PFD report

Sophie Hannah May Boothe · Prevention of Future Deaths report

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Issued 2 Mar 2020•Hampshire (Central)

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.

View original report
Concerns
2

Raised in this report

Recipients
1

Named on the report

Responses found
1

Of 1 recipient

Stated actions
12

Described in 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 raised2

  1. Failure to identify, review and understand relevant clinical information from foreign jurisdictions during referral triage
    Part of recurring concern: Failure to review relevant clinical records before care decisions
  2. Poor communication between departmental services
    Part of recurring concern: Failure to communicate clinically important information reliably between care services
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.6

  1. Action

    Develop shared mechanisms for recording referrals and risk information and escalating cases to CPE.

    Stated by Berkshire Healthcare NHS Foundation TrustStated in progressThe respondent said that this action was in progress when they made their response on 1 October 2020.
  2. Action

    Pilot a requirement for triage workers to contact every referrer before downgrading referrals.

    Stated by Berkshire Healthcare NHS Foundation TrustStated in progressThe respondent said that this action was in progress when they made their response on 1 October 2020.
  3. Action

    Transform wellbeing services so Talking Therapies becomes the planned front door, gathers referral information and provides timely feedback.

    Stated by Berkshire Healthcare NHS Foundation TrustStated in progressThe respondent said that this action was in progress when they made their response on 1 October 2020.

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 identify, review and understand relevant clinical information from foreign jurisdictions during referral triage

Wider context from the report

“It became very clear in evidence that the overseas involvement was not properly flagged up when the CPE came to triage Sophie’s referral; this includes both the discharge summary and Sophie’s own self-referral via email whilst she was in Australia. The full discharge summary from Australia was sent by the GP along with his referral on the 8th May 2019 to ensure that all relevant information was shared at the earliest stage. These notes were either not fully reviewed and/or understood by the CPE and this appears to have contributed to the downgrading of Sophie’s referral. It became clear in evidence that the UK services did not understand that “Scheduled” is the Australian equivalent of being “Sectioned” and there was a lack of probity and curiosity to as what this meant and what treatment Sophie had in Australia; albeit that the evidence was not convincing (or even persuasive) that the Australian discharge summary had been thoroughly read at all on being received by the CPE. Overall, there appears, on the evidence, to be very poor communication between the departmental services and, as a result, opportunities appear to have been missed to fully appreciate Sophie’s full clinical presentation when making an assessment about the timeliness of appropriate interventions and assessments. I believe that whilst the service remains disjointed, with insufficient exploration of information sent from foreign jurisdictions, there remains a risk that future death will continue to occur. ”

Is this part of a recurring concern?

Yes — Failure to review relevant clinical records before care 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

Poor communication between departmental services

Wider context from the report

“It became very clear in evidence that the overseas involvement was not properly flagged up when the CPE came to triage Sophie’s referral; this includes both the discharge summary and Sophie’s own self-referral via email whilst she was in Australia. The full discharge summary from Australia was sent by the GP along with his referral on the 8th May 2019 to ensure that all relevant information was shared at the earliest stage. These notes were either not fully reviewed and/or understood by the CPE and this appears to have contributed to the downgrading of Sophie’s referral. It became clear in evidence that the UK services did not understand that “Scheduled” is the Australian equivalent of being “Sectioned” and there was a lack of probity and curiosity to as what this meant and what treatment Sophie had in Australia; albeit that the evidence was not convincing (or even persuasive) that the Australian discharge summary had been thoroughly read at all on being received by the CPE. Overall, there appears, on the evidence, to be very poor communication between the departmental services and, as a result, opportunities appear to have been missed to fully appreciate Sophie’s full clinical presentation when making an assessment about the timeliness of appropriate interventions and assessments. I believe that whilst the service remains disjointed, with insufficient exploration of information sent from foreign jurisdictions, there remains a risk that future death will continue to occur. ”

Is this part of a recurring concern?

Yes — Failure to communicate clinically important information reliably between care services.

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

Develop shared mechanisms for recording referrals and risk information and escalating cases to CPE.

