| January 9, 2006
Raising
the Bar (Coding) on Patient Safety
By Robbi Hess
For The Record
Vol. 18 No. 1 P. 26
By implementing
barcoding technologies, healthcare organizations can pump up their
defenses against medication errors.
On August 29, 2005,
a 21-year-old San Jose, Calif., man died three days after a physician
injected him with the wrong medication. The California Department
of Health Services reported the patient, who was diagnosed with
non-Hodgkin’s lymphoma, was given the wrong chemotherapy drug.
A physician wrote an order for the correct chemotherapy drug and
was notified that a pharmacist had hand-delivered the drug and that
it was ready to be administered, the report found.
The physician told investigators
that a nurse handed him the prefilled medicated syringe without
checking the label and that he also failed to check the label for
accuracy before injecting the drug into the patient’s spine.
It was discovered soon afterward that the man had been given the
wrong medication, and doctors informed him and his family that he
would likely die as a result of their error.
This error occurred
despite the hospital’s policy, which states, “There
should be a second licensed person checking the drug before administration,’’
according to the report. The pharmacist who delivered the medication
to the wrong hospital unit and subsequently delivered that patient’s
prescribed medication to the deceased man’s unit couldn’t
explain how the fatal error occurred.
The pharmacist also
told investigators there is no policy or procedure for the delivery
of these drugs, according to the report.
Errors are not intended
when it comes to medication dosing, but more than 7,000 patients
die annually because of improperly transcribed, prescribed, processed,
or administered medications. According to a report in the Archives
of Internal Medicine, “19% of medication doses are in error,
about 7% of which were deemed potentially harmful to the patient.”
The categories of medication error most frequently reported are:
wrong time, 43%; omission, 30%; incorrect dose, 17%; and unauthorized
medication, 4%.
Bedside bar coding,
while not being billed as a timesaving measure for nursing and clinical
staff, enhances patient safety and is a technology that most patients
embrace.
Planning
for Barcoding Implementation
Cherie Galusha, RN, MSN, nursing informatics project coordinator
at Sacred Heart Medical Center in Spokane, Wash., says the move
to bedside bar coding must involve nurses from each discipline within
a healthcare facility. “All the various specialties should
be involved in the planning phases,” she says.
Mark Neuenschwander,
president of The Neuenschwander Company, a Bellevue, Wash.-based
consulting firm that specializes in pharmacy automation, agrees
that the implementation needs to involve an interdisciplinary team
that includes pharmacy as well as nursing professionals. “It
would also behoove a hospital to involve patient safety people and
eventually the marketing department,” he states. “Once
implementation is begun, the hospital should make the community
aware of the safety measures that are being implemented.”
Neuenschwander says
the American Society of Hospital Pharmacists conducted a survey
that revealed a patient’s greatest fear entering the hospital
is receiving the wrong medication.
Prior to beginning an
upgrade to barcoding technology, a facility must have the infrastructure
in place to support the switch. Since nursing and pharmacy professionals
will bear the brunt of the change, Neuenschwander says they must
be involved in the talks from the beginning. “They have to
be comfortable working within the parameters of the new system,”
he says. “Pharmacy has to make sure that all of the medications
that will make it to bedside have bar codes and that those bar codes
contain the information required for the system and those bar codes
have to be scannable with the system that’s in place.”
Hospitals will try to
buy as much medication as possible with bar codes, but, according
to Neuenschwander, the number of barcoded meds has been low. “As
barcoding regulations go into effect in April 2006, manufacturers
will be required to barcode all packages,” he says. “That
means every package—from single pills in a blister pack to
ampules, vials, syringes, salves, and ointments—will be bar
coded. Any medication that touches a container will need the code.”
Bulk-packed pills will
need to be bar coded at the point of dispensing. Hospitals can choose
to do the coding themselves or outsource it to a prepacking house.
“Pharmacy has
to make sure they not only have bar codes on the medications but
that they are all mapped to the correct information so when the
system scans any bar code it will accurately tell the caregiver
what medication they have in their hand and it will accurately record
in the system what medication was given to the patient,” Neuenschwander
says.
Also, facilities have
to decide which type of patient barcoded wrist bands they will use,
which way the bar code will be positioned on the wristband, and
how the nurses’ bar codes will be applied to their badges.
