{"id":380,"date":"2016-02-09T15:42:55","date_gmt":"2016-02-09T15:42:55","guid":{"rendered":"https:\/\/blogs.bmj.com\/quality\/?p=380"},"modified":"2016-02-16T10:32:56","modified_gmt":"2016-02-16T10:32:56","slug":"healthcare-quality-improvement-with-frontline-engagement-reducing-calls-missed-by-a-hospitals-telephone-exchange","status":"publish","type":"post","link":"https:\/\/blogs.bmj.com\/quality\/2016\/02\/09\/healthcare-quality-improvement-with-frontline-engagement-reducing-calls-missed-by-a-hospitals-telephone-exchange\/","title":{"rendered":"Healthcare quality improvement with frontline engagement: reducing calls missed by a hospital\u2019s telephone exchange"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-381\" src=\"https:\/\/blogs.bmj.com\/quality\/files\/2016\/02\/Saru.jpg\" alt=\"Saru\" width=\"130\" height=\"145\" \/><\/p>\n<p><em><span style=\"font-weight: 400\">Saru Bhartia has completed the Improvement Advisor Program at the Institute for Healthcare Improvement and Advanced Lean Training at Virginia Mason Institute. She leads a portfolio of quality improvement projects spanning clinical and non-clinical services at Sitaram Bhartia.<\/span><\/em><\/p>\n<p><b>Meta-Description: <\/b><span style=\"font-weight: 400\">Initiating quality improvement at Sitaram Bhartia\u2019s telephone exchange brought us better-than-expected results and gave insights on leading change.<\/span><\/p>\n<p><b>Keywords: <\/b><span style=\"font-weight: 400\">Quality improvement, Quality improvement in healthcare, Sitaram Bhartia, India<\/span><\/p>\n<p><span style=\"font-weight: 400\">Change is always hard and most of the times we hate to change. Often, attempts to change or improve in an organization are met with resistance, making failure and frustration the common outcomes of change initiatives.<\/span><\/p>\n<p><span style=\"font-weight: 400\">In the summer of 2012, I was two years into my new position as Quality Manager at our family-founded nonprofit hospital. \u00a0I had earlier completed the ten-month Improvement Advisor Professional Development Program of the Institute for Healthcare Improvement and become one of earliest professionals with such a certification in India. \u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Yet my two projects attempting to improve cleanliness of public toilets and availability of quality linen had failed. \u00a0I was beginning to question the applicability of the methods I had learnt in the Indian setting.<\/span><\/p>\n<p><b>Triggering Incident: <\/b><span style=\"font-weight: 400\">Changing the status quo can sometimes \u00a0begin with the most unassuming catalyst. And that\u2019s exactly what propelled our third major improvement project at Sitaram Bhartia.<\/span><\/p>\n<p><span style=\"font-weight: 400\">One of our consultants complained to our medical director about her patients not being able to reach her through the telephone exchange, moving us towards addressing this issue. This time, we succeeded and managed to reduce missed calls to the hospital telephone exchange from about 26% to 8%. Clearly, something was different that led to success, but what? <\/span><\/p>\n<p><b>The Story of Our Change: Engaging Frontline Staff<\/b><\/p>\n<p><span style=\"font-weight: 400\">As I\u2019d mentioned earlier, success had evaded us with earlier improvement projects. However, this time, we had two major differentiating factors on our side:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The quality of the department manager, and<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The degree of engagement of the frontline staff. \u00a0<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">So how did we make it happen?<\/span><\/p>\n<ul>\n<li><b><b>We had good departmental leadership: <\/b><span style=\"font-weight: 400\">Sitaram Bhartia\u2019s telephone exchange was under Irina Sharma, a manager who had <\/span><b>technical understanding of the job, strong people skills, and a desire to improve.<\/b><span style=\"font-weight: 400\"> \u00a0All three factors proved to be invaluable in driving success. <\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><\/b><\/li>\n<\/ul>\n<ul>\n<li><b>We got organized: <\/b><span style=\"font-weight: 400\">From the very beginning, Irina embraced the project and began by observing the staff in a non-threatening manner. \u00a0She identified system related defects \u2013 for which staff were not responsible. We collected data, created a project charter, and brainstormed for change ideas among ourselves. <\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><\/li>\n<\/ul>\n<ul>\n<li><b>We began communicating more: <\/b><span style=\"font-weight: 400\">We hear about open and transparent communication quite often, but implementing it is a different ball game altogether. At the time we began the telephone exchange project, we came across a familiar challenge. <\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">As was typical for our organization at the time, most discussions happened in a room away from where all the action was \u2013 between the department manager and the quality manager supported by a quality officer; an experienced telephone exchange officer was brought in occasionally. <\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">We changed that.