Service

Help Video

How to Find UBT Basics on the LMP Website

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LMP Website Overview

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How to Find How-To Guides

This short animated video explains how to find and use our powerful how-to guides

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How to Find and Use Team-Tested Practices

Does your team want to improve service? Or clinical quality? If you don't know where to start, check out the team-tested practices on the LMP website. This short video shows you how. 

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How to Use the Search Function on the LMP Website

Having trouble using the search function? Check out this short video to help you search like a pro!

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How to Find the Tools on the LMP Website

Need to find a checklist, template or puzzle? Don't know where to start? Check out this short video to find the tools you need on the LMP website with just a few clicks. 

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Smaller Teams Help Radiology Department Improve Performance

Story body part 1: 

After a false start, the diagnostic imaging department at Woodland Hills Medical Center has found its stride. Its results are impressive: By drawing on the wide experience of the team, it’s improving workflow and boosting attendance.

To get those results, the department created one large UBT with several subcommittees and involved a physician champion. Two radiology summits, which were held to set priorities, included the whole team: 

  • More than 160 employees and physicians who see a quarter-million patients a year.
  • Staff in eight far-flung clinics as well as throughout the medical center. They range in age from late teens to 40-year veterans of Kaiser Permanente.
  • Team members in eight areas of expertise, including ultrasound, MRI, CAT scan, nuclear medicine, mammography, general x-ray, and special procedures.  

From confusion to clarity

At first, the team’s diverse skills and experience flummoxed the department-based team (the term Woodland Hills uses instead of unit-based team).  

“We didn’t know the scope of our work,” says Selena Marchand, a lead sonographer and labor co-lead. “The old DBT got stalled talking about things like the doctors’ parking lot.”

Lessons for large teams

  • Ensure your representative group is truly representative: strive to create a structure that includes someone from each location, modality, shift, etc.
  • Include physicians
  • Reach out to trained facilitators for help
  • Focus on what your department has the power to change

A secret society?

In addition, says Marchand, the representative group—which was working without a facilitator—didn’t communicate with its co-workers about the DBT’s projects. “They thought we were some sort of secret society,” says Marchand, a member of SEIU UHW. 

The team restructured in October 2009, electing one delegate from each “modality,” as the areas of expertise are known, to the representative group.

“Pushing responsibility and accountability back to different modalities has been one of our successes,” says Mike Bruse, the department administrator and management co-lead. “We’re focused on things that we can control in our department.”

Summits get everyone involved

The co-leads convened two department-wide summits to focus on improving team performance and set priorities. Staff members brainstormed about what the challenging issues facing the department were and wrote them on flip chart pages on the wall. Then, each employee attached a sticky note to the issues that most concerned them. The team and managers set out to tackle the seven issues that received the most tags. As the work got under way, progress reports were posted in the employee break room to keep everyone on the team—not just the representatives—informed.

Better workflow

The department also improved the way it distributes film to radiologists, so that patients’ results get to primary care physicians faster. Before the change, technicians were forced to constantly interrupt doctors to read films. Now, there is a tally sheet on each radiologist’s door indicating how many films he or she is reading. This allows techs to know who is available to read a film—and allows radiologists to work undisturbed. An aide to the technologists tracks the process, acting as a traffic controller.

“It was a relatively simple thing that improved satisfaction and patient care a lot,” says Mark Schwartz, MD, who represents physicians on the UBT. “And it didn’t cost any money.”

Better attendance

The team also improved attendance, decreasing last-minute sick calls by 14 days from the end of 2009 to October 2010. They beat the Lab Department in a friendly competition two quarters in a row and were rewarded with a barbeque. To do this, team members simplified presentation of attendance data and posted up-to-the-minute metrics.  

Beyond these gains, management co-lead Bruse says the most significant change is employees’ confidence in their own ability to make improvements.

“Our meetings used to be ‘complain to Mike,’ ” he said. “These days, when people see a problem, they take steps to solve it themselves.”

