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Course Co-Directors Anthony M. DiGioia III, MD Tami Minnier RN, MSN, FACHE Jointly Sponsored by: The AMD3 Foundation The PFCC Partners @ the Innovation Center of UPMC The University of Pittsburgh School of Medicine Center for Continuing Education in the Health Sciences Friday, November 4, 2011 8:00am-2:30pm Herberman Conference Center UPMC Shadyside, Pittsburgh, PA PFCC VisionQuest: How-To Guide for Providing Exceptional Care Experiences while Creating a Culture to Support Quality and Safety Syllabus PARTNERS

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Course Co-DirectorsAnthony M. DiGioia III, MD

Tami Minnier RN, MSN, FACHE

Jointly Sponsored by:The AMD3 FoundationThe PFCC Partners @ the Innovation Center of UPMCThe University of Pittsburgh School of Medicine Center for Continuing Education in the Health Sciences

Friday, November 4, 20118:00am-2:30pm

Herberman Conference CenterUPMC Shadyside, Pittsburgh, PA

PFCC VisionQuest:How-To Guide for Providing Exceptional Care Experiences while Creating a Culture to Support Quality and Safety

Syllabus

PARTNERS

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87 Overview and Objectives………………………………………………………….….….…..3 Who Should Attend.........................................................................................................4 Accreditation...................................................................................................................4 Disclaimer Statement......................................................................................................5 Program Agenda.............................................................................................................6 Faculty Listing……..........................................................................................................7 Faculty Disclosure ……………………………………………………………………………9 Parking Accommodations……………………………………………………………………10 Poster Presentations …………………………………………………………………………11

Program

Welcome and Introduction............................................................................................ Act I: PFCC Sneak Peak….......................................................................................... Act II: Setting the Stage............................................................................................... Act III: The Premier…………………………………………………….............................. The PFCC Challenge ……………………………………………………………………… Acknowledgement of Commercial Support …………………………………………….. For more information visit: pfccvisionquest.org

Table of Contents

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A VisionQuest is a rite of passage that allows the individual to discover their purpose, seek guidance and renewal and begin a new direction. This PFCC VisionQuest supports these concepts, as it calls upon Care Givers to re-discover their mission and move beyond outmoded paradigms to find truth and balance in their journey as Care Givers by viewing all care through the eyes of Patients and Families. The PFCC Methodology and Practice (PFCC M/P) is a six-step process by which Care Givers break down the traditional “silos” of care and begin co-designing are experiences with patient and family perspectives at the core. An essential aspect of the PFCC M/P is the re-conceptualization of what it means to be a Care Giver, as Care Giver is defined as any person within the health care setting whose work touches the patient or family experience. Doctors, nurses, aides, diagnostic technicians, dieticians, secretaries and appointment schedulers are Care Givers, as are housekeepers, human resource professionals, finance and billing personnel, administrators and hospital leadership. In this workshop you will be immersed in “PFCC Live” – a live production that personifies PFCC M/P. Our PFCC Live cast will spotlight how the co-design of care experiences with Patients and Families will bring about the transformation of care using the Six Steps. Our “casting call” will bring you into the PFCC Live production through “Shadowing” – the premier technique for viewing all care through the eyes of Patients and Families. You will be called upon to make observations and use those observations as the basis for improving the Care Experience as well as to create the sense of urgency needed to drive and sustain transformational change. PFCC Live will teach you how the adoption of the PFCC Methodology and Practice will directly improve the care that you can deliver as well as transform the patient and family experience. You will challenge current methods, learn how the PFCC M/P supports the efforts of quality and safety while reducing waste, and begin the transformation that comes with co-designing care and viewing all care through the eyes of Patients and Families. We invite you to begin your PFCC VisionQuest and partner with Patients and Families in the co-design of care. It’s Live…and it begins with Six Steps! Program Objectives: Upon completion of this conference, participants will be able to:

• Identify ways to improve care from the perspective of Patients and Families and how that also improves patient safety, quality, efficiencies, waste reduction, staff turnover and market share.

• Use the PFCC Methodology and Practice to deliver exceptional care experiences for Patients and Families

• Develop a care experience Working Group using the Patient and Family Centered Care (PFCC)

Methodology and Practice.

• Demonstrate how to co-design care experiences with Patient and Family perspectives at the core

• Identify ways to overcome barriers using the PFCC Methodology via firsthand accounts

• Demonstrate proficiency in the key principles of the PFCC M/P

Overview and Objectives

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• Physicians • Chief Medical Officers • Chairs and Chiefs of Service • Department Quality Leaders • Health Care Administrators

and Leadership • Health Care Related

Businesses

• Nurses and Managers • Department Quality Leaders • Allied Health Professionals • Chief Quality Officers • Executives • Students • Patients and Families

* In PFCC terms, a Care Giver is defined as anyone who comes into contact or "touches" a patient's and family member's care experiences, from a parking attendant to a physician to a nurse to the C-Suite of a hospital - and everyone in-between. The PFCC VisionQuest Series encourages participation across all health care constituencies.

Accreditation Continuing Education Credits: This activity has been planned and implemented in accordance with the Essential Areas and Policies of the Accreditation Council for Continuing Medical Education (ACCME) through the joint sponsorship of the University of Pittsburgh School of Medicine and the AMD3 Foundation. The University of Pittsburgh School of Medicine is accredited by the ACCME to provide continuing medical education for physicians. The University of Pittsburgh designates this live activity for a maximum of 6.0 AMA PRA Category 1 Credit(s)™. Physicians should claim only the credit commensurate with the extent of their participation in the activity. Other health care professionals are awarded 0.6 continuing education units (CEU's) which are equal to 6.0 contact hours.

