using systems thinking in healthcare aand …...using systems thinking 36 february 2018 † nursing...
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Using systems thinkingto envision quality and safety in healthcare
By Ann M. Stalter, PhD, MEd, RN, and Altagracia Mota, EdD, MSN, RN, OCN
Avision for safe quality care has been
acknowledged since the days of
Florence Nightingale, who recognized
the link between nursing practice and
outcomes.1 In 1998, nurses identified the
significance of practice errors on poor
patient outcomes, and the National Database of
Nursing Quality Indicators® was established by the
American Nurses Association to monitor how
patient outcomes were related to unit-level nursing
care.1 The Institute of Medicine report, To Err is Human, highlighted human error as causing nearly
98,000 deaths and over 1 million injuries in U.S.
hospitals.2 The report offered opportunities for
improving healthcare through total system
transformation. The Robert Wood Johnson
Foundation answered the call with Quality and
Safety Education for Nurses (QSEN) to develop
minimum standards for safe nursing practice.3
Once standards were established, national nursing
education credentialing bodies responded by
requiring that QSEN competencies and systems
thinking be integrated into program curricula.4,5
32 February 2018 • Nursing Management www.nursingmanagement.com
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www.nursingmanagement.com Nursing Management • February 2018 33
Copyright © 2018 Wolters Kluwer Health, Inc. All rights reserved.
Using systems thinking
34 February 2018 • Nursing Management www.nursingmanagement.com
After over a decade of delib-
erate transformation attempts,
system-related errors were still
being identified as a primary
cause of death in the United
States, translating to over
400,000 preventable deaths.6 So,
why haven’t QSEN and efforts
to develop systems thinking
resulted in improved safety out-
comes? Anecdotal evidence sug-
gests that QSEN competencies
and systems thinking aren’t well
integrated into practice settings. This article seeks to increase
awareness of administrative and
educator roles in empowering
clinical nurses to understand the
impact of their actions on patient
and organizational outcomes
using QSEN competencies and a
systems thinking approach.
Defining roles
All nurses are leaders, educators,
and care providers. Nursing
position descriptions formalize
nursing roles according to work
settings. In this article, nurse
leaders can be organizational
directors or unit-level managers.
Educators are defined by clinical
instruction, often referred to as
nursing professional development
specialists. Clinical nurses are
those who provide care within
practice settings such as acute, long-
term, home, or ambulatory care.
What are the QSEN
competencies?
The six QSEN competencies—
patient-centered care, teamwork
and collaboration, evidence-based
practice (EBP), quality improve-
ment, safety, and informatics—
have recommended, specific
knowledge, skills, and attitudes
that all nurses should exhibit for
safe practice. Having these skills
will assist nurses to continuously
improve the quality and safety of
the healthcare systems in which
they work. Utilizing QSEN as a
guide, nurses are able to redesign
the content and context of how
they deliver nursing care to
ensure high-quality, safe care.7
The competencies, developed at
the prelicensure and graduate
level, have been integrated into
most nursing program curricula.
However, more effort is needed
to bridge these competencies to
practice settings.
What’s systems thinking?
