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Clinical Safety & Effectiveness Cohort # 8 Improvement of the Quality of Patient Messages DATE Educating for Quality Improvement & Patient Safety 1

FINANCIAL DISCLOSURE Muhammad Akram, MD has no relevant financial relationships with commercial interests to disclose. 2

The Team Division UT Medicine Family Practice Group CSE Participant Dr. M. Akram, MD Asst. Professor, Family & Community Medicine Clinic Team Clinic Manager Maura Kraus, RN,BSN Clinic Supervisors Yvonne Herron & Sonya Williams MARC Debra Cantu, RN, MSN Call Center Staff Nydia Kent & Cierra Griffin Sponsor Department Dr Marijan Gillard MD Director UT Medicine MARC clinic Facilitator Amruta D. Parekh, MD, MPH 3

What We Are Trying to Accomplish? OUR AIM STATEMENT Improve the quality, clarity, and accuracy of patient messages, in the Family Medicine Clinic at the MARC by increase messaging satisfaction scores by 40%, decreasing message errors by 90%, and increase use of message templates to 90% by August 3, 2011. See Appendix B for guidance about aim statements 4

Project Milestones Team Created May 2011 AIM statement created May 2011 Weekly Team Meetings May 3, 2011 Background Data, Brainstorm Sessions, May 2, 10, 13 Workflow and Fishbone Analyses Interventions Implemented May 18, 2011 Data Analysis July 30,2011 CS&E Presentation September 16,2011 5

Background Context Confusing messages Patient Charts with grammatical and spelling errors Necessary information to answer patient s question or address patient s concerns is missing from messages. Which could potentially lead to a patient safety issue 6

How Will We Know That a Change is an Improvement? We will monitor and measure change by : Random Message/Encounter Audits Patient and Staff/Provider Satisfaction Surveys before and after interventions Accuracy and Clarity of message We are focusing on changing the message process and decreasing grammatical and spelling errors. 90 % of message encounters use templates for documentation 7

Selected Process Analysis Tools Examples: Brainstorming-perspective from all areas that are involved in the patient messaging process. Flowchart to compare current process and identify areas that would benefit from process improvement. Fishbone-identify ownership of responsibility Message Audit Tool- Random messages with be reviewed for specific items to ensure data collection is accurate Patient/Staff/Provider Satisfaction Survey: measure if improvement have impacted different populations targeted See The Quality Toolbox, Second Edition, Nancy R. Tague, Pages 4 12 for a complete list of quality improvement tools 8

FISHBONE Adapted from: Aaron Standard, How to Calculate ROI. Working Smarter website. http://blog.smartdraw.com/archive/2009/03/16/how-to-calculate-roi.aspx 9

Flowchart Patient calls Is call from 8 am 5 pm After hrs service answers call Call center answers call Get information and route message to provider and staff simultaneously Provider and staff review information Can staff take care of call? Provider reviews, takes care of call by calling pt or route back to staff with treatment details Staff takes care of patient and informs provider End of call 10

Flowchart with MY CHART Patient accesses MY CHART Sends message through MY CHART directly to provider and staff Provider and staff review information Can staff take care of message? Staff takes care of patient and informs provider Provider reviews, takes care of message by replying through MY CHART or route back to staff with treatment details End of message 11

Intervention Plan 1. Activate spell check on all call center agents computers 2. Educate call center agents on the use of template driven messaging See Appendix C for guidance about PDCA cycle 12

Project Timeline March Apr 2011 Collection of preintervention data May 2011 Introduction of Template Staff Education Start collection of Postintervention data June 2011 August 2011 Study data August Sept 2011 Analyze and present data 13

Do: Message Review Focused on: Spelling Errors Clarity Closure within 24 hours Documented as : 1 : for no errors, good clarity, closure within 24 hours 0: for errors, poor clarity and closure exceeding 24 hours 14

Study 4 Clarity of messages 3.68 3.5 Intervention 3 2.5 Clarity 2 1.5 1 0.88 0.5 0 UCL 0.00 March April May June July August Date/Time/Period 15

3.5 Spelling Error 3 Intervention 3.00 2.5 Spelling Error 2 1.5 UCL 1.75 Increased errors found by reviewing messages 1 0.5 CL 0.25 0.63 0 March April May June July August Date/Time/Period 16

16 14 UCL 14.94 Closure of message( in days) Intervention 12 10 Closure in days 8 6 CL 7.00 6.24 4 Achieved target!! 2 2.00 0 March April May June July August Date/Time/Period 17

Return on Investment Determination of return on investment was not possible due to the unexpected date change of My Chart implementation. MY CHART advantages: 1. Increased messages directly to provider 2. Prompt response from provider 3. Patients can see their results real time and may not be necessary for them to call the clinic for results 4. Patients can request medication refills through MY * CHART that will eliminate number of call center calls 18

Expansion of Our Implementation Act Reinforce education about template usage Implementing MY CHART will reduce Call center burden Accuracy of documenting information is expected to improve Disseminating project protocol at the Family Practice Bready Green Clinic in downtown 19

Thank you! Educating for Quality Improvement & Patient Safety 20