PROVINCIAL EMERGENCY SERVICES PROJECT
PROGRESS REPORT
presented by
PHSA in collaboration With FHA, IHA, NHA, VCHA & VIHA to BC’s CEO Leadership Council
April 2003
 improving emergency services in British Columbia
Province-wide solutions. Better health.
TABLE OF CONTENTS
EXECUTIVE SUMMARY 3 CHAPTER 1 INTRODUCTION 9 CHAPTER 2 BACKGROUND 11 2.1 The role of the PHSA...... 11 2.2 Our objectives and goals ...... 12 2.3 Accountability...... 12 CHAPTER 3 LITERATURE REVIEW 14 3.1 Improving BC’s emergency services – a brief summary of published research ...... 14 3.2 Leverage Point One: Managing unscheduled demand ...... 16 3.3 Leverage Point Two: Accessing specialist care in hospitals ...... 18 3.4 Leverage Point Three: Dealing with congestion in the ED ...... 18 3.5 Leverage Point Four: Improving community linkages ...... 19 CHAPTER 4 ISSUES FACING BC’S EMERGENCY SERVICES – WHAT WE LEARNED 21 4.1.1 ED data analysis lacks face validity ...... 26 4.2.1 ED data collection systems are not standardized ...... 27 4.2.2 Survey reveals many concerns, but staffing is “Problem Number One” ...... 28 4.2.3 Geography and demographics ...... 29 4.2.4 Pre-hospital transport and ambulance service organization...... 30 4.2.5 Pre-hospital crews and inter-hospital transport ...... 30 4.2.6 Nurse staffing and initial patient-nurse contact ...... 31 4.2.7 Emergency physician and specialist availability ...... 32 4.2.8 Diagnostic facilities ...... 32 4.2.9 Emergency demand...... 33 4.2.10 Options for referral ...... 33 4.2.11 Procedures required of family physicians ...... 33 4.2.13 Continuing education ...... 34 4.2.14 Capacity of the system...... 34 4.2.15 Physical work environment ...... 34 CHAPTER 5 BETTER PRACTICES IN EMERGENCY SERVICES 36 5.1.1 Managing unscheduled demand...... 37 5.1.2 Accessing specialist care ...... 38 5.1.3 Dealing with congestion in the ED ...... 38 5.1.4 Improving community linkages...... 39 CHAPTER 6 SHORT-TERM RECOMMENDATIONS AND NEXT STEPS 47 6.1 HAs should gather better information that can contribute to better performance...... 48 6.1.1 Getting started with indicators ...... 49 6.1.2 Assessing inputs to the ED ...... 50 6.1.3 Assessing practice within the ED ...... 50 6.1.4 Assessing outputs from the ED ...... 51
Ë Immediate action on Recommendation One ...... 52
 Recommendation 2 ...... 53 6.2 A senior executive should lead system-wide planning for emergency services within each health authority...... 53 6.2.1 One HA has already proposed a regional coordinating structure...... 53 6.2.2 Some initiatives will require Executive Team support for implementation in the HA .. 54 6.2.3 Clinical leadership is important...... 54 short term task group progress report – april 2003 1 6.2.4 Good data will be required to support policy development in HAs...... 55
Ë Immediate action on Recommendation Two ...... 56
 Recommendation 3 ...... 56 6.3 HAs should develop systemic approaches to coordinate and manage access to in- patient and diagnostic resources ...... 56
Ë Immediate action on Recommendation Three...... 57
 Recommendation 4 ...... 58 6.4 HAs should improve outcomes and access through better co-ordination in planning community services...... 58 Ë Immediate action on Recommendation Four ...... 59 6.5.1 Create a province-wide information management program for emergency departments ...... 59 6.5.2 Apply Better Practice consistently...... 60 6.5.3 Use whole-system planning to manage complex issues...... 60 6.5.4 Develop solutions related to the patients’ journey...... 61 CONCLUSION 66 APPENDICES 67 APPENDIX 1 CEO LEADERSHIP COUNCIL BRIEFING NOTE (APPROVED: NOVEMBER 18, 2002) 68 APPENDIX 2 PROVINCIAL EMERGENCY SERVICES STEERING COMMITTEE TERMS OF REFERENCE 70 APPENDIX 3 SHORT-TERM TASK GROUP MEMBERSHIP LIST 73 APPENDIX 4 INFORMATION MANAGEMENT SUB-COMMITTEE MEMBERSHIP LIST 75 APPENDIX 5 STAKEHOLDERS, CONTACTS AND OTHER CONTRIBUTORS 76 APPENDIX 6 DATA SOURCES 78 Emergency Departments...... 78 Emergency Room Visits for BC Hospitals by Health Authority and Health Service Delivery Area 2000/01, 2001/02 and 2002/03 ...... 83 Non Scheduled Emergency Room Visits for 2000-01 and 2001-02 ...... 87 APPENDIX 7 SURVEY QUESTIONNAIRE TEMPLATE & LIST OF SURVEY PARTICIPANTS 89 APPENDIX 8 JOINT PLANNING WORKSHOP 93 APPENDIX 9 TOP FIVE LIST 99 Provincial Emergency Services Project – Short Term Task Group “Top 5 list” of issues & solutions: February 6, 2003 ...... 99 SHORT → LONG TERM SOLUTIONS ...... 104 SHORT → LONG TERM SOLUTIONS ...... 105 APPENDIX 10 WINTER ACTION PLANS 106 APPENDIX 11 BIBLIOGRAPHY 111
short term task group progress report – april 2003 2 EXECUTIVE SUMMARY
In Chapter 1, we set out the purpose of this Progress Report, which is to improve emergency health services in British Columbia (BC). Pressures in Emergency Departments (ED) are due in part to demands upon the service, the supply of resources to meet the demands and the way in which supply and demand are managed. At times, these pressures create serious problems and may even result in unsafe patient care situations. Staff working in the ED experience frustration as they struggle to provide a safety net for more systemic problems. We acknowledge the significance of these problems and the urgent need for remedies. The work presented here will only partially address these very grave concerns. This Progress Report focuses on immediate actions that can be implemented without delay for modest costs. Therefore we have concentrated on those actions most likely to create the greatest impact. Recognizing both the pressures and the urgency, we have tried to identify “leverage points” where strategic actions can have big effects.
Chapter 2 sets out the Background for the Provincial Emergency Services Project (PESP), including the project structure with a Steering Committee, Short Term Task Group (STTG) and Long Term Task Group (LTTG). We describe briefly the activities that led to this Progress Report, including a survey, a workshop and review meetings. Time did not allow us the opportunity to interview patients or their representatives about their experience of emergency health services in BC; we plan to remedy this in the next phase of work.
Chapter 3 is a brief summary of published research that illustrates some of the “Better Practices” used around the world to address ED pressures. The most useful published references from the international literature are described briefly. We also note relevant reports from other Canadian jurisdictions and summarize recommendations from the 1998 report of the Lower Mainland/North Shore/Fraser Valley Emergency Services Coordinating Committee. Two principles emerged from this literature review: 1 The co-ordination of emergency care services is as important to the outcome of emergencies as the individual components. 2 The notion of inappropriate or unnecessary attendance at any point in the health care system is being superseded by the idea that services may be inappropriate, rather than the individuals seeking care.
In Chapter 4 we present information used by the STTG to assess the situation. The first section provides some quantitative information about BC’s EDs. This shows the great variation in utilization and some of the differences between rural and urban settings. The greater concern though, is that data are gathered inconsistently or not at all, so it is impossible to analyze problems such as waiting times. The STTG identified data integrity and information development as a major area for improvement.
Also in this chapter, the second section presents results of a survey about pressing issues affecting EDs in each Health Authority. Many concerns were identified, but nurse staffing was by far the most serious. Issues related to ambulance services also ranked highly, as did through-put in the ED, and availability of specialists and diagnostics. The STTG then validated the top issues from the survey as shown below (Exhibit E1). short term task group progress report – april 2003 3
Exhibit E1 Priority Issues Identified by Short Term Task Group
Issues from survey Nurse staffing Prehospital transport Specialist availability Interhospital transport Diagnostic facilities Emergency physician availability Ambulance service regions Throughput through EDs Lack of available beds Overcrowding
Chapter 5 identifies opportunities for improvement in BC emergency services. It is based on three sources: a survey of Better Practices already used in each HA, a workshop with an outside expert that generated many suggestions, and a prioritizing process with the STTG. “Short-term” opportunities were defined as • reasonably expected to be substantially implemented by March 31, 2004, • within a health authority’s mandate, • reasonably manageable in the context of the many competing priorities, • less dependent on recruitment of skilled staff.
Our survey revealed that many excellent innovations are already underway around BC. Again, we referred the survey findings about the HAs’ Better Practices to the STTG for validation. They identified several priorities for applying these good ideas more consistently:
Exhibit E2 STTG Priority Improvement Opportunities
Canadian Triage Acuity Scale Educating staff and patients re. community services Community care staff support specific populations Standard protocols Specialized clinics especially in ambulatory areas Advanced practice nurses Daily bed meeting with all managers Utilization management and bed allocation policies Overflow beds (“flex”) Discharge planner based in ED Home-care support to transition patients
short term task group progress report – april 2003 4 Later in Chapter 5, we present the main themes for improvement that came out of the workshop and subsequent STTG discussions:
1. Improve information management. The one issue that dominated discussions with STTG members was information management. Consistent data collection, meaningful performance indicators and information management systems are important for quality monitoring and planning, as much as for improving individual patient care.
2. Use the Canadian Triage and Acuity Scale consistently and appropriately in all EDs. CTAS is a tool for providing and monitoring patient care as well as for planning. Presently CTAS is used inconsistently in BC EDs.
3. Identify within each HA a senior executive to lead system-wide planning for emergency services. Such a role will ensure that emergency services issues are addressed holistically at a strategic level in the organization. This executive would lead the organization in linking key concerns and issues with appropriate management action. To be successful, the STTG recommends that this role would require organizational supports.
4. Develop systems to coordinate and manage access to in-patient and diagnostic resources. At the policy level, this might include, for instance, the ability to admit or discharge patients at all appropriate times. From a structure perspective, this might involve hiring bed utilization managers or hospitalists.
5. Develop processes for community co-ordination and planning. Success in the Lower Mainland suggests wider use of regional plans for ambulance diversions. Community co-ordination may also lead to expanded home care support or home nursing services delivered from EDs.
In Chapter 6, the Progress Report first provides general recommendations with some ideas that could be used at the HA level. These ideas will require local adaptation so we have provided only high-level guidance rather than concrete details.
Second, each theme results in some “immediate actions”, those steps that can be implemented at once. All of these are measurable and specific, with action statements and timeframes.
Third, recognizing that many of the problems require system-wide changes, some issues will be referred to the Long Term Task Group. We have provided some supporting information for these to assist the LTTG to build its work-plan. Even these have some immediate action steps identified so as to ensure continuity in taking this work forward.
short term task group progress report – april 2003 5 Recommendation 1 HAs should develop better information that can contribute to better performance
1.1 Create a plan for a province-wide information management program for EDs.
1.2 Ensure that appropriate patient care protocols are available in all EDs for high-risk or high-volume care. Adherence to protocols should be part of the monitoring system.
1.3 Create indicators of performance for emergency services.
1.4 Use CTAS consistently and appropriately in all EDs.
1.5 Assess feasibility, success factors and other requirements for the information system.
1.6 HAs should analyze their EDs using the CAEP framework, as a helpful basis for tailoring policies and redesign activities to local needs.
1.7 Undertake periodic patient satisfaction surveys within EDs.
Recommendation 2 A senior executive should lead system-wide planning for emergency services within each Health Authority
2.1 HAs should appoint an executive lead for emergency services by June 1, 2003.
2.2 HAs should identify or confirm by June 30, 2003 the resources required in each HSDA for clinical leadership in emergency services.
2.3 HAs should work with PHSA to develop appropriate educational sessions for all the executive and clinical leaders in emergency services.
Recommendation 3 HAs should develop systemic approaches to coordinate and manage access to in-patient and diagnostic resources
3.1 HAs should create the coordinating capability for facility-wide access to in- patient beds. This would include the ability to admit or discharge patients at all appropriate times, 24/7. This could include use of hospitalists, linkages to other services, and methods to give patients and care-givers instructions and information. 3.2 HAs should create mechanisms to identify and release in-patient beds for use of emergency admissions on a proactive basis. 3.3 HAs should undertake a planning process in each hospital to identify the daily and seasonal average number of beds required each day for emergency admissions, and create a proactive process to make these beds available. 3.4 HAs should ensure that every regional hospital (or any hospital with ED visits greater than 20,000 per annum) has an assigned bed utilization manager or access director and a bed utilization management process. Where this is short term task group progress report – april 2003 6 not already in place, this individual should be hired by June 30, 2003 with a mandate to address the recommendations above.
