Session 2 Improving Narcotics and Opiate Management

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Session 2 Improving Narcotics and Opiate Management Frank Federico, RPh, IHI Executive Director Steve Meisel, Pharm.D., IHI Faculty January 31,2012 12:00-1:00pm ET

Beth O Donnell, MPH Beth O Donnell, MPH, Institute for Healthcare Improvement (IHI), is responsible for managing and coordinating strategic partnerships. Ms. O Donnell received her undergraduate degree at St. Lawrence University and her graduate degree from The Dartmouth Institute for Health Policy and Clinical Practice. She joined IHI in August. 2

WebEx Quick Reference Welcome to today s session! Please use Chat to All Participants for questions For technology issues only, please Chat to Host WebEx Technical Support: 866-569-3239 Dial-in Info: Communicate / Join Teleconference (in menu) Raise your hand Select Chat recipient Enter Text 3

When Chatting Please send your message to All Participants 4

Let s Practice Using Chat Please take a moment to chat in your organization name and the number of people on the call with you. Ex. Institute for Healthcare Improvement 2 5

Join Passport to: Get unlimited access to Expeditions, two- to four-month, interactive, web-based programs designed to help front-line teams make rapid improvements. Train your middle managers to effectively lead quality improvement initiatives. Enhance your strategic planning with customized whole systems data and selected benchmarking information.... and much, much more for $5,000 per year! Visit www.ihi.org/passport for details. To enroll, call 617-301-4800 or email improvementmap@ihi.org. 6

7 Where are you joining from?

Frank Federico, RPh Frank Federico, RPh, Executive Director, Strategic Partners, Institute for Healthcare Improvement (IHI), works in the areas of patient safety, application of reliability principles in health care, preventing surgical complications, and improving perinatal care. He is faculty for the IHI Patient Safety Executive Training Program and co-chaired a number of Patient Safety Collaboratives. Prior to joining IHI, Mr. Federico was the Program Director of the Office Practice Evaluation Program and a Loss Prevention/Patient Safety Specialist at Risk Management Foundation of the Harvard Affiliated Institutions, and Director of Pharmacy at Children's Hospital, Boston. He has authored numerous patient safety articles, co-authored a book chapter in Achieving Safe and Reliable Healthcare: Strategies and Solutions, and is an Executive Producer of "First, Do No Harm, Part 2: Taking the Lead." Mr. Federico serves as Vice Chair of the National Coordinating Council for Medication Error Reporting and Prevention (NCC-MERP). He coaches teams and lectures extensively, nationally and internationally, on patient safety. 8

Steven Meisel, Pharm.D. Steven Meisel, Pharm.D., Director of Patient Safety for Fairview Health Services, an integrated health system based in Minneapolis, Minnesota. In this role he is responsible for all aspects of patient safety improvement, as well as related measurement, reporting, educational and cultural initiatives. Dr. Meisel has served as faculty for the Institute for Healthcare Improvement safety since 1997. Dr. Meisel is the recipient of numerous awards, including the 2005 University Health-System Consortium Excellence in Quality and Safety Award. He is the author of several publications. 9

Overall Objectives Participants will be able to: Identify opportunities to decrease Adverse Drug Events (ADEs) Describe three process changes needed to reduce ADEs Discuss what measures are needed to determine the impact of interventions 10

Session Agenda Homework We did you learn? Narcotic Oversedation o Patient Assessment & Monitoring o Individualization of Therapy o Communication o Root Cause o System Changes Q&A Homework 11

Homework Assignment o Review your approach to medication safety. o How are you measuring safety? o How do you identify opportunities for improvement? o How do you decide what to work on to improve medication safety? 12

Narcotic Oversedation: Making the Unavoidable Avoidable Steven Meisel, Pharm.D. Director of Patient Safety Fairview Health Services

Fairview Health Services A fully integrated health system comprised of 8 hospitals, 50 primary care clinics, 50 retail pharmacies, home infusion, a home care & hospice agency, a pharmacy benefits management company, and various other programs. Hospitals range from small rural/primary care to large university adult and pediatric tertiary care. Services include academic teaching, transplant, pediatrics, behavioral, and extended care. Pioneer accountable care organization 14

Journey Began in 1998 During that time: Fairview implemented 2 different EHRs Fairview converted to a Pyxis profile system Acquisition and consolidation of medical groups Built and opened a new children s hospital 15

