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WA Country Health Service &
Royal Perth Hospital
A joint venture in improving clinical handover
developing standardised clinical handover
Concepts, Processes and Tools
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Project Deliverables
1. Analyse the patient safety risks associated with
clinical handover with inter hospital patient
transfers.
2. Develop minimum data set for our selected
cohort (deteriorating IHPT) both Written &
Verbal
3. Develop Toolkit to support implementation
Identify
Situation
Observation
Extent of the problem
•
350,000 ED presentations
•
110,000 separations
•
380,000 in patient bed days
•
10,000 patient transfers to another acute care facility within Western Australia (WA).
•
Over 7,000 of these Via RFDS / St Johns Ambulance/ Fire Emergency services
•
Complex processes
‰ Referral
‰ Arranging patient transport
Background
‰ Rely too heavily on multiple players having local knowledge of the WA health
system and the differing service delineations both within the Perth metropolitan
area health services
‰ WACHS is moving towards a model of central clinical coordination of all inter hospital patient transfers and part of this project involves the development of
clinical handover systems
‰ Emerging picture of serious adverse outcomes from absent incomplte handovers
Agree a Plan
Read Back
Identify
Tracing & remedying failures
Situation
CH
transport provider logistics
Referring Doctor
CH
CH
CH
transfer nurse / volunter ambo
CH
Observation
CH
CH
Referring nurse
CH
Background
transit hospital
CH
receiving hospital
Agree a Plan
Read Back
transit medical/
nursing team
CH
CH
CH
Ambulance paramedic/
nurse escort
Transfer of professional responsibility and accountability
across multiple systems and providers / agencies/
professional and volunteer groups
Identify
Analysis of adverse events and
incident
Situation
Observation
• Clarity of message
• Hierarchy of power
influences
Background
• Transfer of accountability
Agree a Plan
Read Back
• Team and cross team work
Collaborative effort
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Setting the scene…
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Royal Perth Hospital
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Identify
Situation
Observation
Background
Agree a Plan
Read Back
WA Country Health Service
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Carnarvon
Identify
Same, same
but different
Situation
Observation
Background
Agree a Plan
Perth
Read Back
Lake Grace
Identify
Situation
Observation
Background
Agree a Plan
Read Back
RPH
Trauma teams
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Burns teams
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Emergency
teams
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Psychiatric
Emergency
team
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Neonatal resus
teams
Identify
Situation
Multiple transport providers
Observation
Background
Agree a Plan
Read Back
Project Team
Identify
Situation
Observation
Background
Agree a Plan
Madeleine Connolly and Jill Porteous absent
Read Back
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Handover is just words…iSoBAR is an answer
The Why, the What &
‘How will you know
when you get there’?
WA Country Health Service & Royal Perth Hospital
Identify
Situation
4 Ps of Marketing
• Product
Observation
• Price
Background
• Place (distribution)
Agree a Plan
Read Back
• Promotion
350,000 ED presentations
7,000 transfers via 3 transport providers
Product
Identify
Tracing & remedying failures
Situation
CH
transport provider logistics
Referring Doctor
CH
CH
CH
transfer nurse / volunter ambo
CH
Observation
CH
CH
Referring nurse
CH
Background
transit hospital
CH
receiving hospital
Agree a Plan
Read Back
transit medical/
nursing team
CH
CH
CH
Ambulance paramedic/
nurse escort
Transfer of professional responsibility and accountability
across multiple systems and providers / agencies/
professional and volunteer groups
Product
Cyclone
George
Product
Product
Product
a contour line of constant pressure
• I – Identify
• S – Situation
• O – Observation
• B – Background
• A – Agree a plan
• R – Read back
Product
Product
SBAR
• Situation
• Background
• Assessment
• Recommendation
Missing
– Identify
– Read back
Product
Product
Price- cost to the patient
Place
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Place
Identify
Situation
Observation
Background
Agree a Plan
View from 3 sides of Wyndham hospital
Read Back
Place
Identify
Situation
Observation
Background
Agree a Plan
Kununurra
Read Back
Place
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Mud football , Derby
Cable Beach Broome
Identify
Situation
Observation
Background
Agree a Plan
Place
Read Back
Promotion
Handover is just words…iSoBAR is an answer
Putting it into practice-Role Play
WA Country Health Service & Royal Perth Hospital
Pitfalls
Identify
Situation
Observation
Background
Agree a Plan
Read Back
Surname
URN
Given Names
DOB
Government of Western Australia
WA Country Health Service
Address
Postcode
Gender
SITUATION
Date
Time
Medicare No.
Ambulance fund number
DVA colour and number
AB
TSI
ABTSI
Primary language spoken
Interpreter required
Yes
No
Contact person/NOK
Contact No.
NFR status documented
Yes
No
Relationship
Aware of transfer
Yes
No
known
Unknown
Organ donor
Contact number
Referring hospital contact person: Name
Usual GP/Contact No.
