Position statement: The role profile of echo specialist physiologists

Published 14/09/2023

In common with the careers of several groups of health care professionals, the role of an echo specialist cardiac physiologist has developed considerably over the last 32 years since the BSE was formed.

In addition to core scanning/reporting responsibilities, the careers of many experienced echo-specialist physiologists have developed to include elements of Advanced or Consultant-level practice; for example within physiologist-led valve clinics (PLVC), stress, contrast or bubble lists, intraprocedural trans-oesophageal echocardiography (TOE) or complex adult congenital heart disease (ACHD) lists. Consequently, cardiac physiologists are increasingly taking on components of clinical roles traditionally performed by physicians. Professor Alison Leary and Geoff Punshon’s UK Echocardiography Workforce Report (Leary & Punshon, 2023) details proposed pathways for advanced roles.

Despite this shift, the standard description of a cardiac physiologist’s role has not kept up with this change in clinical scope of practice. Accordingly, the disparity between desired career development and the availability of a clear career development pathway to support advanced/consultant level practice is one of the key reasons cited for the current workforce retention issue of cardiac physiologists in the NHS and subsequent reliance on a high locum spend to maintain core service levels.

To bridge this gap, this document proposes several potential novel descriptions for the role of an echo-specialist cardiac physiologist. It is anticipated that whilst each job description will be unique, bespoke to the skill set and ambitions of an individual alongside the requirements and limitations of an institution, at its core will be a service-level commitment and, if desired, elements of advanced/consultant -level practice. Furthermore, an individual’s job description should not be static, but instead undergo an annual process of job plan review within the wider departmental structures available to support this.

Service-level core role

  • Scan lists of unselected inpatients and outpatients, produce factually correct, evidence-based reports directly addressing the referral indication and send these reports to the referring clinician for action.
  • Identify patients presenting with acute or suspected acute pathologies, or severe or acute symptoms, and escalate these via local pathways to an appropriate clinician for prompt review or treatment.
  • Suggest additional investigations where required.
  • Due to the workforce shortage, the core role may also include some training and supervision of junior staff, and review, feedback and countersignature of reports drafted by junior staff and trainees.

This role would fulfil the criteria for band 7 on the Agenda for Change (AFC) matrix.

Departments demonstrating good practice should additionally identify experienced members of their band 7 echocardiography teams to deliver wider aspects of a high quality and patient centred echocardiography service, including components of the Echocardiography Quality Framework (Masani, 2018) (Figure 1).

In addition to performing outpatient and inpatient echocardiography lists, a minimum of 20% of a full-time band 7 echo specialist physiologist’s job plan should be focussed on contributing to the wider echocardiography service. This proportion of time away from clinical scanning allows the echocardiographer space for continued professional development (CPD) and service improvement, whilst also providing personal enrichment, career development and enhancing overall satisfaction. It has the additional benefit of protecting echocardiography staff from musculoskeletal disorders caused by prolonged scanning times.It is recognised that in some (particularly smaller) centres staff may be rotational and rostered in other areas within Cardiac Physiology, as well as echocardiography services, and this should be taken into consideration.

The purpose of job planning is to ensure enough clinical capacity to meet the expected demand on the clinical service, seven days a week, 52 weeks per year, while balancing the development needs of people and organisations.

Job planning provides the opportunity for echocardiography staff and their managers to agree the proportion of each role that will be attributed to clinical care and other specified supporting clinical activities. It is an opportunity for echocardiography staff to describe the activities they are delivering that may not be patient-facing but that add value for patients. Job planning enables the effective and efficient use of resources in a way that brings mutual benefits to organisations, patients and clinical staff in planning and delivering high quality care. At its heart is a drive to provide patient-centred care that meets local populations’ needs and improves outcomes.

Figure 1 - Echocardiography Quality Framework

Example AfC Band 7 Job Plans

For a 5 day week

Max scan suggested 8/day (9-5, two sessions); 45 min scan*; 5/7 per week scanning; 46wk/yr. Approx 1400 scans/year.

*note that sessions with trainees require longer timeslots depending on trainee level of experience and that the capacity of the senior echocardiographer to undertake additional work during this time is highly variable depending on the stage of training of the trainee. Sufficient time must be allowed for daily huddles/staff meetings.

