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Step It Up! Integrating TeamSTEPPS® Into IPE Curricula 2/20/2016 Property of Jernigan, Davis, Wise. Not to be copied without permission. 1 Step It Up! Integrating TeamSTEPPS ® Into IPE Curricula Combined Sections Meeting 2016 Anaheim, CA February 20 th University of Kansas Medical Center Stephen Jernigan PT, PhD Emory University Beth Davis, DPT, MBA Medical University of South Carolina Holly Wise PT, PhD, FNAP WELCOME! Learning Objectives 1) Describe foundational content associated with TeamSTEPPS®. 2) Outline innovative approaches to integrating TeamSTEPPS® into the interprofessional education of diverse student populations in both the classroom and clinical settings. 3) Identify strategies and opportunities to integrate TeamSTEPPS® into physical therapist education curricula. Today’s Agenda 1) TeamSTEPPS® Foundational Content 2) The KUMC approach to TeamSTEPPS® 3) The Emory approach to TeamSTEPPS® 4) The MUSC approach to TeamSTEPPS® 5) Small Group Break Out Sessions Facilitated 6) Report Out from Small Group Sessions 7) Q & A, Summary and Closure Team Strategies and Tools to Enhance Performance and Patient Safety TEAMSTEPPS 05.2 Mod 1 2.0 Page 5 Introduction Developed to improve collaboration and communication Communication and teamwork skills essential for transforming patient safety and improving quality of care Designed to help healthcare teams to respond quickly and effectively to any situation that arises Based on 30 years of research and evidence related to team training Improves attitudes Increases knowledge Improves behavioral skills TEAMSTEPPS 05.2 Mod 1 2.0 Page 6 Introduction 6 High-Performing Teams Teams that perform well: Hold shared mental models Have clear roles and responsibilities Have clear, valued, and shared vision Optimize resources Have strong team leadership Engage in a regular discipline of feedback Develop a strong sense of collective trust and confidence Create mechanisms to cooperate and coordinate Manage and optimize performance outcomes (Salas, et al., 2004)

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Step It Up! Integrating TeamSTEPPS® Into IPE Curricula

2/20/2016

Property of Jernigan, Davis, Wise. Not to be copied without permission. 1

StepItUp!IntegratingTeamSTEPPS®IntoIPE

Curricula

Combined Sections Meeting 2016

Anaheim, CA

February 20th

University of Kansas Medical Center Stephen Jernigan PT, PhD

Emory UniversityBeth Davis, DPT, MBA

Medical University of South CarolinaHolly Wise PT, PhD, FNAP

WELCOME!Learning Objectives

1) Describe foundational content associated with TeamSTEPPS®.

2) Outline innovative  approaches to integrating TeamSTEPPS® into the interprofessional education of diverse student populations in both the classroom and clinical settings.

3) Identify strategies and opportunities to integrate TeamSTEPPS® into physical therapist education curricula.

Today’sAgenda

1) TeamSTEPPS® Foundational Content 

2) The KUMC approach to TeamSTEPPS®

3) The Emory approach to TeamSTEPPS® 

4) The MUSC approach to TeamSTEPPS® 

5) Small Group Break Out Sessions ‐ Facilitated

6) Report Out from Small Group Sessions

7) Q & A, Summary and Closure

TeamStrategiesandToolstoEnhancePerformanceandPatientSafety

TEAMSTEPPS 05.2Mod 1 2.0 Page 5

Introduction

Developed to improve collaboration and communication

Communication and teamwork skills essential for transforming patient safety and improving quality of care

Designed to help healthcare teams to respond quickly and effectively to any situation that arises

Based on 30 years of research and evidence related to team training Improves attitudes Increases knowledge Improves behavioral skills

TEAMSTEPPS 05.2Mod 1 2.0 Page 6

Introduction

6

High-Performing TeamsTeams that perform well:

Hold shared mental models

Have clear roles and responsibilities

Have clear, valued, and shared vision

Optimize resources

Have strong team leadership

Engage in a regular discipline of feedback

Develop a strong sense of collective trust and confidence 

Create mechanisms to cooperate and coordinate

Manage and optimize performance outcomes

(Salas, et al., 2004)

Step It Up! Integrating TeamSTEPPS® Into IPE Curricula

2/20/2016

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TEAMSTEPPS 05.2Mod 1 2.0 Page 7

Introduction

Outcomes of Team Competencies Knowledge Shared Mental Model

Attitudes Mutual Trust Team Orientation

Performance Adaptability Accuracy Productivity Efficiency Safety

Team Structure

The ratio of We’s to I’s is the best indicator of the development of a team.

–Lewis B. Ergen

NEXT:

®

TEAMSTEPPS 05.2Mod 1 2.0 Page 9

Introduction

9

Paradigm Shift to Team System Approach

Dual focus (clinical and team skills)

Team performance

Informed decision-making

Clear understanding of teamwork

Managed workload

Sharing information

Mutual support

Team improvement

Team efficiency

Single focus (clinical skills)

Individual performance

Underinformed decision-making

Loose concept of teamwork

Unbalanced workload

Having information

Self-advocacy

Self-improvement

Individual efficiency

TEAMSTEPPS 05.2Mod 1 2.0 Page 10

Introduction

10

Better able to predict the needs of team members

Provide quality information and feedback

Engage in higher level decision‐making

Manage conflict skillfully

Understand their roles and responsibilities 

Reduce stress on the team as a whole through better performance

“Achieve a mutual goal through interdependent & adaptive actions”

Effective Team Members

TEAMSTEPPS 05.2Mod 1 2.0 Page 11

Introduction

11

Teamwork Actions Assemble a team

Establish a leader

Identify the team’s goals and vision

Assign roles and responsibilities

Hold team members accountable

Actively share information among team members

Provide feedback

“Individual commitment to a group effort—that is what makes a team work, a company work, a society work, a civilization work.”

–Vince Lombardi

Communication

Assumptions Fatigue Distractions HIPAA

Step It Up! Integrating TeamSTEPPS® Into IPE Curricula

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TEAMSTEPPS 05.2Mod 1 2.0 Page 13

Introduction

13

The process by which information is exchanged between individuals, departments, or organizations

The lifeline of the Core Team

Effective when itpermeates every aspect of an organization

Communication is…

Assumptions Fatigue Distractions HIPAA

TEAMSTEPPS 05.2Mod 1 2.0 Page 14

Introduction

14

Brief Clear

Timely

TEAMSTEPPS 05.2Mod 1 2.0 Page 15

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15

SBAR Provides…

A framework for team members to effectively communicate information to one another 

Communicate the following information:

Situa on―What is going on with the pa ent?

Background―What is the clinical background or context?

Assessment―What do I think the problem is?

Recommenda on―What would I recommend?

TEAMSTEPPS 05.2Mod 1 2.0 Page 16

Introduction

16

Check-Back is…

TEAMSTEPPS 05.2Mod 1 2.0 Page 17

Introduction

Handoff Consists of…

Transfer of responsibility and accountability

Clarity of information

Verbal communication of information

Acknowledgment by receiver

Opportunity to review

17

Leadership

®

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2/20/2016

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TEAMSTEPPS 05.2Mod 1 2.0 Page 19

Introduction

19

Define, assign, share, monitor and modify a plan

Review the team’s performance

Establish “rules of engagement”

Manage and allocate resources effectively

Provide feedback regarding assigned responsibilities and progress toward the goal

Facilitate information sharing

Encourage team members to assist one another

Facilitate conflict resolution

Model effective teamwork

Effective Team Leaders

TEAMSTEPPS 05.2Mod 1 2.0 Page 20

Introduction

20

Team Events

Briefs – planning

Huddles – problem solving

Debriefs – process improvement

Leaders are responsible to assemble the team and facilitate team events.