Continuing Pharmacy Education Credits: This program is sponsored by the UPMC Center for Continuing Education in the Health Sciences. The UPMC Center for Continuing Education in the Health Sciences is accredited by the Accreditation Council for Pharmacy Education (ACPE) as a Provider of continuing

pharmacy education. The assigned universal program number(s) are 0481-0000-11-051-L04-P. This program provides 6.0 contact hours (0.6 CEU) of continuing education credit. Upon successful completion of this program (attending the full session and completing and submitting a program evaluation and a CE verification form), participants will receive their statement of continuing education by UPMC Center for Continuing Education in the Health Sciences within two weeks by U.S. mail. A learning self-assessment tool is provided to enable participants to evaluate their successful achievement of the program objectives.

Nursing Contact Hours: This continuing nursing education activity has been approved for 6.0 contact hours by the University of Pittsburgh Medical Center (UPMC) an approved provider of continuing nursing education by PA State Nurses Association, an accredited approver by the American Nurses Credentialing Center’s commission on Accreditation. To receive contact hours, the participant must attend the entire session, complete the evaluation form and turn it in at the completion of the conference.  

Who Should Attend – All Care Givers*

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Should Attend The information presented at this CME program represents the views and opinions of the individual presenters and does not constitute the opinion or endorsement of, or promotion by, the UPMC Center for Continuing Education in the Health Sciences, UPMC/University of Pittsburgh Medical Center or Affiliates or the University of Pittsburgh School of Medicine. Reasonable efforts have been taken, intending for educational subject matter to be presented in a balanced, unbiased fashion and in compliance with regulatory requirements. However, each program attendee must always use his/her own personal and professional judgment when considering further application of this information, particularly as it may relate to patient diagnostic or treatment decisions including, without limitation, FDA-approved uses and any off-label uses. The University of Pittsburgh, as an educational institution and as an employer, values equality of opportunity, human dignity, and racial/ethnic and cultural diversity. Accordingly, the University prohibits and will not engage in discrimination or harassment on the basis of race, color, religion, national origin, ancestry, sex, age, marital status, familial status, sexual orientation, disability or status as a disabled veteran or a veteran of the Vietnam era. Further, the University will continue to take affirmative steps to support and advance these values consistent with the University’s mission. This policy applies to admissions, employment, and access to and treatment in University programs and activities. This is a commitment made by the University and is in accordance with federal, state, and/or local laws and regulations. For information on University equal opportunity and affirmative action programs and complaint/grievance procedures, please contact William A. Savage, Assistant to the Chancellor and Director of Affirmative Action (and Title IX and 504 Coordinator), Office of Affirmative Action, 901 William Pitt Union, University of Pittsburgh, Pittsburgh, PA 15260, (412) 648-7860. POSTER  PAVILION  

Disclaimer Statement

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Agenda 7:15 AM – 8:00 AM Registration 8:00 AM – 9:15 AM Introduction Act I: The PFCC Sneak Peek Anthony M. DiGioia III, MD

9:15 AM – 10:30 AM Act II: Setting the Stage Mike Celender and PFCC Partners Team

10:30 AM – 10:45 AM Break

10:45 AM – 12:15 PM Act III: The Premier Mike Celender and PFCC Partners Team

12:15 PM – 12:30 PM Break and Set-Up for Lunch Session

12:30 PM– 1:45 PM Act IV: Lunch Session

PFCC Expert Panel Discussion Q&A

1:45 PM – 2:30 PM Act V: The PFCC Challenge “Patient and Family Feud”

2:30 PM Conference Adjournment

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Anthony M. DiGioia III, MD Medical Director PFCC Partners @ The Innovation Center of UPMC Pittsburgh, PA Louis Alarcon, MD Medical Director, Trauma Surgery UPMC Presbyterian Pittsburgh, PA Sarah Ball Director of Ambulatory Services Childrens Hospital of Pittsburgh of UPMC Pittsburgh, PA David Bertoty Clinical Director, Emergency and Trauma Services UPMC Presbyterian Pittsburgh, PA Michelle Bulger Training Coordinator PFCC Partners @ The Innovation Center of UPMC Pittsburgh, PA Michael Celender Organizational Development Consultant PFCC Partners @ The Innovation Center of UPMC Pittsburgh, PA Lindsey DelBene Project Coordinator Assistant PFCC Partners@ The Innovation Center of UPMC Pittsburgh, PA Joseph Dominick Unit Director, Neurological Continuous Care UPMC Presbyterian Pittsburgh, PA

Faculty Listing

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Patricia Embree Senior Director, PFCC Project Management PFCC Partners @ The Innovation Center of UPMC Pittsburgh, PA Michelle Giarrusso Senior Project Manager PFCC Partners @ The Innovation Center of UPMC Pittsburgh, PA Anne Hast Vice President, Patient Care Services The Washington Hospital Washington, PA Meghan Kelley Senior Project Coordinator PFCC Partners @ The Innovation Center of UPMC Pittsburgh, PA Holly Lorenz Chief Nursing Executive UPMC CNO/ Vice President Patient Care Experiences, UPMC Presbyterian Pittsburgh, PA Tami Minnier Chief Quality Officer UPMC Pittsburgh, PA Dederia Nicholas Trauma Nurse Coordinator UPMC Presbyterian Pittsburgh, PA Stephen Pedaline Project Coordinator Assistant PFCC Partners @ The Innovation Center of UPMC Pittsburgh PA

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Lisa Schraeder Organization Development Consultant The Innovation Center of UPMC Pittsburgh, PA Alisa Vickrey Project Coordinator Assistant PFCC Partners@ The Innovation Center of UPMC Pittsburgh, PA Michelle Yakelis Project Coordinator PFCC Partners @ The Innovation Center of UPMC Pittsburgh, PA Faculty for this activity have been required to disclose all relationships with any proprietary entity producing health care goods or services, with the exemption of non-profit or government organizations and non-health care related companies. No significant financial relationships with commercial entities were disclosed by: Louis Alarcon, MD Sarah Ball David Bertoty Michelle Bulger Mike Celender Lindsey DelBene Stephen DiGioia

Joseph Dominick Patty Embree Michelle Giarrusso Anne Hast Meghan Kelley Holly Lorenz Tami Minnier

Dederia Nicholas Steve Pedaline Lisa Schraeder Alisa Vickrey Michelle Yakelis

The following faculty made these disclosures: Anthony DiGioia, MD - Stockholder, Blue Belt Technologies

Faculty Disclosure

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Parking will be provided at a reduced rate. Please be sure to park in the Centre Avenue Parking Garage, near the Shadyside Medical Building. You will receive your validated parking ticket upon arrival to the registration table on the day of the conference.

