PDSA Ini.al training January 26 & 27, 2017 · January 26 & 27, 2017 Dorian Seamster Seamster...

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5/16/17 1 PDSA Ini.al training January 26 & 27, 2017 Dorian Seamster Seamster Consul.ng Objec.ves for Today 1. Describe what a PDSA is and why to do them 2. Describe SMART goals and iden.fy whether a goal is SMART 3. Describe why you need data for a PDSA 4. Be prepared to iden.fy an Aim, a Goal, and a test of change you will work on 5. Be familiar with how to plan the ac.vi.es of tes.ng your change.

Transcript of PDSA Ini.al training January 26 & 27, 2017 · January 26 & 27, 2017 Dorian Seamster Seamster...

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PDSAIni.altrainingJanuary26&27,2017

DorianSeamster

SeamsterConsul.ng

Objec.vesforToday

1.  DescribewhataPDSAisandwhytodothem2.  DescribeSMARTgoalsandiden.fywhethera

goalisSMART3.  DescribewhyyouneeddataforaPDSA4.  Bepreparedtoiden.fyanAim,aGoal,anda

testofchangeyouwillworkon5.  Befamiliarwithhowtoplantheac.vi.esof

tes.ngyourchange.

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PDSATraining#1January2017

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PDSATraining#1January2017

PDSATraining#1January2017

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PDSATraining#1January2017

PDSATraining#1January2017

ReasonstoTestChanges•  Toincreaseyourbeliefthatthechangewillresultinimprovement•  Todecidewhichofseveralproposedchangeswillleadtothedesired

improvement.•  Toevaluatehowmuchimprovementcanbeexpectedfromthechange.

•  Todecidewhethertheproposedchangewillworkinyourenvironment.

•  Todecidewhichcombina.onsofchangeswillhavethedesiredeffectsontheimportantmeasuresofquality.

•  Toevaluatecosts,socialimpact,andsideeffectsfromaproposedchange.

•  Tominimizeresistanceuponimplementa;on.

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PDSATraining#1January2017

AIM

PDSATraining#1January2017

1. Whatisyourgoal?Whatsystemorprocessdoyouwanttoimprove?

Everygoalwillrequiremul0plesmallertestsofchange.

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AIM:Whatisyourgoal?Whatsystemorprocessdoyouwanttoimprove?

PDSATraining#1January2017

• Reducetheamountof.mepa.entswaittobeseen

• Increasethepercentageofpa.entswhosaytheycanveryoZengetanappointmentwhentheyneedone.

• Meetthegoalofallprovidersdoinganddocumen.ngSBIRT

• HaveallCMEcer.fica.onformstoproviderswithintwoweeksoftheCMEtraining

• Increasethepercentageofpa.entswithdiabeteswhoreceiveaHbA1ctest

AIM: What is your goal? What system or process do you want to improve?

Reducepa.entwait.mebetweenarrivingattheclinicandbeingintheexamroom.

PDSATraining#1January2017

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IfourAimis:Reducepa.entwait.mebetweenarrivingattheclinicandbeingintheexamroom.

Ourgoalis:Reduceaverage0mebetweenwhenpa0entfirstchecksinwithrecep0onun0l0meinexamroomto10minutesforpa.entvisitsbetweenFebruary1and15.

PDSATraining#1January2017

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IfourAimis:Reducepa.entwait.mebetweenarrivingattheclinicandbeingintheexamroom.

Ourgoalis:Reduceaverage0mebetweenwhenpa.entfirstchecksinwithrecep.onun.l.meinexamroomto10minutesforpa.entvisitsbetweenFebruary1and15.

IfourAimis:Reducepa.entwait.mebetweenarrivingattheclinicandbeingintheexamroom.

Ourgoalis:Reduceaverage.mebetweenwhenpa.entfirstchecksinwithrecep.onun.l.meinexamroomto10minutesforpa.entvisitsbetweenFebruary1and15.

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IfourAimis:Reducepa.entwait.mebetweenarrivingattheclinicandbeingintheexamroom.

Ourgoalis:Reduceaverage.mebetweenwhenpa0entfirstchecksinwithrecep0onun0l0meinexamroomto10minutesforpa.entvisitsbetweenFebruary1and15.

IfourAimis:Reducepa.entwait.mebetweenarrivingattheclinicandbeingintheexamroom.

Ourgoalis:Reduceaverage.mebetweenwhenpa.entfirstchecksinwithrecep.onun.l.meinexamroomto10minutesforpa.entvisitsbetweenFebruary1and15.

