Team-Tested Practices

Bolder Communication Helps Diagnose Malnutrition

Submitted by cassandra.braun on Tue, 04/03/2012 - 16:29
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Bolder communication helps diagnose malnuturition
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Dietitians play a key advocacy role for at-risk patients
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After Northern California began a regional push in 2009 to improve the identification and diagnosis of malnourished patients, the Roseville Medical Center sought to put the plan to action.

The clinical nutrition team was partifcularly concerned because diet plays a key role in the body’s recovery.

This can be especially true for the elderly and patients with diabetes —two groups at the highest risk for malnutrition. Mary Hart, director of clinical nutrition for Roseville and Sacramento medical centers, says a lack of proper proteins and vitamins affects their ability to recover and heal.

And short hospital stays can be particularly challenging because most patients don’t stay in the hospital very long.

After sifting through the electronic charts of all admitted patients, the dietitians must spot patients “at risk” for malnourishment and reach them in time for a full evaluation and treatment—all before the patient is discharged.

While physicians are the only ones who can make an official diagnosis, they rely on clinical dietitians to assess the patient and alert the physician.

“We keep track of the number of patients who have met the criteria for clinical malnutrition, communicate that to the physician and follow up to see if (the patient) has actually been diagnosed,” Hart says.

The dietitians at Rockville put their assessments and recommendations into a patient’s electronic chart, but everyone did so a little differently.

So they standardized their process and language, which included bolding notes to doctors and speaking directly to them about potentially malnourished patients. Those simple steps made it easier for physicians to know what to look for, and diagnose accordingly.

“It helps because we can see them sooner and start nutritional management sooner and figure out how to refer them to outpatient care after they are discharged,” says labor co-lead and registered dietitian, SEIU UHW, Jennifer Amirali.

The team also piloted a KP HealthConnect tool that made it easier and quicker for clinical dietitians to identify at-risk patients. It pulls data from electronic medical records, and color-codes assessments, recommendations and final diagnoses between dietitians and physicians.

“There was more recognition (among physicians) of what a dietitian does other than just ‘serve food,’” Amirali says.

Hart agreed.

“(Physicians and administration) now see the important role of dietitians in the care team and what we can contribute to the organization and the health of the patient.”

For more about this team's work to share with your team and spark performance improvement ideas, download a poster or powerpoint.

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Clinical dietician Jennifer Amirali evaluates a patient for malnutrition.
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pdsa_roseville_nutrition.cbr1
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Roseville clinical dietians improved identification and diagnosis of malnourished patients by making their assessments and diagnosis recommendations more obvious for physicians.

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Better Monitoring Fast-Tracks Medi-Cal Payments

Submitted by Julie on Tue, 01/10/2012 - 12:40
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Better Monitoring Fast-Tracks Medi-Cal Payments
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Attention to detail improves the billing process
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The Business Office at the Redwood City Medical Center in Northern California was letting some of their bills slip by.

Specifically those billed to Medi-Cal and the Northern California region asked facility business offices to improve the turnaround time for filing those treatment authorization requests.

They wanted to improve the reimbursement rate for care provided to Medi-Cal patients because that initiated payment to Kaiser Permanente. So, the region asked facilities to file the authorizations within five days from the day a Medi-Cal patient was discharged.

But apart from the one-year time limit on billing, a lot of business departments didn’t monitor the number of days it took to file those requests. Sometimes it might take 30 days, other times perhaps just two days. They needed a consistent turnaround time. 

“A dollar devalues the longer it’s out there,” says Pattie Murphy-Kracht, director of the admitting and business office. “So an outstanding bill loses its value the longer it’s unpaid.”

The Redwood City team decided to monitor the electronic work queue that tracks patient billing to look for Medi-Cal patients. They also monitored the electronic list of Medi-Cal hospital patients, so the team could anticipate their discharge.

In two months, the number of days to file a treatment authorization request dropped from 21 to two days. 

The team said being open to change was a big reason for their success.

“We’re good at trying different ways of doing things,” union co-lead Jessica Garcia says. “Change isn’t always easy, but we’re not stuck on one way.” 

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pdsa_business_turnaround_RedCity
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Redwood City Medical Center business office dramatically reduces turn-around time for submitting requests for Medi-Cal reimbursement.

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Pattie Murphy-Kracht, Pattie.Murphy-Kracht@kp.org, 650-299-4915

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Jessica Garcia, Jessica.I.Garcia@kp.org, 650-299-3946

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Cross-Training and Team Effort Ends Scanning Backlogs Julie Tue, 10/11/2011 - 17:42
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Cross-Training and Team Effort Ends Scanning Backlogs
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Staff learns each job for greater efficiency
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Scanning patient files into HealthConnect is a big and important job.

