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Identifying and Supporting the Needs of Internal Medicine and Pediatrics Residents Interested in Pediatric Hospital Medicine Fellowship

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Identifying and Supporting the Needs of Internal Medicine and Pediatrics Residents Interested in Pediatric Hospital Medicine Fellowship

The American Board of Medical Specialties approved subspecialty designation for the field of pediatric hospital medicine (PHM) in 2016.1 For those who started independent practice prior to July 2019, there were two options for board eligibility: the “practice pathway” or completion of a PHM fellowship. The practice pathway allows for pediatric and combined internal medicine–pediatric (med-peds) providers who graduated by July 2019 to sit for the PHM board-certification examination if they meet specific criteria in their pediatric practice.2 For pediatric and med-peds residents who graduated after July 2019, PHM board eligibility is available only through completion of a PHM fellowship.

PHM subspecialty designation with fellowship training requirements may pose unique challenges to med-peds residents interested in practicing both pediatric and adult hospital medicine (HM).3,4 Each year, an estimated 25% of med-peds residency graduates go on to practice HM.5 The majority (62%-83%) of currently practicing med-peds–trained hospitalists care for both adults and children.5,6 Further, med-peds–trained hospitalists comprise at least 10% of the PHM workforce5 and play an important role in caring for adult survivors of childhood diseases.3

Limited existing data suggest that the future practice patterns of med-peds residents may be affected by PHM fellowship requirements. One previous survey study indicated that, although med-peds residents see value in additional training opportunities offered by fellowship, the majority are less likely to pursue PHM as a result of the new requirements.4 Prominent factors dissuading residents from pursuing PHM fellowship included forfeited earnings during fellowship, student loan obligations, family obligations, and the perception that training received during residency was sufficient. Although these data provide important insights into potential changes in practice patterns, they do not explore qualities of PHM fellowship that may make additional training more appealing to med-peds residents and promote retention of med-peds–trained providers in the PHM workforce.

Further, there is no existing literature exploring if and how PHM fellowship programs are equipped to support the needs of med-peds–trained fellows. Other subspecialties have supported med-peds trainees in combined fellowship training programs, including rheumatology, neurology, pediatric emergency medicine, allergy/immunology, physical medicine and rehabilitation, and psychiatry.7,8 However, the extent to which PHM fellowships follow a similar model to accommodate the career goals of med-peds participants is unclear.

Given the large numbers of med-peds residents who go on to practice combined PHM and adult HM, it is crucial to understand the training needs of this group within the context of PHM fellowship and board certification. The primary objectives of this study were to understand (1) the perceived PHM fellowship needs of med-peds residents interested in HM, and (2) how the current PHM fellowship training environment can meet those needs. Understanding that additional training requirements to practice PHM may affect the career trajectory of residents interested in HM, secondary objectives included describing perceptions of med-peds residents on PHM specialty designation and whether designation affected their career plans.

METHODS

Study Design

This cross-sectional study took place over a 3-month period from May to July 2019 and included two surveys of different populations to develop a comprehensive understanding of stakeholder perceptions of PHM fellowship. The first survey (resident survey) invited med-peds residents who were members of the National Med-Peds Residents’ Association (NMPRA)9 in 2019 and who were interested in HM. The second survey (fellowship director [FD] survey) included PHM FDs. The study was determined to be exempt by the University of Pittsburgh Institutional Review Board.

Study Population and Recruitment

Resident Survey

Two attempts were made to elicit participation via the NMPRA electronic mailing list. The NMPRA membership includes med-peds residents and chief residents from US med-peds residency programs. As of May 2019, 77 med-peds residency programs and their residents were members of NMPRA, which encompassed all med-peds programs in the United States and its territories. NMPRA maintains a listserv for all members, and all existing US/territory programs were members at the time of the survey. Med-peds interns, residents, and chief residents interested in HM were invited to participate in this study.

FD Survey

Forty-eight FDs, representing member institutions of the PHM Fellowship Directors’ Council, were surveyed via the PHM Fellowship Directors listserv.

Survey Instruments

We constructed two de novo surveys consisting of multiple-choice and short-answer questions (Appendix 1 and Appendix 2). To enhance the validity of survey responses, questions were designed and tested using an iterative consensus process among authors and additional participants, including current med-peds PHM fellows, PHM fellowship program directors, med-peds residency program directors, and current med-peds residents. These revisions were repeated for a total of four cycles. Items were created to increase knowledge on the following key areas: resident-perceived needs in fellowship training, impact of PHM subspecialty designation on career choices related to HM, health system structure of fellowship programs, and ability to accommodate med-peds clinical training within a PHM fellowship. A combined med-peds fellowship, as defined in the survey and referenced in this study, is a “combined internal medicine–pediatrics hospital medicine fellowship whereby you would remain eligible for PHM board certification.” To ensure a broad and inclusive view of potential needs of med-peds trainees considering fellowship, all respondents were asked to complete questions pertaining to anticipated fellowship needs regardless of their indicated interest in fellowship.

Data Collection

Survey completion was voluntary. Email identifiers were not linked to completed surveys. Study data were collected and managed by using Qualtrics XM. Only completed survey entries were included in analysis.

Statistical Methods and Data Analysis

R software version 4.0.2 (R Foundation for Statistical Computing) was used for statistical analysis. Demographic data were summarized using frequency distributions. The intent of the free-text questions for both surveys was qualitative explanatory thematic analysis. Authors EB, HL, and AJ used a deductive approach to identify common themes that elucidated med-peds resident–anticipated needs in fellowship and PHM program strategies and barriers to accommodate these needs. Preliminary themes and action items were reviewed and discussed among the full authorship team until consensus was reached.

RESULTS

Demographic Data

Resident Survey

A total of 466 med-peds residents completed the resident survey. There are approximately 1300 med-peds residents annually, creating an estimated response rate of 35.8% of all US med-peds residents. The majority (n = 380, 81.5%) of respondents were med-peds postgraduate years 1 through 3 and thus only eligible for PHM board certification via the PHM fellowship pathway (Table 1). Most (n = 446, 95.7%) respondents had considered a career in adult, pediatric, or combined HM at some point. Of those med-peds residents who considered a career in HM (Appendix Table 1), 92.8% (n = 414) would prefer to practice combined adult HM and PHM.

JHMVol16No8_Boggs02340818e_t1.JPG

FD Survey

Twenty-eight FDs completed the FD survey, representing 58.3% of 2019 PHM fellowship programs. Of the responding programs, 23 (82.1%) were associated with a freestanding children’s hospital, and 24 (85.7%) were integrated or affiliated with a health system that provides adult inpatient care (Table 2). Sixteen (57.1%) programs had a med-peds residency program at their institution.

JHMVol16No8_Boggs02340818e_t2.JPG

Med-Peds Resident Perceptions of PHM Fellowship

In considering the importance of PHM board certification for physicians practicing PHM, 59.0% (n= 275) of respondents rated board certification as “not at all important” (Appendix Table 2). Most (n = 420, 90.1%) med-peds trainees responded that PHM subspecialty designation “decreased” or “significantly decreased” their desire to pursue a career that includes PHM. Of the respondents who reported no interest in hospital medicine, eight (40%) reported that PHM subspecialty status dissuaded them from a career in HM at least a moderate amount (Appendix Table 3). Roughly one third (n=158, 33.9%) of respondents reported that PHM subspecialty designation increased or significantly increased their desire to pursue a career that includes adult HM (Appenidx Table 2). Finally, although the majority (n = 275, 59%) of respondents said they had no interest in a HM fellowship, 114 (24.5%) indicated interest in a combined med-peds HM fellowship (Appendix Table 1). Short-answer questions revealed that commitment to additional training on top of a 4-year residency program was a possible deterring factor, particularly in light of student loan debt and family obligations. Respondents reported adequate clinical training during residency as another deterring factor.

Med-Peds Resident–Perceived Needs in PHM Fellowship

Regardless of interest in completing a PHM fellowship, all resident survey respondents were asked how their ideal PHM fellowship should be structured. Almost all (n = 456, 97.9%) respondents indicated that they would prefer to complete a combined med-peds HM fellowship (Table 3), and most preferred to complete a fellowship in 2 years. Only 10 (2.1%) respondents preferred to complete a PHM fellowship alone in 2 or 3 years. More than half (n=253, 54.3%) of respondents indicated that it would be ideal to obtain a master’s degree as part of fellowship.

JHMVol16No8_Boggs02340818e_t3.JPG

Three quarters (n = 355, 75.8%) of med-peds residents reported that they would want 41% or more of clinical time in an ideal fellowship dedicated to adult HM. Importantly, most (n = 322, 69.1%) of the med-peds residents did not consider moonlighting alone in either PHM or adult HM to be enough to maintain training. In addition, many (n = 366, 78.5%) respondents felt that it was important or very important for scholarly work during fellowship to bridge pediatrics and internal medicine.

Short-answer questions indicated that the ability to practice both internal medicine and pediatrics during fellowship emerged as an important deciding factor, with emphasis on adequate opportunities to maintain internal medicine knowledge base (Figure). Similarly, access to med-peds mentorship was an important component of the decision. Compensation both during fellowship and potential future earnings was also a prominent consideration.

JHMVol16No8_Boggs02340818e_f1.JPG

Capacity of PHM Programs to Support Med-Peds Fellows

Fifteen (53.6%) FDs reported that their programs were able to accommodate both PHM and adult HM clinical time during fellowship, 11 (39.3%) were unsure, and 2 (7.1%) were unable to accommodate both (Table 2).

The options for adult HM clinical time varied by institution and included precepted time on adult HM, full attending privileges on adult HM, and adult HM time through moonlighting only. Short-answer responses from FDs with experience training med-peds fellows cited using PHM elective time for adult HM and offering moonlighting in adult HM as ways to address career goals of med-peds trainees. Scholarship time for fellows was preserved by decreasing required time on pediatric intensive care unit and complex care services.

Accessibility of Med-Peds Mentorship

As noted above, med-peds residents identified mentorship as an important factor in consideration of PHM fellowship. A total of 23 (82.1%) FDs reported their programs had med-peds faculty members within their PHM team (Table 2). The majority (n = 21, 91.3%) of those med-peds faculty had both PHM and adult HM clinical time.

DISCUSSION

This study characterized the ideal PHM fellowship structure from the perspective of med-peds residents and described the current ability of PHM fellowships to support med-peds residents. The majority of residents stated that they had no interest in an HM fellowship. However, for med-peds residents who considered a career in HM, 88.8% preferred to complete a combined internal medicine and pediatrics HM fellowship with close to half of clinical time dedicated to adult HM. Just over half (53.6%) of programs reported that they could currently accommodate both PHM and adult clinical time during fellowship, and all but two programs reported that they could accommodate both PHM and HM time in the future.

PHM subspecialty designation with associated fellowship training requirements decreased desire to practice HM among med-peds residents who responded to our survey. This reflects findings from a recently published study that evaluated whether PHM fellowship requirements for board certification influenced pediatric and med-peds residents’ decision to pursue PHM in 2018.4 Additionally, Chandrasekar et al4 found that 87% of respondents indicated that sufficient residency training was an important factor in discouraging them from pursuing PHM fellowship. We noted similar findings in our open-ended survey responses, which indicate that med-peds respondents perceived that the intended purpose of PHM fellowship was to provide additional clinical training, and that served as a deterrent for fellowship. However, the survey by Chandrasekar et al4 assessed only four factors for understanding what was important in encouraging pursuit of a PHM fellowship: opportunity to gain new skills, potential increase in salary, opportunity for a master’s degree, and increased prestige. Our survey expands on med-peds residents’ needs, indicating that med-peds residents want a combined med-peds/HM fellowship that allows them to meet PHM board-eligibility requirements while also continuing to develop their adult HM clinical practice and other nonclinical training objectives in a way that combines both adult HM and PHM. Both surveys demonstrate the role that residency program directors and other resident mentors can have in counseling trainees on the nonclinical training objectives of PHM fellowship, including research, quality improvement, medical education, and leadership and clinical operations. Additional emphasis can be placed on opportunities for an individualized curriculum to address the specific career aims of each resident.

In this study, med-peds trainees viewed distribution of clinical time during fellowship as an important factor in pursuing PHM fellowship. The perceived importance of balancing clinical time is not surprising considering that most survey respondents interested in HM ultimately intend to practice both PHM and adult HM. This finding corresponds with current practice patterns of med-peds hospitalists, the majority of whom care for both children and adults.4,5 Moonlighting in adult medicine was not considered sufficient, suggesting desire for mentorship and training integration on the internal medicine side. Opportunities for trainees to maintain and expand their internal medicine knowledge base and clinical decision-making outside of moonlighting will be key to meeting the needs of med-peds residents in PHM fellowship.

Fortunately, more than half of responding programs reported that they could allow for adult HM practice during PHM fellowship. Twelve programs were unsure if they could accommodate adult HM clinical time, and only two programs reported they could not. We suspect that the ability to support this training with clinical time in both adult HM and PHM is more likely available at programs with established internal medicine relationships, often in the form of med-peds residency programs and med-peds faculty. Further, these established relationships may be more common at pediatric health systems that are integrated or affiliated with an adult health system. Most PHM fellowships surveyed indicated that their pediatric institution had an affiliation with an adult facility, and most had med-peds HM faculty.

