Medication Errors: Building a Learning Culture in Healthcare

 
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Mr Stephen Parker
Medical Director
Isle of Wight NHS Trust
 
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Medication errors from patient safety perspective
System complexity and human fallibility
The importance of organisational culture in learning
Learning from mistakes and incidents
Triangulating information from multiple sources
Sharing the outcomes from incidents investigations
Embedding the learning in practice
Experience as an early adopter of PSIRF
 
 
 
 
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We all work in complex systems
No one comes to work to do bad job
Healthcare professionals (as humans) prone to error.
Systems that depend on perfect human performance are inherently flawed
Systems should be designed so that it is easy to do the right thing.
Create a culture where human error is seen as a source of important learning
 
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Medication errors in all clinical settings
Incidence can be reduced – if not completely eliminated
Understand why staff make errors, especially system factors that threaten safety
Human factors are organisational, individual, environmental, and job
characteristics that influence behaviour in ways that can impact safety…
Allows identification of factors
Improve the safety culture of teams
Enhance teamwork and communication
Improve the design of systems
Identify what ‘went wrong’ and predict ‘what could go wrong’ in the future
 
 
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The aim of resilient healthcare is to improve an
organisation’s ability to succeed under variable
conditions in order to improve the safety and
performance of routine work.
This requires staff and leaders to learn to
recognise changing conditions such as an
increase in size and complexity of case loads
and how to adjust procedures to match those
working conditions whilst sustaining safety and
performance.
 
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NHS culture has changed over the last decade
Previously
Reactive and bureaucratic
Poor methodology focused on process rather outcomes
Resulted in non-engagement, defensiveness behaviour and blame
Working towards
Focus on learning as part of fair and just culture
Concentrating on potential improvements rather than the investigation
Embracing robust patient safety systems
Shared learning with a focus on causal factors
Supporting staff and particularly the ‘second victim’ of serious incidents
 
 
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Extensive time and resources committed to investigations
Most incident reporting systems are used for alerting, logging and managing
incidents
Focus on the most serious outcome rather than opportunity for learning
Set up is often hinders extracting analytical data
Reporting is often quantitative rather than thematic
Action plans are often not prioritised and not followed through to completion
Investigation process often lacks quality assurance
 
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Challenging and complicated
Powerful when you can link – incidents, complaints and claims
Challenges around coding and classification
Often a manual process
Needs good co-ordination between teams
When triangulation does occur well it provides valuable information
Service reviews
Outside agencies
Individual clinicians (e.g. appraisal)
 
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Need to share learning from both incidents and near misses
Needs to be timely – the sooner the better
Learning should be shared repeatedly at every opportunity
Individual patient and patient feedback
Cluster reviews
Themed newsletters
Presentation to services and divisions
Annual reports
Supported by outside resources
National reporting
GIRFT litigation claims
NHS Resolution Scorecards
 
 
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Embedding learning can be a challenge
Sadly, repeated incidents of similar nature due occur
Barriers – poor quality investigations, engagement, blame and fear
‘Rome wasn’t built in a day’
To embed learning
Strong strategic and operational leadership
Adequate time and resource
Co-production and staff engagement
When does failure to learn become a conduct and capability issue?
 
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Cultural change is occurring
Processes around incidents,
complaints and claims are robust
Engagement is good
We still have silo working
Shift the focus and embrace the
principle behind PSIRF
 
 
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F
 
New approach to incident management
Facilitates inquisitive examination across wide range of incidents
Embraces ‘spirit of reflection and learning’ and not a ‘work of
accountability’
Systematic, compassionate and proportionate response
Informed by good practice in healthcare and other settings
Anchored on principles of openness, fair accountability, learning and
continuous improvement
 
P
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F
 
P
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Replaces the 
Serious Incident Framework
Broader scope
Move away from reactive thresholds
Proactive approach to learning
Promotes proportionate safety management response
Investigation approach
Safety investigation now tightly defined
Quality of investigation priority
Investigations based on opportunity for learning
Experience of those affected
Engage with families, carers and staff
Staff treated with equity and fairness as part of a just culture
 
P
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Investigator expertise, experience, time and authority
Investigators need to be trained
Authority to act autonomously
Time and resources to complete investigations
Investigation timeframe
Flexible and agreed in advance
Ideally completed within three months
Terminology
System-based PSII replaces route cause analysis
Governance and oversight
Strengthen with commissioners assuring investigations and plans covering multiple settings
 
 
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Requires a fundamental change in
mindset.
Provides different set of tools in the
toolbox
Need to understand pros and cons of
different approaches
Less mechanistic but does still require
a degree of rigour
Need to define local priorities that are
owned by the services
Has potential to provide the missing
link
 
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Exploring medication errors from a patient safety perspective, this content delves into the complexities of healthcare systems, human fallibility, and the importance of organizational culture in learning from mistakes. It emphasizes the need to recognize and address factors contributing to errors, improve safety culture, enhance teamwork and communication, and design systems that facilitate error reduction. Embracing a learning culture can transform healthcare practices and promote continuous improvement.

