PFD report

Andrew Arden Nixon · Prevention of Future Deaths report

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Issued 6 Jun 2022•Dorset

Report record

Published report and response evidence

This page connects the concerns raised in this report with statements found in recipients’ published responses. A link shows a clear evidence connection; it does not assign responsibility.

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Concerns
3

Raised in this report

Recipients
1

Named on the report

Responses found
1

Of 1 recipient

Stated actions
26

Described in responses

Recipients and published responses

Source document

Full report text

This is the full text from the original published report.

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Concerns and recipient responses

Select any concern, action or position to view the source wording.

Report evidence summary

Concerns raised3

  1. Failure to involve family members and carers fully in risk assessment and decisions
    Part of recurring concern: Failure to involve families and carers in mental health care planning and decisions
  2. Lack of an early process for engaging carers
  3. Lack of criteria for identifying carers for early carer assessment
    Part of recurring concern: Failure to provide timely and reliable carer assessments
Responses linked to these concerns

Each statement is shown once, even when linked to more than one concern.

Actions described in response An action is something a recipient says it has done, is doing, or plans to do in response to a concern raised.17

  1. Action

    Maintain Triangle of Care accreditation and deploy 42 leads across mental health and learning-disability services.

    Stated by Somerset NHS Foundation TrustStated completedThe respondent said that this action was complete when they made their response on 16 September 2022.
  2. Action

    Add carer-assessment review and family-liaison checks to Home Treatment Team review checklists and caseload boards.

    Stated by Somerset NHS Foundation TrustStated in progressThe respondent said that this action was in progress when they made their response on 16 September 2022.
  3. Action

    Include family and carer involvement in care planning, safety planning, contact details and confidentiality monitoring through routine caseload management.

    Stated by Somerset NHS Foundation TrustStated completedThe respondent said that this action was complete when they made their response on 16 September 2022.

Respondent positions A position is what a recipient says about a concern when it does not describe a specific action.1

  1. Position

    Service capacity limits carers assessments to main carers, preventing assessments being offered to all carers.

    Stated by Somerset NHS Foundation TrustUnable to actThe respondent said that a constraint prevented them from taking the relevant action.

Source evidence

How this individual concern was interpreted

PFD Monitor created a concise, searchable interpretation from the report wording shown below. Response links show a clear evidence connection; they do not assign responsibility.

PFD Monitor interpretation

Failure to involve family members and carers fully in risk assessment and decisions

Wider context from the report

“2. I have concerns with regard to the following: i. The failure to ensure that family members/carers are fully involved from the outset in the risk assessment process and that they have a full comprehension of steps being taken and/or decisions being made. I believe the Trust should take a more proactive approach. ii. There should be criteria to be applied as to who should be considered for a Carer’s Assessment at the earliest appointment with the Home Treatment Team. Such criteria should include whether the patient has given permission to share information; whether the patient and/or the carer have been involved with mental health services previously; whether the carer has been/will be present during consultations; the level of understanding of the carer in relation to steps taken and decisions made and whether they need further help. iii. Such criteria may lead to a full carer’s assessment. It is noted that there will always be a delay between assessments and the drawing up of care plans etc which will then be sent out to the patient. By establishing an early process of engaging with carers the medical professionals may build in further protective factors for the patient. ”

Is this part of a recurring concern?

Yes — Failure to involve families and carers in mental health care planning and decisions.

Open source report

Source evidence

How this individual concern was interpreted

PFD Monitor created a concise, searchable interpretation from the report wording shown below. Response links show a clear evidence connection; they do not assign responsibility.

PFD Monitor interpretation

Lack of an early process for engaging carers

Wider context from the report

“2. I have concerns with regard to the following: i. The failure to ensure that family members/carers are fully involved from the outset in the risk assessment process and that they have a full comprehension of steps being taken and/or decisions being made. I believe the Trust should take a more proactive approach. ii. There should be criteria to be applied as to who should be considered for a Carer’s Assessment at the earliest appointment with the Home Treatment Team. Such criteria should include whether the patient has given permission to share information; whether the patient and/or the carer have been involved with mental health services previously; whether the carer has been/will be present during consultations; the level of understanding of the carer in relation to steps taken and decisions made and whether they need further help. iii. Such criteria may lead to a full carer’s assessment. It is noted that there will always be a delay between assessments and the drawing up of care plans etc which will then be sent out to the patient. By establishing an early process of engaging with carers the medical professionals may build in further protective factors for the patient. ”

Is this part of a recurring concern?

