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Recommended Practices to Maximize
Reimbursement: Colo-Rectal Bundle
Sunil (Sunny) Eappen, MD,Chief Medical Officer and Chief of Anesthesia
Massachusetts Eye & Ear
Fleurette (Flo) Kiokemeister, RN, MSN
Project Manager for the Perioperative Surgical Home/ERAS/ RRP
Advocate Lutheran General
Client logo
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Agenda
Case Study
Getting
Started
Information
Governance
/ Steering
Committee
Clinical
Redesign
3
Advocate Lutheran General Hospital
3
638 – bed hospital
Level 1 Trauma Center
Tertiary care referral hospital
1,303 physician representing 51 specialties
and subspecialties
25 operating rooms / over 19,000 surgeries
per year
Part of Advocate Health Care, Illinois’ largest
health care system and one of the nation’s
top 10 health care systems
Client logo
placeholder
The main goal is to enhance value while achieving the
Triple Aim: a better patient experience, better health outcomes
and lower costs
What is the Main Goal?
Client logo
placeholder
Provide a portal of entry to perioperative care
Ensure continuity of coordinated care throughout the surgical experience
Reduce
• Cost of care
• LOS
• Complication rates
• Readmissions
Promote optimal patient safety
Standardization using evidence based practices and research
Improve the patient and caregiver experience and satisfaction
Provide quality and improvement measures demonstrating success and
outcomes
Specific Goals and Objectives
6
Perioperative Surgical Home: Who, Where, When, How
6
Surgical
Home
Multi-
departmental
Initiative
Transform
Surgical Care
Developing a
Standardized
Set of
Evidenced
Based
Protocols
Continuity of
Care
Throughout
Surgical
Experience
Getting Started
8
First Step: The Most Important One
8
Assemble anesthesia champions
Select 1 surgical service line
• High Cost / High Complexity / High Volume Procedure with ERAs protocol
• Enthusiastic surgeons
Obtain senior leadership support
• Allocate money and support personnel
Obtain benchmark data on performance
9
Steering Committee
Project Team
Intra-op
Surgeon in
Chief
Post –Op
Post
Discharge
AHH and PAN
Surgeons
Lead
Anesthesiologist
Anesthesia
Ad HOC
Nutrition
Geriatric MD
Nursing Education
IT
Marketing
Pharmacy
Service
Physical
Therapist
Project
Manager
Pre-
Surgical
Testing
Research and
Quality
PACU
Finance
Administration
Care
Managers
Ostomy
RN
Hospitalists
10
Next Steps
10
Interview Staff
Assemble
Steering Team
Gather
Literature
Collect Quality
Baseline Data
Gather List of
Protocols
Learn About
Current State
Develop New
Pathways
Trial and Carry
Out Plan and
New Pathways
Analyze Data
Finalize
Protocols and
Pathways
Roll Out New
Protocols
11
Information Retrieval is Challenging
11
Information Needed: How Best To Obtain:
EHR Nomenclature to Schedule
Financial – Cost Per Case Hospital Financial System
ICD10
L.O.S. NSQIP Database
Quality
SSI
DVT
Crimson
NSQIP
HCAHP Press-Ganey/NRC
12
Lean Methodology
12
Step 1
Step 5
Step 2
Step 3
Step 4
Step 6
Step 7
Step 8
Interview
Staff
Assemble
steering
team-
choose a
physician
leader for
each phase
and its
members
Gather
literature.
Collect
quality
baseline data
Observe
current state.
Value –
stream
Mapping.
Develop
protocols
and clinical
pathways
Collect list
of
protocols
for each
phase
Trial
protocols
And Clinical
Pathways
Step 9
Analyze the
pathways
and
protocols
and new
Workflows
and
handoffs.
Monitor
Data
Finalize
protocols,
processes
and clinical
pathways.
Develop
Physician
Scorecards
and
Colorectal
dashboard.
Plan +
Study
Step 10
Implement
finalized
processes
and clinical
pathways.
Finalize
physician
scorecards
and
dashboard
Act
• Carry our plan
• Document
observations
• Record data
• Analyze data
• Compare results to
predictions
• Summarize what was
learned
• Reason for action
• Current state
• Ideal state
• Gap analysis
• Causal Analysis
• Possible solution
•What
changes are
to be made?
•Next cycle?
Act
Plan
+
Do
Study
13
How Did We Educate Ourselves?
13
ASA Learning
Collaborative
Networking
ERAS Project
Management
Group
Literature
Reviews
Attend
Conferences
14
Bundled Payment Overview
14
Preoperative
• Patient
engagement
• Assessment
and triage
• Optimization
• Education
• Transitional
care planning
Intraoperative
• Multimodal
pain therapy
• GDFT
• Supply chain
• Operational
efficiencies
• Reduced
variations
Postoperative
• Right level of
care
• Integrated
pain
management
• Prevention of
complications
Long-Term
Recovery
• Coordination of
discharge plans
• Education of
patients and
caregivers
• Transition to
appropriate level
of care
• Rehabilitation and
return to function
Physician Director of Perioperative Services Surgical Home Leadership Management Team
Quality Improvement Health Care
Analytics
Human
Resources
Nursing Pharmacy Laboratory Radiology
Central
Supply
Information
Technology
Social
Services
Home
Health
ECF
Nutrition
PSH
Return to
PCP/Medical
Home
expectations
met
SUPPORTING MICROSYSTEMS
*Figure develop by Daniel J. Cole, M.D.
