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A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and Sustain a Patient and Family Advisory Council (PFAC) to Improve Patient Safety: Getting Started July 14, 2016

NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

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Page 1: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association

NYSPFP PFE Webinar Series 1: How to Create and Sustain a Patient and Family Advisory Council (PFAC) to Improve Patient Safety: Getting Started

July 14, 2016

Page 2: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

NYS PARTNERSHIP FOR PATIENTS

PFE Webinar Serieso Series 1: How to Create and Sustain a Patient and Family

Advisory Council (PFAC) to Improve Patient Safety: Getting Started

o Series 2: Recruiting, Informing and Selecting Patient and Family Advisors — July 21st from 2 – 3 pm

o Series 3: Implementing and Sustaining a Patient and Family Advisory Council — July 28th from 2 – 3 pm

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NYS PARTNERSHIP FOR PATIENTS

Agenda

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Topic SpeakerWelcome and Introduction CarlaLisa Rovere-Kistner

NYSPFP

Getting Started with Patient Advisors and

Patient and Family Advisory Councils (PFAC)

Ushma Patel, M.S.P.H.Researcher

American Institutes for ResearchWashington, D.C.

Next Steps and Q&A Cathleen R. WrightNYSPFP

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NYS PARTNERSHIP FOR PATIENTS

Why focus on PFACs?

August 2, 20164

o Requests received from hospitals

o Results of the PFP assessments

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NYSPFP PFE Assessment

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NYS PARTNERSHIP FOR PATIENTS

Patient and Family Engagement and Hospital Leadership Survey Hospital

Patient and Family Engagement Survey Yes NoPrior to admission, hospital staff provides and discusses a discharge planning checklist with every patient that has a scheduled admission, allowing questions or comments from the patient or family (e.g., the planning checklist may be similar to the CMS Discharge Planning Checklist).

32% 68%

Hospitals conduct both shift change huddles for staff and do bedside reporting with patients and family members in all feasible cases. 71% 29%

Hospital has a dedicated person or functional area that is proactively responsible for Patient and Family Engagement and systematically evaluates Patient and Family Engagement activities.

54% 46%

Hospital has an active Patient and Family Engagement Committee (PFEC) OR at least one former patient that serves on a patient safety or quality improvement committee or team.

54% 46%

Hospital has one or more patient(s) who serve on a Governing and/or Leadership Board and serves as a patient representative. 36% 64%

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NYS PARTNERSHIP FOR PATIENTS

Questions to Run-On

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o How will you gain buy-in and support for working with advisors?

o How will you prepare clinicians, leaders, and hospital staff to work effectively with advisors?

o What opportunities for and barriers to working with patient and family advisors might you face in your hospital?

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Webinar 1: Getting Started with Patient Advisors and Patient and Family Advisory Councils (PFAC)

Workshop for the New York State Partnership for Patients (NYSPFP)Given by the American Institutes for Research,

Person and Family Engagement Contractor for the Partnership for Patients 2.0

Ushma PatelJuly 14, 2016

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Welcome

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Ushma PatelResearcher, AIRPatient Advisory Council Member, The Preeclampsia FoundationVolunteer, Duke Pediatric Cardiac Surgery Center

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Who’s Here Today?

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Tell us about your experience with patient advisors. Which of the following best describes your hospital today?

– No plans to incorporate advisors– Starting to plan to add advisors– Have recruited at least one advisor for a committee– Have established a patient and family advisory council– Have multiple councils or committees

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Learning Objectives

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• Identify what patient and family advisors do and how they can help

• Describe the role of patient and family advisory councils

• Identify ways to gain leadership buy-in and support• Plan ways to prepare clinicians, leaders, and hospital

staff• Identify opportunities for working with patient and

family advisors in your organization

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About the PFE Contractor for PfP 2.0

• Led by the American Institutes for Research (AIR) in partnership with Econometrica, Inc. and Project Patient Care

• Types of support we offer:– Online and in-person technical assistance on PFE metrics– Monthly learning webinars and newsletter for HENs – Online resources for all PFE metrics available at

http://www.healthcarecommunities.org/

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PERSON AND FAMILY ENGAGEMENT (PFE)

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PfP Vision for PFE 2.0

Hospitals and other healthcare providers achieving quality and safety goals by fully engaging patients and their families, determining what matters most to them in every situation, and partnering with them to make improvements to all aspects of care.

