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www.pspbc.ca Shared System of Care COPD HF Prototype Session 4 February 28, 2013 Wireless: Westin-Meeting Wireless Code: bcma2013

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www.pspbc.ca

Shared System of Care COPD HF Prototype Session 4

February 28, 2013

Wireless: Westin-Meeting

Wireless Code: bcma2013

Session Opening

Dr. Gordon Hoag

www.pspbc.ca

Brian Deakin

The Good The Bad The Ugly

4

5

COPD Heart Failure Ischemic Heart Disease Diabetes Renal Problems Hypertension Barretts Esophagus Sleep Apnea Former Smoker Reformed Alcoholic

My Health

6

How Many Health Professionals Share My Care?

2007

UncoordinatedSporadicLoosely Structured

2012

CoordinatedContinuousComprehensive & proactive

7

Then

As I saw fit

Loosely structured

Sporadic

Incomplete

Easy

Comparing My Care … Then and Now

Now

Shared Coordinated

Continuous

Comprehensive

Complex

8

My care has really developed over the past few years

COORDINATED

› I know where things are leading to

COMPREHENSIVE

› I know that someone is going to look after my heart, and that someone is going to check my lungs

CONTINUOUS

› I don’t need to chase the health professionals because they are following up with me on a regular basis.

My experience with COPD & HF

9

“A growing number of sub-specialties and … physician teams … have contributed to care that is comprehensive… often disjointed, especially for the most complex patient populations.” https://www.bcma.org/files/SharedCare_Backgrounder.pdf

This IS my Experience NOW !

Shared Care initiatives foster mutual trust, respect, and knowledge of each physician’s expertise, skills, and responsibilities…

It’s not just mutual trust between physicians, it’s mutual trust between them and the PATIENT!

This WAS my Experience THEN

10

NowCommunicationEducationResourcesActive interest

› in my life

› in my health

My Self Management…

Then Invincible Self-Denial Smoked Drank Medications? Huh?

11

I have taken charge of my health Group medical visits I learned how to communicate I ask questions, and I record answers My GP and I have mutual trust & respect for each other. That has absolutely has an impact on my experience

with specialists

What Has Happened?

12

Shared Care

13

Predictive Modelling and PROOF - Ella Young, Dr. Bruce McManus and Janet McManus Steveston

Updated HF and Co-morbid materials - Drs. Sean Virani and Mark FitzGeraldBridgeport

Partners in Care - Aman Hundal, Clay Barber Lulu Island

Brief Action Planning - Connie DavisGulf of Georgia

Break Out Sessions – Part 1

Break

Break Out Sessions – Part 2

Creating Shared Care in a Northern Health Practice

Shared Care – Heart Failure

Prototyping in Maple RidgeJuly – December 2012

18

Dr. Ken Burns – Family Physician Champion

Dr. Winston Tsui – Cardiologist

Carol Galte – Nurse Practitioner, Co-Lead Regional Health Failure Strategy, Fraser Health

Marleen Ouellette – Clinical Nurse Specialist, Heart Function Clinic, Fraser Health

Patti Scott – Practice Automation Coach, PITO

Dr. Christopher Rauscher – PSP Specialist Lead, Fraser Health

Kathy Riyazi/Jennifer Montgomery – PSP Project Coordinator, Fraser Health

Our Team

19

Focus on clinical pearls

Build the Network

Connect with resources

Our Goals

20

2 team meetings to plan learning sessions

2-2 hour learning sessions

Optional Practice/Support visits

What We Did

21

Clinical Review

Case Studies

Registry Building

Boardwalk Activity

Content of Learning Sessions

22

Patient Self Management

› Local Community Resources

› Heart Failure Zones

› Smoking Cessation

Content of the Learning Sessions

23

Registry building

Smoking Cessation

Case Finding

Resource Access

Support Visits

24

Shared Care COPD Module to begin in April

The Future

25

For more informationJennifer Montgomery

[email protected]

Sophia [email protected]

Lunch

Idea BONANZA!

Christina Southey

28

Pa, I think these folks have some ideas in ‘em.

29

If you were 10 times bolder,

what would you test to improve

shared care for HF/COPD in

your community.

30

Write 1 idea on the cue card provided.

Do not put your name on it

1 cue card for each person. Each person must write one idea.

Step 1

31

Walk around the space trading cards

with everyone you pass

Step 2

32

When asked to stop,

read the idea on the cue card you hold

and rate it from 1-5, on the back of the card.

