Tools and Resources[ Show all or clear results ]

Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – Privilege, Confidentiality, and Ethics: An Analysis of CRP Principles and Patient Safety Confidentiality

Webinar Date: January 21, 2021

Wesley R. Butler discusses the role of confidentiality and privilege within the context of Communication and Resolution Programs.

Presenter: Wesley R. Butler is an attorney at Barnett Benvenuti & Butler PLLC in Lexington Kentucky who focuses on advising health care providers on regulatory matters that implicate safety, quality, and reimbursement.

Objectives: 

  • Outline the elements of typical confidentiality and privilege interests in patient safety and quality analyses, and explore the public policies that support such interests
  • Outline the fundamental components of common CRP processes in health care, and explore the public policies and ethical considerations that support CRPs for responding to patient harm events
  • Analyze the interplay between CRPs and confidentiality and privilege interests to identify complementary and divergent points
  • Conclude with practical suggestions to illustrate that health care providers can fully implement CRP processes while respecting the boundaries of confidentiality and privilege and,  ultimately, gain the benefits that both perspectives offer

Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – Addressing COVID-19 Challenges with Communication and Resolution Programs

Webinar Date: February, 2021

Overview: COVID-19 has fundamentally altered our care processes and standards.  Care is being delayed, visits are happening by telemedicine, there are changes in how staff are deployed and interact with patients, and everyone is exhausted and emotionally depleted. These all make potential for patient harm events higher.  COVID-19 is also adding stress to already tightening medical professional liability insurance market. While it may be tempting to abandon ship when it comes to implementing CRP during COVID-19 times, CRPs are more important now than ever.  Fundamental principles of the CRP model-supporting patients, families, and clinicians after harm with open communication, empathy, learning, and accountability – are critical elements of how we respond to COVID-related harm events.  This webinar examines two cases of COVID-associated adverse events to help lead a discussion on the challenging aspects in implementing CRPs during this time.

Presenters: Michelle Mello, JD, PhD, and Thomas H. Gallagher, MD

Commentary by: Jeffrey Catalano, JD, Marcia Rhodes, Jonathan Steward, JD, MS, RN-BC, CEN, CPHRM

Learning Objectives: 

  • Examine potential communication and legal issues associated with COVID-related harm events
  • Describe how CRPs can be used as a strategy to address these COVID-related adverse events
  • Learn about CRP resources to help address COVID-related challenges

Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – Advancing the CRP Field with the CAI Attorney Alliance

Webinar Date: March 18, 2021

Richard Boothman, JD, Michael Severyn, JD, and Kyle Sweet, JD, discuss important the role of attorneys in advancing the CRP field.

Presenters: Richard Boothman, JD, Michael Severyn, JD, and Kyle Sweet, JD

Learning Objectives: 

  • Describe the role of attorneys who counsel and represent healthcare systems, healthcare providers, insurers, and patients and families in the CRP process
  • Examine how the traditional role of an attorney following an unplanned clinical outcome might need to shift to better serve client’s interests and everyone involved in healthcare
  • Learn about the goals, work stream, future opportunities, and ways to get involved with the Attorney Alliance

Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – Communication and Resolution Programs 101

Webinar Date: June 24, 2021

Presenters:

  • Carole Hemmelgarn, MS, MS
  • Evan Benjamin, MD, MS, FACP
  • Richard Boothman, JD
  • Thomas H. Gallagher, MD, MACP

Objectives:

  • Understand the critical role that CRPs play in reducing suffering of patients, families, and clinicians after harm events
  • List the core elements in the CRP process and why each of them matter
  • Describe 3 keys to successful CRP implementation and 3 obstacles to avoid
  • Articulate the ROI of a highly reliable CRP process

Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – How to Transition a CRP Case to Claims

Webinar Date: May 20, 2021

Moderator:

  • Barbara Pelletreau, RN, MPH, Senior Vice President, Patient Safety, CommonSpirit Health

Speaker Panel:

  • Claire Hagan, MJ, CPHRM Director of Risk Management Programs, Providence St. Joseph Health
  • Brittnie Hayes, JD, Claims Manager, COPIC
  • Linda Ubaldi, RN, CANDOR Training Specialist and Former Quality and Patient Safety Officer, CommonSpirit Health

Learning Objectives:

  • Learn practical advice from “claims professionals” on how to transition a CRP case to claims
  • Describe several of the key components for an ideal partnership and transition to claims from the perspectives of health systems, insurers, and patients and families
  • Understand the needs of patients and families, and how and when to appropriately engage them, in this transition to “claims process”

Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – Lessons Learned from CRP Cases Gone Wrong

Webinar Date: June 17, 2021

Presenters: Jonathan D. Stewart, JD, MS, RN-BC, CPHRM

Jonathan is a Senior Director of Risk Management and Patient Safety at BETA Healthcare Group, where he serves as a consultant to hospitals, health care facilities and medical groups. His current professional focus includes helping health care organizations operationalize communication and resolution programs, particularly the investigation and analysis of patient harm events.

Objectives:

  • Identify conflicting notions of success and failure regarding CRPs
  • Discuss the relationship between incomplete CRP implementation and irregular application of CRPs
  • Describe lessons learned from unsuccessful applications of CRPs to individual events

Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – The Importance of Psychological Safety

Webinar Date: July 15, 2021

Presenters: 

  • Jo Shapiro, MD, FACS, Associate professor of Otolaryngology-Head and Neck Surgery at Harvard Medical School; Principle Faculty for the Center for Medical Simulation in Boston; Consultant for the Massachusetts General Hospital Department of Anesthesia, Pain and Critical Care
  • Allan Frankel, MD, Chief Executive Officer, Safe & Reliable Healthcare

Learning Objectives:

  • Identify conflicting notions of success and failure regarding CRPs
  • Discuss the relationship between incomplete CRP implementation and irregular application of CRPs
  • Describe lessons learned from unsuccessful applications of CRPs to individual events

Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – Transparency: Promise, Practice and Perils

Webinar Date: December 17, 2020

Presenter: Julianne Morath, RN, MS, CPPS, Founding member of the Lucian Leape Institute of the National Patient Safety Foundation

Objectives:

1.  Define the term precondition and its relevance to Transparency

2. Identify at least two reasons to embrace transparency

3. Identify at least three levels of transparency

4. Demonstrate an understanding of why being transparent is so difficult


Webinar Date: April 15, 2021

Presenters:

  • Suz Schrandt, JD,  Senior Patient Engagement Advisor, Society to Improve Diagnosis in Medicine; Founder, CEO, & Chief Patient Advocate at ExPPect
  • Eric J. Thomas, MD, MPH Associate Dean for Healthcare Quality, McGovern Medical School, University of Texas Health Science Center at Houston; Board President, Collaborative for Accountability and Improvement

Objectives:

  • Understand the individual and system factors that can cause diagnostic errors
  • Explore the benefits of a CRP response following a diagnostic error
  • Examine the consequences of a poor response to a diagnostic error
  • Understand the importance of engaging, listening, and learning from patients and families following diagnostic errors

Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
CAI Webinar: Adverse Event Communication and Diverse Patients

Webinar Date: October 22, 2020

Dr. Urmimala Sarkar discusses healthcare disparities and specific challenges to adverse event communication among diverse populations within the CANDOR process.

Presenter: Urmimala Sarkar MD, MPH, Professor of Medicine at UCSF in the Division of General Internal Medicine, Associate Director of the UCSF Center for Vulnerable Populations, and primary care physician at Zuckerberg San Francisco General Hospital’s Richard H. Fine People’s Clinic

Objectives: 

  • Examine disparities in healthcare and which populations are more likely to experience lower quality healthcare and adverse events
  • Delineate how low-income, limited literacy, racially/ethnically diverse populations may experience the response to adverse events differently
  • Characterize specific challenges for adverse event communication among diverse populations
  • Identify best practices from lived experience among risk management professionals for communicating across differences in the aftermath of adverse events

Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
Video
CRP related video, movie
CAI Webinar: Challenging Conversations with Patients and Families

Challenging Conversations with Patients and Families presented by Dr. Tim McDonald

Communicating with patients and families following unexpected patient harm can be challenging even in optimal conditions; it is a learned skill. Taking into consideration factors such as socio-economic status, religion, cultural preferences, marital status, sexual orientation and gender identity is important to communicating effectively. This webinar covers methods successfully employed by healthcare institutions to recognize, plan for, and communicate effectively in complex situations and with special groups.

Learning Objectives

After completing this webinar, attendees will be able to…

1. Demonstrate recognition of situations that require advanced techniques for communicating unexpected patient outcomes;

2. Utilize communication enactments in conducting ongoing training in these complex situations within their organizations.


