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WA Country Health Service & Royal Perth Hospital A joint venture in improving clinical handover developing standardised clinical handover Concepts, Processes and Tools

Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

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Page 1: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

WA Country Health Service &Royal Perth Hospital

A joint venture in improving clinical handover

developing standardised clinical handover

Concepts, Processes and Tools

Page 2: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Project Deliverables

1. Analyse the patient safety risks associated with clinical handover with inter hospital patient transfers.

2. Develop minimum data set for our selected cohort (deteriorating IHPT) both Written & Verbal

3. Develop Toolkit to support implementation

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 3: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Extent of the problem• 350,000 ED presentations • 110,000 separations• 380,000 in patient bed days• 10,000 patient transfers to another acute care facility within Western Australia (WA). • Over 7,000 of these Via RFDS / St Johns Ambulance/ Fire Emergency services • Complex processes

ReferralArranging patient transportRely too heavily on multiple players having local knowledge of the WA health system and the differing service delineations both within the Perth metropolitan area health servicesWACHS is moving towards a model of central clinical coordination of all inter -hospital patient transfers and part of this project involves the development of clinical handover systemsEmerging picture of serious adverse outcomes from absent incomplte handovers

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 4: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Tracing & remedying failures

Transfer of professional responsibility and accountability across multiple systems and providers / agencies/ professional and volunteer groups

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Referring Doctor

transfer nurse / volunter ambo

receiving hospital

transit medical/ nursing team

CH

CH

CH

CH

CH

CH

Ambulance paramedic/ nurse escort

CH

Referring nurse

transport provider logistics

transit hospital

CH

CH

CH

CH

CH

Page 5: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Analysis of adverse events and incident

•Clarity of message

•Hierarchy of power influences

•Transfer of accountability

•Team and cross team work

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 6: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Collaborative effortIdentify

Situation

Observation

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Agree a Plan

Background

Setting the scene…

Page 7: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Royal Perth HospitalIdentify

Situation

Observation

Read Back

Agree a Plan

Background

Page 8: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 9: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 10: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 11: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 12: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

WA Country Health ServiceIdentify

Situation

Observation

Read Back

Agree a Plan

Background

Page 13: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 14: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 15: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 16: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 17: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Carnarvon

Identify

Situation

Observation

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Agree a Plan

Background

Page 18: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Same, same but different

Lake GracePerth

Identify

Situation

Observation

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Agree a Plan

Background

Page 19: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Trauma teams

RPH

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 20: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Burns teams

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 21: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Emergency teams

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 22: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Psychiatric Emergency team

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 23: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Neonatal resus teams

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 24: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Multiple transport providers

Page 25: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Project Team

Madeleine Connolly and Jill Porteous absent

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 26: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 27: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

WA Country Health ServiceWA Country Health Service & Royal Perth Hospital& Royal Perth Hospital

Handover is just wordsHandover is just words……iSoBARiSoBAR is an answeris an answer

The Why, the What & The Why, the What & ‘‘How will you know How will you know

when you get therewhen you get there’’??

Page 28: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

4 Ps of Marketing4 Ps of Marketing

••ProductProduct

••PricePrice

••Place (distribution)Place (distribution)

••PromotionPromotion

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 29: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

350,000 ED presentations350,000 ED presentations7,000 transfers via 3 transport providers7,000 transfers via 3 transport providers

ProductProduct

Page 30: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Tracing & remedying failures

Transfer of professional responsibility and accountability across multiple systems and providers / agencies/ professional and volunteer groups

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Referring Doctor

transfer nurse / volunter ambo

receiving hospital

transit medical/ nursing team

CH

CH

CH

CH

CH

CH

Ambulance paramedic/ nurse escort

CH

Referring nurse

transport provider logistics

transit hospital

CH

CH

CH

CH

CH

ProductProduct

Page 31: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Cyclone George

ProductProduct

Page 32: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

ProductProduct

Page 33: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

ProductProduct

Page 34: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

a contour line of constant pressure

•• I I –– IdentifyIdentify

•• S S –– SituationSituation

•• O O –– ObservationObservation

•• B B –– BackgroundBackground

•• A A –– Agree a planAgree a plan

•• R R –– Read backRead back

ProductProduct

Page 35: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

ProductProduct

Page 36: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

SBAR

• Situation

• Background

• Assessment

• Recommendation

Missing

– Identify

– Read back ProductProduct

Page 37: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

ProductProduct

Page 38: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

PricePrice-- cost to thecost to the patientpatient

Page 39: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

PlaceIdentify

Situation

Observation

Read Back

Agree a Plan

Background

Page 40: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

View from 3 sides of Wyndham hospital

Place

Page 41: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Kununurra

Place

Page 42: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Mud football , Derby

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Place

Page 43: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Cable Beach Broome

Place

Page 44: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

PromotionPromotion

Page 45: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

WA Country Health ServiceWA Country Health Service & Royal Perth Hospital& Royal Perth Hospital

Handover is just wordsHandover is just words……iSoBARiSoBAR is an answeris an answer

Putting it into practicePutting it into practice--Role PlayRole Play

Page 46: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Pitfalls Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 47: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Surname URN

