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Slides - University of Utah - School of Medicine

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WHAT ABOUT THE<br />

PATIENT-CENTERED<br />

MEDICAL HOME AND<br />

YOUR PRACTICE IN<br />

2013?<br />

Leslie Lenert MD<br />

Associate Chair for Quality and Innovation<br />

Department <strong>of</strong> <strong>Medicine</strong><br />

<strong>University</strong> <strong>of</strong> <strong>Utah</strong> Health Care System<br />

What can we<br />

do to get ready<br />

for Medical<br />

Homes and<br />

Accountable<br />

Care<br />

Organizations?


THE PROBLEM WITH PRIMARY<br />

CARE<br />

Time for chronic disease<br />

care for an average<br />

patient panel:<br />

- 10 hours per day<br />

Time for preventative<br />

care an average panel:<br />

- 7.4 hours per day<br />

Proportion <strong>of</strong><br />

recommended care<br />

received by patients:<br />

-! 55%


THE ARCHETYPE FOR PRIMARY CARE<br />

REMAINS IN THE ROCKWELL ERA<br />

We like it this way and people are willing to pay<br />

for this type <strong>of</strong> personal attention<br />

(e.g., Concierge or Retainer <strong>Medicine</strong>)


PARADIGM SHIFT:<br />

PRIMARY CARE AS A SYSTEM<br />

!"#$%&'(')$*+',-'./012345+'*26256'5)$5'(')$*+'57'$88719:26)';+723>'57'69+3C'1%'C$%'5=%23>'57'1$#+'1%'9$3+:'7)'7='A)7')$*+3J5')$C'$'<br />

)+17>:7;23'I.8'23'5)+'9$65'%+$=&'E+'$=+'>723>'57'8735$85'5)+6+'9+79:+&'E+'$=+'>723>'<br />

57';=23>'5)+1'23'$=C'<br />

57'5)+2='8)=7328'C26+$6+D'5)+%J=+'>723>'57'1++5'A25)'$'34=6+'A)7')$6'$'9)%6282$30<br />

A=2K+3'9=75787:'$6'57')7A'57'238=+$6+'5)+2='1+C28$F736'57'>+5'5)+2='64>$=6';$8#'<br />

43C+='8735=7:&?'<br />

Thomas Bodenheimer<br />

4


MEDICAL HOME MODEL<br />

Payment Reform<br />

(pay for episode <strong>of</strong><br />

care, for<br />

coordination <strong>of</strong> care)<br />

Enhanced Access<br />

(email, extend<br />

hours, decision aids)<br />

Personal<br />

Physician<br />

Quality and Safety<br />

(evidence based medicine<br />

perspective, use <strong>of</strong> IT to<br />

facilitate quality and<br />

assessment <strong>of</strong> quality)<br />

Physician Directed Care<br />

(practice team led by physician)<br />

Whole Person<br />

Orientation<br />

Integration<br />

(bring together all<br />

services needed to<br />

address a medical<br />

issue)<br />

5


MEDICAL HOME DESIDERATA<br />

!! Personal physician.<br />

!! Each patient has an ongoing relationship with a personal physician who is trained<br />

to provide first contact, continuous and comprehensive care.<br />

!! Physician-directed medical practice.<br />

!! The personal physician leads a team <strong>of</strong> individuals at the practice level who<br />

collectively take responsibility for ongoing patient care.<br />

!! Whole-person orientation.<br />

!! The personal physician is responsible for providing all <strong>of</strong> the patient’s health care<br />

needs or for arranging care with other qualified pr<strong>of</strong>essionals.<br />

!! Care is coordinated and integrated<br />

!! across all elements <strong>of</strong> the complex health care system and the patient’s<br />

community.<br />

!! Quality and safety are hallmarks<br />

!! Enhanced access to care<br />

!! Open scheduling, expanded hours and other innovative options for communication<br />

between patients, their personal physician and practice staff.<br />

!! Payment recognizes the added value<br />

!! Practices that achieve NCQA’s PCMH Recognition are positioned to take<br />

advantage <strong>of</strong> financial incentives


PCMH is a high level<br />

strategy to change<br />

the structure <strong>of</strong> primary care<br />

Cost neutral<br />

(Reductions in<br />

ED and<br />

Hospitalization)<br />

Only feasible with cooperation<br />

payers and health delivery systems<br />

Raise income<br />

levels and<br />

supply <strong>of</strong><br />

primary care<br />

providers<br />

Continue to<br />

reimburse for<br />

services<br />

Viable<br />

primary<br />

care<br />

Add<br />

reimbursement for<br />

episodes <strong>of</strong> care<br />

and pay for<br />

performance<br />

Add<br />

reimbursement for<br />

coordination <strong>of</strong><br />

care<br />

7


WHY FOCUS ON THE MEDICAL HOME<br />

MODEL<br />

!! Improve patient experience<br />

!! Improve quality <strong>of</strong> care<br />

!! Reduce costs <strong>of</strong> care<br />

!! Address issues with lack <strong>of</strong> satisfaction with practice, viability<br />

