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The Health Roundtable Limited (ACN 071 387 436) 40 Port Jackson Road Terrigal NSW 2260 Tel: +61 2 8041 1421 Email: [email protected] John Menzies General Manager 1 March 2016 TO: Executive Sponsors & Liaison Representatives SUBJECT: Special Roundtable Improving Patient Blood Management HRT1619 Aerial Centre, UTS, Sydney, 22 – 23 June 2016 The Health Roundtable is delighted to host a Special Roundtable to improve Patient Blood Management (PBM), scheduled for 22-23 June, Sydney. Three important leaders in PBM, James Isbister, Axel Hofmann, and Shannon Farmer will shed light on how to achieve good practice. Patient Blood Management is an important safety and quality initiative with the potential to improve patient outcomes whilst also reducing hospital expenditure. Red Blood Cell (RBC) transfusion is independently associated with increased morbidity, mortality, hospital and ICU length of stay, and increased cost. On average, RBC transfused patients stay 2.5 days longer, with increased odds ratio of death of 1.7. A recent West Australian study estimated the total hospital-associated cost of RBC transfusion across a five hospital health service to be $77 million per year. Blood product costs will be devolved to public hospitals and incorporated into the ABF framework. Existing wide variation: RBC transfusion rates vary from 8% to 93% in cardiac surgery, and 9-92% in orthopaedics. A large number of transfusions may be inappropriate and avoidable. Australian NSQHS Standard 7 requires that hospitals have systems in place to ensure safe and appropriate prescribing and use of blood and blood products, and that they are consistent with national evidence- based guidelines.

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The Health Roundtable Limited(ACN 071 387 436)

40 Port Jackson RoadTerrigal NSW 2260

Tel: +61 2 8041 1421Email: [email protected]

John Menzies General Manager

1 March 2016 TO: Executive Sponsors & Liaison RepresentativesSUBJECT: Special Roundtable Improving Patient Blood Management HRT1619

Aerial Centre, UTS, Sydney, 22 – 23 June 2016

The Health Roundtable is delighted to host a Special Roundtable to improve Patient Blood Management (PBM), scheduled for 22-23 June, Sydney. Three important leaders in PBM, James Isbister, Axel Hofmann, and Shannon Farmer will shed light on how to achieve good practice.

Patient Blood Management is an important safety and quality initiative with the potential to improve patient outcomes whilst also reducing hospital expenditure. Red Blood Cell (RBC) transfusion is independently associated with increased morbidity, mortality,

hospital and ICU length of stay, and increased cost. On average, RBC transfused patients stay 2.5 days longer, with increased odds ratio of death of 1.7. A recent West Australian study estimated the total hospital-associated cost of RBC transfusion across a

five hospital health service to be $77 million per year. Blood product costs will be devolved to public hospitals and incorporated into the ABF framework. Existing wide variation: RBC transfusion rates vary from 8% to 93% in cardiac surgery, and 9-92% in

orthopaedics. A large number of transfusions may be inappropriate and avoidable. Australian NSQHS Standard 7 requires that hospitals have systems in place to ensure safe and

appropriate prescribing and use of blood and blood products, and that they are consistent with national evidence-based guidelines.

Subscription information. Special data reports will be available to highlight the impact of PBM practice in each organisation. Over two days, participating teams will share innovations and develop action plans to improve local practice. If your service would like to subscribe to this Special Roundtable please return the subscription form attached. An invoice of $5,000 will be forwarded.

Who Should Participate? Your Roundtable team should include clinical and operational leaders and those with a special interest in improving Patient Blood Management. Ideally, it is the Roundtables experience that when teams of about 3-5 people attend the workshop and develop an agreed action plan; improvements are more likely to be implemented. Each team should appoint a leader to be responsible for completing the attached survey and preparing a short innovation poster using the PowerPoint template provided. The innovation should be an improvement initiative implemented at your Health Service in the last 2 years relating to Patient Blood Management. Please complete: The survey and return to [email protected] by 17 May, optional to complete online Email your Innovation Presentation to [email protected] by 1 June Register attendees for the meeting by 15 June There will be a ‘share and steal market place’ session, If your service has developed policies, procedures

or tools, please bring printed copies to display at the ‘market place’. If you need any assistance, please contact Kate Tynan on +61 0417 481 661 [email protected]

John MenziesGeneral Manager

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SPEAKER PROFILES

Copyright 2016 The Health Roundtable Ltd Page 2 HRT1619 Patient Blood Management – 22-23 June - SydneyPlease return to: [email protected] by 17 May 2016

