medication reconciliation july 12, 2005 glenn billman, m.d., medical safety officer, children’s...

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Medication Reconciliation July 12, 2005 Glenn Billman, M.D., Medical Safety Officer, Children’s Hospitals and Clinics of Minnesota

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Medication Reconciliation

July 12, 2005 Glenn Billman, M.D.,

Medical Safety Officer, Children’s Hospitals and Clinics of Minnesota

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First, do no harm….

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“Medicine used to be simple, ineffective and relatively safe.

“Now it is complex, effective, and potentially dangerous.”

Sir Cyril Chantler

The Issue:

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Optimal care for patients requires totally effective communication regarding medication use among numerous people of varying disciplines in multiple locations over time including the families themselves.

Our Challenge :

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Implement a Process that will ensure that patients and their caregivers

possess the most accurate, and up to date medication list possible

Our Aim: Implement Medication Reconciliation

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Definition 1:

Medication ReconciliationMedication Reconciliation Reconciliation is the process of

comparing what medication the patient is taking at the time of admission or entry to a new setting or level of care, with what the organization is providing (admission or new medication orders) to avoid errors such as conflicts or unintentional omissions.

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Definition 2:

Medication ReconciliationMedication Reconciliation All medications appropriately and

consciously continued, discontinued, or modified at all transitions of care.

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Why Should We Do This?

140 discrepancies in 81 patients (1.7/pt) 65 omissions 59 wrong dose/frequency 16 wrong drug

32.9% discrepancies rates as potentially moderate harm; 5.7% severe harm

Arch Intern Med, Feb 2005

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Why Should We Do This?

Ineffective medication reconciliation upon hospital admission up to 50% of medication errors up to 20% of future ADEs

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1) Increased Percent of Patients That Completed Medication Coordination

Per

cen

t

Bas

elin

e

Time

Why Should We Do This?Because It’s Doable !

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10

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30

40

50

60

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Pe

rce

nt

Discrepancies, All Types And Sources

Discrepancies, Patient Related

Baseline

BaselineCycle 1

Cycle 2 Cycle 1 Cycle 2

Why Should We Do This?Because It Works !

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Number Of Days Between ED Visits By Hem/Onc Patients Related To ADE's

0

10

20

30

40

50

60

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11/5/01 11/25/01 12/15/01 1/4/02 1/24/02 2/13/02 3/5/02 3/25/02 4/14/02 5/4/02

Date

Nu

mb

er

of

Days B

etw

een

AD

E's

Potentially Preventable ADE

Non-Preventable ADE

Medication CoordinationParent EducationADE Monitoring

4) An Increase In The Number Of Days Between ED Visits Related To ADE’s

Why Should We Do This?Because It Works !

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Improve

AmbulatoryMedication

List

Improve AdmissionMedication

List

Improve Discharge

Medication List

Improved Accuracy of Medication

List

Why Should We Do This?Efficiency !

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Impact on ADE

Low HighLow

HighCPOE

Automated ADE Monitoring

Bar Code Reconciliation

Pocket Formulary

Preprinted Order Forms

Zero ToleranceOrdering Standards

MedicationCompetency Testing

InterventionDatabase

Diagnosis SpecificOrder Sets

Dedicated Unit Pharmacist

Pharmacist Order Entry

PharmacyManaged Protocols

MedicationReconciliation

Pharmacist Patient Interview

Cost To Implement

Do First

Don’t Bother

Investing In Safety

Why Should We Do This?It’s Cost Effective !

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2005 NPSG Goal 8: Medication Reconciliation

Accurately and completely reconciles medications across the continuum of care 8a: During 2005, for full implementation by

January 2006, develop a process for obtaining and documenting a complete list of the patient’s current medications upon the patient’s admission to the organization and with the involvement of the patient. This process includes a comparison of the medications the organization provides to those on the list.

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2005 NPSG Goal 8: Medication Reconciliation

Accurately and completely reconciles medications across the continuum of care 8b: A complete list of the patient’s

medications is communicated to the next provider of service when it refers or transfers the patient to another setting, service, practitioner, or level of care within and outside the organization.

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Medication Reconciliation Is A Tool To Help Bridge Gaps That Occur At Transitions and Transfers of Care

Process steps: The medication history is completed The physician reviews and acts upon

each medication The medication orders are written A 2nd person reviews medication

history That 2nd person resolves

discrepancies

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Reconciliation

Virtually all hospitals who have successfully addressed admission reconciliation have created a special form as part of the solution. These forms pretty much look alike.