Seminal Events 1998: middle-age woman suffered a respiratory arrest in the PACU; not detected quickly enough; disability proved permanent. 1998: otherwise healthy middle-age gentleman underwent orthopedic procedure. The next day he was found in respiratory arrest and could not be revived. 1999: otherwise healthy high-school age patient admitted for minor surgery. 6 hours after arrival on the floor, found in respiratory arrest. Recovery efforts were unsuccessful. All of these events were associated with narcotic use. 16

Oversedation Investigation Retrospective chart review findings in 1 hospital found 11 postoperative patients over 2 month period required naloxone to reverse serious oversedation*. *NCCMERP rating F-I http://www.nccmerp.org/pdf/reportfinal2005-11-29.pdf 17

Initial Work at 1 Hospital Oversedation team chartered April 2000 Interdisciplinary group Nurses, pharmacists, anesthesiologists, CRNAs, house physician, respiratory therapists & quality improvement staff 18

Aim Reduce serious narcotic over-sedation in post-op patients by 75% while not adversely influencing therapeutic pain outcomes. 19

Focus Areas Patient assessment & monitoring Individualization of analgesic therapy Interdisciplinary & interdepartmental communication 20

Focal Points Operating room Recovery room (PACU) Post-operative floors 21

Challenges Silo thinking Must be a problem with post-op care Limited resources Cost of doing business Lack of standardization No one root cause Nothing in current literature 22

2001: Patient Assessment & Monitoring Operating Room Highlight history of snoring & sleep apnea as part of history 23

2001:Patient Assessment & Monitoring Recovery Room Change discharge guidelines to ensure patient is stable upon transfer Eliminate use of oxygen for comfort care Hold patients for at least 30 minutes following narcotic dose Hold patients for at least 30 additional minutes if naloxone administered in OR PACU 24

2001: Patient Assessment & Monitoring Post-Operative Floors Vital signs monitoring schedule modified Continuous pulse oximetry New vital signs flow sheet established Educate nurses against using narcotics to treat anxiety 25

2001: Individualization of Therapy Operating Room Eliminate or reduce morphine dose at end of case Reduce intra-operative doses of fentanyl Increase use of regional anesthesia Increase use of ketorolac 26

2001: Individualization of Therapy Recovery Room Lower doses of morphine used Remove morphine syringes of > 4 mg from floor stock Wait to start PCA until patient is on the floor for patients who are not alert enough to safely self-manage 27

2001: Individualization of Therapy Post-Operative Floors Pain orders modified to reduce maximum dose of morphine PCA orders modified to discourage basal rate PCA orders modified to include a 1-hour limit Pain orders modified to treat respirations < 8 from <8 Remove morphine syringes of > 2mg from floor stock/pyxis over-ride status 28

2001: Communication Operating Room Communicate with PACU staff any sleep apnea history Communicate with PACU staff any intraoperative use of naloxone Reorganized structure of anesthesia department Clarify accountabilities between nurse anesthetists and anesthesiologists Standardize anesthesia practice 29

2001: Communication Recovery Room Revise communication upon transfer to post-operative floor Adopt a single set of PACU pain orders Revise epidural analgesic orders Standardize volume of epidural analgesic bags dispensed by the pharmacy 30

2001: Communication Post-Operative Floors All naloxone usage reported to house physician Re-emphasize that oxygen is to be administered only upon a physician s order Improve pre-operative education to manage patient s expectations Nurses carry phones to enable 1:1 report from PACU staff 31

Mid-2001: Sun Setting the Project Goal of 75% reduction in serious oversedation in post-op patients accomplished Team disbanded to be replaced by Pain Management Committee 32

Alarming Upward Trend By December 2001 oversedation incidents on the increase 4 cases in February 2002 when hydromorphone introduced on Postop Pain Orders Large increase in naloxone cases on nonsurgical units 33

Narcotic Oversedation # Discharges for every event 3500 3000 3,195 2500 2000 1500 1000 500 2,053 Team sun-setted 1,923 0 2000 2001 2002 34

Pain Team Established 2002 Long term focus on pain management and adverse events

2002 Identified Root Causes Staff knowledge & critical thinking skills Physician knowledge Documentation, sedation assessment and pain assessment Miscommunication 36

2002 Root Cause #1: Staff Knowledge & Critical Thinking Skills Skills day programs 1:1 staff education; real-time mentoring Mandatory I-pump education, epidural vs. PCA Mandatory competency package Pharmacy pain management training Posters & wallet cards Modify post-op pain and epidural orders 37

2002 Actions Root Cause #2: Physician Knowledge Grand rounds Pain education at specific clinics Revised post-op pain orders Letters sent to all physicians Posters and wallet cards Pain management team available for consults Education at specified medical department meetings 38