Perioperative Phase:
Surgeons’ Office, PST and the Perioperative
Optimization Clinic for Risk Reduction
16
Surgeons’ Offices
16
Surgery –
Colonoscopy
Checklist
Form
Scheduling –
to Identify the
PSH Patients
Introduce
New
Perioperative
Optimization
Clinic
Introduce
Patient
Technology
Engagement
App - Twistle
17
SAMPLE: Surgery – Colonoscopy Checklist Form
17
18
Perioperative Optimization Clinic (POC)
18
Multidisciplinary Clinic:
“One Stop Shopping”
Concept
• Hospitalist
• Anesthesiologist
• Nurses
Additional Clinicians –
AD HOC
• Discharge
Consultant
• Nutritionist
• Skilled Nursing
Home Rep or Home
Health
• Ostomy Nurse
19
Opportunities of the POC
19
Develop Preoperative Risk Assessment for all surgical patients
• Preoptimize patient 2-3 weeks before surgery
Serve as home base for patient and point of contact before and after
surgery
Allow for proactive planning for post-discharge and transitional care
• Active follow-up with high-risk patients
Patients will be well prepared for discharge before admission
Patients will be educated on postop expectations and their healing
process
20
POC Requires Support From…
20
Goal is Standardization
Administration
Anesthesiologists
Primary Care MDs/Hospitalists
Surgeons (some)
Staff
Building
Blocks
21
Anchors of Best Practice in Preoperative Preparation
21
• Benchmark cost/patient preparation <$50/patient
• RN’s is the POC manages patient preparation, education, and
clearance processes
• Charts completed at least 3-5 days prior to day of surgery
• Surgeon’s office supplies timely H&P, Orders, Consents and faxes to
POC
• Anesthesia assists in the POC with patient preparation/clearance
–Developing Preparation Algorithms
–Staffing POC most common only with physician-extender/hospitalist
(relationship)
• Seamless, efficient paperwork or use of IT system
22
What Elements Are Needed to Create A Successful POC Center?
22
• Accurate surgical scheduling
• Immediate triage-as soon as patient scheduled for
surgery
• Pre-registration (telephone screen completed within 24-
48 hrs. of scheduling for surgery)
• Pre-op Order sets for surgeon and or anesthesia- future
orders completed for surgery
• History tool (more complete triage)
• Lab/EKG on-site
• Matrix for labs required for surgery
23
What Elements Are Needed to Create A Successful POC Center?
23
• MD/DO Review of all abnormal tests
(Hospitalist/Anesthesiologist)
• Medications to hold with updated list (250 plus)
prior to surgery
• Communication with Primary and Surgeon’s
Office (after visit within 72 hours)
• Hospitalists/charge capture
• Tracking form for all patients- who were identified
as high risk
• Evening before phone call /scripted instructions-
automated reminders from APP
• Incomplete chart summary performed 2-3 days
before surgery
24
SAMPLE: POC Risk Screening Form
24
25
SAMPLE: POC Risk Screening Form Continued
25
26
Risk Reduction Management Tools
26
Anemic /
Blood Count
Protocol
Cardiac Risk
Calculator
Chronic Pain/
Multi-Modal
Pain &
Narcotic Use
DVT Risk
Analysis
Delirium
Screening
(Mini Cog)
Depression
Screening
Diabetes
Assessment
Frailty
Assessment
Morse Tool for
Falls
Pacemaker
and ICD
Management
OSA
Screening
(Stop Bang)
Nutritional
Status
Evaluation
PONV
Screening
Tool
POP Risk
Calculator
Risk of
Readmission
Tool
27
Additional Screening Tools in Clinic
27
Alcohol Use
Smoking
Cessation
Social Screen
Preconditioning
/ Exercise
28
ERAS (What)
28
A multimodal perioperative care pathway
designed to achieve early recovery for patients
undergoing major surgery by minimizing organ
dysfunction and reducing the profound stress
response brought on by surgery
29
Components of ERAS for Colorectal
29
Education and
prehabilitation of
patient
Clear fluids and a
carbohydrate
beverage up to 2-3
hours prior to surgery
Narcotic sparing,
multimodal pain
therapy
Goal directed IV fluid
therapy - GDFT
Active intraoperative
warming
Routine administration
of prophylactic
antiemetic
Minimally invasive
surgical technique
No drains or
nasogastric tubes
Early ambulation and
enteral nutrition
Intra-Operative Phase
POCU, OR, PACU
Client logo
placeholder
Intraop Anesthesia Protocols – Day of Surgery
Home
• NPO after midnight for solids and non-clear
liquids
• Clear liquids up to 4 hrs
• High carbohydrate up to 3hrs before surgery
POCU
• PO meds to be given 2 hrs before surgery
• Celecoxib 400mg PO (hold for epidurals or
impaired renal function)
• Pregabalin 75 mg PO
• Alvimopan 12mg PO (hold with opioid usage
of 7 days pre-op)
• Tylenol 1000mg PO
• Scopolamine patch for a PONV risk score of
3 or 4
• Avoid Versed and Scopolamine with positive
screen for delirium/frailty/falls
• Fluids – 1ml/kg/hr for laparoscopic;
3ml/kg/hr for open
• Epidurals – if ordered by surgeon it will be
placed in the OR
• T7-10 epidural for all left sided procedures
such as LAR
***Epidurals not indicated for right hemi-colectomies
***If in doubt, ask surgeon
32
Intraop
32
Dexamethasone Fluids Ventilation Epidural Dosing Titrate Opioid
Administration
Toradol Ondansetron
8mg IV at induction
(4mg w/DM or
borderline DM)
Initial PIV on infusion
pump in POCU at
basal rate:
Aim to ventilate at
8ml/kg IBW
PF 1% Lidocaine –
5ml bolus dose 20
min prior to incision
to test placement
Minimize PONV Usual dose 30mg,
decrease to 15mg
with moderate kidney
disease
4mg at emergence
1ml/kg/hr for
laparoscopic cases;