No recurring-concern membership is currently published.

Open source report

Source evidence

How this individual concern was interpreted

PFD Monitor created a concise, searchable interpretation from the report wording shown below. Response links show a clear evidence connection; they do not assign responsibility.

PFD Monitor interpretation

Lack of criteria for identifying carers for early carer assessment

Wider context from the report

“2. I have concerns with regard to the following: i. The failure to ensure that family members/carers are fully involved from the outset in the risk assessment process and that they have a full comprehension of steps being taken and/or decisions being made. I believe the Trust should take a more proactive approach. ii. There should be criteria to be applied as to who should be considered for a Carer’s Assessment at the earliest appointment with the Home Treatment Team. Such criteria should include whether the patient has given permission to share information; whether the patient and/or the carer have been involved with mental health services previously; whether the carer has been/will be present during consultations; the level of understanding of the carer in relation to steps taken and decisions made and whether they need further help. iii. Such criteria may lead to a full carer’s assessment. It is noted that there will always be a delay between assessments and the drawing up of care plans etc which will then be sent out to the patient. By establishing an early process of engaging with carers the medical professionals may build in further protective factors for the patient. ”

Is this part of a recurring concern?

Yes — Failure to provide timely and reliable carer assessments.

Open source report

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Maintain Triangle of Care accreditation and deploy 42 leads across mental health and learning-disability services.

Verbatim wording from the response

“Somerset NHS Foundation Trust (SFT) Mental Health and Learning Disabilities Directorate has been part of the Triangle of Care accreditation scheme since it began. On 12 May 2016, the Trust was awarded a second quality star by ████████ of the Carers’ Trust.”

Source location

Response from NHS Somerset
Page 1 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Add carer-assessment review and family-liaison checks to Home Treatment Team review checklists and caseload boards.

Verbatim wording from the response

“• The Home Treatment Team plan to include carers assessment in their checklist for clinical review meetings so that carers assessment is reviewed on a weekly basis, as well as to their caseload boards where carers assessment will be marked as complete once families and carers have been asked about their carer needs and been signposted to relevant information. The team currently review”

Source location

Response from NHS Somerset
Page 5 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Include family and carer involvement in care planning, safety planning, contact details and confidentiality monitoring through routine caseload management.

Verbatim wording from the response

“• As part of our Directorate governance processes, The Mental Health Directorate expects all staff to complete a routine caseload management tool. This includes monitoring of family and carer involvement in care planning (in Dialog+), family and carers involvement in safety/escalation planning, collecting Next of Kin and carer contact details, and to check that confidentiality is discussed and reviewed regularly with the patient.”

Source location

Response from NHS Somerset
Page 8 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Launch a co-produced quality-improvement project to strengthen earlier family and carer involvement in care planning, decision-making and risk-information sharing.

Verbatim wording from the response

“• We will design a Quality Improvement project which is co-produced with experts by caring, experts by experience and experts by training to explore further mechanisms by which we can ensure greater and earlier family and carer involvement in care planning, and decision making, and sharing risk information.”

Source location

Response from NHS Somerset
Page 6 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Add reminders about exploring carers assessments to clinical risk training.

Verbatim wording from the response

“• We will add more specific reminders to explore carers assessments with patients and their families/carers in our clinical risk training.”

Source location

Response from NHS Somerset
Page 6 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Recommend that frontline assessors record previous carer involvement with mental health services.

Verbatim wording from the response

“We will be able to gather information about previous patient involvement from our electronic records and we will add carer involvement as a recommendation to frontline staff undertaking assessments.”

Source location

Response from NHS Somerset
Page 7 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Remind staff to record consultation attendees and patients’ preferred people for involvement in care.

Verbatim wording from the response

“Recording who is present during a consultation should be a routine part of record keeping and we will ensure that staff are reminded of this. Dialog+ also includes a tick box and free text box with the prompt to establish at an early stage who the patient would wish to involve in their care.”

Source location

Response from NHS Somerset
Page 7 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Recruit Community Mental Health Engagement workers to provide outreach and encourage family and carer attendance at assessment meetings.

Verbatim wording from the response

“• As well as peer workers in home treatment teams, we are currently recruiting Engagement workers to Community Mental Health Services who will also provide an outreach function to families and carers to encourage attendance at assessment meetings.”

Source location

Response from NHS Somerset
Page 8 · response
Published 16 September 2022

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Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Continue simplifying electronic carer registration and referral processes in RiO.

