how does your htm program score? a, b, c, d or f? patrick k. lynch chtm, cbet, cce, cce, cphims...

How Does Your HTM Program

Score?A, B, C, D or F?

Patrick K. LynchCHTM, CBET, CCE, CCE, CPHIMS

Global Medical Imaging

2

Who am I?• CHTM, CBET, CCE, CPHIMS, CHTS-PW, fACCE• 40 years in Biomed• Managed large In-house, ISO and corporate Biomeds• Active in certification of BMETs and CEs• 1st Pres of NCBA (North Carolina branch) - 1980• President, HTMA-SC• Treasurer – HTMA-GA• Member of all Biomed Associations (honorary NC, KY, Utah)• Board Member – META, SC, GA• Advisor – OH, KY, TN, UT, VA, NC, Texas• Writes monthly for TechNation and BI&T (AAMI) - Heineman

Medical Foundation (Guatemala)

• Currently, works for GMI is sales development, who sponsors my activities

3

Measures of HTM Performance

• Traditional HTMo PM Completiono Budget Performance

• Internal Benchmarks• External Benchmarks• COSR

4

Starts with self-evaluation

• SunHealth QM Survey – 1979• ASHE Maintenance of Medical

Equipment – 1988• Journal of Clinical Engineering –

1990• AAMI HTM Levels Guide - 2014

5

HTM Levels Guide• Published 2014• Written by 3 extreme leaders of the field –

o Matthew Bareticho Frank Paintero Ted Cohen

• The best comprehensive tool to evaluate an HTM program

• Free from AAMI• I have copies for all of you (courtesy AAMI)• It is a very compact document• It needs to be exploded and repackaging to be of

maximum usefullness.• That is what my presentation is – a reformatting and

simplification of the HTM Levels Guide.

6

HTM Levels Guide - Overview

• Assumes 3 levels of HTM Programso Fundamental (Level 1) Essential services onlyo Progressive (Level 2) – Beyond essential and

focusses on cost savingso Advanced (Level 3) – Leading edge,

demonstrates full range of possible HTM contributions.

7

HTM Levels Guide - Overview

• 9 Key Characteristics 1. Program Scope2. Regulatory Compliance3. Program Management4. Equipment Maintenance & Technology

Management5. Personnel Management & staff development6. Tactical & Strategic Planning7. Performance Monitoring & Performance

Improvement8. Patient & Staff Safety9. Internal & External Relationships

8

HTM Levels - Overview

Fundamental

Progressive

Advanced

Program Scope 1 3 1

Regulatory Compliance 1 2 1

Program Management 3 5 3

Equip Maintenance & Tech Mgmt

4 5 3

Personnel Mgmt & Staff Development

2 4 3

Tactical & Strategic Planning

1 6 5

Performance Montoring & Improvement

1 4 1

Patient & Staff Safety 2 4 2

Internal & External Relationships

2 3 3

9

As you hear about these measures

and think about your own

program . . .• Nobody is perfect• It is difficult to give ourselves a totally honest

evaluation.• There are lots of rationalizations for our lack of

top performance.o it isn’t importanto they won’t let uso our culture is differento blah, blah, blah

• Are these reasons or excuses?• Are we just not making a compelling case?• There is always room for improvement.

10

1. Program ScopeFundamental

HTM Program maintains MOST of the general biomedical

equipment in the organization.

1 of 1

11

1. Program ScopePROGRESSIVE

The HTM program maintains ALMOST ALL general medical

equipment.

1 of 3

12


The HTM program maintains or manages some advanced

medical technology (e.g. imaging, laboratory).

2 of 3

13


The HTM program has "clinical engineering"

capabilities available from a qualified clinical engineer.

3 of 3

14

1. Program ScopeADVANCED

The HTM program manages all HTM-relates costs for the

organization.

1 of 1

15

2. Regulatory ComplianceFundamental

The HTM program achieves compliance with accreditation

standards and government regulations.

1 of 1

16

2. Regulatory CompliancePROGRESSIVE

The HTM program has up-to-date knowledge of applicable

codes, standards and regulations.

1 of 2

17

2. Regulatory CompliancePROGRESSIVE

The HTM program implements cost-

effective compliance strategies.

2 of 2

18

2. Regulatory ComplianceADVANCED

HTM program leadership works proactively with regulatory

agencies and standards organizations to develop and update medical technology-

related regulations, codes and standards.