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OurAim:AllprovidersdoingSBIRT

PDSATraining#1January2017

AIM:Whatisyourgoal?Whatsystemorprocessdoyouwanttoimprove?

Aimof:AllprovidersdoingSBIRTSMARTGoal:DepressionandsubstanceusestatuscompletedanddocumentedinEHRfor90%ofeligiblepa.entsatoneclinicsitebetweenMarch1andMarch15.

PDSATraining#1January2017

AIM:Whatisyourgoal?Whatsystemorprocessdoyouwanttoimprove?

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Aimof:AllprovidersdoingSBIRTSMARTGoal:DepressionandsubstanceusestatuscompletedanddocumentedinEHRfor90%ofeligiblepa.entsatoneclinicsitebetweenMarch1andMarch15.

PDSATraining#1January2017

Aimof:AllprovidersdoingSBIRTSMARTGoal:DepressionandsubstanceusestatuscompletedanddocumentedinEHRfor90%ofeligiblepa0entsatoneclinicsitebetweenMarch1andMarch15

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Aimof:AllprovidersdoingSBIRTSMARTGoal:DepressionandsubstanceusestatuscompletedanddocumentedinEHRfor90%ofeligiblepa.entsatoneclinicsitebetweenMarch1andMarch15

Aimof:AllprovidersdoingSBIRTSMARTGoal:DepressionandsubstanceusestatuscompletedanddocumentedinEHRfor90%ofeligiblepa.entsatoneclinicsitebetweenMarch1andMarch15

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Aimof:AllprovidersdoingSBIRTSMARTGoal:DepressionandsubstanceusestatuscompletedanddocumentedinEHRfor90%ofeligiblepa.entsatoneclinicsitebetweenMarch1andMarch15

SMARTGoalExercise

• Increasethenumberofsamedayappointments.

• Increasethenumberofpa.entswithdiabeteswhogettheirannualeyeexams.

PDSATraining#1January2017

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Describeyourfirst(ornext)testofchange:whatareyougoingtodothatisdifferentfromthe

processcurrently?

PDSATraining#1January2017

Goal:Reduceaverage.mebetweenwhenpa.entfirstchecksinwithrecep.onun.l.meinexamroomto10minutesforpa.entvisitsbetweenFebruary1and15.

Average.mebetweenwhenpa.entfirstchecksinwithrecep.onun.l.meinexamroomwillbe10minutesforpa.entvisitsbetweenFebruary1and15.Ø  Sendoutpaperworkinadvancetoallpa.entswhohaveappointmentsbetween

2/1and2/15/17andhavethembringcompletedpaperworkwiththem.

Ø  Calleachnewpa.entwhohasanappointmentbetween2/1/and2/15/17andfilloutthepaperworkwiththeminadvanceoverthephone.

Ø  Reviewpayertypeforpa.ents2daysinadvanceofappointmentsandifthepa.enthasCCAHcoverage,verifythatinadvanceandchangeworkflowsothesepa.entscangetcalledbackwithoutmee.ngwithcoveragestaff.

PDSATraining#1January2017

Describeyourfirst(ornext)testofchange:whatareyougoingtodothatisdifferentfromtheprocess

currently?

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Average.mebetweenwhenpa.entfirstchecksinwithrecep.onun.l.meinexamroomwillbe10minutesforpa.entvisitsbetweenFebruary1and15.Ø  Reducethepaperworkapa.enthastofilloutbychangingthepa.ent

historyform

Ø  Haveanincen.veprogramformedicalassistantssothattheyearnpointseach.methewaitislessthan10minutes

PDSATraining#1January2017

Describeyourfirst(ornext)testofchange:whatareyougoingtodothatisdifferentfromtheprocess

currently?

Whatmeasurewillyouusetolearnifthisissuccessful?Howwillyoujudge?

PDSATraining#1January2017

Goal=Average.mebetweenwhenpa.entfirstchecksinwithrecep.onun.lpa.entinexamroomwillbe10minutesforpa.entvisitsbetweenMarch1and15byconfirmingeligibilityforpa.entswithCCAHcoveragethedaybeforethevisit.ChangeTes.ng=Reviewpayertypeforpa.ents2daysinadvanceofappointmentsandifthepa.enthasCCAHcoverage,verifythatinadvanceandchangeworkflowsothesepa.entscangetcalledbackwithoutmee.ngwithcoveragestaff.Measure=??

