Transcript Slide 1

Welcome to CUSP Communication & Teamwork Tools
Coaching Call 3
The session will begin shortly.
To access the audio for the session,
Dial: 800-977-8002, Participant code 083842#.
The materials for this coaching call can be downloaded from the CUSP
Communication & Teamwork Tools password-protected web page. Directions
for how to access this web page can be found on each of the coaching call
meeting notices (appointments) sent to you.
The phone lines will be open during the presentation. Please keep your phone
on mute unless you are asking a question. If you do not have a mute function
on your phone, you can press *6 to mute your phone (and *6 again to unmute
if you want to ask a question). PLEASE DO NOT PUT YOUR PHONE ON HOLD!!!
If you experience any problems, please call Marilyn Nichols at the MOCPS office
at 573-636-1014, ext 221 or [email protected].
Document 1
CUSP Communication &
Teamwork Tools
Coaching Call 3:
Hardwiring Multidisciplinary Rounds with Daily Goals;
Sample Huddles
August 16, 2011
Pat Posa RN, BSN, MSA
System Performance Improvement Leader
St. Joseph Mercy Health System
Ann Arbor, MI
[email protected]
Kimberly O’Brien, MHA
Project Manager
Missouri Center for Patient Safety
Jefferson City, MO
[email protected]
Documents for this Session
(All can downloaded from the CUSP Communication & Teamwork Tools password-protected
web site. Detailed instructions are located on each of the coaching call meeting
notices/appointments emailed to you by Kimberly O’Brien)
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This PowerPoint presentation
Monthly Team Leader Checklist
Sample Agenda for August CUSP Team Meeting
Sample MDR and huddle
An audio file recording of this session will be
emailed to you shortly after the call today
Agenda
• Multidisciplinary Rounds with Daily Goals
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Review action plan status
Creating rounding tool
Questions –struggles—strategies
Setting up a pilot/test of change
• Structured Huddles
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Review action plan status
Questions--struggle—strategies
Defining metrics
Setting up pilot/test of change
CUSP Communication & Teamwork Tools
Interventions
Multidisciplinary Rounds with Daily Goals
Structured Huddles
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MDR with DG Action Plan
Task
Obtain executive buy-in
Define members of rounds and their
roles
Define time of day and frequency
Structure of rounds:
•Review of systems (or major issues)
•Define components of checklist
•Time for each patient
Documentation:
•What is documented in medical
record
• daily goal—where is it documented?
Educating staff
Define metrics and evaluation process
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Responsibility
Due Date
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Who?
Physician
– Team leader: guide rounds, ensure follow defined process, elicit input from all
members, summarizes define daily goal
Resident:
– Present patient in system format
– Place orders in computer during rounds
– Document note in chart
Bedside nurse
– Provide clinical information, current patient status, changes over previous
24hrs, patient or family concerns/issues (if not present on rounds)
Case manager/social work
– Could function as leader if physician not present
– Oversee discussion of discharge planning
– Define patient/family concerns/issues
Charge nurse/CNS/CNL
– Function in leader role if designated and physician not present
• Others
– Pharmacist, respiratory therapy, PT/OT, pastoral care, palliative care
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• Patient----how will the patient and family be included
Structure of MDR
• Time of day
• Frequency
• Process for each patient
– Checklist
• Documenting
– Which pieces of rounds?
– Daily goal
• Define daily goal follow up process
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Multi-Disciplinary Rounds
Communication Tool
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Overall Plan of Care
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Discharge Plans
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Placement?
Home health needs?
Transportation?
Equipment?
Patient safety
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Diagnosis?
Patient’s Chief Concern?
What does patient need to accomplish to be discharged?
Tests today?
Procedures today?
Medication changes today?
Medication issues?
Consulting services?
Expected discharge date?
On VTE prophylaxis?
Can any lines or tubes be removed?
Can we reduce fall risk?
Can we reduce skin injury risk?
GOAL FOR THE DAY
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Where are you struggling?
• Buy-in? Physician? Nurses?
• Defining roles?
• Creating structure/checklist?
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Test of Change
• One nurse, one physician, one day, one
patient
• Test the roles and process(checklist)
• Get feedback
– Observe rounds
– Survey participants
• Make revisions
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Evaluate
Attending:
RN:
Circle others in attendance: Pharmacy
Room #: __________________
Rounding outside patient room:
Nursing notified:
Nutrition
Resident:
Intern:
Respiratory Therapy
CNL
yes
no
yes
no
n/a
Nursing present during rounds:
yes
no
RT present during rounds:
yes
no
Checklist followed as outlined:
yes
no
(If no, what objectives were omitted) __________________________________________
Sepsis screen, sepsis bundles reviewed/signed by team:
yes
no
Daily goals in room board updated by intern:
yes
no
Plan of care/daily goals clarified with team:
yes
no
Nursing questions/concerns addressed:
yes
no
n/a
Physician questions/concerns addressed:
yes
no
n/a
Patient/family questions/concerns addressed:
yes
no
n/a
Were team members listening to each other:
yes
no
Did leaders ask others for input:
yes
no
Feedback to team members (professionalism, team interaction, timeliness, efficiency, thoroughness, organization and clarity):
_________________________________________________________________________________________________________
_________________________________________
Was criticism positively presented:
yes
no
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Evaluate
• Survey participants: (5 point scale)
– Was your voice/opinions heard and valued?
