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Blue Ribbon Panel on Academic<br />

<strong>Rheumatology</strong><br />

Final Report: November 10, 2012<br />

The challenges and the opportunities facing academic rheumatology are multidimensional and complex. As the<br />

essential pipeline for the development <strong>of</strong> rheumatology practitioners in the community, issues which affect the<br />

vitality <strong>of</strong> academic rheumatology have broad implications on the viability <strong>of</strong> the greater pr<strong>of</strong>ession. This<br />

report includes a summary <strong>of</strong> the critical issues along with specific recommendations to address these issues<br />

over the short and long term.<br />

0


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

Table <strong>of</strong> Contents<br />

1. Executive Summary…………………………………………………. 2<br />

2. Introduction…………………………………………………………….. 5<br />

2.1. Background……………………………………….... 5<br />

2.2. Scope <strong>of</strong> Work…………………………………….. 7<br />

2.3. Goals ………………………………………………….. 7<br />

2.4. Timeline ……………………………………………… 7<br />

2.5. Methodology ……………………………………… 9<br />

2.6. Glossary ………………………………………………. 13<br />

3. Critical Issues and Recommendations …………………….. 15<br />

3.1. Crisis in Funding …………………………………….. 16<br />

3.2. Redefining Scope ………………………………...… 27<br />

3.3. Research Consortia ………………………………. 33<br />

3.4. New Technologies…………………………………. 39<br />

3.5. Clinical Data Infrastructure…………………….. 47<br />

3.6. Regulatory Burdens……………………………….. 51<br />

3.7. Workforce Development……………………….. 58<br />

3.8. Career Development…………………………….. 65<br />

3.9. Leadership Development……………………….. 71<br />

3.10. Demonstrating Value…………………………. 76<br />

4. Summary <strong>of</strong> Recommendations ………………………………. 83<br />

5. Additional Areas to Consider ……………………………………. 88<br />

6. Next Steps ……………………………………………………………….. 89<br />

7. Acknowledgments…………………………………………………….. 91<br />

8. References………………………………………………………………… 93<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

1. Executive Summary<br />

The challenges and the opportunities that confront academic rheumatology in 2012 are multidimensional<br />

and complex. Academic units strive to nurture and balance their multiple missions <strong>of</strong> research, clinical<br />

care and teaching in a rapidly changing environment in which the economic viability <strong>of</strong> rheumatology is far<br />

from secure. As the essential pipeline for the development <strong>of</strong> rheumatology practitioners in the<br />

community, issues which affect the vitality <strong>of</strong> academic rheumatology have broad implications on the<br />

viability <strong>of</strong> the greater pr<strong>of</strong>ession. The availability <strong>of</strong> a sufficiently robust academic workforce for the<br />

future, especially at the leadership level, is uncertain. At the same time the potential for transformative<br />

basic discoveries and clinical advances that lead to better prevention, treatment, and even cure <strong>of</strong> adult<br />

and pediatric rheumatic diseases has never been greater.<br />

Recognizing these challenges and opportunities, the <strong>College</strong> had the foresight to convene a timely review<br />

<strong>of</strong> the state <strong>of</strong> academic rheumatology in the US and charged this Blue Ribbon Panel with making<br />

recommendations to address the key issues.<br />

As a result <strong>of</strong> the process undertaken, the panel envisages a new future role for the <strong>College</strong> as a much<br />

closer partner <strong>of</strong> academic divisions <strong>of</strong> rheumatology. This partnership will encompass the development<br />

<strong>of</strong> tools that academic units can use to demonstrate their economic value, assess and strengthen their<br />

financial health, improve and expand training <strong>of</strong> both rheumatology fellows and mid-level providers for all<br />

<strong>of</strong> the career opportunities within the field, and enhance quality <strong>of</strong> patient care. The partnership will<br />

involve a sharper focus on advocacy related to issues critical to the future well-being <strong>of</strong> our academic<br />

rheumatology divisions. It will also include significant investments by the <strong>College</strong> and the Foundation in<br />

rheumatology career development, ongoing analyses <strong>of</strong> the effectiveness <strong>of</strong> research funding support for<br />

academic rheumatology units, and a comprehensive program <strong>of</strong> leadership development.<br />

While the charge to the task force was to focus on academic rheumatology, the panel quickly recognized<br />

that the historical lines dividing academics and various types <strong>of</strong> private practices have become increasingly<br />

blurred. In an effort to be comprehensive and include recommendations to appropriately train physicians<br />

and health pr<strong>of</strong>essionals for a variety <strong>of</strong> careers, including community practice, education, research and<br />

industry, a comprehensive review was conducted and broad-reaching recommendations are t<strong>here</strong>fore<br />

included within this report. It is anticipated that many <strong>of</strong> the recommendations contained <strong>here</strong>in will not<br />

be exclusively related to academic units; rather the expectation is that they will benefit the entire<br />

rheumatology community.<br />

This report contains a summary <strong>of</strong> the critical issues identified within academic rheumatology, across the<br />

domains <strong>of</strong> training, practice and research. Also included are specific recommendations to address these<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

issues over the short and long term. A brief summary <strong>of</strong> these issues and recommendations is included<br />

below:<br />

1. Addressing the funding crisis for rheumatic disease research and training. This is especially<br />

challenging without sufficient data to fully understand scope, trends and impact <strong>of</strong> historical<br />

underfunding and the diffusion <strong>of</strong> support for rheumatic disease and arthritis research owing to<br />

its distribution across multiple NIH centers and institutes.<br />

2. Redefining the scope <strong>of</strong> rheumatology. With an ever changing patient care landscape,<br />

rheumatology is extending its reach throughout both clinical immunology and musculoskeletal<br />

medicine, as well as other potential emerging clinical care and research domains.<br />

3. Developing research infrastructure and consortia. T<strong>here</strong> is a great need within rheumatology to<br />

support large-scale research projects, while including a broader array <strong>of</strong> stakeholders.<br />

4. Expanding our clinical data infrastructure. This issue examines how clinical data infrastructure<br />

might be expanded within rheumatology while integrating cross-disciplinary expertise.<br />

5. Addressing regulatory burdens. Burdens within both the clinical and scientific enterprise have a<br />

negative impact on our productivity as a specialty, from house <strong>of</strong>ficer duty hours to IRB<br />

congestion and duplication and burdensome reporting responsibilities.<br />

6. Development and adoption <strong>of</strong> new technologies. It is imperative that available opportunities to<br />

increase new value-driven cost effective approaches to patient care be seized, including<br />

development and adoption <strong>of</strong> new technologies, diagnostics and therapeutics.<br />

7. Workforce development and maintenance. This is necessary across all domains (training,<br />

practice and research) in order to develop an adequate supply <strong>of</strong> providers to meet current and<br />

future demands <strong>of</strong> patient care, research and education. This topic includes expansion <strong>of</strong> the<br />

quality and quantity <strong>of</strong> the physician fellowship pool, as well as the efficient incorporation <strong>of</strong><br />

health pr<strong>of</strong>essionals and doctoral level faculty into academic units.<br />

8. Career development and faculty retention within the <strong>College</strong> and within academic centers,<br />

including the use <strong>of</strong> new mechanisms that can foster academic careers and overcome bottlenecks<br />

at both early and mid-level career development stages.<br />

9. Developing future leaders within the <strong>College</strong>, the global research community, and academic<br />

centers is essential to ensure that t<strong>here</strong> is a robust pool <strong>of</strong> leaders to serve as future division<br />

chiefs, center directors, fellowship directors, clinical program directors and <strong>College</strong> leaders.<br />

10. Formally demonstrating the value (financial, scientific, clinical and educational) <strong>of</strong> academic<br />

rheumatology among departments <strong>of</strong> internal medicine and pediatrics, academic medical centers<br />

and the general public. This includes increasing awareness <strong>of</strong> the contributions <strong>of</strong> academic<br />

November 2012 3


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

rheumatology to the development <strong>of</strong> new scientific knowledge, new therapeutics, and new<br />

approaches to clinical care and education.<br />

The panel is grateful for the opportunity to present these issues and ideas to you, the leadership <strong>of</strong> the<br />

<strong>College</strong>, and feels confident these recommendations will help shape the future <strong>of</strong> rheumatology in the US.<br />

Thank you for your careful review and consideration <strong>of</strong> this report.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

2. Introduction<br />

2.1. Background<br />

In 1997 the ACR convened its first panel charged with assessing the state <strong>of</strong> academic rheumatology and<br />

recommending actions the <strong>College</strong> could take to strengthen academic rheumatology. This panel, led by<br />

former ACR President Dr. Eng Tan, presented its report to the ACR Board in February 1998. At that time,<br />

academic rheumatology research was dominated by basic science investigation, and many <strong>of</strong> these<br />

researchers were thought to be drifting away from participation in the ACR annual meeting. Recruitment <strong>of</strong><br />

new fellows into rheumatology training programs had lagged through the mid-1990’s, with more than 1/3 <strong>of</strong><br />

the available positions unfilled. The majority <strong>of</strong> fellows and applicants at that time were foreign medical<br />

graduates, and interest in a rheumatology career had waned among US medical graduates. Recent high pr<strong>of</strong>ile<br />

publications had questioned the need for an expansion <strong>of</strong> the number <strong>of</strong> clinical rheumatologists to care for<br />

individuals with rheumatic diseases. The use <strong>of</strong> biologic therapeutics was just getting started, and the full<br />

impact <strong>of</strong> this new class <strong>of</strong> medications on patients with rheumatic diseases and the clinical practice <strong>of</strong><br />

rheumatology was not yet apparent. The programs <strong>of</strong> the Foundation were small in scale and scope, and<br />

mechanisms for major infusions <strong>of</strong> funds into the Foundation did not yet exist. Most ARHP members were<br />

physical or occupational therapists, while involvement <strong>of</strong> nurse practitioners and physician assistants in the<br />

clinical practice <strong>of</strong> rheumatology was a rarity.<br />

The <strong>College</strong> has grown enormously since 1998, and in many respects the 1998 panel’s recommendations<br />

pointed the way to this growth. Their report was divided into 4 sections: research, training and education,<br />

patient care, and partnerships with the pharmaceutical industry. Some important outcomes <strong>of</strong> key<br />

recommendations include the following:<br />

<br />

<br />

Recommendations to strengthen the Foundation and to develop a mechanism for “block grants” from<br />

industry became the basis for the development <strong>of</strong> the Industry Roundtable. The IRT became the key<br />

mechanism for the exponential growth <strong>of</strong> funding and programs from 2000 on. The Foundation has<br />

played critical roles in funding training <strong>of</strong> more rheumatology fellows and supporting career<br />

development <strong>of</strong> young rheumatology researchers, including clinical and translational investigators.<br />

The importance and timeliness <strong>of</strong> the Foundation’s expansion was heightened by the concurrent<br />

contraction <strong>of</strong> other funding mechanisms for rheumatology career development. The growth <strong>of</strong> the<br />

Foundation helped to ensure that once again most available training slots were filled from a betterqualified<br />

applicant pool with an expanded representation <strong>of</strong> US medical graduates.<br />

The panel recommendation to devise a mechanism for support and cultivation <strong>of</strong> rheumatology<br />

clinician scholar educators led directly to the development <strong>of</strong> a new Clinician Scholar Educator Award,<br />

which has contributed to career development and retention <strong>of</strong> an important subset <strong>of</strong> academic<br />

November 2012 5


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

<br />

rheumatology faculty. Fifty-five notable scholars across the US have received support from this<br />

program since its inception in 2000.<br />

The panel recommendation to re-structure the annual meeting into distinct modules that would<br />

appeal to either researchers or clinicians, while not fully implemented, led to the creation <strong>of</strong> the highly<br />

successful basic and then clinical research conferences that precede the annual meeting. These<br />

conferences have helped to augment participation <strong>of</strong> researchers in the annual meeting, which has<br />

grown considerably over the past 14 years. In addition, the meeting has evolved over time to include<br />

specialized tracks for clinicians, educators, researchers, etc.<br />

The panel recommended development <strong>of</strong> training standards for fellowship programs, and this has<br />

been addressed by creation <strong>of</strong> a core curriculum and an in-training examination. Much more support<br />

is now available for fellows to participate in pr<strong>of</strong>essional meetings, and these programs have become a<br />

funding priority for the <strong>College</strong>.<br />

The report also anticipated expansion <strong>of</strong> translational research, the need for specialized training in clinical<br />

research, development <strong>of</strong> disease-specific databases, new NIH grant mechanisms that allowed co-principal<br />

investigators, and expansion <strong>of</strong> research in pediatric rheumatology. A recommendation for increased ties to<br />

pr<strong>of</strong>essional organizations in orthopedics and rehabilitation medicine came to modest fruition in the <strong>College</strong>’s<br />

participation in activities <strong>of</strong> the US Bone and Joint Initiative, including participation <strong>of</strong> several ACR members in<br />

the Young Investigators Workshop, a valuable training program for early career researchers. In addition, the<br />

<strong>College</strong> recently joined the Council for Medical Specialty Societies, which presents new opportunities to work<br />

with other pr<strong>of</strong>essional medical organizations.<br />

Some panel recommendations were not implemented. These included transfer <strong>of</strong> Arthritis and Rheumatism<br />

to the Foundation and a major expansion <strong>of</strong> joint programs with the Arthritis Foundation to support<br />

rheumatology research.<br />

Notably, other topics that have become important to academic rheumatology in recent years were not<br />

considered by the 1997-98 panel, including the changing spectrum <strong>of</strong> diseases in academic rheumatology<br />

practice, the major impact <strong>of</strong> regulatory expansion, use <strong>of</strong> advanced imaging techniques in the rheumatology<br />

clinic, the expanding roles <strong>of</strong> nurse practitioners and physician assistants in rheumatology patient care, and<br />

the impact <strong>of</strong> genetics, systems biology and other new technologies on the rheumatology research agenda.<br />

In summary, the recommendations <strong>of</strong> the 1998 panel were followed, in several key areas, by subsequent bold<br />

initiatives by the <strong>College</strong> that have been remarkably successful. Since then, new sets <strong>of</strong> challenges and<br />

opportunities have arisen that again require fresh analysis and innovative approaches.<br />

In response to the need to review the current state <strong>of</strong> academic rheumatology, the ACR President convened a<br />

second Blue Ribbon Panel in December 2011, reporting directly to the Executive Committee. This panel was<br />

charged with assessing the current state <strong>of</strong> academic rheumatology in the US and making SMART (Specific,<br />

November 2012 6


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

Measurable, Attainable, Relevant and Timely) recommendations to ensure its success in the future. This panel<br />

was created based on the model established by ACR past President Dr. William Koopman, who convened the<br />

first such panel in 1997.<br />

2.2. Scope <strong>of</strong> Work<br />

With the agreement <strong>of</strong> the Executive Committee, the panel defined the scope <strong>of</strong> work for this activity around<br />

three priority domains: training, practice and research. After more than a decade <strong>of</strong> progress, it was felt to be<br />

critical to carefully evaluate each <strong>of</strong> these domains. Notably, practice issues were perceived to be increasingly<br />

important to consider as clinical care models continue to evolve, the impact <strong>of</strong> healthcare legislation emerges<br />

and academic divisions rely more heavily on clinical income relative to research grants and hard money<br />

sources. In addition, funding sources for all <strong>of</strong> the activities <strong>of</strong> rheumatology divisions across the country are<br />

under increasing pressures. This situation has greatly impacted our pr<strong>of</strong>ession in many ways, and in order to<br />

plan for the future, it was considered essential by the panel to collect additional real-time data on the effects<br />

<strong>of</strong> the changing landscape that would allow the group to make proactive rather than reactive<br />

recommendations. While the primary focus <strong>of</strong> this report is academic rheumatology, the panel has included<br />

some recommendations which are purposefully broad-reaching. It is anticipated that many <strong>of</strong> the<br />

recommendations contained <strong>here</strong>in will not be exclusive to academic units, and will benefit the entire<br />

rheumatology community.<br />

2.3. Goals<br />

The primary goal <strong>of</strong> the panel was to deliver a report containing a set <strong>of</strong> SMART (Specific, Measurable,<br />

Attainable, Relevant and Timely) recommendations designed to help ensure the future success <strong>of</strong> academic<br />

rheumatology. In<strong>here</strong>ntly, many <strong>of</strong> the recommendations may benefit the entire rheumatology community.<br />

Secondary goals included establishing improved procedures for data collection and analysis, assessing staff<br />

and volunteer needs in the areas examined, ensuring that the ACR itself follows best practices in its activities,<br />

and programs relevant to academic rheumatology, and encouraging member participation and engagement in<br />

the work <strong>of</strong> this panel.<br />

2.4. Timeline<br />

The work <strong>of</strong> this panel was completed over a period <strong>of</strong> 10 months, from January through November 2012. The<br />

panel was assembled between December 2011 and January 2012, with a primary goal <strong>of</strong> including members<br />

from a wide variety <strong>of</strong> backgrounds within the organization. The panel also included representatives from key<br />

committees. The first conference call was held on January 20, 2012. The data acquisition and analysis process<br />

was completed between January and March, with data discs distributed to the panel members in advance <strong>of</strong> a<br />

comprehensive webinar held on March 5 during which the group further defined the scope <strong>of</strong> work for the<br />

panel and conducted an interactive review <strong>of</strong> the available resources. Analyses <strong>of</strong> the strengths, weaknesses,<br />

November 2012 7


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

opportunities and threats within each domain (training, practice and research) were then conducted between<br />

March and April, and these SWOT analyses were presented and discussed at the panel’s first face-to-face<br />

meeting on April 27 in Chicago. From t<strong>here</strong>, critical issues were identified and comments were sought from<br />

the membership between May and July. Over the summer (June through August), the panel drafted<br />

specification reports for each <strong>of</strong> the top ten issues, with specific recommendations created for each issue. The<br />

specification reports and recommendations were discussed at the second face-to-face meeting on August 3.<br />

The co-chairs then drafted the final report which was shared with the panel and refined during September and<br />

October. The final report will be shared with the ACR Board <strong>of</strong> Directors, along with a presentation <strong>of</strong> the<br />

recommended actions at the Board <strong>of</strong> Directors Meeting in conjunction with the Annual Meeting, November<br />

10, 2012. A detailed project timeline is included below.<br />

Detailed Project Timeline: 2012<br />

Jan 9<br />

Jan 20<br />

Wk Mar 5<br />

Wk Mar 14<br />

Mar – Apr 15<br />

Wk Apr 9<br />

Apr 27<br />

May 18<br />

May 24<br />

Wk June 25<br />

Jun 25 – Jul 20<br />

July 16<br />

Wk July 20<br />

August 3<br />

Wk Sep 10<br />

Wk Oct 1<br />

Wk Oct 22<br />

Confirmation <strong>of</strong> participants; scheduling <strong>of</strong> first group conference call<br />

Conference call to discuss charge and data collection/analysis process<br />

Conference call to review results <strong>of</strong> assignments; define domains<br />

Sub-group conference calls to discuss SWOT analysis areas to address<br />

Sub-groups complete SWOT analysis tables per assignments<br />

Sub-group conference calls to finalize SWOT analysis tables<br />

Face-to-face meeting to review SWOT analyses in each domain<br />

Critical issues presented to ACR Board <strong>of</strong> Directors<br />

Conference call to finalize list <strong>of</strong> critical issues<br />

Critical issues posted online for comment from membership<br />

New discs with additional background data provided<br />

Domain conference calls to discuss potential solutions to top ten issues<br />

Groups complete specification reports for assigned critical issues<br />

Comments from membership on critical issues due; distributed to panel<br />

Conference call to prepare presentations for August meeting<br />

Face-to-face meeting to present and discuss recommendations<br />

Panel members review draft <strong>of</strong> final report<br />

Panel members review final draft <strong>of</strong> final report<br />

Conference call to discuss presentation <strong>of</strong> recommendations<br />

November 2012 8


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

2.5. Methodology<br />

In order to develop a set <strong>of</strong> SMART recommendations, the panel engaged in strategic planning exercises and<br />

implemented methodology commonly used in strategic planning in order to: 1) analyze the current state <strong>of</strong><br />

academic rheumatology in the US; 2) set strategic directions and goals to ensure its success in the future; and<br />

3) develop an action plan with projected benchmarks and outcomes to ensure that these goals are met and to<br />

maintain accountability.<br />

The panel was carefully constructed to include representatives from a variety <strong>of</strong> constituent groups within the<br />

academic rheumatology community, including academic clinical practice, pediatrics, basic science, clinical<br />

investigation, health information technology, training programs, and ARHP members. The nature <strong>of</strong> the<br />

process was highly collaborative with input solicited from a variety <strong>of</strong> ACR committees as well as the<br />

membership at large. Each member was highly engaged in the work <strong>of</strong> the panel, taking leadership roles at<br />

various points throughout the process.<br />

The work <strong>of</strong> the panel was extensive. Overall, the panel engaged in over 20 conference calls including full<br />

panel, domain sub-group and issue team calls. In addition, the group convened 2 face-to-face meetings with<br />

participation <strong>of</strong> each panel member at one or both meetings. Notes from each call and meeting were carefully<br />

recorded and distributed to members <strong>of</strong> the panel for further review and comment after each meeting to<br />

ensure quality control <strong>of</strong> meeting outcomes. Over 200 reference materials were reviewed by the group in<br />

order to generate the 28 pages <strong>of</strong> SWOT analyses. From these analyses, the group identified the top ten issues<br />

most critical to academic rheumatology. These issues were shared with the membership online along with a<br />

call for comments. This call produced 12 pages <strong>of</strong> comments (N=16) which were reviewed by the panel, and<br />

addressed in their detailed specification reports written to address each <strong>of</strong> the issues. In preparation for this<br />

final report, 68 pages <strong>of</strong> specification reports were prepared and reviewed to consider in depth the details and<br />

potential solutions around each <strong>of</strong> the top ten issues.<br />

2.5.1. Data Collection<br />

A period <strong>of</strong> data acquisition took place between January and March 2012, including data requests from<br />

internal committees, councils and departments, as well as external groups (both private and public funding<br />

agencies) named below. Additional data was acquired as it became available during the remainder <strong>of</strong> the<br />

process. Of the sixteen external organizations the panel reached out to, eleven responded favorably and<br />

provided the requested data. This represents a 69% response rate, which the panel viewed as very good.<br />

November 2012 9


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

The following organizations, committees and councils were invited to provide data and input into this<br />

important process (those marked with an asterisk contributed requested information or data):<br />

1. Alliance for Lupus Research*<br />

2. <strong>American</strong> Autoimmune Related Diseases<br />

Association*<br />

3. Arthritis Foundation *<br />

4. Arthritis National Research Foundation*<br />

5. Autoimmunity Centers <strong>of</strong> Excellence*<br />

6. Crohn's and Colitis Foundation*<br />

7. Department <strong>of</strong> Defense<br />

8. Immune Tolerance Network<br />

9. Lupus Foundation <strong>of</strong> America*<br />

10. Lupus Research Institute<br />

11. National Institutes <strong>of</strong> Health<br />

12. National Psoriasis Foundation*<br />

13. Patient-Centered Outcomes Research<br />

Institute<br />

14. Scleroderma Foundation*<br />

15. Sjogren’s Syndrome Foundation *<br />

16. Vasculitis Foundation*<br />

17. ACR Committee on Education*<br />

18. ACR Committee on Rheumatologic Care*<br />

19. ACR Government Affairs Committee*<br />

20. ACR Quality <strong>of</strong> Care Committee *<br />

During the panel’s March 5 webinar, the panel reviewed the ACR’s current functions, projects, programs and<br />

activities, as well as available resources and data, in order to establish a baseline level <strong>of</strong> knowledge amongst<br />

the group on current activities. The three priority domains were also identified and panel member<br />

assignments shared with the group. Next, each <strong>of</strong> the domain sub-groups held conference calls to conduct<br />