1 = This idea is not for me5 = I love this idea and want to try it!

Step 3

33

Repeat 4 more times

Step 4

34

After 5 rounds tally up the numbers

on the back of the 5th cue card.

Give a score out of 25.

Step 5

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Planning for Sustainabilityaka Holding the Gains

Connie Davis

36

Define sustainability

Describe what ‘sustainability actions’ to take during testing and implementation

Create a sustainability plan

Objectives

37

What is Sustainability?

38

› The ability to be maintained at a certain rate or level.

› The ability to be upheld.- Oxford English Dictionary

› Maintaining the process - National Health Service Modernization Agency, 2002

What is Sustainability?

39

The challenge is not starting, but continuing after the initial enthusiasm is goneOvretveit, 2003

40

What are we trying toaccomplish?

How will we know that achange is an improvement?

What change can we make thatwill result in improvement?

Model for Improvement

Act Plan

Study Do

Langley et al,The Improvement Guide, 2009

41

Testing: Trying and adapting existing knowledge on a small scale. Learning what works in your system.

Implementing: Making a change a part of the day-to-day operation of the system in your pilot population. Holding the gains.

Spreading: adapting change to areas or populations other than your pilot populations

Testing vs Implementation vs Spread

42

Spreading to other locations/processes

Developing a change

Implementing a change (HTG)

Testing a change

Act Plan

Study Do

Theory and Prediction

Test under a variety of conditions

Make part of routine operations

Robert Lloyd

The Sequence for Improvement and Spread

43

Improvement

Hold Gains

Spread

Improvement Hold Gains Spread

BETTER

Design Spread

Langley GJ, Nolan KM, Nolan TW, Norman CL, Provost LP. San Francisco: Jossey-Bass; 2009

Creating a New System

44

Purposefully test the changes under a wide range of conditions (robust design)

› Regular staff/temp, experienced/ inexperienced staff

Foolproof the new process/procedure

› Look for ways to use constraints, affordances, reminders, differentiation

Use technology where appropriate

› Look for opportunities to use computers/EMR, bar coding ,etc.

Think about reliability and change concepts related to reliability

During Testing— Before We Even Implement!

45

When an improvement was implemented Are the gains still there?

› If yes, what was done to make that happen?

› If no, why weren’t they sustained? What got in the way?

Think of a Time

46

Use multiple PDSA cycles to implement the change

› Testing is not de-facto implementation!

Collect data over time when conditions are expected to change

› Continue use of run chart

Redesign support processes for new process

› Training, getting forms, etc.

Address the social aspects of change

› WIFM, appreciation, publicity, resistance

During Implementation

47

Collect Data Over Time When Conditions are Expected to Change

Unreconciled Meds

0

10

20

30

40

50

60

70

Perc

ent

Baseline

Testing

SuccessfulTesting

Begin implementation on pilot unit

Evidence of improvement during implementation

48

ACT

STUDY DO

PLAN

- What changes are to be made?

- Next cycle?

- Objective

- Questions and predictions

- Plan to answer the questions (who, what, where, when)

- Complete the analysis of the data

- Compare data to predictions

- Summarize what was learned

- Carry out the plan

- Collect the data

- Begin analysis of the data

Source: Improvement Guide, Pg 185

Implementation Cycle

Measurements required:New measurements defined. Comments: Measurement procedures defined. Comments:

Measurement responsibilities defined. Comments: Measurement review scheduled with responsibilities. Comments:

Analysis of data responsibility assigned. Comments:

Impact on training:Training procedure defined for implementation. Comments: Training resources allocated. Comments: Training schedule complete. Comments: New employee training procedure complete. Comments:

Documentation of change:Materials/forms defined. Comments: Procedure defined. Comments: Equipment defined. Comments: Change request procedure. Comments: Changes in job descriptions or role statements. Comments:

••••••8

••••••7

••••••6

••••••5

••••••4

••••••3

••••••2

••••••1

•Predicted Acceptance

•High/Med/Low

•Change in Standard?•Yes/No

•Number of People Affected

•Process or Product Owner

•Processes or Products Affected

Processes or Products affected by the change:

••••8

••••7

••••6

••••5

••••4

••••3

••••2

••••1

•Predicted Level after Change

•Current Level of Performance

•Measure

Predicted impact of change on key measures:

Implementation dates: From to .

