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Lean and/or Six Sigma for process optimization in the perioperative period: an integrative review

Lean y/o Six Sigma para optimizar los procesos en el periodo perioperatorio: revisión integradora

ABSTRACT

Objective:

To analyze the evidence on the influence of Lean and/or Six Sigma for process optimization in the perioperative period.

Methods:

Integrative review carried out in the MEDLINE (PubMed), Web of Science, EMBASE, CINAHL, Scopus and LILACS databases on the use of Lean and/or Six Sigma to optimize perioperative processes. The studies included were analyzed in three thematic categories: flow of surgical patients, work process and length of stay.

Results:

The final sample consisted of ten studies, which covered all operative periods. Lean and/or Six Sigma make a significant contribution to optimizing perioperative processes.

Final considerations:

Lean and/or Six Sigma optimize perioperative processes to maximize the achievement of system stability indicators, making it possible to identify potential problems in order to recognize them and propose solutions that can enable the institution of patient-centered care.

Descriptors:
Surgicenters; Total Quality Management; Process Optimization; Perioperative Period; Health

RESUMEN

Objetivo:

Analizar las evidencias sobre la influencia del Lean y/o Six Sigma para optimizar los procesos en el periodo perioperatorio.

Métodos:

Es una revisión integradora llevada a cabo en las bases de datos MEDLINE/PubMed, Web of Science, EMBASE, CINAHL, Scopus y LILACS, sobre la utilización del Lean y/o Six Sigma para optimizar los procesos en el perioperatorio. Los estudios incluidos se analizaron en tres categorías temáticas: flujo de pacientes quirúrgicos, proceso de trabajo y tiempo de la estancia.

Resultados:

La muestra final estuvo formada por diez estudios, los cuales contemplaron todos los períodos operatorios. Lean y/o Six Sigma contribuyen grandemente para mejorar los procesos en el perioperatorio.

Consideraciones finales:

Lean y/o Six Sigma optimizan los procesos perioperatorios al maximizar el alcance de los indicadores de estabilidad de los sistemas, facilitando la identificación de problemas potenciales para reconocer y proponer soluciones que ayuden a instituir un cuidado más centrado en el paciente.

Descriptores:
Centros Quirúrgicos; Gestión de la Calidad Total; Optimización de Procesos; Periodo Perioperatorio; Salud

RESUMO

Objetivo:

Analisar as evidências acerca da influência do Lean e/ou Six Sigma para otimização de processos no período perioperatório.

Métodos:

Revisão Integrativa realizada nas bases de dados MEDLINE (PubMed), Web of Science, EMBASE, CINAHL, Scopus e LILACS, a respeito do uso do Lean e/ou Six Sigma para otimização de processos no perioperatório. Os estudos incluídos foram analisados em três categorias temáticas: fluxo de pacientes cirúrgicos, processo de trabalho e tempo de permanência.

Resultados:

A amostra final foi composta por dez estudos, os quais contemplaram todos os períodos operatórios. Lean e/ou Six Sigma contribuem de forma expressiva para a otimização dos processos no perioperatório.

Considerações finais:

Lean e/ou Six Sigma otimizam processos perioperatórios em vista da maximização do alcance de indicadores de estabilidade dos sistemas, tornando possível a identificação de potenciais problemas para o reconhecimento e proposição de soluções que possam viabilizar a instituição de um cuidado centrado no paciente.

Descritores:
Centros Cirúrgicos; Gestão da Qualidade Total; Otimização de Processos; Período Perioperatório; Saúde

INTRODUCTION

Scientific evidence demonstrates the effectiveness of Lean and/or Six Sigma when applied to the healthcare scenario(11 Rathi R, Vakharia A, Shadab M. Lean six sigma in the healthcare sector: a systematic literature review. Mater Today Proc. 2022;50:773-81. https://doi.org/10.1016/j.matpr.2021.05.534
https://doi.org/10.1016/j.matpr.2021.05....
, 22 Zimmermann GS, Siqueira LD, Bohomol E. Lean Six Sigma methodology application in health care settings: an integrative review. Rev Bras Enferm. 2020;73(Suppl 5):e20190861. https://doi.org/10.1590/0034-7167-2019-0861
https://doi.org/10.1590/0034-7167-2019-0...
). In the perioperative context, work and patient processes are highly complex(33 Martins KN, Bueno AA, Mazoni SR, Machado VB, Evangelista RA, Bolina AF. Management process in surgicenters from the perspective of nurses. Acta Paul Enferm. 2021;34:eAPE00753. https://doi.org/10.37689/acta-ape/2021AO00753
https://doi.org/10.37689/acta-ape/2021AO...
), due to the fact that it encompasses several professionals and interacts with different sectors within the hospital. For this reason, it is imperative to optimize processes relating to the flow of work and patients, especially with the aim of reducing length of stay and achieving positive health outcomes.

In the mid-1980s, with its origins in the Toyota Production System, Lean was established as a philosophy that focuses on reducing waste (waiting time, unnecessary human movement, unnecessary transportation, rework, ultra-processing, overproduction and stock) and establishing processes that add value(44 Graban M. Hospitais Lean. 2. ed. Porto Alegre: Bookman; 2013. 293p.). From another perspective, originating at Motorola, Six Sigma is a methodology that focuses on reducing variability in processes. Given their complementarity, the Lean philosophy and the Six Sigma methodology have been brought together in “Lean Six Sigma”(55 Pande P, Neuman R, Cavanagh R. The Six Sigma Way: how to maximize the impact of your change and improvement efforts. 2. ed. New York: McGraw Hill; 2014. 448p.).