SWOT analyses in each domain.<br />

2.5.2. Data Analysis<br />

The panel conducted a comprehensive scan <strong>of</strong> the academic rheumatology environment in the US, across all<br />

three domains (training, practice and research). After careful consideration and discussion <strong>of</strong> the strengths,<br />

weaknesses, opportunities and threats (thus the SWOT acronym for this activity) regarding the state <strong>of</strong><br />

academic rheumatology in the US, the panel conducted a detailed analysis to look at the various driving forces<br />

in the environment, for example, increasing competition, changing demographics, etc.<br />

Within each domain, specific areas to address were identified and then run through the analysis. The areas<br />

identified included the trainee pipeline, support for junior faculty, the role <strong>of</strong> committees and councils,<br />

strategic partnerships with external organizations, efficacy and outcomes <strong>of</strong> <strong>College</strong> and Foundation<br />

programs, funding availability and trends, the role <strong>of</strong> registries and research consortia, infrastructure support,<br />

recruitment, non-physician workforce development, scope <strong>of</strong> practice, demonstrating value, clinical income,<br />

practice efficiency, and leadership development.<br />

Panel members reviewed hundreds <strong>of</strong> reference materials in order to generate 28 pages <strong>of</strong> SWOT analyses<br />

written between March 15 and April 15. The completed analyses were presented and discussed at the panel’s<br />

first face-to-face meeting, held April 27 in conjunction with the State <strong>of</strong> the Art Clinical Symposium. At this<br />

November 2012 10


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

meeting, the panel carefully reviewed the analyses from each domain and began to discuss some <strong>of</strong> the<br />

common themes that emerged from each <strong>of</strong> the groups (training, practice and research).<br />

2.5.3. Identification <strong>of</strong> Critical Issues<br />

In order to further evaluate the SWOT analyses during the April 27 meeting, and begin to identify the issues<br />

most critical to academic rheumatology, members <strong>of</strong> the panel were assigned to three random think-tank<br />

groups to brainstorm independently what issues and themes from the analyses were the most critical and<br />

highest priority to be addressed by this group.<br />

After the brainstorming session, each <strong>of</strong> the groups presented their ‘top ten’ issues to the entire panel. A total<br />

<strong>of</strong> 18 unique issues were identified by the three groups. Each issue was carefully considered and discussed by<br />

the panel, with great effort made to prioritize the most critical issues, as well as consolidate several similar<br />

and overlapping issues, resulting in a final list <strong>of</strong> the top ten issues most critical to academic rheumatology.<br />

After careful review <strong>of</strong> the list by the members <strong>of</strong> the panel with feedback and recommended language<br />

changes to descriptions, the list was shared with the ACR leadership and membership with a call to submit<br />

comments. Comments were due July 16, 2012 and were shared with the members <strong>of</strong> the panel. The call for<br />

comments produced 12 pages <strong>of</strong> comments (N=16) which were reviewed by the panel, and addressed in their<br />

discussion <strong>of</strong> the potential solutions.<br />

2.5.4. Potential Solutions<br />

In order to prepare the panel to complete their specification reports, a series <strong>of</strong> conference calls and many e-<br />

mail exchanges were held with the panel Co-Chairs and each <strong>of</strong> the domain groups (training, practice and<br />

research). The purpose <strong>of</strong> these calls was to 1) review the resources available on the data discs relevant to<br />

each issue and solution; 2) define the format for the recommended solutions, goals and objectives to be<br />

contained in the specification reports; and 3) discuss potential solutions to the issues identified within each<br />

domain.<br />

2.5.5. Specification Reports<br />

In order to begin to craft specific conclusions about what must be done to address the major issues and<br />

opportunities facing the organization, the panel first needed to identify the strategic goals to correspond with<br />

each <strong>of</strong> the top ten issues.<br />

To accomplish this task, ten panel members were appointed as team leaders, each responsible for writing<br />

specification reports for one <strong>of</strong> the ten critical issues detailing the background <strong>of</strong> the issue, the goal or<br />

objective that would address the issue, a statement <strong>of</strong> the strategy or tactics to accomplish the goal, and a<br />

November 2012 11


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

summary <strong>of</strong> the resources that may be required to achieve the goal. Each panel member participated in 2-3<br />

issue groups, either as a leader or member. In order to be effective, these goals were designed and worded as<br />

much as possible to be specific, measurable, attainable to those working to achieve the goals, realistic, and<br />

timely (thus the acronym SMART).<br />

The panel reviewed over 200 reference materials, including comments from the membership and input from<br />

several committees and councils, in order to write informed reports. In total, 68 pages <strong>of</strong> specification reports<br />

were prepared and reviewed by the panel. These reports carefully lay out how the strategic goals<br />

recommended by the panel may be accomplished. Each objective is associated with methods needed to reach<br />

the objective. The reports also specify resources and responsibilities for each objective, noting what<br />

organizational resources may be required, and/or who would be responsible for executing the strategies to<br />

achieve the goals.<br />

The final report, encompassing all <strong>of</strong> the background and issues from the individual components prepared<br />

during the 10 month efforts by the panel, was initially constructed by ACR staff member Mary Wheatley and<br />

the two Co-Chairs, Drs. Holers and Fox, who also wrote and reviewed additional background and linking<br />

sections for the document. After a final review by the entire Panel, this current version <strong>of</strong> the document was<br />

completed by the three individuals and approved by the Co-Chairs for submission to the Executive Committee.<br />

Notably, because the panel understands that individual sections will likely be reviewed by readers outside the<br />

context <strong>of</strong> the entire document, t<strong>here</strong> is some duplication, and re-referencing, <strong>of</strong> background material and<br />

recommendations w<strong>here</strong> it was thought to be essential for better understanding <strong>of</strong> the individual issues. In<br />

addition, the panel recognizes that many <strong>of</strong> the issues that have been identified are currently being addressed<br />

within the <strong>College</strong>; the intent <strong>of</strong> highlighting these areas, in addition to new recommendations, is to assure<br />

that the entire <strong>College</strong> is aware <strong>of</strong> the importance to academic rheumatology <strong>of</strong> these ongoing efforts and<br />

that the programs continue with high priority.<br />

2.5.6. Recommendations<br />

In order to carefully evaluate areas <strong>of</strong> complement and overlap, and develop a final list <strong>of</strong> recommendations,<br />

the panel held a face-to-face meeting in Atlanta on August 3 to review their resources, including the<br />

previously completed environmental scan and SWOT analyses, as well as their recently completed<br />

specification reports. Each team leader presented their team’s specification report which addressed their<br />

assigned issue(s), and each recommendation was carefully considered and discussed by the group. The group<br />

also discussed priorities and timelines for the goals identified in the meeting. The recommendations are<br />

included in Section 3 and summarized in Section 4 <strong>of</strong> this report.<br />

November 2012 12


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

2.6. Glossary<br />

Terms and acronyms used in this report are listed below with their definitions, in alphabetical order<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

A&R: Arthritis and Rheumatism, one <strong>of</strong> two<br />

journals published by the ACR<br />

AAHC: Association <strong>of</strong> Academic Health<br />

Centers<br />

AAMC: Association <strong>of</strong> <strong>American</strong> Medical<br />

<strong>College</strong>s<br />

ABIM: <strong>American</strong> Board <strong>of</strong> Internal Medicine<br />

AC&R: Arthritis Care and Research, one <strong>of</strong><br />

two journals published by the ACR.<br />

ACGME: The Accreditation Council for<br />

Graduate Medical Education<br />

ACTS: NIH Arthritis, Connective Tissue and<br />

Skin Study Section<br />

AF: Arthritis Foundation<br />

AMIGO: ACR/CARRA Mentoring Interest<br />

Group<br />

APN: Advanced Practice Nurse<br />

ARHP: Association <strong>of</strong> <strong>Rheumatology</strong> Health<br />

Pr<strong>of</strong>essionals, a division <strong>of</strong> the ACR<br />

CARRA: Childhood Arthritis &<br />

<strong>Rheumatology</strong> Research Alliance<br />

CDC: Centers for Disease Control and<br />

Prevention<br />

CJP: ACR Committee on Journal Publications<br />

CMS: Center for Medicare and Medicaid<br />

Services<br />

COE: ACR Committee on Education<br />

COI: Conflict <strong>of</strong> interest<br />

COR: ACR Committee on Research<br />

CORC: ACR Committee on Rheumatologic<br />

Care<br />

COTW: ACR Committee on Training and<br />

Workforce Issues<br />

<br />

<br />

<br />

<br />

<br />

<br />

CQM: Clinical quality measures<br />

CSR: NIH Center for Scientific Review<br />

CTSA: NIH clinical and translational science<br />

awards<br />

DMARD: Disease modifying anti-rheumatic<br />

drug<br />

DORTP: Directors <strong>of</strong> <strong>Rheumatology</strong> Training<br />

Programs<br />

EHR: Electronic Health Records, also<br />

referred to as EMR: Electronic Medical<br />

Records<br />

F grants: NIH fellowship grants (e.g., F32)<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

FDA: Food and Drug Administration<br />

FDP: Federal Demonstration Partnership<br />

Foundation: Refers to the <strong>Rheumatology</strong><br />

Research Foundation (formerly the<br />

<strong>American</strong> <strong>College</strong> <strong>of</strong> <strong>Rheumatology</strong><br />

Research and Education Foundation)<br />

effective November 10, 2012<br />

GAC: ACR Government Affairs Committee<br />

HEDIS: The Healthcare Effectiveness Data<br />

and Information Set<br />

HIPAA: The Health Insurance Portability and<br />

Accountability Act<br />

HP: Health pr<strong>of</strong>essionals<br />

IACUC: The Institutional Animal Care and<br />

Use Committee<br />

IMG: International Medical Graduate<br />

IRB: Institutional Review Board<br />

IRT: Industry Roundtable, now the<br />

Corporate Roundtable<br />

K awards: NIH mentored research training<br />

grant (e.g., K08, K23)<br />

November 2012 13


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

<br />

MLP: Mid-level providers such as Nurse<br />

Practitioners and Physician Assistants<br />

MSUS: Musculoskeletal ultrasound<br />

<br />

<br />

RA: Rheumatoid Arthritis<br />

RC-IM: Residency Review Committee for<br />

Internal Medicine<br />

<br />

NAS: New accreditation system<br />

<br />

RCR: <strong>Rheumatology</strong> Clinical Registry<br />

<br />

NBME: National Board <strong>of</strong> Medical<br />

Examiners<br />

<br />

<br />

REDCap: Research electronic data capture<br />

RFA: Request for applications<br />

<br />

NIAID: National Institute <strong>of</strong> Allergy and<br />

Infectious Diseases<br />

<br />

RHIT: ACR Committee on Registries and<br />

Health Information Technology<br />

<br />

NIAMS: National Institute <strong>of</strong> Arthritis and<br />

Musculoskeletal and Skin Diseases<br />

<br />

RISE: <strong>Rheumatology</strong> Information Systems<br />

for Effectiveness<br />

<br />

<br />

NIH: National Institutes <strong>of</strong> Health<br />

NP: Nurse practitioner<br />

<br />

SAC: <strong>Rheumatology</strong> Research Foundation<br />

Scientific Advisory Council<br />

<br />

NSF: National Science Foundation<br />

<br />

SLE: Systemic Lupus Erythematosus<br />

<br />

<br />

OA Initiative: The Osteoarthritis Initiative, a<br />

multicenter, longitudinal, prospective<br />

observational study <strong>of</strong> knee osteoarthritis,<br />

funded in partnership between the NIH and<br />

private sources.<br />

OA: Osteoarthritis<br />

<br />

<br />

<br />

SMART: Specific, Measurable, Attainable,<br />

Relevant and Timely<br />

SSc: Systemic sclerosis, also known as<br />

scleroderma<br />

STTR: Small business technology transfer<br />

grant program through the NIH<br />

<br />

OOPD: Office <strong>of</strong> Orphan Product<br />

Development<br />

<br />

SWOT: Analysis <strong>of</strong> Strengths, Weaknesses,<br />

Opportunities and Threats<br />

<br />

<br />

PA: Physician Assistant<br />

PCORI: Patient Centered Outcomes<br />

Research Institute<br />

<br />

<br />

T grants: NIH training grant mechanisms<br />

(e.g., T32)<br />

TNF: tumor necrosis factor<br />

<br />

<br />

PHS: US Public Health Service<br />

PIM: Performance improvement module<br />

<br />

TR: The Rheumatologist, the ACR's monthly<br />

magazine<br />

<br />

<br />

PQRS: Physician Quality Reporting System<br />

PR: Public relations<br />

<br />

U grants: NIH research project cooperative<br />

agreement funding mechanism (e.g., U01)<br />

<br />

QOC: ACR Quality <strong>of</strong> Care Committee<br />

<br />

VA: Veteran’s Administration<br />

<br />

R grants: NIH research projects grants (e.g.,<br />

R01)<br />

<br />

VCRC: Vasculitis Clinical Research<br />

Consortium<br />

November 2012 14


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3. Critical Issues and Recommendations<br />

This report focuses on the delineation <strong>of</strong> these challenges and opportunities, and on recommendations for<br />

actions to address these issues. The panel believes the <strong>College</strong> is a healthy and effective organization, and<br />

is not recommending any major overhauls <strong>of</strong> current survival and core functions <strong>of</strong> the <strong>College</strong>.<br />

As a result <strong>of</strong> the process undertaken, the panel envisages a new future role for the <strong>College</strong> as a true<br />

partner with divisions <strong>of</strong> rheumatology. This partnership will encompass the development <strong>of</strong> tools that<br />

academic units can use to demonstrate their economic value, assess their financial health, improve and<br />

expand training <strong>of</strong> both rheumatology fellows and mid-level providers for all <strong>of</strong> the career opportunities<br />

within the field, and enhance quality <strong>of</strong> patient care.<br />

The partnership will involve a sharper focus on advocacy related to issues critical to the future well-being<br />

<strong>of</strong> our academic rheumatology divisions. It will include an expansion <strong>of</strong> the investment <strong>of</strong> both the <strong>College</strong><br />

and the Foundation in rheumatology career development, extending well beyond the level <strong>of</strong> fellowship<br />

training to include nurturing <strong>of</strong> junior faculty and a comprehensive program <strong>of</strong> leadership development.<br />

While no major structural changes are recommended, it is expected that two enhancements will be<br />

required: first, an expansion <strong>of</strong> the role <strong>of</strong> the Nominations Committee to include a broadening <strong>of</strong><br />

volunteer recruitment efforts and a proactive program <strong>of</strong> leadership development and evaluation; and,<br />

second, creation <strong>of</strong> a new entity within the <strong>College</strong>, an association <strong>of</strong> chiefs <strong>of</strong> divisions <strong>of</strong> rheumatology.<br />

The following sections delineate, issue by issue, the ten salient areas <strong>of</strong> challenge and opportunity that the<br />

panel has identified, along with our specific recommendations for action to address each <strong>of</strong> these issues.<br />

November 2012 15


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3.1. Crisis in funding for rheumatic disease research and research training, in the context <strong>of</strong> lack <strong>of</strong><br />

sufficient data to fully understand the scope, trends and impact <strong>of</strong> historical underfunding; diffusion<br />

across multiple NIH institutes <strong>of</strong> rheumatic disease and arthritis research funding; and opportunities<br />

to enhance research support across multiple institutes <strong>of</strong> the NIH and other agencies and<br />

foundations, in view <strong>of</strong> expansion <strong>of</strong> the clinical scope <strong>of</strong> rheumatology<br />

3.1.1. Background and Rationale<br />

<br />

<br />

<br />

<br />

T<strong>here</strong> are an increasing number <strong>of</strong> opportunities for meaningful and innovative research in rheumatic<br />

diseases. Through substantial effort, the <strong>College</strong> has defined a broad-reaching research agenda that is<br />

relevant to the academic rheumatology community 1 . Because <strong>of</strong> this, problems within academic<br />

rheumatology are not related to a lack <strong>of</strong> opportunity for meaningful research but rather to difficulties<br />

in supporting and maintaining these endeavors in the current and future funding climate.<br />

T<strong>here</strong> are no study sections in which the majority <strong>of</strong> reviewers are expert in rheumatic disease<br />

research, especially in areas <strong>of</strong> clinical research. In particular, many substantive concerns exist with<br />

regard to the ability <strong>of</strong> the ACTS study section 2 , w<strong>here</strong> a large majority <strong>of</strong> rheumatology translational<br />

and clinical research is reviewed, to provide a sufficiently informed review in an equitable manner that<br />

allows the best proposals to achieve funding. Because <strong>of</strong> this situation, which is longstanding and<br />

multi-factorial in origin, coupled with the diffusion <strong>of</strong> areas <strong>of</strong> rheumatic disease research across many<br />

other study sections, t<strong>here</strong> is a substantial concern that t<strong>here</strong> are insufficient opportunities for<br />

rheumatic disease researchers, especially those focused on clinical research, to achieve balanced<br />

reviews and scoring by fully knowledgeable reviewers.<br />

Although the majority <strong>of</strong> rheumatic disease research is funded through NIAMS and NIAID, the scope <strong>of</strong><br />

the disease process in patients encompasses many target organs and pathologic processes, and thus<br />

reaches across many NIH institutes and a wide variety <strong>of</strong> research-minded lay organizations.<br />

The Blue Ribbon Panel has been unable to acquire, despite substantial internal efforts and requests to<br />

the NIH through open records access mechanisms, data with regard to funding levels for ACR members<br />

from the NIH inclusive <strong>of</strong> R, U and other types <strong>of</strong> competing grant awards. It is also not known what<br />

has been the impact <strong>of</strong> new Director’s Office grants on funding <strong>of</strong> academic rheumatologists, and t<strong>here</strong><br />

is no quantitative understanding <strong>of</strong> the impact <strong>of</strong> the NIH CTSA funding mechanisms on rheumatic<br />

disease research. In addition, it is not known what proportion <strong>of</strong> research within the NIH intramural<br />

program is focused on rheumatic disease research that is relevant to academic rheumatology. Because<br />

<strong>of</strong> this lack <strong>of</strong> robust data, t<strong>here</strong> is a lack <strong>of</strong> an understanding <strong>of</strong> the scope <strong>of</strong> the funding problem<br />

within academic rheumatology as it pertains to NIAMS and NIAID, the two primary institutes funding<br />

rheumatic disease research, and the impact <strong>of</strong> diffusion across multiple NIH institutes <strong>of</strong> support for<br />

research in academic rheumatology units. In addition, it is not clear what proportion <strong>of</strong> recent trends<br />

are positive or negative, and to what magnitude. Without acquiring these data in a continuous manner<br />

November 2012 16


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

to analyze funding trends, it is increasingly difficult to identify and pursue the most relevant and<br />

impactful approaches to improving the academic rheumatology funding status.<br />

Several studies have pointed to the impending shortage <strong>of</strong> clinical rheumatologists based on<br />

demographics <strong>of</strong> the current workforce 3,4 (age distribution, gender trends) and impending retirements<br />

<strong>of</strong> a large segment <strong>of</strong> the work force 5 and t<strong>here</strong> are a substantial number <strong>of</strong> insightful academic<br />

benchmark data as “snapshots” that have been recently acquired with recommendations for continued<br />

analysis and specific projects 6,7 . However, many <strong>of</strong> the recommendations have not yet been acted<br />

upon, and t<strong>here</strong> is as yet little quantitative understanding <strong>of</strong> the expected impact over the next decade<br />

<strong>of</strong> these demographic factors on the academic rheumatology community. T<strong>here</strong> is also little<br />

understanding <strong>of</strong> whether the private practice, clinical care, and research workforce pipelines are<br />

restricted by the relatively small size <strong>of</strong> the academic work force. T<strong>here</strong>fore, t<strong>here</strong> is not a complete<br />

understanding <strong>of</strong> what specific actions should be taken to maintain, and to build, the academic training<br />

environment through which both our<br />

clinicians and research intensive members<br />

must be initially recruited and then pass<br />

through to their next career stages.<br />

<br />

Estimates <strong>of</strong> funding within the NIH in<br />

aggregate for “arthritis research” from 2008-<br />

2012 have been $232M, $246M, $239M,<br />

$231M, and $225M 8 .T<strong>here</strong>fore, despite the<br />

flat NIH budget, total funding for research<br />

defined as “arthritis” is dropping, and the<br />

effect <strong>of</strong> that change on research capabilities<br />

is additionally magnified by inflation and<br />

mandated salary increases. T<strong>here</strong> also<br />

remain substantial differences in research<br />

support for rheumatic diseases relative to<br />

other conditions. For example, in 2010 the amount <strong>of</strong> research support for RA was


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

<br />

development grants. The T32 success rate for renewals at NIAMS was 50% in 2010 and 36.8% in 2011<br />

and 67.9% versus 50% for NIAID, respectively, resulting in several major academic programs losing<br />

funding either transiently or permanently 11 . Finally, the NIH has also recently decreased the salary cap<br />

by $20,000 on support from grants, to below the current salary <strong>of</strong> many senior academic rheumatology<br />

MD scientists, and alternative funding sources are decreasing in level at the same time. The possible<br />

effect <strong>of</strong> budget reconciliation (mandated cuts to NIH, Medicare and Defense agreed upon by the US<br />

Congress in 2011) is unknown, but estimates that the total NIH budget will be reduced by a substantial<br />

percentage portend additional reductions in research support for established and new investigators,<br />

dramatically worsening the funding crisis. As shown in figure 1, overall funding for rheumatology<br />

investigators has declined significantly over the past three years.<br />

One example <strong>of</strong> successful innovative partnerships with the NIH is provided by the bridge funding<br />

mechanism for rheumatology trainees and early stage faculty members, which has been supported<br />

through a new <strong>Rheumatology</strong> Research Foundation program (co-funded with the Arthritis Foundation).<br />

Funding has been provided for 17 recipients to date. Of the 12 who have finished their year <strong>of</strong> bridge<br />

funding, 11 have subsequently received an NIH K Award. The Foundation invested $805,938.24, which<br />

resulted in over $5.8 Million in NIH support 12 .<br />

Total <strong>Rheumatology</strong> Research Foundation funding to ACR members for the support <strong>of</strong> research and<br />

research training has had a rapidly increasing positive impact on academic rheumatology 12 . Since 1985,<br />

the Foundation has committed over $70 million in support through 2,000+ awards and grants. In 2011,<br />

the Foundation disbursed funds to over 200 individuals and institutions for a total commitment <strong>of</strong> $8M.<br />

In 2012-2013, the Foundation is expected to fund up to $22M in rheumatology awards and grants. The<br />

