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Creating the Organizational Foundation for Joy in Medicine™Organizational changes lead to physician satisfaction

Learning Objectives
1. Explain why it is crucial to prioritize professional satisfaction and clinician wellness as part of the institutional architecture that supports Joy in Medicine
2. Describe the organizational strategies to implement a culture of wellness, workflow efficiency, and personal resilience
0.5 Credit CME
How Will This Module Help Me?

  1. Identifies methods to create the organizational structures that can result in more satisfied and productive physicians and other health professionals

  2. Provides tools to guide the executive leadership team in creating a joyful practice environment and thriving workforce

Introduction

A more engaged, satisfied workforce will provide better, safer, more compassionate care to patients, which will, in turn, reduce the total costs of care. The Triple Aim of better care for individuals, better health for populations and at lower costs has been updated to the Quadruple Aim, with the fourth aim of clinician well-being.1

Figure 1. The Quadruple Aim

Despite attempts to raise awareness of the costs of burnout in recent years, they remain widely under-recognized. Health professional burnout poses a significant threat to the clinical, financial, and reputational success of an institution. But burnout can be prevented with intentional organizational initiatives. The return on investment for organizations that address burnout can be substantial.

Figure 2. Key Drivers of Burnout and Engagement in Physicians
Reprinted with permission ©2017 Elsevier.2

The aim is to go beyond reducing burnout to increasing professional fulfillment—to create the organization environment that allows clinicians to thrive.

What, then, are the organizational foundations that can foster joy, purpose and meaning in work and reduce the risk of burnout for clinicians?

Box Section Ref ID

Q&A

  • How many physicians experience burnout?

    Nearly half of US physicians experience some sign of burnout, a condition that impacts all specialties and all practice settings.3

  • Is burnout limited to physicians?

    Burnout can impact all health care workers, but may be especially prevalent among physicians.

  • What drives burnout?

    The predominant drivers of burnout are systems-level factors rather than individual physician-level factors. Burnout is driven by:

    • High workloads

    • Workflow inefficiencies, especially those related to the design and implementation of electronic health records (EHRs)

    • Increased time spent in documentation

    • High volumes of inbox messages

    • Loss of meaning in work

    • Social isolation at work

    • Loss of control over the work environment

    • A cultural shift from health values to corporate values2

  • Why should an organization care about burnout?

    • Quality reasons: Burnout negatively impacts quality of care, patient safety, patient satisfaction, and productivity. For example, each 1-point increase on a scale that evaluated 3 domains of burnout (emotional exhaustion, depersonalization, and personal accomplishment) correlates with a 3% to 10% increase in the likelihood of physicians reporting major medical errors.4

    • Humanitarian reasons: Burnout impacts the personal lives of individual health care professionals, and has been associated with greater rates of dissatisfaction, divorce, drug and alcohol abuse, depression, and death by suicide among surgeons and medical students.5,6

    • Financial reasons: Burnout results in higher levels of physician turnover and reductions in professional work effort.7 For example, physicians who are burned out are more likely to leave their current practice or reduce to part-time as those who are not burned out.79 Replacement costs attributable to burnout are significant for organizations (see the Organizational Cost of Physician Burnout tool). For example, consider an organization of 500 physicians with an annual turnover rate of 7% and typical replacement costs of $500,000 per physician. This organization would be expected to incur costs of over $5 million annually related to burnout-associated physician turnover.8

Video. Watch How Joy in Medicine Is Discussed at the Health Evolution Summit
Creating the Organizational Foundation for Joy in Medicine™

Watch a discussion recorded during the Health Evolution 2017 Summit about how organizations are aligning values to compensation and other factors essential to helping physicians achieve Joy in Medicine

Nine STEPS to Creating the Organizational Foundation for Joy in Medicine™

The 9 steps to creating the organizational foundation for Joy in Medicine are presented within the 3 domains of the Stanford WellMD Model: Culture of Wellness, Efficiency of Practice, and Personal Resilience.

