You are on page 1of 39

r Academy of Management Journal

2017, Vol. 60, No. 1, 200–237.


https://doi.org/10.5465/amj.2013.0870

MAINTAINING THE VALUES OF A PROFESSION:


INSTITUTIONAL WORK AND MORAL EMOTIONS IN THE
EMERGENCY DEPARTMENT
APRIL L. WRIGHT
University of Queensland

RAYMOND F. ZAMMUTO
University of Colorado, Denver

PETER W. LIESCH
University of Queensland

Specialization within professions creates challenges for maintaining the macro-level


values of the profession in the everyday work of specialists at the micro level inside
organizations. By conducting a qualitative study of emergency-department physicians
and their interactions with other hospital specialists, we show how specialists maintain
professional values through two distinct processes of institutional work in which moral
emotions—that is, emotions linked to the interests of others—play a key role. The first
process is activated when a perceived episodic problem, which arises from value con-
flicts in interactions between different specialists, elicits transitory moral emotions that
motivate institutional maintenance work through individual action. The second process
is activated when a perceived systemic problem, which arises from conflict between
professional values writ large and organizational practices, elicits moral emotions that
are enduring and shared across specialists. These emotions mobilize collective action in
institutional maintenance work that changes the organizational practice. By focusing on
values as a source of conflict and a motive for professional action inside organizations,
our model contributes a nuanced understanding to the everyday work of professionals
and specialists and draws attention to emotion elicitors and emotional scope as affective
mechanisms in processes of institutional work.

Patients stream into the hospital emergency depart- medicine and a specialist in orthopedics. Each resists,
ment. Dr. Banjo, a specialist in emergency medicine, proposing the other specialty department would be
is on duty. An elderly man with a broken hip requires better suited to admitting the patient. A nurse reports
admission, so Dr. Banjo phones a specialist in general that the woman bleeding in early pregnancy is anxious.
Concerned, Dr. Banjo pages a gynecologist for the third
We would like to thank our research participants for giving time. He checks on the patient with abdominal pain
us the privilege of observing the extraordinary work they do who is still waiting for a surgeon. Noting the delays and
every day to care for patients. Funding for this project was resistance, a junior doctor asks, “Don’t other specialists
provided over four years (2009 to 2012) under an Australian care about patients?” Dr. Banjo shrugs. “I’d like to think
Research Council Linkage Project grant, LP0989662. We that other specialists value patient care as much as I do,
acknowledge Stuart Middleton for his assistance in data col- whatever their area of expertise and training. We’re all
lection. We also acknowledge Jonathan Staggs for his assis- doctors so we have a common professional value of
tance. We are grateful for the guidance of associate editor acting for the patient’s best interests.” Dr. Banjo reflects
Jennifer Howard-Grenville and three anonymous reviewers. for a moment. “But we work in a big public hospital with
We appreciate the valuable comments of Trish Reay, Elizabeth a lot of specialty departments and budget constraints, so
Goodrick, Alan Meyer, Jaco Lok, Bob Hinings, Markus putting our professional value into practice isn’t always
Hoellerer, Danielle Logue, Jane Le, Jonathan Staggs, Paul easy. That’s our challenge as specialists.” (Fieldnotes
Spee, Paul Brewer, Tyler Okimoto, and participants in the from observations of a hospital emergency department)
2012 Emotions and Institutions Track at the European
Group of Organization Studies conference and the 2013 Professions have been transformed through spe-
Academy of Management conference. cialization in recent decades. Whereas professions
200
Copyright of the Academy of Management, all rights reserved. Contents may not be copied, emailed, posted to a listserv, or otherwise transmitted without the copyright holder’s express
written permission. Users may print, download, or email articles for individual use only.
2017 Wright, Zammuto, and Liesch 201

were traditionally unitary communities of experts writ large, the values of a profession at the macro level
(Abbott, 1988), these communities have increasingly may not be easily or routinely achieved by specialists
become fragmented into heterogeneous groups of at the organizational level. How, then, do specialist
specialists (Brock, Powell, & Hinings, 1999). Special- actors maintain the values of their profession in
ization has important implications for the values of everyday work inside organizations?
a profession, defined as “conceptions of the preferred This is an important question because society
or the desirable, together with the construction of benefits when professions are able to evolve without
standards to which existing structures or behaviors sacrificing their traditional values of acting in the
can be compared and assessed” (Scott, 2008a: 54). interests of others rather than their own (Abbott, 1988;
Historically, professions have pursued social trust- Parsons, 1939). Given that “professional values are
eeship values of prioritizing the interests of others defended and maintained or lost” in interactions in
above their own (Abbott, 1988; Brint, 1994; Parsons, organizational contexts (Noordegraaf, 2011: 1356),
1939), with the value of acting in the best interests of unpacking the puzzle of how specialization and pro-
the patient or client going to the very heart of pro- fessional values play out inside organizations matters
fessions such as medicine and law (Leicht & Fennell, for both theory and practice. Yet the puzzle has re-
2001). ceived little scholarly attention, despite calls for greater
As our opening example illuminates, specializa- explanation of “how the professions may retain
tion creates two challenges for keeping the values of normative value” (Muzio, Brock, & Suddaby, 2013:
a profession alive in the everyday work of specialists. 703–704) and the “everyday realities of front-line work”
The first challenge arises because specialist identi- of professionals in this retention (McCann, Granter,
ties become customized during training and social- Hyde, & Hassard, 2013: 753).
ization (Pratt, Rockmann, & Kaufmann, 2006), and We investigate this core puzzle by conceptualizing
specialists then bring these customized identities professions as institutions comprised of regulative,
into their day-to-day work in organizations that are normative, and cultural-cognitive pillars that provide
often structured into separate specialty departments stability and meaning to social life (Scott, 2008a).
(Ferlie, Fitzgerald, Wood, & Hawkins, 2005; Martin, Values are a key component of the normative pillar of
Currie, & Finn, 2009). As a result, different specialists professions as institutions (Leicht & Fennell, 2008)
who share the same value at the macro level of the and help to maintain the institution through mem-
profession may interpret the profession’s value dif- bers of the profession acting out its values as they
ferently in their everyday work at the micro level, perform professional duties at the front line of orga-
inside organizations. In essence, the profession’s value nizations (Muzio et al., 2013; Scott, 2008b). Thus,
becomes “refracted” for different specialists as the maintaining the values of a profession, which exist at
value travels from macro to micro levels (Czarniawska the macro level, requires purposive effort by reflec-
& Joerges, 1996). Values refraction creates the poten- tive professionals inside organizations at the micro
tial for conflict in the day-to-day interface between level. This effort can be conceptualized as institu-
specialists inside organizations, as per Dr. Banjo’s tional work. In general terms, the institutional work
experience in the opening example. of maintaining a profession entails “supporting, repair-
The second challenge is created by the potential ing or recreating the social mechanisms that ensure
for practices inside organizations, which are designed compliance” with the regulative, normative, or cultural-
to meet organizational requirements such as resource cognitive pillars of the profession (Lawrence &
efficiency, to inadvertently undermine the value of Suddaby, 2006: 230). Our interest lies in institu-
a profession (Kraatz, Ventresca, & Deng, 2010). This tional work directed at the normative pillar. In partic-
can lead to conflict between professional values and ular, we focus on how specialist actors, as members of
organizational practices. In Dr. Banjo’s hospital, a profession, engage in institutional work to maintain
budgetary pressures can shape organizational prac- their common professional value when they interact
tices in ways that seem inconsistent with the medical both with each other and with organizational practices
profession’s overarching value of the primacy of in their everyday work inside organizations.
patient welfare. We investigate our research question through a
Together, these two challenges create a core puzzle qualitative inductive study of a hospital in Australia
for maintaining the values of a profession. If values and the everyday work of specialists in emergency
can conflict because of how they become refracted medicine, who are required to interact with other
when professions are specialized, and if organiza- specialists as they diagnose and treat acutely unwell
tional practices can conflict with professional values patients presenting to the emergency department
202 Academy of Management Journal February

(ED). By analyzing interview and observational data, institutions is maintained by action directed at values.
we identify the triggers and mechanisms through By bringing attention to moral emotions as triggering
which specialists engage in institutional work to mechanisms for individual action and mobilizing
maintain the normative value of the medical pro- mechanisms for collection action, we illuminate how
fession in the face of the dual challenges illustrated emotion elicitors and emotional scope shape institu-
in our opening example and captured in our core tional maintenance work processes. This is a signifi-
puzzle: conflict arising from differences in how the cant contribution as the institutional work literature
medical profession’s value of patient care is refracted has only recently begun to grapple with questions of
for different types of specialists, and inconsistencies emotionality (Creed, Hudson, Okhuysen, & Smith-
between the medical profession’s values and the Crowe, 2014; Voronov & Vince, 2012; Voronov &
hospital’s organizational practices and routines for Weber, 2015).
delivering patient care.
Our data show that these challenges underpin two
fundamentally different types of problems as triggers THEORETICAL BACKGROUND
for institutional work. The first challenge seeds epi-
Professions, Values, and Specialization
sodic problems, which arise at the boundaries be-
tween specialties during everyday work interactions Values have historically been core to professions.
and can be resolved through individual action. The Early work in sociology emphasized the moral force
second challenge underpins systemic problems, of professions (Parsons, 1939) and how their values
which arise at the boundary between the profession placed “altruism at the center of society” (Muzio
writ large and organizational practices, and are re- et al., 2013: 702). Studies in the 1950s and 1960s
solvable only through collective action. Our analysis defined commitment to the value of providing ser-
reveals that in both cases, perceptions of a problem vice to others above self-interest as a key character-
with achieving the profession’s values elicit a dis- istic to professions (Etzioni, 1969; Goode, 1957).
tinctive category of emotions—described as moral While attention to values diminished from the 1970s,
emotions—in specialist actors. Moral emotions are when sociologists began exploring how professions
defined as “emotions that are linked to the interests were organized to gain power and privilege (Freidson,
or welfare either of society as a whole or at least of 1970, 1984), scholars have recently reiterated the con-
persons other than the judge or agent” (Haidt, 2003: tribution that professional values make to a fair, stable,
853). As our opening example highlights, profes- and altruistic society (Evetts, 2006; Scott, 2008b). Pro-
sionals care about the interests of patients and clients. fessionals are not solely or always motivated by power,
We find that moral emotions elicited by episodic and as our opening example highlighted, and they do care
systemic problems motivate specialists to take ac- about acting in the interests of others.
tion to maintain the profession’s values by engaging Yet, also illuminated in our example is the impact
in individual and collective institutional work, of specialization on the values of professions. In re-
respectively. cent decades, the knowledge base of professions has
Our findings offer two substantive contributions. expanded and fueled specialization—in effect, creat-
First, we contribute to the study of professions by ing sub-professions—through advanced training and
advancing understanding of the relationships be- certification (Brock et al., 1999). These specialists fre-
tween specialization within professions, professional quently work in large organizations that structurally
values, and everyday work inside organizations. By compartmentalize their everyday work into separate
unpacking the core puzzle, we explicate the precise activity units (Brock, 2006).
nature and dynamics of the episodic and systemic While scholars have not explicitly examined the
problems that specialists face in maintaining the impact of specialization on professional values, two
macro-level values of their profession at the front line streams of research have suggested that specializa-
of organizations. This is an important contribution as tion may cause values conflict between different spe-
our process model offers a more nuanced explanation cialists within the same profession. The first stream
of professional behavior than the power and self- draws attention to the identity effects of specialization.
interest motives that have dominated the professions When professionals receive training and socialization
literature (Evetts, 2006; Muzio et al., 2013). into a specialist area of expertise, their generalist pro-
Second, we contribute to the literature on institu- fessional identity is customized to their specialty (Pratt
tional work by uncovering the cognitive and affec- et al., 2006). Specialist identities create intraprofes-
tive processes through which the normative pillar of sional differences in how professionals think and act,
2017 Wright, Zammuto, and Liesch 203

as well as how they perceive organizational practices, Kwon, & Hecksher, 2008). Specialists in these orga-
innovations, and the boundaries of their jurisdictional nizations can find that professional values are at risk
authority (Chreim, Williams, & Hinings, 2007; Ferlie from the way they must be implemented in technical
et al., 2005; Goodrick & Reay, 2010; Martin et al., 2009). and administrative practices designed to fulfill orga-
The second research stream has explored rela- nizational requirements (Kraatz et al., 2010; Selznick,
tionships between specialization and organizational 1992).
structures. Many specialists are employed in large In sum, specialists face two distinct types of chal-
organizations structured as professional bureaucra- lenges in enacting the macro-level values of the pro-
cies, which compartmentalize activities into areas fession at the micro level inside organizations. First,
of specialty expertise (Brock, 2006; Greenwood & different specialists who are seemingly committed to
Suddaby, 2006), creating intraprofessional bound- the “same” professional value may find that this value
aries and unidisciplinary communities of practice is differently refracted because of identity custom-
(Ferlie et al., 2005; Powell & Davies, 2012). This can ization and organizational structures, which creates
seed conflict in interspecialty communication, co- conflict in interspecialty interactions at organizational
ordination, and jurisdictional responsibility (Hewett, interfaces. Second, different specialists who share the
Watson, Gallois, Ward, & Leggett, 2009) as specialists “same” professional value may find that, due to orga-
perform interdependent routines within organiza- nizational goals and requirements, this value is inad-
tional practices (Spee, Jarzabowski, & Smets, 2016). vertently undermined by organizational practices. In
These two research streams have suggested that contemplating how specialists might respond to these
the values of a profession, which exist at the macro challenges, we follow recent advances in the literature
level, may become refracted as they are translated on professions and apply an institutionalist perspec-
into action by different groups of specialists at the tive (Muzio et al., 2013).
micro level inside organizations. That is, specialists
with customized identities working in compart-
Institutional Work, Values, and Moral Emotions
mentalized structures may interpret the values of the
profession differently (Hewett et al., 2009). These The institutionalist perspective conceptualizes pro-
refracted interpretations of values can cause conflict fessions as institutions and a profession’s values
when different specialists who ostensibly share the as part of the institution’s normative pillar. The
“same” professional value interact at organizational concept of institutional work brings attention to the
interfaces. While prior research has tended to ex- effort that actors engage in to create, maintain, and
plain these types of conflicts between specialists as disrupt institutions (Lawrence, Leca, & Zilber, 2013).
coordination problems (Bruns, 2013; Ferlie et al., The profession is maintained as an institution through
2005), or as contests over power or status (Kellogg, “more or less conscious action of individual and col-
2012; Martin et al., 2009), these explanations miss lective actors” working at field, organization, and in-
the important role that values can play in interactions dividual levels to support the profession’s regulative,
between specialists belonging to the same profession. normative, and cultural-cognitive pillars (Lawrence &
Returning to our opening example, coordination and Suddaby, 2006: 229). Specialists are theorized to
power offer a superficial account of the conflict be- resolve the challenges of specialization using institu-
tween different medical specialists and say little tional work to maintain the values of the profession—
about the nuanced dynamics through which deeply the normative pillar of the institution—in their
held values of the medical profession shape different everyday work.
specialists’ cognitions and emotions during those The institutional work literature has highlighted
interactions. the types of work directed at maintaining professions
Differences in refracted values causing conflict and other institutions. Field-level professional bod-
between specialists are not the only challenge that ies maintain professions through membership rules
specialists face in maintaining the values of the and education, and through theorization and mobi-
profession in their everyday work. In large corpora- lization when the profession is threatened (Dunn &
tions and public bureaucracies that employ special- Jones, 2010; Goodrick & Reay, 2011; Greenwood,
ists, organizational practices—defined as bundles of Suddaby, & Hinings, 2002; Lawrence, 1999; Micelotta
routines and tools used to accomplish a task (Spee & Washington, 2013). At the same time, individuals
et al., 2016)—are designed to achieve organizational engage in institutional work inside organizations be-
goals such as profitability and efficiency, and to meet cause organizations represent the “institutional coal-
corporate and state regulatory requirements (Adler, face” where the institution of the profession is kept
204 Academy of Management Journal February

