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Wksp 307_Mariotti - Alliance for Academic Internal Medicine

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Ambulatory Redesign in<br />

Residency Training<br />

PCMH Model<br />

APDIM<br />

Spring 2011<br />

Jennifer <strong>Mariotti</strong>, DO, FACP<br />

Workshop / Presentation<br />

■<br />

■<br />

■<br />

■<br />

Goal - Provide an individualized map <strong>for</strong> residency practice and<br />

ambulatory educational re<strong>for</strong>m grounded in quality improvement<br />

Template provided<br />

– Work through the document as we discuss different topics<br />

– Consider your program / experience<br />

• Action plan on potential changes / learnings<br />

– Map out your tangible “to do” next steps<br />

Collaborative learning<br />

– Open <strong>for</strong>um / sharing of ideas and concepts<br />

Change your current framework<br />

– Cause you to think differently about your residents ambulatory experience<br />

– Reflect honestly and openly<br />

• Training environment and the culture <strong>for</strong> improvement


■ Key areas?<br />

Clear Expectations<br />

■ One major take away?<br />

■ Review of our learnings / literature<br />

■ Tools utilized / Resources<br />

My Background<br />

■ Related Experience<br />

– Associate Program Director<br />

• <strong>Internal</strong> <strong>Medicine</strong><br />

• PD – Osteopathic Internship<br />

– Medical Director – Residency Clinic<br />

• PCMH / Residency Collaborative Participation<br />

– Quality Leader<br />

• Department of <strong>Medicine</strong> - LVHN<br />

• IHI OS GME Interest Group Facilitator


■<br />

Overview<br />

National call <strong>for</strong> residency redesign - ambulatory education<br />

■ Key element - Develop a core model –<br />

– Quality improvement culture within residency practice<br />

– Achieve high quality clinical outcomes in an educational environment<br />

■<br />

How do you do this?<br />

– Integrate residents into the quality improvement mechanism<br />

• Achieve sustainability<br />

– New models of resident scheduling<br />

– Continuity of care / Modified open access<br />

– EMR implementation<br />

– Patient centered medical home (PCMH) model concepts<br />

• Certification – Should you / Why would you / When<br />

– Key quality data metrics – Resident considerations<br />

– Integration of PBLI and SBP competencies<br />

– Balance / navigate system change vs. educational opportunities<br />

■<br />

■<br />

Charting Course - Roadmap<br />

National call <strong>for</strong> residency redesign - ambulatory education<br />

– Changes in practice of medicine<br />

• Chronic care / population p management – Separate outpt / inpt<br />

– Work hour restrictions<br />

– Shortage of PCPs<br />

– Increasing focus on patient safety<br />

Educational Experience<br />

– Dysfunctional residency practices<br />

– Poor clinical experiences<br />

– Low ambulatory primary care matriculation<br />

– Emphasize inpatient medicine / Ambulatory is an “add on”<br />

– Strong use of “clinics”<br />

• Primary venue <strong>for</strong> ambulatory medicine<br />

• Common – dysfunctional settings<br />

The “ICU” of ambulatory care<br />

1 Meyers F et al.Redesigning Residency training in internal medicine: The Consensus Report AAIM Redesign Task Force. <strong>Academic</strong> <strong>Medicine</strong>. 2007;82(12):1211-1219.<br />

2 Fitzgibbons J,et al. Redesigning Residency education in <strong>Internal</strong> <strong>Medicine</strong>: APDIM position paper. Annals of <strong>Internal</strong> <strong>Medicine</strong>. 2006;144(12):920-926.<br />

3 Batalden P,et al General Competencies and Accreditation in Graduate Medical Education. Health Affairs. 2002; 21(5):103-111.<br />

4.Holmboe E,et al. Re<strong>for</strong>ming <strong>Internal</strong> <strong>Medicine</strong> Residency Training: A Report from SGIM JGIM. 2005;20:1165-1172.<br />

5 Keirns C. et al. The unintended consequences of training residents in dysfunctional setting. Acad Med. 2008;83:498-502.


