护理途径和组织系统:成功连接的基础

M. Panella, K. Vanhaecht
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They are focused on improving the overall spectrum of clinical practice in a measurable way (with process and outcome indicators). As a consequence, pathways are effective in improving clinical outcomes (from disease identification to cure), as well as organization-related and patient-related outcomes (efficient and effective care). Second, pathways are also comprehensive, so that embedded within a care pathway are tools that can be used for analysis (such as process analysis and expected outcomes). Pathways support clinical and organizational decision-making methodologies (such as evidence-based medicine and lean management) and this is crucial when implementing a systemic approach to the process of care. Care pathways are a ‘democratic’ methodology: their development is based on multidisciplinary team work and local agreement and their success is based on effective implementation of networks of activities of different professionals, even including staff and people who are not directly linked to the direct process of care. Moreover, the use of pathways focuses the system of care centrally on the patient. As part of the development of pathways that place the patient at the centre, it is necessary to clearly identify all the relevant expected patient-related outcomes. This approach enhances the empowerment of the patients and helps the pathway team to identify the best outcomes. Pathway development enables the breaking down of potential barriers to the integration of care between professionals and organizations. Pathways can furthermore be a building block to the enhancement of accountability in health-care organizations, a central element of an effective system of clinical governance. It is also important to recognize that care pathways are intrinsically a systemic methodology. Pathways need to reflect the patients’ journey into the health-care system, taking account of the disease-subsystem and of the caresubsystem that occur independently of the wide ranging nature of the pathways. In fact, care pathways are developed taking into account the ‘natural trajectory’ of diseases. This is crucial to elicit the critical nodes or gaps of care that may need to be revised. Pathways need to define the overall process of care and its input–output chain structure, identifying every step of care, including intermediate and final outcomes and related performances along the overall process of care. Such a systemic approach is more in line with the complexity of ‘real’ health care and reduces the risk of focusing only on some elements of care that can reduce the impact on the overall organizational system. Finally, care pathways have proved to be effective as a learning tool both at professional (individual) and organizational (team) level. This is probably due again to a developing system of care pathways that are based on several shared steps that provide an ideal opportunity for people involved to receive and to share a clinically based education. This working together offers a real opportunity for benchmarking different clinical and organizational processes, which can be withinand cross-organization. Care pathways are necessary tools to generate efficiency, achieving the best clinical and care outcomes utilizing appropriate resources. Pathways enable the re-design of services, monitoring critically the activities of every component or professional within the process of care, enabling concrete evidencebased decision-making to promote a real learning organization. Care pathways can enable health-care managers to measure the governance of health-care processes and support good practice within organizations. If pathways are viewed as management tools to provide evidence of service improvement, this may explain why some organizations have significantly few pathways or in some situations where there is superficial use of this methodology. To this purpose we suggest reading carefully the commentary by John Ovretveit regarding the paper ‘Is there a future for care pathways? Five pieces of the puzzle’. In this excellent commentary, Ovretveit concludes that pathways are one of the practically effective ways to bring the independent parts (of the system of care) into interaction to produce better outcomes, and reduce waste and the risks from under-coordination. We think that Ovretveit, together with Don Goldmann’s ‘Five puzzle pieces, ten cautionary notes’ published in the previous issue of this journal, add important elements to the discussion about the potential of pathways to benefit patients and health-care organizations. The European Pathway Association (EPA) will take these suggestions into account while developing international research projects on pathways. In this issue the history, project management and overall approach of the European Quality of Care Pathway study will be presented. 