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An Endoscopy Checklist : Patient story, implementation of tool, and measuring success Jacky Watkins RN PG. Dip, MN , Erehi Tua RN , Linda Jackson CNM. Contents. Background Methodology Process observation Identification process Time out Checklist Implementation Results. Background.

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  1. An Endoscopy Checklist: Patient story, implementation of tool, and measuring successJacky WatkinsRN PG. Dip, MN, Erehi Tua RN, Linda Jackson CNM

  2. Contents • Background • Methodology • Process observation • Identification process • Time out • Checklist • Implementation • Results

  3. Background • Two patients with similar Names • Patient A for gastroscopy, Patient B for bronchoscopy • Dr called for A, B responded, consented and had a gastroscopy. Bronchoscopy was rescheduled • Elderly, confused patient for inpatient gastroscopy • Follow up post bleeding gastric ulcer • NJ tube was removed (standard practice) • Wrong sticker on referral form • Perforation during procedure to replace NJ tube

  4. Methodology • Root Cause Analysis • Observational study • Review sticky label process • Review identification process • Theatre time out development • Develop standard operation procedures/ Role descriptions • Review consenting process • Identify Actions • Plan do check act interventions

  5. Observation • The different areas of patient travel were analyzed which identified four processes, namely: • The reception admission Process. • The clinical admission Process. • The procedure Process. • The recovery Process. • This analysis helped us to develop a Near Miss Template that captured data

  6. Identification process • Current practice – close ended questions • Before procedure room • Change to open ended question • At each stage • Script used to embed change in practice. • Entire team

  7. Script

  8. WHO Checklist

  9. Gastro Checklist

  10. PDCA • Combined team meeting to establish purpose • Trialed 1 list, 1 endoscopist, nursing team • Altered until consensus reached • Rolled one consultant at a time • Support for all staff in use of form • Commitment from Heads of Department

  11. Results • No misidentification 3 years • Incorrect patient highlighted – harm prevented • Ongoing support to maintain standards • Education for new staff • Updates for existing staff

  12. Thank you Any questions?

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