Description of change:

Measurements required:New measurements defined. Comments: Measurement procedures defined. Comments:

Measurement responsibilities defined. Comments: Measurement review scheduled with responsibilities. Comments:

Analysis of data responsibility assigned. Comments:

Impact on training:Training procedure defined for implementation. Comments: Training resources allocated. Comments: Training schedule complete. Comments: New employee training procedure complete. Comments:

Documentation of change:Materials/forms defined. Comments: Procedure defined. Comments: Equipment defined. Comments: Change request procedure. Comments: Changes in job descriptions or role statements. Comments:

••••••8

••••••7

••••••6

••••••5

••••••4

••••••3

••••••2

••••••1

•Predicted Acceptance

•High/Med/Low

•Change in Standard?•Yes/No

•Number of People Affected

•Process or Product Owner

•Processes or Products Affected

Processes or Products affected by the change:

••••8

••••7

••••6

••••5

••••4

••••3

••••2

••••1

•Predicted Level after Change

•Current Level of Performance

•Measure

Predicted impact of change on key measures:

Implementation dates: From to .

Description of change:

49

1. Clarify what you are sustaining

2. Engage leaders

3. Involve and support front-line staff

4. Communicate the benefits of the improved process

5. Ensure the change is ready to be implemented and sustained

6. Embed the improved process in your electronic and human processes.

7. Build ongoing measurement

Key Factors for Holding the Gains

Health Quality Ontario

What are You Sustaining?

51

Identify clinical champion

Champion has time to participate

Business leader supports improvement (if applicable)

Leaders have skills and knowledge about the change

Leaders have

› removed barriers

› can state the benefits

› provide required resources (especially time)

Leadership for Sustainability

52

Information about purpose and significance

Participate in identifying issues with change

Are involved in developing solutions

Right people are involved

Communication process clear

Skills enhancement is addressed

Involving Front Line Staff

53

WIIFM for each group identified

Data is tracked real-time and shared

Stories, updates and visual display of data routinely shared

Information on benefits

Communication Strategy

54

The change is an improvement

It has been widely tested

No further testing needed (at this time)

Targets have been achieved

Readiness to Implement

55

Necessary supplies, facilities, forms etc. are available

Staff have been trained and job descriptions updated

Policies and procedures updated

New process is now standard

The new process is monitored and ongoing adaptation planned

Required electronic or paper based changes have been made

Embed the Improved Process

56

Skills and culture of measurement

Measures set defined

Staff assigned to measurement

Regular reporting established

Communication plan established

Plan for responding to data

Celebrate accomplishments!

Measurement Strategy

57

Still in the planning process: consider how you can integrate these concepts into your design and testing?

In the early testing stages: can some of these concepts be integrated or added to what you're doing?

Close to being implemented: what might you need to address before you consider moving to 'sustain'?

Changes implemented: what might you need to go back and address before you move on?

Sustainability at Every Stage

Evaluation Introduction

Marcus J. Hollander, PhD

59

Hollander Analytical Services Ltd. has been contracted to conduct the evaluation of the PSP program.

There are two aspects to the evaluation: a Train-the-Trainer evaluation and our evaluation of the Learning Modules once they are rolled out.

In terms of the Train-the-Trainer or Prototyping evaluation, a report of findings is produced quite quickly and is used as input to plan future activities. Thus, the information provided is actually used to improve future planning.

Evaluation Overview

60

The Learning Module evaluations have shown very positive results and have been instrumental in giving both a national and international profile to the PSP.

The most recent publication of the Learning Module Evaluation is:

› MacCarthy, D., Kallstrom, L., Kadlec, H., & Hollander, M.J. (2012). Improving primary care in British Columbia, Canada: Evaluation of a peer-to-peer continuing education program for family physicians. BMC Medical Education, 12, 110.

You will be asked to complete the prototyping evaluation in the breakout groups. Please hand them in to the breakout group leader who will give them to us.

Evaluation Overview (cont’d)

61

The evaluation survey may appear to be long but it is broken into sections so not everyone will be asked to complete the full survey.

We would like to thank you in advance for your cooperation in completing the survey forms.

Evaluation Overview (cont’d)

Next Steps

Fraser HealthLulu Island

Interior HealthBridgeport

Northern HealthGulf of Georgia

Vancouver CoastalSteveston A

VIHASteveston B

Report Out