– Did you have a understanding of what the goals
and plan for the patient was for the day?
– Did the leader facilitate the rounds to ensure
efficiency and open communication?
– Did MDR with DG improve how you cared for your
patient?
– What worked?
– What could be improved?
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Structured Huddles
• Enable teams to have frequent but short briefings so that they
can stay informed, review work, make plans, and move ahead
rapidly.
• Allow fuller participation of front-line staff and bedside
caregivers, who often find it impossible to get away for the
conventional hour-long improvement team meetings.
• They keep momentum going, as teams are able to meet more
frequently.
Use this strategy to begin to recovery immediately
from defects---IE: falls, sepsis and daily to focus on
unit outcomes
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Structured Huddles
Task
Obtain executive buy-in
Order Huddle board
Select Huddle metrics for first board:
operational, quality/safety and patient
satisfaction
Define huddle process:
•Define time of day and frequency
•Who will lead huddle
•Expectations of staff—who will attend
•Create agenda (in first huddles include
overview of purpose of huddles and huddle
process)
Hang huddle board and fill in metrics
Identify when huddles will begin
Define process for changing huddle metrics
Create evaluation process: how will I know if
huddles are successful?
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Responsibility Due Date
Selecting Metrics
 Should reflect improvement opportunities that have been identified by unit,
aligned with unit and hospital goals and objectives
 Must be specific and measureable – and feasible to monitor frequently
 Identify who will be collecting data and updating board
 Define goal for metric---this will help you decide how long to keep metric going
Quality: IE: core measures, handwashing, falls, delirium, skin etc
Patient Satisfaction: IE: use results from hospital’s patient satisfaction
survey----- pain is controlled, noise at night etc
Operations: IE: unit functioning, efficiencies---% of patients
discharged by 11am, time from transfer or discharge order
till patient moved
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Selecting Metrics
Quality: (IE: core measures, handwashing, falls ect)
Med-surg: pneumonia core measure—your unit is falling short in
one area—vaccination.
Metric: # of patients who received the vaccine(PNE)
# of patients who qualified for it
ICU: ventilator associated pneumonia prevention-your unit is not
consistently performing the spontaneous awakening trial (SAT)
Metric: # of patient who received a SAT
# of patients who qualified for SAT
LAB: turnaround time for stat lab—CBC
Metric: # of CBC resulted within 30 minutes
# of CBC in previous 24 hrs
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Selecting Metrics
Patient Satisfaction: IE: use results from hospital’s patient
satisfaction surveyMed-surg: call lights being answered within 5 minutes
Metric: # of call lights anwered withing 5 minutes
# of call lights in 24 hrs
ICU: pain reassessment in 1 hour
Metric: # of patient who’s pain was reassessed in 1 hour
# of patient episodes audited
Radiology: patient waiting
Metric: # of in-patients that waiting in the hallway 5min
# of inpatients brought to department for testing in 24 hrs
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Selecting Metrics
Operations: IE: unit functioning, efficienciesMed-surg: percent of patients discharged by 11am
Metric: # patients discharged by 11am
# of patients with discharge orders in place before 11am
ICU: delirium assessment
Metric: # of patient with 2 documented CAM-ICU in last 24 hours
# of patient in ICU
Radiology: no show rate
Metric: # of out patients that miss schedule appointment
# of outpatients scheduled for testing in 24 hrs
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Where are you struggling?
• Buy-in? Physician? Nurses?
• Picking best time of day?
• Creating metrics?
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CUSP Communication & Teamwork Tools
Next Steps
• Multidisciplinary Rounds
– Complete action plan and a test of change
• Structured Huddles
– Complete action plan
– Define first metric and do a practice huddle on one shift, one day
• Learning from a Defect
– Identify next defect to solve (if haven’t done it yet)
– Begin/complete through LFD steps
• CUSP Team Agenda
– Choose next defect to take through the Learning from a Defect Tool or begin LFD process
– Complete MDR with DG action plan
– Show video’s of structured huddle; get feedback/questions from CUSP team and unit
leadership for next Coaching Call
– Ensure that concepts of Multidisciplinary Rounds and Structured Huddles are vetted by
executive sponsor for unit and VPMA/CMO
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We Are On a Continuous Journey
• We have toolkits, manuals, websites, and monthly calls to
learn from and with each other.
• Your job is to join the calls, share with us your successes
and more importantly the barriers you face.
• Commit to the premise that harm is untenable.
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Questions?
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