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design thinking
opportunities for simulation
24 Trauma Bay Development and Design Designed to Perform: How Simulation Can Inform the Design of Elite Trauma…
ventions. The historic and siloed approach frequently applied to the design of clinical infrastructure rarely consid­ered the nuanced and specic needs of the end-user. In this chapter, we advocate for a deeper understanding of the end­user (both patients and providers) in the design process, ulti­mately resulting in the construction of a space that efciently and effectively supports high-performing teams in deliver­ing high-quality care. We describe a framework of design­build- train-excel that can be applied under various
Fig. 24.6 A framework for design thinking, central to the simulation­informed clinical design concept. (Modied from Standford d. school [66])
circumstances within the design and/or re-design of a trauma resuscitation environment. Key techniques in this framework include simulation- informed clinical design and design thinking methodologies. The process begins by for-
A detailed review of design thinking is beyond the scope of this chapter [20]; however, we offer a brief summary of the steps:
malizing partnerships between the clinical and architectural design teams. This is followed by simulation-based proto­typing, iteratively rening and testing the clinical space. The end result is a built environment that is highly func-
1. Empathize: Develop an understanding of the end-user(s)
through a comprehensive process that may include direct
tional, fully tested, and patient/provider-focused—key
ingredients for exceptional trauma care. observation of trauma teams within the existing space, simulation, interviews, and case reviews.
2. Dene: Building on the ndings from the empathy step, the design team identies and denes the issues related to the delivery of trauma care within the clinical environment.
3. Ideate: This step is typically undertaken by a multi­disciplinary team (including clinicians, support staff, and patient advocates), and solutions are brainstormed using alternative and creative ways to solve problems.
4. Prototype: Ideas are piloted using multiple methods and scaled up over time. During this phase, we advocate for simulation methods that include tabletop simulation, mock-ups, and in situ simulation.
5. Test: Finally prototypes are tested prior to patient care beginning. In the context of opening a new trauma resus­citation environment, in situ simulation of the space is undertaken with authentic teams and actual equipment.
Key Points
• Trauma care is a complex process, and its inherent challenges are amplied when they occur within poorly designed clinical spaces.
• The design of physical spaces for trauma care should employ a human-centered design focus with an emphasis on patient experience.
• Evidence-based design is critical to ensure the design of a functional clinical space, and this should be guided by the 10 principles of EBD proposed by the Centre for Health Design.
• A four-phased approach (design-build-train-excel) systematically supports the conceptualization (design), prototyping (build), orientation and utili­zation of high-performance teams (train), and con­stant evaluation (excel) necessary to create a highly
The principle that no patient will be the rst test of a new
clinical space is applied.
While these are listed in a sequence, they can be applied in a non-linear and iterative manner. Design teams may tog­gle between steps (back and forth between dene and ideate)
functional space.
• The return on investment of a systematic and struc­tured approach to building a trauma bay is high, resulting in cost savings, improved patient out­comes, and an accelerated design/build process.
before moving on, based on the outputs of their process. Design teams may nd this process helpful to include within their own structure of design, build, train, and excel.

References

195

Summary

The dynamic and complex interactions inherent to trauma resuscitation require a purposefully built environment that supports the delivery of time-sensitive and life-saving inter-
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Operating Room Setup andDesign
ChadG.Ball andAndrewW.Kirkpatrick
25

Introduction

The construction of a modern operating theatre (OR) requires experienced input from a number of collaborators. The spe­cic background and composition of this expert team varies depending on if the operating environment is being con­structed de novo (new building or operating rooms) or involves a renovation of an already existing OR structure. It must be cautioned, however, that retrotting an existing OR structure in the context of developing a hybrid environment (open and percutaneous capabilities) in particular can often be nan­cially and/or engineering prohibitive. Team planning members may include, but are not limited to, experts in construction/ renovation (electrical, plumbing, heating, ventilation and air conditioning (HVAC), ooring, carpentry), architecture, administrating, funding, clinical care (trauma surgery, anes­thesia, nursing, interventional radiology, emergency medicine, and respiratory therapists), information technology, custodial care, and human factor analysis (i.e., trained in environment efciency, work ow, physical spacing, and factor improve­ments). Despite the variability and unique skill sets of each member, the primary goal of the team must be regularly re­emphasized: to develop the best possible clinical workspace with the broadest range of potential therapies possible.
In the development of a hybrid operating environment (i.e., aimed at arresting ongoing hemorrhage), many of these decisions become increasingly complex due to the number of stakeholders and varied opinions on technology selection and positioning. The team must remember to ensure a col­laborative and safe environment in order to achieve maxi­mum group intelligence. Additional technology decisions for a hybrid OR include selection of a preferred angiography unit (typically ceiling mounted), hybrid surgical operating table, surgical lights/booms, potential computed tomography accessory, and control room hardware and software.
C. G. Ball (*) · A. W. Kirkpatrick University of Calgary, Foothills Medical Centre, Calgary, AB, Canada e-mail: Andrew.kirkpatrick@ahs.ca