3ml/kg/hr for open
cases
To assure analgesia
postop, dose
epidural intra-op
intermittently or at
conclusion of case
with 0.25%
Bupivacaine; or
initiate standard
infusion of 0.125%
Bupivacaine with
2mcg Fentanyl
Administer 30
minutes prior to end
of procedure
IV rate based on lean
body weight with
max of 80kg
Bolus dose may
result in a decrease
in SVR – treat with
vasopressors
Hold with epidural,
severe renal
impairment, Crohns,
Ulcerative Colitis
2nd PIV on Fluid
warmer to be used
for GDFT; place in
OR
Fluids 1mg/kg/hr in
PACU
33
Goal Directed Fluid Therapy
33
Clearsite of Flo-
Trac used with all
major cases to
optimize fluid
administration
Wait 10-15
minutes following
epidural bolus,
abdominal
insufflation or
changes in patient
position to assure
SVV value is
stable and nor an
aberration
SVV Guided Fluid
Intervention:
•If SVV < 12% - Fluid
status stable; no
therapy indicated
•If SVV > 12% - Fluid
deficit vs SVR
decrease
•If fluid deficit – infuse
250-500 ml bolus of
crystalloid
•If SVR decrease –
administer
vacopressors
•Reassess status
every 15 minutes
Monitor SVV
trends
Factors that may
affect SVV
accuracy:
•Cardiac arrhythmias
(more than 4 times a
minute)
•Spontaneous
ventilation
•Change in intra-
abdominal/thoracic
pressures
•Frequent cardiac
arrhythmias negate
the use of Flo-Track /
Clearsite
34
Post-Operative Delirium & Miscellaneous
34
Avoid Versed in patient who screen
positive for delirium/frailty/fall risk
Give muscle relaxant at beginning of
case and reverse at the end of case
with as little reversal as needed
OG tube removed at the end of the
case; no NG tubes
35
Additional Intra-Op
35
Identified Colorectal anesthesia
and OR nursing team
Colorectal SSI Bundle – July 2014
• Sage wipes the night before surgery – full
body
• Sage wipes the morning of surgery – site
specific
• Dedicated closing tray and changing
gloves and gowns
• Maintenance of Normothermia
Post-Op Phase
37
Post-Op Protocols
37
No PICC line
delays – Patient
screened POD 1
to determine
PICC line
necessity
All ostomy
patients will be
seen on POD 1;
additional floor
nursing staff
trained to
educate patients
on ostomy care
PT – all
colorectal
patients will be
consulted on
POD 1
Activity and early
mobilization
Early feeding
and diet
Early removal
of Foley
catheter
Post-op
analgesia
Daily goals
developed for
patients
Readmission Prevention Tools
39
Education Video Links and Patient Engagement
39
Build patients’
expectations and
prepare them for
entire surgical
experience
Can be viewed on
tablets
Provide
Education
Video Links
Twistle- used to
remind patients
pre-op and to
monitor and
surveillance
patients up to 30
days post
discharge
Patient
Technology
Engagement
App
40
Twistle – Patient Engagement Platform (Pre and Post-Discharge Reminders)
40
Reminders Cadence
• Notifications 3 days
and 1 day before clinic
visit
• Pre-op reminders send
7 days before surgery
Reminder Content
• Stop taking blood
thinners
• Arrive to pre-op dept.
on 1st floor
• Bowel prep
instructional video
• SAGE wipes
instructional video
• NPO reminder
• Clearfast or G.E.D.
high carbohydrate drink
reminder
Post-Op Monitoring
• Sent daily questions for
the first 3-5 days up to
30 days post-discharge
-HIPPA compliant
-Patients can send
pictures
• Alerts RN or surgeon if
having any fever,
hydrating, visit from
Home Health RN
• Follow-up appointment
reminders for PCP and
surgeon
• Patient outcome
questions
Post-Discharge Phase
Home, Home with HH or ECF
42
Post-Discharge
42
Developed hand-
off process
•Care management to home health
Identified 6
preferred PAN
SNF’s
Develop Protocols
for colorectal
patients
•Patients with colostomy, lleostomy, open incision, closed incision
In-services home
health staff and 6
SNF’s on the PSH
•Educated on ostomy care & protocols
Implementation of
Automated Patient
Engagement
System
Protocols…Before and After
44
Preoperative Phase
44
Protocols / Clinical Care
Pathways
Current Standard of Care
(Before the PSH)
Perioperative Surgical Home
Patient Education No formal education provided to patients Videos and written education for patients – what to
expect during the entire surgical experience
Pre-operative Testing Lack of pre-operative testing Perioperative clinic visit – Rick reduction clinical with
lab testing and EKG testing.
Multi-disciplinary team (hospitalists, anesthesiologist,
RN)
Nutrition No nutritional screening Nutrition screening performed in PSH clinic.
Nutritionist is consulted
NPO Guidelines NPO for solids and liquids after midnight NPO for solids after midnight. Carbohydrate drink
taken 3 hours before surgery
Standardized Order Sets Lack or pre-op order sets Order sets of PONV, diabetes, VTE, pain
Risk Assessments Lack of assessments for co-morbidities Risk assessment screenings performed by
hospitalists for cardiac, pulmonary, delirium, frailty,
falls, OSA, nutrition
Pre-habilitation None Pre-screening for exercise, alcohol use and smoking
Automated Patient Reminder None Use for pre-op. Remind patient regarding bowel
prep, NPO, antibiotics, CHG bath, when to arrive to
POCU
Discharge Planning Delayed discharge planning.
Starts at admission to inpatient unit
Case manager consulted based on social screening
tool. Post discharge care identified (home with AHH
vs. SNF) Introduction to home health and agencies if
needed. Stoma teaching performed if needed.