<strong>of</strong> primary care as a specialty<br />

!! Address income gap between specialists and primary care<br />

physicians


HEALTHCARE IS A COMPLEX<br />

ADAPTIVE SYSTEM


WHAT THIS MIGHT (EVENTUALLY)<br />

MEAN FOR PHYSICIANS…<br />

!! Team leadership role may predominate over personal<br />

physician role<br />

!! Larger panel sizes in some models (more team<br />

leadership);<br />

!! Smaller panel sizes in other models (more personal care<br />

at a cost)<br />

!! High severity <strong>of</strong> illness practices<br />

!! Retainer practices<br />

!! Empowerment for responsibility for patient outcomes<br />

•! Payment for population health management and care<br />

coordination services<br />

•! At risk payment (Accountable Care Organizations)


OVERLAP BETWEEN PCMH AND ACO’S<br />

!! Accountable Care Organizations (ACO) are provider-based<br />

organizations that take responsibility for meeting the health<br />

care needs <strong>of</strong> a defined population, with the goal <strong>of</strong><br />

simultaneously improving health, improving patient<br />

experience and reducing per capita costs.<br />

!! ! Determine and update care coordination needs<br />

!! ! Create a a plan <strong>of</strong> care<br />

!! ! Communicate<br />

!! ! between health pr<strong>of</strong>essionals and family<br />

! !! within teams teams <strong>of</strong> health pr<strong>of</strong>essionals<br />

! !! Across health care settings<br />

! !! Facilitate transitions<br />

ACO<br />

! !! Connect with community resources<br />

! !! Align resources to population needs<br />

PCMH


EFFECT ON QUALITY/OUTCOMES/COSTS<br />

!! Wide evidence that PCMH improves quality metrics<br />

Benefits <strong>of</strong> Implementing the Primary Care Patient- Centered Medical Home. Patient Centered Primary Care Collaborative<br />

!! Early evidence that it improves outcomes<br />

!! Geisinger: PCMH participation reduced patients risk <strong>of</strong> amputation<br />

and renal failure. American Journal <strong>of</strong> Medical Quality 2012 27: 210<br />

!! Some evidence it reduces costs<br />

!! UMPC: -$15 PMPM HEALTH AFFAIRS 31, NO. 11 (2012): 2423–2431<br />

!! Geisinger: -4% costs <strong>of</strong> care, ROI = ~1 Am J Manag Care. 2012;18(3):149-155)<br />

!! Group Health: - $10 PMPM HEALTH AFFAIRS 29, NO. 5 (2010): 835-843


PCMH EFFECTS: OTHER VARIABLES<br />

!! Operational costs increased by PMCH<br />

!! $2 per PMPM cost for 10% gain in PCMH features JAMA. 2012;308(1):60-66<br />

!! $6 PMPM total for UPMC pilot HEALTH AFFAIRS 31, NO. 11 (2012): 2423–2431<br />

