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University of Bohol 
Graduate School & Professional Studies Department 
Tagbilaran City, Bohol, Philippines 
AS II - Nursing Services 
Administration Practice 
Tools to Manage and Evaluation Care: 
Clinical Pathway & Clinical Practice Guidelines 
Mary Ann Tejano Adiong, RN, USRN - Masterand
OBJECTIVES: 
At the end of this report, the student should be able to: 
1. Discuss the definition of clinical pathway and clinical practice 
guidelines. 
2. Identify all involved staff common goals and helping them to 
understand their roles in the entire care process. 
3. Discuss the framework for collecting and analysing data on 
the care process. 
4. Explain how to improve patient satisfaction through 
improved patient education e.g. better care giver-to-patient 
communication on the plan of care.
INTRODUCTION: 
The application of computers to 
generate, validate, secure and integrate 
healthcare data to support the decision 
making activities of clinical and 
administrative professional has added an 
entirely new dimension to the 
functioning of healthcare industry. 
Techniques of Quality Management Science 
are among the newer approaches to 
managing the delivery of healthcare. One 
such application of this science to 
healthcare is Clinical Pathways.
“Clinical Pathways (CP) is 
multidisciplinary plans of best 
clinical practice for specified 
groups of patients with a 
particular diagnosis that aid 
the coordination and delivery 
of high quality care. They are 
both, a tool and a concept, 
which embed guidelines, 
protocols and locally agreed, 
evidence-based, patient-centered, 
best practice, into 
everyday use for the 
individual patient”.
 Clinical Pathways are structured, 
multidisciplinary plans of care designed to 
support the implementation of clinical 
guidelines and protocols. 
 Introduced in the 1990’s in the UK and USA 
 Improve the continuity of care across 
disciplines 
 Step wise sequencing of care.
To improve patient care 
To maximize the efficient use of 
resources 
To help identify and clarify the 
clinical processes 
To support clinical 
effectiveness, clinical audit and 
risk management
 Facilitate introduction of guidelines 
to improve the quality of care 
 Improve multidisciplinary 
communication 
 Reach or exceed quality care 
standards 
 Decrease unwanted practice 
variation 
 Improve patient-clinician 
communication and patient 
satisfaction. 
 Identify research and development 
questions
AS ACTIVE MANAGEMENT TOOLS: 
 Eliminate prolonged lengths of stay 
arising from inefficiencies, allowing 
better use of resources 
 Reduce mistakes, duplication of effort 
and omission 
 Improve the quality of work for service 
providers 
 Improve communication with patients as 
to their expected course of treatment 
 Identify problems at the earliest 
opportunity and correct these promptly 
 Facilitate quality management and an 
outcomes focus
DISTINGUISH CRITICAL 
PATHWAYS FROM CLINICAL PROTOCOLS 
 Protocols are treatment recommendations 
that are often based on guidelines. Like the 
critical pathway, the goal of the clinical 
protocol may be to decrease treatment 
variation. 
 Protocols are most often focused on 
guideline compliance rather than the 
identification of rate-limiting steps in the 
patient care process. 
 In contrast to critical pathways, protocols 
may or may not include a continuous 
monitoring and data-evaluation component.
FOUR COMPONENTS OF A CLINICAL 
PATHWAY: 
 A Timeline, 
 Categories of care or activities and 
their interventions, 
 Intermediate and long-term outcome 
criteria, 
 Variance record
CLINICAL PATHWAY DEVELOPMENT 
PREREQUISITES: 
 Succeed when the decision to develop is taken on an organizational basis. 
 Senior management commitment and a strong medical and nursing lead 
are essential. 
 Pathway documentation is more likely to be used if it is simple, clear and 
user friendly. 
 The process of pathway development considers why tasks and 
interventions are performed, and by whom; since it promotes greater 
awareness of the role of each professional involved in the care cycle.