alive in the everyday social reality of specialists the emotionality of institutional work is not yet well
interacting with each other and with an organization’s understood, emotions might be expected to be prom-
structure and practices (Barley, 2008). Individuals inent in institutional work directed at maintaining nor-
maintain the profession’s knowledge base and status mative values inside organizations because someone
by theorizing, educating, and creating new routines who is committed to the values of an institution “really
(Currie, Lockett, Finn, Martin, & Waring, 2012); po- cares” about holding organizations to those values and
licing jurisdictions (Anteby, 2010); deploying rhetor- standards (Stinchcombe, 1997: 19). Dr. Banjo in our
ical tactics and narrative acts (Daudigeos, 2013; opening example is a case in point.
Kellogg, 2012; Zilber, 2009); and reproducing the Second, social psychology provides a further hint
profession in client interactions (McCann et al., 2013). as to the type of emotions that might play a role in
Studies in nonprofessional settings have reported that institutional work directed at maintaining values. A
maintenance work includes performing social rituals stream of literature has argued that the link between
(Dacin, Munir, & Tracey, 2010) and smoothing over and moral values and behavior is influenced by moral
restoring practice breakdowns (Lok & de Rond, 2013). emotions (Tangney, Stuewig, & Mashek, 2007).
Limited attention has been paid to whether and Moral emotions are associated with “the welfare or
how institutional work can be used to maintain the interests of society as a whole or of other persons”
normative pillar of an institution through supporting (Haidt, 2003: 853), and have two defining features.
or reproducing its values. A few studies have pointed Moral emotions are triggered by eliciting events that
to a role for values in triggering work through an in- do not directly harm or benefit the self (Haidt, 2003),
stitution’s impact on an actor’s identity at the indi- including events that involve conformity to, or de-
vidual level (Creed, DeJordy, & Lok, 2010; Marti & viance from, moral codes regarding what is valued
Fernandez, 2013) and through an institution’s values (Stets & Turner, 2007). In addition, moral emotions
being placed at risk from their implementation motivate tendencies to respond to the eliciting event
in practices at the organization level (Kraatz et al., through actions that “benefit others or else uphold or
2010; Wright & Zammuto, 2013). However, most benefit the social order” (Haidt, 2003: 854). Given
empirical research, especially in professional set- that professional values are concerned with the in-
tings, has been silent on values-directed institutional terests of clients or patients, moral emotions can be
work (Marti & Fernandez, 2013) and, mirroring the expected to shape “perceptions of the rightness or
trend in the sociology of professions, focused in- wrongness of particular actions” when evaluated
stead on institutional work motivated by power and against the profession’s values (Kroll & Egan, 2004:
self-interest in protecting expert control of organiza- 352). In our opening example, when Dr. Banjo’s in-
tional practices and jurisdictions (Currie et al., 2012; teractions with other specialists deviated from the
Kellogg, 2009). Such a narrow lens ignores “the medical profession’s value of acting in the patient’s
broader set of motivations besides self-interest” that best interests, he experienced moral emotions and
guide action in professional and other institutional was motivated to take action to uphold the value.
settings (Muzio et al., 2013: 703). Thus, existing ex-
planations of institutional work offer an incomplete—
Institutional Work by Specialists to Maintain
and overly negative (Evetts, 2006)—account of
Professional Values
dynamics because action directed at maintaining
the “deeply entrenched values” of an institution’s Revisiting our core puzzle, the literature applying
normative pillar is likely to be very different to in- an institutionalist perspective to professions has of-
stitutional work when values are not in play (Micelotta fered only coarse-grained insights into how special-
& Washington, 2013: 1159). ists might resolve the two challenges of specialization
Two currently disconnected literature streams that we identified: (1) values are refracted and can
provide hints as to what these dynamics might in- conflict when professions are specialized, and (2)
volve. First, a new stream of theoretical literature has organizational practices can conflict with profes-
suggested that work directed at values may have an sional values writ large. Because values represent the
emotional component. Scholars have begun to the- normative pillar of professions as institutions at the
orize that institutional work is both a cognitive and macro level, the literature has suggested that these
an affective process, and that individuals invest ef- conflicts will motivate specialists to engage in insti-
fort to maintain an institution when they have high tutional work to maintain professional values in their
cognitive and emotional investment in the institutional everyday work. Moreover, because these values involve
order (Creed et al., 2014; Voronov & Vince, 2012). While acting in the interests of others, the institutional work
2017 Wright, Zammuto, and Liesch 205

of specialists is likely to be a cognitive and affective another department for specialist treatment by enact-
process in which moral emotions may be prominent. ing the organizational practice of an “emergency re-
However, significant gaps exist in the study of in- ferral.” A referral involves an emergency specialist
stitutional work processes, such that extant research phoning the appropriate department, presenting the
has shed little light on the core puzzle of professional patient’s diagnosis and test results, and requesting an
values and specialization. The dynamics of how admission. An admitting specialist may elect to see the
conflicts between refracted specialist values, and patient in the ED before agreeing. Hospitals support
between values and organizational practices, trigger emergency referrals with a bundle of clinical and ad-
institutional work to maintain the macro-level value ministrative routines for diagnostic investigations,
of the profession remain unclear, as do the mecha- clinical decision making, and interdepartmental com-
nisms through which institutional work unfolds in munication that must be accomplished for an emer-
specialists’ everyday work at the micro level inside gency patient to be admitted by a specialty department.
organizations. While moral emotions of specialists The organizational context for our study is public
are speculated to play a role in these microprocesses, hospitals in Australia, which are funded by govern-
the precise nature and scope of that role is unknown. ment through the tax system to provide health care
Thus, contemplating the core puzzle, we ask: How do free of charge to all Australian citizens (AIHW, 2012).
specialist actors maintain the values of their pro- Public hospitals are functionally structured into
fession in everyday work inside organizations? specialty departments, which are allocated a budget
and a pool of staff, and bed and equipment resources
to treat patients needing their distinctive expertise.
RESEARCH SETTING
Because public hospitals do not operate a fee-for-
The medical profession in Australia offered a com- service model, patient demand exceeds available re-
pelling professional context to investigate our research sources and specialist services are rationed according
question. Doctors qualify for general registration as to the urgency of patient need. Patients with urgent
a medical practitioner after completing an approved conditions are admitted to hospital via a referral from
degree program and an intern year including com- the ED. Patients with non-urgent conditions are assigned
pulsory rotations in surgery, general medicine, and to waiting lists for specialist treatment, either as hospital
emergency medicine at an accredited training hos- inpatients or through outpatient clinics.
pital. Doctors then undergo general residency train- The outcome is a division of specialist labor within
ing for at least another year to gain exposure to the hospital such that (1) emergency specialists with
different specialties before choosing a specialist field expertise in diagnosing acute illnesses and injuries
of practice. Provisional and advanced specialist train- use the ED’s resources to diagnose, treat, discharge or
ing, involving examinations and supervised training refer patients to appropriate specialties for urgent
in hospitals, spans a further five- or six-year period. treatment; and (2) other specialists with distinctive
Training culminates in registration with a specialty expertise in specific body systems or technical pro-
college accredited by the Australian Medical Board, cedures use their department’s resources to care for the
such as the Royal Australasian Colleges of Physi- needs of both waitlisted patients and ED-referred pa-
cians and of Surgeons or the Australasian College of tients. This division of labor creates potential for ten-
Emergency Medicine. sion during emergency referrals, as specialists try to
We focus our investigation on specialists in balance their responsibilities for the needs of compet-
emergency medicine, a field of practice with broad ing patient groups within fixed capacity constraints:
expertise in diagnosing and treating acutely unwell more bed resources allocated to waitlisted patients
“whole people’ who present in unpredictable num- means fewer resources available for emergency pa-
bers to EDs. In their everyday work, emergency tients, and vice versa. We inferred that the practice of
physicians interact frequently with other specialists emergency referrals in public hospitals in Australia
who have specific expertise limited to a single body offered a theoretically salient context for exploring how
system (e.g., cardiology, gynecology), a distinctive area the medical profession’s value of primacy of patient
of medical knowledge (e.g., intensive care, psychiatry), needs is maintained in the everyday work of specialists.
or performance of procedures (e.g., surgery, neurosur-
gery, vascular surgery). The role of an emergency
METHODS
specialist is to assess, diagnose, and treat a patient’s
illness or injury before discharging them, or—if the This study emerged as part of an ongoing research
patient is sufficiently unwell—referring them to project focusing on how emergency specialists balance
206 Academy of Management Journal February

the demands of their profession and the public health on whether, how, and when they took action in re-
care system. Data were collected at a large public hos- sponse to challenges faced in maintaining values. The
pital in an Australian city that delivers care across interviews lasted between 60 and 90 minutes and were
a comprehensive range of specialties and is an accredi- digitally recorded and transcribed. To verify and add
ted training facility. The ED treats between 100 and 200 further detail to the accounts of the emergency consul-
patients daily, with between 10 and 20% admitted to tants, we interviewed nine residents who were un-
hospital. dergoing specialty training in emergency medicine.
Twenty-two nurses were also interviewed to improve
our understanding of the clinical and administrative
Data Collection
routines involved in caring for patients in the ED
We collected a mixture of observation, interview (Moore, 2009). Resident and nurse interviews typically
and archival data, as described in Table 1. Our pri- lasted half an hour.
mary data source was observation of emergency To gain insight into the perceptions and experi-
specialists on clinical shifts. Senior specialists in the ences of other specialties involved in emergency
ED have finished specialty training in emergency referrals, we collected data from sources outside the
medicine and occupy the position of “consultant” in ED. We observed for 120 hours in two specialty de-
Australian hospital terminology. The second most partments that received emergency referrals from the
senior doctors in the ED are “registrars,” who are still ED, and a further eight hours were spent observing
completing specialty training. We use the equivalent simulation exercises involving patient pathways and
term in U.S. hospitals of “resident” to refer to these clinical routines between the ED and other specialty
doctors. Junior doctors are in their first and second departments. We conducted interviews with six
years of prespecialty basic training. We identify specialists in various fields of practice—including
qualified emergency specialists by the job title of general medicine, surgery, psychiatry, gastroenterol-
emergency consultants and less senior emergency ogy, cardiology, and neurosurgery—and with seven
specialists as emergency residents to signal the po- residents who had undergone training in other spe-
sition level in the hospital hierarchy and the area of cialty departments. We also formally interviewed
medical specialty. four hospital managers, frequently attended meetings
From mid-2009 to mid-2011, a researcher spent with managers and the hospital executive, and ac-
501 hours observing in the ED. Observations oc- cessed documents pertaining to the hospital’s struc-
curred in four-hour blocks sampled for theoretical tures and processes, governance of public health care
variability across clinical shifts in terms of su- and hospitals in Australia, and the medical profession
pervising consultant, timing (morning, afternoon, and specialty colleges in Australia. Archival docu-
evening), week day, and seasonality (flu and non-flu ments, many of which were publicly available, pro-
season). The majority of observations (83%) occurred vided background information on the organizational
during peak patient arrivals of weekday mornings and and professional context of our study and helped verify
afternoons. We also included a sampling of evening, and add detail to our observation and interview data.
night, and weekend shifts (17%). A total of 35 emer- Finally, after theoretical insights emerged from our
gency consultants and residents were observed (24 data analysis, we returned to the field for a final round
male, 11 female) over the two-year period. Hand- of data collection in late 2014 to refine and deepen our
written fieldnotes were typed up after each shift. The emergent understanding. Our focus was on ensuring
researcher also observed 11 hours of training sessions we had a sufficiently balanced perspective of the dis-
led by emergency consultants. One of the authors tinctive expertise, responsibilities and priorities of the
observed for 50 hours to cross-check investigator different specialties involved in emergency referrals as
perceptions, sometimes observing with the primary an organizational practice. A redesign of the physical
observer and sometimes observing alone. space in the ED allowed us to observe and conduct
The authors and a researcher conducted inter- informal debriefs with a range of doctors who were at
views with 22 emergency consultants (17 males, 5 various stages of training in different specialties. One
females), representing almost the entire population author engaged in 80 hours of observation and note-
of consultants regularly employed by the ED. The in- taking. We also conducted formal interviews with 10
terviews were semi-structured, with questions designed doctors who had completed training in multiple spe-
to elicit the respondent’s values as an emergency spe- cialties or worked in roles connected with the devel-
cialist and how they were maintained in everyday opment and implementation of interspecialty pathways
practice in a public hospital. Respondents were probed as solutions to systemic problems.
2017 Wright, Zammuto, and Liesch 207

TABLE 1
Description of Data
Dates Source and type of data collected Use in analysis

Emergency medicine
June 2009–June 2011 Observation on the floor of the ED by a researcher Coded to generate episodes in which problems with
shadowing emergency consultants and residents for values do and do not occur (84 and 854 episodes,
501 hours. Observation by an author for 50 hours for respectively). Classification of source and type of
cross-checking. problem (episodic and systemic), emotional
responses of emergency specialists, and actions
taken [Analysis stage 1]
Sept 2009–Oct 2009 Interviews with 22 nurses about clinical and Verifying and adding detail to episodic and systemic
administrative routines for care of patients who present problems and solutions [Analysis stage 3].
to the ED.
June 2011 Observation of 11 hours of training sessions for junior Enriching understanding of the distinctiveness of
doctors led by emergency consultants. emergency medicine as a specialty [Analysis stage
3].
Sept 2011–Dec 2011 Interviews with 22 emergency consultants and with 9 Coded to generate episodes in which problems with
residents completing specialist training in emergency values occur (142 episodes). Classification of source
medicine. and type of problem, emotional response of
emergency specialists, and individual and
collective actions taken [Analysis stage 2].
Other specialties
Sept 2010–June 2011 120 hours’ observation of emergency referrals in two Identification of interspecialty differences in
specialty departments to gain understanding of how responsibilities and value interpretations as a cause
emergency referrals fit into everyday work of other of episodic and systemic problems [Analysis stage
specialties. 3].
May 2011–June 2011 8 hours’ observations of simulations of interspecialty Deepening insight into how routines implemented
pathways. collectively across specialties solve systemic
problems [Analysis stage 3].
June 2009–Dec 2011 Interviews with 6 specialists in other fields, (including Comparative insight into how distinctive specialist
general medicine, cardiology, surgery, and psychiatry) expertise and department responsibilities shape
and with 7 residents who had completed training in value interpretations and perceptions of problems
other specialties. [Analysis stage 3].
Oct 2014–Feb 2015 80 hours’ observation in “patient zones” in the ED to Verifying and refining insights into how interplay
observe and conduct informal debriefs with a range of between the medical profession’s values,
doctors who had experienced training in different organizational responsibility, and interspecialty
specialties. Formal interviews with 10 doctors who had value interpretations trigger or do not trigger
completed training in multiple specialties or worked in problems in emergency referrals. Deepening
roles connected with development and understanding of the distinction between episodic
implementation of interspecialty pathways as solutions and systemic problems. [Analysis stage 4].
to systemic problems.
Hospital
Jan 2009–Dec 2011 Multiple meetings with three hospital managers (10 Identification of how hospital processes and
meetings per manager, notes taken) and one meeting structures for allocating resources and
with two hospital financial administrators. Observation responsibilities to different specialty departments
of one hospital executive meeting. Formal interviews contribute to episodic and systemic problems.
with four hospital managers (digitally recorded and Deepening insight into how collective solutions to
transcribed). Documents including annual reports, systemic problems are initiated, developed and
maps of clinical and administrative routines and implemented [Analysis stage 3].
patient pathways, research publications, media stories.
Government and profession
Jan 2009–Dec 2012 Reports into public hospital operations and performance, Understanding of how problems with values occur
websites on government health policy frameworks and within the broad context of public hospitals in
standards. Websites of Australian Medical Council and Australia. Comparative insight into the distinctive
accredited specialty colleges. expertise, training requirements, and field of
practice of different specialties within the medical
profession in Australia [Analysis stage 3].

