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Task 3 ‐ Continuous Improvement
Project Rationalization
Deliverable 3a ‐ CIP Rationalization
Prepared for the
Oregon Health Authority / Oregon State Hospital
Salem, Oregon
in satisfaction of Contract #133459,
Oregon State Hospital Excellence Project
Prepared by:
14 January 2011
Table of Contents
A. Executive Summary……………………………………………………………………………………………………. 1
B. Background ………………………………………………………………………………………………................. 1
C. Scope………..………………………………………………………………………………………………................. 1
D. Approach, Tools and Techniques................................................................................... 2
E. Rapid Improvement Event………………………………………………………………………………………….. 3
F. Preparations for Task 04…………………………………………………………………………………….………. 9
Appendix I ‐ Summary of Disposition of CIP Items Within Category / Impact Area.….…
Appendix II ‐ Individual CIP Rankings ……………………………………………………………………….….
Appendix III ‐ CIP Items Prioritized for Chartering……………………………………………………….
A. Executive Summary
This document is the Task 3 Deliverable for State of Oregon Personal Services Contract Number
133549. It is a critical review and rationalization of current Continuous Improvement Project (CIP)
Items / related initiatives and a determination of their effectiveness and relevance in achieving OSH’s
new standards of excellence.
B. Background
OSH has initiated roughly 200 CIP actions in response to recommendations received from outside
sources ‐ e.g., the Department of Justice, various consultants, and internal stakeholders. These items
address a variety of organizational and inpatient care issues and were initially being managed by the
OSH Office of Strategic Planning. Additionally, the OSH Quality Council is charged with managing a
separate inventory of Quality Improvement (QI) actions and there are 28 committees engaged in
identifying and managing similar activities. The majority of these actions, collectively referred to as
“CIP Items” do not define standard process improvement tools, schedules, timetables, or even what
resources and skills are required to move them forward. In fact, many are simply operational issues
as opposed to CIP Items and do not require team activities to bring them to conclusion. Completed
CIP Items or those identified as redundant are often not removed from the active inventory.
Many of the CIP Items are not progressing as originally expected. There are several which have been
in process for an extended period of time (years) with little to no progress. OSH seeks to determine
whether the current roster of CIP Items are effective in achieving the goals of advancing patient care
and performance to new standards of excellence. There is general recognition and acceptance of the
need for a robust and predictable process to identify and modify or terminate under / non‐
performing CIPs and to meter new project starts. To ensure this assessment ongoing, OSH desires to
implement a process and criteria to rationalize the current CIP inventory and to rank by priority the
remaining and future proposed initiatives.
C. Scope
Task 3 focuses on rationalizing the current inventory of 187 CIP Items, 10 proposed Rapid Process
Improvement (RPI) events, and 30 Quality Improvement activities for a total of 227 individual line
items. CIP Items are managed in a single database by staff of the Strategic Planning Unit. Quality
Improvement and Quality Council items are managed separately by the Quality Improvement Unit.
The 10 RPIs are in alignment with items already in the CIP inventory and are essentially a restatement
of several priority initiatives. They are also managed by the Strategic Planning Unit, however they are
listed separately from the CIPs and tracked manually. Table 1 below highlights the distribution of
items by general category and impact area. The complete inventory is collectively referred to as “CIP
Items”.
Kaufman Global 1
Table 1 ‐ Distribution of CIP Items by Category and Impact Area
CIP Item
Category/Impact Area
Count
2 Physical Plant and Safety 5
3 Leadership and Organization 13
4 Staffing 4
5 Admissions & Assessments 23
6 Formulation & Treatment Care Planning 22
7 Active Care and Treatment 43
8 Transition, Discharge & Community Service 17
9 Integrated Physical Health Care 13
10 Protection from Harm 18
11 Medical Records, Documentation and Info Mgmnt 14
12 Quality Assurance & Improvement 2
13 Staff Education & Development 13
14 Proposed RPI Events 10
15 Quality Improvement Items 30
Total 227
D. Approach, Tools, and Techniques
Kaufman Global applied a specialized project review methodology known as “Initiative Inventory” to
identify all CIP Items, Quality Improvement (QI) Items, RPI Events, Projects, Tasks and Activities that
actively is being tracked and which are consuming various OSH resources. A primary aim of this
methodology is to assess the status of these items and their likelihood of success, and later to help
make a determination of their priority ranking.