Verbatim wording from the response

“• The above project also identified via staff focus groups that there are difficulties with the processes required in our electronic record system for carer registration and referral.”

Source location

Response from NHS Somerset
Page 5 · response
Published 16 September 2022

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Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Update clinical staff on carer-support resources and when to explore carers assessments.

Verbatim wording from the response

“• We will provide an update to all clinical staff about ensuring patients and their carers are aware of carers support resources and to explore with patients and their carers whether assessment is indicated, for example where a carer is expressing difficulty and stress because of their caring role.”

Source location

Response from NHS Somerset
Page 6 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Roll out sharing of care plans with families at hospital discharge and checking understanding of care and safety plans.

Verbatim wording from the response

“• A recent quality improvement project (2020-21) focused on initiatives to increase family and carer involvement and has led to the roll out of a plan to share care plans with families at discharge from hospital, and check understanding of care/safety plans, and a shared safety planning initiative in Children’s services.”

Source location

Response from NHS Somerset
Page 9 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Require discharged patients to have a consented, co-produced safety plan shared with identified family, friends or carers where possible.

Verbatim wording from the response

“• All patients discharged from the service should have a co-produced safety plan which is shared with consent wherever possible with identified family/friend of carer. Our routine record keeping audit includes this as part of its assurance.”

Source location

Response from NHS Somerset
Page 9 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Recruit Home Treatment Team peer-support workers to provide outreach and check carers’ understanding of care plans.

Verbatim wording from the response

“• Home Treatment Teams are in the process of recruiting peer support workers who will undertake to perform an outreach function to families and carers on the caseload, checking attendance and understanding of the plan of care.”

Source location

Response from NHS Somerset
Page 6 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Launch a quality-improvement project to refresh the Triangle of Care strategy, beginning in Community Mental Health Services.

Verbatim wording from the response

“A Quality Improvement Project is currently being launched to refresh the Triangle of Care strategy beginning in Community Mental Health Services. This project has support from corporate and directorate colleagues who attend the mental health Serious Incident Review Group and includes the Trust’s Medical Director for Mental Health and Community Services as well as the Trust’s Associate Medical Director for Mental Health and Learning Disability Care. Preliminary meetings are scheduled during August to support the QI project and the Triangle of Care Steering Group.”

Source location

Response from NHS Somerset
Page 2 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Review and refresh Triangle of Care eLearning using feedback and incident learning.

Verbatim wording from the response

“The Triangle of Care eLearning remains available to all staff but is due a review and refresh to take account of learning from feedback and incidents.”

Source location

Response from NHS Somerset
Page 2 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Include consideration and discussion of carers assessments in the caseload management tool.

Verbatim wording from the response

“• We will include the standard that carers assessment has been considered and discussed with family and carers in the caseload management tool.”

Source location

Response from NHS Somerset
Page 6 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Include family and carer invitations in in-person and online appointment letters.

Verbatim wording from the response

“• All appointment letters currently include a standard invitation to bring family members/friends or carers and we have ensured that this is also included in invitations for online appointments using ‘Attend anywhere’, our online platform.”

Source location

Response from NHS Somerset
Page 8 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent position was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Service capacity limits carers assessments to main carers, preventing assessments being offered to all carers.

Verbatim wording from the response

“It is important that staff make available to all carers the opportunity to have a carer’s assessment or signpost to other stakeholders for support. Whilst carers assessment may not be indicated in all cases, and our service capacity means we would only be able to include providing carers assessments to main carers only, it is possible that staff may not be fully aware of the availability of the resource or of who might benefit from it.”

Source location

Response from NHS Somerset
Page 5 · response
Published 16 September 2022

Open published response

Other statements in published responses

These actions and other statements could not be clearly connected to one concern in this report.

Recipient-stated actions An action is something a recipient says it has done, is doing, or plans to do in response to a concern raised.9

  1. 1

    Develop a QR code linking patients and carers to the online carer information resources.

    Stated by Somerset NHS Foundation TrustStated in progressThe respondent said that this action was in progress when they made their response on 16 September 2022.
  2. 2

    Redistribute a consent-and-confidentiality briefing and poster to staff, including RiO recording reminders.

    Stated by Somerset NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 16 September 2022.
  3. 3

    Explore the feasibility of broader RiO recording for consent, information-sharing limits and social-network contact arrangements.

    Stated by Somerset NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 16 September 2022.
  4. 4

    Recommence the local Triangle of Care Steering Group with refreshed membership.

