Selected Podcast
Learn About ASHRM Publications
ASHRM members has several publications to educate and support individuals in the field of risk management. Fran Charney, Director of Risk Management, discusses these publications.
Featuring:
Fran Charney, RN, MS, CPHRM, CPPS, CPSO, DFASHRM
Fran Charney is the Director of Risk Management for the American Society for Healthcare Risk Management (ASHRM) at the American Hospital Association in Chicago. In her time with ASHRM she has led the development of numerous publications including the RCA Playbook, the RCA Workbook and Facilitator’s Guide, the Patient Safety Playbook, Physician Office Practice Playbook, Risk Financing Playbook, OB Playbook and Risk Management Fundamentals and the recently poised to release Leading Health Care Risk Management. In addition, she is the managing editor for the Journal of Healthcare Risk Management. She has written numerous professional journal articles and has participated in many national speaking engagements. She also led the work to develop Enterprise Risk Management for Boards and Trustees: Leveraging the Value and the Readiness Assessment Tool as well as numerous Pearls. Fran has testified before the Commonwealth of Pennsylvania Legislative Committee for the 100K lives program. Fran’s participation in the Pennsylvania Color of Safety Initiative along with several other Pennsylvania hospitals won a HAP Innovation Award and Patient Safety Achievement Award. Fran has served as faculty for the patient safety curriculum and completed the HRET Patient Safety Leadership Fellowship in 2009. She served as a member of the Board of Directors for ASHRM prior to joining ASHRM as a senior staff member. Most recently she received the ASHRM Presidential Citation in recognition of her dedication to safe and trusted health care through the advancement of the risk management profession. Fran is an RN with a Master Degree in Healthcare Administration. Her certifications include, Certified Profession in Healthcare Risk Management (CPHRM), Certified Patient Safety Officer (CPSO), Certified Professional in Healthcare Quality (CPHQ) Certified Professional in Patient Safety (CPPS) and a Distinguished Fellow in the American Society of Healthcare Risk Management (DFASHRM). Fran has served on the PA Medical Society Executive Council on Patient Advocacy. She is a certified trainer in Just Culture and a master trainer in Teamstepps. Fran also completed lean and has a black belt in six sigma. Transcription:
Michael Carrese: Welcome to the ASHRM podcast made possible by the American Society for Healthcare Risk Management to support efforts to advance safe and trusted healthcare through enterprise risk management. Visit ashrm.org/membership to learn more and become an ASHRM member. I'm Michael Carrrese and today we're joined by Fran Charney, Director of Risk Management for ASHRM. Among her duties, she leads the development of publications and she'll be filling us in on the wealth of publications available to members on today's show and also give us a look at what's new and what's coming a bit further down the line. Fran is the managing editor for the Journal of Healthcare Risk Management and has authored numerous journal articles herself. She has a Master's Degree in Healthcare Administration and her credentials include certified professional in healthcare risk management, certified patient safety officer, certified professional in healthcare quality, and certified professional and patient safety. She's also a distinguished fellow in the American Society of Healthcare Risk Management and recipient of the ASHRM Presidential Citation in recognition of her dedication to safe and trusted healthcare through the advancement of the risk management profession. Welcome to the program.
Fran Charney: Thank you.
Host: So why don't you start with just a general overview of all that's available to ASHRM members in terms of publications.
Fran Charney: I'm a nurse by training and I come from risk management, in a 400 bed hospital and health system. So when I began risk management, I became very active in my State Society, as well as the National Society because I needed to learn everything. And there wasn't a lot of publications to help me. So I reached out to some individuals that I was lucky enough to mentor me as well as some of our commercial carriers and others who worked within the healthcare system. But ASHRM, since I have been here at ASHRM taxed me with looking at developing content for risk managers. And that's what I've done over the last five years here at ASHRM.
Host: And how do you go about determining what people need to know?
