Lincoln Erin W., Reed-Schrader Essie, Jarvis Jeffrey L.
University of Texas Southwestern
Geisinger Wyoming Valley Medical Center
Quality Improvement (QI) is the intentional process of making system-level changes in clinical processes with a continuous reassessment to improve the delivery of a product. In Emergency Medical Services, this product is essentially the delivery of high-quality prehospital care. This differs from quality assurance, which is more consistent with protocol, process, or policy compliance. Quality improvement programs typically work best in an environment that implements change through a robust, non-punitive education program. Effective QI programs are transparent; both administration and clinical staff understand the goals and methods of any ongoing quality improvement project. Quality improvement programs often use Key Performance Indicators (KPIs) to measure ongoing clinical performance, identify areas for improvement, and assess the impact of process changes. EMS systems should build their KPIs on clinical evidence, a perceived system deficit, or an operational need. The goal of QI is to develop a high-reliability organization that operates in a relatively error-free state over a long period of time. Quality improvement practices vary significantly among EMS agencies across the United States; however, a survey of EMS agencies nationwide in 2015 revealed that 71% of agencies surveyed report having dedicated quality improvement personnel . Examples of quality improvement projects include improving prehospital aspirin administration rates in patients with acute coronary syndromes, improving paramedic identification of STEMI, and decreasing peri-intubation hypoxia, among others. Developing EMS systems have also successfully implemented continuous QI programs to specifically address pre-hospital trauma care, with significant improvement in pre-specified KPIs following targeted education. Each of these projects began with identifying the need for improvement. They developed a plan that included a process change and a means for assessing the impact of that change. When developing a plan, consider three questions prior to choosing key performance indicators, and implementing any process improvement project or particular system. What is the aim? How and what should be measured? What changes should be made to improve the process/system/outcome? The aim should be very specific, evidence-based, and focus on patient-centric outcomes. Measurements and goals are also best if defined with a patient-centric focus, specific, and numeric. Changes to be made rely on making a prediction regarding a system or process change that will result in achieving the previously defined aim . Many EMS organizations elect to use the Institute of Healthcare Improvement Model of improvement: the Plan-Do-Study-Act (PDSA) cycle. Effective PDSA cycles should be organized with staff involved in all aspects of the process being improved. For example, a PDSA cycle with an aim to improve cardiac arrest survival should include field paramedics as well as staff from the medical director's office, administration, and logistics personnel. Plan The purpose of the “plan step” is to clearly and concisely define the objective of the project and align with the aim and measurement statements as previously defined. This step should also brainstorm solutions, pick one solution to try, and generate a plan to test and implement the proposed solution. The QI committee should define the problem using as much objective data as possible. The committee should be clear about how they will measure both the extent of the problem and how they will determine if their change is an improvement. For example, if a system is attempting to improve aspirin administration rates, a successful change could be “aspirin administration is documented in 95% of patient encounters with a chief complaint of chest pain.” The “plan” step also includes brainstorming potential solutions to answer the question “what intervention will lead to improvement?” After the selection of a specific intervention, such as employee education, a plan for reevaluation must be outlined as well. The plan should answer several questions, including “What is the problem?" “What is the intervention?” “How will we measure the problem, the change, and the outcome?” and “How do we know a change is an improvement?” Do This is perhaps the least complex, but often the most difficult step to accomplish. Once a plan is made, the "Do" step is simply executing the plan. Pick a specific day in the immediate future to implement the plan. Instead of immediately implementing the plan across the entire system, first, perform a small trial of the change. This small step, known as a "test of change" allows the team to see if their change has the desired effect. Often, this small test identifies unexpected areas that should be addressed before the wider implementation of the change. For example, if the change being tested is a checklist to improve intubation success, the checklist could be developed and trialed with one shift at a single ambulance station before deploying it for an entire system. Study The purpose of the “study” step is to determine if the plan that was designed and implemented caused a change that was