When applied to patient optimization and discharge processes, intensive care units, emergency departments, operating rooms and other units, Lean and/or Six Sigma make it possible to reduce length of stay(66 Fuentes LBEH, Gardim L, Silva TO, Moura AA, Bernardes A. Applying Lean Healthcare in the hospitalization and patient discharge process: an integrative review. Rev Bras Enferm. 2023;76(5):e20220751. https://doi.org/10.1590/0034-7167-2022-0751
https://doi.org/10.1590/0034-7167-2022-0...
), contributing to improving patient safety, minimizing perceived discomfort and even reducing costs for the healthcare organization(77 Artenstein AW, Rathlev NK, Neal D, Townsend V, Vemula M, Goldlust S et al. Decreasing emergency department walkout rate and boarding hours by improving inpatient length of stay. West J Emerg Med. 2017;18(6):982-92. https://doi.org/10.5811/westjem.2017.7.34663
https://doi.org/10.5811/westjem.2017.7.3...
, 88 Horng M, Brunsman AC, Smoot T, Starosta K, Smith ZR. Using lean methodology to optimize time to antibiotic administration in patients with sepsis. Am J Health Syst Pharm. 2018;75(5 Suppl 1):S13-23. https://doi.org/10.2146/ajhp161017
https://doi.org/10.2146/ajhp161017...
, 99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
, 1010 Moo-Young JA, Sylvester FA, Dancel RD, Galin S, Troxler H, Bradford K. Impact of a quality improvement initiative to optimize the discharge process of pediatric gastroenterology patients at an academic children’s hospital. Pediatr Qual Saf. 2019;4(5):e213. https://doi.org/10.1097%2Fpq9.0000000000000213
https://doi.org/10.1097%2Fpq9.0000000000...
, 1111 Sayeed Z, Anoushiravani A, El-Othmani M, Barinaga G, Sayeed Y, Cagle Jr P, et al. Implementation of a Hip Fracture Care Pathway Using Lean Six Sigma Methodology in a Level I Trauma Center. J Am Acad Orthop Surg. 2018;26(24):881-93. https://doi.org/10.5435/jaaos-d-16-00947
https://doi.org/10.5435/jaaos-d-16-00947...
, 1212 Sorensen L, Idemoto L, Streifel J, Williams B, Mecklenburg R, Blackmore C. A multifaceted intervention to improve the quality of care for patients undergoing total joint arthroplasty. BMJ Open Qual. 2019;8(3):e000664. https://doi.org/10.1136%2Fbmjoq-2019-000664
https://doi.org/10.1136%2Fbmjoq-2019-000...
, 1313 Trzeciak S, Mercincavage M, Angelini C, Cogliano W, Damuth E, Roberts BW, et al. Lean Six Sigma to Reduce Intensive Care Unit Length of Stay and Costs in Prolonged Mechanical Ventilation. J Healthc Qual. 2018;40(1):36-43. https://doi.org/10.1097/jhq.0000000000000075
https://doi.org/10.1097/jhq.000000000000...
, 1414 Magalhães ALP, Erdmann AL, Silva EL, Santos JLG. Lean thinking in health and nursing: an integrative literature review. Rev Latino-Am Enfermagem. 2016;24:e2734. https://doi.org/10.1590/1518-8345.0979.2734
https://doi.org/10.1590/1518-8345.0979.2...
).

In addition, when it comes to the perioperative period, studies have indicated the influence of implementing Lean and/or Six Sigma in reducing operating room turnaround times, guaranteeing the provision of an efficient service(1515 Castaldi M, Sugano D, Kreps K, Cassidy A, Kaban J. Lean philosophy and the public hospital. Perioper Care Oper Room Manag. 2016;3:25-8. https://doi.org/10.1016/j.pcorm.2016.05.006
https://doi.org/10.1016/j.pcorm.2016.05....
, 1616 Cerfolio RJ, Ferrari-Light D, Ren-Fielding C, Fielding G, Perry N, Rabinovich A, et al. Improving Operating Room Turnover Time in a New York City Academic Hospital via Lean. Ann Thorac Surg. 2019;107(4):1011-16. https://doi.org/10.1016/j.athoracsur.2018.11.071
https://doi.org/10.1016/j.athoracsur.201...
, 1717 Tagge E P, Thirumoorthi AS, Lenart J, Garberoglio C, Mitchell KW. Improving operating room efficiency in academic children’s hospital using Lean Six Sigma methodology. J Pediatr Surg. 2017;52(6):1040-4. https://doi.org/10.1016/J.JPEDSURG.2017.03.035
https://doi.org/10.1016/J.JPEDSURG.2017....
). Therefore, in order to propose effective management, it is essential to identify procedural limitations that can enable processes optimization, i.e. reduce time and procedural variability, improving the efficiency of the operating room(1818 Lee DJ, Ding J, Guzzo TJ. Improving Operating Room Efficiency. Curr Urol Rep. 2019;20(6):28. https://doi.org/10.1007/s11934-019-0895-3
https://doi.org/10.1007/s11934-019-0895-...
, 1919 Parikh N, Gargollo P, Granberg C. Improving Operating Room Efficiency Using the Six Sigma Methodology. Urology. 2021;154:141-7. https://doi.org/10.1016/J.UROLOGY.2021.02.049
https://doi.org/10.1016/J.UROLOGY.2021.0...
).

Even though surgical care consumes a large amount of technological resources and is a huge burden for the health organization(2020 PR Newswire. Operating Room Integration Market worth $3.7 billion: Markets and Markets [Internet]. Chicago: PR Newswire; 2023 [cited 2023 Aug 31]. Available from: https://www.prnewswire.com/news-releases/operating-room-integration-market-worth-3-7-billion--marketsandmarkets-301839892.html
https://www.prnewswire.com/news-releases...
), not all of the costs incurred in performing surgical procedures are in fact necessary, given that they are directly related to the way in which operating rooms are managed. However, the adoption of Lean and/or Six Sigma has the potential to make it possible to systematize processes and reduce costs for the hospital organization, not only transforming the quality of care, but also increasing patient and professional satisfaction rates(1919 Parikh N, Gargollo P, Granberg C. Improving Operating Room Efficiency Using the Six Sigma Methodology. Urology. 2021;154:141-7. https://doi.org/10.1016/J.UROLOGY.2021.02.049
https://doi.org/10.1016/J.UROLOGY.2021.0...
, 2121 Ciulla TA, Tatikonda MV, Elmaraghi YA, Hussain RM, Hill AL, Clary JM, et al. Lean six sigma techniques to improve ophthalmology clinic efficiency. Retina. 2018;38(9):1688-98. https://doi.org/10.1097/IAE.0000000000001761
https://doi.org/10.1097/IAE.000000000000...
, 2222 Costa LBM, Godinho Filho M. Lean healthcare: review, classification and analysis of literature. Product Plann Control. 2019;27(10):823-36. https://doi.org/10.1080/09537287.2016.1143131
https://doi.org/10.1080/09537287.2016.11...
, 2323 Johannessen KA, Alexandersen N. Improving accessibility for outpatients in specialist clinics: reducing long waiting times and waiting lists with a simple analytic approach. BMC Health Serv Res. 2018;18(1):827. https://doi.org/10.1186/s12913-018-3635-3
https://doi.org/10.1186/s12913-018-3635-...
).

In this sense, given the potential of Lean and/or Six Sigma to achieve excellent quality indicators in the perioperative context(2424 Boronat F, Budia A, Broseta E, Ruiz-Cerdá JL, Vivas-Consuelo D. Aplicación de la metodología Lean healthcare en un servicio de urología de un hospital terciario como herramienta de mejora de la eficiencia. Actas Urol Esp. 2018;42(1):42-8. https://doi.org/10.1016/j.acuro.2017.03.009
https://doi.org/10.1016/j.acuro.2017.03....
, 2525 Chyon FA, Ahmmed S, Shuvo KA, Suman NH, Hossain M. Measuring Process Capability in a Hospital by Using Lean Six Sigma Tools: a case study in Bangladesh. Glob Adv Health Med, 2020;9:2164956120962441. https://doi.org/10.1177/2164956120962441
https://doi.org/10.1177/2164956120962441...
), it is essential to synthesize the scientific evidence that proves such effectiveness, in order to endorse the implementation of such methodologies in different hospital organizations, especially with regard to surgical care, with an influence on the health outcomes achieved by patients.