Figure 3. The Stanford WellMD Model
The Stanford WellMD Model illustrates the reciprocal domains of physician well-being. © 2016 The Board of Trustees of the Leland Stanford Junior University. All rights reserved.
Culture of Wellness

Defined as the creation of a work environment with a set of values, attitudes and behaviors that promote self-care, personal and professional growth, and compassion for colleagues, patients, and self.

  • STEP 1: Engage Senior Leadership

  • STEP 2: Track the Business Case for Well-Being

  • STEP 3: Resource a Wellness Infrastructure

  • STEP 4: Measure Wellness and the Predictors of Burnout Longitudinally

  • STEP 5: Strengthen Local Leadership

  • STEP 6: Develop and Evaluate Interventions

Efficiency of Practice

Defined as the value-added clinical work accomplished divided by time and energy spent. Factors that contribute to physicians' efficiency of practice include workplace systems, processes, and practices that help physicians and their teams provide compassionate, evidence-based care for their patients.

  • STEP 7: Improve Workflow Efficiency and Maximize the Power of Team-Based Care

  • STEP 8: Reduce Clerical Burden and Tame the EHR

Personal Resilience

Defined as the set of individual skills, behaviors, and attitudes that contribute to personal physical, emotional, and social well-being, including the prevention of burnout.

  • STEP 9: Support the Physical and Psychosocial Health of the Workforce

Culture of Wellness
STEP 1 Engage Senior Leadership

Leadership should define professional wellness as a core organizational priority and dedicate appropriate resources toward it. Establish workforce wellness as a key leadership responsibility, with shared accountability across all domains of leadership. Include the efforts made toward improving professional well-being in the organization's annual strategic plan.

Box Section Ref ID

Q&A

  • How can our organization manifest professional satisfaction as a core priority?

    Commitment to professional well-being can be realized in a variety of ways:

    • Develop a mission and vision statement that includes professional wellness.

    • Educate the governing board about the positive impact that improving clinician joy, purpose, and meaning in work can have on the mission of the organization, including quality of care, patient experience, physician retention, and a healthy financial bottom line. Use the calculator below to calculate the costs of burnout (See STEP 2).

    • Share accountability for workforce wellness.

  • How can we share accountability for workforce wellness?

    Linking a leadership performance review to improvement in clinician well-being is a powerful tool to drive change. This way, sub-optimization around a narrow domain of responsibility is prevented because one division is not optimizing the organization around its particular goals (eg, data security or compliance) at the cost to other organizational goals (eg, patient satisfaction, productivity, or workforce well-being).

    For example, evaluate the chief executive officer (CEO), chief medical Information officer (CMIO), chief compliance officer, chief wellness officer (CWO) and others on the executive leadership team on improvement in the well-being for the entire institution as part of their annual performance review.

    Once structures for shared accountability are in place, create and encourage opportunities for administrators and department and division leaders to collaborate with each other to develop plans for improving workforce wellness.

    Shared accountability for wellness across multiple domains of leadership also helps establish trust among the workforce.

  • How can leadership facilitate effective change?

    At the highest level, it can be helpful to identify trust, courage, and empowering frontline workers as keys to success.

    When creative, committed physicians and others feel powerless or subjected to excessive top-down controls or decisions based on fear, they resist change and add drag to the system. In contrast, when physicians and their teams are trusted and empowered to solve problems locally, have strong change management support and a light regulatory touch, then the innate professionalism of the workforce is allowed to flourish and everyone gains.

STEP 2 Track the Business Case for Well-Being

Physician burnout is expensive to an organization. It contributes to direct costs of recruitment and replacement when physicians leave or reduce their clinical work effort to part-time.9 Costs can range from $500,000 to over a million dollars per physician. This estimate includes the costs of recruitment, sign-on bonuses, lost billings, and ramp-up costs for replacement physicians.