Improving Patient Care by Speaking Spanish

Deck: 
Team helps provide culturally competent care by speaking Spanish from reception to examination

Story body part 1: 

Imagine developing a severe cough and teeth-chattering chills. You want to be seen by a doctor but no one really understands you: Not the call center operator with whom you try to make an appointment; not the receptionist who checks you in; not the medical assistant who takes your temperature and blood pressure. Not even the doctor who speaks quickly and uses complicated medical terms.

“When you come in for medical care, it’s already like a foreign land,” says Kathleen Kearney, the manager and the UBT co-lead for the Obstetrics and Gynecology department at San Jose Medical Center.  “If you don’t speak English, it can be downright frightening.”

Giving patients better access

Kaiser Permanente has long been committed to providing language access in the form of interpretive services for its non-English speaking members. The Ob/Gyn unit-based team in San Jose has taken the additional step of creating a Spanish-speaking module, a sort of one-stop shop for Spanish-speaking patients.

The idea for the module came from Joseph Derrough, MD, who recognized that good patient care involves more than just the patient and the physician in the exam room. It includes each interaction, from making an appointment to checking in and being assigned a room.

“I realized that we had a significant percentage of patients who only spoke Spanish, and we could do better service to them by providing linguistic and culturally competent care,” Dr. Derrough says. “We had staff that spoke Spanish, but they weren’t all in the same place. My vision was that we could create a clinic module where, from registration to examination, the patient was spoken to in her own language.”

Making it happen

The unit-based team made it happen.

“From the time they walk in the door, every patient should receive the same level of care regardless of the language they speak,” says Glenda Morrison, a medical assistant, SEIU UHW chief shop steward and the UBT co-lead.

But in the beginning, the frontline staff members, including Morrison, were skeptical.

“Since we were already serving Spanish-speaking patients in our clinic, the question we were asking was, ‘Why is this needed?’ ” Morrison says.

But a visit to the Spanish-speaking Medicine module at the Santa Clara campus made them believers. That module has been in place for five years.

“When I saw it in action, a light went off—and I realized that by not speaking to our Spanish-speaking members in their own language, we weren’t providing them with the same care as we were our English-speaking members,” Morrison says.

Overcoming obstacles

Once the team decided to take on the project, it faced some challenges. Offices had to be moved and medical assistants had to be reassigned.

“We had a lot of meetings and a lot of nervous people,” Morrison says.

But again, the Santa Clara example eased fears: “Once they saw how it worked in Santa Clara, we got by-in from the staff and it was easier,” Kearney says.

The module, which opened Sept. 29, includes signage and literature in Spanish. The staff members, from the receptionists and medical assistants to the doctors, are fluent Spanish speakers.  Word about the new module went out through Spanish-speaking television news and newspaper reports. And there was a grand opening.

It’s going well so far, Kearny says, noting that “we have three Spanish-speaking providers each day, and they have appointment capacity for about 20 patients.”

Next steps

Now, the team is looking for ways to quantify the benefits of the new module. It’s hoping to be able to collect patient satisfaction data specifically from Spanish-speaking members to assess the impact, Kearney says.

“If it shows success, we’ll pass the idea on to other teams,” she says.

Meanwhile, the unit is looking at how it can provide culturally competent care for its other monolingual patients.

“We don’t what a certain group to feel singled out,” Morrison says. “We just want them to feel comfortable.”

Many Small UBTs Do What One Large One Can’t

Deck: 
The Charitable Health Coverage Operations department reorganizes—and achieves a goal that had eluded it for years

Story body part 1: 

The employees in Charitable Health Coverage Operations (CHCO) felt good about their Northern California department’s mission—but not so good about how long it took sometimes to help the thousands of low-income children who benefit from KP-subsidized health care.

The department handles the eligibility paperwork for a KP program that provides health coverage to people who don’t qualify for employer-based health coverage or public programs like Medicaid. At the team’s low point in 2005, it had a six-month applications backlog.

“Our primary customers are children,” said Nancy Waring, CHCO customer care manager. “We have over 80,000 children, most of them low income. About 50 percent of our population is Spanish speaking. And the program is completely subsidized by Kaiser.”

