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An Essay on Patient Safety by Dan Ford, Vice President of the Furst Group in Phoenix, Arizona


The following is a (rather long) summary I prepared for several people who asked me for feedback.  I participated in a two hour conference call Friday afternoon at 5 p.m., from Orlando, with the AzHHA Patient Safety Steering Committee.  I am also a member of the Quality Committee of an Arizona hospital system. 
 
My on-going personal goal is to reach/influence my provider colleagues, nudging/pushing while understanding/compassionate at the same time.  I am probably the only health care search consultant with a genuine passion for patient safety.  Some are not appreciative of my forthright efforts, and that has gotten in the way of my search business. Am more than willing to take that risk.  The goal is worthy.
 
Several people asked me to share ideas from the Annual NPSF (National Patient Safety Foundation) Congress in Orlando this past week, am reflecting this Saturday a.m., returning to Tucson later today, Sarah (daughter) joining me on my flight from DFW as she arrives from Nashville. 
 
Random order listing.  You may also wish to print it out.  Please share these if/as you may choose.  Summarizing and sharing this Mother's Day weekend while I am still on a high, and before getting back to the reality of my day job, health care executive search.
 
1)  Patient safety is a human rights issue. 
 
2)  The words I heard most often that seemed to trickle throughout, that had the most impact with me, had to do with the need for leadership and the need for trust and recognizing that patient safety is a human rights issue.  
 
3)  Senior leadership has to get it, set the standard, model, lead/guide, in addition to financial stewardship.  If not, others should make it happen and cause senior leadership to get it.  Board members need to also get it and to cause the CEO to make it happen.
 
4)  One of the most remarkable speakers was Dr. Mamphela Ramphele, a South African national, Chair of Circle Capital Ventures, a Cape Town base company focusing on growing companies and investing in people, former Managing Director of the World Bank and responsible for focusing the institution's human development activities in the areas of education, health, nutrition, population and social protection.  She talked about the change from Apartheid to Post-Apartheid South Africa, and the analogies to the transformation changes needed in health care. 
 
She noted there can be no excellence without equity, the need for vision and understanding of human rights, leadership, empowered teamwork and the empowerment of the patient.  She noted that South Africans were not used to power and/or leadership and in the transformation this was a real learning experience:  "Groups with well established power were reluctant to cede power to newcomers.  The similarity to health care, where physicians often perceive that their power and authority is challenged by efforts to improve safety and involve a wider array of clinicians, support staff and patients and families in the identification of problems, the search for solutions, and the efforts to implement change."
 
Dr. David Lawrence (retired Chair/CEO of Kaiser Permanent in Oakland), one of the co-chairs of the Annual NPSF Congress this year and last, had invited Dr. Ramphele to speak. It was sheer genius on his part.
 
Dr. Ramphele has a book entitled "Across Boundaries," available on Amazon.
 
5)  Importance of IT, training/education, systems improvement, need for underlying trust.  Trust is not an option.
 
6)  Understand/deal with role conflicts.
 
7)  Importance of data collection, including near misses. 
 
8)  Patients should not be treated as, nor called, visitors, rather as a key part of the hospital team.
 
9)  Increasing number of hospital patients and family advisory councils.
 
10)  Need for empowered teamwork.  Critical linkage of cultural leadership and teamwork (aviation and space industry good role models.)
 
11)  Empowerment of the patient.
 
12)  Increased use of Rapid Response teams.
 
13)  Disclosure, candor, honesty are good business.
 
14)  Increased involvement by patients/families.  Dana Farber has patient safety clinician champions as well as patient/family safety liaisons.  Used on patient rounds, among other.
 
15)  Some hospitals are involving patients/families in the root cause analysis process (one of my personal push-points).  This came out in a breakout session on the consumer, introduced by Dennis O'Leary (JCAHO), and chaired by Chuck Denham (M.D., Texas Institute of Technology and I believe the chair of LeapFrog).  Chuck is producing a film featuring patient/family stories.  Had hoped to have it finished by this week but it was not. 
 
Several of us were asked to speak about our personal/family medical error vignettes in this session.  I talked briefly about ours, including the lack of closure, arrogance, wall of silence, my forgiveness/lack of justice.  I said I was not a clinician, that my interest/expertise is the human piece.  I highlighted the need for communications, the need for human support of the patients/families, and for nurses, physicians and others. 
 
I suggested involving patients/families in the root cause analysis process, noting I had received pushback on this when recommending this.  Several people spoke up and said they are already doing that.
 
16)  Key provider leadership characteristics, per one of the key speakers:  honesty, clear code of ethics, trust, courage, willingness to change, willingness to take risks, wise, passionate, ability to deal with adversity, persistent, hopeful, and open to bigger ideas.
 
17)  Literacy challenges.  90 million Americans have limited literacy, clearly impacting patient safety.  (A real eye opener.)
 
18)  "Understanding is a two way street."  Eleanor Roosevelt.
 
19)  Support systems for traumatized physicians, nurses and others following unexpected outcomes.
 