3.5 Discussions should proceed immediately through the LTTG to create a plan of work related to guidelines and protocols to meet clinical needs in emergency services.
3.6 PHSA and the other HAs should develop a plan to build a network of peer- based process improvement resources (“better practice experts”) to share information about improving emergency services.
Recommendation 4 HAs should improve outcomes and access through better co-ordination in planning community services.
4.1 HAS should explore the following approaches to improve coordination with community services: a. Develop an unscheduled services team within each community to manage “after-hours” utilization, to include representatives from appropriate community organizations, BCAS and primary care. b. Create regional plans for ambulance diversions to alternate facilities, to avoid inpatient bed congestion as well as ED congestion. c. Where workload merits, expand 24/7 home care support and home nursing services delivered from EDs. d. Create mechanisms to supply services into the community for common non-emergent conditions or care requirements that may result in an ED visit or in-patient hospitalization. e. Build a “whole systems” approach to partnerships. This requires a multi-agency planning group that meets regularly to discuss issues around capacity, demand levels and access. f. Create communication plans that support both strategic goals (e.g. public education) and operational goals (e.g. to link front-line managers). 4.2 Each HA should appoint a team led by a designated staff person to organize a joined-up planning approach. The first meeting of this team should occur before June 30, 2003, with preliminary plans completed by September 15, 2003.
4.3 PHSA and the HAs should develop a planning framework and educational resources to support this joined-up planning work.
4.4 PHSA will convene a meeting of HAs by September 15, 2003 to identify any common resource requirements for this work
5.0 Recommendations for the longer term
short term task group progress report – april 2003 7 5.1 PHSA will continue work with MoH/S staff to develop data sources that will build the picture of emergency services in BC.
5.2 Regarding training requirements for ED clinicians, PHSA will develop a briefing note and proposal to take to the LTTG.
5.3 HAs should examine whether and how non-nursing duties in EDs are affecting access, throughput and performance in their emergency service system.
5.4 Identify structure and resources required to implement a redirect and critical care bypass system throughout the province.
5.5 HAs should use a system planning approach to analyze how access to specialists and specialized facilities could be enhanced.
5.6 Regarding public education programs, PHSA will develop a briefing note and proposal to take to the LTTG.
5.7 Regarding mechanisms to support unscheduled care of individuals living in residential care facilities, PHSA will develop a briefing note and proposal to take to LTTG.
5.8 PHSA will develop a briefing note and proposal to take to LTTG about support mechanisms for those suffering from concurrent serious mental illness and substance misuse.
Appendices to the Progress Report provide important background material. These include the STTG and committee membership, names of those consulted and those who participated in the survey, data sources, the survey tool, workshop notes, the STTG “Top Five Issues and Solutions” list, briefing note on Winter Action Plans and the Bibliography.
This progress report has gathered the helpful suggestions of many committed individuals dedicated to the improvement of emergency services across BC. We are confident that the recommendations could make a difference in service delivery, as well as improving patient and staff satisfaction and system effectiveness. Ultimately it will be up to clinicians and mangers within HAs to determine whether and how to implement any of these suggestions as part of their redesign plans for emergency services. PHSA is willing to support these teams within the HAs as appropriate.
Our aim is to put patients and their families at the very centre of improved emergency health services. They need to have confidence that their problem will be quickly identified by appropriately qualified staff and, if treatment or hospitalization is needed, that this will be delivered quickly and to a high standard.
The LTTG will continue with this important work. As we strive to improve performance in our emergency services, there is much to be done and much to learn. All agree that we want staff working in BC’s emergency services to be able to practice their professional skills in an environment they can be proud of. And we want patients to receive the best emergency services we can provide.
short term task group progress report – april 2003 8 CHAPTER 1 INTRODUCTION
The Provincial Emergency Services Project (PESP) was launched in November 2002 as the first collaborative, province-wide approach to improve access to and the effectiveness of BC’s emergency health services system
Based on the Performance Agreements between the Ministry of Health Services (MoH/S) and all health authorities (HAs), the Provincial Health Services Authority (PHSA) coordinates the PESP on behalf of all the Health Authorities.
This project focuses on the inputs, internal processes, and outputs of hospital EDs. The primary problem facing all of BC’s HAs is that current approaches to the management of emergency and elective care are not effective in addressing and preventing capacity problems and their outcomes such as disrupted scheduled cases and excessive waiting. This is a whole system problem that requires collaborative planning across all sectors. The solutions must include the EDs, but also involve the acute, primary and community care sectors.
Our approach addresses this “system functioning” problem collaboratively across all HAs since they are the service providers. Redesign initiatives are already underway within each HA. This project is not intended to duplicate these, address restructuring, or review operations. Rather, this project builds on the excellent work of each HA as it strives to improve emergency care in its communities. The focus is on province-wide systemic solutions and improvements through the sharing of ideas and innovative strategies.
This report summarizes progress from November 2002 to March 2003. It is built upon the work of experts and stakeholders−not just those directly involved in the project, but also many others who contributed information and ideas. Time did not permit us to interview patients or their families about their experience of emergency health services in BC; we hope to remedy this in the next phase of this work.
This progress report is intended to satisfy the MoH/S/PHSA performance deliverable for 2002/2003:
Direct and support the process, with all other HAs and MoH/S, to develop guidelines to better manage demands on the emergency health services in the acute hospital system. The process will include a
short term task group progress report – april 2003 9 review of literature research, as well as practices and performance in other jurisdictions. The product during 2002/2003 will be a set of guidelines and best practices in the management of emergency health care, including reporting requirements, measures and assessments of service co-ordination. These guidelines will be adopted by the HAs.
A more immediate purpose of this report and the work it represents is to assist all HAs as they improve emergency services. It also provides the foundation for longer-term improvements and better practices for improving emergency services throughout BC.
Chapter What you will find Key messages 1 Introduction • Whole-system problems Purpose • Collaboration not duplication Performance • Addresses PHSA and HA Agreement details Performance Agreement deliverables. 2 Background • Short Term and Long Term Task What we are trying to Groups at work achieve • Experts and stakeholders helped Our approach identify “Better Practices” 3 Literature Review • Co-ordination is critical Summary of • Inadequate or inappropriate international research services, not inappropriate patients • “Leverage points” to manage demand for services • Common problems, many solutions 4 Issues facing BC’s • Inconsistent data collection Emergency Services • Nurse staffing is the #1 problem; HSDA Survey results Throughput is problem #2 STTG view • Other problems include ambulance services and access to specialists and diagnostics 5 Opportunities for • Better Practices for short-term Improvement action HSDA Survey results • Key themes are information Workshop results management, CTAS, executive Key themes from STTG lead for ED, internal coordination, external collaboration. 6 Recommendations • The recommendations could make General a difference in service delivery, as recommendations well as improving patient and staff Immediate actions satisfaction and system Longer-term answers effectiveness.
short term task group progress report – april 2003 10 CHAPTER 2 BACKGROUND
2.1 The role of the PHSA
The Provincial Health Services Authority (PHSA) is one of six health authorities in BC. Its mission is to promote and deliver accessible quality health services for all British Columbians through an integrated health system.
The PHSA fulfills its mission in five ways. It: • ensures the delivery of quality specialty and province- wide services; • sets directions and develops province wide standards; • allocates resources to support optimal health outcomes; • measures, monitors, and reports on performance, and • fosters the creating of knowledge and innovation through research and teaching.
Emergency Services is a priority system performance improvement deliverable assigned to the PHSA by the MOH/S as a part of its 2002/2003 Performance Agreement. This deliverable is also found in the Health Authority (HA) Performance Agreements with the MOH/S.
A Briefing Note entitled PHSA Priority System Performance Improvement: Emergency Services was approved by the CEO Leadership Council on November 18, 2002 (Appendix 1). The Briefing Note reflects the culmination of discussions to clarify the performance deliverables between MoH/S and the PHSA. This document was the starting point for the project.
Therefore, as part of its coordination responsibility, PHSA is leading this collaborative province-wide project to improve access to and utilization and effectiveness of emergency services throughout B.C. Any recommendations from this project that are approved by the CEO Leadership Council will be subject to a comprehensive implementation plan agreed to by all HAs and the MoH/S. Implementing these recommendations may require the participation of others who are involved in introducing innovation into other areas of the health care system such as community and acute care sectors.
short term task group progress report – april 2003 11 2.2 Our objectives and goals
This project aims to improve care for patients who require unscheduled care in BC EDs. We have not taken the popular view that people seeking care do so inappropriately; instead we have considered ways to provide appropriate services to meet public needs. In this project we also endeavour to find ways to support the clinicians working in emergency services, including BCAS. We recognize that staff and managers throughout the HAs are all working to improve the system of care, of which emergency services can only be one part.
PHSA and the regional HAs have approached this as an opportunity to develop a collaborative provincial effort to improve ED utilization and care. Many of the enabling strategies will take time to develop and implement. Meanwhile, there are ongoing and emergent problems that place hospitals in a state of continual stress. Therefore we need some immediate solutions while we develop systems for lasting improvements.
With the short and long term opportunities in mind, the PHSA is coordinating and supporting a two-stage approach, using two task groups plus a province wide steering committee.
2.3 Accountability
The Provincial Emergency Services Steering Committee (PESSC) was established to provide strategic direction and overall management of the Project. The Steering Committee is accountable to the CEO Leadership Council, through the CEO of the PHSA (Appendix 2). The Ministry of Health Services and all HAs are represented by executives with an interest or responsibility for emergency services, so their system perspectives have provided an essential context for this work. The PESSC has met regularly and has reviewed and revised this progress report. Committee members also provide the informal linkage to members of the CEO Leadership Council. In addition, and of great importance, the PESSC members will provide project oversight and continuity as we make the transition from the work of the task groups to implementation in the field.
The first planning team is a time-limited “Short Term Task Group” (STTG) to address emergent issues and recommend immediate solutions that can be implemented within a year. The STTG comprises service providers from various EDs
short term task group progress report – april 2003 12 within HAs, plus staff from MoH/S, and other service sectors (Appendix 3). The STTG’s key roles were as follows: 1. Identify & prioritize emergent problems and recommend innovative solutions. 2. Develop a common understanding and determine the “better practices” in ER management. 3. Identify gaps (including rural versus urban) and recommend opportunities for improvement.
To date, the STTG has held four meetings, including an all-day workshop to examine issues and short-term solutions. It also completed a survey of health authorities to determine priority issues. This initiative is not meant to duplicate the current good work of health authorities and hospitals, but rather to build on it; the purpose is province-wide system improvements. Accordingly, the STTG received a research assessment (Chapter 3) which summarized the major findings of relevant studies, including the 1998 Lower Mainland Emergency Report. Project staff also reviewed similar studies from other provinces, the BCMA Section of Emergency Medicine presentation “ED Overcrowding”, and a draft 2003 report from the Vancouver Coastal Health Authority (VCHA).
The STTG has used its collective expertise, and the resources of outside expert advice (Appendix 5). It identified and examined the emergent problems and recommended the solutions described in this Progress Report. At the last meeting of the STTG, March 11, 2003, this report was reviewed and revised.
The second team, with a mandate for the longer-term reform of the Emergency Services System, we have called the “Long Term Task Group” (LTTG). This planning group is responsible for identifying redesign options that will effect major long- term changes in the provincial emergency services system; the group will likely report on its findings by fall 2003.
short term task group progress report – april 2003 13 CHAPTER 3 LITERATURE REVIEW
3.1 Improving BC’s emergency services – a brief summary of published research
This summary has been prepared to illustrate some of the better practice solutions that were considered by the Short- Term Task Group. A literature review of emergency services was one of the pre-planning activities that helped to create a conceptual framework for the project. This background information was intended to stimulate discussion with the STTG and Steering Committee about which solutions would be feasible and worth pursuing in the BC context. The review comprised three areas: • The most useful published references from the international literature are described briefly. • Relevant reports and reviews from other Canadian jurisdictions are noted with some commentary. • Relevant recommendations from the 1998 report of the Lower Mainland/North Shore/Fraser Valley Emergency Services Coordinating Committee are summarized.
Two principles emerged from this literature review: 1 The co-ordination of emergency care services is as important to the outcome of emergencies as the individual components.