Quality Improvement<br />

“Every system is perfectly designed to get<br />

the results it gets”<br />

■<br />

■<br />

■<br />

■<br />

Mechanism <strong>for</strong> Change<br />

QI Committee<br />

Practice Trans<strong>for</strong>mation<br />

– DRIVER: On your own, Collaborative, Consultation<br />

Working group<br />

– Residency versus Practice<br />

• Focus defines the members<br />

Regular meetings<br />

– Leader – QI experience / ownership<br />

• Integrates with Residency / Practice / Faculty<br />

Prioritize projects<br />

– Start small and grow as you develop<br />

– Complete full PDCA as a group<br />

• Encourages sustainability<br />

– Tangible metrics / monitor and showcase


Quality Improvement<br />

■ Resources<br />

– Infrastructure – People / Knowledge<br />

• Faculty / key leader development<br />

• Tools <strong>for</strong> QI<br />

– Lean methods / A3 concepts / etc.<br />

– Resources –<br />

» IHI open school<br />

» ACMQ – American college of medical quality<br />

» APDIM<br />

»TJC<br />

Quality Improvement<br />

■ Resources<br />

– Infrastructure - Team<br />

• Key areas should be represented<br />

• Want engagement (sometimes opponents are best)<br />

• Multiple residents / consistent presence<br />

• Faculty – Core if possible<br />

– Ensure consistent and productive meetings<br />

• Define goals together / need a safe culture


Quality Improvement<br />

■ Resources<br />

– I/S needs<br />

• Analyst / Support liaison<br />

– Key to success – need strong relationship<br />

• Database <strong>for</strong> enterprise in<strong>for</strong>mation<br />

• Business Intelligence tools <strong>for</strong> analysis<br />

• Understanding of data management in system<br />

■<br />

Redesign - What do you do?<br />

National call <strong>for</strong> residency redesign - ambulatory education<br />

■ Key element - Develop a core model –<br />

– Quality improvement culture within residency practice<br />

– Achieve high quality clinical outcomes in an educational environment<br />

■<br />

How do you do this?<br />

– Integrate residents into the quality improvement mechanism<br />

• Achieve sustainability<br />

– New models of resident scheduling<br />

– Continuity of care / Modified open access<br />

– EMR implementation<br />

– Patient centered medical home (PCMH) model concepts<br />

• Certification – Should you / Why would you / When<br />

– Key quality data metrics – Resident considerations<br />

– Integration of PBLI and SBP competencies<br />

– Balance / navigate system change vs. educational opportunities


Ambulatory Redesign<br />

■ Structure – People<br />

– Work<strong>for</strong>ce distribution / Operational structure<br />

■ Process:<br />

– Scheduling Model (*Specific Linear Order)<br />

• Resident Schedule<br />

– Team Model<br />

• Patient Schedule – Open Access model<br />

– Continuity<br />

Scheduling<br />

■ Core Structure – Residency<br />

– Scheduling Model (*Specific Linear Order)<br />

• Resident Schedule<br />

– Team Model<br />

• Patient Schedule – Open Access model<br />

– Continuity


Question<br />

Does your program follow the traditional<br />

one clinic session / week model?<br />

■ Yes<br />

■ No<br />

Question<br />

Are you satisfied with that model?<br />

■ Yes<br />

■ No<br />

■ Don’t know


Resident Scheduling<br />

■<br />

■<br />

■<br />

Separate inpatient and outpatient<br />

Strengthen ambulatory exposure / emphasis<br />

– Make outpatient medicine IMPORTANT<br />

Immersion training<br />

– Long block versus weekly concept<br />

• Year long; 4:1; 4:2 Model<br />

– Example template - Review<br />

■<br />

Model selection depends on inherent program<br />

requirements / needs<br />

Example Long-Block Schedule<br />

1 Warm E, et al. The ambulatory long block; An ACGME EIP. JGIM 23 (7); 921-6.


Example 4:1; 4:2 Schedule<br />

1 <strong>Mariotti</strong> J et al The 4:1 Schedule; A novel template. JGME. 12/10; 541-7.<br />