But remember…

Anyone can request a brief, huddle, or debrief.

TEAMSTEPPS 05.2Mod 1 2.0 Page 21

Introduction

21

Sharing the Plan: Briefs

A team briefing is an effective way to share a plan.

Form the team

Designate team roles and responsibilities

Establish climate and goals

Engage team in short‐ and long‐term planning

TEAMSTEPPS 05.2Mod 1 2.0 Page 22

Introduction

22

Problem Solving: Huddle

Hold ad hoc, “touch‐base” meetings to regain situation awareness

Discuss critical issues and emerging events

Anticipate outcomes and likely contingencies

Assign resources

Express concerns 

TEAMSTEPPS 05.2Mod 1 2.0 Page 23

Introduction

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Reviewing the Team’s Performance: Debrief

Process Improvement

Brief, informal information exchange and feedback sessions

Occur after an event or shift

Designed to improve teamwork skills

Designed to improve outcomes

An accurate reconstruction of key events

Analysis of why the event occurred

Discussion of lessons learned and reinforcement of successes

Revised plan to incorporate lessons learned

Situation Monitoring

“Attention to detail is one of the most important details ...”

–Author Unknown

®

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2/20/2016

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TEAMSTEPPS 05.2Mod 1 2.0 Page 25

Introduction

25

A Continuous Process

SituationMonitoring

(Individual Skill)Situation

Awareness(Individual Outcome)

Shared Mental Model

(Team Outcome)

TEAMSTEPPS 05.2Mod 1 2.0 Page 26

Introduction

26

Process of actively scanning behaviors and actions to assess elements of the situation or environment

Fosters mutual respect and team accountability

Provides safety net for team and patient/client

Includes cross‐monitoring

Situation Monitoring(Individual Skill)

… Remember, engage the patient/client whenever possible.

TEAMSTEPPS 05.2Mod 1 2.0 Page 27

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27

A Shared Mental Model is…

The perception of, understanding of, or knowledge about a situation or process that is shared among team members through communication.

“Teams that perform well hold shared mental models.”

(Rouse, Cannon‐Bowers, and Salas, 1992)

TEAMSTEPPS 05.2Mod 1 2.0 Page 28

Introduction

28

What Do You See?

Mutual Support

“A chain is only as strong as its weakest link.”

–Author Unknown

®

TEAMSTEPPS 05.2Mod 1 2.0 Page 30

Introduction

Task Assistance

Team members foster a climate in which it is expected that assistance will be actively sought and offered as a method for reducing the occurrence of error.

30

“In support of patient safety, it’s expected!”

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2/20/2016

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TEAMSTEPPS 05.2Mod 1 2.0 Page 31

Introduction

31

Characteristics of Effective Feedback

Good Feedback is—

TIMELY

RESPECTFUL

SPECIFIC

DIRECTED toward improvement

Helps prevent the same problem from occurring in the future

CONSIDERATE

“Feedback is where the learning occurs.”

TEAMSTEPPS 05.2Mod 1 2.0 Page 32

Introduction

32

Advocate for patient/client

Invoked when team members’ viewpoints don’t coincide with that of a decisionmaker

Assert a corrective action in a firm and respectful manner

Advocacy and Assertion

TEAMSTEPPS 05.2Mod 1 2.0 Page 33

Introduction

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Two-Challenge Rule Invoked when an initial assertion is ignored…

It is your responsibility to assertively voice your concern at least two times to ensure that it has been heard

The member being challenged must acknowledge

If the outcome is still not acceptable

Take a stronger course of action

Use supervisor or chain of command

TEAMSTEPPS 05.2Mod 1 2.0 Page 34

Introduction

34

Please Use CUS Wordsbut only when appropriate!

TEAMSTEPPS 05.2Mod 1 2.0 Page 35

Introduction

Barriers?