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Children's Hospital San Diego

Admit Date:

Time:

Initials

Signature of RN(s) reconciling medications: _________________________ Initials___________

___________________ _____ Initials___________

___________________ _____ Initials___________Administrative Data Screen Completed by : Date:_____________Time:________________

Date:_____________Time:________________

Did you identify and correct a discrepancy? Yes No Patient Related? Yes No Order Related? Yes No

Last Dose Drug

If "No", which elements require

review?

Medication Coordination Form

Please Explain How The Discrepancy Was Resolved

M.D. Reviewer

Instructions: Please Complete Items 1 - 10

Date:_____________Time:________________

RouteFreq

Addressograph Stamp

Drug……….Dose…Freq….Route…... YES NO

Do All Medication Elements Match?

Dose

List All Medications Identified by Patient, Family, Prescription bottle,or M.D. order.

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2

3

4 5 6 7

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10

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What is included? Current home meds / OTC / Herbals,

including dose, route & frequency Time of last dose Source of the information The medications ordered at

admission An Assessment of patient

compliance

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There is no perfect medication list.

Quit thinking there is.

Do not be paralyzed by trying to perfect the list.

Steve Meisel, PharmD

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Who uses the form?

The nursing staff or pharmacist use the form to collect information at admission.

The physician uses the form as a reference and/or order when writing initial orders for medications. In some cases the form itself serves as the order form, thereby obviating the need to rewrite orders.

Both physicians and nurses use the form throughout the patient’s stay as a reference.

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Source of the information

The patient/family The patient’s pharmacy Previous medical records The patient’s medication bottles The physician’s office

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A completed Medication List is only the Half Way Point.

Reconciliation is real work!

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A Big Problem Is Often Just Getting An Accurate Medication

List Patient brings in incorrect list. Patient does not take what is marked on

bottle. Patient does not know what is on and family,

pharmacy not available. Wrong name of med on ED sheet. Med bottles don’t jive with what the patient

says. Patient is unable to tell you. No family

available. MD on call does not know either. Can’t call the pharmacy “after hours”.

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Pt. Admitted Is time of last dose in question Yes Is this a 24 hour Med? Can clinic chart or Does clinic chart other sources be or other external obtained in 24 hours source reconcile? Is the medication list from an external source No available? Does this confirm Can Pharmacy reconcile drug and dose? drug and dose? Can patient or family give accurate, confirming data? Is time of last dose in question

Nurse completes Med Coordination Data Sheet

Physician orders with drugs, dosages, and times are assembled

Stop. Use this information

Yes

Call M.D.

Reconciled

Yes

No

No

Yes

Call M.D.

No

Yes

No

No Yes

No

Reconciled

No Call M.D.

Yes No

Reconciled Yes

No

Medication Coordination Flowsheet (Adapted from the work of Roger Resar, M.D.)

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The Intent and Value of Medication Reconciliation Is In Having An Accurate

Medication List.

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Transfer Reconciliation

Critical especially upon transfer in and out of intensive care and other specialty units

As much as 60% of the care plan after transfer may be different than what the physician expects

Can utilize internal computer systems to facilitate, but there must be an active decision to continue, discontinue, or modify each line item

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Transfer Reconciliation

Automatic stops of certain critical-care-specific drugs (e.g. dopamine) are acceptable provided those stop orders appear in the medical record. ? Benzodiazepines

Requirement to re-write all orders upon transfer introduces new opportunities for error

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Discharge Reconciliation

The patient’s reconciled list of admission medications is compared against the physician’s discharge orders along with the last day’s MAR.

The lists can either come from the computer system or be integrated with the original admissions list.

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To Be Successful:

Put the patient first (this isn't someone else's job)

You need to have some good change methodology to be able to develop a good product

You need to use this to replace something else i.e. medication history in nursing data base

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Understand Your Processes Process flow Data flow Roles and responsibilities Procedures

Build Incrementally – Start SmallLeadership Support is Critical

Project champions

To Be Successful:

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You must have organization alignment (physician, nursing, pharmacy, administration) Process Owner and Sub-Process Owners A champion for the entire process

Have a good education program when rolling it out

Appropriately Resource the project

You Need To Start!

To Be Successful:

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Questions / Comments/ Discussion

Contact Information

Contact Glenn Billman:

[email protected]