Prevention of Future Deaths reports · 2022

Gerwyn Rees

Regulation 28 report to prevent future deaths, reference 2022-0248, written 8 Aug 2022. A coroner writes one of these when an inquest reveals a risk that could cause further deaths unless something changes.

Date of report8 Aug 2022
Reference2022-0248
DeceasedGerwyn Rees
CoronerRobert Sowersby
Coroner areaAvon
CategoryHospital Death (Clinical Procedures and medical management) related deaths
Organisation namedUniversity Hospitals Bristol and Weston NHS Foundation Trust
Sourcejudiciary.uk record · original PDF
Responses published1

The report

Text extracted from the PDF text layer. Reproduced verbatim, including the scan's own layout.

M. E. Voisin
 Her Majesty’s Senior Coroner 
Area of Avon 

8 August 2022 

REF: 21890 

REGULATION 28 REPORT TO PREVENT FUTURE DEATHS 

THIS REPORT IS BEING SENT TO:   

1. Chief Executive,  University Hospitals Bristol and Weston NHS Foundation
Trust (‘UHBW’)
2. Head of Clinical Governance, UHBW
CORONER 

1 

I am Robert Sowersby, Assistant Coroner for the Area of Avon 

2 

CORONER’S LEGAL POWERS 

I make this report under paragraph 7, Schedule 5, of the Coroners and Justice Act 2009 
and regulations 28 and 29 of the Coroners (Investigations) Regulations 2013. 

http://www.legislation.gov.uk/ukpga/2009/25/schedule/5/paragraph/7 
http://www.legislation.gov.uk/uksi/2013/1629/part/7/made 

3 

INVESTIGATION and INQUEST 

On 20 January 2021 an investigation commenced into the death of Mr Gerwyn John 
REES, aged 77. The investigation concluded at the end of the inquest on 3 August 
2022.  

The medical cause of death was: 

1a)  Frailty and hip fracture 

2) Delirium

The narrative conclusion of the inquest was as follows: 

Mr Gerwyn Rees was elderly and frail, and at a high risk of sustaining serious 
injury from falling, when he was admitted to the Bristol Royal Infirmary on 28 
November 2020.  The staff looking after him in hospital did not take adequate 
steps to prevent him from falling, and he fell over on 29 November 2020, 
sustaining a fractured hip.  He underwent surgery, but his condition continued to 
deteriorate over time, and in January 2021 he was discharged to Westin Care 
Home in Whitchurch for palliative care: he sadly died there on 17 January 2021, 
as a result of both general frailty and the hip injury sustained in hospital. 

The Coroner's Court, Old Weston Road, Flax Bourton, BS48 1UL 

 4 

CIRCUMSTANCES OF THE DEATH 

Giving a litte more detail, the circumstances of the death were that: 
• Mr REES was 77 years old and was in poor general health
• He had a pre-existing brain injury, frontal lobe damage, a history of alcohol

misuse and a significant psychiatric history

• He experienced episodes of confusion and had memory problems
• He mobilised at home with a stick or with a frame, or with assistance
• Before the admission during which he broke his hip, Mr REES had a recent

previous admission (from October to 25 November 2020), during which he had
been investigated for gallbladder problems – an admission that he had not been
expected to survive
I note from the RCA report that Mr REES had experienced an inpatient fall (at
Callington Road Hospital) immediately prior to that admission, and further
inpatient falls (at the BRI) during it

•

• Mr REES had been discharged home from that earlier admission on 25

November 2020

• While he was at home he appears to have had a number of falls over the

ensuing days, and on 28 November 2020 (just three days after his discharge) he
and his partner called 999

• When the ambulance attended, the paramedics determined that Mr REES had
postural hypotension (which meant he was often dizzy or lightheaded when he
stood up); they were also concerned that he may have a heart condition, and
were worried that he appeared not to be looking after himself

• The paramedics took Mr REES to the BRI, where he was admitted the same day
• The following day (29 November 2020) Mr REES had his falls risk assessed on

Ward A413

• That assessment was carried out by a Nursing Assistant, and then signed off by

a Registered Nurse

•

• At that time falls risk assessments were performed in line with the BRI’s then-
current Enhanced Care Observation and Meaningful Observation Policy (‘the
ECO Policy’)
In my judgment, when his falls risk was assessed on 29 November 2020 Mr
REES clearly and unarguably represented a high falls risk – there was a
significant risk that he would fall, and a very significant risk that if he did fall, then
he might sustain serious injury

• To reiterate, at the time of that assessment Mr REES was:

o 77 years old
o Frail and appeared not to be looking after himself
o Mobilised with a stick or a frame, or with help, when he was at home
o Had fallen at least once, and possibly more than once, in the last 3-4

days

o Had fallen more than once during his last (recent) inpatient stay at the

BRI

o Had a known brain injury (which both made him particularly vulnerable if
he did fall, and also contributed to episodes of confusion and memory
loss)

o Had been admitted with identified postural hypotension, which created an

obvious falls risk.