Too large a group

In the past, one representative unit-based team encompassed the whole department.  Because employees within the same department were doing very different types of work—processing mail, entering data, processing enrollments, providing customer service, and servicing the regions outside of California—they didn’t share a single set of problems. So the UBT tended to work on departmentwide problems like attendance.

But the single UBT struggled.

 “We basically failed from 2006 to 2009 to do anything,” says Suber Corley, the department’s director, “simply because we were looking at too large a group trying to solve too large a problem.”

So they reorganized. The department now has five UBTs that correspond with employees’ functions.

Setting priorities

The smaller teams set their sites on a number of changes, but they also coordinated with each other on one common goal: to process every application by the 20th of the month.

In their UBT, the mail-room employees decided to look at priorities differently.

“We identified that what we really needed to do was to have a prioritization scheme for every week of the month,” says Victor Romero, CHCO operations manager. He explains that during the first week of January, a recertification application that’s due on April 1 would be low priority in the mail room, whereas a new application—which would need to be processed by January 20 for insurance coverage to begin on February 1—would be high priority. After the 20th, attention moves to the low-priority documents.

The data entry, scanning and enrollment UBTs came up with other solutions, too.

“We instituted several changes in how the application is handled,” says Carl Artis, an enrollment processor team lead and OPEIU Local 29 shop steward. “If we couldn’t process an application, the application was sent back to the customers very early so they could make necessary corrections. We also streamlined our process—there were some things we were doing twice, which wasn’t necessary.”

Artis emphasizes that the changes were developed jointly by frontline workers and managers.

“I have to admit they (the managers) have some really great ideas,” he says, “and they were really able to listen to some great ideas.”

It worked. In October, for the first time in the department’s history, the team was able to process all its new applications by the 20th, so coverage for those applicants could start in November.

“The end result is that poor children did not go without health coverage,” Romero says.

Addressing burnout

In addition to the project to reduce the amount of time it takes to process new applications, the smaller teams have taken on other projects, like reducing burnout among customer service agents who spend all day answering phone calls. They’ve also done charity work together, raising funds to provide school supplies for low-income students at a local high school.

Artis passes on the story of his department’s flourishing UBTs to other members of Local 29.

“I’ve heard some people say, ‘Oh, that’s too much work to take on,’ or, ‘We don’t have the resources we need to address the issue’ or ‘Management would never go for that,’ ” Artis says. “But what I’ve learned is—just try it, and don’t be afraid to fail.”

TOOLS

All in a Day's Work: Value Copernicus!

Format:
PDF (color or black and white)

Size:
6.5" x 6"

Intended audience:
Anyone with a sense of humor

Best used:
Share with colleagues on bulletin boards, in huddles and in your cubicle this lighthearted look at how the whole KP world revolves around our members and patients. 

 

 

Related tools:

Game Changer: Putting the Patient First

Deck: 
Teams in South San Francisco and San Diego work to keep patients front and center

Story body part 1: 

What happens when teams truly walk a mile in their patients’ shoes? They often discover their own actions are making that mile a rocky one for patients—and as a result make huge breakthroughs in the way they deliver care.

In the case of South San Francisco’s multidepartmental pre-admission team, observing their processes from the other side of the gurney spurred them to dramatically streamline the pre-surgery and admitting process for patients. With the member at the forefront of their thinking, the team members turned a two-inch-thick packet of confusing, redundant information into a streamlined, one-page checklist. And a funny thing happened—while redesigning the process to help patients, the team improved the way it works.

“Patients would often get confused and weren’t sure what the next step in the process was,” says Brian Tzeng, MD, the Peri-operative Medicine director. “We realized we didn’t have a clear path for the patient to follow.”

Other teams throughout Kaiser Permanente are making similar realizations, framing their performance improvement work by asking the question, “What’s best for the patient?” If a possible solution doesn’t work well for the member and patient, then there’s more brainstorming to be done. These teams are taking the Value Compass to heart—organizing their work not just around the four points but examining what they’re doing from the patient’s perspective.

What does that mean for frontline teams? At the San Diego Medical Center, the Emergency Department sees up to 300 patients every 24 hours. Physicians and staff members are always on the go, delivering on the ultimate bottom line—saved lives. What could be more important? Clinical quality is high; patients are seen in a timely manner and the rate of unscheduled return visits is good.

