IHI Expedition Expedition: Improving Medication Safety from the - - PowerPoint PPT Presentation

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IHI Expedition Expedition: Improving Medication Safety from the - - PowerPoint PPT Presentation

April 9, 2015 These presenters have nothing to disclose IHI Expedition Expedition: Improving Medication Safety from the Patients Perspective Session 4: Medication Reconciliation Anne Myrka, RPh, MAT Joelle Baehrend Todays Host 2


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IHI Expedition

Expedition: Improving Medication Safety from the Patient’s Perspective Session 4: Medication Reconciliation April 9, 2015

These presenters have nothing to disclose

Anne Myrka, RPh, MAT Joelle Baehrend

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Today’s Host

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Akiera Gilbert

Project Assistant Institute for Healthcare Improvement

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Phone Connection (Preferred)

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T

  • join by phone:

1) Click on the “Participants” and “Chat” icons in the top right hand side of your screen. 2) Click the button

  • n the right hand side of

the screen. 3) A pop-up box will appear with the option “I will call in.” Click that

  • ption.

4) Please dial the phone number, the event number and your attendee ID to connect correctly .

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WebEx Quick Reference

  • Please use chat to

“All Participants” for questions

  • For technology

issues only, please chat to “Host”

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Enter Text Select Chat recipient Raise your hand

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When Chatting…

Please send your message to All Participants

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Expedition Director

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Joelle Baehrend

Director Institute for Healthcare Improvement

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Today’s Agenda

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  • Welcome & Introductions
  • Action Period Debrief
  • Medication Reconciliation – Anne

Myrka, RPh, MAT

  • Action Period Assignment
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Expedition Sessions

Session 1 – Improving Polypharmacy

Faculty : Robert Feroli, PharmD and Amanda Brummel, PharmD, BCACP

Session 2 – Health Literacy and Medication Safety

Faculty : Gail Nielsen, BSHCA, FAHRA

Session 3 – Improving Medication Adherence

Faculty : William Strull, MD

Session 4 – Medication Reconciliation

Faculty : Anne Myrka, RPh, MAT

Session 5 – Safe Management of Newly Released Anticoagulants and High-Alert Medications

Faculty : L. Hayley Burgess, PharmD

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Action Period Assignment Report Out

Assignment: Have a conversation with a patient at discharge and ask: (1) Do you know what the medication is for? (2) Can you obtain the recommended medication? (3) Do you know about the possible side-effects? Report out: What did you learn? Please chat in any reflections on the exercise.

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Survey Results - Current State

Medication Reconciliation: My hospital has a process to reconcile medications at admission and all transitions of care:

  • Do not know current status of this practice: 5%
  • Do not currently have this practice in place: 0%
  • Have a process that supports this practice: 50%
  • Process is reliably applied: 15%
  • Need further clarification on this practice: 30%

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Faculty

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Anne Myrka, RPh, MAT

Pharmacist IPRO

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Medication Reconciliation

Anne Myrka, RPh, MAT IPRO April 9, 2015

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Objectives

  • Define medication reconciliation as a component of

medication management

  • Discuss on-going challenges of medication

reconciliation

  • Describe how technology can help improve

medication reconciliation

  • Describe the role of patients/families/caregivers in

medication reconciliation

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Poorly executed med rec.

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Medication Management, Medication Reconciliation and On-going Challenges

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Medication Management

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  • Medication History
  • up-to-date listing of all prescription and over-the-counter

medications, herbal supplements and vitamins

  • Medication Reconciliation
  • comparison of one or more medication lists to new one
  • resolve discrepancies
  • identify and resolve medication related problems
  • should occur whenever there is a care transition, or change in

medications or diagnosis

  • Medication Adherence
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Medication Reconciliation Challenges

  • In general, the creation and transition of an accurate

medication list remains a challenge for every care setting

  • Systems lack the ability to document rationale for

changed medications leaving next provider to “guess” whether changes where intended or unintended

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Medication Reconciliation Challenges

  • Lack of standardized process and clear ownership
  • Communication failures
  • Coordination gaps
  • Non-formulary medications and therapeutic

interchanges

  • Lack of standardized medication list “source of truth”

document

  • Failure to identify and resolve medication related

problems

  • Failure to identify multiple existing sources for

medication lists

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Medication Reconciliation Challenges

  • No one person is accountable for med rec from ED to

admission and there are always discrepancies

  • The best possible medication list is not attempted

until discharge so this is when most problems are found and require resolution

  • Med rec is time consuming, a comprehensive med

rec can take 60 minutes or longer

  • Hospitals using multiple EHR and/or paper based

systems are error prone (e.g., EHR in ED is not the same system as the inpatient side, the pharmacy system does not interface with EHR, etc…)

