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Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

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Page 1: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Systems Thinking and Medication SafetySteve Peterson, BSN, RN-BC

Pharmacy Clinical Nurse Liaison SpecialistJanuary 6, 2015

Page 2: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Objectives• Provide a working definition of “systems thinking”• Describe the influence connections and social networks

have in complex systems and systems thinking

• Describe fundamental concepts of complexity science and complex adaptive systems

• Facilitate understanding of systems thinking concepts related to medication administration through a comparative illustration example

• Describe the importance of systems thinking principles in safe medication practices

Page 3: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

The “Colorado Case”

(Smetzer, 1998)

Page 4: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Background• Male infant born October 1996 near Denver,

Colorado• penicillin G benzathine 50,000 units/Kg IM x 1• penicillin G 50,000 units/Kg

Page 5: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

The “Colorado Case”• Processing the order• Dispensing the medication

Page 6: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

The “Colorado Case”• Processing the order• Dispensing the medication• Preparation for administration• Medication administration

Page 7: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

The “Colorado Case”• Processing the order• Dispensing the medication• Preparation for administration• Medication administration

Page 8: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Processing the Order• No pediatric pharmacist• Pharmacist on duty unfamiliar with treatment of

CS; little knowledge of the medication (rarely used, non-formulary)

• Reviewed the HD recommendation and consulted Drug Facts and Comparisons

Page 9: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Processing the Order• Misread dose in both as 500,000 units/Kg• Misread physician's order as 1,500,000 units• No warning when the dose entered into the

computer system• Dose of 1.5 million units was prepared…

Page 10: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Dispensing the Medication• 2 syringes; each syringe: Pen G benzathine 1.2

million units/2 mL with sticker: “Note dose strength”. No other warning labels.

• To administer 2.5 mL IM (1,500,000 units)– Correct dose: 0.25 mL (150,000 units)

Page 11: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Max IM Volume for Infant?

= 0.5 mL x 5 = 2.5 mL

= 0.25 mL (correct dose)

Page 12: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Dispensing the Medication• The med in one of the syringes had expired,

so it was replaced• Another pharmacist dispensed the med

without checking the original order…

Page 13: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Preparation for Administration• After noting the order, the bedside nurse and NNP researched treatment for CS• 1994 Red Book: Report of the Committee on Infectious Disease

• Offered Pen G benzathine IM as option• Did not state “IM only”

• Neofax ’95• Did not specifically mention PCN G benzathine, so no warnings for “IM only”• Aqueous crystalline PCN G slow IVP

• NICU Medication Administration (no mention of PCN G benzathine)• Decided 5 IM injections was too many… decided to consider IV route

Page 14: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Preparation for Administration• Hospital policy did not clearly define

prescriptive authority for non-physicians…• NNP thought she was acting under a national

protocol that allowed her to plan, direct, implement, and change drug therapy

Page 15: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Medication Administration• Neither nurse noticed that the syringes were labeled

with a manufacturer’s warning: “IM use only”• Manufacturer warning was 180º away from drug

name– Orange plunger in PF syringe concealed part of the “M” in

“IM”

Page 16: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Medication Administration• Both manufacturer and pharmacy labels expressed dose as

“1,200,000” instead of “1.2 million”• PCN G benzathine is white, milky substance

• Same as lipids…• No additional concern

• Began to give med via IVP…• After 1.8 mL the infant became unresponsive• Resuscitation efforts were unsuccessful

Page 17: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Who is to Blame???• Nurse?• Nurse practitioner?• Pharmacist?• Physician who wrote the order?• Staff who did not transcribe information

correctly?• Physician who did not write ID physician

recommendations before event?

Page 18: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Who is to Blame???Three nurses were indicted on charges of negligent homicide

Over 50 systems errors attributable!

Page 19: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

“To do things differently, we must see things differently. When we see things we haven’t

noticed before, we can ask questions we didn’t know to ask before.”

- John Kelsch, XeroxWho???What!?!

Page 20: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

We Are Products of Our Environments

Page 21: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Medication SafetyFive Rights:

1. Right patient2. Right drug3. Right dose4. Right route5. Right time

Four More??6. Right

documentation7. Right action8. Right form9. Right response

(Elliott &Liu, 2010)

Page 22: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Importance of Systems Thinking in Safe Medication Administration Practices

Safe medication practice involves multiple “systems”, connecting numerous individuals with varied influences (positive or negative), throughout which potential threats to process integrity and patient safety must be considered at each phase, up to and including final administration.