Systems thinking isn’t new to
nursing. Most nursing theories
contain systems thinking “where
the whole is more than the sum of
the parts.”8 A person’s interaction
with his or her environment com-
prises a whole-person system,
which is healthy based on a bal-
ance of inputs, throughputs, and
outputs; nurses fits into the
schema at the whole-person level.9
The dynamic state of the whole-
person system can ultimately
influence global health. (See Figure 1.) An analogy of a pebble drop-
ping into a pool of water exempli-
fies how one nurse’s actions can
influence the greater whole.10
Nurses can use systems think-
ing to view how caregiving deci-
sions and actions have an overall
impact on organizational health
outcomes. Systems thinking is
a process of self-awareness in
which the nurse knows bound-
aries specific to clinical reason-
ing, personal effort, reliance
on authority, and awareness of
interdependencies.11 Nurses can
choose to mobilize change for
the good of the whole system,
based on experience and fore-
sight. Nurses who display strong
leadership behaviors can lead
changes in practice and adher-
ence to performance standards.12
Systems thinkers are those who
have an acute awareness of the
current system, an appreciation
for behind-the-scenes patterns
and structures, a willingness to
Figure 1: Concentric circles bridging the whole-person system to public and global health
Whole personwithin a system
Public domain
Regional healthtrends
National healthdata
World or globalhealth
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www.nursingmanagement.com Nursing Management • February 2018 35
challenge systems and boundaries
despite existing hierarchies, and
an understanding of how system
relationships are linked to system
improvements.12
Influence on practice
QSEN is on the brink of adopt-
ing a new systems-based practice
competency for which nurses
need to have basic knowledge
about the healthcare system to
create optimum health benefits
for patients/families, peers,
and organizations.13 Systems
thinking competencies reinforce
nurses’ roles in safety and qual-
ity improvement.13 At minimum,
nurses employing systems think-
ing and systems-based practice
should be able to understand
interrelationships among nurs-
ing, the nursing work unit, and
organizational goals. They’re
encouraged to solve problems
encountered at the point of care
and appreciate their roles in iden-
tifying work unit inefficiencies
and operational failures.14 Nurses
must be able to take action to
address potential or ongoing
quality and safety concerns. They
need to be active participants in
monitoring, admitting to, report-
ing, investigating, and resolving
near misses, errors, and systems
breakdowns involving com-
munication, supplies, medica-
tion, equipment, finances, and
technology.
Strategies to increase awareness
How can nurse leaders and edu-
cators empower clinical nurses to
understand the impact of their
actions on patient and organiza-
tional outcomes using QSEN com-
petencies and systems thinking?
More important, how can clinical
nurses envision the ripples or
waves they make across the
healthcare system as being influen-
tial in positive patient outcomes?
The following evidence-based
strategies envision an improved
practice reality and expand on
published ideas recommended for
nursing professional development
and leadership.15
Patient-centered careNurse leaders working at the unit
or system level can use a variety
of strategies to increase aware-
ness of QSEN competencies and
systems thinking among clinical
nurses. These strategies include
promoting relationship-based
care by providing caring, heal-
ing environments; removing bar-
riers that inhibit clinical nurses’
abilities to be healthy, alert, and
present with their patients; and
promoting inclusion of patient
involvement in health and treat-
ment plan discussions.16-18 Nurse
leaders can utilize managerial
expertise to allocate human,
financial, and clinical resources
based on unit needs and in align-
ment with the organization’s mis-
sion and vision.19,20 We need to
promote and sustain patient–
centered models of collaborative
practice, such as interdisciplinary
rounds, huddles, and/or primary
nursing models. These structures
provide nurses with complete
autonomy in managing patient
care and modifying practice to
accommodate patient needs.19
To influence patient-centered
care, nurse educators can encour-
age self-health principles, cham-
pion patient-centered models,
and instruct on ways to alleviate
pain and suffering during staff
education programs.21 Nurse edu-
cators can teach staff members
how to individualize patient care
plans and empower patients to
participate in treatment modali-
ties.22 Also, they can incorporate
QSEN competencies into orienta-
tion assessments and evaluation
tools.23,24
Teamwork and collaborationClosed-loop communication,
identified leadership (at the
senior and clinical level), and
trust among team members
have been identified as being
essential to effective teamwork.25
In today’s healthcare system,
patient care teams are challenged
by expectations of specialized
skill sets, value-based demands
on performance, and complex
environments with challenging
workloads. Such challenges may
impact team functioning and
relationships. Incivility among
team members in these situations
has also been documented.25
Nurse leaders can address these
challenges through role modeling
teamwork and collaboration, and
by fostering open communica-
tion, mutual respect, and shared
decision making.20 Our support
of teamwork building tools,
such as TeamSTEPPS or I-PASS,
may provide guidance to teams.
TeamSTEPPS is used to minimize
risks associated with handoffs
among providers and across the
care continuum, promote inter-
disciplinary communication of
safety concerns, and build collab-
orative relationships.26,27 I-PASS,
a refined mnemonic for illness
severity, patient summary, action
list, situation awareness and con-
tingency plans, and synthesis by
receiver, is used to standardize
handoffs and prevent errors.26
At the organizational level,
nurse leaders can establish col-
laborative relationships with
Copyright © 2018 Wolters Kluwer Health, Inc. All rights reserved.
