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Webinar: Practical Approaches to
Improving Patient Pre-Op Preparation
2
Your Presenters
Michael Hicks, MD, MBA, FACHE
Chief Executive Officer
EmCare Anesthesia Services
Lisa Kerich, PA-C
Vice President Clinical Services
Pre-Op Anesthesia
3
Overview
An efficient surgical department requires management of a complex
ecosystem of multiple processes, people and communication
pathways.
How your institution handles the preoperative preparation of the
surgical patient is an important part of this ecosystem and one that
increasingly drives your operational and financial success.
Failures to adequately collect, communicate, coordinate and act on
pertinent patient and surgical procedure information can lead to
suboptimal care including: decreases in patient safety, operating
efficiencies, and ultimately in the satisfaction of patients, staff and
surgeons.
We will review basic strategies that boost O.R. efficiency and case
throughput, reduce cancellations and delays in the surgery schedule,
and ultimately enhance patient safety, metrics and surgeon
satisfaction.
MH
4
Key themes of this presentation
There is tremendous
variation in how patients
are prepared for surgery,
even within a given
hospital or surgery center
Even facilities with an
existing planned process
have variation in patient
preparation based on
surgical specialty, surgeon,
anesthesia clinician,
nursing and even primary
care preferences
Lack of a coordinated
approach to patient
preparation leads to case
cancellations and delays,
decreased satisfaction of
patients, medical and
nursing staffs, increased
costs and even potential
decreases in patient safety
Using tools and skills that
you likely already possess
can make significant
improvements in your
preparing your patients for
their surgical procedure
MH
5
Overview of the problem
Current pre-admission processes typically
• Driven by patient registration and “required” lab testing needs
[not assessment and intervention]
• Reactive instead of anticipatory
• Constrained by traditional roles and responsibilities
• View the surgical experience as a series of siloed, sequential
steps - with the patient treated like inventory moving down an
assembly line with minimal communication
MH
6
Overview of the problem
This leads to
• Variability in patient preparation and surgical experience
• Mismatch in resources requested and needed (e.g., labs ordered and
needed)
• Mismatch in personnel
• Communication and information gaps
• And ultimately an inefficient, costly and suboptimal surgical experience
MH
7
Goals of Preoperative Preparation
Optimize patient’s surgical outcomes
through standardization
Optimize value creation through better
resource utilization
Provide all participants what they need
(information, intervention, etc.) where they
need it and when they need it to do their
jobs
Drive higher satisfaction of patients,
families and clinicians
MH
8
The Perioperative Continuum:
an exercise in clinical care delivery
as supply chain management
Perioperative medicine: The
discipline dedicated to creating
value as the surgical patient flows
through an integrative surgical
experience.
MH
9
Perioperative
Medicine
Clinical Care Service Operations Cost
Quality and value in perioperative medicine
Throughput
• Case cancellations
• 1st case delays
• Room Turnover
• % Pts seen in clinic
Satisfaction
• Patients
• Surgeons
• Staff
• Anesthesia Personnel
Care Delivered
• SCIP
• Clinical indicators
• Airway
• Block adequacy
Total Fixed & Variable
• Facility
• Professional
• Ancillary
• “Rework” or complications
MH
Strategic Review and Implementation
LK
11
What seems to be the problem?
Hospitals may or
may not have a
designated pre-
admission
procedure and/or
screening
process
Of those hospitals
that do have a
pre-admission
process in place,
only 50% of
patients are pre-
admitting
Very few patients
are getting pre-
anesthesia
optimization
Patients who are
not pre-admitting
and pre-screened
make up the
majority of
cancelled cases
LK
Only
50%
Pre-Admit
√
12
Barriers to improvement
LK
Resistance to
change (primary
care, surgeon,
anesthesiology,
nursing, etc.)