1 of 1

19

3. Program ManagementFundamental

The HTM program has a current, written medical equipment management plan (MEMP).

1 of 3

20


The HTM Program has an equipment control program in

place with a risk-based inventory.

2 of 3

21


The HTM program uses a Computerized Maintenance

Management Program (CMMS) for inventory, maintenance

scheduling, and maintenance history.

3 of 3

22

3. Program ManagementPROGRESSIVE

The HTM program is a distinct organizational entity with a

qualified, dedicated manager and a separate budget.

1 of 5

23


The HTM manager has access to financial information needed to carry out these responsibilities.

2 of 5

24


The HTM department calculates the Cost of Service Ratio

(COSR).

3 of 5

25


The HTM program uses a CMMS with a productivity and

cost analysis capabilities.

4 of 5

26


The HTM program has adequate space, tools and equipment.

5 of 5

27

3. Program ManagementADVANCED

The HTM program operates like a business.

1 of 3

28


The HTM program monitors productivity.

2 of 3

29


The HTM program's CMMS has extensive analytical and technology management

features.

2 of 3

30

4. Equipment Maintenance & Technology ManagementFundamental

The HTM program has written procedures for safety and

functional testing and preventive maintenance.

1 of 4

31

4. Equipment Maintenance &

Technology Management

FundamentalThe HTM program has written schedules for inspecting and

maintaining medical equipment.

2 of 4

32


3 of 4

The HTM program has a process for regular calibration

of test equipment.

33


4 of 4

The HTM program has the ability to readily obtain repair

parts.

34

4. Equipment Maintenance & Technology ManagementPROGRESSIVE

Including all newly-acquired device types in the MEMP is based upon a written rick

assessment process.

1 of 5

35


Maintenance procedures and schedules are based on

recognized resources and organizational data.

2 of 5

36

4. Equipment Maintenance &

Technology ManagementPROGRESSIVE

The HTM program includes management of stock parts (e.g. in their CMMS or other materials

management system).

3 of 5

37


The MEMP inventory accuracy is verified at documented intervals by a sample physical inventory.

4 of 5

38


Service contracts include provisions for periodic auditing of

vendor qualifications.

5 of 5

39

4. Equipment Maintenance & Technology Management

ADVANCED

The HTM program manages medical technologies throughout the entire equipment life cycle.

1 of 3

40


ADVANCED

The HTM program uses evidence-based maintenance strategies.

2 of 3

41


ADVANCED

The HTM program integrates RM (risk management) and QA (quality assurance) into HTM.

3 of 3

42

5. Personnel Management & Staff DevelopmentFundamental

HTM program personnel have appropriate education,

experience, credentials and values.

1 of 2

43

5. Personnel Management & Staff DevelopmentFundamental

HTM program job descriptions and job titles conform to professional standards.

2 of 2

44

5. Personnel Management & Staff DevelopmentPROGRESSIVE

The HTM program has a process for orienting new staff

members.

2 of 4

45

5. Personnel Management & Staff DevelopmentPROGRESSIVE

The HTM program has a budgeted continuing education

education program.

3 of 4

46

5. Personnel Management & Staff Development

PROGRESSIVEThe HTM program supports participation in regional or

national professional associations.

4 of 4

47


ADVANCED

The HTM program reports directly to the Vice president or

C-suite level.

1 of 3

48

5. Personnel Management & Staff DevelopmentADVANCED

The HTM program has a qualified clinical engineer on

staff.

2 of 3

49


ADVANCED

At least 30% of the HTM program technical staff holds a

professional certification.

3 of 3

50

6. Tactical & Strategic PlanningFundamental

The HTM program is regularly

included in the process for selection and the acquisition of

medical equipment.

1 of 1

51

6. Tactical & Strategic PlanningPROGRESSIVE

The HTM program is involved in capital planning and replacement

equipment planning.

1 of 6

52


The HTM program is involved in equipment planning for

construction and renovation projects.

2of 6

53


The HTM program is involved

in all purchases of new equipment.

3 of 6

54


The HTM program records

data for technology planning in the CMMS.

4 of 6

55


The HTM program works with

clinical staff to understand their needs and identify appropriate

technologies.

5 of 6

56


The HTM program ensures that

user and service training is included with most new equipment purchases.

