Presentation on theme: "A Knowledge Management Solution for Red Rules at Presbyterian Hospital Prepared by Myra Herrmann Kathleen Maxfield & Leslie Rettinger."— Presentation transcript:
A Knowledge Management Solution for Red Rules at Presbyterian Hospital Prepared by Myra Herrmann Kathleen Maxfield & Leslie Rettinger
Introduction Every organization has a few rules that are well understood by all should never be broken, under any circumstance, by anybody in the organization. This Red Rules project will design a learning system for a healthcare organization to support their “Red Rules”.
Definition of Red Rules Red Rules cannot be broken. ◦ few in number, ◦ easy to remember, and ◦ associated only with processes that can cause serious harm to employees, customers, or the product line. ◦ must be followed exactly as specified except in rare or urgent situations. ◦ possible and desirable for everyone to follow
Definition, cont. Every worker is expected to stop the work if the red rule is violated. Empowers workers to speak up regardless of rank or seniority.
Criteria for Red Rules It must be possible and desirable for everyone to follow a red rule every time Anyone who notices that the Red Rule violation has the authority and responsibility to stop further progress.
Criteria, cont. All violations of a Red Rule are mediated through a Just Culture approach Workers' actions are evaluated based on process in which it occurred. Just Culture is used regardless of staff member's rank, popularity, and importance to the company.
Problem Statement Current: ◦ Both hand hygiene and the surgical “time- out” are protocols at Presbyterian Hospital. Not consistently observed. Potential harm to patients Desired: ◦ 100% compliance hand hygiene and the surgical “time-out” procedure.
Symptoms of the Problem Surgical Time-Out Quality Control Compliance Assessment ◦ Wrong site, Wrong side, Wrong patient wrong site 2000-2003 wrong patient 2000-2003 ◦ Average of 10 operations per year perioperative infections 2007 medication reactions 2007 Hand Hygiene Quality Control Compliance Assessment ◦ Average 70% compliance ◦ Average 57% physician compliance ◦ C. difficile in 6 patients
Root Causes of Violations Root Causes Knowledge1.Lack of knowledge about implications of non-hand washing 2.Lack of awareness of the implications and/or of the frequency of non-patient verification before an invasive surgery Skills1.Lack of computer skills to successfully complete the online training Attitude1.Hierarchical/seniority issues in the hospital culture that inhibits or prevents compliance 2.Perception of lack of time
Goals To design a scalable learning system with reusable learning objects (RLOs) These RLOs will be integrated into the existing repository system. To create a RLO strategy to accommodate Red Rules in the existing online employee training system. This initial project will develop a framework into which historical RLOs will be adaptable.
Strategies to Address Root Causes Root Causes Knowledge1.Training emphasizing consequences to patient Skills1. RLOs delivered in a variety of mediums Attitude1. Training via case studies/scenarios 2. Workplace mentoring 3. Just Culture initiative
Training Instructional Solutions Workplace Learning (Knowledge and Support Solutions) E-Learning Learning and Performance Architecture Classroom Training All Employee Online T raining Information Repositories Networks & Communities Perform- ance Support Experts Mentoring & Coaching Informal Workplace Settings Formal Learning Settings Traditional Blended Learning
KM System & Learning Environment The knowledge management system at PHS is designed for the creation, archiving and sharing of expectations and expertise across the entire organization. Red Rules online training is required for all employees and is targeted to clinical, non- clinical, administrative and management audiences. All employee training is mandatory and will be taken between January 1 and March 31, 2009. Training will be repeated annually to ensure continued reinforcement of red rules
Target Audiences Target audience includes ◦ Decision Makers ◦ Managers ◦ Healthcare Practitioners ◦ Administrative Staff Media will be designed to meet the needs of these groups.
The Work Setting Resources and constraints ◦ Funding ◦ Personnel ◦ Technology/tools, time Prevalent philosophy and culture PHS values and vision Strategy to continuously improve processes The implementation of Red Rules is integral to the vision of National Excellence.