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Whatmeasurewillyouusetolearnifthisissuccessful?Howwillyoujudge?

PDSATraining#1January2017

PDSATraining#1January2017

Measure=averagewait.me

Whatbaselinedatadoyouneedtounderstandwhatiscurrentlyhappening?

10-Jan 11-Jan 12-Jan 13-Jan 14-JanWeekAverage

Patient1 20 12 8 35 32Patient2 17 18 11 23 19Patient3 21 16 16 6 8Patient4 32 29 22 16 24

Average 22.5 19 14 20 21 19

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PDSATraining#1January2017

Whatbaselinedatadoyouneedtounderstandwhatiscurrentlyhappening?

10-Jan 11-Jan 12-Jan 13-Jan 14-JanPatientswithCCAHcoverage 25 21 28 30 29TotalPatientsseenallcoverage 46 43 45 47 52%PatientswithCCAHcoverage 54% 49% 62% 64% 56%

PatientswithCCAHcoverageverified 3 2 0 1 3%ofPatientswithCCAHcoverage 12% 10% 0% 3% 10%

Measure=%ofpa.entspre-verified

PDSATraining#1January2017

Whatmeasurewillyouusetolearnifthisissuccessful?Howwillyoujudge?

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Whatdoyouexpecttheresultsofthetesttobe?

PDSATraining#1January2017

10-Jan 11-Jan 12-Jan 13-Jan 14-JanWeekAverage

Patient1 20 12 8 35 32Patient2 17 18 11 23 19Patient3 21 16 16 6 8Patient4 32 29 22 16 24

Average 22.5 19 14 20 21 19

1-Mar 2-Mar 3-Mar 4-Mar 5-MarWeekAverage

Patient1 8 9 8 22 9Patient2 12 12 11 5 6Patient3 5 7 5 6 11Patient4 10 8 7 16 13

Average 8.75 9 8 12 10 10

Goal=DepressionandsubstanceusestatuscompletedanddocumentedinEHRfor90%ofeligiblepa.entsatoneclinicsitebetweenMarch1andMarch15.•  Aweekaheadofvisitreviewupcomingvisitsandaddas.ckynoteinEHRto

remindthefrontofficestafftogivepa.entdepressionandsubstanceusescreeningforms.

Ø  StandardizehowtodocumentdepressionandsubstanceusescoresinEHRandtrainmedicalassistantsondocumenta.on.

Ø  Providetrainingtomedicalassistantsonhowtotalkwithpa.entsaboutdepressionandsubstanceuse.

PDSATraining#1January2017

Describeyourfirst(ornext)testofchange:whatareyougoingtodothatisdifferentfromtheprocess

currently?

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Whatmeasurewillyouusetolearnifthisissuccessful?Howwillyoujudge?

PDSATraining#1January2017

Goal=DepressionandsubstanceusestatuscompletedanddocumentedinEHRfor90%ofeligiblepa.entsatoneclinicsitebetweenMarch1andMarch15.ChangeTes.ng=Aweekaheadofvisitreviewupcomingvisitsandaddas.ckynoteinEHRtoremindthefrontofficestafftogivepa.entdepressionandsubstanceusescreeningforms.Measure=??

PDSATraining#1January2017

Whatmeasurewillyouusetolearnifthisissuccessful?Howwillyoujudge?

Howmanypa.entsareeligibleforscreening?

3/1/2016 3/2/2016 3/3/2016NumberofEligiblePatients 3 2 3PatientsscreenedforDepression&SubstanceUse 2 2 2%ofEligiblePatientsscreenedfordepressionandsubstanceuse 67% 100% 67%Goal 90% 90% 90%

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PDSATraining#1January2017

Whatbaselinedatadoyouneedtounderstandwhatiscurrentlyhappening?

DateofVisit Eligiblefor

Screening

PHQ9Score

CAGEScore

Patient1 2/1/2017 Yes 5 N/APatient2 2/1/2017 No N/A N/APatient3 2/1/2017 Yes N/A N/APatient4 2/2/2017 Yes N/A N/APatient5 2/2/2017 Yes 1 0Patient6 2/2/2017 Yes 3 N/APatient7 2/2/2017 Yes 19 2Patient8 2/4/2017 Yes N/A N/APatient9 2/4/2017 Yes 6 N/APatient10 2/4/2017 No N/A N/APatient11 2/4/2017 Yes N/A N/APatient12 2/4/2017 Yes N/A N/A

Whatdoyouexpecttheresultsofthetesttobe?