Human Factor Analysis

The role of human factor analysis experts deserves particular attention. More specically, these highly trained profession­als have expertise in quality and patient safety, and contrib­ute heavily to the design of any OR (especially hybrid environments) by addressing the integration of clinical teams who are highly dedicated to clinical care but unfamiliar with working as a team within the same time and physical space. In most advanced human factor analyses, simulation remains an incredibly helpful tool. The primary goals of simulation are identifying latent threats to both patient safety and ef­cient group function. Human factor analysis further focuses on subsequent clinician training and teamwork skills to both evaluate and rene the practicalities of a physical OR envi­ronment. This role must not be understated, as the more com­plex the interaction, the greater the likelihood of miscommunication, conict, and awed decision-making. It has been reported that more than half of errors leading to preventable trauma deaths even in mature trauma systems occur during the initial evaluation, resuscitation, and trans­port to, or during, the initial interventions and activities, which are particularly error prone.
This reality seems especially topical for a hybrid OR, which is even more complex, as trauma resuscitations are typically performed by teams assembled on an ad hoc basis without opportunities for regular structured team training. User input during the design phase is always essential, and human factors evaluation methodologies allow for a system­atic approach to: [1] better understand how proposed work­spaces will be utilized and [2] incorporate user feedback during the design stage. Using patient simulation to evaluate “mock-up” rooms (i.e., physical models within the actual proposed space) has thus been previously employed in the design of intensive care unit patient rooms, emergency department examination rooms, inpatient hospital rooms, designated assisted living resident rooms, and now complex operating theatres. In an optimal scenario, the initial evalua­tion involves designing realistic clinical scenarios which are
© Springer Nature Switzerland AG 2025 L. Marshall Gillman, S. Widder (eds.), Trauma Team Dynamics, https://doi.org/10.1007/978-3-031-86312-7_25
199
200
Fig. 25.1 Workow patterns during a simulated trauma laparotomy followed by DI procedure. Bumps, pinch­points, and general inefciencies in the progenitor RAPTOR candidate during the HF simulation of a trauma laparotomy followed by an interventional angiographic procedure. Bumps are denoted by circles. (Reprinted with permission from: Kirkpatrick etal. [16])
C. G. Ball and A. W. Kirkpatrick
then enacted by a team of healthcare professionals using patient simulation. This event is then followed by extensive debrieng sessions within a full-scale mock-up environment in the planned hybrid footprint. Evaluations should include workow, team integration, and identied barriers to optimal inter-professional care during resuscitations/procedures. The simulations also allow various clinical teams to “test drive” the space early in the room design process so that changes are still possible prior to the nal build, recognizing that once constructed, the lifespan of healthcare spaces is typi­cally decades. Concepts of high importance include evaluat­ing the physical space, equipment access, staff workow efciencies, patient monitoring, and team interactions. Attention to the realities of physical congestion and “bump­ing” between clinicians is also mandatory. For example, in the design of our own hybrid theater, these congestion points were physically located in the nursing areas at the bottom and side of the OR table (Fig.25.1). The planned location of the supply cabinets forced nurses to walk back and forth repeatedly around the sterile surgical supplies. Furthermore, the charting table at the foot of the bed created a pinch point. These challenges were corrected and modied in the nal design and construction. It must also be stated that repeated simulation in potentially new environments, which may be inherently stressful and acute, provides opportunities for evaluation of targeted communications issues, default room conguration prior to patient arrival, role clarity, environ­mental factors, adopting the use of new and expanded roles, and further evaluation of patient and clinician safety risks.
Unique Realities fortheHybrid Operating Environment
Although many of the previously mentioned planning con­cepts remain universal to the design of all operating theatres, their importance is even more critical in the context of build­ing a hybrid operating environment. More specically, reali­ties such as hemorrhage control, gastrointestinal containment, hostile patient physiology therapy (i.e., resuscitation and criti­cal care), and critical patient imaging can all coincide on a truly emergent and synchronous basis. Without question, how­ever, ongoing massive hemorrhage remains the dominant eti­ology of patient death following severe injury in those who survive to hospital admission [18]. Fortunately, we have an increasing variety of instruments aimed at technical hemor­rhage control and concurrent resuscitation [6, 9]. As discussed above, one of these paradigm-shifting concepts is the hybrid operating environment (RAPTOR: Resuscitation with
Angiography, Percutaneous Techniques, and Operative Repair) [7, 912]. This tool allows a transition in care from a
location-based approach to a truly disease- and urgency- based algorithm [11]. Despite the tremendous nancial and human resource costs of developing a hybrid suite, the utility of this technology is becoming more clear. Publications have now conrmed improved morbidity and mortality within a hybrid suite in patients with continued bleeding [7, 11]. In addition to patient outcomes, the specic terminology and technical details that surround truly hybrid operating environments remain heterogeneous and unclear in the literature.
25 Operating Room Setup andDesign
Table 25.1 RAPTOR (hybrid OR) terminology/lexicon
Simultaneous Two separate teams (surgical and percutaneous) are both scrubbed and operating at precisely the same time Concurrent Synonymous with “simultaneous” Synchronous One team performs its procedural component rst, followed rapidly by a second team. Serial Synonymous with “synchronous.”
201

