Introduction

Top 1011 Peer Review Best Practices with Paul Verardi

 You’ve asked.  We’ve listened.

And now our peer review expertise is readily available to you.

Whenever you need it. How often you need it.
Right in your own hospital.

_
After 30 years of working in the trenches with physician and hospital leaders, and after conducting innumerable onsite training sessions and national physician leadership courses, HortySpringer’s Paul Verardi has now created an 11-session on-demand education and training series that covers the full gamut of “peer review” activities.
The main messages from this series are clear:

  1. The “peer review” world has changed dramatically — and for the better!
    Purge the past! Be willing to learn from your colleagues around the country and from those of us who have been privileged to serve them. Be unwilling to simply accept the “status quo” of peer review – which in most hospitals continues to be ineffective and destructive, and completely fails to achieve the two main goals of promoting patient safety and practitioner success!
  1. Remember the bottom line — if it is not practical and doable… it is absolutely nothing!
  1. Follow the step-by-step guidance in this series, utilize the numerous tools provided, and truly transform your processes and your culture!
  1. And then, use the sessions as enduring resources in the coming years to reinforce the best practices, train your “new” leaders and reviewers, and ensure that the gains you achieve now remain ingrained in your culture!

This series is designed to be viewed as a whole, with the sessions being like gears in a watch. But it has also been developed so that if you only need assistance with several aspects of this complex area, each individual session delivers on our commitment to provide you with substantive, concrete guidance and to not waste one single minute of your time — i.e., the “no fluff” rule!

Lastly, to move the industry ball forward, promote engagement in your hospital, and truly help you achieve transformation, we have also secured Category I CME credits and NAMSS credits for each session.

We hope that you will choose to join us!

 An On Demand Education Series Based on Lessons Learned from Many Trenches!

(Invest a couple of hours a month for the next several months…at your convenience… and transform your culture for the next decade!)

_

View Sessions_______Pricing 

Sessions

Description:

This session analyzes and provides guidance regarding the four essential building blocks that form the foundation for a successful PPE process.

Preview Video
Session 1:

Four Top Foundation Principles for PPE Success!

Presented by: Paul A. Verardi View Supplementary Materials

Description:

This session discusses the rationale for both committees and how they function. It also reviews specific recommended Bylaws language that outlines the composition and duties for these two centerpieces of a constructive and effective PPE process.

Preview Video
Session 2:

A “Leadership Council” and “CPE” (Committee for Professional Enhancement) Are the Centerpieces of Modern and Constructive PPE

Presented by: Paul A. Verardi View Supplementary Materials

Description:

This session takes a step-by-step walk through our recommended clinical review process, which we have developed through our work with hundreds of Medical Staffs.

Preview Video
Session 3:

Step-By-Step Process for Addressing Clinical Concerns

Presented by: Paul A. Verardi View Supplementary Materials

Description:

In this session, we carefully review our recommended Case Review Form (which is also provided in the supplemental materials), and we empower your physicians with a discussion of all the legal protections available to them when they share their expertise as part of PPE activities.

Preview Video
Session 4:

Reviewing Cases Is an Acquired Skill – Empower Reviewers with Training and an Effective Case Review Form

Presented by: Paul A. Verardi View Supplementary Materials

Description:

This session addresses important issues such as how to appropriately respond to individuals who report concerns, when it is appropriate to use simple “awareness interventions” with colleagues with no formal fact-finding, and the need to be wary of psychiatric evaluations in this context.

Preview Video
Session 5:

Step-By-Step Process for Addressing Behavior Concerns

Presented by: Paul A. Verardi View Supplementary Materials

Description:

This session gives specific and concrete advice on provisions that need to be in your Practitioner Health Policy in order to appropriately address the difficult issues that arise.

Preview Video
Session 6:

Step-By-Step Process for Addressing Health Concerns

Presented by: Paul A. Verardi View Supplementary Materials

Description:

This session outlines our recommended step-by-step processes, which include a number practical (albeit non-traditional) suggestions that have worked extremely well for many Medical Staffs.

Preview Video
Session 7:

Step-By-Step Processes for OPPE and FPPE to Confirm the Competence and Professionalism of New Members

Presented by: Paul A. Verardi View Supplementary Materials

Description:

There are three, discrete “medical necessity and utilization” issues that  commonly arise on Medical Staffs. This session identifies them and provides guidance on how each one should be addressed as part of your PPE processes.

Preview Video
Session 8:

Step-by-Step Process for Addressing Medical Necessity and Utilization Issues as Core Components of Your PPE Process

Presented by: Paul A. Verardi View Supplementary Materials

Description:

This session focuses on how to carefully plan these sessions in advance and how to document them afterwards – all with the goal of being “one and done!” We also touch on the related issue of where the documentation of these efforts should live and whether your colleague who was the subject of the session has access to it.  (Hint:  Have a clear policy on this!)

