Tumor board workflow challenges in preparation, presentation and documentation

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Tumor board workflow challenges
in preparation, presentation and
documentation

Executive summary
Worldwide, tumor boards share the goal of improving         point of preparation. Manual processes for planning
patient care and achieving optimal treatment outcomes.      and managing tumor boards can negatively affect
Those objectives have been a driving force for              information-sharing during the meetings and lead to
multidisciplinary oncology care team meetings since the     treatment decisions that are not fully informed and/or
early tumor board meetings reported by John C. O’Brien,     documented. Subsequent group communication and
MD, in the late 1960s at Baylor Hospital, as well as the    post-meeting next steps can lack clarity where these
regular breast tumor conferences at MD Anderson             common workflow challenges are present, increasing
Hospital and Tumor Institute in the 1970s.1                 the risk that treatment decisions might not be fully
                                                            implemented in practice.
However, many tumor boards also share a series of
inefficiencies related to workflow challenges, and many     For those reasons, a well-defined, standardized process
practitioners are investigating the role and efficacy       for preparation, presentation and documentation is
of tumor boards in medical systems.2 In addition to         necessary for tumor boards to realize their full potential
overall inefficiency, workflow challenges can lead to       for multidisciplinary decision-making, patient care and
inconsistencies and hinder the ability to deliver optimal   patient outcomes. This white paper explores common
benefits of multidisciplinary collaboration. For example,   tumor board workflow challenges and tumor board
collecting and organizing patient information is a          experiences before, during and after meetings. Other
time-consuming task for each participant, one that is       papers in this series from Roche Diagnostics Information
often not standardized among specialists and among          Solutions provide analyses of tumor board benefits and
various tumor boards within the same institution,           current practices.
resulting in inefficiency and/or inconsistency at the
The impact of inefficient workflow on cancer care
Described in simple terms, a tumor board is a meeting         Tumor boards are commonplace but vary in size, area
of physicians and other care providers across various         of focus and meeting frequency depending on the
disciplines related to individual cancer cases – a            institution. Most tumor boards follow a similar workflow
platform for specialists to come together to review each      (see Figure 1). Given the complexity of gathering patient
patient cancer case and reach consensus on proper             data from disparate sources – and the fact that there
diagnosis and treatment plan. Attendees typically             are multiple touch points in play before, during and
include oncologists (medical, surgical and radiation),        after each meeting – it is easy to see how workflow
radiologists, pathologists and nurse navigators; at           inefficiencies can overwhelm participants and hinder the
times, other specialists, primary care physicians and         group’s ability to make and follow through on treatment
social workers are present as well. This multidisciplinary    decisions.
approach supports evidence-based decision-making
and facilitates care coordination to ultimately optimize
patient care and treatment outcomes.

Typical tumor board workflow

                              Each participant works individually to gather all patient information while focusing
  Collect Patient Data        on the most relevant data related to his or her specialty to address patient-specific
                              concerns.

                              A cancer center coordinator plans the logistics of the meetings for the year,
  Coordinate Logistics        scheduling a time, date and place for each meeting, and inviting the appropriate
                              specialists.

                              A nurse navigator organizes the agenda and provides the list of patients to be
  Prepare for Meeting
                              discussed at each meeting.

                              The specialist who requested convening on the case presents the patient-specific
                              issues, allowing each participant to present his or her findings with related artifacts
 Conduct Tumor Board          previously collected. Once all relevant data have been presented and treatment
                              options have been discussed, the lead oncologist of the meeting summarizes the
                              patient case and voices the agreed-upon, evidence-based treatment decision.

                              A nurse navigator or other delegate in attendance (such as a resident or medical
                              student on rotation) captures meeting notes, treatment decisions and next steps in
  Document Decisions
                              patient care. In many cases, this individual enters all notes related to tumor board
                              discussion into the patient’s electronic medical record as well.

