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From implicit to explicit recognition of the value of Human Factors Education in NHS Dumfries & Galloway Maureen Stevenson Patient Safety & Improvement Manager Jean Robson Director of Medical Education

Maureen Stevenson Patient Safety & Improvement Manager Jean Robson Director of Medical Education

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From implicit to explicit recognition of the value of Human Factors Education in NHS Dumfries & Galloway. Maureen Stevenson Patient Safety & Improvement Manager Jean Robson Director of Medical Education. A Journey of Discovery. Start with the aim in mind - PowerPoint PPT Presentation

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Page 1: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

From implicit to explicit recognition of the value of Human Factors Education in NHS Dumfries &

Galloway

Maureen Stevenson Patient Safety & Improvement Manager

Jean Robson Director of Medical Education

Page 2: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

A Journey of Discovery

• Start with the aim in mind

• Did we really know what we wanted to achieve

• Organic and adaptive

Page 3: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

All Aboard

• Clinical Governance• Risk Management• Adverse Event

Management• The care environment• Making your care and

work safer

• Systems• Understanding why

things go wrong• Understanding the

importance of context and culture

• Teamwork• Environment & Process

Design

Page 4: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

First Steps

Strategy & Systems

Training

SAE & RCA

Culture & reporting

Hazard and risk identification

Contributory factors

framework

Patient Safety

Page 6: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

A P S D

A P S D

A P S D

A P S D A P S D A

P

S D

A P S DIdentify opportunity for change

Plan

Test on very small scale

Test on larger scale/under different conditions

Sustain the change

Implement

Hold the gains

Spread

Our Approach to Improvement

Page 7: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Full steam ahead

• Safety Culture & Acceptance• Non technical skills training• Learning from error• Improvement Science & Process Design• Checklists & Briefings• Design & the physical environment• Human Factors Training

Page 9: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

A Human Factors Training Coursefor NHS Dumfries and Galloway.

Improving Reliability in Health Care

Jean RobsonDirector of Medical Education

and GP

Page 10: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Why?

• Foundation year doctors not reporting• Consultants not reporting• Nationally latent factors poorly identified

Page 11: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Conclusions from FY Questionnaire

• Knowledge is reasonable• Experience could be improved - not all

involved in discussion, and not all given feedback, not convinced that those reporting are treated fairly

• Majority of incidents are not reported.

Page 12: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Known factors in failure to report PSIs• Staff anxiety about impact • Fear of legal ramifications• Concern about upsetting others and exposing one’s own

vulnerability• Belief that professionalism = responsibility • Near misses• Inexperience• Lack of training• Early stage of training• Cumbersome reporting systems• Being temporary staff, including those in training

Page 13: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

What causes Junior Doctors Stress?• Stressors in residents include relationships

with seniors and making medical mistakes (Satterfied JM and Becerra C)

• The most frequently expressed emotions in residents are guilt, anxiety, and fear. Guilt usually triggered by not performing competently (Satterfied JM and Becerra C)

• Medical errors are a threat to professional identity as well as safety (Dixon-Woods M et al).

Page 14: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

• Unable to generate enthusiasm for sharing concerns, errors or near misses. •Some become enthusiastic about patient safety when they work with an enthusiastic team.•But that generating interest across an organization is difficult.

Page 15: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Social Identify Approach.

• Henri Tajfel – Social identity theory – to individuals belonging to a group is important in terms of self-esteem• John Turner – self-categorization theory

- belonging to a group means buying into the behaviours, and attitudes of the group

Page 16: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Self-categorization for FY1

“Attaining a medical qualification is not enough for individuals to regard themselves as doctors, they need to feel that they have the skills and attributes that they associate with that group”

Burford 2011

Page 17: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

What does this mean for Patient Safety?

• Does the fact that FY1s are developing a self-view which fits them into the category “Doctor” make it more difficult to say “this could have gone better”?

• Is it all trainees?• Does reporting their mistakes inhibit their

development of the new self-view?

Page 18: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

What we needed to do

• Convince people that reporting was worthwhile• Convince them that reporting is what “good” clinicians

do• Convince them that NHS D&G BELIEVES that our staff

come to work aiming to do a good job• And that when they make mistakes we really want to

understand latent factors and address themTHIS MEANS THAT NHS DUMFRIES AND GALLOWAY IS

COMMITTED TO MAKING CARE MORE RELIABLE NOT TO BLAME

Page 19: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Hopes

• Increase the understanding of human factors across the organisation

• Ensure a focus on developing reliability• Wanted a “credible” course to convince

people to take 2 days out• Wanted to take people out for 2 days and

immerse them in it

Page 20: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

What did we need?

• Money- for set up costs• Time - for those enthusiasts to develop and

deliver course and participants to attend• Knowledge – for a faculty• Materials – to deliver

Page 21: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

What did we do?

• Worked with DART training solutions initially• Adapted DART materials initially• Built a faculty• Wrote our own materials

Page 22: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Course Objectives

• Understand the value of recognising Human Factors in medical error causation.

• Consider the performance influencing factors in which precipitate error and limit reliability

• Develop strategies to reduce medical error and improve reliability

• Know how to use recognised tools to improve reliability

Page 23: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

The course

• Pre-course reading • 2 day course

FreeSafe environment – group rulesMixed groupsBan interruptionsFree lunchCover the factors which increase chances of humans making

errorsAND methods to mitigate against this.CME approval from Royal College of Anaethetists

Page 24: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Learning Methods

• Learning Environment - Start with an example of something that has gone wrong for me

• Small group • Stimulate dissonance – pre course reading and

homework• Lectures with lots of examples from faculty• Encouragement to share • Games – fun• Actions to take away

Page 25: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

TopicsTopics covered

Medical Error understandingReliabilityHuman perceptionStressFatigueConflictCommunicationTeam workingLeadershipSituational awarenessDecision making

Tools coveredBriefsDebriefsHandoverChecklistsInductionStructured communication toolsCross training / SimulationRotasProtocols

Page 26: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Who comes?

• Managers• Doctors• Nurses• Pharmacists• Secondary care• Primary care• Health Board non-executives

Page 27: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Feedback

• Very positive – like multidisciplinary approach, like some activities, thought provoking, think everyone should do it. But some comment that it is a lot in 2 days!

• Asked to help with sessions for departments or groups- GP trainers, X-ray team, risk managers, GPs, pharmacists

Page 28: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Things people intend to do when asked some time after the course

we are now more inclined to share and discuss with the rest of the team, errors

that we have made

We pilot our new audit of protocols in a small number of patients ahead of implementing them fully to find out what might go wrong and what unintended consequences might arise from our work

introduce a pharmacist handover in dispensary and dept brief and

debrief each day

Compilation of a ‘hand-over’ check list at the overlap of each shift.

Intend to bring in a checklist for reviews with day hospital patients

Page 29: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Challenges

• Time – for us and for participants• Value • Tensions between reliability and learning

Page 30: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Where next?

• More people doing it!• Full 2 days for people in leadership positions,

shorter course for others???• Add module on patient involvement?• Should it be part of mandatory training?????• Half day workshop for Health Board?• Mitigating against lost learning from error –

feedback / reliability / resilience

Page 31: Maureen Stevenson  Patient Safety & Improvement Manager Jean Robson  Director of Medical Education

Summary• Evidence of need for Board wide training• Needed to be credible• Needs to be safe• It needs to be enjoyable and seen as worthwhile• Important to be multidisciplinary• Important to cover tools to support change• Helps to identify some changes that participants

can go away and implement