Use of Simulation to Improve Quality and Safety

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Use of Simulation to Improve Quality and Safety May/June 2012 Conference Connie M. Lopez, MSN, CNS, RNC-OB, CPHRM National Leader, Patient Safety & Risk Management

About Kaiser Permanente We are the nation's largest not-for-profit health plan Based on an integrated health care delivery system Dedicated to care innovations, clinical research, health education and the support of community health Comprised of three divisions Kaiser Foundation Health Plan Kaiser Foundation Hospitals Permanente Medical Groups

About Kaiser Permanente Serving 9 states and the District of Columbia 8.9 million members 14,000 physicians 165,000 employees 37 hospitals and medical centers 430+ medical offices

My experience as a simulation educator is 1. None 2. <1 year 3. 1 5 years 4. 6 10 years 5. >10 years

My simulations are focused mostly on 1. Inpatient staff 2. Outpatient healthcare staff 3. Academic setting 4. Other

The Kaiser Permanente Experience

Why We Do Simulation Training

The Opportunity to Improve

Severity of Cases 9

The Burden of Birth Injuries Patient & Family Health Care Staff Organization Physical Emotional Financial Emotional Reputational Emotional Reputational Financial 10

Simulation Training in High-Risk Industries

Culture of Safety Characteristics of Highly Reliable Organizations: Safety as the highest priority Preoccupation with what could fail Open environment to discuss error Everyone encouraged to speak up about hazards Rewards for safe actions Training for hazardous situations

Patient Safety Program Highly reliable units focus on patient safety and the prevention of patient injury 13

Team Training Skills Human Factors Skills Briefing Communication Assertion Situation Awareness Teamwork

Critical Events Team Training (CETT) The goal is to take a team of experts & create an expert team

Dream Team

Goals of Simulation Teamwork Communications Test New Systems Testing of systems and processes Development of protocols and guidelines Cultural change

18

Is the need for practice new?

Why Simulate? How else would we practice and maintain our skills for high risk or critical events that occur infrequently? How else could we practice and improve teamwork? See one, do one, teach one is an effective and safe way to acquire and maintain skills and competencies

Traditional Learning Clinical Course Objectives Traditional Learning Simulation-based Learning Test Lecture 21

Simulation-based Learning Clinical Experience Learner Outcomes Modules Close the Gap Simulation-based learning Simulation Case Studies 22

Learning Pyramid Based on average student retention rates Simulation training 5% 10% 20% 30% 50% 75% 90% Lecture Reading Audiovisual Demonstration Discussion Practice doing Teach Source: National Training Laboratories, Bethel, Maine

Experiential Learning Real Event / Simulation (Concrete Experience) Changed Behavior (Active Experimentation) Debriefing (Reflective Observation) What Will Be Done Differently (Planning for Implementation) What Was Learned Abstract Conceptualization Adapted from Kolb Learning Style Inventory

Our Journey

One Year...at a Glance Memorandum of Understanding (MOU) Data collection and analysis Formation of PPSP Steering Committee and Team (PPST) at your medical center Trainings: Human Factors Training Critical Event Team Training (CETT) Communication Training (SBAR) Electronic Fetal Heart Monitoring Training Responsible Reporting/Escalation Policy Accomplishments and learning shared between Medical Centers

Data Collection & Analysis Medical Center Region SAQ Nursing retention Maternal and fetal outcome data Lawsuits

Data Collection and Analysis Safety Attitudes Questionnaire (SAQ) Administration pre- & post-project implementation Elicits caregiver attitudes through the 6 factor analytically derived scales: Teamwork climate Job satisfaction Perceptions of management Safety climate Working conditions Stress recognition

Three Day CETT Train-the-Trainer Program DAY 1 Experience CETT as a participant Human Factors revisited Become familiar with simulation equipment DAY 2 Create scenarios Debriefing skills taught Practice, practice, practice! Set up for Day 3 DAY 3 Conduct CETT with own staff Debrief with new trainers

Staff Critical Events Team Training (CETT) FOUR HOUR TRAINING Pre Training Human factors Orientation to simulator & simulation learning environment In-situ simulation training Actual occurrences used as basis for scenarios Focus on apparent weaknesses in our system Post training Debriefing

Contributions of CETT Skills 60% Human Factors Skills Teamwork Communication Assertion Briefing Situation Awareness 40% Technical Skills

Advantages of Simulation Offers a safe learning environment Reveals positive & negative communication patterns Reveals system design strengths and weaknesses Reveals the interplay of system design & teamwork/communication

Outcomes Source: PPL

Shoulder Dystocia Program

Standardized Skill & Team-based Training Didactic Human Factors Expert Modeling Hands-on practice Simulation Debriefing Pre- and Post-Tests Outcomes measures

Clinical outcome measures Shoulder Dystocia Program Incidence rate of brachial plexus injury Incidence rate of fractured clavical Incidence rate hypoxic encephalopathy

30 Birth Trauma (AHRQ Definition) KPSC 2000-2008 Cases of birth trauma, injury to neonate, per 1,000 liveborn births excluding pre-term BF 25 BP FO Rate (per 1000 deliveries) 20 15 10 LA OC PC RIV SB SD 5 WH WLA 0 2000 2001 2002 2003 2004 2005 2006 2007 2008 Year Region

Outcomes - Anecdotes Improved teamwork & communication Malignant Hyperthermia case Perinatal Code case Improved service & process (use of data from patient satisfaction survey) Use of real patients

Other data Decrease in birth injuries one year after shoulder dystocia simulation-based training Brachial Plexus injuries went from 18% - 7% Clavicular fractures 0% for one year Decreaed Hypoxic Ischemic Encephalopathy Decrease in system wide mortality Sepsis

Planning & Scheduling a Critical Events Team Training (CETT) 40

Your Team 41

Your Planning Team Chief of Service Nursing Services Director Nurse Managers House Supervisors Nurse Educators/CNS NRP Instructor Patient Safety Team 42

Sample List of Team Members TEAM MEMBERS TEAM #1 TEAM #2 Anesthesia/CRNA Obstetrician CNM L&D RN #1 (Primary/Circulating)) L&D RN #2 (Charge RN) L&D RN #3 (Scrub/Additional support) OB Tech/Scrub Unit Assistant EVS Pediatrician/Neonatologist/NNP Nursery RN #1 Nursery RN #2 Respiratory Therapy 43

Innovations in Simulation

Innovations in Simulation

Innovations in Simulation Simulation Rapid prototyping Technology testing Product evaluation Training

Innovations in Simulation

Designing Effective Simulation: Levels of Evaluation Level 1: Did the learners like the training? Self efficacy? Level 2: Did learners actually learn? Level 3: Did learners change their behavior after the training? Level 4: Did the training achieve its goals?

National Database for Simulation Programs Recording Data Using a Learning Management System

Next Steps for Use of Simulation Designing and providing education Education and maintenance of competence Privileging and credentialing Assessing and improving care systems

Why We Do It - Patient Safety & Simulation Mission Reduce adverse events Improve patient safety Vision Practice simulation to improve patient safety Goal Create "highly reliable" teams

Contact Information Connie M. Lopez, MSN, CNS, RNC-OB, CPHRM National Leader, Patient Safety and Risk Management Kaiser Permanente Program Offices One Kaiser Plaza, Suite 18B Oakland, CA 94612 Tel: (510) 271-2629 email: connie.m.lopez@kp.org