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BEYOND THE AUDIT:
MEASURING FOR
IMPROVEMENT
Kim Streitenberger, Project Leader, ISMP Canada
Maryanne D’Arpino, Patient Safety Improvement Lead, CPSI
Paula Pickard, Patient Safety Consultant – Horizon - Fredericton & Upper River Valley Area
John Thomas Glidden, Patient Safety Consultant, Horizon - Miramichi Area
Diane Beaulieu, Patient Safety Consultant, Horizon - Saint John Area
Alex Titeu, Project Coordinator, Central Measurement Team, Safer Healthcare Now!
Lynn Riley
Medication Safety Specialist and Educator, ISMP
Canada
Today’s Facilitator
2
Welcome to our francophone
attendees
Bienvenue à nos participants
francophones
Hélène Riverin
Conseillère en sécurité et en amélioration
Safety Improvement Advisor
3
Pour nos participants francophones..
Pour accéder aux diapositives
français:
-Cliquez sur l'onglet "FRENCH"
OU
-Envoyer un courriel à
helene.riverin@csssvc.qc.ca
Suivre la boîte «Chat» pour les
commentaires du
conférencière traduit en
français
4
5
Where to find our webinars…
1. Recap of 2015 MedRec audit month data that identify
potential opportunities for improvement – ISMP
Canada
2. Review QI principles as it relates to measuring for
quality improvement – Maryanne
3. Hear from local teams of how they use measurement
for MedRec quality improvement.- John, Paula, Diane
4. Review how to enter data into the Patient Safety
Metrics System and create run charts – CMT
Objectives
6
7
Please complete our poll
7
8
Today’s Speakers
Kim Streitenberger Maryanne D’Arpino Diane Beaulieu
John Thomas Glidden Paula Pickard Alex Titeu
KIM STREITENBERGER
ISMP Canada
10
Outline
 Provide brief summary of 2015 audit
month results
– March 31st presentation handouts available at
http://ismp-canada.org/medrec/#webinars
 Discuss opportunities for Improvement
11
Oct. 2013 Feb. 2015
Sites 103 173
Patients /
Residents
2340 5201
Audit Participation
Performance of MedRec
80% 98%
n = 4745+443
12
Quality of MedRec Performed
13
Element Acute Care
(% of patients)
LTC
(% of residents)
BPMH based on > 1 source 69% 70%
Med use verified by patient/caregiver 66% 54%
Each med w/name, dose, route, etc. 88% 83%
Meds on BPMH are accounted for 80% 81%
Prescriber documented rationale 69% 76%
QUALITY BPMH
QUALITY
RECONCILIATION
35%
n=4825
30%
Percentage of Patients by Quality
Score
14
Average MedRec Quality Score
2013 vs. 2015 by Sector
2013 (n) = 1945
2015 (n) = 4825
15
Percentage of MedRec Performed x Score
30%
40%
n=4210
16
Compliance w/ BPMH elements by
“Admit via”
n=2393
17
Measurement for Continuous
Improvement
18
1-9 Data
Submissions
53%
10-17 Data
Submissions
47%
Data Submissions since MRQA
Month 2013*
• 88% of sites who participated in the 2013
MedRec Quality Audit Month continued to
submit data to Patient Safety Metrics
 Measure your MedRec processes
consistently over time and submit your data
to Patient Safety Metrics
 Use your own organizational data to drive
your quality improvement efforts.
– Improve the performance of MedRec for all patients
– Improve the quality of MedRec performed
Summary of Opportunities for
Improvement
19
How Are You Using Your Data for
Improvement
We Are Actively Making
Changes
Based On Our Data
We Are Planning
Improvements
Based On Our
Data
We Haven’t Started
to Use Our Data Yet
20
MARYANNE D’ARPINO
Canadian Patient Safety Institute (CPSI)
QI Principles: Measurement for Improvement
 Knowing why you need to improve
 Having a way to get feedback to let you know if
improvement is happening
 Developing an effective change that will result in
improvement
 Testing a change before attempting to implement
 Implementing a change
Langley, G. (2009). The improvement guide: A practical approach to enhancing organizational
performance (2nd ed., p. 490). San Francisco, California: Jossey-Bass.
5 Fundamental Principles of Improvement
22
QI Measurement is Different Than
Accountability or Research
Improvement Accountability Research
WHO?