2 In recent years, the view that health services may be inappropriately or unnecessarily used by individuals seeking care is being superseded by the idea that health services themselves may be inappropriate or inadequate.
The main problem facing all health authorities (HAs) is that current approaches to the management of emergency care have not been adequate to prevent capacity problems of overcrowding and bumping of elective cases and the outcomes related to this. Hospital EDs are often blocked with admitted patients waiting for in patient beds. Maintaining capacity for emergency care is especially difficult in smaller hospitals and communities where “rogue waves” or workload surges may overwhelm staff and resources. This is a “whole system” problem that requires collaborative planning across all care sectors and especially throughout the acute care sector, plus shared responsibility for implementing and managing solutions.
During the 1990s, the literature focused on "inappropriate" ED visits and strategies to triage these visits away from the short term task group progress report – april 2003 14 ED. By the late 1990s, the demonstrated risks of denying emergency care and analyses of system costs led to renewed focus on the critical role of the ED as a safety net provider. The notion of inappropriate or unnecessary attendance by individuals seeking care at any point in the health care system is being superseded by the idea that services may be inappropriate or inadequate. This, together with an increasing awareness that consumers make active choices to use services based on their preferences and knowledge has highlighted the importance of providing better information about services.
Exhibit 3.1 a systems model for managing demand for emergency health services
Source: SRG Consulting 2003
Four leverage points to manage demand for emergency health services
Managing Accessing Dealing with Improving unscheduled specialist care in congestion in community demand hospitals the ED linkages
Review OR Improve the linkages practices to Ensure that clients between acute and Develop specialty make best use of throughout the primary care, networks to resources year- system receive especially for support local round. timely, appropriate secondary prevention providers. care through and early diagnosis Address impact collaborative programs. of high hospital planning by primary Refine referral and occupancy. care, acute care and transfer home and Work with BCAS, arrangements. Coordinate community care Nurseline, bcbedline, planning to programs. Community Health prepare for rapid Develop modern Centres and other assessment and approaches to Develop “pathways community providers treatment of hospital-based home” for patients to develop medical patients specialty care. referred for alternatives to presenting as emergency hospital-based care. emergencies. treatment to
specialty centres. Introduce streaming methods for assessment and treatment in EDs.
short term task group progress report – april 2003 15
Many jurisdictions have demonstrated “better practices” that could be the starting point for BC’s efforts. Therefore, it is necessary to think about all the possible “leverage points” or strategic junctures in the system where such guidelines could be effective.
The model shown in Exhibit 3.1 organizes and synthesizes the better practices described in the literature into a systems approach to better manage demands for emergency health services. Each of the leverage points provides a focus for strategic action. Two caveats apply to any tactics aimed at service change: Nicholl et al, in their review of evidence for the provision of emergency services argue that the co-ordination of emergency care services is as important to the outcome of emergencies as the individual components. Roberts and May warn that “simply transferring interventions which succeed in one setting without understanding the underlying process of change is likely to result in unexpected consequences locally.” The following sections describe in more detail the origins and features of these leverage points and the better practices that have been implemented there.
3.2 Leverage Point One: Managing unscheduled demand
Australia’s Monash Institute developed and evaluated a triage screening system in 2000-01(Monash Institute of Health Services Research). As with the Canadian Triage and Acuity Scale (CTAS), the Australasian Triage Scale (ATS) was developed to prioritize patient care and provide a consistent approach to triage practice at a national level. Triage decisions are made in response to the patient’s presenting signs or symptoms and no attempt to formulate a medical diagnosis is made. The allocation of a triage category, for example using the ATS, is made on the basis of necessity for time-critical intervention to improve patient outcome, potential threat to life or need to relieve suffering. The decisions made by a triage nurse are a pivotal factor in the initiation of emergency care. Therefore the accuracy of triage decisions is a major influence on the health outcomes of patients.
Certain ambulance systems in North America are known as "High Performance Emergency Medical Systems" (HPEMS). EHS Nova Scotia has adopted many of the principles of HPEMS, including response time reliability, use of System
short term task group progress report – april 2003 16 Status Management, and performance measurement including benchmarking tools for system quality improvement.
In a Los Angeles hospital study reported in 2002, Washington et al. investigated the effects on health status and access to care of systematically referring patients with non-acute conditions to next-day primary care. They concluded that clinically-detailed standardized screening criteria can safely identify patients at public hospital EDs for referral to next-day care.
Fortune (2001) examines the issue of telephone help lines for an Irish ED after a first attempt at formal telephone triage failed. In hindsight, this was attributed to inadequate research into the topic and lack of staff motivation. An overview of the international literature addresses both the positive and negative sides of a telephone helpline. This suggests that telephone support can be successful but advises the use of formal protocols, training of staff and accurate documentation.
Cooke et al. assess whether a separate stream of minor injuries care in a UK ED decreased the waiting time, without delaying the care of those with more serious injuries. The introduction of a separate stream for minor injuries can produce a 30% improvement in the number of trauma patients waiting over an hour. If this is associated with an increase in consultant presence, it may be possible to achieve a 50% improvement in decreasing the number of patients enduring long waits.
GP-registered, “inappropriate” attendees at EDs tend also to utilize primary care services more. Martin et al. demonstrate that this pattern of service utilization appears unrelated to chronic physical illness. Thus, simply providing new, directly accessible primary health care services may not significantly reduce ED use. Coleman et al demonstrated that monthly group visits can reduce ED utilization for chronically ill older adults. ED utilization by chronically ill older adults may be an important sentinel event signifying a breakdown in care coordination. A primary care group visit (i.e., several patients meeting together with the provider at the same time) may reduce fragmentation of care and subsequent ED utilization. These reports are consistent with the Chronic Disease Management approach now underway in BC HAs as part of primary health care renewal.
In Melbourne, Australia, an Emergency Demand Coordination Group aims to better understand emergency demand focused preventive initiatives. It provides a broad description and overview of the literature about models of care and interventions that are relevant to preventive initiatives. short term task group progress report – april 2003 17
3.3 Leverage Point Two: Accessing specialist care in hospitals
Ardagh et al. examine the effect of a rapid assessment clinic for patients presenting to an urban ED in New Zealand. Jaklevic describes a similar program in Chicago. The rapid management of patients with problems which do not require prolonged assessment or decision making is beneficial not only to those patients, but also to other patients sharing the same limited resources.
Expanding the scope of nursing practice in the ED, including increasing the numbers of emergency nurse practitioners (ENPs) is recommended by the UK Audit Commission (1996). ENPs are normally able to diagnose, treat, and refer or discharge patients without reference to a doctor, providing they follow agreed protocols. Recent evidence appears to confirm that ENPs can make a difference to the care received by patients. In a randomized controlled trial by Sakr et al (1999) to assess the care and outcome for patients with minor injuries managed by a nurse practitioner or junior doctor, nurse practitioners working with agreed guidelines provided care that was equal to and in some respects better than care provided by junior doctors.
Nicholl et al (1998) reported some evidence that patients attended by senior doctors following major trauma have better outcomes, but also noted that patient outcomes may be related to the experience of those senior doctors in managing major trauma. However, simply increasing the number of senior doctors may reduce the exposure each has to the patient and ultimately reduce the benefits to patients. Other evidence of the importance of senior medical personnel was identified in a confidential enquiry into short term emergency admissions (Denman-Johnson et al, 1997). An expert panel considered that a senior specialist opinion in the ED would have prevented admission in most of the potentially avoidable admissions observed (9.5% of all admissions).
3.4 Leverage Point Three: Dealing with congestion in the ED
Although much work has been done evaluating causes for increased demand for ED services, few ways are available to help determine that an individual ED is overcrowded. Reeder and Garrison have developed calculations using real-time data for accurately diagnosing an ED with potential for failing both as a safety net and as a source for quality health care. Based on these, predetermined processes can be instituted to short term task group progress report – april 2003 18 help remedy the overcrowded situation. Trended over time, the ratios can also provide the data needed for better resource assessment, planning, and allocation.
Athey and Stern analyze the productivity of information technology in emergency response systems. The impact of E911 on health outcomes is assessed using Pennsylvania ambulance and hospital records. As a result of E911 adoption, patient health measured at the time of ambulance arrival improves, suggesting that E911 enhances the timeliness of emergency response. Further analysis using hospital discharge data shows that E911 also reduces mortality and hospital costs.
Emergency ambulances traditionally inform receiving hospitals of impending arrival of patients only in instances of load and go situations, which on average constitute less than 5% of ambulance runs. Anantharaman and Swee describe a comprehensive electronic ambulance case record created as a pilot project in Singapore between three emergency ambulances and the busiest ED there. All information captured by the ambulance crew, including vital signs information and ECGs, was transmitted to the ED via the public mobile data network. It is only a matter of time before enhanced features such as electronic data collection at patient site, voice activated data entry, transmission of data from site, automated ambulance audits and an enhanced level of professional care in the ambulances become common-place reality.
Increasing the availability of inpatient beds is particularly important in responding to workload surges through the ED. Not surprisingly, the UK Department of Health, in its National Beds Inquiry, focuses on Alternate Level of Care as the most important factor. A major outcome of this large scale inquiry was the recommendation to reduce hospital occupancy rates.
3.5 Leverage Point Four: Improving community linkages
A model of ED case management consisting of a social worker and a nurse case manager can prevent inappropriate admissions, improve discharge planning, decrease cost, and enhance patient satisfaction. Bristow and Herrick describe how a case management dyad team can decrease utilization of the ED for non-emergent visits, promote the use of community resources, and improve discharge planning to avoid excessive costs.
The notion of the Extra-Mural Hospital was introduced in New Brunswick as a means of providing acute care to people
short term task group progress report – april 2003 19 in their own homes. The first unit was established in Woodstock in 1981, and it was extended throughout the province over the next 10 years. The Extra-Mural Hospital is considered to be an integral part of the health care system, providing a range of services.
In Denmark, adults having four or more out-of-hours contacts in a year (10% of all contacts) were defined as ”frequent attenders” and strongly associated with frequent contact out- of-hours (Vedsted, 2001). The authors suggest that intervening to optimize their care during the day is likely to have an impact on their need for care out-of-hours.
A major restructuring is underway in Ontario in the delivery of a wide range of public services, including healthcare, public transit, and ambulance services. The resulting trends in these three industries have converged in a number of models for the delivery of non-emergency patient transfers. Hospitals now find themselves involved in the business of transportation, using new partnerships, making new choices, and managing the movement of stable patients between sites, to medical procedures, and home.
Winter is a season of extreme pressures for a variety of reasons: children and people with chronic illness suffer from the weather as well as flu and other communicable diseases; staff experience higher rates of absence due to illness; and weather-related trauma also increases. Media reports of emergency room waits, cancelled operations and ambulance diversions create public anxiety and political pressure to “do something”. These factors warrant a special focus on coping with winter pressures. All of these issues have been addressed in the UK where NHS reports provide numerous helpful recommendations.
The notion of inappropriate or unnecessary attendance at any point in the health care system is being superseded by the idea that services, rather than individuals’ use of health services, may be inappropriate (Nicholl). This, together with an increasing awareness that consumers make active choices to use services based on their preferences and knowledge has highlighted the importance of providing better information about services. For instance, in PEI the Queen Elizabeth Hospital has provided guidelines for determining if one should go to the ED or seek out an After Hours Clinic if one is unwell.
short term task group progress report – april 2003 20 CHAPTER 4 ISSUES FACING BC’S EMERGENCY SERVICES – WHAT WE LEARNED
In order to support the work of the two Task Groups, we attempted to provide some factual data that would paint a picture of the current scene and the key issues. This chapter describes the methodology used to gather data, the results of our research, and the synthesis of this research into a picture of issues affecting BC’s EDs. First we present some descriptive quantitative data gathered with assistance of MoH/S staff in Victoria; then we present the results of a telephone survey of key informants in each Health Service Delivery Area (HSDA).
4.1 The differences among BC’s many EDs
At the outset, we attempted to construct a picture of BCs emergency services from centrally-collected data. In all there are 99 EDs operating in BC’s 106 hospitals. Recent organizational changes are reflected in Exhibit 4.1 below, which summarizes the distribution of EDs by HA. (Full details for all data tables are in Appendix 6.)