Notes: The analysis stages reported in the “Use in Analysis” column indicate when the data were first coded. Consistent with prescribed
procedures for inductive data analysis, coded data were returned to in subsequent stages to verify and deepen insights through constant
comparison with new data entering the analysis process.
208 Academy of Management Journal February

Data Analysis undertaking both open and axial coding. We coded


each data episode according to the type of problem,
Our analysis followed established procedures for
emotional response, and maintenance work under-
inductive theory building from qualitative data (Corbin
taken to solve the problem. We identified three types
& Strauss, 2008). NVivo 9 software was used to assist
of episodic problems as perceived by the emergency
with coding. As summarized in Table 1, our analysis
specialist, namely problems in which the medical
proceeded in four stages.
profession’s value of prioritizing patient interests
Analysis stage 1. We began by focusing on the
was undermined because (1) care was delayed, (2)
observational data collected in the ED from 2009 to
patient safety was potentially at risk, and (3) respon-
2011. We adopted Trefalt’s (2013: 1807) “episode-as-
sibility for a patient was being contested.
a-unit-of-analysis approach.” We extracted from the
We consulted the moral emotions literature for
fieldnotes all of the observed interactions between
guidance on classifying emergency specialists’ re-
the ED and other specialty departments involving
sponses to these problems. Research has shown that
the bundle of routines used to implement an emer- moral emotions can be classified into four families
gency referral for a patient. This generated 938 data (Ekman, 1992): self-critical, other-condemning, other-
episodes, with each episode capturing all of the in- suffering, and other-praising. Self-critical emotions
teractions observed for any one patient. We used these such as shame and guilt may be triggered when an
data episodes to examine how emergency specialists individual personally violates a moral code (Tangney
maintained their professional values when confronted et al., 2007). Other-condemning emotions such as
with the first challenge of the core puzzle of speciali- contempt, righteous anger, and disgust may be di-
zation: professional values are refracted differently for rected at the code violators when other people are
different specialists and this may lead to values conflict perceived to have violated moral codes (Rozin, Lowery,
at specialty interfaces. One author coded the 938 data Imada, & Haidt, 1999). Other-suffering emotions such
episodes into two categories: episodes where there as empathic concern and compassion may be elicited
was no perceived problem with the achievement of by another person’s experience of a violation of a moral
professional values (i.e., refracted specialist values code (Hoffman, 2000). Finally, other-praising emotions
were aligned) and episodes where the emergency such as pride and elation can be triggered when moral
specialist perceived there to be a problem with achieve- codes are upheld (Haidt, 2003). Applying these insights
ment of professional values (i.e., refracted specialist to our data, we identified that emergency specialists
values were not aligned). The category of “problem- experienced two broad classes of moral emotions in
atic” represented instances in which an emergency response to episodic problems. Emotions such as anger
specialist responded to a situation in which their in- and frustration were aroused at the injustice of other
terpretation of how the medical profession’s values specialties behaving as if the needs of an emergency
should be enacted for a particular patient diverged patient were of low priority. Emotions such as concern
from another specialist’s interpretation, allowing us and compassion were aroused by a patient suffering
to examine individual maintenance work. To ensure when their needs were unmet. We classified these
the trustworthiness of our distinction between prob- responses as other-condemning and other-suffering
lematic and nonproblematic data, a second author moral emotions, respectively.
recoded all of the problematic data episodes and a Our coding distinguished three forms of mainte-
sample of nonproblematic data episodes. High inter- nance work triggered by the moral emotional re-
rater reliability was achieved, with agreement on all sponse to an episodic problem. We grouped together
but seven episodes. Differences were resolved through actions in which an emergency consultant advo-
discussion. The final classification was 854 data epi- cated for the patient’s interests by presenting a per-
sodes where there was no evidence of a perceived suasive story or compelling justification to another
problem with achievement of common professional specialty. We labeled this form of value maintenance
values, and 84 data episodes where there was per- work as advocacy. We grouped together actions in
ceived to be a problem. which an emergency consultant used the authority of
To better understand how specialist actors en- their position in the organizational hierarchy, or
gaged in value maintenance work in response to appealed to a higher authority, to sanction approval
problems with the professional value, we focused for a course of action they deemed to be in the pa-
our attention on the dataset of episodes distin- tient’s interests. We labeled this work as sanctioning.
guished by what we labeled “episodic problems” (84 Finally, we grouped together actions in which an
data episodes). We proceeded with our analysis by emergency consultant acted as an intermediary
2017 Wright, Zammuto, and Liesch 209

between other specialties to ensure emergency pa- fieldnotes for these data episodes often referred to
tients got what they needed. We labeled this form of pathways and routines developed collaboratively
maintenance work brokering. between emergency specialists and other specialists
Analysis stage 2. We used the same procedure to because “the system we had before didn’t work.” We
code the data from our interviews with emergency tentatively speculated that a second category of prob-
specialists. We extracted from the transcripts 142 lems with professional values—systemic problems—
segments of text in which an interviewee gave an could act as a trigger for value maintenance work.
example of how an emergency consultant responded We reviewed our entire dataset of fieldnotes, in-
individually to a perceived problem with profes- terviews, and organizational documents to identify
sional values during an emergency referral. Exam- instances in which a systemic problem had arisen
ples included specific instances of problems with with how professional values were enacted in re-
a particular patient and more general descriptions ferrals for a group of patients and had been solved
of common types of problems for exemplar patient through maintenance work. In contrast to episodic
cases. We coded text for type of problem, emotion, problems, which arose at specialty boundaries and
and action, following the same procedure as the field- were solvable through individual action, systemic
note data. Examples of our coding of episodic data are problems arose at the boundary between the pro-
presented in Tables 2, 3, and 4. fession writ large and organizational practices, and
We report the frequencies of our coding categories were resolved through collective action. We identi-
pertaining to episodic problems, moral emotions, fied three cases of systemic problems involving
and value maintenance work for both the fieldnote professional values that had been solved by different
and interview data in Table 5. We coded for the pri- specialists collaborating in collective maintenance
mary problem, primary emotional response, and work: trauma protocol for patients with internal
primary form of maintenance work in each data ep- bleeding, chest pain pathway, and night CT scanning.
isode. Delayed care problems elicited other-suffering The data pertaining to systemic problems could
emotions and triggered value maintenance work not be suitably analyzed using the episodes-as-unit-
through advocacy in 21 data episodes and through of-analysis approach we had adopted when coding
sanctioning in 5 episodes. Delays elicited other- episodic problems. The data resembled descriptive
condemning emotions and triggered advocacy in case study data and was more appropriately ana-
27 data episodes and sanctioning in 53 episodes. lyzed using cross-case comparison methods. For
Patient safety problems elicited other-suffering emo- each of the three case studies (trauma protocol, chest
tions and triggered advocacy in 20 data episodes and pain pathway, night CT scanning), we assembled all
sanctioning in 14 episodes. Patient safety elicited of the data pertaining to that particular case and de-
other-condemning emotions and triggered advocacy veloped a case narrative of the systemic problem and
in 8 data episodes and sanctioning in 20 episodes. how it was resolved through value maintenance
Finally, contested responsibility problems elicited work. By comparing patterns within and across the
other-suffering emotions and triggered brokering in datasets for the three cases, we identified a qualita-
23 data episodes. Contested responsibility elicited tively different institutional work process for systemic
other-condemning emotions and triggered broker- problems involving professional values compared to
ing in 35 episodes. the process we had previously identified for episodic
Analysis stage 3. After completing our coding for problems. A common pattern emerged across the three
how specialists maintain professional values when cases of a systemic problem eliciting a shared and
episodic problems arise, we turned our attention to enduring moral emotional response that mobilized
deeper analysis of the second challenge of the core collective value maintenance work and produced
puzzle of specialization: professional values of spe- a change in the organizational practice. Table 6 pres-
cialists may be undermined by organizational prac- ents illustrative data for the three case studies re-
tices. Revisiting the dataset of fieldnotes assembled garding the perceived problem, specialists’ emotional
in analysis stage 1, we examined the 854 data epi- response, and actions taken to mobilize collective
sodes where no problems with professional values action for value maintenance work.
were evident. We noticed that nonproblematic epi- We sought to verify and deepen our emergent un-
sodes typically involved patient needs that were derstanding of episodic and systemic problems as
unambiguous and could be accommodated via ad- microprocesses through which emergency special-
herence to the existing bundle of routines in emer- ists tried to maintain the values of the medical pro-
gency referrals as an organizational practice. The fession by returning to the data we had collected
TABLE 2 210
Delayed Care Problems, Moral Emotions, and Value Maintenance Work: Representative Data
Data episode Perceived problem Moral emotion Maintenance work Process

The emergency consultant (C) is Patient is delayed Compassion for the Pleading for the Delayed care →
concerned about the patient with in receiving patient’s pain (other- patient’s needs to other-suffering
chest pain. “We’ve been trying to get timely treatment suffering emotion) be prioritized in emotion →
on top of his pain and the minute we due to resource justifying a case for advocacy
couldn’t get on top of his pain, we priorities of admission
called you,” she tells the cardiology another specialty (advocacy)
resident, who is examining the (delayed care)
patient. When the chest x-ray shows
a large amount of fluid, C hastens the
cardiology resident over to view it.
She appeals for the patient to be taken
to the cath lab as soon as possible
because the patient’s pain has been
really difficult to manage. The
resident says he is still trying to make
a case to put to this boss. “Quickly, go
and give him a call,” she pleads. After
the resident departs, C explains her
concern for the patient’s pain and her
approach of advocating for the patient
with the resident, who wants to
protect the cath lab’s resources for the
most deserving patients. “I’m trying to
create this emergency for him to ring
his boss.” (Fieldnotes)
What I’m more concerned about is Patient admission Concern for the Using authority as Delayed care →
Academy of Management Journal

wasting time . . . As consultants we are is unnecessarily patient’s comfort a consultant to other-suffering


in a fortunate position that we are, if delayed by (other-suffering ensure the patient emotion →
you like we’re the top of the clinical a specialty emotion) gets what they need sanctioning
scale. . . . And we do still have some (delayed care) (sanctioning)
impact that the consultant has said,
“The patient needs such and such”
[so] it can happen. We have to be
cautious with that, not just use it willy
nilly. . . . But we do still have the
authority that we can say, “I know
what you’ve written down there. But
this patient needs such and such and
we’re not going to argue about it at
10.00pm at night. The patient needs
this test or doesn’t need it until the
morning. They need to come in. We
can sort that out in the cold light of
day” . . . My primary guide for decision
February
TABLE 2
2017
(Continued)
Data episode Perceived problem Moral emotion Maintenance work Process

making is clinical experience and


professional ethics. (Interview E10)
The emergency consultant (C) believes Patient is delayed Frustration at Presenting and Delayed care →
a patient experiencing increased by a specialist specialist for giving justifying the other-
seizures needs an admission to general who sees the patient needs a low patient’s case for condemning
medicine. When a junior ED doctor patient as work priority (other- admission in emotion →
tries to refer the patient and reports that can be condemning) compelling way advocacy
back that the medical resident is “too postponed (advocacy)
busy to deal with the patient,” C feels (delayed care)
frustrated and annoyed. He pages the
medical resident and reads over the
patient’s chart for information to
strengthen the justification for an
admission. “I’m trying to reorganize
my plan of attack,” he explains
because the only obvious abnormality
is low sodium. “They won’t jump at
that,” he discerns wryly. (Fieldnotes)
The emergency consultant (C) hangs up Patient is Irritation at specialist Report to a higher Delayed care →
the phone. Annoyed, she complains, unnecessarily for not assigning level of authority to other-
“I just had a fascinating conversation delayed in being patient’s needs ensure the condemning
with gyne [gynecology].” She explains seen by a sufficiently high specialist becomes emotion →
that the gyne resident seemed to “see a specialist priority (other- involved in the sanctioning
only the 20 patients waiting in their (delayed care) condemning patient’s care
own clinic and not the one really sick emotion) (sanctioning)
Wright, Zammuto, and Liesch

patient down in the ED.” Over the next


45 minutes, C’s irritation grows as she
pages three times for the gyne resident
to come and see the patient. When the
gyne resident phones, C reproaches
her. “This girl has actually got
evolving sepsis and I think in terms of
priorities she is more important than
stable clinic patients.” The gyne
resident protests, “They won’t let me
leave the clinic.” C contacts the gyne
consultant who is the resident’s boss.
“I’m sorry to bother you but I’ve got
a patient down here that I’m really
worried about.” She describes the
patient’s condition and explains her
concerns. The gyne consultant
provides advice on treatment and the
gyne resident arrives to see the patient.
(Fieldnotes)
211
TABLE 3 212
Patient Safety Problems, Moral Emotions and Value Maintenance Work: Representative Data
Data episode Perceived problem Moral emotion Maintenance work Process

You’re always trying to see yourself Patient is not safe to Compassion for the Presenting and Patient safety → other-
as the advocate for the patient and discharge but patient’s justifying the suffering emotion →
trying to do what’s best ... just being specialist resists an suffering and patient’s case for advocacy
a bit more humanist about it. . . . admission because personal admission in
[But] it’s very easy for the doctor at patient does not meet circumstances a compelling way
the other end of the phone to be less standard criteria (other-suffering (advocacy)
compassionate because they (patient safety) emotion)
haven’t seen the patient. . . . My
selling technique is to call a spade
a spade . . . If it’s a little old granny
and you don’t think there’s a whole
lot wrong with her but you are
uncomfortable with the idea of her
going home to her home
circumstances and you feel this
requires an admission, then that’s
what you sell it as. And it’s not
tugging at the heart strings because
I’m not asking for a compassionate
admission. I’m asking for a safety
admission. (Interview E7)
My professional values are all based Patient is not safe to Concern for Intervening by Patient safety → other-
in and around the patient and the discharge but patient’s welfare using position as suffering emotion →
importance from my perspective of specialist has a lower (other-suffering a consultant to sanctioning
optimum care for that person . . . I risk assessment. ED emotion) withdraw
went [to] bat for a young girl that cannot invest more authorization for
Academy of Management Journal

came in with abdominal pain. I’d resources (bed, staff) discharge


watched her over a period of in observing the (sanctioning)
twelve hours and it was atypical patient (patient
but I really believed that she had safety)
appendicitis. And a fairly junior
surgical person came in to see her
and said, “No, no, no. She’s just got
period pain” and tried to send her
home. And I rang the fellow and
said, “Look, one of us is right and
one of us is wrong. I don’t care who
it is but this girl needs to be
watched and we don’t watch
people here in the ED with
abdominal pain that I believe have
got a surgical abdomen. So she
needs to come in under your bed
count and be watched.” And with
February
TABLE 3
2017
(Continued)
Data episode Perceived problem Moral emotion Maintenance work Process

a bit of negotiation that’s exactly


what happened. . . . [I have
authority as a consultant so] if it’s
the right thing for the patient, I will
fight for that until we get some sort
of resolution. (Interview E16)
An example is when we’re worried Specialist is denying Frustration that Justifying the need Patient safety → other-
about an infection in the back. We patient a necessary specialist is for the condemning
don’t see it on a CT scan but we investigation, which allowing investigation in emotion → advocacy
may see other findings that could places patient at risk resource a compelling way
suggest it but we can’t rule it in or of harm (patient constraints to and making the
rule it out because it’s so hard to get safety) compromise case for a mutual
the MRI. The conversation [with a patient focus on the
the radiologist] will sometimes go, receiving patient’s interests
“Are you absolutely certain that a necessary (advocacy)
they’ve got an epidural abscess?” investigation
And you’re like, “No. That’s the (other-
reason why we’re doing the MRI. condemning
But we can’t rule it out. And the emotion)
consequences of that if we missed
it would be profound. You would
have a patient who is paralyzed.”
So it’s that tension between us
trying to rule out horrendous
diagnoses that have serious
Wright, Zammuto, and Liesch

implications to the patient but


using those investigations
rationally so we’re not wasting the
resource. . . . It can be frustrating for
both sides but [Consultant X] is
very good at trying to bring us back
to, “We’ve both got the same goal
here. We’re both trying to do the
right thing for our patient.” And we
can usually agree that this is the
right investigation. (Interview E8)
The emergency consultant (C) Patient at risk of harm Annoyed at Using position as Patient safety → other-
approaches the medical resident because of specialist specialist’s lack a consultant to condemning
who has refused to admit the seeking an of consideration reject the emotion →
patient with Crohn’s disease until unnecessary for patient’s investigation sanctioning
she has a CT scan. “It’s investigation welfare (other- (sanctioning)
unreasonable to subject a woman (patient safety) condemning)
like that to medical radiation,” C
admonishes the resident, clearly
213
214 Academy of Management Journal February

from sources other than emergency specialists. We


compared iteratively within and between our data
sources and our emergent categories to refine our
Process

tentative understandings of the cognitive and affec-


tive processes involved in value maintenance work
in response to different types of problems.
Analysis stage 4. To gain a deeper understanding
of how specialization triggers value maintenance
work through moral emotions, we returned to the
field site to collect additional data at the interfaces
between the ED and other specialties. Many partici-
pants from our earlier rounds of data collection were
Maintenance work

still working at the hospital, although in the period


since our departure from the fieldsite the hospital
had made changes to the practice of emergency re-
ferrals in response to regulatory updates. Our new
data suggested that the same microprocesses for ep-
isodic and systemic problems emergent from our
analysis in stages 1 to 3 were still present. However,
to avoid conflating data collected under different
conditions, we kept the new data separate from our
earlier data and analyzed the latter to refine our
Moral emotion

tentative understanding of the relationships between


problems, moral emotions, and value maintenance
work. We returned to our earlier data to confirm
(Continued)
TABLE 3

these relationships and more clearly discern the


microprocesses in our emergent model of episodic
and systemic problems.
Our analysis stages followed established proce-
dures for inductive qualitative data analysis. We
compared iteratively within and between our dif-
ferent sources of data and our emergent categories,
Perceived problem

challenged each other’s perspectives to arrive at


the most credible interpretation of our data (Corbin
& Strauss, 2008), and assembled display tables to
identify and verify patterns in the data (Miles &
Huberman, 1994). We improved the dependability
of our interpretations by collecting additional data
to verify emergent theorizing, triangulating across
multiple sources of data collected from multiple
departments and levels in the hospital, and regularly
debriefing with participants to ensure our interpretations
documented, C argues a scan is not

made sense in the context of their lived experience


patient be admitted to the gastro

(Denzin & Lincoln, 2000).1


annoyed. Given the patient’s
preexisting condition is well

warranted and he insists the

ward to begin appropriate


treatment. (Fieldnotes)
Data episode

1
To protect the confidentiality of the study participants,
we identify participants by the following codes: E 5 repre-
sentatives of emergency medicine as a specialty, S 5 repre-
sentatives of other specialties, N 5 nurses, and H 5 hospital
managers. Dates are not included for fieldnote extracts to
ensure that individual patients cannot be identified.
TABLE 4 2017
Contested Responsibility Problems, Moral Emotions, and Value Maintenance Work: Representative Data
Perceived
Data episode problem Moral emotion Maintenance work Process