Hybrid Operating Environment Lexicon

In numerous publications, the term “simultaneous” is employed to describe the ability of clinicians to arrest ongo­ing hemorrhage and resuscitate patients in a single interven­tional location (i.e., RAPTOR) [12]. Similar to our oncologic colleagues, other authors have also utilized the term “syn­chronous.” [7, 11] The reality is that very few of these poten­tially life-saving trauma procedures are truly “simultaneous.” They are better described as rapid serial interventions (open surgical procedures immediately followed by percutaneous endovascular techniques; or vice versa) that are performed within the same location and visit (Table 25.1). A similar scenario occurs during “synchronous” hepatic and intestinal resections for colorectal liver metastases [13]. These “com­bined” interventions do not occur at precisely the same time within the context of the overall procedure. Truly simultane­ous/concurrent open and percutaneous procedures are there­fore distinct from those that occur in a rapid sequential/ synchronous manner. As a result, the specic technical nuances required for making these combined interventions effective and efcient are also different.
Technical Optimization Within theRAPTOR
The optimal RAPTOR working environment should include: [1] standard hybrid operating theater components (carbon ber table, xed angiographic capabilities) [2], preparation of two full instrument setups (open and percutaneous) at the beginning of the case [3], dual “scrub” nurses [4], two circu­lating nurses and one radiology technician [5], surgical team positioned on the left of the patient with angiography moni­tors near the feet end of the bed (this allows subsequent rapid access to the left thorax if needed); percutaneous team posi­tioned on the right of the patient (this allows direct visualiza­tion of the monitors) [6], cautery machine, suction device(s), ventilator, ultrasound each positioned on the right of the patient above the arm board [7], power contrast injector on the left of the patient [8], early patient arterial access (i.e., for both monitoring and therapeutic interventions) [9], standard patient trauma skin preparation (rapidly from the angle of mandible to ankles), and [10] strategizing groin (or alterna­tive) arterial access in patients who require pelvic binders. All team members (anesthesia, nursing, percutaneous, and surgical teams) should wear lead aprons/garments/eye pro-
tection. Closed-loop communication in a quiet and efcient working environment is critical.
If truly simultaneous/concurrent surgical and endovascu­lar procedures are engaged, radiation protection for the entire healthcare team, with a focus on the surgeon, is essential. All percutaneous endovascular interventions require uoros­copy. For example, if a signicant liver injury requires rapid and sustained manual packing, as well as arterial emboliza­tion, the surgeons’ hands are at risk of being irradiated if left in place within the abdomen. The simultaneous treatment of an unstable patient, therefore, works best when separate body areas are being treated at the same time (e.g., high­grade splenic injury requiring splenectomy, as well as active hemorrhage within the pelvis; the surgical team can remove the spleen while the IR team embolizes the arterial pelvis). Another optimized simultaneous example is embolization of a bleeding thoracic artery or aortic stent-grafting while the surgical team works within the abdomen or pelvis). Safe radiation practices require the surgeon to remove his/her hands out of the uoroscopic eld. Another factor to con­sider in ensuring optimal surgical intervention is the physical positioning of the image intensier (“C-arm”) itself.
Percutaneous access warrants a distinct comment. Left radial access is the preferred site for percutaneous body pro­cedures, as it precludes crossing the aortic arch (i.e., as in right radial access) and lessens the chance of a stroke (espe­cially in a trauma patient where anticoagulation may be an issue). Left-sided radial access involves some arm/wrist placement issues to facilitate good ergonomics and proper visualization of the abdomen and pelvis. More specically, once the left arm is completely prepped in a sterile manner, it can then be bent 90 degrees at the elbow (i.e., the left wrist is positioned close to the right hip). Radial access can then be performed in a conventional manner, or with distal left radial access. This position will then allow excellent visualization of the upper solid organs (spleen, liver, kidneys). For visual­ization of the pelvis, the left wrist is moved superiorly to the upper abdomen. Both positions allow the operator to work on the “normal” right side of the patient (and therefore surgi­cal team on the left side if necessary). This can also be achieved with the abdomen exposed and the arm/wrist moved as needed. It should be noted that although it is possible for the percutaneous team to work from the left side of the patient, this alignment becomes much more ergonomically challenging (i.e., due to equipment issues such as C-arm and screen positioning).