Exhibit 4.1 Emergency Services by HA – 2003
Emergency Services based on bcbedline Records Total Open Total Health Authority EDs 24h <24h No ED sites Fraser 12 12 1 13 Interior 33 23 10 3 36 Northern 25 19 6 25 PHSA 1 1 0 3 4 Van. Coastal 14 9 5 0 14 Van. Island 14 12 2 2 14 99 76 23 9 106
Source: bcbedline 2003
This high-level table naturally masks much detail. When we look at the number of visits at each ED, as shown in Exhibit 4.2, much greater variation is apparent. A large number of hospitals with relatively fewer emergency visits can be seen in the Interior, Northern and Vancouver Coastal Health Authorities. The Canadian Association of Emergency Physicians has proposed a classification system for rural hospitals. Although time did not permit its application for this exercise, we refer to this classification system later in the recommendations.
short term task group progress report – april 2003 21
Exhibit 4.2 ED visits by hospital and HA, 2001/02
Source: MoH/S 2003
10 8 6 4 Interior Fraser Northern
Number of of Number 2 Vancouver Island Vancouver Hospitals (n) Hospitals Vancouver Coastal Vancouver
0 PHSA
? 9 9 9 9 9 9 9 9 9 9 9 9 9 9 921 499 99 1-4999 -9999 6499 6999 84 00 0- 0- 00-499900-549900-5999 50 000-1 000-1 000-249000-299 0 0 0 00 00 5 0 5 10 1 2 2 30000-34935000-3999940000-4499945 50 55 60 65
Number of ED Visits
6 Strategic Resource Group SandR AssociatesG
short term task group progress report – april 2003 22
The actual ED utilization in each region also shows a considerable range. There are many reasons for this, including historical practice, availability of walk-in clinics, access to full- service GPs or other community-based services, underlying morbidity, and social determinants of health. Exhibit 4.3 shows the rate of utilization by HSDA based on population in 2000/01 and 2001/02. ED utilization rates range from 2200 to 6300 visits per 10,000 population−almost a three-fold difference. Although no conclusions can be drawn from these data, there are certainly many interesting questions that could be explored at the HSDA level.
Looking at change in utilization between 2000-01 and 2001- 02, we can also see significant variation. Notably, most HSDAs experienced a decline in rates for utilization of the ED, some as high as 15% fewer visits based on population. One large increase appears to be due to anomalous data, and two other HSDAs had single digit increases. We can offer no explanation for the overall decline or for the variation among HSDAs. However, all these raise important questions about root causes of emergency demand.
short term task group progress report – april 2003 23 Exhibit 4.3 Utilization rate for emergency visits by health region 2001/02
Source: MoH/S 2003
short term task group progress report – april 2003 24 Exhibit 4.4 Change in utilization rate for ED Visits 2000-2002
Source: MoH/S 2003
short term task group progress report – april 2003 25 4.1.1 ED data analysis lacks face validity
Unfortunately, when we tried to develop information about either the root causes or indicators of performance, we immediately ran into serious data problems. Exhibit 4.5 shows the results of our basic query about how many patients admitted to any hospital come through its ED. Both large and small hospitals have been unable to submit this data, so that meaningful analysis is impossible.
The STTG pointed out the lack of consistency, face validity, or even completeness of data routinely collected in EDs. Our efforts to analyze hospital occupancy, waiting time in EDs, waiting time for transfer to specialist care, and admitted patients in EDs were frustrated by these shortcomings. This issue of data integrity was tackled by the STTG and is addressed below.
Exhibit 4.5 An example of poor data (data sources deliberately obscured)
Source: MoH/S 2003
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short term task group progress report – april 2003 26 4.2 Surveying BC’s health authorities about emergency services
All health authorities were surveyed by telephone during December 2002 and January 2003. The key objectives for conducting the survey were:
1. Collecting baseline facility data for all EDs within BC;
2. Obtaining a “snapshot of the state of affairs" within EDs;
3. Obtaining a broad health authority-wide overview of what improvement initiatives are contemplated or have been implemented.
The survey results were not expected to be robust research- quality data; rather, they would be used by the STTG to assess the scope and scale of issues in the field, as a basis for problem-solving and building the short-term action plan. The review of current improvement initiatives would illustrate some possible actions that could be used elsewhere.
The picture in this “snapshot”- the focus and level of detail - depended on the level of responsibility, experience, and perspective of the participant. In some instances, participants were individuals who worked for and spoke about the issues affecting a single facility. In other instances, the participants were Chief Operating Officers for large Health Service Delivery Areas (HSDA). The number of individuals involved in each interview varied from a single person to a teleconference of ten people. In all, forty-seven (47) people participated (see Appendix 7). A single surveyor conducted all interviews to improve consistency.
4.2.1 ED data collection systems are not standardized
Each survey interview began by collecting very basic information about the ED facilities and emergency services within each area. This section of the interview included the following two questions: • Is ED data routinely collected (above and beyond ED visits/inpatient admissions)? and • What is the typical wait time for an individual requiring urgent care (CAEP level 3)?
In many instances, the ED data question evoked strong responses from participants who were unable to collect such information and yet felt it was critical to collect and analyze data from their ED(s). The lack of ED data collection also meant many of them were unable to respond to the question regarding typical wait times for urgent care. short term task group progress report – april 2003 27
Most facilities reported that urgent patients were seen within appropriate time periods. More to the point here, though, the participants also responded to this question about typical wait times by noting their lack of capacity to provide triage and/or the need for a standardized triage screening tool. ‘Standards’ were a recurring theme throughout the interviews. Again, this is a problem that affects analysis of root causes, as well as follow-up actions such as bench- marking, performance monitoring and evaluation of remedies.
4.2.2 Survey reveals many concerns, but staffing is “Problem Number One”
One of the objectives of the Emergency Services interviews was to obtain a “snapshot” of ED concerns across the province. This picture would assist the STTG to identify priority concerns, to develop hypotheses about root causes, and to consider province-wide opportunities for improvement.
In Section 2 of the survey, participants were asked to respond to the list of issues provided in the questionnaire, and then were given an opportunity to raise additional issues they felt impacted emergency services in their areas/facilities. The survey tool was based on work by the Canadian Association of Emergency Physicians (CAEP).1
Participants were also asked to prioritize their five most important issues from the questionnaire. To identify priority concerns, we weighted the issues: The total score for each concern was based on the actual number of citations, plus 1 additional point if the participants ranked the item fifth, or least concern to them; 2 additional points for 4th rank; 3 for 3rd rank; 4 for 2nd rank; 5 for 1st rank or most important issue. Based on the number of times an issue was cited and its priority then, it was weighted and rank ordered as listed in Exhibit 4.6.
In the section following, we provide a brief synopsis of participant comments for each issue (with the number of participants commenting shown in brackets after each comment). The synopsis follows the sequence of the survey questions, again based on the original CAEP source. Where appropriate for clarity, issues have been combined in the discussion.
1 www.caep.ca “Comparison of the urban and rural contexts of emergency medicine”
short term task group progress report – april 2003 28 Exhibit 4.6 HSDA Survey Participants’ Top 20 Issues
HOW ST ND RD TH TH ISSUES 1 2 3 4 5 Weighted RANK OFTEN CITED TOTAL Nurse Staffing 21 6 5 1 2 78 1 Prehospital crews 15 2 3 2 1 1 46 2 Geography 20 3 1 2 41 3 Specialist availability 16 1 2 2 2 1 40 4 Prehospital Transport 15 2 3 2 3 39 5 Interhospital Transport 19 2 1 1 3 38 6 Demographics 21 2 2 35 7 Extra ED support staff 19 1 2 4 30 8 Other – Bed availability/ 11 2 1 2 29 9 utilization management Diagnostic facilities 14 1 1 3 28 10 Continuing education 15 2 1 2 2 28 10 Options for referral 10 1 1 2 1 26 12 Other – Physical Plant/space 8 4 1 1 22 13 Initial patient nursing 9 2 1 20 14 contact Emergency physician 7 1 1 1 17 15 availability Ambulance service regions 11 1 1 16 16 Rate of encountering major 9 1 1 1 15 17 emergencies Procedures required of 11 1 13 18 family physicians Other - ED overcrowding 18 (moving ALC patients; 4 1 1 13 preventing inappropriate admissions) Other - throughput 2 2 12 20
4.2.3 Geography and demographics
Geography and demographics ranked 3rd and 7th respectively among issues affecting emergency services. Weather, distances and road conditions, complicated by the need for ferry, boat and/or air evacuation, affect most of the rural and remote areas of the province. Participants also cited geography (size of service area) and demographics (overall population) as issues in service provision for regional/tertiary referral centres.
A number of participants identified as an issue the increasing population of the service area or health authority. Nine (9) participants identified the number of elderly in the area as having a major impact. Participants also identified as a concern the number of “oldest old” and elderly people in remote areas. In addition to the size of the elderly population, short term task group progress report – april 2003 29 participants cited their complexity of care requirements and length of hospitalization, as well as a lack of home care and some specialized care (e.g., cardiac) as factors affecting ED services.
Participants recognized that social and cultural issues affected their ability to provide ED services, including: low income populations (and transportation); people needing mental health and alcohol and drug services; and various challenges associated with providing ED services to specific ethnic or cultural groups (e.g., First Nations, East Indian and Asian).
4.2.4 Pre-hospital transport and ambulance service organization
Pre-hospital transport and ambulance service regions ranked 5th and 16th respectively among issues affecting Emergency Services. The most prevalent issue in pre-hospital transport and ambulance service regions was air evacuation (n=12), specifically lack of capacity and the time required to transport.
Ground transport issues also focused on capacity and included: a need for more service (n=5); gaps in service (n=3); change of ambulances at halfway points; inability to meet optimum response time targets; and no ability to divert ground crews when necessary.
Participants cited BCAS policies and dispatch decisions as issues, particularly the policy that requires ambulance crews to deliver patients to the nearest hospital, rather than to the most appropriate one. Ambulance crews need to be able to bypass smaller EDs when the level of care requires it; they need to be able to ‘bypass’ tertiary facilities when that level of care is not required. This issue is tied to the pre-hospital crew’s ability to triage, their communication capability and support, and their possession of higher-level skills to stabilize and transport for longer distances.
One other issue in ambulance service organization is that the service regions do not match the health service areas.
4.2.5 Pre-hospital crews and inter-hospital transport
Pre-hospital crews and inter-hospital transport ranked 2nd and 6th respectively among issues affecting emergency services. There are three major issues with pre-hospital crews and inter-hospital transport: availability of crews and associated delays getting patients to higher level care (n=20); the need for higher skill level crews (n=14); and the need to send ED
short term task group progress report – april 2003 30 staff with patients because ALS crews are not available (n=16).
Participant responses indicate a need for more (and more timely) inter-hospital transport that does not require the attendance of ED staff -- for instance, if paramedics could manage IV medications. In remote areas, the availability of higher skill level crews is thought to be important due to the long distances traveled.
Participant issues related to the availability/timing of crews included: turnover and recruitment, stranded crews, inconsistent staffing, and on-call and volunteer crews. Participant issues related to crew skill levels included: variation in crew skills and inadequate training.
Participants also raised the following issues related to communication: a transport crew arrives when an ACLS crew is needed; a crew arrives but cannot transport due to lack of required skill; unnecessary use of high skill crews to transport patients for diagnostics; and facilities that do not know they must request the BCAS infant team.
4.2.6 Nurse staffing and initial patient-nurse contact
Nurse staffing and initial patient-nurse contact ranked 1st and 14th respectively among issues affecting emergency services. The shortage of nurses ranks as the major issue (n=16) in staffing, with the corresponding problems of recruitment and retention (n=10). Participants cited an increasingly difficult work environment, ED congestion, acuity and type of clientele as additional factors affecting recruitment and retention of ED nurses. In addition, some participants identified the need for additional casual nurses (n=5).
Funding was cited as an important issue in relation to: the number of RNs available; replacing RNs with LPNs; nurses covering multiple areas within small hospitals; the nurse- patient ratio; and an inability to provide training.
Issues related to education and training included: a lack of available ED trained nurses; not enough highly-qualified nursing staff in rural areas; a lack of consistency in training; and difficulty training other nurses to the ER.
In the area of initial patient-nursing contact, participants spoke of an inability to provide triage and the need for clinical protocols.
short term task group progress report – april 2003 31 The factors cited in nurse staffing and initial nursing-patient contact are interrelated and, taken together, pose a much larger concern than they do as individual issues. The lack of staff and increasingly difficult work environment (patient acuity) is occurring at a time when BC has the oldest average age of nurses (44.8 years) in Canada. There is an expectation that large numbers of these nurses will soon be retiring, or at least moving out of the more demanding area of ED nursing.
4.2.7 Emergency physician and specialist availability
Specialist availability and emergency physician availability ranked 4th and 15th respectively among issues affecting emergency services. Lack of manpower (recruitment and retention) is the most common issue participants raised related to specialists (n=5) and Emergency Room Physicians (n=5). In addition, in some HSDAs participants cited a lack of certain specialists (n=8), especially internal medicine.
