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Challenges and potential improvements in hospital patient flow: the contribution of frontline, top and middle management professionals

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Abstract

Purpose: This study aims to describe and understand the contributions of frontline, middle and top management healthcare professionals in detecting areas of potential improvement in hospital patient flow and proposing solutions. Design/methodology/approach: This is a qualitative interview study. Semistructured interviews were conducted with 22 professionals in the orthopedic department of a 250-bed academic teaching hospital. Data were analyzed through a thematic framework analytical approach by using an a priori framework. The Consolidated Criteria for Reporting Qualitative (COREQ) checklist for qualitative studies was followed. Findings: When dealing with a hospital-wide process, the involvement of all professionals, including nonhealth professionals, can reveal priority areas for improvement and for services integration. The improvements identified by the professionals largely focus on covering major gaps detected in the technical and administrative quality. Research limitations/implications: This study focused on the professional viewpoint and the connections between services and further studies should explore the role of patient involvement. The study design could limit the generalizability of findings. Practical implications: Improving high-quality, efficient hospital patient flow cannot be accomplished without learning the perspective of the healthcare professionals on the process of service delivery. Originality/value: Few qualitative studies explore professionals' perspectives on patient needs in hospital flow management. This study provides insights into what produces value for the patient within a complex process by analyzing the contribution of professionals from their particular role in the organization.
Journal of Health Organization and Management
Challenges and potential improvements in hospital patient
flow: the contribution of frontline, top and middle
management professionals
Journal:
Journal of Health Organization and Management
Manuscript ID
Draft
Manuscript Type:
Original Article
Keywords:
hospital patient flow improvement, Quality Improvement, front line
professionals’ involvement, middle managers’ involvement, top
managers’ involvement
Journal of Health Organization and Management
Journal of Health Organization and Management
Challenges and potential improvements in hospital patient flow: the contribution of frontline, top and
middle management professionals
Abstract
Purpose – This study aims to describe and understand the contributions of frontline, middle and top
management healthcare professionals in detecting areas of potential improvement in hospital patient flow
and proposing solutions.
Design/methodology/approach This is a qualitative interview study. Semi-structured interviews were
conducted with twenty-two professionals in the Orthopedic Department of a 250-bed academic teaching
hospital. Data were analyzed through a thematic framework analytical approach by using an a priori
framework. The Consolidated Criteria for Reporting Qualitative (COREQ) checklist for qualitative studies was
followed.
Findings When dealing with a hospital-wide process, the involvement of all professionals, including non-
health professionals, can reveal priority areas for improvement and for services integration. The
improvements identified by the professionals largely focus on covering major gaps detected in the technical
and administrative quality.
Research limitations/implications – This study focused on the professional viewpoint and the connections
between services and further studies should explore the role of patient involvement. The study design could
limit the generalizability of findings.
Practical implications Improving high quality, efficient hospital patient flow cannot be accomplished
without learning the perspective of the healthcare professionals on the process of service delivery.
Originality/value – Few qualitative studies explore professionals’ perspectives on patient needs in hospital
flow management. This study provides insights into what produces value for the patient within a complex
process by analyzing the contribution of professionals from their particular role in the organization.
Key-words hospital patient flow improvement, quality improvement, front line professionals’ involvement,
middle managers’ involvement, top managers’ involvement.
Paper type Research paper
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Introduction
The increasing demand for health care services leads organizations to face critical tensions between cost
saving, services improvement and equity of access, while maintaining the central focus on increasing value
for patients. In the hospital setting, the management of patient flow is a complex key business process which
impacts both on hospital productivity and on patient outcomes (Jack & Powers, 2008; Crilly et al., 2015; Kane
et al., 2016; Winasti et al., 2018). While ensuring that each patient arrives at each point of care as needed,
the hospital has to effectively balance the increasing demands of an unknown and variable volume of patients
with the hospital resources available (Litvak, 2010; Eriksson, 2017). Therefore, improving hospital patient
flow has become a policy priority where strategic and operational hospital goals are achieved. On one hand,
hospitals can increase levels of productivity, clinical outcomes, and patient safety through the effective use
of resources (i.e. beds, operating theaters, availability of specialized professionals) (Kriegel et al., 2015; Elliott
et al., 2015; Borenstein et al., 2016). On the other, hospitals can improve patient satisfaction and patient
experience by focusing on the individual patient journey (Lutze et al., 2014; Ponsignon et al., 2018).
A key requirement for healthcare service quality improvement is to understand the circumstances
surrounding the patient’s value creation process (Batalden & Davidoff, 2007). Indeed, the way in which the
work is organized can have an impact on the productivity and quality of the service provided (Broekhuis et
al., 2009). Studies emphasize that first-hand experience represents an important source of knowledge for a
better design of a service, process or product (Steen et al., 2011; Needleman et al., 2016). Since most of the
events that make up a service are invisible to the patient, professionals are better placed to detect quality
gaps in the process (Locock, 2003; Wong et al., 2011). For example, the patient does not see the steps needed
to obtain the right surgical instruments for the operation, but experiences an unnecessary waiting time in his
journey if any gaps occur. However, in a hospital-wide process, the integration of several services and the
high number of professionals involved at all levels of the organization makes it difficult to identify whether
and how important patient needs are fulfilled.
This study examined the lived experience of orthopedic patients with elective total hip or knee
replacement from the point of view of frontline, top and middle management hospital professionals. The
study is a part of a larger research and development project that aims to improve hospital patient flow by
involving patients, professionals and researchers. This article focuses on what kind of patient needs and
quality improvement solutions may be detected by healthcare professionals.
Background
Hospital patient flow can be defined as “how hospitals transfer patients between nursing units, and it is
influenced by the levels of care required and the severity of patients’ conditions” (Hendrich et al., 2004).
Patient flows are inherently subject to high variability, depending on the patient inflow at a given time, the
nature of patients' needs, responses to treatment, and the state of medical knowledge (Bohmer, 2005).
