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Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization Physician Goal Setting & Feedback Jeff Morris MD, MBA, FACS: Physician Coach & National Speaker Studer Group

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Page 1: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Physician Goal Setting & Feedback

Jeff Morris MD, MBA, FACS:

Physician Coach & National Speaker

Studer Group

Page 2: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Physicians “Must Haves” ®

• Involve Physicians in Goal Setting & Skill

Building

• Round on Physicians

• Focus, Fix, Follow Up

• AIDET® (Enhanced Communication Skills)

• Reward & Recognize

Page 3: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Page 4: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Page 5: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Croskerry P. The feedback sanction. Academic Emergency Med 2000.

Decision

Making

Process

Maintain

Calibration

Unfavorable

Re-calibrate

Outcome

Physician

Favorable

Clinical Feedback

Page 6: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Decision

Making

Process

Maintain

Calibration

Unknown

Unfavorable

Re-calibrate

Outcome

Physician

Favorable

Clinical Feedback

Page 7: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Decision

Making

Process

Maintain

Calibration

Unknown

Unfavorable

Re-calibrate

Outcome

Physician

Favorable

Croskerry P. The feedback

sanction. Academic Emergency

Medicine. 2000.

Clinical Feedback

Page 8: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Data Feedback

Page 9: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Data Overload

Page 10: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Data Transparency

Page 11: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Data Transparency

Page 12: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Data Transparency

Page 13: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Data Transparency

Page 14: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Data Feedback & Transparency

Vivian S. Lee, Ph.D., M.D.,

M.B.A.

Senior Vice President, University

Health Sciences

CEO, University of Utah Health

Care

Dean, School of Medicine

In 2013, she pushed the system to embrace

an unprecedented level of transparency,

and University of Utah became the first

AMC to publish its Press-Ganey surveys

online, complete with patient comments

and an accessible five-star ranking

system. What I couldn’t have even

imagined 10 years ago was now happening.

The culture had shifted organically.

That level of transparency pushed the

system’s performance even higher. Last

quarter, University of Utah Health Care

ranked in the 90th percentile. (A. Lorris

Betz, M.D., Ph.D.)

Page 15: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

“People wish to be settled; but only as far as they are unsettled, is there any hope for them.”

Ralph Waldo Emerson

Page 16: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

It’s Uncomfortable

Source: Abraham Maslow; 1940; “Four Stages for Learning Any New

Skill””; Gordon Training International by Noel Burch; 1970

Unconsciously

skilled

Consciously

skilled

Unconsciou

sly unskilled

Consciously

unskilled

Page 17: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Time

Performance

Expert

Experienced

Page 18: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

“Personal Best”

Atul Gawande

The New Yorker (2011)

Coaching in pro sports

……… holds that, no

matter how well

prepared people are in

their formative years,

few can achieve and

maintain their best

performance on their

own.

Page 19: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Data Overload

Page 20: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Page 21: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Presumes that physician leaders:

•Understand the data

•Have had some general training on

providing and receiving feedback

•Can articulate clear expectations

•Have a “bank” of positive feedback

21

Prerequisites / Assumptions

Page 22: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Page 23: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

It is about getting a message across that

we want others to hear and be receptive

to.

Page 24: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

• Collegial

• Brief

• Focused on wins/positive

• Supportive/appreciative

• Engaging

• Information

• Constructive (focus on development)

• Action/Outcomes-based

• Honest

24

Attributes of a Successful Feedback Meeting

Page 25: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

How to give feedback

•Be specific - don’t be too general

•Your feedback is a gift – position it positively.

•Have a vision of what success looks like and

coach to that vision and expected behaviors

•Provide solutions / resources

•Be prepared to provide ongoing feedback

•Summarize with what is the one thing to focus on

for improvement

Page 26: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization26

INVEST

I

N

V

E

S

T

Introduce

Narrate

Validate

Explain

Support

Thank You

Page 27: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

•Create a personal connection

•Outline purpose of the conversation

•Ask for insight

•What is your understanding of what this is?

•How do we ensure that you get the most

out of this conversation?

27

I Introduce

Page 28: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

•Provide a framework for the conversation,

including:

•How long the conversation will last

•Verbal agenda

28

N Narrate

Page 29: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

•Elicit self-assessment

•Which of these are you doing best on?

•Validate using report card

29

V Validate

Page 30: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

• Review individual’s data

• Walk through each measure (e.g. quality, production,

patient experience)

• Do you agree or disagree with what’s been

reported?

• Clarify questions raised about the data

• Dispel misinformation as to what data mean

30

E Explain

Page 31: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

• Share leading practices, resources, and support

available.

• Begin action planning:

• What did you learn?

• What will you do with it?

• What is one this you plan to do differently?

• Confirm mutual commitment (support and action)

31

S Support

Page 32: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

• Display gratitude

• Insert a specific item that the provider does well and

that you are grateful for (commitment to patient care,

role modeling standards, openness to having

constructive conversation)

• Thank you for taking the time for this conversation.

32

T Thank You

Page 33: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization33

Page 34: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Primary Care Provider

Increase Employee

Satisfaction within

Practice to 85th

percentile

Increase CG-CAHPS to 80th

percentile in 3/5

composites

Increase number of

billable patient

encounters to 3,400

Generate 4,600

median work RVUs

Increase elderly

annual flu show

vaccine rate to 85%

People10%

Growth 20%

Finance 15%

Quality 35%

Service 20%

Page 35: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Integrated Skills Labs

• Excellent Diagnostic & Learning Tool

• Connects back to the “WHY”

• Involves all members of the team

• Breaks down silo-thinking

• Fun and “safe” environment

• Shares best-practices that already

exist

• Identifies OFIs

Page 36: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Data Overload

Page 37: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

"Life isn't about waiting for the storm to pass...

….. It's about learning to dance in the rain.”

Vivian Greene

Page 38: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Jeff Morris MD, MBA, FACS:

Physician Coach & National Speaker

Studer Group

Insert

Your

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Here

EVALUATION REMINDER:

We want your feedback to get better. Please

remember to take the session evaluation. Thank you!

Page 39: Physician Goal Setting & Feedback - Amazon S3...Dean, School of Medicine In 2013, she pushed the system to embrace an unprecedented level of transparency, and University of Utah became

Copyright © 2016 Studer Group. Please do not quote or disseminate without Studer Group authorization

Next Presentation:

Physician - Patient Communication: Skill Building

Dan Smith MD, FACEP

Medical Director

StuderGroup