The Chartered Society of Physiotherapy The Chartered Society of Physiotherapy

Self referral

Key Points

Self-referral is 'a system of access that allows patients to refer themselves to a physiotherapist directly, without having to see or be prompted by another healthcare practitioner'.(1)

There is indisputable evidence that self-referral to physiotherapy results in high levels of service-user satisfaction, lower NHS costs, and lower levels of work absence.(2)

  • Physiotherapists have been able to act as first-contact practitioners since 1978(3), but for many years it was common only within private practice. However, self-referral for musculoskeletal physiotherapy has been available in parts of Scotland for some years, and in recent years has been developing in a small, but growing number of areas in the UK. In 2008, the Government set out plans to actively promote the comprehensive roll-out of self-referral to NHS physiotherapy services in England from April 2009.(4)
  • Through self-referral, patients can contact NHS physiotherapy services directly, rather than going through their GPs. The patient completes a short self-assessment questionnaire, which is reviewed by a physiotherapist and, depending on their clinical need, and if appropriate, an appointment (which may include a waiting time) is allocated accordingly.
  • The approach has a strong evidence base. Pilots in Scotland (1) and later in England (5) found that self-referral has a range of benefits for patients, commissioners, GPs, and employers. It is associated with cost savings, and reduces the need for healthcare interventions such as x-rays and prescribing, and for referrals to orthopaedic specialists. It also lowers rates of sickness absence, and motivates patients to manage their own health.
  • Self-referral is popular with patients(6). It is a patient-centred approach that increases ease of use, convenience, portability, patient influence, choice, engagement and involvement in care, and promotes self-management. The pilots showed that people who self-refer to physiotherapy take fewer days off work and are about half as likely to be off work for one month, compared with those referred to physiotherapy by a GP.(7)
  • Self-referral to physiotherapy is efficient for other healthcare providers too, reducing costs, time and resources. Patients often see a GP several times before being referred to physiotherapy, by which time their condition may be more longstanding and difficult to resolve. Evidence shows that early intervention for lower back pain reduces its recurrence in the following year by up to 40 per cent.(8)
  • Self-referral has not led to an increase in demand for physiotherapy, apart from in physiotherapy services that have a history of under-referral.(7) A proportion of people who would normally have seen their GP first simply opt for a more direct route to solve their problem.
  • The feedback from GPs in the self-referral pilots (described in the second bullet point, above) was extremely positive, with 91 per cent in the England pilots wanting the self-referral facility to continue.(9) Reasons for this included savings in GP time (with nearly 24 per cent of patients self-referring) and enhanced patient autonomy, enabling GPs to focus their resources on those with more complex medical problems.(7)

Resources

Implications

The process of setting up self-referral is a challenge that requires learning across a range of competencies. However, as a way of working, self-referral provides an excellent opportunity for physiotherapists to develop their skills and services. Key benefits to physiotherapists are:

  • the opportunity for extensive continuing professional development, through learning about change, project management and commissioning processes, and developing skills such as influencing stakeholders, organising advertising, managing waiting times, and using data to demonstrate impact
  • the scope to use the full breadth of physiotherapy, which may include performing injections, referral on for x-rays and further investigations, writing sick notes, and screening for red flags, resulting in a more fulfilling and varied role. When patients self-refer the responsibility and accountability of the physiotherapist is enhanced, though the therapist still works closely with the wider healthcare team. The autonomy of the physiotherapist remains the same whatever the route of referral
  • the opportunity to enhance the therapist–patient relationship. Self-referral empowers patients to self-care and self-manage in order to meet their needs.(2) This offers a unique opportunity for physiotherapists to develop practice.

If you are interested in offering self-referral, the CSP has a range of tools to support you through the process: self referral implementation tools

News & Comment

Background

Self-referral is not a new concept. For more than 30 years physiotherapists and other allied health professionals have been able to practise autonomously and act as first-contact practitioners. However, this has traditionally taken place in the independent sector rather than within the NHS.

This is now changing. There is a strong evidence base for patients self-referring to a range of allied health professionals. Self-referral has been available in Scotland since 2003, and since 2009 PCTs in England have been encouraged to commission self-referral services. Some services are now offering self-referral in Wales, while in Northern Ireland self-referral is not yet available within the NHS, but there is strong support for the approach, from patients and professionals alike.

Self-referral has arguably been on the agenda since the early 1990s, when the Patients' Charter(10) heralded a shift towards patients playing a stronger role in how their healthcare services are shaped and accessed. The first NHS self-referral initiatives, in the late 1990s, were primarily nurse-led, and were introduced to improve patient access to services, provide continuity of care and reduce the pressure on GP workloads.