2 Shalaby M et al. Developing new models of ambulatory training. AAIM Insight 8:3. 12-17.<br />

The Details -<br />

Inpatient Team Structure


4:1 Theory - CMO Matrix<br />

Context Mechanism Outcome<br />

Separation of inpatient and<br />

outpatient experiences <strong>for</strong><br />

the residents<br />

Residents would have<br />

dedicated weeks in clinic<br />

Residents wouldn’t have to<br />

work in both venues at<br />

once<br />

Extra time in clinic would<br />

allow residents to learn<br />

about the clinic process<br />

- Less internal conflict<br />

- Less frustration<br />

- Less “tense” environment<br />

- Better work satisfaction<br />

- More focused learning<br />

- More efficient care<br />

- More effective care<br />

- Better satisfaction<br />

A complicated schedule -<br />

Residents split into five<br />

different cohorts<br />

Residents wouldn’t be<br />

pulled to clinic<br />

More “slots” <strong>for</strong> patients<br />

Resident staggering<br />

They would have more<br />

focused time on rotations<br />

- Enhanced continuity<br />

- Overlap on inpatient care<br />

-“Team”-feel in clinic<br />

-Tougher to find “switches”<br />

- Better rotation education<br />

- More time with preceptors<br />

4:1 Schedule Results<br />

Educational Environment Learnings<br />

• Better sense of “team” in clinic<br />

• No pressure to “get out of clinic”<br />

• Allowed residents to focus on clinic patients<br />

• “Immersion” model resident engagement<br />

in change / improvement ef<strong>for</strong>ts<br />

• Cons:<br />

• Difficult <strong>for</strong> short term follow up<br />

• Requires a team model <strong>for</strong> cross coverage


Immersion Training<br />

(Ambulatory Block) Outcomes<br />

■ Consistent research findings<br />

– Satisfaction improved<br />

• Residents, patients, faculty<br />

• Enhanced ownership and engagement<br />

– Quality Measures improved<br />

– Continuity / No-Show rates improved<br />

■ PD / Resident perspective article<br />

1 Warm E, et al. The ambulatory long block; An ACGME EIP. JGIM 23 (7); 921-6.<br />

2 <strong>Mariotti</strong> J et al The 4:1 Schedule; A novel template. JGME. 12/10; 541-7.<br />

3 Shalaby M et al. Developing new models of ambulatory training. AAIM Insight 8:3. 12-17.<br />

4 Thomas K et al. Alternative approaches to ambulatory training: Resident and PD perspectives. JGIM 24(8):904-10.<br />

Open Collaborative Discussion<br />

■ Other scheduling models?


Scheduling<br />

■ Core Structure – Residency<br />

– Scheduling Model (*Specific Linear Order)<br />

• Resident Schedule<br />

– Team Model<br />

• Patient Schedule – Open Access model<br />

– Continuity<br />

Question<br />

Does your outpatient resident practice function<br />

in a team model?<br />

■ Yes<br />

■ No<br />

■ Don’t know


Question<br />

If you don’t currently use a team model, did you<br />

try it in the past and find it didn’t work?<br />

■ Yes<br />

■ No<br />

■ Don’t know<br />

Team Development<br />

■ Clinical model<br />

– Team development<br />

• Three core resident teams (a, b, c)<br />

– (+/-) Staff linkage<br />

• Delineation of administrative work<br />

• Patient panels defined * Referenced later<br />

– Dedicated preceptors per team<br />

• Allowed <strong>for</strong> Attending continuity<br />

• 3 residents:1 faculty ratio<br />

– Selected faculty practice at site


Ambulatory Scheduling<br />

■ Clinical model<br />

– 6 sessions of clinic, 3 sessions other ambulatory<br />

LVPP<br />

Team schedule<br />

Session Monday Tuesday Wednesday Thursday Friday<br />

AM AB BC AC BC AB<br />

PM AC AC Education AB BC<br />

Ambulatory Scheduling<br />

■ Each team<br />

– All within same 4:1 cohort<br />

– Integration of PGY years<br />

– Separate clinical “space”<br />

■ Consideration <strong>for</strong> staffing linkage


1 Hern T. Patient Care management teams: improving continuity, office efficiency, and teamwork in a residency clinic. JGME. 09/09. 67-72<br />

Provider Team Model<br />

■ Research Findings<br />

– Improvement in ratings of:<br />

• Learning opportunities<br />

• Quality of teaching<br />

• Job satisfaction<br />

• Employee Autonomy<br />

• Staff roles<br />

• Staff attitudes toward residents<br />

– Patient care management teams<br />

• Continuity it of patient t<br />

care<br />

• Office efficiency<br />

• Team communication<br />

– Essential <strong>for</strong> continuity – Residency model<br />

1 Roth L, Effects of implementation of a team model on physician and staff perceptions of a clinic’s organizational and learning environments. FMed, 2009; 41(6):434-9.<br />

2 Hern T. Patient Care management teams: improving continuity, office efficiency, and teamwork in a residency clinic. JGME. 09/09. 67-72<br />

