HRET HIIN Leadership Virtual Event Huddle Up for Safety

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HRET HIIN Leadership Virtual Event Huddle Up for Safety May 18, 2017 11:00 a.m. 12:00 p.m. CT 1

Shereen Shojaat, MS Program Manager, HRET WELCOME AND INTRODUCTIONS 2

Summary Disclosure & Accreditation Statement AHA/HRET Hospital Improvement Innovation Network (HIIN) Leadership Rounding: Huddle Up for Safety Online Live Webinar May 18, 2017 The planners and faculty of the HRET HIIN Leadership Rounding: Huddle Up for Safety webinar have indicated no relevant financial relationships to disclose in regard to the content of this presentation. This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Accreditation Council for Continuing Medical education through the joint providership of the American Board of Quality Assurance and Utilization Review Physicians, Inc. (ABQAURP) and Health Research & Education Trust (HRET). ABQAURP is accredited by the ACCME to provide continuing medical education for physicians. The American Board of Quality Assurance and Utilization Review Physicians, Inc. designates this live activity for a maximum of 1.0 AMA PRA Category 1 Credits. Physicians should only claim credit commensurate with the extent of their participation in the activity. ABQAURP is an approved to provide continuing education for nurses. This activity is designated for 1.0 Nursing Contact Hours through the Florida Board of Nursing, Provider # 50-94. 3

Webinar Platform Quick Reference Mute computer audio Today s presentation Chat with participants Download slides/resources Register for upcoming events 4

Poll: How did you get here? How did you hear about today s virtual event? a. HRET HIIN flyer b. HRET HIIN website c. HRET LISTSERV d. State hospital association e. QIN-QIO f. Your organization/colleague g. Other, please specify 5

Today s Agenda Time Objectives Speakers 11:00 a.m. 11:03 a.m. Welcome and introductions Introduction to today s event and agenda overview. Shereen Shojaat, MS Program Manager, HRET 11:03 11:10 a.m. Framing: The Leadership Imperative Leaders actions speak louder than words. Distinguish leadership briefings and huddles as a key strategy to demonstrate your organization s commitment to safety. 11:10 11:20 a.m. Leadership Briefings a starting point, not a destination Examine the connection between leadership visibility in safety briefings and how this activity can accelerate your organization s work in strengthening your culture of safety using principles of high reliability organizations as a foundation. 11:20 11:30 a.m. A Hospital s Journey to HRO Follow a case study of Middlesex Hospital s commitment to zero harm through application of High Reliability concepts and how leadership huddles helped transform their culture. 11:30 11:50 a.m. Hospital Case Studies HRET HIIN hospitals will present on their hospital initiatives including: System wide, multi-campus safety briefings Hospital Leadership Safety Briefing Unit or Departmental Safety Huddle clinical and non-clinical 11:50 11:58 a.m. Questions from the Audience Open dialogue among attendees with presenters. 11:58 a.m. - 12:00 p.m. Action Items and Next Steps Close today s discussion with action items and next steps. 6 Jackie Conrad, RN, MBA, RCC Betsy Lee, RN, MSPH Improvement Advisors, Cynosure Health Matthew Schreiber, MD Chief Clinical Officer, Newark Beth Israel Medical Center (NBIMC) Kristina Kehlenbach, MPT, PT, BS Patient Safety Officer Claire M. Davis, BSN, RN, BHA, CPHQ, FNAHQ Director of Quality, Patient Safety and Patient Experience Megan Carter, MSN, RN, PCCN- CMC, CNML Nurse Director, Baptist Health Louisville Lori Thorp Associate Vice President, Eskenazi Health All Attendees Shereen Shojaat, MS Program Manager, HRET

Framing Jackie Conrad RN, MBA Improvement Advisor Cynosure Health Betsy Lee RN MSPH Improvement Advisor Cynosure Health 7

What is important to you as a leader? 8

WHAT YOU DO SPEAKS SO LOUDLY THAT I CANNOT HEAR WHAT YOU SAY Ralph Waldo Emerson 9

Psychological Safety and Reliability

Leadership Engagement is Key Vital Leadership Behaviors to Promote Reliability: Structure opportunities for staff to speak up to call out safety events or gaps Make the rounds Listen and learn Act to resolve issues Close the loop

