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Using measurement to drive improvement:
      New tools to help you succeed
          Alexandru Titeu and Virginia Flintoft
            CPSI Central Measurement Team
                    March 13, 2013


                                             www.saferhealthcarenow.ca
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                                                                    www.saferhealthcarenow.ca
WebEx




        www.saferhealthcarenow.ca
Today’s Presenters




    Dr. Peter Norton       Virginia Flintoft   Alexandru Titeu




          Helène Riverin    Anne MacLaurin

4                                                www.saferhealthcarenow.ca
Objectives

• Understand the importance of measurement in
  driving improvement – Dr. Peter Norton
• Introduce Patient Safety Metrics: a cloud-based
  tool for data collection and performance
  monitoring.
• Demonstrate new data collection forms
  designed to reduce the burden of measurement
• Outline the application of Patient Safety
  Metrics beyond Safer Healthcare Now!

                                   www.saferhealthcarenow.ca
Measurement
            Peter Norton
Emeritus Professor of Family medicine
        University of Calgary
             March 2013


                                   www.saferhealthcarenow.ca
What are we doing?

              Fact                       Solution



             Gaps in                      Improve
             quality                     processes
              and                           and
             safety                       systems



        Individually, locally,      Individually, locally,
      regionally and nationally   regionally and nationally

     How will we know if we are moving forward?



7                                       www.saferhealthcarenow.ca
The simple answer....




'If you cannot MEASURE   Lord Kelvin, International
                         Electrotechnical Commission’s
       it, you cannot    first President (1906)
        IMPROVE it'.

                                     www.saferhealthcarenow.ca
Why measure?

• How we know a change is an improvement
• Measurement is only a handmaiden to
  improvement, but improvement cannot act
  without it
• In our work measurement is not for the
  purposes of judgment
• Rather it is for purposes of learning




                                www.saferhealthcarenow.ca
WARNING


Remember, measurement is a means for
answering questions. It is not an end in itself.




                                     www.saferhealthcarenow.ca
Leadership
                                   support and
                                   involvement
                                                      Skills
          Board                                       - quality improvement
          commitment                                  - Change management
   Local champion(s)                                  - Team dynamics
   and empowered
   local teams                           Goal
                                   Improvement and
                                        Safety
                                                     Organization
                                                     Culture
                                                     -Learning
          Measurement
                                                     -Quality and safety
 • Communication                                     -Change
 • Put patient at center           Adequate
 • Appreciate local and facility   human and
 context                           financial
11                                 resources          www.saferhealthcarenow.ca
But measurement is complex…


Measurement for   Turn around        Accuracy            Level
                      time
    Reseach           Long             Very             Project
 Accountability Matched as far as    Moderate      Unit/facility/regi
                   possible to                            on
                  management
                     cycle
 Improvement      Quick - small     Good enough     Unit on specific
                  changes that                      processes/cases
                   cummulate




                                                www.saferhealthcarenow.ca
In healthcare we use measurements for…
Judgment         judge us against performance targets - you can
                 use measures to judge and manage your own
                 progress
Diagnosis        to understand the process, to see if there is a
                 problem and how big it is
Improvement      a few specific measures, linked to the your aims,
                 demonstrate whether the changes are making
                 improvements
Sustainability   ensure the changes and the improved outcomes
                 are maintained and are part of everyday practice
Spread           specific measures to demonstrate the extent to
                 which learning and change principles for
                 improvement have been adopted


                                                www.saferhealthcarenow.ca
Data Sources

• Surveys
      patients
      providers
      staff
• Patient record

• Direct observation

• Administrative data

• Primary collection

                        www.saferhealthcarenow.ca
Graph Data

• Makes more sense to most
• We can see more things




                             www.saferhealthcarenow.ca
Run charts
Plot data over time



                      www.saferhealthcarenow.ca
Example
• A clinical improvement team was formed in a
  gyne clinic
• An identified goal was to reduce inappropriate
  ordering of FSH testing for women 40-44 years
  old. (FSH stands for “follicle stimulating
  hormone,” which is sometimes used to
  determine the onset of menopause.)
• The lab reported the total number of FSH tests
  performed each month
• Guidelines were issued in October (Observation
  12)
• Were they effective?
                                Davis Balestracci
                                    www.saferhealthcarenow.ca
Run chart


                Don’t draw
                the regression
                line!!
                R2 = 0.39
                p = 0.003
                It would imply
                that 0 would be
                obtained at
                month 42



            www.saferhealthcarenow.ca
Enhanced run chart



                     Median = 22


                     Median = 12




                         www.saferhealthcarenow.ca
Stages of Facing Reality:
     “To live divided no more”

• “The data are wrong”
• “The data are right, but it’s not a problem”
• “The data are right; it is a problem; but it is
  not my problem.”
• “I accept the burden of improvement”



                                  D. Berwick



                                      www.saferhealthcarenow.ca
Why are results questioned?