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Professor James Isbister AM FRACP FRCPA Consultant in Haematology and Transfusion Medicine and Clinical

Professor of Medicine, Sydney Medical School, Royal North Shore Hospital of Sydney

Conjoint Professor of Medicine, University of NSW Adjunct Professor, University of Technology, Sydney Adjunct Professor of Medicine, Monash University Melbourne, VIC

Professor Isbister was an undergraduate at the University of NSW and did postgraduate training at St Vincent’s Hospital and the Royal Postgraduate Medical School, London. His main career has been at Royal North Shore Hospital as Head of the Department of Haematology and Transfusion Medicine being appointed Consultant Emeritus in 2004. He has conjoint professorial appointments at several universities and continues to serve on National and International Advisory Committees. He is currently chair of the massive transfusion registry at Monash University and chair of the National Blood Authority PBM steering committee. Prof Isbister has had a broad range of clinical, research and teaching interests in haematology, transfusion medicine and patient blood management and has received acknowledgement with several National and International awards. He was one of the early advocates for moving blood transfusion from a product focus to a patient focus and differentiating patient blood management from donor blood management.Mr Shannon Farmer Consultant in Patient Blood Management Adjunct Research Fellow, CTEC School of Surgery, Faculty of Medicine,

Dentistry and Health Sciences, The University of Western Australia Adjunct Senior Research Fellow, Centre for Population Health Research,

Faculty of Health Sciences, Curtin University, Western AustraliaMr Farmer is a consultant in patient blood management (PBM) and holds academic research appointments at The University of Western Australia, Curtin University in Western Australia and Englewood Hospital and Medical Centre in New Jersey, United States. He co-founded/directed Australia’s first comprehensive Blood Conservation Program at Fremantle Kaleeya Hospital, Western Australia 1990-2000. He was a Consultant to the Western Australia Department of Health PBM Program 2007-2013, a program he co-designed and co-implemented. He is well published in peer-reviewed journals, has co-authored a book and book chapters, is an invited reviewer for peer-reviewed journals, has been Principal Editor of a peer-reviewed medical journal, lectured widely on the subject of PBM, organised scientific meetings, served on clinical trial committees, facilitated surgical haemostasis training workshops, and consulted to a number of national and international health bodies and institutions, assisting with developing PBM programs and doing collaborative research. He is on the National Blood Authority (Australia) Clinical Reference Group developing national PBM Guidelines. He is Expert Panel member for the European Commission European Guide on “Good Practices in the Field of Blood” and “European Union Guide for Member States on Good Practices for Patient Blood Management (EU-PBM),” Consumers, Health and Food Executive Agency (CHAFEA) of the European Commission. He was a founding member of the Society for the Advancement of Blood Management and is a Board member of the international Medical Society for Blood Management. He is currently a Principal/Associate Investigator of three research grants.

Copyright 2016 The Health Roundtable Ltd Page 3 HRT1619 Patient Blood Management – 22-23 June - SydneyPlease return to: [email protected] by 17 May 2016

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Dr. Axel Hofmann, ME Visiting Professor, Institute of Anaesthesiology, University Hospital

Zurich, Switzerland Adjunct Associate Professor, School of Surgery, University of

Western Australia Adjunct Associate Professor, Faculty of Health Sciences, Curtin

University WA

Dr. Hofmann is a Doctor of Medical Science and holds a Master’s Degree in Economics. He currently has several academic affiliations in Europe and Australia. With his background in health economics and outcomes research, he has specialized in the field of Patient Blood Management (PBM). His main activities are related to PBM research and the implementation of PBM programs in the public health sector and large hospital systems.Dr. Hofmann is well published in international peer-reviewed journals and an invited speaker at numerous universities, medical schools, government agencies and international symposia. He is also a consultant to major pharmaceutical corporations and NGOs particularly in the field of PBM. He is a founding member of the Society for the Advancement of Blood Management where he served on the Board of Directors from 2001-2004, and a co-founder of the Medical Society for Blood Management where he serves as a board member.

Rates of blood transfusions* vary widely across the Health Roundtable members. For these facilities > 100 episodes of I03 (Hip) and I04 (Knee) DRGs, transfusion rates vary from 28% to 2%. Hospital B has implemented a PBM program.

*1370601 Administration of whole blood

1370602 Administration of packed cells1370603 Administration of platelets

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AGENDA – PATIENT BLOOD MANAGEMENT HRT1619Day 1 -Wednesday 22nd June 2016

7:00 – 9:00 Data Workshop (optional)Data presentation over a working breakfast.

