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SK Falls - Learning Session 1B - Safer Healthcare Now!

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<strong>Learning</strong> <strong>Session</strong> <strong>1B</strong><br />

Thursday June 2, 2011<br />

9:00 a.m. – 12:00 p.m.


Welcome Back!<br />

Linda Restau and Laurie Weiman<br />

Ministry of Health


Collaborative Planning & Support Team<br />

Dr. Jenny Basran, Collaborative co-Chair and Clinical Leader<br />

Head & Assistant Professor, Division of Geriatric Medicine<br />

College of Medicine, University of Saskatchewan<br />

Geriatrician, Saskatoon Health Region<br />

Linda Restau, Collaborative co-Chair<br />

Saskatchewan Ministry of Health<br />

Laurie Weiman, Collaborative co-Chair<br />

Saskatchewan Ministry of Health<br />

Debra-Jane Wright, Health Quality Council<br />

Bruce Harries, Collaborative Strategic Advisor, Improvement<br />

Associates Ltd<br />

4-Jun-12<br />

Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 3


Collaborative Planning & Support Team<br />

Leanne Couves, Collaborative Director, Improvement<br />

Associates Ltd.<br />

Tanis Rollefstad, Safety and Improvement Advisor, <strong>Safer</strong><br />

<strong>Healthcare</strong> <strong>Now</strong>! Western Region<br />

Angela Thiessen, Administrative & Technical Support, <strong>Safer</strong><br />

<strong>Healthcare</strong> <strong>Now</strong>! Western Region<br />

Nadine Glenn, Safety and Improvement Advisor, <strong>Safer</strong><br />

<strong>Healthcare</strong> <strong>Now</strong>! Western Region<br />

Melissa Pope, Event Coordinator<br />

4-Jun-12<br />

Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 4


Collaborative Faculty<br />

Jody Rice, BScPT, Senior Physiotherapist Cypress Health<br />

Region<br />

Dr. Jane Richardson, BSP, PhD, FCSHP, Coordinator,<br />

Clinical Pharmacy Services, Saskatoon Health Region<br />

Dale Ternes, RN, BScN, Care Team Manager, Home<br />

Care Heartland Health Region<br />

4-Jun-12<br />

Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 5


Collaborative Faculty<br />

Shanthi Johnson, PhD, RD, FDC, FACSM Professor and<br />

Associate Dean (Graduate Studies & Research) Faculty of<br />

Kinesiology & Health Studies Research Faculty, Saskatchewan<br />

Population Health & Evaluation Research Unit<br />

Cara Christian, Home Health Aide Regina Qu’Appelle Health<br />

Region<br />

Anita Meszaros, Occupational Therapist Kelsey Trail Health<br />

Region<br />

Patti Leugner, Special-Care Aide Pioneer Lodge Five Hills<br />

Health Region<br />

4-Jun-12<br />

Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 6


Aim of the <strong>Falls</strong> Collaborative<br />

• Aim – reduce falls and injury from falls<br />

among long-term care residents and home<br />

care clients by at least 20% by March 2012.<br />

4-Jun-12 7


Objectives for Today’s <strong>Session</strong><br />

By the end of this sessions, participants will:<br />

• Review charters from <strong>Learning</strong> <strong>Session</strong> 1-A<br />

• Learn more about measurement for<br />

improvement<br />

• Plan first test cycle using change concepts<br />

from LS1-A<br />

• Understand how you will be supported and<br />

activities planned before <strong>Learning</strong> <strong>Session</strong> 2


Some feedback from LS1-A Poll<br />

• Useful:<br />

– Ideas to reduce falls e.g. Vitamin D<br />

– Model for Improvement<br />

– Examples<br />

– Discussions<br />

• To Improve:<br />

– From “shorten” to “need more time” – balance!<br />

– Interaction <br />

– More time to work in our teams <br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 9


Today’s Agenda<br />

Handout:<br />

• Review Collaborative Charters<br />

• Measurement for Improvement<br />

• Reporting – SHN & Monthly Reports<br />

• Break<br />

• Change Concepts & Ideas for Improvement<br />

• Model for Improvement (Part 2)<br />

• Action Period Activities, Assignments & Support<br />

• Summary<br />

4-Jun-12 10


Review Technology<br />

Tanis Rollefstad<br />

Safety and Improvement Advisor,<br />

<strong>Safer</strong> <strong>Healthcare</strong> <strong>Now</strong>!


