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Moving from Physician Driven to Patient Driven Building a Culture of Value Gary Kaplan, MD Patient Experience Conference 2017 March 20, 2017

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  • Moving from Physician Driven to Patient DrivenBuilding a Culture of Value

    Gary Kaplan, MDPatient Experience Conference 2017

    March 20, 2017

  • © 2014 Virginia Mason Medical Center

    Today’s Objectives• Hear the story of one organization’s

    journey that learned to see the patient’s experience more deeply

    • To hear how it feels to be a leader of a healthcare organization that opens its doors to listening to the patients voice from the front lines to the board room

    2

  • “Ifyouaredreamingaboutit…youcandoit.”

    SenseiChihiroNakao

  • © 2014 Virginia Mason Medical Center

    Virginia Mason

    • Integrated health care system• Became two hospital system

    in January 2016, withYakima Memorial affiliation

    • 501(c)3 not-for-profit• 336-bed hospital• Nine locations• Graduate Medical

    Education• Research Institute• Foundation• Virginia Mason Institute

  • © 2016 Virginia Mason Institute

    Medicine Overall was Changing• Patient expectations• Economics• Provider expectations

    Virginia Mason• Change in leadership• Economic challenges• Concerns about quality and

    safety of the care we provide

    A Sense of Urgency, Year 2000

    5

  • © 2014 Virginia Mason Medical Center

    The Challenge of Healthcare

    • PoorQuality………………………..3%defectrate• Impactonindividuals………….100%defect• Costofpoorquality…………….Billionsofdollars• Costofhealthcaretothosewhopay……………………..Unaffordable

    • Access………………………………….Millions• Moraleofworkers………………..Unreliablesystems

  • © 2014 Virginia Mason Medical Center

    Urgency for Change at VMMC

    “Wechangeorwedie.”

    — GaryKaplan,VMMCProfessionalStaffMeeting,October2000

    7

  • © 2014 Virginia Mason Medical Center

  • © 2014 Virginia Mason Medical Center

    • Autonomy

    • Protection

    • Entitlement

    • Improvesafety/quality

    • ImplementEHR

    • Createserviceexperience

    • Bepatient-focused

    • Improveaccess

    • Improveefficiency

    • Recruit/retainqualitystaff

    Traditional “Promise”Legacy Expectations Imperatives

    Clash of “Promise” and Imperatives

  • © 2014 Virginia Mason Medical Center

    Virginia Mason Medical Center Physician Compact

    Organization’s ResponsibilitiesFoster Excellence• Recruit and retain superior physicians and staff• Support career development and professional satisfaction• Acknowledge contributions to patient care and the

    organization • Create opportunities to participate in or support research

    Listen and Communicate• Share information regarding strategic intent, organizational

    priorities and business decisions• Offer opportunities for constructive dialogue• Provide regular, written evaluation and feedback

    Educate• Support and facilitate teaching, GME and CME• Provide information and tools necessary to improve

    practice

    Reward• Provide clear compensation with internal and market

    consistency, aligned with organizational goals• Create an environment that supports teams and individuals

    Lead• Manage and lead organization with integrity and

    accountability

    Physician’s ResponsibilitiesFocus on Patients• Practice state of the art, quality medicine• Encourage patient involvement in care and treatment decisions• Achieve and maintain optimal patient access• Insist on seamless service

    Collaborate on Care Delivery• Include staff, physicians, and management on team• Treat all members with respect• Demonstrate the highest levels of ethical and professional conduct• Behave in a manner consistent with group goals• Participate in or support teaching

    Listen and Communicate• Communicate clinical information in clear, timely manner• Request information, resources needed to provide care consistent with

    VM goals• Provide and accept feedback

    Take Ownership• Implement VM-accepted clinical standards of care• Participate in and support group decisions• Focus on the economic aspects of our practice

    Change• Embrace innovation and continuous improvement• Participate in necessary organizational change