OBJECTIVE

To analyze the evidence on the influence of Lean and/or Six Sigma for optimizing processes in the perioperative period.

METHODS

Integrative review following the methodological framework of Whittemore and Knafl (2005)(2626 Whittemore R, Knafl K. The integrative review: updated methodology. J Adv Nurs. 2005;52(5):546-53. https://doi.org/10.1111/j.1365-2648.2005.03621.x
https://doi.org/10.1111/j.1365-2648.2005...
) and reported according to Preferred Repor ting I tems for Systematic Review and Meta-Analysis (PRISMA)(2727 Page MJ, Mckenzie JE, Bossuyt PM, Boutron I, Hoffmann TC, Mulrow CD, et al. The PRISMA 2020 statement: an updated guideline for reporting systematic reviews. BMJ. 2021;372(71):1-9. https://doi.org/10.1136/bmj.n71
https://doi.org/10.1136/bmj.n71...
).

The guiding question was outlined according to the acronym PICo (P= Population; I= Interest; Co= Context)(2828 Stern C, Jordan Z, McArthur A. Developing the review question and inclusion criteria. Am J Nurs. 2014;114(4):53-6. https://doi.org/10.1097/01.naj.0000445689.67800.86
https://doi.org/10.1097/01.naj.000044568...
). Thus, “P” was assigned to process optimization; “I” to Lean and/or Six Sigma; and “Co” to the perioperative period, including pre-, intra- and post-operative. Thus, the following guiding question was established: “What is the influence of Lean and/or Six Sigma on process optimization in the perioperative period?”

The search was performed in August 2021 and updated in April 2023 in the following databases: Medical Literature Analysis and Retrieval System Online (MEDLINE/PubMed), Web of Science, EMBASE, Cumulative Index to Nursing and Allied Health Literature (CINAHL), Scopus and Latin American and Caribbean Health Sciences Literature (LILACS).

The controlled and non-controlled descriptors were established in accordance with the Medical Subject Headings (MeSH), Emtree, CINAHL Subject Headings and Health Sciences Descriptors (DeCS). In order to guarantee the sensitivity of the search strategy in the selected databases, this process was carried out with the support of a librarian with expertise in bibliographic searching. Chart 1 shows the search strategies applied to each database.

Chart 1
Search strategy in the selected databases

Regarding the inclusion criteria, were included: original articles, published between 2010 and 2023 and without language restrictions, which evaluated the influence of Lean and/or Six Sigma for process optimization in the perioperative period. Literature reviews and grey literature were excluded.

The time frame was decided based on the timeline for implementing Lean and/or Six Sigma in the healthcare sector. In fact, there is no consensus in the literature regarding the exact year in which the implementation process began; however, it is estimated that it took place around the 2000s. As in the United States of America, the first event to disseminate Lean and/or Six Sigma took place in 2010(2929 Lean Institute Brasil. Hospitais dos EUA melhoram indicadores de gestão com Sistema Lean [Internet]. São Paulo: Lean Institute Brasil; 2010 [cited 2021 Aug 15]. Available from: https://www.lean.org.br/artigos/128/hospitais-dos-eua-melhoram-indicadores-de-gestao-com-sistema-lean.aspx
https://www.lean.org.br/artigos/128/hosp...
), while in Brazil, it is estimated that the process started in 2013(3030 Lean Institute Brasil. Aplicando Lean na Saúde [Internet]. São Paulo: Lean Institute Brasil; 2014 [cited 2021 Aug 15]. Available from: https://www.lean.org.br/artigos/262/aplicando-lean-na-saude.aspx
https://www.lean.org.br/artigos/262/apli...
), denoting inequality not only in the implementation, but also in the dissemination of the topic. For this reason, in the case of a change management process, with regard to the culture of healthcare organizations, for the implementation of Lean and/or Six Sigma, it was estimated that the indicators relating to the implementation could be denoted around 2010, especially in the perioperative context.

The studies identified in the databases were exported to Rayyan QCRI(3131 Ouzzani M, Hammady H, Fedorowicz Z, Elmagarmid A. Rayyan-a web and mobile app for systematic reviews. Syst Rev. 2016;5:210. https://doi.org/10.1186/s13643-016-0384-4
https://doi.org/10.1186/s13643-016-0384-...
) for the removal of duplicate studies and screening. Three stages of selection were then carried out independently by two reviewers.

In the first stage, after removing duplicates, the titles and abstracts of the identified studies were assessed. They were then read in full to confirm their eligibility. Disagreements between the reviewers were resolved through peer meetings. On the occasions when the disagreements were not resolved, a third reviewer with expertise in the subject was required. Finally, data was extracted independently from the studies selected for the sample, taking into account: authorship, year of publication and country in which the study was conducted; methodology used (Lean Healthcare, Six Sigma or Lean Six Sigma) and operative period (preoperative, intraoperative and/or postoperative); tools used and population; results achieved and outcome.

For the final sample, the strength of evidence was analyzed, as proposed by Melnyk & Fineout-Overholt (2011)(3232 Melnyk BM, Fineout-Overholt E. Making the case for evidence-based practice and cultivating a spirit of inquiry. In: Melnyk BM, Fineout-Overholt E. Evidence-based practice in nursing & healthcare: a guide to best practice. Philadelphia: Wolters Kluwer, Lippincott Williams & Wilkins; 2011. p. 3-24.). The studies were evaluated according to three hierarchies: (1) Intervention or Diagnosis/Diagnostic Test, with seven levels; (2) Prognosis/ Prediction or Etiology, with five levels; and (3) Significance, with five levels. For the three hierarchies, the lower the level, the stronger the evidence(3232 Melnyk BM, Fineout-Overholt E. Making the case for evidence-based practice and cultivating a spirit of inquiry. In: Melnyk BM, Fineout-Overholt E. Evidence-based practice in nursing & healthcare: a guide to best practice. Philadelphia: Wolters Kluwer, Lippincott Williams & Wilkins; 2011. p. 3-24.).

