PFD report

Philip David Taylor · Prevention of Future Deaths report

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Issued 2 Feb 2024•North Wales (East and 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
4

Raised in this report

Recipients
2

Named on the report

Responses found
2

Of 2 recipients

Stated actions
8

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 raised4

  1. Lack of joint discharge planning between the Health Board and out-of-area psychiatric facilities
    Part of recurring concern: Failure to ensure safe discharge planning for inpatient mental health admissionsPart of recurring concern: Out-of-area mental health placements failing to provide effective continuity of care and supportPart of recurring concern: Unreliable hospital discharge processes
  2. Failure to share relevant clinical information between the Health Board and out-of-area psychiatric facilities
    Part of recurring concern: Unreliable inter-agency information sharing for coordinated carePart of recurring concern: Unsafe coordination and continuity during mental health service transfers
  3. Delays and failures in transferring and acting on discharge clinical documentation
    Part of recurring concern: Failure to reliably transfer medical records between healthcare organisationsPart of recurring concern: Unreliable hospital discharge documentationPart of recurring concern: Unreliable hospital discharge processes
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.4

  1. Action

    Hold formal weekly multidisciplinary out-of-area monitoring meetings with documented actions, escalation and oversight of repatriation, clinical activity and discharge planning.

    Stated by Betsi Cadwaladr University LHBStated completedThe respondent said that this action was complete when they made their response on 12 February 2024.
  2. Action

    Launch and implement the fully ratified standard operating procedure for out-of-area acute placements.

    Stated by Betsi Cadwaladr University LHBStated plannedThe respondent said that this action was planned when they made their response on 12 February 2024.
  3. Action

    Develop a standard operating procedure governing information sharing, repatriation and discharge planning, and key documentation for out-of-area acute placements.

    Stated by Betsi Cadwaladr University LHBStated plannedThe respondent said that this action was planned when they made their response on 12 February 2024.

Respondent positions A position is what a recipient says about a concern when it does not describe a specific action.4

  1. Position

    The concern that Elysium failed to share discharge information is factually incorrect; Betsi was informed by telephone and emailed relevant records.

    Stated by Elysium Healthcare LimitedDisputes the concernThe respondent disagreed with part of the concern or the basis for it.

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 joint discharge planning between the Health Board and out-of-area psychiatric facilities

Wider context from the report

“b. There was no joined up planning or joint meeting between the Health Board and Ty Grosvenor prior to the deceased’s discharge. ”

Is this part of a recurring concern?

Yes — Failure to ensure safe discharge planning for inpatient mental health admissions; Out-of-area mental health placements failing to provide effective continuity of care and support; Unreliable hospital discharge processes.

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

Failure to share relevant clinical information between the Health Board and out-of-area psychiatric facilities

Wider context from the report

“a. The Health Board utilises facilities out of area for acute psychiatric care when there are no available beds in the NHS in North Wales. I was informed that the patients, however, remain the responsibility of the Health Board. During the deceased’s time at Ty Grosvenor it does not appear that any/all relevant information was shared between the two organisations e.g. deceased’s progress, medication, treatment etc, except for few telephone conversations. ”

Is this part of a recurring concern?

Yes — Unreliable inter-agency information sharing for coordinated care; Unsafe coordination and continuity during mental health service transfers.

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

Delays and failures in transferring and acting on discharge clinical documentation

Wider context from the report

“c. The prescription and administration record together with a copy of the pre-admission paperwork were only sent to the Health Board two days after the deceased was discharged. d. The discharge summary was emailed to the Health Board three days after discharge, but this was either not received by the Health Board or received and not acted upon. In fact, it is the deceased’s wife who had informed the Home Treatment Team that the deceased had been discharged. On knowing this, no one sought to request the discharge summary from Ty Grosvenor, even where there was a change in medication dosage. ”

Is this part of a recurring concern?

Yes — Failure to reliably transfer medical records between healthcare organisations; Unreliable hospital discharge documentation; Unreliable hospital discharge processes.

