In this episode of TeamUP! we have a quick teamBIT in our tech for teams season, this one is on Electronic Medical Records.

I jump into thinking about how to use the EMR for decision support and recalls and admit that we have to start with improving data quality and encourage teams to think about promoting someone on the team to a role of data quality improver or recaller.

As always - please send us feedback by email isu@familymed.ubc.ca - now is a great time to suggest future topics or pose questions.

In this short season of primary care TeamUP! teamBITS, Morgan is going solo with a few teamBITS on different, common technology that primary care teams are using. This season comes from a few requests from you - so please do send us feedback:

Email us: isu@familymed.ubc.ca

Or through: teamuppod.com

And don’t worry … Sarah will be back! She’s deep into the audio of TeamUP! Season 5, which is shaping up to be our biggest season of TeamUP! yet.

That’s a wrap! We finish Season 3 of TeamUP with some reflections on the topics covered and talk about next steps for TeamUP.

Also, the BC Team-Based Care Advisory Committee is setting up a way to help address your questions on how to do team based care better.

First you can search the website for useful resources at teambasedcarebc.ca

And now, if you don’t see an answer, then reach out to learningneeds@teambasedcarebc.ca with your specific question.

While you are there you can sign up for TeamUP Webinars, which will be ongoing this year.

Thank you to all our guests on this season you made the season so much fun!

We are looking forward to diving into planning Season 4 of the podcast and it will be coming out early next year.

-- Sarah and Morgan

This episode is a little bit different. Morgan and Sarah had the opportunity to have a conversation with some of the new Team Based Care Coaching Team from Doctors of BC. In this episode we share back their perspectives on the experiences they have had working as ‘at the elbow’ coaching supports in BC. The coaches share some stories from working with distributed teams and highlight a number of key elements in setting teams up for success including: Setting the foundation; building strong relationships and trust to enhance psychological safety in teams; focusing on communication and coordination; and developing role clarity. We had the chance to dive into a lot of these elements over the course of this season of teamup and it was so great to hear it all tie together in this conversation!

Thanks to our special guests:

• Erin Lutz, Manager, Practice Support and Service Delivery, Team Based Care, Doctors of BC
• Carleigh Reynolds, Team Based Care Coach, Doctors of BC
• Ruth Ann Robinson, Team Based Care Coach, Doctors of BC
• Lindsay Ferguson, Team Based Care Coach, Doctors of BC

Links to Resources

There are a number of great resources designed to support teams wherever they are at in thier journey. Check out Teambasedcarebc.ca where you will find searchable resources for patients, caregivers and family members; care providers an/or team members; planners, designers or improvers.

Many of the resources referenced by the team based care coaches can be found here: GPSC Guide to TBC

Setting the Foundation

• TBC Learning Series and PSP supports
• Teambasedcarebc.ca
• TeamUp Podcast S03 E1: What do we mean by distributed primary care teams?

Building Strong Relationships and Trust

• Team Up Podcast S03 E08 Pulse Check
• TeamUP Podcast S03 E02 Huddles
• Team Huddles (Resource)
• Team Agreements (Resource)
• TeamUp Webinar: Tools for Teams- Exploring Psychological Safety

Communication and Coordination

• TeamUp Podcast S03 E03: Case Conferencing in Distributed Primary Care Teams
• TeamUp Podcast S03 E05: Case Conferencing in distributed primary care teams
• TeamUp Podcast S03 E06: Handing Over Care within distributed primary care teams
• Teamwork and Communication Action Series

Role Clarity

• TeamUp Podcast S03 E08: A quick intro to Team Mapping
• TeamUp Podcast S03 E09: Clearer Roles in Distributed Primary Care Teams
• Team Mapping Introduction

Roles roles roles. In this episode Sarah and Morgan talk about the importance of role clarity in teams, and in distributed teams in particular. They also give some great examples of tangible things that can be tried in teams to improve role clarity.

Guest featured in this episode:

• Kaila McGann and Christine Matuschewski from the STEPS CHC (Steps TeamUp Webinar)
• Erin Lutz, Doctors of BC (Team Based Care Coaching team)

Resources

• Navigating the team based care journey- Guide to GPSC TBC Resources
• https://teambasedcarebc.ca/resources/resource/guide-to-gpsc-team-based-care-resources/
• Team Mapping Teambit
• Teambasedcarebc.ca resources includes a number of Role Descriptions from BC Ministry of Health (includes descriptions of clinical pharmacist, registered dietician. respiratory therapist, physiotherapist, occupational therapist, and Registered Nurse in Primary Care)

In this episode Morgan tries to convince Sarah about the value of doing another survey - and he succeeds! (well almost)

We are talking about doing team pulse checks - very rapid polls or surveys to get actionable feedback within your team as a way to build up positive momentum and a sense of being a team.

Think about a pulse survey as checking team vitals.

Some example Primary Care Pulse Checks

ISU has made these in Google Forms. Feel free to copy them and use them yourselves or copy the idea of the pulse check and use the questions in whatever you want to use (email, etc.).

• Team Pulse Check - Checking in on how the team thinks it is doing.
• Team Member Pulse Check - Checking in on how members of the team are doing
• Pulse Check on Providing Care - Getting feedback on how the team feels they are doing in supporting the patients they serve.
• Primary Care Equity Pulse Check - Getting feedback on how the team feels about both team equity and equitable access for your patients.

Also add a question or two specific to your team at the end to make them actionable and relevant.

Some general links to pulse surveys:

Why you need to invest in Pulse Surveys

What is an Employee Pulse Survey? - Qualtrics

Your guide to Remote + On-site Work Pulse

In this episode Sarah provides an overview of Team Mapping. Team mapping is a tool to support primary care clinical teams build shared understanding of roles, expertise and how a team wants to work together. In this episode, we’ll first talk about the Team Mapping session itself as most people want to hear about that. Then we’ll dive into a bit more about the preparation and feedback stages. So, if you are a coach or someone who is interested in team mapping be sure to listen to the description of how you set up and prepare for a session as well as the feedback stage!

Resources

Team Mapping Facilitator Toolkit (with full Persona Library)

Miroverse Map Template (includes a link to the facilitator toolkit)

Team Mapping Publication

Good handover of care within primary care teams is essential. It is harder to do well when you are distributed. In this short TeamBIT Morgan talks about:

• Team norms for shared care
• Explicit handover

And how to use these in different kinds of distributed teams.