Page 23: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Systems Thinking“… understanding a system by examining the

linkages and interactions between the components that comprise the entirety of the defined system.”

(Institute for Systemic Leadership, 2014)

Page 24: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Systems Thinking“… takes into account the structures, patterns of

interaction, events and organizational dynamics as components of larger structures, helping to anticipate rather than react to events, and to better prepare for

emerging challenges.”

(Atun, 2012, p iv5)

Page 25: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015
Page 26: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Connected• We don’t live in groups, we live in networks (p.214)

• “Bucket Brigade” (pp. 214-215)

• “Human Superorganism” (pp. 289-292)

• Colony of ants• Cells in a multicellular organism• Social networks

• Memory• Turnover• “Self-annealing”

(Christakis & Fowler, 2009)

Page 27: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Networks

HIGH Transitivity LOW Transitivity

Page 28: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Connected

(Christakis & Fowler, 2009, pp 303-304)

Page 29: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015
Page 30: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Complexity Science“… a collection of individual agents with freedom to act in ways that are not always totally predictable, and whose actions are interconnected so that one agent’s actions changes the context for other agents” (Plsek & Greenhalgh, 2001, p 625).

“… a way of thinking, behaving, and approaching care” (Bleich, 2011, p 254).

Page 31: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Complex Adaptive Systems in Healthcare

• “Fuzzy” boundaries• Actions based on internalized rules• Agents and the system are adaptive• Systems are embedded within other systems• Tension and paradox are natural phenomena• Continually emerging, novel behavior• Inherent non-linearity• Inherent unpredictability

(Plsek & Greenhalgh, 2001)

Page 32: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Wait… it gets even better!

I thought we were talking about Systems Thinking… and what does this have to do with medication administration???

Am I even in the right presentation?

Page 33: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Illustrating the Concepts of Systems Thinking and Medication Administration in Terms of Pathophysiological Aspects of

Cellular Responses to Injurious Agents

Page 34: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Oh, yes I did…Pathophysiology Systems Thinking

Environment

Tissue

Cell

Organelle

Materia

l

Environment

Department/Unit

Staff

Staff tasks

Data

Page 35: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Weakening of the SystemAtrophy (Cizaldo, 2010) Workarounds (Med Admin)

• Potential response to an “injurious agent”

• Shrinkage of cells

• Due to loss of “cell machinery”, not water

• Potential response to complex, time-consuming, or overwhelming situations

• Deviation from Standard of Care

• “Shrinkage” of tasks/duties

• Due to elimination of “steps”, not knowledge/responsibility

Page 36: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Potential CausesAtrophy (Cizaldo, 2010) Workarounds (Med Admin)

• Decreased blood supply

• Inadequate nutrition

• Change in hormonal stimulation

• Loss of innervation

• Reduction or inadequate “flow” of necessary components

• Decreased quality of essential components

• Change in process stimulation

• Impaired communication within network(s)

Page 37: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Results/ConsequencesAtrophy (Cizaldo, 2010) Workarounds (Med Admin)

• Production of autophagic vacuoles (lysosomes)

• Cell “machinery” reduced via auto-digestion, due to decreased demand

• Some particles are not digested; not removable (lipofuscin)

• Accumulation of lipofuscin can be life-long in some cells- esp. where cell division/replication does not occur

• Production of “pockets” of “enzymatic actions” within the process

• Steps eliminated (Value vs Non-value)

• “Remnants” or implications of the workaround (modified practice, reduced safety net, subtherapeutic vs toxic administration)

• Over time, bad habits and eliminated processes accumulate… e.g. “swiss cheese effect”

Page 38: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

“Injurious Agents”When exposed to an injurious agent, the cell/tissue will try to adapt to overcome the agent.However, if exposed long enough, then the effects of the agent become too great, and there will be permanent damage.

(Cizaldo, 2010)

Page 39: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Injurious AgentsCell Pathophysiology (Cizaldo, 2010) Medication Administration• Hypoxia

• Chemicals/Toxins/Poisons

• Infectious agents (direct destruction, toxin secretion, hypersensitivity reaction)

• Immune response (over- or under-response)

• Nutritional imbalances

• Physical agents (abnormal temps, chemicals, pressure, ionizing radiation, etc…)

• Lack of “rights of medication administration” (How many??)

