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20150910 1 C713 C713 A A Nurse Executive Fellowship Nurse Executive Fellowship for the Development of for the Development of Future Future Nursing Nursing Leaders Leaders 2015 ANCC National Magnet Conference Remy Tolentino, MSN, RN, NEA Remy Tolentino, MSN, RN, NEABC BC 1 Marygrace Hernandez Marygrace HernandezLeveille Leveille, PhD, , PhD, RN, ACNP RN, ACNPBC BC 2 Sonya Sonya Flanders, MSN, RN Flanders, MSN, RN, ACNS , ACNSBC BC, CCRN CCRN 1 Kathleen Shuey, MS, Kathleen Shuey, MS, RN, ACNS RN, ACNSBC, BC, AOCN AOCN 2 Baylor Scott & White Health, Dallas, TX 1 Baylor University Medical Center, Dallas, TX 2 October 7, 11:30am12:30pm Baylor Health Care System and Scott & White Healthcare merged in 2013. Largest notforprofit health care system in Texas. 46 hospitals with 5,253 licensed beds. More than 800 patient care sites with 5.3 million patient encounters annually. More than 35,000 employees. 2 Learning Objective Identify challenges posed by the evolving role of nursing in the current health care landscape and strategies that can be used to meet these 3 challenges.
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Page 1: C713 A A Nurse Executive Fellowship Nurse Executive ... · Formal 360 andDiSC assessments with Individual 5 – Leadership Development Plan – Mentor Program – Capstone Project

2015‐09‐10

1

C713C713A A Nurse Executive Fellowship Nurse Executive Fellowship

for the Development of for the Development of Future Future Nursing Nursing LeadersLeaders

2015 ANCC National Magnet Conference

Remy Tolentino, MSN, RN, NEARemy Tolentino, MSN, RN, NEA‐‐BCBC11

Marygrace HernandezMarygrace Hernandez‐‐LeveilleLeveille, PhD, , PhD, RN, ACNPRN, ACNP‐‐BCBC22

Sonya Sonya Flanders, MSN, RNFlanders, MSN, RN, ACNS, ACNS‐‐BCBC, , CCRNCCRN11

Kathleen  Shuey, MS, Kathleen  Shuey, MS, RN, ACNSRN, ACNS‐‐BC, BC, AOCNAOCN22

Baylor Scott & White Health, Dallas, TX1

Baylor University Medical Center, Dallas, TX2

October 7, 11:30am‐12:30pm

• Baylor Health Care System and Scott & White Healthcare merged in 2013.

• Largest not‐for‐profit health care system in Texas.

• 46 hospitals with 5,253 licensed beds.

• More than 800 patient care sites     with 5.3 million patient encounters annually.

• More than 35,000 employees.

2

Learning Objective

Identify challenges posed by the evolving role of nursing in the current health care landscape and strategies that can be used to meet these 

3

challenges.

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Nurse Executive Fellowship

Potential Partners /         Request for Proposal

IDEA/VISION

Overview

ImplementationProgram Development

14-month Fellowship Components

– 10 core classes 

Formal 360 and DiSC assessments with Individual

5

– Formal 360 and DiSC assessments with Individual Leadership Development Plan

– Mentor Program

– Capstone Project

Session Courses

1 Communication Styles / DiSC; Professional Appearance

2 Executive Presence / Taking the Stage

3 Leading from the Center: Values‐Centered Leadership

4 Speed of Trust: Influence across the Organization

6

4 Speed of Trust: Influence across the Organization

5 Health Care Business Acumen (2‐day course)

6 Problem Solving and Decision Making

7 Leading and Sustaining Change

8Scholarship: Evidence‐based Practice, Research, Data Resources, Publications, Podium/Poster Presentations

9 Negotiations

10 Strategic Thinking/ Strategic Planning

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ONBOARDING Advanced Practice Registered Nurses:

Something we need to doSomething we need to do

Issue

• BSWH ‐ North Texas: No formal onboarding process for newly‐employed APRNs.

• Newly‐employed APRNs feel isolated, lost and frustrated.

• “ I am not sure I want to stay.”

8

Background

• Since the 1960s, APRNs have been utilized as alternative providers to meet the demands of an escalating healthcare resource deficit           (Vocari‐Christensen 2014)(Vocari Christensen, 2014)

• Institute of Medicine Report: The Future of Medicine ‐ APRNs are highly valued and an integral part of the health care system.

