We describe and explore the startup period of cross-functional improvement work in a typical small Norwegian hospital. The improvement work was part of a larger effort to introduce lean thinking in the hospital. The lean approach aimed to develop the hospital’s ability to continually improve cross functional work processes through designing these with coherent flows with the least amount of waste [15, 16]
The hospital had chosen value stream analysis as the preferred methodology, and specialist units with practical tasks in value streams should be a part of improvement work. A case emerged based on the collected data. A case study is useful for understanding both complex social occurrences and organizations [17]
We present data from two different time periods. The first dataset is a systematization of documents, observations, and field notes from the period May– November 2013. This information was originally gathered to document work conducted in a cross-functional group to improve stroke treatment. The second data source is interviews with five employees who participated in a cross-functional working group. The interviews were conducted between November 2022 and February 2023.
Participants
The participants in this study are nine employees who took part in an interdisciplinary improvement group. They comprised a neurologist, a specialist nurse from the intensive care unit, a biomedical laboratory scientist, a radiologist, a radiographer, a nurse from the emergency department, a MD employed by the medical department, a local head of the ambulance service, and a quality advisor in the director's leader group. Two of the participants in the interdisciplinary group were employed in cross-cutting divisions in the health trust. The representative from the ambulance service was affiliated with the Prehospital Services Division, and the biomedical laboratory scientist belonged to the Medical Services Division. All employees had many years of experience working in the hospital and were experienced clinicians.
Data collection
Data was collected between August 2022 and February 2023. It consists of documents and observations from the period June – October 2013 in connection with the startup phase of improving stroke treatment. This includes meeting minutes, action lists, flow charts, electronic mail exchanges, and some field notes. The field notes are important as observational data collected by the first author when working as an internal change agent in the cross-functional working group. These data are supplemented by five in-depth interviews with employees who participated in an interdisciplinary group. These comprise two MDs, an ambulance driver, a nurse, and an employee of the ambulance service. Interviews were conducted in the period November 2022 - February 2023 and transcribed verbatim.
Analysis
Field notes and documents were chronologically organized in order to gain an overview of activities in the startup phase of the work conducted in the cross functional improvement group during the period May to October 2013. The first author transcribed all interviews. A thematic analysis [18] was conducted to identify the main themes and concepts in accordance with the research question. All data was assessed as a complete set and read as a whole several times in the search for patterns and themes. The back-and-forth process between codes and possible themes involved reviewing relevant research and theoretical perspectives to help us understand the data. Development of the main and sub-themes was guided by the research question.
Ethical and methodological reflections
Conducting research as an insider is challenging [19].The first author of this study had a defined responsibility for organizing the interdisciplinary working group and his participation has potentially affected the outcomes of this study (data collection, analyses, and results). The co- authors participated in discussions about this matter, as it is important to obtain an adequate perspective on the author's own preconceptions. As a result, the first author has been forced to reflect on questions such as; why was it so important to involve practitioners? Or - why was it important that practitioners understood the necessity of changing the distribution of tasks between units?
Employees who participated in the cross-functional working group voluntarily consented to participate in this study and completed informed written consent form.
The case –cross functional improvement work to enhance stroke treatment.
In May 2013, a concerned senior neurologist met up at the office to the hospital`s quality advisor. The MD had recently participated in a national stroke forum, which made her realize that patients suffering from stroke received poor-quality care at our hospital. According to the neurologist, poor organizing resulted in a delay in providing intravenous drug treatment to dissolve a blood clot in the brain. She called for immediate action, as patients with blood clots suffer extensive brain cell damage for every minute the condition remains untreated. The quality advisor agreed and suggested establishing an improvement group consisting of representatives from all specialized units involved in the treatment process. The neurologist objected, as she thought such a strategy would delay improvements. What she needed was the quality advisor’s help to reformulate procedures in the quality system – and then ensure formal approval among hospital leaders. This should then be sent to all involved units with instructions to follow the new standard. After a discussion, the neurologist agreed to carry out the work using a group, on condition that the quality advisor took responsibility for gathering representatives from all the involved units
At the next leader meeting, the quality advisor asked managers to support this work by selecting suitable representatives to form an interdisciplinary group. The selection should be based on two criteria. Firstly, the participants must possess good practical knowledge of the stroke treatment practice in the unit. Secondly, they must have a high professional reputation among employees in their own unit.
