2 Business Case ToolkitWelcome to the OPAT business case toolkit
3 Business Case Working Group Paul Chadwick Microbiologist (Chair) Brian Ward Project Manager Rob Armstrong Acute Trust Services Manager Kim Dawes OPAT Nurse Specialist Joanne Entwistle Acute Trust Commissioning Manager John Harrop PCT Director Dawn Hart OPAT Nurse Specialist Brendan Healy Microbiologist Graeme Jones Microbiologist Carol Low OPAT Lead Nurse Ejaz Nabi Bupa Home Healthcare Dilip Nathwani Chair BSAC OPAT Steering GroupA BSAC working party was established as part of the overall BSAC group responsible for developing the OPAT project under the leadership of Prof. Dilip Nathwani from Dundee.Dr Paul Chadwick from Salford chaired this working party and as you can see it involved a cross section of healthcare professionals across the UK.3
4 Objectives“The OPAT initiative will support, guide and encourage the establishment of standardized OPAT services throughout the UK”Support for the development of a business case is central to this developmentThis is now available as a hard copy pdf available as a download from the websiteNow available free as an online interactive tool fromThe overall objective of the project is to support, guide and encourage the establishment of standardized OPAT services throughout the UK.It was felt across the group that although the benefits of an OPAT service are clear and rarely challenged it can be difficult to put together a local case that will be accepted.The toolkit provides experience and ideas from groups that have been successful in having a business case accepted for an OPAT service.The working party output was a hard copy pdf that is available for anyone to download from the website but is also now available as a free interactive tool from the website
5 Online Business Case Toolkit Will enable your centre to adapt content to your local environmentShould be used as a basis for discussion within your local teamOutputs can be cut and pasted into your local business case documentsThe development of the online business case toolkit will enable centres to adapt the content for local needs. It can also be used as the basis for discussion for local teams to decide on the best OPAT service that would be required.The system is flexible enough to output to a Word document so that all text can be cut and paste into local business case documents.
6 Elements of the toolkit IntroductionResourcesBackground to OPATCriteria for evaluating an OPAT serviceSWOT analyses of OPAT servicesCost analysisThe interactive toolkit is made up of the following elements and we will talk through all of these throughout this presentation:IntroductionResourcesBackground to OPATCriteria for evaluating an OPAT serviceSWOT analyses of OPAT servicesCost analysis
7 IntroductionThis introduction screen is the first one that you come to after you have logged in to the system.This gives you some introductory text and also allows you to do one of three thing:Download a pdf help document that will guide you through the online toolkitDownload specific resources that you may find usefulOr Continue to the main part of the toolkit
8 Help Document pdfThis is how the help document looks when you have downloaded it and as you will see it has numbered boxes to walk you through the process.Speaker Note : The actual pdf document is hyperlinked behind the word pdf if you would like to show the audience the actual document
9 ResourcesFrom the Resources tab you will be able to download 3 separate documents:A Bibiography which you will see a sample of on the next slideGuidelines for writing a business case. This pulled together ideas from the working party in terms of all of the things that you may need to think about for the final document that you will need to submit to the trustA stakeholder analysis. This document gives ideas of all of the other stakeholders within the trust that could be involved in this process.This resources section is available throughout the toolkit.
10 BibliographyThis is a sample of the bibiography document that can be downloaded as it pulls together all of the references from the Good Practice recommendations Working Group as is an extensive resource list for OPAT.
11 Main analysis section of toolkit After you have pressed continue from the introduction screen you will be presented with the main section which allows you to view the sections that are available and then to “pick” them if you would like to use them in your final document.Some of these elements just provide standard text for you to use in your final document. Other sections allow you to edit them so that are applicable to your local centre.At this stage though you are just viewing and picking.
12 View buttonWhen you press the view button on any section you will see a similar screen to this so that you can see exactly what is contained within. After viewing the section if you would like to include in your final document select the check box at the side of the view button.
13 Main analysis section of toolkit After you have pressed continue from the introduction screen you will be presented with the main section which allows you to view the sections that are available and then to “pick” them if you would like to use them in your final document.Some of these elements just provide standard text for you to use in your final document. Other sections allow you to edit them so that are applicable to your local centre.At this stage though you are just viewing and picking.13
14 Sections Drop in text sections for editing Background rationale for OPATAntimicrobial requirements for OPATChecklist of costs to includeWorked examples of costsInteractive sections to reflect local needsCriteria for evaluating an OPAT serviceSWOT analysesCost analysesThe sections in here are:Background: this is essentially a text file that you can use in the final document to give you an overview of OPAT across the country.Criteria: This section allows you once selected to edit the criteria that are important to you locally in order to evaluate the SWOT analysesSWOT : 9 different OPAT models have been evaluated here and you can choose the ones that you wish to include in your document. Each of the SWOTs have been prefilled with thoughts from the working party but once selected all of these can be editted by the user. The criteria that have been confirmed in the criteria section will appear at the end of each SWOT so that you can analyse how the OPAT model rates against YOUR criteria.Antibiotic agents: This is a text model that gives an overview of the considerations when using antimicrobial agents in the OPAT settingCost analysis : The text file here contains a check list for costs that should be considered and it also includes an interactive cost model.14
16 SWOT analysis for different OPAT models Administration of iv antibiotics in hospital (status quo)Self-administration of iv antibiotics by patientAdministration of iv antibiotics by visiting nurseDistrict NurseOPAT NurseHome Healthcare Company NurseAdministration of iv antibiotics in an infusion clinicHospital OPAT clinicHospital ambulatory care clinicHospital discipline-specific specialist clinicCommunity-based intermediate care clinicAbility to develop risk scoring for each model
20 Interactive cost model This cost model allows you to put in your inpatient bed costs along with the fixed and variable costs associated with your selected OPAT service.
21 Main analysis section of toolkit After you have pressed continue from the introduction screen you will be presented with the main section which allows you to view the sections that are available and then to “pick” them if you would like to use them in your final document.Some of these elements just provide standard text for you to use in your final document. Other sections allow you to edit them so that are applicable to your local centre.At this stage though you are just viewing and picking.21
22 Edit sectionOnce you have selected the sections that you require you will be taken to the edit section where you can edit the sections and entire your own data including your own criteria and text in the SWOT analyses. Once you are happy with each section you click to approve.
23 Final screenAfter you have finished editing and you have approved each section you will save your plan and then when you press continue you will be presented with the final screen.You can save your plan at any time and come back to it at anytime or indeed share the log in with a colleague so that they can input into sections of the plan.From this final screen you can still download the resources documents or you can move to the final document which will create your Word document with all of your completed sections included.
24 Final Word Document .doc The final output is to a Word document from which you are able to cut and paste any elements into your own trust template.Note to speaker: A sample word document is hyperlinked behind the .doc.
25 Next steps Available here at the meeting to try Register to download the interactive toolkit atBSAC would value your feedback