Projects may underperform for a variety of reasons. For example, at an organizational level a project
may be hampered by lack of alignment with strategic objectives, unfiltered changing priorities, lack of
an effective project champion, or more commonly, from internal competition for limited time and
resources. Internal competition may reveal itself through lack of inter‐departmental support,
competing priorities, unavailability of critical resources, or, simply too many initiatives being worked
on at the same time. At
any point in time, a cross‐
section of the projects
may be progressing, albeit
slowly and ineffectively,
but none are getting
completed, as illustrated
by Figure 1 left. Whatever
the circumstances, a
standard approach which
profiles, rationalizes and
ranks both active and
proposed CIP Items must
be established for OSH.
Figure 1 ‐ Complex orgs need ways to both run and change operations
Kaufman Global 2
It is vital to have a process which includes Executive Steering Committee (ESC) management of CIP
Items through six stages ‐ Qualification, Priority Ranking, Queue Management, Activation, Monitoring
and Closing. This work must be done with OSH sponsors, project leaders and functional team
members to establish an approach that provides a means to decide which new projects will start and
when, as well as a system to evaluate projects in terms of whether to continue investment, modify
and re‐charter or eliminate.
To accomplish Task 3, Kaufman Global:
• Ensured that we had a clear understanding of the strategic objectives of the organization
• Researched the historical context and sequence of events leading up to the current state
• Established a Team Charter and conducted an RPI event with key personnel to develop
standard criteria for ranking initiatives
• Conducted interviews with select CIP Item stakeholders in both the functional areas and
support departments within the Strategic Planning Unit
• Conducted a CIP Rationalization RPI event to: gain agreement on the definition of a CIP,
establish criteria for evaluation and ranking of initiatives, determine effectiveness and status
of CIPs, assess and make recommendations for continued investment or elimination, and
rank CIPs in terms of items to be continued near‐term or in queue pending resource
availability
• Documented the analysis, ranking and recommendations for each CIP Item. Transferred
working examples to OSH personnel to enable them to charter, conduct and report out
similar events on an ongoing basis
• Documented and published findings and concerns in support of the Task 3 Deliverables which
serve as the basis for Task 04, Model Organization and Work Structure
E. Rapid Process Improvement Event
To gain important input and develop consensus on the deliverables of Task 3, an RPI Event was
conducted. Participants in the one and one half day event included a representative cross‐section of
OSH leadership. Nena Strickland served as Sponsor and, with Greg Roberts, functioned as the
Executive Steering Committee. Working members of the team included: Sue Wimmer, Rick Varnum,
Ted Ficken, Mike Duran, Arthur Tolan, Derek Wehr, Nat Thomas, Rebecca Curtis, Barb Pfaltzgraff, and
Kathy Deacon. Prior to conducting the event, OSH Leadership confirmed the approach and event
deliverables as contained in the Event Charter and finalized the list of key OSH personnel and their
participation.
Initial barriers, concerns and observations expressed by the team included the following:
• Who is in charge of the CIP process and responsible for the creation of CIP items?
• The overall direction (at OSH) has been a moving target due to the “revolving door” nature of
many positions
Kaufman Global 3
• There is a lack of Vision and Aim of the Hospital to guide the development of priorities
• How do we embody the “recovery philosophy” in the CIP process?
• Who is in charge of the CIP process and responsible for the creation of CIP items?
• External forces enter the scene and drive priorities off their path
• There is a lack of integration of the various “improvement” initiatives… OSH needs a single
list of improvement initiatives
• Are the CIPs currently on the list and being worked having an impact…how do we know?
• How do we achieve sustainability in this effort?
• CIPs need to be observable and measureable
• How can we determine the right balance of CIPs that can be worked on at one time? And,
• How do we tell people to stop working on a CIP which has a lowered priority as a result of
rationalization actions?
By working through these issues, the Team concluded that their concerns could be addressed
through a CIP Item Initiation, Evaluation and Activation process and a governance structure directed
by an Executive Steering Committee. These are part of the Critical Next Steps after Task 3 and are the
focus of Task 04.