In addition, the Critical Appraisal Checklist for Studies Reporting Prevalence Data, recommended by the JBI, was used to assess methodological quality(3333 Aromataris E, Munn Z, (eds). JBI Manual for evidence synthesis [Internet]. Adelaide: Joanna Briggs Institute; 2020[cited 2021 Aug 15]. Available from: https://jbi.global/critical-appraisal-tools
https://jbi.global/critical-appraisal-to...
). Therefore, the JBI Critical Appraisal Checklist for Analytical Cross Sectional Studies tool was used for the cross-sectional studies(3434 Moola S, Munn Z, Tufanaru C, Aromataris E, Sears K, Sfetcu R, et al. Chapter 7: systematic reviews of etiology and risk. In: Aromataris E, Munn Z, (eds). JBI Manual for Evidence Synthesis. Adelaide: JBI; 2020. 1-5); for cohort studies, the JBI Critical Appraisal Checklist for Cohort Studies tool was used(3434 Moola S, Munn Z, Tufanaru C, Aromataris E, Sears K, Sfetcu R, et al. Chapter 7: systematic reviews of etiology and risk. In: Aromataris E, Munn Z, (eds). JBI Manual for Evidence Synthesis. Adelaide: JBI; 2020. 1-5); for qualitative studies, the JBI Critical Appraisal Checklist for Qualitative Research tool was used(3535 Lockwood C, Munn Z, Porritt K. Qualitative research synthesis: methodological guidance for systematic reviewers utilizing meta-aggregation. Int J Evid Based Healthc. 2015;13(3):179-87. https://doi.org/10.1097/xeb.0000000000000062
https://doi.org/10.1097/xeb.000000000000...
); for the quasi-experimental studies, the JBI Critical Appraisal Checklist for Quasi-Experimental Appraisal Tool was used(3636 Tufanaru C, Munn Z, Aromataris E, Campbell J, Hopp L. Chapter 3: Systematic reviews of effectiveness. In: Aromataris E, Munn Z, (eds). Adelaide: JBI; 2020. 1-6). In the methodological evaluation of the studies, it is clear that a higher number of answers classified as “Yes” indicates better methodological quality, according to the tools proposed by the JBI(3333 Aromataris E, Munn Z, (eds). JBI Manual for evidence synthesis [Internet]. Adelaide: Joanna Briggs Institute; 2020[cited 2021 Aug 15]. Available from: https://jbi.global/critical-appraisal-tools
https://jbi.global/critical-appraisal-to...
).

It should be noted that the processes of assessing the strength of evidence and methodological quality were carried out independently by two reviewers. Disagreements with the preliminary results were resolved by a third reviewer with methodological expertise. Then, the data was analyzed using descriptive and content analysis, which included frequency counts and descriptions on the flow of surgical patient, work process and length of stay.

RESULTS

A total of 1889 records were identified in six databases. Following the article selection flowchart, ten articles were included in this review(99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
, 3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
, 3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
, 3939 Godinho Filho M, Boschi A, Rentes AF, Thurer M, Bertani TM. Improving hospital performance by use of lean techniques: an action research project in Brazil. Qual Engineering. 2015;27(2):196-211. https://doi.org/10.1080/08982112.2014.942039
https://doi.org/10.1080/08982112.2014.94...
, 4040 Iverson KR, Roa L, Shu S, Wong M, Rubenstein S, Zavala P, et al. Quality improvement to address surgical burden of disease at a large tertiary public hospital in Peru. World J Surg. 2021;45:2357-69. https://doi.org/10.1007/s00268-021-06118-z
https://doi.org/10.1007/s00268-021-06118...
, 4141 Amati M, Valnegri A, Bressan A, Regina DL, Tassone C, Piccolo AL, et al. Reducing changeover time between surgeries through lean thinking: an action research project. Front Med. 2022;9:822964. https://doi.org/10.3389/fmed.2022.822964
https://doi.org/10.3389/fmed.2022.822964...
, 4242 Leu JD, Ku HL, Chung K P. “Six sigma” as an effective process for reducing waiting time in surgery patients. Adv Mat Res. 2013;718-720:2533-8. https://doi.org/10.4028/www.scientific.net/AMR.718-720.2533
https://doi.org/10.4028/www.scientific.n...
, 4343 Blouin-Delisle CH, Drolet R, Gagnon S, Turcotte S, Boutet S, Coulombe M, et al. Improving flow in the OR: how Lean process studies can lead to shorter stays in the recovery ward. Int J Health Care Qual Assur. 2018;31(2):150-61. https://doi.org/10.1108/IJHCQA-01-2017-0014
https://doi.org/10.1108/IJHCQA-01-2017-0...
, 4444 Bouras A. Quality tools to improve the communication level in the surgery department at a local hospital. Comput Human Behav. 2015;51(B):843-51. https://doi.org/10.1016/j.chb.2014.11.066
https://doi.org/10.1016/j.chb.2014.11.06...
, 4545 McCulloch P, Kreckler S, New S, Sheena Y, Handa A, Catchpole K. Effect of a “Lean” intervention to improve safety processes and outcomes on a surgical emergency unit. BMJ. 2010;341:c5469. https://doi.org/10.1136/bmj.c5469
https://doi.org/10.1136/bmj.c5469...
), according to Figure 1.

Figure 1
Flowchart for selecting studies according to the PRISMA flowchart(2727 Page MJ, Mckenzie JE, Bossuyt PM, Boutron I, Hoffmann TC, Mulrow CD, et al. The PRISMA 2020 statement: an updated guideline for reporting systematic reviews. BMJ. 2021;372(71):1-9. https://doi.org/10.1136/bmj.n71
https://doi.org/10.1136/bmj.n71...
)

In the final sample, four (40%) were developed on the American continent (one in Brazil(3939 Godinho Filho M, Boschi A, Rentes AF, Thurer M, Bertani TM. Improving hospital performance by use of lean techniques: an action research project in Brazil. Qual Engineering. 2015;27(2):196-211. https://doi.org/10.1080/08982112.2014.942039
https://doi.org/10.1080/08982112.2014.94...
), one in Canada(4343 Blouin-Delisle CH, Drolet R, Gagnon S, Turcotte S, Boutet S, Coulombe M, et al. Improving flow in the OR: how Lean process studies can lead to shorter stays in the recovery ward. Int J Health Care Qual Assur. 2018;31(2):150-61. https://doi.org/10.1108/IJHCQA-01-2017-0014
https://doi.org/10.1108/IJHCQA-01-2017-0...
), one in the United States of America(3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
) and one in Peru(4040 Iverson KR, Roa L, Shu S, Wong M, Rubenstein S, Zavala P, et al. Quality improvement to address surgical burden of disease at a large tertiary public hospital in Peru. World J Surg. 2021;45:2357-69. https://doi.org/10.1007/s00268-021-06118-z
https://doi.org/10.1007/s00268-021-06118...
)), four (40%) were developed on the European continent (one from Ireland(3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
), one from Italy(99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
), one from United Kingdom(4545 McCulloch P, Kreckler S, New S, Sheena Y, Handa A, Catchpole K. Effect of a “Lean” intervention to improve safety processes and outcomes on a surgical emergency unit. BMJ. 2010;341:c5469. https://doi.org/10.1136/bmj.c5469
https://doi.org/10.1136/bmj.c5469...
) one from Switzerland(4141 Amati M, Valnegri A, Bressan A, Regina DL, Tassone C, Piccolo AL, et al. Reducing changeover time between surgeries through lean thinking: an action research project. Front Med. 2022;9:822964. https://doi.org/10.3389/fmed.2022.822964
https://doi.org/10.3389/fmed.2022.822964...
)) and two (20%) from Asia (one in Saudi Arabia(4444 Bouras A. Quality tools to improve the communication level in the surgery department at a local hospital. Comput Human Behav. 2015;51(B):843-51. https://doi.org/10.1016/j.chb.2014.11.066
https://doi.org/10.1016/j.chb.2014.11.06...
) and one in Taiwan(4242 Leu JD, Ku HL, Chung K P. “Six sigma” as an effective process for reducing waiting time in surgery patients. Adv Mat Res. 2013;718-720:2533-8. https://doi.org/10.4028/www.scientific.net/AMR.718-720.2533
https://doi.org/10.4028/www.scientific.n...
)). Regarding the years of publication, there was a predominance of studies published in 2015 (n=2), corresponding to 20% of the sample.

