improving your primary care practice: part 2 sue butts-dion improvement advisor institute for...

54
Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant number R18HS019508 from the Agency for Healthcare Research and Quality (AHRQ). The content is solely the responsibility of the authors and does not necessarily

Upload: darlene-harris

Post on 04-Jan-2016

219 views

Category:

Documents


3 download

TRANSCRIPT

Page 1: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Improving Your PrimaryCare Practice: Part 2

Sue Butts-DionImprovement Advisor

Institute for Healthcare Improvement

This project was supported by grant number R18HS019508 from the Agency for Healthcare Research and Quality (AHRQ). The content is solely the responsibility of the authors and does not necessarily represent the official view of the AHRQ.

Page 2: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Learning Objectives

By the end of this module you will be able to: Describe several benefits of “testing small” Describe scaling up tests of change Identify 2 tools all improvers need in their

toolkits

2

Page 3: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Model for Improvement (MFI)

Developed by: Associates in Process Improvement

Model for Improvement What are we… How will we… What changes can we…

3

Page 4: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

ActAdapt? Adopt?

Abandon? What’s the

next cycle?

PlanObjective Questions& predictions (why).Plan to carry out cycle(who/what/where/when). Next cycle?

Study Do Complete the

analysis of the data.Compare data to

Predictions.Summarize

what was learned.

Carry out the plan(on a small scale). Document problemsand unexpectedobservations.Begin analysis.

The PDSA Cycle

W.E. Deming referred to this as the Shewhart Cycle 4

Page 5: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Task (www.thefreedictionary.com)

task  (tsk) n.

1. Piece of work assigned or done as

part of one's duties.

2. Difficult or tedious undertaking.

3. Function to be performed; an objective.

5

Page 6: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Test (www.thefreedictionary.com)

test 1  (tst) n.1. Procedure for critical evaluation; means of determining

the presence, quality, or truth; a trial: test of one's eyesight; subjecting a hypothesis to a test; test of an athlete's endurance.

2. Series of questions, problems, or physical responses designed to determine knowledge, intelligence, or ability.

3. Basis for evaluation or judgment: "A test of democratic government is how Congress and the president work together." (Haynes Johnson)

6

Page 7: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Learning Your Way to Big Results (“Scaling Up”)

7

Hunches Theories

Ideas

Changes That Result in

Improvement

A P

S D

APS

D

A P

S D

D SP ADA

T

A

Very Small Scale Test

Follow-up Tests

Wide-Scale Tests of Change

Implementation of Change

Page 8: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Benefits of “Testing Small”

8

Page 9: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Benefits of “Testing Small”

Simple (easy to learn and adapt)

9

Page 10: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Benefits of “Testing Small”

Simple (easy to learn and adapt) Rapid (short timeframe—minimize

resistance)

10

Page 11: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Benefits of “Testing Small”

Simple (easy to learn and adapt) Rapid (short timeframe—minimize

resistance) Doable (doesn’t impact daily work as much

as a large test or implementation does-make it part of the work)

11

Page 12: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Benefits of “Testing Small”

Simple (easy to learn and adapt) Rapid (short timeframe—minimize

resistance) Doable (doesn’t impact daily work as much

as a large test or implementation does-make it part of the work)

Immediate (results available immediately)

12

Page 13: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Change Idea 1

Change Idea 3

Change Idea 4

Change Idea 2

Change Idea 5

Testing Changes in Multiple Areas

13

Page 14: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

ATKINSON FAMILY PRACTICEA PROMISES PRACTICE:

14

Page 15: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Atkinson Family Practice:4 Simultaneous Test Ideas

15

Page 16: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Atkinson Family Practice:4 Simultaneous Test Ideas

16

Test Idea #1: Pharmacy will not re-contact for scriptswithin 24 hours of first request (unless it is urgent)

Page 17: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Atkinson Family Practice:4 Simultaneous Test Ideas

17

Test Idea #1: Pharmacy will not re-contact for scriptswithin 24 hours of first request (unless it is urgent)Test Idea #2: Practice will write on maintenance scripts:“11 refills” (or 90 days if insurance mandates 90 days)

Page 18: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Atkinson Family Practice:4 Simultaneous Test Ideas

18

Test Idea #1: Pharmacy will not re-contact for scriptswithin 24 hours of first request (unless it is urgent)Test Idea #2: Practice will write on maintenance scripts:“11 refills” (or 90 days if insurance mandates 90 days)Test Idea #3: Practice will educate patients that if theyare told the “script is not there” to ask the pharmacy clerkto check their “patient profile”.

