Hospitals across the state and nation have made substantial progress in recent years incorporating patient and family engagement (PFE) as part of their organizational approach to attaining higher levels of patient satisfaction and outcomes.
Still, many hospitals are uncertain about how to envision or to optimize the role of PFE in safety and quality improvement design and seek support in learning and navigating the process.
Helpful resources have been compiled through the CMS Partnership for Patients and recently completed Hospital Improvement Innovation Network (HIIN). Contact KHC (785-235-0763) for additional information and individualized guidance.
Orientation Video Series for Patient and Family Advisors (PFAs)
The Kansas Healthcare Collaborative has developed a new Patient and Family Advisor Orientation video series resource that could be helpful to your PFA programs and Patient and Family Advisory Councils (PFACs).
The four animated videos are about 10 minutes each and are designed so that your hospital can incorporate them into your PFA/PFAC orientation programs. Most likely, these videos also would be worthwhile to view by your hospital staff members who also are working with PFAs.
The topics of the videos are:
- PFAs and the changing culture of health care
- Partnering across the organization
- Communicating effectively as a PFA
- Effectively sharing your story
The Five CMS Patient and Family Engagement Metrics
By partnering with patients, their families and other caregivers, hospitals can improve the quality and safety of health care, reduce costs, increase employee satisfaction and improve the patient experience. Helpful resources developed by the Centers for Medicare and Medicaid Services (CMS) include:
- Person & Family Engagement Strategy, 2016 (pdf)
- Partnership for Patients Strategic Vision Roadmap for Person and Family Engagement (PFE): Achieving the PFE Metrics to Improve Patient Safety and Health Equity, revised October 2017 (pdf)
Since 2015, KHC has conducted numerous virtual and in-person learning events to enable Kansas hospital leaders to implement key PFE strategies to achieve patient- and person-centered care. The five PFE metrics are:
- PFE Metric 1: Planning Checklist for patients known to be coming to the hospital.
- PFE Metric 2: Conducting shift change huddles and/or bedside reporting with patients and family members.
- PFE Metric 3: Designation of an accountable leader or functional area in the hospital responsible for PFE.
- PFE Metric 4: Hospital has an active Patient and Family Advisory Council or other committees where patients are represented.
- PFE Metric 5: Hospital has one or more patient representatives serving on the hospital governing and/or leadership board.
In addition, KHC has conducted four breakthrough learning collaboratives with national faculty and many supportive resources to develop patient and family advisor (PFA) programs, including patient and family advisory councils (PFACs).
Visit our KHC Education Archive for recordings and handouts from previous learning events, including:
- PFE -- Beyond the Metrics: Implementing PFE Strategies that Improve Quality and Safety (7/24/2019)
Featuring Tara Bristol Rouse, MA, Patient and Family Engagement Project Consultant, AHA Center for Health Innovation
- Webinar recording (fast forward to 21-min. mark)
- Presentation handout (PFE presentation starts at slide #22)
- Integrating PFE Strategies by Harm Topic handout (pdf)
- A video recording of an in-person presentation: "A primer for Patient and Family Engagement," by Cheryl Ruble, MS, RN, CNS, improvement advisor, Cynosure Health, at the Kansas Hospital Engagement Network Collaborative Meeting, held in Topeka, Kansas, December 2013. Cheryl also presented during a recorded webinar in September 23, 2015 on PFE, especially the discharge planning checklist (PFE Metric #1). Download September webinar presentation handout (pdf).
During the HEN and HIIN initiatives, the Centers for Medicare and Medicaid Services (CMS) and its National Content Developer conducted a national Master Class Series during the original Hospital Engagement Network in support of hospitals' focus on patient and family engagement. Those resources are no longer available online. Contact KHC if interested in receiving archived materials.
Resources for PFE Metrics
PFE Metric 1: Planning Checklist for patients known to be coming to the hospital.
- See Kansas HEN webinar held September 23, 2015.
PFE Metric 2: Conducting shift change huddles and/or bedside reporting with patients and family members.
- South Central HIINergy Partners Webinar: Transforming Cultures for Safety held August 2, 2017
- AHRQ Nurse Bedside Shift Report Implementation Handbook
- Modern Healthcare: Bedside handoffs boost patient satisfaction (Dec. 7, 2015)
Sample hospital videos demonstrating bedside handoffs with patients and families
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PFE Metric 3: Designation of an accountable leader or functional area in the hospital responsible for PFE.
- Master class no longer available.
PFE Metric 4: Hospital has an active Patient and Family Advisory Council or other committees where patients are represented.