EnvironmentResourcesConstraintsCulture Developmental Included in the project plan and budget for the Subject Matter Experts for time, money and personnel Limited time for development 3 months to have components designed and accessible for print media and online training The Learning Center is open to considering RLO’s in their learning environment/ architecture Benefits of RLO’s may not be apparent PHS philosophy and culture are supportive of continuing education and training for personal and professional improvement Delivery Included in the project plan and budget for the Subject Matter Experts for time, money and personnel Availability of technological tools to incorporate RLO’s into the existing online training Personnel’s familiarity with variety of delivery mediums (i.e. PDA downloadable, searchable database/ repository) Red rules are consistent with the Just Culture environment at PHS where mutual accountability, respect and value are emphasized Management schedules and commits time for their employees’ training Application Perception of lack of time to comply with red rules Peer cohesion, supervisory support and perception of autonomy by the employees will affect the transfer of knowledge/ training to their job Each manager is responsible for his/her employees to complete the mandatory training Employee training is tracked and charged back to the department
Task Analysis - Hand Hygiene How is hand hygiene performed? How is hand hygiene performed? ◦ Alcohol hand disinfection (AHD) technique: Cover both hands thoroughly Rub until hands are dry Use a CHW every 5-6 AHDs to get rid of emollient residue ◦ Conventional handwash (CHW) technique: Wet hands, apply 5cc of antimicrobial soap Rub hand surfaces under warm running water for 15-30 seconds. ◦ Other aspects of hand hygiene: Avoid skin dryness or irritation Use hospital-supplied lotions
Task analysis – Surgical “Time-Out” How is Time out performed? How is Time out performed? ◦ Where the procedure will be done ◦ Before starting the procedure. ◦ Entire operative team involved. ◦ Use active communication ◦ Checklist documented: Correct patient identity. Correct side and site. Agreement on the procedure to be done. Patient Allergies If perioperative antibiotics are to be given. Correct patient position
Topics Identified From Content Analysis Topic #1. Why Red Rules? 1. Definition 2. Criteria 3. “Just Culture” approach
Topics Identified From Content Analysis Topic #2. Why hand hygiene? 1. facts about hand washing 2. procedure for hand- washing i. Steps involved ii. when to perform “time-out”
Topics Identified From Content Analysis Topic #3. Why surgical “time-out”? 1. Facts about “time-out” 2. Procedure for “time-out” i. steps involved ii. when to perform “time-out”
Topics Identified From Content Analysis Topic #4. Identifying noncompliance 1. Principle about speaking out! 2. Team members 3. Enforce Process Agreements i. Accept / Legitimize
Learner Analysis Training should take into consideration ◦ Background & experience of learners ◦ Learning styles ◦ Goals of learners ◦ Group characteristics ◦ Level of comfort entering the system Build upon what is known Make it engaging & motivating ◦ Diversity (culture, language, etc.)
Learner Analysis, cont. Online training is primary forum Spanish and English versions provided Paper versions available upon request Some classroom training is available
Evaluation Quarterly Reviews by the Quality Control Department include the following measurements: ◦ # that passed online training ◦ Incidents of peri-operative infections ◦ Incidents of wrong site, wrong side, or wrong patient surgery ◦ Incidents of medication reactions ◦ Self Evaluation surveys ◦ # of lawsuits
Reusable Learning Objects Strategy Mission Statement Reusable Learning Objects Strategy Mission Statement Create an architecture/framework to support RLO's, as well as legacy content, that are searchable and accessible in multiple formats to meet the needs of a demographically diverse and changing workforce.