3 Kennedy f. Implementation of an open access scheduling system in a residency training program. FMed 2003; 35(9):666-70


Open Collaborative Discussion<br />

■ Team model considerations<br />

Scheduling<br />

■ Core Structure – Residency<br />

– Scheduling Model (*Specific Linear Order)<br />

• Resident Schedule<br />

– Team Model<br />

• Patient Schedule – Open Access model<br />

– Continuity


Question<br />

Are you familiar with the concept of an open<br />

access model (or a modified open access)?<br />

■ Yes<br />

■ No<br />

■ Maybe<br />

Question<br />

Does your outpatient resident practice schedule<br />

using an open access model (or modified)?<br />

■ Yes<br />

■ No<br />

■ Don’t know


(Modified) Open Access<br />

■<br />

■<br />

■<br />

■<br />

Defined: “Doing today’s work today”<br />

Element of PCMH (access)<br />

Scheduling model<br />

– Traditional Open Access –<br />

• Appointments are open 48 hours prior<br />

• No advanced booking<br />

– Modified Open Access –<br />

(Preferred in GME due to limited availability)<br />

• Some advance appointments<br />

– 5 week follow up / 2 week continuity / 24 hr prior acute<br />

• Consistent ambulatory scheduling allows <strong>for</strong> continuity<br />

– An appointment is an appointment – focus is on continuity<br />

A REMINDER SYSTEM is the key <strong>for</strong> chronic population continuity!<br />

– How this reminder system functions can define the success of open<br />

access model<br />

■ Benefits:<br />

Modified Open Access<br />

– Allows <strong>for</strong> acute changes in schedules<br />

• Necessary with residency demands<br />

– Decreases no – show rates<br />

• No-Show rate – Cut in ½<br />

– Consistent t experience across practices<br />

• Optimizes educational exposure<br />

– More patients seen / session


Open Access Model<br />

■ Tangible Process<br />

– Have resource handouts on how to<br />

transition<br />

Open Access Model<br />

■ Research Findings<br />

– Charges / revenues increased<br />

• Visits per FTE, lower no show rate<br />

– Total monthly volumes – increase<br />

– Improved satisfaction<br />

• Patient / Provider<br />

– Reduce appointment delays<br />

– Improved patient-PCP match<br />

1 Kennedy J. Implementation of an open access scheduling system in a residency training program. FMed 2003; 35(9); 666-70<br />

2 Belardi F. A controlled trial of an advanced access appointment system in a residency family medicine center. Fmed 2004;36(5):341-5


Modified Open Access<br />

(Continuity Focus)<br />

■ Need assigned preferred providers –<br />

– How many have assigned panels?<br />

• What size panel <strong>for</strong> your residents?<br />

• How do you maintain assignments?<br />

– Reports Run / Excel management / EMR assistance<br />

• Correct assignment is INTEGRAL to assessing continuity with<br />

a provider – Requires oversight!<br />

– Continuity – priority with chronic conditions<br />

• Reminder system / preferred provider system can be<br />

structured to optimize your resident experience<br />

■<br />

A helpful method to integrate PCMH principle<br />

(primary provider) within GME context<br />

Patient / Provider Continuity<br />

■ Are you able to maintain continuity<br />

between providers and patients?<br />

– Yes<br />

– No<br />

– Not sure


Patient / Provider Continuity<br />

■ Do you measure continuity?<br />

– Yes<br />

– No<br />

– Not sure<br />

Continuity<br />

■ Discussion on barriers to continuity<br />

■ Discussion on how you make it work


■ MMCI<br />

Continuity Measurement<br />

■ Provider Index<br />

■ Patient Index<br />

■ Chronic condition patients vs. everyone<br />

■ Continuity is necessary <strong>for</strong> provider<br />

population data to be “meaningful”<br />

1 Darden, P. Comparison of continuity in a resident versus private practice. Peds 2001;108;1263-1268<br />

2 Breslau N. Continuity Reexamined: Differential impact on satisfaction with medical care <strong>for</strong> disabled and normal children. Medical Care April 1982;Vol XX, No 4; 347-359<br />

3 Morgan E et al. Continuity of care and patient satisfaction in a family practice clinic. J am Board Fam Pract 2004;17:341-6.<br />

Continuity Research<br />

■ Increased satisfaction<br />

– Patient / Provider / Staff<br />

■ Decreased resource utilization / costs<br />

■ Decreased ED utilization<br />

■ Improved chronic disease recognition<br />

■ Decreased hospitalizations<br />

■ Improved clinical outcomes<br />

1 Saultz J, et al Interpersonal continuity of care and patient satisfaction: A critical review. Annals of family medicine. 2004;2(5):445-451.<br />

2 Becker M, et al A field experiment to evaluate various outcomes of continuity of physician care. AJPH. 1974;64(11):1062-1070.<br />

3 Raddish M,et al Continuity of care: Is it cost effective? Am J Managed care. 1999;5:727-734.<br />

4.Rosenblatt R,et al The effect of the doctor patient relationship on ED use among the elderly. Am J Public Health. 2000;90:97-102.<br />

