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Client	
  Safety	
  –	
  An	
  Associa1on	
  
Perspec1ve	
  
Ontario	
  Home	
  Care	
  Associa0on	
  
for	
  	
  
CPSI	
  Pa'ent	
  Safety	
  Week	
  
October	
  2013	
  
Ontario	
  Home	
  Care	
  Associa1on	
  
Ø Membership	
  organiza1on	
  of	
  those	
  engaged	
  in	
  
and/or	
  suppor1ve	
  of	
  home-­‐based	
  health	
  care.	
  
Ø Mandate	
  to	
  promote	
  growth	
  &	
  development	
  
of	
  the	
  sector	
  through	
  advocacy,	
  knowledge	
  
transfer,	
  and	
  member	
  service.	
  
Ø 	
  In	
  Ontario,	
  service	
  provider	
  organiza1ons	
  
deliver	
  approximately	
  54	
  million	
  hours	
  of	
  
publicly	
  and	
  privately	
  purchased	
  home	
  care.	
  
Aim	
  
Ø Clients	
  will	
  receive	
  support	
  to	
  live	
  safely	
  in	
  their	
  
homes	
  and	
  will	
  not	
  be	
  harmed	
  by	
  the	
  care	
  they	
  
receive.	
  

	
  
Principle	
  of	
  the	
  OHCA	
  Standards	
  for	
  Home	
  Health	
  
Care	
  Service	
  Provider	
  Organiza1ons	
  
Context	
  
Ø  OHCA	
  members	
  undertake	
  a	
  self-­‐assessment	
  of	
  their	
  performance	
  
to	
  OHCA	
  standards	
  as	
  part	
  of	
  their	
  membership	
  renewal.	
  
Ø  Standards	
  are	
  grouped	
  into	
  five	
  dimensions:	
  
1. 
2. 
3. 
4. 
5. 

Governance	
  &	
  Accountability	
  
Service	
  Delivery	
  
Finance	
  
Quality	
  &	
  Excellence	
  
Human	
  Resources	
  

Ø  Members	
  assess	
  their	
  performance	
  as:	
  
§ 
§ 
§ 
§ 
§ 

Substan1al	
  Compliance	
  
Par1al	
  Compliance	
  
Minimal	
  Compliance	
  
Non-­‐Compliant	
  
Not	
  Applicable	
  
Context	
  
Ø Performance	
  by	
  members	
  to	
  OHCA	
  standards	
  is	
  
presented	
  to	
  the	
  community	
  using	
  a	
  Balanced	
  
Scorecard.	
  (Kaplan	
  and	
  Norton)	
  
Ø Organiza1onal	
  perspec1ves:	
  
–  Customer	
  –	
  sa1sfac1on	
  &	
  client-­‐centredness	
  
–  Internal	
  Business	
  –	
  efficiency	
  &	
  effec1veness	
  
–  Financial	
  –	
  value	
  &	
  risk	
  
–  Learning	
  and	
  Growth	
  –	
  staff	
  training	
  &	
  cultural	
  
a^tudes	
  related	
  to	
  individual	
  and	
  organiza1onal	
  self-­‐
improvement	
  
Safety	
  embedded	
  across	
  all	
  dimensions	
  
Quality	
  
Dimensions	
  

Evidence	
  

	
  
Governance	
  	
  
	
  

Engaged	
  in	
  client	
  
safety	
  monitoring	
  
and	
  ac1ons/	
  
improvements	
  

Service	
  
Delivery	
  

Culture	
  of	
  client	
  
safety	
  

Financial	
  

Resources	
  
dedicated	
  to	
  
client	
  safety	
  

S	
  A	
  F	
  E	
  T	
  Y	
  

Quality	
  	
  
&	
  
Excellence	
  

Emergency	
  
management	
  

Human	
  
Resources	
  

Staffing	
  
Ethical	
  Prac1ces	
  
Issue	
  
Ø Determining	
  provider	
  accountability	
  for	
  client	
  
safety	
  when	
  the	
  staff	
  are	
  not	
  in	
  the	
  home	
  and	
  
cannot	
  control	
  the	
  environment.	
  