Prior to beginning the actual work of rationalization, some fundamental questions had to be
answered that would drive the evaluation and decision‐making process. For example, "What exactly
is a CIP Item and how is it different from the other activities people perform as a part of their normal
work?” and “What items should be managed at the leadership level and receive priority for
resources?” To answer these questions the Team completed a Modified Affinity Process (see Figure
2) to brainstorm the various characteristics of a CIP and arrive at a single, consistent definition.
Figure 2 ‐ The RPI Team developed work documents to define and rank characteristics of CIP Items
The finalized definition is included below as Figure 3. Development of the definition marked a
significant departure from previous processes used to address CIP Items, their origination, resource
assignment, management and closure. A key learning in the development of the definition included
Kaufman Global 4
recognition that a CIP Item is a manageable, short duration activity focused on specific outcomes vs.
statements of issues.
A CIP Item is a proposed project which:
• Significantly advances the hospital toward its mission and vision
¾ Improves patient care and services
¾ Promotes patient recovery
¾ Improves process to move the patient to the community
• Integrates the efforts of departments disciplines and programs to work toward a
common objective
¾ Identifies an executive sponsor / owner and a proposed champion
¾ Involves cross‐functional participation and learning
¾ Becomes part of a single priority list for the hospital
• Has a defined outcome which is observable and measurable
¾ Provides significant return for effort
¾ Outcome can be sustained through owned metrics
• Has a defined life
¾ There is a target start and end date
¾ The duration of the project is three months or less
• May be needed to correct an area of non‐compliance with regulatory standards
Figure 3 ‐ Definition of a CIP Item
With a clear definition guiding them, the team began the rationalization process by making four
passes through the inventory of CIP Items. The first pass assessment involved the identification and
separation of CIP Items which had been completed and, therefore, were no longer active and
requiring resources. This resulted in the elimination of 76 items. Next, the Team developed and
agreed upon reasons for
termination of CIP Items
(see Figure 4). For
example, the item does
not meet the definition, it
may be a duplication of
something else, it is really
part of someone’s
responsibility and job
description, the item has
no clear ownership, or no
action has been taken
toward completion. Using
the Termination by
Reason criteria, an
additional 83 CIPs were
eliminated, as outlined in
Figure 4 ‐ Using Termination by Reason criteria, 83 additional CIPs
Figure 5 below.
were eliminated from the total inventory
Kaufman Global 5
Termination Recommendations by Reason
Does not meet
definition of a CIP, 30
Lack of Ownership, 3
Projects completed/ Duplication, 8
no longer active, 76 No Action, 4
Low Return
for Effort, 4
Should be Assigned to
an Individual, 31 Low Priority Use of
Critical Resources, 3
Figure 5 ‐ Using Termination by Reason criteria,
83 additional CIPs were eliminated from the total inventory
After the first two passes the team had eliminated 159 of the original 227 CIP Items, leaving only 68
remaining, as summarized in Table 2. Also see Appendix I: Summary Disposition of CIP Items.
Table 2 ‐ Remaining CIP Items by Category / Impact Area
Remaining CIP
Category/Impact Area
Items
2 Physical Plant and Safety ‐
3 Leadership and Organization 5
4 Staffing 4
5 Admissions & Assessments 5
6 Formulation & Treatment Care Planning 10
7 Active Care and Treatment 18
8 Transition, Discharge & Community Service 9
9 Integrated Physical Health Care 4
10 Protection from Harm 8
11 Medical Records, Documentation and Info Mgmnt 2
12 Quality Assurance & Improvement ‐
13 Staff Education & Development 1
14 Proposed RPI Events 2
15 Quality Improvement Items ‐
Total 68
For the final 68 the Team selected 15 criteria to promote thinking and assessment of the relative
importance of a CIP Item. The 15 criteria are included below as Figure 6.
