Scope of the Problem
- Institute of Medicine Report
- in 2000, the Institute of Medicine issued a major report that concluded that medical mistakes
result in 44,000 – 98,000 deaths/year and over 1,000,000 injuries/year
- report concluded that good people are working in bad systems that need to be made safer
- this report defined the type of medical errors that occur, and ultimately led to improving the
systems that allowed them to occur
- Types of Medical Errors
- Adverse Event
- injury caused by medical management rather than the underlying condition of the
patient
- prolongs hospitalization, produces a disability at discharge, or both
- classified as preventable or unpreventable
- Negligence
- care that falls below a recognized standard of care
- standard of care is considered to be care that a reasonable physician of similar
knowledge, training, and experience would use in similar circumstances
- Near Miss
- an error that does not result in patient harm
- analysis of near misses provides the opportunity to identify and remedy system
failures before the occurrence of harm
- Sentinel Event
- an unexpected event causing death or serious physical or psychological injury
- the injury involves loss of limb or function
- requires immediate investigation and response
- transfusion involving major blood group incompatibilities
- wrong-site, wrong-procedure, or wrong-patient surgery
- medication error or other treatment-related error resulting in death
- retained foreign body in a surgery patient
- Human Errors Resulting in Medical Errors
- science of safety is based on the premise that everyone makes mistakes
- specific processes can be implemented that prevent mistakes or minimize their adverse impact
- Action-Based Errors
- skill-based errors (e.g. sticking the carotid artery instead of the internal jugular vein)
- very common, but are usually identified and easily corrected
- Prevention
- implementing known safety precautions such as using ultrasound for central line
placement
- standardizing techniques so that deviation from the expected result is more easily
recognized
- building redundancy into systems, such as use of both ultrasound and waveform
transduction for central line placement
- practice through simulation training
- Decision-Based Errors
- due to faulty knowledge or poor judgement
- more insidious and difficult to identify than action-based errors
- cognitive biases may lead to incorrect diagnoses and/or choice of treatment
- prevention involves strategies to improve awareness and insight into cognitive biases and
increase consideration of alternative possibilities
- Prevention
- use of cognitive aids to decrease reliance on memory through mnemonics, algorithms,
computerized decision support
- simulation training to develop strategies for specific clinical scenarios
- implementation of evidence-based clinical practice guidelines
- Communication-Based Errors
- occur commonly in the OR
- leading root cause of serious adverse events that result in patient harm
- Creating a Culture of Safety
- Communication
- communication breakdown is one of the top three root causes of sentinel events
- traditional surgical culture is hierarchical and intimidating, which can discourage OR
personnel from expressing safety concerns
- Teamwork
- there is a strong correlation between better teamwork and improved safety
- surgeons need to encourage OR personnel to voice any concerns that they may have
Risk Reduction Strategies
- Preoperative Briefings
- facilitate transfer of information between team members
- allow unfamiliar personnel to introduce themselves and to make sure that they understand their role
- allow personnel to discuss potential problems before the case starts
- ensure that all necessary equipment is available and operational
- verify blood product availability, if necessary
- ensure that evidence-based measures such as appropriate preoperative antibiotics and DVT prophylaxis
are used
- confirm the correct patient/procedure (TIME OUT)
- Minimizing Distractions in the OR
- distractions and flow disruptions cause technical errors and communication errors
- common distractions include conversations, door openings, alarms, pages and cell phone rings
- techniques to minimize distractions include limiting interruptions to the surgeon to only those that
are critical, turning all phones to vibrate mode, silencing noncritical alarms, limiting
conversations
- Postoperative Debriefings
- improve safety by discussing any errors or critical incidents that occurred during the case
- should be used as learning opportunities rather than cause for punishment
- sponge and instrument counts should be verified
- correct labeling of the pathology specimen should be confirmed
- Sign Outs
- poor sign outs to covering surgeons can result in omission of important information
- all physician to physician sign outs should begin with the statement, “In this patient,
I am most concerned about…”.
