Inventory
management
Presented by: Ameena Hassan
What in the impact of Poor inventory
management?
1. Financial impact
2. Patient safety
3. Staff
Challenges
Physician preference
Diversity of OR
procedure
Typical practice
Preference card
management
Limited data
Lack of automated
inventory system
Multiple categories of
supplies
Duplication
Duplication
• Surgical suits
• OR core area
• Specialty carts
• Case pick area
• Case carts /baskets
• Bulk storage area
• Other non official areas
7 location where exactly you can find same products
Procedure challenge
Just in case(JIC) practices
Physician preference
Typical practice
Lack data to support inventory levels
• Perioperative nurse ensuring that surgeon has every thing on their preference on
table
Supply acquisition and distribution are happen by people who does
not know any this about OR
• Lack of integration between supply chain and operation services
Typical practice
No defined PAR level
Perioperative nurse lacking knowledge and understanding about
inventory management
Preoperative nurse focus on patient care not on inventory
management
Data analysis gabs
• Lack of technology
• Data master file
• Issues and usage report
• OR It system reports
• Determine where you are –annual spend,inventory & return
• Decide where you wants to be –targets ,goals
• Preference cards/ or lack of preference cards
Taking greater control on OR inventory
Product
consignment
Product
consolidation
Product
standardization
Control new
products and
vendor
Improve
Acquisition
and
distribution
Next steps
• Establish abase line
• Set measurable goals
• Assemble a team
• Determine appropriate solutions
• Develop and action plan measure your success
What is inventory ?
1. Reusable equipment and consumable items that are used to
provide healthcare services for patients.
2. Only consumable items
3. The surgical equipment
Inventory
Reusable equipment and consumable
items that are used to provide
healthcare services for patients.
Inventory Types
 Consumable inventory
 Reusable inventory (lower cost)
 Reusable inventory (higher cost)
All items are considered assets and represent a significant
financial inestment by the facility.
Consumable Inventory Cycle
(Disposable Items)
Purchase
Copyright IAHCSMM 2007
Store
Use
Discard
Consumable Inventory Items
 Cleaning Supplies
 Disposable gloves
 Gowns
 Sutures
Reusable Inventory
Lower Cost
 Assets that are
relatively inexpensive
that such as medical
devices and sterilization
containers that can be
reused as healthcare
services are provided to
patients.
Reusable Inventory
Higher Cost
 Items such as operating
table ,diathermy
machines ,laparoscopic .
 High cost, reusable
inventory items are called
capital equipment.
Inventory
 Must be managed to
prevent Stock Outs.
 Must be managed to
provide equality patient
care.
 Must be managed to
control operating costs.
Common Causes of
Lost Sterile Items
 Expiration
 Contamination
 Obsolesence – item replaced by a new version
 Loss
 Taken by unauthorized individual
Expiration Dates
 Some commercially
sterilized items have
expiration dates.
 Those dates must
be checked and
outdated (expired)
items must not be
dispensed for
use.
Package Symbols
 Do Not Reuse –
Single Use
Only
 Date of
Manufacture
“Contents Sterile Unless Damaged or
Opened”
Packages with this type of
statement are determined to
remain sterile unless their barrier
is compromised by an event.
Event-Related Sterility
Applies to all packages.Even packages
with expiration dates can have a
shortened shelf-life if they are
compromised by an event (i.e. moisture,
holes, tears, etc.)
Inventory Replenishment and Distribution Systems
• A variety of systems used to replenish
consumable supplies in patient care
areas.
PAR-Level Systems
 Periodic Automated
Replenishment (PAR)
 An inventory
replenishment system
in which the desired
amount of products is
established and
inventory replenishment
returns to the quantity
of products to this level.
Automated Supply Replenishment
Systems
 Use a computerized
system to gather and
track the issuing of
patient items.
 Automated systems are
generally connected to
healthcare facility’s
inventory managing
system.
Case Cart Systems
 An inventory control
system primarily used in
the operating room,
that uses a cart that is
specifically prepared for
one procedure.
 Folowing the procedure
unused, unopen sterile
items are returned to
storage, all soiled
instruments are sent to
decontamination area.
Stock Out
A condition that occurs when inventory
items that are needed to provide
healthcare services to patients are
unavailable.
Too Much Inventory...
 Too much cash invested in excessive stock levels
 More storage space needed
 Greater Risk of Damage, Loss, Obsolescence or
pilferage/theft
 Requires more time to Manage
Too Little Inventory...