Kaufman Global 6
CIP Evaluation Criteria Form
Scoring: 1 ‐ Low, 5 ‐ High
____ Meets the Definition of a CIP
____ Clear Ownership is Identified
____ Externally Mandated
____ Legal Compliance Requirement
____ Impacts vs. Effort
____ Time to Implement / Benefit Realization
____ Alignment with Strategic Priorities
____ Patient Safety
____ Staff Safety
____ Positive Community Impact
____ Defined Outcome / Measurable
____ Sustainable as Standard Work
____ Resource Availability
____ Skill / Experience Availability
____ Prerequisites / Dependencies Identified
____ Total
Figure 6: Form for 15 Point Evaluation
Using the form in Figure 6, each of the remaining 68 CIP Items were evaluated against the 15 criteria
nodes, each node with a possible scoring scale of one (low) to five (high). A total score for each CIP
Item was calculated, ranging from a potential low of “15” to a potential high of “75”. The lowest
actual score for any CIP item was 27 and the highest was 74. Appendix II: Individual CIP Rankings,
shows the individual rank of each CIP item.
Figure 7 ‐ The
team completes
a 15 Point
Evaluation form
for each of the
remaining 68
CIP Items. The
total score of
each CIP Item is
reflective of its
relative
importance to
resource and
complete
Kaufman Global 7
With the 15 Point Evaluation complete, the Team then reviewed the 68 remaining CIP Items to
determine which had current resource allocations, i.e., specific resources assigned. In most cases
there was no obvious linkage between resources assigned, progress or status and the relative priority
ranking the Team was willing to assign to any individual CIP. A sort and grouping exercise selected 33
of the CIP items with very high scores and combined them into 5 macro areas:
• Active Care and Treatment (9)
• Discharge Planning and Community Integration (3)
• Protection from Harm (5)
• Treatment Care Planning (13) and
• “Other” (3)
These 33 CIP Items constitute the highest priority items, meaning they are at the top of the list for
completion of charters and resourcing. They are the resultant, active CIP Items going forward. The
remaining 35 valid CIP Items are in the queue and will be initiated as resources become available to
work on them. See Figure 8.
Figure 8 ‐ Summary of CIP Item Rationalization
The individual CIP Items on the priority list are provided in Appendix III: CIP Item Priorities for
Chartering Activity.
Kaufman Global 8
Key learning experiences expressed by the Team include the following:
• Not everything is important
• Significant interrelationships exist among the CIPs regardless of their prior ranking. This
became more and more obvious throughout the ranking and sorting process
• The remaining CIPs, specifically the 33 highest priority items, must be chartered
• OSH needs a process to add potential new CIP Items to avoid the need to continuously purge
and rationalize the inventory of initiatives
• There is a high priority need to develop an orientation toward project definition and
resourcing
• Resource assignment and skill planning is a critical step to ensure deliverable attainment
F. Preparations for Task 04
The Team recognized and included in their report‐out to the Sponsor and ESC the importance of the
following:
1. The chartering of the 33 highest priority CIPs will begin immediately to ensure no learning
and forward motion is lost
2. The integrated “one list” concept is integral to development of the ongoing process
3. A needed element of the new process is a mechanism to identify and commit available skills
and resources to satisfy the demands placed on the organization by current and future CIP
Items
4. Leadership is needed to provide closure on the CIP Items identified in Task 3 as individual
responsibilities and hand these off to the appropriate operational resources
5. Thought and direction are required to ensure a positive communication to resources
currently working on CIP items which have been terminated
Kaufman Global 9
Appendix I - Summary Disposition of CIP Items
Summary of Disposition of CIP Items Within Category / Impact Area
Terminations Remaining CIP Items
Low
Does not Should be
Low Priority
CIP Item meet Assigned to Lack of Remaining
Category/Impact Area Completed No Action Return for Use of Duplication Priority Queue
Count definition an Ownership CIP Items
Effort Critical
of a CIP Individual
Resources
2 Physical Plant and Safety 5 3 1 1 ‐ ‐ ‐ ‐ ‐ ‐ ‐
3 Leadership and Organization 13 1 2 2 ‐ 1 ‐ ‐ 2 2 3 5
4 Staffing 4 ‐ ‐ ‐ ‐ ‐ ‐ ‐ ‐ 1 3 4
5 Admissions & Assessments 23 11 ‐ 4 ‐ 1 1 ‐ 1 2 3 5
6 Formulation & Treatment Care Planning 22 9 ‐ 3 ‐ ‐ ‐ ‐ ‐ 8 2 10
7 Active Care and Treatment 43 13 4 4 ‐ 1 1 2 ‐ 8 10 18
8 Transition, Discharge & Community Service 17 5 ‐ 2 ‐ ‐ 1 ‐ ‐ 2 7 9
9 Integrated Physical Health Care 13 4 2 1 ‐ ‐ 1 1 ‐ 4 4
