QUALITY IMPROVEMENT OF YOUR RESIDENCY PROGRAM: AN EXPERIENTIAL WORKSHOP

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QUALITY IMPROVEMENT OF YOUR RESIDENCY PROGRAM: AN EXPERIENTIAL WORKSHOP BROUGHT TO YOU BY: UW PEDIATRIC RESIDENCY PROGRAM DIRECTORS AND CHIEF RESIDENTS Richard, Heather, Maneesh, Susan, Emily, Celeste, Molly

Disclosures We have no conflicts of interest and nothing to disclose

Workshop Objectives Didactic Learning: Introduce you to a method to make improvements to your residency program using QI principles based on Toyota Production System (LEAN) Experiential Learning: Participate in a Modified Design Workshop to standardize resident handoffs at Hospital X Take-home: (1) Format for improving your program (meeting ACGME requirements); (2) example(s) of standard handoff processes

Background Seattle Children s Hospital first began using a quality improvement (QI) methodology based on a modified Toyota Production System (aka LEAN) in 2002. Now called Continuous Performance Improvement (CPI)

Continuous Performance Improvement A methodology that improves quality, cost, safety and engagement through elimination of waste Philosophy puts customer first by assessing value of a process from their viewpoint. Use the smallest resource to create greatest value by continuously eliminating waste Instill a spirit of inquiry by asking why 5 times Create reliable methods leading to standard work

Tools to make improvements Dependent on complexity of problem A3, 5-day multidisciplinary Rapid Process Improvement Workshop (RPIW), design event Modified Design Workshop: 1 or 2 half-day workshops spaced apart by a couple of weeks Utilizes CPI principles, CPI facilitator Requires significant planning, pre-work Redesigned our ward (3 teams to 6 teams, change to shift schedule), standardized handoffs, LEP families on rounds

Step 1: Identify the problem

Step 2: Identify a SMART improvement goal

Step 3: Prepare the background information

Step 4: Set a workshop date, identify a facilitator, and send out invites

Step 5: Identify your resources and any rules and regulations that need to be considered

Step 6: Develop a few straw plans

Step 7: Meet with Facilitator and Plan Agenda

Step 8: Start talking up the change

Day of the Meeting

IMPROVING RESIDENT HAND OFFS: A WORK IN PROGRESS Emily Hartford, Molly Martyn, Celeste Quitiquit

Introduction Thank you for coming! Spirit of improvement Ground rules Goals for today...

Project Goals 1. Ensure patient safety surrounding physician handoff by improving communication, standardizing the process, and teaching sign-out to new residents Improve sign-out efficiency, resident satisfaction, and resident confidence in caring for patients

90 minutes from now... We will have a standard sequence for the flow of patient information during resident handoffs on the inpatient wards at change of shift. (OUT of scope) All other types of handoffs, electronic tools

Framing the problem Duty hours and patient handoffs Why it s important: patient safety and education Evidence on patient handoffs Examples of patient handoffs

Current status: nationally ACGME duty hours (2003, 2011) Emphasis on safety Increasing handoffs All in agreement: RRC/ACGME/JCAHO/IOM Standard handoffs Formal educational curriculum for residents Many institutions working on standardization

Why it s important: patient safety Sentinel events IOM 1999 To Err is Human 72% communication related JCAHO report 2006-10: 2/3 due to communication errors Cross-cover shifts and errors Cross cover an independent risk factor for adverse events Patients with adverse events 44% more likely to be crosscovered at the time Petersen LA, Brennan TA, O Neil AC, Cook EF, Lee TH. Does housestaff discontinuity of care increase the risk for preventable adverse events? Ann Intern Med. 1994;121:866 872

Why it s important: patient safety Incidence:24 sign-out problems per 319 patient-care days 15 episodes of inefficient or duplicative care 5 adverse clinical outcomes 4 near-misses Missed in sign-out: current clinical status, recent/scheduled events, anticipatory guidance, plan Consequences of inadequate sign-out for patient care. Horwitz LI. Moin T. Krumholz HM. Wang L. Bradley EH. Archives of Internal Medicine. 168(16):1755-60, 2008 Sep 8.

Why it s important: education Resident ability to accurately predict issues Adverse events predicted <50% (surgeons) Pediatric interns overestimated effectiveness of hand-off conveyed most important info 40% of the time HUGE variability in sign out Efficiency Patient ownership After-hours complications: evaluation of the predictive accuracy of resident sign-out. Scoglietti VC. Collier KT. Long EL. Bush GP. Chapman JR. Nakayama DK. American Surgeon. 76(7):682-6, 2010 Jul. Interns overestimate the effectiveness of their hand-off communication. Chang VY. Arora VM. Lev-Ari S. D'Arcy M. Keysar B. Pediatrics. 125(3):491-6, 2010 Mar.