- effective sign outs should include written communication, as well as verbal communication
Specific Operating Room Hazards
- Positioning Injury
- examples include peripheral nerve injuries from compression or overstretching, pressure ulcers,
corneal abrasions
- all pressure points must be padded: heel protectors, ulnar nerve protectors
- axillary roll for patients in the lateral decubitus position
- particular care must be taken for patients in stirrups for the lithotomy position – the peroneal
nerve must be protected
- Fire and Electrical Injury
- fires require an ignition source (electrocautery or lasers) and an oxidizer (oxygen concentration
greater than room air, nitrous oxide)
- avoid pooling of alcohol-based skin prep solutions and allow for adequate drying time
- procedures involving the head, neck and upper chest are at the highest risk, and if >30% oxygen
concentration is required, then the airway should be secured with an endotracheal tube
- electrical injury can occur from defective equipment or a poorly applied grounding pad
- Sharps Injury
- needlestick and sharp object injuries are common in the OR
- both patients and OR personnel are at risk
Quality Measures
- The Surgical Care Improvement Project (SCIP)
- incidence of post-op complications ranges from 6% for noncardiac surgery to more than 30% for
high-risk procedures
- complications increase cost, length of stay, and mortality
- many common adverse events can be prevented by adhering to evidence-based standards
- Surgical Site Infections (SSIs)
- occur in 2% - 5% of patients after clean procedures, and in up to 20% of patients undergoing
intraabdominal procedures
- proven care performance measures include an appropriate antibiotic administered within
1 hour of incision, prophylactic antibiotics discontinued within 24 hours post procedure,
good post-op glucose control in diabetics, normothermia in the OR, appropriate hair removal
in the OR
- Venous Thromboembolism
- DVT occurs in 25% of patients, without prophylaxis, after major surgical procedures;
PE occurs in 7%
- DVT prophylaxis, given within 24 hours before surgery to 24 hours after surgery, reduces the
number of fatal PEs by 50%
- low-dose unfractionated heparin and low molecular weight heparin have similar efficacy
- Cardiac Events
- adverse cardiac events occur in 2% - 5% of patients undergoing noncardiac surgery, and in
34% of patients undergoing vascular surgery
- post-op MI is associated with a 40% - 70% mortality rate
- in at-risk patients, β-blockers reduce perioperative ischemia
- surgery patients on β-blockers pre-op must receive them in the perioperative period
- Global Measures of Quality
- death within 30 days of surgery
- readmission within 30 days of surgery
- National Surgery Quality Improvement Program (NSQIP)
- program that allows hospitals to compare their rates of postoperative events to similar hospitals
using a risk-adjusted ratio
- focuses primarily on 30-day morbidity and mortality
- prevention of errors reduces complications and can be used as a reliable quality measure
- in hospitals with higher complication rates, the problem is most likely from system errors than from
provider incompetence
- The Leapfrog Group
- an alliance of large public and private healthcare purchasers
- goal is to improve nationwide standards of healthcare quality and to lower healthcare costs
- data is collected in a voluntary, web-based hospital quality and safety survey
- 8 high-risk procedures are being scrutinized: CABG, cardiac stenting, AAA repair, AVR, pancreatic
resection, esophagectomy, bariatric surgery
- there are recommended hospital and surgeon volume criteria for these procedures
- “Never Events”
- developed by the National Quality Forum (NQF)
- errors in medical care that are serious, preventable, and clearly identifiable
- indicate a real problem in the safety and credibility of a healthcare facility
- Retained Surgical Items
- ~ 1 case/year/large hospital
- most common retained item is a surgical sponge
- risk factors include emergency surgery, unplanned changes in procedure, multiple procedures
and multiple surgeons in the same operation, long cases involving shift changes, patients
with high BMI
- for prevention, current recommendations include standard counting procedures, using only
x-ray-detectable items in the wound, and a thorough wound inspection before closing
- for long and involved cases, many hospitals require an x-ray before closing, even if the
counts are correct
- Surgical Counts
- the value of surgical counting to prevent retained items is unproven
- when the surgical count is incorrect, OR protocols are triggered that usually
mandate x-rays of the surgical site
- however, in most cases of retained items, the count is ‘falsely correct’
- even when the count is correct, it is still the surgeon’s responsibility to inspect
the site to ensure that nothing is left behind
- Wrong-Site Surgery
- any surgical procedure performed on the wrong patient, wrong body part, wrong side of the
patient, or wrong anatomic level
- it is estimated that ~ 4000 wrong site surgeries are performed each year in the U.S.
- risk of wrong site surgery increases when multiple procedures are performed on the same
patient
- communication errors are the root cause in > 70% of wrong-site surgeries
- additional causes include inadequate procedures to verify the correct surgical site and
incomplete pre-op assessment
- most errors involve symmetric anatomic structures such as the lower extremities and head
and neck
- Preoperative Time Out
- mandatory in all U.S. ORs
- the patient, procedure, and site to be operated on are verified before the incision
- the effectiveness of the time out in reducing wrong-site surgeries is unproven
Risk Management
- Communicating with Patients
- physicians have an ethical and professional responsibility to immediately disclose complications or
errors to patients
- failure to disclose adverse events can lead to legal liability for fraud
- historically, physicians’ fear of malpractice suits has been a major barrier to complete
transparency with patients
- however, paradoxically, immediate disclosure of errors leads to improved patient rapport, improved
satisfaction, and fewer suits
- many states have passed legislation that precludes any information from a physician’s apology for a
medical error from being used in malpractice court (even a full admission of fault)
References
- Schwartz, 10th ed., pgs 365 – 380
- Sabiston, 20th ed., pgs 187 - 199
- UpToDate. Safety in the Operating Room. Joyce A. Wahr, MD, FAHA. Apr 07, 2020. Pgs 1 – 43