Tools & Strategies Summary

BARRIERS Inconsistency in Team

Membership Lack of Time Lack of Information Sharing Hierarchy Defensiveness Conventional Thinking Complacency Varying Communication Styles Conflict Lack of Coordination and

Follow-up With Coworkers Distractions Fatigue Workload Misinterpretation of Cues Lack of Role Clarity

TOOLS and STRATEGIES

Communication• SBAR• Call-Out• Check-Back• Handoff

Leading Teams• Brief• Huddle • Debrief

Situation Monitoring• STEP• I’M SAFE

Mutual Support• Task Assistance• Feedback• Assertive Statement• Two-Challenge Rule• CUS• DESC Script

OUTCOMES

Shared Mental Model

Adaptability

Team Orientation

Mutual Trust

Team Performance

Patient Safety!!

World Health Organization (WHO). Framework for action on interprofessional education & collaborative practice. Geneva: World Health Organization. 2010.

BridgingtheEducationandPracticeGap

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KUMCKansasCity,Kansas

4 Schools

• Medicine

• Nursing

• Health Professions

• 8 academic units

• 25 programs

• Pharmacy 

(KU – Lawrence)

Incubator Site

KUMC:CenterforInterprofessionalEducationandSimulation

1) Classroom Curriculum

2) Clinical Curriculum

3) Faculty Development

4) Research

5) Student Extracurriculum

Curriculum Committee Team Members:  Delois Laverentz (SON), Jana Zaudke (SOM), Jennifer Jones (SHP), Michael Waxman (SOM), Renee Hodgkins (SHP), Ryan Gove (Student Life), Serra Goodman (Asst.), Dory Sabata (SHP), Wendy Hildenbrand (SHP), Kristy Johnston (Director CIPES), Steve Jernigan (SHP), and Sarah Shrader (Pharm).  

InterprofessionalPracticeandEducationatKUMC• Foundational Interprofessional Collaboration Program

• Salina and Wichita campuses

• Interprofessional Teaching Clinics (Family Medicine and Geriatrics)

• Faculty Development Initiatives 

• Geriatrics Champions Program (Team‐based Learning)

• Simulations with Standardized Patients (Discharge planning)

• Interprofessional Ethics Seminars

• Interprofessional Collaboration around EHR

• Program‐initiated IPE Endeavors

• Training Clinical Teams in KU Hospital

FoundationsofInterprofessionalCollaboration(FIPC):IntroductiontoTeamSTEPPS®

Values and EthicsRoles and 

Responsibilities

Interprofessional Communication

Teams and Teamwork

Interprofessional Education Collaborative Expert Panel. (2011). Core competencies for interprofessional collaborative practice: Report of an expert panel. Washington, D.C.: Interprofessional Education Collaborative.Image from http://teamstepps.ahrq.gov/teamsteppslogo.htm. Accessed 9/2/15.

FIPC:IntroductiontoTeamSTEPPS®• Required for all students early in their education at KUMC (first year students targeted)

• Students from 13 professions involved currently:• Clinical Lab Science

• Health Information Management

• Health Policy and Management

• Speech Language Pathology

• Audiology

• Pharmacy

• Physical Therapy 

• Occupational Therapy

• Respiratory Therapy

• Dietetics and Nutrition

• Medicine

• Nursing

• Nurse Anesthesia

Campus‐wideIPEFoundations of Interprofessional Collaboration: Introduction to TeamSTEPPS®

Level 1     Acquire

Level 2     Apply

Values and EthicsRoles and 

Responsibilities

Interprofessional Communication

Teams and Teamwork

Values and EthicsRoles and 

Responsibilities

Interprofessional Communication

Teams and Teamwork

Step It Up! Integrating TeamSTEPPS® Into IPE Curricula

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KUMC:FIPC– Level1Acquire Activities1) Online Module (pre‐work)