Participants raised issues related to accessing physicians and specialists when they are on call, contacting them, and their response time. Participants also cited issues of perceived inequity in the ability to access specialists and deploy of specialists based on historical utilization.
Lack of physician manpower was cited as preventing a service area’s ability to switch from GPs to EPs, as well as the ability of specialists to find physicians to consult with or to accept patients. Some participants felt that fee-for-service payment is a poor funding method for EPs.
4.2.8 Diagnostic facilities
Diagnostic facilities ranked 10th among issues affecting emergency services. Participants raised the issue of service availability (n=10) and the fact that while certain clinical services were advertised as being provided, corresponding essential diagnostic services were not available.
Participants cited as major problems: the availability of technicians (n=8); availability of diagnostic services after hours (n=4); treatment delays due to lack of availability (n=3); the need to transport patients in rural areas to acquire needed services; and a lack of ‘point of care’ testing by mobile services. As a result of problems with access to diagnostic facilities patients may wait undue lengths of time in the ED. Alternatively, some may be admitted to hospital because waits for inpatient diagnostics are shorter than for outpatients.
short term task group progress report – april 2003 32 This was seen as a poor use of resources and a contributor to ED congestion.
4.2.9 Emergency demand
The rate of emergencies ranked 17th among issues affecting emergency services. While some participants noted seasonal increases, other participants noted a shift from seasonal peaks to an increasing or continued problem through the year. Issues raised as sources of the problem included: an inability to plan for continued high volumes, lack of capacity in the ER, and lack of capacity in the higher level referral centres.
4.2.10 Options for referral
Options for referral ranked 12th among issues affecting emergency services. Participants cited the following issues: a lack of options (n=3); limited capacity of higher referral centres (n=3); limited bed availability and access (n=3) and limited availability of specialists.
4.2.11 Procedures required of family physicians
Procedures required of family physicians ranked 18th among issues affecting emergency services. Participants noted a problem with physicians using the ED for non- urgent procedures (n=8). Participants also felt there were issues related to the skill level of family physicians in the ER, including: cardiac response (n=3), intubation/chest insertion (n=3), assessment and triage and ACLS.
4.2.12 Extra ED support staff
Extra ED support staff ranked 8th among issues affecting emergency services. Participants noted the following issues: no support staff at all (n=3); no specific support staff, i.e., porters, ward clerks (n=9), no community access staff (n=4), no multi-disciplinary teams (n=2), lack of RN support staff (LPNs and RTs) (n=3).
short term task group progress report – april 2003 33
4.2.13 Continuing education
Continuing education ranked 10th among issues affecting Emergency Services. Participants noted one issue above all others – lack of funding (n=12). In addition, the issue of staff availability to backfill was raised (n=4). It was also noted that BCAS staff required ongoing education.
The need for standards was another common theme raised by participants. They raised the issue of standards or standard practice in relation to: triage, ED staff and ambulance crew skill levels, and nurse/physician training, certification and competency review. Participants cited issues such as the need for increased nurse training in areas lacking physicians and the need to maintain ED skills and re-certify. Participants also raised issues related to lack of: mentoring, access to training, standardized training, hands-on training for technology, and experiential training for new grads.
4.2.14 Capacity of the system
One issue that was not included in the interview questionnaire but that was repeatedly raised by participants was the overall capacity of the system and its affect on the ER. The issue was raised in the following forms: bed availability and utilization management (ranked 9th); ED overcrowding– moving patients out of inpatient beds and preventing inappropriate admissions (ranked 18th); and as throughput (ranked 20th).
Participants were concerned that changes to the structure and the components of the system–closure of beds/facilities and changing the status of beds/facilities, i.e., acute to sub acute– all have an effect of the rest of the system.
Participants also noted that the availability of walk-in clinics and family physicians was a component of the overall system that directly affected the utilization of ERs.
4.2.15 Physical work environment
Physical plant/space ranked 13th among issues affecting emergency services. While this issue was not included in the interview questionnaire, it was raised by a number of participants (n=8)
short term task group progress report – april 2003 34 4.3 The Short Term Task Group validated the survey findings
The STTG members reviewed the survey data at several stages. The Chair asked them to confirm the HSDA issues and concerns, as well as possible solutions. This was done through a separate poll in which each STTG member prepared his/her own “Top Five Priorities” list. These were then collated and tabulated (Appendix 8). As shown in Exhibit 4.7, the results closely mirrored the survey participants’ priority issues.
Exhibit 4.7 Priority Issues Identified by Short Term Task Group (not ranked)
Issues from survey Nurse staffing Prehospital transport Specialist availability Interhospital transport Diagnostic facilities Emergency physician availability Ambulance service regions Throughput through EDs Lack of available beds Overcrowding Other STTG issues Level of competence in other EDs Overall capacity of system Data tools/ data base Configuration/ balance of acute care system Community capacity for discharge of patients Community support Management of psychiatry patients Lack of bed management systems
short term task group progress report – april 2003 35 CHAPTER 5 BETTER PRACTICES IN EMERGENCY SERVICES
Three separate phases of work helped to identify “better practices” or opportunities for improving emergency services in BC.
First, we asked about better practices in the telephone survey of all HSDAs during December 2002 and January 2003. As with the priority issues noted above, this was supplemented by an additional survey of our STTG members to capture their expertise and knowledge. We asked them to identify their “Top 5 Solutions”.
Second, PESSC and STTG members attended a workshop with an external expert. This session generated numerous suggestions for long and short-term improvements. The complete workshop notes were circulated to all participants for feedback and discussion.
In the third phase, we refined the long list of suggestions to focus on key action steps for moving forward in the short term. The STTG validated these action steps in an exercise conducted at their February 25 meeting. While it is obviously a relative term, “short-term” has been defined as those initiatives that would be: • reasonably expected to be substantially implemented by March 31, 2004, • within a health authority’s mandate, • reasonably manageable in the context of the many competing priorities, • less dependent on recruitment of skilled staff.
5.1 Our survey shows that BC’s EDs have already introduced many Better Practices
In the first phase, our survey of BC EDs included questions about innovations that they had already introduced or were contemplating. The objective was to determine how practitioners have been able to address existing problems. Through this part of the survey we were able to identify some better practices appropriate to urban, semi-urban and rural settings. The previous chapter identified a great variety of issues affecting EDs; this chapter will link issues with opportunities for action.
short term task group progress report – april 2003 36
As noted above, our preliminary work included a review of previous studies in BC and other Canadian provinces; we also conducted a brief assessment of published research (Chapter 3). While not intended to be exhaustive, this was a helpful source for prompting survey participants to identify their better practices.
5.1.1 Managing unscheduled demand
Tactics to manage unscheduled demand are important because we know that many people, especially the elderly, fare better if they are assisted in community settings. Once hospitalized, they are exposed to adverse effects of treatment, disorientation and difficulty readjusting to activities of daily living. All of these may result in unnecessary length of stay, adding to the ALC problem that, in turn, results in back-up in the ED.
All of BC’s HAs are already using a number of these Better Practices (n=HSDA using tactic):
• Referral to 1-800 Nurse Help Line (n=13)
• Canadian Triage Acuity Scale (n=11)
• Fast Tracks and minor treatment areas (n=10)
• Educating staff and patients about community services (e.g., IV clinics, Well Women Clinic, mental health) (n=5)
• Community Health providing support to specific populations (n=5)
• Standardized protocols (n=4)
• Discharge planning occurs in ED (n=2)
• Specialized clinics available from ED (n=2)
• Promotion of injury prevention (n=2).
short term task group progress report – april 2003 37 5.1.2 Accessing specialist care
Many patients can be managed without hospitalization if seen promptly by a specialist. In other cases, consultation is necessary before any decision to discharge or admit a patient. Delays in accessing specialists may, therefore, contribute to slower flow of patients through the ED or even unnecessary hospitalization. Better practices used by BC’s EDs to improve access to specialists include: • Advanced practice nurses (e.g., oncology, hepatitis C, diabetes educators) (n=4) • Fast Tracks to specialist consultation (n=2) • Outpatient clinics in ambulatory areas (n=2) • Digital storage and transmission system for radiology (n=2)
5.1.3 Dealing with congestion in the ED
One of the most vexing problems for providers and patients is managing the unpredictability of demand for emergency services. Surges of workload can occur at any time, although they tend to occur most often during holiday periods due to trauma and in wintertime when influenza outbreaks are prevalent. Staff shortages compound the problem, which may result in cancellation of elective care or unsafe conditions. BC’s EDs have introduced better practices to manage these problems: • Nurse First Call (n=5) • Including ambulance leaders on ED management team (n=5) • Ambulance staff available on-site (n=2) • Daily bed meetings with all managers (n=5) • Utilization management policies, e.g. bed allocation (n=4) • Protocols that deal with peaks e.g. over-flow beds (n=4) • Contingency funding for seasonal pressures (n=2) • Nurses on-call during holidays and peak seasons (n=2) • Nurses allowed to call-in more staff (n=2) • Protocols/clinical pathways for heart attack/ unstable angina/stroke (n=2)
short term task group progress report – april 2003 38 5.1.4 Improving community linkages
This tactic is essential both to prevent hospitalization in the first place and to ensure patients can return home when medically appropriate. As hospital occupancies have increased over the last decade, many HAs have developed better practices to assist patients in returning to their homes and lives:
• Quick Response Teams, discharge planner in ED (n=12)
• Profiling of patients, at-risk registries, care plans (n=9)
• Links with home-care support service to ensure transitioning of patients back to the community, client care coordinators, case conferences (n=6)
• Pamphlets and self-care brochures for patients (n=3)
5.2 The Task Group validated the opportunities for improvement
The survey shows that many better practices are already underway in the HAs. In preparation for the Workshop, the STTG reviewed and validated the survey findings, as noted above The STTG members also reviewed the survey list and each identified their own priorities for improvement (Exhibit 5.1).Their “Top Five Priority Solutions” are shown in Appendix 8 below. These supported the notion that this list of better practices could serve as a guide to HAs to assist in more consistent application.
Exhibit 5.1 STTG Priority Improvement Opportunities
Canadian Triage Acuity Scale Educating staff and patients re. community services Community care staff support specific populations Standard protocols Specialized clinics especially in ambulatory areas Advanced practice nurses Daily bed meeting with all managers Utilization management and bed allocation policies Overflow beds (“flex”) Discharge planner based in ED Home-care support to transition patients
short term task group progress report – april 2003 39 Some consideration could also be given to developing “beacon sites” where emergency demands have been addressed effectively. There was also a suggestion that clinicians and managers from high-performing sites could assist other EDs to implement policies and other changes aimed at emergency services improvement. This group of “better practice” experts could be developed as a network resources to support all EDs.
Notwithstanding the many excellent innovations already in place, this survey showed that there are also opportunities for improvement. Better practices are not applied consistently and many are used sparsely. Some of the ideas that have been successful in other settings could be adapted to BC applications.
5.3 The PESP Workshop was a foundation for action and planning
The second phase of action planning was on February 7, 2003, when the STTG and PES Steering Committee met jointly for a workshop session. The object was to provide a basis for moving on to short-term action planning by building agreement around accessible issues. The Workshop also helped to build a bridge to the work of the Long-Term Task Group by identifying some of the more complex suggestions for future reference (see full workshop notes in Appendix 8).
The workshop keynote speaker was an external resource person, Dr. Fred Dennis, a practicing Emergency Physician and also Lead Administrative Consultant and Clinical Coordinator for ED Redesign at Kaiser Los Angeles Medical Center, California.
An early focus of the workshop was the problem of limited information on performance, and the related problems of data collection and data consistency. It was acknowledged that “one size does not fit all”. Selected system competency measurements need to be customized to reflect realistic expectations for rural & remote, rural & community, rural/urban, and urban settings. All the workshop participants agreed that a composite of indicators would be required covering functional outcome, patient satisfaction, staff satisfaction, and system effectiveness. This topic was considered so important that the Chair of the STTG quickly convened a meeting of an Information Management Sub-Committee. A progress report from that work is included in Chapter 6.
short term task group progress report – april 2003 40 In summarizing his impressions of the workshop at the closing plenary, Dr. Dennis made several points: • “Although there are many excellent innovations, there is a tendency to look outward rather than at what can be done with what you have. This means applying your own critical thinking about whether you have achieved maximum improvements in your own EDs.” • “ This is basically still about communication. Your real strength is your collective energy to address the issues creatively. How will you maintain this communication and liaison after the workshop?” • “Training is a constant theme. How will you identify the priorities and resources for staff development?” • “ Collectively the HAs are joining together to address these issues. Where will the linkage occur? What are your collective goals, especially for consistency and standardization?”