Leadership should regularly estimate and report the organizational costs of burnout. Calculate the costs of burnout using the Organizational Cost of Physician Burnout calculator below.

The costs of burnout also include the indirect costs of medical errors, higher malpractice risk, reduced patient satisfaction, and damage to the organization's reputation and patient loyalty. These are not factored into the calculator in this module.

Interactive: Calculator
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Q&A

STEP 3 Resource a Wellness Infrastructure

Create an executive-level champion position, such as a chief wellness officer (CWO), who reports directly to the CEO and is on par with other leaders such as the chief operating officer (COO) and chief medical officer (CMO) and is resourced accordingly. This leader should ensure all leadership decisions consider the potential effect on workforce wellness.

Establish a sufficiently resourced Well-Being/Clinical Transformation Center that is responsible for improving clinician well-being, improving clinical workflows and EHR performance, and enhancing a sense of community among physicians and other health professionals in the organization.

Box Section Ref ID

Q&A

STEP 4 Measure Burnout and the Predictors of Burnout Longitudinally

Establish physician wellness or burnout as a critical quality metric on the organization's data dashboard. Assess burnout, its drivers, and the costs to the organization at least annually and report the results regularly to the organization's governing board.

Survey instruments to assess physician well-being include the:

a©MedEd Web Solution. Dr Shanafelt is a co-developer of the Well-Being Index and may receive royalties from the licensing of this tool.

bNote: The AMA can survey your organization and provide customized, detailed feedback. Please contact us at practice.transformation@ama-assn.org with “Mini-Z Request” in the subject line.

STEP 5 Strengthen Local Leadership

The leadership skills of a physician's direct supervisor can have a powerful impact on physician burnout. For example, one study of several thousand physicians found that every 1-point increase in leadership score (based on a total possible score of 60 from 12 questions each scored on a 5-point Likert scale) for a physician's immediate supervisor was associated with a 3.5% decrease in the likelihood of burnout and a 9.1% increase in physician satisfaction.17

For this reason, it is important to regularly assess the leadership performance of division chiefs, department heads and other direct supervisors of physicians. This can be done directly, by surveying the individuals they lead, and indirectly, by evaluating the well-being scores of those under their leadership.

Leaders can also combat physician burnout by ensuring that physicians have some control over their work environment and the nature of their work. For example, having control over the start and stop times of clinic, appointment length, and task delegation among the physician's team can improve career satisfaction and retention.

In addition, it is important to allow time for physicians to pursue their passions. Research has shown that if work is structured so that physicians have 20% of their time dedicated to the professional activities they find most meaningful, such as quality improvement work, community outreach, mentorship, teaching, meeting needs of underserved, etc., then burnout is reduced.2

Box Section Ref ID

Q&A

  • What are the important attributes of leaders who support the professional satisfaction of others?

    In the words of physicians, a leader who promotes professional satisfaction17:

    • Holds career development conversations with me

    • Inspires me to do my best

    • Empowers me to do my job

    • Is interested in my opinion

    • Encourages employees to suggest ideas for improvement

    • Treats me with respect and dignity

    • Provides helpful feedback and coaching on my performance

    • Recognizes me for a job well done

    • Keeps me informed about changes taking place at my organization

    • Encourages me to develop my talents and skills

  • Are there other ways leadership can improve communication and relationships with physicians?

    Several methods can help physicians build strong, enduring bridges with administration.

    • Establish “co-creation” as the standard approach for organizational initiatives, including in the development of institutional policies and regulations. With a co-creation approach, policies are created with input from both organizational leaders and those who will be impacted by the policies.18

    • Choose to “empower and encourage” rather than “design and deploy” or “command and control” when rolling out new initiatives. This method requires local customization within standard workflows. For example, rather than developing a standard template for daily huddles that is mandated for all practices, invite each practice to develop a template and create the time, location, and content of daily huddles that fits best within their workflow. The template users know what is most helpful to them.