A patient is severely ill with a massive blood Specialists are Compassion and Brokering between Contested
clot and a bleeding kidney. Sympathetic contesting who empathetic specialists to responsibility →
to the patient’s pain but unable to should take concern for facilitate the other-suffering
administer too many painkillers in the ED primary patient welfare patient’s care in emotion →
because of the patient’s poor kidney responsibility (other-suffering the most brokering
function, the emergency consultant (C) for patient’s care emotion) appropriate
tries unsuccessfully to get either the (contested specialty
intensive care unit or the renal unit to responsibility) (brokering)
admit the patient. “ICU say they’ve got no
beds and that’s their answer. They’ve got
no beds.” He appears anxious. “I feel bad
for the patient. I’ve got no buy-in at all.”
He continues, “The renal unit sort of
accepted the patient then backed away.
I’ve got no buy-in.” After repeating how
badly he feels for the patient, C speaks to
the director of the ED and gains his
support in brokering between the units to
decide who should take over
responsibility for the patient. (Fieldnotes)
A patient has anemia caused by rectal Specialists are Irritation at the Brokering between Contested
bleeding from suspected bowel damage. contesting who specialists for specialists to responsibility →
When the ED contacts general medicine should take the injustice of resolve the issue other-
and asks for the patient to be admitted, the primary using the patient of patient condemning
Wright, Zammuto, and Liesch

resident refuses and suggests they contact responsibility in an responsibility emotion →


gastro. The emergency consultant (C) is for patient’s care interspecialty (brokering) brokering
irritated. The patient’s condition has been (contested game (other-
sufficiently worked up to determine that responsibility) condemning
general medicine is “the right team with emotion)
the right expertise to treat the patient’s
illness but they want us to try gastro on the
miniscule chance that the patient might
be sufficiently interesting to gastro for
them to admit her—which we all know
they would never do but we have to call.”
When contacted, gastro says the patient
does not need an emergency colonoscopy
or other procedure (i.e., any procedure
can be safely delayed for a day) and
therefore should go to general medicine. C
observes sarcastically, “As predicted,
gastro decided they didn’t want to play
the game.” He looks annoyed and says,
215
TABLE 4
216
(Continued)
Perceived
Data episode problem Moral emotion Maintenance work Process

“These ownership games irritate


me—they’re not fair to the patient.” The
general medicine resident is then paged
three times without response. Aggrieved
that the patient has now been waiting in
the ED for over two and a half hours from
the initial phone call requesting a referral
to “the appropriate owner of the patient’s
condition,” C sends a fourth page. When
the general medicine resident phones, C
advises that gastro wants general
medicine to take the patient and the
resident agrees. (Fieldnotes)
I think it’s a shame that there’s almost this Specialists are Anger at the Brokering with the Contested
sort of consumer–retailer relationship contesting who specialists for specialists to responsibility →
between us [admitting departments and should take the injustice of resolve the issue other-suffering
emergency] where you almost find that primary treating the of patient emotion →
you’re having to sort of almost advertise. responsibility patient as responsibility brokering
You feel a bit like a door-to-door salesman for patient’s care a commodity in between
sometimes . . .it’s very frustrating . . . The (contested an interspecialty themselves
classic one is abdominal pain in young responsibility) game (other- (brokering)
females where you’ll get the surgeons will condemning
say, “Yeah, we think it’s gynecological.” emotion)
Or even worse, they’ll say, “We
completely agree that this lady needs to be
Academy of Management Journal

in hospital but we think it’s


gynecological” and then gyne will come
down and say, “We completely approve
that this lady needs to be in hospital but
we feel it’s surgical.” . . . They play ping
pong with the patients and I hate it. . . . I
phone both of them and I say, “You two
come down here. Now. I’d like you to see
this patient and between the two of you,
you decide what the most appropriate
place is.” (Interview E22)
February
2017 Wright, Zammuto, and Liesch 217

TABLE 5
Value Maintenance Work Involving Episodic Problems: Coding Frequencies for Fieldnote and Interview Data
Moral emotion
Episodic
problem Other-suffering emotions (83) Other-condemning emotions (143)

Delayed care (106) c Advocacy c Advocacy


Fieldnotes 5 6 Fieldnotes 5 8
Interviews 5 15 Interviews 5 19
c Sanctioning c Sanctioning
Fieldnotes 5 2 Fieldnotes 5 20
Interviews 5 3 Interviews 5 33
Patient safety (62) c Advocacy c Advocacy
Fieldnotes 5 4 Fieldnotes 5 0
Interviews 5 16 Interviews 5 8
c Sanctioning c Sanctioning
Fieldnotes 5 7 Fieldnotes 5 7
Interviews 5 7 Interviews 5 13
Contested responsibility (58) c Brokering c Brokering
Fieldnotes 5 14 Fieldnotes 5 16
Interviews 5 9 Interviews 5 19

Notes: Total fieldnote extracts 5 84; total interview extracts 5 142.

FINDINGS many subspecialities that we take responsibility for


patients at different points in their journey through the
In response to our research question, a detailed
hospital. We work for the best interests of a patient
account emerged from our data analysis of how
when they’re in our department and we’re responsible
specialists maintain the values of their profession in
for them. That’s when we care the most about a
their everyday work inside organizations. All of the
specialists were committed to the medical profession’s patient—when we’re responsible for their interests.
value of prioritizing the patient’s interests. A hospital We can’t all be responsible for every single patient at
manager explained “what these guys want is out- every single moment in time. (S5)
comes for patients” (H1). All doctors, regardless of This quote expresses much more than the prag-
their specialty area, used a language of primacy of matics of how hospital work between specialists is
patient’s needs when describing the profession’s coordinated. It speaks to the core puzzle of how
values. Emergency specialists wanted to provide specialization creates conflicts in translating the
“optimum care for that person” (E16). Specialists in
medical profession’s common value—which exists
general medicine were “focused on the patient and
at the macro level of the institution and which all
helping them to feel better” (S6). Surgeons in vari-
ous subspecialties used their operating skills to specialists care about as the normative carrier of the
“benefit the patient” (S2, fieldnotes). Intensivists profession—into everyday work at the micro level
wanted to “help reverse illnesses in the sickest patients” inside the hospital. Our data focus on emergency
(S1, fieldnotes). Psychiatrists sought to “help people referrals as a hospital practice that crosses bound-
work through difficult things in their lives” (S3). aries between specialist departments. A hospital
However, specialization created challenges for manager described how at the micro level, poten-
specialists as they sought to live out the medical tial exists for professional values to become mis-
profession’s common value in their daily work in- aligned between different specialists interacting in
side the hospital. One specialist, who had worked in the care of an individual patient and to misalign
the departments of emergency, surgery, and general with emergency referral practices applied to groups
medicine, reflected on what the creation of different of patients:
expert identities located in separate specialty de-
partments meant for the professional value of prior- There’s some loose alignments [among all specialists]
at a high level—yes, it’s always about the patient. But
itizing patient interests:
when the priorities come down to individual patients
Subspecialization doesn’t mean we don’t all care about and to some groups of patients, then sometimes the
the patient. We all care. But in medicine, there are so alignment is not there. (H1)
218 Academy of Management Journal February

TABLE 6
Value Maintenance Work Involving Systemic Problems: Representative Data
Mobilizing collective value
Source of Emotional maintenance work and
Case problem—systemic response—shared, enduring organizational adaptation

Trauma protocol Lots of issues beforehand getting Sometimes I think it’s good to be Having a bad event can focus people
for trauma patients into theater. Having been flustered . . . X got flustered and it into creating a system that works.
stopped at the door—Have you brought things to a head to change (Interview E4)
done the checklist? Oh my God, things . . . How can we iron out the
This person’s dying! I haven’t processes which are best for the
done the checklist! (Interview patient? (Interview E3).
E15)
Systems really just did not work Various ones of us had experiences We had champions there [in surgery]
. . . It actually is a simple that drove us to want to do who really pushed it along from
problem in the end. Bleeding, something. (Interview E19) that perspective as well. So once
blood pressure low, needs you have strong personalities in
fixing. You just need to have both emergency and theater
a system that supports that effectively, which is the other
decision making and removes geographical side of it, that was
the risk management that actually a fairly easy thing. . . .
would go with most patient strong engagement from people in
care, like checking them at the both places. (Interview E18)
[theater] door. (Interview E21)
On a theoretical level it’s all about The surgeon who initiated trauma No professional jealousies . . .
organizing our thinking to the explained his motivation as, [trauma was] clearly handled in
point of identifying patients “We’ve got people who have a sensible way and talked through
who need to go to theater, what definitely had lifesaving and it worked ... good robust
do they need most and how to outcomes. Someone with a stabbed discussions. (Interview H1)
make that happen without heart, for instance, who’s dying
getting caught up in all of the front of you, you know you’ve
bureaucratic nonsense that saved a life. All the effort is worth it
slows down everything else in just for that one person.” (Hospital
hospital. (Interview E18) document)
A surgeon said, “Liver injury is I saw a patient die in the ED. Bled out The doctor as the go-to guy, not just
one of the common ways that and bled to death because there for clinical care but for the systems
you die through delay. . . . We was no good system in place to answers. (Interview H3)
needed to get [the patient] manage that patient. That was
moving.” (Quoted in hospital crap. (Interview E2)
document)
Surgery, anesthetics, theater,
emergency . . . we have
collaborated together to manage
major trauma. And that’s always
satisfying now when our system of
management works well.
(Interview S13)
Those trauma meetings bring those
disciplines together and there’s
always a bit of robust discussion, as
there should be to increase
efficiency and patient care.
(Interview S18)
Night CT scans A young man who was punched The trauma alert alarm rings at The ED director and an emergency
at a nightclub is waiting for a CT 11.47pm. A drunk patient who was consultant have been lobbying
scan of his facial fractures. The hit by a car is being brought in [by] unsuccessfully for 24-hour CT
night staff in radiology suggest paramedics. The ED consultant scanning. When they learn of the
the ED should push for a night calls radiology because the patient patient episode that occurred
CT radiographer. The ED will require a CT scan and the CT during the night, they ask the ED
resident laughs. “I’ve been with radiographer will be going home at resident to report the incident.
the department for three years midnight. Sharing the ED “This is pretty important,” the ED
2017 Wright, Zammuto, and Liesch 219

TABLE 6
(Continued)
Mobilizing collective value
Source of Emotional maintenance work and
Case problem—systemic response—shared, enduring organizational adaptation

and they’ve been pushing for it consultant’s concern for the director urges. He shows the
this entire time.” (Fieldnotes) patient’s welfare, the radiographer resident how to write up a “clinical
agrees to stay late and complete the incident claim” for the hospital
necessary scans. (Fieldnotes) committee that oversees these
cases. “We need to escalate this so
that administration finds out.
Now’s the time to escalate it. We’ve
primed it.” (Fieldnotes)
There are issues about who gets Balancing resources also implies A clinical incident is any event or
the CT scan, and a lot of the maintaining a certain standard of circumstance which has actually
hospital protocols are based care. . . . Sometimes some people or could potentially lead to
around resource optimization, suffer . . . [and] it does get unintended or unnecessary mental
which is basically the same as frustrating when we see that lack of or physical harm to a patient. By
resource restriction. (Interview equity. (Interview E12) having a system that allows us to
E13) recognize, report, analyze and
learn from incidents, we can
ultimately minimize preventable
harm. (Government document)
Do things efficiently but my ED staff are angry this morning that I’ve become more and more
bottom line is that you can’t a patient with a serious head injury conscious even if you can’t do
compromise patient care for nearly missed a window for time- something for the particular
that efficiency. . . . Things like critical neurosurgery because they patient in front of you that you
improving access to radiology waited almost two hours to get a CT become an advocate for all of the
[are important]. (Interview E16) scan during the night. Summing up patients and all of the potential
the moral outrage of the group, an patients. . . . If we think the
emergency consultant reproaches, department needs something, I
“That’s unacceptable! Close to two will advocate for it and put up
hours before he gets a scan.” business cases [for more resources]
(Fieldnotes). and so on and keep going and I
usually eventually get it.
(Interview E1)
We have a duty of care to that
person because they could
actually have a C-spine injury
and then walk out of here
[because they don’t want to
wait until morning for the CT]
and be paralyzed for the rest of
their life. (Interview N13)
The thing that takes the time is
being reliant on medical
imaging to determine do they
need to come in under general
surgeons or do they need to
come in under the
neurosurgeon or orthopedic
surgeon (Interview S11)
Chest pain pathway It was always a battle with It was something that wasn’t being Cardiologist Y began work, together
someone with chest pain that done as well as it could be and with colleagues from the
our inpatient colleagues would there was an opportunity for departments of Internal Medicine
say, “It’s pretty atypical. You improvement. . . . [Our concern is and Emergency Medicine, on the
could just send them home.” to] get optimum care for the patient redesign of the clinical services
(Interview E10) as rapidly as you possibly can. offered to patients presenting to
(Interview E16) hospital with acute chest pain.
(Organization document)
220 Academy of Management Journal February

TABLE 6
(Continued)
Mobilizing collective value
Source of Emotional maintenance work and
Case problem—systemic response—shared, enduring organizational adaptation

Five patients have presented Chest pain pathway . . . [We wanted Health is very interesting business
today with chest pain. Three of to] reduce a lot of the angst that because the actual brains
them meet the criteria for the goes on . . . in getting patients the trust—the rocket scientists if you
chest pain pathway. A sixth right care. (Interview E4) like—are actually working on the
patient presents with chest pain floor. They’re not in the backroom
most likely to be caused by giving orders. . . . So they’re the
anxiety. She does not fit the ones that have to come up with the
pathway and C performs tests to solutions. (Interview H1)
rule out a pulmonary
embolism. She says the
pathway was introduced to
solve problems in ensuring
patients with chest pain got the
right treatment by the right
specialty. (Fieldnotes)
At the interfaces really, across A cardiologist at the chest pain X is an expert in cardiac research. If
different areas, different simulation said passionately, “We she says, “We should be doing this
professions. . . . that’s where need systems that help very sick and this,” I’m going to say, “Yeah,
a lot of the problems happen in patients get the cardiac care they go for it.” . . . I’m just going to
hospitals—communications need as quickly as possible. We support them.” (Interview E9)
and systems. (Interview H2) don’t want them suffering because
our systems don’t work.”
Emergency specialists spoke up in
agreement. (Fieldnotes)
Something needs to happen What’s motivating [cardiology is] . . . Translating research findings into
quickly for the patient’s benefit well-meaning and patient-oriented practice, the research project has
. . . We need pathways or behaviors. (Interview H3) already made rapid improvements
processes to surmount in the assessment process for
institutional and hierarchical patients presenting with chest
barriers. (Interview E11) pain. (Organization document)
An approach that integrates We don’t want patients sitting here The emergency consultant explains
[evidence-based] advances is for hours and hours and not being how problems with cardiology
needed to deliver the best seen and sorted . . . that’s not good refusing to accept a patient can be
outcomes for chest pain care and comfort. (Interview N16) averted by reference to the
patients. (Organization pathway: You can say, “That’s the
document) protocol. Your representative from
your department agreed to it when
it was developed.” (Fieldnotes)