Precedent for supporting med-peds fellows is somewhat limited given that only five of the responding PHM fellowship programs reported having fellows with med-peds residency training. However, discrepancies between the expressed needs of med-peds residents and the current Accreditation Council for Graduate Medical Education (ACGME)–accredited PHM fellowship structure highlight opportunities to tailor fellowship training to support the career goals of med-peds residents. The current PHM fellowship structure consists of 26 educational units, with each unit representing 4 calendar weeks. A minimum of eight units are spent on each of the following: core clinical rotations, systems and scholarship, and individualized curriculum.10,11 The Society of Hospital Medicine has published core competencies for both PHM and adult HM, which highlight significant overlap in each field’s skill competency, particularly in areas such as quality improvement, legal issues and risk management, and handoffs and transitions of care.12,13 We contend that competencies addressed within PHM fellowship core clinical rotations may overlap with adult HM. Training in adult HM could be completed as part of the individualized curriculum with the ACGME, allowing adult HM practice to count toward this requirement. This would offer med-peds fellows the option to maintain their adult HM knowledge base without eliminating all elective time. Ultimately, it will be important to be creative in how training is accomplished and skills are acquired during both core clinical and individualized training blocks for med-peds trainees completing PHM fellowship.

In order to meet the expressed needs of med-peds residents interested in incorporating both adult HM and PHM into their future careers through PHM fellowship, we offer key recommendations for consideration by the ACGME, PHM FDs, and med-peds program directors (Figure). We encourage current PHM fellowship programs to establish relationships with adult HM programs to develop structured clinical opportunities that will allow fellows to gain the additional clinical training desired.

There were important limitations in this study. First, our estimated response rate for the resident survey was 35.8% of all med-peds residents in 2019, which may be interpreted as low. However, it is important to note that the survey was targeted to residents interested in HM. More than 25% of med-peds residents pursue a career in HM,5 suggesting our response rate may be attributed to residents who did not complete the survey because they were interested in other fields. The program director survey response rate was higher at 58.3%, though it is possible that response bias resulted in a higher response rate from programs with the ability to support med-peds trainees. Regardless, data from programs with the ability to support med-peds trainees are highly valuable in describing how PHM fellowship can be inclusive of med-peds–trained physicians interested in pursuing HM.

Both surveys were completed in 2019, prior to the ACGME accreditation of PHM fellowship, which likely presents new, unique challenges to fellowship programs trying to support the needs of med-peds fellows. However, insights noted above from programs with experience training med-peds fellows are still applicable within the constraints of ACGME requirements.

CONCLUSION

Many med-peds residents express strong interest in practicing HM and including PHM as part of their future hospitalist practice. With the introduction of PHM subspecialty board certification through the American Board of Pediatrics, med-peds residents face new considerations when choosing a career path after residency. The majority of resident respondents express the desire to spend a substantial portion of their clinical practice and/or fellowship practicing adult HM. A majority of PHM fellowships can or are willing to explore how to provide both pediatric and adult hospitalist training to med-peds residency–trained fellows. Understanding the facilitators and barriers to recruiting med-peds trainees for PHM fellowship ultimately has significant implications for the future of the PHM workforce. Incorporating the recommendations noted in this study may increase retention of med-peds providers in PHM by enabling fellowship training and ultimately board certification. Collaboration among the ACGME, PHM program directors, and med-peds residency program directors could help to develop PHM fellowship training programs that will meet the needs of med-peds residents interested in practicing PHM while still meeting ACGME requirements for PHM board eligibility.

Acknowledgment

The authors thank Dr Anoop Agrawal of National Med-Peds Residents’ Association (NMPRA).

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References

1. Blankenburg B, Bode R, Carlson D, et al. National Pediatric Hospital Medicine Leaders Conference. Published April 4, 2013. https://medpeds.org/wp-content/uploads/2015/02/PediatricHospitalMedicineCertificationMeeting_Update.pdf
2. The American Board of Pediatrics. Pediatric Hospital Medicine Certification. Revised December 18, 2020. Accessed January 26, 2021. https://www.abp.org/content/pediatric-hospital-medicine-certification
3. Feldman LS, Monash B, Eniasivam A, Chang W. Why required pediatric hospital medicine fellowships are unnecessary. Hospitalist. 2016;10. https://www.the-hospitalist.org/hospitalist/article/121461/pediatrics/why-required-pediatric-hospital-medicine-fellowships-are
4. Chandrasekar H, White YN, Ribeiro C, Landrigan CP, Marcus CH. A changing landscape: exploring resident perspectives on pursuing pediatric hospital medicine fellowships. Hosp Pediatr. 2021;11(2):109-115. https://doi.org/10.1542/hpeds.2020-0034
5. O’Toole JK, Friedland AR, Gonzaga AMR, et al. The practice patterns of recently graduated internal medicine-pediatric hospitalists. Hosp Pediatr. 2015;5(6):309-314. https://doi.org/10.1542/hpeds.2014-0135
6. Donnelly MJ, Lubrano L, Radabaugh CL, Lukela MP, Friedland AR, Ruch-Ross HS. The med-peds hospitalist workforce: results from the American Academy of Pediatrics Workforce Survey. Hosp Pediatr. 2015;5(11):574-579. https://doi.org/10.1542/hpeds.2015-0031
7. Patwardhan A, Henrickson M, Laskosz L, Duyenhong S, Spencer CH. Current pediatric rheumatology fellowship training in the United States: what fellows actually do. Pediatr Rheumatol Online J. 2014;12(1):8. https://doi.org/10.1186/1546-0096-12-8
8. Howell E, Kravet S, Kisuule F, Wright SM. An innovative approach to supporting hospitalist physicians towards academic success. J Hosp Med. 2008;3(4):314-318. https://doi.org/10.1002/jhm.327
9. The National Med-Peds Residents’ Association. About. Accessed May 11, 2021. https://medpeds.org/about-nmpra/
10. Jerardi KE, Fisher E, Rassbach C, et al. Development of a curricular framework for pediatric hospital medicine fellowships. Pediatrics. 2017;140(1):e20170698.https://doi.org/10.1542/peds.2017-0698
11. ACGME Program Requirements for Graduate Medical Education in Pediatric Hospital Medicine. Pediatr Hosp Med. Published online July 1, 2020:55.
12. Maniscalco J, Gage S, Teferi S, Fisher ES. The Pediatric Hospital Medicine Core Competencies: 2020 Revision. J Hosp Med. 2020;15(7):389-394. https://doi.org/10.12788/jhm.3391
13. Nichani S, Crocker J, Fitterman N, Lukela M. Updating the Core Competencies in Hospital Medicine--2017 Revision: Introduction and Methodology. J Hosp Med. 2017;12(4):283-287. https://doi.org/10.12788/jhm.2715

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Author and Disclosure Information

1Department of Pediatrics, Northwestern University Feinberg School of Medicine, Chicago, Illinois; 2Department of Medicine, Northwestern University Feinberg School of Medicine, Chicago, Illinois; 3Department of Pediatrics, Indiana University School of Medicine, Indianapolis, Indiana; 4Department of Medicine, Indiana University School of Medicine, Indianapolis, Indiana; 5Department of Pediatrics, Medical University of South Carolina, Charleston, South Carolina; 6Department of Pediatrics, University of Colorado School of Medicine, Aurora, Colorado; 7Division of Hospital Medicine, Cincinnati Children’s Hospital Medical Center, Cincinnati, Ohio; 8Department of Pediatrics, University of Cincinnati College of Medicine, Cincinnati, Ohio; 9Division of Hospital Medicine, Helen DeVos Children’s Hospital/Michigan State University, Grand Rapids, Michigan; 10Department of Pediatrics, Nemours/Alfred I. duPont Hospital for Children, Wilmington, Delaware; 11Division of Hospital Medicine, Department of Internal Medicine and Pediatrics, ChristianaCare Hospital, Newark, Delaware; 12Department of Internal Medicine, University of Cincinnati College of Medicine, Cincinnati, Ohio; 13Department of Pediatrics, Akron Children’s Hospital, Akron, Ohio; 14Department of Internal Medicine, Cleveland Clinic Akron General, Akron, Ohio; 15Department of Pediatrics, University of Pittsburgh School of Medicine, Pittsburgh, Pennsylvania.

Disclosures
Dr O’Toole has served as a consultant for and holds stock options in the I-PASS Patient Safety Institute.

Funding
Dr Jenkins was partially supported by the following: the National Center for Advancing Translational Sciences of the National Institutes of Health (award 5UL1TR001425-04) and the Bureau of Health Professions, Health Resources and Services Administration, US Department of Health and Human Services (grant T32HP10027), and a General Pediatrics Research Fellowship in child and adolescent health.

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1Department of Pediatrics, Northwestern University Feinberg School of Medicine, Chicago, Illinois; 2Department of Medicine, Northwestern University Feinberg School of Medicine, Chicago, Illinois; 3Department of Pediatrics, Indiana University School of Medicine, Indianapolis, Indiana; 4Department of Medicine, Indiana University School of Medicine, Indianapolis, Indiana; 5Department of Pediatrics, Medical University of South Carolina, Charleston, South Carolina; 6Department of Pediatrics, University of Colorado School of Medicine, Aurora, Colorado; 7Division of Hospital Medicine, Cincinnati Children’s Hospital Medical Center, Cincinnati, Ohio; 8Department of Pediatrics, University of Cincinnati College of Medicine, Cincinnati, Ohio; 9Division of Hospital Medicine, Helen DeVos Children’s Hospital/Michigan State University, Grand Rapids, Michigan; 10Department of Pediatrics, Nemours/Alfred I. duPont Hospital for Children, Wilmington, Delaware; 11Division of Hospital Medicine, Department of Internal Medicine and Pediatrics, ChristianaCare Hospital, Newark, Delaware; 12Department of Internal Medicine, University of Cincinnati College of Medicine, Cincinnati, Ohio; 13Department of Pediatrics, Akron Children’s Hospital, Akron, Ohio; 14Department of Internal Medicine, Cleveland Clinic Akron General, Akron, Ohio; 15Department of Pediatrics, University of Pittsburgh School of Medicine, Pittsburgh, Pennsylvania.

Disclosures
Dr O’Toole has served as a consultant for and holds stock options in the I-PASS Patient Safety Institute.

Funding
Dr Jenkins was partially supported by the following: the National Center for Advancing Translational Sciences of the National Institutes of Health (award 5UL1TR001425-04) and the Bureau of Health Professions, Health Resources and Services Administration, US Department of Health and Human Services (grant T32HP10027), and a General Pediatrics Research Fellowship in child and adolescent health.

Author and Disclosure Information

1Department of Pediatrics, Northwestern University Feinberg School of Medicine, Chicago, Illinois; 2Department of Medicine, Northwestern University Feinberg School of Medicine, Chicago, Illinois; 3Department of Pediatrics, Indiana University School of Medicine, Indianapolis, Indiana; 4Department of Medicine, Indiana University School of Medicine, Indianapolis, Indiana; 5Department of Pediatrics, Medical University of South Carolina, Charleston, South Carolina; 6Department of Pediatrics, University of Colorado School of Medicine, Aurora, Colorado; 7Division of Hospital Medicine, Cincinnati Children’s Hospital Medical Center, Cincinnati, Ohio; 8Department of Pediatrics, University of Cincinnati College of Medicine, Cincinnati, Ohio; 9Division of Hospital Medicine, Helen DeVos Children’s Hospital/Michigan State University, Grand Rapids, Michigan; 10Department of Pediatrics, Nemours/Alfred I. duPont Hospital for Children, Wilmington, Delaware; 11Division of Hospital Medicine, Department of Internal Medicine and Pediatrics, ChristianaCare Hospital, Newark, Delaware; 12Department of Internal Medicine, University of Cincinnati College of Medicine, Cincinnati, Ohio; 13Department of Pediatrics, Akron Children’s Hospital, Akron, Ohio; 14Department of Internal Medicine, Cleveland Clinic Akron General, Akron, Ohio; 15Department of Pediatrics, University of Pittsburgh School of Medicine, Pittsburgh, Pennsylvania.

Disclosures
Dr O’Toole has served as a consultant for and holds stock options in the I-PASS Patient Safety Institute.

Funding
Dr Jenkins was partially supported by the following: the National Center for Advancing Translational Sciences of the National Institutes of Health (award 5UL1TR001425-04) and the Bureau of Health Professions, Health Resources and Services Administration, US Department of Health and Human Services (grant T32HP10027), and a General Pediatrics Research Fellowship in child and adolescent health.

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Related Articles

The American Board of Medical Specialties approved subspecialty designation for the field of pediatric hospital medicine (PHM) in 2016.1 For those who started independent practice prior to July 2019, there were two options for board eligibility: the “practice pathway” or completion of a PHM fellowship. The practice pathway allows for pediatric and combined internal medicine–pediatric (med-peds) providers who graduated by July 2019 to sit for the PHM board-certification examination if they meet specific criteria in their pediatric practice.2 For pediatric and med-peds residents who graduated after July 2019, PHM board eligibility is available only through completion of a PHM fellowship.

PHM subspecialty designation with fellowship training requirements may pose unique challenges to med-peds residents interested in practicing both pediatric and adult hospital medicine (HM).3,4 Each year, an estimated 25% of med-peds residency graduates go on to practice HM.5 The majority (62%-83%) of currently practicing med-peds–trained hospitalists care for both adults and children.5,6 Further, med-peds–trained hospitalists comprise at least 10% of the PHM workforce5 and play an important role in caring for adult survivors of childhood diseases.3

Limited existing data suggest that the future practice patterns of med-peds residents may be affected by PHM fellowship requirements. One previous survey study indicated that, although med-peds residents see value in additional training opportunities offered by fellowship, the majority are less likely to pursue PHM as a result of the new requirements.4 Prominent factors dissuading residents from pursuing PHM fellowship included forfeited earnings during fellowship, student loan obligations, family obligations, and the perception that training received during residency was sufficient. Although these data provide important insights into potential changes in practice patterns, they do not explore qualities of PHM fellowship that may make additional training more appealing to med-peds residents and promote retention of med-peds–trained providers in the PHM workforce.