2) IP Pictionary• + Debriefing

3) TeamSTEPPS® Paper Chain Activity• + Debriefing

4) TeamSTEPPS® IP Video Triggers• + Debriefing

KUMC:FIPC– Level2

Application Activities

1) Case‐based IP Plan of Care 

• Profession‐specific information

• + Debriefing 

2) SBAR and CUS

• Profession‐specific information

• +Debriefing

FIPCAssessment

• Pre‐Event Teamwork Attitudes Questionnaire

• Post‐Event Teamwork Attitudes Questionnaire

• Post‐Event Evaluation

• Three Weeks Post‐Event Evaluation

ProgressionofFIPCActivities

Spring 2014 (Jan)

Level 1 Pilot

163 Students

25 Faculty Facilitators

Fall 2014 (Oct)

Level 2 Pilot

78 Students

25 Faculty Facilitators

Fall 2013 (Oct)

Level 1 Pilot

101 Students

28 Faculty Facilitators

Spring 2014 (Feb)

Level 2 Pilot

71 Students

15 Faculty Facilitators

Spring 2015 (Jan)

Level 1

~ 800 Students

~ 13 programs

~ 80 Faculty Facilitators

Fall 2015 (Oct)

Level 2

~ 800 Students

~13 programs

~65 Faculty Facilitators 

Required for All

2nd Cohort1st Cohort

Piloting Level 3 Clinical Activities

This project is/was supported by the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services (HHS) under grant number UD7HP25056 and Nurse Education, Practice, Quality, And Retention ‐ Interprofessional Collaborative Practice project: Interprofessional collaborative acute care practice: Pediatrics (ICAP‐Peds) for grant amount $997,000.. This information or content and conclusions are those of the author and should not be construed as the official position or policy of, nor should any endorsements be inferred by HRSA, HHS or the U.S. Government. . "Manos, E. L. (2012 ‐ 2015). Interprofessional collaborative acute care practice: Pediatrics (ICAP‐Peds). Collaborative Partnership/Grant funded by Health Resources & Services Administration (HRSA) Grant Number UD7HP25056. University of Kansas School of Nursing. Kansas City, KS."

Demonstrate

NovelApproach@KUMC• Combination of IPEC competency domains and TeamSTEPPS®

• Longitudinal approach – building with each FIPC level

• Practice with specific TeamSTEPPS® tools – ones that are likely to be used in any setting (Brief, Huddle, SBAR, CUS, etc.)

• Very interactive + debriefing after every activity

• Assessing beyond just attitudes, also knowledge, skills and behaviors

• Include professions that provide non‐direct patient care

• Dovetails with IPE and IPCP faculty development efforts

• Hospital efforts coincide with academic efforts – will reinforce each other

LessonsLearned• Logistics are a barrier but can be overcome

• Start small (pilot), do it well and then grow

• Involve students in the planning process

• Plan assessment from the very beginning

• Start early in the students’ education and thread it through

• Faculty development is important for the student experience

• Tap into the clinical environment, to help bridge the gap

• Break down the “we have been working in interprofessional teams for years” mentality

• Persistence is important for changing culture to a team‐based model

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49

TeamSTEPPS® Training in Health Professions Education

Emory UniversityAtlanta, GA

Emory UniversityInterprofessional Team Training Program

• Includes 500+ students from health professions programs in the SON and SOM– Anesthesia Assistant– Medical Genetics– Medical Imaging– Medicine– Nursing– Physical Therapy– Physician Assistant

• Students attend two half-day sessions• Fall session during the students’ first semester• Spring session during the students’ final semester

Emory UniversityInterprofessional Team Training Program

• Curriculum based on the Core Competency Domains for Interprofessional Collaborative Practice

• Utilize TeamSTEPPS® system to address competencies in each domain

Competency Domain 1: 

Competency Domain 2: 

Competency Domain 3: 

Competency Domain 4: 

