Unit-based team concepts

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How to Zoom From Level 1 to Level 4

Deck: 
Strategic tips from a Georgia team

Story body part 1: 

Sometimes the best way to spread effective practices is to spread experienced people. That’s what happened when the Alpharetta Ob-Gyn UBT in Georgia zoomed from Level 1 to Level 4 in just 10 months after two nurses from two different high-performing UBTs transferred there at the same time.

Jane Baxter and Ingrid Baillie had been UBT co-leads at two different clinics when they each got a new job with the Alpharetta Ob-Gyn department. They both drew on their experiences to guide their new team when they became co-leads at Alpharetta. “We knew the steps in the process and what to expect,” says Baxter, the department’s charge nurse.

Fledgling teams should begin with small performance improvement projects, they say. “We started with the low-hanging fruit,” says Baillie, RN, a member of UFCW Local 1996. “You don’t need to reach for the stars right out of the box.”

Pick your projects wisely

And, says Baillie, there’s no need to look any further than Kaiser Permanente’s organization-wide and regional priorities to find plenty of ideas for performance improvement projects—and a wealth of data that is being collected regularly.

“KP makes no secret about what is important to it,” says Baillie. “From that alone, you have all the data you need.”

For instance, the Alpharetta team’s first efforts were to improve clinic start time and get a second blood pressure test for patients with high initial readings. “These are important to KP, and they helped us gel as a team,” says Baillie.

“Small wins help develop confidence,” says Baxter. Now the team is taking on more complex cross-departmental initiatives, such as trying to make available online the big packet of paperwork patients need to complete before a first Ob-Gyn visit.

Getting physicians involved also has been part of this UBT’s success. You won’t find doctors who think UBTs are just for clinic staff on this team, says Baxter.

“Our providers are very invested,” she says. “They take minutes at meetings. We are all on an equal playing field.”

TOOLS

7 Tips for Tracking Savings From Team Projects

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Unit-based team co-leads and members

Best used:
Post this tip sheet on a team bulletin board, or use it as a starting point to figure out how to determine the savings and/or cost-avoidance of performance improvement efforts.

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TOOLS

7 Essential Tips to Help Keep Patients Safe

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Unit-based team members, co-leads, sponsors and consultants in all departments that care for patients

Best used:
Share these tips with you team to help plan patient safety improvement projects or review effective patient safety practices.

 

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Change in Tubing Saves $25,000

Deck: 
Oncology UBT cuts costs with different IV set-up

Story body part 1: 

It started with a question from Oncology RN Tom Fought, a member of the Oregon Federation of Nurses and Health Professionals (OFNHP), at the Interstate Medical Office in the Northwest.

Why, he wondered, was primary tubing used for low-reaction drugs instead of the less-expensive short or secondary tubing?

That prompted the department’s unit-based team to start an improvement project that wound up saving $25,000 a year.

When patients come in for chemotherapy or other infusion medications, the drugs are administered via an IV: The bag holding the medication is hung on a pole, with a line that goes into the patient’s vein. When primary tubing is used, the valve to stop the flow of medication is very close to the patient’s body.

If the drugs being used have a high potential for an adverse reaction, it’s essential to use primary tubing, so that if there is an emergency and the line has to be shut, only a very little additional medication reaches the patient.

Appropriate times for less expensive options

When the short tubing or secondary tubing is used, the valve to stop the flow of medication is farther from the patient. In this situation, if the valve is closed, more medication is in the line and will flow into the patient until the tube is empty. These types of tubing are appropriate when the medication has a low potential for a negative reaction.

Primary tubing is $4.10 per unit, short tubing is $3.65 and secondary tubing is 65 cents. The costs add up if primary tubing is used when it’s not necessary.

“I had no idea that we would be saving the unit that much money by conforming the tubing,” Fought says.

This team alone was able to save $25,000 a year. If every Kaiser Permanente oncology infusion department adopted this practice, the savings would be dramatic.

“This was such an easy tweak—we just needed to think outside of the box,” says Lacey Anderson, RN, the Infusion Team Lead and a member of OFNHP, who was involved in the project. “The team realized this was such a great idea and wondered, ‘Why haven’t we been doing this all along?’”