Fran Charney: Well, risk management is a very vast practice and if you've met one risk manager, he have met one. We have risk managers who focus on claims and litigation, and we have those who focus on the clinical patient safety domain. And while we have others who sit at the executive table and responsible for the entire enterprise. So if you met one risk manager, you've met one. What we wanted to do was to develop textbooks, playbooks, and other publications that would help the risk manager grow. And the way that we did that is that we developed healthcare risk management fundamentals, which is kind of enough to make you dangerous. So what it does is it takes the entire breadth and depth of risk management and it goes a mile long but only an inch deep. So I always say it's enough to make you dangerous. And then what we did is we developed what we call playbooks that will take that in.
So let's just look at claims and litigation, and healthcare fundamentals you will learn what that is and what you need to know to be dangerous. But in the playbook, healthcare claims and litigation, it will take that inch and dive it a mile deep. So this is more for the area of where you already practice in this area or you've been added that to your practice scope. So the playbooks are developed for different areas of expertise. We've done the same with risk financing. Some risk managers have little or nothing to do with risk financing but they definitely impact it. But if you oversee the insurance placement for your organization or if you oversee captive or are very familiar with an RRG, you may want the refinancing playbook so that you understand it at a much deeper level. So we develop these playbooks that you arrange your library according to the breadth, depth and scope of your organization and where you aspire to be.
Host: And you've got quite a few of these playbooks now.
Fran Charney: I think we have nine playbooks and we have what we call it a workbook. And this is something that I wish I had when I started risk management. We have leading healthcare risk management workbook, which allows the risk manager who is actually new to the profession or growing in the profession or just wants to do a self check. It's an actual workbook that you customize by asking certain questions of certain individuals within the healthcare system, so that you can have that information to make better decision making. So, even if you aren't involved in risk financing, for example, it asks pertinent questions that you should know from your chief financial officer so that you're able to better look at the entire scope of risk and how it impacts the organization. So this would be something that if I was in an organization and getting close to retirement, this would be the book I left on my seat for the person who replaces me.
It is customizable, it's a workbook, and it would have all that information for the incoming risk manager or for a good self check or the one that's growing. So the workbook is something new. It was just released last fall. And, we entitled it Leading Healthcare Risk Management because making those friends on the front end and having that conversation before something gets sideways, as it does in risk management, you've already established that relationship and you have kind of a foundation of understanding of what that individual does and who you need to go to. And the additional questions you may have to ask.
Host: Oh yeah, I can see how that'd be very helpful. So once you've identified a topic or some topic, you know, where you really think it'd be valuable for folks to know more about it. What's the process of developing these publications?
Fran Charney: So first of all, it's not done in independent silos. The actual education content committee establishes the strategic plan for content development. So it's input for all the leaders here at ASHRM in the role of education and content and we develop a three year strategic plan. In developing it, we really rely on our members. In most cases we'll do a call for volunteers. So anyone who is an ASHRM member would have an opportunity to write. There is a vetting process, so there's kind of an application, if you will. What kind of writing have you done in the past? We have a sample of your writing and all that information formulates into what an outline we have already established through the education content committee. Then the volunteers, we have a kickoff call and they find areas of which they feel very comfortable in writing about. We usually partner them, we usually do it in teams and the writing begins.
Then the writing comes into me, I filter it, we look at the flow, and the transition, and then it will go to an editor, and once it goes to the editor, it'll come back to me, I'll review it again, make sure that it addresses what we wanted it to address. And then it goes into layout and it gets really pretty there. That's where they add, you know, all the charts and graphs and make it look really pretty. It's almost like seeing sausage being made, you know, it comes in as this somewhat of a mess, trying to put it all together. And the end product is something that I'm very proud of. And I think ASHRM, and the members who develop it, um, are very proud of it too.
Host: Yeah, it sounds like quite a team effort.
Fran Charney: It's a heavy lift, but the feedback we just surveyed people who bought some of the ASHRM content and it's definitely hitting the Mark actually. They want more and some at a higher level. So, we have a full agenda in the future. We're currently working on enterprise risk management. We're rewriting that. So our face to face education will be enterprise risk management 1.0 if you will. And the ERM, Enterprise Risk Management playbook will be 1.5. So that will build on the education that you receive in the face to face education that ASHRM offers.