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Currently, there is a lack of standard terms to define hospital patient flow performance, because of its
intersection with other concepts such as hospital capacity management, bed management and demand
variation management. Dagger et al. (2007) created a model in order to clearly link patient satisfaction and
service quality. In this model, patients’ perceptions of quality are based on four dimensions: interpersonal
quality, defined as the relationship developed between a service provider and a user; technical quality,
defined as the outcomes achieved and the technical competence of a service provider; environmental
quality, defined as the environmental features that shape consumer service perceptions; and administrative
quality, defined as the service elements that facilitate the production of a core service while adding value to
a customer’s use of the service. In a recent study, Gustavsson et al. (2016) add two more dimensions: family
quality – the ability for the family to stay together; and involvement quality – the ability to handle the
situation in terms of responsibility and capability.
Some important factors have to be considered when improving hospital patient flow. First, the person
who knows most about the patient's perspective is necessarily someone who enters into a relationship with
him (Locock, 2003). Second, the traditional approach of inviting contributions from each medical or surgical
division may not reveal disconnections between the stages of the process (Ben-Tovim et al., 2008). Finally,
this kind of cross-functional process, using a large amount of the hospital's human and technological
resources, has to be managed at macro level by middle and top managers (Castillo et al.,2011; Jweinat et al.,
2013; Olsson et al., 2017). Consequently, all the actors in the frontline, middle and top management should
be able to capture important aspects of the quality of the service offered.
Many studies have emphasized the importance of involving the key representative professionals in
patient flow improvement (Locock, 2003; Kriegel et al.,2015; Winasti, 2018). However, little is known about
what contributions professionals can give as a result of the specific position they each hold in the
organization. In particular, few studies consider which professionals to involve and how to involve them, at
various levels of the organization, when studying a hospital-wide process.
Therefore, the aim of this study is to understand the contributions of professionals in identifying areas for
improvement in hospital patient flow. In particular, this study seeks to answer the following questions. Which
quality dimensions of healthcare services do different professionals identify in regard to improving patient
flow? In which ways can frontline, middle or top management professionals help to identify solutions for
improving patient flow?
Methods
Design and setting
This study was focused on data from a quality improvement project undertaken in the Orthopedic
Department of a 250-bed Italian academic teaching hospital. The purpose of the whole project was to capture
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patients’ experiences and needs in order to improve the hospital flow of orthopedic patients, while this study
focuses mainly on the contribution of the healthcare professionals involved.
As no literature was found concerning the challenges and potential improvements of the hospital patient
flow process in relation to the roles or functions of the professionals within the organization, a qualitative
research design with a phenomenological-hermeneutic approach was chosen (Braun, 2013). Accordingly, the
case was chosen as a purposive sample (Flick, 2009). The Consolidated Criteria for Reporting Qualitative
Research - COREQ checklist was used as a guideline to report the study data (Tong et al., 2007) (See
Supplementary File 1).
Patient flow analysis was limited to scheduled patients treated surgically for total hip or knee
replacement. Urgently admitted patients were excluded due to the different clinical path they followed.
Consistently with the desire to analyze patient flow from the patient's perspective, the unit of analysis was
the hospital patient journey starting from the first outpatient visit until the first follow-up visit.
The Orthopedic Department undertakes 1500 admissions per year in standard procedure (day surgery
excluded) of which about 700 are for hip or knee replacement. It consists of two units located in two different
multidisciplinary wards of the hospital, with a total of 22 beds. The management of hospital beds is
centralized and entrusted to a team of nurses who, through administrative staff, operate patient calls,
hospitalization and assignment of beds according to the complexity of care and bed availability in each ward.
Patients undergo a prehospitalization process about 2 months before admission, where the clinical
examinations necessary for surgery are performed. They may be admitted on the day of the surgery or on
the previous day according to the clinical examinations to be completed or re-evaluated. Patients receive
surgery in two different surgery blocks according to the overall surgery plan for the hospital. The surgery
blocks are located on two different floors of the Hospital with a total of 10 operating theaters. The average
stay is 4 days in the absence of complications, and then the patient is transferred to rehabilitation. The
Hospital includes a 20-bed rehabilitation located in a separate building where patients are transferred based
on bed availability.
Participants
Between September 2016 and April 2017 a convenience sample of 22 key health professionals were
selected by the first and the third author. The selection criteria were: hospital employees willing to
participate in and contribute to the project; able to give informed consent for participation in the study; able
to communicate in Italian; and having at least two years’ experience in the hospital. The corresponding
author informed the professionals of the study via e-mail and invited participation. No employee refused the
invitation.
Frontline professionals were selected among those employees who directly interact with patients during
a total hip or knee replacement surgery. Middle management professionals were selected following the
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definition offered by Belasen & Belasen (2016), as those managers who “convert strategic goals into
actionable improvement plans at the department or work unit level, engage employees in safety and quality
assurance efforts (…), and identify processes for continuous improvement”. Accordingly, 3 physicians, 5
nurses, 3 admissions officers, 2 patient transporters, 4 head nurses and 2 nurse bed managers were asked to
participate. In addition, a member of the Medical Management Team, the Hospital Managing Director and
the Hospital Clinical Director were included.
Data collection
Professionals participated in face-to-face open interviews lasting 30–45 min. At the time of the initial call,
participants were informed of the aims of the study and the conditions of participation, and given guarantees
of confidentiality. They each signed a consent form. The interviews took place in identified and isolated
hospital rooms where the interviewees could break away from ordinary hospital clinical activity. The first and
third author led the interviews, with a trained nursing student present to note any events that occurred
during the interview. The authors had a nursing background and knew the professionals because they worked
in the same hospital with managerial functions. The authors did not play roles in delivery of care. Their
interests in the research topic were motivated by the desire to conduct the research project and to improve
the hospital patient flow within the organization. Any possibility of coercion was minimized by guaranteeing
data anonymity and by requesting voluntary participation in the study.
The interviews were semi-structured in nature and were prepared by the whole research group, which
drew up a few main open questions in order to leave the interviewees free to narrate their experience, and
to facilitate broad answers. Questions aimed to gain an understanding of the main steps and gaps in the
orthopedic patients flow from the patient perspective, and to identify which improvements each participant
could suggest. Data saturation was achieved by considering the degree to which new data repeat what was
expressed in previous data.
All data were treated as confidential. Physical data was stored under lock and key at the hospital and
digital data was password-protected and stored in professionally maintained servers.
Research ethics approvals were obtained from the Hospital Ethics Committee and written informed
consent from all participants was obtained and stored.