8:30 – 9:00 Registration (Arrival Tea and Coffee)

9:00 – 9:30 Welcome and introductions

9:30 – 10:00 SETTING THE STAGE 1 – Thought Starter Professor James IsbisterHistory of Patient Blood Management: ‘Product Focus vs Patient Focus’Small Group Discussion and Q+A

10:00 – 10:30 What really is Patient Blood Management: No brainers, evidence and data. Small Group Discussion and Q+A

10:30 – 11:00 Morning tea

11:00 – 12:15 SETTING THE STAGE – Developing the burning platform for changeOverview of Survey Results and ReportsSmall Group Discussion Identifying practical metrics for blood management

12:15 – 12:30 WA Data System: Demonstrating Solutions

12:30 – 13:30 Lunch

13:30 – 15.15 DECIDE WHAT TO DO! Rapid fire INNOVATION POSTER presentationsEach Health Service to highlight one innovation related to Patient Blood Management practice

15:15 – 15:45 Afternoon Tea

15:45 – 16:45 DECIDE WHAT TO DOAction planning and aim statements, Teams to present back their A3s

18:30 Group Dinner (Optional). Cafe del Mar, Cockle Bay, Sydney

Day 2- Thursday 23rd June 2016

8:30 – 9:00 Arrival Tea and Coffee

9:00 – 10:00 MAKE IT HAPPENRecap of Day 1 Ideas. Barriers & Road blocks to Making It HappenThought starter Dr Axel Hofmann Small Group Discussion and Q+A

10:00 – 10.30 Mr Shannon Farmer: The WA PBM Program – The Kotter Model for Change and the Importance of Data Small Group Discussion and Q+A

10:30 – 11:00 Morning Tea

11:00 – 12:30 MAKE IT HAPPENPresentation from HRT on Communications for understanding & buy in: Teams to develop communication plan on their A3 & some to present backPresentation on Producing Short Term wins: Teams to develop measuresA3 Input & Issues – Teams to input into our online system the key issues / things they need help with around their Action plan

12:30 – 13:30 Lunch

13:30 – 14:30 MAKE IT HAPPENGALLERY WALK of A3 Action Plans – with comments and ideas added. We print out the action plans and put them around the walls. Teams walk around looking at each other’s action plans and comment on them. Discussion on next year’s theme

15:00 Meeting Ends

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SUBSCRIPTION R3Special Roundtable

Improving Patient Blood Management HRT1619

Please return by email or fax to + 61 (0) 2 8569 [email protected]

Please complete and return to [email protected] and an invoice for $5,000 will be sent to you. Note delegates fees are billed separately.

TO: John Menzies, General Manager, The Health Roundtable Limited

My organisation would like to subscribe to the following event:

Activity HRT1619Improving Patient Blood Management

Health Service Name          

Contact email and phone

Executive Sponsor          

                   

Lead Delegate          

                   

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DELEGATE REGISTRATION DETAILSPATIENT BLOOD MANAGEMENT SPECIAL ROUNDTABLE – 22nd AND 23rd JUNE

2016PLEASE USE OUR WEBSITE TO REGISTER, AT WWW.HEALTHROUNDTABLE.ORG

CLICK ON “ATTEND EVENT – MEETING REGISTRATION” – THEN FIND MEETING CODE HRT1619

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MANNUAL DELEGATE REGISTRATION DETAILSUSE THIS FORM ONLY IF YOU ARE UNABLE TO REGISTER ONLINE WWW.HEALTHROUNDTABLE.ORG

PATIENT BLOOD MANAGEMENT MEETING HRT1619 22&23 JUNE 2016

ORGANISATION NAME      

Chief Delegate #1 Name      

Position      

Phone       Email      

Please tick if you will be attending the Dinner on 22 June 2016

Delegate #2 Name      

Position      

Phone       Email      

Please tick if you will be attending the Dinner on 22 June 2016

Delegate #3 Name      

Position      

Phone       Email      

Please tick if you will be attending the Dinner on 22 June 2016

Delegate #4 Name      

Position      

Phone       Email      

Please tick if you will be attending the Dinner on 22 June 2016

Delegate #5 Name      

Position      

Phone       Email      

Please tick if you will be attending the Dinner on 22 June 2016

2-Day Conference Package includes all Conference Facilities, morning and afternoon tea and lunches.