Verbatim wording from the response

“Notwithstanding these immediate changes and the significant learning embedded following Sophie’s death, the transformation of the Trust’s wellbeing services is a much larger piece of work with changes that are designed to ensure that missed opportunities to share such referral information are minimised as far as is possible. Ongoing work within Talking Therapies will focus on clear shared mechanisms for recording referrals, risk information and escalating to the CPE.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 6 · response
Published 1 October 2020

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

Pilot a requirement for triage workers to contact every referrer before downgrading referrals.

Verbatim wording from the response

“Following learning from this case, the CPE service is piloting a policy that requires triage workers to contact all referrers before downgrading referrals. This is explored further below. This pilot has the additional benefit that there is dialogue between CPE and referrers in relation to specific cases. The information within the referral forms can be discussed and evaluated as there is the opportunity for professional discussion and challenge over the rationale for downgrading. This provides specific feedback and education to referrers about how the information they provide on referral forms is used and interpreted, and how they can improve the content.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 3 · response
Published 1 October 2020

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

Transform wellbeing services so Talking Therapies becomes the planned front door, gathers referral information and provides timely feedback.

Verbatim wording from the response

“In light of these resource pressures, the Trust has recognised that the current model of triaging referrals needs re-evaluating. It is in a process of transformation of all of its wellbeing services which will aim to address these issues. The final permutation of this transformation remains a work in progress, however the current plan is that Talking Therapies will be the ‘front door’ for all referrals. Talking Therapies will undertake the initial triage and ensure sufficient information is obtained from the referrer. As part of this new model all referrals will receive timely feedback on their referrals.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 5 · response
Published 1 October 2020

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

Share case learning through learning events, team meetings and joint training for Talking Therapies and CPE staff.

Verbatim wording from the response

“The learning from this case has been explored and discussed in a learning event and also in team meetings to ensure the team are consistent in terms of decision making relating to triaging.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 5 · response
Published 1 October 2020

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

Implement e-referrals with clearer referral information, service-remit prompts and feedback to GPs.

Verbatim wording from the response

“The Transformation Team is working to improve the referral system through e-referrals, which will include timescales for ‘drop-downs’, and immediate feedback to GPs. The E referrals went live”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 3 · response
Published 1 October 2020

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

Refer all referrals with a substantive international element to a manager for triage.

Verbatim wording from the response

“The Trust has recognised that the CPE triage team may not always have sufficient time to complete the due diligence required to interpret and translate referrals with substantial additional information from abroad. As a result, all referrals with a substantive international element are now referred up for triage by a manager. This has been taking place successfully since Sept 2019.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 4 · response
Published 1 October 2020

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.6

  1. 1

    Update the triage tool to prompt downgrade rationales and require escalation of specified concerns to a team leader or manager.

    Stated by Berkshire Healthcare NHS Foundation TrustStated completedThe respondent said that this action was complete when they made their response on 1 October 2020.
  2. 2

    Require written downgrade rationales and correspondence to referrers, including an opportunity to challenge the decision.

    Stated by Berkshire Healthcare NHS Foundation TrustStated completedThe respondent said that this action was complete when they made their response on 1 October 2020.
  3. 3

    Supervise and audit triage during transformation, continuing audits afterward to assess efficiency and achievement of aims.

    Stated by Berkshire Healthcare NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 1 October 2020.
  4. 4

    Extend interface meetings to East Berkshire GP surgeries.

    Stated by Berkshire Healthcare NHS Foundation TrustStated in progressThe respondent said that this action was in progress when they made their response on 1 October 2020.
  5. 5

    Provide training on risk assessment, emphasising documentation of decision-making rationales.

    Stated by Berkshire Healthcare NHS Foundation TrustStated completedThe respondent said that this action was complete when they made their response on 1 October 2020.
  6. 6

    Redefine Talking Therapies roles and provide supporting training during service transformation.

    Stated by Berkshire Healthcare NHS Foundation TrustStated plannedThe respondent said that this action was planned when they made their response on 1 October 2020.