Data Analysis
Interview findings were analyzed by the first author using a thematic framework analytical approach
(Pope et al., 2000; Gale et al., 2013) in which the framework was given a priori with reference to the work of
Dagger and Gustavsson on quality dimensions of health services (Dagger et al., 2007; Gustavsson et al., 2016).
This approach was chosen as the project had specific issues to explore, but also aimed to leave space to
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discover any unexpected issues of the participants’ experience or the way they assigned meaning to
phenomena (Gale et al., 2013).
The interviews were audio-recorded and transcribed verbatim by a trained nursing student. After
familiarization by reading the transcripts by the first author, data were coded and transferred to an Excel
spreadsheet database to systematize them and for the subsequent analysis. During the analysis process, data
were coded in Italian and then abstracted and summarized. In particular, the units of meaning (what was
said) were reflected in units of significance (what the texts were talking about) from which the key themes
emerged (Table I). Each theme relating to the quality of the service and to possible improvements was
subsequently classified in the quality dimensions defined by Gustavsson et al. (2016) (Tables I-II).
Insert Table I about here.
Insert Table II about here.
Once all the data had been coded using this analytical framework, the data was summarized in a matrix
for each theme using Microsoft Excel. Improvements identified by professionals were classified based on
their applicability at unit, departmental and organizational level.
The main quotations reported in this work were selected depending on how illustrative the quotation was
in relation to the theme.
Results
Between September 2016 and April 2017, 22 professionals were invited to participate and all agreed.
Professionals ranged in age from 29–61 years with an average age of 38.2 years and average work experience
of 10.3 years. The main characteristics of each participant are reported in the Table III.
Insert Table III about here.
Detecting quality gaps in a cross-functional process
By asking professionals to take the patient's perspective over and above the provider's perspective, it is
possible to map the entire journey as experienced by the patient. In the patient journey under study, seven
main phases are identified (Figure 1). The whole process is composed of more than thirty-five consecutive
and closely interconnected steps, and the correct execution of each step affects both the patient journey and
the daily work of each service.
Insert Figure 1 about here.
Frontline professionals accurately describe the steps in which they come into contact with the patient or
for which they are responsible; they describe the main phases of the whole process; but their reporting on
all the steps that the patient has to traverse is only partial. In some cases they are able to report steps
antecedent to or immediately after the segment of the process in which they are involved (Table IV). For
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example, physicians focus on the steps needed for the patient's arrival in the operating theater, but they do
not mention the patient telephone call at home for admission by the administrative office, or the transfer
from the admission office to the inpatient unit on the day of admission. Similarly, nurses clearly describe all
the steps related to admission and stay in the ward, but they do not report on when the patient is called for
admission, what happens when the patient enters the hospital or what happens when he or she is transferred
to the Rehabilitation Unit.
Insert Table IV about here.
The interviewees described different gaps occurring in the course of the whole process and involving
almost all the quality dimensions. Most of them refer to administrative quality and technical quality.
Among the elements that make up administrative quality, gaps are pointed out in the operations and in
the timeline. The lack of clear indications to the patient on where to go after administrative admission, the
delay in transporting patients to the operating theater, the cancellation of surgery due to accumulation of
delays in the management of the operating theater, impact both the work of the professionals and the quality
of the service offered to the patient. For example, the time of the patient's entry into the hospital is critical
both for the patient and for the operating theater. From one side, the patient experiences anxiety about the
surgery and seems not to understand what to do. From the other, those working in the operating theater
would like to have patients always immediately ready for surgery to avoid delays in operating schedules.
"It often happens that patients do not know where they are, what they can or cannot touch, who they can
ask for help: ‘Who is he?’ ‘Isn’t he?’, ‘Who is that other person going around?’, (…). Beyond that, there is the
great fear that the patient faces ... about the surgery. So they begin to ask to you, as soon as they arrive
‘When will I have the operation?’, ‘So what will happen to me?’, ‘When I get home I'll need help. Will I have
to rely on my family or will you offer me assistance?’” (Nurse 1).
Middle management professionals mainly emphasize gaps in timeliness resulting in waits without added
value for the patient. For example, the admission of patients when no bed is yet available in the ward, or
delays in operating theater management, result in unnecessary waiting for the patient.
"The difficulty is that in the morning the elderly, if they arrive early at seven, in short, this ... wait outside
the ward, to prepare the bed, which physically is never free, so leaving them out of the ward is a bit
unpleasant" (Head Nurse 3).
Even from the point of view of an orthopedist, the management of the operating theater may significantly
impact on the quality perceived by the patient.
"Ten minutes there, ten minutes there, ten minutes there, and then you get to half past six in the evening
and the operating theater management staff says: ‘We can't perform another surgery’. The patient feels this,
because he has been fasting from midnight to half past six in the evening, ... with the anxiety of having the
operation and then you tell him at half past six that ... you can't have the surgery!" (Orthopedist 2).
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Similarly, a head nurse reports the consequences of delays in transporting patients to radiology.
"The day after surgery, you suspend the pain therapy, the infusion therapy or any other therapy for these
patients and they go down with the bed for the X-Ray (...). The patient is taken down, waits down there. It's
cold, or it's hot, with the bed exposed, stuck in the corridor. I have never followed the path myself, but I can
imagine it because I know radiology. Then while the radiology department calls you back, maybe the patient
waits twenty minutes. So between the time of being called to go down and getting back, an hour and a half
passes. In this way the patient suffers everything" (Head Nurse 1).
Professionals detect important areas for improvement in relation to technical quality. In particular, almost
all frontline professionals report a lack of patient information and education. This is more evident when
patients are admitted to the hospital: they arrive in the ward and do not seem aware of what they will need
for the surgery and what will happen during the whole hospitalization period.
"For some elderly patients, and patients who have to have a prosthesis are elderly, maybe sometimes there
is a bit of confusion (...). At the time of the prehospitalization visit the patient is told, 'Look, then, you will have
to come to the transfusion center' (...); but at the time of admission it often happens that they tell us ‘I should
come and do this thing, but when, and why?' (Admissions Officer 1).
"Out of ten who are admitted, six don't even know what the compression or surgical stockings are, or the
need for transfer to rehab after their hospitalization. You go and open their bags and they have flip-flops,
slippers, pants, jeans – that, in short, for us then after the transfer becomes really complicated" (Nurse 3).
