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White Paper – Perioperative Preference Card Optimization: Improving Operating Room Standardization and Efficiencies at UMass Memorial Health

 

In early 2020, surgeons, anesthesiologists, and operating room leadership at UMass Memorial Medical Center (UMMMC) — the academic Level I trauma medical center of UMass Memorial Health that is affiliated with UMass Chan Medical School — were dissatisfied by perioperative processes that adversely affected operating room (OR) conditions, such as workloads, teamwork, surgeon standardization, and OR efficiencies. Efforts to address the concerns in the past, though helpful, were typically location-specific projects that did not translate to other UMMMC sites.

Members of the Center for Innovation and Transformational Change (CITC) at UMass Memorial Health — Cliona Archambeault, Senior Director of Process Improvement, and Martin Pallotta, Master Black Belt — met with the OR Efficiency Working Group at UMMMC and facilitated a team discussion to generate ownership and prioritize the OR problems. The working group was formed to create, own, manage, and resource projects that would improve the efficiency of ORs and consists of surgeons, anesthesiologists, and OR leaders across three campuses and 31 surgical divisions. To address the issues, the group and CITC conducted detailed mapping of the peri-op process for three clinical programs: Vascular Surgery, ENT, and Robotics.

Four projects were created — Preference Card Optimization, Environmental Services Trigger, Missing Instrument/Closed Loop Communication, and Imbalance Workflow Pitcrew — that could collectively impact the four rocks and improve conditions in the ORs of UMass Memorial Medical Center.

 

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