Even with HealthConnect up and running, many paper records still require scanning into the system. And 24/7 scanning centers like Oakland’s are responsible for getting the records digitized as quickly as possible.

Backlogs were common at the East Bay Scan Center, when workloads escalated or employees were out sick or on vacation. The UBT jumped in to find lasting workflow solutions.

There are several steps to the scanning process: preparing and reviewing paper records; scanning and indexing these records into the department’s internal computer system; doing a quality assurance review; and entering the records into the HealthConnect database.

What the UBT found was each employee had a specialty, so they trained them to do all of the jobs in the department for greater flexibility. The department set up teams to share workloads assembly-line style from start to finish, and work passed among team members to keep the flow moving.

“We didn’t know if it was going to work. We went in a few times to tweak it and get it right,” says Virginia Braxton, Scan Center indexer and member of OPEIU Local 29. “Everybody here put their best foot forward and we did this with no overtime. We hunkered down and did what we needed to do.”

Some duties rotated, such as having one employee each month in charge of distributing work to the teams. But employees were encouraged to help as needed rather than wait for work. When work was caught up, all employees took the credit.

It took a little more than a year to get the process to really pay off, but the team dropped their average scanning turnaround time from eight days to 32 hours, faster than the regional target of 48 hours.

“We now have multiskilled teams that can do everything,” says management co-lead Lionel Bazemore. “We can backfill each other.”

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The East Bay Scan Center UBT
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PDSA_Oakland_Scan_Center
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The East Bay Scanning Center trained all members of the team to carry out any task. That allows them to jump in where needed and solved their backlog problem.

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Lionel Bazemore, Lionel.Bazemore@kp.org

Union co-lead(s)

Virginia Braxton, Virginia.Braxton@kp.org

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How to Prioritize Team Goals

Submitted by Paul Cohen on Fri, 09/16/2011 - 16:32
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sty_prioritization matrix.doc
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A unit-based team consultant explains a simple tool used to help teams set priorities.

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Non-LMP
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Tyra Ferlatte
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GET ART FROM GUMPERT FRESNO SHOOT
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What's your top priority?

UBT consultants, UBT co-leads and members can use this simple matrix to set performance improvement goals for the year. 

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How to prioritize team goals
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Tool helps teams rank projects for most impact
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Successful unit-based teams take on multiple goals on the Value Compass, get results and move on. But focusing on the right goals—and not getting lost in the process—can be a challenge. Fresno Medical Center, which reports the highest percentage of high-performing UBTs in all of Kaiser Permanente, has developed tools to help teams set priorities. The prioritization matrix, a tool used in performance improvement, is part of a four-step process.

•   Step 1: Identify improvement opportunities with the team. Develop ideas with the help of the team sponsors or UBT consultants, and pay special attention to your Performance Sharing Program (PSP) goals.

•   Step 2: Use the Project Prioritization Matrix to determine project priority.

•   Step 3: Enter project data into UBT Tracker.

•   Step 4: Share project information with the UBT consultant or union partnership representative, who can connect the team with other resources, including “affinity groups” working on similar goals.

“It’s a very simple process that helps teams focus and know why they’re doing what they’re doing,” says Fresno’s Navneet Maan, a UBT consultant.  

“Teams can work through this process during their regular meetings,” she adds. “The project selection becomes a more transparent process, and the tool helps align their work with regional goals that will make a difference to members and patients.”

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Helping NICU Parents Understand About Pain

Submitted by Laureen Lazarovici on Fri, 08/05/2011 - 17:38
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Helping NICU Parents Understand About Pain
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Team helps explain what is going on with their infant
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The NICU at Panorama Medical Center wasn’t happy with their pain management rating.

But they also knew that managing pain for babies was completely unlike managing pain for adults.

So they felt it was incumbent upon them to explain to concerned parents how they were treating their infant.

“Our patients can’t tell us what they feel,” says Casey Koenig, one of the unit’s RNs. “And we know there are times we might cause pain.”

Those painful procedures might include when a nurse pricks a baby’s heel to draw blood or needs to starts an IV.

The caregivers’ challenge was not only to manage the baby’s pain but also to alleviate parents’ anxieties and manage their expectations. Less-than-stellar scores further motivated team members.

To improve their communication, they created a script to help explain what was going on. This included the type and severity of pain their newborns might experience. and what steps providers would take to manage it.

