Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC

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Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC
Leveraging IT to Support a Re-engineered Discharge Process

Angela Coladonato, MSN, RN, NEA-BC
Tina Maher, BSN, RN, NE-BC
Kathy Zopf-Herling, MSN, RN-BC

               All speakers have completed commercial bias disclosure forms
                          and do not have any conflicts of interest.

January 2013
Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC
Disclosures

• It is the policy of Corexcel and IMNE to ensure fair balance,
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  programming.
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  (ANCC) and the Accreditation Council for Pharmacy Education
  (ACPE), it is the policy of Corexcel and IMNE that faculty
  disclose all financial relationships with commercial interests
  over the past 12 months.
• Corexcel’s provider status through the ANCC and IMNE’s
  provider status through the ACPE, are limited to educational
  activities. Corexcel, IMNE, ANCC and ANCC do not endorse
  commercial products.

                                                                   1
Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC
Objectives

• Understand the current discharge process and its impact on
  readmissions
• Discuss three components of a re-engineered discharge process
• Articulate ways in which IT can support the discharge process
• Review the discharge process and how it is used in daily
  practice
• Describe the impacts of a re-engineered discharge process

                                                                  2
Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC
Agenda

• Current state of discharge nation-wide.
• Project RED – History and purpose at TCCH
• Soarian Re-Engineered Discharge Project
  – Goals
  – Multi-disciplinary inputs to the new Discharge Plan
  – Outputs- “My Discharge Plan” (Patient and facility Version)
  – Identification and management of high risk patients
  – Outcomes so far

• Questions/Discussion

                                                                  3
Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC
Discharge: the “Perfect Storm" for
Patient Safety
   The hospital discharge is non-standardized and
    frequently marked with poor quality.
         • Loose Ends
         • Communication
         • Poor Quality Info
         • Poor Preparation
         • Fragmentation
  • 20% of Medicare patients readmitted within 30 days
  • Only half had a visit in the 30 days after discharge
                                          N Engl J Med 2009 2;360(14):1418-28.

                                                                                 4
Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC
Other references:

• “…the last place patients want to end up after a hospital stay is right
 back in the hospital…millions of patients are readmitted to hospitals
 each year, and many of those admissions could have been
 prevented…on average, 8 minutes of conversation occurs about how to
 care for oneself at home, so it is no surprise that patients end up in
 trouble..” (AHRQ 2011)
• More than 1/3 of required appointments for follow up not completed
  (Moore et al. Archives of Internal Medicine. 2007;167:1305-11)
• 41% of inpatients discharged with a pending test result
      • 37% actionable and 13% urgent
      • 2/3 of physicians unaware of results (Roy, et. al. Annals of Internal
        Medicine. 2005; 143(2):121-8.)

• Patients are not prepared at discharge: 37% able to state
  the purpose of their medications; 42% able to state their
  diagnosis (Mayo Clinic Proceedings. August 2005; 80(8):991-994.

                                                                                5
Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC
Our Story: 2011-2012

• Dr. B. Jack/AHRQ- the national RED Roll-Out Pilot
  Project
  • TCCH asked to be one of 11 hospitals to participate nationally
  • Answer the following questions:
     • Does the Project RED 11 Element Checklist work in the real world?
     • Can the Project RED 11 Element Checklist be used more efficiently?

  • June 2011 site visit; Dr. Jack, Boston Implementation team, AHRQ
  • CHF patients discharged to home from Telemetry = pilot population
  • Pilot year: summer 2011-2012

                                                                            6
Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC
Readmission Rate Data during pilot - FY11 vs. FY12
• All Telemetry Patients
  with a Primary
  Diagnosis of CHF at
  Discharge
• 30 Day Readmissions

                                                      7
Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC
RED & HCAHPS : Enhancing Communication

8                                            8
Angela Coladonato, MSN, RN, NEA-BC Tina Maher, BSN, RN, NE-BC Kathy Zopf-Herling, MSN, RN-BC
Adopted by National
      RED Checklist                         Quality Forum as Safe
                                            Practice-15
1.    Make appointments for follow-up medical appointments and post
      discharge tests/labs.
2.    Plan for the follow-up of results from lab tests or studies that are
      pending at discharge.
3.    Organize post-discharge outpatient services and medical
      equipment.
4.    Identify the correct medicines and a plan for the patient to obtain
      and take them.
5.    Reconcile discharge plan with national guidelines.
6.    Teach a written discharge plan (AHCP) the patient can understand.
7.    Educate the patient about his/her diagnosis.
8.    Assess the degree of the patient’s understanding of this plan.
9.    Review with the patient what to do if a problem arises.
10.   Expedite transmission of the discharge summary to clinicians
      accepting care of the patient.
11.   Provide telephone reinforcement of the Discharge Plan.
Our Story: Personalized Plan

                               10
List of Medicines: Why & How

                               11
TCCH Clinical Pharmacists: Medication Teaching

    Brand              Why am I                                   What do I need
    Name           taking this med?                                to look for?
                                                too much can cause liver damage (read OTC labels),
Tylenol      pain, fever                        higher doses for long periods can increase warfarin
                                                effects