Mike Wisz, principal
of Mike Wisz & Associates, agrees that the switch to bar coding
impacts all disciplines, from pharmacy and nursing to risk management
specialists. “Everyone that is involved in the medication
use process needs to be at the table,” he says. “The
change to bedside bar coding needs top-down management support in
order to be effectively implemented.”
Training
The type and intensity of training depends, in part, on the software
that is purchased. Depending on the arrangement made with the vendor
supplying the barcoding technology, there can be three options for
training: outsourcing, vendor provided, and a third-party consultant.
Wisz says he has typically seen a hybrid between a vendor training
team coming on site and training a team of nurses that serves as
the on-site, ongoing support team. He says the recommended training
direction is a minimum of four hours per nurse.
“There is either
instructor-led or computer-based training available,” Wisz
notes. “In a pinch, nurses have been trained in as few as
15 minutes—that happens when an untrained nurse floats in
unexpectedly.”
Galusha says Sacred
Heart geared up for barcode training by showing the nurses that
the new technology would have only a minimal effect on their routines.
Because the facility
was a development site for the software, “The system operated
in pilot mode until the nurses became comfortable with the technology,”
she says. There was plenty of in-house buzz before the technology
was introduced. “We had information in staff meetings and
blurbs put into the weekly newsletter,” Galusha says.
Still, there were hurdles
to overcome. Galusha says she knew some nurses would be a bit fearful
of the computer system because they had never before used it on
a daily basis, but steps were taken to alleviate those concerns.
“We offered basic
computer and keyboarding skills to the nurses and clinicians before
the technology and training were introduced,” Galusha says.
In-house nurse “champions” were recruited and given
seven days of in-depth training. Once prepared, this core team trained
and supported their peers.
“Peer-to-peer
training is more effective than having an outsider—who works
with the technology every day—come in and conduct the training,”
Galusha says. “It was really for those in the classes to see
they are nurses like me and if they can do it, I can do it.”
Each of the four implementation
phases involved a two-week training series for staff members of
three to four units at a time. Go-live followed immediately after
so there was little time for new users to forget what they had learned.
Members of the core team were positioned on the units to provide
immediate answers to questions the nurses had once they were on
their own with bedside barcoding stations.
“Another key factor
to the success of our rollout was that the nurses didn’t have
to wait for support. There was a trained nurse on hand 24/7 for
a full week on the units that went live,” says Galusha.
Neuenschwander agrees
that any rollout should be gradual.
“There used to
be the idea of the big bang theory when it came to rollout, but
we’ve found it’s better to do a floor at a time,”
he says. “Getting a really great pilot program with really
positive leaders for the technology is also crucial to a successful
rollout and acceptance.”
Wisz, who says a typical
time frame for implementation is four to six months, agrees that
the technology should be validated on a pilot nursing unit but is
against a gradual rollout process.
“One of the primary
reasons I don’t recommend a gradual rollout is because you’re
then operating a dual process—pre- and post-automation—and
it’s confusing,” he explains. “As long as the
system’s workflow redesign has been completed, I strongly
recommend validating the technology in a test area and rapidly expanding
it to the rest of the house after that.”
How did Sacred Heart
handle the dual process? “To minimize confusion resulting
from a dual process, we considered patient transfer patterns between
units when assigning units to one of the four implementation phases,”
Galusha says.
She agrees with Wisz’s
estimate of the rollout time, saying that of Sacred Heart’s
623 beds, 500 were up and running in four months.
Embracing
the Technology
Galusha says it doesn’t take long for the new technology to
become second nature. “We’ve had nurses go elsewhere
and then come back and tell us they felt more secure with the bedside
barcoding technology in place,” she says.
Initially, there is
always resistance to any change in the way a nurse, or any professional,
does their work.
“The nurses become
experts at what they do and when it’s changed it makes them
feel a bit discombobulated, but with training, support, and a well-thought-out
plan, they accept it more quickly,” Galusha says.
Neuenschwander says
there are five “rights” of medication administration:
the right patient, right medication, right dose, right route, at
the right time.
“Bedside bar coding
is a matter of safety and efficiency,” he says. “Two
axioms I tell clients is the first thing you have to think about
when introducing a system to the nurses is that it should be as
safe as—or safer—than the system (paper) you are replacing
and it should eventually be as efficient, or more efficient, than
the system you are replacing.”