    • Develop a communication platform for physicians to address daily work challenges and rapidly disseminate key issues from the front lines to top-level leadership who are capable of addressing these issues.

    STEPS Forward™ offers several modules on improving leadership.

STEP 6 Develop and Evaluate Interventions

We suggest creating a toolkit of interventions and the associated staff to assist with their implementation, and then inviting individual units to choose where to start. If your organization has a Wellness Center, the Center's staff could track and report annually on how the interventions impact well-being and other metrics, such as productivity and retention.

Workflow improvements are among the most powerful interventions to reduce burnout. In addition, combating professional isolation and increasing opportunities to build community within the workforce can improve satisfaction. In the Healthy Work Place trial, 3 types of interventions were successful: workflow redesign, communication improvements between provider groups, and quality improvement initiatives in chronic disease management in areas of concern to clinicians.19 Social isolation has become more prevalent, especially for physicians in ambulatory practice. Organizations can intentionally support collegiality and create community by re-examining how the physical space is designed, activities are scheduled, and channels of communication are employed.

Physical space

Optimizing space in a way that is conducive to communication and collaboration can take many forms.

The University of Minnesota created collaboration hallways in its ambulatory clinics building. These corridors of communal workspaces cut crossways through patient care hallways. An endocrinologist can walk down the collaboration hallway to easily consult with a dermatologist. A surgeon can walk over to talk with a general internist about their mutual patient.

At Beth Israel Deaconess Medical Center and Atrius Health, both in Boston, space is assigned to encourage people of different roles to cross paths with each other in the course of the day, increasing the opportunities for communication. For example, Atrius Health co-locates physicians with MAs and nurse practitioners in a common office that is on a shared corridor with other teams.

Other organizations have found that a provider lunchroom, physicians' lounge, or other meeting space helps to combat isolation and build stronger working relationships.

Schwartz Rounds/Empathy forums

Supportive forums for health professionals to explicitly address the emotional and spiritual needs of patients and caregivers can build a sense of community within an organization.20

Physician engagement groups

Mayo Clinic offers all of their physicians the opportunity to meet in small groups for dinner at a restaurant in town to discuss topics related to physicianhood every 2 to 4 weeks. A discussion question is provided to start the conversation. Mayo Clinic pays for the cost of these meals. Burnout was shown to decrease in those who participated.21

Writing and literature groups

Other organizations have supported writing and literature groups for their workforce as a means of strengthening social connections. For example, The Stanford Literature & Medicine Dinner and Discussion series is an opportunity for physicians to come together and share a meal while discussing works of literature. This program is supported by the WellMD office at Stanford.

Efficiency of Practice
STEP 7 Improve Workflow Efficiency and Maximize the Power of Team-Based Care

Physicians spend nearly 2 hours on EHR and deskwork for every hour of direct clinical face time with patients.22 This is often not satisfying to patients or to physicians. Many practices can save several hours of physician and support staff time per day by strategically re-engineering the way the work is done, the way technology is used, and the way care is shared according to ability within the team.

For example, some work, such as prescription renewal or results reporting, can be re-engineered to be moved out of the physician's workflow. Other work, such as visit note documentation and order entry, can be delegated to other members of the team.

Box Section Ref ID

Q&A

  • Where can I learn more about improving workflow efficiency?

    The STEPS Forward portfolio of toolkits can provide guidance and practical tools and actionable downloads, including sample policies, checklists, and metrics for each intervention. A practice team or pilot group can use the STEPS Forward Practice Assessment to assess their organization's current state and guide their choice as to where to start. Many organizations have also found that including patients and families in the change process results in better outcomes.

  • Where can I learn more about leading change?

    Change management techniques, such as Lean, PDSA cycles, and Listen-Sort-Empower can be helpful for empowering frontline workers to choose the problems they want to solve and to create and assess solutions themselves with support and guidance of organizational leaders. It is important that those doing the work have some control over how their work is done, both on a day-to-day basis and during times of significant process redesign.