Middle managers mainly focus on everything related to taking care of the patient and his or her family
members if nurses are not available to welcome patients when they enter the ward; lack of supervision when
the patient is waiting in radiology to perform post-operative radiography; difficulties in communication
between operating theater and ward which prevents them from responding to family members asking about
patients’ condition.
"The relatives are worried, because the patient doesn’t return, because they are not clear about what steps
take place from the beginning of anesthesia, to reawakening. We are called only when the patient has finished
the surgery and we have to go and bring him back from the operating theater; therefore also there is little
communication with the operating theater, to tell you "Look, everything is ok". Often relatives ask us: “But
can you call them?” ... but physically we can't, and in any case ... colleagues don't give you much explanation"
(Head Nurse 3).
One of the steps most frequently perceived as critical is that of the prehospitalization procedure.
Orthopedists frequently mentioned a lack of coordination of the service as well as the need to make an
overall assessment of the patient.
"It shouldn't be this way, but in fact, I recognize that maybe we have little global vision of the patient, our
vision is very specialized; so, sometimes, it turns out more difficult to go and evaluate something on the first
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visit; when we see that there is serious arthrosis of a knee ... maybe we are unable to see that the patient has
a chronic obstructive pulmonary disease " (Orthopedist 2).
A member of the Medical Management Team reports how patients risk being treated like cogs in a
machine, because there is no time to explain to them what they would need to know.
"Actually, the indications you receive when you are told about the need of surgery and all the subsequent
steps are like a machine gear, as a patient you are told: ‘You have to do this’, rather than explaining the whole
path the patient will have to follow. And therefore it is like saying: ‘Yes I will have surgery to put in a knee
prosthesis, and that's it". You come, you perform the prehospitalization, you are left to yourself; after that
you are called for hospital admission; you are admitted; and you feel abandoned, all the same" (Medical
Management Team member).
This issue is also reported by one of the Hospital Directors, because of the impact both on costs and on
the patient.
Another director highlights how the study of the prehospitalization path should consider that the patient
has difficulty in mobilizing.
"Certainly, it is not optimal for patients with osteoarticular pathologies to move a lot inside the hospital
during the prehospitalization process (...). Generally, patients who come for a hip or knee replacement, their
hip or knee is painful, they have to have an operation because they are desperate, it hurts so badly that they
no longer walk; the less they move, the happier they are. It is true that we have escalators, a lift, a wheelchair,
etc., but people do not always take advantage of it" (Hospital Clinical Director).
With regard to the quality of the hospital surroundings, professionals also detect some gaps that affect
the quality perceived by patients. Directions within the hospital, and the mixture of in-patients and
outpatients in the radiology waiting room, are issues captured by frontline professionals.
"Orienting yourself, for those unfamiliar with the hospital, is quite complicated. For us who live here every
day it is easy. But I admit that by putting ourselves in the patients' shoes, we can understand that they are
already scared, the doors are opened and a world opens up” (Admissions Officer 3).
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Micro and macro-system solutions for improvement
Despite their different roles, the solutions proposed by health professionals converge in a patient-
oriented focus. Table V shows solutions proposed at the unit, department and hospital level regardless of
the position that professionals have within the organization. However, each professional attributes a
different reason to the need for possible solutions with reference to what they see of the patients.
Insert Table V about here.
For example, regarding administrative quality, the Hospital Managing Director explains how important it
is to explain the reasons for waiting under any circumstances, given that in managing a complex process it is
difficult to avoid delays. “When dealing with an emotional component, time and communication are certainly
two essential factors; so I can also make patients wait; however, I do it by explaining to them why they have
to wait, because of programming times, waiting lists, emergencies; and also by putting things in a positive
way" (Hospital Managing Director).
All of the professionals suggest ways to improve operational efficiency in order to affect the quality
perceived by the patient. Frontline professionals report the need to improve management at the hospital
level of everything that takes place before admission, such as the outpatient booking or the waiting list
management. An admissions officer points out how receiving multiple telephone calls from different staff
members before admission, may confuse the patient.
The use of an IT communication system for managing patient transport is also identified as a way of
reducing patient waiting times. Other solutions proposed to improve administrative quality have to be
implemented at departmental level. Some of these are planning hospitalization according to the time of
surgery, and spacing out the entry of incoming patients to decrease patient waiting; scheduling the elderly
patients first, to ensure that their post-operative hours are during the day and reduce the risk of patient
deterioration during the night; taking an X-ray in the operating room immediately after surgery and thus
avoiding unnecessary transfer of the patient from the ward to the radiology department the next day.
In accordance with the gaps identified, many solutions are also offered to improve patient information
and education, in the category of technical quality improvement. However, awareness that the patient
experiences anxiety on the day of the surgery, leads professionals to ask themselves what is the best moment
to inform and educate the patient successfully. The nurses suggest educating the patient during the first
outpatient visit, possibly with a dedicated nurse, and sending the patient written information material. An
orthopedist proposes the use of audiovisuals and a meeting with the physiotherapist before admission.
All these interventions can be carried out mainly at a department level and by involving different hospital
services. However, some small but significant interventions at the level of the operating unit can improve the
patient experience. For example, a nurse emphasizes how a simple reading of the therapy by the doctor
together with the patient, can help the patient understand better what he or she will have to do after
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discharge. A head nurse emphasizes how at the time of admission a better explanation of the physical path
the patient has to follow within the hospital, may help to reduce the patient's anxiety.
No action was suggested by professionals to improve environmental and involvement quality.
Discussion
In this qualitative study, front line, middle management and top management professionals were involved
in a wide-ranging project to study possible improvements to the hospital patient flow of orthopedic patients
undergoing total hip or knee replacement surgery. The patient journey is a useful perspective from which to
learn about the patient experience, since it consists of all the interactions the patient has with the provider
across the continuum of care (Wolf et al., 2014). However, when interviewing each professional from this
perspective, a lack of knowledge of the whole process as experienced by the patient is observed. This
confirms how the professionals focus on the piece of the process they are responsible for, rarely considering
the other hospital services that patients have to go through (Ben-Tovim et al., 2008). The inclusion of
multidisciplinary, cross-continuum perspectives facilitated an understanding of the whole process and
identified major challenges in improving a cross-hospital process.