10 Protection from Harm 18 4 ‐ 2 2 ‐ ‐ ‐ 2 6 2 8
11 Medical Records, Documentation and Info Mgmnt 14 8 2 1 ‐ 1 ‐ ‐ ‐ 2 ‐ 2
12 Quality Assurance & Improvement 2 ‐ ‐ ‐ 1 ‐ ‐ ‐ 1 ‐ ‐
13 Staff Education & Development 13 1 1 10 ‐ ‐ ‐ ‐ ‐ 1 ‐ 1
14 Proposed RPI Events 10 ‐ 8 ‐ ‐ ‐ ‐ ‐ ‐ 1 1 2
15 Quality Improvement Items 30 17 10 1 ‐ ‐ ‐ ‐ 2 ‐ ‐
Total 227 76 30 31 3 4 4 3 8 33 35 68
Appendix II - Individual CIP Rankings
Remaining CIPs ‐ Total Count 68
Evaluation
Chapter ‐ CIP Goal/Task
Score
3. Leadership and Organization
3.5.A Review, revise and simplify OSH mission, vision, values, and name of facility 60
3.4.E Review and implement new patient ward milieu management. 51
3.4.D Communicate with all Oregon Sate Hospital staff and stakeholders about new
29
structure, function and positions
3.1.A Establish clear lines of responsibility, authority and communication 27
3.1.B Outline organizational expectations to empower leaders to implement those
26
expectations.
4. Staffing
4.1.A Research and determine necessary numbers, create positions, recruit, hire and
55
retain staff
4.1.B Review and expand current privileging system to enhance staff skill mix for individual
49
patient populations.
4.1.C Identify and obtain advances in technologies and support staff necessary to enhance
40
the effectiveness of direct staff care hours available
4.1.D Increase the number of managers for clinical disciplines to be able to monitor and
38
follow up with clinical issues and quality assurance.
5. Admissions & Assessments
5.3.A Research and adopt a level of care instrument for placement decisions. 60
5.4.H Develop and implement a psychology risk screening process to include suicide/self‐
58
harm, harm to others, sexual behaviors harmful to self or others, fire setting, substance
5.4.E.a Develop monitoring system to track timeliness and completion of medical records
53
(Qualitative)
5.4.G Research and develop a system for continuous reassessment and monitor the
52
implementation of that system
5.3.C Develop a system to use the level of care instrument on admission for clinical staff to
50
determine hospital placement decisions
Page 1 of 5
Appendix II - Individual CIP Rankings
Remaining CIPs ‐ Total Count 68
Evaluation
Chapter ‐ CIP Goal/Task
Score
6. Formulation & Treatment Care Planning
6.3.C Require core members of the IDT to attend TCP meetings and develop resources and
57
scheduling flexibility that supports this
6.4.D Improve TCP’s to consistently reflect the ultimate goal of discharge and sustained
55
successful community reintegration
6.5.H Establish a system to monitor improvements in structure, content and process of
50
Treatment Care Plans
6.5.I Create process to review complex cases (HAPs and PCMs). 49
6.4.B Develop case formulation and TCP format including master TCP and revision
45
documents
6.5.B Develop TCP standards to include a minimum of every 30 day review for all patients 45
6.4.C Improve TCP’s to include focused, pragmatic, individualized goals and interventions
44
that are written in naturalistic language
6.4.E Improve TCP’s specific evidence‐base by utilizing objective, relevant symptom and
44
behavior data incorporating the patients stage of change
6.5.G Set up mentor system to support treatment teams continued growth and
36
improvement
6.5.D Improve TCP’s to reflect achievable treatment goals and interventions mutually
55
developed with the patient with target dates for review and completion
Page 2 of 5
Appendix II - Individual CIP Rankings
Remaining CIPs ‐ Total Count 68
Evaluation
Chapter ‐ CIP Goal/Task
Score
7. Active Care and Treatment
7.3.P Revise medication distribution/administration system 52
7.3.C Establish programming within each mall to meet individual treatment needs of
67
populations and make available at least 20 hours of treatment
7.3.G Develop continuum of care from engagement to transition level group 67
7.3.H Develop a comprehensive Tx program to address education, self care, vocation, med
67
management, mental illness awareness, psychotherapy (DBT, CBT), CRB, Psycho‐
7.8.C Incorporate behavioral support plans into the treatment care planning process 59
7.8.E Establish behavioral support plan review group to review all plans and monitor
55
implementation and effectiveness and develop timeliness for reassessment
7.1.F Develop and monitor individual relapse prevention plans and their use in treatment
53
groups, community integration, work, education and recreational activities
7.1.D.b Develop patient satisfaction survey 51
7.1.E Develop clinical leadership team to evaluate all program plans for clinical relevancy
51
and monitor implementation of groups
7.4.E Develop comprehensive monitoring and treatment program for metabolic side
51
effects including treatment of diabetes.