2002 Actions Root Cause #3: Documentation & Assessment New policies written for pain assessment New frequent vital signs documentation form One on one staff education Nurse competency for pain management 39

2002 Actions Root Cause #4: Miscommunication Pain team assesses all post-op patients Post-op & PACU staff meet to discuss communication processes Modify post-op pain orders and epidural orders Pre-package hydromorphone syringes into 0.2 mg size Restrict floor stock/pyxis over-ride of hydromorphone to syringe sizes < 1 mg 40

2003 2006 Actions FMEA on fentanyl PCA Standardized recovery room orders Nausea, vomiting, and ileus prevention Emergency administration of naloxone does not need a physician s order 41

Narcotic Oversedation # Discharges for Every Code 3 or 4 Event 25000 20000 24,000 24,500 15000 10000 11,111 Zero cases in 2005 or 2006 5000 0 2,053 3,195 5,247 1,923 2000 2001 2002 2003 2004 2005 2006 42

System-Wide Spread Began Spring 2003

System Initiative Goals Spread learnings and best practices across Fairview Identify new opportunities for improvement Standardize & consolidate policies, procedures, order sets, and forms 44

System-Wide Accomplishments Range order policy Prohibit any range more than 2-fold Standardized PCA orders No basal rates Renal dosing & drug selection Remove meperidine from the formulary Pyxis over-ride restrictions 45

46 System-Wide Accomplishments Modified & standardized measurement Component of the system strategic dashboard Standardized documentation on e-mar & flowsheets Standardized pain assessment scales Extensive education Guidelines for procedural sedation Simplify selections of epidural infusions

System Accomplishments Naloxone order accompanies every narcotic order New smart pumps with bar-coding and dose limits Used for PCA & continuous IV infusion New smart pumps for epidural infusion Impossible to interchange with IV medications 47

In Process Capnography monitoring Fully live at 2 hospitals; partial at a 3 rd with plans to be complete by 2Q 2012 Additional resources and dedicated physician staff at the largest University hospital Ongoing optimization of the EHR 48

PCA Errors with ADE 6 8 New pumps deployed 4Q 2008 0 0 0 2007 2008 2009 2010 2011 49

Significant Narcotic Events 40 35 30 25 20 34 26 64.7% reduction from 2008 15 10 5 11 13 0 2008 2009 2010 2011 50

Lessons Learned Recognize there is a problem and that the problem is not a cost of doing business. Relying on other hospitals perceptions, performance, or benchmarks guarantees mediocrity. 51

Lessons Learned Recognize there is no single quick fix. If one existed, we d have done it long ago. Recognize that going after adverse events due to error is insufficient: most of the problems did not relate to overt error. 52

Lessons Learned Policies, forms, learning packets, dose conversion charts, etc. are necessary but insufficient to improve outcomes. Changing practice requires a change in critical thinking and can only be achieved by 1:1 dialogue, mentoring, and oversight. 53

Lessons Learned Work on multiple avenues at once. OR, PACU, Patient Care Unit Competencies, order forms, dosing cards, assessment, monitoring, dispensing, communication, oxygen use Small, rapid tests of change can lead to sustainable changes. 54

Lessons Learned Must measure to know if the aim is being achieved. This includes chart review. Measurement and chart review is time consuming but without it many opportunities may go unnoticed. 55

Lessons Learned To achieve excellence, must identify and correct all sources of failure no matter how uncommon. Hydromorphone syringes Epidural analgesic bag sizes Initial impressions and prejudices regarding root causes are often incorrect. 56

Lessons Learned Standardization is key. Individual practice and unit-defined norms can lead to confusion & complicate care. Order sets Syringe sizes Sedation scales Criteria for giving naloxone 57

Lessons Learned Dedicate resources: over the long-term Initial improvements evaporated after the original team was disbanded. Current teams continues to find and correct opportunities. Average event costs $10,000 - $17,000, including the cost of conducting the RCA. Occasional event can cost >$100,000 Cost of fatal events is incalculable 58

Lessons Learned Active engagement by senior management Set the bar high Help break through barriers Send the message that the status quo is unacceptable Don t be too eager to declare victory 59

Thank You Questions

Homework for Next Call Review your system for ensuring safety with narcotics/opiates How are you identifying opportunities for improvement with this group of high-alert medications? What outcome and process measures are you using, or will use? 61

Next Call Session 3- Improving Insulin Management Date: Tuesday, February 14 th 12:00-1:00pm ET 62

Listserv ade_expedition@ls.ihi.org Send and receive questions and comments to/from faculty and participants To be added to the listserv please email bodonnell@ihi.org 63