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PfP 2.0 Definition of PFE

Persons, families, their representatives, and health professionals (clinicians, staff, leaders) • working in active partnership• at various levels—direct/point of care; organizational

design, policy, and procedure; organizational governance; and community/policymaking—across the healthcare system and in collaboration with communities

• to improve health, health care, and health equity

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PfP 2.0 Metric 4

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Hospital has an active Patient and Family Advisory Council OR at least one former patient that serves on a patient safety or quality improvement committee or team.

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GETTING STARTED WITH ADVISORS

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Patient Advisor’s Perspective

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Advisors: Who they are

• Advisors are collaborative partners in developing and revising hospital policies, procedures, and practices.– Patients and family members who received care at

your hospital and want to help improve care experiences for others

• Application and screening process• Training provided

– Represent the community served

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Benefits of working with advisors

• Patient and family advisors help improve care:– Offer insights about what your

hospital does well and where changes may be needed

– Help develop priorities and make improvements based on patient-and family- identified needs

– Help inspire and generate new ideas and solutions

– Serve as a link to the broader community

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Benefits of working with advisors (cont’d)

• Long-term benefits:– Improved quality and safety– Better health outcomes for patients– Better business outcomes for the hospital– Better experiences of care for patients, family

members, clinicians, and staff

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Where can advisors help?

• Quality improvement and safety initiatives• Facility design• Patient and family participation in care and

decision making• Patient and family information and education• Health information technology• Clinician and staff training

Other ideas? Please type in the chat box! 22

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What are the mechanisms for getting advisors to help?

• Advisors on one-time efforts• Advisors on short-term projects• Patient and family advisory councils• Advisors as members of committees

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OVERVIEW OF PFACS

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What is a PFAC?

• Advisory council members work together to help hospital leadership and staff integrate and apply patient and family insights– Identify and implement ways of improving the

care experience for all patients and families– Discuss and plan changes to improve hospital

quality and safety– Identify ways of improving the care experience for

all patients and families

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Structure of PFAC

• Size: Varies, but typically include 12-15 members• Membership: Majority is patients and families, small

number of hospital staff and clinicians• Logistics: Meet once a month for 1.5 – 2 hours

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Page 27: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Key Documents for PFACs

• Mission Statement: – Helps guide and focus the work of the PFAC– Includes council’s purpose, major goals, and key

stakeholders• Bylaws:

– Guide how the council functions and outline council members’ responsibilities

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“The Adult Patient and Family Advisory Council is dedicated to assuring the delivery of the highest standards of comprehensive and compassionate health care by Dana-Farber/Brigham and Women's Cancer Center. We do this by working in active partnership with our health care providers to: • Strengthen communication and collaboration among

patients, families, caregivers and staff • Promote patient and family advocacy and involvement • Propose and participate in oncology programs,

services, and policies”

Sample mission statement

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Identify staff liaison

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• Critical first step in PFAC process– Oversees the work of advisors– Helps put in place any necessary infrastructure,

prepares staff and clinicians to work with advisors, and recruits, trains, and supports advisors

– Determines a budget for parking, meals or refreshments, printing, communication, and supplies

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GAIN LEADERSHIP BUY-IN

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Buy-in at all levels is critical

“The single most important factor for ensuring the successful involvement of patients and families in policy and program activities is commitment to the idea. This point cannot be overstated. Without a deeply held belief that patients and families have unique expertise and knowledge and that their participation is essential to improving services, true collaboration will not occur.”

Source: Institute for Patient- and Family-Centered Care. Essential Allies: Patients, Residents, and Families as Advisors.

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Page 32: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Leadership buy-in

• Identify and get to know the formal and informal leaders • Talk with leaders about the importance and benefits of a

PFAC• Anticipate questions and be prepared to talk about

potential risks• Provide written materials on other PFACs • Identify opportunities to bring leaders into the process

of working with PFAs• Present a clear “ask”

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Page 33: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Obtaining buy-in at all levels

• Gather information to better understand the hospital’s culture, current policies, and decision-making processes

• Build support from key individuals and groups

• Recognize and address challenges

Readiness to Partner with Patient and Family Advisors (Tool 14)

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Page 34: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

How ready is your hospital leadership for patient and family advisors?

