i have no relevant financial relationships with the manufacturers of any commercial products and/or...

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I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME activity. I do not intend to discuss an unapproved/investigative use of a commercial product/device in their presentation. Newborn Screen Positive Infant ACTion Learning Collaborative Learning Session II Kim Giuliano, MD and Anna Winfield, MD Cleveland Clinic Children’s Hospital February 12, 2011

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Page 1: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME activity. I do not intend to discuss an

unapproved/investigative use of a commercial product/device in their presentation.

Newborn Screen Positive Infant ACTion Learning Collaborative

Learning Session IIKim Giuliano, MD and Anna Winfield, MD

Cleveland Clinic Children’s HospitalFebruary 12, 2011

Page 2: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

11 primary care pediatric offices in Cleveland, OH and surrounding suburbs

2 pilot sites for QuINN Newborn Screen Positive Infant ACTion Project : Main Campus

7 pediatricians, 3 RNs, 3 MAs Westown Office

2 staff pediatricians, 2 float pediatricians, 1 RN, remainder staff MAs

Both offices are teaching sites for residents and medical students

Page 3: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

Team Members

Kim Giuliano, MD Anna Winfield, MD

Mo VanGunten, RN Kristen Kolarik, MA

Page 4: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

Aim Statement – All Newborns

By November 2010, Cleveland Clinic Children’s Hospital’s (CCCH) Main Campus and Westown offices will improve newborn screening processes by implementing AAP’s recommendations.

In 2011, sustainable improvement measures will be spread to additional CCCH General Pediatric Offices.

Specific Aims: 100% of infants receive assessment at first visit for

completion of newborn screening. 100% of charts are flagged for patients who are not screened. 100% of newborn screening results are received before the 2-

to 4-week visit. 100% of in-range newborn screening results are documented

in the infant’s chart and shared with parents.

Page 5: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

Aim Statement – Abnormal NBS

By November 2010, CCCH’s Main Campus and Westown offices will improve the processes for managing out-of-range newborn screening results by implementing AAP’s recommendations.

In 2011, sustainable improvement measures will be spread to additional CCCH General Pediatric Offices.

Specific Aims: 100% of parents of infants with an out-of-range newborn screening

result receive condition-specific information and support. 100% of infants with an out-of-range screening result receive

confirmatory testing and/or definitive consultation with subspecialists. 100% of false out-of-range newborn screening results are documented

in the infant’s chart and discussed with parents. 100% of children given a diagnosis of a significant medical condition are

identified as a child with special health care needs and are provided a medical home.

Page 6: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

Changes Implemented

Reliable Systems of Care NBS Office Policy Statement Tracking systems (log sheet at Westown,

binder at Main Campus) EMR templates edited for newborn, 2-4

week visit, 2 month visit Registry for abnormal NBS and CSHCN

Page 7: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME
Page 8: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

Changes Implemented

Community-based Care Referral line for metabolic specialists Contacted Ohio Department of Health – arranged

contact person for missing NBS reports Contacted nursery hospitalists to facilitate

discharge communication and education re: NBS

Page 9: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

Changes Implemented

Active Well-informed Patients Newborn packets given at first office visit Hospitalist outreach to ensure same pamphlet is

given at all CCCH sites

Page 10: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

Cycles of Improvement

EMR templates #1 PLAN

“Dot phrase” created to insert into already existing templates to document NBS completion and sharing of results with parents. Way to test the documentation phrase without changing the template for all providers in the office.