9

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Contributing Factors to Engagement and Retention

• Onboarding in an unstructured manner may result in the APRN feeling “lost” and can affect productivity and retention (Woolforde, Nurse Leader, 2012)

• APRN roles require a supportive orientation to advance practice, promote full utilization, create environments that support role development and provide ongoing evaluation (Bryant‐Lukosius, et al, Nursing and Health Care Management and Policy, 2004)

10

Current State of Affairs• Over 275 BSWH‐North Texas nurses are currently enrolled in 

various APRN programs

• $158K in scholarship funds (2011‐2014): 36 recipients,              9 placed

A f $40 000 0 000 f i i i b• Average of $40,000‐50,000 spent for tuition reimbursement (2011‐2014) 

• APRN cost of vacancy: $65,000 ‐ $145,000  (Sredl & Peng, 2010)

11

Exit Interview Survey 8/2013- 7/2014

ikert Rating Scale

12

NURSE PRACTITIONER -

NURSE PRACTITIONER -

NURSE PRACTITIONER -

1‐5 Li

Domains

Opportunities for improvement

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2015‐09‐10

5

cal

Flo

w

13

His

tori

c

SMART Goal

By May 2015, a newly created APRN onboarding process will increase APRN retention by 10% from 88.6% in FY2014.

14

Takeaways from Gap Analysis: Opportunities for Change

• Survey results n= 24• Summary of 5 of 22 questions –

• Satisfied with OnboardingSatisfied with Onboarding• General Nursing Orientation• Manager• Future APRN Residency Program• Formal Mentoring Program• Barriers

15

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Gap AnalysisHired Prior to August 2014 

(n=23 )

Hired After August 2014  

(n=8)

YesYes NoNo YesYes NoNo

Were you satisfied with your onboarding?

31% 69% 50% 50%onboarding?

Did you attend general Nursing Orientation at your facility?

94% 6% 75% 25%

Of the APRNs who attended, did you find general nursing orientation helpful?

37% 63% 29% 71%

Do you feel there is a need for a residency program and a formal mentoring program?

75% 25% 100% 0%

16

Barriers

• Before employment

• After employment 

17

Survey Recommendations • “More streamlined and formal mentorship.”• “More structured and more time for orientation.”

• “CNO education on APRN functions.”• “Start credentialing sooner.”• “Medical staff office assist with NP paperwork such as DPS/DEA.”

• “NP should orient with medical staff, not nursing, as our duties are more in line with the medical staff. This will also help with relationship building.”

18

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Survey Recommendations (cont)

• “Brief orientation for APRNs regarding credentialing.”• “Info regarding Baylor’s protocol for delegated authority.”

• “Baylor’s document for obtaining physician’s consent to see their patients and being and alternate supervising physician when the supervising MD is p g p y p gout.” 

• “Assigning a current NP in the service line the position is applied to would be beneficial. If it’s a brand new service line, follow the surgeon more to get an idea of what goes on rather than being in the hospital with limited direction.”

19

Qualitative Thematic Results from APRN interviews

• Fear

• Mentoring

• StructureStructure

• Frustration

• Security

20

Opportunities from Gap Analysis

Inconsistent practices/processes within BSWH‐North Texas regarding:

• Recruitment

O b di• Onboarding

• Credentialing

• Performance Evaluations

• Barriers to full‐scope APRN practice

21

Page 8: C713 A A Nurse Executive Fellowship Nurse Executive ... · Formal 360 andDiSC assessments with Individual 5 – Leadership Development Plan – Mentor Program – Capstone Project

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Proposed Plan of Change

• APRN Recruitment‐Human Resources• Interview• Candidate hired• New Employee Orientation ‐ Irving• Establish Mentor relationship (Mentorship)• Site specific Onboarding• Site‐specific Onboarding • Didactic component (Skills, Competencies, Knowledge)• Checklist completion• Ongoing mentoring and APRN networking at 30, 60, 90 day evaluation• Employee satisfaction• Goal development• Retention of satisfied APRN

22

APRN Recruitment Human Resources

Meets Criteria for Role ?