BASIS OF CRITICAL 
PATHWAY TECHNIQUE:
VARIATION: 
Systems variations 
Health and social care 
professional variations 
Patient variations
GUIDELINES FOR THE DEVELOPMENT 
AND IMPLEMENTATION: 
 Educate and obtain support from physicians and nurse, and 
establish a multidisciplinary team. 
 Identify potential obstacles to implementation. 
 Use Quality improvement methods and tools. 
 Determine staff interest and select Clinical Pathways to 
develop. 
 Collect Clinical Pathway data and medical record reviews of 
practice patterns. 
 Conduct literature review of clinical practice guidelines. 
 Develop variance analysis system and monitor the 
compliance with documentation on Clinical Pathways. 
 Use a pilot Clinical Pathway for 3 to 6 months; revise as 
needed.
Multi-disciplinary, multi-agency, clinical and administrative 
activities 
Structured Variance Tracking 
Local and National standards 
Evidence based, locally agreed, best practices 
Tests, charts, diagrams, information leaflets, satisfaction 
questionnaires, etc. 
Scales for measurement of clinical effectiveness 
Outcomes 
Freehand notes 
Scalability to add activities to a standard CP for 
individualized care for a particular patient 
Problem, Plan, Goal and Notes or similar structured 
freehand area
OPTIMUM DEVELOPMENT AND 
IMPLEMENTATION STRATEGIES: 
SELECT A TOPIC 
 Topic of high-volume, high-cost diagnoses and procedures. 
For example:- Critical pathway development for cardiovascular diseases and 
procedures 
SELECT A TEAM 
 Active physician participation and leadership is crucial 
 Representatives fromall groups 
EVALUATE THE CURRENT PROCESS OF CARE 
o Key to understanding current variation 
o A careful review of medical records 
o Identify the critical intermediate outcomes, rate-limiting steps, and high-cost 
areas on which to focus. 
EVALUATE MEDICAL EVIDENCE AND EXTERNAL PRACTICES 
 Evaluate the literature to identify evidence of best practices 
 In the absence of evidence, comparison with other institutions, or 
"benchmarking," is the most reasonable method to use.
DETERMINE THE CRITICAL PATHWAY 
FORMAT 
 The format of the pathway include a task-time 
matrix 
 spectrum of pathways of the medical record 
used as a simple checklist 
DOCUMENT AND ANALYZE VARIANCE 
o The most important processes in the critical 
pathway 
o Identification of factors the key features in 
process improvement 
o Variance in clinical pathways is a result of 
the omission of an action or the 
performance of an action at an 
inappropriate (often, a late) time period. 
o Team to concentrate on a few critical items 
in the pathway that have been identified in 
advance 
For example: length of stay in the intensive 
care unit
 Support the introduction of evidence-based medicine and use of clinical guidelines 
 Support clinical effectiveness, risk management and clinical audit 
 Improve multidisciplinary communication, teamwork and care planning 
 Can support continuity and co-ordination of care across different clinical disciplines and 
sectors; 
 Provide explicit and well-defined standards for care 
 Help reduce variations in patient care (by promoting standardization) 
 Help improve clinical outcomes; Help improve and even reduce patient documentation 
 Support training 
 Optimize the management of resources 
 Can help ensure quality of care and provide a means of continuous quality improvement 
 Support the implementation of continuous clinical audit in clinical practice 
 Support the use of guidelines in clinical practice 
 Help empower patients; Help manage clinical risk 
 Help improve communications between different care sectors 
 Disseminate accepted standards of care 
 Provide a baseline for future initiatives 
 Expected to help reduce risk; Expected to help reduce costs by shortening hospital 
stays
POTENTIAL PROBLEMS AND 
BARRIERS TO CLINICAL PATHWAYS: 
May appear to discourage personalized care 
Risk increasing litigation 
Don't respond well to unexpected changes in a 
patient's condition 
Suit standard conditions better than unusual or 
unpredictable ones 
Require commitment from staff and establishment of 
an adequate organizational structure 
Problems of introduction of new technology 
May take time to be accepted in the workplace 
Need to ensure variance and outcomes are properly 
recorded, audited and acted upon.
