how does your htm program score? a, b, c, d or f? patrick k. lynch chtm, cbet, cce, cce, cphims...
TRANSCRIPT
How Does Your HTM Program
Score?A, B, C, D or F?
Patrick K. LynchCHTM, CBET, CCE, CCE, CPHIMS
Global Medical Imaging
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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
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Measures of HTM Performance
• Traditional HTMo PM Completiono Budget Performance
• Internal Benchmarks• External Benchmarks• COSR
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Starts with self-evaluation
• SunHealth QM Survey – 1979• ASHE Maintenance of Medical
Equipment – 1988• Journal of Clinical Engineering –
1990• AAMI HTM Levels Guide - 2014
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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.
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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.
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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
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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
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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.
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1. Program ScopeFundamental
HTM Program maintains MOST of the general biomedical
equipment in the organization.
1 of 1
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1. Program ScopePROGRESSIVE
The HTM program maintains ALMOST ALL general medical
equipment.
1 of 3
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1. Program ScopePROGRESSIVE
The HTM program maintains or manages some advanced
medical technology (e.g. imaging, laboratory).
2 of 3
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1. Program ScopePROGRESSIVE
The HTM program has "clinical engineering"
capabilities available from a qualified clinical engineer.
3 of 3
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1. Program ScopeADVANCED
The HTM program manages all HTM-relates costs for the
organization.
1 of 1
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2. Regulatory ComplianceFundamental
The HTM program achieves compliance with accreditation
standards and government regulations.
1 of 1
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2. Regulatory CompliancePROGRESSIVE
The HTM program has up-to-date knowledge of applicable
codes, standards and regulations.
1 of 2
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2. Regulatory CompliancePROGRESSIVE
The HTM program implements cost-
effective compliance strategies.
2 of 2
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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
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3. Program ManagementFundamental
The HTM program has a current, written medical equipment management plan (MEMP).
1 of 3
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3. Program ManagementFundamental
The HTM Program has an equipment control program in
place with a risk-based inventory.
2 of 3
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3. Program ManagementFundamental
The HTM program uses a Computerized Maintenance
Management Program (CMMS) for inventory, maintenance
scheduling, and maintenance history.
3 of 3
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3. Program ManagementPROGRESSIVE
The HTM program is a distinct organizational entity with a
qualified, dedicated manager and a separate budget.
1 of 5
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3. Program ManagementPROGRESSIVE
The HTM manager has access to financial information needed to carry out these responsibilities.
2 of 5
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3. Program ManagementPROGRESSIVE
The HTM department calculates the Cost of Service Ratio
(COSR).
3 of 5
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3. Program ManagementPROGRESSIVE
The HTM program uses a CMMS with a productivity and
cost analysis capabilities.
4 of 5
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3. Program ManagementADVANCED
The HTM program's CMMS has extensive analytical and technology management
features.
2 of 3
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4. Equipment Maintenance & Technology ManagementFundamental
The HTM program has written procedures for safety and
functional testing and preventive maintenance.
1 of 4
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4. Equipment Maintenance &
Technology Management
FundamentalThe HTM program has written schedules for inspecting and
maintaining medical equipment.
2 of 4
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4. Equipment Maintenance & Technology ManagementFundamental
3 of 4
The HTM program has a process for regular calibration
of test equipment.
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4. Equipment Maintenance & Technology ManagementFundamental
4 of 4
The HTM program has the ability to readily obtain repair
parts.
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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
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4. Equipment Maintenance & Technology ManagementPROGRESSIVE
Maintenance procedures and schedules are based on
recognized resources and organizational data.
2 of 5
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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
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4. Equipment Maintenance & Technology ManagementPROGRESSIVE
The MEMP inventory accuracy is verified at documented intervals by a sample physical inventory.
4 of 5
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4. Equipment Maintenance & Technology ManagementPROGRESSIVE
Service contracts include provisions for periodic auditing of
vendor qualifications.
5 of 5
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4. Equipment Maintenance & Technology Management
ADVANCED
The HTM program manages medical technologies throughout the entire equipment life cycle.
1 of 3
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4. Equipment Maintenance & Technology Management
ADVANCED
The HTM program uses evidence-based maintenance strategies.
2 of 3
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4. Equipment Maintenance & Technology Management
ADVANCED
The HTM program integrates RM (risk management) and QA (quality assurance) into HTM.
3 of 3
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5. Personnel Management & Staff DevelopmentFundamental
HTM program personnel have appropriate education,
experience, credentials and values.
1 of 2
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5. Personnel Management & Staff DevelopmentFundamental
HTM program job descriptions and job titles conform to professional standards.
2 of 2
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5. Personnel Management & Staff DevelopmentPROGRESSIVE
The HTM program has a process for orienting new staff
members.
2 of 4
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5. Personnel Management & Staff DevelopmentPROGRESSIVE
The HTM program has a budgeted continuing education
education program.
