Candor Training Series: Event Reporting and Review

Ankeny, IA US
July 19, 2018


There is no registration fee to attend the Candor Workshop. Please fill out the registration form and email it to Megan Wilshusen at

Other Candor Workshops

Target Audience

CMOs, CNOs, key people involved in root cause analysis (RCAs) or event reviews.


The intent of the summer Candor training series is to familiarize network hospitals with the early disclosure process, Communication and Optimal Resolution (Candor). Candor is a powerful tool that works to maintain relationships with patients and families after an adverse event through immediate and frequent communication. It provides care for the caregiver and creates a culture of learning and process improvement throughout the facility.

Through this training series Iowa Healthcare Collaborative, Iowa Medical Society, Iowa Hospital Association and MedStar Institute for Quality and Safety will guide hospitals through the various elements of the Candor process and provide the tools needed for effective implementation at their facility.

Workshop Description

During this interactive and experiential workshop attendees will use actual de-identified cases of medical harm to work through the processes of event reporting and event review in a way that is consistent with the principled, comprehensive and systematic approach to patient harm. This will include the application of human-factored engineering concepts and the process of cognitive interviewing. Finally, all of the information learned from the review will serve as the basis for the development of sustainable change and prevention of future harm.

Learning Objectives

  • Describe the fair and accountable approach to the review of unexpected harm events in healthcare.
  • Explain the need to apply human-factored engineering concepts to event review.
  • Discuss ways to conduct basic cognitive interviews of staff involved in unexpected events.
  • Identify sustainable process re-designs and improvements will a high likelihood of being effective and sustainable.


8 amWelcome, Introduction and Reflection
8:15 amBackground on Traditional Root Cause Analyses (RCA) and the Need to Improve
8:45 amIntroduction to RCA Squared Concepts, Including Cognitive Interviewing and Patient Involvement
9:30 amReview of the MegaCase with Mock Medical Record
10 amBreak
10:15 amCognitive Interview and Learning
12 pm


12:30 pmPutting Pieces of the Event Review Together
1 pmJust Culture in the Context of Event Review
1:45 pmThe Solutions Meeting: Identifying Sustainable Changes and Plan for Patient and Family Discussion
2:45 pmBreak
3 pmOperational Questions and Lessons Learned
4 pmAdjourn


    Dress for the conference is business casual. Layered clothing is recommended for your comfort.


    These are paperless workshops. You will be notified via email when the handouts are available online, with a direct link to access the files. Paper copies of handouts will not be available onsite at the conference.



    Kelley M. Baker, MA, is program director for quality and safety research in the MedStar Institute for Quality & Safety. She is a human-factors engineer with significant experience leading human-factors reviews of serious safety events, hazards and near misses in MedStar Health’s ten hospitals and ambulatory care facilities. These reviews include observations and interviews to identify human-factors issues and develop actionable recommendations for effective, sustainable solutions to reduce medical error and improve patient safety. Her work focuses on patient safety, her experience includes patient safety and patient engagement research, as well as medical device usability evaluations. Baker is currently the program director for MedStar’s task order with the Agency for Healthcare Research and Quality to develop a Guide to Improving Patient Safety in Primary Care Settings by Engaging Patients and Families.

    Lt Col Steven L. Coffee is joint manpower analyst, Directorate of Manpower and Personnel, Office of the Chairman Joint Chiefs of Staff in the United States Air Force. In this capacity, Colonel Coffee advises the Director, Manpower and Personnel Directorate on all joint manpower requirements determination matters supporting nine United Combatant Command Commanders and the Chairman of the Joint Chiefs of Staff. Colonel Coffee graduated from Morehouse College in Atlanta, GA and George Washington University in Washington, DC. He entered the Air Force in 2001 through the Tennessee State University Reserve Officer Training Corps. Colonel Coffee is a charter member and first community chair of the Medstar Georgetown Patient and Family Advisory Council for Quality and Safety and assists in patient advocacy for the Medstar Health System and the Partnership for Patients.