Signature
Designation
Principle diagnosis/problem
Other diagnoses/problems
Identify
Situation
Reason for transfer
AIRWAY
BREATHING
COLOUR
CIRCULATION SKIN
PULSE
BEHAVIOURAL
patent
compromised
unremarkable
shallow
unremarkable
pale
unremarkable
warm / hot
unremarkable
regular
Harm to self
Harm to others
ventilated
deep
rapid
flushed
mottled
cool / cold
dry
irregular
slow
Requires physical restraint
slow
cyanotic
moist / clammy
rapid
laboured
Glascow Coma Score
strong
OBSERVATIONS
Usual conscious state (if known)
asymmetrical
C-SPINE
weak
audible wheeze
immobilised
not palpable
Observation
Airway management plan
Yes (Time)
Airway compromise relayed to transport provider
Pulse
Resp rate
B.P.
Vital signs Temp.
No Outcome;
SpO2
Intravenous (IV) access
Second IV access
No access required
Fasted from
Food
(gauge, site, insertion time/date)
Intercostal catheter
Failed IV access
Pain Score
O2 rate/device
time:
IV fluids charted
Fluid balance Chart
Arterial line
Fluids
Nasogastric tube
Central venous line
Time last voided
Other
Continent
Incontinent
Indwelling catheter
BACKGROUND
Current episode medications (refer to Medication Chart for time last given)
Effect
ALERTS
Mental Health Act
Voluntary
Involuntary
Investigations(results if available)
Risk assessment
Yes
Results attached
No Drug Allergy
(state drug/reaction)
Relevant Social issues
AGREED PLAN
Dietary needs
Receiving hospital
Receiving doctor
Bed arranged with:
Transfer form faxed to receiving hospital
Mobility
Forensic
Unit
Contact number
Confirmed bed
Bariatric Client
Microbiological
Pressure area risk
Other:
Yes
Yes
No
No
ATTACH ALERGY STICKER
Past relevant medical history
WACHS MEDICAL RECORD TRIAL INTER HOSPITAL TRANSFER
IDENTIFY
Hospital
Inter Hospital Patient Transfer
ADULT/CHILD HANDOVER
Background
Agree a Plan
Read Back
Handover is just words…iSoBAR is an answer
‘How will you know when you get
there’?
WA Country Health Service & Royal Perth Hospital
Identify
Situation
Observation
Background
Agree a Plan
Read back
Identify
Roll out “ready or not”
• Change ready environment
Situation
• Staff encouraged to implement in their context
• The tools and educational support
Observation
• Examples - Bed side, patient transfer, allied
health referrals………..
Background
• Evaluation of innovation spread
• Variable results
Agree a Plan
Read Back
Identify
After the trial
The good
Situation
Observation
Background
•
There is less waffle in the communication, and its more succinct
•
It prompts us to ask the right questions
•
It helps us cope with the high turn over of staff
•
We used to have bits of paperwork often go missing, so the isobar
form has ensured that a comprehensive summary is passed on
•
It has helped to change the culture and increase staff awareness of
safety issues associated with verbal handover
•
The tools are great
The bad
Agree a Plan
Read Back
•
Focused on the form
•
Seen as a medical responsibility especially the A and R
•
Looking for a mandate
Identify
Lessons learnt
What worked
Situation
Observation
• Focusing on a problem that was real and
recognized by clinicians
• Clinician lead - not top down
• On the ground engagement and listening
Background
• Marketing expertise
• Diffusion of innovation
Agree a Plan
Read Back
• KISS
Identify
Situation
Lessons learnt
What didn’t
• Form can become the focus rather than the
concept
Observation
• Delays in implementation of enabling initiatives
(care coordination, RFDS funding arrangements etc)
Background
• Engagement with and of transport providers
• Under scoped we were n’t equipped for the extent of
Agree a Plan
Read Back
implementation that a change ready environment
demanded
Identify
Situation
Observation
Making it stick –A good
proposal for change?
• Based on best evidence
• Well presented and attractive
• Concrete messages
Background
Agree a Plan
Read Back
• Clear targets
• Different format for different
audiences
Questions?
Diffusion of innovation
Identify
Getting ready to change
iSoBAR
toolkit
developed
Situation
Understand/diagnose
YOUR issues in YOUR
context
Observation
Background
Plan your SPECIFIC change
Conduct a SMALL test
STUDY results and
Act on them in next small test
keep testing & expanding target
Agree a Plan
SOURCE Easy Guide to CPI NSW health
Read Back
iSoBAR - Getting ready to change
Identify
• Context
Situation
Observation
Background
Agree a Plan
Read Back
• Define issues / problem to be resolved - do you
need to collect data?
• Describe what you are trying to achieve with
whom - Be specific NOT just ‘improve”
handover
How will you know the change is an
improvement?
• Plan and conduct a SMALL test, how will you
STUDY the results before moving on to second
test?