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Case Study

From Storming to Performing; Reducing Pulmonary Embolism with a Pharmacy Driven Protocol

The Elliot Health System

General Information

Institution Name: The Elliot Health System

Author Name and Title: Lindsey Whelan, MS, RN, CCRN, TCRN, ACCNS-AG, Laura Truhlar, PharmD, Rajan Gupta, MD, MHCDS, FACS, FCCP 

Name of Case Study: From Storming to Performing; Reducing Pulmonary Embolism with a Pharmacy-Driven Protocol  

Identification of Local Problem

According to the Fall 2022 TQIP benchmark data, instance of pulmonary embolism as a major hospital event was a 10th decile outlier. The Odds Ratio (OR) for pulmonary embolism at our institution since 2017 trends above the national median with the last three reports showing an OR of 1.90, 1.73, and 2.07. Additionally, DVT was an outlier at 2.4% for all patients compared to 1.1% nationally.

The TQIP reports consistently demonstrate that we are an outlier in the major hospital event. Additionally, the benchmark for prophylactic anticoagulation is 76.9% utilization of low molecular weight heparin (LMWH) and 18.9% utilization of unfractionated heparin (UFH). The Elliot utilized 58.7% UFH and 30.1% LMWH, the inverse of the national standard and best practice guidelines in trauma.

This lack of alignment with best practice is affecting patients, resulting in higher incidence of PE and DVT. This leads to longer lengths of stay for the patient, increased overall morbidity, and increased healthcare costs associated with the treatment of these events.

Context of the QI Activity

To address our outlier status, we decided to attempt to hardwire the trauma VTE prophylaxis protocol into an EPIC order set. The majority of the implementation was led by the Trauma Program Manager and a Critical Care Pharmacist who maintained oversight of the process. The trauma PI Coordinators were used in daily rounds to enforce/remind providers of the new order set.

What were the interventions?

We decided to build a pharmacy-driven trauma VTE prophylaxis protocol. The order set was created as a drop-down series of questions and determines appropriate chemoprophylaxis and dosing based on the answers to the preceding questions. The Surgeon or PA decides on appropriateness of timing and initial implementation of VTE prophylaxis, but once decided upon, the order set forces the ordering provider to order the correct medication and dosing based on age, creatinine clearance, and weight. Based on the literature, anti-Xa monitoring is required for patients weighing less than 50 kg or greater than 100 kg. If patients required anti-Xa monitoring based on the drop-down in the order set, a consult to pharmacy would automatically cascade and be ordered. The pharmacist would then utilize the policy/protocol to enter orders for Anti-Xa Monitoring. Additionally, we ensured the pharmacist had the ability within the protocol to adjust the dosing based on the anti-Xa level if it was subtherapeutic or supratherapeutic and order re-check labs.

Once the order set was implemented, we continually monitored PI aspects of the protocol, including incidence of PE/DVT, anti-Xa monitoring compliance, and utilization of SQ heparin compared to LMWH. These metrics were reported out monthly for a 1-year period at trauma operations. Once compliance was determined to be steady for that year, it was removed from monthly trauma operations report out but is still monitored within the PI dashboard for compliance.

Implementation Strategies

The project was presented in several educational forums, operational committees, and peer review settings. This encompassed Physician/PA education, nursing education, and pharmacist education. Individual education was provided to individual specialty service lines. Real time support was provided during clinical arounds by the TPM and PI Coordinator to encourage use of the protocol and new order set.

Cost and Funding Sources

All who participated in this improvement work are expected to participate based on their normal job titles and duties, so there were no additional FTE requirements or project resources needed. We incorporated a pharmacy resident who helped with the literature review and data monitoring in the trauma registry.

