Holistic needs assessments: considerations for effective delivery
Intended for healthcare professionals
CPD    

Holistic needs assessments: considerations for effective delivery

Catherine Neck Clinical services programme lead: cancer and long-term conditions, NHS South, Central and West Commissioning Support Unit, Bristol, England

Why you should read this article:
  • To refresh your knowledge of holistic needs assessments (HNAs)

  • To consider how HNAs can be effectively delivered to patients with cancer as and when required

  • To contribute towards revalidation as part of your 35 hours of CPD (UK readers)

  • To contribute towards your professional development and local registration renewal requirements (non-UK readers)

Holistic needs assessments (HNAs) are interventions used by clinical nurse specialists (CNSs) and other members of the cancer team to deliver personalised care to people living with cancer. HNAs have been used since the launch of the National Cancer Survivorship Initiative in 2007, with many cancer services embedding them in routine patient care. However, shortcomings in HNA delivery remain, notably in terms of the number of people who receive them. This article prompts nurses to reflect on how HNAs can be effectively delivered to all patients with cancer as and when they need them. The author discusses the principles of personalised cancer care, the benefits of HNAs and when, where, how and by whom HNAs should be carried out. Recommendations to support nurses in cancer settings to increase and improve HNA delivery include CNSs, cancer support workers and allied health professionals joining forces and collaboration between secondary and primary care teams.

Cancer Nursing Practice. doi: 10.7748/cnp.2024.e1855

Peer review

This article has been subject to external double-blind peer review and checked for plagiarism using automated software

@NeckCatherine

Correspondence

catherine.neck@nhs.net

Conflict of interest

None declared

Neck C (2024) Holistic needs assessments: considerations for effective delivery. Cancer Nursing Practice. doi: 10.7748/cnp.2024.e1855

Published online: 18 January 2024

Aim and intended learning outcomes

The aim of this article is to prompt nurses working in cancer care to reflect on how holistic needs assessments (HNAs) can be effectively delivered to all patients with cancer as and when required. The literature on HNAs is limited and the article is partly based on the author’s experience.

After reading this article and completing the time out activities you should be able to:

  • Explain the benefits of HNAs for patients, healthcare professionals and health services.

  • Describe some of the barriers that prevent HNAs from being delivered to all patients as and when they need them.

  • Detail when, where, how and by whom HNAs should ideally be delivered.

  • Raise awareness of the importance of considering factors that contribute to health inequalities when conducting an HNA.

  • Explain how collaboration within the wider cancer workforce and between primary and secondary care can enhance HNA delivery.

Introduction

An HNA – or eHNA, in its electronic format – is a structured way of identifying the concerns of a person living with cancer. The aims of an HNA are to (Macmillan Cancer Support 2019):

  • Identify the person’s concerns and determine their needs at diagnosis, throughout their treatment and beyond.

  • Gain insight into the person’s coping skills, enabling effective signposting to local services.

  • Identify self-care methods or strategies that the person can use to manage their concerns.

HNAs are one of the interventions used by clinical nurse specialists (CNSs) and others in the wider cancer care team. They help guide the implementation of the necessary support in the form of a personalised care and support plan.

There are many tools that can be used to conduct an HNA. Richardson et al (2007) carried out a literature review of tools used to assess patients’ needs in cancer care. Commonly used tools included the Sheffield Profile for Assessment and Referral for Care (SPARC), originally developed in palliative care and found to be relevant and effective for conducting HNAs (Hughes et al 2015); and the Concerns Checklist, which had been used following a cancer diagnosis (Harrison et al 1994) and in the hospice setting (Heaven and Maguire 1998). A further example is the Distress Thermometer and Problem List (Biddle et al 2016).

HNAs were introduced as part of the National Cancer Survivorship Initiative, launched in 2007 in England (Department of Health 2013), and are now seen as a vital component of cancer care across the UK. HNAs are a required reporting item in the Cancer Outcomes and Services Data set (COSD) completed by secondary care trusts in England (digital.nhs.uk/ndrs/data/data-sets/cosd), alongside personalised care and support plans and end of treatment summaries.

However, cancer patient experience surveys conducted in the four countries of the UK (www.macmillan.org.uk/about-us/what-we-do/research/cancer-experience) and nationally reported cancer data in England (NHS England 2023a) show that not all people with cancer receive HNAs. In its 2021 report on personalised and integrated cancer care, Macmillan Cancer Support (2021) noted that very few people with cancer interviewed for the report were familiar with HNAs.

Time Out 1

Thinking about your clinical area, what aspects of HNA delivery are successful? What aspects are proving challenging? Why do you think this is?