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 agreed minimum information-sharing standards between the Health Board and private psychiatric facilities

Wider context from the report

“e. There was no evidence at Inquest of any written agreement or standard operating procedure or similar between the Health Board and private facility as to minimum standard requirements or expectations between both organisations e.g. what documentation should be shared, how it is to be shared, when documentation should be shared, the timeliness of sharing documentation etc. f. It is concerning that such minimum standards are not set out and agreed between the Health Board and this private psychiatric unit in a situation where many patients are likely to be treated there. It is not known whether or not such minimum standards or Agreement exists with other out of area private units. g. In the event that patients are to be treated in private units out of the area then there will be a risk of future deaths if such minimum standards regarding sharing of information and communication are not set and agreed between the Health Board and private facility. There had been no consideration of this as part of the actions arising from the Health Board’s own investigation. ”

Is this part of a recurring concern?

Yes — Unreliable coordination and escalation between care providers and mental health services; Unreliable inter-agency information sharing for coordinated care; Unreliable multi-agency communication procedures.

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

Hold formal weekly multidisciplinary out-of-area monitoring meetings with documented actions, escalation and oversight of repatriation, clinical activity and discharge planning.

Verbatim wording from the response

“All areas have stood up a formal weekly out of area monitoring meeting. The purpose of this meeting is to promote timely repatriation where possible, assurance that key clinical activity and standards are being met and that discharge plans are being implemented and actioned. These meetings are underpinned by terms of reference, agenda, minutes and a log of actions to be completed. Membership includes the multidisciplinary team, including Health and Social Care, Consultant and Medical staffing, Occupational Therapy, Home Treatment Team and Care Coordinators. Outcomes from the meetings are provided to Divisional Putting Things Right meetings and the weekly Divisional Senior Leadership meeting to ensure appropriate escalation arrangements can be put in place where required.”

Source location

Response from Betsi Cadwaladr University Health Board
Page 2 · response
Published 12 February 2024

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 and implement the fully ratified standard operating procedure for out-of-area acute placements.

Verbatim wording from the response

“A multi-disciplinary task and finish group has been established, chaired by the Head of Integrated strategy and development, who is leading on the development of the SoP in collaboration with both operational and clinical teams. Progress will be overseen by the MHLD Policy and Procedure Group. Following ratification, the Task and Finish Group will oversee the launch and implementation of the SoP and compliance with the SoP will be monitored through established local and divisional Putting Things Right Meetings. I am advised that the SoP will be fully ratified by the end of August 2024.”

Source location

Response from Betsi Cadwaladr University Health Board
Page 2 · response
Published 12 February 2024

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

Develop a standard operating procedure governing information sharing, repatriation and discharge planning, and key documentation for out-of-area acute placements.

Verbatim wording from the response

“The learning from the inquest of Mr Taylor has identified that a standard operating procedure is required (SoP) and must include the requirements for sharing information, joined up planning for repatriation and/or discharge and standards for the development and sharing of key documentation.”

Source location

Response from Betsi Cadwaladr University Health Board
Page 2 · response
Published 12 February 2024

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

Monitor compliance with the standard operating procedure through local and divisional Putting Things Right meetings.

Verbatim wording from the response

“A multi-disciplinary task and finish group has been established, chaired by the Head of Integrated strategy and development, who is leading on the development of the SoP in collaboration with both operational and clinical teams. Progress will be overseen by the MHLD Policy and Procedure Group. Following ratification, the Task and Finish Group will oversee the launch and implementation of the SoP and compliance with the SoP will be monitored through established local and divisional Putting Things Right Meetings. I am advised that the SoP will be fully ratified by the end of August 2024.”

Source location

Response from Betsi Cadwaladr University Health Board
Page 2 · response
Published 12 February 2024

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

The concern that Elysium failed to share discharge information is factually incorrect; Betsi was informed by telephone and emailed relevant records.

Verbatim wording from the response

“Not sharing information except a few telephone calls That is not a fair reflection of the factual position. The reality is:-”

Source location

Response from Elysium Healthcare
Page 2 · response
Published 12 February 2024

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

The described processes did not create a future-death risk for Elysium because information was provided and Betsi had time to intervene.

Verbatim wording from the response

“5. This is, therefore, as far as Elysium is concerned, not a case where the facts suggest a risk of future deaths in relation to the role of Elysium. Mr Taylor was an informal patient and was assessed as low risk. His details were already well known to Betsi who had summarised his position when referring him to Elysium in the first place. They had been informed by”

Source location

Response from Elysium Healthcare
Page 2 · response
Published 12 February 2024

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

The framework agreement and internal policy adequately govern information sharing; concurrent discharge letters are not contractually required.