DO Dr. Giuliano and Dr. Winfield used for 1 week Forgot to use for one newborn

STUDY Good way to document but relies on provider to remember

ACT Change template for all providers

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Cycles of Improvement

EMR templates #2 PLAN

Change template for all providers at both offices DO

All providers informed Some providers continued using old templates

STUDY Easy to document but correct template needs to be used

ACT Removed old templates from provider’s “favorites” list Sent email communication to all residents and providers

that do not have regular face-to-face contact

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Cycles of Improvement

EMR templates #3 PLAN

All providers using same template DO

All providers made the change STUDY

Improvement noted in run charts for documentation of NBS completion and sharing of results with parents

ACT Adopt as final plan for Westown and Main Campus

Page 13: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME
Page 14: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME
Page 15: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

Cycles of Improvement

EMR templates #4 PLAN:

Designing system wide “SmartSets” that will include our current templates (currently in progress)

Page 16: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

Cycles of Improvement

Log Sheets #1 PLAN

Log sheet created for documentation of NBS results/status for each newborn seen in practice

DO Dr. Giuliano and Dr. Winfield used for 1 week

STUDY Complete and easy to view documentation 100% of newborns seen in pilot week had complete

sheets ACT

Institute use of log sheet for ALL newborns

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LOG SHEET

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Cycles of Improvement

Log Sheets #2 PLAN

Utilize log sheet for all newborns seen by all providers DO

Office staff and providers instructed in use Did not have opportunity to educate all providers face to face

STUDY Main Campus office consistently used log sheets Westown office did not consistently create log sheets Lack of “paper chart” resulted in loss of information <25% of newborns seen at Westown by other providers had

complete log sheets ACT

Brainstorm alternate means of documentation for Westown Adopt but continue to study at Main Campus

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Cycles of Improvement

Log Sheets #3 PLAN

Reformulated log sheet from one document per patient to centralized recording site

DO Educate one medical assistant in use of centralized log sheet Dr. Winfield responsible for tracking data weekly

STUDY More consistent use of tracking data Easy to review

ACT Utilize centralized log sheet for all newborns seen at Westown

practice

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Page 21: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

Results

% Infants Receiving Assessment at First Visit for Completion of Newborn Screening

0%

20%

40%

60%

80%

100%

Apr June July Aug Sept Oct Nov

% A

ch

iev

ed

% Achieved Goal Aggregate

EMR template changed

Residents and new MDs started

Old templates removed from “favorites”, email to providers

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Results

% of Newborn Screening Results Received Before 2- to 4-week Visit

0%

20%

40%

60%

80%

100%

Apr June July Aug Sept Oct Nov

% A

ch

iev

ed

% Achieved Goal Aggregate

Tracking binders

Westown changed to one tracking sheet

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Results at 1mo visit(Approaching 100% at 2 mo visit)

% of In-range Newborn Screening Results Documented in Chart and Shared with Parents

0%

20%

40%

60%

80%

100%

Apr June July Aug Sept Oct Nov

% A

ch

iev

ed

% Achieved Goal Aggregate

EMR template changed

Old templates removed from “favorites”, email to providers

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Results

% of Providers Who Reviewed the ACT sheet(s) for Infant(s) w/ an Out-of-range NBS Result

0%

20%

40%

60%

80%

100%

Apr June July Aug Sept Oct Nov

% A

ch

iev

ed

% Achieved Goal Aggregate

Educated providers about ACT sheets & abnormal newborn screening guide made

ACT sheets used for unusual metabolic conditions only

Page 25: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

What You Have Learned

Lessons Learned Team work is essential in the office Partnership with other organizations is valuable Communication is key What works for one site may not work for another Important to track measures at appropriate time interval and

for areas that are truly in need of change Challenges and setbacks

Hard to make large changes in a big institution Dr. Winfield cut back hours around same time new physicians

started in her office Dr. Giuliano and Dr. Winfield at different physical locations

Page 26: I have no relevant financial relationships with the manufacturers of any commercial products and/or provider of commercial services discussed in this CME

General Lessons Learned

What contributed to your progress so far Teamwork EMR templates Tracking processes

Anticipated issues Some sites may not identify NBS as an area in

need of improvement Some sites may not feel they have the time to

invest in similar project Getting IT to help change the EMR Health

Maintenance Alert Hospitalists communication