1. Patient & Family Engagement: a Framework Patient & Family Engagement Planning Committee January 21, 2016 Betsy Currie Marie Dotseth Catherine Schramm Kathy Welte

2. Welcome and Introductions!

3. Virtual Community Feasibility Timeline considerations – Possible within our required timeframe! – Must be functional no later that September 2016 – Acknowledge we could coordinate with leverage during in-person event Budget considerations – Possible within our grant budget – Dollars must be spread across administrative costs, in-person event, and virtual community (website project) Grant requirements – Given use of federal dollars, must be in compliance with Section 508 standards for website use by people with physical, sensory, or cognitive disabilities – Need to incorporate standards in all design and development 3

4. Vendor Selection Sent out Request For Quote to 4 vendors – Cost proposals and responses from 3 vendors Recommendation and Rationale

5. Proposed Idea 5 “ Open Source Guidebook” -structured content by MAPS- selected organizations -then “open source” wiki-type areas for anyone to contribute their work/progress to spread ideas -leveraged at event to post table discussions and exercises real-time Complementary materials and paired tools …definitions, policies, orientation tools etc. MAPS-endorsed or newly created Gap Analysis and Self- Assessment tools Contact Library of willing professionals and patient advisors Organization Interviews “Ask the Engagement Community” listserv MAPS-endorsed other resources/guides Virtual forum to spread ideas and learn

6. The MN Guidebook Get Engaged Local Case Studies Local Sample Materials National Resources News and Events Why PFE Impacts Quality and Safety Leadership and Staff Commitment to PFE Board and Executive Leadership PFE Coordinators and Leaders Preparing Staff and Clinicians Patient Partner Particulars Patients: Am I ready to serve? Organizations: Recruiting and Selecting Orienting Patient Partners Opportunities to work with patient partners Quality and Safety Committees Root Cause Analysis Short-term safety projects Patient and Family Advisory Councils Sustaining Efforts Measuring Success Starts with series of “blog posts” in structured topical areas E.g. “recruiting diverse patient partners to serve,” “sitting on a safety committee” Use in-person event to further create and contribute content If traction, open some sections for “wiki-type” areas for anyone to contribute work and ideas

7. Assessments your organization’s engagement efforts personal readiness to serve as a patient partner Ask our community a question Contact patient partner PFE health professional Enlist a speaker Serve on an organization’s committee When possible and with permission, link to individuals public profiles on sites like LinkedIn The MN Guidebook Get Engaged Local Case Studies Local Sample Materials National Resources News and Events

8. Allina “Creating an e-advisor program” Essentia Health System “Creating multiple committees across a system” ElimCare “Coordinating your resident, family, and quality councils” Entira Clinics “Patients on your patient safety committee” CentraCare Childrens Hospitals and Clinics Healthpartners Region’s Hospital Mayo Clinic Lakewood “Using technology to advance engagement” Perham Living University of MN Medical Center DRAFT and PLACEHOLDERS ONLY The MN Guidebook Get Engaged Local Case Studies Local Sample Materials National Resources News and Events

9. Definitions Mission Statements Council Charters Sample Meeting Agendas Patient Orientation and Training Staff Orientation and Training The MN Guidebook Get Engaged Local Case Studies Local Sample Materials National Resources News and Events

10. Not-for Profits Institute for Patient and Family-Centered Care A mini toolkit, “Partnering with Patients and Families to enhance Safety and Quality” Gordon and Betty Moore Foundation with AIR’s Center for Patient and Consumer Engagement “A roadmap for patient and family engagement in healthcare” National Patient Safety Foundation (NPSF) Consumers Advancing Patient Safety (CAPS) “Building the future for patient safety: developing consumer champions, a workshop and resource guide” Center for Advancing Health; focused more at the individual level National Quality Forum (NQF); focused more at the individual level Professional Associations HRET/AHA Partnering to Improve Quality and Safety: a framework for working with patient and family advisors” Private Organizations Beryl Institute Planetree Government CMS; many tools focused at the individual level CMS AHRQ “Guide to Patient and Family Engagement” AHRQ Innovation Exchange Engagement Case Studies Relevant Publications for PFE and Quality/Safety Lucian Leape Institute, “Safety is Personal” include a checklist for engagement, not suited for a “how-to” guide BMJ Study publication, “Patient and Family Engagement: a survey of US Hospitals” DRAFT and PLACEHOLDERS ONLY The MN Guidebook Get Engaged Local Case Studies Local Sample Materials National Resources News and Events

11. MAPS event MHA events National news articles The MN Guidebook Get Engaged Local Case Studies Local Sample Materials National Resources News and Events

12. Utilizing and Building upon “Include Always” MHA and MAPS have discussed that MAPS’s virtual community and in- person event could benefit from adopting and building upon the “Include Always” work, slogan, and logo – Advances and accelerates the work across all care settings – Gives patients a familiar sense of engagement across settings – Provides an important identity building block for MAPS’s work 12

13. Discussion 13 Extending and building upon Include Always Will be soliciting via email: – Ideas for major “MN Guidebook” topic areas – Case Studies – The start of national “Resources” listing

14. Event Planning Initial thoughts for in-person event – Partnership with MHA – Audience – Timing – Potential speakers 14

15. Next Steps Next Meeting(s) Thank You! 15