Ventolin,
ProAir,      breathing problems, asthma         "rescue" inhaler, fast heart beat, chest pain/pressure
Proventil

                                                Dizziness ,HA, avoid grapefruit juice, alcohol,
Uroxatral    enlarged prostate, kidney stones
                                                changes in sex ability

Zyloprim     gout/high uric acid                upset stomach, rash/skin irritation

Xanax        anxiety, "nerves"                  drowsiness, dry mouth

Cordarone,
             abnormal heart rhythm              constipation, sensitivity to sunlight (wear sunscreen)
Pacerone

Elavil       mood, migraine, nerve pain         sedation, dry mouth, avoid grapefruit juice

                                                                                                         12
Our Story : Appointment Calendar

                                   13
Re-Engineered Discharge: TCCH Expansion 2012-2013

• Pilot project was a success.
• Biggest challenge= biggest opportunity!
  – Replication of the AHCP in Soarian; collaboration once more!
• RED 11 element Checklist worked; what is TCCH model?
• Re-Engineer the discharge experience for all; additional
  interventions for some
• TCCH Re-Engineered Discharge: 5 Core RED Principles
  – Discharge planning begins Day 1         ………………all TCCH patients
  – “My Discharge Plan”            …………………………all TCCH patients
  – Teach-back methodology         …………………………all TCCH patients
  – Follow-up apts.       ……………………………………High Risk patients
  – Follow-up phone calls          …………………………High Risk patients

                                                                      14
Re-Engineered Discharge: TCCH Expansion 2012-2013

     • Staff education on discharge and teach back methodology
     • High Risk patients: F/Up Apts.
       – Unit Coordinators own the process
       – Patient/family interaction & the MD offices—huge value!
     • High Risk patients: F/Up phone calls
       – Modified script from the Project RED pilot year; 48-72 hours after D/C
       – Access the medical record ; document the call
       – CV Nurse Navigator, Paramedics and Clinical Pharmacists
       – Content to date: medication clarification, transition support & compliments
     • Volunteers & transport staff: discharge at curb-side
       – Reinforce importance of “My Discharge Plan” as TCCH says “good-bye”

15                                                                                     15
Goal of Soarian Re-engineered Discharge

• Leverage our already existing electronic
  interdisciplinary documentation and processes to
  create patient friendly discharge instructions:
  –Make the small RED pilot scalable to benefit all of our
   patients.
  –No niche system
  –No double documentation and re-work for staff/physicians
• Leverage Soarian work flow engine to identify high
  risk patients and help ensure that key activities occur,
  such as making appts and post discharge phone
  calls.

                                                              16
Goal 1: Patient friendly discharge instructions
The discharge plan that the patient receives is created from electronic
interdisciplinary documentation that is captured in the natural course
of providing care:
     • Uses ADT information- Demographics
     • Uses CPOE orders
     • Uses Case Management -facility plans, VNA, DME, etc.
     • Uses Discharge Medication Reconciliation
     • Uses Nursing Documentation- MAK, Discharge Instructions, Shift
       Assessments, ADLs, Vital Signs
     • Unit Coordinators pull in follow-up contact information; make appts
     • Discharge Instructions Library
     • Nutritionists, Diabetes Nurse Educators, NPs, PAs, RT, PT/OT can add
       discharge instructions too!
     • Facility/VNA “version” has additional clinical data

                                                                              17
Input: Case Management

                         18
Input: Clinicians via discharge instruction order sets

                                                         19
Specialty addendums can easily be added

                                          20
Unit Coordinator Role

• Unit Coordinators add follow-up appointment information-
  addresses, phone numbers, time frame, and, for high risk
  patients, make these appointments in consultation with the
  patient and family.
  – This made possible due to successful CPOE and MAK
    implementation that reduced amount of time spent in order
    transcription.
• We were able to insert links into the assessment form so
  that physician office locations and contact information
  could be readily found and inserted into the form (and
  eventually the report)

                                                                21
Patient Ed form- last chapter for discharge: nurse and
others enter specific instructions/appts

                                                         22
Populating follow up physician contact information

                                                     23
Find the clinician, cut and paste!

                                     24
Nurses and other disciplines add instructions- free text
or templated information.

                                                           25
Text block library for templated “last licks” instructions

                                                             26
Nurses Role

•Nurses are responsible for patient education throughout the
patient’s hospitalization. They use teach back methodology and a
variety of tools, such as Lexicomp, ExitCare, total joint booklet,
etc.
•At discharge, they add final discharge instructions individualized
for the patient- either free text or from a document library. These
become part of the discharge plan given to the patient.
•Nurses coordinate discharge, so help to ensure that the
discharge plan given to the patient is complete and accurate.
•Nurses also review the final discharge plan with the patient
before discharge.

                                                                      27
Physicians, Nurses, Pharmacists: Medication Section

•Clinicians complete discharge medication reconciliation in
Soarian, which will inform the patient what medications they
should continue at home.

•Nurses administer medications in MAK, which populate the last
dose taken

•Pharmacists pre-built “Commonly Used to” for top 400
discharged medications.