Parking Accommodations

UPMC Shadyside Campus Map

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Poster Presentations

PFCC: You Can Do it! A Four Poster Series Presented By: Dr. Cartland Burns, Richard Cunningham, Patricia

Fustich, JoAnn Stiles, and James Majsak Children’s Hospital of Pittsburgh of UPMC

Pediatric Surgery Care Experience Working Group

1) Our first PFCC Year in Review 2) Portal Experience Project Team: Completed Projects—It’s

Easier than you Think! 3) Portal Experience Project Team: Active Projects—We’re

Cookin’ Now 4) Portal Experience Project Team: Future Projects—Our

Patients and Families will Love This!

Bedside Nursing Shift Report: A Patient and Family Centered Care Experience and Safety

Initiative Topic

Presented By: Janet Frontera - Quality Process Improvement Specialist

Children's Hospital of Pittsburgh of UPMC Department of Nursing Quality

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Today’s Logistics •  Registration and CME (please sign up) •  Accreditation for CME/CEU/CPE •  Cell-phones (on vibrate please) •  Restrooms (hallway on right) •  Parking (discount voucher for today) •  Name badges (place in basket upon exit) •  Note cards (questions for the expert

panel) •  Evaluations (your feedback is valuable)

Session Objectives •  Learn how the Patient and Family Centered Care

Methodology and Practice is an experience based design approach that enables the “co- designing” of experiences with patients, families and care givers.

•  Learn how PFCC is the performance improvement tool that creates the culture to also improve the quality of care, patient safety, efficiencies and waste reduction.

•  Discover Care Givers are also Patients and Family members, having a unique dual view.

•  Learn how Shadowing creates real-time Patient and Family Advisory Councils.

8:00 – 9:00 AM Welcome and Intro Act I: The PFCC Sneak Peek

9:00 – 10:30 AM Act II: Setting the Stage

10:45 – 12:15 PM Act III: The Premier

12:30 – 1:45 PM Act IV: Lunch Session PFCC Expert Panel Discussion Q&A

1:45 – 2:30 PM Act V: The PFCC Challenge “Patient and Family Feud”

2:30 PM Conference Adjournment

Program Agenda

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Special Thanks to our Expert Panel

•  Louis Alarcon, MD

•  Sarah Ball

•  David Bertoty

•  Richard Cunningham

•  Joseph Dominick

•  Anne Hast

•  Holly Lorenz

•  Dederia Nicholas

•  Carol Scholle

UPMC Center for Quality Improvement and Innovation

The University of Pittsburgh

School of Medicine, Center

for Continuing Education in

the Health Sciences

SPONSORS

A Special Thanks! SUPPORTERS

Scholarships The AMD3 Foundation is pleased to provide over 20

attendees with complimentary registration for today’s VisionQuest event to further the adoption of Patient & Family Centered Care Methodology

and Practice (PFCC M/P).

Scholarships provided by the AMD3 Foundation include funding from the PNC Charitable Trust

J. Samuel and Rose Y. Cox Foundation

GRANTING  THE  WISH  TO  WALK  

2009  Guatemala  50  Pa/ents  

63  Total  Joints    

2010  Guatemala  47  Pa/ents  

57  Total  Joints    

2011    Panama  45  Pa/ents  

55  Total  Joints    

2010  Pi:sburgh  3  Pa/ents  

3  Total  Joints    

Providing  free  hip  and  knee  replacement  surgery  to  people  in  need…  

in  Pi:sburgh  and  around  the  world.  

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www.OperationWalkPgh.org

Upcoming Efforts Pittsburgh, Pennsylvania November 2011

Central America, Summer 2012 Donations are 100% tax deductible.

For more information visit:

Ready…Set…Go Live!

• We are not delivering the basics in a very complex system

• We must focus on providing a full cycle of care

• Real Value? Transitions of Care and Communications

Why Change? Just Ask Our Patients And Families

•  No industry has survived without focusing on the needs, wants and desires of their end users...in health care? Lost along the way…

•  We must begin to listen to our patients and families (and Care Givers) as

our end users…and actually engage all in the design of new approaches

Word of Warning on the Current State…

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Where would you start and what would you do?

DocuDrama A Patient and Family Story

Michele Can’t Be Here Today

Emillie – Before it all began!

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A Smile No Matter What

So Many Appointments, So Little Time! 2/12/2010   UNIVERSITY OF PITTSBUR 2/11/2010   CHILDRENS HOSPITAL OF 2/11/2010   UNIVERSITY OF PITTSBUR 2/11/2010   UPP PEDIATRICS 2/11/2010   UPMC ST MARGARET 2/10/2010   UPMC COMMUNITY MEDICINE 2/9/2010   VIRGINIA KOENIG 2/5/2010   CHILDRENS HOSPITAL OF 2/5/2010   UPP PEDIATRICS 2/5/2010   UNIVERSITY OF PITTSBUR 2/5/2010   UPP ANESTHESIA 2/5/2010   UPP PEDIATRICS 2/5/2010   UPP PEDIATRICS 2/4/2010   UNIVERSITY OF PITTSBUR 2/3/2010   UPP PEDIATRICS 2/3/2010   UNIVERSITY OF PITTSBUR 2/3/2010   UNIVERSITY OF PITTSBUR 2/3/2010   UNIVERSITY OF PITTSBUR 2/3/2010   UPP PEDIATRICS 2/3/2010   CHILDRENS HOSPITAL OF 1/28/2010   UPMC COMMUNITY MEDICINE 1/22/2010   UNIVERSITY OF PITTSBUR 1/21/2010   UPMC ST MARGARET 1/21/2010   UNIVERSITY OF PITTSBUR 1/21/2010   UPMCS EMERGENCY MEDICI 1/19/2010   SAILAJA ALLANKI, MD 1/12/2010   VIRGINIA KOENIG 1/6/2010   NEUROLOGICAL NEURODIAG 12/28/2009   NEUROLOGICAL NEURODIAG

