joseph ouslander, md florida atlantic university

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© Florida Atlantic University 2 Joseph Ouslander, MD Florida Atlantic University Gerri Lamb, PhD, RN, FAAN Arizona State University Laurie Herndon, GNP Mass Senior Care Ruth Tappen, EdD, RN, FAAN Florida Atlantic University Jo Taylor, RN, MPH The Carolinas Center for Medical Excellence Putting the Tools to Work in Everyday Practice

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Putting the Tools to Work in Everyday Practice. Joseph Ouslander, MD Florida Atlantic University Gerri Lamb, PhD, RN, FAAN Arizona State University Laurie Herndon, GNP Mass Senior Care Ruth Tappen, EdD, RN, FAAN Florida Atlantic University - PowerPoint PPT Presentation

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Page 1: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Joseph Ouslander, MD Florida Atlantic University

Gerri Lamb, PhD, RN, FAAN Arizona State University

Laurie Herndon, GNP Mass Senior Care

Ruth Tappen, EdD, RN, FAAN Florida Atlantic University

Jo Taylor, RN, MPH The Carolinas Center for Medical Excellence

Putting the Tools to Work in Everyday Practice

Page 2: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Objectives

Describe the purpose and use of: Stop and Watch SBAR Communication Form and

Progress Note Decision Support Tools

Change in Condition File Cards Care Paths

Putting the Tools to Work in Everyday Practice

Page 3: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Do any of you use the Stop and Watch Tool? What is

your experience?

Page 4: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Purpose of “Stop and Watch”

To guide frontline staff through a brief review of early changes in the resident’s condition

To improve communication between frontline staff and the nurse in charge

Putting the Tools to Work in Everyday Practice

Page 5: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Video Clip

Examples of poor communication between CNA and licensed nurse, and improved

communication using the Stop and Watch Tool

Putting the Tools to Work in Everyday Practice

Page 6: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Stop and Watch helps frontline staff identify important changes in the resident’s condition

Who is frontline staff? CNA’s and other nursing staff, rehab therapists,

dietary staff, housekeeping staff, activities staff and any staff member with direct resident contact

Family members may also contribute valuable observations

Putting the Tools to Work in Everyday Practice

Page 7: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Changes in mental status – sleepy, confused, agitated, anxious

Changes in physical status – problems with walking, transferring

Changes in function – problems with ADL’s Changes in behavior – wandering, combative,

yelling, verbal or physical aggression Changes in pain level

What early changes in condition should be reported?

Putting the Tools to Work in Everyday Practice

Page 8: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Stop and Watch is the primary method forCNAs to alert the LPN/RNs of changes in the resident’s conditionand for the nurse to hear what the CNAs have to say.

Putting the Tools to Work in Everyday Practice

Page 9: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Important changes to report are: Actions or behaviors that are not part

of the resident’s normal routine A change from the resident’s usual

condition

Recognizing Changes in Condition

Putting the Tools to Work in Everyday Practice

Page 10: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Your Eyes Are the Best

Frontline staff: Know the resident best See changes in condition first Should identify important changes in

the resident’s condition during their normal care routine

Must be empowered to communicate what they know and see

Putting the Tools to Work in Everyday Practice

Page 11: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

It helps … The staff know what kinds of changes to

report The nurse understand what you have to

say is important and when to take action

“Stop and Watch” is a great way to communicate changes

Putting the Tools to Work in Everyday Practice

Page 12: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Unit nurses are busy giving medications

and taking physician orders

CNA’s are busy giving direct care

“Stop and Watch”reporting can help

close the gap!

Putting the Tools to Work in Everyday Practice

Page 13: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Instructions for “Stop and Watch”

If you have identified an important change while caring for a resident today, please circle the change and discuss it with the charge nurse before the end of your shift.

More than one change may be marked on the same form

Putting the Tools to Work in Everyday Practice

Page 14: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

S eems different than usual Not their usual self? Change in personality or behavior?

T alks or communicates less than usual Quieter? Drowsier? Confused? Altered speech?

O verall needs more help than usual Needs more assistance? Changes in gait, transfer or

balance?

P articipated in activities less than usual Withdrawn? Decline in ADL’s? Change in normal routine?