Foundation’s Within Our Reach program (funding $30M in grants) has resulted in subsequent NIH grant<br />

support <strong>of</strong> at least $59M by WOR grant recipients, indicating a substantial return on investment. More<br />

than 75% <strong>of</strong> career development awardees have received subsequent external funding 13 . The<br />

reorganization <strong>of</strong> the portfolio in 2008 to focus on protected time in early career development has<br />

resulted in 83% retention <strong>of</strong> funded individuals in academic medicine, 77% <strong>of</strong> whom received<br />

additional funding, reflecting an increase in the overall academic success rate <strong>of</strong> individuals<br />

supported 12 .<br />

November 2012 18


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

As shown in figure 2, additional<br />

important research support has been<br />

provided by private funding agencies,<br />

which have contributed at least $95M<br />

to funding ACR members from 2006-<br />

2011 14 .<br />

T<strong>here</strong> are several reports and<br />

ongoing efforts by other organizations<br />

that address the crisis in research<br />

funding and the decline in the relative<br />

impact and status <strong>of</strong> research in the US<br />

as compared to global competitors 15 .<br />

These reports focus on growing<br />

problems in basic, translational and<br />

clinical research, as well as in training<br />

efforts. Thus, t<strong>here</strong> are many potential<br />

partners with which the <strong>College</strong> could<br />

interact when addressing these issues, potentially increasing the impact <strong>of</strong> these efforts.<br />

Figure 2. Private funding for rheumatology research, by % total private research<br />

dollars awarded to ACR/ARHP members for the period FY 2006-2011 and<br />

includes only agencies who responded to the request for information.<br />

<br />

<br />

<br />

<br />

As the amount <strong>of</strong> funding being directed to Research and Development within pharmaceutical<br />

companies steadily decreases, and leadership within these companies looks to academic medicine to<br />

replace those efforts, t<strong>here</strong> are increasing opportunities for scientists within academic rheumatology<br />

to develop new and innovative industry partnerships.<br />

PhD scientists who pursue basic research are increasingly being asked by funding agencies to provide<br />

authentic clinical relevance to their proposed projects.<br />

Graduate level trainees in the United States increasingly originate from non-US countries and are <strong>of</strong>ten<br />

among the best and brightest from these countries. Policies to retain these individuals within the US<br />

work force, rather than to encourage their return to their home countries, are being proposed by<br />

several pr<strong>of</strong>essional groups as a means to improve the quality and scientific impact <strong>of</strong> the US academic<br />

faculty scientific pipeline 15 .<br />

The “science” <strong>of</strong> rheumatic disease is rapidly expanding, leading to new research and clinical care<br />

opportunities in a broad array <strong>of</strong> disciplines. These areas include immunotherapeutics, autoimmunity,<br />

bone biology, osteoimmunology, pulmonary biology, mucosal immunology, pain medicine,<br />

musculoskeletal ultrasound imaging and many others. This expansion provides new opportunities for<br />

sub-specialization within rheumatology, a process which will also likely draw new individuals into the<br />

field <strong>of</strong> rheumatic disease research and clinical care.<br />

November 2012 19


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3.1.2. Recommendations: Funding<br />

3.1.2.1. Develop a method and schedule to acquire and analyze in real time sufficient levels <strong>of</strong><br />

serial data to provide informed recommendations regarding strategies to improve<br />

funding within academic rheumatology<br />

• Specific: This recommendation targets the information gap, especially with regard to real time data<br />

that can be tracked longitudinally, and allows for more meaningful analyses <strong>of</strong> the effects <strong>of</strong> future<br />

interventions. The goal would be to develop a method and routine schedule to acquire and analyze in<br />

real time sufficient levels <strong>of</strong> serial data from the NIH, other research-focused agencies and academic<br />

rheumatology programs to provide informed recommendations regarding strategies to improve<br />

funding within academic rheumatology and enhance the efficiency and impact <strong>of</strong> NIH research funding<br />

for academic rheumatology. This may include the addition <strong>of</strong> staff with expertise in the library<br />

sciences, as well as a formal liaison reporting relationship between the NIAMS Council and COR.<br />

<br />

<br />

<br />

<br />

Measurable: Achieving this goal will allow presentation by the COR <strong>of</strong> annual reports <strong>of</strong> research<br />

funding in academic rheumatology, with an analysis <strong>of</strong> changes over time. The COR will also be able to<br />

provide more data-driven recommendations regarding modifications <strong>of</strong> <strong>College</strong> and/or Foundation<br />

resources to maximize success.<br />

Attainable: Previously the <strong>College</strong> has intermittently performed such types <strong>of</strong> data acquisition and<br />

analyses, and these types <strong>of</strong> data were generated and used as the rationale to develop the<br />

Foundation’s Within Our Reach program. Intermittent “snapshots” have also been taken on an<br />

approximate five-year cycle. Acquiring data during the current Blue Ribbon Panel process from NIH and<br />

other funding agencies was extremely challenging, but possible 16 . However, data sets were incomplete,<br />

and the time and effort required to analyze it in a meaningful way was beyond the capacity <strong>of</strong> the<br />

available staff and volunteers. In addition, to understand changes over time, it is necessary to perform<br />

annual updates and analyze data in a consistent manner over time. Finally, working with individual<br />

academic rheumatology divisions to acquire data regarding funding and other quantitative information<br />

has been found in previous activities to be possible. This latter approach will likely be the primary<br />

method <strong>of</strong> analysis.<br />

Relevant: This goal is highly relevant to academic rheumatology and has been suggested in a series <strong>of</strong><br />

prior reports as a means to better inform <strong>College</strong> and Foundation organizational decisions.<br />

Timely: The goal <strong>of</strong> acquiring and analyzing the first data set should be achievable within one year, and<br />

t<strong>here</strong>after the process should be supported annually to understand changes over time.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: To achieve this objective, a project should be submitted by the COR<br />

to the ACR Board, and the <strong>College</strong> and/or Foundation should commit sufficient additional personnel and<br />

resources to accomplish it. The GAC may also play a role in this initiative, potentially recommending that<br />

November 2012 20


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

federal funders reorganize their data in such a way that it may be used more effectively by organizations for<br />

strategic planning and partnership efforts.<br />

Resources: Achieving this outcome will likely require the addition <strong>of</strong> a dedicated staff member with an<br />

informatics background who will work directly with the NIH and academic rheumatology divisions to acquire<br />

analyze and present these data. It will likely also require additional, or refocused, time from COR and GAC<br />

members.<br />

3.1.2.2. Improve the review <strong>of</strong> rheumatic disease research within the NIH Center for Scientific<br />

Review (CSR) through the development <strong>of</strong> a new study section with a preponderance<br />

<strong>of</strong> members with expertise in rheumatic disease clinical research.<br />

<br />

<br />

<br />

<br />

Specific: The great decrease in targeted funding efforts by NIAMS and NIAID for rheumatic disease<br />

translational research through centers and specific requests for applications (RFA) that underwent<br />

internal grant review processes with rheumatic disease experts, and the subsequent necessity for<br />

rheumatology researchers to seek funding through investigator initiated grants requiring NIH Center<br />

for Scientific Review (CSR) review, has once again brought forward chronic problems that rheumatic<br />

disease investigators face within the current CSR study section structure. T<strong>here</strong> are no CSR study<br />

sections with a preponderance <strong>of</strong> rheumatic disease research expert reviewers, especially in the area<br />

<strong>of</strong> clinical research. Because <strong>of</strong> this, the ACR should work to increase the quality and numbers <strong>of</strong><br />

experts within the current study sections, as well as work to develop a new CSR study section with<br />

appropriate expertise to review rheumatic disease clinical research. The latter goal is arguably one <strong>of</strong><br />

the most critical issues to maintaining the viability <strong>of</strong> academic rheumatology. Essential to the success<br />

<strong>of</strong> this effort will be the development <strong>of</strong> formal data concerning current relative success rates in<br />

clinical, translational and basic rheumatic disease research by the existing study sections that assess<br />

rheumatic disease research, as well as ongoing efforts to quantify these results as the anticipated<br />

changes in review processes occur going forward.<br />

Measurable: Metrics for this recommendation will include the number <strong>of</strong> rheumatologists on existing<br />

CSR study sections, the acquisition <strong>of</strong> necessary data to guide recommendations for change, as well as<br />

the development <strong>of</strong> a primary study section for rheumatic disease clinical research.<br />

Attainable: The rheumatology community has a cadre <strong>of</strong> experts who are well suited to provide<br />

comprehensive review for rheumatic disease grants. The rheumatology research community will need<br />

to be fully engaged and encouraged to participate in this process in order for this initiative to be<br />

successful.<br />

Relevant: The goal is relevant because it is focused on the maintaining the health <strong>of</strong> academic<br />

rheumatology research, which also allows other key educational and clinical care missions to be<br />

pursued.<br />

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<br />

Timely: Having routine access to high quality scientific review <strong>of</strong> rheumatic disease research is<br />

necessary to achieve all <strong>of</strong> the other academic rheumatology research goals.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The COR and ACR leadership, along with the GAC and external<br />

partners, should utilize all necessary resources to achieve the goals outlined in this recommendation.<br />

Resources: This recommendation will require additional direct support from ACR leadership as well as relevant<br />

committee members and staff.<br />

3.1.2.3. Establish additional formal and informal interactions with a targeted group <strong>of</strong><br />

pr<strong>of</strong>essional and lay research-intensive organizations to identify common policy and<br />

funding goals that can be pursued in a collaborative manner.<br />

<br />

<br />

<br />

<br />

<br />

Specific: This recommendation targets the ability <strong>of</strong> the <strong>College</strong> to increase its impact in high priority<br />

policy areas by working with other research minded organizations (for example, <strong>American</strong> Association<br />

<strong>of</strong> Immunologists (AAI), Federation <strong>of</strong> Clinical Immunology Societies (FOCIS), Alliance for Lupus<br />

Research (ALR), Lupus Research Institute (LRI), Scleroderma Foundation), who share specific goals with<br />

us. In addition, these discussions could lead to research funding partnerships that may benefit<br />

academic rheumatologists.<br />

Measurable: Organization by the Foundation in collaboration with COR <strong>of</strong> a series <strong>of</strong> summit meetings<br />

<strong>of</strong> research-minded organizations to identify common goals, and then follow through <strong>of</strong> the<br />

recommendations from these meetings.<br />

Attainable: T<strong>here</strong> are historical and highly successful examples within the <strong>College</strong> <strong>of</strong> similar “summit”<br />

meetings with groups who share similar goals.<br />

Relevant: This goal is focused on enhancing the impact <strong>of</strong> the <strong>College</strong> and Foundation on policies and<br />

processes that are keys to its success. In addition, t<strong>here</strong> are many ACR goals that are shared with other<br />

organizations. Finally, such interactions can potentially lead to programs with direct financial benefit.<br />

Timely: The process is timely because t<strong>here</strong> are many ongoing efforts to address the current funding<br />

crisis and other aspects <strong>of</strong> research funding and leadership. An initial pilot “summit meeting” could be<br />

organized by the Foundation and held within the first year, and a brief report generated. The process<br />

could then be expanded to re-occur formally on a specific schedule (e.g., annually) and informally as<br />

needs arise.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: Establishing the summit meetings and other types <strong>of</strong> interactions<br />

with collaborating organizations, along with providing an agenda for discussion and innovation, will position<br />

the ACR as a leader <strong>of</strong> research minded organizations that pursue common or related goals relevant to<br />

rheumatology research.<br />

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Resources: Achieving this outcome will require additional, or refocused, volunteer time from COR members<br />

who will have specific “deliverables” in this area, additional commitment by ACR leadership to interact with<br />

leaders <strong>of</strong> these organizations, and the addition <strong>of</strong> a dedicated staff member who will work directly with the<br />

other organizations to set up calls, meetings and other interactions, as well as follow up on action items and<br />

projects resulting from these meetings.<br />

3.1.2.4. Increase formal intra-organization interactions with the Government Affairs<br />

Committee and RheumPAC to assure that t<strong>here</strong> are timely and focused researchrelated<br />

legislative recommendations pursued by the ACR.<br />

<br />

<br />

<br />

<br />

<br />

Specific: This recommendation targets the need to increase the impact <strong>of</strong> the ACR on policies directed<br />

towards enhancing academic rheumatology, by utilizing all <strong>of</strong> the available ACR resources, especially<br />

those that have been recently developed and/or expanded.<br />

Measurable: The GAC has been increasingly successful in its metrics <strong>of</strong> achieving legislative goals, and<br />

additional goals relevant to academic rheumatology would be assessed in a similar manner.<br />

Attainable: Leadership within the GAC is open to expanding its “portfolio” to include additional areas<br />

that impact academic rheumatology. Funding issues are but one <strong>of</strong> the many policy goals that could be<br />

pursued.<br />

Relevant: This process is meant to assure that all relevant resources <strong>of</strong> the ACR are utilized to achieve<br />

the goals <strong>of</strong> the organization with regard to academic rheumatology.<br />

Timely: With the ongoing intersection <strong>of</strong> the research funding crisis and health care reform, along with<br />

an uncertain outcome <strong>of</strong> each, t<strong>here</strong> are many opportunities to influence decisions now that will have<br />

longstanding benefits.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The COR should develop, along with the GAC, a broad-based<br />

legislative agenda that could be pursued together. Additional cross-appointments within GAC and COR <strong>of</strong><br />

individuals who are representative members should be pursued in order to formalize the interactions over<br />

time.<br />

Resources: Achieving this outcome will require additional, or refocused, volunteer time from COR and GAC<br />

members, and dedicated interactions between GAC and COR staff members who will work directly.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3.1.2.5. Continue very successful efforts by the Foundation to expand funding that supports<br />

the academic rheumatology research enterprise and the research training pipeline.<br />

Strong consideration should be given to expanding bridge funding to additional<br />

transition points within academic research careers.<br />

<br />

<br />

<br />

<br />

<br />

Specific: The Foundation has been spectacularly successful in its recent efforts in this area. In addition<br />

to direct impact on academic rheumatology, the continued success and expansion <strong>of</strong> funding provides<br />

substantial leverage for the <strong>College</strong> in its interactions with governmental and lay organizations.<br />

Measurable: Metrics for this recommendation will include the number <strong>of</strong> individuals who transition to<br />

a position that is within or highly supportive <strong>of</strong> academic rheumatology, in addition to the amount <strong>of</strong><br />

additional funding and research that is “leveraged.” It is important to demonstrate successful<br />

competition for R0I and other NIH awards as metrics to provide positive feedback to philanthropists<br />

and industry, in order to encourage more support.<br />

Attainable: The Foundation has demonstrated repeated success with this process, in addition to the<br />

ability to raise an increasing amount <strong>of</strong> financial support from external sources.<br />

Relevant: The goal is relevant because it is focused on the financial health <strong>of</strong> academic rheumatology<br />

and to the pursuit <strong>of</strong> its research and educational/training missions.<br />

Timely: The Foundation is well positioned to address, at the current time and into the future, the<br />

ongoing crisis in funding and to leverage its support into additional funding from the NIH and other<br />

research-minded organizations.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The Foundation will continue to seek external financial support and<br />

partnerships to pursue a targeted research agenda that, in addition to scientific advancement and training<br />

support, has as one <strong>of</strong> its primary goals the support <strong>of</strong> academic rheumatology.<br />

Resources: This recommendation will not require additional direct support from volunteers and staff beyond<br />

that already committed.<br />

3.1.2.6. Aggressively advance the rheumatology research agenda with a focus on utilizing this<br />

document to increase awareness and funding for the major rheumatic diseases.<br />

<br />

Specific: T<strong>here</strong> is a relative lack <strong>of</strong> funding for rheumatic diseases as compared to the impact <strong>of</strong> the<br />

diseases on the population. The research agenda is a carefully crafted document that describes the<br />

research opportunities within the field. Other ACR entities, for example the GAC, currently supports a<br />

broad increase in research funding but do not focus on the specific areas <strong>of</strong> emphasis put forward<br />

within the research agenda. A closer relationship between the COR and other <strong>College</strong> entities, such as<br />

the GAC, with a goal <strong>of</strong> increasing the impact <strong>of</strong> the document, would bring additional considerable<br />

November 2012 24


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

<br />

<br />

<br />

organizational strengths more in line with specific goals in the area <strong>of</strong> academic rheumatology research<br />

funding.<br />

Measurable: The primary goal <strong>of</strong> increasing funding in alignment with the research agenda will be<br />

addressed by the development <strong>of</strong> a plan by the COR and GAC, in close collaboration with the SAC and<br />

others, to engage congress and other stakeholders in this area. Developing partnerships with researchfocused<br />

groups identified through efforts in recommendation r3.1.2.3 will help to advance the primary<br />

goals.<br />

Attainable: The goal is believed to be both attainable and measurable through mechanisms developed<br />

in Recommendation 3.1.2.1. As one example <strong>of</strong> potential partnerships with high impact, the GAC is<br />

achieving measurable success in its legislative goals around access to care, payer reform, and other<br />

issues; t<strong>here</strong>fore, joining forces between the COR and GAC is very likely to succeed.<br />

Relevant: Achieving this goal should increase the overall level <strong>of</strong> research support for academic<br />

rheumatology.<br />

Timely: Increased funding <strong>of</strong> rheumatic disease research is a primary goal <strong>of</strong> the Blue Ribbon Panel<br />

efforts. These efforts can be enhanced by novel partnerships envisioned in other recommendations<br />

within this and other issues.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The COR would pursue discussions with the SAC and GAC and other<br />

organizational entities to pursue these funding goals. Discussions with lay organization and industry partners<br />

would also be used to promote this goal.<br />

Resources: Achieving this outcome will require additional, or refocused, volunteer time from COR, GAC and<br />

likely SAC members and the assignment <strong>of</strong> a dedicated staff member who will work directly with the other<br />

potential partners to set up calls, meetings and other interactions, as well as provide follow up and<br />

management <strong>of</strong> outcomes <strong>of</strong> these interactions.<br />

3.1.2.7. Develop strategic funding approaches to the multitude <strong>of</strong> low prevalence rheumatic<br />

diseases, found especially in children.<br />

<br />

<br />

Specific: Research in rheumatology is broad and dispersed among a wide variety <strong>of</strong> diseases with<br />

relatively low prevalence, falling under orphan or ultra-orphan designations. Many <strong>of</strong> these diseases<br />

are found in children. Although it is challenging to obtain basic and translational research support for<br />

these diseases using traditional mechanisms, t<strong>here</strong> is an increasing interest in the NIH, and especially<br />

the biotechnology and pharmaceutical industries, to identify these populations for development <strong>of</strong><br />

novel therapeutic compounds.<br />

Measurable: The goal <strong>of</strong> enhancing funding in orphan indications would be met by establishing a series<br />

<strong>of</strong> meetings <strong>of</strong> NIH, industry and academic leaders who would work to develop partnerships in these<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

<br />

<br />

areas. Mechanisms for measuring disease-specific funding for rare rheumatic diseases would need to<br />

be employed.<br />

Attainable: Expanding funding in orphan indications is considered a “stretch goal”, as t<strong>here</strong> has not<br />

previously been a similar effort within the <strong>College</strong>. However, the NIH and FDA have previously worked<br />

with members <strong>of</strong> the <strong>College</strong> to establish lupus therapeutic guidelines and outcome measures, so t<strong>here</strong><br />

is a history in the field <strong>of</strong> successfully pursuing trans-organizational goals. In addition, many <strong>of</strong> the<br />

orphan diseases are found within pediatric rheumatology, and this community has had some<br />

remarkable successes in collaborative efforts such as CARRA.<br />

Relevant: Achieving the goal <strong>of</strong> increased support for orphan indications should increase the overall<br />

level <strong>of</strong> research support for academic rheumatology. This focused approach would also serve to<br />

distinguish the <strong>College</strong> and academic rheumatologists as pr<strong>of</strong>essional entities interested in utilizing<br />

novel methods to support the diagnosis and care <strong>of</strong> patients with unusual conditions.<br />

Timely: Increased funding <strong>of</strong> rheumatic disease research is a primary goal <strong>of</strong> the Blue Ribbon Panel<br />

efforts. These efforts can be enhanced by novel partnerships envisioned in other recommendations<br />

within this and other issues.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: Discussions with lay organizations and industry partners would also<br />

be used to promote this goal.<br />

Resources: Achieving this outcome will require additional, or refocused, volunteer time from COR and likely<br />

the SAC, along with volunteers from pediatric rheumatology, and additional dedicated staff time to work<br />

directly with the other potential partners and set up calls, meetings and other interactions. It will be important<br />

to engage members <strong>of</strong> the Foundation’s corporate roundtable in these discussions.<br />

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3.2. Redefining the scope and heterogeneity <strong>of</strong> rheumatology, with broader reach throughout clinical<br />

immunology and musculoskeletal medicine: promoting expansion by sub-specializing within areas <strong>of</strong><br />

rheumatology and incorporation <strong>of</strong> new clinical, research and training dimensions<br />

3.2.1. Background and Rationale<br />

<strong>Rheumatology</strong> is a broad field that encompasses musculoskeletal medicine and a spectrum <strong>of</strong> systemic<br />

autoimmune diseases, some <strong>of</strong> which are associated with inflammatory arthritis. Important advances in<br />

understanding and treating rheumatic diseases have occurred in the 14 years since the last report on<br />

academic rheumatology, including the following developments:<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

Biologic therapeutics have dramatically changed the management <strong>of</strong> inflammatory arthritides and, more<br />

recently, some forms <strong>of</strong> systemic vasculitis, and rheumatologists have become the premier clinical experts<br />

in the use <strong>of</strong> biologics that affect immune and inflammatory responses.<br />

The <strong>College</strong> has established clear guidelines for the safe use and monitoring <strong>of</strong> conventional and biologic<br />

therapeutics in RA 17 , that are used in patient management by rheumatologists, rheumatology nurse<br />

practitioners and physician assistants, and their clinical practice extenders, not only in the treatment <strong>of</strong> RA<br />

but also for a wide variety <strong>of</strong> diseases.<br />

A growing number <strong>of</strong> diseases managed by specialists in other clinical disciplines (dermatology,<br />

ophthalmology, otorhinolaryngology, neurology, etc.) have been found to be immune-mediated, and many<br />

<strong>of</strong> these diseases are increasingly treated using immune suppressive and biologic drugs identical to those<br />

familiar to rheumatologists 18-21 .<br />

Such patients are increasingly referred to rheumatologists for disease management by other subspecialists<br />

who are unprepared to consider or use immunosuppressive and biologic drugs safely and effectively,<br />

beyond assessment <strong>of</strong> the clinical activity <strong>of</strong> the disease that is under treatment.<br />

At the same time, rheumatologists may be unfamiliar with these “non-rheumatic” diseases and lack the<br />

instrumentation and/or necessary training and skills to assess their level <strong>of</strong> activity on physical<br />

examination. As one ACR member wrote in comments addressed to this panel: “Some <strong>of</strong> the diseases I<br />

now see and treat I could not even pronounce 10 years ago.”<br />

Advances in basic and translational science, spearheaded by rheumatology researchers, have led to the<br />

definition <strong>of</strong> an expanding spectrum <strong>of</strong> genetic 22 and acquired autoinflammatory diseases 23 that are<br />

mediated by innate immune mechanisms, many <strong>of</strong> which respond optimally to blockade <strong>of</strong> pathogenic<br />

cytokines.<br />

Increases in our knowledge <strong>of</strong> the natural history <strong>of</strong> autoimmune diseases across the broad spectrum <strong>of</strong><br />

target organs has led to the understanding that t<strong>here</strong> almost universally is a long period <strong>of</strong> serologically<br />

detectable autoantibodies and other biomarkers with potentially a sufficiently high enough predictive<br />

value to allow prevention strategies to be employed that are similar in concept to those typically used in<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

cardiovascular disease. This emerging situation opens up broad scientific and clinical opportunities.<br />