Further, there is no existing literature exploring if and how PHM fellowship programs are equipped to support the needs of med-peds–trained fellows. Other subspecialties have supported med-peds trainees in combined fellowship training programs, including rheumatology, neurology, pediatric emergency medicine, allergy/immunology, physical medicine and rehabilitation, and psychiatry.7,8 However, the extent to which PHM fellowships follow a similar model to accommodate the career goals of med-peds participants is unclear.

Given the large numbers of med-peds residents who go on to practice combined PHM and adult HM, it is crucial to understand the training needs of this group within the context of PHM fellowship and board certification. The primary objectives of this study were to understand (1) the perceived PHM fellowship needs of med-peds residents interested in HM, and (2) how the current PHM fellowship training environment can meet those needs. Understanding that additional training requirements to practice PHM may affect the career trajectory of residents interested in HM, secondary objectives included describing perceptions of med-peds residents on PHM specialty designation and whether designation affected their career plans.

METHODS

Study Design

This cross-sectional study took place over a 3-month period from May to July 2019 and included two surveys of different populations to develop a comprehensive understanding of stakeholder perceptions of PHM fellowship. The first survey (resident survey) invited med-peds residents who were members of the National Med-Peds Residents’ Association (NMPRA)9 in 2019 and who were interested in HM. The second survey (fellowship director [FD] survey) included PHM FDs. The study was determined to be exempt by the University of Pittsburgh Institutional Review Board.

Study Population and Recruitment

Resident Survey

Two attempts were made to elicit participation via the NMPRA electronic mailing list. The NMPRA membership includes med-peds residents and chief residents from US med-peds residency programs. As of May 2019, 77 med-peds residency programs and their residents were members of NMPRA, which encompassed all med-peds programs in the United States and its territories. NMPRA maintains a listserv for all members, and all existing US/territory programs were members at the time of the survey. Med-peds interns, residents, and chief residents interested in HM were invited to participate in this study.

FD Survey

Forty-eight FDs, representing member institutions of the PHM Fellowship Directors’ Council, were surveyed via the PHM Fellowship Directors listserv.

Survey Instruments

We constructed two de novo surveys consisting of multiple-choice and short-answer questions (Appendix 1 and Appendix 2). To enhance the validity of survey responses, questions were designed and tested using an iterative consensus process among authors and additional participants, including current med-peds PHM fellows, PHM fellowship program directors, med-peds residency program directors, and current med-peds residents. These revisions were repeated for a total of four cycles. Items were created to increase knowledge on the following key areas: resident-perceived needs in fellowship training, impact of PHM subspecialty designation on career choices related to HM, health system structure of fellowship programs, and ability to accommodate med-peds clinical training within a PHM fellowship. A combined med-peds fellowship, as defined in the survey and referenced in this study, is a “combined internal medicine–pediatrics hospital medicine fellowship whereby you would remain eligible for PHM board certification.” To ensure a broad and inclusive view of potential needs of med-peds trainees considering fellowship, all respondents were asked to complete questions pertaining to anticipated fellowship needs regardless of their indicated interest in fellowship.

Data Collection

Survey completion was voluntary. Email identifiers were not linked to completed surveys. Study data were collected and managed by using Qualtrics XM. Only completed survey entries were included in analysis.

Statistical Methods and Data Analysis

R software version 4.0.2 (R Foundation for Statistical Computing) was used for statistical analysis. Demographic data were summarized using frequency distributions. The intent of the free-text questions for both surveys was qualitative explanatory thematic analysis. Authors EB, HL, and AJ used a deductive approach to identify common themes that elucidated med-peds resident–anticipated needs in fellowship and PHM program strategies and barriers to accommodate these needs. Preliminary themes and action items were reviewed and discussed among the full authorship team until consensus was reached.

RESULTS

Demographic Data

Resident Survey

A total of 466 med-peds residents completed the resident survey. There are approximately 1300 med-peds residents annually, creating an estimated response rate of 35.8% of all US med-peds residents. The majority (n = 380, 81.5%) of respondents were med-peds postgraduate years 1 through 3 and thus only eligible for PHM board certification via the PHM fellowship pathway (Table 1). Most (n = 446, 95.7%) respondents had considered a career in adult, pediatric, or combined HM at some point. Of those med-peds residents who considered a career in HM (Appendix Table 1), 92.8% (n = 414) would prefer to practice combined adult HM and PHM.

JHMVol16No8_Boggs02340818e_t1.JPG

FD Survey

Twenty-eight FDs completed the FD survey, representing 58.3% of 2019 PHM fellowship programs. Of the responding programs, 23 (82.1%) were associated with a freestanding children’s hospital, and 24 (85.7%) were integrated or affiliated with a health system that provides adult inpatient care (Table 2). Sixteen (57.1%) programs had a med-peds residency program at their institution.

JHMVol16No8_Boggs02340818e_t2.JPG

Med-Peds Resident Perceptions of PHM Fellowship

In considering the importance of PHM board certification for physicians practicing PHM, 59.0% (n= 275) of respondents rated board certification as “not at all important” (Appendix Table 2). Most (n = 420, 90.1%) med-peds trainees responded that PHM subspecialty designation “decreased” or “significantly decreased” their desire to pursue a career that includes PHM. Of the respondents who reported no interest in hospital medicine, eight (40%) reported that PHM subspecialty status dissuaded them from a career in HM at least a moderate amount (Appendix Table 3). Roughly one third (n=158, 33.9%) of respondents reported that PHM subspecialty designation increased or significantly increased their desire to pursue a career that includes adult HM (Appenidx Table 2). Finally, although the majority (n = 275, 59%) of respondents said they had no interest in a HM fellowship, 114 (24.5%) indicated interest in a combined med-peds HM fellowship (Appendix Table 1). Short-answer questions revealed that commitment to additional training on top of a 4-year residency program was a possible deterring factor, particularly in light of student loan debt and family obligations. Respondents reported adequate clinical training during residency as another deterring factor.

Med-Peds Resident–Perceived Needs in PHM Fellowship

Regardless of interest in completing a PHM fellowship, all resident survey respondents were asked how their ideal PHM fellowship should be structured. Almost all (n = 456, 97.9%) respondents indicated that they would prefer to complete a combined med-peds HM fellowship (Table 3), and most preferred to complete a fellowship in 2 years. Only 10 (2.1%) respondents preferred to complete a PHM fellowship alone in 2 or 3 years. More than half (n=253, 54.3%) of respondents indicated that it would be ideal to obtain a master’s degree as part of fellowship.

JHMVol16No8_Boggs02340818e_t3.JPG

Three quarters (n = 355, 75.8%) of med-peds residents reported that they would want 41% or more of clinical time in an ideal fellowship dedicated to adult HM. Importantly, most (n = 322, 69.1%) of the med-peds residents did not consider moonlighting alone in either PHM or adult HM to be enough to maintain training. In addition, many (n = 366, 78.5%) respondents felt that it was important or very important for scholarly work during fellowship to bridge pediatrics and internal medicine.

Short-answer questions indicated that the ability to practice both internal medicine and pediatrics during fellowship emerged as an important deciding factor, with emphasis on adequate opportunities to maintain internal medicine knowledge base (Figure). Similarly, access to med-peds mentorship was an important component of the decision. Compensation both during fellowship and potential future earnings was also a prominent consideration.

JHMVol16No8_Boggs02340818e_f1.JPG

Capacity of PHM Programs to Support Med-Peds Fellows

Fifteen (53.6%) FDs reported that their programs were able to accommodate both PHM and adult HM clinical time during fellowship, 11 (39.3%) were unsure, and 2 (7.1%) were unable to accommodate both (Table 2).

The options for adult HM clinical time varied by institution and included precepted time on adult HM, full attending privileges on adult HM, and adult HM time through moonlighting only. Short-answer responses from FDs with experience training med-peds fellows cited using PHM elective time for adult HM and offering moonlighting in adult HM as ways to address career goals of med-peds trainees. Scholarship time for fellows was preserved by decreasing required time on pediatric intensive care unit and complex care services.

Accessibility of Med-Peds Mentorship

As noted above, med-peds residents identified mentorship as an important factor in consideration of PHM fellowship. A total of 23 (82.1%) FDs reported their programs had med-peds faculty members within their PHM team (Table 2). The majority (n = 21, 91.3%) of those med-peds faculty had both PHM and adult HM clinical time.

DISCUSSION

This study characterized the ideal PHM fellowship structure from the perspective of med-peds residents and described the current ability of PHM fellowships to support med-peds residents. The majority of residents stated that they had no interest in an HM fellowship. However, for med-peds residents who considered a career in HM, 88.8% preferred to complete a combined internal medicine and pediatrics HM fellowship with close to half of clinical time dedicated to adult HM. Just over half (53.6%) of programs reported that they could currently accommodate both PHM and adult clinical time during fellowship, and all but two programs reported that they could accommodate both PHM and HM time in the future.

PHM subspecialty designation with associated fellowship training requirements decreased desire to practice HM among med-peds residents who responded to our survey. This reflects findings from a recently published study that evaluated whether PHM fellowship requirements for board certification influenced pediatric and med-peds residents’ decision to pursue PHM in 2018.4 Additionally, Chandrasekar et al4 found that 87% of respondents indicated that sufficient residency training was an important factor in discouraging them from pursuing PHM fellowship. We noted similar findings in our open-ended survey responses, which indicate that med-peds respondents perceived that the intended purpose of PHM fellowship was to provide additional clinical training, and that served as a deterrent for fellowship. However, the survey by Chandrasekar et al4 assessed only four factors for understanding what was important in encouraging pursuit of a PHM fellowship: opportunity to gain new skills, potential increase in salary, opportunity for a master’s degree, and increased prestige. Our survey expands on med-peds residents’ needs, indicating that med-peds residents want a combined med-peds/HM fellowship that allows them to meet PHM board-eligibility requirements while also continuing to develop their adult HM clinical practice and other nonclinical training objectives in a way that combines both adult HM and PHM. Both surveys demonstrate the role that residency program directors and other resident mentors can have in counseling trainees on the nonclinical training objectives of PHM fellowship, including research, quality improvement, medical education, and leadership and clinical operations. Additional emphasis can be placed on opportunities for an individualized curriculum to address the specific career aims of each resident.

In this study, med-peds trainees viewed distribution of clinical time during fellowship as an important factor in pursuing PHM fellowship. The perceived importance of balancing clinical time is not surprising considering that most survey respondents interested in HM ultimately intend to practice both PHM and adult HM. This finding corresponds with current practice patterns of med-peds hospitalists, the majority of whom care for both children and adults.4,5 Moonlighting in adult medicine was not considered sufficient, suggesting desire for mentorship and training integration on the internal medicine side. Opportunities for trainees to maintain and expand their internal medicine knowledge base and clinical decision-making outside of moonlighting will be key to meeting the needs of med-peds residents in PHM fellowship.

Fortunately, more than half of responding programs reported that they could allow for adult HM practice during PHM fellowship. Twelve programs were unsure if they could accommodate adult HM clinical time, and only two programs reported they could not. We suspect that the ability to support this training with clinical time in both adult HM and PHM is more likely available at programs with established internal medicine relationships, often in the form of med-peds residency programs and med-peds faculty. Further, these established relationships may be more common at pediatric health systems that are integrated or affiliated with an adult health system. Most PHM fellowships surveyed indicated that their pediatric institution had an affiliation with an adult facility, and most had med-peds HM faculty.

Precedent for supporting med-peds fellows is somewhat limited given that only five of the responding PHM fellowship programs reported having fellows with med-peds residency training. However, discrepancies between the expressed needs of med-peds residents and the current Accreditation Council for Graduate Medical Education (ACGME)–accredited PHM fellowship structure highlight opportunities to tailor fellowship training to support the career goals of med-peds residents. The current PHM fellowship structure consists of 26 educational units, with each unit representing 4 calendar weeks. A minimum of eight units are spent on each of the following: core clinical rotations, systems and scholarship, and individualized curriculum.10,11 The Society of Hospital Medicine has published core competencies for both PHM and adult HM, which highlight significant overlap in each field’s skill competency, particularly in areas such as quality improvement, legal issues and risk management, and handoffs and transitions of care.12,13 We contend that competencies addressed within PHM fellowship core clinical rotations may overlap with adult HM. Training in adult HM could be completed as part of the individualized curriculum with the ACGME, allowing adult HM practice to count toward this requirement. This would offer med-peds fellows the option to maintain their adult HM knowledge base without eliminating all elective time. Ultimately, it will be important to be creative in how training is accomplished and skills are acquired during both core clinical and individualized training blocks for med-peds trainees completing PHM fellowship.

In order to meet the expressed needs of med-peds residents interested in incorporating both adult HM and PHM into their future careers through PHM fellowship, we offer key recommendations for consideration by the ACGME, PHM FDs, and med-peds program directors (Figure). We encourage current PHM fellowship programs to establish relationships with adult HM programs to develop structured clinical opportunities that will allow fellows to gain the additional clinical training desired.

There were important limitations in this study. First, our estimated response rate for the resident survey was 35.8% of all med-peds residents in 2019, which may be interpreted as low. However, it is important to note that the survey was targeted to residents interested in HM. More than 25% of med-peds residents pursue a career in HM,5 suggesting our response rate may be attributed to residents who did not complete the survey because they were interested in other fields. The program director survey response rate was higher at 58.3%, though it is possible that response bias resulted in a higher response rate from programs with the ability to support med-peds trainees. Regardless, data from programs with the ability to support med-peds trainees are highly valuable in describing how PHM fellowship can be inclusive of med-peds–trained physicians interested in pursuing HM.

Both surveys were completed in 2019, prior to the ACGME accreditation of PHM fellowship, which likely presents new, unique challenges to fellowship programs trying to support the needs of med-peds fellows. However, insights noted above from programs with experience training med-peds fellows are still applicable within the constraints of ACGME requirements.