7.7.A Implement Co‐Occurring Treatment services for civilly committed patients and
51
expand those services for forensic patients
7.1.A Research and define rehabilitation and recovery guiding principles for the hospital. 47
7.4.A Research and implement evidence based, best practice prescribing (e.g. APA Practice
47
Guidelines). Educate physicians, pharmacy staff, and nursing on best practices. Educate
7.3.M Develop a plan for delivery of other services offered in mall such as café, store,
45
spiritual services, medical appointments, consumer empowerment
7.8.B Educate staff and treatment teams re: behavioral support plans and
45
implementation.
7.6.A Increase Sex Offender Treatment services in the civil and forensic programs. 44
7.3.O Develop a plan for coordination of patient services in the treatment malls such as
43
pharmacy, laboratory, medical clinic, etc.
7.1.B Research evidence based and best practices to address rehabilitation and recovery
42
treatment
Page 3 of 5
Appendix II - Individual CIP Rankings
Remaining CIPs ‐ Total Count 68
Evaluation
Chapter ‐ CIP Goal/Task
Score
8. Transition, Discharge & Community Service
8.12.B Research and adopt risk assessment tools to determine safety requirements for
56
discharge
8.1.F Develop documentation toward meeting discharge readiness. 52
8.3.C Develop distribution system for stakeholders to receive all treatment and discharge
52
meeting schedules
8.1.G Establish and enhance transition teams for civilly committed and forensic patients 48
8.17.C Develop a reporting system so that updates to the PSRB for forensic patients will be
48
timely and comprehensive
8.3.A Develop new systems of communication with community providers 48
8.1.D Educate treatment teams regarding discharge planning processes 47
8.1.B Integrate legal and clinical criteria for discharge into the patient’s treatment care
44
plan
8.16.B Educate staff on Exceptional Barriers. 37
9. Integrated Physical Health Care
9.3.A Expand physical health care capacity by: Efficient use of current staffing, creation of
53
a back‐up coverage list, hiring and privileging of nurse practitioners and PAs for care and
9.1.A Define and support Inter‐Disciplinary Treatment Team psychiatrist responsibility for
50
patient physical health care
9.2.A Organize Inter‐Disciplinary Treatment Team review to include monthly review of
50
physical health care, at minimum
9.4.B Research and develop a comprehensive interdisciplinary patient wellness program
45
with outcome measures
Page 4 of 5
Appendix II - Individual CIP Rankings
Remaining CIPs ‐ Total Count 68
Evaluation
Chapter ‐ CIP Goal/Task
Score
10. Protection from Harm
10.3.J Incorporate risk assessment data into treatment care planning 74
10.4.A Reduce seclusion and restraint to an absolute minimum consistent with patient and
62
staff safety
10.4.D Review and revise current treatment care planning to include patient de‐escalation
62
preferences medical and trauma history, and effective patient specific interventions
10.3.D Review, revise and implement Behavioral Precautions Policy 6.010 with special
61
attention to physician and Inter‐Disciplinary Treatment Team roles Create and implement
10.3.B.a Increase capacity to train on interventions for violence and assault. 57
10.4.C Review and revise all documentation associated with seclusion or restraint 52
10.4.H Increase patient safety around medications with an Automated Pharmacy and
52
Medication Distribution System
10.3.I Complete risk assessments on admission and when clinically indicated 47
11. Medical Records, Documentation and Info Mgmnt
11.1.D Develop a process to prioritize clinical direction by use of data (ongoing) 60
11.9.A Educate staff regarding contemporary standards of documentation including
47
progress notes and treatment care planning with a greater emphasis on formulation;
13. Staff Education & Development
13.14.A Improve and expand clinical supervision 47
14. Proposed RPI Events
RPI ‐ Streamlining risk review ‐ recharter 53
RPI ‐ Discharge process ‐ recharter 50
Total Count 68
Page 5 of 5
Appendix III - CIP Items Prioritized for Chartering
CIP Item Priorities for Chartering Activity ‐ Total Count 33