Figure 1: The five overarching steps in typical tumor board workflow processes include data collection, logistical
coordination, meeting preparation, meeting presentations and collaboration, and decision documentation.
“   We need to look at all the different reports and integrate the information. It’s very
time-consuming, and it’s a complex process.
                                                                     ”
- Dr. Clara Montagut, Medical Oncologist, Hospital del Mar in Barcelona, Spain

Time-consuming preparation: The first step in                              experts participating in urological and gastrointestinal
preparing for a tumor board is collecting all relevant                     tumor boards in the UK revealed one of the key factors
clinical and diagnostic information to be presented                        that prevented a tumor board from reaching a decision
at the meeting. Such data may include a patient’s                          was the lack of a “holistic approach when discussing
medical history (including demographics, allergies and                     patients at the meeting.”4 Multidisciplinary oncology
medications), radiology images, test results, pathology                    care teams require the ability to integrate clinically
reports, tumor information, biomarkers and notes                           relevant patient data with evidence-based guidelines
from the patient’s electronic medical record, as well                      to inform clinical decisions and impact quality of care,
as applicable findings of comparable, evidence-based                       which underscores the universal need for clinical
cases from the larger patient population. The higher                       decision support software tailored for tumor board
the quality and relevance of the data being gathered,                      workflow optimization.
aggregated and presented – and then assessed in
conjunction with evidence-based guidelines to ensure                       Standardization at the point of data collection can
adherence to standards – the more effective the tumor                      improve consistency while decreasing time spent
board can be in making decisions collectively aimed at                     on preparation among meeting participants. The UK
achieving the best possible treatment outcome for every                    study of urological and gastrointestinal tumor boards
patient.                                                                   identified the use of a standard document or form as a
                                                                           way to improve tumor board preparation4; to that end,
However, physicians and other members of oncology                          cancer care organizations should assess and implement
care teams, already pressed for time with their clinical                   software technologies that enhance the ability to
responsibilities, often have little time to fully prepare                  standardize processes in the tumor board workflow.
for tumor boards. In fact, in a survey of British oncology
surgeons involved in breast tumor boards in the                            Similarly, standardization across multiple tumor boards
United Kingdom (UK), nearly one-third (29%) of survey                      within the same organization is key, particularly when
respondents indicated “time to prepare for meetings”                       it comes to data management and the potential benefit
was an area for improvement.3 With information stored                      decision support solutions can provide in collecting and
in numerous sources – presentation slides, handwritten                     populating patient information. A parallel is seen in the
notes, a hospital’s picture archiving and communication                    pharmaceutical industry, where companies rely on data
system (PACS), and more – collecting and entering the                      from clinical research to develop new drug therapies. In
data into a central location is a cumbersome task, and                     a 2012 article explaining data management in clinical
often a significant challenge, particularly where the                      research, Krishnankutty and colleagues discussed the
processes are manual and subject to variation from                         challenges of clinical data management (CDM):
one specialist to the next. Furthermore, manual entry of
disparate inputs from numerous sources can increase                              CDM…should be evaluated by means of the
the risk of errors.                                                              systems and processes being implemented
                                                                                 and the standards being followed. The biggest
According to a growing body of evidence, when the                                challenge from the regulatory perspective would
processes for preparatory data collection are arduous                            be the standardization of data management
and non-standardized among presenting specialists,                               process across organizations, and development
it can negatively affect the group’s ability to achieve                          of regulations to define the procedures to be
consensus on treatment decisions. Interviews of 22                               followed and the data standards.5
Inefficient meetings: Inadequate or incomplete               that optimize meeting workflow and information-sharing
preparation for a tumor board makes meeting                  are evident everywhere.
management more difficult and less efficient – an
issue that is prevalent across multiple tumor boards at      For tumor boards at institutions based in rural areas,
the same or different cancer care sites. For example,        attendance by specialists who work remotely can pose
in an international survey by the American Society of        another workflow challenge. Under these circumstances,
Clinical Oncology (ASCO), members were asked to rank         virtual tumor boards offer a way for offsite physicians
suggestions for improving efficiency during tumor board      to participate in multidisciplinary discussions and
meetings. The two most highly ranked suggestions             exchange input with other specialists.9 However, to
were “a more effective moderator of discussions” and         maximize information-sharing and the overall efficacy
“better time management at meetings.” Other highly           of long-distance collaboration, technological issues
ranked suggestions included “creating criteria for           inherent in such a setup (e.g., availability of video-
selecting cases” and “providing attendees with written       conferencing equipment, internet speed, etc.) must be
summaries of the cases before the meetings.”6 These          fully addressed. The absence of a comprehensive system
responses suggest it is important to diligently prioritize   for connecting remote specialists can negatively affect
and organize cases and, where possible, share written        the performance of the tumor board4 – presenting an
case summaries in advance to aid in more efficient time      additional set of workflow-related challenges unique to
management of tumor board meetings.                          the virtual setting.

