Patient and Family Engagement University Hospitals Health System Cleveland, Ohio

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Patient and Family Engagement University Hospitals Health System Cleveland, Ohio Chrissie Blackburn, MHA Principal Advisor, Patient and Family Engagement University Hospitals & University Hospitals Cleveland Medical Center Institute for Healthcare Quality and Innovation QSEN October 19, 2017

How Healthcare Found Me 2

University Hospitals Cares for over 1 million unique patients across a 15 hospital system in Northeast Ohio, including the academic medical center Over 28,000 employees and physicians To Heal. To Teach. To Discover. Patient and Family Engagement is a priority 3

What is Patient and Family Engagement (PFE)? A set of behaviors by patients, family members, and health professionals and a set of organizational policies and procedures that foster both the inclusion of patients and family members as active members of the health care team and collaborative partnerships with providers and provider organizations to improve quality and safety within a health care organization (AHRQ, 2013). 4

PFE is a strategy PFE is the activity, the verb Patient and Family Centered Care is the culture, the noun OUTCOMES in patient safety, quality, and experience

What is a Patient and Family Advisory Council (PFAC)? An advisory council is a formal group that meets regularly for active collaboration between clinicians, hospital staff, and patient and family advisors on policy and program decisions. - (AHRQ, 2013)

What is a Patient and Family Advisor (PFA)? A PFA is a former or current patient and family member of the hospital, who is emotionally, physically, and mentally ready to volunteer and partner with the organization to make improvements. This is typically a patient who is interested in being actively involved in their care or the care of a family member and has offered constructive feedback in the past. - (AHRQ, 2013).

What a PFAC is A council made up of loyal and collaborative patients and families and staff that want to help other patients and families Support and believe in Patient and Family Centered Care and Patient and Family Engagement PFAs offer advice, thoughts, ideas, and opinions based on their experiences at University Hospitals PFAs are responsible and professional PFAs want to give back to their hospital and their community 8

What a PFAC is not A group of angry patients and families Patients and families taking over and telling the hospital and it s staff what to do Patient and family members out for their own agenda Patients and families who have no understanding of the healthcare system A group of patients and families spending the hospital s resources 9

Our PFE Journey Rainbow Babies PFAC Seidman Cancer Center PFAC 3 community hospital and inpatient psych PFACs PFE staff position implemented Development of PFACs in remaining 8 hospitals, home care and hospice, 2 practices, and 5 departments (24 PFACS total!!!) 3 PFAs on Board Level Committees UHCMC MedSurg PFAC Introduction of Patient Experience Pillar in Quality Institute Development of PFE staff position System PFE quarterly meetings 20 + PFAs on system level initiatives and projects, safety and PI committees Over 100 PFAs now serving as partners across the system 1991 2007 2009 2011 2012 2014 2015 - present 10

CMS Patient and Family Engagement model Point of Care (Communications) Policy & Protocol Teach and educate patients & families Involve patients & families Provide patients with access to information Bedside change of shift report Discharge planning checklist Patient and family partner on quality/safety committees Patient and Family Partnership Councils Governance Patient Family Partner serves on the Board

PFE Metric 1 (Point of Care) Preadmission planning checklist: Hospital has a physical planning checklist that is discussed with every patient who has a scheduled admission to the hospital (e.g., for elective surgery) Intent Checklist serves as a mechanism to prepare patients and families for the hospital stay and invite them to be active partners in their care Checklist can be used to guide a conversation with patients and families at the earliest point possible before or during their care about concerns, preferences, and issues related to the hospital stay 12

Why this is important Enables an active partnership in quality and safety from the very start of the hospital stay Helps patients clarify expectations about the hospital stay and their care Allows clinical staff to know the concerns, interests, and goals of the patient Identifies potential safety issues so that patient and clinical staff can work in partnership to avoid them 13

PFE Metric 2 (Point of Care) Shift change huddles OR bedside reporting: Hospital conducts shift change huddles and bedside reporting with patients and family members in all feasible cases Intent Include the patient and/or family member in as many conversations about their care as possible throughout the hospital stay The patient and/or family member is able to hear, question, correct or confirm, and/or learn more about the next steps in their care as it is discussed between nurses changing shifts or clinicians making rounds 14

Why this is important Enables the opportunity to correct errors and clarify care plans with the patient and family Encourages the patient and family to be an active partner in their care to the degree they desire Enables ongoing communication and interaction 15

PFE Metric 3 (Policy and Protocol) Dedicated PFE leader: Hospital has a designated individual (or individuals) with leadership responsibility and accountability for PFE Intent PFE built into hospital management and operations Visible leadership within the hospital Manages PFE plans and activities Has time dedicated to PFE 16

Why this is important Communicates the value of PFE to all hospital staff, clinicians, patients, families, and the community Enables the hospital to centralize and coordinate PFE efforts Clarifies who has authority and responsibility for PFE Provides a face and name to the hospital s PFE culture 17

PFE Metric 4 (Policy and Protocol) PFAC or representative on hospital committee: Hospital has an active Patient and Family Advisory Council (PFAC) OR at least one patient who serves on a patient safety or quality improvement committee or team Intent Hospital has a formal relationship with PFAs who help guide hospital operations, policies, procedures, and quality improvement efforts May be via Patient and Family Advisory Council OR inclusion of PFAs on hospital quality or safety (or related) committee PFAs have the same rights and privileges as all other committee members 18

Why this is important Help hospital provide care and services based on patient- and family-identified needs and solutions rather than assumptions about what patients and families want or need Improve overall systems and processes of care, including reduced errors and adverse events 19

PFE Metric 5 (Governance) Patient representative(s) on board of directors: Hospital has one or more patient(s) who serve on a governing and/or leadership board as a patient representative Intent Ensure that at least one Board member with full voting rights and privileges provides the patient and family perspective on all matters before the Board Ultimate goal is to ensure that the Board works with patient and family perspectives when making governance decisions at the hospital 20

Alternatives Asking for PFAC input on matters before the board, and incorporating a PFAC report into the board agenda Identifying elected or appointed board members to serve in a specific role, with a written role definition, representing the patient and family voice on all matters before the board Requiring all board members to conduct activities that connect them closer to patients and families, such as visiting actual care units in the hospital two times per year and/or attending two PFAC meetings per year 21

PFE Best Practices Patient story telling Development and operational utilization of Patient and Family Advisory Councils Rounding on inpatient units talking with patients and families Active participation and support by presidents/ceos and quality leaders Partnering on quality, safety, and experience committees and task forces Patient and Family Centered Care rounds and bedside change of shift report Offering an invitation, throughout the hospital stay, to be a part o the care team 22

Point of Care and Deference to Expertise A patient or family member alone can confirm whether: A plan of care was explained thoroughly The clinical information provided was fully understood Their questions and fears were appropriately addressed Care was tailored to their specific needs They felt safe Systems worked efficiently and effectively Each was treated as a person a whole person and not simply as a chart or a medical record 23

Where UH is going.. 24

Thank you! Q & A Chrissie.Blackburn@uhhospitals.org 25