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
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
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.