Using systems thinking
36 February 2018 • Nursing Management www.nursingmanagement.com
public health, academic partners,
and professional organizations.20
We can advance the establish-
ment of dedicated education
units, in which the partnership
between academic institutions
and healthcare organizations pro-
vides an enhanced learning and
clinical environment for nurs-
ing students.28 This model offers
educational support through a
preceptor model experience; stu-
dents can apply theory to practice
while being immersed in the clin-
ical environment and partnered
with RNs.29
To promote effective teamwork
and collaboration, nurse educa-
tors can support the need for
interprofessional immersion in
clinical education.30 Interprofes-
sional education is a growing
expectation of many professional
organizations.31,32 Educators
can design interprofessional
continuing-education programs
that incorporate tools, such as
TeamSTEPPS, with high-fidelity,
interdisciplinary clinical simu-
lations.26 They can promote an
interdisciplinary patient-centered
culture by using educational
programs to reinforce the role of
team members in delivering safe
and effective care.33 Educators
can also partner with leaders to
establish interprofessional dedi-
cated education units as part of
the inpatient infrastructure.34
EBPEBP is the current driving force
behind high-quality care deliv-
ery. Current evidence is inte-
grated with individualized
patient care needs and clinical
expertise to design practice.35
However, practice changes can
lead to change fatigue, and
nurse leaders and educators may
struggle with addressing this
side effect of EBP. Promoting
change from the bottom up helps
address change fatigue.35 Clinical
nurses do better with change
when they’re the ones initiating
it. Putting processes in place and
educating nurses on EBP will
facilitate their active participa-
tion in practice changes.
Nurse leaders can integrate
EBP by building an organiza-
tional culture that supports best
practice and provides opportuni-
ties to enhance clinical nurses’
EBP competencies.35 In that
process, nurse leaders share
unit goals and organizational
outcomes aimed at delivering
EBP.20 We can role model EBP by
fostering a healthy work environ-
ment and minimizing change
fatigue.36,37
To integrate EBP, nurse educa-
tors can infuse the Alliance for
Continuing Education in Health
Professions National Learning
Competency Area 1, which is the
“use of evidenced-based adult and
organizational learning principles
to improve employee perfor-
mance into continuing education
programming.”38 Nurse educators
can advocate for the adoption
of EBP throughout the nursing
unit and organization by educat-
ing nurses on EBP skills, such as
critical appraisal and translation
of research findings into prac-
tice.39,40 If nurse educators serve
as experts at the national level in
formulating practice guidelines,
they can incorporate best evi-
dence with clinical expertise and
patient/family preferences in the
delivery of optimum care.3,41
Quality improvementTo enhance quality improvement,
nurse leaders can employ error
prevention strategies by continu-
ally monitoring outcomes and
completing root cause analysis
when errors occur, including
clinical nurse input.42 During
rounding and/or in staff meet-
ings, nurse leaders can share
error prevention data to improve
patient outcomes and promote
an interprofessional approach to
quality improvement and system
processes.3,43
Nurse educators can use data
to evaluate and impact the effec-
tiveness of continuing-education
activities and programs. They
can educate nursing staff on
various quality/process improve-
ment models in the utilization of
outcomes data to improve care
delivery. Educators can provide
clinical nurses and students
with opportunities to share EBP
projects on the unit. They can
also share unit-based EBP and
quality improvement projects
in staff meetings and during
continuing-education programs,
and/or by creating meaningful
dashboards.44
SafetyNurse leaders can adopt high-
reliability goals, such as stan-
dardized processes; safety
checks; empowered decision
making (authority migration);
open, transparent communica-
tion; and collaborative, interpro-
fessional teamwork.45 We can
also address the potential for
errors by discouraging and put-
ting policies/processes in place
that minimize disruptions dur-
ing high-risk situations, such as
blood transfusions, surgical or
invasive procedures, needle use,
and medication administration/
reconciliation, and by advocat-
ing for the use of technologies
Copyright © 2018 Wolters Kluwer Health, Inc. All rights reserved.