5.4 The PESP Workshop led to many suggestions for improvement
5.4.1. System issues The workshop participants developed concrete suggestions around several topic areas. First and foremost, they identified systemic issues that require system-wide planning. Emergency services do not exist in isolation; indeed, they are often the safety net to support other parts of the health care system. Suggestions included: • The “Winter Action Planning” or “Capacity Planning” concept is helpful for “joining up” many agencies. • Joined-up planning can also serve as a transitioning strategy, to ensure that system-wide planning processes and impacts are considered while the HAs are reconfiguring services. • Agreed upon directives and policies must be applied consistently within and between HAs. For instance, a “No Refusal/ Transfer Back” policy for referral centres could be helpful, but it will require the HA to commit and support. This will certainly require a collaborative agreement with the specialists.
5.4.2 “Upstream” impacts require attention • Most agreed when one commented: “The biggest problem in the system is communication.” This referred
short term task group progress report – april 2003 41 to communication within hospitals, with other agencies and across HAs. • They noted improvement in care of mental health clients in some areas, due to central intake away from the hospital. However, problems continue with care for clients with complex needs, especially with substance misuse. • Engaging differently with primary care is a key strategic initiative expected to have a major effect on demand. • All agreed that there could be many ways to improve linkages with community-based services, for instance home nursing. Providing more advanced nursing skills and GP support to enhance home support, assisted living, and respite would also be useful.
5.4.3 Solutions within the ED • Setting priorities within the ED to address local problems, for instance using different personnel such as Clinical Nurse Specialists to supplement EPs. Another example of priorities would be phasing in the implementation of patient care protocols. • “Unbundling” ED functions (such as scheduled ambulatory care and after-hours services) to find opportunities for process improvement. • Addressing non-nursing duties to improve productivity, for instance with admitting clerks, porters, or social workers.
5.4.4 Solutions related to post-ED impacts • Developing systems so that hospitals can discharge or transfer patients at any time. This would require improved communication, hospitalists, “fast-track” linkages, and methods to provide information to caregivers (including GPs). • Establishing quick-response or Geriatric Assessment and Treatment Units for the elderly. • Provincial guidelines to enable admissions to residential care beds 24/7.
5.4.5 Ways to take the work forward in the short term
• Prepare a communication plan to get information out to people working in the system so they understand the process and plans.
short term task group progress report – april 2003 42 • Develop a process to identify and share information about better practices and “beacon” sites.
• One suggestion was to use the CAEP classification of rural and urban hospitals to assess ED capacity, capabilities and risks. This framework can help determine competencies and hence education needs, as well as equipment and infrastructure appropriate to each level of facility. Applying this framework, discussed further in Chapter 6, would help prevent a “one size fits all” approach and ensure that appropriate expectations are used to guide planning.
• Move ahead with developing “the essential few” indicators and a data collection system using a small group of experts led by a consultant.
• Develop guidance for HAs to use to implement system- wide winter action or capacity plans.
5.5 Task Group recommends short term action steps
The third phase of action planning occurred at the February 25 meeting of the STTG, which focused on short-term initiatives likely to be of benefit to HAs. This led to a lively discussion to determine clear priorities for early action.
Underlying Task Group members’ discussion was a common concern about the human resource situation that had featured so prominently in the survey of HSDAs. This complex topic involves many matters beyond the scope of the Task Force’s mandate. However, there was consensus that remuneration, recruitment, development and retention of clinical staff will be key success factors for any of the initiatives. These should be aligned with clinical priorities and strategic directions for service improvement in each HA.
In several discussions, the Task Group grouped opportunities for early action into five themes discussed below. In addition to identifying these themes, the Task Group also suggested factors that could help or hinder progress with each recommendation. A general discussion follows, with supporting detail in Exhibit 5.2.
5.5.1 Improve information management. The one issue that dominated discussions with STTG members was information management. All the subsequent recommendations require better information for planning and quality improvement. Consistent data collection, performance indicators and information management systems are as important for quality improvement and planning as they are for
short term task group progress report – april 2003 43 improving patient care. Good quality data could ultimately be used for benchmarking and resource planning.
5.5.2 Use the Canadian Triage and Acuity Scale consistently and appropriately in all EDs. CTAS is a tool for providing and monitoring patient care as well as for planning, so it requires separate consideration. Presently CTAS is used inconsistently in BC EDs. The STTG members pointed out that differences between rural and urban settings will be important considerations in implementation; hence the term “appropriately” is used in the recommendation. Also, resources will be required for implementing this system, notably for staff education.
5.5.3 Identify within each HA a senior executive to lead system-wide planning for emergency services. Such a role will ensure that emergency services issues are addressed holistically at a strategic level in the organization. Unless all aspects of health services are considered, unintended consequences may simply transfer emergency pressures elsewhere in the system. This executive would lead the organization in linking key concerns and issues with appropriate management action. The personal qualities and characteristics of all the individuals involved in redesigning emergency services will obviously be critical to its success. For this role, in particular, exceptional leadership will be required. Policy change would sometimes require executive support, for instance to change organizational culture related to discharge times. Incentives may be appropriate to encourage people to tackle some of the long-standing difficult issues. To be successful, the STTG recommended that this role would require organizational supports, including planning support, policy authority, and contingent resources to manage “rogue waves”.
5.5.4 Develop systems to coordinate and manage access to in-patient and diagnostic resources. At the policy level, this might include, for instance, the ability to admit or discharge patients at all appropriate times. Processes to support this might involve enhanced linkages to other services, and methods to give patients and caregivers instructions. From a structure perspective, this might involve hiring bed utilization managers or hospitalists. It would also be helpful to create the coordinating capability for facility-wide access to in-patient beds.
5.5.5 Develop processes for community co-ordination and planning. This might mean developing an unscheduled services team with representatives from appropriate community organizations, BCAS, bcbedline and primary care to manage “after-hours” utilization. Success in the Lower Mainland suggests the wider use of regional plans for ambulance diversions. Community co- ordination may also lead to expanded home care support or home nursing services delivered from EDs. The STTG also suggested short term task group progress report – april 2003 44 that the process to move forward with any of these recommendations at the HA level should be based on respect and trust, accountability, and consistency, the behaviours exhibited at the STTG. This was described as a change in attitude: “a sense of ownership, so that people offer to help the ED, rather than being pushed unwillingly”.
Exhibit 5.2 provides additional detail on all these themes from the discussion with STTG during several meetings.
Exhibit 5.2 STTG Short-term Action Steps and Enabling Factors
Use the Canadian Triage and Acuity Scale consistently and appropriately in all EDs General Comments • acknowledge urban versus rural variance • CTAS should be seen as suggested guidelines, not “legislated standards” • CTAS was developed to be used a clinical tool • it could also provide credible data to assess resources • a CTAS version is being adopted in USA to address ER congestion.
Enablers • education & training process, e.g., 1/2 day didactic sessions • requires individual facilities to develop protocols • scenario planning would be helpful • dedicated space for a triage location re: confidentiality, vital signs • designated staff to triage • 24/7 application • need critical mass, modify according to volume limits • all patients should be assigned a triage level • develop/implement CQI process to ensure quality control
Identify within each HA a senior executive to lead system-wide planning for emergency services.
General Comments • avoid creating more “silos” • this role could facilitate coordinated planning & decision making that considers the impact on EDs
Enablers • requires an appropriate organizational structure & supports • appointed executive must have the power, ability & time to do the job plus other characteristics such as capability, credibility, and respect.
short term task group progress report – april 2003 45 Exhibit 5.2 continued…STTG Short-term Action Steps and Enabling Factors
Develop systems to coordinate and manage access to in-patient and diagnostic resources.
General Comments • bed utilization management helps but does not resolve ED congestion • proprietary systems can be used to measure appropriateness of admission, e.g., ISD, MCAP, etc.
Enablers • ensure “round the clock” accountability within the hospital; expand “in-house” support resources beyond M-F, 9 am- 5pm hours • develop over-census policy • “shift in culture” to shared accountability, responsibility and goals • standardize discharge process and policies, e.g., “standard” discharge times • regular communication about performance • ownership for CQI processes • “incentives” to move patients out of ED
Develop processes for community co-ordination and planning.
Enablers • requires a “major shift in culture” • creative scheduling of staff resources, e.g., 1-10 pm social worker • flexibility to tap into additional resources • access to community resources • access to primary care • improved communication to & from doctors’ offices • mechanisms to return patients to LTC facilities on week ends
short term task group progress report – april 2003 46 CHAPTER 6 SHORT-TERM RECOMMENDATIONS AND NEXT STEPS
As noted in the previous chapter, the STTG identified opportunities for early action according to five themes:
1 Improve information management.
2 Use the Canadian Triage and Acuity Scale consistently and appropriately in all EDs.
3 Identify within each HA a senior executive to lead system- wide planning for emergency services.
4 Develop systems to coordinate and manage access to in- patient and diagnostic resources.
5 Develop processes for community co-ordination and planning.
This chapter discusses how these initiatives related to these general themes can be progressed provincially and within each HA. These are certainly not all the good ideas that would be feasible; they may not all be high priorities in every HA. However, we have tried to identify some short-term provincial solutions to improve the situation. Again, we defined as “short- term” those initiatives that would be: • reasonably expected to be substantially implemented by March 31, 2004 • within a health authority’s mandate, • reasonably manageable in the context of the many competing priorities, • less dependent on recruitment of skilled staff.
Each recommendation below addresses these themes in three ways. First we develop the general recommendation with some ideas that could be used at the HA level. These ideas will only be examples and will require local adaptation as the intention is to provide high-level guidance. We have referenced sources for these ideas in Exhibit 6.3.
Second, each theme results in some “immediate actions”, those steps that can be implemented at once. All of these are measurable and specific, with action statements and timeframes.
Third, some issues will be referred to the Longer-Term Task Group. We have provided supporting information for these to assist the LTTG to build its work-plan. Even among these larger issues, some immediate action steps are identified so as to ensure continuity in taking this work forward.
short term task group progress report – april 2003 47 Â Recommendation 1
6.1 HAs should gather better information that can contribute to better performance
Good data to provide information on performance is important, not just a way for EDs to “score well”. Task Group members all noted that high-performing systems have a respect for information and invest in data infrastructure. Information is required for strategic planning, for feedback to clinicians, and to shape and monitor specific quality improvement initiatives.
As noted above, better production and use of information to manage emergency services was the over-riding concern of the STTG. Accordingly, an Information Management Sub- committee has been created. This group has already held one meeting and approved the following work plan:
1.1 Create a plan for a province-wide information management program for EDs.
1.2 Ensure that appropriate patient care protocols are available in all EDs for high-risk or high-volume care. Adherence to protocols should be part of the monitoring system.
1.3 Create indicators of performance for emergency services.
1.4 Use CTAS consistently and appropriately in all EDs.
1.5 Assess feasibility, success factors and other requirements for the information system.
This work plan captures many of the issues already identified. Some of the recommendations below belong with HAs; others will be referred to this group.
STTG members noted the concern about customizing data collection and referred to differences based on the “rurality” of facilities. As an example, the Canadian Association of Emergency Physicians has addressed this issue (see Exhibit 6.1).
1.6 The STTG recommends that HAs should analyze their EDs using the CAEP framework, as a helpful basis for tailoring policies and redesign activities to local needs.
short term task group progress report – april 2003 48 Exhibit 6.1 The Canadian Association of Emergency Physicians framework for levels of rural health care facilities
Source: CAEP, 1997.
Level of Rural Emergency Health Care Facility
Rural 1 Rural 2 Rural 3 Rural 4 Rural 5
Typical Rural industrial Remote or Very small Medium Larger rural location site. isolated rural sized rural communities. community. community, communities. often near a larger one.
Service Not open 24 Not open 24 Not open 24 Open 24 Open 24 availability. hours. hours. hours. hours. hours. Provider might Provider might Physician be on call. be on call. usually on call.
Physician Usually not on Usually not on Local Local Local Staffing site. site. physicians physicians on physicians on Might visit on call. call. call. periodically. Should have Should have in-house ED in-house ED staffing when staffing when volumes are volumes are high high
Registered Optional, Broadly trained May include Registered Registered Nurse depending on nurses with a mix of nurse 24 nurse 24 Staffing local additional skills basic and hours/day. hours/day. regulations. and training. advanced Nurse Nurse nurse skills manager manager and training. skilled in skilled in emergency. emergency.