However, how to translate these findings into clinical medicine, and which physicians would be the<br />

“content experts” for screening and prevention approaches across the broader field <strong>of</strong> autoimmunity,<br />

remains undefined and is thus a potential opportunity for rheumatology expansion.<br />

Meanwhile, the mechanisms and management <strong>of</strong> chronic pain disorders, such as fibromyalgia, have been<br />

redefined, and the first FDA-approved therapeutics for fibromyalgia have been approved 24 . The<br />

importance <strong>of</strong> pain as a central theme in rheumatology clinical practice was emphasized in a recent ACR<br />

<br />

report produced by a task force led by Dr. David Borenstein 25 .<br />

Many rheumatologists have adopted advanced in-<strong>of</strong>fice imaging <strong>of</strong> musculoskeletal structures as a<br />

diagnostic tool, a method <strong>of</strong> monitoring effectiveness <strong>of</strong> treatment <strong>of</strong> arthritis, and an aid to aspiration<br />

and injection <strong>of</strong> joints and periarticular structures. The interest <strong>of</strong> the <strong>College</strong> in this topic is reflected in a<br />

recent white paper 26 , an upcoming paper in A&R (November 2012), and by educational <strong>of</strong>ferings in<br />

musculoskeletal ultrasound.<br />

3.2.2. Recommendations: Redefining Scope<br />

3.2.2.1. Develop a program and schedule for defining and tracking the scope <strong>of</strong> the specialty <strong>of</strong><br />

rheumatology, to stay ahead <strong>of</strong> the curve with respect to the ever-changing landscape<br />

<strong>of</strong> the practice <strong>of</strong> medicine in the US.<br />

The expanding scope <strong>of</strong> rheumatology needs to be defined and tracked at frequent intervals by the ACR,<br />

through the CORC, COR and COTW. ACR and ARHP educational programs (including invited reviews in ACR<br />

journals) should reflect this scope, with special attention to newer developments and diseases newly added to<br />

the range <strong>of</strong> our expertise.<br />

In addition, the rheumatology fellowship curriculum will need to keep pace with the more rapid changes in the<br />

clinical scope <strong>of</strong> rheumatology.<br />

<br />

<br />

Specific: Assigns specific tasks to four committees for analysis and implementation.<br />

Measurable: Metrics for this goal include 1) monitoring the topics <strong>of</strong> articles published in the major<br />

rheumatology journals and monitoring growth in specific areas (e.g., systems or diseases ‘new’ to<br />

rheumatology); 2) Monitoring the use <strong>of</strong> codes across rheumatology practices and tracking changes<br />

over time; 3) scheduling routine updates to the curriculum and tracking frequency <strong>of</strong> changes over<br />

a specific time period; 4) obtaining input from members <strong>of</strong> CORC, CJP, COR and COTW; 5)<br />

submission <strong>of</strong> a report annually to the Board <strong>of</strong> Directors that updates the scope <strong>of</strong> rheumatology.<br />

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<br />

<br />

<br />

Attainable: With the current resources available (including the journals, registry, CORC, COTW and<br />

COR groups), it is reasonable to expect that the <strong>College</strong> could develop a dashboard or method to<br />

measure the scope <strong>of</strong> the specialty over the next 18-24 months.<br />

Relevant: This goal is relevant to all aspects <strong>of</strong> the specialty as it will affect academics and practice,<br />

drive changes in training curricula and broaden the research arena to new systems and diseases.<br />

Timely: This scope <strong>of</strong> the specialty has grown tremendously over the past decade. In addition, this<br />

goal is particularly timely as the <strong>College</strong> will launch its musculoskeletal ultrasound certification<br />

program in the coming year, and a new strategic planning cycle will be initiated soon.<br />

Strategies and Tactics: Charge the CORC, CJP, COE, COR and COTW to develop a dashboard to track trends and<br />

changes in the scope <strong>of</strong> the specialty. Attendance at pr<strong>of</strong>essional meetings should be tracked over time to<br />

determine the level <strong>of</strong> interest in specific topics outside the typical ‘scope’ <strong>of</strong> rheumatology. In addition, CORC<br />

should track the use <strong>of</strong> codes over time to determine emerging areas. CJP could conduct a thorough analysis<br />

<strong>of</strong> its article topics over time to determine burgeoning areas <strong>of</strong> research. COR could track rheumatology<br />

research funding to determine new disease areas added to the portfolio over time. The COTW would then<br />

need to frequently update the rheumatology fellowship curriculum and the in-training exam to keep up with<br />

the more rapid changes in the clinical scope <strong>of</strong> rheumatology, and provide effective liaison to the ABIM in this<br />

area.<br />

Resources: Completion <strong>of</strong> this objective would require significant time investment on the part <strong>of</strong> staff and<br />

volunteer time in clinical practice , research and training, and education areas to a) build the dashboard and<br />

populate with baseline data; b) develop methodology, processes, and a routine schedule to track specific data<br />

points over time; c) collect data and input from key constituents; d) prepare regular reports to key<br />

stakeholders and e) liaise with ACGME and ABIM, NBME to implement changes to the curriculum and exams<br />

as needed.<br />

3.2.2.2. Develop advanced fellowship training or ‘sub-specialization’ programs.<br />

The two year rheumatology fellowship (three years for pediatric rheumatology) should continue to provide<br />

comprehensive training in both aspects <strong>of</strong> rheumatology, loosely termed <strong>here</strong> as “musculoskeletal medicine”<br />

and “clinical immunology.” New models in which a third year <strong>of</strong> fellowship is devoted to advanced training in<br />

one <strong>of</strong> the two subfields should be considered. This initiative will require careful planning under the<br />

supervision <strong>of</strong> the Committee on Training and Workforce with input from the <strong>Rheumatology</strong> Program<br />

Directors. Models for financing this third year may be available from the few programs that already <strong>of</strong>fer it,<br />

and from initiatives such as an inter-institutional vasculitis fellowship that currently exist.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

<br />

<br />

<br />

<br />

Specific: This recommendation is specific to ACGME adult and pediatric rheumatology programs in the<br />

US (N= 108 adult, 30 peds).<br />

Measurable: The metrics for this program would be easily obtained via survey to program directors and<br />

fellows participating in this program. Subsequent downstream parameters that would measure the<br />

efficacy <strong>of</strong> additional training might be based on domains such as revenue, patient populations, codes<br />

and treatments.<br />

Attainable: With the current resources available to track the needs and trends within the specialty, it is<br />

reasonable to expect that the <strong>College</strong> could partner with academic divisions <strong>of</strong> rheumatology to<br />

execute pilot programs in a small number <strong>of</strong> test sites within 3 years, with a test period <strong>of</strong> at least 5<br />

years to determine the impact <strong>of</strong> the programs. In the interim, specialists in specific areas may<br />

designate their area <strong>of</strong> expertise or ‘specialty’ with respect to treatment, research, or both in the<br />

expanded member pr<strong>of</strong>ile through the website. This would be an easy way to use an existing resource<br />

to identify who the experts are in different areas.<br />

Relevant: This is especially relevant as the scope <strong>of</strong> the specialty continues to change and grow, and as<br />

rheumatology continues to treat a highly diverse spectrum <strong>of</strong> the most complex cases.<br />

Timely: The <strong>College</strong> has already shown a commitment to equipping its members with the tools needed<br />

to practice in the ever-changing clinical landscape by taking steps to develop a musculoskeletal<br />

ultrasound certification program. A specialized year would add to this toolbox.<br />

Strategies and Tactics: The COTW should be charged with the development <strong>of</strong> a framework for such training<br />

models and for evaluation <strong>of</strong> their success. However, consideration <strong>of</strong> formal sub-specialized certification<br />

within rheumatology should be postponed for about 5 years, until the assessment <strong>of</strong> these initial experiments<br />

is available.<br />

Resources: Completion <strong>of</strong> this objective would require significant time investment on the part <strong>of</strong> staff, and<br />

volunteer time in the training area.<br />

3.2.2.3. Develop collaborative interdisciplinary clinical care models.<br />

As the experts in caring for patients with complex diseases and complex treatment plans, our specialty should<br />

take a leadership role in the development <strong>of</strong> innovative and collaborative clinical care models for screening,<br />

evaluation and management <strong>of</strong> patients whose diseases engage the expertise <strong>of</strong> both rheumatologists and<br />

other subspecialists who are the traditional experts in those diseases. This goal is not aimed at primary care<br />

physicians, but rather other specialists involved in the care <strong>of</strong> patients with rheumatic diseases (e.g.,<br />

orthopedists, ophthalmologists, etc.). Examples <strong>of</strong> such clinical care models already exist and are potentially<br />

useful prototypes for other rheumatology units. The ACR can facilitate transmission and sharing <strong>of</strong> successful<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

clinical initiatives that may be widely applicable.<br />

<br />

<br />

<br />

<br />

<br />

Specific: Addition <strong>of</strong> a new and highly publicized session at the Annual Meeting and/or State <strong>of</strong> the Art;<br />

addition <strong>of</strong> this topic to the CORC agenda at least once each year.<br />

Measurable: Participation in meeting sessions on this topic, number <strong>of</strong> articles in A&R, AC&R and TR.<br />

Attainable: With the appropriate support and resources, this is attainable within the existing<br />

organizational structure <strong>of</strong> the <strong>College</strong>.<br />

Relevant: This recommendation would help to disseminate innovative clinical models throughout the<br />

country.<br />

Timely: Members need more information about possible directions for clinical innovation.<br />

Strategies and Tactics: Through the COTW and CORC, academic units should be encouraged to develop<br />

innovative and collaborative clinical care models for screening, evaluation and management <strong>of</strong> patients whose<br />

diseases engage the expertise <strong>of</strong> both rheumatologists and other subspecialists who are the traditional<br />

experts in those diseases. A session focused on innovative models <strong>of</strong> clinical care should be organized<br />

periodically at the annual meeting or other pr<strong>of</strong>essional meetings. <strong>College</strong> publications, such as Arthritis Care<br />

and Research and The Rheumatologist can serve useful roles in educating rheumatologists on this subject.<br />

Resources: Volunteer and staff time in the clinical, education and training areas to develop best practices<br />

documents and communications for distribution to academic centers with adult and/or pediatric<br />

rheumatology programs.<br />

3.2.2.4. Develop meaningful partnerships to create disease management guidelines for<br />

conditions whose care requires coordinated efforts between rheumatologists and<br />

other specialties.<br />

<br />

<br />

<br />

<br />

<br />

Specific: New joint efforts with other US-based pr<strong>of</strong>essional specialty societies in disciplines that<br />

collaborate with rheumatologists in clinical practice.<br />

Measurable: Number <strong>of</strong> products (guidelines, criteria, etc.) produced as a result <strong>of</strong> such<br />

collaborations.<br />

Attainable: This will require a ramp-up period to select topics <strong>of</strong> interest, cultivate new<br />

collaborations with other societies, harmonize procedures for each project, and complete the<br />

project. The ACR can aim for one product by mid-2015.<br />

Relevant: This work will establish the role and influence <strong>of</strong> rheumatology in disease areas<br />

previously at the margin <strong>of</strong> our discipline.<br />

Timely: This activity will help the ACR keep up with the rapidly changing landscape in rheumatology<br />

clinical practice.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

Strategies and Tactics: The ACR Quality <strong>of</strong> Care Committee should partner with other pr<strong>of</strong>essional<br />

organizations to develop criteria, disease measurement tools and management guidelines for diseases treated<br />

by rheumatologists that are outside the traditional boundaries <strong>of</strong> the field <strong>of</strong> rheumatology. These efforts will<br />

firmly establish new areas <strong>of</strong> disease as within the spectrum <strong>of</strong> rheumatology clinical practice, research and<br />

training.<br />

Resources: This will require a dedicated budget, as well as volunteer and staff time in the quality and practice<br />

areas.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3.3. Developing research consortia and infrastructure<br />

3.3.1. Background and Rationale<br />

<br />

<br />

<br />

Databases, biorepositories, registries and research consortia enable clinical and translational research<br />

projects investigating rheumatic diseases, and are central and critical resources to academic<br />

investigators in our field. Such resources provide the basis for innovative and transformational<br />

research in rheumatic disease, and without access to these, it is difficult to directly characterize the<br />

role <strong>of</strong> pathways and molecules in rheumatic diseases, and to test new therapies in clinical trials. Thus,<br />

providing rheumatic disease investigators access to these resources will further promote the objectives<br />

<strong>of</strong> the <strong>College</strong> to advance our understanding <strong>of</strong> disease pathogenesis, and improve our ability to<br />

diagnose and treat rheumatic diseases. Different approaches may be needed for different diseases, for<br />

databases vs. biorepositories vs. registries, and for samples from clinical trials vs. cohort studies. How<br />

can the <strong>College</strong> better support investigators in the use <strong>of</strong> these resources?<br />

Many successful research registries and consortia that have been established in Europe are<br />

longstanding and are quite successful. Examples include the British Society for <strong>Rheumatology</strong> Biologics<br />

Registry, which collects data that can be accessed for research projects, helps members to design<br />

studies, and supports the coding and reporting <strong>of</strong> adverse events 27 ; and the international Vasculitis<br />

Consortium that conducts collaborative trials in the treatment <strong>of</strong> uncommon vasculitic diseases. These<br />

resources have facilitated collaborative research projects that could not have otherwise been<br />

accomplished. Given the current direction <strong>of</strong> research, with emphasis on large, highly collaborative<br />

projects, as well as the “Roadmap” initiative at the NIH, it will be important for the <strong>College</strong> to position<br />

itself and its members to take advantage <strong>of</strong> this trend.<br />

During the past decade, several successful research consortia have been developed in the United<br />

States, with the stated goals <strong>of</strong> either developing research resources for the scientific community or <strong>of</strong><br />

working together to conduct research that can best be performed as part <strong>of</strong> a consortium. Typically,<br />

research consortia have a specific focus both in terms <strong>of</strong> disease and the types <strong>of</strong> studies to be<br />

supported, such as genetic studies, and the projects supported have large sample size requirements or<br />

require exceptionally large and/or diverse resources. Examples include:<br />

o North <strong>American</strong> RA Consortium (NARAC), funded by NIAMS with a small contribution at the<br />

outset from the AF, with a stated goal <strong>of</strong> developing a resource to support genetics studies<br />

<strong>of</strong> RA;<br />

o The newly established Lupus Nephritis Trials Network, which was supported in part by the<br />

<strong>College</strong>, was recently formed under the leadership <strong>of</strong> Drs. David W<strong>of</strong>sy, Betty Diamond,<br />

Frédéric Houssiau and Brad Rovin. This network is intended to bring together investigators<br />

under a common set <strong>of</strong> policies and procedures for the conduct <strong>of</strong> research in the area <strong>of</strong><br />

lupus nephritis, including review <strong>of</strong> methodology and study design, publication policies;<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

<br />

<br />

o Lupus Multiplex Registry and Repository (LMRR), also funded by NIAMS to support<br />

development <strong>of</strong> a resource for genetics studies <strong>of</strong> lupus;<br />

o Multiple autoimmune disease genetics consortium (MADGC), supported by NIAID to<br />

develop a resource for genetics studies <strong>of</strong> autoimmune diseases;<br />

o SLE international genetics consortium (SLEGEN), initially funded with support <strong>of</strong> the<br />

Alliance for Lupus Research and now largely supported by a P01 grant from NIAID;<br />

o International Sjögren’s syndrome registry (SICCA), which has been funded largely by the<br />

NIDCR;<br />

o The Arthritis Internet Registry (AIR), funded by the Arthritis Foundation, allows for online<br />

patient reporting with local collection <strong>of</strong> blood and serum;<br />

o NIH- NIDDK Inflammatory Bowel Disease Genetics Consortium (IBDGC) Ancillary Study<br />

Program administered through Yale University; and<br />

o CarraNET has received NIH funding for clinical research in pediatric rheumatology and has<br />

59 sites participating.<br />

This list is not exhaustive, and several other successful registries, networks and consortia have<br />

been developed, including the TETRAD database, the SPARTAN network, and the NIH-funded<br />

Immune Tolerance Network. Overall, these efforts have succeeded in terms <strong>of</strong> their initial goals,<br />

which are to develop resources in areas that require large investments. The initial investments had<br />

a high rate <strong>of</strong> return, to the extent that these resources for research have been shared by multiple<br />

investigative groups. Further, such research resources are ideal for use in K award projects and<br />

other projects to be undertaken by junior investigators, as these awards typically provide salary<br />

support, but limited funding for the projects themselves. Since the requisite data and<br />

biospecimens already exist, the cost associated with research that utilizes these resources is<br />

dramatically reduced.<br />

However, these existing resources have not been maintained and utilized to their maximum<br />

potential. Reasons include: 1) lack <strong>of</strong> funding for ongoing maintenance <strong>of</strong> the research resources;<br />

2) limited efforts to “advertise” and ensure wide access to the data, and 3) the very limited<br />

funding opportunities available for effective utilization <strong>of</strong> these research resources. Thus, large<br />

investments have been made to develop these valuable research resources, but maintenance is<br />

costly and has not been uniformly supported, and investigators have been limited in their ability to<br />

fully utilize these valuable resources by funding constraints.<br />

To date, the <strong>College</strong> has played a limited role in the development, maintenance and utilization <strong>of</strong><br />

such research resources. Given the reduction in NIH dollars available for these and other research<br />

efforts, the <strong>College</strong> has an opportunity to support research utilizing such existing resources, and<br />

also to consider the development <strong>of</strong> other research resources for which a need exists (for<br />

example, rare rheumatic diseases).<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

<br />

Possible research tools that the <strong>College</strong> could develop to encourage/aid in research efforts for<br />

members include biorepositories, databases and tissue banks. However, similar resources have already<br />

been developed in many areas that are not being used to their best advantage, such as the repository<br />

<strong>of</strong> samples from the NIH OA Initiative. It is unclear whether this is because these sample repositories<br />

are not well publicized, are too difficult to access, or whether samples are simply not collected in a<br />

manner useful to most investigators in the field.<br />

Biorepositories, databases and tissue banks face multiple challenges in this era <strong>of</strong> cost-constraints and<br />

reduced funding rates. These include:<br />

o Expensive to collect and store biological samples<br />

o Expensive to collect and store robust clinical data<br />

o Long-term commitments to build and maintain such resources are essential and are <strong>of</strong>ten<br />

lacking<br />

o Support from the NIH to maintain these is lacking<br />

o Frequently individual-investigator driven and too dependent for maintenance on the<br />

continuous efforts <strong>of</strong> one investigator<br />

o Barriers to access for junior investigators, investigators outside <strong>of</strong> the “inner group”<br />

o Limited supplies <strong>of</strong> biological specimens<br />

3.3.2. Recommendations: Research Consortia<br />

3.3.2.1. Address potential underutilization <strong>of</strong> existing registries and biorepositories<br />

The <strong>College</strong> has invested heavily in the <strong>Rheumatology</strong> Clinical Registry, and is currently expanding these<br />

efforts through <strong>Rheumatology</strong> Information Systems for Effectiveness (RISE) to create a federated system <strong>of</strong><br />

clinical data abstracted from local EHRs. The panel recommends that these efforts include a focus on potential<br />

research applications, which may change the way in which data is collected, stored, and queried. In addition,<br />

the panel recommends that the <strong>College</strong> support and invest in the integration <strong>of</strong> existing registries into a<br />

centralized registry through the RHIT Committee. Opportunities to expand and improve the capabilities <strong>of</strong> this<br />

type <strong>of</strong> database should be investigated further by the RHIT.<br />

• Specific: This recommendation targets the underutilization <strong>of</strong> existing databases and<br />

biorepositories and utilizes existing ACR resources with the recommendation to build capacity<br />

in this specific area in the future.<br />

• Measurable: Increased use <strong>of</strong> the centralized registry can be tracked by requiring investigators<br />

to cite the ACR database in publications resulting from their work using the data.<br />

• Attainable: The <strong>College</strong> has taken important steps to build up their registry area over the past<br />

few years, and laid the groundwork for this goal.<br />

• Relevant: As research in rheumatic diseases moves more and more toward large collaborative<br />

initiatives, and the use <strong>of</strong> biomarkers, serum and tissues from rheumatic diseases becomes<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

more critical for translational research efforts, the use <strong>of</strong> existing databases, biorepositories<br />

and tissue banks, as well as registries for clinical trials becomes increasingly important. The ACR<br />

should take the lead in compiling these resources and making them available in a central<br />

location (via the ACR registry portfolio) to the ACR research community.<br />

• Timely: RHIT could explore expansion and improvement <strong>of</strong> the existing ACR registry portfolio<br />

over the next 2-3 years.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: RHIT (with assistance and input from COR and the Foundation)<br />

should collaboratively explore and formally consider this recommendation and its implementation over the<br />

next 2- 3 years. The RHIT committee should also include establishing a formal liaison relationship with the<br />

COR.<br />

Resources: Cost to the ACR will be substantial, and would be determined by the RHIT in subsequent requests<br />

to the ACR Board.<br />

3.3.2.2. Maintain valuable collections and sources <strong>of</strong> patient data and biological samples.<br />

• Specific: This recommendation targets the need to maintain valuable resources and to support<br />

investigators performing clinical and translational research that utilizes these existing<br />

resources. In addition to including integration <strong>of</strong> existing registries into the ACR’s registry<br />

portfolio; this may also include the development <strong>of</strong> new <strong>Rheumatology</strong> Research Foundation<br />

awards to support the utilization <strong>of</strong> existing registries, as well as advocacy efforts to encourage<br />

NIH and PCORI provide funds to develop and maintain databases and biorepositories<br />

• Measurable: Quantitate the resources “saved” by this mechanism and the number <strong>of</strong> articles<br />

published/grants obtained by investigators using the resource.<br />

• Attainable: Given the ACR’s investment in the registry portfolio, it is reasonable to expect this<br />

could be achieved once a budget is established. T<strong>here</strong> may also be an opportunity to enter into<br />

strategic partnerships with groups who have established biorepositories. Foundation funding<br />

for these efforts should also be considered. The Foundation’s resource sharing policy for<br />

funded studies should also be carefully considered.<br />

• Relevant: As research in rheumatic diseases moves more and more toward large collaborative<br />

initiatives, and the use <strong>of</strong> biomarkers, serum and tissues from rheumatic diseases becomes<br />

more critical for translational research efforts, the use <strong>of</strong> existing data bases, biorepositories<br />

and tissue banks, as well as registries for clinical trials becomes increasingly important.<br />

• Timely: Currently several important databases cannot be further supported, and the NIH has<br />

limited funds for maintenance. T<strong>here</strong> is a risk <strong>of</strong> losing resources that were costly and time<br />

consuming to organize.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

Brief Statement <strong>of</strong> Strategies and Tactics: This recommendation would require a significant input <strong>of</strong> resources<br />

by the <strong>College</strong> and Foundation, and may require new fundraising initiatives. Before any new grant initiatives<br />

are undertaken, it is recommended that the COR and RHIT work together to discuss prioritization <strong>of</strong> the<br />

possibilities outlined above, and develop a proposal for consideration by the Foundation for new initiatives in<br />

the area <strong>of</strong> biorepositories. Finally, RHIT, COR and GAC should consider increasing our lobbying efforts for<br />

additional NIH support in the areas discussed above.<br />

Resources: This recommendation will require resources and time from staff and volunteers in the areas <strong>of</strong><br />