• Barriers to critical thinking and/or “blocking” the proper pathway or process

• Task overload/underload, attitudes, behaviors, practices, experience, and/or personalities

• System’s ability to compensate for threats

• Lack of adequate resource materials; not utilizing proper resources/references

• Environment of care…

Page 40: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Barriers to Critical Thinking• Frequent task switching and unpredictable demands

• Heavy cognitive load with little uninterrupted time• Conditions necessary for critical thinking are rare

• Similar to physician workflow research

• Interventions:• Lean design

• Duty reallocation/delegation

• Technology deployment

• Continuous education and training

(Cornell et al, 2011)

Page 41: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Swiss Cheese Effect

(Reason, 2010)

Page 42: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Systems Thinking… In Practice“… careful consideration of potential consequences of

policies and actions, generating scenarios through working and joint thinking: taking into account the

interactions between health system elements and the context… (p. iv5).”

(Atun, 2012)

Page 43: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Summary• Systems Thinking “Think globally, act locally”

• Everything is connected… your influence transcends your immediate actions

• Complexity Science 1 + 2 ≠ 3 (Parts < Whole)… Expect the unexpected

• Complex Adaptive Systems (Healthcare Environments) are unpredictable, interconnected, adaptive, and always evolving…

• “Injurious Agents” are numerous and always present a threat

• A “reporting culture” helps to build system “immunity”

• Medication administration is a critical component in patient care whereby a patient can be healed or harmed. YOU are often the deciding factor...

Page 44: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Importance of Systems Thinking in Safe Medication Administration Practices

Safe medication practice involves multiple “systems”, connecting numerous individuals with varied influences (positive or negative), throughout which potential threats to process integrity and patient safety must be considered at each phase, up to and including final administration.

Page 45: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015
Page 46: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

ReferencesAtun, R. (2012). Health systems, systems thinking, and innovation. Health Policy and

Planning, 27, iv4-iv8. doi:10.1093/heapol/czs088

Bleich, M. (2011). Providing nursing care in a complex health care environment. In A. W. Davidson, M. Ray, & M. Turkel, Nursing, Caring, and Complexity Science: For Human-Environment Well-Being (pp. 253-262). New York, New York: Springer Publishing Company.

Christakis, N., & Fowler, J. (2009). Connected: The Surprising Power of Our Social Networks and How They Shape Our Lives. New York, Ney York: Back Bay Books.

Cizaldo, G. (Performer). (2010). Biology 3020- Pathophysiology with Doc C. Duluth, MN. Retrieved November 2014

Cornell, P., Riordan, M., Townsend-Gervis, M., & Mobley, R. (2011). Barriers to critical thinking. Journal of Nursing Administration, 41(10), 407-414. doi:10.1097/NNA.0b013e31822edd42

Elliott, M., & Liu, Y. (2010). The nine rights of medication administration: an overview. British Journal of Nursing, 19(5), 300-305.

Page 47: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

ReferencesInstitute for Systemic Leadership. (2014). Basic principles of systems thinking as applied

to management and leadership. Retrieved November 2014, from The Institute for Systemic Leadership: http://www.systemicleadershipinstitute.org/systemic-leadership/theories/basic-principles-of-systems-thinking-as-applied-to-management-and-leadership-2/

Johnson, J., Barach, P., Cravero, J., Blike, G., Godfrey, M., Batalden, P., & Nelson, E. (2007). Improving patient safety. In E. Nelson, P. Bataldan, & M. Godfrey, Quality By Design: A Clinical Microsystems Approach (pp. 165-177). San Francisco, CA: Josey-Bass.

Plsek, P., & Greenhalgh, T. (2001). The challenge of complexity in health care. British Medical Journal, 323, 625-628.

Reason, J. (2000). Human error: models and management. British Medical Journal, 320, 768-770.

Smetzer, J. (1998). Lesson from Colorado: beyond blaming individuals. Nursing98, 28(5), 48-51.

Page 48: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Questions?

Page 49: Systems Thinking and Medication Safety Steve Peterson, BSN, RN-BC Pharmacy Clinical Nurse Liaison Specialist January 6, 2015

Thank You

Steve Peterson, BSN, RN-BC

[email protected]

354-6558