\u00a0<\/span><\/li>\n<\/ul>\n<ol>\n<li style=\"font-weight: 400\"><b>We began snorkeling! <\/b><span style=\"font-weight: 400\">Around this time I made a trip to the IHI headquarters in Cambridge, Massachusetts to help teach the Improvement Advisor program to a new cohort. I was desperate to succeed in my third project and shared details with <\/span><a href=\"http:\/\/www.ihi.org\/about\/Pages\/IHISeniorFellows.aspx\"><span style=\"font-weight: 400\">Ron Moen<\/span><\/a><span style=\"font-weight: 400\"> and <\/span><a href=\"http:\/\/www.ihi.org\/communities\/blogs\/_layouts\/ihi\/community\/blog\/itemview.aspx?List=7d1126ec-8f63-4a3b-9926-c44ea3036813&amp;ID=145\"><span style=\"font-weight: 400\">Jane Taylor<\/span><\/a><span style=\"font-weight: 400\">, the senior faculty who I was assisting. <\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">They suggested that I re-think how the front-line staff was being involved in the project and pointed me to \u201c<\/span><a href=\"http:\/\/www.ihi.org\/resources\/pages\/tools\/tcabhowtoguideengagingstaff.aspx\"><span style=\"font-weight: 400\">Transforming Care at the Bedside How-to Guide: Engaging Front-Line Staff in Innovation and Quality Improvement<\/span><\/a><span style=\"font-weight: 400\">\u201d. <\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">This is how I got introduced to the <\/span><a href=\"http:\/\/www.kingsfund.org.uk\/projects\/pfcc\/snorkelling\"><span style=\"font-weight: 400\">Snorkel<\/span><\/a><span style=\"font-weight: 400\">: a valuable process, not only for generating new ideas for testing, but also as a powerful way to engage the hearts and minds of frontline staff.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">While still in the US, I spoke to my project team and requested them to ask the telephone exchange staff to help reduce the missed calls. Irina called for a meeting of all telephone exchange staff without a specific agenda. <\/span><\/p>\n<p><b>Mid-Journey Roadblocks<\/b><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">The meeting was held in a typically formal manner with the manager doing most of the talking. \u00a0It failed as the staff did not participate in the discussion. This was the first time the management was asking the staff for their opinion and the staff was a bit suspicious.<\/span><\/p>\n<p><span style=\"font-weight: 400\">We were disappointed with the initial failure but we brainstormed again and set up another meeting \u2013 this time for generating ideas for reducing missed calls at night. The project team had already come up with a list of change ideas for reducing missed calls during the day and believed that they had covered everything; moreover, they felt the frontline staff would not be able to add anything further. <\/span><\/p>\n<p><b>Simple Fixes for Large Obstacles: A Snorkel in Action<\/b><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">For the next meeting, we created an informal round table set up with the manager, a quality officer, and our telephone exchange staff. <\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">The manager started the meeting by sharing what was working well in the telephone exchange and acknowledged the defects in the present system. She <\/span><i><span style=\"font-weight: 400\">assured <\/span><\/i><span style=\"font-weight: 400\">the staff that the idea of the meeting was not to point fingers but to understand system-related issues. Tea was served. The manager acted as a facilitator and the quality officer, Zorba Bahlvi, took notes. A change in the meeting format led to the staff feeling relaxed. Once the first staff member started talking, others joined in.