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C. G. Ball and A. W. Kirkpatrick
Patient Outcomes andFlow
Preceding publications have conrmed that a subset of criti­cally injured patients clearly benet from access to a RAPTOR hybrid trauma suite [7, 11]. It is also evident that despite the signicant nancial costs associated with RAPTOR technology [7, 912], patients who require nearly concurrent emergent percutaneous and open procedures to arrest ongoing hemorrhage may be “saved” by this resource [7, 11]. More specically, improving efciencies for patients with continuous bleeding who would have traditionally required transportation between venues (angiography suite and operating theater) [7, 912] has been transformational.
Despite the clear advantage of a RAPTOR, the lexicon describing its technical use remains heterogeneous. As men­tioned, multiple terms such as synchronous, simultaneous, serial, and concurrent have each been used to dene both similar and differing events within the RAPTOR suite. Simultaneous (synonymous with “concurrent”) RAPTOR procedures refer to scenarios where two separate teams (sur­gical and percutaneous) are both scrubbed and operating at precisely the same time (including associated nursing teams). Rapid serial (synonymous with “synchronous”) RAPTOR interventions refer to scenarios where one team performs its procedural component rst. This initial procedure is then fol­lowed by a second team (i.e., once the rst team has stopped). This scenario may repeat itself again depending on the com­plexity and demands of the given patient’s injuries.
In a prospective comparison of patients who required truly simultaneous versus rapid serial/synchronous procedures to arrest ongoing hemorrhage, it is evident that patients requiring care from both teams at the same time were more severely ill. More specically, they are more often hemodynamically unsta­ble (92%), require damage control (83%), undergo more fre­quent massive transfusions (67%), less frequently receive the benet of preoperative CT (25%), and are transferred from the ambulance to the RAPTOR suite in a much more rapid interval (31min). Despite this difference, the mortality rate among this patient cohort remains similar to patients who underwent a serial procedure (17% vs. 13%). This observation suggests that trauma surgeons were able to identify more critically ill patients with ongoing hemorrhage and expedite their care to the RAPTOR suite. In the context of previous publications con­rming both improved survival and more efcient care within the RAPTOR suite for patients with ongoing hemorrhage (49% mortality in pre-RAPTOR vs. 42% in pre-RAPTOR following quality improvements vs. 22% in RAPTOR patients (excluding stable EVAR patients) vs. 16% in all RAPTOR patients) [7,
11], it should be reinforced that it is of the utmost importance
to eliminate any obstacles in the pre-hospital setting, trauma bay/emergency department, and/or patient transfer process that slow the ability of the trauma surgeon to make an initial dispo­sition decision for every bleeding patient [14].
It is also evident that 92% of the patients treated in a truly simultaneous manner clearly benet from a concurrent hybrid procedure. The denition of clear remains the very high likelihood that the patient would have died in the absence of the simultaneous nature of both procedures [7, 11].
A specic commentary regarding the importance of mov­ing patients as rapidly as possible from the moment of injury through to the arrest of ongoing hemorrhage is also war­ranted. Upon review of the data from a well-known institu­tion, the time interval from arrival at the trauma bay to procedural intervention decreased from 212 (angiography suite) to 148 (angiography suite with quality improvements) to 101 (operating theater) to 90 (operating theater with qual­ity improvements) to 82 (RAPTOR available) to 31 min (RAPTOR for the most critically ill patients requiring truly simultaneous procedures) [7, 11, 15]. As previously men­tioned [7, 11], this decrease in time is a direct result of the ability of the operating theater staff and surgeon to mobilize effective resources and destination access at a much greater speed than was available within an isolated angiography suite. Unfortunately, it must also be stated that maintaining rapid patient-focused care for critically injured victims of ongoing hemorrhage requires the frequent and perpetual re­visitation of specic clinician roles within the team, “direct to RAPTOR” and patient transfer indications, patient out­comes, and obstacles to efcient patient care.