  • Medication errors
  • Patient safety
  • Healthcare systems
  • Organizational culture
  • Learning culture

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  1. Learning from medication errors Ensuring learning is implemented and shared Mr Stephen Parker Medical Director Isle of Wight NHS Trust

  2. Introduction Medication errors from patient safety perspective System complexity and human fallibility The importance of organisational culture in learning Learning from mistakes and incidents Triangulating information from multiple sources Sharing the outcomes from incidents investigations Embedding the learning in practice Experience as an early adopter of PSIRF

  3. Medication errors Medication reconciliation 1 Prescribing 2 Verification 3 Dispensing 4 Administration 5 Monitoring 6

  4. Complex systems We all work in complex systems No one comes to work to do bad job Healthcare professionals (as humans) prone to error. Systems that depend on perfect human performance are inherently flawed Systems should be designed so that it is easy to do the right thing. Create a culture where human error is seen as a source of important learning

  5. Fallibility Medication errors in all clinical settings Incidence can be reduced if not completely eliminated Understand why staff make errors, especially system factors that threaten safety Human factors are organisational, individual, environmental, and job characteristics that influence behaviour in ways that can impact safety Allows identification of factors Improve the safety culture of teams Enhance teamwork and communication Improve the design of systems Identify what went wrong and predict what could go wrong in the future

  6. HSIB The aim of resilient healthcare is to improve an organisation s ability to succeed under variable conditions in order to improve the safety and performance of routine work. This requires staff and leaders to learn to recognise changing conditions such as an increase in size and complexity of case loads and how to adjust procedures to match those working conditions whilst sustaining safety and performance.

  7. Introducing a learning culture NHS culture has changed over the last decade Previously Reactive and bureaucratic Poor methodology focused on process rather outcomes Resulted in non-engagement, defensiveness behaviour and blame Working towards Focus on learning as part of fair and just culture Concentrating on potential improvements rather than the investigation Embracing robust patient safety systems Shared learning with a focus on causal factors Supporting staff and particularly the second victim of serious incidents

  8. Characteristics of learning culture Respond positively to national reports and guidance Feel Responsive to incidents, errors and complaints Individuals who willing to report and co-operate empowered to address patient safety concerns Confidence in communicating and sharing information Willingness to learn from mistakes and near misses Responsive to the need for change

  9. Essential components of a learning culture Build Trust 1 Encourage reflection 2 Demonstrate learning values 3 Enable knowledge sharing 4 Empower employees 5 Formalise learning as a process 6

  10. Learning from incidents Extensive time and resources committed to investigations Most incident reporting systems are used for alerting, logging and managing incidents Focus on the most serious outcome rather than opportunity for learning Set up is often hinders extracting analytical data Reporting is often quantitative rather than thematic Action plans are often not prioritised and not followed through to completion Investigation process often lacks quality assurance

  11. Triangulating information Challenging and complicated Powerful when you can link incidents, complaints and claims Challenges around coding and classification Often a manual process Needs good co-ordination between teams When triangulation does occur well it provides valuable information Service reviews Outside agencies Individual clinicians (e.g. appraisal)

  12. Sharing the learning Need to share learning from both incidents and near misses Needs to be timely the sooner the better Learning should be shared repeatedly at every opportunity Individual patient and patient feedback Cluster reviews Themed newsletters Presentation to services and divisions Annual reports Supported by outside resources National reporting GIRFT litigation claims NHS Resolution Scorecards

  13. Embedding the learning Embedding learning can be a challenge Sadly, repeated incidents of similar nature due occur Barriers poor quality investigations, engagement, blame and fear Rome wasn t built in a day To embed learning Strong strategic and operational leadership Adequate time and resource Co-production and staff engagement When does failure to learn become a conduct and capability issue?

  14. So how do we complete the puzzle? Cultural change is occurring Processes around incidents, complaints and claims are robust Engagement is good We still have silo working Shift the focus and embrace the principle behind PSIRF

  15. PSIRF New approach to incident management Facilitates inquisitive examination across wide range of incidents Embraces spirit of reflection and learning and not a work of accountability Systematic, compassionate and proportionate response Informed by good practice in healthcare and other settings Anchored on principles of openness, fair accountability, learning and continuous improvement

  16. PSIRF

  17. PSIRF Replaces the Serious Incident Framework Broader scope Move away from reactive thresholds Proactive approach to learning Promotes proportionate safety management response Investigation approach Safety investigation now tightly defined Quality of investigation priority Investigations based on opportunity for learning Experience of those affected Engage with families, carers and staff Staff treated with equity and fairness as part of a just culture

  18. PSIRF Investigator expertise, experience, time and authority Investigators need to be trained Authority to act autonomously Time and resources to complete investigations Investigation timeframe Flexible and agreed in advance Ideally completed within three months Terminology System-based PSII replaces route cause analysis Governance and oversight Strengthen with commissioners assuring investigations and plans covering multiple settings

  19. Responses to PSI Immediate safety actions Case record or notes review Being open conversation PSII Safety huddle After action review Mortality review Transaction audit Clinical audit

  20. Early adopter experience Requires a fundamental change in mindset. Provides different set of tools in the toolbox Need to understand pros and cons of different approaches Less mechanistic but does still require a degree of rigour Need to define local priorities that are owned by the services Has potential to provide the missing link

  21. Questions

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