After the changes, scores jumped to 100 percent.

The scripts also helped nurses to deliver better service as they realized they needed to start coaching parents as soon as babies are admitted to the NICU.

After all, moms have just given birth and concerned parents may be distracted.

“It may not sink in the first time,” Koenig says.

For more about this team's work to share with your team and spark performance improvement ideas, download a powerpoint.

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Emma Luz Yabut, RN, a UNAC/UHCP member, cares for one of the infant charges in the Panorama City NICU.
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pdsa_Panorama City_NICU_pain mgt
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The Panorama City NICU team boosts service scores by focusing on early, repeated, consistent communication between nurses and parents to educate families about managing pain for newborn babies.

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Laureen Lazarovici
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Tyra Ferlatte
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Sick Days Are Not Days Off

Submitted by Anonymous (not verified) on Wed, 07/06/2011 - 12:48
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Sick Days Are Not Day's Off
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Team explains attendance policy, boosts morale
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Employees calling in sick was having a negative impact at the radiology lab.

Those serving the South San Francisco Medical Center and Daly City Medical Office Building had to work harder to fill in gaps.

Morale was sinking. And tired employees were vulnerable to getting sick, creating a downward attendance spiral.

Recognizing a crisis, the UBT issued an anonymous attendance survey and found there was widespread confusion about sick leave.

Wanting to encourage teamwork in improving attendance and to boost department morale, team members agreed to create department-wide goals, a department-wide educational effort, and a group celebration.

But the true aim was clear—help all staff members make their goals and encourage them to attend the party. They also wanted employees to have a clear understanding of expectations.

In setting the new targets in the attendance guidelines, the team defined clear goals. By announcing the guidelines at a staff party, it also set an upbeat tone, says labor co-lead Donna Haynes.

The new targets included:

  • no more than one tardy per two-week pay period (a tardy is three minutes past start time)
  • no more than two sick leave absences per quarter; and
  • no more than two 'danglers' (forgetting to clock in or out) per pay periods.

Supervisors met with each employee to review his or her attendance trends and to discuss concerns or needs. The staff found the meetings supportive.

"They asked, 'What can we do to help?’ They were trying to encourage you," says labor co-lead and lead mammography technologist, SEIU UHW, Adie Hoppis.

Employees who met the guidelines were invited to a quarterly lunch—complete with white tablecloths, silverware, wine glasses (for nonalcoholic beverages), music and catered food. Managers served the staff members.

"We're there to celebrate the staff," says Tracey Fung, service unit manager. "They were really floored. There had never been anything like this before in the department."

Hoppis says the lunches are a powerful positive reinforcement.

"They’re really nice. You’re treated special.”

With more employees at work, patient waiting time has decreased.

"Employees are happier, and patients are, too," Hoppis says.

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pdsa_SSF_Radiology_Attendance
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Once sick leave guidelines were clarified, the South San Francisco Radiology department fixed its attendance issues.

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Adie Hoppis, Adie.Hoppis@kp.org
Donna Haynes, Donna.Haynes@kp.org

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Turning Copay Collections Into a Team Effort

Submitted by Shawn Masten on Wed, 06/01/2011 - 14:14
Headline (for informational purposes only)
Turning Copay Collections Into a Team Effort
Deck
Southern California admitting team becomes one of the highest copay collectors in the region
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When the Anaheim Medical Center Admitting department unit-based team set out to increase its collection of inpatient hospital copayments, it had several hurdles to overcome.

Some staff members had to get comfortable with asking for money from patients. Others had to learn how to calculate copayments. They also needed to notify Admitting of a patient’s pending discharge so copayments could be collected at the point of service.

And since the team goal of collecting copayments didn’t always dovetail nicely with individualized goals, that put some staff members at odds.

“We had created this unhealthy competition,” admitting supervisor/manager and union co-lead David Jarvis says.

They also had the problem of convincing staff members in other departments that collecting copayments from hospitalized patients was not a bad thing.

"They used to think of me as Public Enemy No. 1," says Patti Hinds, a financial counselor and member of SEIU UHW.

To educate and motivate staff members about the importance of collecting copayments, the unit-based team held a kickoff meeting in January 2010.

Staff members who were good at collecting and calculating copayments were deemed “master users” and received training so they could help their peers learn to correctly calculate amounts due. They also got pointers on speaking with patients about the money they owed.

"We wrote scripts, we role-played and, as people did it more, they became more comfortable with asking for money and with knowing when it is appropriate to do so," admitting clerk, SEIU UHW Patricia Hartwig says.