Audience
Internal External Science
community
WHY?
Purpose
Process knowledge,
change monitoring
Comparison New knowledge
WHAT?
Scope
Measures
Time Period
Confounders
Local
Few, easy
Short, current
Rarely
Local & other
Few, complex
Long, past
Try to measure
Universal
Complex
Long, past
Measure
HOW?
Measures
Sample Size
Collection
Internal
Small
Simple
External
Large
Complex
External
Large
Complex
Source: Solberg, et al. (1997). The Three Faces of Performance Measurement. Jt Comm J Qual Improv.;23(3):135-47
23
Why IS Measurement Important?
 What does "better" look
like?
 How will we recognize
better when we see it?
 How do we know if a
change is an improvement
24
How Can We Depict Data?
STATIC VIEW
Descriptive Statistics
Bar graphs/Pie charts
DYNAMIC VIEW
Run Chart
Control Chart
(plot data over time)
Source: Lloyd, R. & Scoville, R. (2010). Simplifying the Selection & Use of Shewart Charts. Institute for Healthcare
Improvement [IHI] Forum.
8
3
0
1
2
3
4
5
6
7
8
WEEK 4 WEEK 11
25
Measuring over time – the value of a
run chart
To understand baseline
performance and identify
opportunities for
improvement
To determine if a change
resulted in improvement
To determine if we are
holding the gains made by
our change
26
 Use audit results as your baseline
 Identify where there is opportunity for
improvement
 Identify the measures you will use to
monitor your improvement efforts over
time
 Measure consistently over time
Beyond the Audit: Measuring for
Improvement
27
 Leadership Support
 Aligns with organizational strategy
 QI Lead & Team
 QI Culture
QI Implementation Fundamentals
28
JOHN THOMAS GLIDDEN
PAULA PICKARD DIANE BEAULIEU
Horizon’s Approach to Using Med Rec
Measurement for Improvement
A little about us…
“Areas”
 Moncton*
 Saint John
 Fredericton/Upper River
 Miramichi
(12 Hospital Facilities)
30
Accountability breeds
“response-ability”.
Stephen R. Covey, Beyond the 7 Habits
Measurement for Improvement –
Accountability
31
 Quantity
Horizon Med Rec Dashboard
• % of patients receiving MedRec on Admission
• % of patients receiving MedRec at Discharge
Measurement
• Quarterly Data
• Clinical Network, Facility, & Unit-Level Data
• Trend Analysis
32
 Quality
SHN! Patient Safety Metrics
• % MedRec performed
• Quality Bundle
BPMH has > 1 source
Patient/caregiver as a source
Each med has all information required
Each med is accounted for & rationale included
Measurement
33
 Engage frontline staff
 Communicate results to all levels
 Display results creatively
 Acknowledge & celebrate successes
 Evaluate quality of processes
 Evaluate small tests of change & identify
action plans
Using the Data
34
35
Measurement PDSA cycle
 The focus of measuring data is
 Using PDSA cycle for Process
Improvement
36
Horizon Experience with PDSA
Low compliance in Quantity Data
Implement Quality Audits; Team Meetings
Resolving Medication Discrepancies
Modify MedRec Form; Quality Audits
 Resources, Support & Commitment
 Accountability Framework
 Current Data
 Limitations
 Engagement
 Creativity
 Acknowledgement
Reporting and Learning:
Lessons Learned
37
HOW TO GET YOUR
RUN CHARTS
Patient Safety Metrics
Alex Titeu
 You need an account for PSMetrics to
access your data and reports
 If you do not have an account, please
email metrics@saferhealthcarenow.ca
– Your First and Last Name
– Your Phone Number
– Name of the site(s) you want to access
reports
Patient Safety Metrics (PSMetrics)
39
1. On the “Report” tab
2. Click on the “MedRec Quality” sub-tab
3. Click on one of the following reports:
– Quality Audit Bundle Compliance at Admission in
Acute Care (MedRec-Acute 12)
– Quality Audit Bundle Compliance at Admission in
Long Term Care (MedRec-LTC 7)
Organization Run Chart
40
41
42
1. On the “Data” tab
2. Click on the “MedRec-Acute” or “MedRec-
LTC” intervention
3. Scroll to the “Measurement Worksheets” table
4. Look for measures “MedRec-Acute 12” or
“MedRec-LTC 7” for your “Unit”
5. Click “View/Add data” link
6. Click “Compliance Run Chart” Button
Unit-level Run Charts
43
44
45
46
LYNN RILEY
ISMP Canada
Discussion/
Questions
48
 Improving the quality of MedRec
processes is our responsibility.
