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4/17/2015 1 Observation Medicine – The Inpatient Fast Track Kirk Jensen, MD, MBA, FACEP Jody Crane, MD, MBA, FACEP These presenters have nothing to disclose April 29, 2015 Cambridge, MA Session Objectives After this session, participants will be able to: Describe the elements of successful observation strategies Identify opportunities to improve patient flow in your hospital through the use of Observation Units and Clinical Decisions Units 2 © Jensen, Crane, Nolan,

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Page 1: Observation Medicine – The Inpatient Fast Trackapp.ihi.org/.../9_Operational_Strategies_for_Observation_Patients.pdf · Observation Medicine – The Inpatient Fast Track Kirk Jensen,

4/17/2015

1

Observation

Medicine – The

Inpatient Fast

TrackKirk Jensen, MD, MBA, FACEPJody Crane, MD, MBA, FACEP

These presenters have nothing to disclose

April 29, 2015

Cambridge, MA

Session Objectives

After this session, participants will be able to:

Describe the elements of successful observation

strategies

Identify opportunities to improve patient flow in your

hospital through the use of Observation Units and

Clinical Decisions Units

2

© Jensen, Crane, Nolan,

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4/17/2015

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OBJECTIVES:• Understand the difference between observation

status and observation medicine

• Gain insight into the operational principles and goals

of observation medicine

• Identify opportunities to improve patient flow in

your hospital through the use of Observation Units

and Clinical Decisions Units

© Jensen, Crane, Nolan, KN

4

Observation Status

Outpatient designation in which patients are

physically located in the hospital but are

financially treated as if they are outpatients

• Patients may be billed a higher level

from the ED and/or billed hourly by

the hospital

• Reimbursement for services varies

widely based primarily on payer type

• Patients are charged a la carte for

procedures and may be exposed to

more out of pocket expenses

• Presents problems for patients as

there is still a requirement for 3

inpatient days to qualify for CMS

payment for SNF

© Jensen, Crane,

NolanKJ

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2-Midnight Rule

� Designed to establish better

definition around observation

status as hospitals struggle to

comply with recovery audits

� Is hotly debated as it does not

solve many of the current issues

related to the move towards

observation medicine such as:

� Increased patient

responsibility in the form of

co-pays and other costs

� Eligibility requirements for

long term care

reimbursement (Medicare

ACO Waiver)

The future is uncertain

© Jensen, Crane,

NolanKJ

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Observation Medicine

Management of patients with relatively straightforward admission diagnoses

� Admissions mainly for

diagnostic work-ups

� Disease course is relatively

well-defined or knowable

Primary goal-to reduce inpatient length of stay by:

� Streamlining care pathways

� Reducing variation

� Better aligning treatment

capacity with patient demand

KJ© Jensen, Crane,

Nolan

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Hospital Settings in Which Observation Services are Provided

Setting Description Characteristics

Type 1 Protocol driven,

observation unit

Highest level of evidence for favorable

outcomes; Care typically directed by ED

Type 2 Discretionary care,

observation unit

Care directed by a variety of specialists;

Unit typically based in ED

Type 3 Protocol driven,

bed in any location

Often called a “virtual observation unit”

Type 4 Discretionary care,

bed in any location

Most common practice; Unstructured care;

Poor alignment of resources with patients’

needs

Ross M. et. al. Protocol Driven Emergency Department Observation Units Offer Savings, Shorter Stay, and Reduced Admissions.

Health Affairs. 32:12: 2149-2156, December 2013.

KJ© Jensen, Crane,

Nolan

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Three Study Groups

Emory/Grady*, 2010 Georgia, 2010 US, 2009-10

ED Visits - Number 185,901 4,194,602 133,957,000

Observation Visits

Number 7,199 101,593 1,392,000

Average (hrs) LOS 17.2 27.6 22.3

Visits > 24 hrs 10.4% 44.4.% 29.0%

Visits > 36 hrs .1 24.7 14.9

Visits > 48Hrs .1 7.2 6.9

Visits > 72hrs 0.0 1.6 .9

Rate of inpatient

admission

13.1% 15.8% 23.2%

Ross M. et. al. Protocol Driven Emergency Department Observation Units Offer Savings, Shorter Stay, and Reduced Admissions.