Summary

Despite the descriptions above, the specic technical setup for both operative and percutaneous interventions will vary across institutions and clinicians in both traditional and hybrid operating rooms [11, 12]. It must be noted, however, that trauma surgeons have now become central to the design and construction of many of these operating environments (i.e., both hybrid and non-hybrid) throughout the world (e.g., Australia, Finland, Germany, and the United States).
In summary, the development of hybrid operating envi­ronments will require the best of collaborative teamwork, thoughtful planning, and patience. Critical concepts must be considered in an environment where two separate teams with unique equipment and operating requirements will be work­ing in a simultaneous manner. In addition to the specic rec­ommendations listed above, these principles include: [1] adequate nuanced communication between the trauma sur­geon (open team) and the percutaneous team (typically inter­ventional radiologist) [2], a rapid pre-procedural brieng for all team members of the planned interventional and care sequence [3], the ability to rapidly obtain/set up both open and percutaneous equipment with adequate patient access points for both teams [4], a quiet working environment that facilitates communication between the anesthesiologist, sur-
25 Operating Room Setup andDesign
203
gical, and percutaneous teams [5], a clear division of space around the patient to facilitate simultaneous procedures (which must be exible when required), and [6] specic pro­tections to avoid unnecessary ionizing radiation exposure to the team (especially the surgeon).
It can be surmised that up to 18% of patients requiring an emergent procedural intervention benet from utilizing a hybrid environment such as the RAPTOR. Patients who require truly simultaneous hybrid procedures (i.e., even more critically ill) will benet from access to the RAPTOR hybrid suite to an even greater extent. Outcomes associated with these patients can achieve equivalence to their less injured counter­parts with rapid trauma surgeon efciency and the employ­ment of specic techniques among both the open surgical and percutaneous interventional teams. Use of the RAPTOR suite considerably shortens the time interval to both percutaneous and open procedures, as well as reduces the required rate of blood transfusion. Data also suggests that a RAPTOR environ­ment may result in a substantially decreased mortality rate among our most critically injured patients who display ongo­ing hemorrhage. It must be acknowledged, however, that this patient cohort is only a small proportion of all injured patients admitted to a busy trauma service (1–3%), and therefore, the frequency of these events may not justify institutional invest­ment in RAPTOR suites.
Key Points
A. RAPTOR: Resuscitation with Angiography,
Percutaneous Techniques, and Operative Repair.
B. The optimal construction of a new operating envi-
ronment requires a multidisciplinary team with expertise in clinical care, physical construction, human factor analysis, and resource allocation.
C. “Simultaneous” (synonymous with “concurrent”)
RAPTOR procedures refer to scenarios where two separate teams (surgical and percutaneous) are both scrubbed and operating at precisely the same time.
D. Rapid serial (synonymous with “synchronous”)
RAPTOR interventions refer to scenarios where one team performs its procedural component rst.
E. Up to 18% of patients requiring an emergent pro-
cedural intervention benet from utilizing a hybrid environment such as the RAPTOR.

