UBT Co-Leads

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How to Find and Use Team-Tested Practices

Does your team want to improve service? Or clinical quality? If you don't know where to start, check out the team-tested practices on the LMP website. This short video shows you how. 

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How to Find the Tools on the LMP Website

Need to find a checklist, template or puzzle? Don't know where to start? Check out this short video to find the tools you need on the LMP website with just a few clicks. 

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TOOLS

Sustaining Change Checklist

Format:
PDF

Size:
8.5" x 11" 

Intended audience:
Unit-based team co-leads and sponsors, UBT consultants

Best used:
Use this list of questions to generate discussion in your team before starting a test of change; these thought-provoking questions are from the British National Health Service’s Institute for Innovation and Improvement. 

Related tools:

A Vaccinating Challenge

Deck: 
Goals and teamwork help a pediatrics team get adolescent girls in for a series of HPV shots

Story body part 1: 

On one level, the pediatric clinic at Georgia’s Panola Medical Center Offices is like any other pediatric clinic. Babies squawking and squealing are part of the soundtrack—and under that, there’s the murmur of parents and nurses cooing to get the little ones to stop crying.

But the Panola clinic’s unit-based team stands out. Its members work at one of the several pediatric clinics in KP’s Georgia region that have significantly improved preventive care and screenings for their young patients, who range in age from newborn up through their teens.

The pediatric teams have achieved these goals in the midst of competing demands by staying laser-focused on a handful of quality measures in the Healthcare Effectiveness Data and Information Set, or HEDIS.

“Our projects are usually HEDIS-related,” says Panola’s labor co-lead, Sheryl Boyd, a licensed practical nurse and member of UFCW Local 1996. “HEDIS is so measurable.”

The work is a good example of how, instead of driving an agenda from the top down, achieving a goal can be inspired by engaging frontline teams in understanding how they contribute to KP’s brand promise of total health.

“The teams are not ‘being told what to do,’ but rather they see the big picture and see what they can do to affect it,” says David Jones, MD, Georgia’s physician co-lead for UBTs. Dr. Jones says he and his labor and management LMP counterparts stay abreast of Georgia’s regional goals and priorities, then work with UBT consultants to communicate those to frontline teams.

“We incorporate UBTs as a lever to execute our clinical goals,” says Dr. Jones, creating a vital loop of communication and support.

Collaboration pays off

One of the Panola UBT’s successes has been to increase the number of girls getting the human papillomavirus vaccine (HPV) by their 13th birthday. The vaccine can help prevent a virus that increases the risk of cervical cancer.

The project kicked off in October 2011. At the time, the team wasn’t tracking how many of the girls in the target population had received the vaccination, which is delivered in a series of three shots over six months. The team’s initial goal was to get 5 percent of the girls eligible for the shot vaccinated. In the first six months, the team succeeded in getting 10 percent of the target population started on the series—and by October 2013, nearly 20 percent had gotten the complete series, a significant achievement. While it has yet to reach the national HEDIS average for the vaccination, the team is steadily closing the gap.

Team members achieved these results by working with the clinic’s information technology staff to get a list of patients—11- and 12-year old girls—who needed the vaccine. They contacted parents and made appointments. In the exam room, nurses discussed HPV and the importance of the vaccine with patients and their parents.

And they worked with their IT colleagues again, modifying the computer system so they could book appointments six months in advance. That allowed them to act on a crucial step—scheduling visits for the two follow-up booster shots right then and there.

The parent education was extremely important, says Erica Reynolds, the charge nurse and management co-lead.

“Some parents think we want people to come back in for appointments because we want the co-payments,” she says—but in fact, if the shots aren’t completed in the proper time period and the immunization series needs to be started all over, it requires even more visits. To avoid that, she says, “Scheduling a nurse visit for the second and third vaccines has become a part of our workflow.”

Hard-wiring success

That kind of hard-wiring of successful practices is the holy grail of performance improvement.

As labor co-lead Boyd puts it, “Our projects are not ‘projects.’ They are ongoing.”

In addition, Dr. Jones says, the integration of partnership and performance is taking place at all levels in the region.

For example, he says, physician leaders “integrate the Labor Management Partnership and performance improvement into existing meetings so it is not viewed as outside those discussions.”

As a result, when Georgia earned a five-star Medicare rating in fall 2013 for the first time—bringing all of KP’s regions into that rarified club of health care excellence—Rob Schreiner, MD, the region’s executive medical director, specifically credited UBTs and the culture of continuous improvement for the achievement.

Driven by those two engines, says Schreiner, “We’ll improve quality, service and affordability at a tempo that exceeds that of our competitors.”

TOOLS

PICK Your Priorities

Format:
PDF

Size:
8.5" x 11" 

Intended audience:
UBT sponsors, consultants and co-leads

Best used:
The tool helps determine which projects to focus energy on first—starting with work that has high impact and is relatively easy to do. Use the four categories to help a team set priorities.

 

Related tools:

TOOLS

UBTs Improving the New Member Experience

Format:
PPT

Size:
50 pages

Intended audience:
UBT co-leads, sponsors, UBT consultants, improvement advisors

Best used: 
To show how teams are improving the new member experience and gain some insight. 

Related tools:

TOOLS

How to Sign Up for KP.org

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Frontline teams working to increase their members' and patients' use of kp.org

Best used:
This tipsheet gives simple steps to help members and patients sign up for and get the benefits of using kp.org.