5.Gill J,er al The effect of continuity of care on ED use. Arch Family <strong>Medicine</strong>. 2000;9:333-338.<br />

6.Koopman R, et al. Continuity of care and recognition of diabetes, hypertension and hypercholesterolemia. Arch <strong>Internal</strong> <strong>Medicine</strong>. 2003;163:1357-1361.<br />

7 Gill J, Mainous A. The role of provider continuity in preventing hospitalizations. Arch Family <strong>Medicine</strong>. 1998;7:352-357.<br />

8.Cabana M, Jee S. Does continuity of care improve patient outcomes? The journal of family practice. 2004;53(12):974 - 980.


Continuity Research<br />

■ Chronic care patients<br />

– Continuity means the most<br />

■ Acute care<br />

– Continuity less important<br />

■ Team based continuity ~ way <strong>for</strong>ward<br />

– Need to balance fast access and ability to<br />

consult a known and trusted doctor<br />

1 Mainous A. Advanced access, open access, and continuity of care: should we en<strong>for</strong>ce continuity? FMed 2009;41(1):57-8.<br />

Open Collaborative Discussion<br />

■ Open Access considerations<br />

■ Continuity considerations


■<br />

Redesign - What do you do?<br />

National call <strong>for</strong> residency redesign - ambulatory education<br />

■ Key element - Develop a core model –<br />

– Quality improvement culture within residency practice<br />

– Achieve high quality clinical outcomes in an educational environment<br />

■<br />

How do you do this?<br />

– Integrate residents into the quality improvement mechanism<br />

• Achieve sustainability<br />

– New models of resident scheduling<br />

– Continuity of care / Modified open access<br />

– EMR implementation<br />

– Patient centered medical home (PCMH) model concepts<br />

• Certification – Should you / Why would you / When<br />

– Key quality data metrics – Resident considerations<br />

– Integration of PBLI and SBP competencies<br />

– Balance / navigate system change vs. educational opportunities<br />

Ambulatory Redesign<br />

■<br />

■<br />

Structure<br />

– EMR Tool<br />

Process / Workflows (*Specific Linear Order)<br />

• Simple usage / in<strong>for</strong>mation entry<br />

– Workflow learning<br />

• Focusing entry of data (meaningful locations)<br />

– OBS fields / trackable fields<br />

• Report Generation / Data Audit / Feedback<br />

• Clinical Decision support tools (meaningful use)<br />

– Templates / Clinical reports


EMR<br />

■ What status is your practice with EMR?<br />

– Not implemented, no plans to do so<br />

– Not implemented, gearing up soon<br />

– Implemented < 1 yr ago<br />

– Implemented 2-5 yrs ago<br />

– Implemented >5 yrs ago<br />

EMR<br />

■ If implemented, how do you feel about<br />

EMR?<br />

– Hate it!<br />

– Necessary Evil, some pros and cons<br />

– Love it!<br />

– Not sure


■ First Year<br />

EMR Utilization<br />

– Simple usage / in<strong>for</strong>mation entry<br />

• Workflow learning<br />

– Ensure workflows are defined (standard)<br />

• Review in<strong>for</strong>mation with residents regularly<br />

– Difficult to expect learners to navigate<br />

Clinical Decision Support tools at this<br />

stage


EMR Implementation<br />

■ Second Year (meaningful use)<br />

– Focusing entry of data<br />

• Meaningful locations<br />

– OBS fields / trackable fields<br />

– Report Generation<br />

• Requires continuity * if using population data<br />

– Highly recommend individualized feedback<br />

– Data Audit / Feedback<br />

• Focuses residents on where to enter data to get “credit”<br />

– Will discuss at PCMH tenets / PBLI


EMR Implementation<br />

■ Second – Third Year<br />

– Utilization can move further<br />

• Clinical Decision support tools<br />

– Meaningful use<br />

• Templates / Clinical reports<br />

– Asthma / Lipids / Preoperative / etc.<br />

– Educational Tool<br />

• Solidify EBM guidelines / concepts<br />

• Guide treatment algorithms


EMR Positive Considerations<br />

■ Positive Considerations:<br />

– Personal teaching files<br />

– Per<strong>for</strong>mance reporting<br />

• Outcome / Procedure tracking<br />

– Documentation<br />

• More detail usually reported<br />

• Electronic history prompts optimized<br />

Peled J. Do electronic health records help or hinder education? PLOS <strong>Medicine</strong>. May 2009; 6(5); 1-5.<br />

