pqcnc pfe ls2: authentic patient engagement - making changes that stick

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    Authentic Patient Engagement-

    Making Changes that Stick

    North Carolina

    February 20, 2014

    Libby Hoy,Patient & Family AdvisorFounder, PFCC Partners

    Copyright 2013, Patient & Family Centered CarePartners, Inc. All rights reserved

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    Our Story

    FearShame

    Disrespect

    Failure

    But it is also a story of.Partnership

    RespectCollaboration

    Compassion

    Empowerment

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    My mission

    To share our experiences inpartnership and true

    collaboration so that together

    we can improve healthcare forall of us.

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    The Potential

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    Patient & Family Centered Care

    PartnersPFCC Partnersis committed to building a community of healthcareproviders, administrators, ancillary staff, patients and families comingtogether to define best practices, share resources, connect with peersand access support and tools for integrating PFCC into theirorganizations.

    PFCC Partners recognizes that the quality of healthcare outcomes isimproved when the expertise of the healthcare providers is partneredwith the experience of the patients and families. Fromthe bedside tothe boardroom, patient & family centered care is about partnering todesign policies, programs and individual care plans for the bestpossible outcomes.

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    PFCCis the umbrella that leads

    to organizational improvement

    Improves

    QualityImproves

    Safety

    Improves

    OutcomesPatient

    Experience

    Improves

    Employee

    Engagement

    Copyright 2010 PFCC Partners, Inc

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    Definition of PFCC

    PATIENT & FAMILY CENTERED CARE is carethat is responsive to individual patientpreferences and needs while assuring

    patient values guide clinical decisions.

    Crossing the Quality Chasm, A New Health System for the 21stCentury, Institute of

    Medicine, 2001

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    The Call for Engagement

    Partnership for Patients

    Institute for Healthcare Improvement

    Institute of Medicine AHRQ

    National Quality Forum

    Patient Centered Outcomes Research Institute HRET Survey

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    Patient Engagement vs Patient

    ExperienceTo differentiate Patient & Experience and PatientEngagement, I think its important to look at the goals ofeach. The goals of Patient Experience are to increasepatient loyalty, increase market share and exceed thePatients expectations. The goals of Patient Engagement

    are to get folks invested in their own care by providingopportunities and structures for patients and their familiesto become active participants in healthcare. Therelationship is dynamic and reciprocal in nature, where asthe Patient Experience work is more linear in terms of the

    healthcare organization making efforts to provide a positivepatient experience. Although many patient experienceefforts rely on patient input, engagement relies on an ongoing partnering relationship.

    -Libby Hoy, December 2013

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    PFCC is Reciprocal

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    Strategy for Program Design,

    Implementation and Evaluation

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    What Does Patient Engagement

    Look Like?

    Calm

    ComfortableConfidant

    Copyright 2013 PFCC Partners, Inc.

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    Setting the Table in the Organization

    Purpose

    Clear vision of the roleof the PFAC in theorganization

    established Vision communicated

    to staff, clinical andnon clinical

    Identify & relegateappropriate staff and

    organizationalresources

    Activities

    Charter Written

    Loop Back established

    Staff resources

    identified

    Staffeducation/awareness

    Identify the link tothe strategic plan,PFAC as a strategy for

    meeting these goals

    Identify the singlepoint of contact forPFAs.

    Outcomes

    Organized Approach

    Communicated VisionBuilds Investment

    Avoids anotherproject for staff

    Avoid appearingdisorganized to thePFA, likely to loseinterest; appears

    Increases tokenism.

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    Characteristics of SuccessfulEngagement Practices

    Organization is clear about the vision for engaging patients and families

    PFAs are representative of the population served

    PFE an accepted STRATEGY for improvement across the board

    PFA serve on hospital wide committees,

    Leadership pushes the culture shift toward engagement

    PFAC agendas are created in partnership

    PFAs are seamless in the fabric of the organization, rather then heroes

    Every program, policy & design process involves PFAs from the outset

    Every staff person in the organization recognizes the value of PFAC & supports its

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    Common Pitfalls

    Lack of an Owner/ point personTokenism

    Support Group Mentality

    Community Cheerleading Group

    Inconsistency of effortFailure to close the Loop

    Lack of diversity (socio economic, disease, experience, racial,

    age)

    Lack of Follow through on recommendations, not necessarily

    implementation, but consideration

    Lack of preparation in the organization

    Leadership not directly involved

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    Budget Items

    Print MaterialsOrganizational Education MaterialsPatient & Family Engagement MaterialsPostersMailers