45
Intraoperative Phase
45
Protocols / Clinical Care
Pathways
Current Standard of Care
(Before the PSH)
Perioperative Surgical Home
Anesthesia Anesthetics and fluid management
based on individual anesthesia
providers preference
Standardized anesthesia protocols
– use of thoracic epidurals
Standardized goal directed therapy
protocols
Anesthesia Staff No dedicated team Dedicated OR Colorectal
Anesthesia team developed
Pain Management Opioids given Multi-modal pain protocols utilized
Equipment Equipment used per surgeon
preference
Standardized set-up
OR Nursing Staff No dedicated team Dedicated OR Colorectal team
developed
Surgical Site Infection
(SSI)
No formal protocol SSI Protocol developed. Separate
closing mayo utilized, gowns,
gloves, cautery and suction
changed
46
Post-Op Phase
46
Protocols / Clinical Care
Pathways
Current Standard of Care
(Before the PSH)
Perioperative Surgical Home
Education Generic education provided to patient Specific post-op education developed for
Colorectal patients – video links for education
Pain Management Use of opioids and PCA Multimodal pain management protocols with an
emphasis on oral medication. Avoidance of
opioids
Nutrition / Diet Based on patient passing gas POD #0 – tea and coffee, POD #1 – full liquid for
breakfast and lunch, at dinner soft diet
Activity Up in chair POD #1 Up in chair POD #0, ambulation starting POD #1
Physical Therapy No standard protocol PT Consultation on all colorectal patients within
24 hours post-op
PICC Line Placement No standard protocol All ileostomy patients will have a PICC placed
within 48 hours post-op
Ostomy Education Patient may receive first education 1 week before
surgery and 48 hours post-op if available on the
weekend
Patient will receive first teaching in PSH clinic if
he/she is unable to meet ostomy RN. An RN on
the floor will be available to provide additional
education on the unit if needed before discharge
Discharge Planning Discharge plan developed POD #1 by care
manager. Updated / revised on POD #3 or when
patient is scheduled for discharge
Care manager and / or social worker meets with
patient daily. Disposition may change based on
patient status
47
Post-Discharge Phase
47
Protocols / Clinical Care
Pathways
Current Standard of Care
(Before the PSH)
Perioperative Surgical Home
Automated patient reminder None To be re-activated when patient is
discharged from hospital
Education Lack of post discharge education for
patients
Written and video education materials
for patients – wound care, ostomy care,
nutrition and hydration, activity
Protocols of Care No standard protocols Hand-off form will be completed by care
manager. Form and protocols given to
home health or SNF
Pain Management No standard protocol Standardized pain management
protocol
Patient follow-up Follow-up with surgeon within 1-2
weeks
Follow-up with surgeon. RN phone call,
automated reminder calls with Twistle
48
Perioperative Surgical Home Protocols
48
Each phase of care has a well-defined series of care elements and protocols- each with an
emphasis on patient centered care and shared decision making
Preoperative
Phase(Scheduling from
office & PST)
Postoperative Phase
(Phase 1 PACU, 7 Tele)
Post Discharge
Phase
(Home/Facility)
Intraoperative Phase
(POCU/MOR)
Education & Expectation Management
Skin Prep (SSI Bundle)
Identify Risk Factors
Bowel Prep
Anemia
evaluation/management
Lab orders
Nutrition
Pre-op Analgesia
MD preference lists
Early removal of NG tubes/catheters
Intraop Analgesia- Epidurals
Fluid Balance/Therapy
Transfusion Therapy
Nausea and vomiting control
Pain Management
Diabetes Optimization
Post-op Analgesia
PIC Line
Primary Care Follow-up
Prescriptions
Physical Therapy
Stoma Care
Visit by Care Coordinator
Home visit by Home Health
Early feedings /diet
Early Ambulation
Anesthesia clinical pathways Wound Care
Arrangements made for
SNF/LTC if needed
Standardize nursing care
Transition Phone Call Center
D/C of Antibiotics
Inclusion of Primary Med MD
Stoma Education
Chemical Prophylaxis
49
Metrics
49
Source: Crimson Clinical Advantage
50
Patient Satisfaction / Experience
50
Satisfaction has also increased, since implementing the PSH with support from the Patient
Engagement Technology support from Twistle. The following are a few of the questions that
were asked 30 days after discharge:
Client logo
placeholder
Get everyone’s feedback early on current state to understand where opportunities
and barriers exist
Difficult to collect baseline data; found in multiple places: Midas, Crimson and Cerner
• Procure data analyst to help with data collection and automate it
Handoffs missing from discharge to post-discharge
Inconsistencies in SNF ostomy care even after in-service by ostomy nurse
Difficult to ensure protocols are being followed with patients that transition to a non-
PAN SNF or a non-AHH. Care managers ensure the protocols are attached in EMR
If patient is discharged early, based on the ERAS protocols, he or she has higher
risk of readmission if patient is not managed properly post-discharge
Need to monitor patient 30,60 and 90 days post-discharge to determine if patient is
back to normal activity
Program is essential for bundled payments
****TIME
Lessons Learned and Barriers
52
The Future
52
Readmission
Prevention
Collaborative,
comprehensive
shared decision
making process
Better
identification of
patients likely to
fail and pre-op
counseling
Palliative care
involvement
Service line
expansion:
breast, spine,
joints,
Hepatobiliary and
Gyne-oncology
53
Questions
53
Surgical Directions
541 N. Fairbanks Court
Suite 2740
Chicago, IL 60611
T 312.870.5600 F 312.870.5601
www.SurgicalDirections.com

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5a.-FINAL_Recommended-Practices-to-Maximize-Reimbursement-Nashville-OR-Manager-170606.pptx

  • 1. Recommended Practices to Maximize Reimbursement: Colo-Rectal Bundle Sunil (Sunny) Eappen, MD,Chief Medical Officer and Chief of Anesthesia Massachusetts Eye & Ear Fleurette (Flo) Kiokemeister, RN, MSN Project Manager for the Perioperative Surgical Home/ERAS/ RRP Advocate Lutheran General
  • 3. 3 Advocate Lutheran General Hospital 3 638 – bed hospital Level 1 Trauma Center Tertiary care referral hospital 1,303 physician representing 51 specialties and subspecialties 25 operating rooms / over 19,000 surgeries per year Part of Advocate Health Care, Illinois’ largest health care system and one of the nation’s top 10 health care systems
  • 4. Client logo placeholder The main goal is to enhance value while achieving the Triple Aim: a better patient experience, better health outcomes and lower costs What is the Main Goal?
