Concepts for the Development of a Customizable Checklist for Use by Patients

Fernando, Rohesh J.; Shapiro, Fred E.; Rosenberg, Noah M.; Bader, Angela M.; Urman, Richard D.

doi:10.1097/pts.0000000000000203

Cited by 7 publications

(18 citation statements)

References 23 publications

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“…Our findings on health and personal care optimisation are in line with today's recommendations to prevent complications by improving patient information and preparations before surgery [3,24]. Patients are rarely informed in a timely manner about the benefits of lifestyle changes [6] and most patients participating in this study believed it was too late to change lifestyle weeks before surgery.…”

Section: Discussionsupporting

confidence: 78%

“…The purpose of a surgical patient safety checklist is not to replace any existing educational material or clinical data but to help the patient get a better overview on the important information and preparation before and after surgery, and to serve as a communication tool. A surgical patient safety checklist might help the patients being more active in preventing errors and complications [3,16,24].…”

Section: Discussionmentioning

confidence: 99%

“…Initial focus group interviews of patients' personal surgical experiences and healthcare workers' expertise and knowledge are the recommended step in development of a patient checklist [24]. A limitation for this study would be that respondents only represented some surgical specialities and came from a small number of departments and institutions.…”

Section: Limitations and Strengthsmentioning

confidence: 99%

“…Checklists, such as the WHO Surgical Safety Checklist in operating theatres and the comprehensive Surgical Patient Safety System (SURPASS) throughout the surgical pathway, have been shown to improve patient safety by preventing medical errors and to reduce morbidity and mortality [20][21][22][23]. How patients can be involved in applying checklists has been recommended, but has not been significantly explored [3,24]. A checklist for patients to use might enhance patientphysician communication, increase patient's participation in their own safety and optimise patient health [3,6,24].…”

Section: Introductionmentioning

confidence: 99%

“…How patients can be involved in applying checklists has been recommended, but has not been significantly explored [3,24]. A checklist for patients to use might enhance patientphysician communication, increase patient's participation in their own safety and optimise patient health [3,6,24].…”

Section: Introductionmentioning

confidence: 99%

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Patients’ and healthcare workers’ recommendations for a surgical patient safety checklist – a qualitative study

Harris

Søfteland

Moi

et al. 2020

BMC Health Serv Res

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Background: Patients' involvement in patient safety has increased in healthcare. Use of checklists may improve patient outcome in surgery, though few have attempted to engage patients' use of surgical checklist. To identify risk elements of complications based on patients' and healthcare workers' experiences is warranted. This study aims to identify what the patients and healthcare workers find to be the risk elements that should be included in a patient-driven surgical patient safety checklist. Method: A qualitative study design where post-operative patients, surgeons, ward physicians, ward nurses, and secretaries from five surgical specialties took part in focus group interviews. Eleven focus groups were conducted including 25 post-operative patients and 27 healthcare workers at one tertiary teaching hospital and one community hospital in Norway. Based on their experiences, participants were asked to identify perceived risks before and after surgery. The interviews were analysed using content analysis.Results: Safety risk factors were categorised as pre-operative information: pre-operative preparations, post-operative information, post-operative plans and follow-up. The subcategories under pre-operative information and preparations were: contact information, medication safety, health status, optimising health, dental status, read information, preparation two weeks before surgery, inform your surgical ward, planning your own discharge, preparation on admission and just before surgery. The subcategories under post-operative information, further plans and follow-up were: prevention and complications, restriction and activity, medication safety, pain relief, stomach functions, further care and appointments. Both healthcare workers and patients express the need for a surgical patient safety checklist. Conclusion:A broad spectre of risk elements for a patient safety checklist were identified. Developing a surgical safety checklist based on these risk elements might reduce complications and unwanted errors. Trail registration: The study is registered as part of a clinical trial in ClinicalTrials.gov: NCT03105713.