Ø Reflected	
  in	
  self	
  assessments	
  of	
  performance	
  
to	
  OHCA	
  standards.	
  
–  Comments	
  explaining	
  the	
  self	
  assessed	
  score	
  
–  Concern	
  expressed	
  by	
  members	
  &	
  brought	
  to	
  the	
  
Board	
  for	
  discussion	
  
Interven1on	
  
Ø  The	
  Plan-­‐Do-­‐Study-­‐Act	
  (PDSA)	
  cycle	
  allows	
  the	
  tes1ng	
  of	
  
ideas	
  before	
  implemen1ng	
  a	
  full	
  scale	
  change.	
  	
  	
  
Ø  From	
  the	
  Associa1on	
  context	
  the	
  improvement	
  cycles	
  
are	
  longer.	
  
Ø  Board,	
  members	
  and	
  staff	
  engage	
  in	
  the	
  cycle.	
  
	
  

A
S
A
S
A
S

P
D

P
D

A
S

P
D

P
D
Interven1on	
  
Ø  Ac1ons:	
  

•  2004	
  –	
  Partnership	
  with	
  Accredita1on	
  Canada	
  
•  2005	
  	
  -­‐	
  Par1cipa1on	
  on	
  Cri1cal	
  Indicator	
  Data	
  Collec1on	
  Expert	
  Panel	
  for	
  
MOHLTC	
  funded	
  research	
  –	
  Adverse	
  Events	
  in	
  Home	
  Care	
  	
  
•  2007	
  -­‐	
  	
  Support	
  Peel	
  Senior	
  Link	
  	
  Medica1on	
  Management	
  ini1a1ve	
  
•  2008	
  –	
  Discussion	
  with	
  Board	
  by	
  N	
  Sears,	
  Principal	
  Inves1gator,	
  Adverse	
  
Events	
  	
  in	
  Home	
  Care	
  	
  
•  2009	
  –	
  Establishment	
  of	
  Pa1ent	
  Safety	
  page	
  within	
  OHCA	
  members	
  only	
  
resources	
  
•  2010	
  –	
  2012	
  Knowledge	
  Exchange	
  Broker,	
  Safety	
  at	
  Home:	
  A	
  Pan-­‐Canadian	
  
Home	
  Care	
  Study,	
  funded	
  by	
  CPSI,	
  CIHR,	
  CHSRF	
  
•  Ongoing	
  since	
  2008:	
  
§  Research	
  Month	
  –	
  educa1onal	
  sessions	
  for	
  members	
  and	
  their	
  staffs	
  
§  Educa1onal	
  	
  webinars	
  such	
  as	
  Infec1on,	
  Preven1on	
  &	
  Control;	
  Mee3ng	
  &	
  
Exceeding	
  the	
  Excellent	
  Care	
  for	
  All	
  Act	
  Expecta1ons;	
  Crea1ng	
  Befer	
  
Value	
  in	
  Home	
  Care;	
  Understanding	
  RAI-­‐HC	
  assessments	
  
§  Board	
  agenda	
  
	
  
Measurement	
  
Ø  Measurement	
  is	
  cri1cal	
  to	
  bringing	
  new	
  knowledge	
  into	
  
prac1ce.	
  
Ø  Improvement	
  in	
  OHCA’s	
  goal	
  of	
  ensuring	
  client	
  safety	
  when	
  in	
  
receipt	
  of	
  home	
  care	
  service	
  was	
  achieved	
  through	
  qualita1ve	
  
measures:	
  
–  Reports	
  from	
  members	
  on	
  annual	
  their	
  self-­‐assessments	
  that	
  their	
  
organiza1on	
  has	
  established	
  a	
  Client	
  Safety	
  Plan	
  which	
  aligns	
  to	
  strategy	
  &	
  
quality	
  
–  Feedback	
  from	
  members	
  that	
  client	
  safety	
  metrics	
  are	
  measured	
  and	
  
descrip1on	
  of	
  metrics	
  used	
  
–  Provider	
  discussion	
  at	
  Board	
  mee1ngs	
  	
  

Ø  Quan1ta1ve	
  measures	
  include:	
  
–  #	
  of	
  visits	
  to	
  OHCA	
  member	
  only	
  client	
  safety	
  web	
  page	
  
–  #	
  of	
  par1cipants	
  on	
  OHCA	
  webinars	
  related	
  to	
  client	
  safety	
  
Contribu1on	
  	
  
Ø  There	
  is	
  an	
  important	
  role	
  for	
  associa1ons	
  to	
  champion	
  safety	
  
in	
  home	
  care.	
  