CONCLUSION

Many med-peds residents express strong interest in practicing HM and including PHM as part of their future hospitalist practice. With the introduction of PHM subspecialty board certification through the American Board of Pediatrics, med-peds residents face new considerations when choosing a career path after residency. The majority of resident respondents express the desire to spend a substantial portion of their clinical practice and/or fellowship practicing adult HM. A majority of PHM fellowships can or are willing to explore how to provide both pediatric and adult hospitalist training to med-peds residency–trained fellows. Understanding the facilitators and barriers to recruiting med-peds trainees for PHM fellowship ultimately has significant implications for the future of the PHM workforce. Incorporating the recommendations noted in this study may increase retention of med-peds providers in PHM by enabling fellowship training and ultimately board certification. Collaboration among the ACGME, PHM program directors, and med-peds residency program directors could help to develop PHM fellowship training programs that will meet the needs of med-peds residents interested in practicing PHM while still meeting ACGME requirements for PHM board eligibility.

Acknowledgment

The authors thank Dr Anoop Agrawal of National Med-Peds Residents’ Association (NMPRA).

The American Board of Medical Specialties approved subspecialty designation for the field of pediatric hospital medicine (PHM) in 2016.1 For those who started independent practice prior to July 2019, there were two options for board eligibility: the “practice pathway” or completion of a PHM fellowship. The practice pathway allows for pediatric and combined internal medicine–pediatric (med-peds) providers who graduated by July 2019 to sit for the PHM board-certification examination if they meet specific criteria in their pediatric practice.2 For pediatric and med-peds residents who graduated after July 2019, PHM board eligibility is available only through completion of a PHM fellowship.

PHM subspecialty designation with fellowship training requirements may pose unique challenges to med-peds residents interested in practicing both pediatric and adult hospital medicine (HM).3,4 Each year, an estimated 25% of med-peds residency graduates go on to practice HM.5 The majority (62%-83%) of currently practicing med-peds–trained hospitalists care for both adults and children.5,6 Further, med-peds–trained hospitalists comprise at least 10% of the PHM workforce5 and play an important role in caring for adult survivors of childhood diseases.3

Limited existing data suggest that the future practice patterns of med-peds residents may be affected by PHM fellowship requirements. One previous survey study indicated that, although med-peds residents see value in additional training opportunities offered by fellowship, the majority are less likely to pursue PHM as a result of the new requirements.4 Prominent factors dissuading residents from pursuing PHM fellowship included forfeited earnings during fellowship, student loan obligations, family obligations, and the perception that training received during residency was sufficient. Although these data provide important insights into potential changes in practice patterns, they do not explore qualities of PHM fellowship that may make additional training more appealing to med-peds residents and promote retention of med-peds–trained providers in the PHM workforce.

Further, there is no existing literature exploring if and how PHM fellowship programs are equipped to support the needs of med-peds–trained fellows. Other subspecialties have supported med-peds trainees in combined fellowship training programs, including rheumatology, neurology, pediatric emergency medicine, allergy/immunology, physical medicine and rehabilitation, and psychiatry.7,8 However, the extent to which PHM fellowships follow a similar model to accommodate the career goals of med-peds participants is unclear.

Given the large numbers of med-peds residents who go on to practice combined PHM and adult HM, it is crucial to understand the training needs of this group within the context of PHM fellowship and board certification. The primary objectives of this study were to understand (1) the perceived PHM fellowship needs of med-peds residents interested in HM, and (2) how the current PHM fellowship training environment can meet those needs. Understanding that additional training requirements to practice PHM may affect the career trajectory of residents interested in HM, secondary objectives included describing perceptions of med-peds residents on PHM specialty designation and whether designation affected their career plans.

METHODS

Study Design

This cross-sectional study took place over a 3-month period from May to July 2019 and included two surveys of different populations to develop a comprehensive understanding of stakeholder perceptions of PHM fellowship. The first survey (resident survey) invited med-peds residents who were members of the National Med-Peds Residents’ Association (NMPRA)9 in 2019 and who were interested in HM. The second survey (fellowship director [FD] survey) included PHM FDs. The study was determined to be exempt by the University of Pittsburgh Institutional Review Board.

Study Population and Recruitment

Resident Survey

Two attempts were made to elicit participation via the NMPRA electronic mailing list. The NMPRA membership includes med-peds residents and chief residents from US med-peds residency programs. As of May 2019, 77 med-peds residency programs and their residents were members of NMPRA, which encompassed all med-peds programs in the United States and its territories. NMPRA maintains a listserv for all members, and all existing US/territory programs were members at the time of the survey. Med-peds interns, residents, and chief residents interested in HM were invited to participate in this study.

FD Survey

Forty-eight FDs, representing member institutions of the PHM Fellowship Directors’ Council, were surveyed via the PHM Fellowship Directors listserv.

Survey Instruments

We constructed two de novo surveys consisting of multiple-choice and short-answer questions (Appendix 1 and Appendix 2). To enhance the validity of survey responses, questions were designed and tested using an iterative consensus process among authors and additional participants, including current med-peds PHM fellows, PHM fellowship program directors, med-peds residency program directors, and current med-peds residents. These revisions were repeated for a total of four cycles. Items were created to increase knowledge on the following key areas: resident-perceived needs in fellowship training, impact of PHM subspecialty designation on career choices related to HM, health system structure of fellowship programs, and ability to accommodate med-peds clinical training within a PHM fellowship. A combined med-peds fellowship, as defined in the survey and referenced in this study, is a “combined internal medicine–pediatrics hospital medicine fellowship whereby you would remain eligible for PHM board certification.” To ensure a broad and inclusive view of potential needs of med-peds trainees considering fellowship, all respondents were asked to complete questions pertaining to anticipated fellowship needs regardless of their indicated interest in fellowship.

Data Collection

Survey completion was voluntary. Email identifiers were not linked to completed surveys. Study data were collected and managed by using Qualtrics XM. Only completed survey entries were included in analysis.

Statistical Methods and Data Analysis

R software version 4.0.2 (R Foundation for Statistical Computing) was used for statistical analysis. Demographic data were summarized using frequency distributions. The intent of the free-text questions for both surveys was qualitative explanatory thematic analysis. Authors EB, HL, and AJ used a deductive approach to identify common themes that elucidated med-peds resident–anticipated needs in fellowship and PHM program strategies and barriers to accommodate these needs. Preliminary themes and action items were reviewed and discussed among the full authorship team until consensus was reached.

RESULTS

Demographic Data

Resident Survey

A total of 466 med-peds residents completed the resident survey. There are approximately 1300 med-peds residents annually, creating an estimated response rate of 35.8% of all US med-peds residents. The majority (n = 380, 81.5%) of respondents were med-peds postgraduate years 1 through 3 and thus only eligible for PHM board certification via the PHM fellowship pathway (Table 1). Most (n = 446, 95.7%) respondents had considered a career in adult, pediatric, or combined HM at some point. Of those med-peds residents who considered a career in HM (Appendix Table 1), 92.8% (n = 414) would prefer to practice combined adult HM and PHM.

JHMVol16No8_Boggs02340818e_t1.JPG

FD Survey

Twenty-eight FDs completed the FD survey, representing 58.3% of 2019 PHM fellowship programs. Of the responding programs, 23 (82.1%) were associated with a freestanding children’s hospital, and 24 (85.7%) were integrated or affiliated with a health system that provides adult inpatient care (Table 2). Sixteen (57.1%) programs had a med-peds residency program at their institution.

JHMVol16No8_Boggs02340818e_t2.JPG

Med-Peds Resident Perceptions of PHM Fellowship

In considering the importance of PHM board certification for physicians practicing PHM, 59.0% (n= 275) of respondents rated board certification as “not at all important” (Appendix Table 2). Most (n = 420, 90.1%) med-peds trainees responded that PHM subspecialty designation “decreased” or “significantly decreased” their desire to pursue a career that includes PHM. Of the respondents who reported no interest in hospital medicine, eight (40%) reported that PHM subspecialty status dissuaded them from a career in HM at least a moderate amount (Appendix Table 3). Roughly one third (n=158, 33.9%) of respondents reported that PHM subspecialty designation increased or significantly increased their desire to pursue a career that includes adult HM (Appenidx Table 2). Finally, although the majority (n = 275, 59%) of respondents said they had no interest in a HM fellowship, 114 (24.5%) indicated interest in a combined med-peds HM fellowship (Appendix Table 1). Short-answer questions revealed that commitment to additional training on top of a 4-year residency program was a possible deterring factor, particularly in light of student loan debt and family obligations. Respondents reported adequate clinical training during residency as another deterring factor.

Med-Peds Resident–Perceived Needs in PHM Fellowship

Regardless of interest in completing a PHM fellowship, all resident survey respondents were asked how their ideal PHM fellowship should be structured. Almost all (n = 456, 97.9%) respondents indicated that they would prefer to complete a combined med-peds HM fellowship (Table 3), and most preferred to complete a fellowship in 2 years. Only 10 (2.1%) respondents preferred to complete a PHM fellowship alone in 2 or 3 years. More than half (n=253, 54.3%) of respondents indicated that it would be ideal to obtain a master’s degree as part of fellowship.

JHMVol16No8_Boggs02340818e_t3.JPG

Three quarters (n = 355, 75.8%) of med-peds residents reported that they would want 41% or more of clinical time in an ideal fellowship dedicated to adult HM. Importantly, most (n = 322, 69.1%) of the med-peds residents did not consider moonlighting alone in either PHM or adult HM to be enough to maintain training. In addition, many (n = 366, 78.5%) respondents felt that it was important or very important for scholarly work during fellowship to bridge pediatrics and internal medicine.

Short-answer questions indicated that the ability to practice both internal medicine and pediatrics during fellowship emerged as an important deciding factor, with emphasis on adequate opportunities to maintain internal medicine knowledge base (Figure). Similarly, access to med-peds mentorship was an important component of the decision. Compensation both during fellowship and potential future earnings was also a prominent consideration.

JHMVol16No8_Boggs02340818e_f1.JPG

Capacity of PHM Programs to Support Med-Peds Fellows

Fifteen (53.6%) FDs reported that their programs were able to accommodate both PHM and adult HM clinical time during fellowship, 11 (39.3%) were unsure, and 2 (7.1%) were unable to accommodate both (Table 2).

The options for adult HM clinical time varied by institution and included precepted time on adult HM, full attending privileges on adult HM, and adult HM time through moonlighting only. Short-answer responses from FDs with experience training med-peds fellows cited using PHM elective time for adult HM and offering moonlighting in adult HM as ways to address career goals of med-peds trainees. Scholarship time for fellows was preserved by decreasing required time on pediatric intensive care unit and complex care services.

Accessibility of Med-Peds Mentorship

As noted above, med-peds residents identified mentorship as an important factor in consideration of PHM fellowship. A total of 23 (82.1%) FDs reported their programs had med-peds faculty members within their PHM team (Table 2). The majority (n = 21, 91.3%) of those med-peds faculty had both PHM and adult HM clinical time.

DISCUSSION

This study characterized the ideal PHM fellowship structure from the perspective of med-peds residents and described the current ability of PHM fellowships to support med-peds residents. The majority of residents stated that they had no interest in an HM fellowship. However, for med-peds residents who considered a career in HM, 88.8% preferred to complete a combined internal medicine and pediatrics HM fellowship with close to half of clinical time dedicated to adult HM. Just over half (53.6%) of programs reported that they could currently accommodate both PHM and adult clinical time during fellowship, and all but two programs reported that they could accommodate both PHM and HM time in the future.

PHM subspecialty designation with associated fellowship training requirements decreased desire to practice HM among med-peds residents who responded to our survey. This reflects findings from a recently published study that evaluated whether PHM fellowship requirements for board certification influenced pediatric and med-peds residents’ decision to pursue PHM in 2018.4 Additionally, Chandrasekar et al4 found that 87% of respondents indicated that sufficient residency training was an important factor in discouraging them from pursuing PHM fellowship. We noted similar findings in our open-ended survey responses, which indicate that med-peds respondents perceived that the intended purpose of PHM fellowship was to provide additional clinical training, and that served as a deterrent for fellowship. However, the survey by Chandrasekar et al4 assessed only four factors for understanding what was important in encouraging pursuit of a PHM fellowship: opportunity to gain new skills, potential increase in salary, opportunity for a master’s degree, and increased prestige. Our survey expands on med-peds residents’ needs, indicating that med-peds residents want a combined med-peds/HM fellowship that allows them to meet PHM board-eligibility requirements while also continuing to develop their adult HM clinical practice and other nonclinical training objectives in a way that combines both adult HM and PHM. Both surveys demonstrate the role that residency program directors and other resident mentors can have in counseling trainees on the nonclinical training objectives of PHM fellowship, including research, quality improvement, medical education, and leadership and clinical operations. Additional emphasis can be placed on opportunities for an individualized curriculum to address the specific career aims of each resident.

In this study, med-peds trainees viewed distribution of clinical time during fellowship as an important factor in pursuing PHM fellowship. The perceived importance of balancing clinical time is not surprising considering that most survey respondents interested in HM ultimately intend to practice both PHM and adult HM. This finding corresponds with current practice patterns of med-peds hospitalists, the majority of whom care for both children and adults.4,5 Moonlighting in adult medicine was not considered sufficient, suggesting desire for mentorship and training integration on the internal medicine side. Opportunities for trainees to maintain and expand their internal medicine knowledge base and clinical decision-making outside of moonlighting will be key to meeting the needs of med-peds residents in PHM fellowship.

Fortunately, more than half of responding programs reported that they could allow for adult HM practice during PHM fellowship. Twelve programs were unsure if they could accommodate adult HM clinical time, and only two programs reported they could not. We suspect that the ability to support this training with clinical time in both adult HM and PHM is more likely available at programs with established internal medicine relationships, often in the form of med-peds residency programs and med-peds faculty. Further, these established relationships may be more common at pediatric health systems that are integrated or affiliated with an adult health system. Most PHM fellowships surveyed indicated that their pediatric institution had an affiliation with an adult facility, and most had med-peds HM faculty.