Does Not ProceedNo

CNO, VP, Director, Manager

Interviews Candidate

Yes

30 60 90 Day Evaluation

Didactic Component

Checklist Complete & Reviewed

Plan of ActionNo Exit the SystemNo

Ongoing Mentoring &

APRN reworking

Yes

Ongoing Mentoring, APRN networking &

Competency Checklist

Yes

Meets Criteria Exit ProcessNo

New Employee Orientation

(2 Days Irving)

Hire Candidate Human Resources

CNO, VP, Director, Manager, Medical Staff

Offers Credentialing Packet

Establish Mentor Relationship.

Provide Checklist

Onboarding Site Specific

30,60,90 Day Evaluation

EmployeeSatisfied

?Plan of ActionNo

Goal Development

Yes

Exit SystemNo

Goal Development

Yes

Retention of Satisfied NursesProposed Flow

Process Measures

• Knowledge: Welcome  ‐ Introduction ‐ Presentation with 5‐item tool to measure knowledge 

• Skill: Completion of Checklist Activities• Skill: Completion of Checklist Activities

• Behaviors: Competency tool (8 sections)

• Evaluation: 30, 60, 90 day evaluation (14 questions)

24

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Process Measures

• Knowledge: 62% of participants rated introduction/presentation as meeting their needs “completely”

• Skill: 100% completion of onboarding checklist

25

n = 8n = 8

Process Measures• Behaviors: (1 of 8 sections)

– NP/CNS systematically assesses patient’s health status and develops plan of care.

– NP/CNS demonstrates competency in admission and initial management of patient.

– NP/CNS develops individual plan of care for patient./ p p p

– NP/CNS evaluates patient’s response to the plan of care.

– NP/CNS demonstrates proficiency in technical skills.

– NP/CNS communicates data that reflects patient’s status.

– NP/CNS demonstrates responsibility for own practice.

– NP/CNS shows leadership in APRN role.

• Scoring:  1=Poor    2=Novice    3=Proficient    4=Advanced26

APRN Job Satisfaction SurveySurvey Item Status

How do your opinions about work matter to your coworkers? 75%

How realistic are the expectations of your supervisor? 87%

How often do the tasks assigned to you by your supervisor help yougrow professionally? 100%

How many opportunities do you have to get promoted where you work? 25%How many opportunities do you have to get promoted where you work? 25%

How meaningful is your work? 100%

How challenging is your job? 100%

In a typical week, how often do you feel stressed at work? 25%

How well are you paid for the work you do? 50%

Do you like your employer, neither like nor dislike them, or dislike them? 100%

How likely are you to look for another job outside the company? 100%

27n = 8n = 8

Page 10: C713 A A Nurse Executive Fellowship Nurse Executive ... · Formal 360 andDiSC assessments with Individual 5 – Leadership Development Plan – Mentor Program – Capstone Project

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Level of Success

Retention

80%

100%

FY15 Retention Rate (excludes May‐June data)

FY15

0% turnover rate0% turnover rate

0%

20%

40%

60%

80%

Turnover Retention

% Staff Retained

28n =  8n =  8

Financial Analysis

• FY2014 Cost Avoidance of $65‐ $145,000 x 2= $ 30 000 $290 000 (b d 2 h$130,000‐$290,000 (based on 2 APRNs who left within first year of employment)

29

My Personal Leadership Skill Development

• Development and growth of Business Acumen• Negotiation• Recognition of opportunities for improvement• Trust• Mentoring• Lead by example• Collaboration• Listening• Problem‐solving

30

Page 11: C713 A A Nurse Executive Fellowship Nurse Executive ... · Formal 360 andDiSC assessments with Individual 5 – Leadership Development Plan – Mentor Program – Capstone Project

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Lessons Learned

• Flexibility

• Needs assessment

• CollaborationCollaboration

31

Future Steps to Hardwire APRN Onboarding

• Director

• APRN advancement strategies

• Financial growth and implications

• Culture change

• Integration/collaboration

32

Acknowledgements

• Nancy Vish, PhD, RN, FACHE

• Remy Tolentino, MSN, RN, NEA‐BC

• Susan Houston, PhD, RN, FAAN, NEA‐BC

• Advanced Practice Registered Nurses 

33

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Cost Effective, Evidence based Practice:Evidence-based Practice:

Impact on IV Therapy Practices

Identified Issues

• Inconsistent intravenous (IV) practices, including variations in IV supplies and clinical practice.