Medical
community
environment
Fear of
penalization/
retribution;
punitive use of
data
Work flow
constraints
Poor design of
measurement
instruments
Manual
processes
13
Barriers to improvement
LK
Technology
(EMR)
Educational
deficiencies
including lack of
ongoing training
Lack of use of
common
definitions and
guidelines
Nursing staff
turnover
Employees and
policies from
multiple
institutions
involved in the
process
Lack of
administrative
support
14
Evaluate your current pre-op process
LK
How do the patients currently get scheduled for surgery? Who does the
scheduling? What information is collected?
What information is the surgeon’s office giving the patient?
Preregistration process? When are benefits verified?
Is there a nurse interview for clinical information?
How far out are you in your throughput?
15
Evaluate your current pre-op process
Surgical cases
# of cases
annually?
Block time?
# cancelled
within 24
hours of start
time / same
day?
Cost per
case
cancelled?
# delayed or
rescheduled
?
Overtime
cost?
Post surgical complications, length of stay and readmissions within 30
days of discharge
LK
Post surgical
16
PCP
Patient
Surgeon
Pre-Admit
Screening
Software
Patient
Scheduled for
PAT
Patient
Screened in
Hospital's PAT
Clinic
Patient Goes
to Surgery
Model 2020
LK
ASA 1 and 2:
patients go to
pre-admit
ASA 3 and 4:
patient goes to
pre-anesthesia
clinic
17
Keys to success
Patients who are
well prepared for
surgery have
better outcomes.
Implementing a
PAT clinic model
significantly
improves
efficiency and the
perioperative
experience for all
stakeholders.
The perioperative
surgical home
concept is not
new. Bringing all
the necessary
players to the
table is the key to
success.
LK
18
When the PAT Clinic is done right!
Model allows
for improved
performance
and revenue
Surgeon/
anesthesia/
hospitalist/
PCP/patient
satisfaction
Reduction of
cancellations
and delays
Reduction in
overall
expenses to
hospital
Better patient
care and
satisfaction
Quality
analysis and
best practices
reporting
measures
LK
19
When the PAT Clinic is done right!
Revenue for
not cancelling
surgeries
Expense
savings for
patient,
insurance
company and
hospital
Revenue
generated
through the
PAT clinic
Increased
O.R.
utilization
LK
20
“The best way to predict the future
is to create it.”
MH
Thank you!
21
Q&A
Q&A
Contact Us: Call 877.416.8079
or visit www.emcare.com.

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PowerPoint: Practical Approaches to Improving Patient Pre-Op Preparation

  • 1. Webinar: Practical Approaches to Improving Patient Pre-Op Preparation
  • 2. 2 Your Presenters Michael Hicks, MD, MBA, FACHE Chief Executive Officer EmCare Anesthesia Services Lisa Kerich, PA-C Vice President Clinical Services Pre-Op Anesthesia
  • 3. 3 Overview An efficient surgical department requires management of a complex ecosystem of multiple processes, people and communication pathways. How your institution handles the preoperative preparation of the surgical patient is an important part of this ecosystem and one that increasingly drives your operational and financial success. Failures to adequately collect, communicate, coordinate and act on pertinent patient and surgical procedure information can lead to suboptimal care including: decreases in patient safety, operating efficiencies, and ultimately in the satisfaction of patients, staff and surgeons. We will review basic strategies that boost O.R. efficiency and case throughput, reduce cancellations and delays in the surgery schedule, and ultimately enhance patient safety, metrics and surgeon satisfaction. MH
  • 4. 4 Key themes of this presentation There is tremendous variation in how patients are prepared for surgery, even within a given hospital or surgery center Even facilities with an existing planned process have variation in patient preparation based on surgical specialty, surgeon, anesthesia clinician, nursing and even primary care preferences Lack of a coordinated approach to patient preparation leads to case cancellations and delays, decreased satisfaction of patients, medical and nursing staffs, increased costs and even potential decreases in patient safety Using tools and skills that you likely already possess can make significant improvements in your preparing your patients for their surgical procedure MH
  • 5. 5 Overview of the problem Current pre-admission processes typically • Driven by patient registration and “required” lab testing needs [not assessment and intervention] • Reactive instead of anticipatory • Constrained by traditional roles and responsibilities • View the surgical experience as a series of siloed, sequential steps - with the patient treated like inventory moving down an assembly line with minimal communication MH