Of the final sample, five studies (50%) adopted Lean Healthcare(3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
, 3939 Godinho Filho M, Boschi A, Rentes AF, Thurer M, Bertani TM. Improving hospital performance by use of lean techniques: an action research project in Brazil. Qual Engineering. 2015;27(2):196-211. https://doi.org/10.1080/08982112.2014.942039
https://doi.org/10.1080/08982112.2014.94...
, 4141 Amati M, Valnegri A, Bressan A, Regina DL, Tassone C, Piccolo AL, et al. Reducing changeover time between surgeries through lean thinking: an action research project. Front Med. 2022;9:822964. https://doi.org/10.3389/fmed.2022.822964
https://doi.org/10.3389/fmed.2022.822964...
, 4343 Blouin-Delisle CH, Drolet R, Gagnon S, Turcotte S, Boutet S, Coulombe M, et al. Improving flow in the OR: how Lean process studies can lead to shorter stays in the recovery ward. Int J Health Care Qual Assur. 2018;31(2):150-61. https://doi.org/10.1108/IJHCQA-01-2017-0014
https://doi.org/10.1108/IJHCQA-01-2017-0...
, 4545 McCulloch P, Kreckler S, New S, Sheena Y, Handa A, Catchpole K. Effect of a “Lean” intervention to improve safety processes and outcomes on a surgical emergency unit. BMJ. 2010;341:c5469. https://doi.org/10.1136/bmj.c5469
https://doi.org/10.1136/bmj.c5469...
) to evaluate process optimization, three (30%) applied Six Sigma(3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
, 4242 Leu JD, Ku HL, Chung K P. “Six sigma” as an effective process for reducing waiting time in surgery patients. Adv Mat Res. 2013;718-720:2533-8. https://doi.org/10.4028/www.scientific.net/AMR.718-720.2533
https://doi.org/10.4028/www.scientific.n...
, 4444 Bouras A. Quality tools to improve the communication level in the surgery department at a local hospital. Comput Human Behav. 2015;51(B):843-51. https://doi.org/10.1016/j.chb.2014.11.066
https://doi.org/10.1016/j.chb.2014.11.06...
) and two (20%) Lean Six Sigma(99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
, 4040 Iverson KR, Roa L, Shu S, Wong M, Rubenstein S, Zavala P, et al. Quality improvement to address surgical burden of disease at a large tertiary public hospital in Peru. World J Surg. 2021;45:2357-69. https://doi.org/10.1007/s00268-021-06118-z
https://doi.org/10.1007/s00268-021-06118...
). Thus, it was observed that these methodologies have a diversity of application in the operative periods, since all of them were contemplated, namely: preoperative (n=5)(99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
, 3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
, 3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
, 3939 Godinho Filho M, Boschi A, Rentes AF, Thurer M, Bertani TM. Improving hospital performance by use of lean techniques: an action research project in Brazil. Qual Engineering. 2015;27(2):196-211. https://doi.org/10.1080/08982112.2014.942039
https://doi.org/10.1080/08982112.2014.94...
, 4040 Iverson KR, Roa L, Shu S, Wong M, Rubenstein S, Zavala P, et al. Quality improvement to address surgical burden of disease at a large tertiary public hospital in Peru. World J Surg. 2021;45:2357-69. https://doi.org/10.1007/s00268-021-06118-z
https://doi.org/10.1007/s00268-021-06118...
), intraoperative (n=6)(99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
, 3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
, 3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
, 4040 Iverson KR, Roa L, Shu S, Wong M, Rubenstein S, Zavala P, et al. Quality improvement to address surgical burden of disease at a large tertiary public hospital in Peru. World J Surg. 2021;45:2357-69. https://doi.org/10.1007/s00268-021-06118-z
https://doi.org/10.1007/s00268-021-06118...
, 4141 Amati M, Valnegri A, Bressan A, Regina DL, Tassone C, Piccolo AL, et al. Reducing changeover time between surgeries through lean thinking: an action research project. Front Med. 2022;9:822964. https://doi.org/10.3389/fmed.2022.822964
https://doi.org/10.3389/fmed.2022.822964...
, 4242 Leu JD, Ku HL, Chung K P. “Six sigma” as an effective process for reducing waiting time in surgery patients. Adv Mat Res. 2013;718-720:2533-8. https://doi.org/10.4028/www.scientific.net/AMR.718-720.2533
https://doi.org/10.4028/www.scientific.n...
) and post-operative (n=6)(99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
, 3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
, 3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
, 4343 Blouin-Delisle CH, Drolet R, Gagnon S, Turcotte S, Boutet S, Coulombe M, et al. Improving flow in the OR: how Lean process studies can lead to shorter stays in the recovery ward. Int J Health Care Qual Assur. 2018;31(2):150-61. https://doi.org/10.1108/IJHCQA-01-2017-0014
https://doi.org/10.1108/IJHCQA-01-2017-0...
, 4444 Bouras A. Quality tools to improve the communication level in the surgery department at a local hospital. Comput Human Behav. 2015;51(B):843-51. https://doi.org/10.1016/j.chb.2014.11.066
https://doi.org/10.1016/j.chb.2014.11.06...
, 4545 McCulloch P, Kreckler S, New S, Sheena Y, Handa A, Catchpole K. Effect of a “Lean” intervention to improve safety processes and outcomes on a surgical emergency unit. BMJ. 2010;341:c5469. https://doi.org/10.1136/bmj.c5469
https://doi.org/10.1136/bmj.c5469...
). It should be emphasized that the sum of the studies exceeds the number included in the final sample, considering that three studies cover the perioperative period(99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
, 3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
, 3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
) and one covers the pre- and intra-operative periods(4040 Iverson KR, Roa L, Shu S, Wong M, Rubenstein S, Zavala P, et al. Quality improvement to address surgical burden of disease at a large tertiary public hospital in Peru. World J Surg. 2021;45:2357-69. https://doi.org/10.1007/s00268-021-06118-z
https://doi.org/10.1007/s00268-021-06118...
). Chart 2 summarizes the manuscripts analyzed.

