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Exercise Referral Schemes: 
A Professional Update 
Welcome 
Ben Jane
Outline 
• Brief Updates 
– E-CoachER project 
– UKActive Summit 
• The New NICE Guidelines PH54 
• Discussion 
• Lunch 
• Housekeeping
• NIHR Project ref: 13/25/20 
• Prof Adrian Taylor, et al. 
• “A multi-centred RCT of an augmented 
exercise referral scheme using web-based 
behavioural support in individuals with 
metabolic, musculo-skeletal and mental 
health conditions”
1. To determine whether the e-coach intervention, compared to control, increases the 
proportion of participants who achieve the public health target of 150 mins of 
moderate/vigorous physical activity (MVPA) at 12 months. 
2. To determine whether the e-coach intervention, compared to control, increases the proportion of 
participants who take up the opportunity to attend an initial consultation with an exercise 
practitioner (uptake), maintain objectively assessed and self-reported physical activity (PA), and 
improve health related quality of life at 4 and 12 months. 
3. To quantify the additional costs of delivering the intervention and determine the differences in 
health utilisation and costs between intervention and control at 12 months. 
4. To assess the intervention cost-effectiveness compared with control at 12 months 
(incremental cost per quality adjusted life years [QALY]) and over the lifetime perspective 
(incremental cost per QALY) using a previously developed decision model to estimate future costs 
and benefits. 
5. To quantitatively and qualitatively explore if the impact of the intervention is moderated by 
medical condition, age, gender and socioeconomic status, or ERS characteristics. 
6. To quantitatively and qualitatively explore the mechanisms through which the e-coach 
intervention may impact on the outcomes.
• 2 arms: control and intervention 
• 700 per group across three areas (Plymouth, 
Birmingham, Glasgow) 
• Success…10% increase in those achieving PA 
guidelines in 12 months time
• Potential Benefits: 
– Improved behaviour change outcomes 
– Improve schemes run by L3 ERS qualified 
– Standardised approach to Behav Change 
• Look out for updates…
UKActive Summit Update 
• Bruce Lockie 
– Cornwall Sports Partnership
NICE Guidance PH54 - The Context 
• 2001 – NQAF Exercise Referral 
• 2010 – BHFNC Exercise Referral Toolkit 
• 2011 – Start Active, Stay Active 
• Let’s Get Moving Pathway 
• PH54 replaces PH2 (2006) recommendation 5 
“Practitioners, policy makers and commissioners 
should only endorse exercise referral schemes to 
promote physical activity that are part of a 
properly designed and controlled research study to 
determine effectiveness”
PH54 
• Aimed at: 
– Primary care practitioners 
– Policy makers 
– Commissioners 
– Practitioners 
• Development: 
– Systematic review (update) 
– Focus Groups 
– Interviews 
– PHAC
What is an ERS? 
The scope of the guidelines… 
• An assessment involving a primary care or allied health 
professional to determine that someone 
is sedentary or inactive, that is, they are not meeting 
current UK physical activity guidelines. 
• A referral by a primary care or allied health professional 
to a physical activity specialist or service. 
• A personal assessment involving a physical activity 
specialist or service to determine what programme of 
physical activity to recommend for their specific needs. 
• An opportunity to participate in a physical activity 
programme.
Recommendations 
1. Schemes should not be funded for people 
who are sedentary/inactive but otherwise 
healthy 
2. Schemes should only be funded if… 
– Incorporates BCTs see PH49 
– Collects data 
– Makes data available 
3. PHE collate local data
Behaviour Change Techniques (BCTs) 
• Recognise Readiness to Change 
• Goals and Action Plans 
• Social Support 
• Individualised Approach 
• Monitoring and Feedback 
• Relapse Prevention
Collecting Data 
• Programme details 
• Evaluation details 
• Demographics of individual 
participants 
• Baseline data 
• Follow-up data (impact 
evaluation) 
• Process evaluation
Advanced Exercise Referral 
• MI 
• Stroke 
• Chronic Heart Failure 
• COPD 
• Depression 
• CLBP 
• Chronic Fatigue Syndrome 
• Require L4 instructor 
• Outside the scope of 
PH54
Evidence of Effectiveness 
• Few studies since Pavey et al (2011 ) 
• 1.08 relative risk of participants meeting 
CMO recommendations 
– 36 people to take part in ERS for 1 of them to be 
more active 
• Limited medium to long term 
• Assessment of activity levels
Economic Modelling 
• Cost - £217 
• ICER - £72k-£113k per QALY (best £31k) 
• NICE guidelines 
– £20k-£30k QALY not cost effective 
• Benefits only PA relative to 
CMOs guidelines 
• Multiple morbidities not 
accounted for
Barriers to Success 
• Poor referral practices 
• Staff Training and intervention fidelity 
• Content of schemes
Potential for research 
• Effectiveness/Cost-effectiveness of different 
ExRef schemes 
• Factors that effect uptake & adherence 
• Sub-groups 
• Differences between ERS & other schemes
Discussion 
• How do you think it might affect your 
practice? 
• How might it affect those that commission 
schemes? 