PDSATraining#1January2017

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PDSATraining#1January2017

Listthetasksneededtoconductthistest.

PersonResponsible

Whatwillbedone Whentobedone

Gatherbaselinedataforpre-testperiod

Frontofficecoordinator&dataanalyst

Lookatdataavailablefromprac.cemanagementsystemtoseeifuseful,ifnotthensetupandconduct.mestudy.

FourweeksbeforeplannedstartofPDSAtest.

DevelopworkflowforconfirmingCCAHenrollmentstatusthedaybeforethevisit.

Clinicmanager&Frontofficecoordinator

Createaworkflowdiagramshowingthenewprocess;designatestaffandstaff.metocompleteassignedtasks.

TwoweeksbeforeplannedstartofPDSAtest

Choseprovider(s)toruntestfor.(Oneortwoproviders’pa.entvisitsonlyforini.altest)

Clinicmanager&Frontofficecoordinator

Iden.fyoneortwoproviderswhohaveagoodmixofpayertypesforvisit.

TwoweeksbeforeplannedstartofPDSAtest

Providetrainingonnewworkflowforallclinicstaff

Frontofficecoordinator

Atregularlyscheduledstaffmee.ngsgooverthePDSAandtheworkflow

OneweekbeforeplannedstartofPDSAtest

Developtrackingsystemtoshoweachday’sresultsfromtestofchange,postresultsinclinicforstafftoview.

Frontofficecoordinator&dataanalyst

Preparechartsandgraphsthatwillshowtheresultsofthetestofchange.Posttheresultsinconspicuousplaceincliniconadailybasistoencouragepar.cipa.oninthePDSA.

TwoweeksbeforeplannedstartofPDSAtestandduringthetestofchangeperiodtoo.

Scheduledailybriefcheckinonpreviousday’sresultsoftestandprovideaddi.onalguidanceifneededtosupportimprovement

Clinicmanager&Frontofficecoordinator

Calendar10minutesatstartofeachclinicdayduringthetestofchangeperiodtocheckinonprogressoftestandmakeplantoworkwithstaffasneeded.

TwoweeksbeforeplannedstartofPDSAtestandduringthetestofchangeperiodtoo.

Pa.entwait.meexample

PDSATraining#1January2017

Listthetasksneededtoconductthistest.

PersonResponsible

Whatwillbedone Whentobedone

Gatherbaselinedataforpre-testperiod

Frontofficecoordinator&dataanalyst

Lookatdataavailablefromprac.cemanagementsystemtoseeifuseful,ifnotthensetupandconduct.mestudy.

FourweeksbeforeplannedstartofPDSAtest.

DevelopworkflowforconfirmingCCAHenrollmentstatusthedaybeforethevisit.

Clinicmanager&Frontofficecoordinator

Createaworkflowdiagramshowingthenewprocess;designatestaffandstaff.metocompleteassignedtasks.

TwoweeksbeforeplannedstartofPDSAtest

Choseprovider(s)toruntestfor.(Oneortwoproviders’pa.entvisitsonlyforini.altest)

Clinicmanager&Frontofficecoordinator

Iden.fyoneortwoproviderswhohaveagoodmixofpayertypesforvisit.

TwoweeksbeforeplannedstartofPDSAtest

Pa.entwait.meexample

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PDSATraining#1January2017

Providetrainingonnewworkflowforallclinicstaff

Frontofficecoordinator

Atregularlyscheduledstaffmee.ngsgooverthePDSAandtheworkflow

OneweekbeforeplannedstartofPDSAtest

Developtrackingsystemtoshoweachday’sresultsfromtestofchange,postresultsinclinicforstafftoview.

Frontofficecoordinator&dataanalyst

Preparechartsandgraphsthatwillshowtheresultsofthetestofchange.Posttheresultsinconspicuousplaceincliniconadailybasistoencouragepar.cipa.oninthePDSA.

TwoweeksbeforeplannedstartofPDSAtestandduringthetestofchangeperiodtoo.

Scheduledailybriefcheckinonpreviousday’sresultsoftestandprovideaddi.onalguidanceifneededtosupportimprovement

Clinicmanager&Frontofficecoordinator

Calendar10minutesatstartofeachclinicdayduringthetestofchangeperiodtocheckinonprogressoftestandmakeplantoworkwithstaffasneeded.

TwoweeksbeforeplannedstartofPDSAtestandduringthetestofchangeperiodtoo.

Pa.entwait.meexample

PDSATraining#1January2017

Listthetasksneededtoconductthistest.