Chart 2
Summary of the articles included in the integrative literature review

In terms of quality analysis, of the cross-sectional studies (n=4), two received a total of six “yes” answers; of the qualitative studies (n=2), only one received a total of eight “yes” answers; of the quasi-experimental studies (n=3), two received a total of eight “yes” answers; and finally, of the cohort study (n=1), the article included received a total of nine “yes” answers. Chart 3 shows the methodological evaluation broken down by tool and methodological design. It should be noted that none of the included studies received a total of “yes” answers, considering the number of questions included in each instrument.

Chart 3
Methodological Evaluation using the JBI Critical Appraisal Checklist for Studies Reporting Prevalence Data.

DISCUSSION

In order to analyze the publications included in this study and outline the theoretical construct, the selected articles were organized into three thematic categories, namely: flow of surgical patients(3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
, 4040 Iverson KR, Roa L, Shu S, Wong M, Rubenstein S, Zavala P, et al. Quality improvement to address surgical burden of disease at a large tertiary public hospital in Peru. World J Surg. 2021;45:2357-69. https://doi.org/10.1007/s00268-021-06118-z
https://doi.org/10.1007/s00268-021-06118...
, 4141 Amati M, Valnegri A, Bressan A, Regina DL, Tassone C, Piccolo AL, et al. Reducing changeover time between surgeries through lean thinking: an action research project. Front Med. 2022;9:822964. https://doi.org/10.3389/fmed.2022.822964
https://doi.org/10.3389/fmed.2022.822964...
, 4242 Leu JD, Ku HL, Chung K P. “Six sigma” as an effective process for reducing waiting time in surgery patients. Adv Mat Res. 2013;718-720:2533-8. https://doi.org/10.4028/www.scientific.net/AMR.718-720.2533
https://doi.org/10.4028/www.scientific.n...
, 4343 Blouin-Delisle CH, Drolet R, Gagnon S, Turcotte S, Boutet S, Coulombe M, et al. Improving flow in the OR: how Lean process studies can lead to shorter stays in the recovery ward. Int J Health Care Qual Assur. 2018;31(2):150-61. https://doi.org/10.1108/IJHCQA-01-2017-0014
https://doi.org/10.1108/IJHCQA-01-2017-0...
), work process(3939 Godinho Filho M, Boschi A, Rentes AF, Thurer M, Bertani TM. Improving hospital performance by use of lean techniques: an action research project in Brazil. Qual Engineering. 2015;27(2):196-211. https://doi.org/10.1080/08982112.2014.942039
https://doi.org/10.1080/08982112.2014.94...
, 4444 Bouras A. Quality tools to improve the communication level in the surgery department at a local hospital. Comput Human Behav. 2015;51(B):843-51. https://doi.org/10.1016/j.chb.2014.11.066
https://doi.org/10.1016/j.chb.2014.11.06...
) and length of stay(99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
, 3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
, 4545 McCulloch P, Kreckler S, New S, Sheena Y, Handa A, Catchpole K. Effect of a “Lean” intervention to improve safety processes and outcomes on a surgical emergency unit. BMJ. 2010;341:c5469. https://doi.org/10.1136/bmj.c5469
https://doi.org/10.1136/bmj.c5469...
).

Surgical Patient Flow

Considering all the studies included in this review, five analyzed the influence of Lean and/or Six Sigma with regard to optimizing the flow of surgical patients(3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
, 4040 Iverson KR, Roa L, Shu S, Wong M, Rubenstein S, Zavala P, et al. Quality improvement to address surgical burden of disease at a large tertiary public hospital in Peru. World J Surg. 2021;45:2357-69. https://doi.org/10.1007/s00268-021-06118-z
https://doi.org/10.1007/s00268-021-06118...
, 4141 Amati M, Valnegri A, Bressan A, Regina DL, Tassone C, Piccolo AL, et al. Reducing changeover time between surgeries through lean thinking: an action research project. Front Med. 2022;9:822964. https://doi.org/10.3389/fmed.2022.822964
https://doi.org/10.3389/fmed.2022.822964...
, 4242 Leu JD, Ku HL, Chung K P. “Six sigma” as an effective process for reducing waiting time in surgery patients. Adv Mat Res. 2013;718-720:2533-8. https://doi.org/10.4028/www.scientific.net/AMR.718-720.2533
https://doi.org/10.4028/www.scientific.n...
, 4343 Blouin-Delisle CH, Drolet R, Gagnon S, Turcotte S, Boutet S, Coulombe M, et al. Improving flow in the OR: how Lean process studies can lead to shorter stays in the recovery ward. Int J Health Care Qual Assur. 2018;31(2):150-61. https://doi.org/10.1108/IJHCQA-01-2017-0014
https://doi.org/10.1108/IJHCQA-01-2017-0...
).

In the perioperative context, it is essential that the flow of surgical patients is optimized so that waiting times for surgical procedures are minimized, even for general elective procedures, with a view to patient experience and safety. In this sense, considering the principles of the culture of continuous improvement encompassed by Lean, one should always aim to promote lean patient care, guaranteeing the necessary resources at the ideal time, avoiding unnecessary human movement and transportation.

In fact, Six Sigma has the potential to guarantee a continuous flow of surgical patients, reducing the time from admission to discharge for various surgical procedures(3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
). Coexistently, a prospective study carried out in Brazil found that, in the perioperative period(3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
), Lean Six Sigma is effective in improving the discharge process even in other contexts, such as Intensive Care Units (ICUs)(4646 Zimmermann GS, Bohomol E. Lean Six Sigma methodology to improve the discharge process in a Brazilian intensive care unit. Rev Bras Enferm. 2023;76(3):e20220538. https://doi.org/10.1590/0034-7167-2022-0538
https://doi.org/10.1590/0034-7167-2022-0...
). Certainly, this is because Lean corroborates the re-evaluation of the operational performance of the entire system, thereby bringing about changes in terms of resources, technology and infrastructure(4141 Amati M, Valnegri A, Bressan A, Regina DL, Tassone C, Piccolo AL, et al. Reducing changeover time between surgeries through lean thinking: an action research project. Front Med. 2022;9:822964. https://doi.org/10.3389/fmed.2022.822964
https://doi.org/10.3389/fmed.2022.822964...
). This makes it possible to achieve an increase in the weekly elective surgical volume(3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
), as the turnover time between operative procedures is reduced(4141 Amati M, Valnegri A, Bressan A, Regina DL, Tassone C, Piccolo AL, et al. Reducing changeover time between surgeries through lean thinking: an action research project. Front Med. 2022;9:822964. https://doi.org/10.3389/fmed.2022.822964
https://doi.org/10.3389/fmed.2022.822964...
, 4242 Leu JD, Ku HL, Chung K P. “Six sigma” as an effective process for reducing waiting time in surgery patients. Adv Mat Res. 2013;718-720:2533-8. https://doi.org/10.4028/www.scientific.net/AMR.718-720.2533
https://doi.org/10.4028/www.scientific.n...
).