With those items taken
into consideration, Neuenschwander says the nurses will be more
accepting of the technology. “Bedside bar coding is not necessarily
a timesaver but it is a much safer system,” he says.
In the grand scheme
of things, Galusha says once the nurses become proficient on the
new equipment, they will find it requires virtually the same amount
of time as the old paper methods.
One factor is the way
the technology is delivered, such as a PDA or computer on wheels
(COW). “Each device has its trade-offs,” Neuenschwander
says. “PDAs have smaller screens but are more portable. The
COWs have larger screens but might be more cumbersome. Whichever
system is chosen, it has to enhance the nurse’s job, not make
it more frustrating to embrace the technology.”
Safety, he says, has
to do with making it easier for the caregiver to do right—and
harder for them to do wrong.
What is the bottom line
on selling the nurses on the technology? Galusha says, “Nurses
are employees and even though they might fear the change to a new
system, as long as they received good education and support, their
initial resistance can be overcome and they will step up to the
plate.”
A nurse’s main
objective, Galusha says, is to provide the highest quality of care,
and as long as they feel competent with the bar coding, they will
embrace it. During the course of a nurse’s career, he or she
will have likely been introduced to and learned to work with many
advances.
Neuenschwander says
eventually a nurse will have an epiphanal moment when the system
prevents them from making an error and they are turned into believers.
“Selling the technology
to the nursing staff is selling peace of mind,” Wisz says.
“There are many nurses who have gone home and worried if they’d
made a mistake or if there was an error they could have prevented.
Getting peace of mind will win them over.”
Educating
the Patients
When patients see a nurse coming at them with a barcode scanner
and waving it over their wrist, won’t they feel like they
are in a supermarket checkout line? Not quite.
According to Neuenschwander,
the patients feel good about the technology and the time the nurses
are spending with them rather than in the paper documentation process.
Because patients fear
receiving the wrong medication, they see the new technology as a
way to feel safer during their hospitalization. “Bedside bar
coding offers everyone a safety net,” he says. “Bar
coding is the lowest-hanging fruit in the medication use process
for error prevention and avoiding adverse drug events.”
Sacred Heart used posters
in the waiting rooms and patient rooms, television advertisements,
and in-room education to introduce patients to the new technology.
“We encouraged the nurses to explain what they were doing
as they were doing it and the patients were very accepting,”
Galusha says.
Neuenschwander says
it’s common for nurses to say upgrades in technology will
cut down on their time spent with patients. “We tell them
[nurses] that the reality is they will spend more time with the
patients and at their bedside because they won’t be spending
their time behind a computer screen at the nurse’s station,”
he says. “Additionally, they are truly spending more time
at the bedside because they are training the patients on the technology
as it’s implemented.”
Wisz says patient word
of mouth is another best-selling way to talk up the new technology.
“We’ve heard of patients telling their friends and family,
‘Hey, they have a computer that makes sure you get the right
medication,’” he says. “It makes the patient feel
safer and they are very accepting of it.”
Bottom
Line
Galusha says there are no reliable benchmark data in house or elsewhere
related to prevented medication errors, so it is nearly impossible
to determine the exact effects of bar coding. However, there are
signs that the technology is doing its job.
“I think it’s
important to note that from our experience we have definitely prevented
medication errors,” she says. “We can run reports, analyze
info, and, if medication was delivered incorrectly, we can track
where the error occurred. We continue to have staff report actual
errors and those have dropped dramatically, while reporting of near-miss
situations has remained relatively constant.”
Other success stories
include Lancaster (Pa.) General Hospital, which has demonstrated
a 54% reduction of medication errors through the use of bedside
barcoding technology as measured by direct observational methodology,
according to Wisz.
In terms of costs, Wicz
says a white paper was developed to generalize costs across a number
of different approaches or situations for overall implementation
of a bedside barcoding system. It showed that for a 500-bed hospital,
an overall implementation, including software, hardware, and hospital
labor costs, could be as high as $1.9 million.
—
Robbi Hess, a journalist for more than 20 years, is a writer/editor
for a weekly newspaper and monthly business magazine in western
New York.
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