Given Names DOB

HospitalAddress Postcode Gender

Date TimeMedicare No. Ambulance fund number DVA colour and number

AB TSI ABTSI Primary language spoken Interpreter required Yes NoContact person/NOK Contact No. NFR status documented Yes NoRelationship Aware of transfer Yes No Organ donor known UnknownReferring hospital contact person: Name Contact number Signature Designation Usual GP/Contact No.Principle diagnosis/problem Other diagnoses/problems

Reason for transfer

AIRWAY BREATHING COLOUR CIRCULATION SKIN PULSE BEHAVIOURALpatent unremarkable unremarkable unremarkable unremarkable Harm to selfcompromised shallow pale warm / hot regular Harm to othersventilated deep flushed cool / cold irregular Requires physical restraint

rapid mottled dry slowslow cyanotic moist / clammy rapid Glascow Coma Scorelaboured strongasymmetrical C-SPINE weak Usual conscious state (if known)

audible wheeze immobilised not palpableAirway management plan

Airway compromise relayed to transport provider Yes (Time) No Outcome;Temp. Pulse Resp rate B.P. SpO2 O2

rate/device Pain Score

Intravenous (IV) access (gauge, site, insertion time/date) IV fluids chartedSecond IV access Fluid balance ChartNo access required Failed IV access Arterial line Central venous line Time last voided

Fasted from Food Fluids Continent IncontinentIntercostal catheter Nasogastric tube Other Indwelling catheter

Past relevant medical history

Current episode medications (refer to Medication Chart for time last given)

Mental Health ActVoluntaryInvoluntaryRisk assessment

Investigations(results if available) Results attached Yes No Drug Allergy(state drug/reaction)

Relevant Social issues

Dietary needs Mobility Forensic Receiving hospital Unit Bariatric ClientReceiving doctor Contact number MicrobiologicalBed arranged with: Confirmed bed Yes No Pressure area riskTransfer form faxed to receiving hospital Yes No Other:

WAC

HS M

EDIC

AL R

ECOR

D TR

IAL I

NTER

HOS

PITA

L TRA

NSFE

R

Government of Western AustraliaWA Country Health Service

ALERTS

Inter Hospital Patient Transfer ADULT/CHILD HANDOVER

Vital signstime:

SIT

UA

TIO

NID

EN

TIFY

ATT

AC

H A

LER

GY

STIC

KEREffect

OB

SE

RV

AT

ION

SB

AC

KG

RO

UN

DA

GREED PLAN

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 48: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

WA Country Health ServiceWA Country Health Service & Royal Perth Hospital& Royal Perth Hospital

Handover is just wordsHandover is just words……iSoBARiSoBAR is an answeris an answer

‘‘How will you know when you get How will you know when you get therethere’’??

Page 49: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,
Page 50: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,
Page 51: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,
Page 52: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,
Page 53: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Identify Situation Observation Background Agree a Plan Read back

Page 54: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Roll out “ready or not”

• Change ready environment

• Staff encouraged to implement in their context

• The tools and educational support

• Examples - Bed side, patient transfer, allied health referrals………..

• Evaluation of innovation spread

• Variable results

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 55: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

After the trialThe good • There is less waffle in the communication, and its more succinct

• It prompts us to ask the right questions

• It helps us cope with the high turn over of staff

• We used to have bits of paperwork often go missing, so the isobar form has ensured that a comprehensive summary is passed on

• It has helped to change the culture and increase staff awareness of safety issues associated with verbal handover

• The tools are great

The bad• Focused on the form

• Seen as a medical responsibility especially the A and R

• Looking for a mandate

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 56: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Lessons learnt

What worked

• Focusing on a problem that was real and recognized by clinicians

• Clinician lead - not top down

• On the ground engagement and listening

• Marketing expertise

• Diffusion of innovation

• KISS

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 57: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Lessons learnt

What didn’t

• Form can become the focus rather than the concept

• Delays in implementation of enabling initiatives (care coordination, RFDS funding arrangements etc)

• Engagement with and of transport providers

• Under scoped we were n’t equipped for the extent of implementation that a change ready environment demanded

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 58: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Making it stick –A good proposal for change?• Based on best evidence

• Well presented and attractive

• Concrete messages

• Clear targets

• Different format for different audiences

Identify

Situation

Observation

Read Back

Agree a Plan

Background

Page 59: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Questions?

Page 60: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Diffusion of innovation

Page 61: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

Getting ready to changeIdentify

Situation

Observation

Read Back

Agree a Plan

Background

iSoBAR toolkit

developed

Understand/diagnose YOUR issues in YOUR

context

Plan your SPECIFIC changeConduct a SMALL test

STUDY results and Act on them in next small testkeep testing & expanding target

SOURCE Easy Guide to CPI NSW health

Page 62: Concepts, Processes and Tools - Safety and Quality · Concepts, Processes and Tools. ... 4 Ps of Marketing ... • The tools and educational support • Examples - Bed side,

iSoBAR - Getting ready to change

• Context

• Define issues / problem to be resolved - do you need to collect data?

• Describe what you are trying to achieve with whom - Be specific NOT just ‘improve”handover

How will you know the change is an improvement?

• Plan and conduct a SMALL test, how will you STUDY the results before moving on to second test?

Identify

Situation

Observation

Read Back

Agree a Plan

Background