References

1. Kahl JE, Calvo RY, Sise MJ, Sise CB, Thorndike JF, Shackford SR.The changing nature of death on the trauma service. J Trauma Acute Care Surg. 2013;75:195–201.
2. Holcomb JB, Fox EE, Scalea TM, Napolitano LM, Albarado R, Gill B, Dunkin BJ, Kirkpatrick AW, Cotton BA, Inaba K, etal. Current
opinion on catheter-based hemorrhage control in trauma patients. J Trauma Acute Care Surg. 2014;76:888–93.
3. Holcomb JB, del Junco DJ, Fox EE, Wade CE, Cohen MJ, Schreiber MA, Alarcon LH, Bai Y, Brasel KL, Bulger EM, etal. The prospective, observational, multicenter, major trauma transfusion (PROMMTT) study: comparative effectiveness of a time-varying treatment with competing risks. JAMA Surg. 2013;148:127–36.
4. Ball CG.Damage control resuscitation: history, theory and tech­nique. Can J Surg. 2014;57:55–60.
5. Ball CG, Das D, Roberts DJ, Vis C, Kirkpatrick AW, Kortbeek JB. The evolution of trauma surgery at a high-volume Canadian centre: implications for public health, prevention, clinical care, education and recruitment. Can J Surg. 2015;58:19–23.
6. Darrabie MD, Croft CA, Brakenridge SC, Mohr AM, Rosenthal MA, Mercier NR, Moore FA, Smith RS.Resuscitative endovascu­lar balloon occlusion of the aorta: implementation and preliminary results at an Academic Level I Trauma Center. J Am Coll Surg. 2018;227:127–33.
7. Fehr A, Beveridge J, D’Amours S, Kirkpatrick AW, Ball CG.The potential benet of a hybrid environment among severely injured patients with persistent haemorrhage: how often could we get it right? J Trauma Acute Care Surg. 2016;80:457–60.
8. Roberts DJ, Harzan C, Kirkpatrick AW, Dixon E, Grondin SC, McBeth PB, Kaplan GG, Ball CG.One thousand consecutive in­hospital deaths following severe injury: has etiology of traumatic inpatient death changed in Canada? Can J Surg. 2018;61:150–2.
9. Ball CG. The R.A.P.T.O.R. suite: resuscitation with angiogra­phy, percutaneous techniques, and operative repair. J Trauma. 2011;70:1579–80.
10. Kirkpatrick AW, Vis C, Dube M, Biesbrek S, Ball CG, Laberge J, Shultz J, Rea K, Sadler D, Holcomb JB, etal. The evolution of a purpose designed hybrid trauma operating room from the trauma service perspective: The RAPTOR (resuscitation with angiogra­phy percutaneous treatments and operative resuscitations). Injury. 2014;45:1413–21.
11. Carver D, Kirkpatrick AW, D’Amours S, Hameed SM, Beveridge J, Ball CG.A prospective evaluation of the utility of a hybrid operat­ing suite for severely injured patients. Overstated or underutilized? Ann Surg. 2020;271(5):958–61.
12. Ito K, Nagano T, Nakazawa K, Numasawa Y, Watanabe M, Akoi S, Mizusawa H, Ishiai S, Yokota T.Simultaneous damage control surgery and endovascular procedures for patients with blunt trauma in the hybrid emergency room system: new mul­tidisciplinary trauma team building. J Trauma Acute Care Surg. 2019;86:160–2.
13. Howard C, Clements TW, Edwards JP, MacLean AR, Buie WD, Dixon E, Grondin SC, Gomes A, McColl M, Cleary S, et al. Synchronous colorectal liver metastases: a national survey of sur­geon opinions on simultaneous resection and multidisciplinary cooperation. Hepatobiliary Surg Nutr. 2018;7:242–50.
14. Clements TW, Vogt K, Hameed SM, Parry N, Kirkpatrick AW, Grondin SC, Dixon E, McKee J, Ball CG.Does increased prehospi­tal time lead to a “trial of life” effect for patients with blunt trauma? J Surg Res. 2017;216:103–8.
15. Smith A, Ouellet JF, Niven D, Kirkpatrick AW, Dixon E, D’Amours S, Ball CG.Timeliness in obtaining emergent percu­taneous procedures in severely injured patients: how long is too long and should we create quality assurance guidelines? Can J Surg. 2013;56:154–7.
16. Kirkpatrick AW, Vis C, Dube M, Biesbrek S, Ball CG, Laberge J, Shultz J, Rea K, Sadler D, Holcomb JB, etal. The evolution of a purpose-designed hybrid trauma operating room from the trauma service perspective: The RAPTOR (resuscitation with angiogra­phy percutaneous treatments and operative resuscitations). Injury. 2014;45:1413–21.
Systems-Focused Simulation andDebriefing toImprove Patient Safety, Quality Care, Environments, andProcesses
MiretteDubé, ShaunnaMilloy, JenniferJordan, TonaLaerz, SaraNosworthy, JamesHuman, JonathanGaudet, BryanWeber, andBarbaraBlackie
26