Cancer and other long-term conditions

It is estimated that there are three million people living with cancer in the UK, a number expected to rise to 5.3 million by 2040 (Macmillan Cancer Support 2023a). This is due not only to the growing incidence of cancer but also to an expansion of the range of treatment options and regimens (which often results in longer treatment periods and more complex side effects, especially from newer treatments such as immunotherapy) (Macmillan Cancer Support 2013).

The increasing number of people living with cancer means there are more people experiencing late and long-term effects from the disease and its treatment, such as fatigue, sleep disorders, early menopause, nerve damage and pain (Kristoffersen et al 2022). The consequences of cancer and its treatment can continue for months or years after the end of treatment and result in significant physical, psychological and social issues (Foster et al 2009). In 2013, it was estimated that at least 500,000 people living with cancer in the UK experienced one or more physical or psychosocial consequences of cancer and its treatment. These included chronic fatigue, sexual difficulties, mental health problems, pain, urinary and gastrointestinal issues, and lymphoedema (Macmillan Cancer Support 2013).

Cancer is one of the six major health condition groups covered by the Major Conditions Strategy policy paper, which recognises the importance of supporting people to manage long-term conditions, including through care coordination, symptom management and family and carer support (Department of Health and Social Care 2023). Howell et al (2021) reported that the shift from a paternalistic healthcare model to one of partnership between patients and healthcare professionals had been helpful for managing the detrimental consequences of cancer and its treatment and for supporting self-management. A systematic review of self-management interventions for older adults with cancer found that effective interventions were those delivered by a multidisciplinary team and designed to develop people’s problem-solving, self-monitoring, goal setting and planning abilities (Haase et al 2021).

Although HNAs have been developed for patients with cancer, their approach is not cancer specific. HNAs can therefore be used with people who have cancer and other long-term conditions, and potentially also with people with any long-term condition.

Time Out 2

Do you currently offer HNAs to all your patients? If not, what are the barriers that are preventing this? How could these be overcome?

Key points

  • The increasing number of people living with cancer means there are more people experiencing late and long-term effects of cancer and its treatment, such as fatigue, sleep disorders, early menopause, nerve damage and pain

  • A holistic needs assessment (HNA) is a structured way of identifying the concerns of a person living with cancer

  • HNAs should be available as and when patients need them during their cancer journey, including before, during and after treatment

  • Communication between the specialist cancer team and the patient’s GP is important and sharing HNAs and personalised care and support plans can support it

Personalised cancer care

The aim of personalised cancer care is to ensure that people have choice and control over the way their care is planned and delivered (Macmillan Cancer Support 2019). Macmillan Cancer Support (2019) proposed that personalised cancer care delivery in local services should have five core components, listed in Box 1.

Box 1.

Core components of personalised cancer care delivery in local services

  • 1. Everyone diagnosed with cancer has a supportive conversation

  • 2. Health and well-being information resources are made available during that conversation and throughout the person’s cancer journey

  • 3. The person’s needs are assessed in line with an holistic needs assessment (HNA) approach

  • 4. A personalised care and support plan facilitated by the HNA is developed with the person

  • 5. Every person can access help, including health and well-being support, community services and digital tools and resources

(Adapted from Macmillan Cancer Support 2019)

The NHS Long Term Plan (NHS England 2019a) stated that ‘by 2021, where appropriate every person diagnosed with cancer will have access to personalised care, including needs assessment, a care plan and health and well-being information and support’, all delivered in line with the NHS comprehensive model of personalised care (NHS England 2019b), which offers an all-age, whole-population approach and is applicable to any health condition, not just cancer.

Potential benefits of holistic needs assessments

People with cancer have differing and varying needs, so it is essential to take a personalised approach to assessment. HNAs can provide a framework to ensure conversations with patients are driven by what matters to each individual. Asking patients ‘What matters to you?’ at all stages of their cancer journey empowers them to actively participate in the management of their disease and health and well-being (Robson 2021). HNAs can support healthcare professionals to focus the conversation on identifying patients’ needs and determining how to address them. Using the HNA ranking system – whereby concerns raised are scored in order of the importance of their effects on the patient – can enable healthcare professionals to prioritise patients’ concerns.