The cross-functional stroke improvement group had its first meeting four weeks later. The participants consisted of eight skilled professionals without any formal leadership position. In total, the group represented about 300 employees working in ambulances, emergency departments, radiology, intensive care, medical biochemistry, neurology, and as MDs. Prior to the meeting, the quality advisor arranged the meeting room. Eight chairs were set up in a semicircle in the middle of the room. Yellow and red post-it sticky notes and a pen were placed in front of each chair. After all participants had introduced themselves, the quality advisor put two notes on the wall. These represented the first (ambulance picks up patient) and last task (patient receives treatment to dissolve blood clot in brain) of the entire stroke work process at the hospital. Participants were told to write every work task their unit performed when treating stroke patients and place these notes on the wall. A couple of the professionals were alert, and the quality advisor sensed that unrest was spreading in the group. One participant approached the quality advisor and said: "Is the problem that you don't you know how we work as professionals?" One MD shook his head and said, "We don't have time for such nonsense, I believe we need to work more efficiently. Let's start changing the stroke procedure, that's why we're here." The quality advisor ignored these inputs. He had noticed that the ambulance driver and nurse from the emergency department were in the process of writing down tasks and asked them to put their notes on the wall and explain the tasks to the rest of the group. One of the notes from the ambulance driver read; "driving the patient to the municipal emergency room". One of the MDs now raised his voice and exclaimed: 'No, you can't do that, it delays the treatment'. The representative from the ambulance service explained that they had been told by the municipal MDs to stop by the municipal emergency room as this would ensure that the patient was "properly medically clarified". The quality advisor said this was important information and explained that the red notes placed in front of the chairs could be used to register what the participants perceived as bottlenecks in the care process. He told the MD who had provided input to write; "delay" on a red note and place it on the wall in connection with the ambulance driver's description of the action. The next person to place task notes on the wall was the nurse from the emergency room. One of the notes read "conducts patient examination – takes vital parameters". Both the ambulance driver and the MD then told the nurse that this action was unnecessary and delayed treatment because these data had already been gathered. The emergency department nurse responded that this was a standard routine for all patients, and nurses were instructed to do it by their manager. Again, the quality advisor requested that this should be written on a red post it note and placed on the wall. Several of the clinical staff now began to write notes describing tasks performed in their unit and placed them on the wall. The neurologist hung up a note that read "order emergency X-ray examination", and at the same time a red bottleneck-note, which read; "unnecessary waiting". The participant from the X-ray department now reacted, raising his voice in an annoyed manner. He approached the neurologist and said: 'We`re doing the best we can, but equipment is always in use by another patient. Surely, we can't just evict another patient who has nearly completed an extensive examination? ». The quality advisor interrupted this somewhat heated discussion, stating that the issue could not be resolved at today’s meeting. At this stage of the meeting, activity in the group increased, participants brought up more yellow notes outlining tasks and several red notes describing bottlenecks. Over/During the next two hours, more than 60 task notes were placed on the wall and over 20 bottlenecks identified. Figure 1 presents a simplified version of the survey conducted in the group at this meeting.
At the end of this session several participants commented that they had doubts about whether all tasks and bottlenecks had been included in the map. To gain better knowledge, the group decided to collect more data by observing the stroke practice before the next meeting.
Two weeks later the cross-functional stroke improvement group met again. The participants had new information. A MD, involved in the treatment of a stroke patient had noticed that treatment had been postponed due to the patient`s high blood pressure. The MD applied a red bottleneck tag on the wall that read "high blood pressure". The ambulance driver replied, «perhaps ambulance personnel could prescribe drugs to patients to lower blood pressure before arrival at the hospital?” The intensive care nurse had also experienced a new bottleneck, as treatment had been delayed because of the time required to insert a peripheral venous catheter. The ambulance driver replied; they had time to insert venous catheters during transport to the hospital, but he had another issue. Several of his colleagues thought it was difficult to assess stroke diagnosis because similar symptoms could occur in other medical conditions. The neurologist replied that the MD at the hospital could help in such cases. She said paramedics could get a direct number for the neurological doctor on duty at the hospital, and in case of doubt, they could call for professional support 24/7.
At the end of the second meeting the participants agreed that the wall-map now represented a credible picture of how tasks were distributed in the entire workflow. As the group assessed the entire care path the quality advisor asked: Is this design well suited for the purpose of providing the patient with the fastest possible treatment? The clinicians smiled exasperatedly and shook their head, - all participants agreed that the design was weak. They summarized that delay in treatment was due to: Patients being diagnosed several times by different actors, and four separate transport stages with delays between each stage. Finally, the process was slow because all units were unprepared when the patient arrived. Employees lacked knowledge of the arrival of a stroke patient and conflicts arose because everyone was busy solving other tasks. The quality advisor then posed the following question to the participants: 'Who decided that the hospital should organize stroke treatment in this way? Several of the employees laughed, and one said: "It is obvious that whoever designed it was not a genius!". At the end of the meeting the group agreed to meet again two weeks later in order to work out a redesigned standard for stroke treatment.