Host: You're listening to the ASHRM podcast made possible by the American Society for Healthcare Risk Management to support efforts to advance safe and trusted healthcare through enterprise risk management. You can visit ashrm.org/membership anytime to learn more and become an ASHRM member. Our guest today is Fran Charney, Director of Risk Management for ASHRM and Managing Editor for the Journal of Healthcare Risk Management. Talking about all the publications that ASHRM has available. You were just teasing some of the newer ones coming. Can you talk some more about what's on the boards and coming down the pike?
Fran Charney: Yeah, so we just finished the CPHRM Exam prep book, which is a prep guide. What we did different this time is we wrote to the test specs. So this content is written for the test. We have sample questions as well. We're also working on some white papers on behavioral health. It's a three part series. The first part is on ambulatory. The second part which I'm reviewing now is on the emergency department and the third part will be on inpatient. So there there's so much content available to the risk managers and I find it very useful. I wish I had it when I started my practice. So these are labor of love from ASHRM members and here at ASHRM. Our highest selling playbooks, just so you know, is the Root Cause Analysis playbook and the Physician Office playbook are currently our two top sellers, along with the CPHRM exam prep.
Host: And why do you think that is?
Fran Charney: I think it's areas that are growing. So RCAs are the retrospective look at root cause analysis. I think our members want to be sure that they're doing that process well. IHI, the Institute for Healthcare Improvement came out with RCA squared, which really looks at the monitoring phase more in depth than just RCA. The Root Cause Analysis book looks at all types of ways to do an RCA. It's a great check. Tools are listed in the back of the Root Cause Analysis playbook that I wish I had. They took me a lifetime to develop and come to and they're extremely helpful. I think the Physician Office playbook is very useful because it addresses ambulatory care and the continuum of care is moving as everyone who practices in healthcare knows, most individuals aren't hospitalized. There's a lot of care in the ambulatory setting that was not in the past. And the Physician Office playbook really gives you an insight to what that should look like, answer some of those difficult questions. How do you discharge patients? How do you handle a call log? There are so many tools and good information in that playbook that I can see why, they both excelled to the top. Patients Safety playbook really looks at analytics. I think if I had to pick an area where risk managers has the most opportunity is probably understanding analytics and how to utilize them to make a business case for what risk management is looking at.
Host: So how can members go about accessing this wealth of material?
Fran Charney: It's all available online. So to purchase the ASHRM publications visit ashrm.org/store, and if you want to learn more about the ASHRM publications, visit ashram.org/pubs. There's also a quick look, probably at the first 20 pages of any of the content we developed so you can see if it's a good fit for you and if it's what you're looking for.
Host: All right, well, we're going to have to wrap it up there, but I want to thank our guest very much. You've been listening to Fran Charney, she's Director of Risk Management for ASHRM and Managing Editor for the Journal of Healthcare Risk Management. Once again, you can visit www. ashrm.org/store to check out all of the publications she's been talking about. Thanks very much, Fran Charney.
Fran Charney: Oh, you're welcome. Anytime.
Host: The ASHRM podcast is made possible by the American Society for Healthcare Risk Management to support efforts to advance safe and trusted healthcare through enterprise risk management, visit shrm.org/membership to learn more and become an ASHRM member. Thanks for listening.
Michael Carrese: Welcome to the ASHRM podcast made possible by the American Society for Healthcare Risk Management to support efforts to advance safe and trusted healthcare through enterprise risk management. Visit ashrm.org/membership to learn more and become an ASHRM member. I'm Michael Carrrese and today we're joined by Fran Charney, Director of Risk Management for ASHRM. Among her duties, she leads the development of publications and she'll be filling us in on the wealth of publications available to members on today's show and also give us a look at what's new and what's coming a bit further down the line. Fran is the managing editor for the Journal of Healthcare Risk Management and has authored numerous journal articles herself. She has a Master's Degree in Healthcare Administration and her credentials include certified professional in healthcare risk management, certified patient safety officer, certified professional in healthcare quality, and certified professional and patient safety. She's also a distinguished fellow in the American Society of Healthcare Risk Management and recipient of the ASHRM Presidential Citation in recognition of her dedication to safe and trusted healthcare through the advancement of the risk management profession. Welcome to the program.