6 of 6

57

6. Tactical & Strategic PlanningADVANCED

The HTM program has a leadership

role in important clinical technology decisions.

1 of 5

58


The HTM program actively

participated in strategic (long-term) technology planning and

assessment.

2 of 5

59

6. Tactical & Strategic Planning

ADVANCED

The HTM program provides guidance on healthcare

technology integration in all construction and renovation.

3 of 5

60


The HTM program collaborates on the selection of all medical device-

related technologies.

4 of 5

61

6. Tactical & Strategic Planning

ADVANCED

The HTM program takes leadership and active participant

roles in CE-IT convergence issues.

5 of 5

62

7. Performance Monitoring & ImprovementFundamental

The HTM Program regularly monitors and reports

compliance with the MEMP.

1 of 2

63

7. Performance Monitoring & ImprovementFundamental

The HTM program participates in the Safety / EOC Committee's

annual evaluation of the MEMP.

2 of 2

64

7. Performance Monitoring & Improvement

PROGRESSIVE

The HTM program performs internal benchmarking,

monitoring multiple metrics over time.

1 of 3

65


PROGRESSIVE

The HTM program considers external benchmarking relative to

HTM programs of similar organizations.

2 of 3

66


PROGRESSIVE

The HTM program is engaged in continuous performance

improvement.

3 of 3

67

7. Performance Monitoring & ImprovementADVANCED

The HTM program benchmarks externally, identifies best

practices, and implements performance improvements.

1 of 1

68

8. Patient & Staff SafetyFundamental

The HTM Program responds to product notifications and recalls related to medical equipment.

1 of 2

69

8. Patient & Staff SafetyFundamental

The HTM program reports equipment-related problems and

use errors to the Safety / EOC Committee.

2 of 2

70

8. Patient & Staff SafetyPROGRESSIVE

The HTM program is part of the organization's patient

safety program.

1 of 4

71


The HTM program conducts The HTM program is part of the organization's patient safety program.no problem found" (NPF) and equipment failure

analysis.

2 of 4

72


The HTM program manages the organization's process for handling equipment-related alerts and recalls.

3 of 4

73


The HTM program routinely participates in medical

equipment-related incident investigations.

4 of 4

74

8. Patient & Staff SafetyADVANCED

The HTM program routinely participates in medical

equipment-related incident investigations.

1 of 2

75

8. Patient & Staff SafetyADVANCED

The HTM program takes a leadership role in acquiring and

distributing up-to-date knowledge on technology-related issues relevant to the organization's

patient safety process.

2 of 2

76

9. Internal & External Relationships

Fundamental

The HTM program is represented on the Safety /

EOC Committee.

1 of 2

77


Fundamental

The HTM program participates in environmental tours in

patient care areas.

2 of 2

78


PROGRESSIVE

The HTM program has effective working relationships with

clinical departments.

1 of 3

79


PROGRESSIVE

The HTM program has collaborative relationships with Information Technologies (IT)

and Facilities.

2 of 3

80


PROGRESSIVEThe HTM program is

represented on one or more of the following groups or

committees: Capital, Facility design, Patient Safety, Nursing Education, Strategic Planning,

Laser Safety, Product Evaluation, Quality Assurance,

Performance Improvement. 3 of 3

81


ADVANCED

The HTM program has a website for intra-organizational

communications and reference.

1 of 3

82


ADVANCED

The HTM program is an active communicator to key technical and management groups in the

organization.

2 of 3

83


ADVANCED

HTM program personnel provide leadership in national

and regional professional associations.

3 of 3

84

Takeaways• Nobody is perfect• It is difficult to give ourselves a totally honest

evaluation.• There are lots of rationalizations for our lack of

top performance.o it isn’t importanto they won’t let uso our culture is differento blah, blah, blah

• Are these reasons or excuses?• Are we just not making a compelling case?• There is always room for improvement.

85

Thank You• Questions?

• To download, • Go to www.htma-sc.org • Join as an individual member (it is free)• You will see “Download” menu selection.

3/30/2015

Patrick [email protected] 704-941-0116

www.htma-sc.org

http://www.htma-sc.org/

mailto:[email protected]

how does your htm program score? a, b, c, d or f? patrick k. lynch chtm, cbet, cce, cce, cphims...

Documents

htm program score

htm levels guidepublished

htm programfree

aami htm levels guide

general medical equipment

imaging equipment

general biomedical equipment

clinical laboratory