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They are focused on improving the overall spectrum of clinical practice in a measurable way (with process and outcome indicators). As a consequence, pathways are effective in improving clinical outcomes (from disease identification to cure), as well as organization-related and patient-related outcomes (efficient and effective care). Second, pathways are also comprehensive, so that embedded within a care pathway are tools that can be used for analysis (such as process analysis and expected outcomes). Pathways support clinical and organizational decision-making methodologies (such as evidence-based medicine and lean management) and this is crucial when implementing a systemic approach to the process of care. Care pathways are a ‘democratic’ methodology: their development is based on multidisciplinary team work and local agreement and their success is based on effective implementation of networks of activities of different professionals, even including staff and people who are not directly linked to the direct process of care. Moreover, the use of pathways focuses the system of care centrally on the patient. As part of the development of pathways that place the patient at the centre, it is necessary to clearly identify all the relevant expected patient-related outcomes. This approach enhances the empowerment of the patients and helps the pathway team to identify the best outcomes. Pathway development enables the breaking down of potential barriers to the integration of care between professionals and organizations. Pathways can furthermore be a building block to the enhancement of accountability in health-care organizations, a central element of an effective system of clinical governance. It is also important to recognize that care pathways are intrinsically a systemic methodology. Pathways need to reflect the patients’ journey into the health-care system, taking account of the disease-subsystem and of the caresubsystem that occur independently of the wide ranging nature of the pathways. In fact, care pathways are developed taking into account the ‘natural trajectory’ of diseases. This is crucial to elicit the critical nodes or gaps of care that may need to be revised. Pathways need to define the overall process of care and its input–output chain structure, identifying every step of care, including intermediate and final outcomes and related performances along the overall process of care. Such a systemic approach is more in line with the complexity of ‘real’ health care and reduces the risk of focusing only on some elements of care that can reduce the impact on the overall organizational system. Finally, care pathways have proved to be effective as a learning tool both at professional (individual) and organizational (team) level. This is probably due again to a developing system of care pathways that are based on several shared steps that provide an ideal opportunity for people involved to receive and to share a clinically based education. This working together offers a real opportunity for benchmarking different clinical and organizational processes, which can be withinand cross-organization. Care pathways are necessary tools to generate efficiency, achieving the best clinical and care outcomes utilizing appropriate resources. Pathways enable the re-design of services, monitoring critically the activities of every component or professional within the process of care, enabling concrete evidencebased decision-making to promote a real learning organization. Care pathways can enable health-care managers to measure the governance of health-care processes and support good practice within organizations. If pathways are viewed as management tools to provide evidence of service improvement, this may explain why some organizations have significantly few pathways or in some situations where there is superficial use of this methodology. To this purpose we suggest reading carefully the commentary by John Ovretveit regarding the paper ‘Is there a future for care pathways? Five pieces of the puzzle’. In this excellent commentary, Ovretveit concludes that pathways are one of the practically effective ways to bring the independent parts (of the system of care) into interaction to produce better outcomes, and reduce waste and the risks from under-coordination. 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引用次数: 7

摘要

在过去的10年里,在欧洲,使用护理路径的基本原理已经逐渐从他们作为个体患者护理管理工具的使用转变为临床治理方法,到今天的路径被期望提高护理过程的整体质量,并为整个组织提供高质量护理的证据。为什么会发生这种情况?为什么路径和组织系统之间的关系如此紧密地交织在一起?在我们看来,护理途径和组织系统之间的强大联系是由这种复杂干预的独特性创造的,因为途径在不同层次上以许多不同的方式起作用。首先,护理途径是一种灵活的方法,因此可以在从医院到初级保健的每个保健环境中实施。他们专注于以可衡量的方式(通过过程和结果指标)改善临床实践的整体范围。因此,途径在改善临床结果(从疾病识别到治愈)以及与组织和患者相关的结果(高效和有效的护理)方面是有效的。其次,途径也是全面的,因此在护理途径中嵌入了可用于分析的工具(例如过程分析和预期结果)。路径支持临床和组织决策方法(如循证医学和精益管理),这在对护理过程实施系统方法时至关重要。护理路径是一种“民主”的方法:它们的发展基于多学科团队合作和地方协议,它们的成功基于不同专业人员活动网络的有效实施,甚至包括与直接护理过程没有直接联系的工作人员和人员。此外,路径的使用将护理系统集中在患者身上。作为以患者为中心的路径发展的一部分,有必要清楚地确定所有相关的预期患者相关结果。这种方法增强了患者的权力,并帮助途径团队确定最佳结果。路径发展能够打破专业人员和组织之间整合护理的潜在障碍。此外,途径还可以成为加强卫生保健组织问责制的基石,这是有效的临床治理系统的核心要素。认识到护理途径本质上是一种系统方法也很重要。路径需要反映患者进入医疗保健系统的过程,考虑到疾病子系统和护理子系统,这些子系统独立于路径的广泛性质。事实上,护理途径的制定考虑到了疾病的“自然轨迹”。这对于找出可能需要修订的关键节点或护理缺口至关重要。路径需要定义整个护理过程及其投入产出链结构,确定护理的每个步骤,包括中间和最终结果以及整个护理过程中的相关绩效。这种系统化的方法更符合“真正的”卫生保健的复杂性,并减少了只关注某些护理要素的风险,这些要素可以减少对整个组织系统的影响。最后,护理路径已被证明是一种有效的学习工具,在专业(个人)和组织(团队)层面。这可能再次归因于基于几个共享步骤的护理路径系统的发展,为相关人员提供了接受和分享临床基础教育的理想机会。这种合作提供了一个真正的机会,可以在内部和跨组织中对不同的临床和组织过程进行基准测试。护理途径是产生效率的必要工具,利用适当的资源实现最佳的临床和护理结果。路径能够重新设计服务,严格监控护理过程中每个组成部分或专业人员的活动,实现具体的基于证据的决策,以促进真正的学习型组织。护理途径可使保健管理人员能够衡量保健流程的治理,并支持组织内的良好做法。如果路径被视为提供服务改进证据的管理工具,这可以解释为什么有些组织很少有路径,或者在某些情况下肤浅地使用该方法。为此,我们建议仔细阅读John Ovretveit关于“护理路径有未来吗?”拼图的五个部分。 在这篇精彩的评论中,Ovretveit总结道,途径是一种实际有效的方法,可以使(医疗系统的)独立部分相互作用,产生更好的结果,减少浪费和协调不足带来的风险。我们认为,Ovretveit与Don Goldmann在本刊上一期上发表的“五个拼图,十个警示”一起,为讨论可能造福患者和医疗机构的途径增加了重要因素。欧洲通路协会(EPA)将在发展国际通路研究项目时考虑这些建议。本期将介绍欧洲护理质量路径研究的历史、项目管理和总体方法。在环境保护署的监督下,这项国际研究正在比利时、意大利、爱尔兰和葡萄牙进行。
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Care pathways and organizational systems: the basis for a successful connection