 Measurement and improvement are
possible.
 Identify the root cause before making
changes.
 Be creative in developing solutions.
 THINK OUTSIDE THE BOX!
Key points to remember…
49
Resources
IHI Open School
http://www.ihi.org/education/i
hiopenschool/Pages/default.
aspx
Improvement GSK
http://www.saferhealthcarenow.ca/EN/shnN
ewsletter/Pages/Improvement-
Frameworks-Getting-Started-Kit-guides-
system-change.aspx
MedRec GSKs and One Pagers
http://www.saferhealthcarenow.ca/EN/Interventions/medrec/Pages/
default.aspx
50
Upcoming MedRec Webinars
September 2015 Home Care new MedRec GSK and the
link to Acute Care and Long Term Care
November 2015 Accreditation Canada new MedRec
ROPs for 2016
February 2015 to be determined
51
51
Beginning September 2015
MedRec Open Mike
- Need help with MedRec…stay on the line
after each national webinar
- Submit your questions prior to the Open Mike
session to medrec@ismp-canada.org or ask
them live
52
MedRec Communities of
Practice
 Post your questions
 Respond to questions
 Share tools and
resources
http://tools.patientsafetyinstitute.ca/Co
mmunities/MedRec/default.aspx
Online Community Dedicated to MedRec
53
Please complete our poll
54
We are here to help!
55
 For Audit forms and Data Questions
CPSI Central Measurement Team metrics@saferhealthcarenow.ca
Virginia Flintoft - 416-946-8350
Alexandru Titeu - 416-946-3103
 For MedRec Content (MedRec Intervention Lead)
Institute for Safe Medication Practices Canada (ISMP Canada)
medrec@ismp-canada.org
 CPSI Patient Safety Intervention Lead
Maryanne D’Arpino MDArpino@cpsi-icsp.ca

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Beyond the Audit: Measuring MedRec Processes for Quality Improvement

  • 1. BEYOND THE AUDIT: MEASURING FOR IMPROVEMENT Kim Streitenberger, Project Leader, ISMP Canada Maryanne D’Arpino, Patient Safety Improvement Lead, CPSI Paula Pickard, Patient Safety Consultant – Horizon - Fredericton & Upper River Valley Area John Thomas Glidden, Patient Safety Consultant, Horizon - Miramichi Area Diane Beaulieu, Patient Safety Consultant, Horizon - Saint John Area Alex Titeu, Project Coordinator, Central Measurement Team, Safer Healthcare Now!
  • 2. Lynn Riley Medication Safety Specialist and Educator, ISMP Canada Today’s Facilitator 2
  • 3. Welcome to our francophone attendees Bienvenue à nos participants francophones Hélène Riverin Conseillère en sécurité et en amélioration Safety Improvement Advisor 3
  • 4. Pour nos participants francophones.. Pour accéder aux diapositives français: -Cliquez sur l'onglet "FRENCH" OU -Envoyer un courriel à helene.riverin@csssvc.qc.ca Suivre la boîte «Chat» pour les commentaires du conférencière traduit en français 4
  • 5. 5 Where to find our webinars…
  • 6. 1. Recap of 2015 MedRec audit month data that identify potential opportunities for improvement – ISMP Canada 2. Review QI principles as it relates to measuring for quality improvement – Maryanne 3. Hear from local teams of how they use measurement for MedRec quality improvement.- John, Paula, Diane 4. Review how to enter data into the Patient Safety Metrics System and create run charts – CMT Objectives 6
  • 8. 8 Today’s Speakers Kim Streitenberger Maryanne D’Arpino Diane Beaulieu John Thomas Glidden Paula Pickard Alex Titeu
  • 10. 10 Outline  Provide brief summary of 2015 audit month results – March 31st presentation handouts available at http://ismp-canada.org/medrec/#webinars  Discuss opportunities for Improvement
  • 11. 11 Oct. 2013 Feb. 2015 Sites 103 173 Patients / Residents 2340 5201 Audit Participation
  • 12. Performance of MedRec 80% 98% n = 4745+443 12
  • 13. Quality of MedRec Performed 13 Element Acute Care (% of patients) LTC (% of residents) BPMH based on > 1 source 69% 70% Med use verified by patient/caregiver 66% 54% Each med w/name, dose, route, etc. 88% 83% Meds on BPMH are accounted for 80% 81% Prescriber documented rationale 69% 76% QUALITY BPMH QUALITY RECONCILIATION
