Laurie Herndon, MSN, GNPDirector of Clinical Quality

Massachusetts Senior Care Foundation

SBAR Communication Form and Progress Note

The development and evaluation of the INTERACT quality improvement program and Curriculum are supported by grants from the Retirement Research Foundation and The Commonwealth Fund

INTERACT Curriculum Session 4

If you are participating in a teleconference proceed to the next slide for instructions

If you are reviewing this session as a self-learning activity: Proceed to slide # 4 Click the speaker at the bottom of each

slide to listen to the audio If you do not have audio, click on “View” on the

toolbar, and select “Normal” to view the text below each slide – if necessary select “Zoom” to make all of the slide and text visible.

INTERACT Curriculum Session 4

Teleconference Instructions

Call in Number 1-888-808-6959

Conference Code 3588988 #During the call, please mute your line Press * 6

To un-mute your line Press # 6

If the leader is not on the call when you call in, please wait

INTERACT Curriculum Session 4

Welcome and Introductions

SBAR: Purpose and Implementation Strategies

This session is designed for the entire interdisciplinary team, including the:

• Project champion and co-champion• DON, key RNs and LPNs• Medical director, primary care MDs, and

NPs/PAs

SBAR: Purpose and Implementation Strategies

Laurie Herndon is a Gerontological Nurse Practitioner at Fallon Clinic in Worcester MA. She received her Master of Science in Nursing at Simmons College. She is currently the Director for Clinical Quality at Massachusetts Senior Care Foundation.

Laurie has worked as a project consultant for a number of New England Quality Improvement Organizations on topics including Depression, Falls, and Medication Management. 

She holds a clinical faculty position at the University of Massachusetts Graduate School of Nursing in Worcester where she served as the project coordinator for CoGEMS: Comprehensive Geriatric Education and Mentoring Across Settings laurieherndon@yahoo.com

The INTERACT Interdisciplinary Team

Laurie Herndon, GNP Mass Senior Care FoundationGerri Lamb, PhD, RN, FAAN Arizona State UniversityRuth Tappen, EdD, RN, FAAN Florida Atlantic UniversitySanya Diaz, MD Florida Atlantic UniversityJohn Schnelle, PhD Vanderbilt UniversitySandra Simmons, PhD Vanderbilt UniversityAnnie Rahman, MSW Miami UniversityJo Taylor, RN, MPH The Carolinas Center for Medical ExcellenceAlice Bonner, PhD, GNP Center for Medicare and Medicaid Services

In collaboration with participating nursing homes

SBAR: Purpose and Implementation Strategies

Before You Begin

Download and print the SBAR from the INTERACT II website (www.interact2.net)

Click on INTERACT Tools Click on SBAR Communication and

Progress Note

SBAR: Purpose and Implementation Strategies

Describe the purpose of the SBAR Communication and Progress Note

Identify two strategies for implementing the SBAR

What this session will cover

SBAR: Purpose and Implementation Strategies

Pre Session #4 Quiz

Please complete the Pre-Session Quiz If you take the Quiz in a paper and pencil format,

please make sure your facility champion or co-champion gets a copy

If you are reviewing this session on-line, you can take the on-line Quiz, or take the Quiz using a hard copy obtained from your facility champion or co-champion, and return it to them

SBAR: Purpose and Implementation Strategies

Homework Review

SBAR: Purpose and Implementation Strategies

The Purpose of the SBAR

Improve communication Consistent language Standardized criteria Clear guidelines Communication that is efficient Communication that is effective

SBAR: Purpose and Implementation Strategies

SBAR is a tool for LPNs and RNs to evaluate changes in the resident’s condition AND communicate them to the MD/NP/PA AND document them

SBAR: Purpose and Implementation Strategies

Case Study : Mrs. Jones

SBAR: Purpose and Implementation Strategies

Getting a comprehensive history:Who to involve

Other staff members including: CNA Rehab staff Social Workers Activities Family member Health Care Proxy

SBAR: Purpose and Implementation Strategies

SBAR: Purpose and Implementation Strategies

Case Study : Mrs. Jones

SBAR: Purpose and Implementation Strategies

Case Study : Mrs. Jones

Case Study : Mrs. Jones

SBAR: Purpose and Implementation Strategies

Progress Note

SBAR: Purpose and Implementation Strategies

Video Clip

SBAR: Purpose and Implementation Strategies

Implementing the SBAR within the culture of your nursing home

SBAR: Purpose and Implementation Strategies

Implementation StrategyTraining Tip: Making the case for SBAR

Assists nurse in organizing and articulating their assessment

Easily alerts all providers about a change in condition

Enhances shift to shift communication Can be copied and sent to ER with resident

SBAR: Purpose and Implementation Strategies

Implementation Strategies Start on one unit Individual vs. group training sessions Daily reminders Engage the medical director Include as part of orientation Can track “near misses”

SBAR: Purpose and Implementation Strategies

Homework (1)

Select two implementation strategies from suggestions provided (One strategy must include getting started with the SBAR on at least one unit)

Implement the SBAR on at least one unit with at least one nurse for the next two weeks

SBAR: Purpose and Implementation Strategies

Homework (2) Prior to the next call, ask staff who have been using

the SBAR for the following feedback: How has using the SBAR influenced your conversations with

MDs/NPs/PAs when you are calling them about a change in a resident condition

Do you have any questions or suggestions about the SBAR?

For the next call, be prepared to take 1-2 minutes to share:

Which two implementation strategies you selected

Feedback from the staff

SBAR: Purpose and Implementation Strategies

Un-mute the line: Press # 6Please re-mute your line after talking: Press * 6

Questions and suggestions on Session 4 can also be directed to Laurie Herndon

by email at:

laurieherndon@yahoo.com Please insert in the Subject Line:

“Question about the INTERACT Curriculum”

For teleconference participants:Questions, Suggestions, Comments?

SBAR: Purpose and Implementation Strategies

Session 5:

Care Paths and Change in Condition File Cards

The Next Session

The topic and participants are listed belowFor teleconference participants, check the date and time for the next session

Champion DON Key RNs,

LPNs

Medical Director Key MDs,

NPs/PAs

SBAR: Purpose and Implementation Strategies

Please complete the Post-Session Quiz and Evaluation If you take the Quiz and complete the Evaluation in a paper and

pencil format, please make sure your facility champion or co-champion gets a copy

If you are reviewing this session on-line, you can take the on-line Quiz and complete the evaluation on-line.

Post-Session #4 Quiz and Evaluation

SBAR: Purpose and Implementation Strategies