Likewise, in a Canadian study, Look Hong et al.              Incomplete or inaccurate documentation: Capturing
conducted interviews with clinical specialists and           the discussion and resulting decisions is another
administrators who had experience with implementing          challenge associated with tumor boards. Where robust
tumor boards at three hospital sites. The authors found      software tools are not in place to assist with tumor
that tumor boards “can most effectively be implemented       board documentation, it is common practice for a nurse
if administrators and health professionals see value         navigator or resident physician to handwrite or type
in [them], despite the time and effort required.”7           notes during the discussion with little or no means to
Furthermore, the perceived value of the tumor board          fully ensure accuracy and prevent human error. In some
was influenced by how efficiently the meeting was            cases, there might be no recording of decisions at all,
managed.7 The ability to convene around a centralized        as noted in a 2011 review of published evidence titled,
hub of well-structured diagnostic data and evidence-         “Cancer Multidisciplinary Team Meetings: Evidence,
based treatment data improves perceived and actual           Challenges, and the Role of Clinical Decision Support
value by enabling fully informed, highly collaborative       Technology.” In that study, Patkar et al. identified “the
decision-making for the goal of optimizing treatment         consistent collection of crucial data” such as cancer
outcomes.                                                    staging and related outcomes as a challenge that
                                                             could prevent a tumor board from achieving its goals of
In some countries, time-strapped physicians are less         improved decision-making and patient care.10
likely to attend tumor boards if they are not optimally
managed, which can negatively impact the treatment           Uncertain next steps: Workflow inefficiencies in the
decisions made at the tumor board meetings.8 In the          preparation and presentation stages of a tumor board
aforementioned Canadian study, the authors noted that        can hamper the group’s work long after the meeting,
“participants were more likely to attend and participate     while insufficient documentation makes it difficult for
in [tumor boards] if there was a diversity of clinical       participants to follow up on treatment decisions and
specialists and patient case topics.” They went on           exchange feedback.
to describe the situation at one of the hospital sites,
“where the consistent absence of a radiation oncologist      In a U.S. study of tumor boards in the Veterans Affairs
and gastroenterologist resulted in more disjointed           (VA) health system, researchers “observed little
discussion and fewer active treatment plans compared         association of multidisciplinary tumor boards with
with the other two observed sites.”7 While tumor board       measures of use, quality, or survival” but noted that
participation is mandatory in the U.S. and numerous          measuring only the existence of a tumor board is
other nations, the benefits to be derived from solutions     not enough to assess their impact on patient care or
treatment outcomes.11 While researchers say those                        Furthermore, research has shown that recommendations
findings could suggest tumor boards do not affect                        agreed upon during tumor boards might not actually be
quality of cancer care in the VA system, they also                       followed in practice and/or may not adhere to clinical
suggest that the influence of tumor boards on quality                    practice guidelines; possible reasons for this include
care may be subject to variation based on the “structural                inadequate documentation and, in some nations, the
and functional components [of the meeting] and the                       absence of key specialists.2,4,10 Participants in the UK
expertise of the participants.”11 The authors emphasize                  study of urological and gastrointestinal tumor boards
the need for further study to assess how the structure                   reported that approximately 91% of cancer patients
of a tumor board can be reformatted to create the ripple                 discussed at a tumor board received a treatment plan as
effect of improving quality of care. An accompanying                     a result of that meeting; of those, only 90% were actually
editorial called for a “feedback loop” to enhance tumor                  implemented.4
board structure, process and outcomes.12