Interacting in WebEx: Today’s Tools<br />

A few things on WebEx have<br />

Changed!<br />

Be prepared to use:<br />

- Pointer<br />

- Raise hand<br />

- CHAT<br />

4-Jun-12 12


Who is Online from Long Term Care<br />

Type Team Member Names Here Today:<br />

Extendicare Preston (Saskatoon)<br />

Extendicare Parkside (Regina Qu’Appelle)<br />

Kelvindell Lodge (Kelsey Trail)<br />

Last Mountain Pioneer Home (Saskatoon)<br />

LutherCare Communities (Saskatoon)<br />

Moose Mountain Lodge (Sun Country)<br />

Oliver Lodge (Saskatoon)<br />

Parkridge Centre (Saskatoon)<br />

Pioneer Lodge (Five Hills)<br />

Pleasant View Care Home/Wadena Integrated Facility (Saskatoon)<br />

Prairie North Health Authority<br />

Providence Place (Five Hills)<br />

Quill Plains Centennial Lodge and Health Center (Saskatoon)<br />

Regina Lutheran Home (Regina Qu’Appelle)<br />

Ross Payant Nursing Home (Five Hills)<br />

Saskatoon Health Region<br />

Sherbrooke Community Centre (Saskatoon)<br />

Stensrud Lodge (Saskatoon)<br />

Sunrise Health Region<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 13


Who is Online from Home Care<br />

Team Member Names Here Today:<br />

Athabasca Health Authority<br />

Cypress Health Region (Home care/EMS)<br />

Cypress Health Region (Accreditation Team)<br />

Five Hills Health Region-Home Care<br />

Regina Qu`Appelle Health Region<br />

Saskatoon Health Region - Home Care<br />

Sun Country Health Region<br />

Sunrise Health Region Home Care<br />

Anyone Else?<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 14


Reflection from LS1-A<br />

Use “Chat to All Participants”<br />

What was an a-ha moment?<br />

Or<br />

One activity since LS1-A?


Review Collaborative Charters<br />

Nadine Glenn<br />

Safety and Improvement Advisor,<br />

<strong>Safer</strong> <strong>Healthcare</strong> <strong>Now</strong>!


Some Key Points<br />

Project Name:<br />

Team Members:<br />

Team Sponsor:<br />

WHAT ARE WE TRYING TO ACCOMPLISH?<br />

HOW WILL WE KNOW A CHANGE IS<br />

AN IMPROVEMENT?<br />

Purpose of Project<br />

Scope & Boundaries<br />

Improvement Objectives<br />

Measures<br />

•<br />

•<br />

•<br />

•<br />

•<br />

•<br />

Improvement Charter<br />

• What are your goals for next 10 mths?<br />

• Specific objectives?<br />

• What resident or client population will<br />

your team focus on?<br />

• Do you have any constraints?<br />

Current Performance<br />

1.<br />

2.<br />

3.<br />

4.<br />

5.<br />

6.<br />

Goals<br />

1.<br />

2.<br />

3.<br />

4.<br />

5.<br />

6.<br />

• How will your team measure progress<br />

towards your aim? Objectives?<br />

• What data do we have? What data will we<br />

need?<br />

Project Name:<br />

HOW WILL WE MANAGE THE IMPROVEMENT PROJECT?<br />

Author:<br />

Date:<br />

Principles for Working Together<br />

Improvement Charter<br />

• Who is on your team?<br />

• What will they do?<br />

• How will we work together?<br />

• How often do we need to meet?<br />

Roles & Responsibilities<br />

Review Schedule<br />

Key Dates<br />

WHAT CHANGES CAN WE MAKE THAT WILL<br />

RESULT IN IMPROVEMENT?<br />

Change Concepts and Ideas to Test<br />

• Which ideas from Jenny and Anita’s<br />

presentation “Top 10” stood out for your<br />

team?<br />

• Where could your team start?<br />

Improvement Associates Ltd.<br />

Page 1<br />

Improvement Associates Ltd.<br />

Page 1


From your Charter<br />

Use “Chat to All Participants”<br />

What does your team want to<br />

accomplish by March 2012?