12/17/2009   UPMC COMMUNITY MEDICINE 12/16/2009   UNIVERSITY OF PITTSBUR 12/16/2009   UNIVERSITY OF PITTSBUR 12/16/2009   UPMC ST MARGARET 12/16/2009   UNIVERSITY OF PITTSBUR 12/10/2009   SAILAJA ALLANKI, MD 11/13/2009   SAILAJA ALLANKI, MD 11/10/2009   VIRGINIA KOENIG 11/5/2009   UPMC COMMUNITY MEDICINE 10/6/2009   UPMC COMMUNITY MEDICINE 10/1/2009   UPMC ST MARGARET 10/1/2009   UNIVERSITY OF PITTSBUR 9/16/2009   UPMC COMMUNITY MEDICINE 9/16/2009   QUEST DIAGNOSTICS VENT 9/16/2009   QUEST DIAGNOSTICS VENT 9/16/2009   QUEST DIAGNOSTICS VENT 9/2/2009   VIRGINIA KOENIG 9/1/2009   MEDEXPRESS URGENT CARE 8/19/2009   UPMC COMMUNITY MEDICINE 7/9/2009   VIRGINIA KOENIG 6/11/2009   VIRGINIA KOENIG 6/5/2009   UPMC COMMUNITY MEDICINE 3/17/2009   UPMC COMMUNITY MEDICINE 2/5/2009   UPMC COMMUNITY MEDICINE 12/24/2008   UPMC COMMUNITY MEDICINE 12/24/2008   QUEST DIAGNOSTICS VENT 12/12/2008   UPMC COMMUNITY MEDICINE 11/26/2008   UPP PEDIATRICS 11/26/2008   CHILDRENS HOSPITAL OF 11/25/2008   UPMC COMMUNITY MEDICINE 11/21/2008   UPMC COMMUNITY MEDICINE 11/21/2008   UNIVERSITY OF PITTSBUR 11/21/2008   UPMC PRESBYTERIAN SHAD 11/18/2008   UNIVERSITY OF PITTSBUR 11/17/2008   UPMC ST MARGARET 11/17/2008   UPMCS EMERGENCY MEDICI 9/29/2008   DEBORAH L WITCHEL 9/23/2008   UPMC COMMUNITY MEDICINE 9/18/2008   UPMC COMMUNITY MEDICINE 9/18/2008   QUEST DIAGNOSTICS VENT

Even MORE Appointments!

3/18/2010   UNIVERSITY OF PITTSBUR

3/18/2010   UNIVERSITY OF PITTSBUR

3/18/2010   UPP ANESTHESIA

3/18/2010   CHILDRENS HOSPITAL OF

3/18/2010   UPP ANESTHESIA

3/15/2010   UPP PEDIATRICS

3/10/2010   UPP ANESTHESIA

3/9/2010   UNIVERSITY OF PITTSBUR

3/9/2010   UNIVERSITY OF PITTSBUR

3/9/2010   UPP ANESTHESIA

3/9/2010   UPP ANESTHESIA

3/8/2010   UPP PEDIATRICS

3/8/2010   UPP PEDIATRICS

3/8/2010   UPP PEDIATRICS

3/5/2010   UNIVERSITY OF PITTSBUR 3/5/2010   CHILDRENS HOSPITAL OF 3/3/2010   CHILDRENS HOSPITAL OF 3/3/2010   CHILDRENS HOSPITAL OF 3/3/2010   UNIVERSITY OF PITTSBUR 2/24/2010   UPP ANESTHESIA 2/24/2010   UNIVERSITY OF PITTSBUR 2/24/2010   CHILDRENS HOSPITAL OF 2/24/2010   UNIVERSITY OF PITTSBUR 2/24/2010   UNIVERSITY OF PITTSBUR 2/21/2010   MEDEXPRESS URGENT CARE 2/19/2010   UNIVERSITY OF PITTSBUR 2/18/2010   CHILDRENS HOSPITAL OF 2/16/2010   UPMC COMMUNITY MEDICINE 2/15/2010   UPP PEDIATRICS 2/12/2010   CHILDRENS HOSPITAL OF

Testing and More Testing DATE PROCEDURE

11/18/2008 Ct Scan Of The Pelvis 11/18/2008 Ct Scan Of The Abdomen 1/22/2010 Ct Scan Of The Pelvis 1/22/2010 Ct Scan Of The Abdomen 2/3/2010 Ct Scan Of The Pelvis 2/3/2010 Ct Scan Of The Abdomen 3/3/2010 MRI Of The Pelvis 3/3/2010 MRI Of The Abdomen

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Another Scan Dr. Rodebear – Ready for Surgery

Inpatient Hospitalizations and Surgeries

DATE PROCEDURE

2/3/2010 Esophagogastroduodenoscopy(EGD) With Closed Biopsy

2/24/2010 Rectal Biopsy 3/5/2010 Laparoscopy

3/18/2010 Repair Of Hernia

A Smile No Matter What

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Mom Rests Before Another Test Post Accident - Always Think Positively

Sleep Study Prom – May 2011

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Homecoming – October 2011

Where would you start and what would you do?

ACT I

The PFCC Preview

Would You Be Interested If…

You could develop the system to deliver better outcomes, safety, quality, reduce waste and develop high performance teams while delivering great care experiences for patients and their families…

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Exceptional Care Experiences from the Patient’s and Family’s Perspective Includes Much More*

*PFCC v2.0: The New Operating System for Health Care

Design Science

Clinical Process

The New Third Pillar For Health Care

The First Two Sciences Clinical and Process

•  Evidence Based Medicine •  Clinical Pathways •  Re-Engineering, Process Improvement, Lean, TPS, CMI

•  Quality and Safety Efforts

What Is This New “Design” Science? It’s the Basis for OS v2.0

•  Designing services, interactions, processes and environments for the complete experience

•  Making it better for the end user •  Expanding on but not replacing the

concept of clinical sciences and process

•  Provides tools for first understanding and then acting

•  Strength: Implementation

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Sciences of the Artificial By Dr. Herb Simon

Natural Science

Study of a Forest Study of the

Human Body

Design Science Farming

Health Care Delivery

We should never just try to be a “service line” because the value is that we stage experiences and we guide transformations for our patients and their families

What does Experience Based Design Teach Us in Health Care?