    Stated by Somerset NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 16 September 2022.
  5. 5

    Add a reminder about the electronic confidentiality-statement location to clinical risk training.

    Stated by Somerset NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 16 September 2022.
  6. 6

    Maintain updated online carer information and signposting resources.

    Stated by Somerset NHS Foundation TrustStated completedThe respondent said that this action was complete when they made their response on 16 September 2022.
  7. 7

    Use quality-improvement learning to inform revisions to the Carer’s Assessment service operating procedure during its 2023 review.

    Stated by Somerset NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 16 September 2022.
  8. 8

    Send the ‘Are you caring for someone?’ leaflet routinely with all first appointment letters.

    Stated by Somerset NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 16 September 2022.
  9. 9

    Use the Dialog+ care-planning tool to obtain family and carer views and support co-development and sharing of care plans.

    Stated by Somerset NHS Foundation TrustStated completedThe respondent said that this action was complete when they made their response on 16 September 2022.

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Develop a QR code linking patients and carers to the online carer information resources.

Verbatim wording from the response

“• A QR code to link to the webpage is currently in development for distribution to patients and their carers.”

Source location

Response from NHS Somerset
Page 5 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Redistribute a consent-and-confidentiality briefing and poster to staff, including RiO recording reminders.

Verbatim wording from the response

“• Develop 7-minute briefing and redistribute to all staff with poster about consent and confidentiality, reminding all staff to update the consent to share information screen, and reminding them where to access information about consent in Rio.”

Source location

Response from NHS Somerset
Page 7 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Explore the feasibility of broader RiO recording for consent, information-sharing limits and social-network contact arrangements.

Verbatim wording from the response

“• Explore improved/broader recording for consent to share information in Rio to include who can be involved, how much can be shared and what, plans and agreements about who in the patient’s social network we should contact in the event of nonattendance.”

Source location

Response from NHS Somerset
Page 7 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Recommence the local Triangle of Care Steering Group with refreshed membership.

Verbatim wording from the response

“The Triangle of Care Steering Group has been paused during Covid which coincided with something of a hiatus at the Carer’s Trust which oversees the national Triangle of Care programme. The Carer’s Trust have since re-invigorated the national programme, and the Trust have booked dates to recommence the local steering group with a refreshed membership in September 2022. The Regional Triangle of Care group is chaired by the Trust’s Director of Mental Health and Learning Disability Care who is also a representative at the national group led by the Carer’s Trust.”

Source location

Response from NHS Somerset
Page 2 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Add a reminder about the electronic confidentiality-statement location to clinical risk training.

Verbatim wording from the response

“• Include reminder about confidentiality statement location in electronic record system in Clinical Risk Assessment and Management training.”

Source location

Response from NHS Somerset
Page 7 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Maintain updated online carer information and signposting resources.

Verbatim wording from the response

“• The carer information webpage on the Trust website has recently been updated with information and signposting resources. Carers - Carers - Somerset NHS Foundation Trust (somersetft.nhs.uk)”

Source location

Response from NHS Somerset
Page 5 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Use quality-improvement learning to inform revisions to the Carer’s Assessment service operating procedure during its 2023 review.

Verbatim wording from the response

“• We will use our learning from the above QI project to inform revisions to the Carer’s Assessment service operating procedure when it is reviewed in 2023.”

Source location

Response from NHS Somerset
Page 6 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Send the ‘Are you caring for someone?’ leaflet routinely with all first appointment letters.

Verbatim wording from the response

“• The ‘Are you caring for someone?’ leaflet will be sent out routinely with all first appointment letters so that patients can pass the information to their carers as soon as possible.”

Source location

Response from NHS Somerset
Page 5 · response
Published 16 September 2022

Open published response

Source evidence

How this respondent action was interpreted

PFD Monitor created a concise, searchable interpretation from the published response wording shown below.

PFD Monitor interpretation

Use the Dialog+ care-planning tool to obtain family and carer views and support co-development and sharing of care plans.

Verbatim wording from the response

“• Since Mr Nixon’s death we have introduced a new care planning tool, Dialog +, which replaces the previous Care Planning Approach. Dialog + encourages the involvement of families and carers by explicitly requesting their views and encouraging the co-development and sharing of the care plan with identified families and carers.”

Source location

Response from NHS Somerset
Page 9 · response
Published 16 September 2022

Open published response
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Information checked against the published report and official responses · Data reviewed 7 Sep 2026 · About data quality and limitations

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Data last updated 7 September 2026