Putting the Tools to Work in Everyday Practice

Page 15: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Ate less than usual

(Not because of dislike of food)

NDrank less than usual

Putting the Tools to Work in Everyday Practice

Page 16: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

W eight change

A gitated or nervous more than usual

T ired, weak, confused or drowsy

C hange in skin color or condition

H elp with walking, transferring, toileting more than usual

Putting the Tools to Work in Everyday Practice

Page 17: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Instructions: “Stop and Watch”

Staff ____________________________

Reported to ______________________

Date __/__/__ Time ____________

Putting the Tools to Work in Everyday Practice

Page 18: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

The 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

Putting the Tools to Work in Everyday Practice

Page 19: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Video Clip

Example of how good evaluation and communication using SBAR can prevent an

acute care transfer and hospitalization

Putting the Tools to Work in Everyday Practice

Page 20: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Purpose of the SBAR Communication Form and Progress Note

Improve communication Standardized evaluation Consistent language Communication that is efficient

and effective Documentation that is thorough

and focused

Putting the Tools to Work in Everyday Practice

Page 21: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 22: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 23: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Getting a comprehensive history: Who to involve

CNAs Social Workers Rehab, Activities, Dietary Other staff Family members

Putting the Tools to Work in Everyday Practice

Page 24: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 25: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 26: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 27: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Progress Note

Putting the Tools to Work in Everyday Practice

Page 28: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Making the Case for SBAR Assists nurses in organizing their evaluation

Improves communication with MDs/NPs/PAs

Improves shift to shift communication

Alerts all providers about a change in condition

Enhances documentation

Can be copied and sent to ER with resident

Putting the Tools to Work in Everyday Practice

Page 29: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Do any of you use the SBAR? What is your experience?

Page 30: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

INTERACT Decision Support Tools:Care Paths and Change in Condition File Cards

Putting the Tools to Work in Everyday Practice

Page 31: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

The INTERACT Care Paths and Change in Condition File Cards are decision support tools

Available for guidance when changes in status or specific symptoms and signs occur

Putting the Tools to Work in Everyday Practice

Page 32: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

The Change in Condition File Cards and Care Paths help guide decisions about:

Further evaluation of changes in condition When to communicate with the MD/NP/PA When to consider transfer to the hospital How to manage some conditions in the NH

Putting the Tools to Work in Everyday Practice

Page 33: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Who Uses the INTERACT Decision Support Tools?

RN’s LPN’s Nurse supervisors Nurse educators MDs, NPs, PAs

Putting the Tools to Work in Everyday Practice

Page 34: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

The Care Paths and Change in Condition File Cards are meant to be used with other tools

The change in condition or new symptom or sign may have been noted using the Stop and Watch Tool

Nurses should consider completing an SBAR Form and Progress Note using guidance from these tools

Putting the Tools to Work in Everyday Practice

Page 35: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

The INTERACT decision support tools are based on established clinical guidelines published by several national professional organizations

Most are based on expert opinion because we lack definitive scientific clinical trials

Putting the Tools to Work in Everyday Practice

Page 36: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Recommendations in the INTERACT Care Paths and Change in Condition File Cards are not fixed in stone They are meant to guide decision making, not

dictate it Your clinical team may choose to modify specific

recommendations The systematic, clearly defined approach to

symptoms and signs is more important than the specific recommendations

Putting the Tools to Work in Everyday Practice

Page 37: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

The INTERACT Change in Condition File Cards include recommendations

Immediate vs. non-immediate notification for specific:

Vital signs Lab results Symptoms and signs

Putting the Tools to Work in Everyday Practice

Page 38: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

The INTERACT Change in Condition File Cards:

The case of Mrs. S: a classic case that illustrates their purpose

Putting the Tools to Work in Everyday Practice

Page 39: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 40: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 41: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 42: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Using the Change in Condition File Cards

Staff education to develop critical thinking skills Nurse educators and managers use Change of

Condition File Cards when teaching staff nurses who are assessing a resident’s change in condition

Strategies 5-minute huddle on the unit Morning stand-up meeting Report between shifts

Putting the Tools to Work in Everyday Practice

Page 43: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

The INTERACT Care Paths focus on 6 conditions that are: Common reasons for hospital

transfer Often manageable in the

nursing home Frequent causes of potentially

avoidable and preventable transfers or hospitalizations

The INTERACT Care Paths : Acute mental status

change Fever Dehydration Symptoms of CHF Symptoms of Lower

Respiratory Illness Symptoms of UTI

Putting the Tools to Work in Everyday Practice

Page 44: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

INTERACT Care Paths

All structured the same way Provide guidance on when to

notify the MD/NP/PA consistent with File Cards

Suggest evaluation strategies Provide recommendations for

management and monitoring in the facility

Putting the Tools to Work in Everyday Practice

Page 45: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 46: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 47: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 48: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 49: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 50: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Putting the Tools to Work in Everyday Practice

Page 51: Joseph Ouslander, MD                Florida Atlantic University

© Florida Atlantic University 2011

Questions? Comments? Suggestions?

[email protected]

Putting the Tools to Work in Everyday Practice