In the surgical context, the disorder of processes is seen as one of the factors responsible for causing a lack of beds in the postanesthetic recovery unit and, consequently, a delay in patient flow, culminating in prolonged discharge and use of hospital resources(3737 Amato-Vealey EJ, Fountain P, Coppola D. Perfecting Patient Flow in the Surgical Setting. AORN J. 2012;96(1):46-57. https://doi.org/10.1016/j.aorn.2012.03.013
https://doi.org/10.1016/j.aorn.2012.03.0...
). However, by optimizing this flow through the implementation of Lean Six Sigma, there is an increase in the number of hospital admissions due to the reduction in the patient’s recovery time after a surgical procedure(4343 Blouin-Delisle CH, Drolet R, Gagnon S, Turcotte S, Boutet S, Coulombe M, et al. Improving flow in the OR: how Lean process studies can lead to shorter stays in the recovery ward. Int J Health Care Qual Assur. 2018;31(2):150-61. https://doi.org/10.1108/IJHCQA-01-2017-0014
https://doi.org/10.1108/IJHCQA-01-2017-0...
). This shows that surgical processes optimized in a continuous manner, i.e. achieving less processing time and variability, corroborate the stability and efficiency of systems for proposing safe and quality healthcare.

In short, it should be noted that by optimizing the flow of surgical patients through Lean and Six Sigma, it is possible to reduce the waiting time and turnover of surgeries, increase the volume of surgical admissions and ensure efficient processing and use of resources and systems(4141 Amati M, Valnegri A, Bressan A, Regina DL, Tassone C, Piccolo AL, et al. Reducing changeover time between surgeries through lean thinking: an action research project. Front Med. 2022;9:822964. https://doi.org/10.3389/fmed.2022.822964
https://doi.org/10.3389/fmed.2022.822964...
, 4242 Leu JD, Ku HL, Chung K P. “Six sigma” as an effective process for reducing waiting time in surgery patients. Adv Mat Res. 2013;718-720:2533-8. https://doi.org/10.4028/www.scientific.net/AMR.718-720.2533
https://doi.org/10.4028/www.scientific.n...
, 4343 Blouin-Delisle CH, Drolet R, Gagnon S, Turcotte S, Boutet S, Coulombe M, et al. Improving flow in the OR: how Lean process studies can lead to shorter stays in the recovery ward. Int J Health Care Qual Assur. 2018;31(2):150-61. https://doi.org/10.1108/IJHCQA-01-2017-0014
https://doi.org/10.1108/IJHCQA-01-2017-0...
), with an influence on reducing the length of stay of the patient in the healthcare organization.

Work process

The work process is one of the indicators of success in implementing Lean and/or Six Sigma(3939 Godinho Filho M, Boschi A, Rentes AF, Thurer M, Bertani TM. Improving hospital performance by use of lean techniques: an action research project in Brazil. Qual Engineering. 2015;27(2):196-211. https://doi.org/10.1080/08982112.2014.942039
https://doi.org/10.1080/08982112.2014.94...
, 4444 Bouras A. Quality tools to improve the communication level in the surgery department at a local hospital. Comput Human Behav. 2015;51(B):843-51. https://doi.org/10.1016/j.chb.2014.11.066
https://doi.org/10.1016/j.chb.2014.11.06...
). Optimized work processes, i.e. with less processing time and variability, reduce the time it takes to start implementing the treatment plan after surgery(4444 Bouras A. Quality tools to improve the communication level in the surgery department at a local hospital. Comput Human Behav. 2015;51(B):843-51. https://doi.org/10.1016/j.chb.2014.11.066
https://doi.org/10.1016/j.chb.2014.11.06...
) and a reduction in the rate of delayed surgeries due to lack of materials(3939 Godinho Filho M, Boschi A, Rentes AF, Thurer M, Bertani TM. Improving hospital performance by use of lean techniques: an action research project in Brazil. Qual Engineering. 2015;27(2):196-211. https://doi.org/10.1080/08982112.2014.942039
https://doi.org/10.1080/08982112.2014.94...
). This means that Lean and/or Six Sigma not only have the potential to maximize the achievement of health outcomes that are favorable to the patient, but also favorable to healthcare professionals and organizations.

However, it is not enough for favorable health outcomes to be achieved without ensuring patient safety, since this indicator is directly related to the quality of health care(4747 Lee SE, Scott LD, Dahinten VS, Vincent C, Lopez KD, Park CG. Safety culture, patient safety, and quality of care outcomes: a literature review. West J Nurs Res. 2019;41(2):279-304. https://doi.org/10.1177/0193945917747416
https://doi.org/10.1177/0193945917747416...
). It is therefore imperative that the optimization of perioperative processes becomes a reality, since organized work processes denote indicators of waste and inefficiency and lead to the establishment of systems that add value, reducing costs for the healthcare organization and improving the quality and effectiveness of the system(3939 Godinho Filho M, Boschi A, Rentes AF, Thurer M, Bertani TM. Improving hospital performance by use of lean techniques: an action research project in Brazil. Qual Engineering. 2015;27(2):196-211. https://doi.org/10.1080/08982112.2014.942039
https://doi.org/10.1080/08982112.2014.94...
, 4444 Bouras A. Quality tools to improve the communication level in the surgery department at a local hospital. Comput Human Behav. 2015;51(B):843-51. https://doi.org/10.1016/j.chb.2014.11.066
https://doi.org/10.1016/j.chb.2014.11.06...
).

In line with these findings, studies that evaluated the relationship between Lean and the optimization of hospitalization processes(66 Fuentes LBEH, Gardim L, Silva TO, Moura AA, Bernardes A. Applying Lean Healthcare in the hospitalization and patient discharge process: an integrative review. Rev Bras Enferm. 2023;76(5):e20220751. https://doi.org/10.1590/0034-7167-2022-0751
https://doi.org/10.1590/0034-7167-2022-0...
) and patient discharge(66 Fuentes LBEH, Gardim L, Silva TO, Moura AA, Bernardes A. Applying Lean Healthcare in the hospitalization and patient discharge process: an integrative review. Rev Bras Enferm. 2023;76(5):e20220751. https://doi.org/10.1590/0034-7167-2022-0751
https://doi.org/10.1590/0034-7167-2022-0...
, 4848 Beck MJ, Okerblom D, Kumar A, Bandyopadhyay S, Scalzi LV. Lean intervention improves patient discharge times, improves emergency department throughput and reduces congestion. Hosp Pract. 2016;44(5):252-9. https://doi.org/10.1080/21548331.2016.1254559
https://doi.org/10.1080/21548331.2016.12...
) showed that Lean also makes it possible to optimize the work process. In addition, this methodology has the potential to help establish a collaborative interprofessional work process in which the autonomy of professionals in patient care is observed, as well as shared decision-making and improved communication(4949 Blouin-Delisle CH, Drolet R, Hains M, Tailleur L, Allaire N, Coulombe M, et al. Improving interprofessional approach using a collaborative lean methodology in two geriatric care units for a better patient flow. J Interprof Educ Pract. 2020;19:100332. https://doi.org/10.1016/j.xjep.2020.100332
https://doi.org/10.1016/j.xjep.2020.1003...
).