HNAs can support healthcare professionals to understand not only the physical effects of cancer and its treatment on the person, but also the psychological and emotional issues caused by living with cancer; practical concerns such as money, work, housing and personal care; issues in relation to family, partners or friends; spiritual concerns; and concerns regarding co-morbidities (Macmillan Cancer Support 2019). Since their concerns may not be directly related to cancer and its treatment, the person may not think to raise them with their CNS or may not think it appropriate to do so. If their concerns are of a sensitive nature – for example, if they relate to sexual relationships or body image – they may feel embarrassed to raise them. The HNA can support people to identify and articulate the issues of most concern to them (Macmillan Cancer Support 2019). Using a paper or electronic version allows them to highlight their concerns without having to verbalise them.

Once the person’s concerns have been identified and their needs determined, HNAs can prompt a conversation about how to address those concerns and needs. A personalised care and support plan is then developed, which provides the person with an action plan with timelines. It may be, for example, that the person wants to focus on one issue in the short term but acknowledge other issues that will need to be addressed later. The personalised care and support plan also allows the healthcare professional to record the HNA conversation and to signpost the person to relevant services.

HNAs are reported to have a significant role in reducing anxiety and isolation and in helping to promote self-management, including the ability to undertake daily tasks, remain at work and maintain family relationships (Macmillan Cancer Support 2019). Addressing people’s concerns early can reduce the risk of these concerns becoming more significant over time.

Time Out 3

Read the Providing Personalised Care for People Living with Cancer guide published by Macmillan Cancer Support (www.macmillan.org.uk/dfsmedia/1a6f23537f7f4519bb0cf14c45b2a629/1539-source/providing-personalised-care-for-people-living-with-cancer-tcm9-355674). Based on that guide, think of three ways of improving the delivery of HNAs in your clinical area

Considerations for effective delivery

When and where HNAs are conducted, who delivers them and how they are undertaken is critical to their effective delivery.

When and where?

HNAs are often first carried out soon after cancer has been diagnosed, at a time when patients are often overwhelmed by their diagnosis and require high levels of support. Patients are not always able to process all the information delivered during an HNA undertaken at that stage. HNAs should be available as and when patients need them during their cancer journey, including before treatment, during treatment, after the end of treatment, on an ongoing basis if the cancer is treatable but not curable, in palliative care and towards the end of life.

Delivering personalised care, which precludes the use of a one-size-fits-all approach, can pose challenges to CNS teams in terms of capacity, since there is a shortage of CNSs (Macmillan Cancer Support 2020), and in terms of scheduling, since in secondary care cancer care is often structured around the needs of services, with specific time points for interventions. It is important to find ways of conducting HNAs when people need them despite these challenges. In the longer term, ensuring that patients have had an HNA can actually release CNS time, since patients will be better prepared to self-manage, leading to a reduction in the number of enquiries and clinic appointments.

Often, cancer diagnosis and treatment are not carried out at the same hospital, with patients requiring specialist treatment being referred to tertiary centres. It is important to consider which team should carry out the HNA and how the information gained from it should be shared between teams. For example, specialist clinical advice may be best provided by the tertiary centre team, while information on local support services may be best provided by the team at the referring hospital. The author recommends that CNSs in tertiary centres and their colleagues from the local Cancer Alliance or health board discuss and agree a solution.

Who?

There is a debate around who should deliver HNAs. For example, CNSs are highly skilled in having supportive conversations with patients but may find it challenging to conduct HNAs alongside all the other aspects of their role. With advances in cancer care including genomics and personalised medicine, CNSs are increasingly required to provide additional support to patients. The demands on the CNS workforce are increasing while the number of CNSs is decreasing. In 2020, Macmillan Cancer Support stated that the NHS needed an additional 2,500 specialist cancer nurses and that by 2030 the number of additional specialist cancer nurses required would have increased to 3,700 (Macmillan Cancer Support 2020).

For nurse leaders, reviewing the CNS role can help identify protected time for them to conduct HNAs and other personalised care interventions. Such reviews can help identify aspects of the CNS role that could be undertaken by administrative staff or cancer support workers, thereby ensuring that CNSs’ time is spent on delivering highly skilled interventions. Creating dedicated HNA outpatient clinics with appropriate coding can help protect time for HNA delivery. Reviewing CNSs’ roles, reattributing some of their tasks to others within the team and creating HNA outpatient clinics could be considered more widely.

Another way of increasing the capacity to deliver HNAs is to allocate them to cancer support workers. Cancer support workers were introduced following the launch of the National Cancer Survivorship Initiative in England (Department of Health 2013) and their number has increased substantially in recent years (Macmillan Cancer Support 2016). Cancer support workers can deliver HNAs, address any non-clinical issues arising from the assessment, and pass on clinical concerns to CNSs, allied health professionals or clinical psychologists. Cancer support workers can also act as a single point of access for patients, enabling a more seamless service. Furthermore, allied health professionals, who routinely undertake holistic patient assessments (Macmillan Cancer Support 2018), can also be considered for HNA delivery.