    Timothy McDonald, MD, JD, is president for the Center for Open and Honest Communication at the MedStar Institute for Quality and Safety and a professor of law at Loyola University – Chicago. Dr. McDonald is a physician-attorney whose research has focused on the principled approach to patient harm with an emphasis on reporting of patient safety events, the use of simulation and human-factors analysis and providing open and honest communication following harm events. His federally funded research has focused on these domains and their impact on improving the quality of care while mitigating medical liability and other legal-related issues.


    Relevant to the content of this educational activity, the following individuals have no conflict of interests with commercial interest companies to disclose.

    • Kelley M. Baker, MA, Speaker
    • Jennifer Brockman, Planning Committee Member
    • Kate Carpenter, Planning Committee Member
    • Lt Col Steven L. Coffee, Speaker
    • Martin Hatlie, Planning Committee Member
    • Timothy McDonald, MD, JD, Speaker
    • Dennis Tibben, Planning Committee Member
    Course summary
    Available credit: 
    • 6.75 AMA PRA Category 1 Credits
    • 6.75 AOA Category 2­A
    • 6.75 CE Contact Hour(s)
    Course opens: 
    Course expires: 
    Event starts: 
    07/19/2018 - 8:00am CDT
    Event ends: 
    07/19/2018 - 4:00pm CDT
    Courtyard by Marriott Des Moines Ankeny
    2405 SE Creekview Drive
    Ankeny, IA 50021
    United States
    +1 (515) 422-5555


    A discounted guest room rate has been secured at the Courtyard Marriott in Ankeny for $119.00 plus tax for night of August 15. Reservations can be made by calling 515-422-5555 and referencing the Iowa Healthcare Collaborative room block. To receive the discounted rate reservations must be made before August 1, 2018.

    Continuing Education Credit

    • DO: Des Moines University (DMU) is accredited by the American Osteopathic Association (AOA) to provide osteopathic continuing medical education for physicians. DMU designates this program for a maximum of 6.75 AOA Category 2-A credits and will report CME and specialty credits commensurate with the extent of the physician’s participation in this activity.
    • MD:  This activity has been planned and implemented in accordance with the accreditation requirements and policies of the Iowa Medical Society (IMS) through the joint providership of Des Moines University (DMU) and the Iowa Healthcare Collaborative. DMU is accredited by IMS to provide continuing medical education for physicians. DMU designates this live activity for a maximum of 6.75 AMA PRA Category 1 Credit(s)TM. Physicians should claim only the credit commensurate with the extent of their participation in the activity.
    • Other Health Professionals: This live activity is designated for 6.75 AMA PRA Category 1 Credit(s)TM

    Educational Grants

    No commercial interest company provided financial support for this continuing education activity.


    Everyone in a position to control the content of this educational activity will disclose to the CME provider and to attendees all relevant financial relationships with any commercial interest. They will also disclose if any pharmaceuticals or medical procedures and devices discussed are investigational or unapproved for use by the U.S. Food and Drug Administration (FDA). Determination of educational content and the selection of speakers is the responsibility of the activity director. Firms providing financial support did not have input in these areas. The information provided at this CME activity is for continuing education purposes only and is not meant to substitute for the independent medical judgment of a healthcare provider relative to diagnostic and treatment options of a specific patient’s medical condition. The content of each presentation does not necessarily reflect the views of Des Moines University.

    Available Credit

    • 6.75 AMA PRA Category 1 Credits
    • 6.75 AOA Category 2­A
    • 6.75 CE Contact Hour(s)


    Please login or Create an Account to take this course.

    There is no registration fee to attend the Candor Workshop. Please fill out the registration form and email it to Megan Wilshusen at

    Registration/Cancellation Policy

    IHC reserves the right to cancel the conference due to insufficient enrollment, in which case pre-registered participants will be notified and full refunds provided.

    ADA Policy

    IHC does not discriminate in its educational programs on the basis of race, religion, color, sex or handicap. IHC wishes to ensure no individual with a disability is excluded, denied services or segregated or otherwise treated differently than other individuals because of the absence of auxiliary aids and services. If you need any of the auxiliary aids or services identified in the Americans with Disabilities Act in order to attend this conference, please call 515-283-9330 or write to the Department of Education at IHC.