!! Total PCMH score not associated with patient satisfaction<br />

Health Services Research DOI: 10.1111/j.1475-6773.2012.01429.x<br />

!! Total PCMH score in Safety-Net clinics associated with<br />

!! Improved provider and staff morale<br />

!! Improved clinic staff job satisfaction<br />

!! Less risk <strong>of</strong> burn out symptoms in providers<br />

Arch Intern Med 2012;172(1):23-31


COMMON PROBLEMS WITH PCMH AS<br />

SEEN BY PHYSICIANS ADOPTING IT<br />

The Policy Context <strong>of</strong> Patient Centered Medical Homes:<br />

Perspectives <strong>of</strong> Primary Care Providers<br />

J Gen Intern Med DOI: 10.1007/s11606-012-2135-0


NCQA MEDICAL HOME CERTIFICATION<br />

!! PPC-1: Written standards for<br />

patient access and communication<br />

!! PPC-1b: Use <strong>of</strong> data to show<br />

standards for patient access and<br />

communication are met<br />

!! PCC-2D: Use <strong>of</strong> paper or electronic<br />

tools to organize clinical<br />

information<br />

!! PPC-2E: Use <strong>of</strong> data to identify<br />

important diagnoses and conditions<br />

in practice.<br />

!! PPC-3A: Adoption and<br />

implementation <strong>of</strong> evidence-based<br />

guidelines for three conditions.<br />

Level 1: 50% <strong>of</strong> items<br />

Level 2 or 3: 100% <strong>of</strong> items<br />

!! PPC-4B: Active support <strong>of</strong> patient<br />

self management<br />

!! PPC-6A: System tracking <strong>of</strong> tests<br />

and follow up <strong>of</strong> test results<br />

!! PPC-7A: System tracking <strong>of</strong> critical<br />

referrals<br />

!! PPC-8A: Measurement <strong>of</strong> clinical<br />

and/or service performance<br />

!! PPC-8C: Performance reporting by<br />

physicians across the practice


Medical-Home<br />

Capacities<br />

Improved access and<br />

communication<br />

Use <strong>of</strong> data systems to<br />

enhance safety and<br />

reliability<br />

Care management and<br />

coordination<br />

Support for patient selfcare<br />

Performance reporting<br />

and improvement<br />

How Capacities Are Measured in NCQA Certification<br />

Program<br />

Have written standards for key components <strong>of</strong> access and<br />

communication (4 points) and use data to document how standards<br />

are met (5). Assess language preference and communication<br />

barriers (2). (Total: 11 points)<br />

Use data system for nonclinical (2) and clinical (6) information to<br />

track patients’ diagnoses (4) and clinical status (6) and to generate<br />

reminders (3). Track referrals (4) and laboratory results<br />

systematically (7). Use electronic system to order, retrieve, and flag<br />

tests (6); write prescriptions (3) and check their safety (3) and cost<br />

(2); and improve safety and communication (4). (Total: 50 points)<br />

Adopt and implement evidence-based guidelines (3) and use<br />

reminders for preventive services (4). Coordinate care with other<br />

providers (5) and use non physician staff to manage patient care (3).<br />

(Total: 15 points)<br />

Develop individualized patient care plans, which assess progress<br />

and address barriers to achieving plan goals (5). Actively support<br />

patient self-care (4). (Total: 9 points)<br />

Measure (3) and report performance to physicians in the practice (3)<br />

using standardized measures (2). Report performance externally (1).<br />

Survey patients about their experience (3). Set goals and take action


WHAT CAN WE DO TO MOVE TOWARD THE<br />

MEDICAL HOME MODEL TODAY?<br />

!! Micro level efforts (you and your patient)<br />

!! Develop patient oriented goals and care plans<br />

!! Activate patients and measure activation<br />

!! Learn how to lead health care teams<br />

!! Meso level efforts (organization <strong>of</strong> your clinic)<br />

!! Written clinic policy development for medical home certification<br />

!! Practice guidelines <strong>of</strong> conditions (pathways), tracking diagnostic test<br />

orders as well as results<br />

!! Panel management efforts<br />

!! Macro level (fitting into the health system)<br />

!! Retainer medicine practices<br />

!! ACO development


Initial<br />

<strong>of</strong>fice<br />

visit<br />

Time<br />

Lab<br />

visit<br />

Lab<br />

check<br />

EXAMPLE OF A CARE PLAN<br />

Pharmacy<br />

Rx Pick up<br />

Home<br />

BP monitoring<br />

Follow<br />

up call<br />

Lab<br />

visit<br />

Return<br />

visit<br />

“Plan: After checking a chemistry panel, we’ll start and ACE<br />

inhibitor for hypertension. The patient will check his blood pressure<br />

at home and we’ll call after two weeks to evaluate if he needs a dose<br />

change. In 6 weeks he will return for a follow visit with a fasting lipid panel”