EMR Educational Tool<br />

■ Research<br />

– Point of care education<br />

• New knowledge best assimilated when<br />

learned in context<br />

• Electronic order sets / template notes<br />

– Computerized CDS system<br />

• Any system to assist in decision making<br />

– Research, QI education and core<br />

competencies<br />

1 Keenan C. EMRs and their impact on resident and medical student education. <strong>Academic</strong> Psychiatry 2006;30:522-527


EMR Research / Attitudes<br />

■ Observations / Learnings<br />

– EMRs bypass synthesis of clinical in<strong>for</strong>mation<br />

• Attending knows all the case elements<br />

• Prevents learners from presenting patient data in words<br />

– Creates an educational exercise<br />

– Could cause unprocessed in<strong>for</strong>mation transfer<br />

– EMR is a distractor<br />

• “Staring into a screen”<br />

• Less interaction among patients / faculty<br />

• Faculty swiftly click through a chart to answer questions<br />

rather than pose them to learner<br />

– Robs them of questions that occur to a more seasoned<br />

clinician<br />

Peled J. Do electronic health records help or hinder education? PLOS <strong>Medicine</strong>. May 2009; 6(5); 1-5.<br />

EMR Research / Attitudes<br />

■ Observations / Learnings<br />

– Copy and Waste<br />

• Potential source of error / waste in EMR<br />

– “Readily available security”<br />

• Not checking data in advance because quick<br />

access is possible<br />

• Prevents opportunities to explore things on<br />

their own<br />

Peled J. Do electronic health records help or hinder education? PLOS <strong>Medicine</strong>. May 2009; 6(5); 1-5.


EMR Research / Attitudes<br />

■ Challenges / Barriers to EMR adoption<br />

– Time it takes to enter in<strong>for</strong>mation<br />

• Paper compared to EMR<br />

– Requires exact diagnosis / exact lab testing<br />

– Double work – paper then EMR<br />

– Intrusion on the patient / provider interaction<br />

– Potential impact on quality documentation<br />

• Could be worse if time is an issue<br />

• Ensuring note is “accurate”<br />

– Not documenting what wasn’t done<br />

• Strongly monitor the use of templates!<br />

1 Ilie V. et al. Paper versus Electronic: Challenges associated with physicians usage of EMRs. Proceedings of the 40 th Hawaii IC on Social systems - 2007<br />

EMR Educational Considerations<br />

■ Educational Elements:<br />

– Faculty should actively avoid referring to source<br />

data during presentations<br />

– Faculty / learner / patient interactions should be<br />

fostered in conducive environment<br />

• Encourage face to face encounters<br />

– Copying and pasting<br />

• Could be banned<br />

Peled J. Do electronic health records help or hinder education? PLOS <strong>Medicine</strong>. May 2009; 6(5); 1-5.


EMR Educational Considerations<br />

■ Educational Elements:<br />

– Learners (Students / GME) should be<br />

encouraged to actively check labs prior to<br />

presentations<br />

– Incorporate teaching of EMR specific<br />

communication to learners<br />

• Introduce computer / adjust geography / 30<br />

second rule / share data with patients<br />

Peled J. Do electronic health records help or hinder education? PLOS <strong>Medicine</strong>. May 2009; 6(5); 1-5.<br />

■ EMR Usage<br />

Open Discussion<br />

– Discussion on Educational benefit<br />

– Goal –<br />

• Educational development versus system<br />

redesign <strong>for</strong> Quality integration<br />

i<br />

– Opportunities <strong>for</strong> data / audit feedback


Quality Improvement<br />

Data considerations <strong>for</strong> resident learners:<br />

■<br />

■<br />

■<br />

Ensuring resident’s personal data / data ownership<br />

– Will likely need team model <strong>for</strong> some metrics (pop based)<br />