There are three kinds of lies: lies, damn lies, and
  statistics.
                                  Benjamin Disraeli

• Avoid Measurement Bias
• Define what you are counting – everyone should
  understand and be able to get the same answer
• Make it systematic
• Analyze & display the results properly



                                     www.saferhealthcarenow.ca
www.saferhealthcarenow.ca
Questions?




23                www.saferhealthcarenow.ca
History: CPSI and Measurement

• All CPSI’s performance data arises from it’s
  flagship program, Safer Healthcare Now!
• SHN began collecting improvement data from
  enrolled healthcare sites in 2006
• All performance data is collected and stored by
  the Central Measurement Team at the
  University of Toronto.




                                   www.saferhealthcarenow.ca
“It is not acceptable for …[healthcare
facilities] to make blanket statements
about providing high-quality care
without backing it up with proof.”

          Dr. Jack Kitts, President & CEO The Ottawa Hospital
          Metrics for Healthcare: The Leader’s Role.
          CMAJ, Feb.2010




                                            www.saferhealthcarenow.ca
Three types of Improvement Measures

• Outcome
   – Indicates if the organization has successfully achieved the primary
     outcome of the project
   – Example: Reduced Healthcare-Associated Infections
• Process
   – Indicates if the team has successfully made the desired changes in a
     targeted process e.g.,
       • Are the parts/steps in the system performing as planned?
       • Are key changes being implemented in the system?
   – Example: Percent appropriate hand hygiene practices
• Balancing
   – looks at the system from different directions
   – indicate if other parts of the system have been disrupted by the
     changes (adverse effects).
   – Example: Percent staff reporting skin breakdown?

                                                         www.saferhealthcarenow.ca
Process measures

• "Process measures give employees the
  knowledge and motivation to succeed"




                                 www.saferhealthcarenow.ca
Why Plot Data Over Time

• To generate support for your efforts.

• To promote spread to other parts of your
  organization




                                  www.saferhealthcarenow.ca
Why Use a Run Chart?
                                                                    Case 1

                     12
                                                                    Made
                                                                    Change
                                                                                                                                              Changes are not
                     10
                                                                                                                                              fixed but are
Delay Time (Hrs)




                      8

                      6                                                                                                                       adapted over
                      4

                      2                                                                                                                       time.
                      0
                          1       2      3       4      5       6        7           8         9      10        11   12      13     14
                                                                             Weeks




                                               Before and After Test
                                      (Change Made Between Week 7 & Week 8)                                                                Summary statistics
                     10
                                                                                                                                           hide information
                                                                                                                                           (i.e. patterns,
                      9                          8
                      8
 Delay Times (Hrs)




                      7
                      6
                      5
                                                                                                                                           outliers).
                      4                                                                                     3
                      3
                      2
                      1
                      0
                              Bef ore Chance (measure point on week 4)                   Af ter Change (measure point on Week 11)




                                                                                                                                         www.saferhealthcarenow.ca
Value in process measures
• Safer Healthcare Now! has over 8 years experience in
  developing and guiding organization on process
  measures to guide improvement work. We serve the
  front line providers
• Strengthen the use of process measures across the
  country
• Link CIHI outcome data to SHN process measures
• Create process measures and outcome data to support
  Accreditation Canada’s ROP’s.




                                       www.saferhealthcarenow.ca
Patient Safety Metrics
   An introduction


                  www.saferhealthcarenow.ca
Patient Safety Metrics
Features:
• Cloud-based data collection and reporting tool
• User friendly and simple to navigate
• Accessible from website with login details
• Tracks >100 process and outcome measures over 14
  interventions
• Provides real time reporting.
• Reduces burden of data collection, entry and analysis
• Capacity to customize measures and reports



                                         www.saferhealthcarenow.ca
Worksheets vs Data Collection Forms


• Measurement Worksheets
   – Aggregate data - monthly
   – Numerator and Denominator
• Data Collection Forms
   – Patient-level data (de-identified) - daily
   – Multiple data elements
   – Print form  Collect data  Fax form
   – Automatic roll-up to Measurement Worksheets




                                       www.saferhealthcarenow.ca
Potential applications of the system

PS Metrics can be used to support:
• Small and Large Scale Improvement Initiatives
   – Roll Up or Drill Down Reports [e.g. Unit Site 
     Program Corporation Region Province  Node 
     National]
   – Produce automated run charts
• Reporting for accountability
   – Possible to customize indicators to meet provincial,
     regional and local reporting needs



                                        www.saferhealthcarenow.ca
“…The system is great and teams are more
     connected with their own data…”
                Dawn Hallohan, Performance Measurement Coordinator
                Cape Breton Regional Health Authority, NS




35                                                   www.saferhealthcarenow.ca
PS Metrics



       Live demonstration of PS Metrics
     https://shn.med.utoronto.ca/metrics-test/Login.aspx




36                                          www.saferhealthcarenow.ca
Thank you … Questions?




