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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
Property of Jernigan, Davis, Wise. Not to be copied without permission. 2
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
2/20/2016
Property of Jernigan, Davis, Wise. Not to be copied without permission. 3
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
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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
®
Step It Up! Integrating TeamSTEPPS® Into IPE Curricula
2/20/2016
Property of Jernigan, Davis, Wise. Not to be copied without permission. 4
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
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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
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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
®
Step It Up! Integrating TeamSTEPPS® Into IPE Curricula
2/20/2016
Property of Jernigan, Davis, Wise. Not to be copied without permission. 5
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
Introduction
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
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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!”
Step It Up! Integrating TeamSTEPPS® Into IPE Curricula
2/20/2016
Property of Jernigan, Davis, Wise. Not to be copied without permission. 6
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
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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
Step It Up! Integrating TeamSTEPPS® Into IPE Curricula
2/20/2016
Property of Jernigan, Davis, Wise. Not to be copied without permission. 7
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
2/20/2016
Property of Jernigan, Davis, Wise. Not to be copied without permission. 8
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
Step It Up! Integrating TeamSTEPPS® Into IPE Curricula
2/20/2016
Property of Jernigan, Davis, Wise. Not to be copied without permission. 9
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
Step It Up! Integrating TeamSTEPPS® Into IPE Curricula
2/20/2016
Property of Jernigan, Davis, Wise. Not to be copied without permission. 10
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
Step It Up! Integrating TeamSTEPPS® Into IPE Curricula
2/20/2016
Property of Jernigan, Davis, Wise. Not to be copied without permission. 11
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!
Step It Up! Integrating TeamSTEPPS® Into IPE Curricula
2/20/2016
Property of Jernigan, Davis, Wise. Not to be copied without permission. 12
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