STEP 8 Reduce Clerical Burden and Tame the EHR

The EHR is a significant source of stress and burnout for physicians. Some of this relates to the design and regulation of EHRs, but much of the stress is due to organizational decisions made during implementation. Many of these decisions have pushed more work to the physician—work that may not require a medical education—and thus contributes to time pressure and demoralization.

In late 2021 to 2022, three in five physicians reported at least one manifestation of burnout, a problem consistent across nearly all specialties. Your organization may want to track additional metrics of EHR use.23 Some of these can be measured behind the scenes with programs supplied by the EHR vendor, while others may require direct observation through time-motion studies or diaries.

Table 1. Key Measures of EHR Inefficiencies

MeasureAbbreviationDefinition
Total EHR timeEHR-Time8
  • Total time on EHR (during and outside of clinic sessions) per 8 h of patient scheduled time.

  • Example: A physician with 32 patient-scheduled hours per week, 20 h of EHR time during scheduled hours, 10 h of WOW each week would have EHR-Time8 of 30/32 × 8 = 7.5.

Work outside of workWOW8
  • Time on EHR outside of scheduled patient hours per 8 h of patient scheduled time.a

  • Example: A physician with 32 scheduled patient hours per week and a total of 10 h of EHR time outside of these scheduled hours would have WOW8 = 10/32 × 8 = 2.5.

Time on encounter note documentationDoc-Time8
  • Hours on documentation (note writing) per 8 h of scheduled patient time

  • Example: A physician with 32 scheduled patient hours per week and a total of 20 h of documentation time (both in the room with the patient and outside of the room) per week would have DocTime8 of 20/32 × 8 = 5.0.

Time on prescriptionsScript-Time8
  • Total time on prescriptions per 8 h of patient scheduled time

  • Example: A physician spends 3 h per week on prescription work and has 24 h of patient scheduled time per week. Script8 = 3/24 × 8 = 1

Time on inboxIB-Time8
  • Total time on inbox per 8 h of patient scheduled time

  • Example: A physician spends 10 h per week on Inbox work and has 20 h per week of patient scheduled time. IB8 = 10/20 × 8 = 4

Teamwork for ordersTWORD
  • The percentage of orders with team contribution

  • Example: A physician working with a team that is empowered to pend, send orders by protocol, or operationalize verbal orders, may compose 25% of the orders from start to finish on their own, while the rest are pended or completed by team members for the physician's co-signature. In this case, TWORD = 75%.

Undivided attentionATTN
  • The amount of undivided attention patients receive from their physician. It is approximated by [(total time per session) minus (EHR time per session)]/total time per session.

  • Example: A physician who is actively on the EHR 3 h of a 4-h clinic session would have a lower ATTN score (4-3)/4 = 0.25 than would a physician who was actively on the EHR 1 h of a 4-h clinic session. (4-1)/4 = 0.75.

Organizations have taken different approaches to reduce the burden of the EHR. For example, Atrius Health has created a “Joy in Practice IT bundle” to improve physician efficiency and reduce stress. This bundle includes:

  • Wide screen monitors replaced smaller screens in exam rooms so that physicians had continuity between their desktop view and the view in the exam room

  • Efficiency assessment through the EHR vendor's use tool to generate data on inefficient actions and then target interventions to improve efficiency

  • Workflow assessment involving a comparison of a given unit's workflow to Atrius Health's ideal practice model, with change management assistance to transform toward the ideal model if desired

  • Electronic prescribing of controlled substances (EPCS) using a smartphone application (for more information, visit the Drug Enforcement Administration's Diversion Control Division website)

  • Clinical leadership and operations leadership engagement that encourages clinical and IT leadership to team up to solve challenges

Other organizations have implemented the following to reduce the clerical burden of EHRs:

  • Tap and Go badge sign-in

  • Voice recognition software with natural language processing

  • Team documentation

Box Section Ref ID

Q&A

Personal Resilience
STEP 9 Support the Physical and Psychosocial Health of the Workforce

Physicians are highly resilient individuals. In fact, a study in 2020 found that physicians have higher levels of resilience than the general population.24 And yet, even among the most resilient physicians, nearly 1 in 3 experienced burnout.24 While the majority of physician well-being is driven by systems factors within the institution or the health care system at large, it is also important to support self-care efforts at the individual level.