37                            www.saferhealthcarenow.ca
Poll   Sondage


          www.saferhealthcarenow.ca

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Using measurement to drive improvement: New tools to help you succeed

  • 1. Using measurement to drive improvement: New tools to help you succeed Alexandru Titeu and Virginia Flintoft CPSI Central Measurement Team March 13, 2013 www.saferhealthcarenow.ca
  • 2. Did you Join the Call Correctly? You Joined Incorrectly! You Joined There is NO Correctly!  phone icon There IS a beside your phone icon name. You will be beside your Unable to join name. You the breakout will be able to sessions – please join the follow the steps breakout below!. sessions. If there is NO phone icon beside your name: 1. Hang up your 2. A popup will display 3. Either have WebEx call you (if you phone (but stay the phone do NOT have an extension), or dial- connected to information. in (if you are on a line with an WebEx) - then extension). click the ‘audio’ button on the right-hand bar of the WebEx Direct screen. Line Line with Enter Extension number “ I will call in” www.saferhealthcarenow.ca
  • 3. WebEx www.saferhealthcarenow.ca
  • 4. Today’s Presenters Dr. Peter Norton Virginia Flintoft Alexandru Titeu Helène Riverin Anne MacLaurin 4 www.saferhealthcarenow.ca
  • 5. Objectives • Understand the importance of measurement in driving improvement – Dr. Peter Norton • Introduce Patient Safety Metrics: a cloud-based tool for data collection and performance monitoring. • Demonstrate new data collection forms designed to reduce the burden of measurement • Outline the application of Patient Safety Metrics beyond Safer Healthcare Now! www.saferhealthcarenow.ca
  • 6. Measurement Peter Norton Emeritus Professor of Family medicine University of Calgary March 2013 www.saferhealthcarenow.ca
  • 7. What are we doing? Fact Solution Gaps in Improve quality processes and and safety systems Individually, locally, Individually, locally, regionally and nationally regionally and nationally How will we know if we are moving forward? 7 www.saferhealthcarenow.ca
  • 8. The simple answer.... 'If you cannot MEASURE Lord Kelvin, International Electrotechnical Commission’s it, you cannot first President (1906) IMPROVE it'. www.saferhealthcarenow.ca
  • 9. Why measure? • How we know a change is an improvement • Measurement is only a handmaiden to improvement, but improvement cannot act without it • In our work measurement is not for the purposes of judgment • Rather it is for purposes of learning www.saferhealthcarenow.ca
  • 10. WARNING Remember, measurement is a means for answering questions. It is not an end in itself. www.saferhealthcarenow.ca
  • 11. Leadership support and involvement Skills Board - quality improvement commitment - Change management Local champion(s) - Team dynamics and empowered local teams Goal Improvement and Safety Organization Culture -Learning Measurement -Quality and safety • Communication -Change • Put patient at center Adequate • Appreciate local and facility human and context financial 11 resources www.saferhealthcarenow.ca
  • 12. But measurement is complex… Measurement for Turn around Accuracy Level time Reseach Long Very Project Accountability Matched as far as Moderate Unit/facility/regi possible to on management cycle Improvement Quick - small Good enough Unit on specific changes that processes/cases cummulate www.saferhealthcarenow.ca
  • 13. In healthcare we use measurements for… Judgment judge us against performance targets - you can use measures to judge and manage your own progress Diagnosis to understand the process, to see if there is a problem and how big it is Improvement a few specific measures, linked to the your aims, demonstrate whether the changes are making improvements Sustainability ensure the changes and the improved outcomes are maintained and are part of everyday practice Spread specific measures to demonstrate the extent to which learning and change principles for improvement have been adopted www.saferhealthcarenow.ca
  • 14. Data Sources • Surveys patients providers staff • Patient record • Direct observation • Administrative data • Primary collection www.saferhealthcarenow.ca
  • 15. Graph Data • Makes more sense to most • We can see more things www.saferhealthcarenow.ca
  • 16. Run charts Plot data over time www.saferhealthcarenow.ca
  • 17. Example • A clinical improvement team was formed in a gyne clinic • An identified goal was to reduce inappropriate ordering of FSH testing for women 40-44 years old. (FSH stands for “follicle stimulating hormone,” which is sometimes used to determine the onset of menopause.) • The lab reported the total number of FSH tests performed each month • Guidelines were issued in October (Observation 12) • Were they effective? Davis Balestracci www.saferhealthcarenow.ca
  • 18. Run chart Don’t draw the regression line!! R2 = 0.39 p = 0.003 It would imply that 0 would be obtained at month 42 www.saferhealthcarenow.ca