Fran Charney: Thank you.
Host: So why don't you start with just a general overview of all that's available to ASHRM members in terms of publications.
Fran Charney: I'm a nurse by training and I come from risk management, in a 400 bed hospital and health system. So when I began risk management, I became very active in my State Society, as well as the National Society because I needed to learn everything. And there wasn't a lot of publications to help me. So I reached out to some individuals that I was lucky enough to mentor me as well as some of our commercial carriers and others who worked within the healthcare system. But ASHRM, since I have been here at ASHRM taxed me with looking at developing content for risk managers. And that's what I've done over the last five years here at ASHRM.
Host: And how do you go about determining what people need to know?
Fran Charney: Well, risk management is a very vast practice and if you've met one risk manager, he have met one. We have risk managers who focus on claims and litigation, and we have those who focus on the clinical patient safety domain. And while we have others who sit at the executive table and responsible for the entire enterprise. So if you met one risk manager, you've met one. What we wanted to do was to develop textbooks, playbooks, and other publications that would help the risk manager grow. And the way that we did that is that we developed healthcare risk management fundamentals, which is kind of enough to make you dangerous. So what it does is it takes the entire breadth and depth of risk management and it goes a mile long but only an inch deep. So I always say it's enough to make you dangerous. And then what we did is we developed what we call playbooks that will take that in.
So let's just look at claims and litigation, and healthcare fundamentals you will learn what that is and what you need to know to be dangerous. But in the playbook, healthcare claims and litigation, it will take that inch and dive it a mile deep. So this is more for the area of where you already practice in this area or you've been added that to your practice scope. So the playbooks are developed for different areas of expertise. We've done the same with risk financing. Some risk managers have little or nothing to do with risk financing but they definitely impact it. But if you oversee the insurance placement for your organization or if you oversee captive or are very familiar with an RRG, you may want the refinancing playbook so that you understand it at a much deeper level. So we develop these playbooks that you arrange your library according to the breadth, depth and scope of your organization and where you aspire to be.
Host: And you've got quite a few of these playbooks now.
Fran Charney: I think we have nine playbooks and we have what we call it a workbook. And this is something that I wish I had when I started risk management. We have leading healthcare risk management workbook, which allows the risk manager who is actually new to the profession or growing in the profession or just wants to do a self check. It's an actual workbook that you customize by asking certain questions of certain individuals within the healthcare system, so that you can have that information to make better decision making. So, even if you aren't involved in risk financing, for example, it asks pertinent questions that you should know from your chief financial officer so that you're able to better look at the entire scope of risk and how it impacts the organization. So this would be something that if I was in an organization and getting close to retirement, this would be the book I left on my seat for the person who replaces me.
It is customizable, it's a workbook, and it would have all that information for the incoming risk manager or for a good self check or the one that's growing. So the workbook is something new. It was just released last fall. And, we entitled it Leading Healthcare Risk Management because making those friends on the front end and having that conversation before something gets sideways, as it does in risk management, you've already established that relationship and you have kind of a foundation of understanding of what that individual does and who you need to go to. And the additional questions you may have to ask.
Host: Oh yeah, I can see how that'd be very helpful. So once you've identified a topic or some topic, you know, where you really think it'd be valuable for folks to know more about it. What's the process of developing these publications?
Fran Charney: So first of all, it's not done in independent silos. The actual education content committee establishes the strategic plan for content development. So it's input for all the leaders here at ASHRM in the role of education and content and we develop a three year strategic plan. In developing it, we really rely on our members. In most cases we'll do a call for volunteers. So anyone who is an ASHRM member would have an opportunity to write. There is a vetting process, so there's kind of an application, if you will. What kind of writing have you done in the past? We have a sample of your writing and all that information formulates into what an outline we have already established through the education content committee. Then the volunteers, we have a kickoff call and they find areas of which they feel very comfortable in writing about. We usually partner them, we usually do it in teams and the writing begins.
