Call 4: Checklist Modification/Customization

Last Week’s Call

• Culture survey background and development.

• The benefits of using the culture survey as a baseline for your hospital.

• Administering the culture survey in your ORs.

• Eric Murdock from Palmetto Richland shared how he administered the culture survey at his hospital.

• Strategies for getting staff and physicians to complete the survey.

How Did the Homework Go?

Homework to Date• Build an implementation team.

• Schedule a time and venue for a meeting to take place after January.

• Send us an email at: safesurgery2015@hsph.harvard.edu letting us know how you would like to administer the survey at your hospital. Please also include your mailing address in this email.

• Download the OR Personnel Spreadsheet from our website and begin completing the information with the names, roles, and email addresses if relevant.

Poll 1: How Will You Be Administering the Culture

Survey?• Staff will get the survey via email and

physicians will complete it on paper.

• Everybody will complete the survey on paper.

• We will not be administering the survey.

Poll 2: Would Surgeons at Your Hospital Be Interested in Attending a Special Webinar Dedicated to Talking

to Surgeons About This Project? This webinar would be held early in the morning or in the

evening on January 12th.

• Yes• No

Poll 3: Are you planning on being on next week’s

webinar?• Yes• No• Not sure yet

Meeting the Team

Rick Foster, MDSVP, Quality & Patient Safety

SCHA

Today’s Topics• The importance of modifying the checklist

for your hospital.

• Modification 101.

• Lynn Wythe from Palmetto Baptist will share her experiences implementing the checklist.

Checklist Modification 101

The Next Step in Your Journey:Make Me Your Own

This Checklist Is Not . . .• An algorithm.

• A tool to train people how to do their jobs.

• A “tick boxing” exercise.

This Checklist is . . .

• A reminder for the surgical team to perform/discuss critical safety steps for every patient every time.

• Performed as a team and read aloud.

Teamwork is Hiding

in the Checklist

Origin of Checklist Items

Universal Protocol/Sta

ndard of Practice

SCIP

WHO/SC Checklist

Universal Protocol/Sta

ndard of Practice

SCIP

WHO/SC Checklist

Universal Protocol/Sta

ndard of Practice

SCIP

WHO/SC Checklist

Universal Protocol/Sta

ndard of Practice

SCIP

WHO/SC Checklist

Checklist Modification Basics

The Basics

• One size doesn’t fit all. Every hospital should modify the checklist (more than one checklist might be needed).

• Checklist modification creates buy-in and ownership.

• The checklist is designed to promote teamwork and communication . . . don’t remove teamwork/communication items.

Things to Keep In Mind When Modifying the

Checklist

Brief• Each section (Before Induction of

Anesthesia, Before Skin Incision, and Before the Patient Leaves the Room) should take < 1 minute.

• The checklist should never take longer than the procedure.

• The checklist should fit on one page.

When Adding and/or Removing Items Ask Yourself . . . .

Is this a critical safety step at risk for being

missed?

Is this adequately checked by

other mechanisms?

Is this item discussed at a time when all relevant team members are

present?

Can something be done about

it?

Is this a safety step that you

might not notice if it is not done?

Is the Checklist the Best Way to Take Care of This?

• Glycemic Control• Fire Risk Assessment• Hair Removal • Checking Pressure Points

“If the item will not help you, will this item help

anybody here?”

Lynn WythePalmetto Health Baptist

This Week’s Homework• Review the checklist modification guide and

South Carolina Checklist Template.

• Modify the checklist with your implementation team.

• Email our team to let us know how you are going to administer the culture survey: safesurgery2015@hsph.harvard.edu.

• Complete the OR Personnel Spreadsheet with the names and roles of everybody in your OR.

??Questions

Ask Us a Question By Using the Raise Hand Button

Next Call:

Small Scale Testing, Table Top Simulation, and the

Checklist as a Documentation Tool

Resources

Website:www.safesurgery2015.org

Email: safesurgery2015@hsph.harvard.edu