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Surgical Site Infection Prevention Toolkit The purpose of this toolkit is to support your efforts in implementing evidence-based practices and improve care for all cardiac surgical patients. Many of the strategies outlined in this toolkit have been adopted by other ORs in academic and community hospitals of varying sizes. Many of these teams have improved adherence to evidence-based practice and observed a significant reduction in their surgical site infection (SSI) rates. Your leadership is needed to achieve these results in your perioperative areas. Most of your efforts will be spent working with staff that manages patients during the surgery, or the intraoperative period (anesthesia, nurse anesthetist, perfusionist, OR nurse, circulating nurse, other OR personnel, and surgeon). However, some of your time will be spent working with staff that manages the surgical patient in the immediate pre-operative (prep area) and post-operative period (recovery room, intensive care unit, intermediate care unit and other inpatient surgical areas). We have developed a model to support your efforts to implement evidence-based practices and improve care for all cardiac surgical patients. We have applied this model to improve adherence to evidence-based practices and achieved dramatic results for patients in the cardiac OR and ICU. This model has 4 stages that answer the following questions: 1. Engage: How will this make the world a better place? 2. Educate: How will we do this? 3. Execute: What do I need to do? 4. Evaluate: How will we know we made a difference? This toolkit details what you should do in each of these stages. All the tools you will need to eliminate SSI in your OR are provided in the appendices; the rest is up to you. List of Appendices Appendix A: Fact Sheet- Surgical Site Infection Prevention Appendix B: Surgical Site Infection Prevention PowerPoint presentation Appendix C: Summary of the Society of Thoracic Surgeons recommendations for perioperative antibiotic management and glycemic control Appendix D: Intraoperative Glucose Control Protocol Appendix E: Quiz Questions for SSI © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 1 Engage: How does this make the world a better place? You need to help staff understand that surgical site infections (SSI) are associated with significant morbidity, mortality, and costs.1-5 More than 2% of the nearly half million inpatient cardiovascular operations that occur annually in the US are complicated by an SSI.1, 6 This translates to over 180,000 SSIs each year. In addition, mortality rates are 2-3 times higher among patients who experience an SSI. Therefore efforts to improve the quality of perioperative care and decrease SSI rates are paramount. To engage your colleagues, first make the problem real by telling a story of a cardiac surgical patient who developed an SSI in your hospital. Identify a patient that has suffered needless harm from an SSI and share the patient’s story openly with your colleagues and leadership. Ask them if this is the kind of care they would like for their family, if this is care they are proud of, if this is the best your hospital can do? Second, post the number of people who developed an SSI each month in your perioperative, ICU and floor areas and the total number of SSIs for the previous year in your cardiac care areas. To keep staff engaged, post a trend line so nurses and physicians can see at a glance your SSI rate and how it is changing over time. Post the number of days (weeks or months) since your last SSI. Use formal and informal opportunities to talk about your compliance with evidence-based practice and about unit or service-line specific SSI rates. Make a point of recognizing providers who adopt evidence-based practice. Invite your hospital infection control professional or epidemiologist to become an active part of the perioperative improvement team and draw on their expertise to help with your specific challenges. The goal should be that no patient suffers harm from a preventable complication while in your hospital. Finally, make sure your staff recognizes that benchmarking your performance against similar hospitals and striving for the 50th percentile is unacceptable for preventable complications. Your goal should be that no patient suffers harm from a preventable complication while in our hospital. You may be able to eliminate infections and any infection should be viewed as a defect. Educate: How will we accomplish this? Medical literature shows several strategies to be very effective in eliminating surgical site infections. These include: appropriate timing of prophylactic antibiotics, appropriate selection of prophylactic antibiotics, appropriate discontinuation of prophylactic antibiotics, appropriate hair removal, perioperative normothermia, and perioperative glucose control specifically for cardiac surgery patients. © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 2 Execute: What do I need to do? There are 7 steps in the Surgical Site Infection Prevention toolkit: 1. Educate staff by distributing a FACT SHEET (Appendix A) and hold in-services for bedside providers. 