During the last 10 years in Europe, the rationale for the use of care pathways has progressively shifted from their use as an individual patient care management tool to a clinical governance methodology, to the point that today pathways are expected to raise the overall quality of the care process, and provide evidence of high-quality care for the whole organization. Why has this happened? Why is the relationship between pathways and organizational systems so strongly entwined? In our opinion the powerful link between care pathways and organizational systems has been created by the uniqueness of this complex intervention, as pathways work on different levels and in many different ways. First, care pathways are a flexible methodology and therefore it is possible to implement them in every health-care environment, ranging from hospitals to primary care. They are focused on improving the overall spectrum of clinical practice in a measurable way (with process and outcome indicators). As a consequence, pathways are effective in improving clinical outcomes (from disease identification to cure), as well as organization-related and patient-related outcomes (efficient and effective care). Second, pathways are also comprehensive, so that embedded within a care pathway are tools that can be used for analysis (such as process analysis and expected outcomes). Pathways support clinical and organizational decision-making methodologies (such as evidence-based medicine and lean management) and this is crucial when implementing a systemic approach to the process of care. Care pathways are a ‘democratic’ methodology: their development is based on multidisciplinary team work and local agreement and their success is based on effective implementation of networks of activities of different professionals, even including staff and people who are not directly linked to the direct process of care. Moreover, the use of pathways focuses the system of care centrally on the patient. As part of the development of pathways that place the patient at the centre, it is necessary to clearly identify all the relevant expected patient-related outcomes. This approach enhances the empowerment of the patients and helps the pathway team to identify the best outcomes. Pathway development enables the breaking down of potential barriers to the integration of care between professionals and organizations. Pathways can furthermore be a building block to the enhancement of accountability in health-care organizations, a central element of an effective system of clinical governance. It is also important to recognize that care pathways are intrinsically a systemic methodology. Pathways need to reflect the patients’ journey into the health-care system, taking account of the disease-subsystem and of the caresubsystem that occur independently of the wide ranging nature of the pathways. In fact, care pathways are developed taking into account the ‘natural trajectory’ of diseases. This is crucial to elicit the critical nodes or gaps of care that may need to be revised. Pathways need to define the overall process of care and its input–output chain structure, identifying every step of care, including intermediate and final outcomes and related performances along the overall process of care. Such a systemic approach is more in line with the complexity of ‘real’ health care and reduces the risk of focusing only on some elements of care that can reduce the impact on the overall organizational system. Finally, care pathways have proved to be effective as a learning tool both at professional (individual) and organizational (team) level. This is probably due again to a developing system of care pathways that are based on several shared steps that provide an ideal opportunity for people involved to receive and to share a clinically based education. This working together offers a real opportunity for benchmarking different clinical and organizational processes, which can be withinand cross-organization. Care pathways are necessary tools to generate efficiency, achieving the best clinical and care outcomes utilizing appropriate resources. Pathways enable the re-design of services, monitoring critically the activities of every component or professional within the process of care, enabling concrete evidencebased decision-making to promote a real learning organization. Care pathways can enable health-care managers to measure the governance of health-care processes and support good practice within organizations. If pathways are viewed as management tools to provide evidence of service improvement, this may explain why some organizations have significantly few pathways or in some situations where there is superficial use of this methodology. To this purpose we suggest reading carefully the commentary by John Ovretveit regarding the paper ‘Is there a future for care pathways? Five pieces of the puzzle’. In this excellent commentary, Ovretveit concludes that pathways are one of the practically effective ways to bring the independent parts (of the system of care) into interaction to produce better outcomes, and reduce waste and the risks from under-coordination. We think that Ovretveit, together with Don Goldmann’s ‘Five puzzle pieces, ten cautionary notes’ published in the previous issue of this journal, add important elements to the discussion about the potential of pathways to benefit patients and health-care organizations. The European Pathway Association (EPA) will take these suggestions into account while developing international research projects on pathways. In this issue the history, project management and overall approach of the European Quality of Care Pathway study will be presented. This international research study under the supervision of the EPA is being performed in Belgium, Italy, Ireland and Portugal.
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