Financial Dashboard

Financial DashboardMonitor Risk Ratings

Annual Month 1

Accounts Actual

2012/13 2013/14

% Score Score

Achievement of plan EBITDA achieved 10 4 4

Underlying Performance EBITDA margin % 25 3 2

Financial Efficiency Return on assets excluding dividend % 20 5 5

I&E surplus margin net of dividend % 20 5 3

Liquidity Liquidity ratio (days) 25 4 4

Overall Risk Rating Weighted rounded score of above 4 4

WeightMetric to be scoredFinancial Criteria

Financial Dashboard

Quality Measures – Compliance Framework

Jan-13 Feb-13 Mar-13Year End Position

12-13Apr-13

Trend based on March 13 to April

13

a) % Seen within 4 Hours 95% 99.75% 99.79% 99.86% 99.87% 99.94%

(a) receiving follow-up contact within seven days of discharge OR

Department of Health Quarterly Omnibus

SurveyQuarterly 95% 98.3% 95.3% 95.3% 96.8% 95.6%

(b) having formal review within 12 monthsMental Health Minimum

DatasetQuarterly 95% 97.5% 97.3% 97.9% 97.9% 97.8%

Department of Health Monthly SITREP Return

Quarterly <7.5% 1.0 5.4% 4.5% 3.3% 5.2% 4.9%not comparable

data

Care Quality Commission Periodic

ReviewQuarterly 95% 1.0 98.4% 96.5% 98.8% 98.5% 98.5%

Department of Health Quarterly Omnibus

SurveyQuarterly

95%*(143 cases)

0.5 101.6% 102.3% 106.3% 106.3% 100.0%

Mental Health Minimum Dataset

Quarterly 99% 0.5 99.9% 99.9% 99.8% 99.8% 99.8%

a) % open patients on CPA with a valid employment status

Mental Health Minimum Dataset

Quarterly 98.1% 97.9% 98.1% 98.1% 98.3%

b) % open patients on CPA with a valid accommodation status

Mental Health Minimum Dataset

Quarterly 97.2% 97.1% 97.2% 97.2% 97.0%

c) % open patients on CPA having HoNOS assessment in past 12 months

Mental Health Minimum Dataset

Quarterly 61.7% 61.0% 72.5% 72.5% 78.5%

Care Quality Commission Periodic

ReviewAnnual n/a 0.5 COMPLIANT COMPLIANT COMPLIANT COMPLIANT COMPLIANT

i) Referral to Treatment Times - AHP Lead in the Community

a) % of Patients on an AHP Pathway with a valid start date

no threshold not applicable not applicable not applicable not applicable not applicable n/a

ii) Community Treatment Activity - Referralsa) % of Referrals logged within PARIS with a valid priority

no threshold 70.3% 70.1% 67.9% 68.9% 68.6%

iii) Community treatment activity – care contact activity

a) % of face to face contacts with a valid location type

no threshold 99.53% 99.7% 99.9% 99.6% 99.9%

Data completeness:Community Care Activity

50% 1.0

Meeting commitment to serve new psychosis cases by early intervention teams

Data completeness: identifiers

Data completeness: outcomes

50% 0.5

Self-certification against compliance with requirements regarding access to healthcare for people with a learning disability

Weighting

Admissions to inpatient services had access to crisis resolution home treatment teams

Indicators Data SourceReporting Frequency

Thresholds

A&E 1.0

Care Programme Approach (CPA) patients

Either of the following indicators

1.0

Minimising delayed transfers of care

Please Note : The Delayed Discharge figure is now calculated including Social Care delays. This has been highlighted in a recent audit and does affect 12/13 reported figures. However there are no areas for concern as we did not breach the Monitor target of 7.5% at any point in 12/13 using the new calculations. The year end position includes Social Care delays. Following confirmation with Monitor the threshold has not been increased to take account of Social Care delays.The HONOS Compliance has increased this month, this is due the development of a weekly report and targetted action by Operational Services.

Quality Measures – Risks & Serious Untoward Incidents

High Level Risks May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13

High Level Risks B/F 1 1 3 0 1 0 0 1 0 0 0 0

High Level Risks added 0 2 0 1 0 0 1 0 0 0 0 0

High Level Risks reduced or closed 1 0 3 0 1 0 0 1 0 0 0 0

High Level Risks carried forward 1 3 0 1 0 0 1 0 0 0 0 0

Serious Untoward Incidents May-12 Jun-12 Jul-12 Aug-12 Sep-12 Oct-12 Nov-12 Dec-12 Jan-13 Feb-13 Mar-13 Apr-13

Review in progress and within 45 day timescale

13 9 6 7 6 8 7 6 7 5 7 8

Reviews in progress but over 45 days with agreed extensions

0 1 0 0 1 1 0 1 2 4 1 0

Review complete awaiting Patient Safety Panel Approval

4 5 4 4 1 1 3 8 3 4 5 7

Review in progress but over 45 day timescale - overdue

0 0 0 0 0 0 0 0 0 0 0 0

Human Resources

VacanciesTotal in

Recruitment

WTEs Under/Over Established

Adults -56.75 60.89 4.14Later Life & Memory Services -17.98 10.60 -7.38Learning Disabilities -1.32 2.96 1.64CAMHS -6.83 9.40 2.57Forensic Services -5.91 3.60 -2.31Community Children's & Locality Services -18.47 14.05 -4.42Community Targeted, Rehab & Acute Services -20.48 35.50 15.02Corporate Services -21.35 20.36 -0.99TOTALS -149.09 157.36 8.27

Care Quality Commission / Objectives / CQUIN

CQC QRP Rating- Self Declaration

high red

low red

high amber

Worse than expected

low amberTending towards worse than expected

high neutral

Similar to expected

low neutral

Tending towards better than expected

high green

Better than expected

low greenMuch better than expected

Much worse than expected

Strategic Objectives CQUIN

To be reported at the end of Qtr 1