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2/7/2012 1 Session Three Foundational Element: Engagement Kelly McCutcheon Adams, MSW, LICSW, IHI Director Barbara Balik, RN, EdD, IHI Faculty February 8, 2012 2:00 3:00pm EST David Kim David Kim, Institute for Healthcare Improvement (IHI), is responsible for managing and coordinating a variety of programs based on Key Processes on the IHI Improvement Map. Mr. Kim is a graduate of Boston University. He has been with the IHI for 2 years. He enjoys sports, food, and travel. 2

Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

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Page 1: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

1

Session Three

Foundational Element: Engagement

Kelly McCutcheon Adams, MSW, LICSW, IHI Director

Barbara Balik, RN, EdD, IHI Faculty

February 8, 2012

2:00 – 3:00pm EST

David Kim

David Kim, Institute for Healthcare Improvement

(IHI), is responsible for managing and

coordinating a variety of programs based on Key

Processes on the IHI Improvement Map. Mr. Kim

is a graduate of Boston University. He has been

with the IHI for 2 years. He enjoys sports, food,

and travel.

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Page 2: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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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

When Chatting…

Please send your message to

All Participants

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Page 3: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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Kelly McCutcheon Adams, MSW, LICSW

Kelly McCutcheon Adams, MSW,

LICSW, Director, Institute for Healthcare

Improvement (IHI), has served in this

capacity for eight years for a variety of IHI

Collaboratives and programs, particularly

those focused on critical care. She is a

medical social worker with experience in

hospice, nursing home, sub-acute

rehabilitation, emergency department, and

ICU settings. She has also served as

faculty for the US Department of Health

and Human Services Organ Donation

Collaborative and for the Gift of Life Institute.

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Barbara Balik, RN, EdD

Barbara Balik, RN, EdD, Principal, Common

Fire Healthcare Consulting, is also Senior

Faculty at the Institute of Healthcare

Improvement. Her areas of expertise include

leadership and systems for a culture of quality

and safety, including patient- and family-

centered care, patient experience, systems to

improve transitions in care, and transforming

care prior to or with optimization of an electronic

health record implementation. She works with

leaders to develop adaptive systems to excel

and innovate in complex organizations, and to

ensure sustained improvement and innovation

every day. Ms. Balik's publications include the

book, The Heart of Leadership, and the IHI white

paper on “Achieving an Exceptional Patient and

Family Experience of Inpatient Hospital Care,”

among others. Previously, she served in senior

leadership roles at Allina Hospitals and Clinics,

United Hospital, and Minneapolis Children's Medical Center.

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Page 4: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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Martha Donovan Hayward

Martha Hayward joined the Institute for

Healthcare Improvement (IHI) in March 2011 as

the Lead for Public and Patient Engagement. A

cancer survivor herself, she is a founding board

member of the nonprofit Women‟s Health

Exchange and served on the Patient and Family

Advisory Council of Dana-Farber Cancer Institute

in Boston. Her career experience includes over

20 years in marketing and fundraising in the

areas of health, politics, and education. As a

partner at Donovan & Vicenti, a branding and

web design firm on Boston‟s North Shore, Ms.

Hayward works with a variety of small

businesses and nonprofits. Most recently, as

Executive Director at The Partnership for

Healthcare Excellence, she brought a particular

focus on, and considerable experience in, the

area of patient advocacy.

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Overall Objectives

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At the end of this program, participants would be able to:

• Articulate key foundational elements in support of all

domains of patient experience improvement

• Share specific testable ideas for improving nurse

communication, pain management, and cleanliness

• Plan small tests of change to try during the Expedition

Page 5: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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Session Agenda

• Homework – What did you learn?