– Continuity is critical be<strong>for</strong>e data can be delivered<br />

Point of care data metrics – alternative <strong>for</strong> GME<br />

learners<br />

– E.g. – foot exams / DM patient<br />

• Staff education / per<strong>for</strong>mance of monofilament<br />

• Resident per<strong>for</strong>mance and assurance of completion<br />

• Can review data and ensure done on all patients each week<br />

Population management versus individual<br />

management<br />

– Each carries different considerations<br />

Quality Improvement<br />

General data considerations:<br />

■ Process versus Outcome data metrics<br />

– Did they “do” the right thing?<br />

• DM Foot exam<br />

• Vaccination completion<br />

– Flu / Pneumovax – DM patients<br />

• Preventive maintenance<br />

– Mammography tracking<br />

• Can be facilitated by EMR / prompting / clinical decision<br />

support tools


Quality Improvement<br />

■ Process versus Outcome metrics<br />

– Did they achieve a better “outcome”<br />

• Enhanced glucose control<br />

– Better HbA1C control in a population<br />

» Truly measure after a “process” change<br />

» Clinical case mgr involvement<br />

• Patient satisfaction / Provider satisfaction<br />

– Satisfaction surveys / Press Ganey surveys<br />

• Decreased no – show rates<br />

– Implementation of open access, use of no-show letters,<br />

defined protocol that was en<strong>for</strong>ced, enhanced<br />

communication with patients (call center), notification on<br />

entering practice


■<br />

Redesign - What do you do?<br />

National call <strong>for</strong> residency redesign - ambulatory education<br />

■ Key element - Develop a core model –<br />

– Quality improvement culture within residency practice<br />

– Achieve high quality clinical outcomes in an educational environment<br />

■<br />

How do you do this?<br />

– Integrate residents into the quality improvement mechanism<br />

• Achieve sustainability<br />

– New models of resident scheduling<br />

– Continuity of care / Modified open access<br />

– EMR implementation<br />

– Patient centered medical home (PCMH) model concepts<br />

• Certification – Should you / Why would you / When<br />

– Key quality data metrics – Resident considerations<br />

– Integration of PBLI and SBP competencies<br />

– Balance / navigate system change vs. educational opportunities<br />

Ambulatory Redesign<br />

■ Structure<br />

– Patient Centered Medical Home<br />

■ Process = System change ~ Practice-wide QI<br />

mechanism<br />

– Population management<br />

– Per<strong>for</strong>mance reporting / PBLI<br />

– Balance of education versus system support


PCMH<br />

Is your residency practice certified?<br />

■ Yes<br />

■ No, but working on it<br />

■ No, no plans right now<br />

■ Not sure<br />

Patient Centered Medical Home<br />

AAFP, AAP, ACP, AOA: March, 2007<br />

■ Personal Physician<br />

■ Physician directed medical practice<br />

■ Whole person orientation<br />

■ Care – coordinated and/or integrated<br />

■ Quality of care / culture of patient safety<br />

■ Enhanced access to care<br />

■ Payment Re<strong>for</strong>m<br />

http://www.pcpcc.net/


■ Are you doing it<br />

BUT…<br />

SYSTEMATICALLY?<br />

– And<br />

ARE YOU GETTING PAID FOR IT?<br />

- And<br />

ARE YOUR LEARNERS INVOLVED?<br />

PCMH – Associated with:<br />

■ Better outcomes<br />

■ Reduced mortality<br />

■ Fewer preventable hospital admissions<br />

■ Lower utilization<br />

■ Improved patient compliance<br />

■ Lower medicare spending<br />

Evidence of Quality Summary Report, 2009 (PCPCC)


National Committee <strong>for</strong> Quality<br />

Assurance (NCQA)<br />

■ PPC – PCMH Recognition<br />

– Level 1, 2, and 3<br />

■ NCQA supported by<br />

– AAFP / AAP / ACP / AOA<br />

– Washington based not-<strong>for</strong>-profit<br />

healthcare QI organization<br />

The Joint Commission<br />

■ Primary Care Home Option<br />

– Accreditation of ambulatory health care<br />

organizations<br />

– Working with Medicare / Medicaid / Insurance<br />

carriers to ensure standards will allow <strong>for</strong><br />

recognition as PCH provider<br />

■ Starting in July 2011<br />

– Standards to be released in November ‘10, final<br />

standards in March ‘11 and on-site surveys in<br />

July ’11.