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Section: Discussionsupporting

confidence: 78%

Section: Discussionmentioning

confidence: 99%

Section: Limitations and Strengthsmentioning

confidence: 99%

Section: Introductionmentioning

confidence: 99%

Section: Introductionmentioning

confidence: 99%

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Patients’ and healthcare workers’ recommendations for a surgical patient safety checklist – a qualitative study

Harris

Søfteland

Moi

et al. 2020

BMC Health Serv Res

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Improving Pediatric Patient Readiness for Gastrostomy Placement via Caregiver's Preconsult Involvement

Albin

McCormick

2019

Journal of Pediatric Surgical Nursing

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Introduction Patients and families referred for gastrostomy tube placement were rarely informed or prepared for the presurgical evaluations required to schedule surgery. These requirements are embedded in a Gastrostomy Readiness Checklist (GRC) that must be completed before scheduling surgery. The GRC was intended to be initiated by the referring provider, yet this was rarely done. As a result, registered nurses (RNs) assumed responsibility for the GRC. Families were often dissatisfied with the need for additional appointments and delayed surgery scheduling. The purpose of this quality improvement project was to increase readiness for surgery by better preparing families for the consult, while decreasing RN involvement in the GRC. Methods The GRC was placed on a Web-based platform that schedulers asked parents to complete before the consult. A standard process was created for RNs to obtain orders for presurgical evaluations so all appointments could be scheduled on the same day. Results GRC initiation increased 38% by transitioning it to caregivers. The need for additional presurgical visits decreased 62%. The ability to immediately schedule surgery increased 36%. RN clinic preparation time decreased by 28%. Discussion Implementation of a standard process for coordinating presurgical evaluations improved readiness to schedule surgery at the time of consult and reduced the need for additional clinic visits. Giving families advanced access to the GRC increased knowledge of gastrostomy placement requirements. RNs' satisfaction increased with more time available for other patient care priorities. There is an opportunity to improve GRC initiation by families through better training of the scheduling team.

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Checklist design and implementation: critical considerations to improve patient safety for low-frequency, high-risk patient events

et al. 2019

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Purpose: This pilot project describes the development and implementation of two specialised aviation-style checklist designs for a low-frequency high-risk patient population in a cardiac intensive care unit. The effect of the checklist design as well as the implementation strategies on patient outcomes and adherence to best practice guidelines were also explored. The long-term objective was to improve adherence to accepted processes of care by establishing the checklists as standard practice thereby improving patient safety and outcomes.Methods: During this project, 10specialised crisis checklists using two specific aviation-style designs were developed. A quasiexperimental prospective pre-post repeated measure design including surveys along with repetitive simulations were used to evaluate self-confidence and self-efficacy over time as well as the perceived utility, ease of use, fit into workflow and benefits of the checklists use to patients. Performance, patient outcomes and manikin outcomes were also used to evaluate the effectiveness of the crisis checklists on provider behaviours and patient outcomes.Results: Overall self-confidence and self-confidence related to skills and knowledge while not significant demonstrated clinically relevant improvements that were sustained over time. Perceptions of the checklists were positive with consistent utilisation sustained over time. More importantly, use of the checklists demonstrated a reduction in errors both in the simulated and clinical setting.Conclusion: Recommendations from this study consist of key considerations for development and implementation of checklists including: utilisation of stakeholders in the development phase; implementation in real and simulated environments; and ongoing reinforcement and training to sustain use.

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Concepts for the Development of a Customizable Checklist for Use by Patients

Cited by 7 publications

References 23 publications

Patients’ and healthcare workers’ recommendations for a surgical patient safety checklist – a qualitative study

Patients’ and healthcare workers’ recommendations for a surgical patient safety checklist – a qualitative study

Improving Pediatric Patient Readiness for Gastrostomy Placement via Caregiver's Preconsult Involvement

Checklist design and implementation: critical considerations to improve patient safety for low-frequency, high-risk patient events

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