Example of Aim and Scope<br />

AIM<br />

• To decrease falls by 20% or more by March 2012.<br />

SCOPE<br />

• FHHR Home Care, home services clients team 1 &<br />

2.<br />

BOUNDARIES :<br />

• Exclude team 3 clients at this time until process<br />

tested<br />

-Pauline Osemlak and team<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 19


Example of an Improvement Charter<br />

Cypress Health Region Long Term Care <strong>Falls</strong><br />

Prevention Team:<br />

Purpose of Project<br />

• To decrease the # of residents that fall in<br />

Cypress Health Region Long Term Care<br />

facilities by 30% by March 31, 2012.<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 20


Measurement for Improvement<br />

Nadine Glenn and Anita Meszaros


Distinctions in Measurement


Levels of Measurement<br />

Typically, you will conduct measurement at<br />

different levels in your project:<br />

1. Project level: How will we know the change is an<br />

improvement?<br />

2. PDSA-level measures: to help you answer the<br />

questions (predictions) in each PDSA cycle you<br />

undertake<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 23


Recommended Measures<br />

• Fall Rate – Number of falls per 1,000 resident (client) days<br />

• Percentage of <strong>Falls</strong> Causing Injury<br />

• Percentage of residents for whom a falls risk assessment<br />

completed on admission<br />

• Percentage of residents for whom a fall risk assessment<br />

completed following fall, significant change or after 6<br />

months<br />

• Percentage of residents (clients) identified as “at risk” for<br />

whom falls prevention and/or interventions implemented<br />

• Use of physical and/or chemical restraints<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 24


Availability of Data in MDS<br />

Tracked via<br />

Measure<br />

MDS - LTC<br />

<strong>Falls</strong> rate per 1,000 client/resident days No No<br />

Percentage of falls causing injury No No<br />

Percentage of clients/residents with<br />

completed falls risk assessment on<br />

admission<br />

Percentage of clients/residents with<br />

completed falls risk assessment following a<br />

fall or significant change in medical status<br />

Percentage of “at risk” clients/residents<br />

with a documented falls prevention/injury<br />

reduction plan<br />

No<br />

No<br />

Tracked via<br />

MDS-HC<br />

Restraint use Yes* No<br />

No<br />

No<br />

No<br />

No<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 25


Data from MDS (LTC)<br />

(HC)<br />

• Percent of residents<br />

with daily physical<br />

restraints<br />

• Percentage of<br />

residents on 9 or<br />

more medications<br />

• Percentage of<br />

residents who have<br />

fallen in last 30 days<br />

(new)<br />

• # or percentage<br />

with falls last 90<br />

days (prevalence<br />

of falls)<br />

• # or percentage of<br />

residents with<br />

Danger of Fall<br />

• Number of<br />

medications<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 26


Measurement Definitions<br />

• Give communicable meaning to a concept<br />

• Define numerator and denominator in<br />

clear terms<br />

• Includes the procedure for gathering,<br />

displaying and interpreting data<br />

– Sampling plan, stratification, graphs<br />

• Not right or wrong – only useful


Definition of a Fall<br />

• A FALL is defined as:<br />

“An event that results in a person coming to<br />

rest inadvertently on the ground or floor<br />

or other lower level, with or without<br />

injury”.<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 28


Definitions for Key Measures<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 29


An example —<strong>Falls</strong> with Harm<br />

(expressed as a percent)<br />

Numerator: Number of falls where injuries were<br />

sustained (Let’s say there were 5 falls with injuries)<br />

Denominator: Total number of falls in the facility (during<br />

the specified time period (Let’s say there were 20 falls this<br />

month)<br />

5/20 multiplied by 100 = 25%<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 30


Data Display<br />

• Plot data over time<br />

• Include annotations<br />

• Agree on method of interpretation


Annotated Run Chart - Example<br />

50<br />

45<br />

<strong>Falls</strong>. 1- <strong>Falls</strong> Rate per 1000 Patient Days 1 West 2010<br />

40<br />

<strong>Falls</strong>/ 1000 Resident Days<br />

35<br />

30<br />

25<br />

20<br />

15<br />

All staff taught how to use<br />

Event Reporting System<br />

10<br />

5<br />

0<br />

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total<br />

<strong>Falls</strong> per 1000 pt. Days <strong>Falls</strong> with Harm (%)