3 of 4
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5. Personnel Management & Staff Development
PROGRESSIVEThe HTM program supports participation in regional or
national professional associations.
4 of 4
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5. Personnel Management & Staff Development
ADVANCED
The HTM program reports directly to the Vice president or
C-suite level.
1 of 3
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5. Personnel Management & Staff DevelopmentADVANCED
The HTM program has a qualified clinical engineer on
staff.
2 of 3
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5. Personnel Management & Staff Development
ADVANCED
At least 30% of the HTM program technical staff holds a
professional certification.
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6. Tactical & Strategic PlanningFundamental
The HTM program is regularly
included in the process for selection and the acquisition of
medical equipment.
1 of 1
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6. Tactical & Strategic PlanningPROGRESSIVE
The HTM program is involved in capital planning and replacement
equipment planning.
1 of 6
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6. Tactical & Strategic PlanningPROGRESSIVE
The HTM program is involved in equipment planning for
construction and renovation projects.
2of 6
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6. Tactical & Strategic PlanningPROGRESSIVE
The HTM program is involved
in all purchases of new equipment.
3 of 6
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6. Tactical & Strategic PlanningPROGRESSIVE
The HTM program records
data for technology planning in the CMMS.
4 of 6
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6. Tactical & Strategic PlanningPROGRESSIVE
The HTM program works with
clinical staff to understand their needs and identify appropriate
technologies.
5 of 6
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6. Tactical & Strategic PlanningPROGRESSIVE
The HTM program ensures that
user and service training is included with most new equipment purchases.
6 of 6
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6. Tactical & Strategic PlanningADVANCED
The HTM program has a leadership
role in important clinical technology decisions.
1 of 5
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6. Tactical & Strategic PlanningADVANCED
The HTM program actively
participated in strategic (long-term) technology planning and
assessment.
2 of 5
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6. Tactical & Strategic Planning
ADVANCED
The HTM program provides guidance on healthcare
technology integration in all construction and renovation.
3 of 5
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6. Tactical & Strategic PlanningADVANCED
The HTM program collaborates on the selection of all medical device-
related technologies.
4 of 5
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6. Tactical & Strategic Planning
ADVANCED
The HTM program takes leadership and active participant
roles in CE-IT convergence issues.
5 of 5
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7. Performance Monitoring & ImprovementFundamental
The HTM Program regularly monitors and reports
compliance with the MEMP.
1 of 2
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7. Performance Monitoring & ImprovementFundamental
The HTM program participates in the Safety / EOC Committee's
annual evaluation of the MEMP.
2 of 2
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7. Performance Monitoring & Improvement
PROGRESSIVE
The HTM program performs internal benchmarking,
monitoring multiple metrics over time.
1 of 3
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7. Performance Monitoring & Improvement
PROGRESSIVE
The HTM program considers external benchmarking relative to
HTM programs of similar organizations.
2 of 3
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7. Performance Monitoring & Improvement
PROGRESSIVE
The HTM program is engaged in continuous performance
improvement.
3 of 3
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7. Performance Monitoring & ImprovementADVANCED
The HTM program benchmarks externally, identifies best
practices, and implements performance improvements.
1 of 1
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8. Patient & Staff SafetyFundamental
The HTM Program responds to product notifications and recalls related to medical equipment.
1 of 2
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8. Patient & Staff SafetyFundamental
The HTM program reports equipment-related problems and
use errors to the Safety / EOC Committee.
2 of 2
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8. Patient & Staff SafetyPROGRESSIVE
The HTM program is part of the organization's patient
safety program.
1 of 4
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8. Patient & Staff SafetyPROGRESSIVE
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
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8. Patient & Staff SafetyPROGRESSIVE
The HTM program manages the organization's process for handling equipment-related alerts and recalls.
3 of 4
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8. Patient & Staff SafetyPROGRESSIVE
The HTM program routinely participates in medical
equipment-related incident investigations.
4 of 4
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8. Patient & Staff SafetyADVANCED
The HTM program routinely participates in medical
equipment-related incident investigations.
1 of 2
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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
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9. Internal & External Relationships
Fundamental
The HTM program is represented on the Safety /
EOC Committee.
1 of 2
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9. Internal & External Relationships
Fundamental
The HTM program participates in environmental tours in
patient care areas.
2 of 2
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9. Internal & External Relationships
PROGRESSIVE
The HTM program has effective working relationships with
clinical departments.
1 of 3
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9. Internal & External Relationships
PROGRESSIVE
The HTM program has collaborative relationships with Information Technologies (IT)
and Facilities.
2 of 3
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9. Internal & External Relationships
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
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9. Internal & External Relationships
ADVANCED
The HTM program has a website for intra-organizational
communications and reference.
1 of 3
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9. Internal & External Relationships
ADVANCED
The HTM program is an active communicator to key technical and management groups in the
organization.
2 of 3
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9. Internal & External Relationships
ADVANCED
HTM program personnel provide leadership in national
and regional professional associations.
3 of 3
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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.
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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