Welcome to the NQF Safe Practices for Better Healthcare 2009 Update Webinar: Medication Safety – Complex Issues for All (Safe Practices 17-18) Hosted by NQF and TMIT Attendee dial-in instructions: Toll-free Call-in number (US/Canada): 1-866-764-6260 (direct number, no code needed) To join the online webinar, go to: www.safetyleaders.org Online Access Password: Webinar1 (case-sensitive) 1 Welcome and Overview of the Medication Management Chapter of the 2009 NQF Safe Practices Charles Denham, MD Chairman, TMIT Co-chairman, NQF Safe Practices Consensus Committee Chairman, Leapfrog Safe Practices Program Safe Practices Webinar June 18, 2009 2 Panelists Charles Denham Peter Angood Michael Cohen Mary Andrawis Jeffrey Schnipper Patti O’Regan 3 Culture SP 1 Culture Consent & Disclosure Consent & Disclosure Work Force Information Management & Continuity of Care Medication Management Healthcare-Associated Infections Condition- & Site-Specific Practices © 2008 TMIT All Rights Reserved 4 Culture Structures & Systems Culture Meas, F.B, & Interv. Team Training & Team Interv. ID Mitigation Risk & Hazards CHAPTER 2: Creating and Sustaining a Culture of Patient Safety (Separated into Practices] •Leadership Structures & Systems •Culture Measurement, Feedback and Interventions •Teamwork Training and Team Interventions •Identification and Mitigation of Risks and Hazards Consent&&Disclosure Disclosure Consent Informed Consent Life Sustaining Treatment Care of Caregiver Disclosure CHAPTER 3: Informed Consent & Disclosure •Informed Consent •Life Sustaining Treatment •Disclosure •Care of the Caregiver Work Force CHAPTER 6: Medication Management 2009 NQF Report 17. Medication Reconciliation Legend: 18. Pharmacist Information Leadership Structures and Systems Management & Continuity of Care Nursing Workforce Direct Caregivers No Material Changes Material Changes New Labeling Studies CHAPTER 4: Workforce •Nursing Workforce •Direct Caregivers •ICU Care ICU Care CHAPTER 5: Information Management & Continuity of Care •Critical Care Information •Order Read-back and Abbreviations •Labeling Studies •Discharge Systems •Safe Adoption of Integrated Clinical Systems including CPOE Critical Care Info. NEW: • Previous practices including Pharmacist Role, HighMedication Management Alert Medications, Standardized Medication Labeling . & Packaging, and Unit-Dose Medications are bundled into the Pharmacist Leadership Structures and Systems practice. Healthcare Associated Infections Discharge System Read-back & Abbrev. CPOE CHAPTER 6: Medication Management •Medication Reconciliation • Pharmacist Leadership Role Including: High-Alert Med. & Unit Dose Standardized Medication Labeling & Packaging Med Recon Pharmacist Systems Leadership High Alert, Std Labeling/Pkg, & Unit Dose UTI Prevention VAP Prevention MDRO Prevention CHAPTER 7: Hospital Associated Infections • UTI Prevention • MDRO Prevention • Care of the Ventilated Patient & VAP, • Central Venous Catheter Related Blood Stream Infection Prevention • Surgical Site Infection Prevention • Hand Hygiene • Influenza Prevention • Medication Reconciliation updated with expanded Additional Specifications and Example Condition, Site, and Risk Specific Practices Implementation Approaches. Hand Hygiene Falls Prevention Press. Ulcer Prevention © 2008 TMIT All Rights Reserved Influenza Prevention Central V. Cath BSI Prevention Organ Donation Anticoag Therapy DVT/VTE Prevention Wrong site Sx Prevention Glycemic Control Contrast Media Use 5 Sx Site Inf. Prevention Pediatric Imaging CHAPTER 8: •Wrong Site, Wrong Procedure, Wrong Person Surgery Prevention •Falls Prevention •Organ Donorship •Pressure Ulcer Prevention •DVT/VTE Prevention •Anticoagulation Therapy •Gycemic Control •Contrast Media-Induced Renal Failure Prevention •Pediatric Imaging Challenges of Policy Development for Medication Management Peter B. Angood, MD, FRCS(C), FACS, FCCM Senior Advisor, Patient Safety National Quality Forum Safe Practices Webinar June 18, 2009 6 Medication Safety Overview, Evolution, and Current Issues Michael Cohen, RPh, MS, ScD President, Institute for