Pre-Conference 1

Disclosing, Informing and Investigating: Supporting a culture of safety

Thursday, October 21, 2010

Learning Objectives

At the end of this workshop, participants will be able to:

  • Articulate the rationale behind disclosure and outline how effective disclosure must be planned
  • Describe the steps required for a meaningful team debrief, including articulating key messages to convey appropriate details of the incident
  • Write an effective plan for disclosure to patients and families, and prepare clear, yet compassionate, key messages to use in disclosure
  • Identify the differences between preparing to disclose to the Board and the organizations versus disclosing to the team and patients and families
  • Explain the importance of informing the public and demonstrate competence in preparing for that process
  • Summarize the process for meaningful investigation of an adverse event and draft potential questions for use in a real-life scenario

Thursday, October 21, 2010

Moderator: Viren Naik, Toronto, Ontario
0730 - 0815 Breakfast and Registration
0845 - 0855 Welcome and Opening Remarks

Viren Naik, Ottawa, Ontario

Laurel Taylor, Ottawa, Ontario

0845 - 0855 Adverse Event Video

EHS Atlantic Health Training and Simulation Centre
Script and filming co-ordinated by Derek LeBlanc, Emergency Health Services, Nova Scotia Department of Health.

0855 - 0915 THEME 1: PLANNING TO DISCLOSE TO THE TEAM

Discussion of video and the importance of team briefing
Viren Naik, Ottawa, Ontario

Live role play of team debrief

0915 - 1005 THEME 2: PLANNING TO DISCLOSE TO THE PATIENT/FAMILY

The family perspective
Sabina Robin, Calgary, Alberta

handout download

Speaking from a patient and family perspective, Sabina Robin will address the importance of open and honest communication that is empathetic and respectful when planning and delivering disclosure, and when reviewing educational tools that aid in the disclosure process. Drawing on her own experience of disclosure and those of other patients and families, Sabina will speak to what matters most to patients and families when unanticipated events occur.

Table discussion and role play

Participants develop their own plan based on messages they just saw, practice delivery and discuss.

1005 - 1025 Break
1025 - 1145 THEME 3: PLANNING TO INFORM THE BOARD AND THE ORGANIZATION

Reflections from the board perspective following an adverse event
Joan Dawe, St. John's, Newfoundland

handout download

Joan Dawe will present the role of the Board of Trustees in quality and patient safety as well as circumstances surrounding the discovery and disclosure of an adverse event. Highlights of an appearance at a Public Inquiry and a Public Apology will be discussed.

Table discussion: Planning key messages for disclosure

Developing plan – what’s different from patient disclosure? Participants prepare briefing document and discuss.

1145 - 1300 Lunch
1300 - 1415 THEME 4: PLANNING TO INFORM THE PUBLIC

Guidelines for informing the media
Cecilia Bloxom, Edmonton, Alberta

handout download

Often when an adverse event occurs at a healthcare facility the approach that is taken with the media can vary considerably. The Canadian Patient Safety Institute worked with key stakeholders across the country to develop guidelines that provide a framework of successfully proven methods to inform the media and assist patients, their families and healthcare administrators in the spokesperson role.

The main objective of these new guidelines is to provide guidance and a tool for healthcare administrators and communicators across all healthcare settings – to assist in a time of crisis. They are complementary to the CPSI Disclosure Guidelines that were launched in March 2008. Cecilia Bloxom will provide a demonstration of the Guidelines to Inform the Media of an Adverse Event.

Communicating with the public
Chuck Husak, Bethesda, Maryland

handout download

Chuck Husak will discuss the lexicon of crises that can happen to a healthcare institution – and the range of public responses that can be given in response to each:

  • Aggressively confront, deny, and/or defend
  • Admit, apologize
  • Install elaborate new measures to prevent similar episodes
  • No response

Chuck will also discuss who in the organization could respond, and give casebased examples for each of these situations, complete with outcomes to show what "worked" and what didn’t.

Full Group discussion

1415 - 1430 Break
1430 - 1600 THEME 5: PLANNING TO INVESTIGATE

Why investigation is so important, and how to go about it – do’s/don’ts, techniques
Amir Ginzburg, Mississauga, Ontario

Gathering accurate facts about an adverse event is a critical step in trying to make sure it doesn’t happen again. This session will outline strategies to identify the “who, what, where, and when”, and will explore how thinking about the “why” frames how the investigation is conducted. Amir Ginzburg will discuss successful staff engagement strategies and the need to be sensitive to local factors, such as safety culture.

Table discussion: Investigation questions

Participants will choose questions that are part of investigation from list to practice and discuss

1600 - 1620 Summary of Day

Viren Naik, Ottawa, Ontario

1620 - 1630 Closing Remarks

Viren Naik, Ottawa, Ontario

Laurel Taylor, Ottawa, Ontario

What to Expect at the Symposia

The Halifax Series has evolved into Canada's flagship event in healthcare safety. Participants from previous meetings have consistently remarked about the meeting being innovative, cutting edge, and intellectually challenging.

The meeting is different by design. In developing the early programs, the founders of the Halifax Series sought inspiration within healthcare and in other industries around the world for different ideas, knowledge, skills and attitudes which would present opportunities for the improvement of healthcare safety in Canada. The Halifax Series Organizing Committee has diligently continued this approach.



Halifax 10
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