lean process engineering in small practices

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Lean Process Engineering in Small Practices Masspro Joseph Holtschlag, Manager, DOQ-IT Harvard Quality Colloquium Aug 20, 2007

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Lean Process Engineering in Small Practices. Masspro Joseph Holtschlag, Manager, DOQ-IT Harvard Quality Colloquium Aug 20, 2007. Session Overview. Small practices don’t need workflow redesign as much as they need management redesign - PowerPoint PPT Presentation

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Page 1: Lean Process Engineering in Small Practices

Lean Process Engineering in Small

PracticesMasspro

Joseph Holtschlag, Manager, DOQ-IT

Harvard Quality Colloquium Aug 20, 2007

Page 2: Lean Process Engineering in Small Practices

Small practices don’t need workflow redesign as much as they need management redesign

Addressing management and culture issues will achieve Lean goals

Small practices can make dramatic changes faster than larger groups, creating patient-centered, efficient, effective care providers

Session Overview

Page 3: Lean Process Engineering in Small Practices

Masspro

Federally designated Quality Improvement Organization for Massachusetts

Quality improvement projects in home health, ambulatory, and hospital settings

DOQ-IT Project Funded by Centers for Medicaid and Medicare

Services in April 2004 Established to support and assist the adoption and use

of EHRs in small and medium-sized primary care practices

Gained experience by working with 318 practices across MA

Page 4: Lean Process Engineering in Small Practices

What is a Small Practice?

1-3 providers (MD, PA, NP) 3-10 additional staff

Administrative support Medical assistants

Some support from hospital Membership in IPA/PHO Characteristics

Personal relationships with patients

Affiliations tend to be loose Focused on quality of visit Under-resourced

IterativeIndependent

UncertainReactive

Page 5: Lean Process Engineering in Small Practices

Current State of Small Practices Wasteful, leaky

Under-utilized people› Set job definitions› Little empowerment, trust, incentive

Waiting› Wait until work arrives› Interruptions

Over-processing› Double checks on many tasks

Unnecessary movement› Looking for information› Paper storage, routing of information

Page 6: Lean Process Engineering in Small Practices

Current State of Small Practices

Care that is:EfficientEffective

Patient-centered

IterativeIndependent

UncertainReactive

Page 7: Lean Process Engineering in Small Practices

Small Practices and Lean Methodology

Small practices challenge the definition and application of Lean

If Lean means… process redesign committee formal documentation staff trained in Lean methodology

Then Lean will not find a willing audience If Lean means…

eliminating waste utilizing staff more effectively reducing over-processing decreasing waiting and interruptions

Then small practices are interested

Page 8: Lean Process Engineering in Small Practices

How to Change

Catapult of EHR Project Leadership

Teams

Measurement

Combine to achieve Lean goals:eliminate wasteutilize staff more effectivelyreduce over-processingdecrease waiting and interruptions

Page 9: Lean Process Engineering in Small Practices

Current State of Small Practices EHR is the catalyst for change

The nature of paper is wasteful No matter how hard the practice works in paper, services

and operations will never be coordinated Compelling quality and efficiency arguments have been

made for electronic health records (EHR) Incentives for adoption

Successful installation requires improvements in operations and management

Page 10: Lean Process Engineering in Small Practices

Empower Through Leadership

Leadership Develop someone who can set a mission for the

practice› Physicians lead changes, develop clinical vision› Office manager responsible for operations, finance

Give practice tools to make it happen› Guide practice through the project charter development› Provide structure for staff meetings› Develop standards for management

Educate on EHR project management› Show decision points› Expand possibilities› Make a case for benefits of project management

Page 11: Lean Process Engineering in Small Practices

Empower Through Teams

Teams Change the preconceptions of what people can do

› Cross-train tasks› Expand clinically-significant roles› Fit the people to the job responsibilities

Engender trust through training› Physician leadership in clinically significant training› Develop subject matter experts to train fellow staff

members Distribute responsibility

› Ask individuals to tackle problems in their area› Give them the power to make changes to their job and

the responsibility to make changes work

Page 12: Lean Process Engineering in Small Practices

Empower Through Measurement Measurement

Practice leaders needs to know that:› Standards of care are being met› Expanded responsibilities are meeting goals› Judgments and decisions are objective

“Can’t manage what you can’t measure” Matching improvement efforts to objective information

› Quality› Operational› Financial› Patient satisfaction

Final step in improving practice communications

Page 13: Lean Process Engineering in Small Practices

Results

Waste becomes everyone’s responsibility Efficient movement

› EHR reduces movement› Staff empowered to find better solutions

Using staff to potential› Healthcare providers Leaders, managers, mentors› Clinical support Patient care team› Secretaries Customer relations

Less waiting and interruptions› Better understanding of responsibilities› More cross-training› Proactive, predictive

Page 14: Lean Process Engineering in Small Practices

Addressing the management and culture issues of small practices will achieve Lean goals

eliminating waste utilizing staff more effectively reducing over-processing decrease waiting and interruptions

High velocity of change in small practices leads to rapid improvements in quality and efficiency

Communication is fast Dynamic nature of EHR makes continuous change a way of

life Lean practice allows quality and efficiency improvements

without bureaucratic impediments Small practices are ideally suited to delivering patient-centered,

efficient, effective care

Session Conclusions

Page 15: Lean Process Engineering in Small Practices

Questions?

Joseph HoltschlagManager, [email protected](781) 419-2747