Ø  Based	
  on	
  the	
  OHCA	
  quality	
  journey,	
  the	
  Associa1on	
  
recognizes	
  the	
  need	
  for	
  safety	
  as	
  a	
  dis1nct	
  standard	
  and	
  
scorecard	
  perspec1ve.	
  
Ø  A	
  dedicated	
  policy	
  paper	
  on	
  client	
  safety	
  in	
  home	
  care	
  in	
  
Ontario	
  will	
  be	
  developed.	
  
Lessons	
  Learned	
  
Ø While	
  safety	
  issues	
  permeate	
  all	
  aspects	
  of	
  
service	
  delivery,	
  client	
  safety	
  needs	
  to	
  be	
  
iden1fied	
  as	
  a	
  strategic	
  priority.	
  
Ø Associa1ons	
  can	
  enable	
  collabora1ve	
  work	
  to	
  
help	
  educate	
  and	
  enable	
  sustainable	
  prac1ces	
  
regarding	
  client	
  safety;	
  risk	
  management;	
  
managing,	
  mi1ga1ng	
  or	
  preven1ng	
  harm.	
  
Thank	
  You	
  
	
  
Sue	
  VanderBent,	
  CEO	
  
sue.vanderbent@homecareontario.ca	
  	
  
	
  
	
  
	
  

www.homecareontario.ca	
  
	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  
	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  	
  @HomeCareOntario	
  

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Client safety an association care perspective ontario home care association