Introduction

The use of simulation is well suited for training healthcare teams and individuals to improve knowledge and skills and to practice effective teamwork behaviors. The necessary evolution of simulation to expand beyond its use to close individual knowledge and skill gaps is well aligned with patient safety science. Patient safety science research sug­gests that despite healthcare improvement efforts over the past decade, inadvertent harm in healthcare continues to be the third leading cause of death behind heart disease and cancer [1, 2]. Organizations that primarily take a “person­centered” approach to problem-solving around such harms may unduly focus on individual factors and rely heavily on interventions such as education and training to address them. Conversely, including the “system-approach” to exploring patient safety liabilities allows consideration of complex inuences on the overall environment and system surrounding the individual.
Your system is perfectly designed to give you the results you are getting. [3]
M. Dubé (*) Alberta Simulation Program, Foothills Medical Center, Alberta Health Services, Calgary, AB, Canada e-mail: Mirette.Dube@albertahealthservices.ca
S. Milloy Provincial Patient Safety, Alberta Health Services, Calgary, AB, Canada e-mail: Shaunna.Milloy@ahs.ca
J. Jordan Emergency Department, Foothills Medical Centre, Calgary, AB, Canada e-mail: Jennifer.jordan@ahs.ca
T. Laerz Respiratory Services, Foothills Medical Centre, Alberta Health Services, Calgary, AB, Canada e-mail: Tona.Laerz@ahs.ca
Systems engineering, the science of designing and man­aging complex systems throughout their life cycle, also considers that errors and adverse events are often not due to individual decits. Instead, gaps in elements of the com­plex healthcare system that surround individuals while they work are considered. Systems integration is an engineering term to describe many sub-systems coming together into one better functioning whole [4]. Therefore, simulation for systems integration, also known as system-focused simu- lation or translational simulation, moves away from solely focusing on individual knowledge and skills and takes a systems approach to understanding complex healthcare systems [57].
Using this approach, high priority objectives are identi­ed in consultation with all stakeholders (i.e., expert repre­sentatives of their professional role) who may be impacted by a simulation evaluation [811]. This approach works on the premise that spaces or processes (e.g., protocol, pathway) should not be tested on real patients for the rst time [1214]. Furthermore, simulation is ideally enacted in the in situ or actual clinical care environments, with real teams and with­out the potential for harm to patients [15].
S. Nosworthy Cardiac Sciences, Foothills Medical Centre, Calgary, AB, Canada e-mail: Sara.nosworthy@ahs.ca
J. Huffman · B. Weber University of Calgary, Calgary, AB, Canada e-mail: jlhuffma@ucalgary.ca; Bryan.weber@ucalgary.ca
J. Gaudet Department of Critical Care Medicine, University of Calgary, Calgary, AB, Canada e-mail: jgaudet@ucalgary.ca
B. Blackie Division of Emergency Medicine, Institution Sidra Medicine, Doha, Qatar e-mail: bblackie@sidra.org
© Springer Nature Switzerland AG 2025 L. Marshall Gillman, S. Widder (eds.), Trauma Team Dynamics, https://doi.org/10.1007/978-3-031-86312-7_26
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Stakeholders may include expert representatives from clinical and non-clinical care areas such as managers, educa­tors, physicians, nurses, respiratory therapists, unit clerks, porters, and hospital administrators. Inclusivity is important to ensure all perspectives are heard and considered for a real­istic and integrated approach to systems testing. Following stakeholder consultation and determination of evaluation objectives, relevant workows are identied and translated into a simulation scenario(s), striving to recreate a realistic context with actual teams, equipment, and spaces.
Simulation allows for the recreation of these complex sys­tems and represents as closely as possible how work is actu­ally happening versus how we may perceive it is happening to better assess risk, mitigate harm, and proactively improve systems and processes of care delivery [16]. System-focused debrieng (SFD) differs in purpose and approach to debrief­ing focused on individual learner knowledge and skills [17]. It is a purposeful exploration of the highest priority objec­tives identied. These elements may include the physical workspace/environment, tasks, tools, technology, people, and organizations that interact to enable safe and effective care processes and optimize outcomes [18].