  • 5. Client logo placeholder Provide a portal of entry to perioperative care Ensure continuity of coordinated care throughout the surgical experience Reduce • Cost of care • LOS • Complication rates • Readmissions Promote optimal patient safety Standardization using evidence based practices and research Improve the patient and caregiver experience and satisfaction Provide quality and improvement measures demonstrating success and outcomes Specific Goals and Objectives
  • 6. 6 Perioperative Surgical Home: Who, Where, When, How 6 Surgical Home Multi- departmental Initiative Transform Surgical Care Developing a Standardized Set of Evidenced Based Protocols Continuity of Care Throughout Surgical Experience
  • 8. 8 First Step: The Most Important One 8 Assemble anesthesia champions Select 1 surgical service line • High Cost / High Complexity / High Volume Procedure with ERAs protocol • Enthusiastic surgeons Obtain senior leadership support • Allocate money and support personnel Obtain benchmark data on performance
  • 9. 9 Steering Committee Project Team Intra-op Surgeon in Chief Post –Op Post Discharge AHH and PAN Surgeons Lead Anesthesiologist Anesthesia Ad HOC Nutrition Geriatric MD Nursing Education IT Marketing Pharmacy Service Physical Therapist Project Manager Pre- Surgical Testing Research and Quality PACU Finance Administration Care Managers Ostomy RN Hospitalists
  • 10. 10 Next Steps 10 Interview Staff Assemble Steering Team Gather Literature Collect Quality Baseline Data Gather List of Protocols Learn About Current State Develop New Pathways Trial and Carry Out Plan and New Pathways Analyze Data Finalize Protocols and Pathways Roll Out New Protocols
  • 11. 11 Information Retrieval is Challenging 11 Information Needed: How Best To Obtain: EHR Nomenclature to Schedule Financial – Cost Per Case Hospital Financial System ICD10 L.O.S. NSQIP Database Quality SSI DVT Crimson NSQIP HCAHP Press-Ganey/NRC
  • 12. 12 Lean Methodology 12 Step 1 Step 5 Step 2 Step 3 Step 4 Step 6 Step 7 Step 8 Interview Staff Assemble steering team- choose a physician leader for each phase and its members Gather literature. Collect quality baseline data Observe current state. Value – stream Mapping. Develop protocols and clinical pathways Collect list of protocols for each phase Trial protocols And Clinical Pathways Step 9 Analyze the pathways and protocols and new Workflows and handoffs. Monitor Data Finalize protocols, processes and clinical pathways. Develop Physician Scorecards and Colorectal dashboard. Plan + Study Step 10 Implement finalized processes and clinical pathways. Finalize physician scorecards and dashboard Act • Carry our plan • Document observations • Record data • Analyze data • Compare results to predictions • Summarize what was learned • Reason for action • Current state • Ideal state • Gap analysis • Causal Analysis • Possible solution •What changes are to be made? •Next cycle? Act Plan + Do Study
  • 13. 13 How Did We Educate Ourselves? 13 ASA Learning Collaborative Networking ERAS Project Management Group Literature Reviews Attend Conferences
  • 14. 14 Bundled Payment Overview 14 Preoperative • Patient engagement • Assessment and triage • Optimization • Education • Transitional care planning Intraoperative • Multimodal pain therapy • GDFT • Supply chain • Operational efficiencies • Reduced variations Postoperative • Right level of care • Integrated pain management • Prevention of complications Long-Term Recovery • Coordination of discharge plans • Education of patients and caregivers • Transition to appropriate level of care • Rehabilitation and return to function Physician Director of Perioperative Services Surgical Home Leadership Management Team Quality Improvement Health Care Analytics Human Resources Nursing Pharmacy Laboratory Radiology Central Supply Information Technology Social Services Home Health ECF Nutrition PSH Return to PCP/Medical Home expectations met SUPPORTING MICROSYSTEMS *Figure develop by Daniel J. Cole, M.D.
  • 15. Perioperative Phase: Surgeons’ Office, PST and the Perioperative Optimization Clinic for Risk Reduction
  • 16. 16 Surgeons’ Offices 16 Surgery – Colonoscopy Checklist Form Scheduling – to Identify the PSH Patients Introduce New Perioperative Optimization Clinic Introduce Patient Technology Engagement App - Twistle
  • 17. 17 SAMPLE: Surgery – Colonoscopy Checklist Form 17
  • 18. 18 Perioperative Optimization Clinic (POC) 18 Multidisciplinary Clinic: “One Stop Shopping” Concept • Hospitalist • Anesthesiologist • Nurses Additional Clinicians – AD HOC • Discharge Consultant • Nutritionist • Skilled Nursing Home Rep or Home Health • Ostomy Nurse
  • 19. 19 Opportunities of the POC 19 Develop Preoperative Risk Assessment for all surgical patients • Preoptimize patient 2-3 weeks before surgery Serve as home base for patient and point of contact before and after surgery Allow for proactive planning for post-discharge and transitional care • Active follow-up with high-risk patients Patients will be well prepared for discharge before admission Patients will be educated on postop expectations and their healing process
  • 20. 20 POC Requires Support From… 20 Goal is Standardization Administration Anesthesiologists Primary Care MDs/Hospitalists Surgeons (some) Staff Building Blocks
  • 21. 21 Anchors of Best Practice in Preoperative Preparation 21 • Benchmark cost/patient preparation <$50/patient • RN’s is the POC manages patient preparation, education, and clearance processes • Charts completed at least 3-5 days prior to day of surgery • Surgeon’s office supplies timely H&P, Orders, Consents and faxes to POC • Anesthesia assists in the POC with patient preparation/clearance –Developing Preparation Algorithms –Staffing POC most common only with physician-extender/hospitalist (relationship) • Seamless, efficient paperwork or use of IT system
  • 22. 22 What Elements Are Needed to Create A Successful POC Center? 22 • Accurate surgical scheduling • Immediate triage-as soon as patient scheduled for surgery • Pre-registration (telephone screen completed within 24- 48 hrs. of scheduling for surgery) • Pre-op Order sets for surgeon and or anesthesia- future orders completed for surgery • History tool (more complete triage) • Lab/EKG on-site • Matrix for labs required for surgery