Preview Video
Session 9:

Effective Collegial Counseling – How to Be “One and Done!” (And How to Document It, Where the Documentation Is Kept, and Who Has Access to It)

Presented by: Paul A. Verardi View Supplementary Materials

Description:

This session focuses on how the CPE and Leadership Council can develop “VEPs” (Voluntary Enhancement Plans) that address the more significant clinical and behavior issues and that actually work!

Preview Video
Session 10:

Voluntary Enhancement Plan Options for Both Clinical and Behavior Issues – That Actually Work!

Presented by: Paul A. Verardi View Supplementary Materials

Description:

This session breaks down and simplifies this complex area and provides you with a very non-traditional – but very effective – tool for your Medical Staff to incorporate into your Medical Staff Bylaws and PPE Policies.

Preview Video
Session 11:

Managing Conflicts of Interest – Pure and Simple, the Traditional Way Doesn’t Work. Walk into the Light!

Presented by: Paul A. Verardi View Supplementary Materials

Learning Objectives

Session 1:  Four Top Foundation Principles for PPE Success!

Upon completion of this audio conference, participants will be able to:

      • Identify the four top foundation principles for PPE success and incorporate them into the Medical Staff’s PPE processes
      • Identify several traditional elements contained in most peer review systems that generally condemn those systems to ineffectiveness and inefficiency, and eliminate them from the Medical Staff’s systems
      • Utilize best practice tips and tools for effectively obtaining input from a colleague when clinical or behavior concerns have been identified.

Session 1: CME Information Summary

Session 2:  A “Leadership Council” and “CPE” (Committee for Professional Enhancement) Are the Centerpieces of Modern and Constructive PPE

Upon completion of this session, participants will be able to:

      • Identify the two Medical Staff committees that are essential for modern and constructive PPE and incorporate them into the Medical Staff Bylaws and related policies.
      • Describe the recommended composition, role, and reporting responsibilities of a Leadership Council.
      • Describe the recommended composition, role, and reporting responsibilities of a Committee for Professional Enhancement.

Session 2: CME Information Summary

Session 3:  Step-By-Step Process for Addressing Clinical Concerns

Upon completion of this On-Demand session, participants will be able to:

      • Describe the legal, regulatory, and human costs of failing to do clinical “peer review” in an appropriate manner.
      • Implement a step-by-step “best practice” review process for addressing clinical concerns in a consistent, effective, and constructive manner.
      • Revise Medical Staff Bylaws and policies to reflect the modified role of a Medical Executive Committee in modern PPE activities.

Session 3: CME Information Summary

Session 4:  Reviewing Cases Is an Acquired Skill – Empower Reviewers with Training and an Effective Case Review Form

Upon completion of this On-Demand session, participants will be able to:

      • Identify the several different options for obtaining specialty expertise in the review of a clinical concern and select the option that best fits a particular Medical Staff’s culture.
      • Describe the various legal protections that are available for Clinical Specialty Reviewers and incorporate language in Medical Staff Bylaws and application forms that strengthens those protections.
      • Utilize a carefully drafted Case Review Form to promote the appropriate assessment of clinical issues and concerns, the identification of educational lessons learned, and the identification of system issues that also impact patient outcomes.

Session 4: CME Information Summary

Session 5:  Step-By-Step Process for Addressing Behavior Concerns

Upon completion of this On-Demand session, participants will be able to:

      • Implement a step-by-step “best practice” review process for addressing professionalism concerns in a consistent, effective, and constructive manner.
      • Utilize a standardized script and tool to respond to any individual who reports a concern regarding professional conduct.
      • Incorporate several provisions into Medical Staff Bylaws and related policies that promote the timely, collegial, and constructive resolution of behavior concerns.

Session 5: CME Information Summary

Session 6:  Step-By-Step Process for Addressing Health Concerns

Upon completion of this On-Demand session, participants will be able to:

      • Implement a step-by-step “best practice” review process for addressing health concerns in a consistent, effective, and constructive manner.
      • Utilize carefully developed talking points and a script when meeting with a colleague to discuss a suspected Health Issue.
      • Establish separate Confidential Health Files and develop a Summary Health Report to be utilized at reappointment for colleagues who are experiencing a Health Issue.