Quantitative and Qualitative<br />

• % of high risk residents<br />

with appropriate falls<br />

prevention and<br />

interventions<br />

• Staff description on how<br />

well the new intervention<br />

are working


Tips for Data Collection<br />

Integrate into daily routine<br />

Don’t wait for perfect electronic systems -<br />

use manual data collection<br />

Use qualitative data<br />

Design and test data collection forms to<br />

make it easy to collect<br />

Continually improve your data collection<br />

system<br />

34


Checklist: Measurement for<br />

Improvement<br />

Chose 2-6 useful measures<br />

Using small samples<br />

Collected frequently<br />

Plotted over time<br />

Reviewed by those involved in improvement<br />

Used for learning (not punitive)<br />

35


Our Purpose<br />

Reduce falls and injury from falls among<br />

long-term care residents and home care<br />

clients by at least 20% by March 2012.<br />

“You can’t fatten a cow by weighing it”<br />

- Ancient Proverb


Next Steps and Ongoing Support<br />

• Be ready to collect, submit and use data<br />

• Help each other on the Google Groups<br />

discussion forum


Improvement Team Meetings


Assignment for Team Meetings<br />

• Purpose: Develop initial plan for<br />

measurement. What will you measure?<br />

How will you get the data?<br />

• Suggest designating a measurement person.<br />

• Method: In your working group (lines<br />

muted).<br />

• Support: Send chat message with question<br />

• Time: 15 minutes


How to Join Your Team’s Breakout Room<br />

3. Click “Yes”<br />

1. Highlight TEAM<br />

NAME<br />

2. Click “Start”<br />

or “Join”<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 40


Questions?<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 41


Informal Poll: Use or <br />

How many teams have:<br />

• Submitted an Excel worksheet to Central<br />

Measurement Team?<br />

• Taken Patient Safety Metrics System<br />

(PSMS) training for the online system?<br />

• Submitted data to SHN using PSMS?<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 42


Reporting through<br />

SHN! Patient Safety Metric System<br />

Alexandru Titeau<br />

Project Coordinator, Central Measurement Team<br />

<strong>Safer</strong> <strong>Healthcare</strong> <strong>Now</strong>!


SHN Reporting System<br />

• Transition from Excel Worksheets to online PS<br />

Metrics system<br />

• Training for Collaborative teams in July<br />

• Access for data entry<br />

• Opportunity to enter data<br />

– Baseline data for comparison: last 3 months if<br />

possible<br />

– Report monthly to measure improvement


Break<br />

Return Time: _________


Overview of Fall Prevention Strategies<br />

and Change Package<br />

Dr. Jenny Basran<br />

Anita Meszaros<br />

All Faculty Members


Some Questions from LS1-A Poll<br />

• How do we access falls prevention<br />

equipment - wireless motion monitors and<br />

hip protectors?<br />

• How do we get “buy in" from staff, family,<br />

etc.?<br />

• How can we accomplish our goals of 20%<br />

by March 2012? How to have involvement<br />

over the summer months?<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 47


New Questions?<br />

What questions do you have<br />

now about the changes<br />

suggested?<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 48


Change Package for Long-Term Care<br />

• Interdisciplinary falls team assess and<br />

manage risk factors for falls<br />

• Assessment on admission, after a fall and<br />

when change in level of function<br />

• Track falls in single falls diary<br />

• Start Vitamin D 3 (800 - 1000 IU OD) on all<br />

patients<br />

• Medication review by pharmacist should be<br />

part of all fall assessments<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 49


Change Package for Long-Term Care<br />

• Inspect & repair assistive devices (OT)<br />

• Look for reversible causes of cognitive<br />

impairment, especially if acute onset<br />

(delirium) – UTI, constipation, pain, etc<br />

• Increase supervision on the most frail and<br />

cognitively impaired patients<br />

• Hip protectors and helmets<br />

• Environmental Scan – as part of fall<br />

prevention plan<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 50


Change Package for Home Care<br />

• Very limited studies on home care patients<br />

specifically<br />

• Strategies and Actions for Independent<br />

Living (SAIL) program – Vicky Scott, BC<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 51


AGS / BGS Fall Prevention Guidelines 2010<br />

• F<br />

Summary of the Updated<br />

American Geriatric Society /<br />

British Geriatric Society<br />

Clinical Practice Guidelines<br />

for the Prevention of <strong>Falls</strong> in<br />

Older Persons – Journal of<br />

the American Geriatrics<br />

Society 2010<br />

www.americangeriatrics.org<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 52


Change Package for Home Care<br />

• Screen all patients for fall risk<br />

• History, physical /cognitive / function exam<br />

• Multifactorial / Multicomponent<br />

Intervention to address identified risks<br />

• Evaluate gait & balance<br />

• Minimize medication (reduce / remove)<br />

• Individually tailored exercise program<br />

• Supplement Vitamin D (800-1000 IU OD)<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 53


Change Package for Home Care<br />

• Treat vision impairment (including cataract)<br />

• Manage postural hypotension<br />

• Manage heart rate and rhythm<br />

abnormalities<br />

• Manage foot and footwear problems<br />

• Modify the home environment<br />

• Provide education & information<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 54


