3 May 2017

CASE STUDY - Cross referencing of patients between specialities

(This case study is on the complexity of operational process in patient care, and is based on challenges in managing cross referencing of patients between specialities.)



Situational background

A large and busy multi-speciality hospital is organized in various clinical departments and each department has divided its OPD days, emergency duties and surgery days (if applicable) between their team of consultants. As per its policy each admitted patients should be visited by the consultant in-charge at-least once in a day. Sometimes a patient admitted under a consultant may require a cross reference from a consultant of another speciality. In this situation, the process is that the consultant in-charge writes the orders for a cross reference from required speciality in patient’s record. The duty doctor then fills up a cross-reference form with necessary clinical details of the patient and send it to the HOD of respective department. The HOD then allocates it to one of their consultant, who should attend the patient and provide his opinion by documenting it in the patient’s record. 

However, frequently there are problems that is being encountered by doctors, nurses and even patients which are as described below.

Problems faced

1. Often time the cross reference gets delayed in attending. There could be multiple probable reasons for this. The consultant referred might already be busy with his/her patients which is naturally a priority for him/her (a portion of remuneration of the consultants gets determined by number of patients they admit and treat, and there is no compensation attached to attending a cross-reference patient). Secondly, mostly when the consultant plans out his schedule for entire day, he/she may not anticipate or allocate his/her time for attending cross-reference patients. As per some assumptions these delays are leading to increased stay of patient by an average of a day, resulting in patient dissatisfaction. The delay is even more pronounced if reference is sought from over-burdened departments such as Medicine and Surgery, which often is the case.

2. The delay in attending cross reference patients affects badly when the condition of patient is serious or reference is required on an urgent basis. As a working arrangement, most referring consultant had started to talk directly to their peer in relevant speciality, explaining them the seriousness/urgency so that delay can be avoided. However, since this depends upon the intent and activeness of the referring and referred doctor, sometimes grave consequences as high as death of the patients has been faced by the hospital

3. On a tacit note, most consultants perceive attending cross-reference an avoidable additional workload and there has been instances of negligence in some cases. Many times trainee or junior doctor from the speciality has been sent to attend the cross-reference, which at times may be beyond their capability. Sometimes, to save time, consultant having their OPD have asked the ward staff to send the referred patient to their OPD, causing much inconvenience to patient and staff. Several times, the consultant has just asked for patient’s record to be sent to his cabin and the reference advice has been given based on records and without even meeting the patients.

4. Documentation has been another problem as frequently, the referred doctor write scanty notes on patient’s records or would just pass on the advice to duty doctor without even writing anything. This has led to confusion for consultant in-charge and in several instance repeat cross-reference has been asked.

Measures attempted to address problems

This issue has been a regular agenda in the clinician’s meeting. All clinician agree that they face problems in managing their patients because of this issue. However, they equally give compelling reasons for why they can’t help avoiding delays. High workload and prioritizing patients has been cited as most common reasons for delay.
The clinical committee tried some measures to overcome this problem but no significant success has been achieved. The measures includes, adding a section in reference form to indicate if it is an urgent/semi-urgent/non-urgent reference, putting a time-frame for references to be attended, and asking duty doctor to follow up in case reference has not been attended on time.

Complexity in dealing with the problem

Dealing with the above situation may not be simple. There are several managerial issues involved in it. On first reading it might appear as an operational problem but when you think deeper you will realize HR, Economics, OB related issues also intertwined in it.  It is also important to note that any changes in cross referencing system may cast its effect on other operations of the hospital. For example, if you strictly implement time-bound attending of references, it may lead to increase in low quality referral advices. Or, if you decide to attach compensation to attending references you run a risk of increasing number of unnecessary cross references.

Approach to resolve this problem 

The case situation described above should be comprehended by taking all its ramification into consideration and come up with a balanced and feasible approach to improve it, which should have a minimal negative effect on other systems. Some specific thing must be considered while approaching its resolution are,
  • Understanding the level of its seriousness. Consider what and how much effect it has on patient safety, organization’s performance and patient satisfaction. What will happen if the issue is left un-resolved.
  • Relating motivational theories that can help in understanding Consultant’s behaviour in this case
  • Identifying underlying causes to the problems listed above and classifying them in suitable clusters such as HR, operations, policies, group behaviour etc.
  • Thinking about what additional information would be required to understanding the problem and its causes better. 
  • The situation may have one or more solution. It is imperative to assess how each solution are going to address the underlying causes. Also, it must be assessed what effect the solutions might have on other systems of the hospital.
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