Interpersonal Communication 1. Remember first/last best 2. Overestimate our ability to communicate 3. Information saturation Keysar B, Henly AS. Speakers overestimation of their effectiveness. Pscyhol Sci. 2002; 13 (3): 207-212 Wu S, Keysar B. The effect of information overlap on communication effectiveness. Cogn Sci. 2007; 31(1): 160-181 Chang VY. Arora VM. Lev-Ari S. D'Arcy M. Keysar B. Interns overestimate the effectiveness of their hand-off communication Pediatrics. 125(3):491-6, 2010 Mar

In industries with potentially high risk handoffs (NASA, nuclear power plants, railroad dispatch, EMS, etc ), these things were prioritized for safety: Patterson ES, Roth EM, Woods DD, et al. Handoff strategies in settings with high consequences for failure: lessons for health care operations. Int J Qual Health Care 2004;16:125 32.

Current opinion: SCH residents 66 of 98 pediatric residents completed a survey 42% of residents considered sign-out an efficient process Fewer than 50% of the residents reported receiving any formal education regarding sign-out despite mandatory training at orientation 88% believed that a standard process for patient handoff would improve patient care

Important details were left out of verbal sign-out Information conveyed in sign-out is too detailed 35 30 25 20 15 10 5 0 Strongly Disagree Disagree Neutral Agree Strongly Agree 35 30 25 20 15 10 5 0 Strongly Disagree Disagree Neutral Agree Strongly Agree Number of Residents Number of Residents 35 30 25 20 15 10 5 0 Frequency of concerns about patient safety due to incomplete or inaccurate sign-out Never 1x/month 1x/week 2-3x/week Every shift 35 30 25 20 15 10 5 0 Frequency of written and verbal inaccuracies in sign-out Never 1x/month 1x/week 2-3x/week Every shift Number of Residents Number of Residents that found Written Inaccuracies Number of Residents that found Verbal Inaccuracies

Patient handoff examples

IPASS (THE BATON): AHRQ I: Introduce yourself P: Patient ID A: Assessment CC, vitals, symptoms, diagnosis S: Situation current status, code status, recent changes, treatment S: Safety concerns Allergies, social, critical values B: Background PMH, meds, FH A: Actions taken or required T: Timing level of urgency O: Ownership team members N: Next anticipated actions/changes, plan

SIGN-OUT: Yale Developed at Yale Implemented with formal curriculum, observed practice and feedback, wide dissemination of tool Horwitz LI, Moin T, Green ML. Development and implementation of an oral sign-out skills curriculum. Journal of General Internal Medicine; 22 (10):1470-4. 2007 Aug 3.

SAIF-IR: Denver (outgoing provider) Summary: 1-3 sentence summarizing patient s hospital stay. NOT repeated HPI Active issues: written template lists all issues including chronic conditions, house staff only verbalize active medical issues If-then contingency plans: clues to oncoming provider about potential issues arising and what the off-going provider would suggest on basis of his or her clinical knowledge of the patient Follow-up activities: test, procedures, therapies which need to be reevaluated by oncoming provider (incoming provider) Interactive questions: clarify or correct info Repeat back important information to ensure understanding

Current State What about your patient hand off process? Process map Strengths and Opportunities

Ideal State Mapping To create a shared vision for safe, efficient, standard, and well supported patient handoffs.

Break-out groups

I AM SAFER ID: Summary statement Name Age Gender One-liner Acuity (sick/not sick) Social: Language of preference Custody/consent Action Items: To-do in the next shift Active Diagnoses: Current active issues with history OR update New an relevant labs/vitals/consults Current plan for each diagnosis if/then If/then statements Attending or service to call Medical Problems: List medical problems Code status Allergies Access Elicit Questions Repeat Back: Brief summary of patient handoff Assure action items well understood/distributed

Our Implementation Timeline Desire to improve sign-out + New electronic tool available Aug30 First meeting with residents Sep 8 QI event with residents and faculty to develop IAMSAFER Sep 28 Education begins: noon conf Oct First team begins using IAMSAFER Now All teams using IAMSAFER Ongoing: PDSA and improving IAMSAFER

Implementation support Ongoing education (EVERY block, ALL residents) Observation and feedback Gathering feedback Job Aides Badge cards Posters Scripts

Outcomes to evaluate Patient safety data Time per patient Adherence to new tools Resident satisfaction Resident perceptions of Patient safety Errors/omissions in sign-out Ability to provide quality patient care

Design for Evaluation Team 1: IAMSAFER Team 2 control Team 2: IAMSAFER Team 3 control Team 3 : IAMSAFER Time-interrupted Series: Gather data on all teams

Next steps... Analyze data Continuing improvements to IAMSAFER Further resident education Expand use of tools to all services Feedback? Questions?