Welcome to Office-Based Care Online Course Module 7: Summary:

Welcome to Office-Based Care Online Course Module 7: Summary: Putting It All Together

The Materials You Will Use The Participant Workbook: Exercises Video reflections Scenarios AHRQ TeamSTEPPS website: Classroom slides Instructor Guide (select to view) Videos Ancillary materials Module 7: Summary: Putting It All Together 2

Module Objectives After completing this module, you will be able to: Review the tools and principles of TeamSTEPPS Review the role of Practice Facilitators and the change team in introducing TeamSTEPPS in an office-based care setting Module 7: Summary: Putting It All Together 3

Putting It All Together This module pulls together everything you have learned in the Fundamentals modules of TeamSTEPPS for Office-Based Care You'll also be introduced to the Practice Facilitator model Begin to think about weaving TeamSTEPPS into your quality improvement initiatives Module 7: Summary: Putting It All Together 4

TeamSTEPPS Core Teamwork Skills Module 7: Summary: Putting It All Together 5

Communication Tools SBAR Situation Background Record your answers to these questions on page 33 of your Workbook Assessment Recommendation Call-out Check-back: Closed loop communication Handoff Module 7: Summary: Putting It All Together Which communication tools make sense and could work in your office? 6

Leading Teams Tools Briefs Short session prior to start Assign roles, establish expectations, anticipate outcomes Huddles Ad hoc planning to reestablish/reinforce and assess or adjust plans Debriefs Information exchange after the action Module 7: Summary: Putting It All Together How useful did you think briefs, huddles, and debriefs would be? Record your answers on page 34 of your Workbook 7

Situation Monitoring Tools Situation Monitoring Scanning and assessing what is going on around you and with you Cross-Monitoring Watching each other’s backs Ensuring mistakes/oversights are caught STEP checklist Status of the patient Team members Environment Progress toward the goal Module 7: Summary: Putting It All Together What was your reaction to the idea of crossmonitoring? Record your answers on page 35 of your Workbook 8

Mutual Support Tools Provide task assistance Two-Challenge Rule Provide feedback to overcome a problem CUS Advocacy and assertion Work through conflict How have you thought about putting one of these tools in place? Module 7: Summary: Putting It All Together DESC Script Record your answers on page 36 of your Workbook 9

Barriers to Team Effectiveness and Solutions BARRIERS Inconsistency in Team Membership Lack of Time Lack of Information Sharing Hierarchy Defensiveness Conventional Thinking Complacency Varying Communication Styles Conflict Lack of Coordination and Followup With Coworkers Distractions Fatigue Workload Misinterpretation of Cues Lack of Role Clarity Module 7: Summary: Putting It All Together OUTCOMES TOOLS and STRATEGIES Communication SBAR Call-Out Check-Back Handoff Leadership Brief Huddle Debrief Shared Mental Model Adaptability Team Orientation Mutual Trust Team Performance Patient Safety!! Situation Monitoring STEP Mutual Support Task Assistance Feedback Assertive Statement Two-Challenge Rule CUS DESC Script 10

What Is Practice Facilitation? Provides a service to office-based care settings by trained individual(s) Uses a range of approaches and methods from: Organizational development Project management Quality improvement/practice improvement Builds internal capacity of the practice to conduct improvement activities over time Differs from other types of consulting: Longer term relationship, closer connection Supports broad range of improvement activities Module 7: Summary: Putting It All Together 11

Who Is a Practice Facilitator? Generalists trained in office-based care improvement Competencies in many areas: Quality improvement methods Project management Team facilitation May be an internal employee or external consultant May work in one office or across many (select to open) Module 7: Summary: Putting It All Together 12

Model of Practice Facilitation for TeamSTEPPS Practice Facilitator Module 7: Summary: Putting It All Together Change Team Staff 13

External Model of Practice Facilitation Practice Facilitator Office Champion Module 7: Summary: Putting It All Together Change Team Staff 14

Beginning Your Journey Watch the video on the next slide to see the beginnings of a TeamSTEPPS initiative started at one office. In the clip, Valerie has received TeamSTEPPS training from an external Practice Facilitator. She is not a Practice Facilitator herself, but she is the office champion. Consider: How does Valerie combine her knowledge of performance improvement methodology with her TeamSTEPPS initiative? Record your answers on page 37 of your Workbook Module 7: Summary: Putting It All Together 15

Video: Beginning Your Journey https://youtu.be/oIaNZfmrIKQ Module 7: Summary: Putting It All Together 16

Module 7 Summary In this module you learned to: Review the tools and principles of TeamSTEPPS Review the role of Practice Facilitators and the change team in introducing TeamSTEPPS in an office-based care setting Module 7: Summary: Putting It All Together 17