Model for Improvement (Part Two)<br />

Leanne Couves, Collaborative Director<br />

Improvement Associates Ltd


pointer<br />

What ideas might your team start with?<br />

Long Term Care Teams<br />

Home Care Teams<br />

• Interdisciplinary falls team assess and<br />

manage risk factors for falls<br />

• Strategies and Actions for Independent Living<br />

(SAIL) program<br />

• Assessment on admission, after a fall and • AGS / BGS Fall Prevention Guidelines 2010<br />

when change in level of function<br />

• Screen all patients for fall risk<br />

• Track falls in single falls diary<br />

• History, physical /cognitive / function exam<br />

• Start Vitamin D 3 (800 - 1000 IU OD) on all • Multifactorial / Multicomponent Intervention<br />

patients<br />

to address identified risks<br />

• Medication review by pharmacist should • Evaluate gait & balance<br />

be part of all fall assessments<br />

• Minimize medication (reduce / remove)<br />

• Inspect & repair assistive devices (OT)<br />

• Individually tailored exercise program<br />

• Look for reversible causes of cognitive<br />

• Supplement Vitamin D (800-1000 IU OD)<br />

impairment, especially if acute onset<br />

(delirium) – UTI, constipation, pain, etc<br />

• Treat vision impairment (including cataract)<br />

• Increase supervision on the most frail and<br />

• Manage postural hypotension<br />

cognitively impaired patients<br />

• Manage heart rate and rhythm abnormalities<br />

• Hip protectors and helmets<br />

• Manage foot and footwear problems<br />

• Environmental Scan<br />

• Modify the home environment<br />

• Provide education & information<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 56


Page 1<br />

Model for Improvement<br />

PLAN<br />

Handout<br />

PDSA Cycles<br />

Project Name: Cycle #:<br />

Objective of this Cycle:<br />

What change are we testing? What is our prediction and theory? Details of the plan (who, what,<br />

where, when and how).<br />

Carry out the plan. Record data and observations.<br />

DO<br />

Complete analysis and synthesis. Do the results agree with the predictions? Under what<br />

conditions could the results be different? Summarize new knowledge.<br />

STUDY<br />

What action are we going to take as a result of this cycle (Adopt, Adapt or Abandon)? Are we<br />

ready to implement? What other processes or systems might be affected by this change?<br />

ACT<br />

What are we trying to accomplish?<br />

How will we know that a change is an improvement?<br />

Objective of Next Cycle<br />

Improvement Associates Ltd.<br />

What changes can we make that will result in improvement?<br />

Act<br />

Plan<br />

Study<br />

Do<br />

Source: Associates in Process Improvement


Creating a New System<br />

Spread<br />

Hold the Gains<br />

Improvement<br />

(test, implement)


3 Principles for Testing a Change<br />

• Test on a small scale<br />

• Collect data over time<br />

• Build knowledge sequentially and include a<br />

wide range of conditions in the sequence of<br />

tests


Principle 1:<br />

Test On a Small Scale<br />

CONSEQUENCE<br />

OF FAILED TEST<br />

DEGREE OF BELIEF IN SUCCESS<br />

OF THE CHANGE<br />

LOW<br />

HIGH<br />

MINOR<br />

Medium-scale<br />

tests<br />

One cycle to<br />

implementation<br />

MAJOR<br />

Very small-scale<br />

tests<br />

Small-to-medium<br />

scale test


Designing a Small Scale Test<br />

• Simulate the change<br />

• Have an expert review the change<br />

• Test the idea with volunteers<br />

• Use 1:1:1 rule – one clinician in one<br />

location with one client<br />

• Use manual “pencil and paper” data<br />

collection<br />

• Conduct the test over a short time period–<br />

what COULD we do by next Tuesday?


