Nurse Staffing Committees - NJHA

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Nurse Staffing Committees:Legislative Trends & Best PracticesGladys Campbell, RN, MSN, NC-BC, FAANPrinciple, Campbell Coaching & Consulting

Plan For Our Time Together1. Context & History of Nurse Staffing Laws2. Legal trends related to staffing and staffingcommittees3. Requirements of law vs. intent of law4. What has been learned from other states?5. What are best practices related to staffingcommittees?6. Why are successful staffing committeesimportant to us?

History & Context Long standing concerns, across the nation,about nurse staffingUnion Tensions State nursing associationsCreation of NNU – National Nurses UnitedSEIUStaffing as a primary issue for unions and why

Setting the Context:Our Labor Climate Mergers and Affiliations are not just forhospitals NNU – National Nurses UnitedSEIUAFL-CIO – Includes the AFT whichincludes 5 state nursing associations

History and Context Emergence of legislative proposalsrelated to nurse staffingNursing ratios enacted in CaliforniaDevelopment of the NDNQI andCALNOC National Database for Nurse QualityIndicators Collaborative Alliance for NursingOutcomes

The DataTwo NSQI data bases exist:NDNQI (Nursing Database for Nursing QualityIndicators)CALNOC (Collaborative Alliance for NursingOutcomes)Nursing Sensitive Quality Indicators:History & Definitions6

What Is the History of NurseSensitive Quality Indicators? In 1994, The American Nurses Association (ANA)started a long-term commitment to establish thatpatient care (quality and safety) was linked tonursing care.The purpose of this work was to educate nurses,consumers, and policy makers about nursing’scontribution to inpatient hospital care.7

National QualityForum (NQF)2004The first 15 NursingSensitive Measuresundergo extensivereview, evaluation,and consensusapproval throughthe National QualityForum.8

What Does “NurseSensitive” Mean? Nurse sensitive quality outcomes are thosepatient outcomes that have been specificallyand reliably linked, though research, to thepresence or absence of the volume (“dose”)and quality of nursing care.9

What are the Nurse Sensitive Quality Indicators? Outcome Indicators: Process Indicators Hospital acquired pressure ulcersHAPUPatient fallPatient fall with injuryUrinary catheter associated UTICAUTICentral line catheter associated bloodstream infection CLABSIVentilator associated pneumonia orevent VAP/VAEFailure to RescuePediatric IV infiltrationSurgical wound infectionPsychiatric physical/sexual assaultRestraint prevalence Nursing SatisfactionTotal hours of nursing care perpatient, per dayStaff skill mixVoluntary nurse turnoverNursing vacancy ratePatient satisfaction with painmanagementPatient satisfaction withnursing carePatient satisfaction withmedical information providedOverall patient satisfaction

Centers for Medicare andMedicaid Services:Non-Payment for “Never Events”CMS declares there should not be payment for“never events”, those adverse events thatshould “never” occur. Examples include:surgery on the wrong body part, mismatchedblood transfusions, falls, or hospital acquiredpressure ulcers Almost all CMS never events are nurse sensitive!

So What Does This Mean to Us? There is a direct correlation, based on research,between appropriate staffing and patient outcomes. Ifstaffing is inadequate this should be seen by acorresponding drop in patient quality outcomes.Because CMS will not pay for “never events”, most allof which are NSQI – there is a financial cost to poorstaffing for the hospital.

History and Context Emergence of significant researchon Nurse StaffingLinda Aiken Jack Needleman Woman who does financialresearch. Peter Buerhaus

Peter Buerhaus, PhD, RN, FAAN“There is no scientific evidence supporting amagic number for nurse staffing.”The idea of applying ratios is absurd, counterproductive, & backward thinking Ratiosare a bankrupt idea, and their widespreadimplementation could slowly bankrupt theprofession. I would not want to beassociated with a profession that alloweditself to be dummied down to the pointwhere it self-inflicted onto the professionthe very notion that it abhors: a nurse is anurse is a nurse.”