Health Affairs. 32:12: 2149-2156, December 2013

*Emory/Grady - Type 1 Observation Units

KJ© Jensen, Crane,

Nolan

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3 Considerations in

Optimizing Your Observation Unit

1. A defined treatment location

2. Matching capacity and demand

3. Standard approach to care

KJ

9

© Jensen, Crane,

Nolan

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Observation Unit LocationType 1 Inpatient Observation Unit

A discrete location with a defined

number of rooms dedicated for

observation patients.

Observation

Better differentiated (would-be

admissions), very clear, algorithmic

workups and well-defined treatment

endpoints.

Examples:

� Chest Pain

� TIA

� COPD

� CHF

In or near the ED

There is a blurred line between

Observation Units and Clinical Decision

Units.

CDU

Shorter stay, managed by ED,

undifferentiated and straightforward

conditions that should go home soon.

Examples:

� Abdominal pain

� Chest pain rule-out

JC© Jensen, Crane,

Nolan

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Matching Capacity and Demand

Involves understanding

Inclusion/Exclusion patient

populations, admission rates, and

LOS

This data will provide the foundation

for occupancy analyses

JC© Jensen, Crane,

Nolan

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Standard approaches to care

Dedicated physician

group overseeing the

unit

Well-defined patient

population with

inclusion/exclusion

criteria

Standardized

diagnostic and

treatment

pathways

for different patient

populations

Standardized

patient flow

JC© Jensen, Crane,

Nolan

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Standard approaches to care:Dedicated Physician Group

• There should be a single physician group

overseeing the unit and admitting to the unit,

a “closed” unit.

• In many fee-for-service cultures, this is very

difficult to accomplish

• This group should be responsible for:

– The admission and disposition of every

patient

– Establishing protocols

– Performance improvement and

accountability

• Consults should be minimized, if not

eliminated

JC© Jensen, Crane,

Nolan

Standard approaches to careA Well-Defined Patient Population

14

JC© Jensen, Crane,

Nolan

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15A Well-Defined Patient Population

Clinical Decision Unit

Condition Guidelines

Emory Midtown Hospital

Emory University Hospital

Grady Memorial Hospital(Grady conditions are bulleted)

Index of CDU protocols (GMH italicized)ABDOMINAL INJURY……………………………………………………………3

ABDOMINAL PAIN ………………………………………………………………4

ACUTE HEART FAILURE ……………………………………………………..5

ALLERGIC REACTION …………………………………………………………..6

ASTHMA …………………………………………………………………………….7

ATRIAL FIBRILLATION – ACUTE ONSET…………………….…..…….8

BACK PAIN ………………………………………………………………………….9

CELLULITIS ………………………………………………………………………..10

CHEST INJURY ……………………………………………………………..……11

CHEST PAIN – POSSIBLE ACS ……………………………………….……12

COPD EXACERBATION ……………………………………………………...13

DEEP VEIN THROMBOSIS ………………………………………………….14

DEHYDRATION OR VOMITING ………………………………….………15

DILANTIN TOXICITY …………………………………………………….……16

ELECTROLYTE ABNORMALITY …………………………………………..17

GASTROINTESTINAL BLEED ……………………………………….…..…18

HEADACHE ………………………………………………………………….…..19

HEAD INJURY ……………………………………………………………….…..20

HYPEREMESIS GRAVIDARUM …………………………………..…….…21

HYPERTENSIVE URGENCY…………………………………………….…….22

HYPOGLYCEMIA………………………………………………………..……….23

HYPERGLYCEMIA……………………………………………………………....24

PNEUMONIA…………………………………………………………….…..…25

PYELONEPHRITIS………………………………………………………..…….27

RENAL COLIC…………………………………………………………………....28

SEIZURES…………………………………………………………….…………….29

SOCIAL ADMISSIONS ………………………………………………………..30

SUPRAVENTRICULAR TACHYCARDIA …………..………………...…31

SYNCOPE ……………………………………………………………………….…32

TRANSFUSION OFBLOOD AND BLOOD PRODUCTS…………....33

TRANSIENT ISCHEMIC ATTACK………………………………………....34

VAGINAL BLEEDING………………………………………………………..….35

VERTIGO……………………………………………………………………….…..36

15

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Nolan

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A Well-Defined Patient Population: Inclusion/Exclusion Examples