Management Protocols for Protocols for May be Nurse and Nurse and stabilization, stabilization, provided by physician physician triage, triage, nurse, dual manager dual manager communication, communication, administrator team, team, local treatment local treatment or physician preferably preferably and transport. and transport. manager. both with both with additional additional emergency emergency training. training.
6.1.1 Getting started with indicators
As the PESP Workshop participants agreed, data should support action planning and performance management. They recommended that surrogate measures for each indicator should be easily and readily collected in a timely manner. Also, indicator development should align with and enhance the accreditation requirements.
short term task group progress report – april 2003 49 While acknowledging the need to customize somewhat, they recommended that well-functioning emergency services systems should be operated under a broad set of performance measures including: • functional outcome for patients, including evidence-based clinical indicators • patient satisfaction • staff satisfaction • system effectiveness, including stewardship of resources.
Immediate action: The Information Management Sub- committee has included indicators of performance for emergency services in its work plan.
6.1.2 Assessing inputs to the ED
The Canadian Triage and Acuity Scale (CTAS) should be applied consistently in all EDs for effective triage to predict level of acuity, admissions, resources, and so on. There must also be resources to educate staff on how to use CTAS properly plus the right systems in place to use it effectively and to sustain application. CTAS may need some modification to meet the needs of rural facilities appropriately.
Immediate action: The Information Management Sub- committee is analyzing implications of applying the Canadian Triage and Acuity Scale (CTAS) consistently in all EDs.
6.1.3 Assessing practice within the ED
Patient care protocols should be made available to all EDs for a prioritized set of high-volume or high risk cases such as pneumonia and antibiotics; thrombolytics and management of chest pain; trauma; asthma; head injury; meningitis. Appropriate measures could then be defined for all of these. As shown above, the survey of BC EDs revealed many instances of better practices–but also inconsistency in how these are applied across BC. Better practice should be supported with better tools and a plan to assess and disseminate the improvements.
short term task group progress report – april 2003 50 Immediate action: The Information Management Sub- committee is analyzing implications of providing patient care protocols to all EDs for a prioritized set of high volume or high risk cases.
Undertake periodic patient satisfaction surveys within EDs. A joint HA/MoH/S steering committee has already initiated this work, with EDs being one of the settings for early application. Staff satisfaction surveys could also be used to assess opportunities for improvement through better practice.
1.7 ED patient satisfaction will be sampled in the 2003/04 fiscal year in all HAs in the province.
6.1.4 Assessing outputs from the ED
The Task Group identified a number of indicators related to flow out of the ED to other areas that might be considered for monitoring: • Percentage admitted patients and length of time to admission • Patient left without being assessed • Time to see specialists and diagnostics • Time to discharge/home care with appropriate support at home • Re-admission to ER (defined as return in 48 hours with the same diagnosis) • Linkage to GPs – appropriate follow-up – getting information to them • Use of Critical Care Bypass or Redirect
In smaller hospitals, other measures are also important: • Transportation (time to transport, inability to return patient) • How long patients are held awaiting move to nearest ‘appropriate’ centre
Similarly, the BCMA section of Emergency Medicine has identified data capability as a top priority. It recommends standardized data collection, benchmarks for time to care (e.g. Canadian Triage and Acuity Scale), and evidence- based planning.
short term task group progress report – april 2003 51 These recommendations echo similar points made in the 1998 Emergency Services Coordinating Committee report.
Immediate action: The Information Management Sub-Committee will be asked to take these ideas about performance indicators forward into its planning.
Ë Immediate action on Recommendation One
Because of the consistent emphasis on this topic, work has already begun to identify requirements to improve data collection in the province’s EDs. The Information Management Sub-committee has held one meeting. This IM/IT work is already underway with these initial steps:
• Initial observations developed on what EDs are collecting in terms of data.
• Survey drafted to collect data from hospitals throughout the province.
• Review of potential information management software solutions.
• Research collected on performance indicators and measurements in other jurisdictions.
short term task group progress report – april 2003 52 Â Recommendation 2
6.2 A senior executive should lead system-wide planning for emergency services within each health authority
Because ED pressures are often driven by broader system issues, it is important to ensure that these are addressed holistically at a strategic level in the organization. A regional structure can drive collaborative planning, using the influence of an identified executive to link key concerns and issues with appropriate management action.
The STTG recommends an integrated approach to developing leadership for emergency health services in each HA, based on the discussion and three linked recommendations below.
6.2.1 One HA has already proposed a regional coordinating structure
VCHA is considering a “Regional ED Leadership Coordinating Structure”. Such a model appears suitable for implementation in most of BC’s health authorities. The stated purpose is “to facilitate the development and implementation of strategies, policies and practices directed at improving the access and care of ED patients.” Guiding principles for this structure include collaboration and peer support, a systemic and analytical approach, and shared accountability for improving emergency access.
The proposed structure includes: • a regional ED council with Administrative and Medical Co- Chairs, • an Executive Lead, • sub-committees (Redirect, Rural, Access, Workforce, Best Practices) and • dedicated staff support.
short term task group progress report – april 2003 53
6.2.2 Some initiatives will require Executive Team support for implementation in the HA
Many planning and policy issues would require the support of the senior executive team in each HA. They have much larger implications than within the ED alone; others would require resources for monitoring and performance management; some might even require incentives or sanctions for adherence. In some cases, executive leaders will need to address changes in attitude and culture with consistent applications of policies that improve access. For instance: • “no refusal” guidelines for access to specialist care, including provincial programs; • ambulance redirect strategies for ED and inpatient bed congestion; • regional planning for service redesign and reconfiguration; • policies to enable key programs to admit or discharge patients at all hours, including “Transfer Back” arrangements with referring agencies; • protocols for after-hours access to community and primary care services; • internal contingency planning.
In some cases contingency planning will identify a need for additional resources to manage unanticipated pressures. The executive lead for emergency services should be able to allocate contingency funds as appropriate to expedite service improvements.
6.2.3 Clinical leadership is important
As seen in the VCHA structure, clinical leadership is a vital part of making these changes. The analysis, planning, and policy development proposed above will be enriched and validated with the input, participation, and implementation skills of clinical leaders. Accountable champions of emergency services redesign should be identified and developed as part of the strategy. Multi-disciplinary teams will be needed for leading the process of changing practice.
short term task group progress report – april 2003 54
6.2.4 Good data will be required to support policy development in HAs
In addition to the data required for improving emergency services performance, it will be important to understand how the entire health services system performs. Data will be required for planning, managing change and monitoring improvements. Exhibit 6.2 shows how some readily available measures can be used for planning purposes. This type of benchmarking can assist to analyze current functions as a first step towards process improvement. This type of data collection could be developed locally to address HA or HSDA requirements. Alternatively, it could be developed at the provincial level for consistency in comparison of programs, resources and performance.
Exhibit 6.2 Data points for analyzing options and impacts for emergency services
Managing Accessing Dealing with Improving unscheduled specialist care congestion in the community demand in hospitals ED linkages
1 Unscheduled 1 Wait for urgent 1 Wait after arrival 1 Wait after care visits /1000 care for triage, referral to LHA pop’n. treatment, another centre 2 ED capacity admission 2 Services (e.g. stretchers) 2 Acute beds/ available per 1000 pop’n 2 Occupancy of 1000 pop’n hospital for 3 Distance to 3 Availability of specified services next facility and emergency MDs map of (e.g. whether on- 3 Distance to next adjacencies. call or staffed, facility specialists, GPs 4 Out of region or EPs) 4 Utilization by admits via ED emergency admits per 1000 pop’n
short term task group progress report – april 2003 55 Ë Immediate action on Recommendation Two
2.1 All HAs should appoint an executive lead for emergency services by June 1, 2003.
2.2 HAs should identify or confirm by June 30, 2003 the resources required in each HSDA for clinical leadership in emergency services.
2.3 HAs should work with PHSA to develop appropriate educational sessions for all the executive and clinical leaders in emergency service.
 Recommendation 3
6.3 HAs should develop systemic approaches to coordinate and manage access to in-patient and diagnostic resources
In recommendations 3 and 4, the STTG has identified broad areas for priority development in the short-term. With a focus on actions that would have an impact within a year, these suggestions focus on leverage points where the greatest influence and impact can be felt.
Many better practices were identified in Chapter 5, and hence are only referenced in this chapter. Also, Appendix 9 provides the STTG analysis of these, with complete literature sources in the Bibliography. HAs are in the best position to determine which solutions would work best for them. The STTG hopes that executives within each HA will explore every opportunity to apply these Better Practices. However, some collaboration across HAs would certainly help in implementation. PHSA has already offered to assist in this collaborative work.
Recommendation 3 looks inward at actions that could be taken within hospitals. Task Group members selected this area as a priority for directly addressing the problems they deal with on a daily basis. Most outside observers would agree. The relationship between emergency care, critical care, and the peri- operative areas must also be a priority.
At the micro level, patient-centred clinical pathways for common conditions were also identified by the Task Group. (This was also a key recommendation of Ontario’s Hospital Report 2001: ED Care.) Standardized protocols and guidelines should be agreed by clinicians and widely disseminated and implemented. Consistent adherence to these pathways can then be measured as part of the quality management program in the acute care program. short term task group progress report – april 2003 56
Again, the Emergency Medicine Section of BCMA identifies two key aspects of this approach: for HA executives and MoH/S to make access a top priority, and to use a multidisciplinary team to develop strategies. They go on to recommend use of access directors or bed utilization managers and hospitalists. These recommendations are very similar to those made in the 1998 Emergency Services Coordinating Committee report.
The STTG recommends the following actions: 3.1 Create the coordinating capability for facility-wide access to in- patient beds. This would include the ability to admit or discharge patients at all appropriate times, 24/7. This could include using hospitalists, linkages to other services, and methods to give patients and care-givers instructions and information. 3.2 Create mechanisms to identify and release in-patient beds for use of emergency admissions on a proactive basis. 3.3 Undertake a planning process in each hospital to identify the daily and seasonal average number of beds required each day for emergency admissions, and create a proactive process to make these beds available.
Ë Immediate action on Recommendation Three
3.4 HAs should ensure that every regional hospital (or any hospital with ED visits greater than 20,000 per annum) has an assigned bed utilization manager or access director and a bed utilization management process. Where this is not already in place, this individual should be hired by June 30, 2003 with a mandate to address the three STTG recommendations noted above.
3.5 Discussions should proceed immediately through the LTTG to create a plan of work related to developing guidelines and protocols to meet clinical needs in emergency services.
3.6 PHSA and the other HAs should develop a plan to build a network of peer-based process improvement resources (“better practice experts”) to share information about improving emergency services.
short term task group progress report – april 2003 57 Â Recommendation 4
6.4 HAs should improve outcomes and access through better co-ordination in planning community services
This recommendation, is distinct from the previous one in that it looks outwardto the community or larger health services system at actions that could be taken to improve emergency service delivery. BCMA’s Emergency Medicine Section considers this an important area for improvement, recommending nursing home protocols, proactive elderly intervention and changes in the way primary care is delivered.
Numerous suggestions throughout this report point to better practices in this area. The key concept is the “joined-up planning” approach that has been so successful in the UK National Health Service. The purpose of this work is to identify the linkage points, gaps, and bottle-necks that affect access; this can then be analyzed for seasonal pressures, staffing shortages and other risks. Local needs will vary in each HA and HSDA so the planning process should allow for this variation. The guidance attached as Appendix 10 provides an overview of the Winter Planning approach in the BC context.
4.1 The STTG recommended the following steps for better coordination with community services: a. Develop an unscheduled services team within each community to manage “after-hours” utilization, to include representatives from appropriate community organizations, BCAS and primary care. b. Create regional plans for ambulance diversions to alternate facilities, to avoid inpatient bed congestion as well as ED congestion. c. Where workload merits, expand 24/7 home care support and home nursing services delivered from EDs. d. Create mechanisms to supply services into the community for common non-emergent conditions or care requirements that may result in an ED visit or in- patient hospitalization. e. Build a “whole systems” approach to partnerships. This requires a multi-agency planning group that meets regularly to discuss issues around capacity, demand levels and access. f. Create communication plans that support both strategic goals (e.g. public education) and operational goals (e.g. to link front-line managers).
short term task group progress report – april 2003 58 Ë Immediate action on Recommendation Four
4.2 Each HA should appoint a team with an executive sponsor and led by a designated staff person to organize a joined-up planning approach as outlined in Appendix 10. The first meeting of this team should occur before June 30, 2003, with preliminary plans, implementation strategies and resource requirements completed by September 15, 2003. Some dispersed HAs may need planning teams in each HSDA.