Page 19: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Atkinson Family Practice:4 Simultaneous Test Ideas

19

Test Idea #1: Pharmacy will not re-contact for scriptswithin 24 hours of first request (unless it is urgent)Test Idea #2: Practice will write on maintenance scripts:“11 refills” (or 90 days if insurance mandates 90 days)Test Idea #3: Practice will educate patients that if theyare told the “script is not there” to ask the pharmacy clerkto check their “patient profile”.Test Idea #4: Practice will educate patients that if theycall for auto refill and get an automated voice that says“not authorized” to hang up and call pharmacy back andtalk to a live person

Page 20: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Plan: Question, Prediction, Measure

20

Test Idea #1: Pharmacy will not re-contact for scripts within 24 hours of first request (unless it is urgent)

Page 21: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Plan: Question, Prediction, Measure

21

Test Idea #1: Pharmacy will not re-contact for scripts within 24 hours of first request (unless it is urgent)

Prediction: This agreement would result in:

Page 22: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Plan: Question, Prediction, Measure

22

Test Idea #1: Pharmacy will not re-contact for scripts within 24 hours of first request (unless it is urgent)

Prediction: This agreement would result in:

• Reduced work for the pharmacy

Page 23: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Plan: Question, Prediction, Measure

23

Test Idea #1: Pharmacy will not re-contact for scripts within 24 hours of first request (unless it is urgent)

Prediction: This agreement would result in:

• Reduced work for the pharmacy

• Reduced duplicate refill requests at the practice

Page 24: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Plan: Question, Prediction, Measure

24

Test Idea #1: Pharmacy will not re-contact for scripts within 24 hours of first request (unless it is urgent)

Prediction: This agreement would result in:

• Reduced work for the pharmacy

• Reduced duplicate refill requests at the practice

Measure: Number of duplicate script requests

Page 25: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Plan: The 5 Ws

25

Who – Pharmacy Manager, Michelle

What – Pharmacy changed script request protocol from 3 to 24 hrs

When – Monday through Wednesday

Where – In both call-protocol and fax-protocol

Why – Practice protocol filled non-urgent scripts within 24 hours; sending additional requests added unnecessary paperwork

Page 26: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Do: Everyone’s Tasks

26

Karen, Michelle, Tom: Tried 4 test ideas for 3 days

Karen: Tracked duplicate script requests (those 3 days)

All: Agreed to regroup and share findings

(Maybe there were other ideas to test?)

Page 27: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Study: The Findings

27

Page 28: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Study: The Findings

Calls from local pharmacy dropped by >50%

28

Page 29: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Study: The Findings

Calls from local pharmacy dropped by >50% eFaxes from pharmacy dropped by >50%

29

Page 30: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Study: The Findings

Calls from local pharmacy dropped by >50% eFaxes from pharmacy dropped by >50% Patients were not upset by the new system

30

Page 31: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Study: The Findings

Calls from local pharmacy dropped by >50% eFaxes from pharmacy dropped by >50% Patients were not upset by the new system Staff was not confused by the new system

31

Page 32: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Study: The Findings

Calls from local pharmacy dropped by >50% eFaxes from pharmacy dropped by >50% Patients were not upset by the new system Staff was not confused by the new system Everyone had less work

32

Page 33: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Act: Abandon, Adapt, Adopt?

Actions: Changed workflow with the pharmacy Removed duplicate pharmacy #s from EMR

Results: Duplicate script requests dropped ≥90%

ACTION?

33

Page 34: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Act: Abandon, Adapt, Adopt?

Actions: Changed workflow with the pharmacy Removed duplicate pharmacy #s from EMR

Results: Duplicate script requests dropped ≥90%

34

ADOPT!