In a randomised controlled trial conducted to establish whether incorporating HNAs into oncologist, surgeon and cancer nurse specialist consultations would increase patient participation, shared decision-making and self-efficacy, Snowden et al (2023) found that oncologists and surgeons were not the best members of the multidisciplinary team to deliver HNAs. It appeared that HNAs delivered by oncologists mainly uncovered physical patient needs. Snowden et al (2023) cited previous research showing that when psychologists conduct HNAs they tend to find mostly emotional concerns; that when social care professionals conduct HNAs they tend to find mostly financial and housing needs; and that HNAs delivered by nurses and allied health professionals tend to uncover the broadest range of patient needs. Snowden et al (2023) concluded that the best way to determine people’s needs holistically would be to have non-specialists delivering HNAs.

Service managers and cancer clinical leads need to consider how CNSs, allied health professionals and cancer support workers can work collaboratively to deliver HNAs as and when required by patients.

How?

There is a range of approaches and tools that healthcare professionals who deliver HNAs can employ to maximise the effectiveness of the intervention, notably:

  • Patient activation – patient activation describes the knowledge, skills and confidence a person has in managing their own health and care (NHS England 2016). Increasing patient activation results in patients being able to participate in decision-making more confidently and effectively, which contributes to enhancing their quality of life (Westman et al 2022).

  • Motivational interviewing – motivational interviewing enables the exploration of an individual’s rationale for changing their behaviours and produces a goal-orientated style of communication that helps enhance the outcomes of the conversation (Rollnick et al 2010, 2022).

  • Making Every Contact Count (MECC) – every contact healthcare professionals have with patients is an opportunity to support patients to adopt more positive health behaviours. Maximising these opportunities enables positive behaviour change (Public Health England 2016).

  • Health Literacy Toolkit – many people lack personal health literacy – defined as ‘the ability to find, understand and use information and services to inform health-related decisions and actions for oneself and others’ (NHS England 2023b) – and healthcare organisations need to ensure that people who lack health literacy are adequately supported. The NHS Health Literacy Toolkit (NHS England 2023b) contains guidance and tools that healthcare professionals can use to adapt their spoken and written communication.

It is essential that HNAs are not undertaken in isolation and that a review of the personalised care and support plan outcomes is built into the delivery model. This is important not only to measure the effectiveness of the intervention but also to inform the future planning of personalised care services. HNAs enable the collection of local data on the range of needs encountered, the services available to address them and the potential gaps in service provision. For example, HNAs often reveal fatigue and sleeping difficulties but there may not be a local fatigue service.

It is important that healthcare providers – Cancer Alliances, health boards and integrated care systems – capture these data, which may demonstrate enhanced quality of life for patients and/or efficiencies for service providers. Any intervention that releases time for clinicians, nurses or allied health professionals can be viewed as a positive development. Using eHNAs makes it easier to capture data, thereby supporting meaningful data analysis.

Time Out 4

Do you feel confident to discuss the range of concerns that patients may raise during an HNA? If not, what additional support or training do you require to increase your confidence?

Considering health inequalities

Health inequalities are about differences in people’s health status, in the care people receive and in the opportunities they have to lead healthy lives. Health inequalities can involve differences in access to care, in the quality and experience of care, in behavioural risks to health, and in wider determinants of health (King’s Fund 2022). People living in areas of high deprivation, people from minority ethnic backgrounds and people from inclusion health groups – such as the homeless, migrants and sex workers – are at highest risk of experiencing health inequalities (NHS England 2023c).

People with cancer may experience language barriers, have poor health literacy, lack access to transport and childcare, or be unable to take time off work. Poor previous experiences of healthcare and cultural issues such as stigma related to a cancer diagnosis, misinformation and fear can lead to people declining interventions and treatments, which adversely affects their outcomes and life expectancy (NHS England 2023c). These factors need to be considered when conducting HNAs and healthcare professionals who conduct them must ensure that barriers to receiving HNAs are understood and reduced.

Cancer care is traditionally seen as the domain of secondary care specialist teams, but delivering personalised care requires a broader approach taking into consideration local populations and communities to ensure that everyone living with cancer is offered the same opportunities to access care and support. Understanding the local community and the intersection of multiple health inequalities is important (Marmot et al 2020) and is most effectively achieved when services are co-produced with people with lived experience (Ayiwe et al 2022).