 

Mon

Tue

Wed

Thu

Fri

am

Echo List (IP)

CPD, Triage or Patient satisfaction survey work

Echo List (OP)

Echo List with trainee

Echo List (OP)

pm

Echo List with trainee

Trainee feedback

Echo List (OP)

Staff meeting and trainee feedback

CPD,Triage, formal trainee assessments

Roster planning

Echo List (IP)

Trainee feedback

Echo list with trainee

Mentorship/appraisal time


For a 4 day week

Max scan suggested 10 /day (8-6, two sessions); 45* min scan; 4/7 per week scanning; 46wk/yr. Approx 1400 scans/year.

*note that sessions with trainees require longer timeslots depending on trainee level of experience and that the capacity of the senior echocardiographer to undertake additional work during this time is highly variable depending on the stage of training of the trainee

 

Mon

Wed

Thu

Fri

am

Echo list with trainee

CPD/triage/patient satisfaction survey work

Echo list (IP)

Echo list with trainee

pm

Echo List (OP)

Roster planning

Echo list with trainee

Trainee feedback

Echo list with trainee

Mentorship/appraisal time

CPD/Triage/trainee assessment

Staff meeting


Advanced-level roles

In addition to an ongoing commitment to service delivery, many echocardiographers hold advanced roles within a department. These may include aspects of service leadership, research or educational roles and/or delivery of advanced echocardiography services such as physiologist-led valve clinics (PLVC), complex adult congenital heart disease (ACHD) lists, stress, contrast or bubble lists or intraprocedural TOE.

This group require time (equivalent to ‘Supporting Professional Activity’ (SPA) time in a Medical Consultant’s job-plan) to allow them to develop and nurture these specialist roles. In addition, several of the core sessions within their job plan may involve the delivery of these advanced roles.

It would be expected that these roles fulfil the criteria for band 8 on the AFC matrix.

Training/Educational lead role

*note that sessions with trainees require longer timeslots depending on trainee level of experience and that the capacity of the senior echocardiographer to undertake additional work during this time is highly variable depending on the stage of training of the trainee

 

Mon

Tue

Wed

Thu

Fri

am

Echo list with trainee (simulator-based)

SPA: Delivering educational material

Supervising echo lists with 2 x trainees

Formal assessments (Including STP/ETP Onefiles)

Supervising echo lists with 2 x trainees

pm

Echo List with trainee

Trainee feedback and /or assessment

Echo list with trainee

Senior staff meeting

SPA: Developing educational material/attending Train the Trainer

Trainee feedback

Echo list (IP)

Mentorship /appraisal time

Echo list (OP)

Trainee feedback and/or assessments


Triage lead role

*note that sessions with trainees require longer timeslots depending on trainee level of experience and that the capacity of the senior echocardiographer to undertake additional work during this time is highly variable depending on the stage of training of the trainee

 

Mon

Tue

Wed

Thu

Fri

am

Triaging outpatient referrals, discussing queries, supporting junior staff

Echo list (IP)

Triaging outpatient referrals, discussing queries, supporting junior staff

Referral audit

Echo list (OP)

pm

Echo List with trainee

Trainee feedback and /or assessment

Triaging outpatient referrals, discussing queries, supporting junior staff

Senior staff meeting

Echo list with trainee

Trainee feedback

Triaging outpatient referrals, discussing queries, supporting junior staff

Mentorship /appraisal time

Participating in relevant webinar

Triaging outpatient referrals, discussing queries, supporting junior staff


Physiologist-led valve clinic (PLVC)/ACHD/educational role

*note that sessions with trainees require longer timeslots depending on trainee level of experience and that the capacity of the senior echocardiographer to undertake additional work during this time is highly variable depending on the stage of training of the trainee

**Complex ACHD or PLVC may require longer timeslots

 

Mon

Tue

Wed

Thu

Fri

am

Physiologist-led valve clinic with trainee

SPA: Preparing educational material

Complex ACHD list

Complex ACHD list with trainee

Echo list with trainee

pm

Echo List with trainee

Trainee feedback and /or assessment

Complex ACHD list

Senior staff meeting

SPA: Presenting at ACHD webinar

ACHD MDT

Physiologist-led valve clinic, dictation

Mentorship /appraisal time

Echo list with trainee

Trainee feedback and/or assessment


Stress/Bubble/Contrast/PLVC role

*note that sessions with trainees require longer timeslots depending on trainee level of experience and that the capacity of the senior echocardiographer to undertake additional work during this time is highly variable depending on the stage of training of the trainee

