Safety Learning System® coaching & training

build a team of
dedicated innovators

start your journey of organizational learning

Role-Based Training

Healthcare is one of the most diverse institutions in the world with each hospital having its own structures, systems & processes. HBHS will work with facilities independently to best develop a unique training curriculum & will further help to set up case review teams & a project leadership structure based on your institution's size, organizational structure & culture.

Project Leadership

Project leadership shepherds the process of improvement & project team members from implementation to the dissemination of findings.

System Administrators

System administrators are in charge of configuring the Healthcare Safeware® technology & managing hospital(s), users & cases.

Case Reviewers

Case reviewers are practicing nurses & physicians. Front line staff is needed to get the most accurate & up-to-date picture of hospital operations.

Coaching & Training Services

HBHS offers training & guidance throughout the improvement process. Training services may result in one of three options: online, on-site, or a hybrid of the two. The specifics will be determined during the on-boarding process.


All participants will learn about the hidden causes of patient harm & understand the importance of systems-thinking.


HBHS will offer guidance during the implementation & on-boarding processes of Safety Learning System® adoption.

Change Management

A Change Management Plan will be developed for your organization to leverage existing organizational resources & structures.

Leadership Coaching

HBHS offers leadership development coaching centered around our unique models of GRAC3E™ and SPIR4IT™.

Configuration Training

HBHS will work directly with system administrators to customize Healthcare Safeware® during the configuration process.

Case Review Training

Case reviewers will be trained in our seven-step screening process for examining patient charts to best understand the patient journey.

MultiLens Discussion Coaching

All participants will be taught the Chatham House Rule of anonymity & leadership will be guided in facilitating the discussion process.

Cluster & Common Thread Analysis

HBHS will offer guidance in discovering clusters & common threads of patient safety information to better target improvement efforts.

Intentional Knowledge Dissemination

HBHS will work with your project leadership to ensure case review findings are shared as broadly & as effectively as possible.

Implementation Process

1. Socialization

HBHS will offer resources & guidance in the socialization of the Safety Learning System® (SLS) to gain interest & buy-in.

2. Onboarding

The on-boarding process helps us to understand your organization so we can help you strategize the local implementation of SLS.

3. Configuration

Healthcare Safeware® is built to be customized. Configuration must be done before information & cases are put into the system.

4. Recruitment

Most project team members are initially recruited, especially front-line staff who are required for case review work.

5. Training

All project staff has role-based training available. Case reviewers must complete reviewer training before reviews begin.

Onboarding Process

1. Current State Assessment

All hospitals within healthcare systems will receive their own evaluation (Current State Assessment) to determine a Course of Action, Training Plan, and Change Management Plan. This aligns with our principle of local implementation. Each hospital is given a voice and a chance to succeed at their own pace. The Current State Assessment will examine your hospitals needs based on existing resources & cultural atmosphere.

2. Course of Action

A Course of Action will be determined for your hospital(s) following the Current State Assessment. The Course of Action is intended to inform the project leadership team on who should contribute to participation in the Collaborative, where barriers might be in implementation, and the strategies that should be employed to successfully recruit participants & implement the Safety Learning System® at your site(s).

3. Customized Plans

A customized plan for Communication, Training, and Change Management will be created for your hospital(s) based upon the determined Course of Action. Communication best practices will be deployed to raise awareness and understanding of the Safety Learning System® through its development and in particular, how key messages are to be communicated to identify stakeholders and target audiences. We will work with project leadership to ensure that appropriate best practices as well as custom site needs are met to train staff in SLS methodology and Healthcare Safeware® use. The Training Plan may result in one of three options: onsite work, web-based training, or a hybrid of the two. The Change Management Plan will outline the most beneficial method for the project team to move forward in creating meaningful change from actionable insights discovered by case reviewers.

leadership coaching

Discover Your
Leadership Potential

The Safety Learning System® (SLS) is not intended to be controlled by the leaders of your organization - it was designed to create new leaders from the trenches & quality offices of your hospital. New leaders have the opportunity to participate in our leadership development coaching to discover their potential.

