Measuring briefing and checklist compliance in surgery: a tool for quality improvement

Am J Med Qual. 2014 Nov-Dec;29(6):491-8. doi: 10.1177/1062860613509402. Epub 2013 Nov 22.

Abstract

Operating room briefings improve patient outcomes; however, implementation and methods to measure are lacking. A briefing audit tool was developed with 4 domains: briefing logistics, briefing basics, specific briefing content, and briefing participation. The tool evaluated preoperative briefings across surgical services at an academic medical center. Sixty-three preoperative briefings were observed. Introduction by name and role occurred in 15% of cases. There was a wide variation in discussion of the critical goals of the surgical procedure among services D (100%), A (26%), B (19%), and C (0%). Participation in the briefing was variable among stakeholders and between services. Verbal contributions were variable across all roles ranging from 65% (surgeons) to 11% (trainees and surgical technologist). Preoperative briefing compliance is variable. Deficiencies varied between service lines, possibly highlighting the need for service-specific customization of the briefing tool in surgery. This tool is a practical method for the study of briefing implementation.

Keywords: OR safety; audit; communication; preoperative briefing; teamwork.

Publication types

  • Observational Study

MeSH terms

  • Checklist / statistics & numerical data*
  • Communication
  • Humans
  • Operating Rooms / methods*
  • Operating Rooms / standards
  • Organizational Policy
  • Patient Care Team
  • Quality Improvement*
  • Surgical Procedures, Operative / methods*
  • Surgical Procedures, Operative / standards