  • 23. 23 What Elements Are Needed to Create A Successful POC Center? 23 • MD/DO Review of all abnormal tests (Hospitalist/Anesthesiologist) • Medications to hold with updated list (250 plus) prior to surgery • Communication with Primary and Surgeon’s Office (after visit within 72 hours) • Hospitalists/charge capture • Tracking form for all patients- who were identified as high risk • Evening before phone call /scripted instructions- automated reminders from APP • Incomplete chart summary performed 2-3 days before surgery
  • 24. 24 SAMPLE: POC Risk Screening Form 24
  • 25. 25 SAMPLE: POC Risk Screening Form Continued 25
  • 26. 26 Risk Reduction Management Tools 26 Anemic / Blood Count Protocol Cardiac Risk Calculator Chronic Pain/ Multi-Modal Pain & Narcotic Use DVT Risk Analysis Delirium Screening (Mini Cog) Depression Screening Diabetes Assessment Frailty Assessment Morse Tool for Falls Pacemaker and ICD Management OSA Screening (Stop Bang) Nutritional Status Evaluation PONV Screening Tool POP Risk Calculator Risk of Readmission Tool
  • 27. 27 Additional Screening Tools in Clinic 27 Alcohol Use Smoking Cessation Social Screen Preconditioning / Exercise
  • 28. 28 ERAS (What) 28 A multimodal perioperative care pathway designed to achieve early recovery for patients undergoing major surgery by minimizing organ dysfunction and reducing the profound stress response brought on by surgery
  • 29. 29 Components of ERAS for Colorectal 29 Education and prehabilitation of patient Clear fluids and a carbohydrate beverage up to 2-3 hours prior to surgery Narcotic sparing, multimodal pain therapy Goal directed IV fluid therapy - GDFT Active intraoperative warming Routine administration of prophylactic antiemetic Minimally invasive surgical technique No drains or nasogastric tubes Early ambulation and enteral nutrition
  • 31. Client logo placeholder Intraop Anesthesia Protocols – Day of Surgery Home • NPO after midnight for solids and non-clear liquids • Clear liquids up to 4 hrs • High carbohydrate up to 3hrs before surgery POCU • PO meds to be given 2 hrs before surgery • Celecoxib 400mg PO (hold for epidurals or impaired renal function) • Pregabalin 75 mg PO • Alvimopan 12mg PO (hold with opioid usage of 7 days pre-op) • Tylenol 1000mg PO • Scopolamine patch for a PONV risk score of 3 or 4 • Avoid Versed and Scopolamine with positive screen for delirium/frailty/falls • Fluids – 1ml/kg/hr for laparoscopic; 3ml/kg/hr for open • Epidurals – if ordered by surgeon it will be placed in the OR • T7-10 epidural for all left sided procedures such as LAR ***Epidurals not indicated for right hemi-colectomies ***If in doubt, ask surgeon
  • 32. 32 Intraop 32 Dexamethasone Fluids Ventilation Epidural Dosing Titrate Opioid Administration Toradol Ondansetron 8mg IV at induction (4mg w/DM or borderline DM) Initial PIV on infusion pump in POCU at basal rate: Aim to ventilate at 8ml/kg IBW PF 1% Lidocaine – 5ml bolus dose 20 min prior to incision to test placement Minimize PONV Usual dose 30mg, decrease to 15mg with moderate kidney disease 4mg at emergence 1ml/kg/hr for laparoscopic cases; 3ml/kg/hr for open cases To assure analgesia postop, dose epidural intra-op intermittently or at conclusion of case with 0.25% Bupivacaine; or initiate standard infusion of 0.125% Bupivacaine with 2mcg Fentanyl Administer 30 minutes prior to end of procedure IV rate based on lean body weight with max of 80kg Bolus dose may result in a decrease in SVR – treat with vasopressors Hold with epidural, severe renal impairment, Crohns, Ulcerative Colitis 2nd PIV on Fluid warmer to be used for GDFT; place in OR Fluids 1mg/kg/hr in PACU
  • 33. 33 Goal Directed Fluid Therapy 33 Clearsite of Flo- Trac used with all major cases to optimize fluid administration Wait 10-15 minutes following epidural bolus, abdominal insufflation or changes in patient position to assure SVV value is stable and nor an aberration SVV Guided Fluid Intervention: •If SVV < 12% - Fluid status stable; no therapy indicated •If SVV > 12% - Fluid deficit vs SVR decrease •If fluid deficit – infuse 250-500 ml bolus of crystalloid •If SVR decrease – administer vacopressors •Reassess status every 15 minutes Monitor SVV trends Factors that may affect SVV accuracy: •Cardiac arrhythmias (more than 4 times a minute) •Spontaneous ventilation •Change in intra- abdominal/thoracic pressures •Frequent cardiac arrhythmias negate the use of Flo-Track / Clearsite
  • 34. 34 Post-Operative Delirium & Miscellaneous 34 Avoid Versed in patient who screen positive for delirium/frailty/fall risk Give muscle relaxant at beginning of case and reverse at the end of case with as little reversal as needed OG tube removed at the end of the case; no NG tubes
  • 35. 35 Additional Intra-Op 35 Identified Colorectal anesthesia and OR nursing team Colorectal SSI Bundle – July 2014 • Sage wipes the night before surgery – full body • Sage wipes the morning of surgery – site specific • Dedicated closing tray and changing gloves and gowns • Maintenance of Normothermia
  • 37. 37 Post-Op Protocols 37 No PICC line delays – Patient screened POD 1 to determine PICC line necessity All ostomy patients will be seen on POD 1; additional floor nursing staff trained to educate patients on ostomy care PT – all colorectal patients will be consulted on POD 1 Activity and early mobilization Early feeding and diet Early removal of Foley catheter Post-op analgesia Daily goals developed for patients
  • 39. 39 Education Video Links and Patient Engagement 39 Build patients’ expectations and prepare them for entire surgical experience Can be viewed on tablets Provide Education Video Links Twistle- used to remind patients pre-op and to monitor and surveillance patients up to 30 days post discharge Patient Technology Engagement App
  • 40. 40 Twistle – Patient Engagement Platform (Pre and Post-Discharge Reminders) 40 Reminders Cadence • Notifications 3 days and 1 day before clinic visit • Pre-op reminders send 7 days before surgery Reminder Content • Stop taking blood thinners • Arrive to pre-op dept. on 1st floor • Bowel prep instructional video • SAGE wipes instructional video • NPO reminder • Clearfast or G.E.D. high carbohydrate drink reminder Post-Op Monitoring • Sent daily questions for the first 3-5 days up to 30 days post-discharge -HIPPA compliant -Patients can send pictures • Alerts RN or surgeon if having any fever, hydrating, visit from Home Health RN • Follow-up appointment reminders for PCP and surgeon • Patient outcome questions