  • 19. Enhanced run chart Median = 22 Median = 12 www.saferhealthcarenow.ca
  • 20. Stages of Facing Reality: “To live divided no more” • “The data are wrong” • “The data are right, but it’s not a problem” • “The data are right; it is a problem; but it is not my problem.” • “I accept the burden of improvement” D. Berwick www.saferhealthcarenow.ca
  • 21. Why are results questioned? There are three kinds of lies: lies, damn lies, and statistics. Benjamin Disraeli • Avoid Measurement Bias • Define what you are counting – everyone should understand and be able to get the same answer • Make it systematic • Analyze & display the results properly www.saferhealthcarenow.ca
  • 23. Questions? 23 www.saferhealthcarenow.ca
  • 24. History: CPSI and Measurement • All CPSI’s performance data arises from it’s flagship program, Safer Healthcare Now! • SHN began collecting improvement data from enrolled healthcare sites in 2006 • All performance data is collected and stored by the Central Measurement Team at the University of Toronto. www.saferhealthcarenow.ca
  • 25. “It is not acceptable for …[healthcare facilities] to make blanket statements about providing high-quality care without backing it up with proof.” Dr. Jack Kitts, President & CEO The Ottawa Hospital Metrics for Healthcare: The Leader’s Role. CMAJ, Feb.2010 www.saferhealthcarenow.ca
  • 26. Three types of Improvement Measures • Outcome – Indicates if the organization has successfully achieved the primary outcome of the project – Example: Reduced Healthcare-Associated Infections • Process – Indicates if the team has successfully made the desired changes in a targeted process e.g., • Are the parts/steps in the system performing as planned? • Are key changes being implemented in the system? – Example: Percent appropriate hand hygiene practices • Balancing – looks at the system from different directions – indicate if other parts of the system have been disrupted by the changes (adverse effects). – Example: Percent staff reporting skin breakdown? www.saferhealthcarenow.ca
  • 27. Process measures • "Process measures give employees the knowledge and motivation to succeed" www.saferhealthcarenow.ca
  • 28. Why Plot Data Over Time • To generate support for your efforts. • To promote spread to other parts of your organization www.saferhealthcarenow.ca
  • 29. Why Use a Run Chart? Case 1 12 Made Change Changes are not 10 fixed but are Delay Time (Hrs) 8 6 adapted over 4 2 time. 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Weeks Before and After Test (Change Made Between Week 7 & Week 8) Summary statistics 10 hide information (i.e. patterns, 9 8 8 Delay Times (Hrs) 7 6 5 outliers). 4 3 3 2 1 0 Bef ore Chance (measure point on week 4) Af ter Change (measure point on Week 11) www.saferhealthcarenow.ca
  • 30. Value in process measures • Safer Healthcare Now! has over 8 years experience in developing and guiding organization on process measures to guide improvement work. We serve the front line providers • Strengthen the use of process measures across the country • Link CIHI outcome data to SHN process measures • Create process measures and outcome data to support Accreditation Canada’s ROP’s. www.saferhealthcarenow.ca
  • 31. Patient Safety Metrics An introduction www.saferhealthcarenow.ca
  • 32. Patient Safety Metrics Features: • Cloud-based data collection and reporting tool • User friendly and simple to navigate • Accessible from website with login details • Tracks >100 process and outcome measures over 14 interventions • Provides real time reporting. • Reduces burden of data collection, entry and analysis • Capacity to customize measures and reports www.saferhealthcarenow.ca
  • 33. Worksheets vs Data Collection Forms • Measurement Worksheets – Aggregate data - monthly – Numerator and Denominator • Data Collection Forms – Patient-level data (de-identified) - daily – Multiple data elements – Print form  Collect data  Fax form – Automatic roll-up to Measurement Worksheets www.saferhealthcarenow.ca
  • 34. Potential applications of the system PS Metrics can be used to support: • Small and Large Scale Improvement Initiatives – Roll Up or Drill Down Reports [e.g. Unit Site  Program Corporation Region Province  Node  National] – Produce automated run charts • Reporting for accountability – Possible to customize indicators to meet provincial, regional and local reporting needs www.saferhealthcarenow.ca
  • 35. “…The system is great and teams are more connected with their own data…” Dawn Hallohan, Performance Measurement Coordinator Cape Breton Regional Health Authority, NS 35 www.saferhealthcarenow.ca
  • 36. PS Metrics Live demonstration of PS Metrics https://shn.med.utoronto.ca/metrics-test/Login.aspx 36 www.saferhealthcarenow.ca
  • 37. Thank you … Questions? 37 www.saferhealthcarenow.ca
  • 38. Poll Sondage www.saferhealthcarenow.ca