2018 Sherman Award

Countdown to Sherman Award Nominations: Two More Weeks

The nomination period for the 2018 Sherman Award for Excellence in Patient Engagement will close on Thurs, March 8. Given annually since 2014, the award recognizes efforts to foster and improve the engagement of patients and family members across all settings: inpatient and ambulatory care facilities, physician offices, long-term care settings, pharmacies, home care, schools, community clinics and more.

Nominate a colleague, a unit or yourself for actions that demonstrate an innovative solution, novel implementation, unique setting, sound business case, good outcome or other measurable improvement to patient engagement. Results can come in many forms, including, for example, patient satisfaction metrics, financial results or testimonial stories that document achievement. There are many ways to demonstrate your program’s accomplishments. For more information and to download the nomination form, click here.

For inspiration, review stories about past finalists and winners on EngagingPatients.org. Stories from each year are archived permanently on the Best Practices page of EngagingPatients.org to provide inspiration and lessons learned about engagement. The page is also a way to continually honor the work of dedicated programs and individuals.

The following is an encore post from July 2016, written by a Sherman Award finalist.

Real-Time, Intentional Patient and Family Check-Ins: A Catalyst for Cultural Change

by Kathryn Conaboy

As the mother of a son who was a long-time patient here at Children’s Hospital of Philadelphia (CHOP), I understand what it is like to experience many aspects of our vast healthcare network. Today, my son is healthy and has successfully transitioned to adult care and I am enjoying my “dream come true” job of helping CHOP with work that is designed to deliver the best experience possible for all of our patients and families.

Connecting at the Point of Care

When our Sr. Director of Patient & Family Services, Rachel Biblow, encouraged me to merge my consumer financial services background with my experience as the parent of a patient to take on a role managing our Patient and Family Experience Team, I viewed it as an opportunity to help others as I had been helped. One of the first things we focused on together was connecting with more families at the point of care, We wanted to know what was going well and not so well in “real-time” instead of relying solely on survey data returned by families weeks or months after their experience. Rachel encouraged the team to align with our nursing and family leaders on the work. The result is Real-Time Intentional Patient and Family Check-Ins.

Patients and Families at the Center

CHOP is passionate that bedside check-ins not be something to just “check off the task list,” but that they be true connections and conversations with families

We are early in our transformational journey here at CHOP, but test results have shown increased staff engagement and early gains in patient/family satisfaction scores. As I will discuss here, the critical factor in our early successes has been the strong partnerships between teams of nursing and family leaders in getting more actionable patient and family feedback in “real-time”… and the fact that we consistently put patients and families at the very center of this work.

Building Strong Partnerships

The first thing we did was to engage our strongest nursing leaders and to partner them with our family leaders. The teams created a semi-structured conversation comprised of simple questions related to the care dimensions that we know are important to patients and families.

We were passionate that the check-ins not be something to just “check off the task list” or simple bedside surveying, but a true connection and conversation with families to make sure they know that we are listening and committed to taking action to make sure everything is going as well as possible.

The Journey Begins

Using improvement methodology and relying heavily on the voices of patients and families, Nurse Managers, Patient/Family Experience Specialists, Family Consultants and members of the Family Advisory Council collaborated on a pilot to standardize nurse leader “intentional check-ins” starting on two units. Initially our focus was real-time connections with families for faster data and learning.. Early in the test however, we realized that we were also creating an important culture change at the same time.

A Sea Change for Engagement

Some nurses told us anecdotally that prior to this process, they sometimes avoided patients and families who were unhappy or part of a challenging situation…hoping for an early discharge rather than engage! Within just a few weeks, nurses on the test units reported that they felt much more confident to jump in and connect with a family if things were not going as well as they should be. They really began to believe in the process, which lead to greater staff satisfaction and confidence. And, when things were going well, staff reported being excited to share out in the daily huddle so that best practices could be shared. When things weren’t going as well, we were able to repair and restore the connection while the family was still with us…which makes everyone happy!

Driving the Ideal Patient Experience

Nursing leaders have reported that their teams feel they are proactively driving an ideal “total” patient experience at the bedside from admission to discharge and beyond which has begun to directionally impact the organizational metrics on patient experience.

The first test of change was to gather family feedback about their experiences at the point of care in a standardized approach: a semi-structured conversation modeled around themes found in HCAHPS surveys. The resulting feedback was shared transparently during daily multidisciplinary huddles, engaging frontline staff more proactively as key drivers of an ideal patient/family experience. The huddle quickly evolved into the vehicle for staff to proactively problem-solve as a team and identify families who would benefit from a “check-in.”

Small improvements have been seen in satisfaction scores related to communication. Secondarily, data yielded positive comments about staff providing opportunities for public recognition and increased staff satisfaction as evidenced in staff satisfaction data 7 months and 19 months after testing began.

Gratifying Results

The outcome of our work has been measurable. We’ve seen increased staff engagement and satisfaction, proactive problem solving, stronger teamwork, service recovery, increased communications between nursing and rest of the clinical team, improved learning and sharing out of best practices, and positive feedback from patients and families.

Next Steps in Our Journey

The check-in conversations yield meaningful, actionable feedback at the point of care and are conducted by nursing leaders. Our next steps include testing Real-Time Intentional Check-ins led by leaders in other disciplines to partner with nursing and enable us to complete more conversations in both inpatient and ambulatory points of care.

Editor’s Note: CHOP’s real-time,intentional patient and family check-ins program was a finalist in competition for the John Q. Sherman Award for Excellence in Patient Engagement. You can find further details in their award submission.

A long-time champion for Patient and Family-Centered Health Care, Kathryn Conaboy is currently Patient and Family Experience Manager for The Children’s Hospital of Philadelphia. She combines more than 20 years of senior level experience in consumer marketing, communications, research and customer service with her decades-long journey as mother and advocate for a complex pediatric patient to create successful communication and behavior strategies that improve the patient and family experience. 


Susan Carr Susan Carr is a medical editor and writer specializing in patient safety and engagement. In addition to curating the EngagingPatients blog, she produces publications for the Betsy Lehman Center in Boston and the Society to Improve Diagnosis in Medicine. Susan lives and works in Lunenburg, Massachusetts.

Susan Carr has 185 post(s) at EngagingPatients.org

Check out my: Twitter

Leave a Reply

Your email address will not be published. Required fields are marked *