Laurie Herndon, MSN, GNP Director of Clinical Quality Massachusetts Senior Care Foundation SBAR Communication Form and Progress Note The development and evaluation of the INTERACT quality improvement program and Curriculum are supported by grants from the Retirement Research Foundation and The Commonwealth Fund INTERACT Curriculum Session 4

 If you are participating in a teleconference proceed to the next slide for instructions  If you are reviewing this session as a self- learning activity:  Proceed to slide # 4  Click the speaker at the bottom of each slide to listen to the audio  If you do not have audio, click on “View” on the toolbar, and select “Normal” to view the text below each slide – if necessary select “Zoom” to make all of the slide and text visible. INTERACT Curriculum Session 4

Teleconference Instructions Call in Number Conference Code # During the call, please mute your line Press * 6 To un-mute your line Press # 6 If the leader is not on the call when you call in, please wait INTERACT Curriculum Session 4

Welcome and Introductions SBAR: Purpose and Implementation Strategies This session is designed for the entire interdisciplinary team, including the: Project champion and co-champion DON, key RNs and LPNs Medical director, primary care MDs, and NPs/PAs

SBAR: Purpose and Implementation Strategies  Laurie Herndon is a Gerontological Nurse Practitioner at Fallon Clinic in Worcester MA. She received her Master of Science in Nursing at Simmons College. She is currently the Director for Clinical Quality at Massachusetts Senior Care Foundation.  Laurie has worked as a project consultant for a number of New England Quality Improvement Organizations on topics including Depression, Falls, and Medication Management.  She holds a clinical faculty position at the University of Massachusetts Graduate School of Nursing in Worcester where she served as the project coordinator for CoGEMS: Comprehensive Geriatric Education and Mentoring Across Settings

The INTERACT Interdisciplinary Team Laurie Herndon, GNP Mass Senior Care Foundation Gerri Lamb, PhD, RN, FAAN Arizona State University Ruth Tappen, EdD, RN, FAAN Florida Atlantic University Sanya Diaz, MD Florida Atlantic University John Schnelle, PhD Vanderbilt University Sandra Simmons, PhD Vanderbilt University Annie Rahman, MSW Miami University Jo Taylor, RN, MPH The Carolinas Center for Medical Excellence Alice Bonner, PhD, GNP Center for Medicare and Medicaid Services In collaboration with participating nursing homes SBAR: Purpose and Implementation Strategies

Before You Begin  Download and print the SBAR from the INTERACT II website (  Click on INTERACT Tools  Click on SBAR Communication and Progress Note SBAR: Purpose and Implementation Strategies

 Describe the purpose of the SBAR Communication and Progress Note  Identify two strategies for implementing the SBAR What this session will cover SBAR: Purpose and Implementation Strategies

Pre Session #4 Quiz  Please complete the Pre-Session Quiz  If you take the Quiz in a paper and pencil format, please make sure your facility champion or co- champion gets a copy  If you are reviewing this session on-line, you can take the on-line Quiz, or take the Quiz using a hard copy obtained from your facility champion or co- champion, and return it to them SBAR: Purpose and Implementation Strategies

Homework Review SBAR: Purpose and Implementation Strategies

The Purpose of the SBAR  Improve communication  Consistent language  Standardized criteria  Clear guidelines  Communication that is efficient  Communication that is effective SBAR: Purpose and Implementation Strategies

SBAR is a tool for LPNs and RNs to evaluate changes in the resident’s condition AND communicate them to the MD/NP/PA AND document them

SBAR: Purpose and Implementation Strategies

Case Study : Mrs. Jones SBAR: Purpose and Implementation Strategies

Getting a comprehensive history: Who to involve Other staff members including:  CNA  Rehab staff  Social Workers  Activities  Family member  Health Care Proxy SBAR: Purpose and Implementation Strategies

SBAR: Purpose and Implementation Strategies Case Study : Mrs. Jones

SBAR: Purpose and Implementation Strategies Case Study : Mrs. Jones

SBAR: Purpose and Implementation Strategies

Progress Note SBAR: Purpose and Implementation Strategies

Video Clip SBAR: Purpose and Implementation Strategies

Implementing the SBAR within the culture of your nursing home SBAR: Purpose and Implementation Strategies

Implementation Strategy Training Tip: Making the case for SBAR  Assists nurse in organizing and articulating their assessment  Easily alerts all providers about a change in condition  Enhances shift to shift communication  Can be copied and sent to ER with resident SBAR: Purpose and Implementation Strategies

 Start on one unit  Individual vs. group training sessions  Daily reminders  Engage the medical director  Include as part of orientation  Can track “near misses” SBAR: Purpose and Implementation Strategies

Homework (1)  Select two implementation strategies from suggestions provided (One strategy must include getting started with the SBAR on at least one unit)  Implement the SBAR on at least one unit with at least one nurse for the next two weeks SBAR: Purpose and Implementation Strategies

Homework (2)  Prior to the next call, ask staff who have been using the SBAR for the following feedback:  How has using the SBAR influenced your conversations with MDs/NPs/PAs when you are calling them about a change in a resident condition  Do you have any questions or suggestions about the SBAR?  For the next call, be prepared to take 1-2 minutes to share:  Which two implementation strategies you selected  Feedback from the staff SBAR: Purpose and Implementation Strategies

 Un-mute the line:Press # 6 Please re-mute your line after talking: Press * 6  Questions and suggestions on Session 4 can also be directed to Laurie Herndon by at: Please insert in the Subject Line: “Question about the INTERACT Curriculum” For teleconference participants: Questions, Suggestions, Comments? SBAR: Purpose and Implementation Strategies

Session 5: Care Paths and Change in Condition File Cards The Next Session  The topic and participants are listed below  For teleconference participants, check the date and time for the next session  Champion  DON  Key RNs, LPNs  Medical Director  Key MDs, NPs/PAs SBAR: Purpose and Implementation Strategies

 Please complete the Post-Session Quiz and Evaluation  If you take the Quiz and complete the Evaluation in a paper and pencil format, please make sure your facility champion or co-champion gets a copy  If you are reviewing this session on-line, you can take the on-line Quiz and complete the evaluation on-line. Post-Session #4 Quiz and Evaluation SBAR: Purpose and Implementation Strategies