Traditionally, processes that can be physically and/or temporally separated from the customer (back-
office) are distinct from the processes that are performed when the customer is present (front-office).
However, the way in which the work is performed in the back office significantly affects the quality of the
service perceived by the patient in the front-office (Broekhuis et al., 2009). In the patient journey studied in
this study, many gaps, both in administrative quality and in technical quality, occur in components of the
process that are invisible to the patient (i.e. the organization of the patient's stay, the preparation of the
operating theater, the assignment of the bed) and under the eyes of those who work in the field. These gaps
result in a lower quality perceived by the patient that can only partially be covered by the relationship
between patient and professionals. By involving professionals with different backgrounds it is possible to
understand what happens behind the scenes of a complex process and to identify gaps in the patient’s
journey under the lens of the distinctive characteristic of each professional’s role. In this way it is possible to
identify, for example, that important waiting times are not only those that the patient experiences between
prehospitalization and hospitalization, but also when entering the ward or after performing radiology.
Multidisciplinary does not necessarily mean conflicting solutions. For example, the need to better
educate and inform the patient before surgery is one of the main issues raised by the professionals. However,
each professional enriches the reason for the need of improvement by highlighting how this impacts on the
patient from his or her own professional perspective. In this way, admissions officers highlight the benefit to
the patient in receiving less fragmented information; nurses aim to reduce the patient's lack of awareness of
what will happen during hospitalization; while physicians are more focused on getting the patient the right
clinical information during prehospitalization. Furthermore, converging solutions have emerged to reduce
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waiting times and to improve operational efficiency for the benefit of the patient. These results show how
when dealing with a hospital-wide process, the involvement of all professionals, including non-health
professionals, can reveal priority areas for improvement through integration between different actors and
services. Consequently, hospital managers should consider that pieces of knowledge supplied by different
professionals would be an added value not only for care improvement, but also for the redesign of the service
delivery. In particular, this approach could help them to plan interventions at department and hospital levels
and to design patient-centred operational processes.
Since the barriers to effective patient flow occur mainly at the point of delivery, middle management
professionals stand at a focal point of observation of the patient's journey. Previous studies have shown
middle managers’ role in mediating between strategy and day-to-day activities. However, their role in quality
improvement project implementation has not yet been described (Zjadewicz et al., 2016; Olsson et al., 2017).
In this study, quality gaps and connected improvement proposals by those identified as middle managers,
are focused on attaining improvements so that the final service results in better value for the patient. In
particular, this study shows how those with a nursing background (i.e. head nurses and nurse bed managers)
are able to match both patients’ and providers’ needs in order not to delay patient care and treatment. Their
vision of the level of services integration and their simultaneous high awareness of the patient’s needs
highlights their role in improving both the quality and the efficiency of hospital care (Needleman & Hassmiller
2009). Considering the involvement of the nursing role at different levels of the organization, further studies
should investigate how having a nursing background can contribute to redesigning processes in accordance
with a patient-centred perspective.
Hospital patient flow is a sensitive instrument for evaluating a hospital’s performance. In this study top
managers know the main steps involved, and the consequences of poor management of this process. Top
management professionals are able to detect gaps and suggest solutions that benefit both the patient and
the organization. However, the global vision of a processes that contain multiple steps and involves different
actors can make people lose sight of how, in practice, to integrate different professionals into the daily
process.
This study focused on the professional viewpoint and the connections between services, and some areas
of the patient journey may therefore remain in shadow. In fact, when considering the patient flow process,
the patient is the only actor who goes through all the steps and, therefore, is able to capture what happens
between one service and another. Further studies should evaluate whether patient involvement may
overcome the high level of fragmentation that characterizes the healthcare system.
This study was designed to inform ongoing local quality improvement in the hospital setting. This could
limit the generalizability of findings. However, few qualitative studies explore professionals’ perspectives on
patient needs in hospital flow management. Additional research should look more deeply at how different
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professionals could proactively help in quality improvement by focusing on how achieve better value for
patients in different settings and situations.
Conclusions
Providing high quality, efficient health care cannot be accomplished without taking into account the
perspective of healthcare professionals on the process of service delivery. The results of this study show that
when dealing with a cross-hospital process, redesign efforts focused on a single professional group might not
detect important areas for improvement.
The study provides useful insights for healthcare practitioners caring for patients in hospital and for those
responsible for planning and designing the hospital patient journey. In value based health care, involving
professionals and using their time for improvement processes can be cost effective, and, still more
importantly, can raise the value of the service received by patients. Convergent solutions can emerge from
different perspectives which can help to integrate the different services at the various levels of the
organization around patients’ needs.