The Improvement Team included:

  • Lindsey Whelan, Trauma Program Manager
  • Dr. Rajan Gupta, Trauma Medical Director
  • Laura Truhlar, PharmD, Critical Care Pharmacist
  • Mackenzie Howe, Pharmacy Resident
  • Amber Bechard, Trauma PI Coordinator 
  • Vicky Seager, BS, CSTR, CAISS, Trauma Analyst
Overall Results and Analysis
  1. Chemical Agent utilized
    On all patients we track VTE prophylaxis. Monthly we ran a report and tracked utilization of unfractionated heparin (UFH) vs low molecular weight heparin (LMWH). Baseline data showed we used more heparin than LMWH. The use of the order set should have inverted this ratio. Retrospective data for this was pulled back to January 2022, the order set was implemented in late November 2022. Utilization in the Fall 2022 TQIP report was 58.7% UFH, and 30.1% of LMWH.
  2. Incidence of PE/DVT
    Monthly incidence of PE and DVT in patients were monitored and reported at trauma operations to maintain acute awareness of VTE events. The Fall 2022 TQIP report had an OR of 2.07 for pulmonary embolism in all patients, and DVT incidence of 2.4% for all patients (compared to 1.1% nationally). In CY 2022, there were 8 patients with pulmonary embolism and 5 with DVT. After implementation in CY 2023, there was 1 patient with a PE and 2 patients with DVT. Our target was to demonstrate a year-over-year reduction in our odds ratio for pulmonary embolism in all patients. In the Fall 2024 TQIP report, we had an OR 0.94 for this metric, outperforming our peers. DVT incidence is 1.6% which is a 0.8% improvement from 2022. When looking at all patients institutionally (not just TQIP patients), we demonstrated an 88% reduction in pulmonary embolism and a 60% reduction in DVT.
  3. Compliance with order set utilization
    The pharmacy team spearheaded monitoring order set compliance and was able to generate an EPIC report to monitor this continually. Initially, compliance rate was low, but as it was monitored and reported through trauma operations, by December 2023 (1 year later) compliance with order set utilization was 86%. 
  4. Patients with bleeding event
    The biggest concern from orthopaedics specifically was blood loss or hematoma formation. We monitored patients for what would be considered a bleeding event such as hematoma or acute blood loss anemia. Pre-implementation bleeding events was 9% and post implementation bleeding was 14% however, after review of the 15 patients with bleeding events, only 1 had hematoma development, while the other 14 patients had ABLA as a normal EBL related to their procedure. Overall, these cases were reviewed individually, and bleeding events were not thought to be related to chemoprophylaxis.
  5. Length of Stay
    Length of stay in all qualifying trauma patients was initially 5.46 days pre-implementation, and post-implementation dropped by 1 full day to 4.31 days. 
Limitations/Problems Encountered
  1. Surgeon Preference
    We often can obtain buy in from all service lines on “shared” patients, but isolated orthopaedic patients continue to be our non-compliant patient cohort as some orthopaedic surgeons still are not comfortable with LMWH. 
  2. Non-Surgical Admissions
    We were able to add the trauma VTE protocol to the hospitalist’s order sets, but it can be challenging to convince them to use the order set at times as well. Luckily, most non-surgical admissions have an ISS less than 9 and do not typically require chemical VTE prophylaxis at all. The highest-risk patients remain on the trauma service.
  3. TQIP Definitions
    The TQIP definition does not have a timeframe for pulmonary embolism inclusion; therefore, we are required to include incidental PEs and DVTs found on imaging that were likely present prior to admission.
  4. Missing Height/Weight
    If there was not a height/weight available in the electronic health record when the orders were being placed, the ordering providers couldn’t move through the cascade of the order set without this information. The solution to this was often just a message to the RN staff to obtain a height and weight.
  5. EPIC
    The use of EPIC was instrumental to building the order set; however, other institutions looking to replicate this project might not have EPIC.
Lessons Learned

The thing we’ve learned the most is that the easier you make something for physicians, nurses, or whoever the problem impacts the most, the better compliance you’ll have. We could have created a protocol with a bunch of words telling providers to manually calculate dosing and lab monitoring. Hardwiring a drop-down style menu of options that cascade to the appropriate intervention, it makes it so much easier for a busy provider to order the correct medication, dose, and monitoring related to it. Hardwiring tools really are the most effective for change.