4.3 PHSA and the HAs should develop a planning framework, infrastructure support and educational resources to support this joined-up planning work.
4.4 PHSA will convene a meeting of HAs by April 30, 2003 to identify any common resource requirements for this work, such as 24-hour home care and focused support for medical needs in residential facilities.
6.5 Some issues will be referred to the Longer-Term Task Group
There are so many opportunities for improvement that some issues could not be explored in detail during this phase of the work. All of the following suggestions were validated by the STTG as meriting further study; these will be referred to the LTTG for follow-up. They are listed here for reference with some supporting information.
6.5.1 Create a province-wide information management program for EDs
This could be used to develop predictive models for anticipatory planning. Our early analysis of the data shows that bed occupancy, ALC, acute and emergency utilization, and critical care resources vary across HAs. As these have an impact on access, it would be helpful to identify any as root causes of ED pressures. Combined with provincial indicators of performance, this information can also provide a common approach for HAs to benchmark services for service balancing and redesign.
5.1 Immediate action: PHSA to continue work with MoH/S staff to develop data sources that build the picture of emergency services in BC for benchmarking and planning.
short term task group progress report – april 2003 59 6.5.2 Apply Better Practice consistently
Peer-based improvement “collaboratives” could share process improvements in EDs. For instance, IHA has developed a registry system for high users that includes care plans and contact details for caregivers. Introducing this type of change can be facilitated with advice from the pioneers. This could also include a process to share information about better practice sites, which would be recommended by the LTTG.
Recommendation 3.2 above identifies high-risk, high-volume care as the priority for protocols and guidelines. Chronic care protocols are more complex. The LTTG will be asked to consider a process to create clinical pathways for more complex care needs that will be available for all EDs, updated by clinical leaders, and posted on a web site available to all practitioners. This work will be linked to the provincial initiatives related to Chronic Disease Management.
6.5.3 Use whole-system planning to manage complex issues
Human resources, particularly availability of nurses, was identified as the most significant issue affecting all EDs. Resolving this urgent problem requires an approach far beyond the mandate of the STTG or even the LTTG. This topic will be a priority issue referred to the LTTG .
A provincial process will be required to identify common training requirements for ED staff and to facilitate mechanisms to deliver this education in both rural and urban areas. This could include advanced practice roles and/or delegation of function within EDs and also BCAS.
Some issues fall within the mandate of HA emergency services. The CAEP framework (Exhibit 6.1) could be used as a basis for developing standards for categorization of emergency services in order to assess priorities for staff development.
5.2 Immediate action: Develop briefing note and proposal about training and professional development needs of emergency services staff and take to LTTG.
5.3 Immediate action: HAs need to examine whether and how non-nursing duties in EDs are affecting staff retention, and patient access, throughput and performance in their emergency service system.
short term task group progress report – april 2003 60 Create a system-wide approach to access and transfer to manage cross-boundary referral and transportation issues. FHA and VCHA have collaborated with bcbedline and BCAS to implement a Redirect and Critical Care Bypass system to manage ED workload. The new system is still being tested and improved. Once it is stable, it would be helpful to consider how this approach could be introduced in other HAs. Such an approach can be particularly helpful in regional areas where a single hospital is the only specialty site. In these cases, contingency planning to transfer less critical patients can be instrumental in depressurizing situations before they become unsafe for patients or staff.
5.4 Immediate action: Identify structure and resources required to implement a redirect and critical care bypass system throughout the province.
5.5 Immediate action: HAs should use the system planning approach noted in Recommendation 4 above to analyze how access to specialists and specialized facilities could be enhanced.
Develop high-profile public educational programs (as in Ontario) to advise the public of the most appropriate sources of health and illness information in order to avoid unnecessary utilization of hospital and walk-in clinic resources.
5.6 Immediate action: Develop briefing note and proposal for LTTG about public education.
6.5.4 Develop solutions related to the patients’ journey
Study the feasibility of using resources such as the BC Nurseline to support residential care facilities and BCAS in reducing unnecessary transportation to EDs. (This should involve discussions to resolve professional, medical-legal and regulatory issues that currently prevent management of patients in the community.)
Create mechanisms for staff in residential facilities to access medical information and support on a 24/7 basis so that care for residents can be provided in their own facilities. Improve the adoption, utilization and communication of advanced directives for patients in long-term care and residential facilities.
short term task group progress report – april 2003 61 Achieve better movement of patients between facilities by analyzing ways to expedite transfer of patients based on acuity, distance traveled and so on. Create accountability and incentive mechanisms for care in residential facilities to enable more medical care to be provided, obviating the need for ambulance transport and ED visits. This could include the development of a rapid geriatric triage system.
5.7 Immediate action: Develop briefing note and proposal to take to LTTG about support mechanisms for residential care to reduce unnecessary use of emergency services.
Develop dedicated, comprehensive services for mental health clients to avoid traumatic ED situations. This refers especially to the need for services to those suffering serious mental illness and substance misuse. This was a key recommendation of the 1998 ESCC report.
5.8 Immediate action: Develop briefing note and proposal to take to LTTG about support mechanisms for those suffering from concurrent serious mental illness and substance misuse.
The very nature of emergency health services is unpredictable. These recommendations of the Short-Term Task Group suggest that there are many ways to manage performance better and more consistently. This report outlines an approach to improving access to emergency services. It proposes significant, but manageable change to deliver faster, consistent, high quality care tailored to patients’ needs.
short term task group progress report – april 2003 62 Exhibit 6.3 Sources for the recommendations directed to Health Authorities
Please also see Appendix 9
Recommendations that are directed to HAs for Text reference Bibliography follow-up, consideration or action. (Some (page) Reference recommendations are directed to Long Term Task (citation #) Group or Information Management Sub-committee.) 1 HAs should develop better information that can contribute to better performance. 1.2 Ensure that appropriate patient care protocols 3.2, 3.3, 5.1.1, 2, 3, 30, 37, 51, are available in all EDs for high-risk or high-volume 5.1.3, 5.2, 5.4.3, 82 care. Adherence to protocols should be part of the 6.1.3, 6.5.2 monitoring system. Appendix 10
1.4 Use CTAS consistently and appropriately in all 3.2, 5.5.2, Exhibit 22, 35, 60 EDs. 5.2, 6.1.2, 1.7 Undertake periodic patient satisfaction surveys 6.1.3 14 within EDs.
2 A senior executive should lead system-wide 5.5.3, 6.2.1, 6.2.3 planning for emergency services within each Health Authority.
3 HAs should develop systemic approaches to coordinate and manage access to in- patient and diagnostic resources 3.1 HAs should create the coordinating capability Exhibit 3.2, 4.2.7, 14, 51, 54, for facility-wide access to in- patient beds. This 4.2.8, 5.1.2, 5.1.3, would include the ability to admit or discharge 5.5.4, Exhbit 5.2, patients at all appropriate times, 24/7. This could 6.2.1, 6.2.2, include use of hospitalists, linkages to other services, and methods to give patients and care-givers instructions and information.
3.2 HAs should create mechanisms to identify and 5.1.3, 5.5.4, 31, 32, 33, 38, 68, release in-patient beds for use of emergency Exhibit 5.2 admissions on a proactive basis. 3.3 HAs should undertake a planning process in each hospital to identify the daily and seasonal average number of beds required each day for emergency admissions, and create a proactive process to make these beds available. 3.4 HAs should ensure that every regional hospital (or any hospital with ED visits greater than 20,000 per annum) has an assigned bed utilization manager or access director. Where this is not already in place, this individual should be hired by June 30, 2003 with a mandate to address the recommendations above.
short term task group progress report – april 2003 63
Recommendations that are directed to HAs for Text reference Bibliography follow-up, consideration or action. (Some (page) Reference recommendations are directed to Longer Term Task (citation #) Group or Information Management Sub-committee.)
4 HAs should improve outcomes and access through better co-ordination in planning community services. 4.1.a. Develop an unscheduled services team within 5.1.1, 5.1.4, 5.4.2, 33, 86, 88 each community to manage “after-hours” 5.5.5, Appendix utilization, to include representatives from 10 appropriate community organizations, BCAS and primary care. b. Create regional plans for ambulance diversions 5.1.3, 5.5.5 33, 83 to alternate facilities, to avoid inpatient bed congestion as well as ED congestion. c. Where workload merits, expand 24/7 home care 5.1.4, 5.4.2, 5.4.4 14 support and home nursing services delivered from EDs. d. Create mechanisms to supply services into the 5.4.2, 5.4.4 28, 39, 70, 81 community for common non-emergent conditions or care requirements that may result in an ED visit or in-patient hospitalization. e. Build a “whole systems” approach to 5.4.1, Appendix 31, 47 partnerships. This requires a multi-agency planning 10 group that meets regularly to discuss issues around capacity, demand levels and access. f. Create communication plans that support both 5.4.2 strategic goals (e.g. public education) and operational goals (e.g. to link front-line managers).
4.2 Each HA should appoint a team led by a Appendix 10 28, 31, 33, 54, 61, designated staff person to organize a joined-up 5.5.5 63, 64, 65, 82 planning approach. The first meeting of this team should occur before June 30, 2003, with preliminary plans completed by September 15, 2003. 4.3 PHSA and the HAs should develop a planning framework and educational resources to support this joined-up planning work.
short term task group progress report – april 2003 64
Recommendations that are directed to HAs for Text reference Bibliography follow-up, consideration or action. (Some (page) Reference recommendations are directed to Longer Term Task (citation #) Group or Information Management Sub-committee.)
5 Longer Term Recommendations 5.3 HAs should examine whether and how non- 5.4.3 nursing duties in EDs are affecting access, throughput and performance in their emergency service system.
5.5 HAs should use a system planning approach to 4.2.7, 5.1.2, 5.4.1, 33, analyze how access to specialists and specialized Appendix 10, facilities could be enhanced.
short term task group progress report – april 2003 65 CONCLUSION
This progress report has gathered the helpful suggestions of many committed individuals dedicated to the improvement of emergency services across BC. We are confident that implementing the recommendations could make a difference in service delivery, as well as improving patient and staff satisfaction, and system effectiveness. The next task is to ensure that at least some of these ideas are introduced so that their benefit can be assessed.
Throughout, we have been concerned with two objectives. The first is feasible action– ensuring that the ideas have practical relevance to our dedicated front-line providers. Change will be most effective where it is brought about locally through the close involvement of professional staff responding to the patients’ needs in their community. Ultimately it will be up to clinicians and mangers within HAs to determine whether and how to implement any of these suggestions as part of their redesign plans for emergency services. PHSA is willing to support these teams as appropriate.
The second objective is to achieve results that are meaningful for patients − ensuring that the actions have a positive impact on patient care. We all need to know that emergency care will be there when we need it without delay. For the vast majority of people, visiting the ED is fortunately a rare occurrence. They need to have confidence that their problem will be quickly identified by appropriately qualified staff and, if treatment or hospitalization is needed, that this will be delivered quickly and to a high standard. Our aim is to put patients and their families at the very centre of improved emergency health services.
The LTTG will continue with this important work. As we strive to improve performance in our emergency services, there is much to be done and much to learn. However, all agree that we want staff working in BC’s emergency services to be able to practice their professional skills in an environment of which they can be proud. And we want patients to receive the best emergency services we can provide.
short term task group progress report – april 2003 66
APPENDICES
short term task group progress report – april 2003 67 APPENDIX 1 CEO LEADERSHIP COUNCIL BRIEFING NOTE (APPROVED: NOVEMBER 18, 2002)
Subject: PHSA Priority System Performance Improvement (Schedule A) Emergency Services
Background Emergency Services is a priority system performance improvement deliverable assigned to the PHSA by the MOH/S as a part of its 2002/2003 Performance Agreement. This deliverable is also found in the respective Regional Health Authority Performance Agreements with the MOH/S.
Development Strategy There is a strong desire across the province to improve the utilization and effectiveness of the Emergency Services system in BC. There is an opportunity to develop a provincial collaborative approach to the understanding of the key enablers to effective ER utilization and care – many of the enabling strategies will take time to develop and implement, both in and outside the acute care system. There are however ongoing emergent problems that place hospital EDs in a state of continual stress, with few short-term solutions apparent for more appropriate access and egress from the ER.
With the short and long term states in mind, the PHSA will coordinate and support a two-pronged approach, with two groups that will be created simultaneously, in addition to a province wide PES Steering Committee.