  • 42. 42 Post-Discharge 42 Developed hand- off process •Care management to home health Identified 6 preferred PAN SNF’s Develop Protocols for colorectal patients •Patients with colostomy, lleostomy, open incision, closed incision In-services home health staff and 6 SNF’s on the PSH •Educated on ostomy care & protocols Implementation of Automated Patient Engagement System
  • 44. 44 Preoperative Phase 44 Protocols / Clinical Care Pathways Current Standard of Care (Before the PSH) Perioperative Surgical Home Patient Education No formal education provided to patients Videos and written education for patients – what to expect during the entire surgical experience Pre-operative Testing Lack of pre-operative testing Perioperative clinic visit – Rick reduction clinical with lab testing and EKG testing. Multi-disciplinary team (hospitalists, anesthesiologist, RN) Nutrition No nutritional screening Nutrition screening performed in PSH clinic. Nutritionist is consulted NPO Guidelines NPO for solids and liquids after midnight NPO for solids after midnight. Carbohydrate drink taken 3 hours before surgery Standardized Order Sets Lack or pre-op order sets Order sets of PONV, diabetes, VTE, pain Risk Assessments Lack of assessments for co-morbidities Risk assessment screenings performed by hospitalists for cardiac, pulmonary, delirium, frailty, falls, OSA, nutrition Pre-habilitation None Pre-screening for exercise, alcohol use and smoking Automated Patient Reminder None Use for pre-op. Remind patient regarding bowel prep, NPO, antibiotics, CHG bath, when to arrive to POCU Discharge Planning Delayed discharge planning. Starts at admission to inpatient unit Case manager consulted based on social screening tool. Post discharge care identified (home with AHH vs. SNF) Introduction to home health and agencies if needed. Stoma teaching performed if needed.
  • 45. 45 Intraoperative Phase 45 Protocols / Clinical Care Pathways Current Standard of Care (Before the PSH) Perioperative Surgical Home Anesthesia Anesthetics and fluid management based on individual anesthesia providers preference Standardized anesthesia protocols – use of thoracic epidurals Standardized goal directed therapy protocols Anesthesia Staff No dedicated team Dedicated OR Colorectal Anesthesia team developed Pain Management Opioids given Multi-modal pain protocols utilized Equipment Equipment used per surgeon preference Standardized set-up OR Nursing Staff No dedicated team Dedicated OR Colorectal team developed Surgical Site Infection (SSI) No formal protocol SSI Protocol developed. Separate closing mayo utilized, gowns, gloves, cautery and suction changed
  • 46. 46 Post-Op Phase 46 Protocols / Clinical Care Pathways Current Standard of Care (Before the PSH) Perioperative Surgical Home Education Generic education provided to patient Specific post-op education developed for Colorectal patients – video links for education Pain Management Use of opioids and PCA Multimodal pain management protocols with an emphasis on oral medication. Avoidance of opioids Nutrition / Diet Based on patient passing gas POD #0 – tea and coffee, POD #1 – full liquid for breakfast and lunch, at dinner soft diet Activity Up in chair POD #1 Up in chair POD #0, ambulation starting POD #1 Physical Therapy No standard protocol PT Consultation on all colorectal patients within 24 hours post-op PICC Line Placement No standard protocol All ileostomy patients will have a PICC placed within 48 hours post-op Ostomy Education Patient may receive first education 1 week before surgery and 48 hours post-op if available on the weekend Patient will receive first teaching in PSH clinic if he/she is unable to meet ostomy RN. An RN on the floor will be available to provide additional education on the unit if needed before discharge Discharge Planning Discharge plan developed POD #1 by care manager. Updated / revised on POD #3 or when patient is scheduled for discharge Care manager and / or social worker meets with patient daily. Disposition may change based on patient status
  • 47. 47 Post-Discharge Phase 47 Protocols / Clinical Care Pathways Current Standard of Care (Before the PSH) Perioperative Surgical Home Automated patient reminder None To be re-activated when patient is discharged from hospital Education Lack of post discharge education for patients Written and video education materials for patients – wound care, ostomy care, nutrition and hydration, activity Protocols of Care No standard protocols Hand-off form will be completed by care manager. Form and protocols given to home health or SNF Pain Management No standard protocol Standardized pain management protocol Patient follow-up Follow-up with surgeon within 1-2 weeks Follow-up with surgeon. RN phone call, automated reminder calls with Twistle
  • 48. 48 Perioperative Surgical Home Protocols 48 Each phase of care has a well-defined series of care elements and protocols- each with an emphasis on patient centered care and shared decision making Preoperative Phase(Scheduling from office & PST) Postoperative Phase (Phase 1 PACU, 7 Tele) Post Discharge Phase (Home/Facility) Intraoperative Phase (POCU/MOR) Education & Expectation Management Skin Prep (SSI Bundle) Identify Risk Factors Bowel Prep Anemia evaluation/management Lab orders Nutrition Pre-op Analgesia MD preference lists Early removal of NG tubes/catheters Intraop Analgesia- Epidurals Fluid Balance/Therapy Transfusion Therapy Nausea and vomiting control Pain Management Diabetes Optimization Post-op Analgesia PIC Line Primary Care Follow-up Prescriptions Physical Therapy Stoma Care Visit by Care Coordinator Home visit by Home Health Early feedings /diet Early Ambulation Anesthesia clinical pathways Wound Care Arrangements made for SNF/LTC if needed Standardize nursing care Transition Phone Call Center D/C of Antibiotics Inclusion of Primary Med MD Stoma Education Chemical Prophylaxis
  • 50. 50 Patient Satisfaction / Experience 50 Satisfaction has also increased, since implementing the PSH with support from the Patient Engagement Technology support from Twistle. The following are a few of the questions that were asked 30 days after discharge:
  • 51. Client logo placeholder Get everyone’s feedback early on current state to understand where opportunities and barriers exist Difficult to collect baseline data; found in multiple places: Midas, Crimson and Cerner • Procure data analyst to help with data collection and automate it Handoffs missing from discharge to post-discharge Inconsistencies in SNF ostomy care even after in-service by ostomy nurse Difficult to ensure protocols are being followed with patients that transition to a non- PAN SNF or a non-AHH. Care managers ensure the protocols are attached in EMR If patient is discharged early, based on the ERAS protocols, he or she has higher risk of readmission if patient is not managed properly post-discharge Need to monitor patient 30,60 and 90 days post-discharge to determine if patient is back to normal activity Program is essential for bundled payments ****TIME Lessons Learned and Barriers
  • 52. 52 The Future 52 Readmission Prevention Collaborative, comprehensive shared decision making process Better identification of patients likely to fail and pre-op counseling Palliative care involvement Service line expansion: breast, spine, joints, Hepatobiliary and Gyne-oncology
  • 54. Surgical Directions 541 N. Fairbanks Court Suite 2740 Chicago, IL 60611 T 312.870.5600 F 312.870.5601 www.SurgicalDirections.com

Editor's Notes

  1. LGH Our story Committee on future models of anesthesia practice Project manager: perioperative RN, Lean/6sigma experience
  2. Provides cost saving and quality improvement by coordinating care before, during, and after surgery. Improves the patient experience by helping the patient share in decisions and navigate successfully through the complex perioperative care process. It’s a physician-led model that encourages cooperation across specialty lines. Encourages cost-efficient use of providers and support staff at all levels. It works beyond the OR doors.  It emphasizes "prehabilitation"--optimizing the patient's condition before surgery. Works to reduce complications and readmissions by following up on the patient's progress during post-acute care--whether the patient is at home, in rehabilitation, or in a skilled nursing facility. Stratify and manage patient populations according to acuity, comorbidities, and risk factors Institutes prehabilitation interventions to optimize the patient before surgery Achieves these goals by providing evidence-based clinical care Manages, coordinates, and follows up on perioperative care across specialty lines Improve performance and cost-efficiency through measured outcomes
  3. Many definitions but they all describe the same concept With the PSH, the care of the surgical patient is standardized thru a series of protocols which results in a decr in variability, redundancy, omissions It’s this standardization of best practices that transforms care, leading to improved outcomes with decreased costs.
  4. Sunny start here
  5. Crimson is the name of the database
  6. Networked to learn about surgical home; connected with other hospitals, articles; attending conferences focusing on colorectal and moving to same day joints, Whipple
  7. Defines the perioperative home starting preoperatively to engage the patient and establish standards and make the transitional planning start at that point. Goal is to reduce variability as variability is what drops people from the benefit of the ERAS. Integrated pain management to avoid opioids. Coordinate discharge plans from the beginning; identify preferred nursing homes to develop and continue protocols, and ensure the transition at home to f/u with PCP for maintaining preoperative comorbidities.
  8. Flo- 15 start here
  9. **** Need a person to keep it together. Need 3-4 anesthesiologists to share the work load of protocols, order sets and meetings Younger members often more idealistic and enthusiastic Most to gain (or lose) as HC evolves Greatest impact with high complexity/high cost procedures Fastest results with higher volume procedures Once service lines are narrowed down, find corresponding ERAS protocols – many available in the anesthesia and surgical literature. Last but not least, find a surgeon you can work with who will partner with you and handle their piece of the program. Administrative support is key. There are countless studies and articles supporting the value of a PSH/ERAS program. I expect that most, if not all, are aware of the concept and are eager to find enthusiastic physicians to partner with. Administrative endorsement may be needed to insure active participation of the various departments. We were very lucky at LG, we had no resistance in pulling the team together. Staff was thrilled when presented with the PSH concept. At the front lines, they were all well aware of the current shortcomings in HC and eager to participate.
  10. The hospitalist that we have partnered with along with the anesthesiologist has also developed the algorithms in clinic
  11. 19 tools and screens use in clinic
  12. END- FLO
  13. Sunny 30-35
  14. FLO Start here
  15. In 2015 we implemented 3 protocols where we saw an immediatel decrease in LOS as soon as they were implemented PICC Lines, PT consultation and Ostomy education reinforecment. Immediately LOS went down by an average of 2 days from 6 to 4 days
  16. WE developed these tools because we knew we needed to closely monitor and survellance our patients since they were leaving2-3 days sooner than average the year before.
  17. Free App- patients are invited ether by the office or when they are scheduled for their POC visit
  18. Develop protocols for colorectal patients Patients with colostomy Patients with Ileostomy Patients with Open incision Patients with Closed incision In-serviced the Advocate home health staff and 6 SNF’s on the PSH Educated on ostomy care Educated on protocols Implementation of Automated Patient Engagement system- pending with SNF’s and Home health agencies
  19. FLO END HERE
  20. Sunny- when we starting building the project in Dec of 2014 we thought we would be implemented by April 2015- 4 months. It took actually a total of 15 months to build the project becase of the time, training and commitment
  21. Sunny