Hey What’s Wrong Witha Little Legislation? You can’t legislate judgmentLaw and ethics are differentBy its nature, laws are linear and reductionist they seem to simplify complex issuesDo you like “big” or “small” government?A law creates a platform that can be built onThe process of creating law can bring peopletogether, or divide them

The First Staffing Committee LawOregon HB 2800 on Nurse Staffing Equal numbers of nurse managers & direct carenurses on the committeeCommittee is to develop nurse staffing plans basedon: Accurate description of individual & aggregatepatient needs Requirements for nursing care Specialized qualifications & competencies ofnursing staffEstablish minimum numbers of nursing staff includingLPNs and CNAs required on specified shifts

Oregon Specific History HB 2800 on Nurse Staffing Include a formal process for evaluating andinitiating limitations on admission or diversion ofpatientsStaffing plans are developed, monitored, evaluated,and modified by the staffing committeeStaffing plans are to be consistent with nationallyrecognized evidence based standards andguidelinesAny nurse on the staffing committee may requestthat the Oregon Department of Human Servicesassist in resolving any staffing impasse

Oregon Specific History 2011 the ONA and OAHHS collaborated on aproject to study the effectiveness of the statestaffing committeesOregon Nurse Staffing Law: is it working?JONA, volume 42, number 3, pp 134-137, March2012 Hospital to hospital experience was widely variableInfluence of the CNE is highly correlated with a highfunctioning staffing committeeA true participative management culture is requiredfor full success“You can’t legislate judgment”

2014 Review of the Status of Compliancewith Staffing Committee Laws in the NWWhy do a review? By 2014 we had over a decade of experience with our nursestaffing committees. Are we maintaining compliance? Are weimproving our processes?We had frequently heard from our union colleagues that thecommittees are not working as they shouldNurse leaders hoped to gain knowledge about the status of ourcommittees, but also hoped to learn what “best practices” instaffing committee work were, and where we might be able tooffer assistance to help committees improve their processes.Where process was “broken” -- why & what does “bestpractice look like?

What Did We Do on Our Site Visits? At each hospital we: Silent observers were allowed into the hospitalbased staffing committee After observing a staffing committee the reviewers: Held a 90min focus group with the staff nurse members ofthe committee only Held a 90min focus group with the leadership members ofthe committee only Each focus group was asked the same 45 questions Used the focus groups for not just data collection but forteaching/learning dialogues as well Met with hospital leaders as requested for verbal reportouts

On Site Visits, Compliance with the Requirementsof the Law and the Intent of the Law WereReviewedCompliance With TheLaw Do you have a staffingcommittee?Right membershipcomposition?Does the committeemeet at least Q6mos?Create a Staffing Plan?Get CEO review of theplan/Review the plan at leastQ6mos?Post the PlanCompliance with the Intent of theLaw To create a participative & collaborativeapproach to nurse staffing between frontline care providers & managementAssure that nurse staffing is driven bythe needs of patients, while consideringthe budget – instead of just being drivenby budgetTo use evidence, research, and data tosupport staffing decisions – rather thanemotionTo create a fluid and continuous processfor the re-evaluation of staffing, patientoutcomes, & patient utilization trendsTo support transparency in hospitalnurse staffing

So What Did We Find Relative toCompliance With Nurse Staffing Laws? Most hospitals had established a nurse staffing committee with theright composition, who met with regularitySome simple questions turned out not to be so simple -- Have youcreated a staffing plan?CEOs were compliant with staffing plan reviews when these planswere forwardedNurse Staffing plans were posted, but there were some consistentmisunderstandings about the posting requirements.Most committees tended to review aspects of the staffing plan withsome regularity, but did not do a formal, specific mid-year reviewMany committees had “flipped” the process for creating a staffingplan.

What does “Flipping theProcess” Mean? The laws required that staffing plans were tobe created by the staffing committee & thatthe CEO would respond to that staffing planInstead many staffing committees were givenfinancially based staffing metrics (which wereassumed to be non-negotiable) which in factindirectly defined the staffing levels for eachunit.A staffing committee then became the“responder” to these financially drivenstaffing metrics rather than the creator of astaffing plan

So How Do You “Unflip” theProcess? The staffing committee process demands that there beunderstood and equal respect for both the quality ofthe care provided to patients and for the financial andbusiness health of the organization.Without “health” and strength in both the quality andbusiness arenas, no hospital will be a strong orsustainable organization.

How Do You Manage & Balance theTension Between These Two Demands?Clinical Care Needsand QualityFinancial Successand BusinessImperatives

Setting Your Committee Up ForSuccess Begin with the most basic requirement of the law youare to create a staffing planThe law says the plan is to be based on data – theexamples of data provided in the law include but are notlimited to: Census data Patient intensity Staff experience (Including Specialty Certification & Training) The design & geography of the unit(s)National Staffing guidelinesPush the data to your committee, don’t make thembeg for it!