Today, self-referral is widely accepted as appropriate for physiotherapy as well as a range of allied health professions. Initially, there were some concerns that services could be overwhelmed with demand. However the evidence shows that demand does not increase overall(11, 12), except in areas where services were underused previously. Self-referral is not a fast-track service – it is simply an additional way of accessing standard NHS physiotherapy services.

It is still early days for self-referral within the NHS, but there is strong support for this way of working. In time, it is likely to become increasingly widespread.

Action Points

  • Take some time to understand the key drivers in this field and how they impact on physiotherapy in your area. For details, see the section for your own country.
  • If you are interested in offering self-referral, look first to understand the needs of the local population and the demands within the local healthcare system, and assess your current referral rate. Then, ascertain how the current available resources can be restructured to facilitate self-referral.
  • Read about real-life examples of successful self-referral schemes – see, for example, the case studies in the report on the England pilot schemes, and on the physio self referral website: www.selfreferralphysioinfo.com
  • Be clear about what you're going to do and what the benefits of self-referral will be in your local area. This will help you put together a compelling case. Experience shows that the initiative will be more successful if you get buy-in from commissioners, GP practices and other key stakeholders, although you don't need permission to offer self-referral.
  • Take the opportunity to really engage with the commissioning process. In an increasingly competitive climate, services need to be explicit about what they can offer to patients and how they can be more cost-effective. Set up data-collection systems that can provide evidence of your success, and use the information to maintain and develop your services.

The CSP's self referral pack provides a detailed 'Are you ready for self-referral' checklist, along with a range of other useful resources.

References

  1. Holdsworth LK, Webster VS, McFadyen AK, et al. What are the costs to NHS Scotland of self-referral to physiotherapy? Results of a national trial. Physiotherapy. 2007;93(1):
  2. Department of Health. Self-referral pilots to musculoskeletal physiotherapy and the implications for improving access to other AHP services. London: Department of Health; 2008. p 9
  3. Chartered Society of Physiotherapy. Proceedings of Council: byelaw amendments. Physiotherapy. 1978;64(7):218.
  4. Department of Health. The NHS in England: The operating framework for 2009/10. London: Department of Health; 2009.
  5. Department of Health. Self-referral pilots to musculoskeletal physiotherapy and the implications for improving access to other AHP services. London: Department of Health; 2008.
  6. Department of Health. Self-referral pilots to musculoskeletal physiotherapy and the implications for improving access to other AHP services. London: Department of Health; 2008. p 15
  7. Department of Health. Self-referral pilots to musculoskeletal physiotherapy and the implications for improving access to other AHP services. London: Department of Health; 2008. p 16
  8. Black C. Working for a healthier tomorrow. Dame Carol Black's review of the health of Britain's working age population. London: TSO; 2008. p 76
  9. Department of Health. Self-referral pilots to musculoskeletal physiotherapy and the implications for improving access to other AHP services. London: Department of Health; 2008. p 18.URL:
  10. Department of Health. The patient's charter. London: Department of Health; 1991.
  11. Holdsworth LK, Webster VS, McFayden AK. Direct access to physiotherapy in primary care now and into the future. Physiotherapy. 2004;90(2):64-72.
  12. Department of Health. The NHS in England: The operating framework for 2009/10. London: Department of Health; 2009. p 16
  13. Department of Health. The NHS in England: The operating framework for 2009/10. London: Department of Health; 2009. p 13
  14. Black C. Working for a healthier tomorrow. Dame Carol Black's review of the health of Britain's working age population. London: TSO; 2008. p 76
  15. Darzi A. High quality care for all: NHS Next Stage Review final report. Cmd 7432. London: Department of Health; 2008.
  16. Scottish Executive Health Department. Building on success: Future directions for allied health professions in Scotland. Edinburgh: Scottish Executive; 2002.
  17. NHS Scotland. Better health, better care: action plan. Edinburgh: NHS Scotland; 2007.
  18. Scottish Executive. Co-ordinated, integrated and fit for purpose: a delivery framework for adult rehabilitation in Scotland. Edinburgh: Scottish Executive; 2007.
  19. Sturgeon N. Scottish parliamentary questions: written answers Tuesday 3 November 2009 Edinburgh: Scottish Parliament; 2009.
  20. NHS Lothian. NHS Lothian at the cutting edge (press release). Edinburgh: NHS Lothian; 2009.
  21. Welsh Assembly Government. A therapy strategy for Wales: the contribution of therapy services to transforming the delivery of health and social care in Wales. Therapies for modernisation. Cardiff: Welsh Assembly Government; 2006. p 5

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