Tools and Resources[ Show all or clear results ]

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

Webinar Date: September 15, 2022

Presenters: Melinda B. Van Niel, MBA, CPHRM

Melinda B. Van Niel, M.B.A., C.P.H.R.M., has been working to help resolve adverse events through Communication Apology and Resolution (CARe) for ten years. She is the Director of CARe programs at the Betsy Lehman Center for Patient Safety in Massachusetts (formerly MACRMI) leading its implementation team, and consults on CARe implementation for institutions across the country. In the past she worked as the Manager of Patient Safety at Beth Israel Deaconess Medical Center in the department Healthcare Quality where she helped build one of the first CARe programs in the state, and was a contributor and advisor to the AHRQ’s CANDOR Toolkit. Ms. Van Niel received her Bachelor of Arts degree from Harvard University and her Master’s in Business Administration from Villanova University with a concentration in healthcare management.


Webinar Date: January 26, 2022 Lauge Sokol-Hessner, MD, CPPS

Presenters: Lauge Sokol-Hessner, MD, CPPS

Lauge Sokol-Hessner, MD, CPPS is a hospitalist, Clinical Associate Professor of Medicine at the University of Washington, QI Mentor at the UW Medicine Center for Scholarship in Patient Care Quality and Safety, speaker and consultant for the Institute for Healthcare Improvement, and a guest speaker for the Harvard Medical School Masters in Healthcare Quality and Safety (HMS MHQS). He has experience in operational quality & safety, developing leaders in quality & safety, teaching communication skills, coaching health care organizations to implement highly-reliable CRP programs, and he champions patient and family engagement, ethics, humanism, equity, and respect in health care. He completed medical school and residency at the University of Pennsylvania.


Join Dr. Daniel B. Kramer, MD, MPH, at Harvard Medical School

Learning Objectives:

1. To understand potential clinical manifestations of medical device malfunction

2. To review opportunities to communicate known and emerging risks related to medical device use with patients

3. To explore financial and ethical responsibilities of different stakeholders when patients experience harm from medical device malfunction


Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – How to Engage Physicians in the CRP Process

Webinar Date: September 23, 2021

Presenters: 

  • Alan Lembitz, MD, MMM, Chief Medical Officer, COPIC
  • Eric Wei, MD, MBA Senior Vice President and Chief Quality Officer, NYC Health + Hospitals
  • Laurie C. Drill-Mellum, MD, MPH, Chief Medical Officer, Constellation

Learning Objectives:

  • Understand the importance of physician involvement in the CRP process and how it helps both physicians and patients
  • Examine the benefits of CRPs to physicians
  • Explore the barriers to CRP implementation from a provider’s perspective
  • Learn why psychological safety a critical component of provider support

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 – Medical Malpractice Clinician Perspectives for Litigators

Webinar Date: January 20, 2022

Moderator

  • Caitlin Harrington. MD, JD

Speaker Panel

  • Jason Lees, MD, FACS
  • Lydia Nightingale, MD, FACOG
  • Shapiro, MD, FACS

Learning Objectives

  • Understand the emotional impact on clinicians after harm events as well litigation
  • Apply strategies as litigators to support clinicians through the process of litigation
  • Connect clinician defendants with peers who have been through the process of litigation

Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – Medical Malpractice: Attorneys’ Perspectives

Webinar Date: February 24, 2022

Moderator

  • Caitlin Harrington. MD, JD

Speaker Panel

  • Wesley R. Butler, JD
  • Jeffrey N. Catalano, JD
  • Elizabeth A. Leedom, JD

Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – Patient and Families’ Perspectives on Medical Malpractice

Webinar Date: March 17, 2022

Moderator

  • Caitlin Harrington. MD, JD

Speakers

  • Dr. Jeff Goldenberg and Naomi Kirtner, co-founders of Talia’s Voice

Webinar Date: November 17, 2022

Presenters: Lauge Sokol-Hessner, MD, CPPS

Lauge Sokol-Hessner, MD, CPPS is a hospitalist, Clinical Associate Professor of Medicine at the University of Washington, QI Mentor at the UW Medicine Center for Scholarship in Patient Care Quality and Safety, speaker and consultant for the Institute for Healthcare Improvement, and a guest speaker for the Harvard Medical School Masters in Healthcare Quality and Safety (HMS MHQS). He has experience in operational quality & safety, developing leaders in quality & safety, teaching communication skills, coaching health care organizations to implement highly-reliable CRP programs, and he champions patient and family engagement, ethics, humanism, equity, and respect in health care. He completed medical school and residency at the University of Pennsylvania.


Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – The Good, The Bad, and The Ugly: Patient Experiences with CRPs

Webinar Date: October 21,2021

Moderator

  • Carole Hemmelgarn, MS, MS

Speaker Panel

  • Jack and Teresa Gentry
  • Naomi Kirtner and Jeff Goldenberg, MD

Learning Objectives

  • Understand what elements are important for patients and families to hear after medical harm
  • Compare and contrast patient experiences with and without a Communication and Resolution Program (CRP) following harm
  • Explain the importance of a highly reliable CRP for patients and families

Webinar Date: October 12, 2022

Presenter: WilliamM.  Sage, MD, JD

William M. Sage, MD, JD, an authority on health law and policy, is a tenured professor in Texas A&M’s medical and law schools, a professor by courtesy in the Bush School of Government and Public Service at Texas A&M, and a vice president in the university’s Health Science Center.   From 2006-2022, he held professorships in law and medicine at the University of Texas at Austin, where he also served as vice provost for health affairs.  He was previously a tenured professor at Columbia Law School, and has been a visiting professor at Yale, Harvard and NYU.  Prof. Sage is a member of the National Academy of Medicine, where he serves on the Board on Health Care Services and recently served on the Committee on the Future of Nursing 2020-2030.  Prof. Sage is a member of the Healthcare System and Value Research (HSVR) study section for the Agency for Healthcare Research and Quality (AHRQ), an elected Fellow of the Hastings Center on bioethics, and a longtime editorial board member of the journal Health Affairs.  He has written over 200 articles and has authored or edited four books, including the Oxford Handbook of U.S. Health Law (2016).  He holds an undergraduate degree from Harvard College, medical and law degrees from Stanford University, and an honorary doctorate from Universite Paris Descartes.


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

Presentation/Webinar
Recorded webinars and presentations
CAI Webinar – The Vanderbilt Nurse Case: How we got here, Where do we go next

Webinar Date: July 21, 2022

Presenters: Kyle Sweet, JD

Kyle Sweet is an Oklahoma-based defense lawyer represents healthcare providers in catastrophic injury cases around the United States. Kyle teaches in medical schools, dental schools and teaches seminars regularly to healthcare providers on how to avoid litigation by improving quality of care through more effective communication. Kyle is proud to serve on the CAI and looks forward to helping make Communication Resolution Programs the industry standard.


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

Webinar Date: January 18, 2024

Presenter: Bruce Lambert, PhD, professor in the Department of Communication Studies and the Department of Medical Social Sciences at Northwestern University

Learning Objectives: 

  • Describe the role and capabilities of AI in empathetic interactions in healthcare: Participants will learn about the current state of AI in replicating empathetic responses, including the mechanisms through which AI mimics empathy and its effectiveness compared to human empathy.
  • Weigh competing ethical implications of AI-generated empathy in healthcare: Attendees will gain insights into the ethical considerations involved in using AI for empathetic purposes in healthcare contexts, focusing on issues of transparency, authenticity, and the balance between practical benefits and ethical responsibilities.
  • Critically evaluate the impact and future directions of AI in empathy: The audience will be encouraged to critically evaluate the potential impacts of AI on the future of empathetic interactions in healthcare and other professional settings, considering both the opportunities and challenges presented by AI integration.

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

 


Communication-and-resolution programs (CRPs) aim to increase disclosure, learning, and responsibility following adverse medical incidents. The authors of this article identify five obstacles that prevent CRPs from being successful: 1) public policy, 2) compensation for patients following medical errors, 3) application fidelity, 4) evidence of CRPs increasing patient safety, and 5) alignment of CRP methods with patient needs. To increase the success of CRPs, it is recommended that they should be coupled with CRP quality programs. Overall, health institutions are advised to implement these programs into their systems to promote transparency and patient and family engagement.


Tool/Toolkit
CRP resource or tool (e.g. CANDOR)
Canadian Patient Safety Institute: Patient Safety Management Toolkit

From the Canadian Patient Safety Institute

Prevent Patient Safety Incidents and Minimize Harm When They Do Occur
When a patient’s safety is compromised, or even if someone just comes close to having an incident, you need to know you are taking the right measures to address it, now and in the future. CPSI provides you with practical strategies and resources to manage incidents effectively and keep your patients safe. This integrated toolkit considers the needs and concerns of patients and their families, and how to properly engage them throughout the process.

Drawn from the best available evidence and expert advice, this newly designed toolkit is for those responsible for managing patient safety, quality improvement, risk management, and staff training in any healthcare setting.