• Patient Experience Change Package

o Our focus today

• Engagement learning from the Patient Experience Collaborative

o Martha Donovan Hayward, IHI Lead/Public and Patient

Engagement

• Hear from successful hospitals

o Sandee Moore, Eastern Idaho Regional Medical Center

o Cathy Denesia and Rob McEver, Overland Park Regional Medical

Center

• Time for Q&A

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Homework for this call

• Test one of the Leadership Key Change

• Share what you learned from the test

• Complete an additional patient shadowing

activity

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2/7/2012

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Patient Experience Change Package

• Overview

oOriginal work:

Patient Experience White Paper and Driver

Diagram

o Focused content – 48 hospital collaborative

Nurse Communication

Pain Management

Cleanliness

Exceptional patient and family inpatient hospital experience

(safe, effective, patient centered, timely, efficient,

equitable) as measured by

HCAHPS willingness to recommend

Governance and executive leaders demonstrate that EVERYTHING in the

culture is focused on patient and family

centered care, practiced

everywhere in the hospital (individual,

microsystem, organization)

In words and actions leaders communicate that the patient’s safety and well being is the critical decision

guiding all decision making

Patients and families are treated as partners in care at every level: on decision making bodies to team members with individual care

PFCC is publicly verifiable, rewarded, and celebrated with relentless focus

on measurement, learning, and improvement with transparent

patient feedback

Sufficient staff are available with the tools and skills to deliver the care the

patient needs when they need it

The hearts and minds of staff and providers

are fully engaged

Staff and providers are recruited for values and talent, supported for

success, and accountable individually and collectively for results

Compassionate communication and teamwork are essential competencies

Every care interaction is anchored in a

respectful partnership

anticipating and responding to

patient and family needs (physical

comfort, emotional, informational,

cultural, spiritual, and learning)

Patients and families are part of care team and participate at the level the

patient chooses

Care for each patient is based on a customized interdisciplinary shared care plan with patients educated,

enabled and confident to carry out their care plans

Communication uses words and phrases that the patient understands

and meets their emotional needs

Hospital systems deliver reliable

quality care 24/7

The physical environment supports care and healing

Patients are able to access care and say that there were not long and unreasonable waits and delays

Patients say “there were staff available to give the care I needed”

The care team instills confidence by

providing collaborative,

evidenced based care

Care is safe, concerns are addressed and if things go wrong, there is open

communication and apology

Care is coordinated and integrated through use of a shared can plan and everyone on the patient’s care team,

including the patient, has the information they need

Patients get the outcomes of care they expect

The Patient always means

patient and those they

choose to call family

IHI Patient

Experience

Driver

Diagram

Page 7: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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Patient Experience Change Package

• Faculty, exemplars, teams experience:

o Foundational cross-cutting work – address all

domains

Leadership commitment and behaviors

Engaging patients in their definition of:

– family, pain management, cleanliness

o Successful use of the Driver Diagram and

White Paper to assess current state and

develop implementation plans

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Patient Experience Change Package: Overview

Key areas for improving specific domains of

patient experience: Nurse Communication,

Cleanliness, and Pain Management

Staff and Physicians Patient and Family Connection

Leadership Engagement Improvement/

Infrastructure

Foundational Elements for Improving Patient Experience

Today’s Session

Page 8: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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Foundational Elements for Improving Patient Experience

Leaders take ownership of defining

purpose of work and modeling

desired behaviors.

Staff, leaders, and physicians engage

patients and families so that efforts to

improve patient experience reflect

actual patient experience.

Improvement teams are solidly

grounded in skills to effect reliable

change and gain meaningful

understanding of data

Leadership Engagement Improvement/

Infrastructure

Today’s Session

Engagement learning from the Patient

Experience Collaborative

• Martha Donovan Hayward, IHI Lead/Public and

Patient Engagement

• DO MORE. DO LESS.

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Page 9: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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Cathy Denesia and Rob McEver

The story:

• We shadowed an 83 year old woman and her husband and life partner of 54 years. This patient entered

through the Emergency Department with stroke-like symptoms. The shadow experience began in the ED,

followed through procedural areas, and eventually ended up in the ICU.

