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Documenting Evidence of Effectiveness in Your Approved Provider Unit Fall 2014 Webinar Series Ohio Nurses Association and Montana Nurses Association
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Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Dec 29, 2015

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Page 1: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Documenting Evidence of Effectiveness in Your Approved

Provider UnitFall 2014 Webinar Series

Ohio Nurses Association and

Montana Nurses Association

Page 2: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Series Planners & Faculty

Zandra Ohri, MA, MS, RN

CE Director, Ohio Nurses Association

Pam Dickerson, PhD, RN-BC, FAAN

CE Director, Montana Nurses Association

Terry Pope, MS, RN

President, Nursing Institute for CE

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Page 3: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Session 1Organizational Overview

• Objective: Identify evidence to support the structure, resources, goals and outcome measures for your provider unit.

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Page 4: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Disclaimer / Disclosures• Requirements for successful completion:

Attendance at event & turning in an evaluation form.

• Conflict of interest: Planners & faculty have declared no COI

• The Ohio Nurses Association (OBN-001-91) is accredited as a provider of continuing nursing education by the American Nurses Credentialing Center’s Commission on Accreditation.

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Page 5: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Structure of the System: ANCC

Accreditation

Accredited Providers Accredited Approvers

Approve

Approved Providers

Educational Activities

Contact Hours 5

Page 6: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Eligibility to Apply – Provider Unit

• Organizational Structure

• Nurse Planner

• Functional Status & Scope of Service

• Commercial Entity Exclusion

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Page 7: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Organizational Structure

• Single focused organization offering continuing nursing education (SFO)

• Distinct, separately functioning unit within a complex, multi-focused organization with autonomy for providing continuing nursing education (MFO)

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Page 8: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Nurse Planner

• One or more nurse planners; RN with minimum baccalaureate degree in nursing – must demonstrate competence to carry out nurse planner role

• Primary nurse planner administratively and operationally responsible for coordinating all aspects of CNE activities provided by the organization.

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Page 9: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Functional Status (new applicant)

• Activities / Duration: Must have planned, received approval for, implemented, and evaluated at least three activities using proper personnel and criteria / rules for minimum of six months prior to application for provider unit approval– Nurse planner involved– At least 60 minutes each– No jointly provided activities

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Page 10: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Target Audience

• If more than 50% of your activities are offered to nurses within your region and contiguous states, you are eligible to be an approved provider.

• For broader audiences, applicant must seek ANCC accreditation.

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Page 11: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

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Page 12: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Commercial Entity

• Entity producing, marketing, re-selling, or distributing healthcare goods or services consumed by, or used on, patients or an entity that is owned or controlled by another entity that…

• Commercial entity is not eligible to apply as a provider unit or for approval of individual activities.

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Page 13: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Intent to Apply

• Complete “Intent to Apply As a Provider Unit”; submit to your approver unit:

– New applicants: Submit before planning to submit provider application

- Renewing Applicant: Submit after receiving notification that you are within 6 months of your renewal date

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Page 14: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Accreditation Conceptual Framework

Nursing Professional

Development: Continuing

Nursing Education

Educational Design Process• Assessment of Learning Needs • Planning and Faculty• Design Principles • Achievement of Objectives

Educational Design Process• Assessment of Learning Needs • Planning and Faculty• Design Principles • Achievement of Objectives

Quality Outcomes• Evaluation Process• Evaluation Participation• Goals for Improvement• Value/Benefit to Nursing Professional Development

Quality Outcomes• Evaluation Process• Evaluation Participation• Goals for Improvement• Value/Benefit to Nursing Professional Development

Structural Capacity

• Commitment• Accountability• Leadership• Resources

Structural Capacity

• Commitment• Accountability• Leadership• Resources

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Page 15: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Organizational Overview – OO1

Demographic data:

• Description of provider unit – who are you, how many are involved in provider unit – scope & size, geographic area, content areas, target audience, types of activities, etc.

• Are you single focused (SFO) or multi-focused (MFO)

• How does your provider unit relate to the larger organization

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Page 16: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Example 1

• ABC Hospital provides full care to the population in 5 counties. We have 150 beds, an outpatient surgery,…. There are 400 RNs employed full time. The Education Dept. provides orientation to all employees, student placement, ACLS, PALs, CPR, CE and other required activities.

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Page 17: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Does this clearly describe the Provider Unit?

1. Yes

2. No

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Page 18: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Example 2

• The provider unit is located in the Education Dept at ABC Hospital. We have 1 Primary Nurse Planner, 5 Nurse Planners, and 2 key other personnel (size). We provide 60 different activities each year primarily for our nurses, but may open some programs to nurses in the surrounding 5 counties (target audience & scope). Our live activities and enduring materials activities (types of activities) are aimed primarily at clinical issues, leadership and EBP (content areas)…

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Page 19: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Does this better describe the provider unit?