Using observations from the simulation exercise and pre­identied objectives from stakeholder consultation helps guide the debrief and elicit feedback from the end users of the system. Positive system function is highlighted and rein­forced as well as a collection of gaps and threats are identi­ed to subsequently inform future improvement work. Hearing from all relevant stakeholders is a key part of sys­tems integration, where different groups have opportunity to understand how any one workow or process impacts the whole team and other sub-systems.
Growing evidence continues to accrue for the use of system- focused simulation to reduce organizational costs, proactively improve safety and efciency, inform and reduce risk, and solve clinical challenges [12, 18]. This chapter will highlight several examples of these principles to test and revise trauma and difcult airway protocols. Examples include the arrival of a single trauma patient contrasted to activation of mass casualty incident protocols; how to incor­porate human factors methods and system simulation to test the usability of difcult airway carts and airway manage­ment pause checklists; and the commissioning of new spaces such as emergency rooms and trauma room bays.
comprised of multiple healthcare professionals are required to form rapidly and come together quickly to manage the sickest trauma patients with time-sensitive conditions. Trauma protocols or pathways are intended to help organize team roles, establish workow to align with evidence-based standards, and rapidly enable safe diagnosis and delivery of treatment.
Testing these processes is essential in order to prepare the team within their roles, test the many interactions between the people and their care environment, and proactively iden­tify and mitigate systems issues.
Our rst case study focuses on a protocol designed to guide the admission, initial assessment, rapid diagnosis, and treatment for a trauma patient arriving to an Emergency Department.
In our tertiary care trauma center, both evidence from Trauma Quality data indicators and information received from staff debrieng sessions indicated multiple factors that may have led to less-than-optimal trauma care. Working groups were created with frontline staff to provide input for a major renovation in the trauma rooms at the Foothills Medical Centre in Calgary, Alberta. Information gathering during the working groups identied several areas of process improvement. This required the Emergency Department to further examine their trauma protocols and test targeted improvements using simulation. An improved process was needed to help with crowd control and to implement clearer communication strategies, including a consistent pre-arrival brieng that better enabled role clarity, identied clear lead­ership, and ultimately reduced chaos frequently encountered in these situations. The overall goal for the project was to improve trauma patient mortality, and to build safer and more efcient trauma team practice(s).
The interprofessional trauma team prioritized ve tar­geted process steps to lead to potential improvement in trauma resuscitation. The ve process steps that were deemed key to evaluation were (1) the trauma pre-brief, (2) imminent life-threat survey, (3) primary survey, (4) a clear leader is identied, and (5) an EXIT or pre-transport checklist. Each of these steps needed to be embedded in the trauma guideline and tested in simulation.
Project Implementation
Case Study 1: Standardizing theLevel 1: Acute Trauma Admission Process Using Systems Simulations
In a complex healthcare system, a change to one element of the system may have large effects on others. This is espe­cially relevant in time-pressured situations where teams
A working group was formed in early 2019 which included interdisciplinary team members from the Emergency Department (ED), Respiratory Therapy, Emergency Medical Services (EMS), and Trauma Services with the goal of improving trauma care in the ED.
The working group collaborated to develop a Level 1 Trauma Guideline. Once the guideline was developed, it was tested through iterative cycles of renement using sim-