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