Configuration Training

Customize Your Findings

Healthcare Safeware® needs to be customized to your hospital beyond customized plans for communication, training, & change management. It can be a lengthy process but we can't stress the importance of this step enough. Actionable information could not be gained from findings & data would cease to be meaningful to your organization without this process of customization.

Case reviewers

Recruiting the Eyes & Ears
of Your Organization

Reviewers are practicing nurses & physicians who serve as the eyes & ears of an organization - not the fixers. Every case is reviewed by a nurse and physician to increase findings, ensure inter-rater reliability, and foster deference to expertise. HBHS will be at your disposal to help throughout the reviewer recruitment & training processes.

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Case Review Process

1. Recruit

Nurse & physician reviewers must be initially recruited until MultiLens discussions can partially replace the recruitment process by inviting interested parties to the discussion.

2. Train

Nurse & physician reviewers will be trained in our seven-step screening process for examining patient charts to understand the patient's hospital journey & experience as a whole.

3. Review

Case reviews should never take more than an hour to complete. Nurse & physician reviewers are assigned to each case to align with our principle of deference to expertise.

4. Present

Each case is presented during MultiLens discussion by the nurse & physician reviewers. If issues exist they will become Opportunities to Improve through consensus.

5. Disseminate

Opportunities for Improvement will be examined & analyzed by project leadership to carefully target findings for QI projects & strategize methods for the dissemination of learnings.

MultiLens Discussion

Participate in a
Meaningful Discussion

All cases found to have issues will be presented to a group of multi-disciplinary and -specialty providers during regular case discussion meetings. All audience members must come to 100% agreement on whether or not the issues identified by reviewers really exist. This consensus creates an Opportunity for Improvement (OFI).

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MultiLens Discussion

What is an Opportunity
for Improvement?

We define an Opportunity for Improvement (OFI) as any process or system failure that needs to be fixed but, what really is an OFI? We use this simple test to get at the heart of issues identified: if the care was not good enough for a loved one then it is not good enough for any other patient in your hospital and is, therefore, an Opportunity for Improvement.

Cluster & common
thread Analysis Coaching

Discover How to Help
the Greatest Number

Cluster & Common Thread (CCT) analysis allows your organization to discover meaningful ways to improve healthcare for the greatest number of patients & providers. Healthcare Safeware® paired with CCT analysis coaching can help your organization to identify the most pervasive issues in your organization to better develop lasting changes that support both patients & providers.

intentional knowledge
dissemination coaching

Learn to Share with
the Greatest Number

We say 'intentional' knowledge dissemination because reports must be directed in a meaningful way so the greatest number of people can learn from your findings. HBHS will work with you to develop strategies in disseminating knowledge so that nearly everyone in your organization can learn from your findings yet not waste their time with unnecessary reports unrelated to them.

Knowledge Dissemination Outcomes

Care Providers

Lessons learned should be shared will all who cared for the patient even if they were not involved when an OFI occurred.

Care Partners

Anyone involved in the patient's journey should be informed of the patient's experience, outcomes, and OFIs.

Hospital Leaders

Leadership should be informed of OFIs pertinent to their role through a combination of data & storytelling.

Case Reviewers

Actions taken by leadership to fix OFIs should be reported back to reviewers to provide meaning & closure to their hard work.

Quality Staff

Quality staff should be informed of all OFIs to help reconcile their data, strategize improvements, & influence leadership.

Interested? Keep exploring, follow us on social media, or contact us on how to get started!

HB Healthcare Safety® is a Social Benefit Corporation offering systems-improvement & technology resources to reduce the harm caused by care delivery. We believe that no one should ever suffer or die as the result of system or process failures in care delivery.

© HB Healthcare Safety®, SBC 2016-2020