Precedent for supporting med-peds fellows is somewhat limited given that only five of the responding PHM fellowship programs reported having fellows with med-peds residency training. However, discrepancies between the expressed needs of med-peds residents and the current Accreditation Council for Graduate Medical Education (ACGME)–accredited PHM fellowship structure highlight opportunities to tailor fellowship training to support the career goals of med-peds residents. The current PHM fellowship structure consists of 26 educational units, with each unit representing 4 calendar weeks. A minimum of eight units are spent on each of the following: core clinical rotations, systems and scholarship, and individualized curriculum.10,11 The Society of Hospital Medicine has published core competencies for both PHM and adult HM, which highlight significant overlap in each field’s skill competency, particularly in areas such as quality improvement, legal issues and risk management, and handoffs and transitions of care.12,13 We contend that competencies addressed within PHM fellowship core clinical rotations may overlap with adult HM. Training in adult HM could be completed as part of the individualized curriculum with the ACGME, allowing adult HM practice to count toward this requirement. This would offer med-peds fellows the option to maintain their adult HM knowledge base without eliminating all elective time. Ultimately, it will be important to be creative in how training is accomplished and skills are acquired during both core clinical and individualized training blocks for med-peds trainees completing PHM fellowship.

In order to meet the expressed needs of med-peds residents interested in incorporating both adult HM and PHM into their future careers through PHM fellowship, we offer key recommendations for consideration by the ACGME, PHM FDs, and med-peds program directors (Figure). We encourage current PHM fellowship programs to establish relationships with adult HM programs to develop structured clinical opportunities that will allow fellows to gain the additional clinical training desired.

There were important limitations in this study. First, our estimated response rate for the resident survey was 35.8% of all med-peds residents in 2019, which may be interpreted as low. However, it is important to note that the survey was targeted to residents interested in HM. More than 25% of med-peds residents pursue a career in HM,5 suggesting our response rate may be attributed to residents who did not complete the survey because they were interested in other fields. The program director survey response rate was higher at 58.3%, though it is possible that response bias resulted in a higher response rate from programs with the ability to support med-peds trainees. Regardless, data from programs with the ability to support med-peds trainees are highly valuable in describing how PHM fellowship can be inclusive of med-peds–trained physicians interested in pursuing HM.

Both surveys were completed in 2019, prior to the ACGME accreditation of PHM fellowship, which likely presents new, unique challenges to fellowship programs trying to support the needs of med-peds fellows. However, insights noted above from programs with experience training med-peds fellows are still applicable within the constraints of ACGME requirements.

CONCLUSION

Many med-peds residents express strong interest in practicing HM and including PHM as part of their future hospitalist practice. With the introduction of PHM subspecialty board certification through the American Board of Pediatrics, med-peds residents face new considerations when choosing a career path after residency. The majority of resident respondents express the desire to spend a substantial portion of their clinical practice and/or fellowship practicing adult HM. A majority of PHM fellowships can or are willing to explore how to provide both pediatric and adult hospitalist training to med-peds residency–trained fellows. Understanding the facilitators and barriers to recruiting med-peds trainees for PHM fellowship ultimately has significant implications for the future of the PHM workforce. Incorporating the recommendations noted in this study may increase retention of med-peds providers in PHM by enabling fellowship training and ultimately board certification. Collaboration among the ACGME, PHM program directors, and med-peds residency program directors could help to develop PHM fellowship training programs that will meet the needs of med-peds residents interested in practicing PHM while still meeting ACGME requirements for PHM board eligibility.

Acknowledgment

The authors thank Dr Anoop Agrawal of National Med-Peds Residents’ Association (NMPRA).

References

1. Blankenburg B, Bode R, Carlson D, et al. National Pediatric Hospital Medicine Leaders Conference. Published April 4, 2013. https://medpeds.org/wp-content/uploads/2015/02/PediatricHospitalMedicineCertificationMeeting_Update.pdf
2. The American Board of Pediatrics. Pediatric Hospital Medicine Certification. Revised December 18, 2020. Accessed January 26, 2021. https://www.abp.org/content/pediatric-hospital-medicine-certification
3. Feldman LS, Monash B, Eniasivam A, Chang W. Why required pediatric hospital medicine fellowships are unnecessary. Hospitalist. 2016;10. https://www.the-hospitalist.org/hospitalist/article/121461/pediatrics/why-required-pediatric-hospital-medicine-fellowships-are
4. Chandrasekar H, White YN, Ribeiro C, Landrigan CP, Marcus CH. A changing landscape: exploring resident perspectives on pursuing pediatric hospital medicine fellowships. Hosp Pediatr. 2021;11(2):109-115. https://doi.org/10.1542/hpeds.2020-0034
5. O’Toole JK, Friedland AR, Gonzaga AMR, et al. The practice patterns of recently graduated internal medicine-pediatric hospitalists. Hosp Pediatr. 2015;5(6):309-314. https://doi.org/10.1542/hpeds.2014-0135
6. Donnelly MJ, Lubrano L, Radabaugh CL, Lukela MP, Friedland AR, Ruch-Ross HS. The med-peds hospitalist workforce: results from the American Academy of Pediatrics Workforce Survey. Hosp Pediatr. 2015;5(11):574-579. https://doi.org/10.1542/hpeds.2015-0031
7. Patwardhan A, Henrickson M, Laskosz L, Duyenhong S, Spencer CH. Current pediatric rheumatology fellowship training in the United States: what fellows actually do. Pediatr Rheumatol Online J. 2014;12(1):8. https://doi.org/10.1186/1546-0096-12-8
8. Howell E, Kravet S, Kisuule F, Wright SM. An innovative approach to supporting hospitalist physicians towards academic success. J Hosp Med. 2008;3(4):314-318. https://doi.org/10.1002/jhm.327
9. The National Med-Peds Residents’ Association. About. Accessed May 11, 2021. https://medpeds.org/about-nmpra/
10. Jerardi KE, Fisher E, Rassbach C, et al. Development of a curricular framework for pediatric hospital medicine fellowships. Pediatrics. 2017;140(1):e20170698.https://doi.org/10.1542/peds.2017-0698
11. ACGME Program Requirements for Graduate Medical Education in Pediatric Hospital Medicine. Pediatr Hosp Med. Published online July 1, 2020:55.
12. Maniscalco J, Gage S, Teferi S, Fisher ES. The Pediatric Hospital Medicine Core Competencies: 2020 Revision. J Hosp Med. 2020;15(7):389-394. https://doi.org/10.12788/jhm.3391
13. Nichani S, Crocker J, Fitterman N, Lukela M. Updating the Core Competencies in Hospital Medicine--2017 Revision: Introduction and Methodology. J Hosp Med. 2017;12(4):283-287. https://doi.org/10.12788/jhm.2715

References

1. Blankenburg B, Bode R, Carlson D, et al. National Pediatric Hospital Medicine Leaders Conference. Published April 4, 2013. https://medpeds.org/wp-content/uploads/2015/02/PediatricHospitalMedicineCertificationMeeting_Update.pdf
2. The American Board of Pediatrics. Pediatric Hospital Medicine Certification. Revised December 18, 2020. Accessed January 26, 2021. https://www.abp.org/content/pediatric-hospital-medicine-certification
3. Feldman LS, Monash B, Eniasivam A, Chang W. Why required pediatric hospital medicine fellowships are unnecessary. Hospitalist. 2016;10. https://www.the-hospitalist.org/hospitalist/article/121461/pediatrics/why-required-pediatric-hospital-medicine-fellowships-are
4. Chandrasekar H, White YN, Ribeiro C, Landrigan CP, Marcus CH. A changing landscape: exploring resident perspectives on pursuing pediatric hospital medicine fellowships. Hosp Pediatr. 2021;11(2):109-115. https://doi.org/10.1542/hpeds.2020-0034
5. O’Toole JK, Friedland AR, Gonzaga AMR, et al. The practice patterns of recently graduated internal medicine-pediatric hospitalists. Hosp Pediatr. 2015;5(6):309-314. https://doi.org/10.1542/hpeds.2014-0135
6. Donnelly MJ, Lubrano L, Radabaugh CL, Lukela MP, Friedland AR, Ruch-Ross HS. The med-peds hospitalist workforce: results from the American Academy of Pediatrics Workforce Survey. Hosp Pediatr. 2015;5(11):574-579. https://doi.org/10.1542/hpeds.2015-0031
7. Patwardhan A, Henrickson M, Laskosz L, Duyenhong S, Spencer CH. Current pediatric rheumatology fellowship training in the United States: what fellows actually do. Pediatr Rheumatol Online J. 2014;12(1):8. https://doi.org/10.1186/1546-0096-12-8
8. Howell E, Kravet S, Kisuule F, Wright SM. An innovative approach to supporting hospitalist physicians towards academic success. J Hosp Med. 2008;3(4):314-318. https://doi.org/10.1002/jhm.327
9. The National Med-Peds Residents’ Association. About. Accessed May 11, 2021. https://medpeds.org/about-nmpra/
10. Jerardi KE, Fisher E, Rassbach C, et al. Development of a curricular framework for pediatric hospital medicine fellowships. Pediatrics. 2017;140(1):e20170698.https://doi.org/10.1542/peds.2017-0698
11. ACGME Program Requirements for Graduate Medical Education in Pediatric Hospital Medicine. Pediatr Hosp Med. Published online July 1, 2020:55.
12. Maniscalco J, Gage S, Teferi S, Fisher ES. The Pediatric Hospital Medicine Core Competencies: 2020 Revision. J Hosp Med. 2020;15(7):389-394. https://doi.org/10.12788/jhm.3391
13. Nichani S, Crocker J, Fitterman N, Lukela M. Updating the Core Competencies in Hospital Medicine--2017 Revision: Introduction and Methodology. J Hosp Med. 2017;12(4):283-287. https://doi.org/10.12788/jhm.2715

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Discharge Planning Tool in the EHR

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Development of a discharge readiness report within the electronic health record—A discharge planning tool

According to the American Academy of Pediatrics clinical report on physicians' roles in coordinating care of hospitalized children, there are several important components of hospital discharge planning.[1] Foremost is that discharge planning should begin, and discharge criteria should be set, at the time of hospital admission. This allows for optimal engagement of parents and providers in the effort to adequately prepare patients for the transition to home.

As pediatric inpatients become increasingly complex,[2] adequately preparing families for the transition to home becomes more challenging.[3] There are a myriad of issues to address and the burden of this preparation effort falls on multiple individuals other than the bedside nurse and physician. Large multidisciplinary teams often play a significant role in the discharge of medically complex children.[4] Several challenges may hinder the team's ability to effectively navigate the discharge process such as financial or insurance‐related issues, language differences, or geographic barriers. Patient and family anxieties may also complicate the transition to home.[5]

The challenges of a multidisciplinary approach to discharge planning are further magnified by the limitations of the electronic health record (EHR). The EHR is well designed to record individual encounters, but poorly designed to coordinate longitudinal care across settings.[6] Although multidisciplinary providers may spend significant and well‐intentioned energy to facilitate hospital discharge, their efforts may go unseen or be duplicative.

We developed a discharge readiness report (DRR) for the EHR, an integrated summary of discharge‐related issues, organized into a highly visible and easily accessible report. The development of the discharge planning tool was the first step in a larger quality improvement (QI) initiative aimed at improving the efficiency, effectiveness, and safety of hospital discharge. Our team recognized that improving the flow and visibility of information between disciplines was the first step toward accomplishing this larger aim. Health information technology offers an important opportunity for the improvement of patient safety and care transitions7; therefore, we leveraged the EHR to create an integrated discharge report. We used QI methods to understand our hospital's discharge processes, examined potential pitfalls in interdisciplinary communication, determined relevant information to include in the report, and optimized ways to display the data. To our knowledge, this use of the EHR is novel. The objectives of this article were to describe our team's development and implementation strategies, as well as challenges encountered, in the design of this electronic discharge planning tool.

METHODS

Setting

Children's Hospital Colorado is a 413‐bed freestanding tertiary care teaching hospital with over 13,000 inpatient admissions annually and an average patient length of stay of 5.7 days. We were the first children's hospital to fully implement a single EHR (Epic Systems, Madison, WI) in 2006. This discharge improvement initiative emerged from our hospital's involvement in the Children's Hospital Association Discharge Collaborative between October 2011 and October 2012. We were 1 of 12 participating hospitals and developed several different projects within the framework of the initiative.

Improvement Team

Our multidisciplinary project team included hospitalist physicians, case managers, social workers, respiratory therapists, pharmacists, medical interpreters, process improvement specialists, clinical application specialists whose daily role is management of our hospital's EHR software, and resident liaisons whose daily role is working with residents to facilitate care coordination.

Ethics

The project was determined to be QI work by the Children's Hospital Colorado Organizational Research Risk and Quality Improvement Review Panel.

Understanding the Problem

To understand the perspectives of each discipline involved in discharge planning, the lead hospitalist physician and a process improvement specialist interviewed key representatives from each group. Key informant interviews were conducted with hospitalist physicians, case managers, nurses, social workers, resident liaisons, respiratory therapists, pharmacists, medical interpreters, and residents. We inquired about their informational needs, their methods for obtaining relevant information, and whether the information was currently documented in the EHR. We then used process mapping to learn each disciplines' workflow related to discharge planning. Finally, we gathered key stakeholders together for a group session where discharge planning was mapped using the example of a patient admitted with asthma. From this session, we created a detailed multidisciplinary swim lane process map, a flowchart displaying the sequence of events in the overall discharge process grouped visually by placing the events in lanes. Each lane represented a discipline involved in patient discharge, and the arrows between lanes showed how information is passed between the various disciplines. Using this diagram, the team was able to fully understand provider interdependence in discharge planning and longitudinal timing of discharge‐related tasks during the patient's hospitalization.