www.nursingmanagement.com Nursing Management • February 2018 37
that monitor and control for
errors, such as two-identifier
systems for bar coding, I.V. med-
ication pumps, and wander
alarms.46-48 Nurse leaders can
implement 15-minute safety
(adverse event) huddles as a
way to reduce errors.49 If errors
occur, lead root cause analyses
using the “Five Why’s” strategy
to determine causes and mitigat-
ing factors.50 Leaders set the
stage for clinical excellence by
implementing a just culture
that’s intolerant of recklessness
but works to resolve system-
based errors in a collaborative,
nonpunitive manner.51,52 To pre-
vent practice errors, nurse lead-
ers can facilitate clinical nurses
in establishing personal goals
aimed at patient safety and
error mitigation.53
To promote safety, nurse edu-
cators can provide continuing-
education programs geared
toward educating clinical nurses
about high-risk potential for
errors.46,47 They can also pro-
vide onboarding and ongoing
education on safety measures
to ensure proper patient identi-
fication.48 At the organizational
level, they can offer expertise
during participation in root
cause analysis using a clinical
event investigation approach to
determine causes and mitigating
factors of errors.50 They can facili-
tate the implementation of inter-
professional education regarding
open disclosures, collaborative
review, and error and near-miss
management.54 Educators can
also help clinical nurses by pro-
moting self-reflection and peer
review of clinical practice.53,55
InformaticsNurse leaders can advocate for
the incorporation of evidence-
based technologies and informat-
ics. Enriched technologies may
include electronically accessible
clinical decision-making algo-
rithms, clinical practice guide-
lines, and access to web-based
resources.56 Nurse educators can
provide continuing education on
modern technologies that sustain
safe patient care and clinical
judgments.57 They can also
support the roll-out of these
technologies, serving as experts
or liaisons between technology
specialists and clinical staff.
Systems thinkingTo implement systems think-
ing, nurse leaders can promote
professional configurations, such
as interprofessional collabora-
tions, academic-clinical practice
partnerships, and shared gov-
ernance.34,58,59 We can champion
organizational structures of
empowerment in which nurses
have the opportunity, resources,
and information to provide
high-quality care; serve as a
liaison or be a voice between the
organization and clinical staff;
promote staff understanding of
local actions that impact organi-
zational goals; and demonstrate
how organizational goals drive
local actions, impacting system-
wide accountability for efficient,
safe, quality care.60-62 Lastly,
nurse leaders can advance sys-
tems thinking through infra-
structure redesign by integrating
QSEN concepts into orientation,
job descriptions, evaluations, or
promotion criteria.
Nurse educators can imple-
ment evidence-based interven-
tions that produce expected
results for nurses and the organi-
zation, such as incorporating
interprofessional education and
education on hospital-acquired
infection guidelines. They can
educate staff on how to approach
quality care delivery as the first
step toward positive patient and
organizational outcomes. Educa-
tors can emphasize the nurse’s
role in utilizing available organi-
zational resources and processes
to provide safe, efficient patient-
centered care. They can approach
Nurse leaders working at the unit or system level can use a variety of strategies to increase awareness of QSEN
competencies and systems thinking among clinical nurses.
Copyright © 2018 Wolters Kluwer Health, Inc. All rights reserved.
Using systems thinking
38 February 2018 • Nursing Management www.nursingmanagement.com
the practice of continuing educa-
tion from a systems thinking
perspective, recognizing that
the healthcare team is part of a
complex system, and incorporate
individual, group, and gover-
nance leadership competencies
into onboarding and continuing-
education programs.38,63,64
A primary role
Providing high-quality, evidence-
based, patient-centered care is a
primary role of clinical nurses.
Both nurse leaders and educa-
tors serve as facilitators to clini-
cal nurses as they collaborate
to improve care. This article
provides a variety of evidence-
based strategies for all nurses,
at all levels, to consider when
using QSEN competencies and
systems thinking to improve
outcomes. NM
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Ann M. Stalter is an associate professor at the Wright State University College of Nurs-ing and Health in Dayton, Ohio. Altagracia Mota is a manager for clinical learning at Montefiore Medical Center, Montefiore Learning Network in Bronx, N.Y.
The authors have disclosed no financial relationships related to this article.
DOI-10.1097/01.NUMA.0000529925.66375.d0
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