Greater camaraderie

Heidi Rolf, the department manager and the UBT’s management co-lead, is proud of the work the team has accomplished. She attributes the success to the leadership of the team and notes that since the team has advanced to a Level 4 on the Path to Performance, team members have more camaraderie and are more engaged.

“At first it was a little difficult to change the habits of the nursing staff,” Fought says. “Within a few weeks, we had everyone on board and our tubing project took off.”

TOOLS

Poster: Saving the Hassle and Cost of Lost ID Cards

Format:
PDF

Size:
8.5” x 11”

Intended audience:
Frontline employees, managers and physicians

Best used:
This poster features a Mid-Atlantic States team that has improved service and captured lost revenue. Post on bulletin boards, in break rooms and other staff areas.

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TOOLS

Poster: Speedy Slides Boost Service and Morale

Format:
PDF

Size:
8.5” x 11”

Intended audience:
Frontline employees, managers and physicians

Best used:
Hang this poster detailing how one UBT improved service and boosted morale on bulletin boards, in break rooms and other staff areas. Use it to discuss possible changes with colleagues.

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Videos

Right Team, Right Tool, Right Test

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Team members at the busy Santa Clara Women’s Clinic in Northern California significantly reduced the rate of lab specimen errors that had plagued their department—and the team culture today is a far cry from the days when employees would cover up their mistakes for fear of punishment. Their success earned them an invitation to present their project at the prestigious Institute for Healthcare Improvement’s National Forum on Quality Improvement. Watch their story on sustaining change.

 

UBT Sponsors Work the Wow Factor

Deck: 
The Affordable Care Act makes unit-based teams more important than ever

Story body part 1: 

If people understand why we’re asking them to do certain things, they are more likely to help find solutions. That’s why unit-based teams, and their sponsors, must understand the implications of the Affordable Care Act to lead meaningful change.

The ACA is producing unprecedented changes in the marketplace. It is opening up health care to people who had little or no access to routine care before, and giving them choices they never had before. But for many, the choice will come down to dollars and cents—which means Kaiser Permanente needs to do two things, in partnership:

First, to attract new members, we have to offer competitive rates. Then, we have to wow them when they call or visit—especially the first time they call or visit

Know your role

As UBT sponsors, we have to ask ourselves: How are we going to do an awesome job of caring for patients and being the most affordable if our team doesn’t understand the impact it can have and isn’t involved in helping find solutions?

We need to understand what our role is in helping teams improve service and efficiency. If we, as sponsors, recognize that unit-based teams give Kaiser Permanente a competitive advantage and a way to drive change, and we provide the support for that work, we’ll largely have succeeded in our role.

Work with your team

When a manager or sponsor comes to me with an issue or area for improvement, one of the first things I ask is: Are you working with your UBT on this? If not, I ask them to try again—because becoming more efficient, cost-effective and member-centered doesn’t happen just in the administrative suite. It happens with the frontline staff and physicians. If sponsors, leaders and managers look to UBTs and their expertise, it will lead to solutions.

Sponsors and leaders also need to ask themselves: Have we figured out what resources the UBTs need to get the work done? Do they need the time, the meeting space, and a facilitator?

UBTs are only as good as the leaders who invest in them. We have more compelling reasons now than ever to leverage the partnership. If team members understand those reasons and are given direction and support by their sponsors, there is no limit to what we can do to help Kaiser Permanente continue to lead in this time of change.

Hank Winter 2014

Format: PDF

Size: 16 pages; print on 8½” x 11” paper (for full-size, print on 11" x 14" and trim to 9.5" x 11.5")

Intended audience:  Frontline workers, managers and physicians

Best used: Download the PDF or read all of the stories online by using the links below.

TOOLS

Sustaining Change Checklist

Format:
PDF

Size:
8.5" x 11" 

Intended audience:
Unit-based team co-leads and sponsors, UBT consultants

Best used:
Use this list of questions to generate discussion in your team before starting a test of change; these thought-provoking questions are from the British National Health Service’s Institute for Innovation and Improvement. 

Related tools:

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