When the Patient is at the Center in the PFCC OS v2.0

•  With transformations patients are engaged and changed

•  Forces us to look at the whole experience i.e. full cycle of care

•  Nothing is more important than the knowledge required to transform and this comes from “co-design”

The Push: HCAHPS* and CMS

*Hospital Consumer Assessments of Healthcare Providers and Systems (HCAHPS)

Care Experiences = HCAHPS

(Think ± 2% of Medicare $’s)

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The Three Keys to Success for PFCC OS v2.0 Key #1

View All Care as an Experience and Through the Eyes of Patients and

Their Families

Key #2: Co-Design with Patients and Families (and Care Givers) Engagement to Partnerships

Giving Information

Listening and

Responding

Consulting and Advising

. . . .

Complaining Experience Based

Co-Design

(Adapted from Bate and Robert Quality Safety Health Care 2006;15:307-310)

•  Most efforts were successful because they focused on the patient and family care experience…but can’t explicitly explain how they got there…“no methodology”

•  Will solutions from one region work somewhere else and everyone is starting at a different current state

•  The difficulty is to teach others how to get there and to have widespread and rapid adoption…

Key #3: There Are Individual Success Stories But How Can We All Get There?

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Need a Methodology

Current State

Methodology (PFCC M/P)

Ideal State

Organizational Transformation Current State

Ideal Experience

Simple Solutions in a Complex System

Key #3: Implementation

- Methodology - Co-Design - Overcome Hurdles

The Way to Get Started

PFCC…amazingly simple. Simply

amazing.

An Experienced Based Design for Health Care: Patient and Family Centered Care

Methodology and Practice (PFCC M/P)

The PFCC Methodology and Practice is Our New OS for Health Care

• Singular goal to provide exceptional care experiences for patients and their families

• Which also delivers better outcomes and quality, safety and reduces waste

• Re-focus existing resources…not new ones

• You will identify, solve and implement the solutions with the help of patients and families

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• Process Improvement = Manage Objects or Things • Performance Improvement

= People AND Processes • Performance is the Engine

to Change the Culture

PFCC M/P is all about Performance

Care Giver PFCC Methodology and Practice

Any person within a care setting whose work touches a patient’s or family’s experience.

As examples, Care Givers include not only

the traditional care providers, (i.e., doctors), but also parking attendants and those the patients and families may never see such as hospital leaders.

Touchpoints PFCC Methodology and Practice

Key moments and places in any care setting where patient and family care experiences are directly or indirectly affected by any Care Giver.

As some examples, getting directions from the parking attendant in the parking garage or going to the radiology department for tests.

Current State

PFCC Methodology and Practice

Ideal Experience

1. Define Care Experience

2. Guiding Council

3. Current State, View Care, Urgency

4. Working Group thru Touchpoints

5. Shared Vision for the Ideal

6. PFCC Projects and …Improvement Teams Six Steps

To Transform Care

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Use the Same Six Steps to Form PFCC Project Improvement Teams

1. Select Care Experience 2. Co-leaders 3. Evaluate the Current

State 4. Project Team based on

Touchpoints 5. Shared Vision of the Ideal 6. PFCC Improvement Projects

Function Drives Structure

Care Experience

Guiding Council and Working Group

Project Team 1

Project Team #

Project Team 2

Project Team 3

Cycle Within a Cycle and Never Ending Continuous Performance Improvement

PFCC Project Teams

PFCC Working Group

PFCC Project Teams

PFCC Project Teams

PFCC Project Teams

PFCC Project Teams

Entire Care Experience

Project Teams Focus on Segments of the Defined Care Experience “Genome”

Project Team

Project Team

Project Team

Project Team

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Go Viral: Working Groups, Project Teams and Transformational

Projects Projects

Project Teams

Working Groups

Wayfinding

Signage Wayfinding Kiosks

Pay station signage

Portal Aroma Therapy for Lobby and Tunnel

Surgical Care Family Experience

Family Lounge Patient Tracking

OR Scheduling

Case Length Reporting

IT/Discharge Experience

Customized Post-op Order Sets

Portal Experience Dedicated Patient Parking

•  Delivering exceptional care experiences is simple…the complexity is largely a reflection of the environment in which we find ourselves

•  Focusing on the patient and family is a transformational approach for your

organization…which means there are “special” challenges

There Will be Hurdles and a BIG One: Our Organizations and…Artificial Silos

PFCC Cuts Across Your Organization and Breaks Down Silos and Changes the Culture…

Hospital Care Delivery Care Experience WG #2

Experience WG #3

Care Experience WG #1

Care

PFCC Cuts Across Silos and Creates Care Experience Based Teams*

Home

Silos and PFCC M/P

Health

Insurance Pharmacy Home

Health Outpt

Therapy

Rehab or Skilled Nursing Facility

Physician

Office

Acute

Hospital

*Follow the Patient and their Family

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PFCC M/P Improves Care Givers’ Experiences too.... The Untapped Co-Design Resource

…is us! We are Care Givers and we are:

• Patients • Family Members of Patients

Sit Back….And Think About A Recent Care Experience…

As a Patient or Family Member? As a Care Giver?

This Can be Your Story Too…

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•  Customized for health care and focuses on why we are in health care, i.e. taking care of patients

•  Simple to learn and builds great care teams

•  Generates a sense of urgency •  Drives transformational change •  Breaks down silos

PFCC M/P on the Practical Side: Doing More with Less

The PFCC Methodology and Practice as a Design Science

You, along with patients and families will determine the opportunities for improvement, propose and test solutions, implement changes that will change the culture and transform care

PFCC  Working  Group  Membership

05101520253035

2006 2007 2008 2009 20100100200300400500600700800

#  Total  Working  Groups #  of  Total  Working  Group  Members

PFCC M/P is Making a Difference PFCC is a grassroots effort to change the culture...