2. Standardize the following as much as you can in the perioperative setting: antibiotic choices, timing and discontinuation based on current guidelines and recommendations7, 8 surgical skin preparation equipment and sterilization practices 3. Improve communication among providers by conducting a briefing and debriefing 4. Implement a perioperative normothermia9 protocol for appropriate patients. 5. Implement a glucose control protocol for cardiac surgical patients. 6. Create independent redundancy to help ensure that all patients receive the evidence-based interventions they should for the prevention of surgical site infections. 7. Monitor compliance with evidence based guidelines and SSI rates over time Step1. Educate staff We have found that many healthcare providers are not aware that the interventions outlined in this surgical site infection prevention bundle toolkit can dramatically improve patient outcomes, and/or they are not familiar with the evidence behind each of these measures. One such evidence-based document is The Society of Thoracic Surgeons Practice Guidelines for Antibiotic Prophylaxis in Cardiac Surgery, an excellent resource to help you educate providers and increase awareness of the evidence-based interventions for perioperative antibiotic management.7, 8 We also recommend that you distribute the Fact Sheet (Appendix A) to all providers (anesthesia, nursing, medical/surgical staff, pharmacists etc.). Hold staff in-services to review the PowerPoint presentation (Appendix B), Fact Sheet (Appendix A), and Antibiotic Guidelines (summarized in Appendix C), and allow providers to have their questions answered. Track the number of providers that have attended the in-services and received the fact sheet. Continue to provide in-services until the information has been provided to at least 90% of staff. There is a correlation between compliance with evidence-based interventions and better patient outcomes.10 Posting run charts of compliance with the evidence-based interventions, the number of patients that developed an SSI, and the number of months without an SSI in your perioperative areas is an effective method for demonstrating to staff that their actions make a real difference in patient outcomes. Several education strategies described in the literature focus on changing physician behavior. These include person-to-person interventions (individualized educational information packets consisting of research literature, evidence-based reviews, hospital © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 3 specific data, national guidelines), brief reminders (e-mails, letters, phone calls), target information period reinforced via informal educational meetings and networks, and educational outreach visits (for example, involving pharmacy staff).11-14 Therefore, identify an appropriate forum within your cardiovascular service to formally involve ALL staff with this initiative. In our experience, physicians respond best to other physicians so the physician champion in your hospital should probably do this if at all possible. A medical staff meeting may be an appropriate forum for dissemination of this educational information. A better forum may exist in your hospital (e.g. Grand Rounds) to review the PowerPoint presentation and distribute the Fact Sheet. Ideally, this information will be disseminated to the various types of caregivers at the same time, allowing each to know what that other has learned and to allow for open discussion about local practices, barriers and plans. Step 2: Standardizing Care The reality is that most providers want to do the right thing but CVOR care is complex and it is often difficult to remember everything we should do in real-time. Strategies that help to decrease complexity, like checklists, are used extensively in other industries and are increasingly being employed in health care. Standardizing care can improve compliance with evidence-based practice. As an example, several successful strategies have been published in the peer-reviewed literature to improve the timing and duration of antibiotic prophylaxis. These include the use of pre-printed standing orders,15, 16 implementing clinical pathways,17 and the use of checklists.18, 19 Another strategy to improve the timing of prophylactic antibiotics is to reassign dosing responsibility to the anesthesia team in the CVOR, rendering antibiotic delivery closer to the induction of anesthesia and subsequent incision. 20-22 Reassignment to the holding room nursing staff may be appropriate for certain standard antibiotics that require longer infusion times. In addition, involving other professionals, like pharmacy staff, is an effective strategy to ensure appropriate timing, selection and duration of perioperative antibiotics.22-24 Several successful quality improvement initiatives have been implemented in the cardiac OR.25-27 Much of the earlier literature identified that not only were we administering antibiotics too late much of the time – but also too early.28 The standardized order sheet (paper or electronic form for hospitals with computer physician order entry systems) can be inserted into the process when patients are scheduled for surgery. This encourages a consistent, uniform approach to planning antibiotic prophylaxis and promotes optimal choice and