PersonResponsible

Whatwillbedone Whentobedone

Gatherbaselinedataforpre-testperiod

Frontofficecoordinator&dataanalyst

Useinforma.onfromprac.cemanagementsystem,EHRandobserva.oninfrontofficetodocumenthowoZeneligiblepa.entsaregivenscreeningtools,andhowoZenthescreeningscoresareenteredintotheEHR.

SixweeksbeforeplannedstartofPDSAtest.

Agreeonscreeningtouse CMO&behavioralhealthdirector

Reviewpossibleformstouse,reviewwhatpa.entsgemngcurrently,reachconsensusandhavescreeningtoolsprinted.

SixweeksbeforeplannedstartofPDSAtest.

Developworkflowforiden.fyingeligiblepa.entsandincludingscreeningtoolsinpaperworkgiventopa.ents.

Clinicmanager&frontofficecoordinator

Createaworkflowdiagramshowingthesystemforiden.fyingeligiblepa.ents,includingalaminateddecisionflowsheet.

FourweeksbeforeplannedstartofPDSAtest

Confirmand/orcreatefieldsfordocumen.ngscreeningresultsinEHR.

EHRchampionandsystemsanalyst

ReviewstructureddatafieldsforscreeningresultsinEHRandchangeifneeded

FourweeksbeforeplannedstartofPDSAtest

SBIRTexample

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PDSATraining#1January2017

Providetrainingonnewworkflowforallclinicstaff

Frontofficecoordinator

Atregularlyscheduledstaffmee.ngsgooverthePDSAandtheworkflow

TwoweeksbeforeplannedstartofPDSAtest

Developtrackingsystemtoshoweachday’sresultsfromtestofchange,postresultsinclinicforstafftoview.

Frontofficecoordinator&dataanalyst

Preparechartsandgraphsthatwillshowtheresultsofthetestofchange.Posttheresultsinconspicuousplaceincliniconadailybasistoencouragepar.cipa.oninthePDSA.

TwoweeksbeforeplannedstartofPDSAtestandduringthetestofchangeperiodtoo.

Scheduledailybriefcheckinonpreviousday’sresultsoftestandprovideaddi.onalguidanceifneededtosupportimprovement

Clinicmanager&Frontofficecoordinator

Calendar10minutesatstartofeachclinicdayduringthetestofchangeperiodtocheckinonprogressoftestandmakeplantoworkwithstaffasneeded.

TwoweeksbeforeplannedstartofPDSAtestandduringthetestofchangeperiodtoo.

SBIRTexample

Guidelinesforselec.ngaPDSA

ü  Qualityimprovementgoalsoftheorganiza.on

ü  CCAHCBI,UDSmeasures,HEDISmeasures,grantobjec.ves

ü  Priori.esofclinicians

ü  Buy-inofstaffaffected/involved

ü  Pa.entengagement

ü  Championtolead

ü  Dataavailableandcollectable

ü  Resourcesavailableandexis.ngcapacity(orbuildcapacityasPDSAfirst)

PDSATraining#1January2017

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Objec.vesforToday

1.  DescribewhataPDSAisandwhytodothem2.  DescribeSMARTgoalsandiden.fywhethera

goalisSMART3.  DescribewhyyouneeddataforaPDSA4.  Bepreparedtoiden.fyanAim,aGoal,anda

testofchangeyouwillworkon

PDSATraining#1January2017

Assignment/Ac;vity Timeframe Amountof;meReadingandvideo BeforeJanuary20,2017 1hourIni.alPDSAtraining WeekofJanuary23,2017 1.5hoursMeasure,testofchangeiden.fied,draZofPLANforchosenPDSA

January30–February10,2017

2hours

One-on-onecalltoreviewPDSAplansec.on

WeekofFebruary13 30minutes

Prepara.ontopresentPDSAPlanatImplementa.onofPDSAtrainingsession

WeekofFebruary13 1hour

Implementa.onofPDSAtrainingsession

WeekofFebruary20 1.5hours

ConductPDSA February27–March17 5hoursOne-on-onecalltoreviewPDSAimplementa.on

March20–March25 30minutes

Prepara.ontopresentPDSAImplementa.onofPDSAtrainingsession

WeekofMarch28 1.5hours

LearningsfromPDSAsandcoachingtraining

WeekofApril3,2017 1.5hours

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PDSATraining#1January2017

"Ifyouwantbererperformance,youneedabererdesign."