PCMH Focus<br />

■ Application process<br />

– Online survey to upload documents<br />

– 9 part process to accreditation<br />

• PPC 1 - Access and communication<br />

• PPC 2 - Patient tracking and registry<br />

• PPC 3 – Care management<br />

• PPC 4 – Patient self-management support<br />

• PPC 5 – Electronic prescribing<br />

• PPC 6 – Test tracking<br />

• PPC 7 – Referral tracking<br />

• PPC 8 – Per<strong>for</strong>mance reporting and improvement<br />

• PPC 9 – Advanced electronic communication<br />

PCMH Focus<br />

■ Application process<br />

– Documentation supporting per<strong>for</strong>mance<br />

– Includes:<br />

• Protocols / policies<br />

• Data reports (% demographics on charting, %<br />

active problem list, etc)<br />

– EMR is integral with this area<br />

• Screen shots of EMR / examples of<br />

documents that show protocols used<br />

• Population management reports / how used


PCMH Focus<br />

■ Collaborative insights<br />

– PAFP Family medicine residency<br />

collaborative<br />

• ~30 residency programs in state<br />

– Tandem PA-Governor collaborative<br />

– Shared resources / documents<br />

– Coaching provided / guidance<br />

– Goal – application submission<br />

PCMH Focus<br />

■<br />

■<br />

Resident involvement<br />

– In application process – limited # of resident champions<br />

– Should ideally be through core QI / PI mechanism in<br />

practice or through feedback related to initiative<br />

PCMH process facilitates QI / PI to occur – resident<br />

integration should be downstream of actual<br />

certification process but in the middle of the change<br />

ef<strong>for</strong>ts themselves<br />

– Understanding of process and certification is encouraged


Quality Improvement<br />

■ Learner involvement observations<br />

PLAN / DO<br />

– Group project / Strong faculty mentorship<br />

– Develop an infrastructure to allow them to be a<br />

member and not have to “lead” the team<br />

– “Buy in” to the project<br />

– Consistent interaction with lead faculty to guide<br />

observations and progress<br />

– Interactions allow <strong>for</strong> experiential learning<br />

Quality Improvement<br />

■ Learner involvement observations<br />

CHECK (DATA)<br />

– Needs to be “specific”<br />

• Provide the residents with key directions on where and<br />

what needs to be done<br />

• For example – review this excel file and per<strong>for</strong>m X<br />

– Needs faculty mentoring<br />

– Data management / interpretation<br />

– Chart reviews<br />

– Database maintenance


Quality Improvement<br />

■ Learner Involvement<br />

ACT<br />

– Feeding back data / changes to occur<br />

– Consistent communication key<br />

– If personal initiative – have residents be<br />

the ones to deliver the message<br />

PCMH Focus<br />

■ Do I NEED to certify my residency<br />

practice as a PCMH?<br />

– Proactive approach – health care re<strong>for</strong>m<br />

reimbursement model<br />

– Core concepts of practice trans<strong>for</strong>mation<br />

are the ultimate t goals<br />

• Areas that are emphasized align well with<br />

Residency Ambulatory Redesign<br />

– Can be used as a model / reason <strong>for</strong> re<strong>for</strong>m


PCMH Tenets &<br />

Ambulatory Redesign<br />

• PPC 1 - Access and communication<br />

– Scheduling / Modified Open Access Model<br />

• PPC 2 - Patient tracking and registry<br />

– Assignments of Preferred Provider / EMR Reporting<br />

• PPC 3 – Care management<br />

– System support providing population management<br />

• PPC 4 – Patient self-management support<br />

– Resident involvement in group visit education<br />

• PPC 5 – Electronic prescribing<br />

– EMR Provided<br />

PCMH Tenets &<br />

Ambulatory Redesign<br />

• PPC 6 – Test tracking<br />

– EMR Provided<br />

• PPC 7 – Referral tracking<br />

– EMR Provided<br />

• PPC 8 – Per<strong>for</strong>mance reporting and improvement<br />

– Data feedback to residents / PBLI / SBP<br />

• PPC 9 – Advanced electronic communication<br />

– EMR Provided<br />

d<br />

■ EMR can be viewed as independent<br />

educational tool as well


PCMH Certification Assistance<br />

■ Collaborative Support<br />

– State Sponsored / ACP / IPIP<br />

■ ACP Medical Home Builder<br />

– acponline.org/medicalhomebuilder<br />

■ Consultants<br />

■ Trans<strong>for</strong>MED<br />

– http://www.trans<strong>for</strong>med.com/<br />

Balance System Change vs.<br />

Educational Development<br />

■ Hand-in-Hand Model<br />

■ System redesign is future of primary care<br />

– Chronic Care Model<br />

– Learning how to change a larger system<br />

■ Teaching residents how to navigate<br />

– Use Clinical Decision Support Tools<br />

– Focus on medicine and allow system to support<br />

the other “tasks”<br />

• “Tasks <strong>for</strong> Staff / Decisions <strong>for</strong> Physicians”<br />

– (Dr. Warning)


Personalized Template<br />

■ What kind of QI mechanism do you<br />

have currently in your practice?<br />

– Who is your identified leader of QI?<br />

■ Check off areas that you might find<br />

helpful<br />

■ Map out your action plan <strong>for</strong> follow up<br />

■ Concepts / Ideas – “Take-away”<br />

Thank you <strong>for</strong> your time!<br />

■ Questions / Thoughts

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