New England Home Health Collaborative

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New England Home Health Collaborative Clinical Collaboration: Partnering with Physicians Kathryn D. Roby, M.Ed., M.S., CHCE, CHAP QIN-QIO Home Health Consultant May 13, 2015

The New England Quality Innovation Network Quality Improvement Organization (New England QIN-QIO) brought to you by: Healthcentric Advisors Focus areas: MA, ME, RI Qualidigm Focus areas: CT, NH, VT 2

Please visit the New England QIN-QIO website! www.healthcarefornewengland.org 3

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Welcome New Members! Connecticut Kathy Roby kroby@qualidigm.org Bayada Home Health Care Family Care Visiting Nurse and Home Care Agency, LLC Harriott Home Health Services, LLC Hartford Healthcare at Home New Milford VNA Totality Home Health Care Agency, LLC There For You UniCare, LLC 7

Welcome New Members! Maine Doreen Bedaw dbedaw@healthcentricadvisors.org Bangor Area Visiting Nurses Eastern Maine Homecare - Visiting Nurses of Aroostook Gentiva Certified Healthcare Corp Hancock County Homecare Maine General Home Care and Hospice Valley Home Health Services VNA Home Health & Hospice York Hospital Home Care 8

Welcome New Members! Massachusetts Pat Donovan McLeod pdonovanmcleod@healthcentricadvisors.org Barbara Corning Davis bcorning-davis@healthcentricadvisors.org Karen Evans kevans@healthcentricadvisors.org Abbott Home Health Care, Inc. Able Home Care, LLC ABP Best Home Care Agency, Inc. Afya Home Care, LLC Amigos Homecare, LLC Bayada Home Health Care (8) Brockton VNA CareGroup Home Care Deriviere Medical Corporation 9

Welcome New Members! Massachusetts (cont.) Hallmark Health VNA, Inc. Home Again Health Care, LLC Home Health VNA, Inc. Medical Resources Home Health Corp. (3) Partners HealthCare at Home (5) Porchlight VNA Southcoast VNA, Inc. Trinity Home Care, Inc. VNA & Hospice of Cooley Dickinson VNA of Cape Cod, Inc. (2) VNA of Eastern MA Walpole Area VNA 10

Welcome New Members! New Hampshire Georgette Verhelle georgette.verhelle@hcqis.org Leslie Molleur leslie.molleur@hcqis.org City of Berlin Home Health & Nursing Services Concord Regional VNA & Hospice Cornerstone VNA Newfound Area Nursing Association Pemi-Baker Community Health 11

Welcome New Members! Rhode Island Brenda Jenkins bjenkins@healthcentricadvisors.org Assisted Daily Living, Inc. Brookdale Living Capitol Home Care Network, Inc. Cedar Home Health, LLC Chartercare Home Health Services Concord Home Health Services Dependable Healthcare Services, LLC Life Care At Home of RI Pinnacle Home Care, LLC 12

Welcome New Members! Rhode Island (cont.) Visiting Nurse Home Care VNA of Care New England VNA of Rhode Island VNS Home Health Services VNS of Newport & Bristol Counties, Inc. Vermont Gail Colgan gcolgan@qualidigm.org Manchester Health Services, Inc. Bayada Home Health Care 13

Why Today s Topic? Not the HHQI measure for reducing cholesterol levels. Why not? Because achieving improvement in this measure requires effective physician communication Are we there yet? 14

Partnering with Physicians How well do we communicate with each other? Can we improve collaboration by improving communication? 15

Obstacles to Effective Communication How do we perceive each other? Peer professionals or Team Captain vs. rookie recruit? How do we present to each other? Professional and respectful? Abrupt, annoyed or chatty, overly friendly? How can we establish open respectful communication with each other? 16

SBAR: A Technique for Improved Communication 17

Our Prior Situation: S Many clinical conversations are occurring about patient concerns without a clear purpose and even less of a direction. The train had left the station, unsure of it s destination and with much trepidation.

The Background: B Are your clinicians seeking validation, empathy and support regarding patient concerns? When difficult situations occur, do they quickly enter crisis mode? Clinicians have difficulty expressing their concerns in a clear and concise format. Are you using an expected, standardized, format for communication that is efficient and data driven?

Our Assessment: A We need a standardized and expected format for communicating patient concerns among disciplines. We need to provide a process for our clinicians to discuss patient concerns with physicians and all members of the care team. We need to get beyond the emotional components of our patient discussions to accurately address the clinical components.

We Recommend: R Adopt the SBAR format for communicating patient concerns in a professional, concise, and data driven manner. Patient Safety First

SBAR Technique: The Details S = Situation What is going on with the patient? A concise statement of the problem. B = Background What is the clinical background information that is pertinent to the situation? A = Assessment What did you find? Analysis and considerations of options. R = Recommendation What action/recommendation is needed to correct the problem? What do you want?

Transform Communication: How? Consider the factors that affect how we communicate: Education Nurses are taught to be narrative and descriptive Physicians are taught to be problem solvers and want only the headlines Others? Teamwork Nurses do not necessarily see the care environment as collaborative Physicians tend to view the care environment as fairly collaborative within their discipline Others?