Safe Medication Practices (ISMP) Safe Practices Webinar June 18, 2009 7 Epidemiological Review IOM Preventing Medication Errors • Medications harm too many Americans –At least 1.5 million people per year –Hospitals • 400,000 preventable ADEs per year • About 1 medication error per patient per day – Outpatient setting • Also frequent, though data less solid • 530,000 ADEs/year in Medicare patients 8 Event types reported to Pa-PSRS 9 Hospital Drug Distribution Systems • Pre-1960s - floor stock system – Locked narcotic safes/boxes (keys) with manual counts • 1960s – individual patient prescriptions; 3-to5-day supply, nurses “poured” own meds • 1970s – unit-dose distribution; IV admixtures – Errors much more visible – More pharmacist oversight of drug distribution process • 1980s-’90s – Clinical pharmacy practice • 1990s – present - automated dispensing, robotics, bar-coding, outsourcing for order review 10 Early Studies Date Hospital Error Rate Observed % 1962 University Florida 14.7 1964 University Arkansas 14.4 1967 University Kentucky (UD) 3.5 Kentucky Hosp A 8.3 Kentucky Hosp B 9.9 Kentucky Hosp C 11.5 Kentucky Hosp D 20.6 Johns Hopkins 7.3 Johns Hopkins UD 1.6 1975 11 Historic events in medication safety Year Event 1960s-’70s Studies show hospital ME rates up to 20%; Community Pharmacy 3-5% 1975 ME Feature in Hospital Pharmacy 1990 ISMP and USP form MERP 1992 Dateline NBC premieres with ME story 1995 Events in Florida, Massachusetts, Illinois all make headlines 1995 Leape, Bates, Cullen et al. JAMA 1996-7 IOM chartered study (To Err is Human) 1999 To Err is Human published 1999 TJC SE Alerts – NPSGs – Med Mgt Stds 2006 NQF Safe Practices Medication Management Chapter 2009 NQF Safe Practices Pharmacist Leadership Structures and Systems 12 Clinical consequences of a productrelated error Communication of Drug Information • “Look-alike”/“sound-alike” drug names combined with poor order communication, including during digital transmission • Dangerous abbreviations and dose designations • Suffixes misunderstood or omitted • Confusion related to OTC brand name extensions • Unsafe practices depicted in journal advertising • Name confusion with medical terminology or laboratory nomenclature • Same established name, different substance internationally • More than one trademark for brand item 17 Use of mixed-case (tall-man) characters • Dobutamine 400 mg • Dopamine 500 mg • doBUTamine • doPAmine • chlorpropamide 100 mg • chlorpromazine 100 mg • chlorproPAMIDE • chlorproMAZINE • hydralazine 50 mg • hydroxyzine 50 mg • hydrALAzine • hydrOXYzine 19 Example of error due to lack of Patient Information 20 Sound-alike • Brand names – FEMARA (letrozole) & FemHRT – SEROPHENE (clomiphene) and SARAFEM (fluoxetine) – INVANZ (morphine extended release) or AVINZA (ertapenem injection) • Nonproprietary names – tamoxifen or tomoxetine (now atomoxetine) – fomepizole or omeprazole – torsemide or furosemide Cohen MR. Medication Errors. Causes, Prevention, and Risk Management; 8.1-8.23. 21 Some changes to brand name as a result of medication errors • Losec (confused with Lasix) is now Prilosec • Levoxine (confused with Lanoxin) is now Levoxyl • Mazicon (confused with Mivacron) is now Romazicon • Pediaprofen (confused with Pediapred) is now Children’s Motrin • Altocor (confused with Advocor) is now Altoprev • Reminyl (confused with Amaryl) is now Razadyne • Omacor (confused with Amicar) is now Lovaza 22 Nonproprietary Name Changes • amrinone or amiodarone (now inamrinone) • tamoxifen or tomoxetine (now atomoxetine) • fomepizole or omeprazole (fomepizole was 4methylpyrazole [4-MP] and concern was for confusion with 6-MP [mercaptopurine] • torsemide or furosemide (torsemide was originally torosemide) 23 Oral orders “Read-back” vs. “Repeat-back” • The receiver of the order should write down the complete order or enter it into a computer • Then the receiver should read it back • Receive confirmation from the individual who gave the order 24 Look-alike packaging 26 Lilly insulin color differentiation 29 United States Before and after – both are same strength 30 High-Alert