20)  Forgiveness.  Reconciliation should not be punitive. 
 
21)  The opening session talked about realities regarding the most common excuses that rapidly defeat rapid improvement in patient safety:  1)  The business case,  2)  Evidence for action, 3)  Capacity/resources,                    4)  Leadership, 5)  Power and 6)  Disclosure/autonomy. 
 
The panel included moderator, Chuck Denham, and nationally known speakers Jim Bagian, Jennifer Daley, Lillee Gelinas, Dennis O'Leary, Sue Sheridan, and Bob Wachter.  It was very, very well organized and presented, and set a high energy level for the meeting. 
 
Sue Sheridan (Eagle, SD) lost her husband and her son has a permanent lifetime disability, both because of medical errors.  She talked about the metaphor of a hit and run accident.  I believe it was Sue who also said that honesty is not an option.  (I can personally relate to this metaphor and feelings.)
 
22)  Beverly Johnson, President/CEO, Institute for Family-Centered Care, Bethesda, MD, is working with AHA in promoting the creation of effective partnerships with patients and families.  She emphasizes four principles:  respect/dignity, information, participation and collaboration. (She and I co-presented at the Patient Safety Fellowship in Tucson last fall.)
 
23)  The importance of story-telling.
 
24)  The importance of every single person in the hospital. 
 
25)  Cultural transformation/education has to start in medical school for physicians.  (This was brought up by several physicians in the room at the consumer break-out session, and elsewhere.)
 
26)  There were many speakers and break-out sessions on the clinical, medications, systems, IT parts of patient safety and are good resources.  I did not attend these as these are not my areas of expertise.  These are clearly important to clinicians/leaders wanting to cause change.
 
27)  The legal piece of this continues a major problem, including the attorneys and insurance companies.
 
28)  We are all consumers.  Medical error/unexpected outcome is a level playing field.
 
The following are Dan Ford thoughts, emphasized in this conference, rattling around my head and important to me for a long time, and increasingly important in my recruitment of outstanding leadership for a variety of provider executive positions:
 
-- The wall of silence has no place in health care
-- Providers need to quit being threatened by talking with each other and with patients/families about troublesome health care/patient safety issues
-- Role conflicts need to be recognized and dealt with
-- Trust and candor and communications and disclosure are principles that need to be embraced
-- Patients and families are part of the team (That sounds as simplistic as the need to legislate "I'm Sorry" by providers, but is part of the culture of our industry/society.)
-- Senior leadership simply has to get it. 
-- Likewise, board members and physician leaders
-- We have got to do away with the arrogance and condescending attitudes and deal with each other straight, human being to human being.
-- Senior leadership compensation programs need to have quality/safety responsibility/results/progress as a direct piece of the program.
-- We have to be sensitive to and compassionate about the human needs of providers, just as with patients and families.
-- Virtually every single one of the patients/families who are involved in this movement that I have met, including myself (several of us are health care professionals), are involved because we want to help cause positive change because we care deeply about the heatlh care industry and about providers.  Some of us still and may always have anger, but we have compassion for providers and wish to help deal with the barriers.  We don't have to be right, rather preferring to be heard.  In a way we are modeling candor and directness and honesty through communications with providers.  Putting it in plain terms we need to love and support and understand each other.
 
One of my MD/JD friends recently suggested "my problem" was that I was a spiritual person and led with my feelings.  Sorry, no apologies. 
That is me.  I am also a realist and understand and have consider empathy for the issues/barriers/agendas/politics/fears of my provider executive friends and colleagues.  I truly have much compassion for each of you, along with my nudging.
 
Patient safety is as important as financial stewardship, and should be intertwined.  Every health care provider executive that I now interview as a position candidate I ask about their perspective about the patient experience, including CFO candidates and others.
 
I am very willing to get in the face of litigation/defense attorneys and insurance companies, in forthright and constructive ways, as relate to all of these issues.  Door openers and ideas are invited and appreciated.  We are all consumers.  I understand many, though not all of their realities.  I am offended by what our family has experienced with the legal system and insurance companies involved, knowing our feelings are not unique and are shared by many providers.  Making/saving money at the expense of a brain damaged patient and a poor quality life is simply unacceptable.
 
As an industry insider I will continue to do all I can to help to cause constructive change, as a health care search consultant and through my voluntary, personal patient safety journey.   
 
My interest is not to live in the past, but to recognize that my first wife's permanent brain damage/short term memory loss/poor quality of life will last all of her lifetime as will the impact on our family (and the providers involved?), to accept and appreciate the spirit of  those providers who continue to encourage me on this personal and voluntary journey, and to help cause change from where the industry is today. 
 
Much good is being done.  I applaud and have compassion for all who are so very committed to making this a better industry.  Much, much more is needed.
 
Thanks for reading.
 
Many blessings --
 
Dan
 
Vice President
Furst Group
Phoenix, Arizona
 
520 548 3339 (cell)
520 742 0004
dford@furstgroup.com

www.furstgroup.com
 
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