Huddle to Show What is Important Daily leadership safety briefings 20 min max. Unit-level huddles Five at Five Post-event huddles/debriefs: Gather data for RCA Provide emotional support to patients, families and staff

Prioritize Rounding Include patients and families: Leadership rounding for influence Interprofessional rounds at the bedside Hourly purposeful or intentional rounds

Safety Huddles Matthew J. Schreiber, MD Chief Clinical Officer Newark Beth Israel Medical Center RWJ Barnabas Health

Purpose Enables 5 Principles of HRO Pre-occupation with failure Reluctance to simplify Sensitivity to operations Commitment to resilience Deference to expertise Leadership presence Reinforces the safety message Situational awareness/bi-directional communication Cultural cornerstone for problem solving

Structure of Huddles Led by senior leaders Whole house representation At least M-F, prefer daily, same place/time In person preferred Max 15 min. Focus on surfacing, not solving, issues Good to combine key operational metrics/pt flow and staffing issues Past, next 24-hour focus Clinical and non-clinical

Best Practices Start with a safety/experience story Thank-you notes signed by all delivered to home Notes go out daily to manager and above Tracking board and Excel spreadsheet Special interest stats [e.g.# mislabeled, days since last fall, days compliant on O2] 15-min post-huddle solution group Connect dept/shift huddles to whole house huddle Tag leadership to admin on call schedule Round to influence after huddle

Hospital Case Study Huddles as a reliability tool 18

High-Reliability Organization The Middlesex Experience Kristina Kehlenbach MPT, PT, BS Patient Safety Officer Claire Davis RN, MHA, BSN FNAHQ Director of Quality, Safety and Service

Quality and Patient Safety Experts Jesse Wagner MD CMO/VP of Quality and Patient Safety Kristina Kehlenbach MPT PT BS Patient Safety Officer Claire M. Davis BSN RN BHA MHA CPHQ FNAHQ Director of Quality, Patient Safety and Patient Experience

Middlesex Hospital

What is it about? It s the right thing to do Consumer Choice Reputation Transparency Zero Harm Risk Reduction Valuebased Purchasing Efficiency

What drove Middlesex Hospital to HRO? First, do no harm Desire to transform safety culture Hospital and system survival

Steps to Achieve Reliability Senior leadership ownership and oversight Senior leadership responsibility Safety huddle Implementation

Steps to Achieve Reliability Transparency Fair and just culture Safety toolkit for staff

Middlesex Hospital HRO Goals Sustainability Robust Safety Coach Team

Reporting Mechanisms Electronic reporting system Safety huddle Peer review Safety coaches Nursing peer review Risk Management

Achievements 70% decrease in serious safety events Days since last serious safety event Improved reporting culture Clear focus on patient and staff safety Resilience

Sepsis Mortality 7.5 4.3 43% reduction in sepsis mortality rate from 2013 to 2016 http://www.calculatorcat.com/math/percent-gain.html

Serious Safety Events Failure of early identification and treatment of sepsis 2013 2014 2015 2016 2017

HRO supports everything you do, and it becomes who you are Thank You! Questions? Kristina.kehlenbach@midhosp.org

Leadership Huddles in a Large Acute Care Facility Megan Carter MSN, RN, PCCN-CMC, CNML Nurse Director Baptist Health Louisville, Kentucky 32

About Us 519 bed acute care facility in Louisville, KY Magnet hospital Disease-specific accreditations: Stroke Hip/Knee Heart failure MI 33

Getting Started Champions Dr. Jahn - Chief Clinical Officer, System Karen Newman - CNO Champion at Louisville Dr. Worthy - CMO Champion at Corbin Resources Peer Mentor hospital Owensboro Health, KY, via CNO Advocate Health Safety Huddle video - Advocate Video Web Link AHRQ publications and evidence, advice for leaders on becoming HRO Formal training occurred at each site to heighten system awareness among senior leaders regarding patient safety Focus to transition culture to patient safety as opposed to risk mitigation 34

Leadership Safety Huddle Logistics Lead by VP, attended by all VPs and Directors 0830 Mon-Fri sitting in Chapel Duration approximately 15-20 minutes Each department reports in order Safety issues, updates on previous issues, known impact to patients/staff Recorder takes minutes each day Anything that requires closure is discussed the next day 35

Leadership Safety Huddle Departments reporting: o Quality o Patient Experience o Nursing Units o EVS o Biomed o Engineering o Lab o Pharmacy o Clinical Informatics o Risk Management Huddle Board 36