  • 6. 6 Overview of the problem This leads to • Variability in patient preparation and surgical experience • Mismatch in resources requested and needed (e.g., labs ordered and needed) • Mismatch in personnel • Communication and information gaps • And ultimately an inefficient, costly and suboptimal surgical experience MH
  • 7. 7 Goals of Preoperative Preparation Optimize patient’s surgical outcomes through standardization Optimize value creation through better resource utilization Provide all participants what they need (information, intervention, etc.) where they need it and when they need it to do their jobs Drive higher satisfaction of patients, families and clinicians MH
  • 8. 8 The Perioperative Continuum: an exercise in clinical care delivery as supply chain management Perioperative medicine: The discipline dedicated to creating value as the surgical patient flows through an integrative surgical experience. MH
  • 9. 9 Perioperative Medicine Clinical Care Service Operations Cost Quality and value in perioperative medicine Throughput • Case cancellations • 1st case delays • Room Turnover • % Pts seen in clinic Satisfaction • Patients • Surgeons • Staff • Anesthesia Personnel Care Delivered • SCIP • Clinical indicators • Airway • Block adequacy Total Fixed & Variable • Facility • Professional • Ancillary • “Rework” or complications MH
  • 10. Strategic Review and Implementation LK
  • 11. 11 What seems to be the problem? Hospitals may or may not have a designated pre- admission procedure and/or screening process Of those hospitals that do have a pre-admission process in place, only 50% of patients are pre- admitting Very few patients are getting pre- anesthesia optimization Patients who are not pre-admitting and pre-screened make up the majority of cancelled cases LK Only 50% Pre-Admit √
  • 12. 12 Barriers to improvement LK Resistance to change (primary care, surgeon, anesthesiology, nursing, etc.) Medical community environment Fear of penalization/ retribution; punitive use of data Work flow constraints Poor design of measurement instruments Manual processes
  • 13. 13 Barriers to improvement LK Technology (EMR) Educational deficiencies including lack of ongoing training Lack of use of common definitions and guidelines Nursing staff turnover Employees and policies from multiple institutions involved in the process Lack of administrative support
  • 14. 14 Evaluate your current pre-op process LK How do the patients currently get scheduled for surgery? Who does the scheduling? What information is collected? What information is the surgeon’s office giving the patient? Preregistration process? When are benefits verified? Is there a nurse interview for clinical information? How far out are you in your throughput?
  • 15. 15 Evaluate your current pre-op process Surgical cases # of cases annually? Block time? # cancelled within 24 hours of start time / same day? Cost per case cancelled? # delayed or rescheduled ? Overtime cost? Post surgical complications, length of stay and readmissions within 30 days of discharge LK Post surgical
  • 16. 16 PCP Patient Surgeon Pre-Admit Screening Software Patient Scheduled for PAT Patient Screened in Hospital's PAT Clinic Patient Goes to Surgery Model 2020 LK ASA 1 and 2: patients go to pre-admit ASA 3 and 4: patient goes to pre-anesthesia clinic
  • 17. 17 Keys to success Patients who are well prepared for surgery have better outcomes. Implementing a PAT clinic model significantly improves efficiency and the perioperative experience for all stakeholders. The perioperative surgical home concept is not new. Bringing all the necessary players to the table is the key to success. LK
  • 18. 18 When the PAT Clinic is done right! Model allows for improved performance and revenue Surgeon/ anesthesia/ hospitalist/ PCP/patient satisfaction Reduction of cancellations and delays Reduction in overall expenses to hospital Better patient care and satisfaction Quality analysis and best practices reporting measures LK
  • 19. 19 When the PAT Clinic is done right! Revenue for not cancelling surgeries Expense savings for patient, insurance company and hospital Revenue generated through the PAT clinic Increased O.R. utilization LK
  • 20. 20 “The best way to predict the future is to create it.” MH Thank you!
  • 21. 21 Q&A Q&A Contact Us: Call 877.416.8079 or visit www.emcare.com.