We learned that: (1) discharge planning is complex, and there were often multiple provider types involved in the discharge of a single patient; (2) communication and coordination between the multitude of providers was often suboptimal; and (3) many of the tasks related to discharge were left to the last minute, resulting in unnecessary delays. Underlying these problems was a clear lack of organized and visible discharge planning information within the EHR.

There were many examples of obscure and siloed discharge processes. Physicians were aware of discharge criteria, but did not document these criteria for others to see. Case management assessments of home health needs were conveyed verbally to other team members, creating the potential for omissions, mistakes, or delays in appropriate home health planning. Social workers helped families to navigate financial hurdles (eg, assistance with payments for prescription medications). However, the presence of financial or insurance problems was not readily apparent to front‐line clinicians making discharge decisions. Other factors with potential significance for discharge planning, such as English‐language proficiency or a family's geographic distance from the hospital, were buried in disparate flow sheets or reports and not available or apparent to all health team members. There were also clear examples of discharge‐related tasks occurring at the end of hospitalization that could easily have been completed earlier in the admission such as identifying a primary care provider (PCP), scheduling follow‐up appointments, and completing work/subhool excuses because of lack of care team awareness that these items were needed.

Planning the Intervention

Based on our learning, we developed a key driver diagram (Figure 1). Our aim was to create a DRR that organized important discharge‐related information into 1 easily accessible report. Key drivers that were identified as relevant to the content of the DRR included: barriers to discharge, discharge criteria, home care, postdischarge care, and last minute delays. We also identified secondary drivers related to the design of the DRR. We hypothesized that addressing the secondary drivers would be essential to end user adoption of the tool. The secondary drivers included: accessibility, relevance, ease of updating, automation, and readability.

jhm2212-fig-0001-m.png
Key driver diagram. This improvement tool is read from left to right and begins with our aim (left side of the diagram). We used key informant interviews and process mapping to identify the key drivers (center) that affect this aim. We then brainstormed changes or interventions (right side) to address the key drivers. Abbreviations: DRR, discharge readiness report; EHR, electronic health record; PCP primary care provider.

With the swim lane diagram as well as our primary and secondary drivers in mind, we created a mock DRR on paper. We conducted multiple patient discharge simulations with representatives from all disciplines, walking through each step of a patient hospitalization from registration to discharge. This allowed us to map out how preexisting, yet disparate, EHR data could be channeled into 1 report. A few changes were made to processes involving data collection and documentation to facilitate timely transfer of information to the report. For example, questions addressing potential barriers to discharge and whether a school/work excuse was needed were added to the admission nursing assessment.

We then moved the paper DRR to the electronic environment. Data elements that were pulled automatically into the report included: potential barriers to discharge collected during nursing intake, case management information on home care needs, discharge criteria entered by resident and attending physicians, PCP, home pharmacy, follow‐up appointments, school/work excuse information gathered by resident liaisons, and active patient problems drawn from the problem list section. These data were organized into 4 distinct domains within the final DRR: potential barriers, transitional care, home care, and discharge criteria (Table 1).

Discharge Readiness Report Domains
Discharge Readiness Report Domain Example Content
  • NOTE: Abbreviations: PCP, primary care provider.

Potential barriers to discharge Geographic location of the family, whether patient lives in more than 1 household, primary spoken language, financial or insurance concern, and need for work/subhool excuses
Transitional care PCP and home pharmacy information, follow‐up ambulatory and imaging appointments, and care team communications with the PCP
Home care Planned discharge date/time and home care needs assessments such as needs for special equipment or skilled home nursing
Discharge criteria Clinical, social, or other care coordination conditions for discharge

Additional features potentially important to discharge planning were also incorporated into the report based on end user feedback. These included hyperlinks to discharge orders, home oxygen prescriptions, and the after‐visit summary for families, and the patient's home care company (if present). To facilitate discharge and transitional care related communication between the primary team and subspecialty teams, consults involved during the hospitalization were included on the report. As home care arrangements often involve care for active lines and drains, they were added to the report (Figure 2).

jhm2212-fig-0002-m.png
Discharge readiness report. Illustration of the report in the electronic health record. Abbreviations: GI, gastrointestinal; GT, gastrostomy tube; ID, infectious disease; O2, oxygen; PCP, primary care provider; PIV, peripheral venous catheter; RLL, right lowerlobe; RMY, Rocky Mountain Youth; RT, respiratory therapy; UTI, urinary tract infection. © 2014 Epic Systems Corporation. Used with permission.

Implementation

The report was activated within the EHR in June 2012. The team focused initial promotion and education efforts on medical floors. Education was widely disseminated via email and in‐person presentations.

The DRR was incorporated into daily CCRs for medical patients in July 2012. These multidisciplinary rounds occurred after medical‐team bedside rounds, focusing on care coordination and discharge planning. For each patient discussed, the DRR was projected onto a large screen, allowing all team members to view and discuss relevant discharge information. A process improvement (PI) specialist attended CCRs daily for several months, educating participants and monitoring use of the DRR. The PI specialist solicited feedback on ways to improve the DRR, and timed rounds to measure whether use of the DRR prolonged CCRs.

In the first weeks postimplementation, the use of the DRR prolonged rounds by as much as 1 minute per patient. Based on direct observation, the team focused interventions on barriers to the efficient use of the report during CCRs including: the need to scroll through the report, which was not visible on 1 screen; the need to navigate between patients; the need to quickly update the report based on discussion; and the need to update discharge criteria (Figure 3).

jhm2212-fig-0003-m.png
Description of interventions and tests of change to address increased time to complete care coordination rounds (CCRs) postimplementation of the discharge readiness report (DRR). Abbreviations: EHR, electronic health record.

RESULTS

Creation of the final DRR required significant time and effort and was the culmination of a uniquely collaborative effort between clinicians, ancillary staff, and information technology specialists (Figure 4). The report is used consistently for all general medical and medical subspecialty patients during CCRs. After interventions were implemented to improve the efficiency of using the DRR during CCRs, the use of the DRR did not prolong CCRs. Members of the care team acknowledge that all sections of the report are populated and accurate. Though end users have commented on their use of the report outside of CCRs, we have not been able to formally measure this.

jhm2212-fig-0004-m.png
Time spent and key steps used to design and implement the discharge readiness report (DRR). Abbreviations: CCR, care coordination rounds; EHR, electronic health record; PDSA, Plan Do Study Act.

We have noticed a shift in the focus of discussion since implementation of the DRR. Prior to this initiative, care teams at our institution did not regularly discuss discharge criteria during bedside or CCRs. The phrase discharge criteria has now become part of our shared language.

Informally, the DRR appears to have reduced inefficiency and the potential for communication error. The practice of writing notes on printed patient lists to be used to sign‐out or communicate to other team members not in attendance at CCRs has largely disappeared.

The DRR has proven to be adaptable across patient units, and can be tailored to the specific transitional care needs of a given patient population. At discharge institution, the DRR has been modified for, and has taken on a prominent role in, the discharge planning of highly complex populations such as rehabilitation and ventilated patients.

DISCUSSION

Discharge planning is a multifaceted, multidisciplinary process that should begin at the time of hospital admission. Safe patient transition depends on efficient discharge processes and effective communication across settings.[8] Although not well studied in the inpatient setting, care process variability can result in inefficient patient flow and increased stress among staff.[9] Patients and families may experience confusion, coping difficulties, and increased readmission due to ineffective discharge planning.[10] These potential pitfalls highlight the need for healthcare providers to develop patient‐centered, systematic approaches to improving the discharge process.[11]

To our knowledge, this is the first description of a discharge planning tool for the EHR in the pediatric setting. Our discharge report is centralized, easily accessible by all members of the care team, and includes important patient‐specific discharge‐related information that be used to focus discussion and streamline multidisciplinary discharge planning rounds.

We anticipate that the report will allow the entire healthcare team to function more efficiently, decrease discharge‐related delays and failures based on communication roadblocks, and improve family and caregiver satisfaction with the discharge process. We are currently testing these hypotheses and evaluating several implementation strategies in an ongoing research study. Assuming positive impact, we plan to spread the use of the DRR to all inpatient care areas at our hospital, and potentially to other hospitals.

The limitations of this QI project are consistent with other initiatives to improve care. The challenges we encounter at our freestanding tertiary care teaching hospital with regard to effective discharge planning and multidisciplinary communication may not be generalizable to other nonteaching or community hospitals, and the DRR may not be useful in other settings. Though the report is now a part of our EHR, the most impactful implementation strategies remain to be determined. The report and related changes represent significant diversion from years of deeply ingrained workflows for some providers, and we encountered some resistance from staff during the early stages of implementation. The most important of which was that some team members are uncomfortable with technology and prefer to use paper. Most of this initial resistance was overcome by implementing changes to improve the ease of use of the report (Figure 3). Though input from end users and key stakeholders has been incorporated throughout this initiative, more work is needed to measure end user adoption and satisfaction with the report.

CONCLUSION

High‐quality hospital discharge planning requires an increasingly multidisciplinary approach. The EHR can be leveraged to improve transparency and interdisciplinary communication around the discharge process. An integrated summary of discharge‐related issues, organized into 1 highly visible and easily accessible report in the EHR has the potential to improve care transitions.

Disclosure

Nothing to report.

Files
References
  1. Lye PS. Clinical report—physicians' roles in coordinating care of hospitalized children. Pediatrics. 2010;126:829832.
  2. Burns KH, Casey PH, Lyle RE, Bird TM, Fussell JJ, Robbins JM. Increasing prevalence of medically complex children in US hospitals. Pediatrics. 2010;126:638646.
  3. Srivastava R, Stone BL, Murphy NA. Hospitalist care of the medically complex child. Pediatr Clin North Am. 2005;52:11651187, x.
  4. Bakewell‐Sachs S, Porth S. Discharge planning and home care of the technology‐dependent infant. J Obstet Gynecol Neonatal Nurs. 1995;24:7783.
  5. Proctor EK, Morrow‐Howell N, Kitchen A, Wang YT. Pediatric discharge planning: complications, efficiency, and adequacy. Soc Work Health Care. 1995;22:118.
  6. Samal L, Dykes PC, Greenberg J, et al. The current capabilities of health information technology to support care transitions. AMIA Annu Symp Proc. 2013;2013:1231.
  7. Walsh C, Siegler EL, Cheston E, et al. Provider‐to‐provider electronic communication in the era of meaningful use: a review of the evidence. J Hosp Med. 2013;8:589597.
  8. Kripalani S, Jackson AT, Schnipper JL, Coleman EA. Promoting effective transitions of care at hospital discharge: a review of key issues for hospitalists. J Hosp Med. 2007;2:314323.
  9. Kyriacou DN, Ricketts V, Dyne PL, McCollough MD, Talan DA. A 5‐year time study analysis of emergency department patient care efficiency. Ann Emerg Med. 1999;34:326335.
  10. Horwitz LI, Moriarty JP, Chen C, et al. Quality of discharge practices and patient understanding at an academic medical center. JAMA Intern Med. 2013;173(18):17151722.
  11. Tsilimingras D, Bates DW. Addressing postdischarge adverse events: a neglected area. Jt Comm J Qual Patient Saf. 2008;34:8597.
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According to the American Academy of Pediatrics clinical report on physicians' roles in coordinating care of hospitalized children, there are several important components of hospital discharge planning.[1] Foremost is that discharge planning should begin, and discharge criteria should be set, at the time of hospital admission. This allows for optimal engagement of parents and providers in the effort to adequately prepare patients for the transition to home.

As pediatric inpatients become increasingly complex,[2] adequately preparing families for the transition to home becomes more challenging.[3] There are a myriad of issues to address and the burden of this preparation effort falls on multiple individuals other than the bedside nurse and physician. Large multidisciplinary teams often play a significant role in the discharge of medically complex children.[4] Several challenges may hinder the team's ability to effectively navigate the discharge process such as financial or insurance‐related issues, language differences, or geographic barriers. Patient and family anxieties may also complicate the transition to home.[5]

The challenges of a multidisciplinary approach to discharge planning are further magnified by the limitations of the electronic health record (EHR). The EHR is well designed to record individual encounters, but poorly designed to coordinate longitudinal care across settings.[6] Although multidisciplinary providers may spend significant and well‐intentioned energy to facilitate hospital discharge, their efforts may go unseen or be duplicative.

We developed a discharge readiness report (DRR) for the EHR, an integrated summary of discharge‐related issues, organized into a highly visible and easily accessible report. The development of the discharge planning tool was the first step in a larger quality improvement (QI) initiative aimed at improving the efficiency, effectiveness, and safety of hospital discharge. Our team recognized that improving the flow and visibility of information between disciplines was the first step toward accomplishing this larger aim. Health information technology offers an important opportunity for the improvement of patient safety and care transitions7; therefore, we leveraged the EHR to create an integrated discharge report. We used QI methods to understand our hospital's discharge processes, examined potential pitfalls in interdisciplinary communication, determined relevant information to include in the report, and optimized ways to display the data. To our knowledge, this use of the EHR is novel. The objectives of this article were to describe our team's development and implementation strategies, as well as challenges encountered, in the design of this electronic discharge planning tool.

METHODS

Setting

Children's Hospital Colorado is a 413‐bed freestanding tertiary care teaching hospital with over 13,000 inpatient admissions annually and an average patient length of stay of 5.7 days. We were the first children's hospital to fully implement a single EHR (Epic Systems, Madison, WI) in 2006. This discharge improvement initiative emerged from our hospital's involvement in the Children's Hospital Association Discharge Collaborative between October 2011 and October 2012. We were 1 of 12 participating hospitals and developed several different projects within the framework of the initiative.