No. of delegates attending       @ AUD$295 + GST (A$324.50) per person = AUD$      

No. of delegates attending       @ AUD$80 + GST (A$88) per person = AUD$      

TOTAL TO PAY BY 15 June – AUD$      PLEASE NOTE: This is not a Tax Invoice – if you are unable to register on the Website please complete and fax to The Health Roundtable (+61 2 8569 1703) or email to: [email protected] by 15 June. When we receive this form, we will prepare and email a Tax Invoice to you.

Delegate Registrations may be cancelled up to 1 week before the meeting, with a full credit of monies paid. After that date, no credits are possible. However, you may substitute a different person for those registered at any time. Hotel and airfare arrangements are separate, and may have different policies regarding cancellations and name changes. Please contact them directly.

Accommodation & Travel/Flight ArrangementsDelegates are responsible for making their own accommodation and travel/flight arrangements.The Aerial Function Centre does not provide accommodations. Nearby Hotels are:Mecure Sydney; 818 George St Sydney 02 9217 666Novotel Sydney Central; 169 Thomas St, Sydney 02 9281 6888

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PATIENT BLOOD MANAGEMENT HRT1619

SURVEY TO BE COMPLETED

Pre-meeting Survey InstructionsPlease complete the Survey below no later than 17 May 2016.

Where possible please complete the survey online Click here or paste URL into browser http://surveys.healthroundtable.org/s3/HRT1619-Patient-Blood-Managment

Please involve the delegates attending the meeting in the completion of this self-assessment survey and a review of the responses. The survey information will be used only within the Roundtable and will not be released externally without the unanimous consent of the participating organisations.

If you cannot complete online fill out the survey below and return as a Word document. Please enter your responses in the shaded boxes in each section. Space for responses will automatically expand to handle all of the text you enter – ignore how this impacts on the pagination or other layout. If you have additional attachments to support your survey responses, please send them as email attachments and cross-reference their file names on the survey. If you wish to complete this form please email to [email protected]

SECTION 1 ORGANISATION NAME:      

NAME OF MAIN HOSPITAL FACILITY COVERED IN THIS SURVEY:      

(NOTE: PLEASE FOCUS ON ONLY ONE FACILITY/CAMPUS IF YOU HAVE MULTIPLE SITES)PLEASE NOMINATE SOMEONE FOR US TO CONTACT IN CASE WE HAVE ANY QUERIES WITH THIS RETURNED COMPLETED SURVEY:

NAME:      

POSITION:      

PHONE:      

EMAIL:      

Copyright 2016 The Health Roundtable Ltd Page 9 HRT1619 Patient Blood Management – 22-23 June - SydneyPlease return to: [email protected] by 17 May 2016

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INTRODUCTIONPlease help us to learn more about what work your health service has done around Patient Blood Management. Your feedback will allow us to structure the Workshop to better assist your organisation to improve PBM.

SECTION 2 WHAT INFORMATION DOES YOUR ORGANISATION HAVE TO MANAGE PBM?

1 Do you currently have dedicated Patient Blood Management Staff? (E.g. a PBM medical director, PBM CNC in either a separate Unit or within a larger Unit or Department?

2

YES NO NOT SURE

2 Do you currently report on PBM metrics or transfusion practice? YES NO NOT SURE

If yes, does your reporting include any of the below? (please tick) Units transfused by department Transfusion rate across key patient groups Pre/post transfusion lab results Single unit transfusion rate All of the above and others

3 Is the above reporting manual, or automated?

Manual Automated Not sure N/A (no reporting)

4 Is your Business Analysis/Performance unit involved in provision of any data collection or reporting?

YES NO NOT SURE

5 Questions 5&6 relate to the draft data specifications, to be discussed at the workshop. Please see next page for draft and sample data.Are you able to supply patient-level data on Full Blood Picture lab test results? (Including sample collection date & time, test type, and result).

Yes, we have this available and could easily send if requested Yes, but it may be difficult No, not within the next 12 months Not sure

6 Are you able to supply patient-level data on transfused fresh blood products? (Including issuance date & time, unit type, and number of units actually transfused).

YES NO NOT SURE

7 If you have any comments or further information you would like to provide, you may do so below.     

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SECTION3: INNOVATIONS

Please list and briefly describe up to four Innovations you have implemented in the last 2 yearsInitiative Name Description Outcomes to date1.                  

2.                  

3.                  

4.                  

SECTION 4: HOT TOPICS

List here any issues that you would like to get help from your colleaguesHot Topic Question Background or Description of Issue1.            