timing of antibiotic prophylaxis. This is particularly helpful for patients with a penicillin allergy. The standardized order sheet should give explicit instructions on who should initiate the antibiotic administration and the timing of that administration. There can also be a standardized order sheet for discontinuation of antibiotics according to evidence-based recommendations. This can also be important to ordering of mupirocin. Our recommendations are that mupirocin decolonization be used with chlorhexidine baths.29 © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 4 Our experts in antibiotic management (HEIC-Hospital Epidemiology and Infection Control) have created a list outlining the appropriate antibiotic choice and recommended dose for each procedure/surgical type based on evidence-based medicine of current guidelines. This tool has been made into color-coded laminated posters and pocket cards. Placing these posters in a highly visible location in each OR can serve as an accessible reference in the operating room. Providing clinicians (all surgical and anesthesia staff) pocket cards of this tool can also serve as a convenient reference when choosing appropriate antibiotic prophylaxis. Different barriers have been described in the literature to explain the underused evidence-based recommendations and guidelines in healthcare settings. There are a number of strategies to improve the compliance with the surgical site infection prevention measures and to overcome these barriers. In the literature, one of the first strategies used for increasing the correct use of antimicrobial prophylaxis in surgery is the dissemination of local or international guidelines.30 Increasing compliance with the best evidence based knowledge will be most successful with locally developed (among surgeons and anesthesiologists, infectious disease specialists) procedures allowing for adaptation at specifics settings as needed.31-33 This development coincides with that of an antibiotic chart specifying type of antibiotic and dosage for specific surgical procedures as explained above. The dry erase board traditionally used to keep track of instrument counts in the OR can also be utilized to standardize communication of the timing of initial antibiotic dose and to plan the timing of re-dosing during the case. Standardizing the layout, purpose and placement of the dry erase board across all operating rooms will help to make this successful. Another strategy to decrease complexity in the OR is to control and standardize equipment practices in the operating room. Shaving the skin with razors can cause microabrasions, which can increase the risk for deep wound infections.34 Using a clipper to shave hair is recommended.9 We recommend that all razors be removed from the operating room and supply areas. Surgeons and staff should not be allowed to provide their own razors. Nursing and surgical support staff should be aware of equipment policies. A protocol for determining when hair removal is necessary should be in place. When hair removal is deemed necessary clippers should be provided by the hospital and used immediately prior to surgery; hair should be removed as close to the time of surgery as possible and the area of hair removal should be limited to the minimum necessary. The type of clipper should be standard for your hospital and all staff should be educated regarding proper use. Patients should also be made aware of the risk associated with shaving and should be instructed not to shave the surgical site themselves prior to their date of surgery. The introduction of multidisciplinary protocols has also been shown to improved success with evidence-based interventions.26 We have implemented glycemic control and perioperative normothermia protocols. While there are little data assessing the association between hypothermia and infection in cardiac surgical patients and cases that are done on bypass, are excluded from the national measures for perioperative normothermia, we believe locally that maintaining post-CPB normothermia is important and utilize measures © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 5 to try to maintain normothermia after CPB is complete. To ensure compliance with best practices it is also important to make available the means to achieve them. We have invested in body and fluid warmers to be available in every OR suite. Finally, standardizing the skin prep is critical. Consider a ‘skin prep’ team to perform skin preps on all patients. We implemented a skin prep team (designated providers who perform the prep on every patient) and standardized training for all new hires and annual auditing of their performance. Training included appropriate use of chlorhexidine and methods for avoiding cross-contamination. Step 3: Improve communication among providers Take advantage of the Time-Out and Briefing to communicate to all providers the name of the antibiotic given, time of dosing and required time to re-dose. In non CPB cases, state estimated blood loss of case to trigger possible re-dosing earlier. Intraoperative communication can also be improved by using a dry erase board hanging on the wall of every OR room to specify antibiotic given, time given and when re-dosing is