The team also had to teach staff members in other departments about the benefits of copayment collection.

"We showed them the bottom-line connection between revenue collection and their paychecks," Hartwig says.

Better working relationships developed between admitting department staff and the nursing units, prompting nurses to contact admitting staff more consistently before patients are discharged.

"They came to realize we’re not the 'bad guys,' " says financial counselor Marcela Perez, an SEIU-UHW member.

Caption information for photo/artwork (reporters)
UBT labor co-lead Pat Hartwig, SEIU UHW, shows off her team project at the Orange County UBT fair.
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pdsa_oc_amc_admitting_revenue
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This Southern California Admitting team tackles the touchy subject of copay collection head on and becomes one of the highest collectors in the region.

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Non-LMP
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Tyra Ferlatte
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David Jarvis, David.L.Jarvis@kp.org

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Patricia Hartwig, Patricia.L.Hartwig@kp.org

 

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A Child-Friendly Environment Helps With Healing

Submitted by Shawn Masten on Tue, 02/22/2011 - 15:35
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A Child-Friendly Environment Helps With Healing
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Team lifts spirits with toys, trains, clubhouse and books
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The Pediatric Neurosurgery team in Oakland couldn’t figure out why their staff courtesy scores were low.

They had a new office building and felt providing exceptional care was part of the routine.

Then union co-lead Tanya Johnson noticed there was very little for the department’s young patients and their families to do in the waiting room.

“Kids would be running up and down the hallway,” says Johnson, who is a medical assistant and SEIU UHW member. “Parents would be chasing after them and not being able to focus. It was crazy.”

The department of Pediatric Neurosurgery cares for children with a full spectrum of disorders, including tumors of the brain, spinal cord and peripheral nervous system.

“These kids are the sickest of the sick,” says service manager Jim Mitchell, RN PNP. “They have serious, serious conditions. Anything we can do to make their visit a little brighter, we do.”

So the team decided to create a child-friendly environment, and went to senior leadership for funding.

The improvements included a large, colorful playhouse, a treasure chest, books and toys in each of the patient rooms—as well as a custom-built train set.

“Everyone on the team had input as to how the clinic would be set up and where the items would be placed,” union co-lead and receptionist Leap Bun says of the improvements that cost about $18,000.

To ensure infection control, the toys are wiped down on a regular basis by Environmental Services employees.

And the atmosphere does a lot to ease tension for their medically fragile patients and their families. 

“The children are less threatened and want to come here to play,” Mitchell says. “It seems like every day we have parents on a regular basis having to coax their children to leave the clinic.”

In three quarters, department scores for staff courtesy increased from 69.6 percent to 90.3 percent.

“In addition to our MPS scores we can measure the change in the faces of the children we interact with,” Mitchell says.

For other teams interested in this type of project, they suggest field trip to other facilities doing the same work. The Oakland team visited Sacramento and Roseville to refine their workflow processes.

And the team also found that families with children choose to wait in the clinic, even if their appointment is elsewhere or they’re picking up a prescription from the nearby pharmacy.

"They tell us it’s a nice place to relax and to calm their kids down while waiting,” Bun says.

Request Number
pdsa_Oak_PNS_child friendly
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Toys, books, stuffed animals and a train transform dreary lobby and waiting rooms, increase team's MPS scores and make the department inviting for families with business elsewhere.

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Improving Patient Care by Speaking Spanish

Submitted by Shawn Masten on Wed, 12/08/2010 - 12:52
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sty_SJ_obgyn_spanish
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San Jose Ob/Gyn unit tries to address cultural competence through a clinic module with Spanish-speaking caregivers from reception to examination.

Communicator (reporters)
Non-LMP
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Tyra Ferlatte
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May include a slideshow. will advise
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San Jose Ob/Gyn co-leads Kathleen Kearney, manager, and Glenda Morrison, receptionist and SEIU UHW shop steward.
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Improving patient care by speaking Spanish
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Team helps provide culturally competent care by speaking Spanish from reception to examination
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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.”

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Many Small UBTs Do What One Large One Can’t

Submitted by Andrea Buffa on Wed, 11/17/2010 - 15:20
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sty_NCAL_charitablehealth
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When Charitable Health Coverage switched from having one large UBT to having several smaller ones, it struck upon a formula for success. For the first time, the department processed every application in time for insurance coverage to begin on the first of the following month.

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Non-LMP
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Tyra Ferlatte
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I will find a photo from the photo library.
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Many small UBTs do what one large one can’t
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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.”

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