Then the writing comes into me, I filter it, we look at the flow, and the transition, and then it will go to an editor, and once it goes to the editor, it'll come back to me, I'll review it again, make sure that it addresses what we wanted it to address. And then it goes into layout and it gets really pretty there. That's where they add, you know, all the charts and graphs and make it look really pretty. It's almost like seeing sausage being made, you know, it comes in as this somewhat of a mess, trying to put it all together. And the end product is something that I'm very proud of. And I think ASHRM, and the members who develop it, um, are very proud of it too.
Host: Yeah, it sounds like quite a team effort.
Fran Charney: It's a heavy lift, but the feedback we just surveyed people who bought some of the ASHRM content and it's definitely hitting the Mark actually. They want more and some at a higher level. So, we have a full agenda in the future. We're currently working on enterprise risk management. We're rewriting that. So our face to face education will be enterprise risk management 1.0 if you will. And the ERM, Enterprise Risk Management playbook will be 1.5. So that will build on the education that you receive in the face to face education that ASHRM offers.
Host: You're listening to the ASHRM podcast made possible by the American Society for Healthcare Risk Management to support efforts to advance safe and trusted healthcare through enterprise risk management. You can visit ashrm.org/membership anytime to learn more and become an ASHRM member. Our guest today is Fran Charney, Director of Risk Management for ASHRM and Managing Editor for the Journal of Healthcare Risk Management. Talking about all the publications that ASHRM has available. You were just teasing some of the newer ones coming. Can you talk some more about what's on the boards and coming down the pike?
Fran Charney: Yeah, so we just finished the CPHRM Exam prep book, which is a prep guide. What we did different this time is we wrote to the test specs. So this content is written for the test. We have sample questions as well. We're also working on some white papers on behavioral health. It's a three part series. The first part is on ambulatory. The second part which I'm reviewing now is on the emergency department and the third part will be on inpatient. So there there's so much content available to the risk managers and I find it very useful. I wish I had it when I started my practice. So these are labor of love from ASHRM members and here at ASHRM. Our highest selling playbooks, just so you know, is the Root Cause Analysis playbook and the Physician Office playbook are currently our two top sellers, along with the CPHRM exam prep.
Host: And why do you think that is?
Fran Charney: I think it's areas that are growing. So RCAs are the retrospective look at root cause analysis. I think our members want to be sure that they're doing that process well. IHI, the Institute for Healthcare Improvement came out with RCA squared, which really looks at the monitoring phase more in depth than just RCA. The Root Cause Analysis book looks at all types of ways to do an RCA. It's a great check. Tools are listed in the back of the Root Cause Analysis playbook that I wish I had. They took me a lifetime to develop and come to and they're extremely helpful. I think the Physician Office playbook is very useful because it addresses ambulatory care and the continuum of care is moving as everyone who practices in healthcare knows, most individuals aren't hospitalized. There's a lot of care in the ambulatory setting that was not in the past. And the Physician Office playbook really gives you an insight to what that should look like, answer some of those difficult questions. How do you discharge patients? How do you handle a call log? There are so many tools and good information in that playbook that I can see why, they both excelled to the top. Patients Safety playbook really looks at analytics. I think if I had to pick an area where risk managers has the most opportunity is probably understanding analytics and how to utilize them to make a business case for what risk management is looking at.
Host: So how can members go about accessing this wealth of material?
Fran Charney: It's all available online. So to purchase the ASHRM publications visit ashrm.org/store, and if you want to learn more about the ASHRM publications, visit ashram.org/pubs. There's also a quick look, probably at the first 20 pages of any of the content we developed so you can see if it's a good fit for you and if it's what you're looking for.
Host: All right, well, we're going to have to wrap it up there, but I want to thank our guest very much. You've been listening to Fran Charney, she's Director of Risk Management for ASHRM and Managing Editor for the Journal of Healthcare Risk Management. Once again, you can visit www. ashrm.org/store to check out all of the publications she's been talking about. Thanks very much, Fran Charney.
Fran Charney: Oh, you're welcome. Anytime.
Host: The ASHRM podcast is made possible by the American Society for Healthcare Risk Management to support efforts to advance safe and trusted healthcare through enterprise risk management, visit shrm.org/membership to learn more and become an ASHRM member. Thanks for listening.