  • 15. Average MedRec Quality Score 2013 vs. 2015 by Sector 2013 (n) = 1945 2015 (n) = 4825 15
  • 16. Percentage of MedRec Performed x Score 30% 40% n=4210 16
  • 17. Compliance w/ BPMH elements by “Admit via” n=2393 17
  • 18. Measurement for Continuous Improvement 18 1-9 Data Submissions 53% 10-17 Data Submissions 47% Data Submissions since MRQA Month 2013* • 88% of sites who participated in the 2013 MedRec Quality Audit Month continued to submit data to Patient Safety Metrics
  • 19.  Measure your MedRec processes consistently over time and submit your data to Patient Safety Metrics  Use your own organizational data to drive your quality improvement efforts. – Improve the performance of MedRec for all patients – Improve the quality of MedRec performed Summary of Opportunities for Improvement 19
  • 20. How Are You Using Your Data for Improvement We Are Actively Making Changes Based On Our Data We Are Planning Improvements Based On Our Data We Haven’t Started to Use Our Data Yet 20
  • 21. MARYANNE D’ARPINO Canadian Patient Safety Institute (CPSI) QI Principles: Measurement for Improvement
  • 22.  Knowing why you need to improve  Having a way to get feedback to let you know if improvement is happening  Developing an effective change that will result in improvement  Testing a change before attempting to implement  Implementing a change Langley, G. (2009). The improvement guide: A practical approach to enhancing organizational performance (2nd ed., p. 490). San Francisco, California: Jossey-Bass. 5 Fundamental Principles of Improvement 22
  • 23. QI Measurement is Different Than Accountability or Research Improvement Accountability Research WHO? Audience Internal External Science community WHY? Purpose Process knowledge, change monitoring Comparison New knowledge WHAT? Scope Measures Time Period Confounders Local Few, easy Short, current Rarely Local & other Few, complex Long, past Try to measure Universal Complex Long, past Measure HOW? Measures Sample Size Collection Internal Small Simple External Large Complex External Large Complex Source: Solberg, et al. (1997). The Three Faces of Performance Measurement. Jt Comm J Qual Improv.;23(3):135-47 23
  • 24. Why IS Measurement Important?  What does "better" look like?  How will we recognize better when we see it?  How do we know if a change is an improvement 24
  • 25. How Can We Depict Data? STATIC VIEW Descriptive Statistics Bar graphs/Pie charts DYNAMIC VIEW Run Chart Control Chart (plot data over time) Source: Lloyd, R. & Scoville, R. (2010). Simplifying the Selection & Use of Shewart Charts. Institute for Healthcare Improvement [IHI] Forum. 8 3 0 1 2 3 4 5 6 7 8 WEEK 4 WEEK 11 25
  • 26. Measuring over time – the value of a run chart To understand baseline performance and identify opportunities for improvement To determine if a change resulted in improvement To determine if we are holding the gains made by our change 26
  • 27.  Use audit results as your baseline  Identify where there is opportunity for improvement  Identify the measures you will use to monitor your improvement efforts over time  Measure consistently over time Beyond the Audit: Measuring for Improvement 27
  • 28.  Leadership Support  Aligns with organizational strategy  QI Lead & Team  QI Culture QI Implementation Fundamentals 28
  • 29. JOHN THOMAS GLIDDEN PAULA PICKARD DIANE BEAULIEU Horizon’s Approach to Using Med Rec Measurement for Improvement
  • 30. A little about us… “Areas”  Moncton*  Saint John  Fredericton/Upper River  Miramichi (12 Hospital Facilities) 30
  • 31. Accountability breeds “response-ability”. Stephen R. Covey, Beyond the 7 Habits Measurement for Improvement – Accountability 31