Over 35 Working Groups Over 156 Project Teams

Over 403 Completed Projects in 5 years

“If I Ran This Hospital…”

Where would you start and what would you do?

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Patients and Families Working Together with Care Givers can Co-Design the Care

Delivery Systems That We All Need

PFCC M/P is the Upgraded Operating System v2.0 for

Health Care You!

The PFCC M/P and You Ideal

You can do this too….

Ready,

Set…

Go Live

ACT II

Setting the Stage

PFCC Partners @ The Innovation Center of UPMC

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Meet your PFCC Partners Workshop Format

• Ready Learning

• Set Real World Example

• Go Your Turn (WorKit)

In Your Folder… Pre-Work

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Let’s Get Started

Welcome to Black and Gold Hospital

Your Role for Today?

Step 1

•  The first step is to decide which care experience you are ready

to transform for patients and families

Select a Care Experience

Patient and Family Centered Care Methodology and Practice (PFCC M/P)

Step 1: Select a Care Experience

• How do we define “Care Experience?”

• How do you choose one? – Patient and Family Feedback

• Consider Scope – Broad/Narrow

Inpatient Example of Step 1

Transplant Inpatient Care Experience

Begins: When the patient receives a call that they may have a donor Ends: When the patient is transferred to Critical Care

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Outpatient Example of Step 1 Child and Family Services -

Behavioral Health

Begins: Upon 1st phone call for intake appointment

Ends: Once patient leaves facility after meeting with therapist

Care Giver Example of Step 1

Begins: When employee leaves home for work

Employee Inclusion

Ends: When employee arrives home after workday

Your examples from the pre-work?

Your Turn

Step 2 Establish a PFCC Care Experience Guiding Council

Patient and Family Centered Care Methodology and Practice (PFCC M/P)

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•  A PFCC Administrative Champion(s), such as a VP, COO or CEO since this can be a “disruptive” process

•  A PFCC Clinical Champion(s), who will

inspire colleagues to make and sustain needed changes

•  A PFCC Coordinator(s), who will help track

your journey and manage PFCC Working Group communications

Step 2: Select the Guiding Council Guiding Council Responsibilities

•  “Refine” the Care Experience

•  Shadowing

•  Map the Care Experience Flow

•  Establish the “PFCC Fund”

Step 2 Real World Example: Transplant PFCC Guiding Council

Administrative Champion = Program Administrator, Transplant Services

Clinical Champion = Clinical Director, Transplant and Dialysis Services

PFCC Coordinator = Data Quality Reviewer, United Network for Organ Sharing

Your examples from the pre-work?

Your Turn

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Step 1: Care Experience and Step 2: Guiding Council

PFCC LIVE

Evaluate the Current PFCC Live Scene

•  How did they define the Care Experience?

•  Who is our Guiding Council?

PFCC LIVE

Go to page 3 & 4

The Heart Center PFCC Care Experience Working Group

Questions? Evaluate the Current State by Step 3

using the PFCC Tool Box that looks at everything through the eyes of the patient and family and develop a sense of urgency to drive change… current state requires evaluation over and over and over again…

Patient and Family Centered Care Methodology and Practice (PFCC M/P)

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•  Shadowing and Care Experience Mapping •  Patient and Family Advisory Councils •  Patients and Families on Working Groups

and Project Teams •  Patient, Family and Care Giver Stories •  Informal Surveys •  HCAHPS and “Satisfaction” Surveys •  Voice of Experience and Adopt a Patient

Programs

Co-Design: Patient and Family Partnerships (…and there is no one right answer for everywhere)

Shadowing is always the best way to assess your current state…and partner with patients, families, Care Givers

The place to start….

A PFCC Must: Shadowing and Care Experience Flow Mapping

•  Walk the walk of patients and families…

•  Shadow patients and families throughout the selected care experience, as well as for recording observations and insights

•  High impact for the $’s and effort

“We watch what people do (and do not do) and listen to what they say (and do not say). The easiest thing about the search for insight – in contrast to the search for hard data – is that it’s everywhere and it’s free.”

- Tim Brown Change by Design

Viewing Care Experiences and Flow

Shadowing

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Shadowing and PFCC M/P

Observations

Empathy

Insights

PFCC Actions and Implementation Thru

Working Groups

Who Can Shadow?… Anyone!

• Shadowing resources: health profession students, volunteers, summer interns, patient advocates

• Shadowing for new hires and light duty staff

• The more “uninformed” the better

•  Shadowing Continuously Engages Patients, Families and Care Givers

•  Creates “Real-Time” Patient and Family Advisory Councils

The First Steps Toward Co-Design…

Touchpoints •  Counter 1 •  Counter 2 •  Main Waiting Area •  Patient Room •  Small Waiting Area

Care Givers •  Registrar •  Receptionist •  Medical Assistant •  Physician Assistant •  Doctor •  Nurse •  Check- Out Receptionist •  Lab Technician

Example of a Care Experience Flow Map Patient Flow in Outpatient Clinic

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Patient and Family Shadowing Sets the Stage for Urgent Change

•  Care Experience Flow Mapping •  Comparison of True vs. Assumed •  Follow the Patient and Family to

look behind the curtain…

Assumed Touchpoints

•  Counter 1 •  Counter 2 •  Main Waiting Area •  Patient Room •  Small Waiting Area

True Touchpoints

•  Parking Garage •  Counter 1 •  Counter 2 •  Main Waiting Area •  Vitals Room •  Patient Room •  Small Waiting Area •  Discharge Desk •  Pay Station

Assumed vs. True

- Suzanne Rocks, RN - Clinical Champion Surgical Care Experience Working Group

“Being a nurse for 25 years I thought I had a good understanding of what our patients and families wanted because I live it and work it every day. But I found out that there are some things that are more important to the patients than I thought they were. For example, I didn’t realize how many people were having a hard time just finding my unit. Or that parking was such a big issue.”

