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. Author manuscript; available in PMC: 2016 Jul 28.
Published in final edited form as: Jt Comm J Qual Patient Saf. 2016 May;42(5):196–206. doi: 10.1016/s1553-7250(16)42025-8

Table 1. Quality Improvement (QI) Taxonomy*.

QI Strategy Definition Examples of Methods Surgical Examples
Articles reporting any QI intervention (1–9) must include 1 additional item (10 & 11) from Table 1.
1. Provider reminder systems Any "clinical encounter-specific" information intended to prompt a clinician to recall information or consider a specific process of care Decision aids Reminders MEWS
The WHO Surgical Safety Checklist
2 Facilitated relay of clinical data to providers Transfer of clinical information from patients to the provider (not during a patient visit) Telephone call Postal contact Relay of BP measurements to the preassessment team
3 Provider education Dissemination of information Educational outreach visits Distribution of educational material
Clinical guideline information
Component separation training and recurrence rates Cadaveric training and surgeon confidence
4 Patient education Dissemination of information Distribution of educational material
Individual or group sessions
Trimodal pre-habilitation programs compliance and effect on LOS
5 Promotion of self-management Access to a resource that enhances the patients' ability to manage their condition BP devices Patient diaries Follow-up phone calls with recommended adjustments to care
6 Patient reminders Any methods of encouraging patient compliance to self-management Appointment reminders SMS exercise reminders before bariatric surgery
7 Organizational change Any change in organizational structure Multidisciplinary teams Communication Health records Changes to staff rota to facilitate early patient mobilization after elective arthroplasty
8 Financial, regulatory, or legislative incentives Any financial bonus, reimbursement, or provider-licensure scheme Positive or negative incentives for providers or patients 18-week wait target for elective orthopedic surgery
9 Feedback Any feedback of clinical performance Distribution of feedback via staff education sessions or e-mails; can occur as part of SPC or audit and feedback Percentage of patients achieving target LOS
Articles reporting any QI technique (10 & 11)
10 Audit and feedback Any feedback of clinical performance summarizing percentages of patients who have achieved a target outcome that has been measured at intervals over time PROMs
LOS
Morbidity and Mortality
Percentage of patients achieving target LOS
11 QI methods Systematic techniques for identifying defects in clinical systems and making improvements, typically involving process measurement and remeasurement PDSA, Six Sigma, TQM, CQI, SPC, Lean Improving processes for acetabular cup placement in minimally invasive hip surgery

MEWS, Modified Early Warning System; WHO; World Health Organization; BP, blood pressure; LOS, length of stay; SMS, surgeon-monitored sedation; SPC, statistical process control; PROM, Patient-Reported Outcome Measure; PDSA, Plan-Do-Study-Act; TQM, total quality management, CQI, continuous quality management.

* Adapted from Shojania K, et al. Closing the Quality Gap: A Critical Analysis of Quality Improvement Strategies (Vol. 1: Series Overview and Methodology). Technical Reviews, Rockville (MD): Agency for Healthcare Research and Quality, 2004.