** PLVC/Stress/bubble/contrast may require longer timeslots

 

Mon

Tue

Wed

Thu

Fri

am

E-bike list

Bubble list

Physiologist-led valve clinic, dictating letters

Echo list with trainee

DSE list

pm

Echo List with trainee

Preparing for MDT

MDT. Audit time

Senior staff meeting

SPA: Presenting at regional or national meeting

Bubble/contrast list

Mentorship /appraisal time

Bubble/contrast list with trainee

Trainee feedback


Managerial/Quality Assurance role

*note that sessions with trainees require longer timeslots depending on trainee level of experience and that the capacity of the senior echocardiographer to undertake additional work during this time is highly variable depending on the stage of training of the trainee

 

Mon

Tue

Wed

Thu

Fri

am

Audit and QA

Managerial activities

Echo list with trainee

Echo list with trainee

SPA: Presenting at regional/national webinar

pm

Echo List with trainee

Senior staff meeting

Audit and QA

Managerial activites

Physiologist-led valve clinic

Echo list (IP/OP)

Mentorship /appraisal time

Service user satisfaction audit

Trainee feedback


Research role

*note that research lists may require longer timeslots

 

Mon

Tue

Wed

Thu

Fri

am

Research list

Grant or publication writing

Research list

Echo list with trainee

Grant or publication writing

pm

Echo List with trainee

Senior staff meeting

Presenting at conference or webinar

Echo list (IP)

Meet with clinical statistician

Echo list (OP)

Mentorship /appraisal time

Research list

Trainee feedback


Development roles

An echo-specialist cardiac physiologist’s role may temporarily fit across both the core and advance-level practice descriptions outlined above. These will be development roles, where an individual is working towards taking on one of the advanced level roles. These development roles would require time in a job plan but not necessarily attract the same uplift in banding until autonomous practice has been demonstrated. CPD and lifelong learning are necessary for the development of everyone who works in health and social care and for the experience of service users. They support a workforce that is capable of designing, delivering, evaluating and improving high quality care and services (The interprofessional CPD and Lifelong Learning UK Working Group, 2019).

CPD and lifelong learning in line with regulatory, professional and UK health and social care system requirements (as well as any statutory and compulsory training requirements) are an essential part of SPA. Job planning enables individuals and Trusts to show how they are meeting this requirement.

BSE risk calculator for total minimum dataset studies performed per annum:

This document is intended for use by echo service managers and teams to manage workload and maximise staff retention. 

This risk calculator is a consensus document based on round-table discussion.

It is recommended that the total number of echocardiograms per annum is calculated on a 46-week basis and factors in 22% of total workload for internal cover.

An appropriate level of non-scanning time is needed to complete non-patient contact tasks including contributing to audit and governance, supporting trainees, and triaging.

An appropriate ratio of clinical to non-scanning time is 80:20%.

Number performed per annum

Risk of musculoskeletal injury

Risk of loss of departmental training capacity

Risk of de-skilling in non-echo clinical skills

Risk of staff dissatisfaction and burn-out

>1600

       

1400-1600

       

<1400

       

Red = high risk

Orange = medium risk

Green = low risk

Summary

In summary the role of an echo-specialist cardiac physiologist has evolved considerably over the last three decades and will doubtlessly continue to do so in the future and there is the expectation of a requirement for more Consultant Cardiac Physiologist/Clinical Scientist roles to meet this need. Adjusting the description of this role away from that of a technician responsible for a set quantity of scans and towards one that recognises the many areas of autonomous clinical practice which are undertaken by this group of clinical professionals is essential to equip departments with a robust and adaptable staffing structure. 

References

  • Leary, A. and Punshon, G. (2023) The UK echocardiography workforce, www.bsecho.org. Available at: https://www.bsecho.org/Public/Resources/Workforce/Report-2.aspx (Accessed: 11 September 2023).
  • Masani, N. (2018). The Echocardiography Quality Framework: a comprehensive, patient-centered approach to quality assurance and continuous service improvement. Echo Research and Practice, pp.G35–G41. doi:https://doi.org/10.1530/erp-18-0052.
  • The interprofessional CPD and Lifelong Learning UK Working Group (2019). Principles for continuing professional development and lifelong learning in health and social care. [online] Available at: https://www.bda.uk.com/uploads/assets/3830abb3-e267-4f5c-a93e7c3aca843ffe/cpdjointstatement.pdf.

BSE Council and Trustees, September 2023