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Prevention of Wrong Site Surgery/Procedure Southern Atlantic Healthcare Alliance OR Education Session January 6, Prevention of Wrong Site Surgery/Procedure Southern Atlantic Healthcare Alliance OR Education Session January 6, 2016

Jennifer L. Fencl, DNP, RN, CNS-BC, CNOR: Clinical Nurse Specialist, Operative Services Terri Sharpe, Jennifer L. Fencl, DNP, RN, CNS-BC, CNOR: Clinical Nurse Specialist, Operative Services Terri Sharpe, MHA, BSN, RN, CNOR: Assistant Director, Short Stay and Pre-Admission Testing Vangela Swofford, BSN, RN, ASQ-CSSBB, CPHQ: Quality Facilitator 2

Objectives: Describe the background, implications, and risk factors of performing wronged site surgery/procedures Categorize Objectives: Describe the background, implications, and risk factors of performing wronged site surgery/procedures Categorize the risk of wrong site surgery in a healthcare facility Illustrate the importance of clear communication and utilization of the C. U. S. model to share patient safety issues Explain how to use Six Sigma and Lean principles to identify areas for opportunity Construct a fish-bone and time-frame diagram to identify areas for improvement 3

Break Through Project: Wrong Site Surgery/Procedure Break Through Project: Wrong Site Surgery/Procedure "Your life today is a result of your thinking yesterday. Your life tomorrow will be determined by what you think today. " John C. Maxwell 4

Wrong Site Surgery/Procedure Hospital / Location: System-wide Area of Focus: Continuum of patient care Wrong Site Surgery/Procedure Hospital / Location: System-wide Area of Focus: Continuum of patient care Time procedure is discussed with patient Procedure After Procedure 5

Wrong Site Surgery is defined as any procedure performed on the wrong site or Wrong Site Surgery is defined as any procedure performed on the wrong site or patient or performance of the wrong procedure. 6

Background 1995 -2005: Wrong Site Surgery ranked #2 frequently reported sentinel event 1997: American Background 1995 -2005: Wrong Site Surgery ranked #2 frequently reported sentinel event 1997: American Academy of Orthopedic surgeons-- initial operative site 2001: The North American Spine Surgery-- “Sign, Mark and Radiograph” 2002: American College of Surgeons– recommends guidelines for correct patient, correct site, correct procedure 2003: TJC promotes Universal Protocol for preventing wrong site, wrong procedure, wrong person surgery 7

Implications Patient Family Surgeon Staff Hospital Safety/Medical Emotional Social/Trust Legal Cost 8 Implications Patient Family Surgeon Staff Hospital Safety/Medical Emotional Social/Trust Legal Cost 8

Incidence of Wrong Site Surgery/Procedures Incidence (varies) 0. 09 to 4. 5 for every Incidence of Wrong Site Surgery/Procedures Incidence (varies) 0. 09 to 4. 5 for every 10, 000 procedures 1 for every 27, 686 procedures 40 times a week 9

Specialties at Highest Risk Orthopedics Neurosurgery General Ophthalmology Anesthesia 10 Specialties at Highest Risk Orthopedics Neurosurgery General Ophthalmology Anesthesia 10

Risk Factors Communication breakdown Inadequate safety checks Technology not utilized Competing demands/distractions Human error Risk Factors Communication breakdown Inadequate safety checks Technology not utilized Competing demands/distractions Human error Patient characteristics Other 11

Surgery discussed with patient Surgery scheduled Pre-admission testing/admission to the hospital Short Stay, holding Surgery discussed with patient Surgery scheduled Pre-admission testing/admission to the hospital Short Stay, holding room, procedure area

Keys to Success Communication Engagement Standardization Education Mission Statement: We strive to be national Keys to Success Communication Engagement Standardization Education Mission Statement: We strive to be national leaders in providing exceptional, safe patient care through clear interprofessional communication and collaboration utilizing evidence based practice to standardize processes while maintaining fiscal responsibility. We are committed to providing the correct procedure to the correct patient at the correct site every time. Every patient, every time. 13

Small Group Work Reflecting on the incidence of wrong site procedure/surgery in your organization, Small Group Work Reflecting on the incidence of wrong site procedure/surgery in your organization, what are your organizations risk category? What would be included in your mission statement? 14

Time to share your work 15 Time to share your work 15

Cone Health Categories of error Scheduling error Process not followed Human error Communication error Cone Health Categories of error Scheduling error Process not followed Human error Communication error 16

It’s Okay to C. U. S It’s Okay to C. U. S

Objectives Discuss the importance of clear communication Define the acronym C. U. S. Discuss Objectives Discuss the importance of clear communication Define the acronym C. U. S. Discuss utilization of the C. U. S. model to share patient safety issues

C. U. S. Training “It’s okay to C. U. S” Attended North Carolina and C. U. S. Training “It’s okay to C. U. S” Attended North Carolina and Virginia (NOCVA) Safety Surgery Collaborative Training Utilized resources for staff in-services Created realistic scenarios staff could face

Importance of Communication Patient Safety! The Joint Commission has found that many times when Importance of Communication Patient Safety! The Joint Commission has found that many times when sentinel events occur in the OR a member of the surgical team knew that the event was about to happen and they didn’t say anything.