required. The board can also state type of warmer to be used during the case along with perioperative temperature. Many institutions have implemented the use of electronic databases to send re-dosing reminder pages or pop-ups.35, 36 Communication can be improved preoperatively by sending patients letters about the importance of not shaving their surgical site prior to their surgical procedure. Step 4: Implement a Perioperative normothermia protocol Every patient undergoing surgery is at risk of developing hypothermia, which is defined as a core temperature of less than 360C. Preventing and treating perioperative hypothermia is a challenge since heat is lost very rapidly in patients undergoing surgery with or without anesthesia. Among non-cardiac surgery patients the benefits of normothermia go beyond prevention of SSI, and include prevention of perioperative myocardial ischemic events. The benefits for cardiac surgical patients who have gone on bypass are less clear. The goal should be prevention of hypothermia by implementing a protocol to treat patients who may present with a temperature less than 360C, and proactive mechanisms to decrease heat loss in the OR and postoperative settings for patients not undergoing CPB. The Association for Perianesthesia Nurses (ASPAN) has recently published updated guidelines for perioperative normothermia.9 We have both body warmers (convective) and fluid warmers in every OR to support our efforts. The use of the body warmer is supported by all team members, and the ancillary © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 6 support staff understands that these need to be maintained and supplies available at all times for their use. In the cardiac CVORs specifically we utilized under-body fluid warmer with some success. Some centers are utilizing a newer device with gel pads that are adherent to the skin (e.g. The Arctic Sun Temperature Management System) to maintain perioperative normothermia in off-CPB cases.9 Of course, local consensus on this practice would need to be developed. Step 5: Implement a glucose control protocol Achieving success with appropriate glucose control is a more difficult challenge for several reasons. First, unlike the other elements in the SSI Prevention Bundle, providers are often skeptical about the benefits of maintaining intraoperative glycemic control and express concerns about increasing the risk for hypoglycemia, since there is substantial data on the risk of hypoglycemia. Second, unlike other medication orders that are written once, appropriate glucose control requires insulin titration in a setting where a patient’s insulin requirements are constantly changing. Finally, appropriate and safe glucose control requires hourly glucose checks and can be labor intensive. The first point of discussion must focus on achieving some agreement on what target glucose level providers are comfortable with in your ORs and ICUs. The Society of Thoracic Surgeons has published guidelines on intra- and perioperative glucose targets.37 This guideline may be beneficial for your discussion. If you can’t get buy-in for your goal, work with your anesthesiologists, surgeons and ICU physicians to identify a starting point they are comfortable with. Identify and document their concerns regarding your desired goal. If hypoglycemia is a concern, collect rates of hypoglycemia. In our experience, hypoglycemia has not been a big issue- our current rates are <2%. In our cardiac ORs we started with a threshold of 200mg/dL and have systematically decreased this initiation threshold after providing feedback to the caregivers on the rate of individuals with hypoglycemia and admission to ICU glucose levels. We are now initiating an infusion at 150mg/dL to meet the goal of maintaining glucoses <180mg/dL. Some centers initiate insulin upon entry to the OR on all cardiac surgery patients. It may be helpful to engage your local endocrinologist as well. We have provided a copy of our intraoperative glucose control protocol for cardiac surgery (Appendix D). You are welcome to use it. Our protocol offers a range of insulin boluses and drip changes so that the bedside caregiver (anesthesiologist in the OR and nurse in the ICU) can incorporate other aspects of the patient’s care into their dosing. Others have been extremely proscriptive. You need to determine what level providers in your OR and ICU can live with as a starting point, but we encourage movement toward the STS goals in the postoperative period. We began glycemic control in the OR in response to the difficulty of obtaining glycemic control in the ICU, despite what was felt to be an aggressive protocol, with patients being admitted from the OR with glucoses in the 300 mg/dl range. We implemented an insulin protocol in the OR and this has improved our ability to reach our ICU goal more effectively. © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 7 We also worked toward eliminating high-glucose containing cardioplegia solutions. Please note, since insulin is one of the high-risk medications identified by The Joint Commission, and since many errors have been related to inappropriate dilution, you should consider partnering with pharmacy to request that they prepare all insulin infusions. This