Improvement Team

Our multidisciplinary project team included hospitalist physicians, case managers, social workers, respiratory therapists, pharmacists, medical interpreters, process improvement specialists, clinical application specialists whose daily role is management of our hospital's EHR software, and resident liaisons whose daily role is working with residents to facilitate care coordination.

Ethics

The project was determined to be QI work by the Children's Hospital Colorado Organizational Research Risk and Quality Improvement Review Panel.

Understanding the Problem

To understand the perspectives of each discipline involved in discharge planning, the lead hospitalist physician and a process improvement specialist interviewed key representatives from each group. Key informant interviews were conducted with hospitalist physicians, case managers, nurses, social workers, resident liaisons, respiratory therapists, pharmacists, medical interpreters, and residents. We inquired about their informational needs, their methods for obtaining relevant information, and whether the information was currently documented in the EHR. We then used process mapping to learn each disciplines' workflow related to discharge planning. Finally, we gathered key stakeholders together for a group session where discharge planning was mapped using the example of a patient admitted with asthma. From this session, we created a detailed multidisciplinary swim lane process map, a flowchart displaying the sequence of events in the overall discharge process grouped visually by placing the events in lanes. Each lane represented a discipline involved in patient discharge, and the arrows between lanes showed how information is passed between the various disciplines. Using this diagram, the team was able to fully understand provider interdependence in discharge planning and longitudinal timing of discharge‐related tasks during the patient's hospitalization.

We learned that: (1) discharge planning is complex, and there were often multiple provider types involved in the discharge of a single patient; (2) communication and coordination between the multitude of providers was often suboptimal; and (3) many of the tasks related to discharge were left to the last minute, resulting in unnecessary delays. Underlying these problems was a clear lack of organized and visible discharge planning information within the EHR.

There were many examples of obscure and siloed discharge processes. Physicians were aware of discharge criteria, but did not document these criteria for others to see. Case management assessments of home health needs were conveyed verbally to other team members, creating the potential for omissions, mistakes, or delays in appropriate home health planning. Social workers helped families to navigate financial hurdles (eg, assistance with payments for prescription medications). However, the presence of financial or insurance problems was not readily apparent to front‐line clinicians making discharge decisions. Other factors with potential significance for discharge planning, such as English‐language proficiency or a family's geographic distance from the hospital, were buried in disparate flow sheets or reports and not available or apparent to all health team members. There were also clear examples of discharge‐related tasks occurring at the end of hospitalization that could easily have been completed earlier in the admission such as identifying a primary care provider (PCP), scheduling follow‐up appointments, and completing work/subhool excuses because of lack of care team awareness that these items were needed.

Planning the Intervention

Based on our learning, we developed a key driver diagram (Figure 1). Our aim was to create a DRR that organized important discharge‐related information into 1 easily accessible report. Key drivers that were identified as relevant to the content of the DRR included: barriers to discharge, discharge criteria, home care, postdischarge care, and last minute delays. We also identified secondary drivers related to the design of the DRR. We hypothesized that addressing the secondary drivers would be essential to end user adoption of the tool. The secondary drivers included: accessibility, relevance, ease of updating, automation, and readability.

jhm2212-fig-0001-m.png
Key driver diagram. This improvement tool is read from left to right and begins with our aim (left side of the diagram). We used key informant interviews and process mapping to identify the key drivers (center) that affect this aim. We then brainstormed changes or interventions (right side) to address the key drivers. Abbreviations: DRR, discharge readiness report; EHR, electronic health record; PCP primary care provider.

With the swim lane diagram as well as our primary and secondary drivers in mind, we created a mock DRR on paper. We conducted multiple patient discharge simulations with representatives from all disciplines, walking through each step of a patient hospitalization from registration to discharge. This allowed us to map out how preexisting, yet disparate, EHR data could be channeled into 1 report. A few changes were made to processes involving data collection and documentation to facilitate timely transfer of information to the report. For example, questions addressing potential barriers to discharge and whether a school/work excuse was needed were added to the admission nursing assessment.

We then moved the paper DRR to the electronic environment. Data elements that were pulled automatically into the report included: potential barriers to discharge collected during nursing intake, case management information on home care needs, discharge criteria entered by resident and attending physicians, PCP, home pharmacy, follow‐up appointments, school/work excuse information gathered by resident liaisons, and active patient problems drawn from the problem list section. These data were organized into 4 distinct domains within the final DRR: potential barriers, transitional care, home care, and discharge criteria (Table 1).

Discharge Readiness Report Domains
Discharge Readiness Report Domain Example Content
  • NOTE: Abbreviations: PCP, primary care provider.

Potential barriers to discharge Geographic location of the family, whether patient lives in more than 1 household, primary spoken language, financial or insurance concern, and need for work/subhool excuses
Transitional care PCP and home pharmacy information, follow‐up ambulatory and imaging appointments, and care team communications with the PCP
Home care Planned discharge date/time and home care needs assessments such as needs for special equipment or skilled home nursing
Discharge criteria Clinical, social, or other care coordination conditions for discharge

Additional features potentially important to discharge planning were also incorporated into the report based on end user feedback. These included hyperlinks to discharge orders, home oxygen prescriptions, and the after‐visit summary for families, and the patient's home care company (if present). To facilitate discharge and transitional care related communication between the primary team and subspecialty teams, consults involved during the hospitalization were included on the report. As home care arrangements often involve care for active lines and drains, they were added to the report (Figure 2).

jhm2212-fig-0002-m.png
Discharge readiness report. Illustration of the report in the electronic health record. Abbreviations: GI, gastrointestinal; GT, gastrostomy tube; ID, infectious disease; O2, oxygen; PCP, primary care provider; PIV, peripheral venous catheter; RLL, right lowerlobe; RMY, Rocky Mountain Youth; RT, respiratory therapy; UTI, urinary tract infection. © 2014 Epic Systems Corporation. Used with permission.

Implementation

The report was activated within the EHR in June 2012. The team focused initial promotion and education efforts on medical floors. Education was widely disseminated via email and in‐person presentations.

The DRR was incorporated into daily CCRs for medical patients in July 2012. These multidisciplinary rounds occurred after medical‐team bedside rounds, focusing on care coordination and discharge planning. For each patient discussed, the DRR was projected onto a large screen, allowing all team members to view and discuss relevant discharge information. A process improvement (PI) specialist attended CCRs daily for several months, educating participants and monitoring use of the DRR. The PI specialist solicited feedback on ways to improve the DRR, and timed rounds to measure whether use of the DRR prolonged CCRs.

In the first weeks postimplementation, the use of the DRR prolonged rounds by as much as 1 minute per patient. Based on direct observation, the team focused interventions on barriers to the efficient use of the report during CCRs including: the need to scroll through the report, which was not visible on 1 screen; the need to navigate between patients; the need to quickly update the report based on discussion; and the need to update discharge criteria (Figure 3).

jhm2212-fig-0003-m.png
Description of interventions and tests of change to address increased time to complete care coordination rounds (CCRs) postimplementation of the discharge readiness report (DRR). Abbreviations: EHR, electronic health record.

RESULTS

Creation of the final DRR required significant time and effort and was the culmination of a uniquely collaborative effort between clinicians, ancillary staff, and information technology specialists (Figure 4). The report is used consistently for all general medical and medical subspecialty patients during CCRs. After interventions were implemented to improve the efficiency of using the DRR during CCRs, the use of the DRR did not prolong CCRs. Members of the care team acknowledge that all sections of the report are populated and accurate. Though end users have commented on their use of the report outside of CCRs, we have not been able to formally measure this.

jhm2212-fig-0004-m.png
Time spent and key steps used to design and implement the discharge readiness report (DRR). Abbreviations: CCR, care coordination rounds; EHR, electronic health record; PDSA, Plan Do Study Act.

We have noticed a shift in the focus of discussion since implementation of the DRR. Prior to this initiative, care teams at our institution did not regularly discuss discharge criteria during bedside or CCRs. The phrase discharge criteria has now become part of our shared language.

Informally, the DRR appears to have reduced inefficiency and the potential for communication error. The practice of writing notes on printed patient lists to be used to sign‐out or communicate to other team members not in attendance at CCRs has largely disappeared.

The DRR has proven to be adaptable across patient units, and can be tailored to the specific transitional care needs of a given patient population. At discharge institution, the DRR has been modified for, and has taken on a prominent role in, the discharge planning of highly complex populations such as rehabilitation and ventilated patients.

DISCUSSION

Discharge planning is a multifaceted, multidisciplinary process that should begin at the time of hospital admission. Safe patient transition depends on efficient discharge processes and effective communication across settings.[8] Although not well studied in the inpatient setting, care process variability can result in inefficient patient flow and increased stress among staff.[9] Patients and families may experience confusion, coping difficulties, and increased readmission due to ineffective discharge planning.[10] These potential pitfalls highlight the need for healthcare providers to develop patient‐centered, systematic approaches to improving the discharge process.[11]

To our knowledge, this is the first description of a discharge planning tool for the EHR in the pediatric setting. Our discharge report is centralized, easily accessible by all members of the care team, and includes important patient‐specific discharge‐related information that be used to focus discussion and streamline multidisciplinary discharge planning rounds.

We anticipate that the report will allow the entire healthcare team to function more efficiently, decrease discharge‐related delays and failures based on communication roadblocks, and improve family and caregiver satisfaction with the discharge process. We are currently testing these hypotheses and evaluating several implementation strategies in an ongoing research study. Assuming positive impact, we plan to spread the use of the DRR to all inpatient care areas at our hospital, and potentially to other hospitals.

The limitations of this QI project are consistent with other initiatives to improve care. The challenges we encounter at our freestanding tertiary care teaching hospital with regard to effective discharge planning and multidisciplinary communication may not be generalizable to other nonteaching or community hospitals, and the DRR may not be useful in other settings. Though the report is now a part of our EHR, the most impactful implementation strategies remain to be determined. The report and related changes represent significant diversion from years of deeply ingrained workflows for some providers, and we encountered some resistance from staff during the early stages of implementation. The most important of which was that some team members are uncomfortable with technology and prefer to use paper. Most of this initial resistance was overcome by implementing changes to improve the ease of use of the report (Figure 3). Though input from end users and key stakeholders has been incorporated throughout this initiative, more work is needed to measure end user adoption and satisfaction with the report.

CONCLUSION

High‐quality hospital discharge planning requires an increasingly multidisciplinary approach. The EHR can be leveraged to improve transparency and interdisciplinary communication around the discharge process. An integrated summary of discharge‐related issues, organized into 1 highly visible and easily accessible report in the EHR has the potential to improve care transitions.

Disclosure

Nothing to report.

According to the American Academy of Pediatrics clinical report on physicians' roles in coordinating care of hospitalized children, there are several important components of hospital discharge planning.[1] Foremost is that discharge planning should begin, and discharge criteria should be set, at the time of hospital admission. This allows for optimal engagement of parents and providers in the effort to adequately prepare patients for the transition to home.

As pediatric inpatients become increasingly complex,[2] adequately preparing families for the transition to home becomes more challenging.[3] There are a myriad of issues to address and the burden of this preparation effort falls on multiple individuals other than the bedside nurse and physician. Large multidisciplinary teams often play a significant role in the discharge of medically complex children.[4] Several challenges may hinder the team's ability to effectively navigate the discharge process such as financial or insurance‐related issues, language differences, or geographic barriers. Patient and family anxieties may also complicate the transition to home.[5]

The challenges of a multidisciplinary approach to discharge planning are further magnified by the limitations of the electronic health record (EHR). The EHR is well designed to record individual encounters, but poorly designed to coordinate longitudinal care across settings.[6] Although multidisciplinary providers may spend significant and well‐intentioned energy to facilitate hospital discharge, their efforts may go unseen or be duplicative.

We developed a discharge readiness report (DRR) for the EHR, an integrated summary of discharge‐related issues, organized into a highly visible and easily accessible report. The development of the discharge planning tool was the first step in a larger quality improvement (QI) initiative aimed at improving the efficiency, effectiveness, and safety of hospital discharge. Our team recognized that improving the flow and visibility of information between disciplines was the first step toward accomplishing this larger aim. Health information technology offers an important opportunity for the improvement of patient safety and care transitions7; therefore, we leveraged the EHR to create an integrated discharge report. We used QI methods to understand our hospital's discharge processes, examined potential pitfalls in interdisciplinary communication, determined relevant information to include in the report, and optimized ways to display the data. To our knowledge, this use of the EHR is novel. The objectives of this article were to describe our team's development and implementation strategies, as well as challenges encountered, in the design of this electronic discharge planning tool.

METHODS

Setting

Children's Hospital Colorado is a 413‐bed freestanding tertiary care teaching hospital with over 13,000 inpatient admissions annually and an average patient length of stay of 5.7 days. We were the first children's hospital to fully implement a single EHR (Epic Systems, Madison, WI) in 2006. This discharge improvement initiative emerged from our hospital's involvement in the Children's Hospital Association Discharge Collaborative between October 2011 and October 2012. We were 1 of 12 participating hospitals and developed several different projects within the framework of the initiative.

Improvement Team

Our multidisciplinary project team included hospitalist physicians, case managers, social workers, respiratory therapists, pharmacists, medical interpreters, process improvement specialists, clinical application specialists whose daily role is management of our hospital's EHR software, and resident liaisons whose daily role is working with residents to facilitate care coordination.

Ethics

The project was determined to be QI work by the Children's Hospital Colorado Organizational Research Risk and Quality Improvement Review Panel.