    Catering CostsParking ValidationChild CareBackground Check & BadgesGas cardsTransportation Tokens

    Staff TimeDevelop print materialsEducating StaffReview applicationsInterviews

    Coordination of Orientations

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    Sample Charter

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    Recruitment of Patient & Family

    Advisors

    Purpose

    Ensure an effectivecomposite of PFAs

    who are diverse indemographic,experience anddiagnostics

    Reflective of thepopulation served

    Experience on yourcampus

    Activities

    Publicizing the PFACwithin theorganization toinvolve staff

    Application

    Interview

    Utilize the crosssection of staff to

    support recruitment

    Outcomes

    Representative groupwill design solutionsfor all patients &families served

    Large candidate pool= avoidingoverwhelming thegroup

    Sharing the load tobe representative

    Less likely to fall intosupport group mode

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    Core Competencies of PFAs

    Ability to

    embrace a

    TeachableSpirit.

    Ability to be

    theRepresentative

    Voice Ability toCollaborate

    Constructively

    Co ri ht 2013 PFCC Partners, Inc.

    Ability to Establish Partnerships

    Ability to beSolution

    Focused

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    Recruiting Plan

    1. Structure Established

    -Single point of contact

    Volunteer services

    Customer Service

    Grievance Process

    2. Process established

    -Referral Forms

    -Self Referral process

    3. Identify Engagement Strategies & Partners

    -Provide staff information

    -Engage leaders from all areas

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    Referral Process

    Referral Form components:1. Vision Statement

    2. Contact info (with permission)

    3. Reason for referring

    Process Owner:

    1. Distributes Referral Forms

    2. Accepts completed referrals

    3. Sends the Application

    4. Schedules & Coordinates Interviews

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    Application & Interviewing

    Application:Provides pertinent experiences

    Provides a flavor of communication style

    States the commitment up front

    Identifies areas of experience on campus

    Formalizes the process and engagement

    Self Selection opportunity

    Availability identified

    Interview:

    Panels to Staff sponsor and current PFACsStaff member alone

    Phone interviews, with limitations

    In person interviews preferred

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    Points of Engagement

    Patient & Family Advisory Councils

    Quality Initiatives

    Safety Initiatives

    Committee participation

    Family Faculty presentations

    Peer support

    Document review

    Staff interviewsLEAN projects

    Program Design

    Facilities Design

    Advocacy Efforts

    Foundation Efforts

    Marketing Efforts

    Staff Appreciation Efforts

    Story Telling

    Organizational BoardE-Advisors

    Starting points Requires some experience Requires More Experience

    and/or additional training

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    FAQs

    What is the right number of PFAs?No perfect number, though majority +/- 12

    Can staff serve in the role of PFAs?

    Not recommended, PFAs are in the room with a singularpurpose

    How many staff members serve on PFACs

    Recommend 30% of total, including leadership no more then50%

    Should PFAs go through Volunteer Orientation?

    Ultimately, YES

    What about confidentiality?

    Patients who complete applications are sharing theirexperiences voluntarily. PFAs should sign confidentiality

    agreement with the organization.

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    Sustainability Practices

    Purpose

    PFAs will come and go

    according to their owntiming, values and need.

    Design a Council to fill

    the WHAT and it will notrely on the WHO involved

    Expansion of theintegration of PFAs into

    the organization

    Quality & SafetyCommittee

    Design projects Workgroups

    Legislative Advocacy

    Unit Specific Councils

    Activities

    Continuous recruiting,

    Create multiple avenuesfor engagement outsidethe PFAC

    Publicize point of contactto the organization,

    Shared agenda

    Provide time for storytelling

    Establish theExpectations

    Organizational Structure

    Mission Statement

    Priority Development

    Tied to strategic plan

    Outcomes

    Avoid wearing down PFALeaders

    Provide moreopportunities for

    engagement = increasingyour diversity

    Fresh ideas

    New perspectives

    Develop best practicesfor integration of patientfamily integration on

    improvement teams

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    Sustaining Engagement

    One action you can take

    tomorrow to sustain your

    engagement plan

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    Contact

    www.pfccpartners.com

    [email protected]

    5199 E. Pacific Coast Hwy, Suite 306

    Long Beach CA 90804

    562.961.1100

    http://www.pfccpartners.com/http://www.pfccpartners.com/http://www.pfccpartners.com/