was a safety measure that we undertook. One strategy that has been effective in our ORs is feedback of the data – specifically focusing on the safety of the insulin infusion. Achieving glycemic control is a dynamic and complex process. Success is linked to staff that understand the complexities and are comfortable asking questions when they are confused or concerned about patient specific implementation. We have also found it useful to monitor compliance with the protocol and discuss in broad fashion our performance. For example, we post results openly in our ICU and review performance in existing physician and nursing meetings. We also have a box for questions related to appropriate glucose control. Step 6: Create independent redundancy Creating independent redundancy involves developing unique and separate system checks for critical procedures. Highly reliable industries use independent redundancies to monitor those procedures that are highest risk or most likely to cause harm if not done correctly. We are just beginning to develop independent redundancies in healthcare. You can make a Standardized Antibiotic Prophylaxis Tool. Laminated posters can be placed in every operating room. All surgical and anesthesia staff can be given laminated pocket guides to have with them at all times. You can add the allergies and, name, and timing of the initial antibiotic dosing to the “Time Out” process so that all individuals are aware that the dose was given and that the choice was appropriate. You can use a dry erase board in the OR to create independent redundancy for the evidence based care changes you are making. You can add the name and dosage of the antibiotic to be given to the patient for the specific procedure and the time of the first dose and anticipated subsequent doses – checking them off once completed. You can also use this board to state the selected warmer to be used to remind all staff of the importance of normothermia and when the warmer will be turned on (i.e. after CPB or during warming). For cardiac surgery patients, you can list pre-op glucose level and other levels as reported. You can use “automatic stop” orders per pharmacy and pre-printed orders to help with correct selection and discontinuation of prophylactic antibiotics. You can use “antibiotic reports” from pharmacy to notify you of patients on antibiotics greater than 24 hours. There are several other ways to create redundancy in the system. Consider incorporating antibiotic reminders using computer decision support systems. Computerized decision © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 8 support is one of the most effective tools described in the literature. Automated reminders, supported by computer-based decision systems, lead to reductions in human error (error of omission) and decrease the variability of the process.22, 36, 38-42 Engaging all caregivers can provide another type of independent redundancy. Many OR suites have ancillary staff members who assist with supplies, including pharmacists who can support the efforts to have the right medications available at the right times. Summary: Suggestions for creating redundancy Standardized Antibiotic Dosing Posters and pocket cards Time-Outs to include antibiotic dose and redosing times Dry Erase Boards in the ORs to facilitate communication Standardized Pre-Printed Antibiotic Orders OR Clinical Pathways We suspect you will be able to identify additional opportunities to create redundancy in your OR and we hope that you will share your ideas with other ORs. Nevertheless, there is no “one-size-fits-all” solution that will be effective for every health care setting. For being successful in the implementation of the different strategies and suggestions, each strategy must be adapted at the situations and circumstance of every ward and clinical setting. Step 7: Monitor compliance with evidence based guidelines According to literature another strategy is conducting periodic audits with continuous timely feedback of both process and outcome measures to all staff involved in this quality improvement process. To accomplish this, we recommend that you monitor compliance with all the evidence-based measures that we have given you and report back to your staff each month. Report the percentages of compliance to each measure in a bar graph for your team to track their performance. Also let your staff know about each month that goes by without an SSI diagnosed. You may also obtain reports from your hospital quality improvement officers who may be tracking the national SCIP measures for your institution and report these. The more realtime data you have access to the better. We partnered with our officers to send letters from the cardiac surgery leadership to providers who were not compliant with a given measure and requested that they investigate why the defect occurred and submit a response for the team to review. This enhances the sense that everybody is responsible for the successes – and the failures. Furthermore, while the officer had previously been investigating each defect, the front line providers frequently had important insights into why there was a failure and new protocols, guidelines or practices have been implemented as a result. Other/New Areas