What Other Data Does the CommitteeNeed? Quality Data – Nurse Sensitive Quality IndicatorsPatient Utilization Trend DataStaffing Data - Including experience levels of the staff, floatnurse and agency useSatisfaction Data – staff and patient satisfactionWhat Members of the Staffing Committee Might Want toConsider: Who are our patients and what are their needs?How can we use our data to ask additional questions, or to drilldown to develop more in-depth understanding of how nursestaffing, processes of care, and patient outcomes may be linked inour setting?

In God We Trust,From Everyone Else We RequireData .

The Data – Patient Utilization DataWhat Does This Data Include?29

Patient Utilization Data Diagnostic Groups – typesof patientsWorkload based on patienttypePatient workload intensityDaily Census (midnight?)LOS – Length of StayCode team activations –volumeED volumes% of ED patients who areadmitted Volumes by time ofday, day of week,month of year – totalsand by specialtyADT – Admissions,Discharges, Transfers– total average/dayand volume by timeof day – also referredto as “churn”Readmission rates

Historical Use and Volume PatternsSeasonality and Trend gSepOctNovDec

Historical Use and A/D WorkloadPatternsInpatient Discharges by Time of DayJanuary, 7181920Hour (Rounded)Hospital#1St.VHospital #2PPMC212223

The Data – Nurse Staffing DataWhat Does This Data Include?34

Nurse Staffing Data Total Nursing Hours PerPatient DaySkill MixPercent of Agency UseVoluntary Turnover RateNurse Vacancy RateNursing SatisfactionMissed breaksOvertime utilizationOn-call utilizationStaffing complaints Nurse Characteristics Years ofexperience Education Certification Years in thespecialty practice

Nursing Staffing Data / InformationProblems exist in the measurement andbenchmarking of nursing hours per patientday (HPPD) due to inconsistency in definitionof terms, and inconsistency in “who” isincluded in the measurement of hours –including: Fixed vs. Variable FTE Direct vs. Indirect Nursing Hours Productive vs. Non-productive Hours36

How Staffing Committees CanUse Data

What Does All This Data TellYou? Ask, does the data make sense to you? Do you thinkthe staffing numbers reflect what you expected?What does the patient utilization data tell you abouthow you should staff?How many falls have you had over the last fewmonths? Pressure ulcers? Untoward patient eventsAre you assessing the potential staffing impact on anypatient “events”?

Using Data to Inform Staffingand Quality Decisions

Prioritization of the InformationNarrow the focus of your data analysis toinformation that is specific and significant toyour organization. Your priorities should come from the informationabout your care units that you discover when youask the key questions: who do we care for, and whatdo we do for them?Acuity vs. WorkloadCommon vs. Uncommon PatientsPredictable vs. Unpredictable Patients

Setting Your Staffing CommitteeUp For SuccessEducate your Committee related toStaffing Scheduling and BudgetingSome examples

All Sources of Operating Cost toHospitals:Prof. LiabilityInsuranceDepreciation6%4%Bad Debt16%Supplies12%FringeBenefits 16%Salaries46%SalariesFringe BenefitsSuppliesBad DebtDepreciationProf. Liability Insurance

Case Study – Analyzing LaborProductivity Against the Budget

Case Study Score CareDetermining the Distribution of Hours &FTE Within a BudgetIndirect Hours(educationtime etc.)

Case StudyScore CardDetermining the Distribution of Hours & FTE Withina BudgetIndirect Hours(educationtime etc.)

Another Issue of Concern The use of on-call and total hours worked Fatigue

Moving from Compliance With the Lawto Staffing Committee “Best Practices” Formal education/orientation process for new staffing committee membersOrientation to the staffing committee law as part of new employee onboardingIn large organizations, having service line or specialty committees that “feed-up” tothe central staffing committee giving more voice and involvement of staff from alllevels of the organizationCommittees that meet at least quarterly and preferably, monthlyCommittees with an open door policy where employees from other areas areinvited to participate in staffing discussions where their help is desired Ancillary staff Housekeeping Finance staff Facilities management staff Transporters Physicians, etc.Administrators assure that their staffing committees are included in decisionmaking that has a significant impact on staffing.