Measure Patient Activation (PAM)<br />

Four stages <strong>of</strong> activation:<br />

1.! Believes active role is<br />

important<br />

2.! Confidence and<br />

knowledge to take action<br />

3.! Taking action<br />

4.! Staying the course<br />

under stress<br />

ED visits vs. activation<br />

•! Stage 1: 24.1<br />

•!<br />

•!<br />

Stage 2: 20.4<br />

Stage 3: 17.9<br />

P


LEARN HOW TO LEAD HEALTH CARE<br />

TEAMS<br />

Shared Values<br />

!! Honesty: Put a high value on open<br />

communication within the team, including<br />

transparency about aims, decisions,<br />

uncertainty, and mistakes.<br />

!! Discipline. Carry out roles and responsibilities<br />

even when inconvenient, and seek out and<br />

share information to improve even when it is<br />

uncomfortable.<br />

!! Creativity: Be excited by the possibility <strong>of</strong><br />

tackling new or emerging problems, seeing<br />

errors and unanticipated bad outcomes as<br />

potential opportunities to learn and improve.<br />

!! Humility: Recognize differences in training but<br />

do not believe that 1 type <strong>of</strong> training or<br />

perspective is uniformly superior; recognize<br />

that team members are human and will make<br />

mistakes.<br />

!! Curiosity: Delight in seeking out and reflecting<br />

on lessons learned and using those insights for<br />

continuous improvement.<br />

Principles<br />

!! Clear Roles: Have clear expectations for each<br />

member’s functions, responsibilities, and<br />

accountabilities.<br />

!! Mutual Trust: Earn each other’s trust,<br />

creating strong norms <strong>of</strong> reciprocity and<br />

greater opportunities for shared<br />

achievement.<br />

!! Effective Communication: Prioritize and<br />

continuously refine communication skills<br />

using consistent channels for candid and<br />

complete communication.<br />

!! Shared Goals: Work to establish shared goals<br />

that reflect patient and family priorities and<br />

that can be clearly articulated, understood,<br />

and supported by all members.<br />

!! Measurable Processes and Outcomes: Agree<br />

on and implement timely feedback on<br />

successes and failures in both the overall<br />

functioning <strong>of</strong> the team and achievement <strong>of</strong><br />

specific goals.


MESOSTRATEGIES FROM GROUP HEALTH<br />

COOPERATIVE<br />

!! Virtual medicine<br />

!! Secure email messaging and telephone<br />

encounters<br />

!! Chronic care management<br />

!! Use <strong>of</strong> electronic registries, health maintainece reminders, best<br />

practice alerts<br />

!! Collaborative care plans<br />

!! Self management resources, group visits, peer led workshops<br />

!! Visit preparation<br />

!! Patients contacted in advance <strong>of</strong> visits to clarify concerns and<br />

expectations<br />

!! Patient outreach<br />

!! Outreach and follow up for all discharges, ED visits and urgent care<br />

visits


PERSONNEL STRUCTURE OF A MEDICAL HOME<br />

PRACTICE<br />

Typical Medical<br />

Office Staff<br />

•!Medical Assistant<br />

•!Biller<br />

•!Scheduler<br />

•!Office manager<br />

•!Nurse call manager<br />

ICC2F73$:'65=4854=+'


!! Order sets<br />

for common conditions<br />

USING YOUR EHR<br />

!! Test and consult<br />

completion


CHANGE IS HARD<br />

•!Transformation to a PCMH “requires epic whole-practice reimagination<br />

and redesign. It is much more than a series <strong>of</strong><br />

incremental changes”<br />

•!Technology needed in a PCMH is not "plug and play.” The<br />

hodge-podge <strong>of</strong> information technology marketed to primary<br />

care practices resembles more a pile <strong>of</strong> jigsaw pieces than<br />

components <strong>of</strong> an integrated and interoperable system.


MEDICAL HOME ALTERNATIVES<br />

!! Retainer <strong>Medicine</strong><br />

!! Growing popularity<br />

!! Per member – Per month fee provides access to additional resources<br />

and limits panel sizes<br />

!! Fees vary from $50 per month to $200 to ???<br />

!! Panel size 600-1200<br />

!! Allows personal attention and care coordination<br />

!! Improves income or generates similar income with less effort<br />

!! May reduce other costs<br />

!! MDVIP members have 50% less utilization <strong>of</strong> hospital care<br />

!! Rarely readmitted for MI, CHF, CAP (90% less <strong>of</strong>ten)<br />

Personalized Preventive Care Leads to Significant Reductions in Hospital Utilization<br />

Am J Manag Care. 2012;18(12):e453-e460<br />

!! Difficult to fully adjust for effects <strong>of</strong> SES in this study


SUMMARY/CONCLUSIONS<br />

!! Patient Centered Medical Home in 2013<br />

!! New model for care<br />

!! Transformatory but change is hard<br />

!! Requires payer interest/participation<br />

!! Evidence is growing for effects on<br />

!! Quality <strong>of</strong> care ++++<br />

!! Costs <strong>of</strong> care ++<br />

!! Patient experience +/–<br />

!! Physician burnout ++<br />

!! Primary care salaries ?<br />

!! Cost <strong>of</strong> transformation<br />

!! $6-10 PMPM<br />

!! IT integration is critical<br />

!! Focus <strong>of</strong> the practice is on<br />

!! execution <strong>of</strong> plans (as opposed to orders)<br />

!! Behavioral change<br />

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