an improvement. This should reflect the aim defined in the “plan” step. During the “study” phase, participants in the project should also look for any unintended outcomes. The team should discuss what aspects of the plan were functional and what parts of the plan did not work as intended. The objective data necessary to evaluate change and improvement should be collected as defined in the “plan” step . For the above intubation checklist example, this step could include evaluating success rates of intubations before and after the checklist, compliance with the use of the checklist. The QI committee or staff should also get feedback on the checklist itself from the end-user. Other data, such as time on-scene, cardiac arrest rates, or other data that may be impacted by a change in intubation practices should be considered in this step as well. The most common tool for measuring the effects of these tests of change is the process control chart. These charts plot the proportion of cases that met the definition of success over time. They also include a marker demonstrating the point in time at which the change was implemented. Act The “Act” step is designed to take action on items found in the “study” step. The process change will either be deployed system-wide or readjusted prior to institution. Deployment is dependent on the results of the “study” phase, after determining if the change resulted in the desired outcome [12]. Following the prior example, this might include improving an airway checklist based on the feedback provided by end-users or providing additional training. Once the “Act” step is complete, the cycle begins again with planning: re-deploy an improved checklist, evaluate success rates, deploy the idea to an entire system, or receive additional feedback. This PDSA cycle is continued in an iterative process until the desired improvement is achieved. Non-Punitive Culture A QI program must use a non-punitive approach. A “Just Culture” strategy is a common example of this approach. Just culture is an organizational method that emphasizes the accountability of both the individual and the organization in the prevention of errors and improvement . Just culture also acknowledges that errors are often caused by a combination of factors, including system factors. In a “just culture” the organization must be responsible for improving the system and processes that providers are working in, while also ensuring the providers are responsible for safe choices. It considers “near misses” to be as significant as actual errors. A just culture approach encourages self-reporting of both near-misses and actual errors by promoting education rather than punishment. Providers who come forward with a report should be able to remain anonymous, be included in a closed-loop synopsis of events, and be praised for reporting . It promotes accountability for one’s actions and education, an intolerance of ignorance, and a desire to improve the system for improved safety and outcomes constantly. Education Many quality improvement projects, especially clinical quality improvement projects, will require education of some form to propagate the information regarding the intervention. An individual or team with an educational focus is likely to be beneficial in achieving the desired improvement outcomes. Team-Based Approach A quality improvement project should involve representatives from any part of an organization that may be affected by the changes as a part or result of an improvement project. Additionally, involving individuals with many perspectives will increase the pool of unique ideas. The more ideas, the more likely the group is to find a successful change. The culture of the organization must foster belief in QI programs at the highest levels to encourage change (CEO, supervisors, etc.) . Clear Aims The QI committee must select aims that are well defined and evidence-based. The timeline for action and PDSA changes must be outlined as well. The data to be measured must be appropriate for the defined aim.
质量改进(QI)是对临床流程进行系统层面的有意改变,并持续重新评估以改善产品交付的过程。在紧急医疗服务中,这个产品本质上就是高质量的院前护理。这与质量保证不同,质量保证更侧重于符合协议、流程或政策。质量改进项目通常在通过强大的、非惩罚性教育项目实施变革的环境中效果最佳。有效的质量改进项目是透明的;行政人员和临床工作人员都理解任何正在进行的质量改进项目的目标和方法。质量改进项目经常使用关键绩效指标(KPI)来衡量持续的临床绩效、确定改进领域并评估流程变更的影响。急救医疗服务系统应基于临床证据、感知到的系统缺陷或运营需求来建立其KPI。质量改进的目标是建立一个高可靠性组织,使其在较长时间内处于相对无差错的状态运行。美国各地的急救医疗服务机构的质量改进实践差异很大;然而,2015年对全国急救医疗服务机构的一项调查显示,71%的受访机构报告称有专门的质量改进人员。质量改进项目的例子包括提高急性冠状动脉综合征患者的院前阿司匹林使用率、提高护理人员对ST段抬高型心肌梗死的识别能力以及减少插管周围的低氧血症等。发展中的急救医疗服务系统也成功实施了持续质量改进项目,以专门解决院前创伤护理问题,在针对性教育后,预先设定的KPI有了显著改善。这些项目中的每一个都始于确定改进的需求。他们制定了一个计划,其中包括流程变更以及评估该变更影响的方法。在制定计划时,在选择关键绩效指标以及实施任何流程改进项目或特定系统之前,考虑三个问题。目标是什么?如何以及应该衡量什么?应该做出哪些改变来改进流程/系统/结果?目标应该非常具体、基于证据,并以患者为中心的结果为重点。测量和目标如果以患者为中心、具体且数字化来定义也最好。要做出的改变依赖于对系统或流程变更的预测,这种变更将导致实现先前定义的目标。许多急救医疗服务组织选择使用医疗保健改进研究所的改进模型:计划-执行-研究-行动(PDSA)循环。有效的PDSA循环应该让参与正在改进的流程各个方面的人员参与组织。例如,一个旨在提高心脏骤停存活率的PDSA循环应该包括现场护理人员以及医疗主任办公室、行政部门和后勤人员。
计划
“计划步骤”的目的是清晰简洁地定义项目的目标,并与先前定义的目标和测量声明保持一致。这一步还应该集思广益寻找解决方案,选择一个要尝试的解决方案,并制定一个测试和实施提议解决方案的计划。质量改进委员会应该使用尽可能多的客观数据来定义问题。委员会应该清楚他们将如何衡量问题的程度以及他们将如何确定他们的变更是否是一种改进。例如,如果一个系统试图提高阿司匹林的使用率,一个成功的变更可能是“在95%以胸痛为主诉的患者就诊中记录了阿司匹林的使用情况”。“计划”步骤还包括集思广益寻找潜在的解决方案,以回答“什么干预将导致改进?”这个问题。在选择了一个特定的干预措施,如员工教育之后,还必须概述一个重新评估的计划。该计划应该回答几个问题,包括“问题是什么?”“干预措施是什么?”“我们将如何衡量问题、变更和结果?”以及“我们如何知道一个变更是一种改进?”