  • © 2014 Virginia Mason Medical Center

    Aligned ExpectationsPhysician Compact

    Leader Compact Board Compact

    11

  • © 2014 Virginia Mason Medical Center

  • © 2014 Virginia Mason Medical Center

    The VMMC Quality Equation

    Q: QualityA: AppropriatenessO: OutcomesS: Service W: Waste

    Q = A × (O + S) W

  • © 2014 Virginia Mason Medical Center

    Think Different

    • ½ the human effort• ½ the space• ½ the equipment• ½ the inventory• ½ the investment• ½ the engineering hours• ½ the new product development time

  • © 2014 Virginia Mason Medical Center

    The Virginia Mason Production System

    We adopted the Toyota Production System key philosophies and applied them to healthcare

    15

    1. The patient is always first2. Focus on the highest quality and

    safety3. Engage all employees4. Strive for the highest satisfaction5. Maintain a successful economic

    enterprise

  • © 2014 Virginia Mason Medical Center

    Seeing with our EyesJapan 2002

  • Stopping the Line ™

    Virginia Mason’s PatientSafety Alert System ™

  • © 2014 Virginia Mason Medical Center

    Stopping the line

  • © 2014 Virginia Mason Medical Center

    Patient Safety Alert Process ™

    Created August 2002

    • Leadership from the top• “Drop and run” commitment• 24/7 policy, procedure, staffing• Legal and reporting safeguards

  • © 2014 Virginia Mason 20

    As of February 1, 2017: 73,048

    Oct2016

    Over 70,000 PSAs

  • © 2014 Virginia Mason Medical Center

    Reduction of Hospital Professional/General Liability Premiums

    21

    '04-'05 '05-'06 '06-'07 '07-'08 '08-'09 '09-'10 '10-'11 '11-12 '12-'13 13-'14 14-15 15-16

    9%

    % change from previous year, with 75% overall reduction in premium since 2004-05

    7%

    12%5%

    26%

    12%12%

    11%12%

    30% 2 yr. rate

    Expecting at 10% Decrease in this next year

  • © 2016 Virginia Mason Institute

    Repetitive daily activities and behaviors that leaders engage in to ensure customer demand is met and identify abnormal conditions

    22

    Daily Management

    Leaders Have Two Jobs:1. Run your business2. Improve your business

  • © 2014 Virginia Mason Medical Center

    Tuesday “Stand Up”• KPOalignedwith

    operationalexecutiveleadership

    • Executivesponsorshipwithaccountabilityforsustainedresults

    • Education

    • Standardizationoftools,resultsreporting,andcommunication

  • © 2014 Virginia Mason Medical Center

    Educate & Engage 5,000+

  • © 2014 Virginia Mason Medical Center

    Productive range of distress

    Threshold of learning

    Limit of tolerance

    Time

    Dis

    equi

    libriu

    m Adaptive challenge

    Heifetz, Ronald A. and Marty Linsky. Leadership on the Line, Harvard Business School Press, 2002, p 108

    “Distress” and Adaptive Work

  • © 2014 Virginia Mason Medical Center

    Effective Sponsorship

    • Vision of success• Set stretch goals• Provide resources• Remove barriers• “Fail forward fast”• Celebrate achievements

  • © 2014 Virginia Mason Medical Center

    2013-2017 Strategic Service Plan

    INTEGRATIONOFQUALITY&SERVICE

    Patientexperienceintegratedintoorganizationalstrategies.

    PARTNERSHIPWITHPATIENTS&FAMILIESActiveparticipationin

    processimprovementtotransformcaredelivery.

    ENGAGE,DEVELOP&ACTIVATEPEOPLE

    Selectforservice,developskillsandenhance

    accountabilitywithourpeople.

    We create an extraordinary patient experience.

  • © 2014 Virginia Mason Medical Center

    • Become an organization that routinely listens to and deeply understands customers’ experiences

    • Co-design better services through an active partnership with patients, family and staff

    The Vision

    (Professor Paul Bate, UCL 2007)

    Don’t listen very much to our users and

    we do the designing

    Design and improve, then ask our users

    what they think

    Listen to our users, then go off and do the

    designing

    Listen to our users and go off with them

    to do the designing

    Move from this to this

  • © 2014 Virginia Mason Medical Center

    Experience-Based Design Is…

    A philosophy and set of methods focused onan understanding of the experiences andemotions of those who are involved inreceiving and delivering healthcare services,striving to understand what people naturallydo and feel.