1. Yes

2. No

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Page 20: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

OO2

• Lines of authority and administrative support– Names, credentials & positions of Primary

Nurse Planner (PNP), Nurse Planners and Other Key Personnel

– Position/role descriptions in relation to what do in the provider unit

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Page 21: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

OO2

• Organizational chart of the provider unit

• Organizational chart of the larger organization, if applicable

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Page 22: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

APU Organizational Chart• SAMPLE

• ORGANIZATIONAL CHART FOR THE PROVIDER UNIT• XYZ College of Nursing

• CE Provider Unit• Organizational Chart

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Mary Jackson, MS, RN-BCPrimary Nurse Planner

Director, CE Department

Administrative AssistantSandy Williams

Continuing Education

Advisory Council

(Nurse Planners)

Stephanie Baker, MSN, RN, BC, CNSJudy Wilkins, MSN, RNSue Walden, BSN, RN

Christina McNeil, MS, RN- BCLisa Trotter, PhD, RN-BC

Molly Moore, BSN, RN- BC

Janet Mathews, PhD, RNDean, College of Nursing

Dean

Page 23: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

APU Organizational ChartSAMPLE

ORGANIZATIONAL CHART FOR THE LARGER ORGANIZATION & PROVIDER UNIT

XYZ University

Organizational Chart

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Betty Smith, PhDPresident

Janet Mathews, PhD, RNDean, College of Nursing

Dean

Mary Jackson, MS, RN-BCPrimary Nurse Planner

Director, CE Department

Administrative AssistantSandy Williams

Continuing Education

Advisory Council

(Nurse Planners)

Stephanie Baker, MSN, RN, BC, CNSJudy Wilkins, MSN, RNSue Walden, BSN, RN

Christina McNeil, MS, RN- BCLisa Trotter, PhD, RN-BC

Molly Moore, BSN, RN- BC

College of Education

College of Social Work

Etc.

Page 24: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

003: Data collection and reporting

– Listing of activities that you have planned and presented in the past 12 months –

– Use spreadsheet (same as submit annually) • Items included are date of activity, title, target

audience, number of participants, number of contact hours awarded, joint providership (coprovidership), commercial support, sponsorship

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Page 25: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Provider Unit Goals – OO4a

• What were the measurable goals that you had for the past 12 months? Are goals written with outcomes in mind?

• Are goals specific to the scope of your provider unit? (see OO1)

• Are goals specific to the mission &

goals of the larger organization?

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Page 26: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Keys to Developing Goals

• Think about the “why”.

• Think about what data you will collect:

– to indicate whether or not the goal has been met.

– to show whether the provider

unit has made a difference.

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Page 27: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Which goal is related to the Provider Unit?

1. Contribute to the quality of patient care through certification of nurses.

2. Ensure all students are assigned a preceptor on the appropriate units.

3. Prevent falls.

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Page 28: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Quality Outcome Measures – OO4b

• What will you look for to indicate that your provider unit is effective?

• Possible options:– Learner engagement– Knowledge /skill gain; application– Cost effectiveness of operations –

cost / benefit analysis– Volume of “business” – how many more learners were

attracted when you offered intranet CE?– Others

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Page 29: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Which outcome measure is more clearly written?

1. Learner engagement.

2. At least 75% of activities will involve engagement of learners.

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Page 30: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Quality Outcome Measures – OO4c

• What will be the things you look for to indicate that your provider unit has made a difference in nursing practice and/or professional development (NPD)?

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Page 31: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

OO4c

• Possible options (not inclusive):

- Professional practice behaviors

- Leadership skills

- Critical thinking skills

- Nurse competency

- High quality care based on best available evidence

- Improvement in nursing practice

- Improvement in patient outcomes

- Improvement in nursing care delivery

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Page 32: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Is this an example of a quality outcome measure for NPD?

• Increase satisfaction and competency of the preceptor for new employees on each unit.

• 1. Yes • 2. No

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Page 33: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

YourProvider Unit Application

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Page 34: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Experience- Start early!!

- There needs to be internal consistency – examples given in one section should support comments made in other sections

- Reviewing the application enables the reviewer to “get inside the brain” of the nurse planner – extremely valuable in understanding the process used by the provider unit

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Page 35: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Provider Application: Hints for Preparing

• Convene the right team

• Review existing processes and activities in relation to the criteria

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Page 36: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Provider Application: Hints for Preparing

• Number all pages

• Keep data in sequence with criteria; use table of contents and labeled appendix if helpful

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Page 37: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Provider Application: Hints for Preparing

Double check:• Are all copies legible or

readable?• Are all pages numbered?• Are all questions answered?• Is there a table of contents?• Are charts or diagrams

labeled?• Are abbreviations defined?

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Page 38: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Provider Application: Hints for Preparing

• Have colleagues who didn’t write review for completeness and accuracy

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Page 39: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

Individual Activities

• Submit three individual activities that you have planned and presented in the past 12 months.

• Follow specific directions from your approver unit regarding the inclusion of material in your provider application.

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Page 40: Series Planners & Faculty Zandra Ohri, MA, MS, RN CE Director, Ohio Nurses Association Pam Dickerson, PhD, RN-BC, FAAN CE Director, Montana Nurses Association.

For Further InformationZandra Ohri, MA, MS, RN

Director, Continuing Education, ONA

Telephone: 614-448-1027

[email protected]

Pam Dickerson, PhD, RN-BC, FAAN

Director, Continuing Education

Montana Nurses Association

Telephone: 406-465-9126

[email protected]

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