The manager’s description of values misalignment creating values misalignment between the profession
mirrors the two challenges of specialization we iden- writ large and organizational practices. Our data show
tified as the core puzzle in the literature. Different that these value misalignments trigger specialist per-
specialists interacting during an emergency referral ceptions of two distinct types of problems—episodic
may have different interpretations of how the medical and systemic—which initiate qualitatively different
profession’s values should be achieved for that partic- processes of institutional work.
ular patient, creating values misalignment—or conflict
from differences in specialists’ refracted values—
Episodic Problems and Value Maintenance Work
during an individual patient episode at the micro
level. In addition, specialists may perceive that one Values could become misaligned when an emer-
or more of the routines that make up emergency gency specialist’s interpretation of how the medical
referrals as an organizational practice are not aligned profession’s value should be enacted with respect
with professional values for a group of patients, to a particular patient bumped up against another
2017 Wright, Zammuto, and Liesch 221

specialist’s interpretation during an emergency re- gastroenterologist said, “We didn’t view the emer-
ferral. We distinguished three classes of episodic gency patient as our core business” (S7).
problems in which differences in specialists’ refrac- The socialization of specialists in admitting de-
ted values caused misalignment between an emer- partments to prioritize patients who were visibly
gency specialist’s value interpretations and those their responsibility, and who they could easily see
of another specialist: delayed care, patient safety, would benefit from their specialist expertise, im-
and contested responsibility. Emergency specialists pacted their timeliness in serving the needs of “un-
responded by engaging in institutional work di- seen” patients arriving in the ED. As a hospital manager
rected at maintaining the profession’s values not explained, “Doctors get completely fixated on the big P
because they cared more about patients than other patient in front of them” which means specialists in
specialties did, but because they were responsible for admitting departments sometimes “struggle to move . . .
the particular patient at that point in time. A doctor to the unseen patient, the person who might need your
who had worked in multiple specialty departments care” (H3).
explained, “the dichotomy isn’t between caring and Differing specialty department interpretations of
not caring but between caring and not being re- timeliness in attending to emergency patients cre-
sponsible” (fieldnotes). ated episodic problems whenever an emergency
Delayed care, moral emotions, and value main- specialist perceived there was an unnecessary delay
tenance work. The most common class of episodic that was not in a patient’s interests. For the emer-
problems arose from interspecialty differences in gency specialist, delayed care represented a twofold
interpretations of timeliness. Timely care was vital problem for the medical profession’s value of prior-
to the everyday work and socialized identity of emer- itizing a patient’s best interests. First, the patient
gency specialists because of the time-sensitive nature being delayed was acutely unwell and an unneces-
of their specialty. Some patients presented with sary wait for investigations and specialty treatment
symptoms that were immediately, imminently, exacerbated their pain and discomfort. Second, newly
and potentially life-threatening, while others had arriving patients could not be assessed and diagnosed
symptoms that were only potentially serious and because the ED’s bed, staff, and equipment resources
less urgent. Through their training and socializa- were tied up with the delayed patient.
tion, emergency specialists learned to associate
professional values with time by “sifting and sorting” [A specialist] not coming down means a patient can’t
leave [the ED to go to the ward] . . . which means that
patients quickly, treating and discharging most of them,
there’s a guy uncomfortable waiting on an ambulance
and “funneling” the sickest—a small proportion—into
trolley. And I don’t think the inpatient teams have any
a specialty department.
concept of that at all, partly because that’s not how
Specialty admitting departments had different
they practice medicine. One patient [and] sort that
time priorities than did the ED because their spe- problem out—that’s how most doctors practice med-
cialist expertise and socialization was linked to the icine. I don’t have responsibility for one patient. I
performance of particular procedures or the care of have responsibility for not only the patients that are in
particular patient conditions. Admitting specialists the department, but also the patients who I haven’t
were also responsible for non-emergency patients, seen yet . . .potentially they are the ones who are really
whose needs were more predictable than the un- sick. (E7)
planned arrivals of emergency patients. Surgeons
were sometimes not contactable for ED referrals be- The encounter between an emergency specialist’s
cause they were operating on patients who had been interpretation of timely care and that of another
waitlisted for procedures. A trainee with the surgical specialist triggered action to maintain the values of
specialties remarked that surgeons like to “just crack the medical profession in the everyday work of the
on [with] operating. It’s really a bit of a pain when these hospital. Our data show that a value maintenance
emergency things come up” (S11). On-call surgeons process was initiated when the episodic problem of
either had to leave the theater or postpone seeing delayed care elicited moral emotions for an emer-
emergency patients until after completing the sur- gency specialist, as suggested in the above quote.
gery list. Similarly, residents in general medicine Emergency specialists felt other-suffering moral
stated that they were socialized to “do a lot of planning emotions such as empathetic concern and compas-
around outpatient clinics and ward rounds’ because sion for the patient’s comfort and welfare: “it’s not
the “expectation” is these patients are a department right having someone waiting seven hours . . . I feel
priority over unplanned emergency patients (S8). A bad” (E2). Other-condemning emotions, such as
222 Academy of Management Journal February

exasperation and anger, were elicited by the injustice episodic problem of delayed care elicits the other-
of an emergency patient being treated as a low- condemning moral emotion of irritation at the dis-
priority unit of work: “it’s demeaning” (E16). missal of the needs of emergency patients. These
As our illustrative examples in Table 2 show, the emotions motivate the consultant to maintain the
experience of moral emotions triggered an emer- medical profession’s values through sanctioning.
gency specialist to focus their immediate attention
A junior surgeon accepts patients for admission to the
on the problem and take practical action to bring the
surgical ward but postpones writing up the notes be-
interspecialty enactment of the medical profession’s
cause he has been called to theatre to observe “an in-
values back into alignment for the particular patient. teresting patient case.” Aware patients will not be
A common form of value maintenance work in re- accepted by the surgical ward without notes, the ED
sponse to problems of delayed care was advocacy. resident is annoyed at the unnecessary delay and reports
We defined advocacy as an expression of the medical it to the emergency consultant. “Surely this is inappro-
profession’s common value by representing the pa- priate behavior. He’s going to theatre with an un-urgent
tient’s needs and interests to another specialist and case and he’s left four of his patients waiting in the ED
persuading them to become involved in the patient’s when they could be on the ward.” Sharing the resident’s
care. Participants described it as “a collaborative irritation at the low priority being shown for the needs of
approach [of] actually engaging somebody in the pro- emergency patients, the emergency consultant admon-
cess” (E2) and using “polished language to really con- ishes the junior surgeon for his lack of professionalism
vince people” (E18). The fieldnotes below illustrate when he returns to the ED. (Fieldnotes)
a process of value maintenance work in which the
Patient safety, moral emotions, and value main-
perception of delayed care elicits the other-suffering
tenance work. The second class of episodic problem
moral emotion of concern and triggers the emergency
arose from differences between specialists in their in-
consultant to invest effort into maintaining the medical
terpretations of the safest line of care for a patient.
profession’s values through advocacy.
Hospital managers explained that specialists “didn’t
A patient who has been accepted for admission to want to put the patients at risk” (H4) and “are all in-
general medicine is still waiting in the ED to go up to nately driven by wanting to do things that are better for
a ward. The patient’s condition declines during the patients” in terms of reducing the risk of preventable
lengthy wait. Concerned that general medicine is harm and adverse events (H1). Nurses emphasized that
acting too slowly in transferring the patient to a ward “doctors want to do the right thing by the patients and
for specialist care and “having itchy fingers to want to make sure that they’re safe” (N1). Our data show that
help the patient,” the emergency consultant contacts different combinations of specialist expertise and in-
general medicine and persuades the resident to come formation access refracted the medical profession’s
down to the ED to conduct a follow-up assessment on values differently, creating potential for divergence in
the patient. He meets them at the patient’s bedside specialist interpretations of the safest course of action
and, after a long discussion, convinces them that the
for patients’ best interests.
patient needs to be taken to the medical ward as soon
From the perspective of an emergency specialist,
as possible. (Fieldnotes)
the decision to refer a patient for hospital admission
Value maintenance work in response to problems was based on assessment of the clinical and situational
of delayed care also occurred in the form of sanc- risk of discharge. In making this “safe-or-unsafe-to-
tioning. We defined sanctioning as the use of au- discharge” assessment, emergency specialists endeav-
thority to approve a course of action consistent with ored to reduce the risk of harm from adverse events
the medical profession’s values or to impose a pen- including: discharging a patient from the ED before
alty on behavior that contradicted the profession’s ruling out all potentially serious illnesses; discharging
values, such as through discipline. Emergency con- a patient to a home environment in which situational
sultants could use their authority at the top of the factors posed risk of harm; transferring a clinically
clinical scale to sanction investigations and referrals, unstable patient out of the ED to another department;
described as playing an “I-am-the-boss” card (E5). and exposing a patient to potentially harmful side-
They also had the ability to report a patient’s case to effects from an unnecessary investigation such as a CT
higher levels of administrative authority within the scan. Risk assessment by an emergency specialist was
hospital for sanctioning of a solution. In the field- based on (1) their interpretation of codified informa-
notes below, a process of value maintenance work tion contained in necessary tests and investigations,
can be seen to occur in which the perception of an and (2) tacit knowledge acquired through physical
2017 Wright, Zammuto, and Liesch 223

examination, observation, and personal interaction “there’s nothing wrong with the patient and they’re
with the patient and their family over their time in not the kind of thing that we should be dealing
the ED. with” (S16).
Our data suggest that divergent risk assessments
[It] is the whole vibe of a patient . . . I can describe the
created episodic problems when an emergency
heart rate’s up and so forth and probably put param-
specialist perceived another specialist had under-
eters around it but at the end of the day, it’s that vibe
that you have. It’s very hard to tell that vibe over the
estimated the potential for patient harm and the
phone. (E6) medical profession’s value of acting in the best in-
terests of the patient was therefore not being enac-
As the above quote suggests, admitting specialists ted in the referral. Examples of how these problems
were dependent on the language used in a brief elicited moral emotions for emergency specialists
telephone conversation to express the emergency and triggered value maintenance work are presented in
specialist’s tacit knowledge. As a result, admitting Table 3. An emergency specialist felt other-suffering
specialists tended to focus more on the codified in- moral emotions, such as compassion and empathetic
formation contained in tests and investigations because concern, when they confronted an episodic problem
it was easier to communicate interdepartmentally, less that they believed placed a patient at risk of harm. The
ambiguous, and more consistent with the knowledge risk of a potentially unsafe discharge was particularly
base of their distinctive area of specialty expertise. A emotive: “I would have more angst with trying to send
resident explained that general medicine is “more old- someone home that I didn’t think was quite ready”
school than emergency and we like to run a lot of tests (E15). Compassion and concern triggered an emer-
and use the results to carefully figure out what’s wrong gency specialist to focus on practical actions to solve
with a patient” (fieldnotes). Surgical specialists were the problem through value maintenance work. This
also “reliant on medical imaging and pathology to de- institutional work commonly took the form of advo-
termine actually do they need to come in” (S11), with cacy of a compelling justification for the patient’s need
a surgeon emphasizing, “It’s very hard to be con- for safe care. If advocacy failed, an emergency
fident until you’ve seen them [the patient] your- specialist could engage in value maintenance work
self” (fieldnotes). through sanctioning and invoke their authority to
A potential outcome of these differences in infor- authorize admission.
mation access and preferences was divergent risk We found that some episodic problems with pa-
assessments, such that specialists in other depart- tient safety elicited other-condemning moral emo-
ments assessed the risk of patient harm as lower than tions such as frustration and anger. Emergency
the ED’s evaluation. Our fieldnotes suggested that specialists typically experienced other-condemning
divergent risk assessment tended to occur when moral emotions when they felt that another de-
a patient presented with “symptoms at the border- partment was not investing sufficient effort in risk
line” between admission and nonadmission. Exam- assessment. In the fieldnotes below, an emergency
ples included elderly patients experiencing an array specialist is exasperated that another department has
of vague symptoms but at risk of falling if discharged, underestimated the risk of harm because they have
and patients suffering high levels of abdominal pain
not adequately reviewed the codified information
suggesting a developing surgical condition with no
(an ultrasound) and have not sought to improve their
confirmatory pathology. Divergent risk assessments
tacit knowledge by personally examining the patient
induced admitting specialists to sometimes resist ED
in the ED. Exasperation triggers a presented-oriented
referrals because it was not clear from the in-
focus on value maintenance work in the form of
formation presented to them how the particular pa-
tient fitted within their department’s criteria for sanctioning.
admission. A resident who had trained in orthope- An ED resident phones the gynecology resident about
dics indicated that sometimes “we think it’s not an the ultrasound results for the patient who presented
appropriate referral” because some bone fractures several hours ago with severe abdominal pain.
“need admitting [while others] are safe to go home “Looking at the scan to me, it looks like a cyst and it’s
and come back to our fracture clinics” (S20). Another bleeding.” The gynecology resident disagrees and
resident who had completed training in medical and advises the patient be given analgesia and sent home
surgical specialties explained that if admitting spe- if the pain settles. The ED resident hangs up the phone
cialists “don’t have all of the information they want” in dismay. “They’ve decided there’s nothing there.
during an emergency referral, it can seem like They’ve decided not to review the patient.” After
224 Academy of Management Journal February

speaking with the patient and learning the pain is and plastics specialists compared to orthopedic
worsening, the ED resident reports the situation to the specialists (S11). Specialists with narrow expertise
emergency consultant. Given the potential for harm to often preferred to “consult” on their “part” of the
the patient, he snaps in exasperation at gynecology’s patient’s condition with the primary care role as-
response, “She’s got a bleeding ovarian cyst.” Frus- sumed by a specialty with broader expertise (S4,
trated that the patient’s condition is not being treated fieldnotes). However, this approach imposed the
seriously enough, he pages the gynecology resident resource burden of admitting a patient and manag-
to insist they come down to the ED to examine the ing their ongoing care and treatment on the other
patient. (Fieldnotes) specialty department, so specialists with broader
Contested responsibility, moral emotions, and expertise resisted being the “default” owner of mul-
value maintenance work. The third class of epi- tidisciplinary patients (S8, S14, fieldnotes). A par-
sodic problem arose from differing interpretations of ticipant who had trained in general medicine
the appropriate specialty to take over responsibility pointed out in reference to narrow surgical special-
for a patient. Whenever a patient presented with ists: “You’re not just a [surgeon] with a knife. You’re
a condition that was multidisciplinary, managers a doctor as well” (S18). Hospital managers warned
explained that scope opened up for contests over that subspecialists “reduced themselves to little
“who should own the patient” (H2, H4, fieldnotes). more than technicians” if they failed to manage ho-
Spinal injuries, for example, could be the responsibility listic care of patients (H3, also H1).
of orthopedics or neurosurgery. Elderly patients with For an emergency specialist, contests over responsi-
a bad heart, poor kidney function and a broken hip bility represented episodic problems for achievement
could go to general medicine, renal, or orthopedics. of the profession’s values. It was not in the best
Specialists in admitting departments enacted the interests of a multidisciplinary patient to be installed
medical profession’s values with respect to multi- in the ED without receiving ongoing care from an
disciplinary patients by seeking to ensure a patient’s appropriate specialty. An emergency specialist
condition was “a good fit for our services” (S17, S18, noted that if two or more specialties consulted on
H3, fieldnotes). An inappropriate patient consumed a patient and contested who should take responsi-
resources that might be better directed to helping bility, the patient’s length of hospital stay was dou-
other patients: “It wastes a bed day for our services” bled. At the extreme, patients could remain in the ED
(gastroenterologist, fieldnotes). Some specialties— for 24 hours until responsibility was resolved, add-
such as neurosurgery, cardiology, and intensive care— ing to patient discomfort and reducing ED capacity to
controlled “premium” resources in the form of technical care for new patients.
expertise, high staff–patient ratios, and expensive Problems of contested responsibility elicited moral
equipment, and “you can’t afford” to put inappropriate emotions for an emergency specialist. Table 4 shows
patients in these departments (S1, S2, S9, S15, H1). A emergency specialists commonly felt other-condemning
resident noted that if a patient is admitted to the wrong emotions at specialties that avoided taking appro-
specialty they will remain sick because specialists are priate responsibility for a patient’s care. They felt
“focused on their area of interest and if the patient frustration, irritation, and anger that the patient’s
doesn’t have what they’re looking for, it doesn’t neces- best interests were compromised by a “game” in
sarily get picked up” (S16). A specialist in general which departments sought to shift responsibility to
medicine (S14) provided this example: “If the un- others for patient conditions that they were re-
derlying cause of a female patient’s anemia is pelvic sourced by the hospital to treat. In one example,
bleeding then all I can do is give the patient a trans- four specialties—intensive care, neurosurgery, general
fusion and refer her to gynecology,” which could mean surgery, and general medicine—agreed that a traffic
a three-day delay in treatment by the right specialty for accident victim with a cerebral contusion, pulmonary
the patient’s condition (fieldnotes). embolism, and multiple fractures needed hospital care
Our data suggest that when a patient’s condition “but not under us.” The emergency consultant de-
was multidisciplinary, specialists could contest re- scribed his moral outrage: “I was ranting at people on
sponsibility. Specialists whose expertise lay nar- the phone because it wasn’t ‘fair’ to the patient” (E22).
rowly in single-organ systems or specific technical In this example, the experience of anger, as an
procedures could argue that the patient’s interests other-condemning moral emotion, triggered the
were better served under a specialist with broad emergency consultant to engage in value mainte-
expertise in whole-body systems (S5, S9). For ex- nance work in the form of brokering between the four
ample, “various things get missed” under vascular departments to ensure the patient was admitted
2017 Wright, Zammuto, and Liesch 225