Step 3: Evaluate the Current State

PFCC LIVE

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Your Journal for Patient and

Family Shadowing Go to page 5 & 6

PFCC Theatre

Mom’s Heartfelt Melodrama

PFCC Theatre

“Black and Gold Hospital” Heart Center

PFCC Theatre

Doctor’s Office

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PFCC Theatre

Exam Room

PFCC Theatre

Ultrasound Hallway

PFCC Theatre

Exam Room

PFCC Theatre

Inpatient Cardiac Unit Hallway

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PFCC Theatre

Patient Room

Photo of Michelle B at home for phone call.

PFCC Theatre

The End

What did you notice?

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Touchpoints: • Call Center • Parking Garage • Doctor’s Office • Transport • Ultrasound • Cardiac Unit • Information Desk • Housekeeping • Lab • Dietary • Pharmacy

Care Experience Flow Map

Care Givers: • Scheduler • Parking Attendant • Receptionist, CRNP, Physician • Transporter • Technician • Unit Clerk, Nurse • Greeter • Housekeeper • Phlebotomist • Dietary Aid • Pharmacist

Care Experience Flow Map

Doctor’s Office

Transport

Cardiac Unit

Dietary

Call Center Reaches scheduler to make an appointment

Front desk receptionist checks patient in

CRNP assess patient and orders tests per Physician

Escorted to Ultrasound by Transporter

Escorted to Cardiac Unit by Transporter

Nurse informs patient of care plan

Escorted to Exam Room by Transporter

Moved to Room by Nurse

Greeted by Unit Clerk; waits for room

Touchpoints and Care Givers

Ultrasound Patient waits in hallway; Technician performs test

Phlebotomist ordered to draw blood

Parking

Information Desk

Parked car in parking garage

Family member went to cafeteria

Lab

Family member rcvd. directions from greeter

Meal order received for patient

Pharmacy

House-keeping

Room cleaned by Housekeeper

Patient medication changed

Questions? 1) Define the Care Experience 2) Establish Guiding Council 3) Evaluate the Current State

Re-cap Steps

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•  Use the Care Experience Flow Map and Shadowing to determine your Touchpoints. •  Identify your WG Members from these Touchpoints. •  Identify opportunities for improvement all from the patient and family perspective. •  Plan and Schedule the PFCC kick-off meeting followed by weekly meetings.

Expand the Guiding Council into your PFCC Working Group

Step 4

Patient and Family Centered Care Methodology and Practice (PFCC M/P)

Step 4: Expand into PFCC Working Group

PFCC LIVE

Touchpoints: •  Call Center •  Parking •  Doctor’s Office •  Transport •  Ultrasound •  Cardiac Unit •  Information Desk •  Housekeeping •  Lab •  Dietary •  Pharmacy

Care Givers: •  Scheduler •  Attendant •  Physician •  Transporter •  Technician •  Unit Clerk •  Greeter •  Housekeeper •  Phlebotomist •  Dietary Aide •  Pharmacist

Care Experience Flow Map and Crosswalk to Member List

Care Giver “Guest List”

•  Chris •  Jess •  Kelly •  Alex •  Taylor •  Cam •  Terry •  Jordan •  Casey •  Sam •  Jamie

Step 4: Exercise

• Invitation Letter

• Form Your Group!

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BREAK

See you back soon!

Working Group

Members

Go to page 7

Patient and Family Engagement

"One of the attractions and advantages to participating with a Working Group, for me as a physician, is that Administration is at the table and on board to help tackle problems that we bring—before I became involved, I never knew who to take these problems or ideas to for assistance.”

--R. Cartland Burns, MD Associate Professor of Surgery

Benefit to Physicians and Other Care Givers

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Working Group Formation

• Start with Kick Off

• Meet Weekly

Working Group Kick Off Meeting Sample Agenda

•  Introduction and Welcome from Champions •  PFCC Premier Presentation

–  Background and concept of the Methodology –  Overview of 6 steps –  Success Stories

•  Shadowing Report •  Homework (5 min.)

–  Read the Go Guide –  Project Suggestions (Active & Future) –  Attend an existing Care Experience Working Group

Meeting •  Confirm Next Weeks Meeting

Step 4: Kick Off

PFCC LIVE

Step 5 Create a Shared Vision by writing the Story of the Ideal Patient and Family Experience as if you were the patient.

•  Imagine what ideal care would look like in the perfect care experience (hospital, clinic, office…) in a perfect world. •  As a Working Group, write the story as if you were the patient and their family. •  Don’t be constrained by costs or by other considerations.

Patient and Family Centered Care Methodology and Practice (PFCC M/P)

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“Stories are the creative conversion of life itself into a more powerful, clearer, more meaningful experience. They are the currency of human contact.”

— Robert McKee Award-winning film and television writer

No One Way to Craft the Ideal Story

•  Can do collectively in a couple of meetings •  Break it into project teams to segment the care

experience •  With entire Working Group, brainstorm ideas that

can be later turned into a more comprehensive story

•  Utilize a specific technique (i.e. compression planning, nominal group technique, etc.)

•  Begin narrative then have each member contribute one sentence until you have the entire story

•  Have a small team of members begin the story then email it to the next small team to continue it and so on

•  Magee-Womens Hospital of UPMC ER Care Experience

•  UPMC Presbyterian Imaging Procedure Care Experience

Ideal Story Examples Step 5: Ideal Story

PFCC LIVE

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Ideal Story

Go to page 8-10

Questions?

Step 6 Identify your PFCC Projects and Form Project Improvement Teams

•  Potential Projects are identified by comparing the Current State to the

Ideal

•  Patient and Family Experience and prioritized by patients and families

as well.

