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Nursing Crew Resource

Management:

High Reliability Behaviors for front

Line Nurses

Gary L. Sculli MSN, ATP

Director of Clinical Training Programs

VHA National Center for Patient Safety

Objectives

1.

Compare and contrast cultures – high reliability and

professional nursing

2.

Explain a cultural analysis of VHA nursing as an impetus for a

Crew Resource Management (CRM) initiative

3.

Present a Nursing Crew Resource Management (NCRM)

program overview

4.

Discuss specific CRM based behaviors that nurses can

implement to reduce the level of risk for hospitalized veterans

5.

Outline specific outcomes found on nursing units that have

implemented NCRM within the VHA

Vision

National Center for Patient Safety

Institute of Medicine (IOM)

“…establish team training programs …using

proven methods such as

crew resource

management

training techniques employed in

aviation…”

Team training (CRM)

Human factor awareness

Regulatory protection

High degree of standardization (SOP)

Briefings

“Culture Shock” –

High Reliability

Checklist Discipline

CVR / FDR

Incentivized non punitive reporting

(anonymity / immunity)

Highly formalized – perpetual training

Performance checking via simulation

“Culture Shock” –

High Reliability

Hierarchical Relationships (Nurse – Physician)

Human Factors not emphasized

Expectation to complete non nursing functions

Varying degrees of standardization

Fear and Shame in reporting errors

Haphazard recurrent training

Absence of performance checking via

simulation

(2)

RN

Level 1

RN

Level II

Nursing

Assistant

LPN

VA Patient Safety Culture Survey 2009

Mean Scores

Front- Line Nursing and All VHA

Overall

Perceptions of

Safety

Non- Punitive

Response to

Error

Teamwork within

Hospital Units

Teamwork across

Hospital Units

Mean Scores

RNI, RN II and LPN, Nursing Assistant

Shame

Teamwork Across Hospital Units

Feedback & Communication

about Error

RN I

&

RN II

Lower

Mean Scores

RNI, RN II and LPN, Nursing Assistant

LPN

&

N/A

Lower

Communication and Openness

Teamwork Within Hospital Units

Tenerife – March 1977

(Fatalities 583)

Originated in a

1979

NASA workshop

(3)

Reduce error

through better use of human

resources

Manage error

by employing specific safety

behaviors

(CRM) Crew Resource Management

NCRM - Program Layout

= Clinical Questionnaire

Logistics

& Pre-work

2 months prior

Training

on site

1 week

Refresher

Training

At 1 year

Project Implementation

Consultation

12 months

Projects

1.

Mitigating Distractions

2.

Checklist development and Implementation

3.

Team Briefings / Debriefings

4.

Situational Awareness Countermeasures

5.

Fatigue Management

Program reception at front line?

16

0 20 40 60 80 100 Program objectives were relevant to my professional

needs/interests I developed new skills/knowledge as a result of my

participation in the program I will be able to use my new skills/knowledge in my regular

work assignment Overall, the program was worthwhile I would recommend this program to a friend or co-worker

Percent of respondents that agreed or strongly agreed

Baseline (N=478) Follow-up (N=207)

NCRM Foundation

Human

Error

Systems

Behaviors

Systems

(4)

“Zero error is NOT realistic”

?

Fault Tolerant System

system tolerates errors

but still functions

successfully…

“Zero error is NOT realistic”

The Error Pyramid

“Fault Tolerance”

TRAP

ERROR

AVOID

ERROR

MITIGATE

CONSEQUENCES

of ERROR

Leader Behaviors

Building the Team

Complete Control

Input not welcome

Autocratic

Intimidating

Rude

Hostile

Leadership Style

“Dictator”

ISMP Survey on Workplace Intimidation

(2003, 2005, 2008)

75% Nurses and Pharmacists use

“avoidance techniques” ISMP, 2005

(5)

1.

Interpersonal skills

2.

Invite and Expect Participation

3.

Use Open Ended Questioning

4.

Set Acknowledgement Expectation

5.

Briefings

6.

Debriefing

Team Building Behaviors

Sender

Receiver

Leadership Grid

(x,y)

0

1

2

3

4

5

6

7

8

9

0

1

2

3

4

5

6

7

8

9

Concern for Task

(x)

Concern

for People

(y)

1,1

Horrible Leader

1,9

Country Club

Style

9,1

Produce or Perish

9,9

High Motivation,

Morale, Teamwork

Assertive Advocacy

Followership

Passive

Independent Critical Thinkers

Followers

Advocacy

Active

Dependent Non-Critical Thinkers

Air Florida Flight 90

January 1982

January 13, 1982

Fatalities 79

15:59:58 - F/O

God, look at that thing. That doesn't

seem right, does it?...Uh, that's not right.