Principle 2:<br />

Collect Data Over Time<br />

Do you think this change is an improvement?<br />

YES NO <br />

9<br />

Before & After Tests<br />

8<br />

7<br />

8<br />

63%<br />

Improvement<br />

6<br />

Cycle Time<br />

5<br />

4<br />

3<br />

2<br />

Make Change<br />

3<br />

1<br />

0<br />

Week 4 Week 11<br />

Source: Moen et. al. Improving Quality Through Planned Experimentation


10<br />

Case 1<br />

8<br />

6<br />

Cycle Time<br />

4<br />

Make Change<br />

2<br />

0<br />

1 2 3 4 5 6 7 8 9 10 11 12 13 14<br />

Week


10<br />

Case 2<br />

8<br />

6<br />

Cycle Time<br />

4<br />

Make Change<br />

2<br />

0<br />

1 2 3 4 5 6 7 8 9 10 11 12 13 14<br />

Week


10<br />

Case 3<br />

8<br />

6<br />

Cycle Time<br />

4<br />

Make Change<br />

2<br />

0<br />

1 2 3 4 5 6 7 8 9 10 11 12 13 14<br />

Weeek


Case 4<br />

10<br />

8<br />

6<br />

Cycle Time<br />

4<br />

Make Change<br />

2<br />

0<br />

1 2 3 4 5 6 7 8 9 10 11 12 13 14<br />

Week


Case 5<br />

10<br />

8<br />

6<br />

Cycle Time<br />

4<br />

Make Change<br />

2<br />

0<br />

1 2 3 4 5 6 7 8 9 10 11 12 13 14<br />

Week


10<br />

Case 6<br />

8<br />

6<br />

Cycle Time<br />

4<br />

Make Change<br />

2<br />

0<br />

1 2 3 4 5 6 7 8 9 10 11 12 13 14<br />

Week


Annotated Run Chart - Example<br />

50<br />

45<br />

<strong>Falls</strong>. 1- <strong>Falls</strong> Rate per 1000 Patient Days 1 West 2010<br />

40<br />

<strong>Falls</strong>/ 1000 Resident Days<br />

35<br />

30<br />

25<br />

20<br />

15<br />

All staff taught how to use<br />

Event Reporting System<br />

10<br />

5<br />

0<br />

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total<br />

<strong>Falls</strong> per 1000 pt. Days <strong>Falls</strong> with Harm (%)


Principle 3: Build Knowledge Sequentially and Include a<br />

Wide Range of Conditions in the Sequence of Tests<br />

PDSA #1.2: Expand to all clients on<br />

Mrs. J floor<br />

PDSA #1.4: Adjust when Vitamin D<br />

administered, expand to all clients at<br />

Lodge X.<br />

PDSA #1.3: Adjust Vitamin D<br />

ordering processes in pharmacy<br />

PDSA #2.3: Update<br />

falls diary format and<br />

try on all clients for 2<br />

weeks<br />

PDSA #2.2: Try revised falls diary with<br />

1 high risk client next week<br />

PDSA #1.1: Use 1:1:1 rule (Mrs. J at<br />

Lodge X on Tuesday)<br />

Idea #1: Start vitamin D<br />

PDSA #2.1: Design a “falls diary”<br />

prototype and ask 3 front-line staff how<br />

to improve it.<br />

Idea #2: Track falls in a falls<br />

diary


Develop, Test and Implement<br />

High<br />

Change Concepts<br />

introduced.<br />

Collaborative Teams<br />

start at “Testing a<br />

Change”<br />

A successful change<br />

Degree of belief<br />

that the change<br />

will result in<br />

improvement<br />

Moderate<br />

Change still needs<br />

further testing.<br />

There is a risk of<br />

implementing at this<br />

stage.<br />

Low<br />

Unsuccessful<br />

proposed change<br />

Developing a<br />

Change<br />

Testing a Change<br />

Cycle 1, 2, 3…<br />

Implementing a<br />

Change<br />

Source: Langley, et al. The Improvement Guide


Your PDSA Cycle<br />

Go back to the Changes<br />

Suggested…Pick One!<br />

How COULD you test it by<br />

next Tuesday?<br />

PDSA Cycles<br />

Project Name: Cycle #:<br />

Objective of this Cycle:<br />

PLAN<br />

What change are we testing? What is our prediction and theory? Details of the plan (who, what,<br />

where, when and how).<br />

Hard Goal - MUST complete<br />

one full PDSA Cycle by next<br />

Tuesday.<br />

DO<br />

Carry out the plan. Record data and observations.<br />

Complete analysis and synthesis. Do the results agree with the predictions? Under what<br />

conditions could the results be different? Summarize new knowledge.<br />

Soft Goal – PDSA Cycle can<br />

be of any scale and/or size<br />

that can meet the Hard Goal.<br />

STUDY<br />

What action are we going to take as a result of this cycle (Adopt, Adapt or Abandon)? Are we<br />

ready to implement? What other processes or systems might be affected by this change?<br />

ACT<br />

Objective of Next Cycle<br />

Improvement Associates Ltd.<br />

Page 1


Page 1<br />

Assignment for Team Meetings<br />

Purpose: Pick an idea to test.<br />

Method:<br />

Support:<br />

Time:<br />

Plan your first small-scale test (what,<br />

who, when, where, why, how)<br />

In your teams (lines muted)<br />

Send chat message with question<br />

15 minutes<br />

PDSA Cycles<br />

Project Name: Cycle #:<br />

Objective of this Cycle:<br />

Handout<br />

What change are we testing? What is our prediction and theory? Details of the plan (who, what,<br />

where, when and how).<br />

DO<br />

PLAN<br />

Carry out the plan. Record data and observations.<br />

Complete analysis and synthesis. Do the results agree with the predictions? Under what<br />

conditions could the results be different? Summarize new knowledge.<br />

ACT<br />

STUDY<br />

What action are we going to take as a result of this cycle (Adopt, Adapt or Abandon)? Are we<br />

ready to implement? What other processes or systems might be affected by this change?<br />

Objective of Next Cycle<br />

Improvement Associates Ltd.