 Supply Shortages
 Emergency Purchases
 Negative Effect on Patient Care
Storage Standards
 Storage locations must
be kept clean.
 Clutter or overstocking
can lead to package
damage.
 Packages must be
protected from “events”
that can contaminate
them.
Manual and Automated Inventory Systems
Manual Inventory Systems
 Use a paper
method to
document and track
transactions.
Automated Inventory Systems
 Use a computerized
method to document
and track transactions.
 Automated systems
yield more data
because the information
is more easily
managed and stored.
Automated Inventory Systems
Automated Inventory Tracking Systems
 Used to facilitate the
accurate tracking of
inventory.
 Usually done using Bar
Codes or Radio
Frequency
Identification.
Inventory is Constantly
Changing
 New Items are constantly being introduced.
 New Equipment and Technologies often
require disposable components.
 Planning is important to ensure that
operating room nurses is made aware of
the new items and educated about them.
The Role of perioperative nurses in
Inventory Management
 Learning processes such as:
• How orders are placed.
• How to identify items.
• How to locate items.
 Learning about new products entered in the system
 Understanding the info on the commercially-sterilized
packages.
 Reporting concerns, such as:
• Excessive demands
• Low quantities
• Storage issues
Nurses are only responsible about the
inventory management?
1. True
2. False
Organize supply chain team
Team member should include
•Material management
•OR leadership and clinical expert
•Administrator
Review all policies related to
inventory management
Do a walk through
• Include entire team
• Visit stocking location
• Look for duplication and excess inventory
• Look for mission bins
• Observe case pick process
• Review pick list
• Evaluate daily return from OR
• Review group observations
Questions?

new inventory in the operation theatre and challenges

  • 1.
  • 2.
    What in theimpact of Poor inventory management? 1. Financial impact 2. Patient safety 3. Staff
  • 4.
    Challenges Physician preference Diversity ofOR procedure Typical practice Preference card management Limited data Lack of automated inventory system Multiple categories of supplies Duplication
  • 5.
    Duplication • Surgical suits •OR core area • Specialty carts • Case pick area • Case carts /baskets • Bulk storage area • Other non official areas 7 location where exactly you can find same products
  • 6.
    Procedure challenge Just incase(JIC) practices
  • 7.
  • 8.
    Typical practice Lack datato support inventory levels • Perioperative nurse ensuring that surgeon has every thing on their preference on table Supply acquisition and distribution are happen by people who does not know any this about OR • Lack of integration between supply chain and operation services
  • 9.
    Typical practice No definedPAR level Perioperative nurse lacking knowledge and understanding about inventory management Preoperative nurse focus on patient care not on inventory management
  • 10.
    Data analysis gabs •Lack of technology • Data master file • Issues and usage report • OR It system reports • Determine where you are –annual spend,inventory & return • Decide where you wants to be –targets ,goals • Preference cards/ or lack of preference cards
  • 12.
    Taking greater controlon OR inventory Product consignment Product consolidation Product standardization Control new products and vendor Improve Acquisition and distribution
  • 13.
    Next steps • Establishabase line • Set measurable goals • Assemble a team • Determine appropriate solutions • Develop and action plan measure your success
  • 14.
    What is inventory? 1. Reusable equipment and consumable items that are used to provide healthcare services for patients. 2. Only consumable items 3. The surgical equipment
  • 15.
    Inventory Reusable equipment andconsumable items that are used to provide healthcare services for patients.
  • 16.
    Inventory Types  Consumableinventory  Reusable inventory (lower cost)  Reusable inventory (higher cost) All items are considered assets and represent a significant financial inestment by the facility.
  • 17.
    Consumable Inventory Cycle (DisposableItems) Purchase Copyright IAHCSMM 2007 Store Use Discard
  • 18.
    Consumable Inventory Items Cleaning Supplies  Disposable gloves  Gowns  Sutures
  • 19.
    Reusable Inventory Lower Cost Assets that are relatively inexpensive that such as medical devices and sterilization containers that can be reused as healthcare services are provided to patients.
  • 20.
    Reusable Inventory Higher Cost Items such as operating table ,diathermy machines ,laparoscopic .  High cost, reusable inventory items are called capital equipment.
  • 21.
    Inventory  Must bemanaged to prevent Stock Outs.  Must be managed to provide equality patient care.  Must be managed to control operating costs.
  • 22.
    Common Causes of LostSterile Items  Expiration  Contamination  Obsolesence – item replaced by a new version  Loss  Taken by unauthorized individual
  • 23.
