TeamSTEPPS for Office-Based Care: Situation Monitoring
Classroom Slides
Contents
Slide 1: TeamSTEPPS for Office-Based Care: Situation Monitoring
Slide 2: Situation Monitoring
Slide 3: Cross-Monitoring
Slide 4: STEP
Slide 5: Situation Monitoring in the Medical Office
Slide 6: Situation Monitoring Exercise
Slide 7: Situation Monitoring Exercise
Slide 8: Front Office Scenario
Slide 9: Establish a Shared Mental Model
Slide 10: Situation Monitoring
Slide 1: TeamSTEPPS for Office-Based Care: Situation Monitoring
Slide 2: Situation Monitoring
- Process of actively scanning behaviors and actions to assess elements of the situation or environment.
- Enables team members to identify the potential issues or minor deviations.
- Benefits:
- Fosters mutual respect and team accountability.
- Provides safety net for team and patient.
- Includes cross-monitoring.
Remember, engage the patient whenever possible!
Slide 3: Cross-Monitoring
- A process of ongoing monitoring to recognize risk or unfolding error.
- An opportunity to interrupt or correct an action or event before there is harm or injury to the patient.
- “Watching each other’s backs.”
- Providing feedback to ensure the procedures are being performed appropriately.
“Mutual performance monitoring has been shown to be an important team competency.”
McIntyre RM, Salas E. Measuring and managing for team performance: emerging principles from complex environments. In: Guzzo RA, Salas E, eds. Team effectiveness and decision making in organizations. San Francisco: Jossey-Bass; 1995. p. 9-45.
Slide 4: STEP
Steps to monitor the situation
Status of the Patient
Team Members
Environment
Progress Toward Goal
Image: The STEP diagram depicts the components listed above using stacked ice blocks.
Slide 5: Situation Monitoring in the Medical Office
Let’s watch the second office team demonstrate proper situation monitoring.
Image: In the corner is a penguin in a director's chair captioned "Role `em! Play video."
Select to access the video: Situation Monitoring in the Primary Care Medical Office (Good Teamwork) (Flash® video, 2 min., 26 sec.; 27 MB).
Slide 6: Situation Monitoring Exercise
- How does that video compare to the scenario seen in the first lesson?
- Ask yourself:
- Was situation monitoring demonstrated in this video?
- Was this strategy effective? Why was it effective or not effective?
- Did you see any other opportunities for situation monitoring?
- Have you encountered situations similar to this in your team? Have you encountered barriers to proper situation monitoring?
Image: A penguin rides an exercise bicycle and is captioned "Exercise".
Slide 7: Situation Monitoring Exercise
- Think about your daily office routine.
- Have you encountered barriers to situation monitoring?
- What strategy would you use to overcome them?
Image: A penguin rides an exercise bicycle and is captioned "Exercise".
Slide 8: Front Office Scenario
Susan was due for a mammogram and the provider ordered it. Upon arrival at the mammography service, Susan was told that she would have to pay for the mammogram, since her insurance company did not cover it. Confused, Susan returned to the clinic and told the administrative assistant that she did not have the money to pay for this. She was especially upset because her mother was a breast cancer survivor.
The administrative assistant assessed (1) the status of the situation (that a billing specialist was needed); (2), the environment (the patient was upset); and (3) the progress toward the goal (patient was being denied access). The billing specialist then called the insurer and clarified that the insurer had the wrong dates and Susan’s mammogram was due. The insurer realized their error and covered the mammogram.
Slide 9: Establish a Shared Mental Model
- An organized knowledge structure of relevant facts and relationships about a task or situation that are commonly held by team members.
- Team effectiveness will improve if team members have a shared understanding of the situation.
- In health care, if the wrong plan is developed, potentially all actions that follow are wrong, and the patient and caregiver are at risk.
Image: Three penguins wearing football uniforms are seated on a bench while a penguin dressed as a coach reviews their game plays.
Slide 10: Situation Monitoring
| Barriers | Tools and Strategies | Outcomes |
|---|---|---|
|
Brief |
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