Importance of Communication Patient Safety! Events that have happened because no one spoke up: Importance of Communication Patient Safety! Events that have happened because no one spoke up: Wrong Site Wrong Procedure Wrong Equipment Wrong/Missing Implant Wrong Medication/Allergy

Why We Don’t Speak Up I’m afraid I’m embarrassed I’m stupid They will yell Why We Don’t Speak Up I’m afraid I’m embarrassed I’m stupid They will yell at me I might be wrong The phyisan is mean They won’t listen anyway It’s not that important

C. U. S. Training C = Concern U = Uncomfortable S = Stop, this C. U. S. Training C = Concern U = Uncomfortable S = Stop, this is a Safety Issue The power of articulating concern for patient safety

C. U. S. Training Interactive: divided into small groups Time for each group to C. U. S. Training Interactive: divided into small groups Time for each group to discuss scenario “Dr. Fencl” enters to the room (remember, it is okay to C. U. S. )

C. U. S. Training Responses from each group Learning from each other Power of C. U. S. Training Responses from each group Learning from each other Power of articulating your concern for patient safety

Importance of Clear Concise Communication “I’ll be right there” Importance of Clear Concise Communication “I’ll be right there”

Importance of Clear Concise Communication “On my way” Importance of Clear Concise Communication “On my way”

Importance of Clear Concise Communication “Give me a minute” Importance of Clear Concise Communication “Give me a minute”

Importance of Clear Concise Communication “Right now” Importance of Clear Concise Communication “Right now”

Importance of Clear Concise Communication “I’ll be right there” “On my way” “Give me Importance of Clear Concise Communication “I’ll be right there” “On my way” “Give me a minute” “Right now”

Closed Loop Communication break-down Commonly lead to patient harm. They derive from: Lack of Closed Loop Communication break-down Commonly lead to patient harm. They derive from: Lack of clarity A noisy and chaotic environment Failure to confirm that information was understood

History of Closed Loop Communication Early voice radio communication Smoke signals and signal flags History of Closed Loop Communication Early voice radio communication Smoke signals and signal flags didn’t work anymore Every transmission required a reply No reply, you assumed that the message was not received, and you repeated it.

Not Closed Loop Communication Not Closed Loop Communication

Closed Loop Communication: How It Works The sender initiates a message. 1. The receiver Closed Loop Communication: How It Works The sender initiates a message. 1. The receiver accepts the message, interprets it, and confirms what was communicated. 2. The sender verifies that the message was received. Derived from the Agency for Healthcare Research and Quality, Team. STEPPS

Closed Loop Communication Who would like to volunteer? Closed Loop Communication Who would like to volunteer?

Implications of C. U. S. ing Powerful Communication to share with: OR Nursing Residents Implications of C. U. S. ing Powerful Communication to share with: OR Nursing Residents OR RN 3 -4 (clinical ladder) OR Shared Governance Endoscopy Outside the OR

Comments/Questions Comments/Questions

Six Sigma and Lean Principles 39 Six Sigma and Lean Principles 39

Fishbone Diagram 40 Fishbone Diagram 40

41 41

Small Group Work Reflecting on the incidence of wrong site procedure/surgery in your organization, Small Group Work Reflecting on the incidence of wrong site procedure/surgery in your organization, start a fishbone and timeline of critical events. 42

Time to share your work 43 Time to share your work 43

Key Issues CHL Postings/Scheduling Orders Communication/Standardization Culture Surgical Check-list Policy and Procedures Distractions Competing Key Issues CHL Postings/Scheduling Orders Communication/Standardization Culture Surgical Check-list Policy and Procedures Distractions Competing Demands Pressure for efficiency vs safe patient care 44

Outcomes Interprofessional Task Force Defining WSS Addressing Culture Creating Dashboard Standardization Policy and Procedure Outcomes Interprofessional Task Force Defining WSS Addressing Culture Creating Dashboard Standardization Policy and Procedure Time-Out Video Quarterly Newsletter Electronic Health Record Streamlining Orders Sharing Work http: //youtu. be/_e 37 xj. Boa 64 45

Final Thoughts Previously stated our keys to success were: Communication Engagement Standardization Education What Final Thoughts Previously stated our keys to success were: Communication Engagement Standardization Education What we learned……this is continuous work that requires a multidisciplinary approach and great effort. The final element is a vision for improvement. 46

Executive Support Strategic vision Overcoming objections (surgeon objections) Challenges in community based system with Executive Support Strategic vision Overcoming objections (surgeon objections) Challenges in community based system with an electronic health record (EMR) Technology/remote support Empowering the staff’s voice Cultural Relevance 47

Issue Prioritization Review the literature Define wrong site procedures Calculate our rate (over all Issue Prioritization Review the literature Define wrong site procedures Calculate our rate (over all and per specialty area) Data collection (categorize data) Create timeline of patient care and identify critical elements/competing demands Identify opportunities and action plans Observe timeline of patient care Create tools/risk assessments Implementation/Education 48

Prevention of Wrong Site Surgery/Procedure Southern Atlantic Healthcare Alliance OR Education Session Prevention of Wrong Site Surgery/Procedure Southern Atlantic Healthcare Alliance OR Education Session