under general medicine, the specialty able to best actions in not upholding the professional value of
care for the patient’s primary condition of a pulmo- prioritizing patient interests along the dimension of
nary embolism—“the thing that was going to kill timely care, safe care, or appropriate patient own-
them” (E22). Brokering entails the emergency spe- ership. In contrast, other-suffering moral emotions
cialist mediating interactions and information flow tended to be elicited when the emergency specialist
between different specialists to resolve the contest focused on the patient’s experience of not having
over responsibility in a way that ensures the patient the professional value upheld. Our data suggest that
receives care and treatment from the specialty best the experience of moral emotions motivates the
suited to their needs. Emergency specialists typically emergency specialist to expend effort to restore the
made an initial referral to one specialty and acquiesced professional value in the patient episode through
to any request to contact a second specialty. If the sec- value maintenance work, which takes the forms of
ond specialty resisted, the emergency specialist per- advocacy, sanctioning, or brokering. When an episodic
formed brokering. They actively mediated between problem of delayed care or patient safety elicited other-
departments to facilitate “appropriate ownership” of condemning moral emotions, the emergency specialist
the patient, or they withdrew and encouraged de- was more likely to engage in maintenance work
partments to work together to define the appropriate through sanctioning. In contrast, when other-suffering
owner of the patient’s condition. On the rare occasions emotions were elicited, maintenance work through
when these strategies failed, the emergency consultant advocacy was more likely. Finally, when episodic
escalated brokering to a higher level of authority. A problems involved contested responsibility, both
hospital manager noted, “The best way to arbitrate is other-condemning and other-suffering emotions
[to ask], well what’s the best thing for the pa- triggered brokering as the form of value mainte-
tient?” (H4). nance work.
While other-condemning emotions were the most
common trigger for brokering directed at maintain-
Systemic Problems and Value Maintenance Work
ing the medical profession’s value of patient care, our
data also show cases in which brokering was trig- Our analysis revealed the potential for a second,
gered by other-suffering emotions such as compas- and qualitatively different, source of misalignment.
sion and empathetic concern for the patient, as Instead of arising from different specialist interpre-
illustrated in Table 4. tations of values encountering each other and creating
Summary. Value interpretations of specialists in- episodic problems, here the source of misalignment
volved in an emergency referral can be misaligned was systemic, and originated as the medical pro-
because the medical profession’s value of prioritiz- fession’s value of primacy of patient interests en-
ing patient interests is refracted differently for spe- countered the bundle of administrative and clinical
cialists due to: (1) specialist expertise and socialization routines that constituted the organizational practice
regarding timeliness and urgency of care, (2) informa- of emergency referrals. Systemic problems arose
tion access and specialist knowledge preferences in when an existing routine within the practice of re-
making risk assessments, and (3) narrowness of ferrals created an obstacle to specialists fulfilling
specialist disciplinary expertise and defined spe- the best interests of current and future patients. As
cialty departmental responsibilities. Our data show shown in Table 6, our data contained three cases of
that value misalignment can lead the emergency systemic problems: (1) trauma protocol, (2) night CT
specialist to perceive episodic problems in which scanning, and (3) chest pain pathway. Common
the professional value is undermined by delayed across these cases was a process of value mainte-
care, patient safety, and contested responsibility, nance work in which evaluation of a systemic
respectively. problem by groups of specialists elicited collective
Value misalignment triggered a cognitive and af- moral emotions and mobilized collective action to
fective process of institutional work on the part of maintain the profession’s value by changing the
the emergency specialist to solve the problem and organizational practice.
maintain the medical profession’s value. The pro- Evaluation of a systemic problem. In each case,
cess proceeded through the mechanism of moral the perceived cause of the systemic problem was
emotions being elicited in the emergency specialist rooted in the bundle of routines that made up emer-
by the perceived episodic problem. Other-condemning gency referrals. Both trauma protocol and night CT
moral emotions tended to be elicited when the emer- scanning concerned obstacles to the profession’s values
gency specialist focused on the other specialist’s created by administrative routines, while chest pain
226 Academy of Management Journal February

pathway involved obstacles generated by clinical rou- certainly one of those times. I did create a bit of havoc
tines. An emergency specialist described the evaluation up there. ... I felt fairly strongly that something had to
of systemic problems as follows: happen and I wasn’t all that interested in any kind of
hospital process getting in the way. . . . When the
It’s not demonizing the individual or even the be- clock’s ticking, they’re actually putting the patient at
havior but just stepping back and going actually this is risk. . . . The patient was probably destined to die
just our system not working as well as it could and we anyway [but] it’s much easier to live with something
can make it better and obviously trying to do the right like that outcome when you know the system has
thing by the patient as the ultimate outcome. (E8) given their best shot for the patient. . . . [Surgery] re-
In trauma protocol, normal administrative rou- alized that there were some process issues that
tines for patients going to the operating theater— needed to be addressed [and] . . . most of the [medical
and nursing] staff appreciated why I was behaving
related to patient identification and notification of
that way.
theater, nursing staff, anesthetists, and surgeons—
posed an obstacle to values. The hospital’s intention In the night CT scanning case, the source of the
was to encode the medical profession’s value of obstacle was administrative routines for organizing
primacy of patient interests in “checks and balances CT scans of patients who presented to the ED after
[that] are incredibly important in theater for safety midnight. Because the hospital did not operate a 24-
reasons” (E17, E20). However, for a small subset of hour CT scanning service, night CT scans were
critically unwell patients who presented to the ED delayed until the next morning. In extreme emer-
and required immediate referral to surgery, these gencies only, an on-call CT radiographer could be
routines subverted, rather than achieved, the pro- phoned to come to the hospital. This administrative
fession’s value by exposing them to risk of harm. A routine was established to save staffing costs on
surgeon explained, “People die in EDs around the specialist radiographers. For emergency specialists,
world because of a little delay [in getting to theater]” the routine represented an obstacle to the pro-
(S23). The magnitude of this risk was highlighted for fession’s value of prioritizing patient interests be-
emergency specialists and surgeons in a sentinel cause it delayed acutely sick patients in receiving
event, a term used in medicine to describe an event a diagnostic investigation necessary for referral to an
that results in patient death or injury and signals the appropriate specialty.
possibility of system failure. In contrast to these two cases arising from admin-
The sentinel event involved a young patient with istrative routines within emergency referrals, the
internal bleeding who emergency specialist D de- chest pain pathway case involved clinical routines.
termined needed immediate surgery. Circumventing A systemic problem in the clinical routines for pa-
normal administrative routines, D contacted sur- tients presenting with chest pain was identified
geons and an anesthetist, who agreed to meet in when specialists in emergency medicine, cardiology,
theater. After rushing the patient to theater, surgery and general medicine experienced repeated episodic
was delayed by theater nursing staff insisting on problems of contested responsibility. Existing clinical
normal patient identification routines. When the routines for chest pain patients—8% of patients pre-
patient began to go into cardiac arrest, D shouted for senting to the ED—were unable to quickly, efficiently,
surgery to begin and pushed past nursing staff to and safely identify which patients should be (1) re-
offload the patient onto the operating table. The pa- ferred to cardiology for immediate treatment of acute
coronary syndrome, (2) referred to general medicine
tient died during surgery. Some adjustments to the-
for treatment of conditions such as pulmonary embo-
ater practices were made, but when another patient
lism, and (3) investigated by the ED and discharged
nearly died during delays in getting to theater, both
because the patient was at low risk of a cardiac event.
emergency specialists and surgeons perceived a sys-
Thus, the existing referral routine was perceived by
temic problem. Emergency specialists identified “a
the different groups of specialists as an obstacle to
major problem” (E17); surgeons saw a “mountain”
achieving the medical profession’s value of the pa-
that slowed patients down (S22). Below, D describes
tient’s best interests: “the system we were working
how theater’s routines became collectively recog-
with at that moment just didn’t make sense” (E16).
nized as a barrier to the profession’s values:
Eliciting collective moral emotion. Recognition
There’s lots of protocols for patients who normally go of a systemic problem elicited collective moral
to theatre and they’re in place for a reason, but there’s emotions. In contrast to episodic problems where
times when they need to be removed and this was the moral emotions elicited were individually
2017 Wright, Zammuto, and Liesch 227

experienced and transitory, moral emotions elicited emotions that existing clinical routines were not well
by systemic problems were experienced within and aligned with the medical profession’s value of pro-
across groups of specialists and were enduring. viding “optimum care” for patients (E16). Cardiologists
Collective moral emotions of the highest intensity wanted to help patients by finding “faster, more reli-
and duration were evident in the trauma protocol able and safer ways of investigating” and identifying
case because of the high magnitude of risk to pa- people with acute coronary syndrome (S24). Emer-
tients. For emergency specialists as a group, “there gency specialists felt empathy for patients at low risk of
was a lot of emotion” (E5) and “angst” that normal a cardiac event who were “trapped in the ED for hours”
administrative routines were a barrier to “getting this (E16), and frustration that ineffective routines were
patient who is clearly trying to die in front of you to reducing ED capacity to treat other patients. These
theater” (E20). Specialists in surgery were equally collective moral emotions motivated representatives of
concerned for patient welfare: “The only thing that the different specialty groups to “sink [their] heart[s]
matters is to stop the bleeding and stop the patient into” working together to solve the systemic problem
dying” (S22). An emergency specialist described how by developing new evidence-based clinical rou-
he and a senior surgeon met at a patient’s bedside and tines (E16).
shared their feelings of “this is terrible the way the Mobilizing collective action in value mainte-
situation is [and discussed] how can we fix it?” (E17). nance work. In each of our cases, the experience of
Thus, our data show that this systemic problem eli- collective moral emotions mobilized different groups
cited collective moral emotions of concern for patient of specialists to engage in value maintenance work
welfare (other-suffering emotions) among emergency through collective action. This contrasted with value
specialists and surgeons as groups of specialists. These maintenance work through individual action to solve
emotions were enduring and provided motivational episodic problems. The mobilizing force of collective
energy for the professionals to work together to find moral emotions was strongest in trauma protocol. The
a solution that would maintain the medical pro- “life-and-death outcome for patients” (S13) meant that,
fession’s values by protecting the interests of the compared to our other cases, the collective experience
“sickest and yet most saveable patients in the of emotions was the most intense, enduring, and vis-
hospital” (E18). cerally connected to the medical profession’s values.
Although the intensity of emotion was lower in the In trauma protocol, emergency specialists and
other two cases, the process of systemic problems surgeons initiated, and mobilized around, a new
eliciting collective moral emotion was similarly administrative routine that worked for, rather than
present. In the night CT scanning case, emergency against, the interests of “a patient who is dying
specialists as a group felt other-suffering moral emo- through blood loss” (S22) by getting them “moving”
tions of “concern” and other-condemning moral emo- (S23). The ED committed to trauma and access to
tions of “frustration” that an administrative routine to theater as priorities for reform. As they grappled with
“resource restrict” a diagnostic service (E13) was the question of “how does the ED integrate with
“compromising patient care for efficiency” (E16). theaters,” the department of surgery committed to
Specialists in radiology shared these feelings and developing a dedicated trauma service. An emer-
encouraged emergency specialists to “push for” gency specialist emphasized that “their interest in
change (fieldnotes). Attempts to lobby hospital the trauma service and our interests in improving the
management were unsuccessful. Collective moral service coincided” (E19); another noted “the surgical
emotions became heightened when an event in- drive was there from the beginning” (E20).
volving a neurosurgical patient highlighted how Two emergency specialists worked with a surgeon
disconnected the night CT scanning routine was to champion an interspecialty solution to the sys-
from the medical profession’s value. Heightened temic problem. The surgeon identified a model used
collective moral emotions provided extra motiva- in a Los Angeles hospital where a red-colored blan-
tional force for emergency specialists to “escalate” ket was thrown over a patient with uncontrolled
the problem to hospital management (fieldnotes). bleeding to indicate authorization for immediate
Finally, in the chest pain pathway, lack of “con- transfer from the ED to theater (documents). Evidence
sistency and predictability” (E18) in clinical routines of the model’s effectiveness informed theorizing of
for referring patients with chest pain elicited collective a new protocol for referring patients requiring life-
moral emotions for specialists in emergency medicine, saving surgery to theater. The champions mobilized
cardiology, and general medicine. These specialists support by engaging their colleagues in surgery, the-
shared other-suffering and other-condemning moral ater, ED, and anesthetics in developing criteria and
228 Academy of Management Journal February

procedures for activating and coordinating specialist surgeons, and theater together to “work as a seamless
expertise, roles, and responsibilities. Mobilization service” (H1), reducing time to theater for trauma
was aided by collective moral emotions of concern patients. The emergency specialists interviewed for
linked to the medical profession’s value that this was our study all agreed that the new protocol “made it
“the right outcome” for patients. A hospital manager easier to maintain their values as a doctor.” Similarly,
stressed: the surgeon who championed the protocol said,
“We’ve got people who definitely have had life-
They all bought into it [trauma protocol]. . . . There
saving outcomes . . . all the effort is worth it” (S22).
wasn’t any ownership of it and so it wasn’t some-
The improvements to night CT scanning encoded
body’s pet project that they were trying to foist on
the profession’s value in administrative routines
anybody. Nobody owns it. It’s owned by the patients
for diagnostic investigations by prioritizing patient
who are in trouble and people [specialists] recognize
that. (H1)
care over resource costs (E12). The chest pain path-
way encoded values in new clinical routines for chest
Mobilization of collective action was more politi- pain patients as “an agreed system that says these are
cal in the night CT scanning case. Motivated by col- important patients” (E10). The outcome of this pro-
lective moral emotions of concern for patients and cess was maintenance of the profession’s values by
frustration that resources continued to be inadequate adapting emergency referrals as an organizational
for their needs, the ED director and another specialist practice through changing the bundle of routines.
encouraged ED staff involved with the neurosurgical
patient to report the incident to a hospital committee
Process Model of Value Maintenance Work
that reviewed potential breakdowns in health ser-
vice systems. The ED representative on the com- Our process model in Figure 1 demonstrates the
mittee notified members that “we have a case for the dynamics of how the values of a profession at the
next meeting and it’s a good one” (fieldnotes). By institutional level are translated, enacted, and main-
focusing attention on the potential patient harm of tained in the everyday work of specialists at the level
the night CT scanning routine, emergency specialists of actual practice. The values of a profession are
successfully mobilized support within the hospital translated into everyday work inside organizations
for an expanded administrative routine of 24-hour through interplay between specialist interpretations
CT scanning. of the profession’s values, which are refracted as they
Finally, in the chest pain pathway case, mobiliza- travel from the macro level to the organization level,
tion of collective action was founded on interspecialty and interspecialty interaction in organizational prac-
research collaboration. A group of emergency and car- tices. If the outcome is misalignment between spe-
diology specialists collaborated to develop evidence- cialist value interpretations or misalignment between
based risk indicators that could inform new clinical professional values and organizational practices, pro-
routines for chest pain patients. These specialists cesses of institutional maintenance work are activated
worked with other specialists in general medicine along two different paths, respectively.
to specify pathways for patient investigation and As shown by Path A in Figure 1, a value mainte-
interspecialty referral according to clinical risk in- nance work process is activated when the outcome of
dicators. An emergency specialist noted, “There’s just different specialist value interpretations encounter-
such strong evidence clinically that these patients do ing each other during interspecialty interaction asso-
better if we do X, Y, Z” (E16). Because commitment to ciated with organizational practices is misalignment
better patient outcomes is core to the medical pro- between value interpretations. Problems with another
fession’s values, researchers were able to mobilize specialist’s interpretation of the profession’s values
strong support across specialists in the departments of are episodic and moral emotions, which are individ-
emergency, cardiology, and general medicine to agree ually experienced and transitory, and are a trigger for
defined pathways for interspecialty referral. a specialist to engage in value maintenance work
Adaptation of organizational practice. In all through individual action. This individual institutional
three cases, value maintenance work through col- work maintains the profession’s values without chang-
lective action encoded the values of the medical ing the practice.
profession in new routines within the bundle of ad- A qualitatively different value maintenance work
ministrative and clinical routines that made up process is activated along Path B (Figure 1) when
emergency referrals as an organizational practice. encounters between specialist value interpreta-
The trauma protocol brought emergency specialists, tions and the bundle of routines associated with
2017 Wright, Zammuto, and Liesch 229

FIGURE 1
Microprocesses of Value Maintenance Work by Specialists

Values of a Profession (Institutional Level)

Translates

Perceived Moral Emotion Collective Value


Elicits Mobilizes
Specialist Systemic • Shared experience Maintenance
When practices are
interpretation of Problem • Enduring Work
misaligned with
values
values
Encodes
PATH B values in new
routines

Adaptation of
Organizational
PATH A Practices

Interspecialty When value


interaction interpretations are Moral Emotion Individual
Perceived
Value
through misaligned Episodic Elicits • Individually Triggers
organizational Maintenance
Problem experienced
practices Work
• Transient
• Advocacy
• Sanctioning
• Brokering