    What really matters to our customers?

  • © 2014 Virginia Mason Medical Center

    The Value of Emotion Words

  • © 2014 Virginia Mason Medical Center

    EBD Helps Bust AssumptionsWe observe and learn directly from customers about their experiences and what they need

  • © 2014 Virginia Mason Medical Center

    Basic EBD Methods

    Observations Interviews Experience QuestionnairesFocus

    Groups

    § Fly on the wall; subtle presence

    § Big ears, big eyes, small mouth

    § Collect stories, guide through an experience

    § Open-ended questions

    § Visual depiction of a process

    § Customers select emotions at each touch point

    § Small group § Guide

    through a common experience

    § Open-ended questions

  • © 2014 Virginia Mason Medical Center

    Know Me

  • The Board’s Role

  • © 2014 Virginia Mason Medical Center

    Board’s ResponsibilityAlignment with Strategic PlanQuality and SafetyPatient Experience and ServiceStrong Economics and GrowthHealth Care EnvironmentPositioning Virginia Mason for the Future

  • © 2014 Virginia Mason Medical Center

    Virginia Mason Board CompactOrganization’s Responsibilities

    Foster Excellence• Facilitate the recruitment and retention of superior board

    members• Provide a process for regular, written evaluation and feedback

    through annual board self-evaluation• Provide a thorough orientation process for new board members• Support governance excellence with adequate board resourcesListen and Communicate• Share information regarding strategic intent, organizational

    priorities and business decisions• Offer opportunities for constructive dialogue• Report regularly on implementation of strategic plan and

    achievement of specific board objectives• Disclose to and inform board on risks and opportunities facing the

    organization• Provide materials to members necessary for informed decision

    making sufficiently in advance of board meetingsEducate• Provide information and tools necessary to keep members

    informed and educated on local and national health care issues• Provide educational and training opportunities to maintain a high

    level of board member effectiveness and knowledge• Educate board members about organization, its structures and its

    guiding documentsLead• Manage and lead organization with integrity and accountability• Create clear goals and strategies• Continuously measure and improve patient care, service and

    efficiency• Resolve conflict with openness and empathy• Ensure safe and healthy environment and systems for patients

    and staff

    Board Member’s ResponsibilitiesKnow the Organization• Know the organization’s mission, purpose, goals, policies,

    programs, services, strengths and needs• Keep informed on developments in the Health System’s areas

    of expertise, and on health care policy and future trends and best governance practices

    Focus on the Future• Spend three fourths of every meeting focused on the future• Consistently maintain a current and vital strategic planListen and Communicate• Actively participate in board discussions• Participate in educational opportunities and request

    information and resources needed to provide responsible oversight

    • Provide and accept feedback• Represent the board to the organization and be an advocate

    for the organization in the communityTake Ownership• Attend meetings • Ask timely and substantive questions at board and committee

    meetings consistent with your conscience and convictions• Prepare for, participate in, and support group decisions• Understand and participate in approving annual and longer

    range financial plans and Quality & Safety oversight• Make an annual, personal financial contribution to the

    organization, according to personal means• Serve on board committees or task forcesPromote Effective Change• Foster innovation and continuous improvement• Pursue necessary organizational change

  • © 2014 Virginia Mason Medical Center

    Voice of the Patient• Each board meeting

    begins with patient story

    • Presented by a patient

    • Stories are both good and bad

    • Drives accountability

  • Respect for People refers to how we treateach other as we work together to create the

    perfect patient experience.

  • Respect for People “2.0” is anchored in the 10

    foundational behaviors of respect and focuses on what respect “feels” like when the behaviors are demonstrated.

    40

  • © 2014 Virginia Mason Medical Center

    Patients and Family Partners

    ─ Insightful about what we do well and areas where changes may be needed

    ─ Help us develop priorities and make improvements based on patient- and family-identified needs

    ─ Push us out of our mental valleys and come up with new ideas and solutions

  • © 2014 Virginia Mason Medical Center

    Where We’re Heading

    42

  • © 2014 Virginia Mason Medical Center

    Create full partnership withpatients and families to improveand transform our delivery of care.

