Patient safety learning response toolkit

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The Patient Safety Incident Response Framework (PSIRF) promotes a range of system-based approaches for learning from patient safety incidents. National tools have been developed that incorporate the well-established SEIPS framework (Systems Engineering Initiative for Patient Safety).

Organisations are encouraged to use the national system-based learning response tools and guides, or other system-based equivalents, to explore the contributory factors to a patient safety incident or cluster of incidents, and to inform improvement.

Patient safety incident investigation report template

Summary

If you would like to suggest improvements to the template, please contact the patient safety team so we can continue to review and evaluate its design. The team can be contacted by emailing patientsafety.enquiries@nhs.net 

Link

Summary

This tool was originally developed by NHS Scotland. It has been further refined in collaboration with HSSIB and NHS England after being piloted in approximately 20 NHS trusts and healthcare organisations in England.

The ‘Learning Response Review and Improvement Tool’ is intended to be used by:

  • Those writing learning response reports following a patient safety incident or complaint, to inform the development of the written report.
  • Peer reviewers of written reports to provide constructive feedback on the quality of reports and to learn from the approach of others.

Introduction to SEIPS

Summary

This document provides an overview of SEIPS, a framework for understanding outcomes within complex socio-technical systems.

Document

SEIPS blank template

SEIPS blank template

  • Microsoft PowerPoint
  • 397 KB
  • 1 pages

Summary

The SEIPS model sets out desired outcomes– what are you aiming to achieve when you deliver patient care?

Preparing to respond

Four tools are available to help in the initial stages of a learning response:

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Information gathering log

Information gathering log

  • Microsoft Excel
  • 24 KB

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Stakeholder map (simple)

Stakeholder map (simple)

  • Microsoft Word
  • 25 KB
  • 4 pages

Document

Stakeholder map (visual)

Stakeholder map (visual)

  • Microsoft PowerPoint
  • 59 KB
  • 3 pages

Summary

Example stakeholder map to illustrate interactions.

Document

Summary

The crafting of precise and clear ToRs for an investigation is a critical stage and will determine the effectiveness and satisfaction with the output from the investigation.

Learning response methods

Four guides have been developed to inform a response to a patient safety incident or cluster of incidents:

Link

Summary

An After Action Review is a method of evaluation that is used when outcomes of an activity or event, have been particularly successful or unsuccessful. It aims to capture learning from these tasks to avoid failure and promote success for the future.

Link

Document

Summary

The multidisciplinary team (MDT) review supports health and social care teams to: identify learning from multiple patient safety incidents; agree the key contributory factors and system gaps in patient safety incidents; explore a safety theme, pathway, or process; and gain insight into ‘work as done’ in a health and social care system.

Summary

A patient safety incident investigation (PSII) is undertaken when an incident or near-miss indicates significant patient safety risks and potential for new learning.

Document

Swarm huddle

Swarm huddle

  • PDF
  • 939 KB
  • 9 pages

Summary

Swarm-based huddles are used to identify learning from patient safety incidents. Immediately after an incident, staff ‘swarm’ to the site to quickly analyse what happened and how it happened and decide what needs to be done to reduce risk.

Exploring everyday work

Everyday work describes the reality of how work is done and how people performing tasks routinely adjust what they do to match the ever-changing conditions and demands of work.

Four guides are available to support the exploration of everyday work:

Link

Summary

This guidance has been developed in collaboration with the investigation education team at the Healthcare Safety Investigation Branch (HSIB).

The Patient Safety Incident Response Framework (PSIRF) recommends that learning response leads move away from a reliance on documentation and written statements to listening to the views of those affected through interviews and discussions. This guidance supports staff to conduct empathetic, supportive interviews during learning responses.

Document

Summary

Link analysis visualises the frequency of interactions in a specific location or environment. It can be used to highlight the frequently used paths taken in an environment and those that are critical for safety.

Summary

To achieve a safer healthcare system we must look at work as it is normally done every day. Observations help us get a better understanding of work as done.

Summary

Walkthrough analysis is a structured approach to collecting and analysing information about a task or process or a future development (eg designing a new protocol).

Responding to broad patient safety issues

Patient safety risks or broad patient safety issues may benefit from focused improvement efforts rather than further incident responses. Two tools are available to enable organisations to respond:

Summary

These top tips support health and social care staff to carry out thematic reviews, but organisations may take different approaches, depending on the purpose and scope of their review.

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Horizon scanning tool

Horizon scanning tool

  • PDF
  • 208 KB
  • 11 pages

Summary

The horizon scanning tool supports health and social care teams to have a forward look at potential or current safety themes and issues

Organisations should follow an integrated process for developing, implementing, and monitoring safety actions. Further information is provided in the following guides:

Synthesis

Two tools are available to support information gathering and synthesis of information:

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Timeline mapping

Timeline mapping

  • Microsoft Excel
  • 79 KB

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Work system scan

Work system scan

  • Microsoft Excel
  • 576 KB

Developing safety actions

Document

Summary

Safety action development starts by identifying and agreeing those aspects of the work system where change could reduce risk and potential for harm (ie ‘areas for improvement’ or system issues). Actions to reduce risk (ie safety actions) are then generated in relation to each defined area for improvement. Following this, measures to monitor safety actions and the review steps are defined.

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SHARE debrief tool

SHARE debrief tool

  • PDF
  • 678 KB
  • 9 pages

Summary

The SHARE debrief tool supports health and social care teams to engage teams and staff who may be affected by the outcome (ie safety actions) of a learning response.

Download entire toolkit as a Zip file

Summary

Download all of the above documents in a single Zip file.

Join our PSIRF FutureNHS workspace

We hope to share further tools via our PSIRF FutureNHS workspace.

We will also use this workspace to communicate with staff and local stakeholders via the message board. This workspace is available for anyone to join (you don’t need an NHS email). If you’re not a member and would like to join please email NHSps-manager@future.nhs.uk.