CPG’s are statement that include 
recommendations intended to optimize patient 
care that are informed by systematic review of 
evidence and an assessment of the benefits and 
harms of alternative care options. 
Committee on Standards for Developing Trustworthy 
CPG’s (IOM-AHRQ)
THE PROCESS FOR CLINICAL PRACTICE 
GUIDELINE CONTENT DEVELOPMENT
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES
CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES

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CLINICAL PATHWAY and CLINICAL PRACTICE GUIDELINES

  • 1. University of Bohol Graduate School & Professional Studies Department Tagbilaran City, Bohol, Philippines AS II - Nursing Services Administration Practice Tools to Manage and Evaluation Care: Clinical Pathway & Clinical Practice Guidelines Mary Ann Tejano Adiong, RN, USRN - Masterand
  • 2. OBJECTIVES: At the end of this report, the student should be able to: 1. Discuss the definition of clinical pathway and clinical practice guidelines. 2. Identify all involved staff common goals and helping them to understand their roles in the entire care process. 3. Discuss the framework for collecting and analysing data on the care process. 4. Explain how to improve patient satisfaction through improved patient education e.g. better care giver-to-patient communication on the plan of care.
  • 3. INTRODUCTION: The application of computers to generate, validate, secure and integrate healthcare data to support the decision making activities of clinical and administrative professional has added an entirely new dimension to the functioning of healthcare industry. Techniques of Quality Management Science are among the newer approaches to managing the delivery of healthcare. One such application of this science to healthcare is Clinical Pathways.
  • 4. “Clinical Pathways (CP) is multidisciplinary plans of best clinical practice for specified groups of patients with a particular diagnosis that aid the coordination and delivery of high quality care. They are both, a tool and a concept, which embed guidelines, protocols and locally agreed, evidence-based, patient-centered, best practice, into everyday use for the individual patient”.
  • 5.  Clinical Pathways are structured, multidisciplinary plans of care designed to support the implementation of clinical guidelines and protocols.  Introduced in the 1990’s in the UK and USA  Improve the continuity of care across disciplines  Step wise sequencing of care.
  • 6. To improve patient care To maximize the efficient use of resources To help identify and clarify the clinical processes To support clinical effectiveness, clinical audit and risk management
  • 7.  Facilitate introduction of guidelines to improve the quality of care  Improve multidisciplinary communication  Reach or exceed quality care standards  Decrease unwanted practice variation  Improve patient-clinician communication and patient satisfaction.  Identify research and development questions
  • 8. AS ACTIVE MANAGEMENT TOOLS:  Eliminate prolonged lengths of stay arising from inefficiencies, allowing better use of resources  Reduce mistakes, duplication of effort and omission  Improve the quality of work for service providers  Improve communication with patients as to their expected course of treatment  Identify problems at the earliest opportunity and correct these promptly  Facilitate quality management and an outcomes focus
  • 9. DISTINGUISH CRITICAL PATHWAYS FROM CLINICAL PROTOCOLS  Protocols are treatment recommendations that are often based on guidelines. Like the critical pathway, the goal of the clinical protocol may be to decrease treatment variation.  Protocols are most often focused on guideline compliance rather than the identification of rate-limiting steps in the patient care process.  In contrast to critical pathways, protocols may or may not include a continuous monitoring and data-evaluation component.
  • 10. FOUR COMPONENTS OF A CLINICAL PATHWAY:  A Timeline,  Categories of care or activities and their interventions,  Intermediate and long-term outcome criteria,  Variance record
  • 11. CLINICAL PATHWAY DEVELOPMENT PREREQUISITES:  Succeed when the decision to develop is taken on an organizational basis.  Senior management commitment and a strong medical and nursing lead are essential.  Pathway documentation is more likely to be used if it is simple, clear and user friendly.  The process of pathway development considers why tasks and interventions are performed, and by whom; since it promotes greater awareness of the role of each professional involved in the care cycle.