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Though the meeting had been called to get ideas to reduce missed calls at night, the staff became so engaged, they also offered ideas to reduce missed calls during the day with solutions that hadn\u2019t occurred to anyone in the project team. At this point <\/span><b><i>I realized the power of the frontline staff &#8211; they bring insights that nobody else can. <\/i><\/b><\/p>\n<p><span style=\"font-weight: 400\">With the help of the frontline staff, we regenerated a list of change ideas. Some of the changes were implemented immediately \u2013 these were the \u201cjust do it\u201d sort of ideas that required little effort and seemed like \u201cno-brainers\u201d. For some of the other change ideas we decided to run Plan-Do-Study-Act (PDSA) to test if the change would lead to an improvement. <\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">Did we face any resistance this time? Unequivocally, no. <\/span><b><i>Because the frontline was engaged in coming up with the list of change ideas there was no resistance in testing or implementing these new ideas.<\/i><\/b><\/p>\n<p><span style=\"font-weight: 400\">You can read more about our project in the <\/span><a href=\"http:\/\/qir.bmj.com\/\"><span style=\"font-weight: 400\">BMJ Quality Improvement Reports<\/span><\/a><span style=\"font-weight: 400\">!<\/span><\/p>\n<p><b>A Happy Ending for All<\/b><\/p>\n<p><span style=\"font-weight: 400\">By the time we were done, we were looking at results we couldn\u2019t have fathomed before getting started.<br \/>\n<\/span><span style=\"font-weight: 400\"><br \/>\n<\/span><span style=\"font-weight: 400\">Morale in the department shot up. \u00a0Making a change seemed to become much easier. \u00a0I learnt that working with the right partner \u2013 an engaged department manager \u2013 was essential. \u00a0I learnt the critical role of the frontline staff. I also realized the importance of persevering through <\/span><b>multiple failures<\/b><span style=\"font-weight: 400\"> as one tries to learn effective use of an improvement methodology. \u00a0<\/span><\/p>\n<p><b>New Beginnings<\/b><\/p>\n<p><span style=\"font-weight: 400\">At the time of writing this post, it\u2019s my pleasure to report to you that since the telephone exchange project, we have taken up other projects in the laboratory, emergency room, labour room, operation theatre, and outpatient department &#8211; and all are progressing satisfactorily!<\/span><\/p>\n<p><span style=\"font-weight: 400\">Here\u2019s to new beginnings and forging ahead! And to hearing your stories of transformation! Share with us any change initiatives that you\u2019ve had success \u2013 or failure \u2013 with.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-382 aligncenter\" src=\"https:\/\/blogs.bmj.com\/quality\/files\/2016\/02\/B-1.jpg\" alt=\"B 1\" width=\"493\" height=\"257\" srcset=\"https:\/\/blogs.bmj.com\/quality\/files\/2016\/02\/B-1.jpg 1007w, https:\/\/blogs.bmj.com\/quality\/files\/2016\/02\/B-1-300x156.jpg 300w, https:\/\/blogs.bmj.com\/quality\/files\/2016\/02\/B-1-768x400.jpg 768w\" sizes=\"auto, (max-width: 493px) 100vw, 493px\" \/><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-383 aligncenter\" src=\"https:\/\/blogs.bmj.com\/quality\/files\/2016\/02\/B-2.jpg\" alt=\"B 2\" width=\"543\" height=\"345\" srcset=\"https:\/\/blogs.bmj.com\/quality\/files\/2016\/02\/B-2.jpg 697w, https:\/\/blogs.bmj.com\/quality\/files\/2016\/02\/B-2-300x191.jpg 300w\" sizes=\"auto, (max-width: 543px) 100vw, 543px\" \/><!--TrendMD v2.4.8--><\/p>\n","protected":false},"excerpt":{"rendered":"<p class=\"qua-blog-post-description\">Saru Bhartia has completed the Improvement Advisor Program at the Institute for Healthcare Improvement and Advanced Lean Training at Virginia Mason Institute. She leads a portfolio of quality improvement projects spanning clinical and non-clinical services at Sitaram Bhartia. Meta-Description: Initiating quality improvement at Sitaram Bhartia\u2019s telephone exchange brought us better-than-expected results and gave insights on [&hellip;]<\/p>\n","protected":false},"author":178,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-380","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/blogs.bmj.com\/quality\/wp-json\/wp\/v2\/posts\/380","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.bmj.com\/quality\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.bmj.com\/quality\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.bmj.com\/quality\/wp-json\/wp\/v2\/users\/178"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.bmj.com\/quality\/wp-json\/wp\/v2\/comments?post=380"}],"version-history":[{"count":0,"href":"https:\/\/blogs.bmj.com\/quality\/wp-json\/wp\/v2\/posts\/380\/revisions"}],"wp:attachment":[{"href":"https:\/\/blogs.bmj.com\/quality\/wp-json\/wp\/v2\/media?parent=380"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.bmj.com\/quality\/wp-json\/wp\/v2\/categories?post=380"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.bmj.com\/quality\/wp-json\/wp\/v2\/tags?post=380"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}