16:00:09 - CA

Yes it is, there's eighty

16:00:10 - F/O

Naw, I don't think that's right…

Ah, maybe it is.

Assertive Advocacy

Avoiding

“Hint and Hope”

Communication

Standardized Tools

(6)

3 “W”s

1.

W

hat I see

2.

W

hat I’m concerned about

3.

W

hat I want

“3Ws” Case Study

A procedure is about to begin in the

operating room on a patient having several

laryngeal polyps removed. The surgeon

begins the case. The circulating nurse

notices that there has been no discussion of

procedures for reducing the risk of an intra

airway fire during electrocautery.

4 Step Tool

1. Get Attention -

Use title

or

first name

2. State Concern -

“I’m uncomfortable with”

3. Offer Alternative -

“I want you to…”

4. Pose question -

Get resolution

Assertive Communication

Standardized Communication Tools

Nursing Questionnaire (TW Domain)

0% 20% 40% 60% 80% 100%

***The physicians and nurses here work together as a well-coordinated team. ***It is easy for personnel here to ask questions when there

is something that they do not understand. ***I have the support I need from personnel to care for

patients. ***Disagreements in this clinical area are resolved appropriately (not who's right, but what's best for pt). ***It is difficult to speak up if I perceive a problem with

patient care. ***Nurse input about patient care is well received.

Baseline 6 Months 11 Months

29% Improvement

75% Improvement

(7)

Levels of Situational Awareness

Level 1

perception

Level 2

comprehension

Level 3

projection

Make Decisions

Situational Awareness (SA)

Significant Challenge for Nurses

Medication Variance

Fall with Injury

Wrong Patient

Wrong Procedure

Failure to Rescue

NARCAN, D50

ACLS

LOW

(SA)

THREATS

STRESSORS

C

o

g

n

it

ive

R

e

so

u

rce

s

Apply the 1,2,3 Rule

Immediate

Action

1. Step Back

2. Analyze

3. Use Resources

As soon as

POSSIBLE

vs.

PRACTICAL

Knowing / Recognizing Red Flags

Failed Cross Check

Failure to meet targets

Confusion

Not following Policy

Fixation

Failure to Delegate

Not communicating

Not addressing discrepancies

Team Monitoring & Cross Checking

PM

Pilot Monitoring

Staff Monitoring

(NM)

Short

Done by Leader

Informative

Structured

Opportunity for Questions

(8)

RN Led Briefings

RN to Team Briefing

Greet Team

Follow Policy

Invite participation

Acknowledgements

Clarify roles

RN, LPN, N/A

Patient Risks

Define Team

Questions

Huddle = Briefing

3C

HUDDLE

ANY CHANGES SINCE REPORT? IF SO WHAT?

ANY DISCHARGES?

HOW ARE YOU DOING?

DO YOU NEED HELP?

CAN YOU HANDLE YOUR ASSIGNMENT?

CAN YOU GO TO LUNCH?

CAN YOU TAKE AN ADMISSION?

WILL YOU BE ABLE TO LEAVE ON TIME?

IS THERE ANYTHING ELSE?

*

THIS TAKES ABOUT 10 MINUTES MAX TO WITH ALL NURSES AND NURSING

ASSISTANTS PRESENT.

Unit Acquired Pressure Ulcers (UAPU)

UAPU

Rate

FY 10 qtr. 2 =

4

UAPU Rate FY 11 qtr. 1 =

0

Blood Glucose Monitoring

0.0%

20.0%

40.0%

60.0%

80.0%

100.0%

0601 - 0700

1100 - 1200

1601 - 1700

2001 - 2200

33%

Hypoglycemic Events

71%

Hyperglycemic Events

Blood Glucose Related Events

15

in FY10 Q2 to

10

in FY11 Q1).