Recipient positions A position is what a recipient says about a concern when they do not describe a specific action.1

  1. 1

    Verbal feedback when downgrading referrals was not possible within existing clinician resources, so written feedback was used instead.

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

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 the triage tool to prompt downgrade rationales and require escalation of specified concerns to a team leader or manager.

Verbatim wording from the response

“At the time of Sophie’s referral to CPE, individual triage workers would make decisions about downgrading referrals as part of clinical judgement. As set out in the Trust’s action plan, the triaging tool has now been updated to prompt triaging workers to record a rationale for downgrading, decisions are also discussed with a team leader or manager if particular concerns relating to risk or need are identified.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 5 · response
Published 1 October 2020

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 written downgrade rationales and correspondence to referrers, including an opportunity to challenge the decision.

Verbatim wording from the response

“As mentioned above, following an initial pilot the CPE now has a policy that requires triage workers to document and write back to referrers when downgrading their referral providing a rationale for why this has been done and to allow the referrer to make contact with CPE if they disagree with this decision. Whilst we would favour a verbal feedback process this proved extremely resource intensive on clinician time and whilst this is the gold standard it was not possible to achieve within existing resources. However, the CPE senior leadership team are seeking further administrative support to assist with this and will continue to explore how it can implement this policy in a sustainable way, working closely with primary care providers.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 5 · response
Published 1 October 2020

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

Supervise and audit triage during transformation, continuing audits afterward to assess efficiency and achievement of aims.

Verbatim wording from the response

“The service transformation will include a whole new redefinition of roles for those in Talking Therapy with a suite of training to support this. During the implementation of this wide ranging transformation there will be careful supervision and auditing. Auditing shall continue thereafter to ensure that the triaging works efficiently and meets its aims as demand changes and evolves.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 6 · response
Published 1 October 2020

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

Extend interface meetings to East Berkshire GP surgeries.

Verbatim wording from the response

“The Trust keeps under review the best way to obtain salient information from referrers. This includes regularly meeting with GP forums to provide feedback in relation to current trends and also learning/recommendations from investigations can be shared through this mechanism. The CPE referral form was originally developed utilising this approach. Interface meetings are held with West Berkshire GP surgeries and the relevant service manager to resolve issues, provide feedback from individual incidents as requested, discuss complex clients and also work with specific surgeries who have high referral rates. Work is underway to extend the interface meetings to East Berkshire surgeries which is where Sophie’s GP surgery is located.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 3 · response
Published 1 October 2020

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

Provide training on risk assessment, emphasising documentation of decision-making rationales.

Verbatim wording from the response

“Further training on risk assessment with an emphasis on documentation of the rationale for decision making has been provided.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 6 · response
Published 1 October 2020

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

Redefine Talking Therapies roles and provide supporting training during service transformation.

Verbatim wording from the response

“The service transformation will include a whole new redefinition of roles for those in Talking Therapy with a suite of training to support this. During the implementation of this wide ranging transformation there will be careful supervision and auditing. Auditing shall continue thereafter to ensure that the triaging works efficiently and meets its aims as demand changes and evolves.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 6 · response
Published 1 October 2020

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

Verbal feedback when downgrading referrals was not possible within existing clinician resources, so written feedback was used instead.

Verbatim wording from the response

“As mentioned above, following an initial pilot the CPE now has a policy that requires triage workers to document and write back to referrers when downgrading their referral providing a rationale for why this has been done and to allow the referrer to make contact with CPE if they disagree with this decision. Whilst we would favour a verbal feedback process this proved extremely resource intensive on clinician time and whilst this is the gold standard it was not possible to achieve within existing resources. However, the CPE senior leadership team are seeking further administrative support to assist with this and will continue to explore how it can implement this policy in a sustainable way, working closely with primary care providers.”

Source location

2020-0142-Response-from-Berkshire-NHS-Foundation-Trust.pdf
Page 5 · response
Published 1 October 2020

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

Official responses located
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Data last updated 7 September 2026