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We love them

We want them

We’re interested

We’re skeptical

Page 35: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

PREPARE LEADERS, CLINICIANS, AND STAFF

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Training clinicians and hospital staff

• Clinicians and staff may need training to partner effectively with advisors– How to involve advisors and integrate them into

their processes– How to listen – How to dispel bias and reservations about engaging

“certain” groups– How to communicate during a PFAC meeting to help

create a safe environment for all attendees

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Page 37: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Start with patient stories

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“Hospital administrators need to be coached on how to listen to patient stories – even if it makes them uncomfortable. And patients and families need to be coached to say things in a way that will be heard.”-Patty Skolnik, Patient Advocate and President/CEO, Citizens for Patient Safety, LLC, April PFE Affinity Group and Learning Event: Coaching Hospitals in Person and Family Engagement (PFE): Applying Best Practices and Using the Strategic Vision Roadmap

Page 38: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Tools to educate and train staff

AHRQ’s Guide to Patient and Family Engagement: http://www.ahrq.gov/professionals/systems/hospital/engagingfamilies/guide.html

Working With Patient and Family Advisors (Presentation, Tool 11) Introduce clinicians and hospital staff to the idea of working with patient and family advisors and to develop their skills for doing so

Working With Patient and Family Advisors (Handout, Tool 12) -Provide clinicians and hospital staff with an overview of working with patient and family advisors

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Page 39: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

IDENTIFY OPPORTUNITIES TO WORK WITH ADVISORS

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Look for ways to push your work further – example 1

• Good: At a surgical residents’ meeting, a surgeon reads anecdotes from family members whose children underwent surgical procedures about what went well and what could be improved

• Better: A surgeon asks family members to join the surgical residents’ noon conference to discuss what aspects of the process worked well and what could be improved

Page 41: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Look for ways to push your work further – example 2

• Good: A patient advisor is asked to provide input on a medication reconciliation initiative that will soon be implemented

• Better: Three patient and family advisors are invited to join a patient safety team that is beginning an initiative to improve medication reconciliation

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Page 42: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Look for ways to push your work further – example 3

• Good: An administrator invites patients and families to comment on the final plans for a facility’s upcoming renovation

• Better: Patients and families are invited to fill several slots on a new committee that will oversee plans for a facility’s upcoming renovation

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LEARNING ASSIGNMENT FOR WEBINAR 2

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Learning assignment: No prior work with advisors

• Identify one or two existing initiatives that would benefit from patient and family input

• Brainstorm ideas for involving patients and families and how they could help

Email me your ideas at [email protected] in advance of next week’s webinar!

Page 45: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Learning assignment: Some prior work with advisors

• Think about the ways in which your organization has worked with advisors. – What has worked well? – What has been challenging?

• Brainstorm specific plans for building on successes and addressing at least one of the identified challenges.

Email me your ideas at [email protected] in advance of next week’s webinar!

Page 46: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Helpful resources

• AHRQ’s Guide to Patient and Family Engagement: http://www.ahrq.gov/professionals/systems/hospital/engagingfamilies/guide.html

• Institute for Patient- and Family-Centered Care: www.ipfcc.org; PFAC Network forum

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PfP Roadmap & Metric 4 Resourceswww.healthcarecommunities.org

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Page 48: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Questions and discussion

• What questions do you have?• What experiences or lessons learned can you

share?

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See you next time!

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• Webinar 2: Thursday, July 21st – 2 pm EST– Recruit, Inform, and Select Patient and

Family Advisors• Webinar 3: Thursday, July 28th – 2 pm EST

– Implement and Sustain A Patient and Family Advisory Council

Page 50: NYSPFP PFE Webinar Series 1A partnership of the Healthcare Association of New York State and the Greater New York Hospital Association NYSPFP PFE Webinar Series 1: How to Create and

Contact information

Ushma [email protected]

Thank you for your time and participation!

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