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Medication Reconciliation: Technological Solutions and Other Interventions

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Medication Reconciliation Hospital Interventions

  • Identify an accountable structure and support for med rec

throughout the continuum of patient hospital stay from admission to discharge with multiple layers of verification

  • Use pharmacist & physician champions that can help address

problems

  • Use IT solution where able but don’t wait for “the next update”
  • Educate staff regarding avoidance of undesirable effects

caused by IT

  • Optimize use of electronic communication capabilities
  • Avoid using system that is driven by paper or requires

transcribing from one system to another

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Medication Reconciliation Hospital Interventions

  • Create EHR system fixes for documenting

rationale for medical decisions and ensuring such documentation appears on the discharge summary

  • Create the ability to scan documents that were

presented by the patient/family/caregiver into the EHR

  • Use multiple sources to identify medication lists

for reconciliation

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25 Am J Pharm Benefits. 2014;6(5):217-224

Background: Transitions between healthcare settings are vulnerable times for patients. Medication discrepancies associated with transitions are particularly problematic. Combining medication history information from various sources may improve the completeness and accuracy of medication information, leading to improved safety outcomes. Objectives: To evaluate the accuracy and completeness of patients’ medication history information at the time of hospital admission from 3 different electronic sources, and to assess the additive value provided by each source. Study Design: Case study of admissions to 2 community hospitals in upstate New York between September 2010 and April 2011. Methods: Medication history information was obtained from the hospital’s electronic health record (EHR), a commercial medication database, and a community wide health information exchange web

  • portal. Information from the sources was compared with the gold standard medication list generated as

part of the routine intake medication reconciliation process. Results: We studied 858 patients, who collectively were on 7731 medications. The hospital EHR captured 80% (n = 6152) of medications accurately, the commercial medication database captured 45% (n = 3464) accurately, and the community portal captured 37% (n = 2838) accurately. When all 3 sources of medication information were pooled, medication accuracy increased to 91% (n = 6997).

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Medication Reconciliation Hospital Interventions

  • Obtain the most accurate medication history -

interviewing tools are available:

  • Certification for obtaining the best possible medication list:

Society of Hospital Medicine MARQUIS toolkit: Self Study guide: http://tools.hospitalmedicine.org/resource_rooms/imp_guides/ MARQUIS/MARQUIS_Certification_Simulation_Case_1_Final.p df

  • Optimize use of pharmacists

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Allocation of Scarce Resources

  • Clinical Pharmacy Services (CPS)
  • Numerous studies have shown improved economic and health
  • utcomes when CPS is incorporated within collaborative patient

care team

  • CPS should be used for patients who are at high risk due to

medications, location or condition

  • Resolving medication discrepancies is only the tip of the

iceberg…pharmacotherapeutic interventions improve patient

  • utcomes even unrelated to ADEs
  • Challenge: cost of pharmacist is a perceived barrier
  • ROI calculations can be found in MATCH and MARQUIS toolkits

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Chisholm-Burns MA,, et al.. Med Care. 2010;48:923-33. Chisholm-Burns MA., et al..Am J Health-Syst Pharm. 2010; 67:1624-34

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Profiling Patient Risk for Intervention

  • Elderly
  • On high risk/high alert medication
  • ISMP High Alert Medication list
  • Institute for Healthcare Improvement High Alert drug classes:
  • Anticoagulants, opioid analgesics, insulin, sedatives
  • High risk drug classes for nursing home patients:
  • NSAIDs, digoxin, insulin, antipsychotics, sedatives/hypnotics,

anticoagulants

  • Budnitz, et al, 2011: anticoagulants, antiplatelets, insulin,

hypoglycemics, opioids

  • High risk location/transfer (i.e. nursing home to hospital, ICU to

floor)

  • Health history indicates high risk

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Boockvar KS, et. al. Prescribing discrepancies likely to cause adverse drug events after patient transfer. Qual Saf Health Care. 2009 February ; 18(1): 32–36.

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Medication Reconciliation and Patient/Family/Caregiver Engagement

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Med Rec and Patient/Family/Caregiver Engagement: Role of the Provider

  • Collaboration with healthcare team with a focus on

increasing patient’s and caregiver’s ability to manage their care

  • Physicians
  • Nurses
  • Pharmacists
  • Social workers
  • Discharge planners
  • Ensures that patients and family/caregivers have the

knowledge and skills to recognize and address health care problems as they arise

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Med Rec and the Role of Patient/Family/Caregiver

  • Two-way communication with provider during

medication reconciliation at times of transition

  • Learn medication management skills
  • Maintain accurate personal health record
  • Ensure timely medical follow up
  • Knowledge of “red flags” that indicate worsening

condition – and knowledge of action needed

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Med Rec and Patient/Family/Caregiver Engagement – Questions to Consider

  • Do you have a standardized process for conducting a patient

medication history interview on admission?