Involving people – and employing staff – from the local community helps to better understand the needs of the local population in terms of access to cancer care. The Health Equity Assessment Tool (HEAT) is designed to support healthcare professionals to identify and act on health inequalities locally (Public Health England 2020). It provides a practical framework that is flexible to the needs of different work programmes and services. To identify and reduce health inequalities, the author recommends carrying out a HEAT assessment of local cancer services and acting on the findings.

Time Out 5

Do you encourage patients to share their HNA and personalised care and support plan with their GP? What are the potential benefits of doing so, for patients, for their support networks and for healthcare professionals?

Cancer care across services

It important to consider how cancer care is delivered in secondary care and primary care. Although patients will be under the care of a specialist cancer team in secondary care, many of the elements considered in an HNA relate to their life outside of that specialist environment. Patients often experience fragmented and uncoordinated care, and a greater integration of health services would optimise outcomes for people with cancer (Rubin 2015). Communication between the specialist cancer team and the patient’s GP is important and sharing HNAs and personalised care and support plans can support it.

Patients should be encouraged and empowered to take their HNA and personalised care and support plan to primary care appointments, in particular their cancer care review. This is a conversation between the patient and their GP or a primary care nurse and is part of the national Quality and Outcomes Framework (QOF) cancer-specific requirements for primary care (NHS England 2022, Macmillan Cancer Support 2023b). Cancer care reviews should include a discussion of the patient’s experiences and concerns and provide them with details of local support and services. The HNA approach is advocated as an effective method of approaching cancer care reviews, since their aim is to deliver personalised care in a setting local to the patient (Macmillan Cancer Support 2023b). HNAs delivered in secondary care can be taken to cancer care review appointments in primary care while HNAs can also be delivered in primary care as part of cancer care reviews.

Developments in the primary care workforce include the introduction of three new roles that can support the delivery of personalised care – social prescribing link worker, care coordinator, and health and well-being coach (NHS England 2023d). These roles are well placed to support personalised care through their knowledge of services available locally and of services that have a wider reach than cancer-specific services. To ensure a more joined-up approach, the author recommends that secondary-care based healthcare professionals establish links with their colleagues in primary and community care. This can result in sharing of best practice and determining who is best placed to support patients.

Examples of innovative models

There are examples of innovative models aimed at improving cancer care across services that use different delivery strategies than the traditional secondary care nurse-led model.

In 2014, Glasgow City Council and Macmillan Cancer Support set up the Improving Cancer Journey service. The service aimed to offer an HNA to everyone eligible in Glasgow using a non-clinical council-employed link worker who would deliver the intervention in a local community setting, at home or in hospital, depending on the patient’s preference. The service was evaluated in 2020 and outcomes included improved patient outcomes and experience, the unlocking of £18 million in benefits and grants, and avoiding 50 people with cancer becoming homeless. The service also released time for CNSs and doctors. It has been extended to other parts of Scotland (Young et al 2020).

In 2019, Wessex and Thames Valley Cancer Alliances and Health Education England piloted new cancer nurse roles. These nurses worked with practice nurses and other primary care professionals, upskilling them to develop their confidence in supporting patients with cancer, including undertaking cancer care reviews. Outcomes included improved communication between CNSs and primary care professionals around the management of co-morbidities, and GPs discussing issues relating to the patient’s disease directly with the CNS, potentially avoiding outpatient clinic appointments and hospital admissions (O’Donnell 2020).

From anecdotal evidence, the author understands that Bath and North East Somerset, Swindon and Wiltshire Integrated Care Board has developed a new role of practice nurse facilitator. These nurses provide a link between primary and secondary care and support patients with cancer from each of the three secondary care hospitals within the integrated care board.

Conclusion

Despite the fact that HNAs are seen as a vital component of personalised cancer care, there are still shortcomings in their delivery. HNAs are often first carried out soon after diagnosis, at a time when many patients feel overwhelmed. CNS teams are increasingly busy and increasingly low on numbers. Furthermore, cancer care is often structured around the needs of services, not patients. Cancer care is traditionally seen as the domain of secondary care specialist teams, but delivering personalised care requires a broader approach. When, where and how HNAs are conducted is key to their successful delivery. CNSs, cancer support workers and allied health professionals working together, and secondary and primary care teams collaborating, will help deliver HNAs as and when patients need them, which can be at any point during their cancer journey.

Time Out 6

Identify how the effective delivery of holistic needs assessments applies to your practice and the requirements of your regulatory body

Time Out 7

Now that you have completed the article, reflect on your practice in this area and consider writing a reflective account: www.rcni.com/reflective-account

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