Professional Documents
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Final Summary Paper-2
Final Summary Paper-2
Final Summary Paper-2
Caroline Kissam
Introduction
Calls for active chest pain is a common issue we deal with in our cardiology triage
department. As a large cardiology clinic with 17 cardiologists we take an average of 200 triage
calls a day. Despite the fact that we are not set up to deal with emergencies in the clinic, our
patients still call us instead of going to the hospital when they are having active chest
pain. Chest pain could be an active myocardial infarction which needs to be assessed and treated
as soon as possible to prevent injury and death, so it is imperative that we triage these calls
efficiently and accurately. Our triage department consists of 5 nurses, LPNs and RNs, and we
have found that there is no consistency with how these nurses assess, document and treat active
chest pain calls. Some attempt to assess the situation to determine if it is an actual emergency
and others don’t ask any questions and instruct the patient to go to the emergency room. In some
cases these calls are not emergencies and may not even require treatment. In either case accurate
assessment and treatment is important not only for the patient but to help utilize health care
To address this issue I have done two PDSA cycles on using a chest pain triage template
and decision tree to help make triage calls for active chest pain be conducted in a more timely
and accurate way. I created a template that is essentially an EPIC smart phrase the nurse can
quickly pull into the phone call note. It has a set of physician approved assessment questions to
help guide the call and document important information that will help the provider and/or the
nurse make treatment decisions. The template will save the nurse documentation time as well as
help guide the patient interaction as patients often get off-topic without realizing that some issues
may not be pertinent to the assessment of the chest pain. Once the data is collected the nurse can
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refer to the decision tree to determine the next step. The decision tree is color coded with true
emergency/911 symptoms listed in the red column and less serious symptoms listed in
descending order with instructions on how to address them. Each PDSA cycle was conducted by
one triage nurse on one to two patients. After the first cycle we discussed how useful the
template was and what changes could be made to make the template easier to implement and
more helpful for the triage nurse and the providers who ultimately make the diagnosis and
treatment decisions. Changes were implemented after the first cycle and tested in cycle
two. This paper will discuss outcome of this PDSA project for telephone triage of chest pain.
Background
Because we are a large cardiology practice chest pain is one of the most common calls
our triage department receives, and these calls often lead to an emergency room visit. Studies
show that chest pain is second leading cause of emergency room visits in the United States(Sax
et al., 2018). There are many causes of chest pain. Some are life threatening and require urgent
treatment in a hospital setting and some are not serious and can be treated in an outpatient setting
or even resolved with an over the courter medication. Chest pain is often over treated which can
lead to misuse of ambulance services and emergency room services, which increases costs for
both the health care system and patients. It also makes it more challenging for patients that have
true emergencies like acute coronary syndrome to receive treatment. In a study done in similar
setting in the Netherlands where triage calls are taken by nurses who are supervised by
physicians, 46.2% of serious adverse events documented were related to unrecognized acute
cardiovascular problems such as myocardial infarctions, cardiac arrest, stroke and ruptured
We are aware that there are inconsistencies in the way our triage team evaluates and
documents triage calls for chest pain. We have several examples of calls where patients report
having active chest pain where the triage nurse referred the patient directly to the ER without
asking any assessment questions. Later we discovered that these patients didn’t require urgent
treatment. Fortunatly we have not had triage situations where patients having Acute Coronary
Syndrome received less care than was required. To manage this issue we created a telephone
triage template utilizing the smart phrase tool in our EPIC electronic medical record system that
prompts the nurse to collect certain data to help the provider assess the level of intervention
needed to treat the chest pain. We also developed a decision tree that would assist the nurse in
recognizing symptoms of true life threatening emergiences such as myocardial infarctions that
need urgent treatment. We performed two PDSA cycles completed by one triage nurse and
utilized qualitative data obtained by interviewing the nurse after each cycle and discussion with
the physician and the manager to determine if the tool was useful and lead to appropriate
Method
The triage template and decision tree were created with input from the project team: a
triage nurse, the lead cardiologist, and the clinical manager. The initial version of the template
was reviewed with team. I asked the nurse to utilize the tools for one chest pain triage call and
provide feed back on if they helped her in documenting, assessing, determining the next steps in
addressing the patient’s chest pain. The nurse had not used a triage template before this
test. She reported that the tool was helpful in making sure she collected all the information
needed to properly assess the chest pain and document the call. She suggested that I add smart
phrase that would pull in the patients current medication list and cardiac history that has already
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been reported in the electronic medical record, so she would have all the information on the same
screen and not have to toggle back and forth between different sections of the chart. I took her
feedback and made those additions to the template prior to cycle two. Those changes were
reviewed by the physician and the clinical manager. The nurse was asked to utilize the amended
template on one or two chest pain calls. I reviewed the second set of calls with the project team
to determine if the tools were useful and what the next steps should be. The nurse reported that
the tools were very useful and that she felt the more she used the tools the more comfortable she
would be using them and that ultimately it would make the response to chest pain triage calls
Results
The team agreed that the feedback was positive and that another test should be done
utilizing the rest of the triage nurses taking at least one call using the tools and data on patient
outcomes would be necessary to know if the tools made a positive impact on the telephone triage
of chest pain. Overall the team felt like the tools helped to standardize the process and that this
would improve patient outcomes and help us utilize resources appropriately. Additional calls
and review of medical records would be required to determine the full effect the tools have on
patient care and outcomes. Ultimately the practice wants to create templates and decision trees
for other common cardiac problems such as atrial fibrillation, hypertension and heart failure.
This process has facilitated very good conversations in our practice and strengthened staff
relationships. Physicians don’t usually work closely with other staff members on process
improvement, so this project created an opportunity for that. My mentor was very supportive but
let me drive this project. She provided great feedback without taking over. Overall it was a
great experience and I hope that we will continue to perfect this project.
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Conclusion
supervision. If not done properly it can lead to inappropriate use of health care resources and
inappropriate treatment for patients. The worst case scenario is that patients can be harmed
without proper assessment. In this project we created a documentation template and decision
tree to guide the triage nurse through collecting all the information needed to make a proper
treatment decision. Two PDSA cycles were done and the team that included a physician, the
triage nurse, the clinical manager and I determined that the template was useful and more cycles
should be done utilizing more triage nurses and additional chest pain calls along with medical
References
Alotaibi, A., Body, R., Carley, S., & Pennington, E. (2021). Towards enhanced telephone triage
for chest pain: a Delphi study to define life-threatening conditions that must be identified.
Erkelens, D., Rutten, F., Wouters, L., Kirk's, H., Poldervaart, J., de Groot, E., Damoiseaux, R.,
Hoes, A., & Swart, D. (2022). Missed acute coronary syndrome during telephone triage
at out-of-hours primary care: lessons from a case-control study. Journal of Patient Safety,
Erkelens, D., Wouters, L., Swart, D., Damoiseaux, R., de Groot, E., Hoes, A., & Rutten, F.
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Sax, D., Vinson, D., Yamin, C., Huang, J., Falck, T., Bhargava, R., Amaral, D., & Reed, M.
(2018). Tele-triage outcomes for patients with chest pain: Comparing physicians and
https://doi.org/10.1377/hlthaff.2018.05079