• Notwithstanding those obvious (and significant) risk indicators, Mr REES was

assessed as requiring Level 2 Enhanced Care Observations: I note from looking
at the relevant table in Appendix A of the then-in-force ECO Policy that this
equates to a “low risk”

• According to the text accompanying “ECO level 2”, that level of observations is

to be used when:

The Coroner's Court, Old Weston Road, Flax Bourton, BS48 1UL 

 “The patient displays occasional unsafe behaviour (which is not 
expected to result in serious harm) or is at avoidable risk of mild 
levels of harm.” 

(Emphasis in bold added.) 

•

• The wording in this part of the table contains two distinct elements: the first
relates to the likelihood of a fall taking place, the second relates to the likely
seriousness of the outcome if a fall does happen
It appears self-evident to me that a frail 77-year old with a pre-existing brain
injury is at risk of really serious harm if s/he falls over in hospital, and therefore
that ECO level two could not in any way be an appropriate categorisation for
someone in Mr REES’s position, irrespective of whether he could properly be
said to exhibit only occasional unsafe behaviour

• Mr REES had his first inpatient fall later that same day – at around 12.30pm –

although he did not sustain any serious injury at that time

• He was then transferred to ward A515
•

I was told in live evidence that Mr REES’s falls risk had been reassessed after
his first inpatient fall, and that he was moved to A515 as an “ECO level 3”
patient, although that evidence was not supported by the contemporaneous
medical records, or indeed by much of the written evidence that was submitted
to me in the course of my investigation

• Shortly after moving to Ward A515 Mr REES was left unattended by the Nursing
Assistant who was supposed to be keeping an eye on him (she had gone to tell
the Nurse in Charge that she thought he needed to be observed more closely);
Mr REES tried to stand up to follow her out of the room, suffered his second
inpatient fall of the day, and fractured his hip (an injury which later made a
significant contribution to his death)

• Although Mr REES underwent successful surgery, he never recovered fully from

this injury, and he later died as a result of both his frailty and the fracture.

5 

CORONER’S CONCERNS 

During the course of the inquest the evidence revealed matters giving rise to concern. 
In my opinion there is a risk that future deaths will occur unless action is taken and in 
the circumstances it is my statutory duty to report to you. 

The MATTERS OF CONCERN are as follows.  – 

•

I find it very difficult to see how Mr REES could properly have been allocated to
level 2 ECO observations (“low risk”) at the time of his initial falls risk
assessment on 29 November 2020

• However, notwithstanding that initial concern on my part, I am more concerned

by the apparent absence of learning following Mr REES’s death

• The Trust’s Root Cause Analysis (‘RCA’) investigation/report (co-authored by

 a Matron / Senior Nurse) does not identify any issue or concern 

in respect of that initial allocation to ECO level 2 

• Further – during the inquest – when I questioned the nurse who had approved

the initial “Level 2” allocation on Ward A413 
maintained that ECO Level 2 was appropriate for Mr REES at that time, before
later conceding to me that he should have been allocated to Level 3
observations from the outset and that ECO Level 2 was not an appropriate
categorisation for him at the time of his initial falls risk assessment

 she initially

• When I then questioned

 (RCA co-author) about this same point, 

she too initially gave evidence that ECO Level 2 was a reasonable 
categorisation for Mr REES during the initial falls risk assessment, applying 

The Coroner's Court, Old Weston Road, Flax Bourton, BS48 1UL 

 •

“clinical judgment” (albeit that she later accepted – I think – that it had not been 
an appropriate categorisation at that time) 
I struggle to see how, as a senior nurse with responsibility for investigating an
incident such as this and disseminating learning as a result of it, Nurse
can have suggested to me that ECO 2 was ever appropriate for Mr REES
• The lack of criticism of Mr REES’s initial risk allocation to ECO level 2 in the

RCA report, coupled with these aspects of the live evidence of Nurse

 and Matron 

 (see above) suggest to me that there was a 
lack of investigative rigour in the RCA reporting process, and/or that the ECO 
Policy was (and is) not properly understood by the staff involved in authoring the 
RCA, or in implementing the policy 

• Whilst it is relatively commonplace to see circumstances in which policies or

standard operating procedures have not been properly understood or
implemented on a ward, in real time, it is more concerning still to see
circumstances such as these; in which even after the Trust’s investigation and
learning process have been completed there does not appear to be an
appreciation of where mistakes have been made: this of course means that
there has been a missed opportunity to learn from the death in question

• For completeness, I do not think that I am wrong in my interpretation of the ECO

Policy, but if I am, and if – following that policy properly – a patient with a
background such as Mr REES could properly be described as at “low risk” and
requiring only the protection that is afforded by ECO level 2, then I would be very
concerned that the policy itself was not fit for purpose, or safe.