“    Time is the most important factor in quality of care, and it is a scarce commodity in
medicine. Time to test, time to review results, time to listen to the patients, time to consider
the best therapeutic options.
                                              ”
- Dr. Sergi Serrano, Pathologist, Hospital del Mar in Barcelona, Spain

Conclusion
When common challenges in tumor boards lead to                           discussion and decisions can create confusion and,
suboptimal efficiency, it is possible such inefficiencies                in some cases, prevent the team from following up on
could have unintended effects on patient outcomes.                       decisions at the point of care. Using tools that streamline
Complex and scattered clinical data makes it difficult                   and standardize the entire workflow process, from
to collect all relevant information and provide a                        preparation to presentation and documentation, can
comprehensive view of the patient for presentation                       help tumor boards overcome these challenges and
at the meeting. During the meeting, inefficient                          achieve the primary goal of choosing and implementing
presentation impacts time management, which can                          the best therapeutic options to improve patient
delay or negatively affect treatment decisions. Errors                   outcomes.
or accidental omissions in the documentation of the
References
1. O’Brien JC. “History of tumor site conferences at Baylor University Medical Center.” Proc (Bayl Univ Med Cent). 2006;19(2):
   130-131.
2. El Saghir, Nagi S., et al. “Tumor Boards: Optimizing the Structure and Improving Efficiency of Multidisciplinary Management of
   Patients with Cancer Worldwide.” Am Soc Clin Oncol Educ Book 34 (2014): e461-6.
3. Macaskill, E. J., et al. “Surgeons’ views on multi-disciplinary breast meetings.” European Journal of Cancer 42.7 (2006): 905-908.
4. Jalil, Rozh, et al. “Factors that can make an impact on decision-making and decision implementation in cancer multidisciplinary
   teams: an interview study of the provider perspective.” International Journal of Surgery 11.5 (2013): 389-394.
5. Krishnankutty, Binny, et al. “Data management in clinical research: an overview.” Indian Journal of Pharmacology 44.2 (2012):
   168.
6. El Saghir, Nagi S., et al. “Global Practice and Efficiency of Multidisciplinary Tumor Boards: Results of an American Society of
   Clinical Oncology International Survey.” Journal of Global Oncology 1.2 (2015): 57-64.
7. Look Hong, Nicole J., et al. “Multidisciplinary Cancer Conferences: Exploring Obstacles and Facilitators to Their
   Implementation.” Journal of Oncology Practice 6.2 (2010): 61-68.
8. Foster, Tianne J., et al. “Effect of Multidisciplinary Case Conferences on Physician Decision Making: Breast Diagnostic
   Rounds.” Cureus 8.11 (2016).
9. McEvoy C. Get on (Tumor) Board. Advance Healthcare Network. 2009. http://health-information.advanceweb.com/article/get-
   on-tumor-board.aspx. Accessed August 2017.
10. Patkar, Vivek, et al. “Cancer Multidisciplinary Team Meetings: Evidence, Challenges, and the Role of Clinical Decision Support
    Technology.” International Journal of Breast Cancer 2011 (2011).
11. Keating, Nancy L., et al. “Tumor Boards and the Quality of Cancer Care.” Journal of the National Cancer Institute 105.2 (2013):
    113-121.
12 Blayney, Douglas W. “Tumor Boards (Team Huddles) Aren’t Enough to Reach the Goal.” J Natl Cancer Inst. (2013): 82 -84.

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©2017 Roche Molecular Systems, Inc. All trademarks enjoy legal protection.                                                              09/2017
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