How we communicated the story: • Photos and quotes from the patient and

her husband

Getting Started:

• Just Do It!

• Work with the ED director and triage nurse to identify patients

• Introduce to the patient or family that shadowing is a way to improve services to our patients by stepping

through this hospital experience with them

Take-aways: • This experience allowed us to link several initiatives within the organization (LEAN,

Joint Commission preparation, cleanliness, & patient centered care) with IHI principles

Patient Shadow Experience

Page 10: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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The story:

• 51 year old man admitted to Med/Surg unit for acute appendicitis. Upon admission to room, patient‟s

roommate required Rapid Response Team. During these events patient‟s room was „disheveled‟ and

equipment along with medical supplies left lying in bathroom area blocking patient access to the toilet.

Patient‟s bathroom not cleaned during his over-night stay. Patient later expressed he had history of

infection acquired after knee surgery and this situation caused him anxiety about another infection.

How we communicated the story:

• Patient initially reported complaint to staff and unit director. Patient did not feel staff was responsive.

• After discharge patient invited in for a “dinner” with nursing and EVS staff.

• Patient told staff in his own words about his experience

Take-aways: • Patient felt empowered & that he had an impact on future patient care

• Staff related to patient story and spoke about how this would impact their practice

• Overall positive experience for both staff and patient

Getting Started:

• Just Do It! • Identify patients who can articulate their story in constructive way.

• Patient had a vested interested in improving “his” hospital

Patient Advisor Experience

Eastern Idaho Regional Medical Center Patient and Family Engagement

Page 11: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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IHI Collaborative

• Initial spark to support our cultural change with better structure for process change

• Setting a framework to support accountability

• Much more digestible and approachable compared to past efforts: small-scale rapid cycle testing.

• Inspires sense of “We can do this, a bite at a time!”

• Data-rich

• Sharing and networking

• Introduction of Patient Advisor role

EIRMC’s New Structure

Page 12: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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Lots of Teams, Doing Heaps of Work

• Patient-Family Advisory Council • Communication Team • Pain Management Team • Care Coordination Team • Cleanliness & Quiet Team • Leader Rounding Team • Lab Services Team • Imaging Team • Same Day Surgery Team • Emergency Department Team • Marketing & Communications Team • Inpatient Unit Based Teams

Listening to Patients & Families: Patient & Family Advisory Council

Not pictured: Mary Kelley Russell Hillman Kelly Martin

Page 13: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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PFAC: Putting Patients & Families at the Center of Everything

• Intentionally force consideration of, “What will give best experience for the patient and family?” in every hospital decision we make

• PFAC drives/participates in: – Every Patient Experience Team

– Patient Family Advisory Newsletter

– New Employee Orientation

– Patient Rounding/Environmental Rounds

– Healing spaces

Helping Design More Patient and Family-Focused Care

• PFAC advises and provides recommendations on: – Bedside shift report

– Patient Handbooks

– Whiteboards

– Family presence during resuscitations

– Visitor guidelines

– Pain Team consults

– Patient-Family Liaison on Surgical Services

– Patient call-backs

– Leader rounding on patients and families

– 2-hour window for inpatient imaging exams

Page 14: Developing Nursing Managers and Clinicians to Lead ......every day. Ms. Balik's publications include the book, The Heart of Leadership, ... • Engagement learning from the Patient

2/7/2012

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Discussion/ Q&A

• To ask a question or make a comment,

please either chat your question/comment

into the Chat Box to All Participants, or …

• Click the Raise Hand icon and we can call

on you to ask your question aloud.

Thanks!

Homework for the next call

• Test one of the Engagement Changes

• Share what you learned from the test

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Next Call

Session 4 - Foundational Element:

Improvement Infrastructure

Date: Wednesday February 22, 2012

2:00 PM - 3:00 PM Eastern US time

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Listserv

[email protected]

• Send and receive questions and

comments to/from faculty and participants

• To be added to the listserv please email

[email protected]

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