PDSATraining

February24,2017

DorianSeamsterSeamsterConsul.ng

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Objec.vesforToday

1.  Learnfromoneanotherasaim,goal,testofchangepresented.

2.  DevelopdeeperunderstandingofDo,StudyandAct.

3.  Eachpar.cipantorgroupwillhavedecidedonameasureandhavedatacollec.onprocessreadytogo.

4.  Ac.onplansarereadytobeimplemented.

Agenda

1.  Presenta.ons2.  ExamplesofDo,StudyandAct.3.  Break-outwork

a)  Finalizemeasure(s)b)  Datacollec.onprocesssetupc)  Planreviewedandenhancedifneeded

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PDSATraining#1January2017

ReasonstoTestChanges•  Toincreaseyourbeliefthatthechangewillresultinimprovement•  Todecidewhichofseveralproposedchangeswillleadtothedesired

improvement.•  Toevaluatehowmuchimprovementcanbeexpectedfromthechange.

•  Todecidewhethertheproposedchangewillworkinyourenvironment.

•  Todecidewhichcombina.onsofchangeswillhavethedesiredeffectsontheimportantmeasuresofquality.

•  Toevaluatecosts,socialimpact,andsideeffectsfromaproposedchange.

•  Tominimizeresistanceuponimplementa;on.

Shelly

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Shelly

Alma&Laurie

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Alma&Laurie

Alma&Laurie

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Alma&Laurie

Mitali

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Mitali

Jennifer&Jade

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Jennifer&Jade

Ramona&Inbal

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Ramona&Inbal

Martha

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•  Goal:Between3/15and3/3066%ofpa.entsseenbyonenursewillhavePHQ9andAUDITscreeningscoresdocumented.

•  Measure:%ofpa.entsseenbetween3/15and3/30whohavebothPHQ9andAUDITscreeningscoresdocumented.

PDSATraining#2February2017

DO•  Firstdayoftest2pa.entsaddedtoscheduleatlastminute,resul.ngin

notaskingaboutscreeningforeitherdepressionoralcoholuseforthosepa.ents.

•  Mul.plepa.entstookoffenseatbeingaskedtheques.onsaboutalcoholuseandrefusedtoanswer.

•  Acouplepa.entsscoredveryhighonthePHQ9andhademo.onalreac.onsanditwasuncomfortablenothavingtheresourcestoofferthem,andnotenough.metotalkitover.

•  Staffpersondoingthetestgotsickandwasoutforathirdofthetestperiod.

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Date

#ofEligiblePa;ents

#ifEligiblepa;entswithPHQ9scoreddoneatvisit

#ifEligiblepa;entswithAUDITdoneatvisit

#ofpa;entswithbothPHQ9andAUDITscreeningdoneatvisit

#ofpa;entswithbothPHQ9andAUDITscreeningdoneatvisit

Week1Day1 8 7 5 5 0.625

Week1Day2 6 4 2 2 33%

Week1Day3 3 3 3 1 33%

Week1Day4 5 5 5 5 100%

Week1Day5 7 5 6 5 71%

Week2Day1

Week2Day2

Week2Day3 9 8 6 5 56%

Week2Day4 4 4 4 3 75%

Week2Day5 5 3 4 3 60%

GOALis66% 47 29 62%

PDSATraining#2February2017

STUDY

•  Pa.entshaddepressionand/oralcoholscreeningdoneattheirprimarycareprovideranddocumenta.onwasintherecordsforwardedinthechart.Howshouldtheybeaccountedforinmeasuring?

•  Pa.entssaidtheyhadjustansweredtheseques.onsattheirprimarycareproviderhowevernoscreeningtoolsorscoresinpa.ent'srecords

•  Pa.entsdeclinedthescreening:howaretheyaccountedfor?

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PDSATraining#2February2017

ACT

•  Doaversionofthesametest,addingastepofreviewingpa.ent’srecordsthreedaysbeforethevisitandreques.ngPHQ9and/orAUDITscreeningresultsifmissingfromchart.

•  Prepareahandoutwithmentalhealthresourcestogivetopa.ents.

•  UseKognitotrainingtoprac.cerespondingtopa.ents.

•  Doroleplayingtobecomemorecomfortablewithpa.ents’responsestobeingaskedsensi.veques.ons.

•  Writeupguideforimplemen.ngthePHQ9andAUDITscreeningandhaveanotherstaffpersondoaPDSAusingtheguide.

•  Goal:AllsixSBIRTpartnerorganiza.onswillhaveaccessedatleast40%oftheirKognitolicensesby5/31/17.