Moving From Compliance With the Lawto Staffing Committee “Best Practices” The staffing committee is formally linked to other organizational committeesThe hospital is enrolled in a nurse sensitive outcome indicator database (eitherNDNQI or CALNOC)Nurse sensitive outcomes are used as a strong indicator of staffing effectivenessThe committee uses national level professional, specialty guidelines as abenchmark for appropriate staffing in specialty areasThe staffing committee has ready access to organizational data pertinent to theanalysis of nurse staffing which could include: Patient census and census variance trendsPatient LOSNurse sensitive outcome dataQuality metrics and adverse event data where staffing may have been a factorPatient satisfaction dataStaff satisfaction dataNursing overtime, on-call utilization, and agency utilization“assignment by objection” or other staffing complaint/concern dataPatient utilization trends in those areas where on-call is used

Moving From Compliance With the Lawto Staffing Committee “Best Practices” The staffing committee has formal defined methods to communicate their work to thefull nursing department, which may include: Nursing Department newsletterNursing Department Annual ReportA specific nurse staffing committee website that can house: Beyond the creation and evaluation of an annual staffing plan the nurse staffingcommittee may engage in other activities such as: Staffing committee membership and meeting times/placesUnit based staffing plansHospital level best practicesThe current staffing committee lawReports that correlate nurse staffing to patient and staff satisfaction and to NWQIAn email process where staff can communicate staffing concerns in real time.Reviewing staffing complaints/concernsReview of data on breaks missed and the use of overtimeReview of the literature on issues pertinent to staffing such as fatigue, shift options, modelsof care delivery, staffing process improvement mechanismsAnalysis of variance from planned and actual staffing, planned and actual patient volumesThe committee conducts routine surveys to assess staff satisfactionThe organization provides education to nurses on staffing, scheduling, and budgetingso that they may be both educated and informed

Things We Should Pay Attention To The presence of the CNE/CNO is significantly linked tostaffing committee success Tension between financial goals and clinical goals ishealthy in our organizations – conflict avoidance is not Engagement from the C-Suite is critical to staffingcommittee success Nursing and Medical Hospitalists / Intensivists are theonly clinical disciplines that routinely care for complexpatients simultaneously, rather than sequentially

So How Can You Be a “Best Practice” Staffing Committee?Setting Your Staffing Committee Up For Success AttitudeOrientationExpectations – Creating a Charter MembershipOverall Purpose / Strategic ObjectiveTimeline for outcome completion Managing Your Meetings Respectful Shared Leadership Between Co-ChairsPlanned and Scheduled MeetingsClearly Defined Roles and AccountabilitiesAttendance requirementsExpectations for participationDecision making processesUnderstanding of Decisional Authority

What Can be Done to Help Your StaffingCommittee be Successful . Provide a simple check list of the “gotta-dos” to guide compliancewith the lawCreate & review a “best practices” document that outlines stepsyou can take to move your committee from good enough togreat to move beyond the requirements of the lawDevelop a nurse staffing committee orientation plan and notebookSeek out fresh eyes to observe, and consult with your team toprovide new perspective when you get stuckProvide education for your committee members and nurse leadersProvide routine staffing updates to all the staff at your hospitalIntegrate the staffing committee’s work into the organization’squality committee

So What Do You Think? Do you currently have participative management culture& processes in place that would support a staffingcommittee?Do your staff have an understanding of staffing,scheduling, and budgeting that sets a foundation forbuilding a staffing plan?Are your staff interested in being involved in buildingtheir unit based staffing plans?Do you have the indirect time budgeted to allow staffinvolvement?Do your staff nurses have access to the data they wouldneed to build a unit based staffing plan and to evaluatethe effectiveness of your current staffing plan?

Next Steps – A Pilot Project? Select a unit or division to be an exemplar/model for creating a localstaffing planAssure that this unit/division has all the data, as defined, to build alocal staffing plan that is evidence basedEducate the leadership and assigned staff on how to usedata/evidence to build their staffing planHave this unit/division present their work, process and outcomes toall staff at a Shared Governance or all staff meetingHave the committee respond to concerns or process improvementneededRepeat the process on a next unit and a nextCreate a central staffing committee and feed the unit based data upso that the committee can begin to build an organizational staffingplanHave unit based staff and leaders present current data on staffingincluding an evaluation of variance from the plan – at future staffingcommittee meetings

Questions?Comments?

Gladys Campbell, RN, MSN, FAANPrinciple, Campbell Coaching & Consultinggmcampbel4@aol.com503-422-8236

Nurse leaders hoped to gain knowledge about the status of our committees, but also hoped to learn what “best practices” in staffing committee work were, and where we might be able to offer assistance to help committees improve their processes. . Do you think

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