Values/Ethics for Interprofessional Practice 

Roles/Responsibilities 

Interprofessional Communication

Teams and Teamwork 

First Session:• Medical Error in Healthcare – Impact and

Causes• Professional Roles and Responsibilities• Communication

Second Session:• Multi-System Teamwork• Team Leadership• Conflict Management

Emory Interprofessional Team Trainingand TeamSTEPPS®

Emory Interprofessional Team Trainingand TeamSTEPPS®

First Session Objectives:First Year Health Science Students will:• Explain how breakdowns in interprofessional

communication can contribute to patient injury

• Describe the complementary roles played by diverse healthcare professionals

• Demonstrate effective interprofessionalcommunication skills in clinical situations– e.g., SBAR, Call Out, Handoff, Check‐Back

Emory Interprofessional Team Trainingand TeamSTEPPS®

Second Session Objectives:Final Year Health Science Students will:

• Identify multi-system teams

• Discuss the role of team leader

• Demonstrate how to managing conflict in the clinical environment

– e.g., Two-Challenge Rule, CUS, DESC

• Develop patient-centered care in an interprofessional team

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Emory Interprofessional Team Trainingand TeamSTEPPS®

Session Format:• Large group lecture

• Small group discussion/role play – Facilitated by interprofessional faculty

Emory Interprofessional Team Trainingand TeamSTEPPS®

Session Format:Student Group 1

8:15 Register

8:30 – 9:25 Lecture and Panel Discussion

9:25 – 9:40 Transfer to small groups

9:40 – 10:40 Small Groups

Student Group 2

9:30 Register

9:45 – 10:40 Lecture and Panel Discussion

10:40 – 10:55 Transfer to small groups

10:55 – 11:55 Small Groups

Lessons Learned

Build your own TEAM!• Faculty core planning team

• Administration

• Faculty/Clinician facilitators

• Support services

• Students

Coordination of IPE activities in University/Healthcare Education

• Identify intersections and opportunities to share resources and to foster interprofessional learning

Develop plans for IPE sustainability and growth

Medical University of South Carolina Academic Health Center: 6 Colleges

TeamSTEPPS® Training in Health Professions Education

Office of Interprofessional Initiatives

Training embedded within:

• Required IP course

Transforming Health Care for the Future

• Simulation labs

• Hospital QIP

• Elective courses

Students include:• Cardiovascular perfusion• Dental medicine• Health administration• Medicine• Nursing• Occupational therapy• Pharmacy• Physical therapy• Physician assistant

Currently: Target audience is 1st year (pre-clinical) student

Required IP Course: Transforming Health Care for the Future

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Transforming Health Care for the Future

• 700+ total students/year (IP sections of ~ 14 students) 18 sections (Fall) & 30 sections (Spring)

• 30+ trained facilitators

• Hybrid course: 4 online modules & 6 face-to-face meetings

Simulation Labs

Innovation: Teaching TeamSTEPPS® CurriculumIP Faculty Facilitators

Peer-to-peer Teaching• Students placed into 5 IP groups

• Given 1-2 weeks (depending on semester) and information on accessing TeamSTEPPS® training materials and curriculum

• Creative, multi-media module instruction in 90 minutes!!!

Utilization of Team Performance Observation Tool (TPOT)

Experiential Learning: Students participate in QIP as reliable observers in clinical setting

Lessons Learned: It takes a village!

Cultivate Champions • Patient • Administrative • Support Services• Faculty/Clinician • Student

Next Steps: • Continued process Improvement• Ex:  Longitudinal IP group learning Preceptor development

• Ongoing faculty development

FacilitatedSmallGroupBreakouts ThankYou!

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Resources• TeamSTEPPS® Home: http://teamstepps.ahrq.gov/

• TeamSTEPPS® Tools and Materials: http://www.ahrq.gov/professionals/education/curriculum‐tools/teamstepps/instructor/index.html

• TeamSTEPPS® Training: http://teamstepps.ahrq.gov/trainingEligibility.htm

• National Center for Interprofessional Practice and Education: https://nexusipe.org/

• NCIPE Resource Exchange: https://nexusipe.org/informing/resource‐center

• NCIPE Preceptors in the Nexus: https://nexusipe.org/engaging/learning‐system/preceptors‐nexus‐toolkit