    Expiration Dates  Somecommercially sterilized items have expiration dates.  Those dates must be checked and outdated (expired) items must not be dispensed for use.
  • 24.
    Package Symbols  DoNot Reuse – Single Use Only  Date of Manufacture
  • 25.
    “Contents Sterile UnlessDamaged or Opened” Packages with this type of statement are determined to remain sterile unless their barrier is compromised by an event.
  • 26.
    Event-Related Sterility Applies toall packages.Even packages with expiration dates can have a shortened shelf-life if they are compromised by an event (i.e. moisture, holes, tears, etc.)
  • 27.
    Inventory Replenishment andDistribution Systems • A variety of systems used to replenish consumable supplies in patient care areas.
  • 28.
    PAR-Level Systems  PeriodicAutomated Replenishment (PAR)  An inventory replenishment system in which the desired amount of products is established and inventory replenishment returns to the quantity of products to this level.
  • 29.
    Automated Supply Replenishment Systems Use a computerized system to gather and track the issuing of patient items.  Automated systems are generally connected to healthcare facility’s inventory managing system.
  • 30.
    Case Cart Systems An inventory control system primarily used in the operating room, that uses a cart that is specifically prepared for one procedure.  Folowing the procedure unused, unopen sterile items are returned to storage, all soiled instruments are sent to decontamination area.
  • 31.
    Stock Out A conditionthat occurs when inventory items that are needed to provide healthcare services to patients are unavailable.
  • 32.
    Too Much Inventory... Too much cash invested in excessive stock levels  More storage space needed  Greater Risk of Damage, Loss, Obsolescence or pilferage/theft  Requires more time to Manage
  • 33.
    Too Little Inventory... Supply Shortages  Emergency Purchases  Negative Effect on Patient Care
  • 34.
    Storage Standards  Storagelocations must be kept clean.  Clutter or overstocking can lead to package damage.  Packages must be protected from “events” that can contaminate them.
  • 35.
    Manual and AutomatedInventory Systems
  • 36.
    Manual Inventory Systems Use a paper method to document and track transactions.
  • 37.
    Automated Inventory Systems Use a computerized method to document and track transactions.  Automated systems yield more data because the information is more easily managed and stored.
  • 38.
  • 39.
    Automated Inventory TrackingSystems  Used to facilitate the accurate tracking of inventory.  Usually done using Bar Codes or Radio Frequency Identification.
  • 40.
    Inventory is Constantly Changing New Items are constantly being introduced.  New Equipment and Technologies often require disposable components.  Planning is important to ensure that operating room nurses is made aware of the new items and educated about them.
  • 41.
    The Role ofperioperative nurses in Inventory Management  Learning processes such as: • How orders are placed. • How to identify items. • How to locate items.  Learning about new products entered in the system  Understanding the info on the commercially-sterilized packages.  Reporting concerns, such as: • Excessive demands • Low quantities • Storage issues
  • 42.
    Nurses are onlyresponsible about the inventory management? 1. True 2. False
  • 43.
    Organize supply chainteam Team member should include •Material management •OR leadership and clinical expert •Administrator Review all policies related to inventory management
  • 44.
    Do a walkthrough • Include entire team • Visit stocking location • Look for duplication and excess inventory • Look for mission bins • Observe case pick process • Review pick list • Evaluate daily return from OR • Review group observations
  • 45.

Editor's Notes

  • #7 A driving factor behind the “high cost of doing business” in the operating room has long been physician preferences. Many surgeons develop preferences for specific products or vendors early in their careers. In the past, there was little reason for surgeons to change from the products they used since beginning their practices. While many products are similar, one study showed that surgeons select surgical products without any comparative performance data, like products do not have equivalent performance profiles.6 So something as simple as a suture or an endo-mechanical trocar may not perform equally when being used in surgery. This supports the case that surgeon preferences do need to be considered when a facility is looking to standardize on products. At the same time, many products used in the operating room may be clinically equivalent and could be standardized. For example, basic gowns and drapes should not affect the performance of the procedure, or the patient outcomes, and may offer facilities the ability to standardize and consolidate products as a cost savings measure. According to a report by the Studer Group, surgeons seek four things from hospitals: quality, efficiency, input, and appreciation. Responding to physician preference requests, according to Eric Studer, demonstrates to surgeons that the facility values them, respects their time, cares about their patients, and wants them to have an efficient environment in which to do their work.7 So, the dilemma is how to affect cost savings and not create a hostile work environment. There are strategies to accomplish this in a way that is beneficial for both the facility and physicians. Specific strategies will be discussed later in this activity