Connecting with Staff Directors receive daily morning updates from their staff Directors share Leader Huddle insights with staff at their unit/dept huddles Example: o EHR downtime o Equipment or supply issues o Patient flow barriers o CAUTI/CLABSI number of lines, etc. Leader brings information from huddle back to staff Staff provide concerns, issues encountered Leader brings staff input to Leader Huddle 37

Barriers and How They Were Resolved Ensuring that core/common elements of the huddle were maintained while tailoring to the variation in facility sizes (system initiative) Commitment to carving out the time every day (not as challenging as thought) Must have commitment to safety at the highest level of the organization/executive team must model the way Remember, this is a journey 38

Post-event Huddles and Debriefs Post-event Huddles: Falls Code Blue Debriefs Traumatic events Peer support Safety RCAs Risk events CAUTI/CLABSI 39

Outcomes and Data Outcome o 70% reduction in CAUTI in critical care Data Collected o o Line-utilization reports Days since and event summaries 40

Wrap-Up And Next Steps Daily commitment to safety reporting has positively impacted hospital outcomes Planning to implement Daily Management Huddles in pilot units and Administration via Process Excellence model Questions? Megan Carter: megan.carter@bhsi.com 41

Nursing-Focused Leadership Huddles Lori Thorp, AVP Rehab Services, Medical Supply Store, Medical Transport, Food and Nutrition Eskenazi Health, IN

About Us Indiana s oldest and largest public healthcare system Safety-net hospital 315 beds Provides primary care and specialty care Indianapolis, IN

How It Started CNO and other leaders learned of best practices through the Patient Safety Coalition Site visit to Cincinnati Children s Hospital Started at Eskenazi with the move to the new hospital December 2013

Safety Huddle Participants Leader CNO Lee Ann Blue Attendees Nursing Managers Rehab OR Risk Mgt Quality Facilities Spiritual care Supply chain EVS Emergency Mgt Pharmacy Radiology Respiratory Others

Logistics Daily at 0800 and 1500 15 minutes Bed huddle: 5 minutes Safety: 10 minutes Each nursing unit presents Census, caths, lines, sitters, safety concerns Each department presents safety issues Dial-in access for those not on campus CNO or designee keeps notes

Close the Loop Each leader/unit rep. brings relevant issues back to team Visits patients with new isolation or identified at risk in huddle Catheters and lines reviewed by ICP Resolve any outstanding issues for following day Department Issues Leadership Huddle

Problem Surfaced.and Solved 48

How Leadership Supports Administrator on duty Attends huddles when on call Dials in to weekend and holiday huddles as able Leader rounding for influence Patient Employee 49

Wrap-Up Leadership huddles are helpful and continue to grow Recommend a conference line to improve access Questions? Lori Thorp lori.thorp@eskenazihealth.edu

Jackie Conrad and Betsy Lee Cynosure Health OPEN DIALOGUE 51

Leaders, It s All Up to You! Acknowledge progress and celebrate improvements Articulate the why, not just the what and the how Seek first to understand the challenges of frontline staff Provide sensemaking to senior leaders and frontline teams to link actions to results 52

Shereen Shojaat Program Manager, HRET ACTION ITEMS AND NEXT STEPS 53

Continuing Education Credits Launch the evaluation link in the bottom lefthand corner of your screen. If viewing as a group, each viewer will need to submit separately through the CE link. 54

2017 Culture of Safety Change Package Culture of Safety Change Package Link 55

Resources - LISTSERV Join the LISTSERV Ask questions Share best practices, tools and resources Learn from subject matter experts Receive follow-up from this event and notice of future events 56

Upcoming Virtual Events PFE Fundamentals Session #3: Preparing Patient and Family Advisors: Orientation 5/23 11:00 a.m.-12:00 p.m. CT Readmissions Reduce Readmissions Fishbowl Series 1 5/25 11:00 a.m.-12:00 p.m. CT Physicians Inclusion 5/31 11:00 a.m.-12:00 p.m. CT Antibiotic Stewardship Program The Secret of Getting Ahead is Getting Started 6/1 11:00 a.m.-12:00 p.m. CT 57

Thank You! Find more information on our website: www.hret-hiin.org Questions or Comments: HIIN@aha.org 58