to Consider The following interventions are still under investigation and do not have as strong of evidence base to support their use. Consult with members of the cardiac care team and infection prevention professionals at your institution to determine which, if any, to include. © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 9 As with any intervention, the unintended consequences need to be considered with the potential risks/benefits. Chlorhexidine Skin prep in OR – Similar to findings with reduction of catheter related blood stream infections, chlorhexidine has been demonstrated to be more effective than povidone-iodine (Betadine) in preventing SSIs.43, 44 Two other studies have shown conflicting data on the benefit of Chloraprep compared with Duraprep or povidine-iodine.45 Each of these were supported by either Chloraprep or Duraprep manufacturers in which their respective products were found to be superior, so therefore are potentially biased. We have converted to chlorhexidine in our CVORs. When performing skin antisepsis, proper technique is essential. To apply chlorhexidine, use a back and forth friction rub for at least 30 seconds over the area to be prepped – this is very different from the way we used Betadine. Preoperative Chlorhexidine Showers – Several studies have indicated that chlorhexidine showers may be effective in reducing SSIs as a part of a wider clinical process improvement.46-48 We implemented this practice as well. Outpatients were given packets of chlorhexidine washcloths when they came in for their pre-op visit. They were instructed to use them according to the package instructions and bring in the empty packet. We used this empty packet as a way to document whether they had been used or not. For inpatients, we added this to our pre-op standardized order set. Nasal decolonization: Nasal colonization with MRSA has been correlated with higher risk of SSI following cardiac surgery.49 While both mupirocin50, 51 and chlorhexidine have been shown to be effective in either reducing colonization and perhaps reducing SSI after cardiac surgery52-55 there remains a concern for using this strategy broadly. There is definitely concern for the development of resistant MRSA strains with widespread, common use of decolonization.55 Newer strategies that utilize individualized decontamination for those patients with laboratory proven colonization may be preferred but many centers do not have the rapid assays available. This would be an important intervention that you should seek input from your local infection prevention experts. Many current protocols include intranasal mupirocin beginning at least the day before surgery (sooner, if elective operation) and continuing for 2 to 5 days after surgery. In the recent randomized controlled study by Bode and colleagues, they demonstrated a reduction in SSI rates (not cardiac surgery specific) in patients who were colonized with nasal S. aureus using a 5 day course of mupirocin PLUS daily chlorhexidine soap total body wash. This regimen was repeated every 3 weeks for those with prolonged hospitalizations.29 Our local infection preventionist recommends using this combined method or mupirocin plus chlorhexidine washes if you elect to adopt nasal decolonization. Blood Transfusion – Some studies support limiting the number of allogeneic blood transfusions during cardiac and other surgeries. A higher number of blood transfusions has been associated with higher postoperative infection rates, longer hospital stay, and increased mortality.1, 56-60 Strategies to reduce unnecessary transfusion should be a part of best practices in general, however there are no data to support that should you decrease your transfusion rates that your cardiac surgery SSI rates would improve. © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 10 Fraction of Inspired Oxygen (FIO2) – An intraoperative FIO2 has been reported to be a risk factor for postoperative SSI in patients undergoing spinal surgery.61 A meta-analysis published in 2009, reported a decrease in the risk for SSI with perioperative maintenance of 100% FIO2 in colorectal patients.62 A recent study in cardiac surgery did not show any benefit using this strategy. There are no data specifically looking at cardiac surgical patients, however this might be something to consider, and certainly should be researched further. Evaluate: How will we know that we added value? The first step is to collect baseline rates of compliance with SSI Prevention evidencebased measures in your unit. To accomplish this you need to collect data on the current process measures, which your hospital is likely already doing. The second step is to track SSI rates over time in your unit. © Armstrong Institute for Patient Safety and Quality, Johns Hopkins Medicine 11 REFERENCES 1. Mangram AJ, Horan TC, Pearson ML, Silver LC, Jarvis WR. Guideline for prevention of surgical site infection, 1999. hospital infection control practices advisory committee. Infect Control Hosp Epidemiol. 1999;20(4):250-78; quiz 279-80. 2. Stone PW, Braccia D, Larson E. Systematic review of economic analyses of health care-associated infections. Am J Infect Control. 2005;33(9):501-509. 3. 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