RHIT, COR, GAC and the Foundation. T<strong>here</strong> are significant budgetary implications if the <strong>College</strong> chooses to<br />

develop its own centralized biorepository. Should the Foundation choose to go forward with new grant<br />

initiatives in this area, it would require re-allocation <strong>of</strong> existing funds, or new fundraising efforts. If new<br />

fundraising is required, this is an additional burden for staff and volunteers.<br />

3.3.2.3. Leverage existing funding sources by partnering with the CTSAs and with Industry.<br />

This recommendation has three specific aims:<br />

A. To convene a summit meeting <strong>of</strong> CTSA leaders to discuss ways to maximize funding and leverage<br />

existing programs to encourage cross-collaboration;<br />

B. To consider new funding opportunities through the Foundation to leverage programs within existing<br />

CTSAs, including providing matching funds for pilot grant programs<br />

C. To consider a new <strong>Rheumatology</strong> Research Foundation grant mechanism similar to the STTR grants at<br />

the NIH that leverage collaborations with Industry<br />

<br />

<br />

<br />

<br />

<br />

Specific: This recommendation targets the limited availability <strong>of</strong> funds for academic researchers<br />

engaged in translational research efforts, many <strong>of</strong> which utilize consortia, databases and<br />

repositories.<br />

Measurable: Quantitate publications and research grants obtained as a result <strong>of</strong> this<br />

mechanism.<br />

Attainable: Could require specific fundraising, or could be accomplished by re-allocation <strong>of</strong><br />

existing funds.<br />

Relevant: CTSAs support translational research and are looking to fund pilot projects. The NIH is<br />

exploring the potential for collaborations with industry by supporting academic investigators<br />

with good ideas who partner with industry. The Foundation could explore this.<br />

Timely: In this age <strong>of</strong> limited funding opportunities for translational research, this<br />

recommendation serves to leverage existing funding mechanisms.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

Brief Statement <strong>of</strong> Strategies and Tactics: Members <strong>of</strong> COR could partner with CTSA leadership at key<br />

institutions at which matching fund programs exist to develop a proposal for consideration by the Foundation<br />

for a new funding mechanism to provide matching funds. COR and the Committee on Corporate Relations<br />

could explore the possibility <strong>of</strong> similar partnerships with industry.<br />

Resources: This recommendation will require resources, and time from staff and volunteers at the <strong>College</strong><br />

(COR) and the Foundation. T<strong>here</strong> are budget implications if the Foundation chooses to go forward with new<br />

grant initiatives in this area. These would include either allocation <strong>of</strong> existing funds, or new fundraising efforts.<br />

If new fundraising is required, this is an additional burden for staff, volunteers and fundraisers.<br />

3.3.2.4. Organize a working group <strong>of</strong> the COR to discuss potential new research resources that<br />

would have high value for the rheumatology scientific community.<br />

• Specific: This recommendation targets the limited availability <strong>of</strong> funds for research resources<br />

(databases, biorepositories) in less common rheumatic diseases.<br />

• Measurable: Working group would be charged to quantitatively assess need and potential<br />

return<br />

• Attainable: Given the volunteer resources available through COR, this is an attainable goal.<br />

• Relevant: Biorepositories, databases and similar resources are difficult to develop in less<br />

common rheumatic diseases. This is one area w<strong>here</strong> the ACR may want to consider assisting<br />

investigators studying these diseases.<br />

• Timely: In this age <strong>of</strong> limited funding opportunities for translational research, resources are<br />

particularly difficult to develop in less common rheumatic diseases.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The Committee on Research would establish a working group to<br />

discuss these issues and ideas, and might consider facilitating the development <strong>of</strong> selected new resources in<br />

underserved areas – for example SSc.<br />

Resources: Resources would involve additional staff and volunteer time (COR) in order to collect data on need<br />

and potential return.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3.4. Value-driven cost effective approaches to patient care, including development and adoption <strong>of</strong> new<br />

technologies, diagnostics and therapeutics.<br />

3.4.1. Background and Rationale<br />

<br />

<br />

The impact <strong>of</strong> technology across all facets <strong>of</strong> healthcare, not to mention our society, has been<br />

monumental. The immediate access to virtually all published medical knowledge has sped discoveries<br />

in biomedical research that have led to new therapeutic candidates, and the tools that facilitate global<br />

communication and complex data analysis have supported the clinical testing that have brought highly<br />

effective drugs to patients with rheumatic diseases and substantially improved outcomes <strong>of</strong> those lifelimiting<br />

diseases. At the same time, the United States is challenged by our aging population and its<br />

burden <strong>of</strong> chronic diseases, some <strong>of</strong> which have not sufficiently benefitted from disease-altering<br />

medical advances, as well as the economic burdens <strong>of</strong> a growing and unwieldy healthcare system that<br />

will be inadequate to meet the healthcare needs <strong>of</strong> the population. The physician workforce, including<br />

rheumatologists, is already stressed because <strong>of</strong> insufficient numbers <strong>of</strong> skilled specialists to provide<br />

sophisticated management <strong>of</strong> patients receiving the life-changing biologic therapies as well as<br />

coordination <strong>of</strong> care for resource-intensive chronic musculoskeletal disorders. The academic<br />

rheumatology centers are in a position to have a major positive impact on these challenges as testing<br />

grounds for improved efficiencies through incorporation <strong>of</strong> the latest technologies into their clinical<br />

care, research and education programs. Moreover, the academic rheumatology centers can<br />

demonstrate their high value, not only at the institutional level, but to the healthcare system in<br />

general, through development <strong>of</strong> innovations in technology. As academic rheumatology centers made<br />

a major contribution to medicine through their significant role in development <strong>of</strong> biologic immunebased<br />

therapies, so can those centers have significant impact on improving patient outcomes,<br />

improving the pr<strong>of</strong>essional lives <strong>of</strong> rheumatologists, enriching the education <strong>of</strong> future rheumatologists<br />

and demonstrating the value <strong>of</strong> the academic centers by implementing available technologies and<br />

creating new technologies.<br />

Integration <strong>of</strong> EMR systems into academic rheumatology practices will not only provide a transferable<br />

system for documentation <strong>of</strong> patient management, but should provide mechanisms to facilitate<br />

reporting <strong>of</strong> quality measures and export <strong>of</strong> data to registries useful for clinical research and<br />

demonstration <strong>of</strong> patient outcomes. Many currently incompatible EMR systems are in use around the<br />

country, the start-up process is painful, and the systems for data transfer to registries and CMS<br />

reporting are not yet fully implemented. The practice management components <strong>of</strong> EMRs are not<br />

necessarily consistent with the particular practice models <strong>of</strong> the academic rheumatology practices, and<br />

the EMR patient encounter templates are not necessarily designed with the complex rheumatic<br />

disease patient in mind. As the requirement for use <strong>of</strong> EMRs becomes universal, ACR can play an<br />

essential role in learning <strong>of</strong> best practices from those academic centers that are most advanced in<br />

November 2012 39


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

applying EMR systems to the needs <strong>of</strong> rheumatology practices, as well as those that have incorporated<br />

systems for data exchange with research registries. The ACR can aggregate and disseminate that<br />

knowledge, and perhaps the actual EMR tools, to all centers and non-academic rheumatology clinical<br />

practices. The requirement <strong>of</strong> ACGME to include training <strong>of</strong> fellows in use <strong>of</strong> EMRs in rheumatology<br />

training program presents both an imperative as well as a challenge for academic rheumatology<br />

programs. The COTW, along with RHIT, can provide guidance to its training programs through<br />

curriculum development. Technologies that facilitate reporting <strong>of</strong> patient-derived data will be<br />

increasingly important in order to complement the medical information recorded by the healthcare<br />

provider, to generate a visual demonstration <strong>of</strong> disease activity or therapeutic response to patients, to<br />

provide essential data for registries used for research studies, and to meet the growing focus on<br />

<br />

defining and documenting the outcomes that are most important to the patient 28 . Some members<br />

have developed such tools for patient data entry, with access to data collection programs available at<br />

home or at the time <strong>of</strong> the patient encounter, using hand-held devices or similar tools. The availability<br />

<strong>of</strong> REDCap open source electronic data capture systems will provide additional resources to these<br />

efforts.<br />

The growing recognition <strong>of</strong> the significance <strong>of</strong> the patient’s responsibility and involvement in his/her<br />

healthcare, along with the burdens and limitations <strong>of</strong> the physician workforce and the economic<br />

challenges <strong>of</strong> providing optimal healthcare to an aging population, provide strong rationale for<br />

development <strong>of</strong> creative clinical management tools and systems. Academic rheumatology programs<br />

can play a primary role in development and testing <strong>of</strong> such tools and systems that will improve<br />

efficiency <strong>of</strong> academic rheumatology clinical practices, provide tools for those outside the academic<br />

system, and provide strong demonstration <strong>of</strong> the essential contribution <strong>of</strong> academic rheumatology<br />

programs to their institutions and the academic and healthcare systems. The importance <strong>of</strong><br />

incorporating physician extenders into patient care is acknowledged, but the details <strong>of</strong> collaborative<br />

care that provide the greatest value to patients and the system are not agreed upon. Systems analysis<br />

and the technical tools that enable telemedicine can be incorporated into academic rheumatology<br />

practices for care <strong>of</strong> patients with diseases that are best managed in a multidisciplinary manner 29 (e.g.<br />

osteoarthritis, involving contributions from rheumatologists, primary care physicians, orthopedic<br />

surgeons, nutritionists, physical therapists and others). Telemedicine systems can be implemented to<br />

provide monitoring <strong>of</strong> biomarkers and guide medication adjustments for diseases that do not<br />

necessarily require regular direct encounters between patient and rheumatologist 30-33 (e.g. gout, postarthroplasty<br />

rehab). Academic rheumatology programs, through their large patient cohorts, clinical<br />

research expertise, and potential access to teams <strong>of</strong> physician extenders can create innovative patient<br />

management algorithms and communication strategies that preserve rheumatologist time and effort<br />

for those more complex patients that require direct physician assessment, with application <strong>of</strong> the<br />

specialized expertise and “art” <strong>of</strong> management <strong>of</strong> patients with lupus, scleroderma, vasculitis and<br />

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<br />

<br />

<br />

other complex diseases that have become the mainstay <strong>of</strong> the academic rheumatology clinical practice<br />

and teaching experience.<br />

The role <strong>of</strong> the latest imaging technology in clinical practice within academic medical centers remains<br />

ill-defined but is a topic that would benefit from attention by the ACR. While use <strong>of</strong> musculoskeletal<br />

ultrasound as an adjunct to therapeutic joint injection is increasingly prevalent in private rheumatology<br />

practices, the implementation <strong>of</strong> that technique in academic rheumatology practices is in some cases<br />

inhibited by academic departmental prerogatives, specifically radiology departments that have<br />

traditionally taken the lead in applying this technique to various clinical situations. At the same time, it<br />

is expected that rheumatology training programs incorporate the technique and practice <strong>of</strong> MSUS into<br />

their curriculum. CORC might help to clarify the optimal and appropriate role <strong>of</strong> MSUS in rheumatology<br />

practice and COTW might assist the academic centers by defining the expectable level <strong>of</strong> training that<br />

should be a core component <strong>of</strong> the training programs. Beyond MSUS, other imaging technologies<br />

continue to provide actionable data helpful to care <strong>of</strong> rheumatic disease patients. Academic<br />

rheumatology centers can take the lead in defining the role <strong>of</strong> the latest MRI techniques in patient<br />

management. Pre-clinical studies <strong>of</strong> novel approaches such as use <strong>of</strong> nanoparticles to image<br />

inflammation or even provide local delivery <strong>of</strong> therapeutic agents are promising research topics for<br />

academic rheumatology programs.<br />

The concept <strong>of</strong> personalized medicine is as yet unrealized, but will be a high priority goal and activity <strong>of</strong><br />

academic medicine. The REDCap system through the Clinical and Translational Science programs at<br />

some academic centers has been useful for building patient-derived data entry programs in a cost<br />

efficient manner. In addition, PCORI has developed a draft methodology report that provides guidance<br />

on standards for patient data capture and analysis that may be the “bible” for future research to<br />

develop a more significant role for the patient in his or her medical care and in defining metrics for<br />

outcomes. ACR can assist academic rheumatology programs to take full advantage <strong>of</strong> the resources<br />

and research funding programs <strong>of</strong> NIH CTSA and PCORI, as well as other resources that are<br />

emphasizing the role <strong>of</strong> the patient in their medical care. The initiatives and research conducted by<br />

academic rheumatology programs and focused on the clinical challenges presented by patients with<br />

complex and/or chronic diseases can serve as models for other medical specialties, and gain funding<br />

and recognition for those academic programs that take the lead in incorporating the latest technology<br />

into patient-oriented research.<br />

<strong>Rheumatology</strong> centers that are able to synthesize their basic, translational and clinical research<br />

expertise with the expert clinical care <strong>of</strong> patients with complex rheumatic diseases will assume<br />

leadership roles. The popular treat-to-target concept is a step toward control <strong>of</strong> inflammatory arthritis,<br />

but is not yet able to incorporate in the most informative manner all available clinical, demographic,<br />

patient-derived and biologic information on a given patient. Research that develops tools for<br />

identification <strong>of</strong> the factors that independently predict disease course or outcome would contribute to<br />

more efficient patient care. Addition <strong>of</strong> informative predictive biomarkers to the predictive clinical<br />

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parameters would not only permit estimates <strong>of</strong> prognosis but could ideally support selection <strong>of</strong><br />

traditional DMARDS vs. biologic therapy in a patient with inflammatory arthritis. A more challenging<br />

goal, in view <strong>of</strong> the extreme individual genetic and biologic complexities and variable expression <strong>of</strong><br />

those complexities for every patient, would be a clinical and biomarker-related predictive tool for<br />

selection <strong>of</strong> a specific category <strong>of</strong> biologic drug (i.e. TNF antagonist vs. anti-B cell agent). The COR and<br />

the research funding mechanisms <strong>of</strong> the <strong>Rheumatology</strong> Research Foundation have acknowledged the<br />

value <strong>of</strong> prioritizing research with the goal <strong>of</strong> understanding the individual patient and employing that<br />

knowledge to optimize the time to remission and the use <strong>of</strong> healthcare resources. Although the<br />

pharmaceutical and biotech companies that have conducted large clinical trials and also have strong<br />

internal research programs that have the potential to make headway in identifying informative<br />

biomarkers related to therapeutic responses, it is the academic rheumatology programs, in<br />

collaboration with industry partners and patients and with support from various funding sources, that<br />

will be eventually successful in achieving the goal <strong>of</strong> personalized medical care for rheumatic disease<br />

patients.<br />

<br />

Innovative application <strong>of</strong> educational technology, such as simulation techniques 34 , in rheumatology<br />

training programs has great potential for achieving educational goals while optimizing time utilization<br />

by trainees, faculty and patients. Academic rheumatology programs might be encouraged to develop<br />

such rheumatology-specific applications and to disseminate those resources to other programs, but<br />

support for development <strong>of</strong> innovative educational tools might not be among the highest priority goals<br />

for commitment <strong>of</strong> <strong>College</strong> resources at this time.<br />

3.4.2. Recommendations: New Technologies<br />

3.4.2.1. Support the development and implementation <strong>of</strong> tools for incorporation <strong>of</strong> patientderived<br />

data into academic medical practices and research.<br />

<br />

<br />

Specific: Goals for the efforts encompassed by this recommendation include: 1) Improved outcomes<br />

for patients that are most relevant to patient priorities; 2) More time-efficient clinical rheumatology<br />

practice through increased reliance on the patient to input data; 3) Improved patient management<br />

through generation <strong>of</strong> visual demonstrations <strong>of</strong> therapeutic response most relevant to patients; 4)<br />

Expansion <strong>of</strong> relevant clinical data resources to support clinical research studies; 5) Demonstration <strong>of</strong><br />

responsiveness to government priorities regarding the central role <strong>of</strong> the patient in healthcare; and 6)<br />

Development <strong>of</strong> shared resources among academic rheumatology programs<br />

Measurable: Methods to assess success include documentation <strong>of</strong> the use <strong>of</strong> specific data collection<br />

tools through publications and presentations at the annual meeting, success in research funding<br />

through PCORI and other agencies, and monitoring <strong>of</strong> sharing <strong>of</strong> the most effective patient data<br />

collection tools across academic centers<br />

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<br />

<br />

<br />

Attainable: The recommendation is attainable, as several groups have developed patient data<br />

collection tools 31-33 that are useful for both patient care and research, the Swedish RA registries and<br />

routine patient care incorporate patient-entered data, and the draft PCORI Methodology Report<br />

provides guidance on patient-reported data collection approaches 28 .<br />

Relevant: Patients are the primary focus <strong>of</strong> clinical care, research and education, and current trends in<br />

re-design <strong>of</strong> the healthcare system put increased emphasis on the patient’s role and the outcomes<br />

most relevant to patients<br />

Timely: The technology for patient data collection tools is available now, and research funding for<br />

patient oriented research is available now from PCORI and NIH<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The <strong>College</strong> can promote through existent and developing<br />

strategies the vision and tools to attain these goals. These include:<br />

<br />

<br />

<br />

<br />

Prioritization <strong>of</strong> patient-derived data for clinical research by COR<br />

Support for patient-oriented research by the Foundation<br />

Develop a communication plan for interaction between COR and PCORI<br />

Attention by RHIT to systems to incorporate patient-derived data into EMR and registry systems<br />

Resources: Consider dedicated Foundation funds. T<strong>here</strong> is likely to be modest additional staff time for the<br />

Committee on Research.<br />

3.4.2.2. Support the development <strong>of</strong> clinical management tools and systems, including<br />

multidisciplinary management systems and telemedicine, to improve efficiency and<br />

outcomes <strong>of</strong> care, address the limitations and challenges <strong>of</strong> the current healthcare<br />

system, and demonstrate the value <strong>of</strong> academic rheumatology programs.<br />

<br />

<br />

<br />

Specific: The goals <strong>of</strong> this recommendation are to: 1) Minimize stress on clinical rheumatology<br />

practices due to increasing burden <strong>of</strong> the aging population with chronic diseases; 2) Improve patient<br />

outcomes by designing the most effective multidisciplinary care; 3) Design systems to achieve tight<br />

control <strong>of</strong> inflammatory diseases; 4) Address patient lifestyle needs by facilitating distance disease<br />

management; and 5) Optimize utilization <strong>of</strong> physician extenders.<br />

Measurable: Progress can be formally assessed by: 1) Publication <strong>of</strong> systematic and multidisciplinary<br />

disease management systems, and 2) presentations at annual ACR meetings pertinent to<br />

documentation <strong>of</strong> tight disease control by academic rheumatology practices<br />

Attainable: Technology for telemedicine is available. Its value needs to be documented formally<br />

through research studies. In addition, global management strategies that coordinate care provided by<br />

multiple healthcare providers in the most appropriate sequence have not been generally implemented<br />

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<br />

<br />

or the approaches agreed upon. Yet the challenges <strong>of</strong> chronic diseases and limitations <strong>of</strong> resources<br />

justify stimulating focus on this goal.<br />

Relevant: Achieving this goal would improve efficiency <strong>of</strong> academic rheumatology clinical practice, and<br />

would demonstrate the capacity <strong>of</strong> academic rheumatology centers to design high impact innovative<br />

approaches to healthcare that address significant challenges.<br />

Timely: The challenges <strong>of</strong> the current healthcare environment, as well as local time and resource<br />

limitations <strong>of</strong> academic rheumatology programs justify this aim.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The <strong>College</strong> can promote through existent and developing<br />

strategies the vision and tools to attain these goals. These can include:<br />

<br />

<br />

<br />

Attention from CORC to multidisciplinary patient management strategies<br />

Consider having CORC and COR bring together experts in systems analysis and representatives from<br />

academic rheumatology programs to brainstorm promising systems for coordinated care <strong>of</strong> patients<br />

with chronic diseases<br />

Encourage submissions for studies <strong>of</strong> patient care involving telemedicine approaches<br />

Resources: A project proposal for support <strong>of</strong> a focus group/working group on systems analysis approaches to<br />

coordinated care would require dedicated resources from the groups identified.<br />

3.4.2.3. Consider and define the appropriate application <strong>of</strong> imaging technology in academic<br />

rheumatology practices and training programs, and support the active contribution <strong>of</strong><br />

academic rheumatology programs to development <strong>of</strong> new imaging technology to<br />

improve patient care.<br />

<br />

<br />

<br />

Specific: Goals <strong>of</strong> the activities identified in this recommendation are: 1) Determination <strong>of</strong> the most<br />

appropriate use and value <strong>of</strong> incorporation <strong>of</strong> MSUS in academic rheumatology practices; 2)<br />

Consideration <strong>of</strong> how to best navigate the competitive challenges in many academic centers that limit<br />

incorporation <strong>of</strong> MSUS in rheumatology practices; 3) Design <strong>of</strong> the most appropriate curriculum<br />

focused on imaging techniques for rheumatology training programs; and 4) Encouraging innovative<br />

research to develop novel imaging technologies for rheumatic disease patient evaluation and<br />

management<br />

Measurable: Obtaining data on use, with or without billing, <strong>of</strong> MSUS in academic rheumatology<br />

practices. In addition, obtaining data from rheumatology training programs on how they incorporate<br />

MSUS training, and funding <strong>of</strong> grants focused on imaging technology.<br />

Attainable: Because t<strong>here</strong> are political aspects to this goal t<strong>here</strong> is uncertainty regarding extent to<br />

which MSUS will be successfully incorporated into academic practices. However, COTW and COR can<br />

track use <strong>of</strong> imaging in rheumatology programs.<br />

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<br />

<br />

Relevant: Imaging technology is an important adjunct to patient care and needs to be incorporated in<br />

the most appropriate yet evidence-based manner. In addition, imaging technology can provide an<br />

important revenue stream for rheumatology programs, to the extent that they can capture that<br />

revenue<br />

Timely: If academic rheumatology practices do not take at least partial ownership <strong>of</strong> implementing<br />

imaging into clinical care, they will have missed an opportunity.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The <strong>College</strong> can promote through existent and developing<br />

strategies the vision and tools to attain these goals. These may include:<br />

<br />

<br />

<br />

Documentation by CORC <strong>of</strong> use <strong>of</strong> and billing for MSUS in academic rheumatology practices<br />

Development by COTW <strong>of</strong> imaging curriculum for training programs<br />

COR and Foundation encourage research on novel imaging technologies<br />

Resources: Dedicated staff and volunteer time in the areas <strong>of</strong> socioeconomic affairs, education, research and<br />

training, and the Foundation will be needed.<br />

3.4.2.4. Encourage and support research aimed at development <strong>of</strong> predictive tools, including<br />

clinical, demographic, patient-derived and biologic parameters, to improve patient<br />

management.<br />

<br />

<br />

<br />

<br />

Specific: The goals encompassed by this recommendation include: 1) Improved outcomes for patients;<br />