Values maintained, Values maintained,


practices unchanged practices adapted

Everyday Work of Specialists 64


inside an Organization (Level of Practice)

organizational practices reveal misalignment be- 1984; Muzio & Kirkpatrick, 2011), scholars have paid
tween the profession’s values and the practice itself. limited attention to unpacking the core puzzle and
Problems are systemic and collective moral emo- explicating the precise nature and dynamics of the
tions, which are enduring and experienced by problems created for value maintenance. Even less at-
groups of specialists, who experience motivational tention has been directed to exploring how specialists
force to mobilize maintenance work through collec- themselves are able to identify and react to these
tive action. Specialists collaborate in maintenance problems by taking actions to keep the values of the
work that encodes values into new routines within the profession alive inside organizations (Evetts, 2006;
organizational practice. The profession’s values are Muzio et al., 2013). Our findings redress these limi-
maintained in everyday work by changing the prac- tations in two key ways.
tice to be more consistent with values. First, we provide nuanced insight into the types of
problems that specialists face in maintaining the
values of their profession inside organizations. We
DISCUSSION contend that episodic problems with value mainte-
nance arise because of how values refract as they
Contributions to the Study of Professions
travel from the macro level of the profession to the
We contribute to the study of professions by ad- micro level of specialists working inside organiza-
vancing understanding of the relationships between tions. Extending the literatures on professional iden-
specialization, professional values, and everyday work tity (Hewett et al., 2009; Pratt et al., 2006) and
in organizations. While it is well recognized that specialized organizational structures (Adler et al.,
maintaining the values of professions is difficult 2008; Brock, 2006), we theorize that values refraction
given contemporary trends of specialization cou- means that the same professional value has the po-
pled with managerialist organizational structures tential to be interpreted differently when specialists,
and practices (Brint, 1994; Brock et al., 1999; Freidson, whose professional identities have been customized
230 Academy of Management Journal February

through specialty training and socialization, interact Our findings show that a profession’s values are
in organizations that compartmentalize them in maintained inside organizations despite the chal-
separate departments. Our study shows that values lenges of specialization because specialists make
refraction causes episodic problems with value main- connections between problems and professional
tenance when the value interpretations of specialists values and take actions alone and together to resolve
interacting at organizational interfaces are misaligned. those problems in ways that maintain the pro-
Our study also reveals that specialists can experience fession’s values. Rather than behaving like the self-
systemic problems with value maintenance. Building interested experts portrayed in many prior studies
on Selznick (1992) and Kraatz et al. (2010), we find that (Brint, 1994), the specialists in our study were fun-
systemic problems can arise from conflict between damentally people who were committed to a core
professional values writ large and the organizational professional value and reflective about its mainte-
practices that specialists perform to fulfill organiza- nance in their everyday work. This is not to say their
tional requirements. motives were always or only pure or altruistic—the
By extricating the nature and source of the prob- specialists we studied were, after all, people working
lems that specialists face when trying to maintain in a resource-constrained organizational environ-
professional values inside organizations, our study ment. Nevertheless, our careful data collection and
offers a way forward for a deeper and more balanced analysis illuminated a set of interaction episodes
understanding of the sources of conflicts that happen and case studies in which specialists interpreted
in organizations. Extensive bodies of literature have and responded to organization-level problems from
sought to explain how organizational structures cause a deeper place of professional values.
coordination problems (e.g., Bechky, 2003; Bruns, By drawing attention to the active role of special-
2013; Ferlie et al., 2005), and have ascribed motives of ists in resolving the problems that specialization
power and self-interest to professionals (e.g., Brint, creates for values, our study contributes new insight
1994; Currie et al., 2012; Daudigeos, 2013; Freidson, into the broader issues pertaining to how and by whom
1984; Kellogg, 2012). Thus, it is easy to dismiss the normative values of professions can be maintained,
conflicts that arise in organizations between different even as the nature and context of professional work
specialists, and between specialists and organiza- shifts. Although some scholars have been skeptical that
tional practices, as caused by structure or professional the normative values of professions have been main-
power plays. Our study brings to the surface an tained in the era of specialization (e.g., Brint, 1994;
alternative explanation that is more respectful of Freidson, 1984), others have argued that values are
specialists as actors with humanity who are deeply maintained because values lie at the heart of pro-
committed to the values of their profession. fessional identity (Evetts, 2003, 2006; Scott, 2008b).
Our findings illuminate that specialists care about However, these latter arguments tend to be ideolog-
their professional values and may experience prob- ically grounded and offer little empirical explana-
lems in their maintenance due to episodic refracted- tion for how values are maintained in the face of
value conflicts and systemic value–practices conflicts. specialization’s distinctive challenges, conceptual-
While we do not dispute that conflict can arise between ized as our paper’s core puzzle. While some research
specialists due to coordination problems and power has suggested that value maintenance work is per-
plays, our data show that an important source of con- formed at the field level by professional associations
flict also arises from how specialists cognitively in- creating and administering rules and standards for
terpret and affectively experience problems with professional membership (Greenwood et al., 2002;
professional value maintenance inside organizations. Micelotta & Washington, 2013), a nascent research
Because so much empirical attention has tended to stream has pointed to the frontline work of actors as
focus on structural and power accounts of conflict to carriers of professions (McCann et al., 2013). Our
the exclusion of other motives (Muzio et al., 2013), the study advances this debate by opening up the dynamic
substantive role that professional values play as drivers micro-level processes that underpin the “how” and
of specialist behavior in organizations has been con- “who” of professional value maintenance by shedding
cealed to date. light on the individual and collective actions of spe-
Second, our findings redress the limitations of cialists interacting within organizations.
prior literature on professions and specialization by Although our findings provide strong support for
highlighting the active role played by specialists as values-based explanations of the everyday work of
the glue that binds professions, values, and special- specialists in our study, we acknowledge that we
ization together at the micro level of everyday work. were not able to fully exclude an alternative
2017 Wright, Zammuto, and Liesch 231

explanation that some of the emotions and actions which moral emotions drive processes of institu-
we observed were rooted in professional power, tional maintenance work. The table shows two di-
status, and ego, rather than values. For example, it is mensions of moral emotions that are most salient to
possible that some of the anger felt over delayed care institutional maintenance work: the type of elicitor
was an emergency specialist’s response to having and the scope of the institutional member’s experi-
their work capacity controlled by another de- ence of emotions.
partment. It is also possible that an emergency The first dimension of moral emotions in Table 7
specialist’s emotional response to divergent risk captures the type of elicitor when an institutional
assessments was not elicited by professional concern actor perceives that the values of the institution are
over patient safety, but rather by ego at having another not being upheld or are at risk. We use the broad label
specialist challenge their expertise. Our data generally of a values violation to describe this general situa-
offered limited support for these alternative power- tion, which can include passive violations where the
and ego-based explanations of professional action, and institution’s values are perceived as not being enac-
much stronger support for the value-based explanation ted (episodic problems in our study) to more active
we proposed in our model. We invite future research to violations where values are perceived as being
explore the comparative conditions under which undermined or subverted (the trauma protocol).
power, ego, and values provide motivation for the ev- Situations involving perceived violations have three
eryday work of specialists and other professionals in- types of emotion elicitors: (1) the victim, (2) the vi-
side organizations. olator, or (3) the practice. When the elicitor is the
victim, the institutional actor’s moral emotions are
elicited by the suffering of the victim of the values
Contributions to the Study of Institutional Work
violation. When the elicitor is the violator, the actor’s
Our focus on professions, a key institution in so- moral emotions are elicited by the person perceived
ciety, provides the basis for contributions to the lit- to be violating the institution’s values. Finally, when
erature on institutional work. Extending research on the elicitor is the practice, the actor’s moral emotions
maintenance work directed at the regulative and are not elicited by people but instead by a practice
cultural-cognitive pillars of institutions (Dacin et al., perceived to violate the institution’s values. An
2010; Lok & de Rond, 2013; Micelotta & Washington, emergency specialist, for example, who perceived
2013), our study draws attention to work directed at the medical profession’s values as not being acted
maintaining an institution’s normative pillar. We re- upon could feel compassion for the patient (victim),
veal how maintenance of institutions at the macro anger at another specialist (violator), or condemna-
level occurs, in part, through microprocesses in tion of an administrative practice applied to a patient
which members of the institution—in our study, group (practice).
specialists within a profession—undertake actions The second dimension of moral emotions in Table 7
that maintain the institution’s normative foundations concerns the scope of the institutional actor’s affective
by reproducing its values in everyday work. Building experience of the values violation. The scope of emo-
on theorizing that has sought to integrate emotions
tional experience has two forms: (1) individually ex-
into institutional analysis (Creed et al., 2014; Voronov
perienced and transient, or (2) shared with other
& Vince, 2012; Voronov & Weber, 2015), we identify
institutional members and enduring. When the emo-
the role of a distinctive type of emotions—moral
tional scope is individually experienced and transient,
emotions—in triggering institutional work processes.
moral emotions are felt by a single institutional actor
Our findings regarding the moral emotions in-
volved in value maintenance work by specialists as and last only while the values violation is directly ex-
members of a profession have theoretical implica- perienced. In contrast, when the emotional scope is
tions for understanding the dynamics of institutional shared and enduring, moral emotions are felt by
maintenance work by members of institutions more a group of institutional actors and these feelings remain
broadly. Our findings suggest that actors who are long after the values violation has occurred. In our
committed to institutions will undertake micro-level study, for example, a single emergency specialist could
institutional work that maintains the institution’s feel moral emotions for a brief period during a values
normative pillar when they feel moral emotions that violation with an emergency referral (as occurred with
the institution’s values are not being upheld. Table 7, episodic problems), or the specialist could belong to a
which complements our process model in Figure 1, group of specialists who continue to feel moral emo-
elaborates the key affective mechanisms through tions for an extended period after a values violation
232 Academy of Management Journal February

TABLE 7
Relationships between Dimensions of Moral Emotions and Institutional Work Processes
Elicitor for moral
emotions
Experience
of moral Victim of institutional Violator of institutional Practice that violates
emotions values violation values institutional values

Transient & individual Individual institutional Individual institutional Inability to mobilize


maintenance work solves maintenance work solves collective institutional
episodic problem [Cell A] episodic problem [Cell B] maintenance work [Cell C]
Enduring & shared Individual institutional Individual institutional Collective institutional
maintenance work may maintenance work may maintenance work solves
progress to collective work progress to collective systemic problem [Cell F]
over time [Cell D] work over time [Cell E]

occurs during an emergency referral (as occurred with institutional actors, who share enduring feelings about
systemic problems). the values violation, may shift the emotion elicitor
Table 7, in conjunction with Figure 1, illustrates from the victim or violator to the practice. If this occurs,
how the two dimensions of moral emotions trigger shared and enduring moral emotions will help facili-
different processes of institutional work, which seeks tate mobilization of a collective action response to
to resolve the values violation and—consciously or solve the now recognized systemic problem.
unconsciously—maintain the normative pillar of the Institutional work is also likely to be ineffective
institution. When emotions are elicited by either the when the emotion elicitor of a practice is combined
victim or violator and are individually experienced with emotional scope that is individually experi-
and transient (cell A and cell B in Table 7), the in- enced and transient (cell C). Although the institu-
stitutional actor is motivated to engage in institutional tional actor recognizes that the values violation is
maintenance work through individual action. The ac- a systemic problem with the practice, the actor is
tor resolves the episodic problem of the values viola- unable to mobilize the collective institutional work
tion and, in doing so, maintains the institution through needed to solve the values violation because of the
its normative values. In contrast, when moral emotions narrow emotional scope. Since the actor alone feels
are elicited by a practice that violates institutional moral emotions in response to a perceived values
values and are shared and enduring (cell F in Table 7), violation, emotions cannot be leveraged to mobilize
institutional actors use these emotions to mobilize other institutional actors in collective action to
other actors to engage in institutional maintenance change the practice.
work through collective action. This work is directed at We speculate that the mechanisms of moral emo-
resolving the systemic problem of the values violation tions that we identified in Table 7 and Figure 1 are
through changing the practice to better embed the potentially generalizable to other types of institu-
value in the routines that make up the practice, which tional maintenance work. Future research should
has the outcome of maintaining the normative pillar explore whether the microprocesses and affective
of the institution through its values. mechanisms we uncovered for work directed at
We speculate in Table 7 that other combinations of maintaining an institution’s normative pillar can also
elicitor and emotional scope trigger processes of in- explain work directed at the regulative pillar and the
stitutional work that are likely to be less effective in cultural-cognitive pillar. It is possible that for actors
resolving the violations of an institution’s values. who are strongly committed to an institution, viola-
When emotions are elicited by either the victim or vi- tions of institutional rules elicit moral emotional
olator and are shared and enduring (cell D and cell E), responses similar to values violations, triggering
institutional work occurs through individual action microprocesses of maintenance work directed at
because institutional actors do not recognize that the the regulative pillar that mimic those we found for
source of the values violation might be a systemic the normative pillar. Violations of institutional
problem with the practice. Over time, repeated epi- beliefs and meanings could also potentially gen-
sodes of individual institutional work by multiple erate moral emotional responses similar to those
2017 Wright, Zammuto, and Liesch 233

we uncovered for values violations, triggering micro- work processes. Researchers could also compare
processes directed at maintaining the institution’s whether different threshold levels of emotional in-
cultural-cognitive pillar. Further investigation is tensity are required to motivate institutional work
needed to explore the extent to which our findings through individual action and to mobilize work
about moral emotions as a mechanism in institu- through collective action, respectively.
tional maintenance work directed at the normative
pillar can also explain institutional work aimed at
Contributions to the Study of Moral Emotions
the regulative and cultural cognitive pillars of
institutions. We contribute to deeper understanding of moral
We also speculate that our insights into moral emotions by bringing an institutional perspective to
emotions in value maintenance work might be gen- their study. Prior theory and studies by moral psy-
eralizable to other types of “values work” at organi- chologists have generally cast moral emotions as
zational and institutional levels (Gehman, Trevino, being conditioned by society (Kroll & Egan, 2004;
& Garud, 2013). Values work is an emerging area of Tangney et al., 2007), such as anger at torture, but the
research that has drawn attention to how values are role of societal-level institutions in shaping how in-
performed in organizations (Gehman et al., 2013) dividuals construe events as emotion elicitors is
and how values can be engaged strategically to undertheorized. Our study extends this literature by
change institutions (Suddaby & Greenwood, 2005; drawing attention to how a specific type of institution
Vaccaro & Palazzo, 2015) and invoked politically to in society—a profession—can drive moral emotions.
restore them following crisis (Gutierrez, Howard- Our findings about transitory and individual experi-
Grenville, & Scully, 2010). Future research could ex- ence of moral emotions elicited by episodic prob-
plore the role of moral emotions in values work directed lems, and enduring and shared experience of moral
at creating, changing, and disrupting institutions and emotions elicited by systemic problems, enriches
embedding values in organizational cultures through the psychology literature’s understanding of the
performance. Of particular interest is whether and how temporality of moral emotions (Agerstrom, Bjorkland,
the emotion elicitors of victims, violators, and practice & Carlsson, 2012) and processes that trigger collective
violations we uncovered in our study of value mainte- moral emotions (Branscombe & Doosje, 2004).
nance are mechanisms in other processes of values
work.
Limitations and Boundary Conditions
Finally, we invite future research to explore the
relationships between other dimensions of moral Our study was limited to a single case study of
emotions and institutional work processes. While specialists within one profession in one organiza-
the relationships summarized in Table 7 were the tional setting. Our data were generated in a pro-
strongest in our findings, our data also hint at a ten- fession with a long history of traditional values as
tative relationship between the content of moral social trustees and in a public sector organizational
emotions and the form of institutional work trig- context. This suggests two boundary conditions on
gered. We found that when an episodic problem the generalizability of the relationships we uncov-
elicited other-suffering moral emotions, institutional ered between value-and-practice misalignment →
work was more likely to be triggered in the form of problem perceptions → moral emotions → value
advocacy (41 instances) than sanctioning (19 in- maintenance work. First, these relationships are
stances). In contrast, other-condemning moral emo- generalizable to settings in which actors are closely
tions were more likely to trigger sanctioning (73 committed to the values of an institution. This includes
instances) than advocacy (55 instances). When the not only professions, but also other institutions such as
episodic problem involved contested responsibility, political, religious, and cultural organizations with
institutional work took the form of brokering, irre- entrenched ideological values, social movements such
spective of emotion content. Taken together, these as the Occupy movement, and government agencies
findings open up a possible relationship between the responsible for administering standards for values
content of moral emotions and the form of mainte- achievement. Commitment to values is a boundary
nance work, which requires further investigation. condition because commitment is necessary to elicit
Another dimension of moral emotions that may in- moral emotions of sufficient strength to motivate ac-
fluence institutional work is intensity of emotion. tion. Second, these relationships are generalizable to
Future research could examine whether more in- settings in which resources are constrained, as they
tense moral emotions trigger more rapid institutional were in our public hospital context. Resource
234 Academy of Management Journal February