Session 6: CME Information Summary

Session 7:  Step-By-Step Processes for OPPE and FPPE to Confirm the Competence and Professionalism of New Members

Upon completion of this On-Demand session, participants will be able to:

      • Implement a step-by-step “best practice” process for conducting OPPE activities in a consistent, effective, and constructive manner.
      • Implement a step-by-step “best practice” process for conducting focused reviews of new Medical Staff members in a consistent, effective, and constructive manner.
      • Utilize standardized forms to guide and document retrospective case reviews, 360 evaluations, and direct proctoring.

Session 7: CME Information Summary

Session 8:  Step-by-Step Process for Addressing Medical Necessity and Utilization Issues as Core Components of Your PPE Process

Upon completion of this On-Demand session, participants will be able to:

      • Describe the three related, but different, types of utilization issues that need to be addressed as part of a Medical Staff’s peer review process.
      • Implement a step-by-step “best practice” review process for addressing utilization concerns in a consistent, effective, and constructive manner.
      • Modernize the role and function of a Utilization Review Committee and ensure that it is contained in the Bylaws as a Medical Staff committee.

Session 8: CME Information Summary

Session 9:  Effective Collegial Counseling – How to Be “One and Done!” (And How to Document It, Where the Documentation Is Kept, and Who Has Access to It)

Upon completion of this On-Demand session, participants will be able to:

      • Describe the Progressive Steps Continuum and incorporate it in all peer review processes at the hospital, irrespective of whether the performance issue involves clinical, professionalism, health, or utilization concerns.
      • Utilize a carefully developed Checklist when preparing for, conducting, and then documenting Collegial Counseling sessions.
      • Describe the two categories of documentation that are contained in a Practitioner’s Confidential File and develop a Policy that governs access to each.

Session 9: CME Information Summary

Session 10:  Voluntary Enhancement Plan Options for Both Clinical and Behavior Issues – That Actually Work!

Upon completion of this On-Demand session, participants will be able to:

      • Identify and utilize the most effective Voluntary Enhancement Plans available for successfully addressing clinical concerns.
      • Identify and utilize the most effective Voluntary Enhancement Plans available for successfully addressing behavior concerns.
      • Utilize carefully drafted checklists, template letters, and forms when implementing a VEP with a colleague.

Session 10: CME Information Summary

Session 11:  Managing Conflicts of Interest – Pure and Simple, the Traditional Way Doesn’t Work.  Walk into the Light!

Upon completion of this On-Demand session, participants will be able to:

      • Identify the most common “conflict of interest” scenarios that arise when performing peer review activities.
      • Utilize a modern tool that effectively educates the Medical Staff and guides the consistent management of conflict of interest issues that arise.
      • Implement consistent rules for recusal when a Medical Staff member has a conflict of interest that prevents the member from participating in a peer review matter.

Session 11: CME Information Summary

CME

Expand your professional knowledge and stay on top of industry trends and issues at your own pace with on-demand education from HortySpringer.

Each individual session is worth 1.0 AMA PRA Category 1 Credits™ or 11 total credits if you purchase the entire series.

Every physician who participates in the sessions can obtain Category I CME credits for each session watched – through July 27, 2023! In addition, there are no additional fees for claiming these CME credits through July 2023, which is an extraordinary benefit.

JOINT PROVIDER ACCREDITATION STATEMENT

In support of improving patient care, the University of Pittsburgh is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

Category 1 CME Credit

The University of Pittsburgh School of Medicine is accredited by the ACCME to provide continuing medical education for physicians. The University of Pittsburgh School of Medicine designates each enduring material activity for a maximum of 1.0 AMA PRA Category 1 Credits™. Each physician should only claim credit commensurate with the extent of their participation in each activity.

NAMSS Accreditation

Each session has been approved for National Association of Medical Staff Services (NAMSS) for up to 1 hour of continuing education credit(s). Accreditation of this educational content in no way implies endorsement or sponsorship by NAMSS.

PRESENTER DISCLOSURE STATEMENT

In accordance with the Accreditation Council for Continuing Medical Education requirements on disclosure, information about relationships of presenters with commercial interests (if any) will be included in materials distributed at the time of each session.

Pricing

We understand you’re busy and don’t want to waste a minute of your time, which is why we’ve developed our unique pricing tier with you in mind. Whether you need all 11 sessions or only need assistance with a few key aspects of Peer Review, we’ve got you covered with the flexibility to pick and choose the sessions essential for your success. As an added bonus, all prices include three years of recurring CMEs.

Invest a couple of hours a month over the next several months — at your convenience — and transform your culture for the next decade!

      • 1 Session:              $895 each
      • 2-4 Sessions:         $761 each
      • 5-8 Sessions:         $734 each
      • 9-10 Sessions:       $699 each
      • Entire Series:         $7,685

For more information, contact us at 412-687-7677 or info@hortyspringer.com.

Register Online