Patient and Family Centered Care Methodology and Practice (PFCC M/P) Working Group Project Lists

• Future

• Active

• Completed

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Use the Same Six Steps to Form PFCC Project Improvement Teams

1. Select Care Experience 2. Co-leaders 3. Evaluate the Current

State 4. Project Team based on

Touchpoints 5. Shared Vision of the Ideal 6. PFCC Improvement Projects

Function Drives Structure

Care Experience

Guiding Council and Working Group

Project Team 1

Project Team #

Project Team 2

Project Team 3

Cycle within a Cycle and never ending Continuous Performance Improvement

PFCC Project Teams

PFCC Working Group

PFCC Project Teams

PFCC Project Teams

PFCC Project Teams

PFCC Project Teams

Guardian Angel Project • Gap – Tremendous room for improvement in communication and transitions of care for Transplant Patients • Patient comment to shadower – “You were like my guardian angel!”

PFCC Project Example

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This Can be Your Story Too… This Can be Your Story Too…

Step 6: Project Teams

PFCC LIVE

Project Lists

Go to page 11

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The Heart Center Experience Working

Group

Patient and Family

Amenities

Wayfinding

(Maps and Directions)

First Contact

(Phone tree and Call Center)

PFCC Methodology and Practice Function Drives Structure

The Portal Experience

( Entrance into facility)

Rule #1:

Project Teams meet each week (outside of the PFCC Working

Group) and report to the Working Group.

Project Team rules to play by…

ER Experience Working Group meets Fridays at 10:00 AM

• “Meet Your Care Givers” project team meets each week on Tuesdays at 1:00 PM

Rule #1: Example

Project Team rules to play by…

Rule #2:

Focus on the easy to do, low tech solutions to start.

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Pediatric ENT Experience Working Group (other WGs too)

• Uses “distraction” items to help keep children occupied like coloring book pages that were downloaded and printed from the internet.

Rule #2: Example Project Team rules to play by…

Rule #3:

Propose pilot projects and creative solutions.

Orthopaedic Experience Working Group

• Ortho unit piloted whiteboards with Care Giver and other care specific information relative to patient then concept was expanded to entire hospital.

Rule #3: Example Project Team rules to play by…

Rule #4:

Send weekly updates to the PFCC Coordinator who

maintains the project lists.

Maintain future, active, and completed project lists.

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Rule #4: Example

Rule #5:

If needed, present proposals for purchases to the

Working Group for review and approval and use the

PFCC Fund.

Project Team rules to play by…

Rule #5: Example

Rule #6:

Metrics – Measure and evaluate and re-evaluate

your changes.

Project Team rules to play by…

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Rule #6: Example

0%5%

10%15%20%25%30%35%

%

of

Total

Discharges

Time of Discharge

Trauma Discharge Comparison Aug/Sep 2009

August % of total D/C

September MTD % of total D/C

Rule #7:

Remember, Project Improvement Teams can disband if their work

has been completed or reform to address new projects.

Care Experience Working Groups are forever.

Project Team rules to play by…

Transplant Experience Working Group

• The Pre-Transplant Packet project team formed to improve the information provided to the patient prior to their surgery. After creating the most informative yet not overwhelming packet of materials the group disbanded and members joined a new team.

Rule #7: Example ACT III

The Premier

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PFCC LIVE

Step 6: Project Teams (continued)

Breaking Down Barriers

•  Executive Support •  Time Commitment •  Financial Empowerment •  Knowledge Sharing

Working Group

PFCC LIVE

You

The PFCC M/P and you! Ideal

You can do this too

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Patient and Family

Amenities Project Team

Exercise Go to page 12 -13

Questions?

Testimonials from PFCC Champions

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THANK YOU! Family House Donation Raffle

Grab your ticket……

LUNCH SESSION

See you back soon:

•  Pick up Boxed lunches •  See you back here for the Expert Panel

PFCC Expert Panel Louis Alarcon, MD

Medical Director, Trauma Surgery

Sarah Ball Director of Ambulatory Services

David Bertoty Clinical Director, Emergency and

Trauma Services

Richard Cunningham Parking Attendant and Family

Member

Anne Hast Chief Nursing Officer

Holly Lorenz Chief Nursing Executive

Dederia Nicholas Trauma Nurse Coordinator

Carol Scholle Clinical Director, Transplant

Services

Joseph Dominick Unit Director

The Patient and Family Feud

The Game that tests your knowledge of

The PFCC Methodology and Practice

Ready, Set…Play!

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Test Your Knowledge On The PFCC M/P

Let’s Play!

The Patient and

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The Patient and You Will Have Questions!

Your Answers Will Be Found Here!

Join the PFCC Ready, Set… Go Live! Webinars:

January 12, 2012 – Steps 1-3 January 26, 2012 – Steps 4-6

Stay tuned for details!

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Thank you from your PFCC Partners We Are Here For You!

•  We are ready and available to support the start up of your new PFCC Working Group!

•  We have the tools and you have the talent!

•  We are just a click away at…

•  Email: [email protected]

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VisionQuest Workshop NOTES

__________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________ __________________________________________________________________________________________

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Course Co-DirectorsAnthony M. DiGioia III, MD

Tami Minnier RN, MSN, FACHE

Jointly Sponsored by:

The AMD3 FoundationThe Innovation Center and PFCC Partners at UPMCThe University of Pittsburgh School of Medicine Center

for Continuing Education in the Health Sciences

Friday, June 1, 20128:00am-2:30pm

Herberman Conference CenterUPMC Shadyside, Pittsburgh, PA

The Journey Continues...

PFCC VisionQuest:How-To Guide for Providing Exceptional Care Experienceswhile Creating a Culture to Support Quality and Safety

To register please visit:VisionQuest.amd3.orgor call 412-641-1924

Save the Date!Friday, June 1

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CINCINNNATI · LOUISVILLE · LEXINGTON · PITTSBURGH · BEIJING

WWW.GBBN.COM

architects Join Our Team!www.OperationWalkPgh.org

For More Information

Granting the Wish to Walk...In Pittsburgh and Around the World

To learn more about Patientand Family Centered Care

(PFCC) please visit:www.visionquest.amd3.org

www.innovationctr.orgwww.amd3.org