Verbatim wording from the response

“The Elysium internal policy is to ensure the relevant information is given to home teams so that they can follow up within 72 hours (as was done here). In case it is of assistance to put the issue in context, the contract we have with Surrey requires that information only within 5 days of discharge.”

Source location

Response from Elysium Healthcare
Page 3 · response
Published 12 February 2024

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

Lawful constraints prevented delaying discharge or requiring a joint discharge meeting for an informal patient who wished to leave.

Verbatim wording from the response

“2. The third ward round took place on 14 August. Mr Taylor wished to leave. He was an informal patient. He did not meet the criteria for detention under the MHA. Nor did he lack capacity so a deprivation of liberty under the Mental Capacity Act was not available. He had to be discharged as there was accordingly no lawful basis to refuse this. It was agreed that to enable this to take place in an orderly fashion he would leave the next day. Elysium had no alternative but to proceed with this.”

Source location

Response from Elysium Healthcare
Page 2 · response
Published 12 February 2024

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.4

  1. 1

    Disseminate an immediate safety memorandum defining out-of-area patient monitoring requirements and staff responsibilities through mental health safety huddles.

    Stated by Betsi Cadwaladr University LHBStated completedThe respondent said that this action was complete when they made their response on 12 February 2024.
  2. 2

    Ratify the standard operating procedure for managing out-of-area acute placements.

    Stated by Betsi Cadwaladr University LHBStated plannedThe respondent said that this action was planned when they made their response on 12 February 2024.
  3. 3

    Review completed proportionate reviews and action plans to identify and address governance issues in managing acute out-of-area patients.

    Stated by Betsi Cadwaladr University LHBStated in progressThe respondent said that this action was in progress when they made their response on 12 February 2024.
  4. 4

    Provide direct service oversight of acute out-of-area patients across East, Centre and West mental health services.

    Stated by Betsi Cadwaladr University LHBStated completedThe respondent said that this action was complete when they made their response on 12 February 2024.

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

Disseminate an immediate safety memorandum defining out-of-area patient monitoring requirements and staff responsibilities through mental health safety huddles.

Verbatim wording from the response

“After the inquest a memorandum/alert was shared with MHLD staff as an immediate “make safe” notice. This memorandum reinforced the requirements for the monitoring of out of area patients and key responsibilities for roles and wider teams. This memorandum was presented in each area of mental health through the established daily safety huddles, ensuring all staff understood the context of the communication, responsibilities and action. This was disseminated on 08 February 2024 and I can confirm that mental health”

Source location

Response from Betsi Cadwaladr University Health Board
Page 1 · response
Published 12 February 2024

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

Ratify the standard operating procedure for managing out-of-area acute placements.

Verbatim wording from the response

“A multi-disciplinary task and finish group has been established, chaired by the Head of Integrated strategy and development, who is leading on the development of the SoP in collaboration with both operational and clinical teams. Progress will be overseen by the MHLD Policy and Procedure Group. Following ratification, the Task and Finish Group will oversee the launch and implementation of the SoP and compliance with the SoP will be monitored through established local and divisional Putting Things Right Meetings. I am advised that the SoP will be fully ratified by the end of August 2024.”

Source location

Response from Betsi Cadwaladr University Health Board
Page 2 · response
Published 12 February 2024

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 completed proportionate reviews and action plans to identify and address governance issues in managing acute out-of-area patients.

Verbatim wording from the response

“I share your disappointment that the action plan presented at the inquest of Mr Taylor did not identify the need for stronger governance in relation to the management of acute out of area patients and I would like to advise you that the Health Board is currently reviewing completed proportionate reviews and action plans to identify and address such issues as this. We expect this review to be fully completed towards the latter end of summer 2024.”

Source location

Response from Betsi Cadwaladr University Health Board
Page 2 · response
Published 12 February 2024

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 direct service oversight of acute out-of-area patients across East, Centre and West mental health services.

Verbatim wording from the response

“services in East, Centre and West are directly overseeing acute out of area patients within their services.”

Source location

Response from Betsi Cadwaladr University Health Board
Page 2 · response
Published 12 February 2024

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