Learning Community
Resources associated with CAI Learning Community
Legislation/Regulation/Other legislative
Laws relating to CRP
Presentation/Webinar
Recorded webinars and presentations
CAI Webinar: Covid-19 and Medicolegal Liability

WEBINAR DATE: May 1, 2020

The COVID-19 pandemic is posing a host of potential medicolegal risks for healthcare providers, institutions, and liability insurers. How should one respond to the patient with behavioral challenges who refuses to comply with social distancing? How do COVID requirements affect consent and surrogate decision-making? What new legal issues are arising with rapid expanding telehealth programs or deploying providers to new care environments such as nursing homes? In what situations should healthcare providers or organizations be provided with immunity for potential adverse events associated with COVID-19 care?

PRESENTERS:

Moderator
Thomas H. Gallagher, University of Washington
Panelists
Marcia Rhodes, University of Washington
Leilani Schweitzer, Stanford Health
Michael Severyn, ProAssurance
Kyle Sweet, Sweet Law Firm

OBJECTIVES:

1. Identify current medicolegal issues associated with COVID-19
2. Consider how medicolegal issues associated with COVID-19 may evolve in the future
3. Discuss possible ways to address these issues

 


Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
Video
CRP related video, movie
CAI Webinar: CRPs: Why the insurance industry hasn’t embraced them . . . and why it should

CRPs: Why the insurance industry hasn’t embraced them . . . and why it should presented by Richard Boothman, JD

The driving ideas behind CRPs continue to draw interest and debate, now twenty years after Steve Kraman and Ginny Hamm published their Lexington, KY VA experience with “Extreme Honesty”.  After more than 17 years, the University of Michigan continues to draw attention transparent with their “Michigan Model”, the most successful and longest continual example of a principled, and proactive approach to patients injured in unexpected clinical outcomes.  After years of balking at abandoning “deny and defend” more health systems around the country and around the world are exploring the transition, but a skeptical insurance industry continues to hold back and sometimes, frustrate the desires of their insureds to move in this direction.  Why?  Is the industry’s skepticism well-founded and prudent?  Or is it missing a valuable opportunity?

Rick Boothman, the architect of the “Michigan Model” will initiate a long-deserved discussion into this topic.  His experience suggests that there are multiple insurance advantages in the CRP approach and the insurance industry should rethink old beliefs, practices and prejudices and embrace this model.

Outline

  1. Insurance 101 – a dummy’s guide to the construct
  2. True CRPs – the essential elements and how the model differs from “deny and defend”
  3. What holds the insurance industry back from jumping on board?
  4. What is the insurance industry missing and why should it matter?

Learning Objectives

  • That too many equate CRPs only with selective, early resolution of potential and asserted claims – what are the essential elements that distinguish a true CRP from established, traditional risk management practices?
  • What are the unique outcomes of a CRP and why do they matter?
  • Why a CRP better serves the interests of healthcare insureds?
  • What unique consequences of a CRP would benefit the insurance industry especially?

Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
CAI Webinar: Diagnostic Error and CRP

Webinar Date: September 17, 2020

Dr. Gordon Schiff talks about diagnostic error and how efforts to reduce diagnostic error align with the principles of communication and resolution programs.

Presenter: Dr. Gordon Schiff (Brigham and Women’s Center for Patient Safety Research and Practice, Harvard Medical School)

Objectives: 

  1. Describe the frequency/epidemiology of diagnostic errors based on published studies and surveys.
  2. Define diagnosis errors, and using a Venn diagram model differentiate diagnostic process errors, misdiagnosis, and adverse outcomes.
  3. List 3 approaches to minimizing and preventing diagnostic errors.
  4. Explain ways that missed/under diagnosis and overdiagnosis are related rather than just opposites
  5. Describe overlapping and synergistic domains between the diagnostic error/improvement movement andCommunication and Resolution Program (CRP) efforts.

Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
Tool/Toolkit
CRP resource or tool (e.g. CANDOR)
Video
CRP related video, movie
CAI Webinar: Large Scale Implementation of Communication and Resolution Programs

Large Scale Implementation of Communication and Resolution Programs

Presented by: Heather Gocke, M.S., RNC-OB, CPHRM, C-EFM

Webinar Date: January 29, 2020

Ms. Gocke introduces a comprehensive program and a holistic approach in reducing harm in healthcare through large scale implementation of CRP. In her presentation, she highlights the importance of disclosure and engagement, and she shares real-life challenges and secrets to success.