To support wellness, some organizations provide assistance for physicians in accomplishing basic life tasks. For example, one organization has arranged for onsite dry cleaning drop off, another arranges for home delivery of healthy meals as a thank you for service on institutional committees, and another has an office that provides resources and referrals for physicians as they manage childcare or care for aging parents.

An organization may also choose to regularly assess physician self-care as part of an annual survey.

Box Section Ref ID

Q&A

  • What are some additional measures that an organization can take to support personal wellness and resilience?

    • Provide access to healthy food and beverages

    • Offer training in mindful eating and set aside the time to practice the technique

    • Install on-site exercise facilities

    • Offer on-site showers (so that workers can bike or run to work or exercise during a work break)

    • Present convenient opportunities for yoga, tai chi, mindfulness, or other resiliency-oriented classes

    • Establish a quiet “refresh and recharge” room for physicians to go to after a stressful event

    • Develop a peer support program so that physicians are trained to listen to their peers undergoing trauma from lawsuit, medical error, career misgivings, etc.

    • Extend counseling with a financial professional via an annual review of financial health

    • Include self-care in the institution's code of ethics

    • Establish after-hours, off-site, and confidential psychological counseling services

    • Integrate presentations on personal resilience and well-being into the calendar of scheduled grand rounds or other organizational presentations

    • Teach compassion and self-compassion22

Conclusion

At a time of dynamic change in medicine it is essential to improve the experience of the caregivers, which depends on recognizing the costs of burnout and the value of a fulfilled professional workforce. Recognizing and quantifying the problem of burnout is the first step toward meaningful systematic change. Creating the organizational foundation for Joy in Medicine can be achieved by addressing issues within the 3 domains of physician well-being: efficiency of practice, culture of wellness, and personal resiliency.

Executive leadership teams have an opportunity to improve the health and well-being of patients, and their organization's financial bottom line, by improving the health and well-being of physicians and their practices.

Further Reading

Journal Articles and Other Publications

  • Shanafelt T, Stolz S, Springer J, Murphy D, Bohman B, Trockel M. A blueprint for organizational strategies to promote the well-being of health care professionals. NEJM Catal. 2020;1(6). doi: 10.1056/CAT.20.0266

Enjoy complimentary access to the full text of this article and learn more about this newest publication from NEJM Group.

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Article Information

AMA CME Accreditation Information

Credit Designation Statement: The American Medical Association designates this enduring material activity for a maximum of .50 AMA PRA Category 1 Credit™. Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Disclosure Statement: Unless noted, all individuals in control of content reported no relevant financial relationships.

Renewal Date: October 19, 2020

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Disclaimer: AMA STEPS Forward® content is provided for informational purposes only, is believed to be current and accurate at the time of posting, and is not intended as, and should not be construed to be, legal, financial, medical, or consulting advice. Physicians and other users should seek competent legal, financial, medical, and consulting advice. AMA STEPS Forward® content provides information on commercial products, processes, and services for informational purposes only. The AMA does not endorse or recommend any commercial products, processes, or services and mention of the same in AMA STEPS Forward® content is not an endorsement or recommendation. The AMA hereby disclaims all express and implied warranties of any kind related to any third-party content or offering. The AMA expressly disclaims all liability for damages of any kind arising out of use, reference to, or reliance on AMA STEPS Forward® content.

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