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Table I. Illustration of structural analysis
Units of meaning
What was said
Units of significance
What the text was
talking about
Service quality
dimensions
Head Nurse: "The difficulty is that in the morning the elderly,
if they arrive early at seven, in short, this ... wait outside the
ward, to prepare the bed, which physically is never free, so
leaving them out of the ward is a bit unpleasant" (HD3;
Record 266)
Waiting for an
available bed
Administrative
Quality -
Timeliness
Table II. Service quality dimensions adapted from Dagger et al. (2007) and Gustavsson et al. (2016)
Interpersonal
Quality
Technical
Quality
Environment
Quality
Administrative
Quality
Family
Quality
Involvement
Quality
Interaction
Outcome
Atmosphere
Timeliness
Closeness
Participation
Relationship
Expertise
Tangibles
Operation
Normality
Responsibility
Support
Capability
Table III. Main characteristics of professionals included in the study
Frontline Staff
Code
Sex
Position
Time from
recruitment,
years
Orthopedist 1
Male
Orthopedist Specialist
20
Orthopedist 2
Male
Orthopedist Specialist
5
Orthopedist 3
Male
Orthopedist Resident
3
Nurse 1
Female
Ward Nurse
4
Nurse 2
Female
Ward Nurse
4
Nurse 3
Female
Ward Nurse
7
Nurse 4
Female
Ward Nurse
16
Nurse 5
Female
Ward Nurse
5
Admissions Officer 1
Female
Admissions Officer
3
Admissions Officer 2
Male
Admissions Officer
3
Admissions Officer 3
Male
Admissions Officer
10
Patient Transporter 1
Male
Patient Transporter
12
Patient Transporter 2
Male
Patient Transporter
12
Middle Managers
Head Nurse 1
Female
Head Nurse Ward
20
Head Nurse 2
Female
Head Nurse Operating Theater
15
Head Nurse 3
Female
Head Nurse Ward
15
Head Nurse 4
Female
Head Nurse Rehabilitation
17
Nurse Bed Manager 1
Female
Nurse Bed Manager
9
Nurse Bed Manager 2
Female
Nurse Bed Manager
11
Medical Management
Team
Female
Member of Medical Management
Team
5
Top Managers
Managing Director
Male
Managing Director
9
Clinical Director
Female
Clinical Director
20
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Table IV. Steps of the patient journey identified by the professionals
Front line
Staff
Middle
Managers
Top
Managers
Patient Journeys’ main steps
Orthopedist
Nurse
Administrative Staff
Patient Transport Service
Head Nurse
Nurse Bed Manager
Member of
Medical Management Team
Managing Director
Clinical Director
Outpatient visit
Booking of the outpatient visit
Arrival at the hospital and administrative processing
Outpatient visit
Examination at outpatient clinic
Call for pre-admission clinic
Arrival at the hospital and waiting for procedures
Assistance procedures
Exit from the Hospital
Hospitalization and surgery
Waiting for inpatient admission
Call for inpatient admission notice and confirmation
Call for an informational meeting and evaluation of the therapy
Execution procedure for blood request
Informational meeting (when possible)
Arrival at the hospital and waiting for admission
Administrative admission
Moving to the ward
Waiting in front the Ward entrance
Entry into the Ward
Arrival at the inpatient room
Waiting in the inpatient room
Assistance procedures
Transfer to the Operating Theatre
Waiting in the Transfer bay
Assistance procedures
Entry into the Operating Theatre
Transfer to the induction room
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Surgery (unconscious patient)
Transfer to the post anaesthetic care unit (partially conscious
patient)
Post-surgical care
Transfer and entry to the Ward
Assistance procedures
Transfer and waiting for radiography
Radiography
Discharge
Assistance procedures
Transfer to the Rehabilitation Units
Rehabilitation stay
Assistance procedures
Follow-up visit
Arrival at the hospital and administrative processing
Outpatient visit
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Table V. Summary of main improvement solutions suggested by participants
Frontline
Middle Management
Top Management
Administrative Quality
Unit
Explain the reason for the wait in a positive
way to the patient (Managing Director)
Department
Post-surgery checking X-ray done in the operating room immediately after
surgery (Nurse 1)
Planning the time of hospital admission according to the time of surgery
(Nurse Bed Manager 2)
Post-surgery checking X-ray done in the operating room immediately
after surgery (Head Nurse 1)
Hospital
Improve outpatient management (Orthopedist 3)
Reorganization of waiting list (Orthopedist 2)
Improve management of prehospitalization procedures (Admissions Officer 1)
Reorganization of outpatient waiting lists for external and internal patients
(Patient Transporter 1)
Reorganization of outpatient booking reservations (Orthopedist 3)
IT communication system for patient transport management (Orthopedist 3)
Have a dedicated gathering space for incoming patients scheduled for
surgery (Head Nurse 3)
IT communication system for patient transport management (Head
Nurse 1)
Centralize the management of the patient's
journey (Managing Director)
Technical Quality
Unit
Improve time spent with patient by physician at the time of discharge: read
therapy together (Nurse 5)
Give emotional support to the patient (Head Nurse 2)
Inform patient on direct entry to operating theater the day of admission
(Head Nurse 2)
Department
Meeting for patient information and education before admission (during
outpatient visit, by a nurse, with written material or audiovisuals, with
physiotherapist) (Nurse 1, 2, 3, 4, 5; Orthopedist 2)
Decrease telephone calls to patient before admission (Admissions Officer 2)
Patient information and education before admission (Head Nurse 1,3,4)
Accompanying the patient from the reception service to the
department (Nurse Bed Manager 2)
Schedule elderly patients first (Head Nurse 3)
Evaluation of the impact on the quality of life at home after discharge
(Head Nurse 4)
Clear reference telephone contact for the patient's needs after
discharge (Head Nurse 3)
Meeting for patient information and
education before admission (with
anesthesiologist and orthopedist and other
patients) (Clinical Director)
Understanding if the patient needs a second
opinion (Managing Director)
Hospital
Collect data on the welcoming aspect of the
hospital and of each professional (Managing
Director)
Family Quality
Unit
Distribution of the ward visiting hours between morning and afternoon
(Head Nurse 1)
Interpersonal Quality
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Unit
Face contact with the surgeon in the operating theater before surgery
(Head Nurse 2)
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Hospitalisation
Surgery
Admission�on�
the
day�or�the�day
before��surgery
Post-surgical�
care
Days�after
surgery
Discharge
3-4� days�
after
surgery
Rehab.
3�weeks
First�follow
-up�visit
4�(TKA)
6�(THA)
weeks
Examination
outpatient�
clinic
6�weeks�before
surgery
Outpatient�visit
Figure�1�Flow�of�patients’�pathway�in�total�hip�arthroplasty�(THA)/total�knee�arthroplasty�
(TKA)�programme�and�scheduled�timing�of�the�study
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Consolidated criteria for reporting qualitative studies (COREQ):
32-item checklist
Developed from:
Tong A, Sainsbury P, Craig J. Consolidated criteria for reporting qualitative research (COREQ): a
32-item checklist for interviews and focus groups. International Journal for Quality in Health Care.
2007. Volume 19, Number 6: pp. 349 – 357
No. Item
Guide questions/description
Reported on
Page #
Domain 1: Research team
and reflexivity
Personal Characteristics
1. Inter viewer/facilitator
Which author/s conducted the inter view or
focus group?
Methods – Data
Collection, p. 7
2. Credentials
What were the researcher’s credentials?
E.g. PhD, MD
Methods – Data
Collection, p. 7
3. Occupation
What was their occupation at the time of
the study?
Methods – Data
Collection, p. 7
4. Gender
Was the researcher male or female?
Methods – Data
Collection, p. 7
Title Page
5. Experience and training
What experience or training did the
researcher have?
Methods – Data
Collection, p. 7;
Title Page
Relationship with
participants
6. Relationship established
Was a relationship established prior to
study commencement?