• Two different types of IV connectors– Differing flush techniques– FDA alert– Centers for Disease Control and Infusion Nurses Society national recommendations / standards

– Incorrect flushing poses risk of clotting and possibly CLABSI

• Central Venous Access Devices (CVAD) Policy• Perceived increase in peripherally‐inserted, central venous catheters (PICC)– Ensure PICCs are placed according to criteria

Images from: www.icumed.com 

Data Analysis / Trends: Connectors and Tubing

25282528 2410241021412141

26992699

5001000

1500

2000

2500

3000

Volume of CLC 2000 Connectors

$105 000

$110,000

$115,000

$120,000

$125,000

Total Cost Primary IV Tubing + Connectors   

0

500

Jul‐12 Aug‐12 Sep‐12 Oct‐12

$100,000

$105,000

Jul‐12 Aug‐12 Sep‐12 Oct‐12

1629916299 1697916979 1657616576 1672916729

0

5000

10000

15000

20000

Jul‐12 Aug‐12 Sep‐12 Oct‐12

Patient Days

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Data Analysis / Trends: tPA

150

200

250

$20,000

$25,000

$30,000

Doses

Total Cost # of tPA Doses

0

50

100

150

$0

$5,000

$10,000

$15,000

Number of D

Data Analysis / Trends: Adult CLABSI Events

8

10

12

ents

0

2

4

6

Jul‐12 Aug‐12 Sep‐12 Oct‐12

Number of Eve

Goals

By July 2013, implement practice changes related to IV therapy and supplies:• Reduce spending on tubing / connectors by 10% by: – Implementing more cost effective connectors– Implementing more cost effective connectors– Revising relevant nursing policies to extend IV tubing change time from 72 to 96 hours

• Reduce PICC placement by 10% by: – Reinforcing PICC order set / justification criteria– Ongoing inpatient data tracking and analysis– Monitor VIR PICC insertions 

39

Page 14: C713 A A Nurse Executive Fellowship Nurse Executive ... · Formal 360 andDiSC assessments with Individual 5 – Leadership Development Plan – Mentor Program – Capstone Project

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Implementation Plan

• Connectors and tubing

– Explore new connector product options

– Update & implement li d d

• PICC

– Monitor / coach for indicated PICC use 

– Monitor for early di ti tipolicy and procedure

– Educate and inform stakeholders

– Implement new products 

discontinuations

– Participate in revision of PICC criteria if indicated 

Evaluation Plan

• Financial impact of IV connector change– Tissue plasminogen activator (tPA) charges                      pre‐ vs. post‐ connector change

– Determine impact on CLABSI

• Potential impact of extending time frame for connector and tubing changes

• Appropriateness of PICC insertions– Total PICC insertions

– PICC dwell time less than 7 days

Interventions

• August 2012– Identified baseline data re: products, use and costs– Identified connector options

• September 2012– Vetted evidence and recommendations with stakeholders

• October 2012– Began addressing PICC insertions in daily nursing quality 

meeting (insertion criteria / verified indications met)

• December 2012– Implemented neutral connectors

• August 2013– Communicated and implemented revised IV therapy policies 

and procedures

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RESULTS

IV Connector Cost* / Each

0.85

0.90

r

MicroClave Connector 

0.60

0.65

0.70

0.75

0.80

Jul‐12 Aug‐12 Sep‐12 Oct‐12 Nov‐12 Dec‐12 Jan‐13 Feb‐13 Mar‐13 Apr‐13 May‐13 Jun‐13

Cents per Connector

*Excludes NICU

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Communication Plan

PICC Insertions /Month

300

400

500

serts

IV Team VIR

25% decrease

0

100

200

300

Number of Ins

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PICC Dwell Time

50

60

70

80

CCs

< 1 day 1 to 3 days 4 to 7 days > 7 days

0

10

20

30

40

Jan‐12

Feb‐12

Mar‐12

Apr‐12

May‐12

Jun‐12

Jul‐12

Aug‐12

Sep‐12

Oct‐12

Nov‐12

Dec‐12

Jan‐13

Feb‐13

Mar‐13

Apr‐13

May‐13

Jun‐13

Number of PI C

Note:  Data not available for all PICC insertions

tPA Usage

150

200

$20,000

$25,000

f Doses

# of tPA Doses Total Cost

MicroClave Connector 

0

50

100

$0

$5,000

$10,000

$15,000

Jun‐12 Jul‐12 Aug‐12 Sep‐12 Oct‐12 Nov‐12 Dec‐12 Jan‐13 Feb‐13 Mar‐13 Apr‐13 May‐13