– GPs, CCGs etc 
• Sharing best practice
Thanks for coming 
bjane@marjon.ac.uk 
@marjonuniHEPA 
LearningSpace

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Nice ph54 exercise referral

  • 1. Exercise Referral Schemes: A Professional Update Welcome Ben Jane
  • 2. Outline • Brief Updates – E-CoachER project – UKActive Summit • The New NICE Guidelines PH54 • Discussion • Lunch • Housekeeping
  • 3. • NIHR Project ref: 13/25/20 • Prof Adrian Taylor, et al. • “A multi-centred RCT of an augmented exercise referral scheme using web-based behavioural support in individuals with metabolic, musculo-skeletal and mental health conditions”
  • 4. 1. To determine whether the e-coach intervention, compared to control, increases the proportion of participants who achieve the public health target of 150 mins of moderate/vigorous physical activity (MVPA) at 12 months. 2. To determine whether the e-coach intervention, compared to control, increases the proportion of participants who take up the opportunity to attend an initial consultation with an exercise practitioner (uptake), maintain objectively assessed and self-reported physical activity (PA), and improve health related quality of life at 4 and 12 months. 3. To quantify the additional costs of delivering the intervention and determine the differences in health utilisation and costs between intervention and control at 12 months. 4. To assess the intervention cost-effectiveness compared with control at 12 months (incremental cost per quality adjusted life years [QALY]) and over the lifetime perspective (incremental cost per QALY) using a previously developed decision model to estimate future costs and benefits. 5. To quantitatively and qualitatively explore if the impact of the intervention is moderated by medical condition, age, gender and socioeconomic status, or ERS characteristics. 6. To quantitatively and qualitatively explore the mechanisms through which the e-coach intervention may impact on the outcomes.
  • 5. • 2 arms: control and intervention • 700 per group across three areas (Plymouth, Birmingham, Glasgow) • Success…10% increase in those achieving PA guidelines in 12 months time
  • 6. • Potential Benefits: – Improved behaviour change outcomes – Improve schemes run by L3 ERS qualified – Standardised approach to Behav Change • Look out for updates…
  • 7. UKActive Summit Update • Bruce Lockie – Cornwall Sports Partnership
  • 8. NICE Guidance PH54 - The Context • 2001 – NQAF Exercise Referral • 2010 – BHFNC Exercise Referral Toolkit • 2011 – Start Active, Stay Active • Let’s Get Moving Pathway • PH54 replaces PH2 (2006) recommendation 5 “Practitioners, policy makers and commissioners should only endorse exercise referral schemes to promote physical activity that are part of a properly designed and controlled research study to determine effectiveness”
  • 9. PH54 • Aimed at: – Primary care practitioners – Policy makers – Commissioners – Practitioners • Development: – Systematic review (update) – Focus Groups – Interviews – PHAC
  • 10. What is an ERS? The scope of the guidelines… • An assessment involving a primary care or allied health professional to determine that someone is sedentary or inactive, that is, they are not meeting current UK physical activity guidelines. • A referral by a primary care or allied health professional to a physical activity specialist or service. • A personal assessment involving a physical activity specialist or service to determine what programme of physical activity to recommend for their specific needs. • An opportunity to participate in a physical activity programme.
  • 11. Recommendations 1. Schemes should not be funded for people who are sedentary/inactive but otherwise healthy 2. Schemes should only be funded if… – Incorporates BCTs see PH49 – Collects data – Makes data available 3. PHE collate local data
  • 12. Behaviour Change Techniques (BCTs) • Recognise Readiness to Change • Goals and Action Plans • Social Support • Individualised Approach • Monitoring and Feedback • Relapse Prevention
  • 13. Collecting Data • Programme details • Evaluation details • Demographics of individual participants • Baseline data • Follow-up data (impact evaluation) • Process evaluation
  • 14. Advanced Exercise Referral • MI • Stroke • Chronic Heart Failure • COPD • Depression • CLBP • Chronic Fatigue Syndrome • Require L4 instructor • Outside the scope of PH54
  • 15. Evidence of Effectiveness • Few studies since Pavey et al (2011 ) • 1.08 relative risk of participants meeting CMO recommendations – 36 people to take part in ERS for 1 of them to be more active • Limited medium to long term • Assessment of activity levels
  • 16. Economic Modelling • Cost - £217 • ICER - £72k-£113k per QALY (best £31k) • NICE guidelines – £20k-£30k QALY not cost effective • Benefits only PA relative to CMOs guidelines • Multiple morbidities not accounted for
  • 17. Barriers to Success • Poor referral practices • Staff Training and intervention fidelity • Content of schemes
  • 18. Potential for research • Effectiveness/Cost-effectiveness of different ExRef schemes • Factors that effect uptake & adherence • Sub-groups • Differences between ERS & other schemes
  • 19. Discussion • How do you think it might affect your practice? • How might it affect those that commission schemes? – GPs, CCGs etc • Sharing best practice
  • 20. Thanks for coming bjane@marjon.ac.uk @marjonuniHEPA LearningSpace