Running Effective Interdisciplinary Team (IDT) Meetings

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Running EffectiveInterdisciplinary Team (IDT)MeetingsConnie Dahlin, MSN, ANP-BC, ACHPNAndrew Esch, MD, MBAApril 30, 2018

Join us for upcoming CAPC events Upcoming Improving Team Effectiveness Series Events:– Team Communication: Thursday, May 17, 2018 1:30 PM ET Other Upcoming Webinars:– EHR Strategies for the Palliative Care Team: A Town Hall Discussion Wednesday, May 23, 2018 1:30 PM ETVirtual Office Hours:– Planning for Community-Based Care: Getting Started with Jeanne Twohig,MPA May 2, 2018 at 12:30 pm ET– Improving Team Effectiveness with Andrew E. Esch, MD, MBA and TomGualtieri-Reed, MBAMay 29, 2018 at 2:00 pm ET2Register at -hours/

Running EffectiveInterdisciplinary Team (IDT)MeetingsConnie Dahlin, MSN, ANP-BC, ACHPNAndrew Esch, MD, MBAApril 30, 2018

Objectives Describecommon struggles during IDTmeetings Identifykey principles and best practices Developstrategies for connectedness,inclusion and efficiency4

Webinar TMeetingsHospitalIDTClinic andHomePalliativeCare IDTLessonslearnedQ&A

Common Struggles IDTmeetings are long and seem to takeforever Poor attendance of team members Some members talk too much, somemembers not at all Ownership - “My patient, your patient” No consistency in patient presentation6

General Principles forEffective IDT Meetings Beefficient Beinclusive Usea Rounding Tool Attendancemust be mandatory Democraticprocess is essential7

Purpose of IDT meetings Qualitypatient care Teamcohesion Teamsupport GET THERIGHT PERSON WITH THERIGHT SKILLS IN FRONT OF THERIGHT PATIENTS EVERY DAY8

Attendance Allteam members are important to patientcare, therefore everyone needs to be there Attendance develops team chemistry andcommitment to each other A forum to provide support for one another You are NOT too busy for IDT meetings– Discipline for missing IDT meetings9

Democracy is Essential Everyone Promotehas important things to contributeIDT team– Everyone leads meetings Developstrategies to avoid DD (doctordomination)– Everyone has an equal voice on every patient10

Be Efficient Seta start and stop time for meetings Staytrue to the rounding tool Develop Spend Talka triage systemless time on less acute patientsabout your personal life over lunch orafter work11

Be InclusiveAvoid ”my patient, your patient” Invite other specialty team providers or disciplines – Pharmacy, pediatrics, addiction services Invite C-suite members Invite healing art therapists Invite volunteers Basically, if a person wants to come and can help thepatients – let them12

Rounding Tool Theidea is to get the right person fromyour team in front of the right patient onthe right day Fordetails of one sample– CAPC Clinical Rounding Tool13

Rounding Tool Example Patient name and agePertinent Medical HxPertinent CurrentHospitalization EventsPertinent Psychosocial HxReason for ConsultSymptom managementGoals of CareSupport/Counseling/EducationAdvance Care Planning– Surrogate Decision Maker– Advance Directives– Code Status 14Probable Disposition Brief and concise assessment,outcomes and plan.What are the patient/familyneeds today?What is plan for today?What is plan to collaborate withconsulting physician/clinicianPatient/family acuity for visitsand by whom–––––see dailysee 2-3/weeksee PRN,monitor via Case Managementchart review

Rounding Tool Besttool is one the team agrees on or createstogether Can also be simple– Where were we on admission– Where are we today– Where do we plan on going KEYto efficiency– Every patient presented the same way– Everyone on team should be involved in developingthe tool15

HOSPITAL IDT MEETINGS16

Special Considerations Usually Longhigh volumelists, short bench Distractions/opportunityrounds, CM rounds) Handoffs17costs (ICU

Hospital IDT Meetings Clarifying purpose of meetingUse of a rounding tool– Co-created by all disciplines Sharing leadership of the meeting byrotation Ground rules of meetings Rule for Visitors18

Using A Rounding Tool Keepsteam on “same page” Keeps meeting efficient When developed by the team, everyone feelsgood about using it We are all trained and approach care fromdifferent perspectives – this should be a toolthat everyone is comfortable with19

Share Leadership Giveeveryone regular opportunities tolead meetings Providea rounded perspective of thepatient and family This20helps avoid Doctor Domination

Set Ground Rules Set time limits (overall start and stop) No missing IDT meetings Start off meeting with particular patients that need timedue to complexity or care No interrupting – except by team leader No judgments Careful use of humor Get in, get out, get seeing patients21

Visitors Needto educate team on comments– Would it be okay to see comments in the paper? Greatway to educate colleagues Greatway to show C-suite the breadth ofwhat you do Extendyour team– Or do you already have enough resources?22

PALLIATIVE IDT MEETINGSFOR CLINIC AND HOMEBASED PALLIATIVE CARE23

Special Considerations SocialIsolation Technology Balancing24vs. time investment to be F2Fefficiency against need

Clinic and Home Based IDTMeetings Clarifyingpurpose of meeting– Often has multiple purposes Bringingeveryone to the table– In person– Via technology Respect25for time

Clinic and Home Based IDT Reasonfor consult Function of patient Family support Other resources– hospice, home health– aging services, nutrition, respite services Planof care Next visit26

IDT MeetingsReassess Process What Howis working and what is not?to change? Keepbusiness meetings separate frompatient care meetings27

Questions?Please type your question into the questions paneon your WebEx control panel.

Improving Team Effectiveness Series Keep the conversation going in theImproving Team Effectiveness virtualoffice hours. Next session is May 29,2018 at 2pm. Register on capc.org orCAPC Central Virtual Office Hourspages. CAPC Monograph: “Strategies forMaximizing the Health/Function ofPalliative Care Teams” Join us for upcoming webinars onother Team Effectiveness topics: Check out our new Quick Tips on theImproving Team Effectiveness page inCAPC Central– Team Communication on 5/17/18 at1:30pm ESTRegister for all upcoming events ice-hours/

Join us for upcoming CAPC events Upcoming Improving Team Effectiveness Series Events: – Team Communication: Thursday, May 17, 2018 1:30 PM ET Other Upcoming Webinars: – EHR Strategies for the Palliative Care Team: A Town Hall Discussion Wednesday, May 23, 2018 1:30 PM ET Virtual Office Hours: – Planning for Community-Based Care: Getting Started with Jeanne Twohig,

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