constraints are a boundary condition because they negative benefits to organizations, professions, and
prevent values being implemented to the levels that their clients. While the processes we uncovered led
committed actors might prefer, seeding the possibility to positive outcomes, it is possible for value mainte-
for value interpretations to diverge and for values to nance work processes to break down and for systemic
misalign with practices. Future research could ex- problems with organizational practices to remain un-
plore our model’s relationships in settings that recognized by specialists and therefore unresolved,
meet these boundary conditions. or—worse—for practices to be changed in ways that
In addition, our data collection focused in large lead to negative outcomes that undermine the in-
part on the everyday work of a particular type of terests of a profession’s clients or patients. Of par-
specialist actor. While we sought to reduce this ticular interest is how negative outcomes may arise
limitation by collecting data from other specialists at the organization level because of an interplay
who interacted with emergency specialists, our between institutional work processes directed at
model nevertheless reflects the perspective of a spe- the normative pillar of an institution and the regu-
cialist engaged in everyday work that can be char- lative and cultural-cognitive pillars. It is possible
acterized as time-critical, unpredictable, and with that negative outcomes occur when mechanisms for
high-stakes outcomes. We do not mean to suggest maintenance of professional values are less pow-
that because emergency specialists perform work of erful than mechanisms triggering specialist com-
this nature their claim to maintaining the medical pliance with values-violating organizational practices.
profession’s values is superior to that of other spe- Mechanisms for the latter occur at both the organiza-
cialties. No values monopoly is assumed for emer- tion level (e.g., a specialist might fear management re-
gency specialists, nor is a values deficit implied for prisal for not meeting organizational goals associated
other specialists. We do, however, speculate that with the practice) and the field level (e.g., government
a relationship may exist between the characteristics might impose performance targets with sanctions for
of a specialist’s everyday work and their cognitive noncompliance, leading hospital management to
perceptions of particular types of problems (delays, “track” to the target at the expense of patient care).
safety) and the intensity and type of moral emotions The interplay between everyday value maintenance
elicited in response as a trigger for value mainte- processes inside organizations and the normative,
nance work. Future research is needed to explore regulative, and cultural-cognitive pillars of institutions
this relationship in other professional work settings, at the field level is both dynamic and complex, and
including similar “extreme” settings, such as para- requires further investigation.
medics and SWAT teams, and settings where work is
less time-pressured, more predictable, and with lower-
Practical Implications and Conclusion
stakes outcomes.
Finally, consistent with our interest in the every- Our findings have practical implications for spe-
day work of specialists inside organizations, we cialists and managers in organizations. Our study
focused our data collection on the level of the or- encourages specialists to be mindful that profes-
ganization and collected only limited background sional values can create sources of deep conflict at
data on the professional associations, specialist organizational interfaces and when performing or-
colleges, and regulatory bodies that maintain pro- ganizational practices. Macro-level values may be
fessions at the field level. Thus, our findings are refracted differently across specialists as they are
limited to the microprocesses of institutional work translated to the micro level inside organizations
as the macro level of the profession is translated into because of identity customization and compart-
individual and organizational action (top-down, mentalized organizational structures. The outcome
institutional field → organization) and do not offer of this refraction can be misalignment between dif-
insight into the processes by which institutional ferent specialists’ value interpretations, leading to
work at the micro level feeds back into the profession conflict during interactions at organizational in-
(bottom-up, organization → institutional field). Future terfaces. Values conflict also arises when specialists
research could trace longitudinally whether and how are expected to perform practices that inadvertently
value maintenance work that changes organizational undermine the profession’s values writ large.
practices in response to systemic problems impacts the A practical implication of our study is the need for
institution of the profession over time. specialists to be sensitive to, and reflective about, the
Research is also needed to explore the outcomes of emotions they feel during values conflict. Moral
institutional work in terms of its positive and emotions trigger individual maintenance work that
2017 Wright, Zammuto, and Liesch 235

resolves the episodic problem caused by refracted- Handbook of organizational institutionalism: 490–515.
values conflict and they help to mobilize collective Thousand Oaks, CA: Sage.
action directed at solving the systemic problem Bechky, B. A. 2003. Sharing meaning across occupational
underpinned by value–practice conflict. Our find- communities: The transformation of understanding
ings suggest that specialists should be sensitive to on a production floor. Organization Science, 14:
emotion elicitors. Correctly identifying the source as 312–330.
the organizational practice provides the capacity to Branscombe, N. R., & Doosje, B. 2004. Collective guilt:
mobilize collective action across specialty bound- International perspectives. Cambridge, U.K.: Cam-
aries and to change organizations in ways that better bridge University Press.
uphold the profession’s values. Managers can also
Brint, S. 1994. The changing role of professionals in
provide opportunities for groups of specialists to
public life. Princeton, NJ: Princeton University Press.
reflect collectively on problems to distinguish those
that elicit shared and enduring moral emotions. Brock, D. M. 2006. The changing professional organiza-
Helping specialists to focus on the practice, rather tion: A review of competing archetypes. International
than the violated or violator, during values conflicts Journal of Management Reviews, 8: 157–174.
is key to solving systemic problems. Brock, D. M., Powell, M. J., & Hinings, C. R. 1999. Restruc-
In conclusion, while prior research has tended turing the professional organization: Accounting,
to focus on power and structural explanations of health care, and law. London, U.K.: Routledge.
professions and specialization, our study adopts Bruns, H. C. 2013. Working alone together: Coordination in
a values perspective and opens up new insights into collaboration across domains of expertise. Academy
how specialists cope with the challenges that spe- of Management Journal, 56: 62–83.
cialization creates for maintaining professional values
Chreim, S., Williams, B. E., & Hinings, B. 2007. Interlevel
in their everyday work. Our findings about the re- influences on the reconstruction of professional role
lationships between specialization and professional identity. Academy of Management Journal, 50:
values, the microprocesses of institutional work di- 1515–1539.
rected at maintaining the normative pillar of institu-
Corbin, J., & Strauss, A. 2008. Basics of qualitative re-
tions, and the dynamics of moral emotions in those
search (3rd ed.). Thousand Oaks, CA: Sage.
microprocesses offer a way forward for a more nu-
anced understanding of both professional work and Creed, W. E. D., DeJordy, R., & Lok, J. 2010. Being the change:
institutional work inside organizations. Resolving institutional contradictions through identity
work. Academy of Management Journal, 53: 1336–1364.
Creed, W. E. D., Hudson, B., Okhuysen, G., & Smith-Crowe,
K. 2014. Swimming in a sea of shame: Incorporating
REFERENCES
emotion into explanations of institutional reproduc-
Abbott, A. 1988. The system of professions: An essay on tion and change. Academy of Management Review,
the division of expert labor. Chicago, IL: University 39: 275–301.
of Chicago Press.
Currie, G., Lockett, A., Finn, R., Martin, G., & Waring, J.
Adler, P., Kwon, S., & Hecksher, C. 2008. Professional 2012. Institutional work to maintain professional power:
work: The emergence of collaborative community. Recreating the model of medical professionalism.
Organization Science, 19: 359–376. Organization Studies, 33: 937–962.
Agerstrom, J., Bjorkland, F., & Carlsson, R. 2012. Emotions Czarniawska, B., & Joerges, B. 1996. The travel of ideas. In
in time: Moral emotions appear more intense with B. Czarniawska & G. Sevon (Eds.), Translating organi-
temporal distance. Social Cognition, 30: 181–198. zational change: 13–48. Berlin, Germany: de Gruyter.
Australian Institute of Health and Welfare (AIHW). 2012. Dacin, M. T., Munir, K., & Tracey, P. 2010. Formal dining
Australian hospital statistics 2010–2011 (43rd ed.). at Cambridge colleges: Linking ritual performance and
Canberra, Australia: Australian Institute of Health and institutional maintenance. Academy of Management
Welfare. Journal, 53: 1393–1418.
Anteby, M. 2010. Markets, morals, and practices of trade: Daudigeos, T. 2013. In their profession’s service: How staff
Jurisdictional disputes in the US commerce in cadavers. professionals exert influence in their organization.
Administrative Science Quarterly, 55: 606–638. Journal of Management Studies, 50: 722–749.
Barley, S. R. 2008. Coalface institutionalism. In R. Greenwood, Denzin, N. K., & Lincoln, Y. S. 2000. Handbook of quali-
C. Oliver, R. Suddaby & K. Sahlin-Anderson (Eds.), tative research (2nd ed.). Thousand Oaks, CA: Sage.
236 Academy of Management Journal February

Dunn, M. B., & Jones, C. 2010. Institutional logics and in- Hewett, D. G., Watson, B. M., Gallois, C., Ward, M., &
stitutional pluralism: The contestation of care and Leggett, B. A. 2009. Intergroup communication be-
science logics in medical education. 1967–2005. tween hospital doctors: Implications for quality of pa-
Administrative Science Quarterly, 55: 114–149. tient care. Social Science & Medicine, 69: 1732–1740.
Ekman, P. 1992. An argument for basic emotions. Cogni- Hoffman, M. L. 2000. Empathy and moral development:
tion and Emotion, 6: 169–200. Implications for caring and justice. Cambridge, U.K.:
Etzioni, A. 1969. The semi-professions and their organi- Cambridge University Press.
zation; teachers, nurses, social workers. New York, Kellogg, K. C. 2009. Operating room: Relational spaces and
NY: Free Press. microinstitutional change in surgery. American Journal
Evetts, J. 2003. The sociological analysis of the professions: of Sociology, 115: 657–711.
Occupational change in the modern world. Interna- Kellogg, K. C. 2012. Making the cut: Using status-based
tional Sociology, 18: 395–415. countertactics to block social movement implementa-
Evetts, J. 2006. The sociology of professional groups: New tion and microinstitutional change in surgery. Organi-
directions. Current Sociology, 54: 515–531. zation Science, 23: 1546–1570.
Ferlie, E., Fitzgerald, L., Wood, M., & Hawkins, C. 2005. Kraatz, M. S., Ventresca, M. J., & Deng, L. 2010. Precarious
The nonspread of innovations: The mediating role of values and mundane innovations: Enrollment man-
professionals. Academy of Management Journal, 48: agement in American liberal arts colleges. Academy
117–134. of Management Journal, 53: 1521–1545.
Freidson, E. 1970. Profession of medicine: A study of the Kroll, J., & Egan, E. 2004. Psychiatry, moral worry and
sociology of applied knowledge. New York, NY: moral emotions. Journal of Psychiatric Practice, 10:
Dodd, Mead and Co. 352–360.
Freidson, E. 1984. The changing nature of professional Lawrence, T. B. 1999. Institutional strategy. Journal of
control. Annual Review of Sociology, 10: 1–20. Management, 25: 161–188.
Gehman, J., Trevino, L. K., & Garud, R. 2013. Values work: Lawrence, T. B., Leca, B., & Zilber, T. B. 2013. Institutional
A process study of the emergence and performance of work: Current research, new directions and over-
organizational values practices. Academy of Man- looked issues. Organization Studies, 34: 1023–1033.
agement Journal, 56: 84–112. Lawrence, T. B., & Suddaby, R. 2006. Institutions and in-
Goode, W. J. 1957. Community within a community: The stitutional work. In S. R. Clegg, C. Hardy & W. Nord
professions. American Sociological Review, 22: (Eds.), Handbook of organization studies: 215–254.
194–200. London, U.K.: Sage Publications.
Goodrick, E., & Reay, T. 2010. Florence Nightingale en- Leicht, K., & Fennell, M. 2001. Professional work: A so-
dures: Legitimizing a new professional role identity. ciological approach. Oxford, U.K.: Blackwell.
Journal of Management Studies, 47: 55–84. Leicht, K., & Fennell, M. 2008. Institutionalism and the
Goodrick, E., & Reay, T. 2011. Constellations of institu- professions. In R. Greenwood, C. Oliver, R. Suddaby &
tional logics: Changes in the professional work of K. Sahlin-Anderson (Eds.), Handbook of organiza-
pharmacists. Work and Occupations, 38: 372–416. tional institutionalism: 431–448. Thousand Oaks,
CA: Sage Publications.
Greenwood, R., & Suddaby, R. 2006. Institutional entre-
preneurship in mature fields: The big five accounting Lok, J., & de Rond, M. 2013. On the plasticity of institutions:
firms. Academy of Management Journal, 49: 27–48. Containing and restoring practice breakdowns at the
Greenwood, R., Suddaby, R., & Hinings, C. R. 2002. Theo- Cambridge University Boat Club. Academy of Man-
rizing change: The role of professional associations in agement Journal, 56: 185–207.
the transformation of institutionalized fields. Acad- Marti, I., & Fernandez, P. 2013. The institutional work of
emy of Management Journal, 45: 58–80. oppression and resistance: Learning from the Holo-
Gutierrez, B., Howard-Grenville, J., & Scully, M. A. 2010. caust. Organization Studies, 34: 1195–1223.
The faithful rise up: Split identification and an un- Martin, G. P., Currie, G., & Finn, R. 2009. Reconfiguring or
likely change effort. Academy of Management Jour- reproducing intra-professional boundaries? Specialist
nal, 53: 673–699. expertise, generalist knowledge and the “moderniza-
Haidt, J. 2003. The moral emotions. In R. J. Davidson, tion” of the medical workforce. Social Science &
K. R. Scherer & H. H. Goldsmith (Eds.), Handbook of Medicine, 68: 1191–1198.
affective sciences: 852–870. Oxford, U.K.: Oxford McCann, L., Granter, E., Hyde, P., & Hassard, J. 2013. Still
University Press. blue-collar after all these years? An ethonography of
2017 Wright, Zammuto, and Liesch 237

the professionalization of emergency ambulance work. Suddaby, R., & Greenwood, R. 2005. Rhetorical strategies
Journal of Management Studies, 50: 751–776. of legitimacy. Administrative Science Quarterly, 50:
Micelotta, E. R., & Washington, M. 2013. Institutions and 35–67.
maintenance: The repair work of Italian professions. Tangney, J. P., Stuewig, J., & Mashek, D. J. 2007. Moral
Organization Studies, 34: 1137–1170. emotions and moral behavior. Annual Review of
Miles, M. B., & Huberman, A. M. 1994. Qualitative data Psychology, 58: 345–372.
analysis: An expanded sourcebook. London, U.K.: Sage. Trefalt, S. 2013. Between you and me: Setting work-nonwork
boundaries in the context of workplace relationships.
Moore, L. M. 2009. Institutional logics at the micro level: A
Academy of Management Journal, 56: 1802–1829.
study of the experiences of nurses in public hospitals.
Unpublished Dissertation, University of Queensland, Vaccaro, A., & Palazzo, G. 2015. Values against violence:
Brisbane. Institutional change in societies dominated by or-
ganized crime. Academy of Management Journal,
Muzio, D., Brock, D. M., & Suddaby, R. 2013. Professions
58: 1071–1101.
and institutional change: Towards an institutionalist
sociology of the professions. Journal of Management Voronov, M., & Vince, R. 2012. Integrating emotions into
Studies, 50: 699–721. analysis of institutional work. Academy of Manage-
ment Review, 37: 58–81.
Muzio, D., & Kirkpatrick, I. 2011. Reconnecting the study of
professional organizations with the study of professional Voronov, M., & Weber, K. 2015. The heart of institutions:
occupations. Current Sociology, 59: 389–405. Emotional competence and institutional actorhood.
Academy of Management Review, 41: 456–478.
Noordegraaf, M. 2011. Risky business: How professionals
and professionals fields (must) deal with organiza- Wright, A. L., & Zammuto, R. F. 2013. Wielding the wil-
tional issues. Organization Studies, 32: 1349–1371. low: Processes of institutional change in English
County Cricket. Academy of Management Journal, 56:
Parsons, T. 1939. The professions and social structure.
308–330.
Social Forces, 17: 457–467.
Zilber, T. B. 2009. Institutional maintenance as narrative
Powell, A., & Davies, H. T. O. 2012. The struggle to improve
acts. In T. B. Lawrence, R. Suddaby & B. Leca (Eds.),
patient care in the face of professional boundaries.
Institutional work: Actors and agency in institutional
Social Science & Medicine, 75: 807–814.
studies of organizations: 205–235. Cambridge, U.K.:
Pratt, M. G., Rockmann, K. W., & Kaufmann, J. B. 2006. Cambridge University Press.
Constructing professional identity: The role of work
and identity learning cycles in the customization of
identity among medical residents. Academy of Man-
agement Journal, 49: 235–262.
Rozin, P., Lowery, L., Imada, S., & Haidt, J. 1999. The CAD April L. Wright (a.wright@business.uq.edu.au) is an associate
triad hypothesis: A mapping between three moral professor at the UQ Business School at the University of
Queensland in Australia. She received her PhD in manage-
emotions (contempt, anger disgust) and three moral
ment from the University of Queensland. Her research
codes (community, autonomy, divinity). Journal of
interests include processes of institutional change and
Personality and Social Psychology, 76: 574–586.
maintenance, professions, and management education.
Scott, W. R. 2008a. Institutions and organizations: Ideas
and interests. Thousand Oaks, CA: Sage. Raymond F. Zammuto (ray.zammuto@gmail.com) is pro-
fessor emeritus at The Business School, University of
Scott, W. R. 2008b. Lords of the dance: Professionals as Colorado Denver. He received his PhD in organizational
institutional agents. Organization Studies, 29: 219–238. behavior from the University of Illinois. His research fo-
Selznick, P. 1992. The moral commonwealth: Social cuses on information technology and organization, orga-
theory and the promise of community. Berkeley, CA: nizational culture, and institutional theory.
University of California Press.
Peter W. Liesch (p.liesch@business.uq.edu.au) is professor
Spee, P., Jarzabowski, P., & Smets, M. 2016. The influence of international business at the UQ Business School at The
of routine interdependence and skillful accomplish- University of Queensland in Australia. He received his
ment on the coordination of standardizing and cus- PhD in economics from The University of Queensland in
tomizing. Organization Science, 27: 759–781. Australia. His primary research interests are in interna-
Stets, J. E., & Turner, J. H. 2007. Handbook of the sociology tionalization process and the management of international
of emotions. New York, NY: Springer. business operations.
Stinchcombe, A. L. 1997. On the virtues of the old insti-
tutionalism. Annual Review of Sociology, 23: 1–18.
Copyright of Academy of Management Journal is the property of Academy of Management
and its content may not be copied or emailed to multiple sites or posted to a listserv without
the copyright holder's express written permission. However, users may print, download, or
email articles for individual use.

You might also like