In my opinion there is a risk that future deaths will occur unless action is taken. 

In the circumstances it is my statutory duty to report to you. 

The Coroner's Court, Old Weston Road, Flax Bourton, BS48 1UL 

 6 

ACTION SHOULD BE TAKEN 

In my opinion action should be taken to prevent future deaths and I believe you have 
the power to take such action.  

7 

YOUR RESPONSE 

You are under a duty to respond to this report within 56 days of the date of this report, 
namely by 26 September 2022.  I, the coroner, may extend the period. 

Your response must contain details of action taken or proposed to be taken, setting out 
the timetable for action. Otherwise you must explain why no action is proposed. 

8 

COPIES and PUBLICATION 

I have sent a copy of my report to the Chief Coroner and to the following Interested 
Persons – the family of the deceased.  I have also sent it to the Care Quality 
Commission who may find it useful or of interest. 

I am also under a duty to send the Chief Coroner a copy of your response. 

The Chief Coroner may publish either or both in a complete or redacted or summary 
form.  He may send a copy of this report to any person who he believes may find it 
useful or of interest.  You may make representations to me, the coroner, at the time of 
your response, about the release or the publication of your response by the Chief 
Coroner. 

9 

08/08/2022 

Signature   

Robert Sowersby Assistant Coroner Area of Avon 

The Coroner's Court, Old Weston Road, Flax Bourton, BS48 1UL

Responses

1 response published against this report on judiciary.uk. A response is a body's written reply to the coroner's concerns; publication is at the discretion of the Chief Coroner's office, so an absent response does not mean nobody replied.

Response from University Hospital Bristol and Weston (PDF)
Trust Headquarters 
Marlborough Street 
Bristol BS1 3NU 

Email: 

website: www.uhbw.nhs.uk 

26 September 2022 

Letter sent by e-mail t
Mr Robert Sowersby 
HM Assistant Coroner 
Coroner’s Court 
Old Weston Road 
Flax Bourton 
Bristol 
BS48 1UL 

Your ref:  21890 

Dear Mr Sowersby, 

RE: Regulation 28 report to prevent future deaths relating to the inquest of Mr Gerwyn 
John Rees 

Thank you for your report relating to the inquest of Mr Rees raising your concern that there 
remains a risk that future deaths will occur unless action is taken. We value insights from 
outside of the Trust to enable further improvements to be made to the quality and safety of 
our services. 

Following the receipt of your Regulation 28 report, we have reflected on our Root Cause 
Analysis report relating to Mr Rees and we have reviewed our Enhanced Care Observation 
and Meaningful Activities Policy. We have summarised the work we are already doing to 
improve our patient safety incident investigations. 

The Trust takes patient falls very seriously and is committed to reducing the number by 
mitigating the risks of falling as much as possible.  Where falls do occur, we are committed 
to learning from these events to identify any areas for improvement in our patient care. The 
dementia, delirium and falls team has clinicians from nursing and allied health professionals 
background who provide support, specialist assessments and advice to ward based teams  

 
      
 
 
 
 
 
                                                                                               
 
 
 
 
 
 
 
 
 across the Trust. The ward based teams also identify and have falls champions within each 
team to facilitate and cascade evidence based practice in falls prevention and care. The 
Team also has  updated the falls prevention information leaflet as well as providing 
simulation based bespoke training to ward teams in the management of falls.  

We have reflected on the Root Cause Analysis carried out in this case with particular regard 
to the concerns you have raised.  When assessing the falls risk for new patients admitted to 
hospital, we consider many aspects including their past medical history, reason for 
admission, and the presentation of the patient at that time.  In Mr Rees’ case he was 
assessed on admission and assigned ECO level 2.  At the time of presentation Mr Rees 
was found to be alert, orientated, not agitated, and calm.  Mr Rees was able to hold a 
coherent conversation and was able to understand instructions to sit and wait for help to 
assist him to mobilise.  Mr Rees was not putting himself at risk e.g., he was not attempting 
to mobilise on his own.  We recognised that Mr Rees was an elderly gentleman with a 
history of previous falls and underlying mental health and medical health issues.   Whilst 
this history helps to inform a risk assessment, it is used in conjunction with a patient’s 
presentation at the time.  Mr Rees was not confused or agitated in his presentation to 
trigger a higher level of observation under the Enhanced Care Observation Policy at that 
time.  As Mr Rees was able to engage in a conversation and understand instructions, his 
behaviour was considered to be predictable as he was able to follow instructions to wait for 
assistance.  When Mr Rees sadly suffered a fall on A413, this should have prompted a re-
assessment and assignment to ECO level 3.  We accept that the communication around 
the ECO level 3 when Mr Rees was transferred to ward A515 was suboptimal and this has 
been considered in the Root Cause Analysis.  