Yet the results of a recent patient satisfaction survey bothered the team. The department scored well overall, but their patients gave it only 63 percent approval on one question: While you were in the Emergency Department, were you kept informed about how long the treatment would take?

Cracking the Case of the Missing Lab Orders

Deck: 
Enforcing the law of the lab improves workflow

Patients and specimen samples showing up without orders was a common occurrence at the East Denver Medical Office lab.

In some cases, orders weren’t in the system because there was confusion between the provider and the nurse about who ordered the test. Other times, patients were directed to the lab without verification of a lab order; and orders simply expired.

This lack of follow-through was inconvenient for the patient, who would have to go back to his or her doctor, or wait for a lab employee to contact the department. In some cases, the patient would have to make a second trip.

So, the East Denver team decided to crack down and got a little creative.

They developed an “enforcement” theme and dressed up in police uniforms to issue citations to “violators” as they tracked patients with no orders.

Departments with the most improvement were honored with coffee and donuts. Those that met the criteria for sustained success were recognized with lunch.

OB/GYN went from 42 “violations” in a seven-week period to 34 in a 10-week period. Pediatrics went from 16 occurrences to a single one in similar time frames.

“At first, we didn’t give them (other departments) the specific data,” lab clinical manager Lucy Tyler says. “Then OB asked for it so we started giving it to everyone.”

The team found by tracking the data, they discovered who needed help, and they worked with that team to solve the problem. By showing each department when they were sending patients and specimens to the lab without orders, they could see they were part of the problem.

In some cases it was a surprise.

“This work supports X-ray and pharmacy, too,” phlebotomist Alma Lahti says. “It’s improving orders in other departments.”

TOOLS

Poster: "Care Cards" Give Patients a Voice

Format:
PDF (color and black and white)

Size:
8.5” x 11”

Intended audience:
Union coalition-represented employees and frontline managers

Best used:
Posted on bulletin boards or in break rooms and other staff areas to inspire your team to discuss ways to boost patient satisfaction.
 

 

Related tools:

TOOLS

Preparing You for Surgery

Format:
PDF and Word DOC

Size:
1 page, 8½” x 11”

Intended Audience:
Teams working on improving the pre-surgery process for patients.

Best used:
Use this document as a model to consider how your facility might revamp the presurgery process and create your own one-page checklist for patients. 
This checklist was developed by a multidepartmental team in South San Francisco that wanted to streamline the presurgery process for patients. As a result of using it, 80 percent of patients are now being confirmed as pre-admitted 24 hours before surgery and the completeness and accuracy of admissions rate has hit 99.4 percent.

Read more about the process in the Fall 2010 Hank.

 

Related tools:

Check-In and Front-Desk Work Made EZ

Deck: 
Getting organized helps staff and patients

Registration reps at two medical offices in the Northwest were struggling to get their work done.

Their job aids were inadequate. And these can prove critical in busy clinics, by providing help with tasks like adding a walk-in patient to the schedule, incorporating additional insurance information or processing payments.

But disorganization, improper documentation and an unclear process meant staff members frequently had to stop and interrupt a co-worker (slowing his or her work down) to find out how to do such tasks—all while the member waited.  

So staff members started a “plan, do, study, act” improvement process.

As a first step, they held a meeting and registration representatives brought all their job aids from their desks, often just stacks of paper in no particular order. In the meeting, they tried to find specific documents and were timed.

The average time it took to locate a document was 26 seconds, and worse, the reference document often couldn’t be found.

The team decided to organize their job aid books in a consistent manner. No matter where a registration representative was sitting, every book was the same. Staff also created instruction sheets on some processes that complemented the job aids. 

Included in the new policy and procedure binders were colored job aids with cover sheets in alphabetical order, and also a step-by-step instruction sheet.

“We’ve heard nothing but good feedback from doing this improvement,” supervisor Colleen Moore says. “Staff have more confidence because they are figuring out the answers to their questions instead of asking.”

After implementing the changes, the team tested the process again and located the correct reference document each time in an average time of three seconds. 

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