Medications • Small number of medications that have a high risk of causing injury if misused • Errors may or may not be more common with these than with other medications, but the consequences of errors may be devastating 31 Leading Products in Harmful Medication Errors, CY 2005 Generic Name n % Insulin* 386 11.3 Morphine* 164 4.8 Heparin* 120 3.5 Fentanyl* 98 2.9 Hydromorphone* 91 2.7 Warfarin* 88 2.6 Potassium Chloride* 69 2.0 Vancomycin 69 2.0 Enoxaparin* 60 1.8 Metoprolol Tartrate 42 1.2 Furosemide 41 1.2 Methylprednisolone 35 1.0 Meperidine* 33 1.0 MEDMARX annual report 2007 32 Medication Errors Reporting Program (MERP) Operated by the United States Pharmacopeia in Cooperation with the Institute for Safe Medication Practices www.ismp.org Pennsylvania Patient Safety Reporting Program ISMP is a federally certified Patient Safety Organization 36 Actionable Items • Be proactive, not reactive. Learn from experience of other organizations. Medication safety officer/team. • Focus on unsafe practices/at risk behaviors (e.g., unlabelled containers, sharing insulin pens, abbreviating drug names, patient weight conversions, etc.) • Implement technologies (smart pumps, bedside bar-code scanning, follow automated dispensing cabinet guidelines, e-Rx, etc.) • Standardize drug concentrations, units of measure, etc. • Encourage error reporting – internal and external (see “ISMP Med Safety Alert! Pump up the volume – tips for increasing reporting. Feb 9, 2006 “) http://www.ismp.org/Newsletters/acutecare/articles/20060 209.asp 37 Perspectives on the Importance of the Pharmacist Leadership Safe Practice in the Hospital Environment Mary Andrawis, PharmD, MPH Director, Clinical Guidelines and Quality Improvement American Society of Health-System Pharmacists (ASHP) Safe Practices Webinar June 18, 2009 38 The Pharmacist’s Mission To help patients make the best use of medicines Extensively trained to ensure safe and evidence-based use of medications Expanded role to meet the need for comprehensive medication management 39 Literature clearly demonstrates improved patient outcomes, fewer adverse events, and reduced costs when pharmacists are involved in care. 40 Safe Practice 18: Pharmacist Leadership Structures and Systems “Pharmacy leaders should have an active role on the administrative leadership team that reflects their authority and accountability for medication management systems performance across the organization.” 41 Health-System Administrative Team Pharmacy Leader 42 Items of Impact on Care 1. Organizational decision-making. Involve pharmacy leaders with integral system decisions. Direct communication. Engage pharmacy leaders with the organizations’ leadership team and the Board. ASHP Statement on the Roles and Responsibilities of the Pharmacy Executive [PDF] 43 Items of Impact on Care 2. Medication Safety Committee. Create a committee led by pharmacy leaders to review errors. Walk-rounds. Evaluate medication processes and get front-line staff input on medication safety. ASHP Guidelines on Preventing Medication Errors in the Hospital [PDF] 44 Items of Impact on Care 3. Technology Readiness Planning. Call on pharmacy to play central role in planning and implementation of technologies that affect medication use. ASHP Statement on Bar-Code-Enabled Medication Administration Technology [PDF] 45 Items of Impact on Care 4. Pharmacists on Clinical Teams. Place clinical pharmacists on rounds to optimize safe and evidence-based selection and monitoring of medications. ASHP–SHM Joint Statement on Hospitalist–Pharmacist Collaboration [PDF] 46 Utilize your pharmacy leaders to get: better patient outcomes fewer medication errors, and lower costs. Examples of Pharmacists’ Impact 47 Where the Rubber Meets the Road: Implementation of Medication Reconciliation at the Practitioner Level Jeffrey Schnipper, MD, MPH, FHM Director of Clinical Research, BWH Hospitalist Service; Associate Physician, Division of General Medicine, Brigham and Women's Hospital; Assistant Professor of Medicine, Harvard Medical School Safe Practices Webinar June 18, 2009 48 Goals of This Talk • To review the experience at Partners regarding medication reconciliation – Which patients are at highest risk – Benefits of Health Information Technology-based solutions – Other lessons learned • To discuss various ways to approach solutions for medication reconciliation 49 Classifying and Predicting Errors of Inpatient Medication Reconciliation Jennifer R. Pippins, MD, Tejal K. Gandhi, MD, MPH, Claus Hamann, MD, MS, Chima D. Ndumele, MPH, Stephanie A. Labonville, Pharm D, BCPS, Ellen K. Diedrichsen, Pharm D, Marcy G. Carty, MD, MPH, Andrew S. Karson, MD, MPH, Ishir Bhan, MD, Christopher M. Coley, MD, Catherine L. Liang, MPH, Alexander Turchin, MD, MS, Patricia McCarthy, PA, MHA, and Jeffrey L. Schnipper, MD, MPH J Gen Intern Med 2008;23(9):1414-22 50 Effect of a Medication Reconciliation Application and Process Redesign on Potential Adverse Drug Events: A Cluster-Randomized Trial Jeffrey L. Schnipper, MD, MPH, Claus Hamann, MD, MS, Chima D. Ndumele, MPH, Catherine L. Liang, MPH, Marcy G. Carty, MD, MPH, Andrew S. Karson, MD, MPH, Ishir Bhan, MD, Christopher M. Coley, MD, Eric Poon, MD, MPH, Alexander Turchin, MD, MS, Stephanie A. Labonville, Pharm D, BCPS, Ellen K. Diedrichsen, Pharm D, Stuart Lipsitz, ScD, Carol A. Broverman, PhD, Patricia McCarthy, PA, MHA, and Tejal K. Gandhi, MD, MPH Arch Intern Med 2009;169(8):771-80 51 Specific Aims Determine the effects of a redesigned process for medication reconciliation, supported by information technology, on unintentional medication discrepancies with potential for patient harm (potential ADEs) 52 Intervention I: PAML Builder PAML Builder: Action on Admission Reconciliation at Discharge (Site 1) Description of Intervention II: Process Re-design • Admission – Ordering physician takes medication history, creates PAML – Nurse confirms accuracy of PAML – Physician chooses planned action on admission, writes admission orders – Pharmacist reconciles PAML and admission orders • During Hospitalization – PAML updated during hospitalization as needed • Discharge – Physician reviews PAML and current medications, creates discharge orders, documents reconciliation – Nurse reconciles PAML, current medications, and discharge medications, reviews discharge medications with patient/caregiver 56 Medication Reconciliation Errors in the Control Group Discrepancies N=180 N = 2066 Intentional 1127 (55%) Documented Unintentional 939 (45%) Undocumented Potential for Harm 257 (27%) History Error 186 (72%) Admission 57 (22%) Omission 150 (60%) Dose 53 (21%) Frequency 24 (10%) Discharge 129 (50%) Route 0 (0%) No Potential for Harm 682 (73%) Reconciliation Error 78 (30%) Admission 10 (4%) Substitution 9 (4%) Discharge 68 (26%) Additional Medication 12 (5%) Formulation 1 (0.4%) Other 0 (0%) PADE Risk Score Characteristic Points Low/medium patient understanding 1 Age under 85 2 ≥ 16 preadmission medications 1 ≥ 4 high-risk preadmission medications* ≥ 13 outpatient visits last year 1 Family member/caregiver as source 1 * Gout medications, muscle relaxants, hyperlipidemic medications, antidepressants, respiratory medications 1 58 Distribution of PADE Risk Scores Score Range % in Score Range 17 PADEs per patient, Mean (SD) 0.26 (0.64) Total PADEs Accounted for by Group, n (%) 8 (3) 3 31 0.71 (1.26) 40 (16) 4 31 1.72 (1.92) 95 (37) 5-7 21 2.92 (2.50) 113 (44) 0-2 59 Results of RCT Outcome Events, N (per patient) in Usual Care Events, N (per patient) in Intervention Adjusted and Clustered RR (95% CI) All PADEs 230 (1.44) 170 (1.05) 0.72 (0.52-0.99) PADEs due to History Errors 153 (0.96) 125 (0.77) 0.80 (0.55-1.15) PADEs due to Reconciliation Errors 80 (0.50) 52 (0.32) 0.62 (0.29-1.34) PADEs at Admission 49 (0.31) 44 (0.27) 0.87 (0.51-1.52) PADEs at Discharge 181 (1.13) 126 (0.78) 0.67 (0.49-0.98) Subgroup Analyses Subgroup Site Site 1 Site 2 PADE Risk Score 0-3 points 4-7 points N Adjusted RR (95% CI) P value for interaction 0.32 170 152 0.60 (0.38-0.97) 0.87 (0.57-1.32) 0.02 155 167 1.09 (0.49-2.44) 0.62 (0.41-0.93) Discussion • Intervention successful – NNT 2.6 to prevent one PADE – Effective combination of IT and