执行
这可能是最不复杂,但通常也是最难完成的一步。一旦制定了计划,“执行”步骤就是简单地执行计划。在不久的将来选择一个具体的日期来实施计划。不要立即在整个系统中实施计划,首先,对变更进行小规模试验。这个小步骤,称为“变更测试”,让团队能够看到他们的变更是否有预期的效果。通常,这个小测试会识别出在更广泛地实施变更之前应该解决的意外领域。例如,如果正在测试的变更是一个提高插管成功率的检查表,可以在一个救护站的一个班次中开发并试验该检查表,然后再将其部署到整个系统。
研究
“研究”步骤的目的是确定设计和实施的计划是否导致了一种改进的变更。这应该反映“计划”步骤中定义的目标。在 “研究” 阶段,项目参与者还应该寻找任何意外结果。团队应该讨论计划的哪些方面起作用了,计划的哪些部分没有按预期工作。应该按照“计划”步骤中定义的那样收集评估变更和改进所需的客观数据。对于上述插管检查表的例子,这一步骤可能包括评估检查表前后的插管成功率、检查表的使用合规情况。质量改进委员会或工作人员还应该从最终用户那里获得关于检查表本身的反馈。在这一步骤中还应该考虑其他数据,如现场时间、心脏骤停发生率或可能受到插管操作变更影响的其他数据。衡量这些变更测试效果最常用的工具是过程控制图。这些图表绘制了随着时间推移符合成功定义的病例比例。它们还包括一个标记,显示实施变更的时间点。
行动
“行动”步骤旨在对在“研究”步骤中发现 的项目采取行动。流程变更将在全系统部署或在实施前进行调整。部署取决于“研究”阶段的结果,即在确定变更是否产生了预期结果之后。按照前面的例子,这可能包括根据最终用户提供的反馈改进气道检查表或提供额外培训。一旦“行动”步骤完成,循环再次从计划开始:重新部署改进后的检查表、评估成功率、将想法部署到整个系统或获得更多反馈。这个PDSA循环以迭代过程持续进行,直到实现预期的改进。
非惩罚性文化
质量改进项目必须采用非惩罚性方法。“公正文化”策略就是这种方法的一个常见例子。公正文化是一种组织方法,强调个人和组织在预防错误和改进方面的责任。公正文化也承认错误往往是由多种因素造成的,包括系统因素。在“公正文化”中,组织必须负责改进提供者工作的系统和流程,同时确保提供者对安全选择负责。它认为“险些失误”与实际错误同样重要。公正文化方法通过促进教育而不是惩罚来鼓励对险些失误和实际错误进行自我报告。提出报告的提供者应该能够保持匿名,被纳入事件的闭环总结中,并因报告而受到赞扬。它促进对自己行为和教育的问责,不容忍无知,并渴望不断改进系统以提高安全性和结果。
教育
许多质量改进项目,特别是临床质量改进项目,将需要某种形式的教育来传播关于干预措施的信息。一个专注于教育的个人或团队可能有助于实现预期的改进结果。
基于团队的方法
质量改进项目应该让组织中可能受到改进项目变更影响的任何部分的代表参与。此外,让具有多种观点的个人参与将增加独特想法的数量。想法越多,团队就越有可能找到成功的变更。组织的文化必须在最高层面培养对质量改进项目的信念,以鼓励变革(首席执行官、主管等)。
明确的目标
质量改进委员会必须选择定义明确且基于证据的目标。还必须概述行动时间表和PDSA变更。要测量的数据必须适合定义的目标。