  • Are staff trained?
  • What do you do with patient artifacts (e.g. medication lists)?
  • Are they reviewed by the prescriber… and in a timely manner?
  • Included in the med rec process?
  • Added to the medical record?
  • Can they be easily retrieved for review?
  • Are they taken seriously? Do you discuss the artifact with the

patient/family/caregiver? Is the discussion documented?

  • Do you have a standardized process for medication counseling
  • n discharge? And are staff trained?

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Med Rec and Patient/Family/Caregiver Engagement – Questions to Consider

  • Is the patient/family/caregiver provided with an accurate

medication list? Do you know what to include?

  • Don’t forget OTCs and herbals
  • Be aware of: hospital formulary drugs vs. insurance formulary drugs, long

acting vs. short acting drugs

  • Does patient/family/caregiver know why each drug is being

used?

  • How does the patient/caregiver know it’s “working” and why

should they care? What are the patient’s goals?

  • Has the patient/caregiver been taught the common symptoms
  • f medication related problems?
  • Does the patient/caregiver know what to do if they encounter

these symptoms?

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Med Rec and Patient/Family/Caregiver Engagement – Questions to Consider

  • Does the patient need any provider or laboratory follow up to

monitor medication therapy?

  • What time(s) should the patient take each drug and what

should they do if a dose is missed?

  • Does the patient/caregiver and the provider know that a

pharmacist can be contacted for questions about any drug?

  • How does the provider know that the patient/caregiver actually

understands the education provided? Can the patient/caregiver demonstrate internalization of new knowledge?

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Health Alliance Hospital of the Hudson Valley: Patient-Centric Medication Reconciliation

  • Provides

downloadable medication reconciliation brochure with medication list

  • 3 domains:
  • What is med rec?
  • Your role in med

rec

  • Medication safety
  • nce you leave the

hospital

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Summary

  • Overcoming barriers to the provision of high quality

medication reconciliation is possible with leadership and optimization of resources – both technological and human

  • Patient/family/caregiver engagement with medication

reconciliation and medication management should be explicit and communication bi-directional

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Resources

Society of Hospital Medicine MARQUIS Toolkit: http://www.hospitalmedicine.org/marquis/ Medications at Transitions and Clinical Handoffs (MATCH) Toolkit for Medication Reconciliation: http://www.ahrq.gov/professionals/quality-patient- safety/patient-safety- resources/resources/match/index.html

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For more information

Anne Myrka, RPh, MAT Pharmacist (518) 320-3591 Anne.Myrka@area-i.hcqis.org

IPRO CORPORATE HEADQUARTERS

1979 Marcus Avenue Lake Success, NY 11042-1002

IPRO REGIONAL OFFICE

20 Corporate Woods Boulevard Albany, NY 12211-2370 www.atlanticquality.org

Template 9/23/14

This material was prepared by the Atlantic Quality Innovation Network (AQIN), the Medicare Quality Improvement Organization for New York State, South Carolina, and the District of Columbia, under contract with the Centers for Medicare & Medicaid Services (CMS), an agency of the U.S. Department of Health and Human Services. The contents do not necessarily reflect CMS policy. 11SOW-AQINNY-TskC.3-15-16

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Questions/Discussion

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Raise your hand Use the chat

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Action Period Assignment

Reflect on the audit and what you have heard from Anne today and identify two challenges and two affordances (things that help) in your medication reconciliation process.

– Please be prepared to share what you come up with on our next

call.

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Expedition Communications

  • All sessions are recorded
  • Materials are sent one day in advance
  • Listserv address for session communications:

medicationsafety@ls.ihi.org

  • To add colleagues, email us at info@ihi.org

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Session 5

  • L. Hayley Burgess, PharmD

Director of Clinical Pharmacy and Medication Safety Hospital Corporation of America, Clinical Services Group

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Thursday, April 23rd, 1:00 – 2:00 PM ET

Safe Management of Newly Released Anticoagulants and High-Alert Medications

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Thank You!

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Joelle Baehrend jbaehrend@ihi.org Dorian Burks dburks@IHI.org

Please let us know if you have any questions or feedback following today’s Expedition webinar.