•  Measure:TimebetweenShelly’srequestandpartnerresponse.#ofcontactsrequiredtoreceiveanimplementa.onplan.

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PDSATraining#2February2017

DO

•  Emailwentoutlaterthanhadbeenoriginallyscheduledbecausethetemplatewasn’treadyin.me.Thisshortenedthetestperiod.

•  Oneoftheclinicsdidnotrespondanditturnedouttheemailaddressforthemwaswrong.

•  Twokeystaffgaveno.ceandleZtheirclinicinthefirsttwoweeksofthetest.

•  Thetemplatewasnotfilledoutcompletelybyoneoftheclinics.

Emailrequestsentwithtemplateandduedatefortrainingplan

Responsewithinfirstdeadline

Emailremindersent

Clinicrequestedassistancewithcomple;ngplan

Completedplanreceivedby3/30/17

ClinicA Yes Yes N/A N/A Yes

ClinicB Yes No Yes No No

ClinicC Yes No Yes Yes Yes

ClinicD Yes No Yes Yes Yes

Percentage 100% 25% 100% 66% 75%

Goal=100%ifclinicshavecompletedplanby3/30/17

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PDSATraining#2February2017

STUDY

•  Theclinicthatlosttwokeystaffwerenotabletogetaplaninplacefortraining,anddidnotaskforassistance.

•  Thetemplateforthetrainingplanwasnotaseasytouseasplanned,andclinicsneededone-on-onecoachingtofillitoutcorrectly.

•  Thetemplate,reminders,andofferofcoachingreducedstressandfrustra.ononthepartofthecoordinator.

PDSATraining#2February2017

ACT

•  Offeraphonetrainingtowalkthroughhowtocompletethetrainingplanandputanexampleinthetemplate.

•  Respondquicklywhenaclinicmissesaseconddeadline,don’twaittofindoutthatthereisamajorproblem.

•  Confirmemailaddressesatthebeginningoftheproject

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PDSATraining#2February2017

Break-outAssignment

Ø  Reviewthemeasureormeasuresyouareplanningtouse•  Explainhowthismeasurewilltellyouwhetheryourtestof

changeisanimprovementornot.•  Refineyourmeasure,consideraddinganothermeasure.•  Documentyourmeasure(s)onthePDSAform•  Createthegrid/tableyouwillusetocaptureyourresults

Ø  Reviewyourac.onplan•  Addstepsifthereisanythingmissingormoredetailwillbe

helpful•  Talkthroughyour.melineandedittomakeitachievable

PDSATraining#2February2017

"Ifyouwantbererperformance,youneedabererdesign."

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PDSATrainingApril14,2017

DorianSeamster

SeamsterConsul.ng

Objec.vesforToday

•  Learnfromoneanotheraspar.cipantspresenttheircompletedPDSA.

•  Challengesandideasforaddressingthem

•  Evalua.onofthetrainingseries

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Test:Trydifferentcommunica.onwithpartners(commiredrequests).Shellytocontact6outof6organiza.onswithspecificcommiredrequestwhichincludesadeadlineforresponseandtemplateforimplementa.onplanandthenleadstoreceiptofimplementa.onplanby3/31/17.

Shelley

Shelley

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Shelley

Emailrequestsentwithtemplateandduedatefortrainingplan

Responsewithinfirstdeadline

Emailremindersent

Clinicrequestedassistancewithcomple;ngplan

Completedplanreceivedby3/30/17

ClinicA Yes No no Yes;mee.ngheld3/27 NoClinicB Yes Yes N/A No;f/umee.ngheld3/28 Yes

ClinicC Yes Yes N/ANo;SBhadclarifyingQsvia

form YesClinicD Yes Yes N/A No Yes

Percentage 100% 75% 100% 25% 75%

Shelley

Howpreparedareyoutotrainaco-workeronthePDSAprocess?Whatisyourbiggestbarriertostar.ngtotrainsomeoneelseondoingaPDSA?IsthereoneaspectofthePDSAprocessthatisespeciallychallengingforyou?

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Alma&Laurie

Alma&Laurie

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Alma&Laurie

Alma&Laurie

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Alma&Laurie

Alma&Laurie

MybiggestlearningfromthisPDSAisthatitisessen.altohaveaccurateandupdatedbaselinedata.Definitely.meisoneofmybiggestbarriers.Themostchallengingpartformeisbeingabletodifferen.atebetweentheaimandthegoal.