Evaluation
Chapter ‐ CIP Goal / Task
Score
Active Care and Treatment
3.4.E Review and implement new patient ward milieu management. 51
5.4.G Research and develop a system for continuous reassessment and monitor the
52
implementation of that system
7.1.E Develop clinical leadership team to evaluate all program plans for clinical relevancy
51
and monitor implementation of groups
7.1.F Develop and monitor individual relapse prevention plans and their use in treatment
53
groups, community integration, work, education and recreational activities
7.3.C Establish programming within each mall to meet individual treatment needs of
67
populations and make available at least 20 hours of treatment
7.3.G Develop continuum of care from engagement to transition level group 67
7.3.H Develop a comprehensive Tx program to address education, self care, vocation, med
management, mental illness awareness, psychotherapy (DBT, CBT), CRB, Psycho‐ 67
d i i i d ll
7.4.E Develop comprehensive monitoring and treatment program for metabolic side
51
effects including treatment of diabetes.
8.1.F Develop documentation toward meeting discharge readiness. 52
Discharge Planning and Community Integration
5.3.A Research and adopt a level of care instrument for placement decisions. 60
8.12.B Research and adopt risk assessment tools to determine safety requirements for
56
discharge
RPI ‐ Discharge process ‐ recharter 50
Protection from Harm
10.3.B.a Increase capacity to train on interventions for violence and assault. 57
10.3.D Review, revise and implement Behavioral Precautions Policy 6.010 with special
attention to physician and Inter‐Disciplinary Treatment Team roles Create and implement 61
b h i l i id li l
10.4.A Reduce seclusion and restraint to an absolute minimum consistent with patient and
62
staff safety
10.4.C Review and revise all documentation associated with seclusion or restraint 52
11.1.D Develop a process to prioritize clinical direction by use of data (ongoing) 60
Page 1 of 2
Appendix III - CIP Items Prioritized for Chartering
CIP Item Priorities for Chartering Activity ‐ Total Count 33
Evaluation
Chapter ‐ CIP Goal / Task
Score
Treatment Care Planning
6.3.C Require core members of the IDT to attend TCP meetings and develop resources and
57
scheduling flexibility that supports this
6.4.B Develop case formulation and TCP format including master TCP and revision
45
documents
6.4.C Improve TCP’s to include focused, pragmatic, individualized goals and interventions
44
that are written in naturalistic language
6.4.D Improve TCP’s to consistently reflect the ultimate goal of discharge and sustained
55
successful community reintegration
6.4.E Improve TCP’s specific evidence‐base by utilizing objective, relevant symptom and
44
behavior data incorporating the patients stage of change
6.5.B Develop TCP standards to include a minimum of every 30 day review for all patients 45
6.5.D Improve TCP’s to reflect achievable treatment goals and interventions mutually
55
developed with the patient with target dates for review and completion
6.5.H Establish a system to monitor improvements in structure, content and process of
50
Treatment Care Plans
7.8.C Incorporate behavioral support plans into the treatment care planning process 59
7.8.E Establish behavioral support plan review group to review all plans and monitor
55
implementation and effectiveness and develop timeliness for reassessment
10.3.J Incorporate risk assessment data into treatment care planning 74
10.4.D Review and revise current treatment care planning to include patient de‐escalation
62
preferences medical and trauma history, and effective patient specific interventions
11.9.A Educate staff regarding contemporary standards of documentation including
progress notes and treatment care planning with a greater emphasis on formulation; 47
h f d di i d l
Other
3.5.A Review, revise and simplify OSH mission, vision, values, and name of facility 60
4.1.D Increase the number of managers for clinical disciplines to be able to monitor and
38
follow up with clinical issues and quality assurance.
13.14.A Improve and expand clinical supervision 47
Total Count 33
Page 2 of 2