RLO Strategy Goals ◦ Set the framework for new patient initiatives ◦ Establish components in RLOs ◦ Create a scalable approach to allow for growth of RLOs ◦ Create format-free RLOs to support multiple methods of delivery (i.e. print, on-line, searchable/exploratory, PDA, etc) ◦ Reduce redundant information and efforts
The PHS Red Rules Learning Object Process Author Learning Object Development Storage DeliveryLearner Elements Content Metadata Objectives Search Learning Approach Interactivity Architecture Context Online training Print Instructor led Patient Safety Council Clinical Education and Quality Staff PELLearning Center Staff All Staff
Restrictions on use Changes to business processes Showing return on investment (ROI) The PHS Red Rules Learning Object Process
PHS RLO Hierarchical Structure RLO Delivery Types of Media Supported ◦ PowerPoint presentations ◦ video clips ◦ supporting documents ◦ job aids Static Delivery of Content
PHS System for Collecting Metadata Learning Object Title Content Type Content Subtype Functional Category KeywordsFacility Hand Hygiene TrainingProcedure1.definition 2.demonstration Hand-washing, Red Rules, infection prevention, protocols PHS hospital, PHSClinics, Administrative Center Surgical “Time- Out” TrainingProcedure1. definition 2. demonstration 3. scenario Surgical “time- out,” Red Rules, Wrong side surgery PHS hospital, PHSClinics, Administrative Center
Environment for Learning and Performance Improvement Non-Learning Approaches to Performance Posters on every floor Alcohol-based hand wash and lotion at every patient room Pop-up reminders on electronic record Targeted role models Checklists
Change Management and Communications Patient Safety is one of two initiatives ◦ Red Rules is the vehicle to communicate the Patient Safety expectations “Just Culture” sets the cultural expectations Standards are set for 90% compliance ◦ Compliance is measured RLOs will be used as needed Workforce commitment will be sustained through management oversight Communication and training will be tied
Learning & Performance Leadership Leadership supports Red Rules Common vision & value will be developed through: ◦ All employee training ◦ Refresher training for managers ◦ Communication of benefits & best practices Strategy is to demonstrate use of RLOs and Sharepoint as a Proof of Concept Wins will be shared on the Sharepoint site Governance is managed by Patient Safety Council
Environment for Learning and Performance Improvement Hand Hygiene - Barriers To Learning BarrierSolution Environmental factors 1. Insufficent time 2. Understaffing 3. Lack of access to hand hygiene supplies 1.Alcohol based instant wash 2.Management to reduce understaffing 3.Access at every patient room Self Reported 1 Not thinking about 2 Skin irritation 3 Lack of role model 1.Posters and other media reminders 2.Less irritating product and lotion 3.Experienced staff role models Individual Characteristics 1. Male Physicians 1.Pop-up with electronic records
Environment for Learning and Performance Improvement Evaluation of Performance ◦ Incidents of peri-operative infections ◦ Incidents of wrong site, wrong side, or wrong patient surgery ◦ Incidents of medication reactions ◦ Self Evaluation surveys ◦ # of lawsuits ◦ Monitor volume of alcohol based rub per 1,000 patient-days
Reuse and Repurpose Knowledge (Process Diagram)
Reuse and Repurpose Knowledge (Metadata) Levels of Metadata ◦ RIOs, RLOs, legacy content Consistency Tags Standards
Reuse and Repurpose Knowledge (Metadata Standards) Title Content Type Values (Audit, Bylaws, Clinical Procedure, etc) Content Subtype Values (Member, Patient, Staff, etc) Functional Category Values (Environmental, Marketing, Clinical/Amb Svc, etc) Release Date Facility Values (Dr Office, Hospital, ER, etc) Full-Text Search Words
Red Rules Knowledge Center Objective The objective of the SharePoint portal is to provide a single-source, collaborative, interactive resource for the development of reusable objects (Red Rules) and their implementation at Presbyterian.
Red Rules Knowledge Center Features/Resources Blog/threaded discussion Third party resources/links Identification of experts Announcements RLO objects/documents (in progress and published) Survey for feedback/assessment Calendar (and work/meeting spaces)
Red Rules Knowledge Center Red Rules Knowledge Center