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12/8/2013 1 Is Your Health Care System Conversation Ready? IHI Forum: Workshop C20 December 10, 2013 1:30-2:45 PM ET Christina Gunther- Murphy and Kelly McCutcheon Adams, IHI Directors Disclosures Christina Gunther-Murphy and Kelly McCutcheon Adams are employees of the Institute for Healthcare Improvement. 2

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12/8/2013

1

Is Your Health Care System Conversation Ready? IHI Forum: Workshop C20

December 10, 2013 1:30-2:45 PM ET

Christina Gunther-Murphy and Kelly McCutcheon Adams, IHI Directors

Disclosures

Christina Gunther-Murphy and Kelly McCutcheon Adams

are employees of the Institute for Healthcare

Improvement.

2

12/8/2013

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This workshop

Since The Conversation Project aims for

individuals’ end of life wishes to be expressed

and respected, there is a recognition that our

health care system must be prepared to receive

an activated public and to fully respect end-of-

life wishes. This session will outline what it

means to be Conversation Ready and include

practical strategies from individuals in the field

working to meet these ambitious aims.

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Agenda History of The Conversation Project and Conversation Ready – Christina Gunther-Murphy

Current Conversation Ready Principles – Kelly McCutcheon Adams

Pioneer Sponsor: Beth Israel Deaconess Medical Center – Jennie Greene and Lauge Sokol-Hessner

Pioneer Sponsor: North-Shore Long Island Jewish – Mark Jarrett

Pioneer Sponsor: Henry Ford Health System – Sue Craft

Q&A

Phase 2 of Conversation Ready – Kelly McCutcheon Adams

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The Gap

90% of people think it is important to talk about their loved

ones’ and their own wishes for end-of-life care.

27% of people have discussed what they or their family wants

when it comes to end-of-life care.

Source: The Conversation Project National Survey (2013)

What Is The Conversation Project?

National media campaign to support having all people’s

wishes for end of life care expressed and respected

Uses social and traditional media

Website and tools to help people get started

Working with employers, hospitals, faith-based groups

Change culture around end-of-life conversations in

America (and beyond)

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Our Goal

The goal of The Conversation Project is to ensure

that everyone’s wishes for end-of-life care are

expressed and respected.

www.theconversationproject.org

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Conversation Ready

Perspective From the Field

"When you talk about dealing with people who are nearing the end of

their life and their family members, the work that we do stays with them

forever. It's the same way that people tell stories about the birth of their

children, they also tell stories about the death of a loved one. And I just

feel like you have one chance to do it right, and if we can work harder

and harder to get it right on each patient and family, then that's what we

have to do. People in the hospital recognize that, even people who may

not like working with patients at the end of their life, they understand

that when that's their task they have one chance and they need to get it

right that time. That's important."

Julie Knopp, NP, Palliative Care, Beth Israel Deaconess Medical

Center

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Conversation Ready

IHI is working with leading health care organizations in

the US and internationally to ensure the health care

delivery system is prepared to receive, record, and

respect patients’ wishes

The Pioneer Sponsor year spanned from October 1,

2012 to September 30, 2013

Pioneers collaborated with IHI to design and test the

Conversation Ready principles for use in their own

systems and for possible adoption across the US and

internationally

Now we are ready for Phase 2

Pioneer Sponsors

Beth Israel Deaconess Medical Center (Massachusetts)

Care New England Health System (Rhode Island)

Contra Costa Regional Medical Center (California)

Henry Ford Health System (Michigan)

Mercy Health (Ohio)

North Shore‒Long Island Jewish Health System (New York)

St Charles Health System (Oregon)

UPMC (Pennsylvania)

Virginia Mason Medical Center (Washington)

Contributing Sponsor: Gundersen Lutheran

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Current Conversation Ready Principles

1. Engage with our patients and families to understand what matters most to them at the end of life

2. Steward this information as reliably as we do allergy information

3. Partner with our patients to develop appropriate goals of care

4. Exemplify this work in our own lives so that we understand the benefits and challenges

5. Connect in a manner that is culturally and individually respectful of each patient

Engage Steward Partner

Exemplify

Connect

Examples from the Field

1. Engage with our patients and families to understand

what matters most to them at the end of life:

• St Charles – Heart Failure University

• Mercy and Contra Costa – Primary Care appointments

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2. Steward this information as reliably as we do allergy

information

• Virginia Mason – Advance Directive Note Type

• BIDMC – IT revision

• NSLIJ – MOLST work with skilled nursing facilities

Examples from the Field

Examples From the Field

3. Partner with our patients to develop appropriate goals of

care

• Care NE – Conversation Nurse

• UPMC – Partners Program

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Examples From the Field

4. Exemplify this work in our own lives so that we

understand the benefits and challenges

• UPMC – Day of Conversation

• Mercy – Employee Focus Groups

• BIDMC – Talk Turkey and Story database

Examples From the Field

5. Connect in a manner that is culturally and individually

respectful of each patient

• Henry Ford – faith community summit

• Contra Costa – medical interpreters

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Jennifer Greene, MS Project Manager

Communications Manager

Department of Medicine

Lauge Sokol-Hessner, MD Project Leader

Attending Hospitalist

Instructor in Medicine

Associate Director of Inpatient Quality

Conversation Ready

Key Changes

• Building the infrastructure for large-scale culture change

– Stories

– Metrics

– Champions, Change Agents, Conversation Coaches

– Information Technology

– Frameworks, Training and Documentation

– MOLST

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Key Lessons

• Learn from and leverage existing structures, programs and leaders

• Focus on and include patients from the start

• Shape a vision that sticks and keep sharing it (“Four Rs” – Reach, Record, Retrieve, Respect)

• Craft tools that help others change

– Data for learning, not judgment

– Information technology support

Institute for Clinical Excellence & Quality

Conversation Ready North Shore-LIJ Health System

Mark P. Jarrett, M.D., MBA

Chief Quality Officer

NSLIJHS

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Institute for Clinical Excellence & Quality

Key Lessons

We learned the following:

As a community we are not prepared to have the

Conversation – this includes patients, families, and

health care workers

The local healthcare environment is not conducive to

having the conversation – we talk about how much

care – not the right care

Can change this situation – but need to catalog all of

the barriers and figure out how to fix them ONE at a

TIME in each site of care

Institute for Clinical Excellence & Quality

Key Changes

First step is to find a few champions – especially a Nurse and

Physician who are senior and seen as respected clinicians.

Others, such as Social Workers, are obvious champions, but

may not sway the ”docs.”

Engaging families early on

Examine the whole workflow process looking for the easiest

places to succeed – need a few winners to develop

momentum.

Plan is to form focus groups, inform them of our goals and

ask them to come up with triggers, documentation, and

measures to test.

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Director, Care Coordination Initiatives

Sue Craft, MSA, BSN, RN

Key Changes Tested Engage frontline staff to identify challenges and barriers:

– Employee focus groups.

– Woodhaven Clinic Process Test: Passive to Active process for

engaging patients. No impact on workflow - positive influence on

employee perception of “no time” to do this work (barrier).

Leverage electronic health record to provide easy access

and standardized documentation

– Multidisciplinary team designed & tested documentation approaches

within Epic EHR environment. Now in monitoring, tweaking phase.

Engage community partners, i.e. post-acute care partners

and faith leaders

– Teams formed, learning cycles in progress

– Faith leader/health care provider conference scheduled

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Key Lessons Learned A necessary first step is to discover, understand and

resolve organizational barriers.

Engagement, preparation and readiness of our

employees will be critical to success.

Provide structure to make it easy to do the right thing

No “one size fits all” approach.

– Many variables influence values and beliefs including culture,

religious beliefs, developmental/psychosocial stage, economic

status, health status etc., and present challenges that need to be

considered.

Faith-based community outreach and partnerships is key

to help effect change and sustain progress.

Questions?

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What Is Next?

Conversation Ready Health Care Community:

Schedule

Nine month learning and innovation community with

approximately 35-40 organizations

Schedule:

– Pre-work: January 2014

– Virtual Learning Session 1: February 2014

– In-person Learning Session 2: Spring 2014 (Boston – dates TBD)

– Virtual Learning Session 3: October 2014

Ongoing support through faculty, listserv, extranet, change

package, measurement strategy

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What Participants Can Expect

Participation in a vigorous and innovative learning

community

Coaching to accelerate rapid-cycle testing of the change

package

Peer-to-peer learning with colleagues around the country

(and hopefully around the world)

Teaching from expert faculty

Expectations of Sites

Committed Senior leadership support

Dedicated project team able to test at the frontline

IT representation on team

Commitment to join one in-person (in Boston in the

spring of 2014) and two virtual Learning Sessions

Participation in monthly calls

Data sharing

Program Fee: $12,000 plus travel to in-person meeting