How to Join Your Team’s Breakout Room<br />

3. Click “Yes”<br />

1. Highlight TEAM<br />

NAME<br />

2. Click “Start”<br />

or “Join”<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 74


Team Reports<br />

Use “Chat to All Participants”<br />

What change will you test by next Tuesday?<br />

Provide details…what, who, when, where, how<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 75


Your Questions<br />

Raise Your Hand<br />

or<br />

Use “Chat to All Participants”


Action Period Activities:<br />

Assignments & Support Infrastructure<br />

Leanne Couves<br />

Collaborative Director<br />

Improvement Associates Ltd


The Collaborative Approach<br />

Action Period One<br />

Action Period Two<br />

Action Period Three<br />

A<br />

P<br />

A<br />

P<br />

A<br />

P<br />

S<br />

D<br />

S<br />

D<br />

S<br />

D<br />

Planning &<br />

Pre-work<br />

a) Teams<br />

b) Topic<br />

<strong>Learning</strong><br />

<strong>Session</strong><br />

One<br />

(A&B)<br />

- MAY JUNE -<br />

<strong>Learning</strong><br />

<strong>Session</strong><br />

Two<br />

- OCT-<br />

<strong>Learning</strong><br />

<strong>Session</strong><br />

Three<br />

- FEB-<br />

Distribute<br />

Findings<br />

-MAR-<br />

-APRIL & MAY-<br />

Support<br />

Team Calls List Serve Document Sharing Monthly Reports<br />

Assessments Site Visits Faculty Coaching<br />

*Based on Institute for <strong>Healthcare</strong> Improvement Breakthrough Series Collaboratives<br />

4-Jun-12<br />

Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 78


Getting Started<br />

• Assignments<br />

– What to do next two days<br />

– What to do in the first week<br />

– What to do within the first month<br />

• Role of senior leadership<br />

• Support


What to Do within Next Week<br />

• Complete first PDSA Cycle and email to me<br />

at lcouves@telus.net by Tuesday!<br />

• Meet with your team<br />

• Update Improvement Charter


What To Do Within the First Month<br />

• Meet with your sponsor<br />

• Communicate aim and plans<br />

• Start collection of data - who?<br />

• Conduct multiple test cycles


Issues to Anticipate<br />

• Where’s my team?<br />

• The black hole of data collection<br />

• Scope creep<br />

• Action without learning<br />

82 April 2011


Some Keys to Success<br />

• Start small<br />

• Test changes from change package<br />

• Ensure data collection part of a PDSA cycle<br />

• Engage the “keeners”<br />

• Spread the work<br />

• Focus on learning<br />

83 April 2011


The Role of Sponsors<br />

• Take status quo off the table<br />

• Make project visible to others<br />

• Ensure success of Collaborative teams<br />

• Remove barriers and obstacles<br />

• Plan and manage spread


The Collaborative Approach<br />

Action Period One<br />

Action Period Two<br />

Action Period Three<br />

A<br />

P<br />

A<br />

P<br />

A<br />

P<br />

S<br />

D<br />

S<br />

D<br />

S<br />

D<br />

Planning &<br />

Pre-work<br />

a) Teams<br />

b) Topic<br />

<strong>Learning</strong><br />

<strong>Session</strong><br />

One<br />

(A&B)<br />

- MAY JUNE -<br />

<strong>Learning</strong><br />

<strong>Session</strong><br />

Two<br />

- OCT-<br />

<strong>Learning</strong><br />

<strong>Session</strong><br />

Three<br />

- FEB-<br />

Distribute<br />

Findings<br />

-MAR-<br />

-APRIL & MAY-<br />

Support<br />

Team Calls List Serve Document Sharing Monthly Reports<br />

Assessments Site Visits Faculty Coaching<br />

*Based on Institute for <strong>Healthcare</strong> Improvement Breakthrough Series Collaboratives<br />

