Within Normal Limits: Navigating Medical Risks

Our guest is Anna Barr, a patient safety and risk manager with Copic, who joins us to talk about terminating the provider-patient relationship. The discussion starts by looking at the main considerations before terminating a patient: trying to mend the relationship by using effective communication and conflict resolution skills, assessing the clinical situation, the risk of abandonment, the possibility of discrimination, and the contractual obligations that may apply. Anna then highlights key termination steps such as notifying and assisting the patient, and documentation. She also talks about the benefits of having a practice-wide policy for non-compliance or disruptive behavior that can help prevent situations that may lead to termination.

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Disclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient’s specific condition.

This episode features Renee Blattman, a nurse and risk manager with Copic, who has 20 years of experience in the perioperative environment. The discussion focuses on the challenges and risks in this environment—a high-paced, high-volume, and fast-turnover setting, where there is a lot of pressure to keep the patients moving and the OR schedule tight. Renee talks about the growth and trends in ambulatory surgery centers along with the increased risks of discharge and follow-up care, as patients may need more education and support at home. In addition, she highlights how a culture of safety is essential and how this includes being proactive, collaborative, and mindful as a team.

Feedback or episode ideas email the show at [email protected]

Disclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient’s specific condition.

In this episode, our guest is Heather Westermeyer, a Patient Safety and Risk Manager with COPIC, and the topic is documentation. Heather highlights the role documentation plays in continuity of care—from ensuring an accurate medical history to supporting communication among providers. She also talks about how documentation serves a key purpose in legal protection/defense in medical liability issues and the importance of articulating your thought process. In addition, the discussion touches on best practices, standardized templates and protocols, and the dangers of copying and pasting.

Feedback or episode ideas email the show at [email protected]

Disclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient’s specific condition.

LaDonna Kelley, a nurse risk manager with COPIC, is the guest for this episode, which looks at patient safety and risk management for geriatric patients. LaDonna tells a personal story about the challenges with caring for this patient population and how certain situational factors impact their care experience. She mentions issues such as hearing limitations, technology, and mobility and being aware of these during interactions. The conversation also examines communication challenges and the importance of clear communication with geriatric patients.

Feedback or episode ideas email the show at [email protected]

Disclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient’s specific condition.

In this episode, we talk with Carrie Beth Roddy, a COPIC Patient Safety and Risk Manager, who joins Dr. Zacharias for a conversation on Just Culture. Carrie starts with defining the concept of Just Culture, explaining how it is being integrated into traditional medical culture, and the importance of using it to create opportunities to prevent future medical errors. We dig into the difference between human and system errors, factors that contribute to Just Culture’s success, how it facilitates more open discussions among providers while ensuring the highest level of safe treatment for patients, and ways that it supports meaningful interactions in the healthcare workplace.

Feedback or episode ideas email the show at [email protected]

Disclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient’s specific condition.

Anna Barr, a nurse risk manager with COPIC, joins us for this episode to talk about the benefits of using informed consent in your medical practice. Anna highlights how informed consent is a process (not just a form), the goals of shared decision making that guide this, and how it can be a tool to foster trust and understanding with patients. In addition, we look at what situations require informed consent and key considerations in how you approach the process. Anna also explains what informed refusal is, how this differs from “against medical advice,” and provides examples of when you may want to utilize it.

Feedback or episode ideas email the show at [email protected]

Disclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient’s specific condition.

This episode features COPIC Patient Safety and Risk Manager, Amanda Heinrichs, who discusses the importance of documentation—from sharing patient information with other medical team members to supporting care decisions. Amanda covers a wide breadth of documentation issues, such as limiting documentation to only facts about the case, moving past finger-pointing in the event of an undesirable outcome, and timely documentation to ensure quality of care. Furthermore, she talks about insights from attorneys, the pros and cons of using scribes, and conducting assessments to evaluate what is going on with patients to support your documentation.

Feedback or episode ideas email the show at [email protected]

Disclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient’s specific condition.

COPIC Patient Safety and Risk Manager Cindy Walsh is our guest to set the record straight on medical records retention—giving us insight into ethical obligations, key considerations when referring patients or closing a practice, and the importance of having a clear records maintenance/retention policy. Furthermore, Cindy outlines how regular record audits and attention to state mandates now can prevent retention headaches in the future.

Resources mentioned in the episode:

Medical record laws overview- www.HealthIT.gov

HIPAA- www.HHS.gov

Record retention ethics- https://www.ama-assn.org/

Feedback or episode ideas email the show at [email protected]

Disclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient’s specific condition.

Dr. Susan Sgambati, a colorectal surgeon and medical director with COPIC, is our guest on this episode that looks at the increased use of semaglutide medications driven by the popularity of Ozempic being used for weight loss. The discussion focuses on liability and risk issues, including recently issued FDA warning letters surrounding the use of compounded forms of the medication. Dr. Sgambati talks about how the medication works, side effects, how to assess patients who are interested in these medications, and other considerations as part of your evaluation.     

Feedback or episode ideas email the show at [email protected]

Disclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient’s specific condition.

Pamela Johnson—a nurse and Senior Manager of Practice Quality and Facilities Risk Management at COPIC—joins us for a discussion about data around patient falls in health care facilities. Pamela highlights the top three areas where falls occur in these settings and talks about top risk factors that contribute to these incidents. She also points to adjustments that can make an immediate preventative impact, such as proper lighting and pathways, the importance of environmental rounds, and dispels major myths about falls and healthcare.

CDC STEADI- Older Adult Fall Prevention https://www.cdc.gov/steadi/index.html

John Hopkins- Fall Prevention- https://www.hopkinsmedicine.org/health/wellness-and-prevention/preventing-falls

John Hopkins- Fall Risk Assessment- https://www.hopkinsmedicine.org/institute_nursing/_docs/JHFRAT/JHFRAT%20Tools/JHFRAT_acute%20care%20original_6_22_17.pdf

Feedback or episode ideas email the show at [email protected]

Disclaimer: Information provided in this podcast should not be relied upon for personal, medical, legal, or financial decisions and you should consult an appropriate professional for specific advice that pertains to your situation. Health care providers should exercise their professional judgment in connection with the provision of healthcare services. The information contained in this podcast is not intended to be, nor is it, a substitute for medical diagnosis, treatment, advice, or judgment relative to a patient’s specific condition.