ABDOMINAL INJURY (NON-PENETRATING)

INCLUSION CRITERIA

• Cooperative patient with stable vital signs (RR>8

or <24, SBP>100, P>60 or <110)

• No Peritoneal Signs

• Negative initial imaging studies (i.e. CT)

• Pertinent lab results acceptable (e.g., Hbg)

• Surgery consult documented

CDU INTERVENTIONS

• NPO initially, advance per physician

• Repeat Hct q 4-6 hours (if pertinent to patient’s

management)

• Serial abdominal examinations (e.g. q 4 hours)

• If indicated by physician, serial ultrasounds

• Immediate reevaluation of ED physician or

surgeon if patient develops:

- Significant vomiting

- Increasing abdominal pain

- Increased tenderness

- Worsening vital signs:

Decreased BP, increased HR, fever

EXCLUSION CRITERIA

• Uncooperative patient, patients requiring

restraints

• Impending alcohol withdrawal syndrome

• ETOH estimated >200mg/dl at transfer

• Pregnancy >20 weeks

• Abnormal vital signs (above)

• CT scan not done or significant acute abnormality

DISCHARGE CRITERIA

Patient is ambulatory

• Serial abdominal exams essentially negative

• Repeat labs reviewed and stable (Specifically any

Hb drop?)

• Vital signs reviewed and stable

• Patient able to tolerate PO

• Appropriate follow-up established

• Surgery agrees with disposition

JC© Jensen, Crane,

Nolan

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A Well-Defined Patient Population: Diagnostic Exclusion Criteria

General

� Total Care patients

� Symptomatic anemia

� Any patient who requires 1:1 monitoring and/or

restraints (dementia/suicidal)

� Patients with possible airway compromise

� Patients requiring ICU or clear multi-day stay

� >20 week pregnancy with abdominal/pelvic

complaints

� Overdoses requiring cardiac monitoring

� Uncorrected hyperkalemia (K>6) or hypokalemia

(K<2.5)

� Patients needing trauma evaluation or

observation secondary to trauma

� Shock from any source (septic, anaphylactic,

cardiogenic, neurogenic)

Cardiac

� STEMI/NSTEMI

� Rising Indeterminate or positive troponins

� Recent episode of V tach of V fib

� Persistent chest pressure in high risk CAD patient

� Symptomatic 2nd / 3rd degree heart block

Neuro

� Persistent stroke symptoms or onset within 6 hours

� Uncontrollable Seizures

Pulmonary

� Patient in moderate to severe respiratory distress

� PNA with PORT score above 90

� PE that is associated with either hypoxemia and is

either saddle or bilateral burden

� Either spontaneous or traumatic pneumothorax

ID

� Impending sepsis (specifically elderly with

urosepsis)

� Concern for or diagnosis of bacterial meningitis

JC© Jensen, Crane,

Nolan

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A Well-Defined Patient Population: General Exclusions from the CDU

• PATIENTS WITH INCOMPLETE CHART

• HIGH SEVERITY OF ILLNESS

• HIGH INTENSITY OF SERVICE

• PATIENTS FOR WHOM INPATIENT ADMISSION IS CLEARLY

NEEDED

• AGE LESS THAN 15 YEARS OLD

• OBSTETRIC PATIENTS OVER 20 WEEKS PREGNANT

• PATIENTS AT RISK OF SELF HARM

• ANTICIPATED CDU LENGTH OF STAY LESS THAN 4 HOURS

OR OVER 24 HOURS

• PATIENTS WITH (1) AN ACUTE GAIT DISTURBANCE, (2)