2) Improved patient compliance and engagement; 3) Increased efficiency <strong>of</strong> academic (and nonacademic)<br />

rheumatology practices; 4) More effective utilization and targeting <strong>of</strong> available therapeutic<br />

options; 5) Effective collaboration between academic rheumatology centers and industry partners;<br />

and 6) Growth in funding <strong>of</strong> translational research led by academic rheumatology programs<br />

Measurable: Success can be assessed through publication and presentation <strong>of</strong> validated prediction<br />

tools, and successful funding for research studies aimed at development <strong>of</strong> predictive tools and<br />

biomarkers.<br />

Attainable: This is a challenging but potentially attainable goal. Awareness and application <strong>of</strong> the<br />

newest bioinformatics approaches, including those developed for analysis <strong>of</strong> large genetic and genomic<br />

research datasets can facilitate success. In addition, advances in understanding the<br />

immunopathogenesis <strong>of</strong> rheumatic diseases, along with the generation <strong>of</strong> large datasets (genetic, gene<br />

expression, proteomics, etc.) provide data ripe for analysis in biomarker research.<br />

Relevant: Development <strong>of</strong> predictive tools for diseases such as rheumatoid arthritis or lupus would<br />

have a major impact on efficient and effective patient management and outcomes. In addition,<br />

development <strong>of</strong> informative biomarkers by academic rheumatology centers would likely bring in grant<br />

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<br />

support, might establish intellectual property generating sustained revenue and would provide a basis<br />

for high pr<strong>of</strong>ile demonstration <strong>of</strong> the value <strong>of</strong> academic rheumatology<br />

Timely: Predictive tools are needed; the biology and information technology support may be sufficient<br />

to support success.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The <strong>American</strong> <strong>College</strong> <strong>of</strong> <strong>Rheumatology</strong> can promote through<br />

existent and developing strategies the vision and tools to attain these goals. These can include:<br />

<br />

<br />

COR can aggregate information on bioinformatics tools and statistical approaches to analysis <strong>of</strong> large<br />

datasets for the benefit <strong>of</strong> research conducted by its members<br />

COR and the Foundation can encourage and fund research focused on development <strong>of</strong> predictive<br />

clinical tools and biomarkers<br />

Resources: Dedicated staff and volunteer time in the research and training and the Foundation, as well as<br />

dedicated funds from the Foundation for research grants.<br />

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3.5. Expansion and cross-disciplinary integration <strong>of</strong> clinical data infrastructure.<br />

3.5.1. Background and Rationale<br />

<br />

<br />

<br />

<br />

The growing complexity <strong>of</strong> all areas <strong>of</strong> medicine and the continuing rapid development <strong>of</strong> new<br />

knowledge impacts all physicians and practices. Certainly this is true in <strong>Rheumatology</strong> with basic and<br />

clinical research on the immune system, among other fields <strong>of</strong> science relevant to the rheumatic<br />

diseases, and the myriad <strong>of</strong> complex diseases that rheumatology pr<strong>of</strong>essionals treat. In addition, the<br />

importance <strong>of</strong> demonstrating that rheumatologists provide quality care that is patient centered and<br />

efficient, as embodied in the quality movement over the past decade or more, also impacts the need<br />

for integrating various tools such as electronic medical records, registries and other databases.<br />

Academic medical centers are large and extremely complex organizations. With missions such as<br />

teaching and research that extend beyond providing clinical care, the need for robust data integration<br />

is great. Academic divisions are looked upon to create new knowledge through basic, clinical and<br />

translational research that can be effectively and rapidly translated into improved clinical care for our<br />

patients.<br />

Electronic medical record (EMR) use is prevalent in academic rheumatology centers (>70%). However,<br />

many <strong>of</strong> these are “generic”, and not specifically designed for the rheumatology practice. This is due in<br />

large part to the fact that the academic divisions and departments are <strong>of</strong>ten not in control <strong>of</strong> their own<br />

practices, as institutions make decisions about choosing between different information technology<br />

options. The ACR Benchmark survey indicates that the EMR is heavily used for test ordering. The EMR<br />

is integrated with registries in approximately 30% <strong>of</strong> cases. It is used to update medication lists in<br />

nearly 90% <strong>of</strong> practices overall, and is used for staff communications and patient communications.<br />

T<strong>here</strong> is no uniformity in the way medical information, particularly rheumatology relevant information,<br />

is gat<strong>here</strong>d. A further major problem is that t<strong>here</strong> are a number <strong>of</strong> different EMR platforms used at<br />

different institutions which today cannot be linked to each other. As a result, potential solutions that<br />

may have been developed using a particular EMR or registry and disseminated through abstracts and<br />

the medical literature, or by comparing best practices, may not be available if the institution has<br />

chosen a different platform.<br />

Ideally the expansion and cross-disciplinary integration <strong>of</strong> data would serve multiple functions in an<br />

efficient, user friendly manner with the ability to continuously improve as new technologies and<br />

solutions become available. Too <strong>of</strong>ten, academic centers operate as independent silos, each inventing<br />

their own solutions to problems and challenges, resulting in decreased global efficiency. Solutions to<br />

this are not unprecedented at the national level. The NIH utilizes national and regional cores to<br />

integrate and synergize the research efforts <strong>of</strong> individual CTSA units. Similarly, in the clinical sector,<br />

the Office <strong>of</strong> National Coordinator <strong>of</strong> Health Information Technology (ONCHIT) is tasked with certifying<br />

EHR programs and developing compatibility standards. More specifically, their initiatives parallel our<br />

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own desires: cyber security, nationwide health information networks and clinical decision support 35 .<br />

Although in their infancy, these programs and similar state and regional efforts would allow clinical<br />

data, with disease registries either embedded within the electronic medical record or with excellent<br />

interfaces between systems, to interface with research applications and application to point <strong>of</strong> care<br />

reminders in order to measure and drive clinical quality improvement. These might also link to<br />

applications such as maintenance <strong>of</strong> certification and licensure. These solutions must constantly look<br />

at and solve administrative burden issues. None <strong>of</strong> this is easy, but it is essential to drive innovations<br />

that improve care without putting continuous additional burdens on rheumatologists and other<br />

members <strong>of</strong> the care team in an already strained workforce.<br />

3.5.2. Recommendations: Clinical Data Infrastructure<br />

3.5.2.1. Continue significant investment in Registries and Health Information Technologies<br />

The panel recommends that the <strong>College</strong> continue to invest heavily in the structure and function <strong>of</strong> the Registry<br />

and Health Information Technologies department and corresponding committee (RHIT). The committee, as<br />

one <strong>of</strong> its charges, should specifically address the challenges and opportunities that exist with expansion and<br />

cross-disciplinary integration <strong>of</strong> clinical data infrastructure in academic rheumatology. In collaboration with<br />

the QOC and CORC, it should quickly translate new measures <strong>of</strong> process and outcomes into the RCR and<br />

partnering EMR entities, including point <strong>of</strong> care reminders, guidelines and disease management instruments.<br />

It should also partner with the Committee on Research regarding emerging options such as expanded<br />

biomarker registries and outcomes research.<br />

<br />

<br />

Specific: The goals <strong>of</strong> the recommendation in this aim are: 1) Improved care across the continuum <strong>of</strong><br />

rheumatologic disease care by the use <strong>of</strong> expanded and integrated information technology; 2)<br />

Improved efficiency <strong>of</strong> the academic clinical practice; 3) Rapid transfer <strong>of</strong> new knowledge gained from<br />

research to patient care by innovative technological solutions; 4) Providing the current and future<br />

<strong>Rheumatology</strong> workforce with new tools and knowledge about how to use them; 5) Assisting academic<br />

practices in demonstrating their value by utilizing technology for measurement and reporting to<br />

internal and external stakeholders (the institution, CMS, third party payers, etc.); 6) Developing<br />

support services that academic units and others can utilize to share best practices; and 7) It is<br />

acknowledged that physician time is the most expensive resource, so academic centers are best served<br />

by developing and expanding data infrastructure to drive efficiencies;<br />

Measurable: Success in this recommendation can be assessed using: 1) Disease outcomes metrics<br />

including cost effectiveness, patient satisfaction with care, treating to target, patient safety, remission<br />

or low disease state, etc.; 2) Provider satisfaction based on ability to measure processes and outcomes<br />

easily, and more efficiently; 3) Growth <strong>of</strong> the rheumatology division portfolio based on growth <strong>of</strong><br />

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<br />

<br />

<br />

practice due to efficiencies, growth <strong>of</strong> grants based on measurable and retrievable research data,<br />

meeting external demands (reporting parameters such as EMR adoption, E-prescribing, meaningful<br />

use); 4) Cost savings and cost recovery attributable to the implementation <strong>of</strong> these measures; 5) The<br />

number <strong>of</strong> academic units that connect with RISE or other registries; and 6) Measures <strong>of</strong> utilization<br />

(listserv subscriptions, web traffic, call volume) <strong>of</strong> new support services.<br />

Attainable: The RCR already exists and can be utilized, and RISE is under development. EMR utilization<br />

in academic rheumatology centers is prevalent (>70%) and examples linked with registries exist. T<strong>here</strong><br />

has been and continues to be ongoing innovation in optimizing EMRs and registries (see recent ASM<br />

abstracts in the Clinical Quality and Innovation arena). PQRS has proven that use <strong>of</strong> registries and other<br />

technology can allow either bonuses for, or prevent penalties associated with reporting quality<br />

measures.<br />

Relevant: Academic rheumatology divisions and the academic workforce in general are under financial<br />

and productivity strain. Expanding data infrastructure will allow for revenue growth, efficiencies, a<br />

more satisfied workforce and demonstration <strong>of</strong> the value <strong>of</strong> the academic division. Technology exists<br />

and is expanding rapidly to allow for more robust information technology solutions. In addition,<br />

meaningful use stage II requirements include reporting to a specialty registry and reporting on clinical<br />

quality measures, all <strong>of</strong> which could be satisfied through the registry.<br />

Timely: Academic centers see the most complex tertiary and quaternary patients. They expect, and<br />

internal and external stakeholders demand, excellent care in line with the IOM’s Six Aims 36 . It is<br />

impossible to improve what isn’t measured, and it must be done in a cross disciplinary and efficient<br />

manner. In addition, as part <strong>of</strong> the Affordable Care Act 37 , over the next several years t<strong>here</strong> will be<br />

increasing demands, and in fact already planned potential financial penalties, for non-reporting <strong>of</strong><br />

required information to the Centers for Medicare and Medicaid Services. With affordable care<br />

organizations and other innovative payment models, revenue will also be at risk if the technology to<br />

measure processes, outcomes, and efficiencies <strong>of</strong> care is not harnessed. Finally, the <strong>College</strong> has<br />

acknowledged the importance <strong>of</strong> this area by its substantial investment in quality measurement,<br />

development <strong>of</strong> the RCR, and formation <strong>of</strong> the RHIT Committee.<br />

Brief Statement <strong>of</strong> Strategies and Tactics:<br />

<br />

<br />

<br />

<br />

<br />

Continued investment in the structure and function <strong>of</strong> the RHIT Committee<br />

Expansion <strong>of</strong> registry portfolio<br />

Dashboard or toolbox <strong>of</strong> resources for academic division to shorten timelines, improve efficiencies,<br />

share best practices, demonstrate value to internal and external stakeholders<br />

Expansion <strong>of</strong> online resources to share best practices<br />

Utilize gatherings <strong>of</strong> Division Directors and Fellowship Directors at the annual meeting to share<br />

advances in clinical data infrastructure<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

Resources: It is expected that volunteer and staff time in the areas <strong>of</strong> RHIT, QOC, and CORC will be needed.<br />

Further development <strong>of</strong> specific technologies identified may require financial commitments (such as<br />

expansion <strong>of</strong> RCR, other planned registries)<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3.6. Regulatory burdens within the clinical and scientific enterprise<br />

3.6.1. Background and Rationale<br />

<br />

<br />

Regulatory burdens as a major component <strong>of</strong> administrative activities negatively impact all missions <strong>of</strong><br />

academic Divisions <strong>of</strong> <strong>Rheumatology</strong>, including research, education, and clinical practice.<br />

Demonstrating compliance with an increasing number <strong>of</strong> regulations adds work hours and frustration<br />

to academic faculty and their staff. In 1997, Jordan J. Cohen, MD, President <strong>of</strong> AAMC, noted that<br />

“increasing the administrative burden <strong>of</strong> meeting expanding regulatory and reporting requirements”<br />

threatened academic medicine 38 . Since that time, the regulatory requirements have only increased.<br />

The ACR Benchmark Survey from May 30, 2012 noted that administrative duties accounted for more<br />

than 10% <strong>of</strong> time for 48.1% <strong>of</strong> the academic workforce 4 .<br />

In the research arena, a comprehensive survey was completed by the Federal Demonstration<br />

Partnership (FDP), a cooperative initiative among ten federal agencies (including the NIH and NSF) and<br />

approximately one hundred institutions that receive federal funds. The FDP was established in 1988,<br />

and its purpose is to streamline the administration <strong>of</strong> federally sponsored research. The faculty<br />

administrative burden survey was carried out by the Faculty Standing Committee on the FDP and the<br />

report was made public in January 2007 39 . In addition to “direct” research activities, faculty<br />

researchers also undertake activities that enable and support their research projects, which includes<br />

complying with institutional rules and State and Federal laws that govern research (e.g., rules<br />

governing research on human subjects, using and care <strong>of</strong> animal subjects, safe handling <strong>of</strong> hazardous<br />

material). When research is supported by federal funds, faculty researchers commit to additional tasks<br />

intended to guarantee effective use and stewardship <strong>of</strong> those funds, such as writing periodic scientific<br />

progress reports, providing financial reports, and certifying the effort <strong>of</strong> research participants. T<strong>here</strong><br />

“indirect” research activities that ensure compliance with applicable rules, regulations, and policies are<br />

essential for the safety and welfare <strong>of</strong> research participants, sponsors, and the public. However, they<br />

constitute a set <strong>of</strong> burdens on researchers that, if not handled efficiently, can diminish the time<br />

available for the research itself. Key results <strong>of</strong> this report include:<br />

o Of the time that faculty committed to federal research, 42% was devoted to pre- and postaward<br />

administrative activities, not to active research.<br />

o Particularly burdensome were IRB compliance issues, HIPAA compliance issues, and IACUC<br />

protocols, training and compliance issues.<br />

o 95% <strong>of</strong> respondents believed that they could devote additional time to active research if they<br />

had more assistance with research-related administrative tasks.<br />

o 76% <strong>of</strong> respondents were willing to reallocate direct costs to provide for research-required<br />

administrative support.<br />

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<br />

<br />

<br />

<br />

o The time required to complete administrative tasks is a result <strong>of</strong> federal agency and local<br />

institutional policies, procedures, and systems.<br />

o Many tasks should be streamlined or made uniform across institutions and federal funding<br />

agencies in order to lower the time required for completion.<br />

o 83.6% agreed that administrative burden associated with federally funded grants has increased<br />

in recent years.<br />

o As compared with Full Pr<strong>of</strong>essors, Assistant and Associate Pr<strong>of</strong>essors rated regulatory<br />

compliance as more burdensome.<br />

o Women and minority investigators also rated regulatory compliance as more burdensome than<br />

do men and non-minority investigators.<br />

The data from the survey clearly show that the level <strong>of</strong> administrative burden is high enough to<br />

routinely take scientists away from their research for significant amounts <strong>of</strong> time and that the problem<br />

may be increasing given new regulations since 2007.<br />

HIPAA regulations specifically impact research in the areas <strong>of</strong> stored tissue and genetic databases, data<br />

warehouses, and community research. The AAHC recommended 40 that HIPAA be revised to allow it to<br />

defer the Common Rule in matters <strong>of</strong> protecting the privacy <strong>of</strong> protected health information <strong>of</strong><br />

research participants. Existing Common Rule guidelines already protect health information. They also<br />

suggest that a national genetic privacy act should be implemented in a revision <strong>of</strong> HIPAA to resolve the<br />

current conflicts and confusion over differences between state genetic privacy acts and HIPAA that<br />

hamper tissue bank and genetic dataset research.<br />

Smith, et al. 41 state that “quantifying the monetary and productivity costs <strong>of</strong> regulations is <strong>of</strong>ten<br />

difficult. W<strong>here</strong>as the cost <strong>of</strong> each individual regulation may not appear to be significant, the real<br />

problem is the gradual, ever-increasing growth or stacking <strong>of</strong> regulations.” Increasing regulatory<br />

burdens are occurring during a period <strong>of</strong> severe financial pressure, and recovery <strong>of</strong> costs is determined<br />

by rules set by the White House Office <strong>of</strong> Management and Budget which restricts reimbursement to<br />

Universities by the federal government. This report identifies relatively few categories <strong>of</strong> solutions:<br />

o Eliminate outright or exempt universities from the regulation<br />

o Harmonize the regulation across agencies to avoid duplication and redundancy<br />

o Tier the regulation to levels <strong>of</strong> risk rather than assuming that one size fits all<br />

o Refocus the regulation on performance-based goals rather than on process<br />

o Adjust the regulation to better fit the academic research environment<br />

In January 2011, President Obama released Executive Order 13563 “Improving Regulation and<br />

Regulatory Review” 42 , along with two presidential memoranda focused on regulation 43,44 . These<br />

documents require federal agencies to develop plans for regulatory review to ensure that regulations<br />

become more effective and less burdensome. However, higher education has largely been absent from<br />

recent governmental discussions <strong>of</strong> regulatory reform, despite evidence contained in a report prepared<br />

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for the US Commission on the Future <strong>of</strong> Higher Education that “t<strong>here</strong> may already be more federal<br />

regulation <strong>of</strong> higher education that in most other industries 45 .”<br />

<br />

<br />

<br />

<br />

<br />

New NIH guidelines on conflict <strong>of</strong> interest 46 (COI) are set to be implemented by institutions receiving<br />

grants from the Public Health Service (PHS) and will further increase administrative burdens on the<br />

faculty. The PHS Final Rule (42 CFR Part 50) requires that all faculty conducting PHS-funded research<br />

complete an annual Financial Disclosure Statement and places the burden <strong>of</strong> reviewing the information<br />

and developing/implementing a management plan on the institution. Any investigator who does not<br />

complete the disclosure and education will not be permitted to submit a proposal to PHS or continue<br />

working on a funded grant beyond that date. Of course, managing COI is an important issue to assure<br />

public trust in federally-funded research. However, this places additional unfunded administrative and<br />

regulatory burdens on faculty and institutions.<br />

The ACGME approach to certifying that clinicians are prepared to enter clinical practice in their<br />

specialty or subspecialty area <strong>of</strong> medicine is currently focused on the reporting <strong>of</strong> program<br />

requirements. As recently reported in the New England Journal <strong>of</strong> Medicine resident duty hour<br />

regulations developed by the ACGME went into effect in July 2003 47 and were preceded by much<br />

debate among medical educators. The regulations have forced change in the structure <strong>of</strong> many<br />

residency programs and all programs have been forced to re-evaluate the structure <strong>of</strong> patient care<br />

systems in the academic setting. Program directors are faced with a new layer <strong>of</strong> administrative burden<br />

in providing documentation <strong>of</strong> compliance with the regulations. Fortunately, rheumatology fellowships<br />

are not severely impacted by this particular regulatory burden at the current time due to the nature <strong>of</strong><br />

the specialty, but in the rapidly expanding regulatory climate continue to be at risk.<br />

In a recent New England Journal <strong>of</strong> Medicine article, authors outlined the New Accreditation System,<br />

which will go into effect for Internal Medicine subspecialties in 2014 48 . The new system will require<br />

training programs to report on to be determined benchmarks. It is critical that the <strong>College</strong> lead the<br />

efforts to establish these benchmarks in a proactive manner rather than react to increased regulatory<br />

burdens.<br />

Maintenance <strong>of</strong> Certification (recertification) promotes lifelong learning and the enhancement <strong>of</strong> the<br />

clinical judgment and skills essential for high quality patient care. Rheumatologists certified in or after<br />

1990 renew their certificates through ABIM's Maintenance <strong>of</strong> Certification program. In addition to<br />

sitting for the exam, ABIM requires completion <strong>of</strong> self-evaluation in medical knowledge and practice<br />

performance 49 .<br />

Regulations around incentives for reporting <strong>of</strong> clinical quality measures (CQM) through electronic<br />

health records (EHR) will increase regulatory burdens for academic clinical practices. In July 2010, the<br />

Centers <strong>of</strong> Medicare & Medicaid Services (CMS) published a final rule 50 which established three phases<br />

<strong>of</strong> the EHR Incentive Program. (1) The use <strong>of</strong> a certified EHR in a meaningful manner. (2) The electronic<br />

exchange <strong>of</strong> health information to improve quality <strong>of</strong> health care. (3) The use <strong>of</strong> certified EHR<br />

technology to submit clinical quality and other measure. CMS defines CQM as the “tools that help us<br />

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measure or quantify healthcare processes, outcomes, patient perceptions, and organizational structure<br />

and/or systems that are associated with the ability to provide high-quality health care and/or that<br />

relate to one or more quality goals for health care.”<br />

3.6.2. Recommendations: Regulatory Burdens<br />

3.6.2.1. Collaborate with other organizations to understand and support current activities that<br />

would lower research regulations at academic centers.<br />

The COR should develop a strategy to engage with the Federal Demonstration Partnership, the<br />

<strong>American</strong> Association <strong>of</strong> Universities, the Clinical and Translational Science Award (CTSA) consortium,<br />

and other umbrella organizations to understand the current activities that would lower research<br />

regulations at Universities. Charge COR to engage other standing committees, such as the GAC, that<br />

may be able to address the issue.<br />

<br />

<br />

<br />

<br />

<br />

Specific: Improved understanding <strong>of</strong> the ongoing national efforts to reduce regulatory burdens<br />

associated with research. Develop a strategy to understand these issues and contribute to solutions in<br />

conjunction with other pr<strong>of</strong>essional and volunteer organizations.<br />

Measurable: Contacts and participation with outside organizations and ability to gain insights into their<br />

efforts from the perspective <strong>of</strong> academic rheumatology.<br />

Attainable: Engagement with the process should be attainable but the ability <strong>of</strong> the <strong>College</strong> to impact<br />

the ultimate policy and regulatory decisions is not clear.<br />

Relevant: Regulatory burdens dramatically reduce the time academic scientists participate in the<br />

conduct <strong>of</strong> research.<br />

Timely: T<strong>here</strong> are a number <strong>of</strong> national efforts directed at reducing regulatory burdens imposed by<br />

federal regulations and institutional rules. At a national level, t<strong>here</strong> are stated goals articulated in<br />

presidential orders to reduce regulatory burdens, but research universities have been absent from the<br />

discussion.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: Identify and contact representatives <strong>of</strong> national organizations<br />

working to reduce regulatory burden. Understand the initiatives that are in place and determine how the ACR<br />

can or should contribute to these efforts.<br />

Resources: Staff time will be required to perform the work described above. A volunteer from COR will need<br />

to assist with pr<strong>of</strong>essional interactions.<br />

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3.6.2.2. Ensure organizational accountability with respect to following best practices in<br />

administration <strong>of</strong> programs<br />

<br />

<br />

<br />

<br />

<br />

Specific: This recommendation is intended to ensure that programs managed by our organization<br />

create a positive, burden-free experience for the participants (our members). An audit <strong>of</strong> all ACR<br />

program administration procedures is necessary to ensure streamlined procedures (e.g., volunteer<br />

nominations, awards <strong>of</strong> distinction, FIT scholarship, etc.); however this is particularly important for our<br />