    Understanding customer

    experiences stimulates creative

    thinking and breakthrough innovation.

    Customers define value-

    added.

    Do we really know what matters?

  • © 2014 Virginia Mason Medical Center

    Gaining the “voice of the patient” through

    surveys and random interviewing

    Virginia Mason team members represent

    the patient voice

    EBD formally began with development, testing of the

    emotion word list and implementation

    RPIW created a patient

    recruitment strategy

    Innovation Event created

    model for strategic

    involvement of patients & families

    PFP recruitment

    and development

    First Innovation Co-Design

    Event

    Kaizen Event created standards

    for preparing teams

    108 PFP and growing stronger!

    +/- 100 leaders

    trained in EBD

    More co-design

    projects in place

    PFP join committees and guiding

    teams

    2007/08 2009/10 2011 2012 2013 2014 2015 2016 mid-2016

    Electronic recruitment increased response rate by 10% now over 150 PFP

    Held Inaugural Patient Experience Day

    Launched “Listening Sessions”

    Timeline of Patient-Family Engagement

  • © 2014 Virginia Mason Medical Center

    Gaining the “voice of the patient” through

    surveys and random interviewing

    Virginia Mason team members represent

    the patient voice

    EBD formally began with development, testing of the

    emotion word list and implementation

    RPIW created a patient

    recruitment strategy

    Innovation Event created

    model for strategic

    involvement of patients & families

    PFP recruitment

    and development

    First Innovation Co-Design

    Event

    Kaizen Event created standards

    for preparing teams

    108 PFP and growing stronger!

    +/- 100 leaders

    trained in EBD

    More co-design

    projects in place

    PFP join committees and guiding

    teams

    2007/08 2009/10 2011 2012 2013 2014 2015 2016 mid-2016

    Electronic recruitment increased response rate by 10% now over 150 PFP

    Held Inaugural Patient Experience Day

    Launched “Listening Sessions”

    What has been our focus this year?

  • April 26 was our Inaugural Patient Experience Day

  • © 2014 Virginia Mason Medical Center

    Overarching themes we heardRegarding improvement work together:• We build false walls;

    patients & families help us see our blind spots

    • Patients and families want to give back to other patients and families

    • Co-design needs to become the way we operate

    Regarding the patient-family experience:• Patient loneliness and

    need for advocates is a major concern

    • Communications and listening to understand are vital

    • Remember that every patient is our responsibility, whether in our personal direct care at the moment or not

  • © 2014 Virginia Mason Medical Center

    Expanded to “Listening Sessions”

    • Held 4 listening sessions so far• Total of 86 individual touchpoints

    • “We want feedback about our contributions – we want to know outcomes and results”

    • And geography is not a barrier

    48

  • © 2014 Virginia Mason Medical Center

    Here are some feelings we are hearing

    49

    Confident Valued

    ImportantReally valued

  • © 2014 Virginia Mason Medical Center

    What does “feeling valued” look like?

    • My opinion matters• You “listen” to me

    • stated 8 times during last session• You include me

    50

    “It was one of the best weeks of my life”

  • © 2014 Virginia Mason Medical Center

    Geography is not a barrier to engagement!

    TacomaLaceyKentFederal WayBainbridge IslandEdmondsJuneau, AKOntario, OR

  • © 2014 Virginia Mason Medical Center

    Co-Design at Virginia Mason

    52

    Understanding Our Patients' Experience

    Planning with Our Patients

    Partnering to Implement Change

    Forging Lasting Relationships

    Experience-Based DesignFocus Groups

    VisioningGoal setting Sorting Priorities

    Event participationMaterials review/ creationCommittee memberEtc.

    Continuous Improvement to Better the Patient Experience

  • © 2014 Virginia Mason Medical Center

    Virginia Mason Co-Design

    53

  • © 2014 Virginia Mason Medical Center

    Virginia Mason’s Co-Design Path

    Designing for our patients.

    Including patients on events.

    Bringing patient and family engagement into all we do.

