Perinatal high reliability is achievable with principles of high reliability organizations. Key organizational, leadership, and clinical characteristics that are essential for developing and sustaining a highly reliable perinatal unit are presented. Interdisciplinary collaboration and commitment to safe care that are founded on standardization are the hallmarks of perinatal high reliability.
The concept, theory, and attributes of high reliability organizations that operate highly complex and hazardous technologic systems, essentially without mistakes, was introduced to clinical obstetrics practice approximately 12 years ago. The original description was based on an empiric observation that differentiated perinatal units that produce more or less harm to patients, with professional liability claims as a proxy for perinatal injury. In the original description, attributes of low-risk, harm-free, highly reliable perinatal units were identified: (1) safety is declared as the hallmark of organizational culture and is understood to be the responsibility and duty of every team member. All clinicians are considered competent with an obligation to speak up if the question of safety arises. (2) Patient safety is considered a team rather than individual property. Team interaction is noted to be collegial rather than hierarchic. (3) Respectful communication is highly valued and rewarded. Extensive, transparent communication is used to orient, plan, update, and adjust to the unexpected. Routine debriefing is practiced for unusual or unexpected events. (4) Emergencies are rehearsed and unexpected events are anticipated. (5) Paradoxically, successful operations (ie, absence of maternal, fetal, and neonatal injury) are viewed as potentially dangerous.
As pointed out by Vaughn, all work groups and teams are susceptible to “normalization of deviance,” which is a degradation of professional, behavioral, and technical standards that increases the probability of a major accident or harm. Because large accidents or patient harm occur infrequently, clinical practice in the absence of professional standards and/or incorrect process (eg, work-a-rounds) may go undetected or deteriorate over long periods of time. For example, elective early term birth <39 completed weeks of pregnancy, a clear violation of professional guideline and evidence-based practice is often undertaken because in the experience of a single practitioner or obstetrics unit “we never had a problem.” Normalization of deviance (“slide to failure”) must be understood as unavoidable unless cumulative evidence and professional standards are actively used instead of individual experience, care processes are continuously monitored, and importantly, an absence of poor outcomes is not used as a indication that care is universally safe.
Since that time, the concept of “high reliability” has been refined and expanded and, in some instances, confused or misunderstood. Pronovost et al framed the question most directly: “Exactly what does reliability mean in health care today, and how do we know if we are reliable?” The purpose of this article is to (1) update and reinforce the basic definition/concept of high reliability as culture (“the way we work around here”), (2) draw an important distinction between high reliability as a qualitative behavioral descriptor as opposed to simply quantitative measurement, (3) describe organizational tactics and strategy for moving toward high reliability, and (4) illustrate increased obstetric safety and quality where elements of high reliability have been incorporated into the culture and operations of obstetrics units.
Updated elements of a highly reliable (ie, safety) culture
Understanding updated and refined concepts of high reliability in the delivery of obstetrics care requires an understanding of what high reliability is not (ie, a quality improvement method focused on efficiency and productivity like Six Sigma, Total Quality Management, or LEAN). Rather, high reliability is a creation of a culture and processes that radically reduce system failures and effectively respond when failures do occur. As presently described and understood, core elements of high reliability organizations are 5 key concepts that are essential for any patient safety initiative to succeed.
Sensitivity to operations
Preservation of constant awareness by leaders and clinicians of the current state of the systems and processes that affect patient care is essential. This awareness is key to noting risks and preventing “normalization of deviance,” which is an insidious, but real, danger in obstetrics where most of what we do turns out normal despite flawed process or outdated practice patterns (ie, “the way we have always done it”).
Reluctance to simplify
Although standardization (eg, oxytocin administration) is essential for safety, simplistic explanations for the reason that things work or fail are risky. Avoiding overly simple explanations of failure (eg, unqualified staff, inadequate training, did not follow protocol, communication failure) is essential to understanding the fundamental basis that patients are placed at risk (eg, an organizational failure to provide adequate staffing or resources in the face of ever-increasing production pressures).
Preoccupation with failure
“Near-misses” (eg, successful resuscitation of a baby with a low Apgar score) are viewed as evidence that systems must be improved to reduce potential harm to patients. Rather than viewing near-misses as proof that the system has effective safeguards, the near-misses are viewed as symptomatic of areas that need more attention. Continuous and timely interdisciplinary case review is the hallmark of the use of actual clinical work for learning and improvement.
Deference to expertise
Organizational leadership must be willing to listen and respond to the insights of professionals at the bedside who know and understand the risks that patients really face and the “work-arounds” that are forced on them by relentless production pressure. Just as important is the elimination of hierarchy that is created by traditional physician/nurse roles and licensing. Teams, not individuals, create safety at the bedside.
Resilience
Leaders and clinicians must be educated and prepared to know how to respond when system failures do occur (transparency and “aftermath analysis”). Preventable death of a baby or mother during the perinatal period is one of the most difficult and devastating failures in health care and one of the most difficult for all concerned to recover from effectively.