Foundation programs, to allow investigators to spend their time on direct research activities rather<br />

than indirect activities that add to administrative burdens.<br />

Measurable: While it is essential to ensure quality control and obtain information needed to make<br />

appropriate decisions and selections, the types and frequency <strong>of</strong> contacts should have concrete goals.<br />

The time for completion <strong>of</strong> administrative tasks should be assessed by the Committees and Councils<br />

responsible for each program, and/or a small focus group <strong>of</strong> participants.<br />

Attainable: The <strong>College</strong> has control over administration <strong>of</strong> its programs, so achieving this goal is<br />

attainable.<br />

Relevant: This goal is relevant because it assures that our own organization does not contribute to the<br />

overall burden <strong>of</strong> regulation.<br />

Timely: This recommendation is in conjunction with our overall goal to reduce regulatory burdens that<br />

impact time and stress associated with rheumatology career development.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: Charge the Foundation’s Scientific Advisory Council with a careful<br />

review <strong>of</strong> the administrative activities associated with the awards portfolio and assure that t<strong>here</strong> is no excess<br />

burden beyond what is necessary to assure success <strong>of</strong> grantees and <strong>of</strong> the portfolio. This review should<br />

include a thoughtful audit <strong>of</strong> the current policies and procedures, reporting requirements and templates, etc.<br />

Resources: Achieving this outcome will require minimal time from Foundation staff and volunteers.<br />

3.6.2.3. Develop a comprehensive strategy to address new ACGME reporting requirements.<br />

<br />

<br />

<br />

Specific: This recommendation targets the need for the ACR to contribute to the development <strong>of</strong> our<br />

own educational standards and metrics.<br />

Measurable: The deliverable product <strong>of</strong> this recommendation is approval by ACGME <strong>of</strong> suggested<br />

specialty-specific measures <strong>of</strong> competency.<br />

Attainable: The ACR has established a good working relationship with the ACGME, and the COTW<br />

(Committee on Training and Workforce) has already begun work in this area.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

<br />

<br />

Relevant: This process is meant to assure that all relevant resources <strong>of</strong> the ACR are utilized to achieve<br />

the goals <strong>of</strong> the organization with regard to academic rheumatology and serve the members <strong>of</strong> the<br />

college by establishing the reporting standards for the specialty.<br />

Timely: With changes in ACGME reporting requirements on the horizon in the next 12-24 months, the<br />

ACR must be proactive in setting the standards for the specialty.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: COTW will be proactive in development <strong>of</strong> new ACGME milestones<br />

and provide format/template for rheumatology training programs to assist with upcoming changes in program<br />

reporting requirements.<br />

The COTW has been working closely with Dr. Jerry Vasilias, Executive Director <strong>of</strong> the Review Committee for<br />

Internal Medicine, Accreditation Council for Graduate Medical Education, and will maintain communications<br />

with the program directors throughout the process as the ACGME/RC-IM communicate their expectations<br />

specifically regarding the development <strong>of</strong> milestones for rheumatology. The committee plans to establish a<br />

panel to address the new accreditation system with regard to the rheumatology milestones. It will also be<br />

important to engage the clinician scholar educators in this process.<br />

T<strong>here</strong> is still some confusion about expectations for reporting because rheumatology program directors may<br />

be receiving a different message from their core programs. However, ACGME has made it clear that the<br />

development <strong>of</strong> ACGME/ABIM milestones for rheumatology has not <strong>of</strong>ficially begun. When work in this area<br />

does begin (in the future), ACGME and ABIM will contact the ACR and ask the leadership to recommend<br />

individuals to participate in this initiative. Milestones for the subspecialties will not be available when the RC-<br />

IM transitions into the NAS in 2013. Milestones for all <strong>of</strong> the subspecialties <strong>of</strong> IM will be developed and<br />

introduced at some point in the future. This transition will allow the ACGME and the ABIM (the partners in the<br />

Milestones venture) to solicit the input and wisdom <strong>of</strong> the education leaders in the subspecialty communities<br />

to develop the subspecialty-specific milestones.<br />

Resources: Achieving this outcome will require additional, or refocused, volunteer and staff time from COTW.<br />

3.6.2.4. Ensure that academic rheumatologists may efficiently complete maintenance <strong>of</strong><br />

certification programs.<br />

<br />

<br />

Specific: This recommendation specifically targets the <strong>College</strong>’s MOC efforts. It is imperative that the<br />

college continue programs through the Committee on Education that enable efficient MOC. Offering<br />

ABIM recognized review courses and practice improvement modules is extremely important.<br />

Measurable: The numbers <strong>of</strong> <strong>of</strong>ferings and the ability <strong>of</strong> members that utilize these resources is a<br />

measurable outcome.<br />

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<br />

Attainable: This recommendation is not a “stretch” goal, but reaffirms the importance <strong>of</strong> activities that<br />

reduce the burdens associated with maintenance <strong>of</strong> certification.<br />

Relevant: As academic rheumatologists are responsible for training students, residents, and fellows it is<br />

essential that all faculty maintain their clinical knowledge and their understanding <strong>of</strong> practice<br />

improvement.<br />

Timely: Ongoing revisions in the maintenance <strong>of</strong> certification process require that the <strong>College</strong> continue<br />

its strong association with ABIM and the ABIM-<strong>Rheumatology</strong> board.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The COE will continue to plan and <strong>of</strong>fer specific courses that meet<br />

ABIM requirement, continually update the PIM, and assure that academic rheumatologists are aware <strong>of</strong><br />

resources that can assist with maintenance <strong>of</strong> certification.<br />

Resources: This is an ongoing activity <strong>of</strong> COE so no additional new resources will be required.<br />

3.6.2.5. Assure consideration for the inclusion <strong>of</strong> academic clinical practices in Registry and<br />

Practice work plans to assist with implementation <strong>of</strong> reporting requirements.<br />

• Specific: The RCR now enables practitioners in all venues to complete their PQRS reporting<br />

requirements. This effort may not have substantial impact on academic clinical practices because these<br />

systems are available in house at these facilities. However, more importantly, the registry will enable<br />

tracking <strong>of</strong> quality <strong>of</strong> care, which, when needed in the future, will be an asset to participating clinical<br />

practices, including academic practices.<br />

• Measurable: Can track the proportion <strong>of</strong> participating sites utilizing the registry for quality <strong>of</strong> care<br />

reporting.<br />

• Attainable: Can be integrated into existing efforts, with understanding that success will depend on ease<br />

<strong>of</strong> connectivity and use and ready access to data for this purpose.<br />

• Relevant: Quality <strong>of</strong> care is also part <strong>of</strong> the ACGME mandated curriculum for fellowship training, which<br />

could be facilitated by the registry. The ACR could also monitor the number <strong>of</strong> training programs<br />

whose fellows use the registry to meet their curriculum requirements in the area <strong>of</strong> quality <strong>of</strong> care.<br />

Timely: Full implementation <strong>of</strong> the registry will assist clinical practices and training programs in<br />

meeting these administrative requirements.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: These efforts should be integrated into existing activities <strong>of</strong> CORC<br />

and RHIT.<br />

Resources: Minimal time and effort from staff and committee members in the areas named above.<br />

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3.7. Workforce development across all domains, including expansion <strong>of</strong> the quality and quantity <strong>of</strong><br />

fellowship pool, better integration <strong>of</strong> PhD faculty into academic rheumatology and the <strong>College</strong>, and<br />

enhanced training <strong>of</strong> nurse practitioners and physician’s assistants leading to efficient incorporation <strong>of</strong><br />

these health pr<strong>of</strong>essionals into both academic clinical care and rheumatology community practice<br />

settings.<br />

3.7.1. Background and Rationale<br />

<br />

<br />

<br />

<br />

<br />

<br />

T<strong>here</strong> is an increasing demand for health care pr<strong>of</strong>essionals with specialized training to attend to the<br />

medical needs <strong>of</strong> the estimated 84 million <strong>American</strong>s afflicted by a rheumatic disease or poor bone<br />

health 51 . Unfortunately, t<strong>here</strong> is not an adequate supply <strong>of</strong> physicians and health pr<strong>of</strong>essionals to meet<br />

this demand.<br />

The rheumatology workforce shortage is based not only on the increased needs <strong>of</strong> an aging population,<br />

but also on the changing demographics <strong>of</strong> the rheumatology workforce, including age distribution,<br />

gender trends, shifting expectations regarding workload and hours, and the impending retirement <strong>of</strong> a<br />

large segment 4 <strong>of</strong> providers..<br />

Insightful academic benchmark data have been acquired recently, resulting in recommendations for<br />

continued analysis and specific projects 3-7 . However, many <strong>of</strong> the recommendations have not yet been<br />

acted upon, and t<strong>here</strong> is as yet little quantitative understanding <strong>of</strong> the expected impact on the<br />

academic rheumatology community over the next 10-15 years. An aging work force and a stagnant<br />

number <strong>of</strong> trainees currently in academic training programs have the potential to result in a pr<strong>of</strong>ound<br />

limitation <strong>of</strong> access to care.<br />

Current projects such as Choose <strong>Rheumatology</strong> and student outreach events at the Annual Meeting<br />

have recently been implemented through the COTW; however it is crucial that the <strong>College</strong> increase its<br />

efforts to recruit qualified individuals to the specialty 52 , and dedicate the resources necessary to grow<br />

and develop the workforce to sustain the future <strong>of</strong> rheumatology.<br />

Despite the potential to add to the diversity and quality <strong>of</strong> the workforce, international trainees <strong>of</strong>ten<br />

are required to leave the country after the completion <strong>of</strong> training. Several pr<strong>of</strong>essional groups are<br />

already proposing new policies to retain these types <strong>of</strong> individuals within the US workforce as a means<br />

to improve the quality and scientific impact <strong>of</strong> the US academic faculty pipeline 15 . Similar steps might<br />

be beneficial to rheumatology as well.<br />

In addition to the issues noted above, in recent years funding <strong>of</strong> residents through Medicaid has been<br />

withdrawn, the financial security <strong>of</strong> rheumatology and especially pediatric rheumatology divisions has<br />

eroded, and institutional support for subspecialty training has diminished. In parallel, the number <strong>of</strong><br />

open training positions has remained substantial, most likely due to limitations in available funds 53 .<br />

Funding shortfalls for rheumatology training have also been significantly exacerbated by funding<br />

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<br />

<br />

<br />

<br />

<br />

allocation shifts at the NIH. Thus, the success rates for individual and institutional NIH Fellow Training<br />

(F and T grants, respectively) and career development (K) grants have declined from over 50% to<br />

around 30% for NIAMS, with concurrent declines at other institutes important to academic<br />

rheumatology such as NIAID. Similarly, the funding <strong>of</strong> rheumatology research is threatened. Despite<br />

the flat NIH budget, total funding for research defined as “arthritis” is actually dropping, and the effect<br />

<strong>of</strong> that change on research capabilities is additionally magnified by inflation and mandated salary<br />

increases for technical research staff as well as artificial PI salary caps. These trends increase the<br />

potential for established investigators to change career paths and in some cases join industry, resulting<br />

in a decline <strong>of</strong> researchers and educators available as teachers and mentors for the future workforce.<br />

With increases in complexity <strong>of</strong> tools used for the assessment <strong>of</strong> patients with rheumatic diseases,<br />

education <strong>of</strong> trainees becomes more complex and time consuming, thus difficult to perform in<br />

academic rheumatology centers that are challenged by augmented pressures to increase clinical<br />

income.<br />

It is imperative that the <strong>College</strong> work to increase awareness <strong>of</strong> the need for support for adult and<br />

pediatric rheumatology training, and to aggressively advocate for increased support for such training<br />

from governmental agencies and health care institutions.<br />

As the specialty <strong>of</strong> rheumatology faces these mounting challenges, it also faces rapidly expanding<br />

science, leading to new research and clinical care opportunities in a broad array <strong>of</strong> disciplines. These<br />

areas include immunotherapeutics, autoimmunity, autoinflammatory diseases, bone biology,<br />

osteoimmunology, pulmonary biology, mucosal immunology, pain medicine, musculoskeletal<br />

ultrasound imaging and many others. This expansion provides new opportunities for sub-specialization<br />

within rheumatology, a process which may draw new individuals into the field. This also demands the<br />

availability <strong>of</strong> highly trained and specialized educators who can effectively teach across a wide<br />

spectrum <strong>of</strong> domains, ranging from the interpretation <strong>of</strong> novel genetic tests to the use <strong>of</strong> ultrasound<br />

and other advanced imaging tools.<br />

With specific regard to academic rheumatology clinical practices, reimbursement rates 54 <strong>of</strong>ten do not<br />

hold pace with the expenses <strong>of</strong> physician-delivered medical care. Economic pressures as well as the<br />

increasing demand for patient care services point to better utilization <strong>of</strong> mid-level providers (MLP), i.e.<br />

Physician Assistants (PAs), Nurse Practitioners (NPs) and Advanced Practice Nurses (APN). Currently,<br />

these segments are the fastest growing areas within the ARHP membership, and are expected to play<br />

more prominent roles in both academic and community practices. The <strong>College</strong> has developed a<br />

comprehensive course for practitioners in adult and pediatric rheumatology, but has not yet<br />

constructed a formal training program for these providers.<br />

Another area <strong>of</strong> potential growth and integration within the rheumatology workforce is PhD scientists.<br />

These individuals are the lifeblood <strong>of</strong> academic divisions 55,56 and necessary for the future success <strong>of</strong><br />

academic rheumatology. However, these individuals are <strong>of</strong>ten not eligible for independent research<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

funding and are not fully integrated into academic divisions across the country. Funding their positions<br />

remains a challenge, and their contributions require innovative solutions to this complex issue.<br />

<br />

The panel strongly recommends the <strong>College</strong> lead the way in establishing best practices for<br />

incorporating clinical and scientific health pr<strong>of</strong>essionals into academic rheumatology units,<br />

rheumatology practices and the organizational structure <strong>of</strong> the <strong>College</strong> (e.g., service and leadership<br />

opportunities).<br />

3.7.2. Recommendations: Workforce Development<br />

3.7.2.1. Collect annual data to assist with decision making concerning the needs <strong>of</strong> training<br />

and workforce development.<br />

<br />

Specific: This goal speaks to our need to increase our knowledge about the status and needs <strong>of</strong> the<br />

adult and pediatric rheumatology workforce on a more regular basis.<br />

Measurable: Data should include measurables such as:<br />

o Number and types (MD, MD-PhD, PhD, MLP) <strong>of</strong> trainees entering programs, as well as attrition<br />

and reasons (e.g., international medical graduates returning to their home country, career<br />

shifts to industry, etc.)<br />

o Number <strong>of</strong> filled, unfilled and inactive trainee, MLP and junior faculty positions<br />

o Barriers to sub-specialty fellow training (e.g., financial, quality <strong>of</strong> candidates)<br />

o Division’s funding sources for trainees<br />

• Attainable: Existing survey tools could be re-evaluated and modified, or new tools developed to<br />

capture needed workforce data, including gender and race and ethnicity.<br />

• Relevant: The number <strong>of</strong> health care providers (physician and non-physician) desperately needs to be<br />

increased<br />

• Timely: Data could be collected annually in July or August (after traditional end <strong>of</strong> a fellowship training<br />

year). The goal <strong>of</strong> acquiring and analyzing the first data set should be achievable within 1 year, and<br />

then the process should be supported annually to understand changes over time. Ideally this process<br />

would be integrated with other data collection mechanisms within the <strong>College</strong> (e.g., benchmarking<br />

survey, CRM membership database).<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The panel recommends that the <strong>College</strong> conduct an annual<br />

survey <strong>of</strong> program directors and division directors to gather data to assist with up-to-date assessment <strong>of</strong><br />

the training landscape. This information is necessary to enable the <strong>College</strong> to rapidly adjust funding and<br />

lobbying strategies in support <strong>of</strong> sub-specialty training. The data obtained will help monitor financial issues<br />

around fellowship training. The data will not only assist the educational mandate <strong>of</strong> the <strong>College</strong> but also<br />

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provide data in support <strong>of</strong> requesting more federal support for rheumatology training. These data are<br />

especially important in the upcoming years, i.e. during the implementation <strong>of</strong> the Affordable Care Act.<br />

Resources: Staff and volunteer time in the socioeconomic affairs and research and training departments to<br />

modify or develop survey tools to effectively track the needs and activities <strong>of</strong> the academic rheumatology<br />

community and create programs and recommendations to make the needed changes. Staff and volunteer<br />

time in the government affairs department would also be required to increase advocacy focused on key<br />

issues identified from the data collected<br />

3.7.2.2. Increase funding for adult and pediatric rheumatology workforce development.<br />

• Specific:<br />

o Increase funding for individual fellowship slots to a level closer to the full amount (rough<br />

estimates are at least $55,000 per year)<br />

o Reconsider in special circumstances the requirement for institutional support as a prerequisite<br />

for training support<br />

o Reconsider the Foundation’s citizenship requirements for awards and grants<br />

o Increase advocacy to assist divisions to increase institutional support for fellowship programs,<br />

including training in research<br />

o Newly implement the financial support <strong>of</strong> training <strong>of</strong> adult and pediatric MLP and RN’s as well<br />

as other rheumatology allied health pr<strong>of</strong>essionals<br />

• Measurable: Increase the number <strong>of</strong> trainees entering adult and pediatric trainings programs by 20%<br />

o Number <strong>of</strong> graduating trainees from adult and pediatric trainings by 20%<br />

o Decreased number <strong>of</strong> unfilled trainings slots due to lack <strong>of</strong> funding by 50%<br />

o Increased number <strong>of</strong> MLP within rheumatology by 25% (baseline 2013)<br />

• Attainable: Historical data attests to the benefits <strong>of</strong> increased support for training in rheumatology.<br />

This goal is highly relevant to academic rheumatology and to the supply <strong>of</strong> rheumatologists for<br />

community practice.<br />

• Relevant: Increased numbers <strong>of</strong> trainees and assistance with patient care by MLP will increase the<br />

work force in academic rheumatology in order to meet increasing demands for clinical care.<br />

• Timely: The goal <strong>of</strong> acquiring and analyzing the first data set should be achievable within 1 year, and<br />

then the process should be supported annually to understand changes over time.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The panel recommends that the <strong>College</strong> and Foundation commit<br />

even more attention and resources to the training <strong>of</strong> rheumatology health care pr<strong>of</strong>essionals over the next 5<br />

years. Such an effort will not only give the <strong>College</strong> an opportunity to help meet the expanding demand for<br />

care <strong>of</strong> patients with rheumatic disease, but will also firmly establish the role <strong>of</strong> the <strong>College</strong> in defining the<br />

quality and value <strong>of</strong> rheumatology MLP in parallel with its commitment to rheumatology fellowship training.<br />

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Resources: A substantial increase in funds directed to training initiatives will be required.<br />

3.7.2.3. Increase efforts aimed at increasing the rheumatology workforce and limiting<br />

workforce attrition.<br />

Factors that lead to workforce attrition need to be defined, measured and mitigated. The <strong>College</strong> may be<br />

able to play a more active role, in partnership with academic rheumatology units, in application for<br />

permanent visa status for individuals whose training has been supported by the <strong>Rheumatology</strong> Research<br />

Foundation. Successful career models that allow part time academic work during years <strong>of</strong> increased<br />

commitment to child care responsibilities need to be nurtured and disseminated. Strategies to assist<br />

researchers through bottleneck career transition stages, potentially requiring new funding mechanisms,<br />

could mitigate attrition <strong>of</strong> rheumatology researchers, and need to be tested.<br />

• Specific: This goal is aimed at identifying barriers to sustaining a career in academic rheumatology.<br />

• Measurable: A total <strong>of</strong> no more than 230 trainees complete adult or pediatric rheumatology training<br />

programs each year, and the panel is proposing that this number be increased to 280 over 5 years. This<br />

goal may also be measured by the following:<br />

o A measurable increase in the number <strong>of</strong> IMGs who stay in the US , despite initial limitations <strong>of</strong><br />

their visa status<br />

o A measurable decrease in the number <strong>of</strong> rheumatology faculty leaving academic rheumatology<br />

positions<br />

• Attainable: With increased attention on retaining IMGs, reducing attrition within academic<br />

rheumatology, and focusing funds on increased training, this goal is attainable.<br />

• Relevant: This goal is particularly relevant as rheumatology faces a workforce shortage that will lead to<br />

issues with patient access.<br />

• Timely: Given the shortage <strong>of</strong> academic rheumatologists and the remarkable proportion <strong>of</strong> IMGs in<br />

rheumatology trainings programs, the timeliness is clear.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The panel recommends that the <strong>College</strong> increase its focus on<br />

limiting attrition <strong>of</strong> academic rheumatologists, especially to other countries or to non-rheumatology<br />

pr<strong>of</strong>essional pursuits. This envisages a more proactive role <strong>of</strong> the <strong>College</strong> in maintenance <strong>of</strong> the<br />

rheumatology workforce, and involvement in career development across a continuum, ranging from<br />

before commencement <strong>of</strong> fellowship through early and even mid-career transition points.<br />

Resources: This effort would require a modest incremental increase in staff support, as well as limited<br />

funds for new career development programs. The COTW will have a primary role in this effort.<br />

Engagement with the Foundation will be essential in connection with eliminating any barriers to career<br />

development funding that are based on citizenship status.<br />

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3.7.2.4. Increase the support <strong>of</strong> adult and pediatric rheumatology units in providing<br />

specialized training for physicians and mid-level providers.<br />

<br />

<br />

<br />

<br />

<br />

Specific: Given the expanding scope <strong>of</strong> the specialty, greater involvement <strong>of</strong> the <strong>College</strong> is needed<br />

for development and teaching <strong>of</strong> components <strong>of</strong> the core curriculum for trainees. This includes, but<br />

is not limited to, bone biology, immunology, clinical research training, ultrasound, and pain biology<br />

and treatment. Recertification courses are needed for pediatric as well as adult rheumatologists.<br />

Provision <strong>of</strong> certification courses for both adult and pediatric MLP is important. At present, some <strong>of</strong><br />

these modules have been developed; however completion does not provide formal certification.<br />

Measurable: Outcomes <strong>of</strong> this recommendation are measurable, based on development <strong>of</strong> the<br />

specific programs, and the suggested timetable for each:<br />

o Develop a pediatric rheumatology certification course (suggested timetable - late 2014)<br />

o Finalize adult and pediatric rheumatology ultrasound training modules and certification<br />

courses (suggested timetable - by mid to late 2014)<br />

o Develop new modules for the Advanced Course in <strong>Rheumatology</strong> and The Fundamental<br />

Course in <strong>Rheumatology</strong> - for adult and pediatric rheumatology (suggested timetable – mid<br />

to late 2014)<br />

o Develop web-based modules containing training content that can be effectively taught in all<br />

rheumatology training programs. This would include materials for initial certification and<br />

recertification.<br />

Attainable: Given the scope <strong>of</strong> the above mentioned activities and that many <strong>of</strong> them are in<br />

development or have been developed in their first phases, the time frame is both realistic and<br />

appropriate.<br />

Relevant: To maintain/enhance the quality <strong>of</strong> training and allow divisions with large patient<br />

population volumes and those with poor reimbursement pr<strong>of</strong>iles the time for training, the central<br />

provision <strong>of</strong> teaching modules for training and certification <strong>of</strong> physician level and allied health<br />

pr<strong>of</strong>essionals will add value.<br />

Timely: The timeliness is clear and has been demonstrated throughout this section. Although the<br />