As a direct result of this case, we have reconsidered our Enhanced Care Observation 
(ECO) and Meaningful Activities Policy and are in the process of implementing a revised 
policy to take on board our learning from this case.  It is expected that this updated policy 
will be in place by November 2022.  The updated policy removes the levels of 1, 2, 3, and 4 
for ECO, which sometimes causes confusion amongst practitioners and replaces the levels 
for all inpatients requiring observations with: 

Intermittent supportive observation,  

•  General observation,  
• 
•  Continuous supportive observation – within eyesight and  
•  Close supportive observation – within arm’s length.  

The ECO guidance now provides a holistic view of patients, instead of a risk assessment 
based on falls or confusion alone, i.e. accounting for any behavioural changes, confusion, 
previous/current history of falls, requiring supervision or assistance for transfers and 
mobility, lack of insight etc.  There is additional guidance on appropriate care and referral 
for persons with learning disabilities, dementia/delirium, alcohol or drug withdrawal and 
patients with acute mental illness in an acute care setting.  The updated policy also 
provides guidance on using the multi-disciplinary team’s expertise and input, for e.g., 
occupational therapists for advice on meaningful activities for patients with ECO and 
referrals to appropriate specialist care teams (liaison psychiatry, dementia, delirium and 
falls team). In addition, to provide equitable and consistent care for all our patients, we will 
look at strengthening the ECO policy along with our partners in North Bristol NHS Trust.  

 
      
 
 
 
 
 It is expected that reducing the reliance on a ‘numbered’ level of care for ECO and 
reinforcing the actual level of care a patient requires, staff would provide adequate and 
appropriate enhanced care observation for patients who require it. In addition, considering 
the holistic needs of a patient would allow staff to provide the most appropriate level of care 
for a patient rather than a reliance on risk assessments for falls or confusion alone.  

Once the updated policy has been approved, key staff groups affected by the ECO policy 
will be provided support, education, and training in applying the policy in practice. This will 
include display signs in ward areas, a meaningful activities list and task kits, and additional 
training to the ECO team from the dementia, delirium and falls team. 

In relation to the Trust’s investigatory processes, it may be helpful to explain that since 
2020 University Hospitals Bristol and Weston NHS Foundation Trust has been learning 
about and preparing for the transfer to the new national Patient Safety Incident Response 
Framework. The Patient Safety Incident Response Framework supports the development 
and maintenance of an effective patient safety incident response system that integrates four 
key aims: 

1.  Compassionate engagement and involvement of those affected by patient safety 

incidents 

2.  Application of a range of system-based approaches to learning from patient safety 

incidents 

3.  Considered and proportionate responses to patient safety incidents 
4.  Supportive oversight focused on strengthening response system functioning and 

improvement. 

Unfortunately, pace was impeded by the Covid-19 pandemic and the need to prioritise 
clinical service provision however in the past 12 months practical preparations have taken 
off to enable transfer to the new framework by June 2023. A number of changes have 
already been made which are relevant to this response with more currently underway and 
planned which are summarised below. 

•  A new model for patient safety investigation has been agreed and funded. This will 
provide for a small central team of expert investigators, including a human factors 
specialist, who will carry out the majority of patient safety incident investigations 
which meet the criteria for a full patient safety incident investigation. It is anticipated 
these roles will be in place by the end of 2022/23. 

•  The criteria for a full investigation will include those events for which a full 

investigation is nationally mandated and events related to key patient safety risks 
identified as priorities for learning and improvement within UHBW’s Patient Safety 
Incident Response Plan. This plan will be published on our website by the end of 
2022/23. 

•  The expert investigators will be required to have completed the relevant specialist 

investigation training and to meet the standards and competencies which have now 
been set nationally. 

•  Seven members of staff working in patient safety roles in UHBW have undertaken 
the new level 3 investigation training made available by the Healthcare Safety 
Investigation Branch (HSIB) in early 2022 (or possess a recognised Masters level  

 
      
 
 
 
 
 
 
 
 •  equivalent). Further level 2 patient safety training modules have 

been made available by the HSIB in the past couple of weeks and UHBW staff in 
relevant roles are accessing these over the next few months.  

•  There will be alternative methods for reviewing and learning from patient safety 
events that do not meet the criteria for a full patient safety incident investigation. 

•  Governance arrangements for learning and improvement from patient safety 

incidents will continue and be enhanced. 

We trust that our response provides you with the assurance you require with regards to 
consistent rigour of patient safety incident investigations and supports our staff to better 
identify the level of observation appropriate to patient needs. 

Kind regards, 

Chief Executive 

Head of Quality and Patient Safety

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