2.            

PBM Data SpecificationsDraft for Consultation

Data SpecificationsThe following data specification will be discussed at the PBM improvement group workshop in June 2016, and relates to the survey questionnaire 5&6 above. Can the following information be supplied for all inpatients (transfused and not transfused, same day and multi day cases) for the date range requested (eg 14/15 financial year). Separate extracts are required for laboratory and transfusion information.Note: if you cannot supply all the information listed, please note what you think is possible. We can work with you to assist in preparing extracts for submission.

1. Transfusions Data TableEach row in this dataset represents one type of unit of fresh blood component transfused for a given episode. Units of fresh blood components are red blood cells (RBC), fresh frozen plasma (FFP), platelets (PLT) and cryoprecipitate (Cryo).

Field NotesHospital Identifier Hospital code. Same as submitted with casemix data.Unit Record Number Any unique patient identifier common to all episodes for

that patient. Same as submitted with casemix data submission.

Episode Number Any unique episode identifier. This field is also used tolink to casemix data submission. This should be aunique key field for each episode record.

Issue Date & Time Date and time the blood product was issuedProduct Type RBC, FFP, PLT or CryoNumber of units Number of units of Product Type transfused.

Exclusions:1. Units of blood not transfused2. Autologous units transfused

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2. Lab Results Data TableEach row in this dataset represents a result of laboratory testing. All available results between two weeks prior to admission date and discharge date & time should be submitted.We are only interested in the results from a Full Blood Picture (FBP), blood gas analysis (BGA), or point of care testing (POCT). Please refer to the sample data.

1. Haemoglobin (g/L)2. White Cell Count (x10*9/L)3. Platelet Count (x10*9/L)4. Haematocrit (PCV)5. MCV (fL)6. MCH (pg)7. MCHC (g/L)8. RDW9. Reticulocytes (x10*9/L)

3. Lab Results Data TableEach row in this dataset represents a result of laboratory testing. All available results between two weeks prior to admission date and discharge date & time should be submitted.We are only interested in the results from a Full Blood Picture (FBP), blood gas analysis (BGA), or point of care testing (POCT). Please refer to the sample data.

10. Haemoglobin (g/L)11. White Cell Count (x10*9/L)12. Platelet Count (x10*9/L)13. Haematocrit (PCV)14. MCV (fL)15. MCH (pg)16. MCHC (g/L)17. RDW

Lab Results NotesHospital Identifier Hospital code. Same as submitted with casemix data.Unit Record Number Any unique patient identifier common to all episodes

forthat patient. Same as submitted with casemix data submission.

Collect Date & Time Date and time of blood sample collectionTest Item Test item from the above list.

Eg: Haemoglobin, White Cell Count, MCHC, Retics, etc.Test Type FBP, BGA, or POCTResult Result of the lab test (numerical only).

Eg: 127, 0.43, etc.18. Reticulocytes (x10*9/L)

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Sample Data

Transfusions

Patient had 2 units of RBCs and 1 unit of Cryo given, and then a single unit of RBCs the following day.

Hospital

URN Episode IssueDateTime ProductType NumUnits

XYZH A1234567

987654321

23/01/2016 13:27

RBC 2

XYZH A1234567

987654321

23/01/2016 13:27

Cryo 4

XYZH A1234567

987654321

24/01/2016 09:30

RBC 1

Lab Results

Hospital

URN CollectDateTime

TestItem TestType Result

XYZH A1234567

23/01/2016 11:00

Haemoglobin FBP 91

XYZH A1234567

23/01/2016 13:15

Haemoglobin GAS 65

XYZH B1357911

02/02/2016 15:20

Haemoglobin FBP 154

XYZH B1357911

02/02/2016 15:20

Haematocrit FBP 0.46

XYZH B1357911

02/02/2016 15:20

White Cell Count FBP 5.9

XYZH B1357911

02/02/2016 15:20

Platelet Count FBP 213

XYZH B1357911

02/02/2016 15:20

MCV FBP 90

XYZH B1357911

02/02/2016 15:20

MCH FBP 32

XYZH B1357911

02/02/2016 15:20

MCHC FBP 345

XYZH B1357911

02/02/2016 15:20

RDW FBP 11.2

XYZH B1357911

02/02/2016 15:20

Reticulocytes FBP 68

Copyright 2016 The Health Roundtable Ltd Page 13 HRT1619 Patient Blood Management – 22-23 June - SydneyPlease return to: [email protected] by 17 May 2016