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SantaCruzCountyHSA

SantaCruzCountyHSA

WhatisyourbiggestlearningfromdoingthePDSA?Lackof.me,beingabletoincorporate.metofilloutthePDSA.WhatareyougoingtododifferentlyinyournextPDSA?Howtocommunicatesothateveryonestaysontrack.Addingregularstandingagendaitemonstaffmee.ngagendas.WhatisyourbiggestsuccessindoingthePDSA?PeoplearetalkingaboutPDSA.Peopleknowwhatitis.

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Jennifer&Jade

Jennifer&Jade

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Jennifer&Jade

Jennifer&Jade

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Jennifer&Jade

0

0.5

1

1.5

2

2.5Da

y1

Day2

Day3

Day4

Day5

Day6

Day7

Day8

Day9

Day10

Day11

Day12

Day13

Day14

Day15

BlooddrawndoneforHbA1c&testsentout

HbA1Cdoneinclinic

0

1

2

3

4

5

6

Day1

Day2

Day3

Day4

Day5

Day6

Day7

Day8

Day9

Day10

Day11

Day12

Day13

Day14

Day15

BlooddrawndoneforHbA1c&testsentout

HbA1Cdoneinclinic

Havealreadydonetrainingforco-workersThematerialsyouprovidedasbackgroundaregreatandIfeellikeIunderstandtheprocessandexpecta.on.Theonlybarrieristheoneweallhave:.metositdownwithothersandtrainthem.Themostchallengingpartoftheprocessisfiguringoutthebestplacetostartinaddressinganissue,andbreakingitdowntothesmallestpossiblestepthatwills.llprovideusefulinforma.on.

Jennifer&Jade

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Crea.ng/Strengtheningcultureof

quality

#1OrganizetoolsandresourcesØ  BookmarkIHIwebsiteØ  BookmarkHIPresourcesØ  CreatefolderforQItoolsanddocuments

fromthistraining

Crea.ng/Strengtheningcultureof

quality

#2ProvidetrainingforyourcolleaguesØ  Iden.fythreedifferentmee.ngsatwhich

youwillintroducePDSAstootherstaffØ  ReviewandeditPowerPointsfromthis

trainingtomeetyourneedsØ  Preparehandouts

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Crea.ng/Strengtheningcultureof

quality

#3AddPDSAtoQImee.ngagendaØ  StartwithaddingreviewofthePDSAyou

completedØ  Add.metocreatePDSAstomee.ng

agendaØ  AddreviewofPDSAsinprogressonto

regularagenda

Crea.ng/Strengtheningcultureof

quality#4Createathreemonthplan

GOAL TASKSCOMPLETED

BYIntroducePDSAprocesstoatleastthreeotherindividualsorgroups

Scheduleintroduc.ontoPDSAatone-on-onemee.ngsorothergroupmee.ngstohappeninJune 5/15/2017

ReviewandeditPowerPoint 5/30/2017 Preparehandouts 5/30/2017 DeliverPDSAprocesspresenta.on 6/30/2017CreateandimplementPDSAonSBIRT:stafftrainedonreferrals Researchbaselinedatasourceandavailability 4/30/2017 DevelopgoalandPlansec.onofPDSA 5/15/2017 ConductDo,StudyandActsec.onsofPDSA 6/15/2017ProvidecoachingtocolleaguetodevelopPDSAoneyeexamsforpa.entswithdiabetes Schedulecoachingsessions 6/15/2017

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BaselineData

#1StartwithdatayouhaveØ  Considerallsourcesofdatathatare

alreadybeingreportedØ  Askwhatdataisalreadyavailable

thatyoumaynotbeawareof

#2ThinksimpleandsmallØ  Manualdatacollec.onisfineØ  AskcolleaguestousetallysheetsØ  Brainstormalterna.vewaysto

assesstheimpactofthechange

BaselineData

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BaselineData

#3Re-thinkyourgoalandtestofchangeifdatacollec.onisbecomingabarrierØ  Isthereadifferentpartofthe

processyoucantestchanging?

BuildingSkillandExper.se

#1DoPDSAsØ  PutitonyourcalendarØ  Setagoalwithyoursupervisorto

do2morePDSAsinthenext3monthsandschedulereportsonyourprogress

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#2Pursuemoretraining

BuildingSkillandExper.se

#3CommittotheprocessØ  UsethePDSAformØ  DocumentyourprocessØ  Usedatatoillustrateyourresults

BuildingSkillandExper.se

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