SiLab ResusCrisis Resource ManagementCode blue · Code stroke

CRM: Crisis Resource Management

Evaluation of patients in general medicine and resuscitation, like stroke, for immediate treatment must be expedient, accurate, and efficient to obtain the best clinical results. CRM is the framework for the nontechnical skills that make that possible.

01 / Framework

Why CRM

The advancement of healthcare has brought numerous immediate-response treatments, innovative imaging techniques, and comprehensive systems of care. These developments have, however, come under strain, revealing potential gaps in emergency preparedness — especially during the immediate response phase, as medical professionals form impromptu teams to assess and resuscitate patients.

Critical factors include patient characteristics, healthcare resources, team dynamics, and healthcare providers’ well-being. These span the entire chain of survival, from immediate assessment to admission and discharge.

Technical proficiency is essential, but numerous nontechnical skills also play a key role. CRM provides a framework for these skills: situational awareness, triage and prioritization, cognitive load reduction, role clarity, communication, and debriefing. Originally termed “crew resource management” in aviation — where human error can be disastrous — CRM is increasingly acknowledged within medicine and is deeply ingrained in emergency medicine, critical care, and anesthesia. These specialties share a common thread with immediate-response care: the resuscitation process.

On the general medicine ward, as on the stroke unit, most acute care takes place. CRM techniques can be applied there to ensure patients receive timely, appropriate care and close monitoring — clear communication within the team, checklists and protocols, and alert protocols.

Simulation is a powerful companion to CRM. It lets teams practise and refine skills in a controlled environment that replicates real clinical scenarios, enhancing teamwork and improving the identification and management of high-risk situations and critical events — for acute stroke and general medicine alike.

In short, CRM applies across acute medicine — the emergency department, medical imaging, the angiography suite, and the stroke unit — to improve patient care and provider proficiency. Effective communication, situation awareness, and decision-making keep care timely and monitoring close; coupled with simulation, CRM strengthens teamwork and the management of high-risk situations.

Situational awarenessTriage & prioritizationCognitive loadRole clarityCommunicationDebriefing

02 / Video debrief

CRM in the code blue

A video debrief about CRM and its use in code blue resuscitation. It starts with a quick recap of the Crisis Resource Management framework in code resuscitation, as take-away messages from a simulation event.

04 / Before the primary survey

Zero point survey

Zero point survey: a multidisciplinary idea to STEP UP resuscitation effectiveness

Cliff Reid, Peter Brindley, Chris Hicks, Simon Carley, Clare Richmond, Michael Lauria, and Scott Weingart. Clinical and Experimental Emergency Medicine 2018;5(3):139–143.

“The primary survey assessment is a cornerstone of resuscitation processes. The name itself implies that it is the first step in resuscitation. In this article, we argue that in an organized resuscitation the primary survey must be preceded by a series of steps to optimize safety and performance and set the stage for the execution of expert team behavior. Even in the most time critical situations, an effective team will optimize the environment, perform self-assessments of personal readiness and participate in a preemptive team brief. We call these processes the ‘zero point survey’ as it precedes the primary survey. This paper explains the rationale for the zero point survey and describes a structured approach designed to be suitable for all resuscitation situations.”

Paper abstract — see the original paper

Zero point survey diagram. Pre-resuscitation: S, Self — physical readiness (I'M SAFE) and cognitive readiness (breathe, talk, see, focus); T, Team — leader identified, roles allocated, briefing; E, Environment — danger, space, light, noise, crowd control; repeat as the non-clinical situation changes. Resuscitation commenced: P, Patient — primary survey ABCDE; U, Update — share mental model of patient status; P, Priorities — identify team goals and set mission trajectory; repeat as the clinical situation changes.
The zero point survey (STEP-UP), after Reid et al., 2018.
05 / After the resuscitation

(Hot = post-resuscitation) debrief

After the initial resuscitation, hold a short hot debrief with the whole team — especially after suboptimal outcomes or safety issues.

  1. Initiate — announce to the team that a quick debriefing will occur; encourage all team members to participate.
  2. Safe space — ensure psychological safety and a flat hierarchy; create a non-threatening, no-blame environment.
  3. Review — discuss the chronological progression of events and let team members give their own perspectives. Cover team successes and team challenges: personnel, process and equipment issues; team communication and barriers. Avoid critique of individual performance, and avoid jumping to a solution.
  4. Participate — ensure all team members have an equal opportunity to speak.
  5. Follow-up — track and follow up on voiced concerns; allow individuals the option to discuss concerns privately.
Hot Debrief checklist card: Initiate, Safe Space, Review (team successes and team challenges), Participate, Follow-up — text reproduced alongside
The SiLab hot debrief card.
06 / Neurovascular resuscitation

CRM applied to stroke

Crisis Resource Management and High-Performing Teams in Hyperacute Stroke Care

Phavalan Rajendram, Lowyl Notario, Cliff Reid, Charles R. Wira, Jose I. Suarez, Scott D. Weingart, and Houman Khosravani (corresponding author). Neurocritical Care, 2020.

Background and purpose: Management of stroke patients in the acute setting is a high-stakes task with several challenges including the need for rapid assessment and treatment, maintenance of high-performing team dynamics, management of cognitive load affecting providers, and factors impacting team communication. Crisis resource management (CRM) provides a framework to tackle these challenges and is well established in other resuscitative disciplines. The current Coronavirus Disease 2019 (COVID-19) pandemic has exposed a potential quality gap in emergency preparedness and the ability to adapt to emergency scenarios in real time.

Methods: Available resources in the literature in other disciplines and expert consensus were used to identify key elements of CRM as they apply to acute stroke management.

Results: We outline essential ingredients of CRM as a means to mitigate nontechnical challenges providers face during acute stroke care. These strategies include situational awareness, triage and prioritization, mitigation of cognitive load, team member role clarity, communication, and debriefing. Incorporation of CRM along with simulation is an established tool in other resuscitative disciplines and can be incorporated into acute stroke care.

Conclusions: As stroke care processes evolve during these trying times, the importance of consistent, safe, and efficacious care facilitated by CRM principles offers a unique avenue to alleviate human factors and support high-performing teams.

Paper abstract — see the original paper

07 / Videos & resources

ICU Boot Camp videos

Several videos made at Western University for the ICU Boot Camp, to help resident physicians with introductory concepts in airway management, vascular access (Dr. Robert Arntfield, WesternSono.ca), ICU sedation (also Dr. Arntfield), and sepsis and septic shock. There are many other great online resources, including podcasts and videos — check out emcrit.org (collaborator Dr. Scott Weingart), especially the EMCrit archives.