Number of

Potential Impact on Adult CLABSI

12

14

16

18

20

ents MicroClave 

C t

0

2

4

6

8

10

12

Aug‐12 Sep‐12 Oct‐12 Nov‐12 Dec‐12 Jan‐13 Feb‐13 Mar‐13 Apr‐13

Number of Eve

Months

Connector 

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Project Outcomes & Level of Success

Goal Level of Success

Reduce spending on tubing / connectors 

by 10% by: 

more cost effective connectors

extend IV tubing change time from 72 to 

96 hours

Connectors changed with positive financial impact

Policy implementation underway;  anticipate 32% cost reduction for primary tubing

Reduce PICC placement by 10% by:  Reduced PICC insertion by 25% from p y y reinforcing PICC order set / justification criteria inpatient data tracking and analysis monitor VIR PICC insertions

y

August 2012 to June 2013

Supplementary Benefits

Determine impact on tPA cost pre‐ vs. post‐

connector change 

tPA cost decreased post‐connector 

change

Determine impact on CLABSI post‐connector 

change

6 fewer CLABSI in 5 months post‐

connector change 

Financial Impact

Item Cost Savings Annualized

IV Connectors $3,612   $8 670‐ MicroClave $0.30 less than CLC 2000

,(over 5 months)

$8,670

IV Tubing** Projected (does not include obs)

$82,459 $82,459

PICC Reduction‐ Savings is based on volume difference between two time periods and original cost projection

$51,698 $155,095

Financial ImpactAdditional Considerations

ItemCost 

SavingsCost    

AvoidanceAnnualized

CLABSI Reduction‐ 6 fewer CLABSI over 5 months at $19,287 each

$115,722 $277,733

tPA Reduction‐ Cost per dose of tPA $102.78

$31,965 $63,929

Nursing Time Saved with Tubing‐ 5 minutes X change X RN salary x avoided tubing changes

$28,116 $28,116

Education Time Avoidance‐ 15 minutes X 1767 RNs X $34.37

$15,183  n/a

Total Annualized        Financial Impact

$616,002

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Sustainability

• Recommend periodic nursing quality audits, include adherence to expected IV practice

• PICC criteria continues to evolve

i d k d i• Line days tracked in EHR

• Infection Control provides each unit with central line utilization rates

55

Leadership Skills Applied

• Negotiation

• Problem‐Solving and Decision‐Making 

• Financial Analysis

– Charges vs. revenue

– Cost‐benefit analysis

• Trust

– Getting data

– Influencing others

Lessons Learned

• Timelines need to be flexible

• Data source variation

• Big picture vs. bigger pictureUnintended consequence radiology product– Unintended consequence  radiology product trial

• Successful product transition possible without inservices– Education versus information

• Limit scope of projects within fellowship

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Project Team

• Co‐Team Leaders:– Sonya Flanders, MSN, RN, ACNS‐BC, CCRN– Kathleen Shuey, MS, RN, ACNS‐BC, AOCN

• Executive Sponsor: – Claudia Wilder, DNP, RN, NEA‐BC, Chief Nursing Officer

• Consulting Members: – Infection Control Registered Nurses / Medical Director– Staff Nurse Advisory Council– Advanced Practice Registered Nurse Council– Medical Director of Anesthesia– Director of Supply Chain Management– Emergency Department 

Summary/Outcomes1. Four cohorts with 82 “graduates”

2. 100% achievement of Individual Development 

Use Slides #6,7,8as closing slides

59

Plan objectives, confirmed by one‐up manager

3. ROI: Over $1mil on average per cohort from capstone projects

4. Networking, relationship‐building and                   collaboration

Summary/Outcomes5. % Promotion: over 30%

6. % Increase in scope of responsibilities for 

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p pthose without formal promotion: over 20%

Page 21: C713 A A Nurse Executive Fellowship Nurse Executive ... · Formal 360 andDiSC assessments with Individual 5 – Leadership Development Plan – Mentor Program – Capstone Project

2015‐09‐10

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Speaker Contact Information

• Remy Tolentino, MSN, RN, NEA‐BC:  [email protected]

d ill h• Marygrace Hernandez‐Leveille, PhD, RN:   [email protected]

• Sonya Flanders, MSN, RN, ACNS‐BC, CCRN:  [email protected]


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