Methods – Data
Collection, p. 7
7. Participant knowledge of
the interviewer
What did the participants know about the
researcher? e.g. personal goals, reasons
for doing the research
Methods – Data
Collection, p. 7
8. Interviewer
characteristics
What characteristics were reported about
the inter viewer/facilitator? e.g. Bias,
assumptions, reasons and interests in the
research topic
Methods – Data
Collection, p. 7
Domain 2: study design
Theoretical framework
9. Methodological
orientation and Theory
What methodological orientation was
stated to underpin the study? e.g.
grounded theory, discourse analysis,
ethnography, phenomenology, content
analysis
Methods – Design
and Setting, p. 6
Participant selection
10. Sampling
How were participants selected? e.g.
purposive, convenience, consecutive,
snowball
Methods –
Participants, p. 6-7
11. Method of approach
How were participants approached? e.g.
face-to-face, telephone, mail, email
Methods –
Participants, p. 6-7
12. Sample size
How many participants were in the study?
Results, p. 9
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13. Non-participation
How many people refused to participate or
dropped out? Reasons?
Methods –
Participants, p. 6-7
Setting
14. Setting of data
collection
Where was the data collected? e.g. home,
clinic, workplace
Methods – Design
and Setting, p. 6
15. Presence of non-
participants
Was anyone else present besides the
participants and researchers?
Methods – Data
collection, p. 7
16. Description of sample
What are the important characteristics of
the sample? e.g. demographic data, date
Results, p. 10
Table 3
Data collection
17. Interview guide
Were questions, prompts, guides provided
by the authors? Was it pilot tested?
Methods – Data
collection, p. 7
18. Repeat interviews
Were repeat interviews carried out? If yes,
how many?
N/A
19. Audio/visual recording
Did the research use audio or visual
recording to collect the data?
Methods – Data
analysis, p. 8
20. Field notes
Were field notes made during and/or after
the inter view or focus group?
Methods – Data
collection, p. 7
21. Duration
What was the duration of the interviews or
focus group?
Methods – Data
collection, p. 7
22. Data saturation
Was data saturation discussed?
Methods – Data
collection, p.7
23. Transcripts returned
Were transcripts returned to participants
for comment and/or correction?
N/A
Domain 3: analysis and
findings
Data analysis
24. Number of data coders
How many data coders coded the data?
Methods – Data
analysis, p. 8
25. Description of the
coding tree
Did authors provide a description of the
coding tree?
N/A
26. Derivation of themes
Were themes identified in advance or
derived from the data?
Methods – Data
analysis, p. 8
27. Software
What software, if applicable, was used to
manage the data?
Methods – Data
analysis, p. 8
28. Participant checking
Did participants provide feedback on the
findings?
N/A
Reporting
29. Quotations presented
Were participant quotations presented to
illustrate the themes/findings? Was each
quotation identified? e.g. participant
number
Results
30. Data and findings
consistent
Was there consistency between the data
presented and the findings?
Results
31. Clarity of major themes
Were major themes clearly presented in
the findings?
Results
32. Clarity of minor themes
Is there a description of diverse cases or
discussion of minor themes?
Results
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Purpose Senior executives in healthcare organizations increasingly display preference for a closer handling of operational levels, bypassing middle managers, and de-emphasizing the need to cultivate the next cadre of leaders, creating the potential for leadership and performance gaps. The authors argue that middle managers are a vital resource for healthcare organizations and review the benefits for including them in leadership development and succession planning programs. The paper aims to discuss these issues. Design/methodology/approach Current theories and common practices in addition to data collected from government sources (e.g. BLS), business and industry surveys and reports (e.g. Moody’s, Witt/Kieffer, Deloitte, American Hospital Association) are used to classify the roles, skills, and strategic value of middle managers in healthcare organizations. Findings The combination of a greater executive span with less hierarchical depth creates a dual effect of devaluing middle management, and a decrease in middle managers’ autonomy. Healthcare middle managers who stay away or lay low further trigger perceptions of low expectations leading to low morale and high levels of stress. Others become hypereffective or develop exit strategies. Major problems are: rising turnover costs; and insufficient attention to succession planning, internal promotion, and leadership development. Practical implications The outcomes of this study are useful for management development, particularly at times of change. Practitioners and researchers can have a better understanding of the value of middle managers and their development needs as well as the factors and dynamics that can influence their motivation and affect retention. Originality/value Understanding and implementing the ideas developed in this paper by healthcare organizations and other companies can lead to a drastic change in the current perceptions of the importance of middle managers and should lead to long-term retention, well-being, and extrinsic benefits for both the company and its employees.
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Background: Extended hospital stays and complications are common among older adults and may lead to morbidity and loss of independence. Specialized geriatric units have been shown to improve outcomes but, with the growing numbers of older adults, may be difficult to scale to meet needs. Purpose: The purpose was to evaluate a quality improvement initiative that redesigned unit-based workflow and trained interprofessional teams on general medical/surgical units to create care plans for vulnerable older adults using principles of comprehensive geriatric assessment and team management. Method: The evaluation included a cluster randomized controlled trial of 10 medical/surgical units and intention-to-treat analysis of all patients meeting risk screening criteria. Results: N = 1,384, median age = 80.9 years, and 53.5% female. Mean difference in observed vs. expected length of stay was 1.03 days shorter (p = .006); incidence of complications (odds ratio [OR] = 0.45; 95% confidence interval [CI] = 0.21-0.98) and transfer to intensive care (OR = 0.45; 95% CI = 0.25-0.79) lower among patients admitted to intervention units; incidence of discharge to institutional care was higher (OR = 1.43; 95% CI = 1.06-1.93). Mortality during hospitalization (OR = 0.64; 95% CI = 0.37-1.11) did not differ between groups. Conclusion: Reorganizing general medical/surgical units to provide team-based interprofessional care can improve outcomes among hospitalized older adults.
