tapping into our toolbox: wrong-site surgery prevention...

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11/17/2015 1 November 17, 2015 Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Tools Presenter Manager, Clinical Analysis Led collaborative projects focusing on the prevention of wrong-site surgery. Three-year initiative with the Pennsylvania Partnership for Patients Hospital Engagement Network. 11/17/2015

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Page 1: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

11/17/2015

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November 17, 2015

Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Tools

Presenter

• Manager, Clinical Analysis

• Led collaborative projects focusing on the prevention of wrong-site surgery.

– Three-year initiative with the Pennsylvania Partnership for Patients Hospital Engagement Network.

11/17/2015

Page 2: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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Objectives

• Identify wrong-site surgery (WSS) prevention tools and resources available on the Authority's website

– Self- Assessment Checklist for Program Elements

– Observational Monitoring Tool

– Wrong-Site Surgery Error Analysis Form

• Explain how the Gap Analysis and Action Plan to Prevent Wrong-Site Surgery can be used to identify practice gaps.

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Authority Website

www.patientsafetyauthority.org

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• Place mouse pointer over “Educational Tools”

• Click on “Patient Safety Tools”

Page 3: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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Accessing the WSS Toolkit

• Click “Preventing Wrong-Site Surgery” in the list of patient safety tools

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WSS Toolkit

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Page 4: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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WSS Toolkit (con’t)

• “Program Tools”

– Self-Assessment Checklist for Program Elements

• Surgery and anesthesia

– Observational Monitoring Tool

• Surgery and anesthesia

– WSS Error Analysis Form

• Wrong ureter

• Wrong spinal level

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WSS Toolkit (cont’d)

• The toolkit also contains:

– Educational tools

– Snapshots

– Advisory articles

– Other publications

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Page 5: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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Self-Assessment Checklist (SAC) for Program Elements

Finding the WSS SAC Tool

• Two SAC tools

– Surgery

– Anesthesia

• Regional and local blocks

• Electronic or handwritten entry

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Page 6: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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Self-Assessment Checklist (SAC)

• Evaluates operating room policies and procedures for the following:

– Scheduling

– Consent

– Preoperative Verification

– Site Marking

– Time-Out

– Specimen Collection

– Upon Completion of Procedure

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Sample Section - SAC

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Page 7: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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SAC - Anesthesia

• Evaluates anesthesia block policies and procedures for the following:

– Consent

– Preoperative Verification

– Site Marking

– Time-Out

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Observational Monitoring Tool (OMT)

Page 8: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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Finding the OMT

• Two observational tools – Surgery

– Anesthesia • Regional and

local blocks

• Electronic or handwritten entry

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Observational Monitoring Tool (OMT)

• Monitor compliance of policies and procedures in the following:

– Scheduling/Consent

– Preoperative Verification

– Site Marking

– Time-Out

– OR Turnover

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Page 9: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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Sample Section - OMT

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OMT - Anesthesia

• Monitor compliance with anesthesia policies and procedures for the following:

– Scheduling/Consent

– Preoperative Verification

– Site Marking

– Time-Out

11/17/2015

Page 10: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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WSS Error Analysis Form

Finding the WSS Error Analysis Forms

• Three forms

– Main

– Ureter

– Spinal level

• Electronic or handwritten entry

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Page 11: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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WSS Error Analysis Forms (con’t)

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WSS Error Analysis Forms (con’t)

• Captures information about WSS near misses and actual occurrences

• Aids in the analysis of actual WSS events and near misses

• Asks specific questions to evaluate ureter and spinal level-related procedure errors

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Page 12: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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WSS Error Analysis Forms (con’t) Categories: • Extent and type of error

• Patient Characteristics

• Scheduling

• OR Consent Documentation

• Preoperative Verification

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Questions: • Why do you think the WSS occurred?

• According to investigation, what were the actions taken to prevent the error from harming this patient?

Categories: • Marking the Operative Site

• Time-Out

• Intraoperative Specimen Handling

• Communication Issues/Culture

Gap Analysis and Action Plan to Prevent Wrong- Site Surgery

Page 13: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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Finding the Gap Analysis Tool

• Identify potential practice gaps

• Electronic or handwritten entry

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Gap Analysis Tool

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• Compare observations to the Authority’s 21 Principles* following 5 phases: – Before the patient arrives on the day of surgery

– In the preoperative holding area

– In the operating room

– In the operating room immediately before the procedure

– Notify radiology for site confirmation • Spinal procedures

*http://patientsafetyauthority.org/EducationalTools/PatientSafetyTools/PWSS/Pages/principles.aspx

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Gap Analysis Tool (con’t)

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• Compare observations to

– 21 principles

– Goals of Principles

– Measurement Standard(s)

• Develop action plan

• Identify barriers to compliance

Surgeon Office Tools

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Finding the Surgeon Office Tools

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Surgeon Office Tools

• For Surgeon Offices: What You Can Do to Prevent Wrong-Site Surgery – Tip card and checklist help to identify of the patient’s

record to address and reconcile with the surgeon.

• Monitoring of Preoperative Information from Surgeon’s Office Available at First Encounter

– Monitor 10 cases to help ensure the availability of relevant preoperative information during preadmission testing or preoperative admission.

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Website demo

Questions?

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Page 17: Tapping Into Our Toolbox: Wrong-Site Surgery Prevention Toolsfiles.ctctcdn.com/6d4c737e001/a090b374-bd02-419a-bf80-1eea25ac… · Self-Assessment Checklist (SAC) for Program Elements

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Thank You!

www.patientsafetyauthority.org

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