  • 12. BASIS OF CRITICAL PATHWAY TECHNIQUE:
  • 13. VARIATION: Systems variations Health and social care professional variations Patient variations
  • 14. GUIDELINES FOR THE DEVELOPMENT AND IMPLEMENTATION:  Educate and obtain support from physicians and nurse, and establish a multidisciplinary team.  Identify potential obstacles to implementation.  Use Quality improvement methods and tools.  Determine staff interest and select Clinical Pathways to develop.  Collect Clinical Pathway data and medical record reviews of practice patterns.  Conduct literature review of clinical practice guidelines.  Develop variance analysis system and monitor the compliance with documentation on Clinical Pathways.  Use a pilot Clinical Pathway for 3 to 6 months; revise as needed.
  • 15. Multi-disciplinary, multi-agency, clinical and administrative activities Structured Variance Tracking Local and National standards Evidence based, locally agreed, best practices Tests, charts, diagrams, information leaflets, satisfaction questionnaires, etc. Scales for measurement of clinical effectiveness Outcomes Freehand notes Scalability to add activities to a standard CP for individualized care for a particular patient Problem, Plan, Goal and Notes or similar structured freehand area
  • 16. OPTIMUM DEVELOPMENT AND IMPLEMENTATION STRATEGIES: SELECT A TOPIC  Topic of high-volume, high-cost diagnoses and procedures. For example:- Critical pathway development for cardiovascular diseases and procedures SELECT A TEAM  Active physician participation and leadership is crucial  Representatives fromall groups EVALUATE THE CURRENT PROCESS OF CARE o Key to understanding current variation o A careful review of medical records o Identify the critical intermediate outcomes, rate-limiting steps, and high-cost areas on which to focus. EVALUATE MEDICAL EVIDENCE AND EXTERNAL PRACTICES  Evaluate the literature to identify evidence of best practices  In the absence of evidence, comparison with other institutions, or "benchmarking," is the most reasonable method to use.
  • 17. DETERMINE THE CRITICAL PATHWAY FORMAT  The format of the pathway include a task-time matrix  spectrum of pathways of the medical record used as a simple checklist DOCUMENT AND ANALYZE VARIANCE o The most important processes in the critical pathway o Identification of factors the key features in process improvement o Variance in clinical pathways is a result of the omission of an action or the performance of an action at an inappropriate (often, a late) time period. o Team to concentrate on a few critical items in the pathway that have been identified in advance For example: length of stay in the intensive care unit
  • 18.  Support the introduction of evidence-based medicine and use of clinical guidelines  Support clinical effectiveness, risk management and clinical audit  Improve multidisciplinary communication, teamwork and care planning  Can support continuity and co-ordination of care across different clinical disciplines and sectors;  Provide explicit and well-defined standards for care  Help reduce variations in patient care (by promoting standardization)  Help improve clinical outcomes; Help improve and even reduce patient documentation  Support training  Optimize the management of resources  Can help ensure quality of care and provide a means of continuous quality improvement  Support the implementation of continuous clinical audit in clinical practice  Support the use of guidelines in clinical practice  Help empower patients; Help manage clinical risk  Help improve communications between different care sectors  Disseminate accepted standards of care  Provide a baseline for future initiatives  Expected to help reduce risk; Expected to help reduce costs by shortening hospital stays
  • 19. POTENTIAL PROBLEMS AND BARRIERS TO CLINICAL PATHWAYS: May appear to discourage personalized care Risk increasing litigation Don't respond well to unexpected changes in a patient's condition Suit standard conditions better than unusual or unpredictable ones Require commitment from staff and establishment of an adequate organizational structure Problems of introduction of new technology May take time to be accepted in the workplace Need to ensure variance and outcomes are properly recorded, audited and acted upon.
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  • 21. CPG’s are statement that include recommendations intended to optimize patient care that are informed by systematic review of evidence and an assessment of the benefits and harms of alternative care options. Committee on Standards for Developing Trustworthy CPG’s (IOM-AHRQ)
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  • 28. THE PROCESS FOR CLINICAL PRACTICE GUIDELINE CONTENT DEVELOPMENT