  • 1. Client  Safety  –  An  Associa1on   Perspec1ve   Ontario  Home  Care  Associa0on   for     CPSI  Pa'ent  Safety  Week   October  2013  
  • 2. Ontario  Home  Care  Associa1on   Ø Membership  organiza1on  of  those  engaged  in   and/or  suppor1ve  of  home-­‐based  health  care.   Ø Mandate  to  promote  growth  &  development   of  the  sector  through  advocacy,  knowledge   transfer,  and  member  service.   Ø   In  Ontario,  service  provider  organiza1ons   deliver  approximately  54  million  hours  of   publicly  and  privately  purchased  home  care.  
  • 3. Aim   Ø Clients  will  receive  support  to  live  safely  in  their   homes  and  will  not  be  harmed  by  the  care  they   receive.     Principle  of  the  OHCA  Standards  for  Home  Health   Care  Service  Provider  Organiza1ons  
  • 4. Context   Ø  OHCA  members  undertake  a  self-­‐assessment  of  their  performance   to  OHCA  standards  as  part  of  their  membership  renewal.   Ø  Standards  are  grouped  into  five  dimensions:   1.  2.  3.  4.  5.  Governance  &  Accountability   Service  Delivery   Finance   Quality  &  Excellence   Human  Resources   Ø  Members  assess  their  performance  as:   §  §  §  §  §  Substan1al  Compliance   Par1al  Compliance   Minimal  Compliance   Non-­‐Compliant   Not  Applicable  
  • 5. Context   Ø Performance  by  members  to  OHCA  standards  is   presented  to  the  community  using  a  Balanced   Scorecard.  (Kaplan  and  Norton)   Ø Organiza1onal  perspec1ves:   –  Customer  –  sa1sfac1on  &  client-­‐centredness   –  Internal  Business  –  efficiency  &  effec1veness   –  Financial  –  value  &  risk   –  Learning  and  Growth  –  staff  training  &  cultural   a^tudes  related  to  individual  and  organiza1onal  self-­‐ improvement  
  • 6. Safety  embedded  across  all  dimensions   Quality   Dimensions   Evidence     Governance       Engaged  in  client   safety  monitoring   and  ac1ons/   improvements   Service   Delivery   Culture  of  client   safety   Financial   Resources   dedicated  to   client  safety   S  A  F  E  T  Y   Quality     &   Excellence   Emergency   management   Human   Resources   Staffing   Ethical  Prac1ces  
  • 7. Issue   Ø Determining  provider  accountability  for  client   safety  when  the  staff  are  not  in  the  home  and   cannot  control  the  environment.   Ø Reflected  in  self  assessments  of  performance   to  OHCA  standards.   –  Comments  explaining  the  self  assessed  score   –  Concern  expressed  by  members  &  brought  to  the   Board  for  discussion  
  • 8. Interven1on   Ø  The  Plan-­‐Do-­‐Study-­‐Act  (PDSA)  cycle  allows  the  tes1ng  of   ideas  before  implemen1ng  a  full  scale  change.       Ø  From  the  Associa1on  context  the  improvement  cycles   are  longer.   Ø  Board,  members  and  staff  engage  in  the  cycle.     A S A S A S P D P D A S P D P D
  • 9. Interven1on   Ø  Ac1ons:   •  2004  –  Partnership  with  Accredita1on  Canada   •  2005    -­‐  Par1cipa1on  on  Cri1cal  Indicator  Data  Collec1on  Expert  Panel  for   MOHLTC  funded  research  –  Adverse  Events  in  Home  Care     •  2007  -­‐    Support  Peel  Senior  Link    Medica1on  Management  ini1a1ve   •  2008  –  Discussion  with  Board  by  N  Sears,  Principal  Inves1gator,  Adverse   Events    in  Home  Care     •  2009  –  Establishment  of  Pa1ent  Safety  page  within  OHCA  members  only   resources   •  2010  –  2012  Knowledge  Exchange  Broker,  Safety  at  Home:  A  Pan-­‐Canadian   Home  Care  Study,  funded  by  CPSI,  CIHR,  CHSRF   •  Ongoing  since  2008:   §  Research  Month  –  educa1onal  sessions  for  members  and  their  staffs   §  Educa1onal    webinars  such  as  Infec1on,  Preven1on  &  Control;  Mee3ng  &   Exceeding  the  Excellent  Care  for  All  Act  Expecta1ons;  Crea1ng  Befer   Value  in  Home  Care;  Understanding  RAI-­‐HC  assessments   §  Board  agenda    
  • 10. Measurement   Ø  Measurement  is  cri1cal  to  bringing  new  knowledge  into   prac1ce.   Ø  Improvement  in  OHCA’s  goal  of  ensuring  client  safety  when  in   receipt  of  home  care  service  was  achieved  through  qualita1ve   measures:   –  Reports  from  members  on  annual  their  self-­‐assessments  that  their   organiza1on  has  established  a  Client  Safety  Plan  which  aligns  to  strategy  &   quality   –  Feedback  from  members  that  client  safety  metrics  are  measured  and   descrip1on  of  metrics  used   –  Provider  discussion  at  Board  mee1ngs     Ø  Quan1ta1ve  measures  include:   –  #  of  visits  to  OHCA  member  only  client  safety  web  page   –  #  of  par1cipants  on  OHCA  webinars  related  to  client  safety  
  • 11. Contribu1on     Ø  There  is  an  important  role  for  associa1ons  to  champion  safety   in  home  care.   Ø  Based  on  the  OHCA  quality  journey,  the  Associa1on   recognizes  the  need  for  safety  as  a  dis1nct  standard  and   scorecard  perspec1ve.   Ø  A  dedicated  policy  paper  on  client  safety  in  home  care  in   Ontario  will  be  developed.  
  • 12. Lessons  Learned   Ø While  safety  issues  permeate  all  aspects  of   service  delivery,  client  safety  needs  to  be   iden1fied  as  a  strategic  priority.   Ø Associa1ons  can  enable  collabora1ve  work  to   help  educate  and  enable  sustainable  prac1ces   regarding  client  safety;  risk  management;   managing,  mi1ga1ng  or  preven1ng  harm.  
  • 13. Thank  You     Sue  VanderBent,  CEO   sue.vanderbent@homecareontario.ca           www.homecareontario.ca                                                  @HomeCareOntario