(9)

Checklists

Support the user

Puts knowledge in the world

“Read and Verify”

“Read and Do”

Read and Verify

Before Takeoff

Window Heat………..ON HIGH

Anti-Ice……….ON

Flight Instruments & Radios………..SET

Yaw Damper………....ON & CHECKED

Flight Controls………..……..CHECKED

Stabilizer Trim………..SET

Flaps / Slats………...15 & GREEN

Electrical………...NO LIGHTS

Fuel Pumps………...SET FOR TAKEOFF

Fuel Heat……….OFF

Hydraulics………..PRESS & QTY NORMAL

Elevator & Rudder Lights………...….OFF

Air Cond & Press………...SET FOR TAKEOFF

EPR & Airspeed Bugs………..…SET

Transponder………...ALTITUDE

Take Off Briefing………COMPLETE

Read and Do

Read and Do Checklist

4% - 22%

Calls to Rapid Response Team

25% - 12%

Failure to Rescue Eve

nts

Central Line Mishap

(10)

Central Line Removal Checklist

Before Removal

(Read and Verify)

Patient Identification……….Confirmed X 2

Supplies……….….At bedside

Supine Position………..Confirmed

HOB (Slight Trendelenburg or Flat)……….In position

Sutures ………..Removed

Removal

(Read and Do)

Patient………Confirm in supine position

Patient………Take a deep breath and hold

Line Remove ……….Pull parallel to skin in steady motion

Pressure Dressing………Immediately apply

Patient………Exhale

After Removal

(Read and Verify)

Occlusive Dressing………Applied

Patient………...Instructed - Bedrest X 30 minutes

Staff and Patient……….Instructed - Monitor per protocol

Sterile Cockpit Methodologies

Reducing Distractions

“Sterile Cockpit Methodologies”

Mean Number of Distractions

0

0.5

1

1.5

2

2.5

1

2

3

4

5

6

7

8

9

10

11

Nursing

Hospital Staff

Visitor

Patient

Other

0

0.5

1

1.5

2

2.5

1

2

3

4

5

6

7

8

9

10

11

Hospital Staff

Patient

Mean Number of Distractions

Medication Error Rate

Pre Intervention

3.95 / 1000 bed days of care

Post Intervention

2.26 / 1000 bed days of care

36%

High Fidelity Simulation

Unit Specific Clinical Scenario

(11)

Clinical

Simulation

4

5

6

7

8

Pre

Post

Hoeksemer et al., unpublished

Discussion

References

 Endsley MR. Situational Awareness in Aviation Systems. In Garland DJ, Wise JA, Hopkins VD, eds. Handbook of Aviation Human Factors. Mahwah, NJ: Lawrence Erlbaum Associates; 1999.

 Fore, A.M., Sculli, G.L., Albee, D., & Neily, J. (2012). Improving patient safety using the sterile cockpit principle during medication administration: a collaborative, unit based project. Journal of Nursing Management.

 Gaffney, F. Seddon, R. & Harding, S.W. (2005). Crew Resource Management: The Flight Plan for Lasting Change in Patient Safety. HCPro.

 Helmreich RL, Merritt AC, Wilhelm JA. The Evolution of Crew Resource Management Training in Commercial Aviation. Int J Aviation Psych. 1999; 9(1):19-32.

 Nemeth C. Improving Healthcare Team Communication: Building on Lessons from Aviation and Aerospace. Burlington, VT: Ashgate; 2009.

 Reason, J.. The Human Contribution – Usafe Acts, Accidents and Heroic Recoveries. Burlington, VT: Ashgate 2008.

 Sculli GL, Sine DM. Soaring to Success:Taking Crew Resource Management from the Cockpit to the Nursing Unit. Danvers, MA: HCPro; 2011.

 Sculli G.L., Fore A.M., Neily J., Mills P.D. & Sine D.M. (2011) The case for training Veterans Administration frontline nurses in crew resource management. JONA, 41(12), 524-530.

 Sculli G. Nursing Crew Resource Management: Patient Safety for Front-Line Nurses. TiPS. 2009; 9(4): 3. http://www.patientsafety.gov/TIPS/Docs/TIPS_JulAug09.pdf.

 Sexton JB, Helmreich RL, Neilands TB, et al. The Safety Attitudes Questionnaire: psychometric properties, benchmarking data, and emerging research. BMC Health Serv Res. 2006;6:44.

 Smetzer J.L., Cohen M. R., (2005). Intimidation: Practitioners Speak Up About This Unresolved Problem. Journal on Quality and Patient Safety, 31 (10) 594 – 599.

 VHA National Center for Patient Safety The Nursing Crew Resource Management Pilot Program: Fiscal Year 2011 Preliminary Report, August 9, 2011.

 West, P., Okam, N., Fore, A., Neily, J., Mills, P. & Sculli, G. (2011). Improving patient safety and optimizing nursing teamwork using crew resource management techniques”. JONA, 41(12): 211-219.

References

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