Purpose In hospitals, several patient flows compete for access to shared resources. Failure to manage these flows result in one or more disruptions within a hospital system. To ensure continuous care delivery, solving flow problems must not be limited to one unit, but should be extended to other departments - a prerequisite for solving flow problems in the entire hospital. Since most current studies focus solely on overcrowding in emergency units, additional insights are needed on system-wide patient flow management. Our study looks at the information available in system-wide patient flow management studies, which were also systematically evaluated to demonstrate which interventions improve inpatient flow. Design/methodology/approach We searched PubMed and Web of Science (Core Collection) literature databases and collected full-text articles using two selection and classification stages. Stage 1 was used to screen articles relating to patient flow management for inpatient settings with typical characteristics. Stage 2 was used to classify the articles selected in Stage 1 according to the interventions and their impact on patient flow within a hospital system. Findings In Stage 1, 107 studies were selected. Although a growing trend was observed, there were fewer studies on patient flow management in inpatient than studies in emergency settings. In Stage 2, 61 intervention studies were classified. We found most interventions were about creating and adding supply resources. Since many hospital managers these days cannot easily add capacity owing to cost and resource constraints, using existing capacity efficiently is important - unfortunately not addressed in many studies. Furthermore, arrival variability was the factor most frequently mentioned as affecting flow. Of all interventions addressed in this review, the most prominent for advancing patient access to inpatient units was employing a specialized individual or team to maintain patient flow and bed placement across hospital units. Originality/value Our study provides the first patient flow management systematic overview within an inpatient setting context.
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Objective: The aim of this study is to evaluate the effect of 2 hospital-wide interventions on achieving a discharge-before-noon rate of 40%. Background: A multidisciplinary team led by administrative and physician leadership developed a plan to diminish capacity constraints by minimizing late afternoon hospital discharges using 2 patient flow management techniques. Methods: The study was a preintervention/postintervention retrospective analysis observing all inpatients discharged across 19 inpatient units in a 484-bed, academic teaching hospital measuring calendar month discharge-before-noon percentage, patient satisfaction, and readmission rates. Patient satisfaction and readmission rates were used as baseline metrics. Results: The discharge-before-noon percentage increased from 14% in the 11-month preintervention period to an average of 24% over the 11-month postintervention period, whereas patient satisfaction scores and readmission rates remained stable. Conclusions: Implementation of the 2 interventions successfully increased the percentage of discharges before noon yet did not achieve the goal of 40%. Patient satisfaction and readmission rates were not negatively impacted by the program.
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Background Middle managers within healthcare hold a unique position between senior leadership and frontline staff, and may hold a pivotal function in the implementation of quality improvement (QI) projects. This review aims to explore what is known about healthcare middle managers’ role in implementing QI initiatives, and to determine if consensus around their role exists amongst middle managers and other healthcare stakeholders alike. MethodsA review of the current literature, limited to the English language was undertaken using the databases CINAHL (ESBSCO), PsychInfo, Cochrane, Medline (OVID) and Google Scholar. Of the 2473 articles the search yielded, data was extracted from 16 articles that met the authors’ inclusion criteria. ResultsThere is scarcity of empirical literature surrounding healthcare middle managers’ role in project implementation, and limited consensus in regards to role descriptors is identified. There is general agreement that middle managers have a role in mediating between strategy and day-to-day activities, acting as the primary supporter of frontline staff, and serving as a knowledge broker. However, disagreements about their role are apparent with discrepant perceptions held by the broader stakeholder group (physicians, frontline staff, and senior level leadership) and amongst middle managers themselves. ConclusionsA limited understanding exists around the specialized role of middle managers within this context, and could be a contributing barrier to QI project implementation. It is suggested that a lack of role clarity amongst middle managers is evident and may be attributed to various contexts and implementation strategies used in quality improvement (QI).
Background: Process improvement stresses the importance of engaging frontline staff in implementing new processes and methods. Yet questions remain on how to incorporate these activities into the workday of hospital staff or how to create and maintain its commitment. In a 15-month American Organization of Nurse Executives collaborative involv ing frontline medical/surgical staff from 67 hospitals, Transforming Care at the Bedside (TCAB) was evaluated to assess whether participating units successfully implemented recommended change processes, engaged staff, implemented innovations, and generated support from hospital leadership and staff. Methods: In a mixed-methods analysis, multiple data sources, including leader surveys, unit staff surveys, administrative data, time study data, and collaborative documents were used. Results: All units reported establishing unit-based teams, of which > 90% succeeded in conducting tests of change, with unit staff selecting topics and making decisions on adoption. Fifty-five percent of unit staff reported participating in unit meetings, and 64%, in tests of change. Unit managers reported substantial increase in staff support for the initiative. An average 36 tests of change were conducted per unit, with 46% of tested innovations sustained, and 20% spread to other units. Some 95% of managers and 97% of chief nursing officers believed that the program had made unit staff more likely to initiate change. Among staff, 83% would encourage adoption of the initiative. Conclusions: Given the strong positive assessment of TCAB, evidence of substantial engagement of staff in the work, and the high volume of innovations tested, implemented, and sustained, TCAB appears to be a productive model for organizing and implementing a program of frontline-led improvement.
Background: Early evidence suggests that multidisciplinary programs designed to expedite transfer from the emergency department (ED) may decrease boarding times. However, few models exist that provide effective ways to improve the ED- to-ICU transition process. In 2012 Christiana Care Health System (Newark, Delaware) created and implemented an interdepartmental program designed to expedite the transition of care from the ED to the medical ICU (MICU). Methods: This quasi-experimental study compared ED length of stay (LOS), MICU LOS, and overall hospital LOS before and after the MICU Alert Team (MAT) intervention program. The MAT consisted of a MICU nurse and physician assistant, with oversight by a MICU attending physician. The ED triggered the MAT after patients were stabilized and determined to require MICU admission. Following bedside face-to-face handoff, the MAT providers then assumed responsibly of a patient's care. If no MICU bed was available, the MAT cared for patients in the ED until they were transferred to the MICU. Results: ED LOS was reduced by 30% (2.6 hours) from baseline (p < .001). There were no significant differences in MICU LOS (p = .26), overall hospital LOS (p = .43), or mortality (p = .59). ED LOS was shortened (p < .001) at each increasing level of MICU bed availability (31% when 0 MICU beds available; 26% when 1 or more MICU beds available). Time series analysis identified a 1.5-hour drop in ED LOS (p = .02) for patients transferred from the MICU immediately following intervention implementation and was sustained over time. Conclusion: Early outcomes demonstrate that the MAT intervention can reduce ED LOS for critically ill patients. Additional studies should determine optimal approaches to improve clinical outcomes.