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Using Run Charts to Evaluate Quality Improvement
Lisa Barnett
Quality Improvement Decision Support Specialist
AFHTO 2014 Conference
Presenter Disclosure
Presenter: Lisa Barnett
Quality Improvement Decision Support Specialist
- Elliot Lake Family Health Team – Host FHT
- Algonquin Family Health Team (Huntsville)
- Blue Sky Family Health Team (North Bay)
- Burk’s Falls Family Health Team
- Iroquois Falls Family Health Team
• Relationships with commercial interests:
– Not applicable
AFHTO 2014 Conference
Disclosure of Commercial Support
• No commercial support
AFHTO 2014 Conference
Mitigating Potential Bias
• Not applicable
AFHTO 2014 Conference
Agenda
• Introduction
• Resources
• Objectives
• Model for Improvement & Tips for Effective Measures
• Scorecard Transformation
• 4 Rules to Help Interpret Run Charts
• Building a Run Chart: Overview & Step by Step
• Handling Updates
AFHTO 2014 Conference
Introduction
• Real-life examples from work at the Algonquin Family
Health Team in Huntsville
• Work in progress
• March 2013: Statistical Process Control Workshop
 lead by Lloyd P. Provost
AFHTO 2014 Conference
• Provost, L., P., Murray, S., K. “The Health Care Data
Guide: Learning from Data for Improvement”
• Perla, R. J., Provost, L., P., Murray, S., K. "The Run
Chart: A Simple Analytical Tool for Learning from
Variation in Healthcare Processes"
• Provost, Lloyd P. “Analytical studies: a framework
for quality improvement design and analysis”
• Berwick, Donald M. “Controlling Variation in Health
Care: A Consultation with Walter Shewhart”
• Solberg L, Mosser G, McDonald S. “The three faces
of performance measurement: improvement,
accountability and research”
Resources
AFHTO 2014 Conference
I Charts
x̄ Charts U Charts
C Charts
Shewhart
Charts
T Charts
G Charts
Exponentially Weighted Moving Average Charts
Cumulative
Sum Charts
Prime
Charts
Run Charts
Multivariate
Shewhart-
Type Charts
Median
Charts
Case-Mix
Adjustment
AFHTO 2014 Conference
Question for the Audience
Does your organization currently
use run charts?
AFHTO 2014 Conference
1. Explain how to use data to improve
health care systems.
2. Plan, construct, and interpret run
charts for health care data using
Microsoft Excel.
3. Tips & tricks to help your audience
quickly interpret the run chart.
4. Using annotations to identify when
improvements were initiated.
Objectives
AFHTO 2014 Conference
Model for Improvement
Source:
http://www.hqontario.ca/quality-improvement/quality-improvement-
framework/model-for-improvement
Tips for Effective Measures
1. Plot data over time.
2. Seek usefulness, not perfection.
3. Use sampling.
4. Integrate measurement into the
daily routine.
5. Use qualitative and quantitative
data.
Source:
http://www.ihi.org/resources/Pages/HowtoImprove/ScienceofImprovementTipsforEffe
ctiveMeasures.aspx
AFHTO 2014 Conference
Measurement is NOT the goal, Improvement is
Source: http://www.hqontario.ca/Portals/0/Documents/qi/pc-qip-webinar-measurement.pdf
AFHTO 2014 Conference
Scorecard …
AFHTO 2014 Conference
… Transformation
AFHTO 2014 Conference
4 Rules to Help Interpret Run Charts
AFHTO 2014 Conference
Source: http://tipqc.org/qi/jit/tools/run-charts/
Building a Run Chart: Overview
1. Identify the data
a. What are we measuring?
- number, %, rate, etc.
b. How frequently are we measuring?
- daily, weekly, monthly, quarterly, annually
c. What is our target?
2. Create a template in Excel
a. Need to capture all data (see #1 above)
b. Include a column for the median
3. Create the chart
4. Add visual cues
a. Arrow
b. Status (Red, Yellow, Green)
c. Annotations
AFHTO 2014 Conference
Step 1: Identify the data
AFHTO 2014 Conference
Step 2: Create a template in Excel
AFHTO 2014 Conference
Step 3: Create the chart
AFHTO 2014 Conference
Step 4: Add visual cues
AFHTO 2014 Conference
Fiscal Year Overall Result
for the indicator
Indicator name (title)
Desired Direction:
Up arrow = Up is good
Down arrow = Down is good
Target:
This value replaces the up or down arrow as the red
zone includes both an upper and lower limit.