4-Jun-12<br />

Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 85


Collaborative Support – Community of<br />

Practice (CoP)<br />

<strong>Safer</strong> <strong>Healthcare</strong><br />

<strong>Now</strong>! Community<br />

of Practice (CoP)<br />

• Saskatchewanspecific<br />

folders<br />

(closed<br />

community)<br />

• Document<br />

storage and<br />

sharing<br />

• Calendar of<br />

Events with<br />

WebEx Links<br />

http://tools.patientsafetyinstitute.ca/Pages/welcome.aspx<br />

86<br />

4-Jun-12<br />

Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC


List Serve<br />

• List Serve Discussions using Google Groups<br />

– Team members automatically registered<br />

– Right to your Email Inbox!<br />

– All replies to go all members<br />

– Etiquette<br />

– Email Address<br />

skfallscollaborative@googlegroups.com<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 87


Team Calls<br />

• Balance of sharing and education<br />

• Focused on key changes<br />

• Generate new ideas<br />

• Identify ways to overcome barriers<br />

• Facilitated by Planning & Support Team<br />

• Suggested that at least two team members<br />

attend


Mark Your Calendars – Team Calls<br />

• Thursday’s at 9:00 a.m. for 1 hour<br />

– June 16: <strong>Learning</strong> from Changes Tried, Answers to<br />

Questions re: Change Package<br />

– June 30: <strong>Learning</strong> from Changes, Intro to<br />

Measurement Tools, More on Collaborative<br />

Supports, Managing over Summer<br />

– July 21: More on Measurement and PSMS<br />

– Aug 18, Sept 15, Oct 20 – topics TBD<br />

• Links will be emailed to you and posted to the<br />

CoP Calendar<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 89


Monthly Reports<br />

• For teams to discuss and communicate<br />

their progress, what has been learned and<br />

what is planned next<br />

• Provides Faculty and Planning team with an<br />

understanding of progress towards the goal<br />

of the Collaborative


Narrative + Data<br />

Submit narrative report<br />

to Nadine Glenn<br />

nadine.glenn@hqca.ca<br />

on 5 th of the month<br />

(starting July 5).<br />

More details to come…


Next <strong>Learning</strong> <strong>Session</strong> (Face-to-Face)<br />

• Purpose:<br />

– Share results and learning's<br />

– Plan additional testing cycles<br />

– Build implementation plans<br />

• Date and Location:<br />

– Monday (p.m.) and Tuesday (all day)<br />

– October 24-25, 2011<br />

– Saskatoon Inn (by the airport)


What to Do within Next Week<br />

• Complete first PDSA Cycle and email to<br />

lcouves@telus.net by Tuesday<br />

• Meet with your team<br />

• Update Improvement Charter


“Taking the Pulse” Poll<br />

4-Jun-12 94<br />

Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC


Immediate Next Steps<br />

• By June 16 Team Call<br />

– 1st PDSA Cycle - Test a change and email your<br />

Cycle!<br />

– Meet with full team<br />

– Update Improvement Charter<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 95


Reminders<br />

• All calls are recorded and links will be<br />

available on <strong>Safer</strong> <strong>Healthcare</strong> <strong>Now</strong>!<br />

Community of Practice and emailed to you<br />

after this session<br />

• Resources are available on the SHN<br />

Website and Community of Practice - check<br />

them out!<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 96


Questions?<br />

Angela Thiessen, Project Coordinator<br />

angela.thiessen@hqca.ca<br />

403.521.7106<br />

Nadine Glenn, Safety & Improvement Advisor<br />

Nadine.glenn@hqca.ca<br />

780.978.986<br />

Leanne Couves, Collaborative Director<br />

lcouves@telus.net<br />

780.963.0844<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 97


Summary and Closing Comments<br />

Dr. Jenny Basran<br />

Linda Restau<br />

Laurie Weiman


Thank You<br />

Participating Teams<br />

Faculty<br />

Planning & Support Team<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 99


Collaborative Principles<br />

• Everybody teaches, everybody learns<br />

• Share generously (transparency)<br />

• Steal shamelessly<br />

• Acknowledge graciously<br />

When we cooperate, everybody wins.<br />

W. Edwards Deming<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 100


Funded and Supported By<br />

4-Jun-12 Saskatchewan <strong>Falls</strong> Collaborative: Reducing <strong>Falls</strong> Reducing Harm in LTC and HC 101


Mark Your Calendars!<br />

June 16 and 30 at 9:00 for Team Calls (1 hour)<br />

October 24 and 25 for <strong>Learning</strong> <strong>Session</strong> 2<br />

(1.5 days)

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