“RULE OUT HIP FRACTURE,” OR (3) OVER AGE 65 WITH

BACK PAIN

JC© Jensen, Crane,

Nolan

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Standard Approaches to CareStandardized Diagnostic and Treatment Pathways

� Diagnostic, Treatment, and Medication

components

� Customized for each different condition

� Coordinated with physicians, nurses and

pharmacy

� Minimize or eliminate consults in favor of

diagnostic and treatment pathways

defined by specialty leadership

� Diagnostic, Treatment, and Medication

components

� Customized for each different condition

� Coordinated with physicians, nurses and

pharmacy

� Minimize or eliminate consults in favor of

diagnostic and treatment pathways

defined by specialty leadership

JC© Jensen, Crane,

Nolan

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Observation Protocols by Condition

1. Insulin Drip

2. GI Bleed

3. Renal Colic

4. Abdominal Pain

5. Vertigo

6. Allergic Reaction

7. Headache

8. Back Pain

9. TIA

10. Cellulitis

11. A fib

12. Pneumonia

13. DVT/PE

14. Heart Failure

15. Pyelonephritis

16. Chest Pain

17. Hypertensive Urgency

18. Hypertensive Urgency

19. Asthma

20. Metabolic Dehydration

21. Routine Medications

22. Pain Management

23. Warfarin

24. Potassium Replacement

25. Magnesium Replacement

26. Basal Bolus Insulin

27. Syncope

JC© Jensen, Crane,

Nolan

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Anatomy of the Observation Protocols

Non-Medication Orders

• Prompt for

medication

reconciliation

• Vital Signs

• Activity

• Intake/Output

• Labs

• Diet

• Consults

• Alert physician

if:

• SBP < 110

• HR > 100

• Dizziness

• Chest Pain

Radiology

• Type of test/

plain films

• Indication, as

needed

• Contrast vs. no

contrast

Medications

• Medication name

• Dose

• Strength

• Route (IV, PO, SC, etc.)

• Frequency

• Prompts for standard

orders:

• Potassium

replacement

• Magnesium

replacement

• Routine

medications

JC© Jensen, Crane,

Nolan

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Observation Protocol for Chest Pain- Non-Medication OrdersNon-Medication Orders

1. □ Perform medication

reconciliation

2. □ Cardiac monitoring □ IV Fluid

□ Rate ____ ml/hrx ___ liters then ___ ml/hr

3. □ Vital Signs □ Vital signs every 4 hours

4. □ O2 □ @ 2 L/NC □ Monitor pulse ox: every 4 hours

□ Titrate to keep POX > 93%

5. □ Activity □ Ad Lib □ Bedrest

□ OOB w/assist □ May participate in PT/OT as

tolerated

6. □ Intake and output, every 4

hours

7. □ EKG □ EKG STAT

□ EKG with serial cardiac enzymes and as needed for chest pain

8. □ Insert saline lock

9. □ Labs at ____ □ CBC □ D-dimer

□ Chem 7 □ Lipid panel

□ PT/INR □ BNP

□ CKMB/Troponin @ 6 hours □ Hepatic Panel

□ CKMB/Troponin @ 12 hours □ Lipase

10. □ Diet: □ Regular □ 1800 ADA

□ Clear Liquid □ 2 gram sodium

□ NPO □ Low calorie

□ Puree □ Other

11. □ Consults □ Case Management

□ Cardiology

12. □ Document symptom reassessment every 4 hours

13. □ Contact physician immediately for any of the following (unless otherwise notified by physician):

□ SBP < 100

□ HR > 110

□ Complaints of dizziness

□ Complaints of chest pain

JC© Jensen, Crane,

Nolan

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Observation Protocol for Chest Pain - Radiology Radiology

14. □ CXR Indication: □ PA/Lat

________________ □ Portable

15. □ 2D Echocardiogram, indication:

________________

16. □ Stress test type:

________________

17. □ CT chest angio (r/o PE)

18. □ Venous Doppler:

________________

JC© Jensen, Crane,

Nolan

Observation Protocol for Chest Pain- Medications Medication Dose Strength Route Frequency19.19.19.19. □ Aspirin: contraindication (Y/N) □ 81 mg□ 325 mg PO Daily20.20.20.20. □ □ Simvastatin OR□ Atirvastatin □ 40 mg□ 80 mg. PO Daily21.21.21.21. □ Metoprolol □ 12.5 mg□ 25 mg□ 50 mg□ Other PO BID: (Hold if HR < 60 and/or SBP < 90)22.22.22.22. □ Clopidogrel □ 300 mg□ 600 mg PO Now23.23.23.23. □ Clopidogrel 75 mg PO Daily24.24.24.24. □ Enoxaparin (Lovenox) 1 mg/kg:____ mg SC □ One time□ Every 12 hours25.25.25.25. □ Nitroglycerin (Nitrostat) 0.4 mg SL For chest pain every five minutes26.26.26.26. □ Nitropaste ½ inch Apply to chest wall For chest pain change every 8 hours (Hold for SBP < 120)27.27.27.27. □ Morphine 2 mg IV Prn every 30 minutes x 2 for unrelieved chest pain28.28.28.28. □ Norvasc (for patients with bradycardia: beta-blocker contraindicated) 5 mg PO Daily29.29.29.29. □ Diltiazem (for cases of afib) 60 mg PO Every 12 hours x 2 doses30.30.30.30. □ Carvedilol (Coreg) 3.125 mg PO Daily31.31.31.31. □ Lisinopril 10 mg PO Daily32.32.32.32. □ Furosemide 20 mg PO Every 12 hours x 2 doses33.33.33.33. □ Losartan 25 mg PO Daily34.34.34.34. □ Digoxin 0.25 mg PO DailyProtocols (Complete Standard Orders):Protocols (Complete Standard Orders):Protocols (Complete Standard Orders):Protocols (Complete Standard Orders):35.35.35.35. □ Potassium replacement36.36.36.36. □ Magnesium replacement37.37.37.37. □ DVT Prophylaxis38.38.38.38. □ Complete routine medication

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Nolan

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Key Contacts

Here

Key Contacts Here

JC© Jensen, Crane,

Nolan

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Examples of Observation Protocols3. How do we select a stress test with imaging?:

Based on the above, here is the breakdown of what is available and where –

Emory University Hospital CDU – 7/2011

• Emory University Hospital CDU Weekdays, 7AM-5PM

o Male any age, or Female >55; no renal failure:

� BMI <30, no known CAD =

• Lexiscan technecium SPECT

• Dobutamine stress echo

• Exercise stress echo – if able to exercise

• Coronary CTA (EUH only)

� BMI > 30, known CAD, or no available SPECT isotopes =

• Lexiscan Rubidium PET – on hold

• Lexiscan technecium SPECT

o Female <55:

• Dobutamine echo

• Exercise Stress echo

• Adenosine MRI

o Severe Asthma / COPD; renal failure:

• Dobutamine echo

• Dobutamine SPECT (rest / stress sestimibi)

• Lexiscan Rubidium PET – on hold

JC© Jensen, Crane,

Nolan

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JC© Jensen, Crane,

Nolan

Evidence Based

Pathways

28

JC

JC© Jensen, Crane,

Nolan

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Standard

Approaches to

CareStandard CDU

Patient Flow

Emory University School of Medicine Clinical Decision Unit Manual, 2012

29

JC© Jensen, Crane,

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Summary: Optimizing Your Observation Unit

1. A defined treatment location

2. Matching capacity and demand

3. Standard approaches to care,

including…

� A dedicated physician group overseeing the unit

� Well defined patient population with inclusion/exclusion

criteria

� Standardized diagnostic and treatment pathways for

different patient populations

� Standardized patient flow

KJ© Jensen, Crane,

Nolan