However, given that Lean and/or Six Sigma corroborate the establishment of optimized processes, further studies should investigate the relationship between such optimization and a reduction in staff turnover, as well as its relationship with the flow of surgical patients.

Length of stay

When concluding the influence of Lean and/or Six Sigma on the optimization of work processes and the flow of surgical patients, the repercussions of these aspects on the length of stay of patients should be noted(3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
, 4545 McCulloch P, Kreckler S, New S, Sheena Y, Handa A, Catchpole K. Effect of a “Lean” intervention to improve safety processes and outcomes on a surgical emergency unit. BMJ. 2010;341:c5469. https://doi.org/10.1136/bmj.c5469
https://doi.org/10.1136/bmj.c5469...
).

In this sense, of the total number of studies included, three assessed the perioperative period and associated issues, such as patients’ perceptions of waiting times(3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
) and the average number of days of hospitalization(99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
). Lean and/or Six Sigma were found not only to improve patient perception of waiting times, but also to achieve a significant reduction in the average number of days spent in hospital(99 Montella E, Cicco MVD, Ferraro A, Centobelli P, Raiola E, Triassi M, et al. The application of Lean Six Sigma methodology to reduce the risk of healthcare-associated infections in surgery departments. J Eval Clin Pract. 2017;23(3):530-9. https://doi.org/10.1111/jep.12662
https://doi.org/10.1111/jep.12662...
, 3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
). This highlights the fact that, to the extent that the methodologies help the patient achieve a positive health outcome, higher levels of patient satisfaction can also be seen.

When evaluating the influence of Lean on the establishment of safe processes and the achievement of better results, a cohort study conducted in the United Kingdom showed that the length of a patient’s stay in hospital is associated with a significant risk of patient safety incidents. This means that the longer the length of stay, the greater the risk of adverse events(4545 McCulloch P, Kreckler S, New S, Sheena Y, Handa A, Catchpole K. Effect of a “Lean” intervention to improve safety processes and outcomes on a surgical emergency unit. BMJ. 2010;341:c5469. https://doi.org/10.1136/bmj.c5469
https://doi.org/10.1136/bmj.c5469...
). For this reason, by optimizing work processes and the flow of surgical patients with Lean, there is a contribution to reducing length of stay, denoting indicators of reliability and efficiency.

These indicators also help to ensure that patients are better informed about their treatment plan(3838 Ullah MF, Fleming C, Fox C, Tewary T, Tormey S. Patient experience in a surgical assessment unit following a closed-loop audit using a Kaizen Lean system. Ir J Med Sci. 2020;189(2):641-7. https://doi.org/10.1007/s11845-019-02105-5
https://doi.org/10.1007/s11845-019-02105...
), so that, by taking ownership of their treatment in detail and with information, the chances of promoting self-care in a more assertive manner are increased, which can contribute to reducing the hospital readmission.

Finally, although the amount of evidence is small, the studies emphasize the potential of Lean and/or Six Sigma to reduce the length of stay of surgical patients; a result in line with the findings of a study that evaluated Lean Six Sigma to reduce the length of stay of patients in the emergency department(5050 Furterer SL. Applying Lean Six Sigma methods to reduce length of stay in a hospital’s emergency department. Qual Engineering. 2018,30(3):389-404. https://doi.org/10.1080/08982112.2018.1464657
https://doi.org/10.1080/08982112.2018.14...
). It is suggested that new studies be carried out that can attest to this relationship, especially by evaluating the perioperative period and the different periods that make it up. Indicators related to health care such as avoidability, the rate of surgical reoperations and rates of adverse events could be key to understanding this relationship.

Limitations of the study

Even though this study was conducted with precision and methodological rigor, contingently, when contemplating the perioperative period, the synthesis of evidence may not have considered the specificities of each operative period. Nevertheless, this study achieved its objective and contributed significant findings.

Contributions to healthcare

This study showed that Lean and/or Six Sigma contribute to optimizing processes in the perioperative period. This has a number of repercussions in the organizational, managerial and clinical spheres. In the organizational sphere, these methodologies corroborate governability by guaranteeing the sustainability of systems. In the managerial sphere, they contribute to the implementation of quality management tools and even to the incorporation of a culture of continuous improvement into the organizational culture. Finally, in the clinical sphere, they ensure that care can be provided in a qualified manner to achieve a satisfactory patient experience.

FINAL CONSIDERATIONS

Most of the studies concluded that Lean and/or Six Sigma make a significant contribution to optimizing perioperative processes, reducing time and process variability. In addition, they organize the work process, optimize the flow of surgical patients and reduce length of stay, guaranteeing better patient experiences and favorable health outcomes.

In addition, they make it possible to identify potential problems to recognize them and propose solutions that can make patient-centered care possible. Lean and/or Six Sigma guarantee the provision of lean patient care, operated with the necessary resources and at the optimum time, in order to avoid unnecessary human movement and transport, maximizing the achievement of favorable health outcomes for the patient, the professionals and the healthcare organization. In addition, they allow the patient to take ownership of their treatment plan with a greater level of information, thereby increasing the chances of promoting self-care in a more assertive manner, with a possible influence on reducing the chances of hospital readmission.

ACKNOWLEDGEMENT

The authors would like to thank Marcia dos Santos, Librarian at the University of São Paulo, who helped define the search strategy. The authors would also like to thank Gustavo Gonçalves de Souza, Process and Continuous Improvement Consultant for the Lean in Emergencies Project of the Program to Support the Institutional Development of the Unified Health System (PROADI-SUS) of the Sírio-Libanês Hospital, São Paulo, Brazil, who contributed to the theoretical background related to Lean and Six Sigma.

  • FUNDING
    National Council for Scientific and Technological Development (CNPq), Brazil.

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Edited by

EDITOR IN CHIEF: Antonio José de Almeida Filho
ASSOCIATE EDITOR: Rosane Cardoso

Publication Dates

  • Publication in this collection
    14 June 2024
  • Date of issue
    2024

History

  • Received
    06 Nov 2023
  • Accepted
    09 Jan 2024
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