  • 32.  Quantity Horizon Med Rec Dashboard • % of patients receiving MedRec on Admission • % of patients receiving MedRec at Discharge Measurement • Quarterly Data • Clinical Network, Facility, & Unit-Level Data • Trend Analysis 32
  • 33.  Quality SHN! Patient Safety Metrics • % MedRec performed • Quality Bundle BPMH has > 1 source Patient/caregiver as a source Each med has all information required Each med is accounted for & rationale included Measurement 33
  • 34.  Engage frontline staff  Communicate results to all levels  Display results creatively  Acknowledge & celebrate successes  Evaluate quality of processes  Evaluate small tests of change & identify action plans Using the Data 34
  • 35. 35 Measurement PDSA cycle  The focus of measuring data is  Using PDSA cycle for Process Improvement
  • 36. 36 Horizon Experience with PDSA Low compliance in Quantity Data Implement Quality Audits; Team Meetings Resolving Medication Discrepancies Modify MedRec Form; Quality Audits
  • 37.  Resources, Support & Commitment  Accountability Framework  Current Data  Limitations  Engagement  Creativity  Acknowledgement Reporting and Learning: Lessons Learned 37
  • 38. HOW TO GET YOUR RUN CHARTS Patient Safety Metrics Alex Titeu
  • 39.  You need an account for PSMetrics to access your data and reports  If you do not have an account, please email metrics@saferhealthcarenow.ca – Your First and Last Name – Your Phone Number – Name of the site(s) you want to access reports Patient Safety Metrics (PSMetrics) 39
  • 40. 1. On the “Report” tab 2. Click on the “MedRec Quality” sub-tab 3. Click on one of the following reports: – Quality Audit Bundle Compliance at Admission in Acute Care (MedRec-Acute 12) – Quality Audit Bundle Compliance at Admission in Long Term Care (MedRec-LTC 7) Organization Run Chart 40
  • 41. 41
  • 42. 42
  • 43. 1. On the “Data” tab 2. Click on the “MedRec-Acute” or “MedRec- LTC” intervention 3. Scroll to the “Measurement Worksheets” table 4. Look for measures “MedRec-Acute 12” or “MedRec-LTC 7” for your “Unit” 5. Click “View/Add data” link 6. Click “Compliance Run Chart” Button Unit-level Run Charts 43
  • 44. 44
  • 45. 45
  • 46. 46
  • 49.  Improving the quality of MedRec processes is our responsibility.  Measurement and improvement are possible.  Identify the root cause before making changes.  Be creative in developing solutions.  THINK OUTSIDE THE BOX! Key points to remember… 49
  • 50. Resources IHI Open School http://www.ihi.org/education/i hiopenschool/Pages/default. aspx Improvement GSK http://www.saferhealthcarenow.ca/EN/shnN ewsletter/Pages/Improvement- Frameworks-Getting-Started-Kit-guides- system-change.aspx MedRec GSKs and One Pagers http://www.saferhealthcarenow.ca/EN/Interventions/medrec/Pages/ default.aspx 50
  • 51. Upcoming MedRec Webinars September 2015 Home Care new MedRec GSK and the link to Acute Care and Long Term Care November 2015 Accreditation Canada new MedRec ROPs for 2016 February 2015 to be determined 51 51
  • 52. Beginning September 2015 MedRec Open Mike - Need help with MedRec…stay on the line after each national webinar - Submit your questions prior to the Open Mike session to medrec@ismp-canada.org or ask them live 52
  • 53. MedRec Communities of Practice  Post your questions  Respond to questions  Share tools and resources http://tools.patientsafetyinstitute.ca/Co mmunities/MedRec/default.aspx Online Community Dedicated to MedRec 53
  • 54. Please complete our poll 54
  • 55. We are here to help! 55  For Audit forms and Data Questions CPSI Central Measurement Team metrics@saferhealthcarenow.ca Virginia Flintoft - 416-946-8350 Alexandru Titeu - 416-946-3103  For MedRec Content (MedRec Intervention Lead) Institute for Safe Medication Practices Canada (ISMP Canada) medrec@ismp-canada.org  CPSI Patient Safety Intervention Lead Maryanne D’Arpino MDArpino@cpsi-icsp.ca