Page 35: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Two PDSA Tips

35

YearsQuartersMonthsWeeksDaysHoursMinutes

Hamilton Consulting, LLC & Performance Management Group

ONE-NESS

SCALE DOWN (by 2)

Page 36: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Scaling Up Tests

4. Implementationtesting

1. Early tests are simple and designed to learn then succeed

2. Then test over a variety of conditions to understand scalability and identify weaknesses

3. Later tests are designed to predict and prevent failures

A P

S D

APS

D

A P

S DD SP A

DATA

36

Page 37: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Your Toolkit: Essential Tools

Flow Mapping: How things work nowBrainstorming: Improvement ideas

37

Page 38: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Flow Mapping

“You can’t improve something

you can’t draw a picture of.” -- W. Edwards Deming

38

Page 39: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Brainstorming

Group decision-making technique… Designed to generate many ideas… Through interaction among team members.

39

Page 40: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Brainstorming: How to

40

Page 41: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Brainstorming: How to1. Clarify the brainstorming objective

41

Page 42: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Brainstorming: How to1. Clarify the brainstorming objective

2. Call out ideas in turn around the group

42

Page 43: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Brainstorming: How to1. Clarify the brainstorming objective

2. Call out ideas in turn around the group

3. Record each idea (flip chart, white board, stickies, etc.)

43

Page 44: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Brainstorming: How to1. Clarify the brainstorming objective

2. Call out ideas in turn around the group

3. Record each idea (flip chart, white board, stickies, etc.)

4. Build on and expand the ideas of others

44

Page 45: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Brainstorming: How to1. Clarify the brainstorming objective

2. Call out ideas in turn around the group

3. Record each idea (flip chart, white board, stickies, etc.)

4. Build on and expand the ideas of others

5. Pass when an idea does not come quickly to mind

45

Page 46: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Brainstorming: How to1. Clarify the brainstorming objective

2. Call out ideas in turn around the group

3. Record each idea (flip chart, white board, stickies, etc.)

4. Build on and expand the ideas of others

5. Pass when an idea does not come quickly to mind

6. Generate as long a list as possible

46

Page 47: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Brainstorming: How to1. Clarify the brainstorming objective

2. Call out ideas in turn around the group

3. Record each idea (flip chart, white board, stickies, etc.)

4. Build on and expand the ideas of others

5. Pass when an idea does not come quickly to mind

6. Generate as long a list as possible

7. Resist stopping when ideas slow

47

Page 48: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Brainstorming: How to1. Clarify the brainstorming objective

2. Call out ideas in turn around the group

3. Record each idea (flip chart, white board, stickies, etc.)

4. Build on and expand the ideas of others

5. Pass when an idea does not come quickly to mind

6. Generate as long a list as possible

7. Resist stopping when ideas slow

8. Clarify ideas; eliminate duplicates

48

Page 49: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

What Could You Do Today?

Try this change? TEST IT! Plan * Do * Study * Act Can test be done in 1 hour with 1 patient?

What is your current flow? MAP IT! Brainstorm list of changes. SELECT ONE!

49

Page 50: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Thank You!

Thank you

for your time

and attention today

50

Page 51: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Assessment Question 1:

Name the benefits of testing things on a small scale.a) Rapid

b) Simple

c) Immediate

d) All of the above

51

Page 52: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Assessment Question 2:

What is the suggested chronological order of “scaling up your tests of change”?

w - Implementation, x - Wide scale test

y - Very small scale test, z - Follow up test

a) wxyz

b) xywz

c) yzxw

d) zyxw

52

Page 53: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Assessment Question 3:

List the two tools all improvers need in their toolkit (according to this module).a) Mind mapping and Flow charting

b) Flow Mapping and Brainstorming

c) Brainstorming and Mind Mapping

d) Flow Charting and Brainstorming

53

Page 54: Improving Your Primary Care Practice: Part 2 Sue Butts-Dion Improvement Advisor Institute for Healthcare Improvement This project was supported by grant

Want to learn more?

Be sure to refer to Part 1

54