Learning Objectives:

  1. Outline the method used to engage member sites in culture transformation
  2. Learn  how culture measurement, survey data debriefs, and cognitive interviewing techniques are used to inform this body of work
  3. Introduce the five domains and components of BETA HEART

Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
Video
CRP related video, movie
CAI Webinar: Mitigating the Toll of Medical Errors on Clinicians

Mitigating the Toll of Medical Errors on Clinicians by Jo Shapiro, MD, FACS

Webinar Date: October 31, 2019

As a clinician, being involved in adverse events can have devastating emotional consequences. How we react to these events – as individuals, colleagues and organizations – has a major effect on our organizational culture of psychological safety, provider wellbeing, disclosure and reporting, and patient safety.  Dr. Shapiro’s presentation will detail these effects and address the unique role that frontline physicians can play in supporting one another after adverse events. She will describe the peer support program developed at Brigham and Women’s Hospital and adopted by dozens of healthcare organizations. She will describe the building blocks of a creating and sustaining a peer support program, including providing the participants with the rationale to bring to leadership in advocating for peer support program resources.

Learning Objectives:

  1. Identify the emotional impact of adverse events on clinicians
  2. Recognize the impact this has on a culture of psychological safety, provider wellbeing, disclosure and reporting, and patient safety.
  3. Provide a rationale to leadership for developing a peer support program
  4. Delineate the foundational aspects of a peer support program

 


Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
Video
CRP related video, movie
CAI Webinar: Responding to Large Scale Adverse Events

Webinar presented by Dr. Tom Gallagher on Thursday, June 6, 2019

Large-scale adverse events, situations in which a breakdown in care has affected multiple (sometimes thousands) of patients, pose significant challenges for institutions related to responding in ways that inform potentially affected patients without unduly alarming them and managing the follow-up. This webinar will highlight lessons learned from the field around responding effectively to adverse events, as well as key unanswered questions.

Learning objectives:

  1. Describe the diversity of large-scale adverse events, and how responding to these events differs from managing adverse events that affect individual patients
  2. List the key elements of an effective response to a large-scale adverse events and the tools that are currently available to assist with this process
  3. Critique an actual large-scale adverse event patient notification letter and press release, and articulate opportunities for improvement in these documents.

Learning Community
Resources associated with CAI Learning Community
Presentation/Webinar
Recorded webinars and presentations
Tool/Toolkit
CRP resource or tool (e.g. CANDOR)
Video
CRP related video, movie
CAI Webinar: Torts 101

WEBINAR DATE: July 16, 2020

This webinar outlines the concerns and questions about the collision between the judicial system and its pathway to addressing medical error and CRP programs.

PRESENTERS: Cindy Jacobs, RN, JD

OBJECTIVES:

1. Describe the basics of how the tort system operates in a medical error/adverse outcome situations
2. Describe the basics and how, when, and why CRP “apology laws,” “mandatory disclosure” laws/requirements, and healthcare licensing systems intersect and/or collide with the tort system
3. Identify key points to assist healthcare professionals in navigating intersections and collisions

 


Streamed live on May 6, 2015 Clinicians encounter many stressors during their careers, none more significant than a difficult patient event that results in harm. Acknowledging that clinicians make seldom use of traditional support services, leading health centers across the US are pioneering Peer Support Programs that make available a trained and compassionate network of peers who can reach out and provide 1:1 support to a clinician experiencing stress.

In this live video event, we are honored to host the leading authority in the field, Dr. Jo Shaprio of Brigham and Women’s Hospital and Harvard Medical School, in conversation with Dr. Bryan Bohman, physician leader of Stanford Medicine’s Peer Support Program, to explore the following questions:

• What is motivating leading institutions to establish Peer Support Programs?
• How do Peer Support Programs work? How do they differ from existing support services?
• How effective are they? What do the data say?
• What best practices have emerged?
• What challenges need to be overcome?

The Risk Authority – Stanford, in partnership with Aon Risk Solutions, Lockton UK and MedPro Group invite you to participate in this exciting opportunity to learn about and explore Peer Support Programs from leading experts in the field.

Read more here.