  • © 2014 Virginia Mason Medical Center

    Support Groups

    Patient Engagement & Involvement

    55

    Catchballparticipant

    Everyday Lean Ideas

    Event Participant

    Waste Walks

    Participate in Stand Up or Report

    Out

    Peer Partners

    Co-Design Project

    Kaizen Planning

    Committee Participant

    Goal Setting

    Board Member

    Patient Panel

    Review Materials

    Rounding Partner

    Data Collection

    EBD Questionnaires

    Journaling

    People Link Attendance

  • © 2014 Virginia Mason Medical Center

    Genchi Genbutsu

    • “It’s all lies”• Go where the action is• Know your people and let them know you• Vulnerability is ok• Connect the dots

  • © 2014 Virginia Mason Medical Center

    Holding the Gains

    • It takes hearts and minds• Great people and great systems• The gift of time is a treasure• Accountability and audit

  • 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

    Our JourneyToyota Production SystemIntroduced to VMMC

    2nd IOM1 Report

    ADEPT2Preprinted Order Sets

    Virginia Mason Production Systemestablished

    Patient Safety Alert (PSA) for clinical events

    Strategic Quality Plan

    1stSafety Culture Survey

    Executive Walk Rounds

    PSA for non-clinical events

    2ndSafety Culture Survey

    Mary L. McClintonFatal medical error

    CPOE Go Live

    Move to yearly AHRQ4Safety Culture Survey

    Declare One Organizational Goal: Patient Safety

    MD Disclosure Training

    IHI3 100,00 Lives

    IHI3 5 Million Lives

    Leapfrog Governance Award

    Staff & PatientLeader Rounds

    Patient/ FamilyEngagement

    AHRQ4Safety Culture Survey: 81% Participation

    AHRQ4 Safety Culture Survey: 82% Participation (all staff, all electronic)

    2010 HealthGrades Patient Safety Award

    Time Out ST-PRA5

    Just Culture

    FallsST-PRA5

    1st IOM1Report

    VM Board:Business Case for Quality

    1stCulture of Safety Work Plan

    PSA Case Studies

    1. Institute of Medicine2. Adverse Drug Events Prevention Team3. Institute for Healthcare Improvement

    Standard Quality Goal Reporting Process

    CEO Mandates PSA System

    MDMRPIW6

    4. Agency for Healthcare Research and Quality5. Sociotechnical Probabilistic Risk Assessment6. Must Do Measure Rapid Process Improvement Workshop

    Cross Pillar Culture of Safety Work Plan

    Leapfrog Top Hospital of the Decade

    Q4Q Site Visit

    AHRQ4Safety Culture Survey: 84% Participation

    PSA 3P

    Patient Safety Risk Registry

    Respect for People Training

    Quest for Quality Citation of Merit

  • © 2014 Virginia Mason Medical Center

    Flu Vaccination “Fitness for Duty”

    Do we put patient first?Compelling scienceStaff resistanceStaying the courseOrganizational Pride

  • © 2014 Virginia Mason Medical Center

    VMMC Influenza Vaccination Rates

    38.0%

    54.0%

    29.5%

    97.6% 98.5%

    98.7% 98.9%

    98.9% 99.8%

    99.7% 99.7% 99.8%

    20.0%

    30.0%

    40.0%

    50.0%

    60.0%

    70.0%

    80.0%

    90.0%

    100.0%

    2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013

  • © 2014 Virginia Mason Medical Center

    Ongoing Challenges - Culture

    • Patient First

    • Belief in Zero Defects

    • Professional Autonomy

    • “Buy In”

    • “People are Not Cars”

    • Pace of Change

    • Victimization

    • Leadership Constancy

    • Rigor, Alignment, Execution

    • Drive for Results

  • © 2014 Virginia Mason Institute

    From

    • Provider First• Waiting is Good• Errors are to be Expected• Diffuse Accountability• Add Resources• Reduce Cost• Retrospective Quality

    Assurance• Management Oversight• We Have Time

    To

    • Patient First• Waiting is Bad• Defect-free Medicine• Rigorous Accountability• No New Resources• Reduce Waste• Real-time Quality

    Assurance• Management On Site• We Have No Time

    Transforming Healthcare

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  • © 2014 Virginia Mason Institute

    “In times of change, learners inherit the earth, while the learned find themselves beautifully equipped to deal with a world that no longer exists.”

    - Eric Hoffer

    63