Assertion Cycle: A model to guide and improve assertion in the interest of patient safety* *Leonard, M., Graham, S., Bonacum, D. (2004)The Human Factor: the critical importance of effective teamwork and communication in providing safe care. Qual Saf Health Care

SBAR Technique: Step 1 Ensure all pertinent patient information is available before you contact the physician. Name Medical record number Age Diagnosis Medication list Allergies Vital signs Lab results Advance Directive

SBAR Technique: Step 2 Ensure a physical assessment has been completed Have I: Seen and assessed the patient myself before calling? Reviewed the chart for appropriate physician to contact? Completed phone monitoring, tele-monitoring or tele-triage?

SBAR Technique: Step 3 When calling the physician, use the SBAR technique and tool: (S) Situation: What is the situation you are reporting? Identify self, agency, patient, patient location. What is going on with the patient. A concise statement of the problem.

SBAR Technique: Step 3 (cont.) (B) Background: What is the clinical background information that is pertinent to the situation? The admitting diagnosis and date of admission List of current medications, allergies, IV fluids, etc. Most recent vital signs Lab results: provide the date and time test was done and results of previous tests for comparison Advance Directive

SBAR Technique: Step 3 (cont.) (A) Assessment: What are the clinician s findings? What is the analysis and consideration of options? Is this problem severe or lifethreatening?

SBAR Technique: Step 3 (cont.) (R) Recommendation: What action/recommendation is needed to correct the problem? What solution can you offer the physician? What do you need from the physician to improve the patient s condition?

Bring SBAR to your Agency The Pre-Test Use the patient scenarios to assess how your staff would communicate today The Education Use ten slides (19-29) as your training The Post Test Replay actual patient scenarios to test your staff s ability to report in SBAR fashion Validate staff competency 31

SBAR Patient Scenario: Staff Training Tool

SBAR Exercise Mr. Nelson is a 71 year old male with a history of HTN and COPD. For the past 2 days, the patient c/o being tired and weak Post RN assessment, it is determined that he has had episodes of syncope with sudden movements, for the last 1-2 days after starting that new medication

SBAR Exercise cont. The nurse discovers that the patient s new medication was filled at a different pharmacy, and was really the same antihypertensive he was already taking. Supine BP: 102/60 (R); 106/62 (L) Pulse: 72 Standing BP: 90/52 (R); 96/58 (L) Pulse: 86; R: 24 Previous VS: 164/82 (R); 158/80 (L); Pulse: 68; R 22

SBAR Exercise: MD Contact Situation: Dr. Smith, this is Nancy Nurse from ABC Home Care. I am calling about Mr. James Nelson, your 71 year old patient who is now having episodes of syncope.

SBAR Exercise: MD Contact Cont. Background: ABC Home Health has been seeing Mr. Nelson for the last 3 weeks for exacerbation of HTN. Previous vital signs were 164/82(R), 158/80 (L), P 68, R 22 (sitting). Mr. Nelson has been complaining of lightheadedness, weakness and syncope with sudden movement. VS today were: BP 102/60(R), 106/62(L) sitting, 98/52(L standing) P 72, & R 24. I discovered that the patient was taking a double dose of his antihypertensive medication for the last four days by accident.

SBAR Exercise: MD Contact Cont. Assessment: The patient accidentally had a refill of the same antihypertensive medication filled at another pharmacy. He is hypotensive from the medication error.

SBAR Exercise: MD Contact Cont. Recommendation: I would like to hold his BP medication until tomorrow and schedule two extra skilled nursing visits starting tomorrow to recheck his blood pressure and for medication teaching. What are the parameters for restarting the medication?

HHQI Data Collection Have you registered your agency on then HHQI Cardiovascular Data Registry yet? Have you selected your measures? Have you described this project, your agency goals and the data collection process to staff? 40

Making Data Collection Easier Include the HHQI Literature in admission packets Insert Data Collection Tool in the chart for staff to begin on admission, complete on discharge Central location for completed tools to be entered in the HHCDR 41

Million Hearts Campaign How can your agency support C-V risk reduction and medication compliance? Agency sponsored exercise (Noon time walkers) Company support of weight loss aids 42

Peer-to-Peer Sharing What is working well? Goal: to improve the outcomes of our patients episodes of care. By working together, sharing ideas, helping one another, everyone s outcomes will improve. Sharing processes, suggestions, ideas on monthly webinars 43

HHQI Cardio LAN Every third Thursday, an educational webinar is offered by HHQI related to this project Have your registered for this month s webinar? Thursday, May 21 at 2:00 PM HHQI website archived webinars 44

Q & A How can we help you? 45

Next Webinar New England Home Health Collaborative: Improving Patient Engagement Wednesday, June 10, 2015 2:00-3:00 PM 46

Contact Kathryn D. Roby, M.Ed., M.S., CHCE, CHAP QIN-QIO Home Health Consultant Phone: 860-632-3724 Fax: 860-632-5865 E-mail: kroby@qualidigm.org This material was prepared by the New England Quality Innovation Network-Quality Improvement Organization (QIN-QIO), the Medicare Quality Improvement Organization for New England, under contract with the Centers for Medicare & Medicaid Services (CMS), an agency of the U.S. Department of Health and Human Services. The contents presented do not necessarily reflect CMS policy. CMS-CT-B1-2015-050042 47