Handling Updates
AFHTO 2014 Conference
1. Displaying data for a new quarter
on the chart
2. Adding a new
fiscal year to
a chart
3. Changing the target value
4. Annotating a chart
AFHTO 2014 Conference

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B6_Using_Run_Charts_to_Evaluate_QI

  • 1. Using Run Charts to Evaluate Quality Improvement Lisa Barnett Quality Improvement Decision Support Specialist AFHTO 2014 Conference
  • 2. Presenter Disclosure Presenter: Lisa Barnett Quality Improvement Decision Support Specialist - Elliot Lake Family Health Team – Host FHT - Algonquin Family Health Team (Huntsville) - Blue Sky Family Health Team (North Bay) - Burk’s Falls Family Health Team - Iroquois Falls Family Health Team • Relationships with commercial interests: – Not applicable AFHTO 2014 Conference
  • 3. Disclosure of Commercial Support • No commercial support AFHTO 2014 Conference
  • 4. Mitigating Potential Bias • Not applicable AFHTO 2014 Conference
  • 5. Agenda • Introduction • Resources • Objectives • Model for Improvement & Tips for Effective Measures • Scorecard Transformation • 4 Rules to Help Interpret Run Charts • Building a Run Chart: Overview & Step by Step • Handling Updates AFHTO 2014 Conference
  • 6. Introduction • Real-life examples from work at the Algonquin Family Health Team in Huntsville • Work in progress • March 2013: Statistical Process Control Workshop  lead by Lloyd P. Provost AFHTO 2014 Conference
  • 7. • Provost, L., P., Murray, S., K. “The Health Care Data Guide: Learning from Data for Improvement” • Perla, R. J., Provost, L., P., Murray, S., K. "The Run Chart: A Simple Analytical Tool for Learning from Variation in Healthcare Processes" • Provost, Lloyd P. “Analytical studies: a framework for quality improvement design and analysis” • Berwick, Donald M. “Controlling Variation in Health Care: A Consultation with Walter Shewhart” • Solberg L, Mosser G, McDonald S. “The three faces of performance measurement: improvement, accountability and research” Resources AFHTO 2014 Conference
  • 8. I Charts x̄ Charts U Charts C Charts Shewhart Charts T Charts G Charts Exponentially Weighted Moving Average Charts Cumulative Sum Charts Prime Charts Run Charts Multivariate Shewhart- Type Charts Median Charts Case-Mix Adjustment AFHTO 2014 Conference
  • 9. Question for the Audience Does your organization currently use run charts? AFHTO 2014 Conference
  • 10. 1. Explain how to use data to improve health care systems. 2. Plan, construct, and interpret run charts for health care data using Microsoft Excel. 3. Tips & tricks to help your audience quickly interpret the run chart. 4. Using annotations to identify when improvements were initiated. Objectives AFHTO 2014 Conference
  • 11. Model for Improvement Source: http://www.hqontario.ca/quality-improvement/quality-improvement- framework/model-for-improvement Tips for Effective Measures 1. Plot data over time. 2. Seek usefulness, not perfection. 3. Use sampling. 4. Integrate measurement into the daily routine. 5. Use qualitative and quantitative data. Source: http://www.ihi.org/resources/Pages/HowtoImprove/ScienceofImprovementTipsforEffe ctiveMeasures.aspx AFHTO 2014 Conference
  • 12. Measurement is NOT the goal, Improvement is Source: http://www.hqontario.ca/Portals/0/Documents/qi/pc-qip-webinar-measurement.pdf AFHTO 2014 Conference
  • 15. 4 Rules to Help Interpret Run Charts AFHTO 2014 Conference Source: http://tipqc.org/qi/jit/tools/run-charts/
  • 16. Building a Run Chart: Overview 1. Identify the data a. What are we measuring? - number, %, rate, etc. b. How frequently are we measuring? - daily, weekly, monthly, quarterly, annually c. What is our target? 2. Create a template in Excel a. Need to capture all data (see #1 above) b. Include a column for the median 3. Create the chart 4. Add visual cues a. Arrow b. Status (Red, Yellow, Green) c. Annotations AFHTO 2014 Conference
  • 17. Step 1: Identify the data AFHTO 2014 Conference
  • 18. Step 2: Create a template in Excel AFHTO 2014 Conference
  • 19. Step 3: Create the chart AFHTO 2014 Conference
  • 20. Step 4: Add visual cues AFHTO 2014 Conference Fiscal Year Overall Result for the indicator Indicator name (title) Desired Direction: Up arrow = Up is good Down arrow = Down is good Target: This value replaces the up or down arrow as the red zone includes both an upper and lower limit.
  • 21. Handling Updates AFHTO 2014 Conference 1. Displaying data for a new quarter on the chart 2. Adding a new fiscal year to a chart 3. Changing the target value 4. Annotating a chart