 

Related tools:

TOOLS

Fish Out Your Root Cause

Format:
PDF and Word document

Size:
8.5" x 11"

Intended audience:
Level 2 and higher unit-based teams

Best used:
These step-by-step instructions and template will help your team use a fishbone diagram to tease out the root causes for problems in a system.

Note: Download the PDF version to print out and use in meetings. Use the Word template if you'd like to fill the tool out on the computer.

You may also be interested in:

 

Related tools:

TOOLS

Poster: Charting Our Progress

Format:
PDF (color and black and white)

Size:
8.5” x 11”

Intended audience:
UBT members, co-leads and consultants

Best used:
Chart your team's work in progress, and prominently display its success with this interactive poster. Post on bulletin boards, in break rooms and other staff areas.

 

Related tools:

Admissions: Let Patients Know Your Role

Deck: 
Being helpful is a start, and a gift doesn't hurt

During the normal stress of being admitted to the hospital, it's not always clear to patients and their families who does what.

And if a nurse or clerk can’t answer a question on admissions, the patient can get frustrated.

So it was in the admitting department at Fremont Medical Center in Northern California, where patients gave low satisfaction scores regarding the process.

“Many different staff use the word ‘admitting,’ so we needed to make sure we stood out, and that patients knew when their admission officially began and ended,” says labor co-lead and admitting representative Joanna Nelson.

Team members thought one of their biggest challenges was making sure patients knew when they were dealing with admitting staff versus other employees.

They first tried using scripted language, the “Right Words at Right Time” (RWRT) approach to let patients know when the actual admission process had started and the representative’s role.

When that failed, the UBT added another level of patient service and rounding, which included a small gift and card.

The gifts were mostly Kaiser Permanente brand items including cups, tablets, aprons, vases or plants. Admitting representatives also gave personal cards to each patient.

“We came up with an extra-special plan for our new admissions. Once the patient was admitted, the Admitting rep went back up to the room—either later that same day or the next day—and gave our patients a welcome gift,” shop steward and OPEIU Local 29 member Nelson says, describing the gesture as a “thank you for choosing our hospital.”

And it worked.

In four quarters, polite and professional customer service scores improved 21 points, and efficient and easy customer service scores picked up three points.

The team also helped by letting patients know how all the pieces fit together.

“Personalize your admitting process,” says Fonda Faye Carlisle, manager, Admitting and Patient Financial Services. “Since the admitting department is not the only voice that says, ‘I will be admitting you,’ admitting needs to personalize so the patient can differentiate between them and others, such as nursing.”

There were team benefits, as well, beyond the scores. Department morale and attendance also increased.

“Our satisfaction is seeing our patients happy and watching our scores improve,” Nelson says.

TOOLS

Telling Our Story

Format:
PDF

Size:
8.5" x 11"

Intended audience:
Frontline employees and teams

Best used:
This one-page tipsheet with seven short talking points describes KP's advantages as a health plan. Use to understand how Kaiser Permanente is different and better than other health plans, and to encourge non-members to consider joining KP.

Related tools:

Reducing Duplicate Meds Is Good Patient Care

Deck: 
Team looks to avoid errors and costly hospital stays

An accurate list of a patient’s prescriptions is critical to maintaining continuity of care.

It also helps to decrease medication errors, and one of the Joint Commission’s national patient safety goals requires medication reconciliation at hospitals and clinics.

So, in order to protect patient safety, it's crucial caregivers compare the medications a patient is taking (and should be taking) with newly ordered medications.

The Infectious Disease/Oncology team at Cumberland Medical Office Building in Atlanta had a high percentage of patient records in KP HealthConnect that listed duplicate medications.

To improve medication reconciliation, the team did a manual cleanup of patient charts over a period of several weeks. Then it instituted a new process for checking medication. They had the licensed practical nurses (LPNs) and medical assistants (MAs) call patients and ask them to bring their bottles of medication to their office visit.

During the initial workup, the MAs and LPNs reviewed patient medications, and checked off in the members’ charts which medications the patients were and were not taking.

The providers then confirmed medications once again with the member and removed all possible duplicate oncology meds from the patient’s record.

In collaboration with the clinical pharmacist, the MAs printed out a snapshot of the patient’s medications and gave it to the nurse practitioner for review and removal of any expired medication.

As they found success, the team included more medications in the process.

For instance, the team members reviewed patient records for infusion medications and one-time-only meds a patient might need to take before a procedure. Infectious disease pharmacists also began removing duplicate medications for their overlapping oncology patients.

Team members reviewed statistics for duplicate medications from KP’s National Reporting Portal, analyzed the data at huddles and posted it in the department.

They also monitored whether providers increased the number of times they had to reorder medications (which would indicate they were too aggressive in deleting prescriptions). As it turned out, the reorder rate was unaffected by the project.

The percentage of duplicate medications fell to 15 percent, far exceeding the team’s goal. And by avoiding hospital admissions due to inadequate medication reconciliation, the team saved $90,000 in three months.

It also created better communication with patients.

“Knowledge is power,” says Gwendolyn Brown, the team’s management co-lead. “It helped patients and their families ask more questions.”

And a full team effort helped the project succeed, as they moved from Level 2 to 4 in Path to Performance.

“It is tiring and frustrating when you are the only person doing the work,” says Brown. “Here, everyone is involved.”

For more about this team's work to share with your team and spark performance improvement ideas, download a poster or powerpoint.

 

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