                                                                 28
Discharge Medication Reconciliation and MAK

                                              29
Nurses contribute some Clinical Data from Shift Assessments

                                                              30
Creating the Report Specs for the Discharge Plan

                                                   31
Report Specs: Identifying the look back period

                                                 32
33
Discharge Plan Features

• Labels are in Patient Friendly language. For example,
  Physician enters “discharge diagnosis” in Soarian,
  but the label on the report is “My main medical
  problem, according to Dr. Smith was:”
• Visually designed to be easy on the eye and
  welcoming.
• Change from historically, where we gave patients very
  important information in a manner that was
  overwhelming.
• Large Font and Landscape orientation
• Lots of Page Breaks so that (for example) the
  medication chart starts on a new page

                                                          34
First page- vaccines and general info about hospital

                                                       35
Clinician Orders inserted into the document

                                              36
Medication instructions- DMR with MAK last dose time and
common use of medications

                                                           37
Yield and Stop signs for PRN and stopped meds.

                                                 38
Instructional material inserted into document or typed in free text.

                                                                       39
Case Management “section”

                            40
Appointments section

                       41
Calendar included if appts made.

                                   42
Final product
For SNF/VNA – all the patient stuff plus more!

                                                 43
First page- some added sections on Advance Directives, general
patient information.

                                                                 44
Added sections for the “Nursing Home/VNA” version

                                                    45
Last set (within 24 hours) of vitals signs, O2

                                                 46
Part 2: Management of High Risk Patients
• Automated work flow processes to identify patients at risk
  (modified Boost criteria). List updates with changes:
     • Poly pharmacy
     • Recent 30 day Readmission, all cause
     • Certain diagnoses: Stroke, AMI, HF, COPD, TIA, Psych
     • Lives alone
     • On Warfarin or Aspirin/Clopidogrel
     • SNF patients excluded
• Creates high risk for readmission “order” visible in chart

                                                               47
Part 2: Management of High Risk Patients

    •Populates a report showing all high risk patients on the
     unit/hospital and reason for inclusion

    •Populates a report for after discharge phone calls:

                                                                48
Lessons Learned
Need robust DC instructions in the text block “library”.
Engage physicians and staff early and include broader
 stakeholders (we started with heart failure because they
 were the pilot)
Get a top notch report writer! Make sure report runs
 consistently and quickly.
Plan to spend a lot of time on report specifications and
 testing.
Tell nurses to preview the report to ensure completeness
 and accuracy.
Nurses will sometimes have to sign DMR as complete if
 clinician forgot. Need to review report for accuracy
Allow that nurses will spend more time with patient at
 discharge reviewing this discharge document.

                                                            49
Summary
•From an organizational perspective, this project has been a
 huge success, and has been well received by our patients:
  – Minimized duplication and manual entry
  – Refocused Unit Coordinator role on a value added patient activity.
  – More robust, automated identification of patients at high risk for
    readmission.
  – Legible, and complete discharge plan that is well received by patients,
    primary care physicians and receiving facilities.
  –“My Discharge Plan—it’s like getting an award for discharge”
    (patient quote)
•Huge paradigm shift for most clinical staff - instead of the
 focus being on what they could enter into the electronic
 medical record, they saw their normal documentation
 actually used to produce something that would benefit the
 patients.

                                                                              50
TCCH : HCAHPS Discharge Domain

51                                    51
RED & HCAHPS: Enhancing Communication

• New 2013 HCAHPS Care Transition Questions

• 4 point scale; from “Strongly Disagree” to “Strongly Agree”

  – “During this hospital stay, staff took my preferences & those of my
    family/caregiver into account in deciding what my health care needs
    would be when I left”
  – “When I left the hospital, I had a good understanding of the things I
    was responsible for in managing my health”
  – “When I left the hospital, I clearly understood the purpose for taking
    each of my medications”

                                                                             52
TCCH : HCAHPS Care Transitions

53                                    53
Lots of positive feedback from community agencies:

   I just wanted to let you know, how pleased we are with the ease of
discharge from your hospital to our community . Mrs. E was followed by
your SW, Linda. She communicated well with our SW. And the
information that was sent upon discharge was terrific and will follow the
resident home. We have commented among ourselves what a great
discharge program you have in your IT dept, and how helpful all this info
was.
  It was a pleasure working with you, hope we can do again sometime in
the future.
Thanks,
Maggie

                                                                            54
Future Plans
Roll out to Maternal Child Health next week!
Continue to improve the discharge instructions library
Continue to improve the report (My discharge plan)
  Add past med/surg history at request of SNFs
  Move sections for maximum emphasis/readability
  Add eprescribe transactions including quantity and refill
  Try to find a way not to have to print and copy report
   (patient portal/HIE/electronic patient signature and
   electronic annotations.
  Query review to make report run faster (completed)

Review newly available metrics reports and see where that
 leads us 

                                                               55
Questions?
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The Chester County Hospital and Health System:
Using Technology to Re-Engineer Discharge
Processes and Enhance Transitional Care

Part of the new series, Technology
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techseries2013

                                                 57
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