- KHC Instructional Video Series: Operationalizing Your PFAC (4- to 8-minutes each)
- KHC Patient and Family Advisor Orientation Video Series (9-12 minutes each)
- See Webinars Sustaining PFE through PFACs (Aug. 19, 2014KHC Instructional Video Series: Operationalizing Your PFAC) and Partnership for Patients PFE Networking Pacing Event (July 23, 2012)
- See Kansas HEN webinar held February 2015
- See video of actual PFAC meeting (3:36 min.)
- See video of UW Health Patient and Family Advisory Partnership (4:55 min.)
- See video of CHI Health Patient Family Advisory Councils (5:14 min.)
- Institute for Patient- and Family-Centered Care -- A PFAC Workplan: Getting Started (pdf)
PFE Metric 5: Hospital has one or more patient representatives serving on the hospital governing and/or leadership board.
- Helping Hospitals Get Buy-in for PFE at the Governance Level held August 8, 2017
PFAC Resources
Articles
- Leadership Guide to Patient Safety (IHI, 2006)
- Mentors Help Patients with Rehab and Offer Insider Tips Along the Way (WSJ, 5/11/2015)
- Patient and family engagement: a survey of US hospital practices (BMJ Qual Saf, June 16, 2015)
Education
- Building Partnerships through Patient and Family Advisory Councils (AHA-HRET HEN, 5/6/2014)
- The Current State of PFE Strategies in American Hospitals (HRET, 7/30/2014)
- The Current State of Patient and Family Engagement Strategies in American Hospitals (HPOE webinar, July 30, 2014)
Organizations
Publications
- Partnership for Patients Strategic Vision Roadmap for Person and Family Engagement (CMS, October 2017)
- A Leadership Resource for Patient and Family Engagement Strategies (HRET, July 2013)
- Advancing the Practice of Patient- and Family-Centered Care in Hospitals: How to Get Started… (IFPCC)
- Guide to Patient and Family Engagement in Hospital Quality and Safety (AHRQ, 2013)
- Partnering to Improve Quality and Safety: A Framework for Working with Patient and Family Advisors (HRET, March 2015)
- Strategic Vision Roadmap for Person and Family Engagement (AIR, 2016)
Tools and Toolkits
- Partnering with Patients and Families to Enhance Safety and Quality: A Mini Toolkit (IFPCC, 2013)
- PFAC Getting Started Toolkit (BJC HealthCare, 2011)
- Strategies for Leadership: A Hospital Self-Assessment Inventory for Patient- and Family-Centered Care (AHA, 2004)
Video and Audio
- KHC Instructional Video Series: Operationalizing your PFAC (14 videos, 4 to 8 min. each)
- Children’s Mercy, Kansas City: The Power of Parent Engagement Beyond Advisory Boards (2014) (video, 7 min.)
- Health Care’s Newest Improvers: Patient and Family Advisors (WIHI, 3/10/2011) (audio, 58 min.)
- Animated introductory video (3 min.)
Selected Resources for Engaging Patients and Families as Partners in Safety:
- A Leadership Resource for Patient and Family Engagement Strategies (HRET, July 2013)
- A Roadmap for Patient and Family Engagement in Healthcare Practice and Research (Moore Foundation and AIR, 2014)
- Advancing the Practice of Patient- and Family-Centered Care in Hospitals: How to Get Started (IFPCC 2011)
- Children's Mercy, Kansas City: The Power of Parent Engagement Beyond Advisory Boards (7-min. video, 2014)
- Engaging Health Care Users: A Framework for Healthy Individuals and Communities (HRET, Jan 2013)
- Gordon and Betty Moore Foundation website
- Guide to Patient and Family Engagement in Hospital Quality and Safety (AHRQ 2013)
- Partnering to Improve Quality and Safety: A Framework for Working with Patient and Family Advisors (HRET 2015) [Related: PFA Framework Infographic (pdf)]
- Partnering with Patients and Families to Enhance Safety and Quality: A Mini Toolkit (IFPCC 2013)
- Partnership for Patients Strategic Vision Roadmap for Person and Family Engagement and Addendum (2016)
- Patient and family engagement: a survey of US hospital practices (BMJ Qual Saf, June 16, 2015)
- Patient & Family Leadership: Resource Compendium for Health Care, (NAM, Summer 2015)
- Strategies for Leadership: A Hospital Self-Assessment Inventory for Patient- and Family-Centered Care (AHA, 2004)
- The Current State of Patient and Family Engagement Strategies in American Hospitals (HPOE webinar, July 30, 2014)
Contact KHC to access resources developed and assembled during previous cohorts of the KHC HIIN PFAC Collaborative.
- Kansas hospitals testimonial video (2.5 min.)