Understanding the Problem

To understand the perspectives of each discipline involved in discharge planning, the lead hospitalist physician and a process improvement specialist interviewed key representatives from each group. Key informant interviews were conducted with hospitalist physicians, case managers, nurses, social workers, resident liaisons, respiratory therapists, pharmacists, medical interpreters, and residents. We inquired about their informational needs, their methods for obtaining relevant information, and whether the information was currently documented in the EHR. We then used process mapping to learn each disciplines' workflow related to discharge planning. Finally, we gathered key stakeholders together for a group session where discharge planning was mapped using the example of a patient admitted with asthma. From this session, we created a detailed multidisciplinary swim lane process map, a flowchart displaying the sequence of events in the overall discharge process grouped visually by placing the events in lanes. Each lane represented a discipline involved in patient discharge, and the arrows between lanes showed how information is passed between the various disciplines. Using this diagram, the team was able to fully understand provider interdependence in discharge planning and longitudinal timing of discharge‐related tasks during the patient's hospitalization.

We learned that: (1) discharge planning is complex, and there were often multiple provider types involved in the discharge of a single patient; (2) communication and coordination between the multitude of providers was often suboptimal; and (3) many of the tasks related to discharge were left to the last minute, resulting in unnecessary delays. Underlying these problems was a clear lack of organized and visible discharge planning information within the EHR.

There were many examples of obscure and siloed discharge processes. Physicians were aware of discharge criteria, but did not document these criteria for others to see. Case management assessments of home health needs were conveyed verbally to other team members, creating the potential for omissions, mistakes, or delays in appropriate home health planning. Social workers helped families to navigate financial hurdles (eg, assistance with payments for prescription medications). However, the presence of financial or insurance problems was not readily apparent to front‐line clinicians making discharge decisions. Other factors with potential significance for discharge planning, such as English‐language proficiency or a family's geographic distance from the hospital, were buried in disparate flow sheets or reports and not available or apparent to all health team members. There were also clear examples of discharge‐related tasks occurring at the end of hospitalization that could easily have been completed earlier in the admission such as identifying a primary care provider (PCP), scheduling follow‐up appointments, and completing work/subhool excuses because of lack of care team awareness that these items were needed.

Planning the Intervention

Based on our learning, we developed a key driver diagram (Figure 1). Our aim was to create a DRR that organized important discharge‐related information into 1 easily accessible report. Key drivers that were identified as relevant to the content of the DRR included: barriers to discharge, discharge criteria, home care, postdischarge care, and last minute delays. We also identified secondary drivers related to the design of the DRR. We hypothesized that addressing the secondary drivers would be essential to end user adoption of the tool. The secondary drivers included: accessibility, relevance, ease of updating, automation, and readability.

jhm2212-fig-0001-m.png
Key driver diagram. This improvement tool is read from left to right and begins with our aim (left side of the diagram). We used key informant interviews and process mapping to identify the key drivers (center) that affect this aim. We then brainstormed changes or interventions (right side) to address the key drivers. Abbreviations: DRR, discharge readiness report; EHR, electronic health record; PCP primary care provider.

With the swim lane diagram as well as our primary and secondary drivers in mind, we created a mock DRR on paper. We conducted multiple patient discharge simulations with representatives from all disciplines, walking through each step of a patient hospitalization from registration to discharge. This allowed us to map out how preexisting, yet disparate, EHR data could be channeled into 1 report. A few changes were made to processes involving data collection and documentation to facilitate timely transfer of information to the report. For example, questions addressing potential barriers to discharge and whether a school/work excuse was needed were added to the admission nursing assessment.

We then moved the paper DRR to the electronic environment. Data elements that were pulled automatically into the report included: potential barriers to discharge collected during nursing intake, case management information on home care needs, discharge criteria entered by resident and attending physicians, PCP, home pharmacy, follow‐up appointments, school/work excuse information gathered by resident liaisons, and active patient problems drawn from the problem list section. These data were organized into 4 distinct domains within the final DRR: potential barriers, transitional care, home care, and discharge criteria (Table 1).

Discharge Readiness Report Domains
Discharge Readiness Report Domain Example Content
  • NOTE: Abbreviations: PCP, primary care provider.

Potential barriers to discharge Geographic location of the family, whether patient lives in more than 1 household, primary spoken language, financial or insurance concern, and need for work/subhool excuses
Transitional care PCP and home pharmacy information, follow‐up ambulatory and imaging appointments, and care team communications with the PCP
Home care Planned discharge date/time and home care needs assessments such as needs for special equipment or skilled home nursing
Discharge criteria Clinical, social, or other care coordination conditions for discharge

Additional features potentially important to discharge planning were also incorporated into the report based on end user feedback. These included hyperlinks to discharge orders, home oxygen prescriptions, and the after‐visit summary for families, and the patient's home care company (if present). To facilitate discharge and transitional care related communication between the primary team and subspecialty teams, consults involved during the hospitalization were included on the report. As home care arrangements often involve care for active lines and drains, they were added to the report (Figure 2).

jhm2212-fig-0002-m.png
Discharge readiness report. Illustration of the report in the electronic health record. Abbreviations: GI, gastrointestinal; GT, gastrostomy tube; ID, infectious disease; O2, oxygen; PCP, primary care provider; PIV, peripheral venous catheter; RLL, right lowerlobe; RMY, Rocky Mountain Youth; RT, respiratory therapy; UTI, urinary tract infection. © 2014 Epic Systems Corporation. Used with permission.

Implementation

The report was activated within the EHR in June 2012. The team focused initial promotion and education efforts on medical floors. Education was widely disseminated via email and in‐person presentations.

The DRR was incorporated into daily CCRs for medical patients in July 2012. These multidisciplinary rounds occurred after medical‐team bedside rounds, focusing on care coordination and discharge planning. For each patient discussed, the DRR was projected onto a large screen, allowing all team members to view and discuss relevant discharge information. A process improvement (PI) specialist attended CCRs daily for several months, educating participants and monitoring use of the DRR. The PI specialist solicited feedback on ways to improve the DRR, and timed rounds to measure whether use of the DRR prolonged CCRs.

In the first weeks postimplementation, the use of the DRR prolonged rounds by as much as 1 minute per patient. Based on direct observation, the team focused interventions on barriers to the efficient use of the report during CCRs including: the need to scroll through the report, which was not visible on 1 screen; the need to navigate between patients; the need to quickly update the report based on discussion; and the need to update discharge criteria (Figure 3).

jhm2212-fig-0003-m.png
Description of interventions and tests of change to address increased time to complete care coordination rounds (CCRs) postimplementation of the discharge readiness report (DRR). Abbreviations: EHR, electronic health record.

RESULTS

Creation of the final DRR required significant time and effort and was the culmination of a uniquely collaborative effort between clinicians, ancillary staff, and information technology specialists (Figure 4). The report is used consistently for all general medical and medical subspecialty patients during CCRs. After interventions were implemented to improve the efficiency of using the DRR during CCRs, the use of the DRR did not prolong CCRs. Members of the care team acknowledge that all sections of the report are populated and accurate. Though end users have commented on their use of the report outside of CCRs, we have not been able to formally measure this.

jhm2212-fig-0004-m.png
Time spent and key steps used to design and implement the discharge readiness report (DRR). Abbreviations: CCR, care coordination rounds; EHR, electronic health record; PDSA, Plan Do Study Act.

We have noticed a shift in the focus of discussion since implementation of the DRR. Prior to this initiative, care teams at our institution did not regularly discuss discharge criteria during bedside or CCRs. The phrase discharge criteria has now become part of our shared language.

Informally, the DRR appears to have reduced inefficiency and the potential for communication error. The practice of writing notes on printed patient lists to be used to sign‐out or communicate to other team members not in attendance at CCRs has largely disappeared.

The DRR has proven to be adaptable across patient units, and can be tailored to the specific transitional care needs of a given patient population. At discharge institution, the DRR has been modified for, and has taken on a prominent role in, the discharge planning of highly complex populations such as rehabilitation and ventilated patients.

DISCUSSION

Discharge planning is a multifaceted, multidisciplinary process that should begin at the time of hospital admission. Safe patient transition depends on efficient discharge processes and effective communication across settings.[8] Although not well studied in the inpatient setting, care process variability can result in inefficient patient flow and increased stress among staff.[9] Patients and families may experience confusion, coping difficulties, and increased readmission due to ineffective discharge planning.[10] These potential pitfalls highlight the need for healthcare providers to develop patient‐centered, systematic approaches to improving the discharge process.[11]

To our knowledge, this is the first description of a discharge planning tool for the EHR in the pediatric setting. Our discharge report is centralized, easily accessible by all members of the care team, and includes important patient‐specific discharge‐related information that be used to focus discussion and streamline multidisciplinary discharge planning rounds.

We anticipate that the report will allow the entire healthcare team to function more efficiently, decrease discharge‐related delays and failures based on communication roadblocks, and improve family and caregiver satisfaction with the discharge process. We are currently testing these hypotheses and evaluating several implementation strategies in an ongoing research study. Assuming positive impact, we plan to spread the use of the DRR to all inpatient care areas at our hospital, and potentially to other hospitals.

The limitations of this QI project are consistent with other initiatives to improve care. The challenges we encounter at our freestanding tertiary care teaching hospital with regard to effective discharge planning and multidisciplinary communication may not be generalizable to other nonteaching or community hospitals, and the DRR may not be useful in other settings. Though the report is now a part of our EHR, the most impactful implementation strategies remain to be determined. The report and related changes represent significant diversion from years of deeply ingrained workflows for some providers, and we encountered some resistance from staff during the early stages of implementation. The most important of which was that some team members are uncomfortable with technology and prefer to use paper. Most of this initial resistance was overcome by implementing changes to improve the ease of use of the report (Figure 3). Though input from end users and key stakeholders has been incorporated throughout this initiative, more work is needed to measure end user adoption and satisfaction with the report.

CONCLUSION

High‐quality hospital discharge planning requires an increasingly multidisciplinary approach. The EHR can be leveraged to improve transparency and interdisciplinary communication around the discharge process. An integrated summary of discharge‐related issues, organized into 1 highly visible and easily accessible report in the EHR has the potential to improve care transitions.

Disclosure

Nothing to report.

References
  1. Lye PS. Clinical report—physicians' roles in coordinating care of hospitalized children. Pediatrics. 2010;126:829832.
  2. Burns KH, Casey PH, Lyle RE, Bird TM, Fussell JJ, Robbins JM. Increasing prevalence of medically complex children in US hospitals. Pediatrics. 2010;126:638646.
  3. Srivastava R, Stone BL, Murphy NA. Hospitalist care of the medically complex child. Pediatr Clin North Am. 2005;52:11651187, x.
  4. Bakewell‐Sachs S, Porth S. Discharge planning and home care of the technology‐dependent infant. J Obstet Gynecol Neonatal Nurs. 1995;24:7783.
  5. Proctor EK, Morrow‐Howell N, Kitchen A, Wang YT. Pediatric discharge planning: complications, efficiency, and adequacy. Soc Work Health Care. 1995;22:118.
  6. Samal L, Dykes PC, Greenberg J, et al. The current capabilities of health information technology to support care transitions. AMIA Annu Symp Proc. 2013;2013:1231.
  7. Walsh C, Siegler EL, Cheston E, et al. Provider‐to‐provider electronic communication in the era of meaningful use: a review of the evidence. J Hosp Med. 2013;8:589597.
  8. Kripalani S, Jackson AT, Schnipper JL, Coleman EA. Promoting effective transitions of care at hospital discharge: a review of key issues for hospitalists. J Hosp Med. 2007;2:314323.
  9. Kyriacou DN, Ricketts V, Dyne PL, McCollough MD, Talan DA. A 5‐year time study analysis of emergency department patient care efficiency. Ann Emerg Med. 1999;34:326335.
  10. Horwitz LI, Moriarty JP, Chen C, et al. Quality of discharge practices and patient understanding at an academic medical center. JAMA Intern Med. 2013;173(18):17151722.
  11. Tsilimingras D, Bates DW. Addressing postdischarge adverse events: a neglected area. Jt Comm J Qual Patient Saf. 2008;34:8597.
References
  1. Lye PS. Clinical report—physicians' roles in coordinating care of hospitalized children. Pediatrics. 2010;126:829832.
  2. Burns KH, Casey PH, Lyle RE, Bird TM, Fussell JJ, Robbins JM. Increasing prevalence of medically complex children in US hospitals. Pediatrics. 2010;126:638646.
  3. Srivastava R, Stone BL, Murphy NA. Hospitalist care of the medically complex child. Pediatr Clin North Am. 2005;52:11651187, x.
  4. Bakewell‐Sachs S, Porth S. Discharge planning and home care of the technology‐dependent infant. J Obstet Gynecol Neonatal Nurs. 1995;24:7783.
  5. Proctor EK, Morrow‐Howell N, Kitchen A, Wang YT. Pediatric discharge planning: complications, efficiency, and adequacy. Soc Work Health Care. 1995;22:118.
  6. Samal L, Dykes PC, Greenberg J, et al. The current capabilities of health information technology to support care transitions. AMIA Annu Symp Proc. 2013;2013:1231.
  7. Walsh C, Siegler EL, Cheston E, et al. Provider‐to‐provider electronic communication in the era of meaningful use: a review of the evidence. J Hosp Med. 2013;8:589597.
  8. Kripalani S, Jackson AT, Schnipper JL, Coleman EA. Promoting effective transitions of care at hospital discharge: a review of key issues for hospitalists. J Hosp Med. 2007;2:314323.
  9. Kyriacou DN, Ricketts V, Dyne PL, McCollough MD, Talan DA. A 5‐year time study analysis of emergency department patient care efficiency. Ann Emerg Med. 1999;34:326335.
  10. Horwitz LI, Moriarty JP, Chen C, et al. Quality of discharge practices and patient understanding at an academic medical center. JAMA Intern Med. 2013;173(18):17151722.
  11. Tsilimingras D, Bates DW. Addressing postdischarge adverse events: a neglected area. Jt Comm J Qual Patient Saf. 2008;34:8597.
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Journal of Hospital Medicine - 9(8)
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Journal of Hospital Medicine - 9(8)
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