process redesign • But potentially harmful medication discrepancies remained – – – – Incomplete/inaccurate medication sources Lack of patient/caregiver knowledge of medications Lack of clinician adherence with process Software usability issues 62 Discussion • Why more successful at Site 1 than Site 2? – – – – Differences in timing of roll-out, publicity Greater involvement of nurses Software integration at discharge Chance 63 Reconciliation at Discharge (Site 1) Reconciliation at Discharge (Site 2) Implications • Unintentional medication discrepancies with potential for patient harm are very common – Most are due to history errors – Most occur at discharge – Most are due to omissions • Patients at high risk can be identified – Low understanding of preadmission medications – Number of total and high-risk preadmission medications – Frequent outpatient visits • Efforts need to focus first on taking accurate medication histories, second on correcting reconciliation errors at discharge 66 Implications (cont’d) • Rigorous evidence that medication reconciliation can benefit patients • Particular benefits of IT tools – Ability to use existing electronic sources of ambulatory medication information – Better workflow integration in sites with CPOE – Easier sharing of information across providers – Automatic production of discharge documentation – Comparisons of medication lists to facilitate reconciliation and patient education – Provision of alerts and reminders to ensure compliance – Ability to track compliance to inform QI 67 Discussion • Steps Taken to Improve Intervention – Incomplete/inaccurate medication sources • Working on Link to SureScripts/HubRx Data • Post-discharge medication reconciliation so EMR list is more accurate next time – Lack of patient/caregiver knowledge of medications • Patient education – Lack of clinician adherence with process • Cannot write orders if PAML not complete within 24 hours of admission; continued education; culture change with time • Better utilization of pharmacists (help with history rather than police of admission order discrepancies) – Software usability issues • Better integration with admission orders • Improvements to discharge screens still to come 68 Approaches to Medication Reconciliation 1. Pharmacists take medication histories, confirm reconciliation at admission and discharge in all patients – Likely most effective: the most successful interventions in the literature have had extensive pharmacist involvement – Also the most resource intensive 2. Pharmacist technicians take medication histories in the Emergency Department (e.g., Novant Health) 3. Physicians take medication histories in most patients, pharmacists play supporting role in most patients; reserve greater pharmacist involvement for high-risk patients 69 Conclusions • • • • • • • • Medication reconciliation can work HIT can be part of the solution Interdisciplinary communication is key Focus should be on taking good medication histories and reconciling medications at discharge With HIT, little usability issues mean a lot Collectively, we need access to better sources of preadmission medication information Patients and caregivers need to be more a part of the solution Several approaches to use of personnel are possible; not clear which is most effective and efficient 70 Patient Perspective on Medication Management Safe Practices Patti O’Regan, ARNP, ANP, NP-C, PMHNP-BC Nurse practitioner, Port Richey, FL; founding member, TMIT Patient Advocate Panel Safe Practices Webinar June 18, 2009 71 Panelists Charles Denham Peter Angood Michael Cohen Mary Andrawis Jeffrey Schnipper Patti O’Regan 72 Upcoming Safe Practices Webinars July 16 – Leadership and Leadership Principles for Safety (Safe Practices 1-4) September 17 – Important Condition and Common Safety Issues (Safe Practices 26-34) October 22 – Creating Transparency, Openness, and Improved Safety (Safe Practices 5-8) November 19 – Healthier Communication and Safe Information Management (Safe Practices 12-16) December 17 – Optimizing a Workforce for Optimal Safe Care (Safe Practices 9-11) 73