observations in the or gateway to a culture of patient safety! allison muniak carol-anne moulton

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Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

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Page 1: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Observations in the OR

Gateway to a Culture of Patient Safety!

Allison MuniakCarol-Anne Moulton

Page 2: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton
Page 3: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

What are observations?

A data collection method used to gather detailed information about a situation, event, workflow and used to describe the setting, activities, participants, and the meaning of the observations from the observer's perspective (Patton, 2002).

Page 4: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Why Observe?

• What is happening?– Exploration / Curiosity

• How is it happening?– Workflow and Task Analysis

• Is it happening correctly?– Auditing / Compliance

Page 5: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

How are observations occurring in your current work environment?

Have you been observed?

Have you been an observer?

Page 6: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

When to observe?

• Technical assessment• Teaching / Competency• What am I not seeing in my OR?• Team observations and interactions• Overall system interactions

Page 7: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Advantages

• Can observe what people actually do or say, rather than what they say they do.

• See real life situations, allowing us to access the context and meaning surrounding what people say and do.

Page 8: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

14 Operating Rooms in BC

Percentage of OR caregivers reporting “High” or “Very High” levels of communication and collaboration with other OR caregivers across 14 participating hospitals

Page 9: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Disadvantages

• Hawthorne Effect – role of the observer and what effect he or she has on the people and situations observed.

• Perception Bias / Subjectivity• Time-consuming• Ethical dilemmas inherent in observing real life

situations for research purposes.

Page 10: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton
Page 11: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Ins /Outs

• Introduce observers into the OR• Minimize ‘Hawthorne Effect’• 22 cases across specialties

Page 12: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

How did we do this?

• Two ‘researchers’– Anyone can do this!

• Basic paper tool to measure– Time (15 min increments)– Main door– Core door– Role (A1, S1, N1, N2, etc.)– Classification

Page 13: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Phase I

• 22 cases• Identified role, door, ‘intention’• 1929 counts of ins and outs• Surgical Safety Checklist

– Incomplete– Safety Huddle

Page 14: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Average Total

67.2 ins/outs per hour

Range32.6 – 127.4 ins/outs per hour

Page 15: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton
Page 16: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Carol Anne

Page 17: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Resistance to Observation / Coaching

• People want to be autonomous

• People want to manage their own image and not deal with potential criticism

• People think they are good enough

Page 18: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton
Page 19: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

https://www.youtube.com/watch?v=Ahg6qcgoay4

Page 20: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Inattentional Blindness

• Visual perception of unexpected objects• The failure to notice a fully-visible, but

unexpected object because attention was engaged on another task, event, or object.

(Arien Mack and Irvin Rock, 1999)

https://www.youtube.com/watch?v=Ahg6qcgoay4

Page 21: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

How to observe like you’re not observing?

Page 22: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

What would a poor observation look like?

Page 23: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

• How do you ‘show up’? What are you wearing?• Blending in (no clipboards!)• Clarifying why you are there• Awareness of bias and Hawthorne Effect• Situation awareness

How to observe like you’re not observing?

Page 25: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Observe confusion - how many times does a someone look confused?

Page 27: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

About the clip…

• What did you see and experience in this movie?

• What went well? • What could have gone better?• Was communication clear?• Were roles and responsibilities understood?• Were errors made or avoided?

Page 28: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton
Page 29: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

• Get into groups of 3• Observer, story-teller, listener• The story-teller will have 5 minutes to share their

story to the listener.• The listener can respond through the story any way

they see fit (just listening, asking questions, clarifying, etc).

• The observer can observe the story-teller, the listener, or both.

• The observer will have 5 minutes to discuss what was observed with the listener and story-teller.– Note communication style, non-verbal body language, or

anything else you find interesting that you observed.

Page 30: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Power Distance Index

The higher the power distance in a culture, the less likely those in subordinate roles will question the actions or directions of individuals in authority.

“Power distance is the extent to which the less powerful members of organizations and institutions accept and expect that power is distributed unequally.”

Page 31: Observations in the OR Gateway to a Culture of Patient Safety! Allison Muniak Carol-Anne Moulton

Questions to ask yourself?

• Are you aware of how others react to you? • Do they start or stop talking when you enter

the room? • Do you feel you cannot talk to higher levels in

the organization without permission.• Does your organization encourage the use of

titles and position