AHRP has done much to address this issue, the training <strong>of</strong> non-physician providers in rheumatology<br />

is still in its infancy. T<strong>here</strong> is ongoing work to be done to bring standardization across all the<br />

rheumatology-related pr<strong>of</strong>essions. Special emphasis needs to be aimed at pediatric rheumatology<br />

MLP and eventually also MLP in primary care who may co-manage pediatric rheumatology patients.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The modules for training and certification courses will facilitate<br />

sub-specialty training both for MLP and physician level providers in adult and pediatric rheumatology<br />

academic centers. These actions on whole will allow the MLP to manage stable patients with increased<br />

availability and income stream while at the same time free up critical time for the academic work <strong>of</strong><br />

rheumatology divisions. The <strong>College</strong> should continue to fund the development, testing and marketing <strong>of</strong><br />

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these courses. A goal <strong>of</strong> these efforts, beyond enhancement <strong>of</strong> training and qualifications, should be that<br />

academic rheumatologists can focus more on physician training, thus ensuring complete understanding<br />

and competency by the fellows <strong>of</strong> the entire curriculum. The Foundation should also consider providing<br />

scholarships for these programs.<br />

Resources: Financial, volunteer and staff support will be needed for the development <strong>of</strong> the teaching<br />

materials in collaboration with members and trainings programs. It is expected that curriculum and<br />

program development will be a combined undertaking <strong>of</strong> the ARHP, COE and COTW.<br />

3.7.2.5. Develop best practices for effective integration <strong>of</strong> non-physician health pr<strong>of</strong>essionals<br />

into academic divisions and practices<br />

<br />

<br />

<br />

<br />

<br />

Specific: This goal specifically targets ARHP membership (past, present and future) within academic<br />

centers.<br />

Measurable: Outcomes <strong>of</strong> this recommendation are measurable, based on retaining talented health<br />

pr<strong>of</strong>essionals within academic centers, and should be tracked across time utilizing measurable<br />

outcomes such as:<br />

o Increases in specific ARHP membership segments (e.g., NP, PA, APN and research members)<br />

o Number <strong>of</strong> academic positions held by these members and maintained over time<br />

o Increased capacity across academic divisions upon successful integration<br />

Attainable: Given the work <strong>of</strong> the <strong>College</strong> in this area, and with the increased focus proposed, this goal<br />

is attainable and necessary.<br />

Relevant: Increased demand for care must result in increased supply, and this segment <strong>of</strong> the<br />

workforce must be further developed to assist in meeting this need.<br />

Timely: The timeliness is clear and has been demonstrated throughout this section.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: The panel recommends that the <strong>College</strong> invest in the<br />

development <strong>of</strong> an online guide book to rheumatology that contains a summary <strong>of</strong> important resources<br />

and strategies in cooperation with CORC, COTW, COR and utilize existing models (e.g., University <strong>of</strong><br />

Massachusetts, Hospital for Special Surgery) to create a comprehensive guide for academic rheumatology<br />

divisions across the country.<br />

Resources: It is expected that substantial financial, volunteer and staff support for the development and<br />

dissemination <strong>of</strong> the online guidebook will be needed.<br />

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3.8. Career development and faculty retention at both early and mid-level points, including national<br />

mentoring programs and potential new bridging awards at key transition points<br />

3.8.1. Background and Rationale<br />

• The development <strong>of</strong> a successful academic career in rheumatology requires an extended period <strong>of</strong><br />

support, both in terms <strong>of</strong> appropriate mentoring/training as well as financial support.<br />

• Key steps in this career development process include attracting top trainees to adult and pediatric<br />

rheumatology fellowship training programs, provision <strong>of</strong> strong clinical and research training during<br />

the fellowship period, successful application for career development awards, and adequate mentoring<br />

and support for the transition to independence, either as a rheumatology investigator or clinician<br />

educator.<br />

• Important progress has been made in recent years, particularly due to efforts and commitment <strong>of</strong> the<br />

<strong>Rheumatology</strong> Research Foundation, to make resources available to support key steps in this career<br />

development pathway. These include the <strong>Rheumatology</strong> Scientist Development and <strong>Rheumatology</strong><br />

Investigator Awards, as well as more recently introduced Bridge Funding Award 57 . Other sources <strong>of</strong><br />

support for rheumatology training and career development include the National Institutes <strong>of</strong> Health 58<br />

(e.g., F32, institutional T32 and K awards), the Arthritis Foundation 59 postdoctoral fellowship and other<br />

awards, and the Arthritis National Research Foundation 60 .<br />

• However, substantial gaps in salary and other support provided by these training and career<br />

development awards, in conjunction with difficulties fully supporting clinical effort/activities has<br />

created tremendous financial stresses for academic programs that have secured these awards for their<br />

trainees due to difficulties in maintaining competitive salaries for awardees 61 .<br />

• Further, reductions in funds available through the NIH, which has traditionally provided the majority <strong>of</strong><br />

support for physician investigators, has made these funds more difficult to obtain and impeded the<br />

ability <strong>of</strong> junior investigators to transition to independence. The Bridge Funding Award has been<br />

helpful in supporting the transition to K awards 13 , but similar programs to support the transition to R<br />

awards are not currently available.<br />

• Junior faculty members striving to develop independent careers as clinician educators face similar<br />

obstacles due to the limited number <strong>of</strong> appropriate training and mentored awards in conjunction with<br />

the aforementioned challenges <strong>of</strong> generating adequate salary support through clinical work and<br />

activities, particularly in an academic environment 62 .<br />

• <strong>Rheumatology</strong> investigators, who have achieved benchmarks <strong>of</strong> success as independent investigators,<br />

such as through receipt <strong>of</strong> R01 or other comparable awards, face tremendous challenges in<br />

maintaining adequate support for their salaries and research programs. This situation is due largely to<br />

the increased difficulty over the past several years in obtaining NIH and other funding in conjunction<br />

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with other sources <strong>of</strong> support, such as that generated through clinical work or institutional resources 62 .<br />

Certain institutions are experiencing additional financial stresses due to regional economic challenges,<br />

such as the University <strong>of</strong> California hospitals w<strong>here</strong> state funding has decreased substantially in recent<br />

years.<br />

• These challenges have increased in recent years because <strong>of</strong> several environmental factors, including<br />

economic forces that have led to decreased support for the research enterprise and the expectation<br />

that academic faculty attempt to fully support their salary, which has particularly negative impacts on<br />

rheumatologists and other non-procedural specialties with relatively limited clinical revenues 63 .<br />

• Thus, retention <strong>of</strong> faculty, even those who have achieved benchmarks <strong>of</strong> success, is becoming<br />

increasingly difficult as the challenges <strong>of</strong> generating sufficient salary and other requisite support<br />

increases. Salary gaps are also increasing between academic rheumatologists and those in industry 64 .<br />

Adding to this growing problem was the recent decision by the NIH to decrease the salary cap by<br />

$20,000 65 , which further contributes to the financial strain <strong>of</strong> faculty members with limited sources <strong>of</strong><br />

discretionary or other support.<br />

• However, faculty retention across departments is statistically associated with a positive perception <strong>of</strong><br />

workplace culture and the perception that work is appreciated 66 . Furthermore, institutions that have<br />

implemented faculty retention programs have demonstrated a positive effect 67 .<br />

• These forces and trends raise a critically important issue for academic rheumatology programs, which<br />

is how best to determine the optimal size <strong>of</strong> the research enterprise, structure the academic positions<br />

(both research and clinical) to ensure financial stability and sustainability, and leverage other resources<br />

available at the institutional, federal, and non-federal levels.<br />

3.8.2. Recommendations: Career Development<br />

3.8.2.1. Restructure and expand the <strong>Rheumatology</strong> Research Foundation’s funding portfolio.<br />

The proposed expansion would a) more adequately support career development awardees, b) increase the<br />

flexibility <strong>of</strong> career development awards, c) facilitate the transition to R (as well as K) awards, and d) provide<br />

more support to independent (established) rheumatology investigators and clinician scholars.<br />

• Specific: Proposed targets include the award sizes <strong>of</strong> current Foundation career development awards,<br />

award guidelines about receipt <strong>of</strong> other awards or sources <strong>of</strong> support concurrently, development <strong>of</strong> a<br />

new award(s) to facilitate the transition from K (or comparable) award to R awards, and increases in<br />

the size (award amount) or number <strong>of</strong> awards for established investigators.<br />

• Measurable: Metrics could include the total funding dollars awarded annually to specific award<br />

categories (e.g., early career, bridge to K, bridge to R, established investigators, etc.) and percent<br />

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increases per year; the number (total and % annually) <strong>of</strong> successful K and R awards among applicants;<br />

the annual number and % <strong>of</strong> T32 awardees who apply for and receive career development awards (for<br />

research or clinical scholarship); retention rates for academic rheumatology faculty (or rates <strong>of</strong><br />

departure <strong>of</strong> rheumatology faculty from academic to other types <strong>of</strong> positions)<br />

• Attainable: The tremendous success <strong>of</strong> the Foundation in increasing its portfolio for research and<br />

clinical scholarship in rheumatology, including the recent Career Development Bridge Award program,<br />

supports the feasibility <strong>of</strong> this goal. In addition, the Foundation has demonstrated the ability to<br />

collaborate with NIAMS, NIAID, and other institutes, as well as the AF to collect and analyze data<br />

regarding career development <strong>of</strong> rheumatology applicants and awardees 13 . The Foundation routinely<br />

evaluates its programs through portfolio reviews and Blue Ribbon Panel efforts. It would be ideal to<br />

have crossover between the Foundation’s Scientific Advisory Council and members <strong>of</strong> this Blue Ribbon<br />

Panel in these evaluation efforts (the COR chairs sits on the SAC and is already involved in these<br />

efforts).<br />

• Relevant: This goal is highly relevant to academic rheumatology based on priorities identified at the<br />

2012 <strong>Rheumatology</strong> Training and Career Development Roundtable Discussion, the initial work <strong>of</strong> the<br />

Blue Ribbon Panel to identify current challenges and priorities, and feedback from the membership<br />

about the most pressing problems facing academic rheumatologists today.<br />

• Timely: The current economic climate, in conjunction with recent trends in the NIH payline, increased<br />

difficulty in funding academic rheumatology positions and programs, and increasing gaps between<br />

academic and non-academic rheumatologists underscore the timeliness <strong>of</strong> this goal. Because none <strong>of</strong><br />

the aforementioned trends and challenges is likely to change substantially in the near future, an<br />

aggressive timeline for this goal is crucially important. In order to have a significant impact, a goal <strong>of</strong><br />

increasing the total portfolio for support <strong>of</strong> rheumatology research and clinical scholarship by 10-20%<br />

per year over the next 5 years is recommended.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: In order to achieve this objective, the Foundation would<br />

develop a first round <strong>of</strong> revisions and additions to the current awards, outlining the rationale for these<br />

changes to facilitate fundraising around this goal. This expansion and restructuring will require increased<br />

fundraising efforts, which in turn, will require new resources (see below). Subsequent changes and<br />

additions to the portfolio would be introduced based on the amount <strong>of</strong> additional funds raised through the<br />

Foundation or identified from other entities. The impact <strong>of</strong> these changes will be assessed through<br />

ongoing feedback (via metrics and other information).<br />

Resources: Increased staff and volunteer time will be needed to accomplish not only the fundraising<br />

objectives, but also the administration <strong>of</strong> the grant programs. In addition, current and prior awardees will<br />

need to be surveyed to determine the impact <strong>of</strong> any increased funding for career development and<br />

established investigators in terms <strong>of</strong> the overall goals <strong>of</strong> the program.<br />

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3.8.2.2. Develop a national rheumatology mentoring program.<br />

Successful mentoring is essential to the success <strong>of</strong> many activities within academic rheumatology (see 3.2.2.3,<br />

3.4.2.1-5 and 3.7.2.5). The over-arching program envisioned within this section <strong>of</strong> the document would have<br />

the following goals: a) serve as a forum for dissemination <strong>of</strong> information about available resources and<br />

opportunities for mentees and their mentors; b) provide ongoing feedback to the Foundation (and other<br />

external funding agencies) about critical challenges, obstacles to success and potential solutions to ongoing<br />

challenges that mentees, and their mentors face; c) serve as a forum for identifying new and synergistic<br />

mentee-mentor pairs (including across institutions and/or geographic regions); and d) provide support and<br />

recognition to highly committed and successful mentors nationally. This program would also provide an<br />

opportunity to develop closer links between early-career faculty who are the mentees.<br />

<br />

<br />

<br />

<br />

<br />

Specific: Return on investment for expanded mentoring, best practices for successful mentorship,<br />

and recognition for excellence in mentorship.<br />

Measurable: Increase in success rate for achieving independent investigator status with expanded<br />

mentorship from the <strong>College</strong> (assumes that baseline success rate can be determined from current<br />

data); creation <strong>of</strong> a white paper describing best practices that can be shared with division chiefs<br />

and program directors; creation <strong>of</strong> a new set <strong>of</strong> awards for excellence in mentorship outside the<br />

faculty member’s institution<br />

Attainable: The creation <strong>of</strong> mentoring ‘best practices’ in rheumatology is a realistic goal, but it will<br />

require volunteer effort from a committed few plus other input. The recognition piece also seems<br />

realistic once criteria for this award are developed in line with our strategic goals. The development<br />

<strong>of</strong> a national mentoring program will require more evaluation, effort, and resources, and is a<br />

‘stretch goal’ no doubt that will depend on the availability <strong>of</strong> resources to support it. The AMIGO<br />

program (ACR/CARRA Mentoring Interest Group) in pediatric rheumatology is a wonderful example<br />

<strong>of</strong> a similar effort supported by the <strong>College</strong>, which has been extremely successful. The launch <strong>of</strong> the<br />

<strong>College</strong>’s online community in 2013 would be a great way kick <strong>of</strong>f efforts in this area.<br />

Relevance: This goal is highly relevant to academic rheumatology because <strong>of</strong> the critical need to<br />

effectively deploy our precious resources to preserve the academic enterprise in a way that will<br />

sustain the clinical, research, and educational missions <strong>of</strong> our subspecialty.<br />

Timely: Fewer fellows are choosing academic careers, especially research careers, because <strong>of</strong> the<br />

difficulty in obtaining funding and other financial considerations. Many established investigators in<br />

rheumatology are also nearing retirement age 68 , which will further strain the academic enterprise<br />

in the future. The time to act is now because waiting will only require a larger effort later to correct<br />

the disparity, if in fact, it will be possible to achieve beyond a certain point.<br />

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Brief Statement <strong>of</strong> Strategies and Tactics: Strategies include identification <strong>of</strong> a cohort <strong>of</strong> mentors for<br />

leadership at the national level; determining needs through survey <strong>of</strong> division chiefs and program<br />

directors; developing a realistic budget aligning with goals and identify funding sources; learning from<br />

other successful mentorship programs; developing criteria for national mentoring award in rheumatology;<br />

and maintaining an effective working relationship through the COR. In addition, the <strong>College</strong> could create a<br />

“K-club” that would include recipients <strong>of</strong> NIH K awards and others at a similar stage <strong>of</strong> mentored career<br />

development. This entity would have its own list-serve to facilitate scientific and career-building<br />

networking. Activities could include a luncheon for members <strong>of</strong> the K-club at the annual scientific meeting,<br />

to promote face-to-face interactions, and some <strong>of</strong> the mentors could also participate in this event.<br />

Resources: Cohort <strong>of</strong> volunteers with a track record <strong>of</strong> successful mentoring and willingness to serve the<br />

subspecialty; staff support through committee on research; budget to support volunteer time.<br />

3.8.2.3. Identify best practices for structuring academic adult and pediatric rheumatology<br />

divisions.<br />

Completion <strong>of</strong> this objective would allow us to determine how best to enhance factors that will ensure<br />

high job satisfaction and t<strong>here</strong>fore retention <strong>of</strong> the most talented faculty.<br />

• Specific: Understand division structures and practices that facilitate job satisfaction among faculty in<br />

divisions <strong>of</strong> <strong>Rheumatology</strong>.<br />

• Measurable: A deliverable report that identifies different options for structures and functions for<br />

clinical practice, education, and research that is linked to job satisfaction and intent to leave analyses.<br />

This panel strongly suggests the report be published.<br />

• Attainable: This recommendation will require creation <strong>of</strong> a task force that will evaluate the factors<br />

linked to job satisfaction in different pr<strong>of</strong>essions including academic rheumatology. In order to create a<br />

survey, it will be necessary to understand organizational structures and practices within rheumatology<br />

divisions. This is a multi-year project that will require buy-in from division directors.<br />

• Relevant: In this era <strong>of</strong> limited ability to increase financial resources, it is essential to understand other<br />

sources <strong>of</strong> job satisfaction that enhance retention <strong>of</strong> academic faculty.<br />

• Timely: Within a 5-10 year time frame, t<strong>here</strong> is likely to be limited capability to change the fiscal<br />

realities faced by academic divisions. For this reason, it is imperative to understand what motivates<br />

academic faculty to stay (or leave) and develop strategies that could be implemented by rheumatology<br />

divisions to increase job satisfaction.<br />

Brief Statement <strong>of</strong> Strategies and Tactics: This recommendation will require a task force or subcommittee <strong>of</strong><br />

the COTW to research the job satisfaction literature in medicine and other pr<strong>of</strong>essions, and then specifically<br />

understand the factors that influence job satisfaction in rheumatology divisions. In order to create this survey,<br />

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it will be essential to understand how rheumatology divisions are organized with respect to clinical,<br />

educational, and research to probe how structure and function at a divisional level influences job satisfaction<br />

and likelihood to leave.<br />

Resources: This will be a fairly resource intensive project that will require a task force <strong>of</strong> division chiefs,<br />

program directors, and young faculty. The group should be charged with conducting background research on<br />

job satisfaction in general and more specifically in academic medicine. Developing a survey to inform<br />

academic divisions will require understanding the options for divisional organization and practices. The results<br />

<strong>of</strong> the survey should be shared with division directors and published. Significant staff time will be required to<br />

keep volunteers on task, assemble background information, develop the survey, and assist with publication.<br />

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3.9. Leadership Development within the <strong>College</strong>, the rheumatology research community, and academic<br />

rheumatology centers, to ensure that t<strong>here</strong> is a robust supply <strong>of</strong> future division chiefs, center<br />

directors, fellowship directors, clinical program chiefs and <strong>College</strong> leaders.<br />

3.9.1. Background and Rationale<br />

Effective leaders are essential to advance rheumatology in the future, including division chiefs, training<br />

program directors, clinical service chiefs, educational leaders, center directors, heads <strong>of</strong> research<br />

programs or consortia, and <strong>College</strong> leaders.<br />

• The current leadership cohort in rheumatology includes many individuals in the later stages <strong>of</strong> their<br />

careers. For example, the mean age <strong>of</strong> academic rheumatology division chiefs is 58 69<br />

• The demographics <strong>of</strong> this aging leadership does not reflect the current demographics <strong>of</strong> rheumatology,<br />

which have changed markedly over the past 20 years, with a greatly increased proportion <strong>of</strong> women<br />

and expanding ethnic diversity 53<br />

• A shortage <strong>of</strong> leaders already exists in rheumatology, as indicated by some rheumatology divisions now<br />

being led by non-rheumatologists or entire divisions merged into other subspecialty units – at times<br />

after failure <strong>of</strong> prolonged searches to recruit rheumatologist leaders 69<br />

• A worsening leadership shortage is imminent, that likely reflects shortfalls in recruitment <strong>of</strong> new<br />

rheumatology fellows in the 1990s 70<br />

• The <strong>College</strong> has been successful in developing new leaders, with its <strong>of</strong>ficers reflecting the recent<br />

increase in the proportion <strong>of</strong> women in rheumatology, each committee having at least one designated<br />

slot for an early career member, and has developed useful programs that introduce new committee<br />

members to the structure and functions <strong>of</strong> the <strong>College</strong>; however, the organization lacks a<br />

comprehensive model or program for training future leaders <strong>of</strong> the <strong>College</strong>. In addition, the <strong>College</strong> is<br />

overly reliant on the astute judgment, unique organizational memory and unequaled skills <strong>of</strong> its<br />

executive vice-president to identify evaluate and groom future leaders. This process should be<br />

supplemented going forward by a more formal leadership training and evaluation process.<br />

• While leadership development programs exist for academic medicine 71 which cover issues that span<br />

across subspecialties, none <strong>of</strong> them are specifically focused on issues <strong>of</strong> unique or special interest to<br />

rheumatology<br />

• While the COTW has organized a Division Chiefs forum at the annual meeting for several years, other<br />

specialty groups, such as cardiology, geriatrics and general internal medicine, have gone further in the<br />

development <strong>of</strong> functional division director groups that are focused on addressing issues unique to<br />

their specialized divisions 72 T<strong>here</strong> is precedence for this, as the <strong>College</strong> will inaugurate a new award<br />

that recognizes a distinguished training program director this year. 73<br />

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3.9.2. Recommendations: Leadership Development<br />

3.9.2.1. Update and analyze the state <strong>of</strong> leadership in academic divisions <strong>of</strong> rheumatology on<br />

an annual basis.<br />

• Specific: Structured collection <strong>of</strong> vital information about academic rheumatology leadership<br />

• Measurable: Assembly <strong>of</strong> a useful database within 1 year<br />

• Attainable: The COTW currently engages this group and has experience collecting similar data.<br />

• Relevant: It is necessary to have data about such an issue in order to assess the scope <strong>of</strong> the problem<br />

and implement calibrated actions.<br />

• Timely: Action now is important because a shortage <strong>of</strong> new leaders is likely to become more severe in<br />

the near future.<br />

Strategies and Tactics: An academic unit should be defined as a rheumatology unit affiliated with a medical<br />

school and/or fellowship training program. The new data base should encompass the number/proportion <strong>of</strong><br />

divisions led by a rheumatologist, the number <strong>of</strong> division chief positions filled versus vacant (or occupied by<br />

acting or interim leaders), the male/female balance and race/ethnicity <strong>of</strong> division leaders, the mean and<br />

median ages <strong>of</strong> division leaders, the number and proportion <strong>of</strong> current leaders who expect to step down from<br />

their positions in one, three or five years, and similar data for training program leaders. Data regarding other<br />

senior academic leadership positions held by rheumatologists should likewise also be captured. Additional<br />

demographic and pr<strong>of</strong>essional information may also be <strong>of</strong> interest, such as the career emphasis <strong>of</strong> division<br />

chiefs and training program directors (physician-scientist, clinical researcher, clinician-educator, etc.), and the<br />

identity and characteristics <strong>of</strong> other key leaders in academic units. Collection and analysis <strong>of</strong> this data annually<br />

will allow the <strong>College</strong> to accurately track and proactively alleviate impending leadership shortages. This<br />

information can be assembled into a “dashboard” that will help to track the state <strong>of</strong> academic rheumatology<br />

leadership nationally, and that will be a valuable tool to support the expanded scope <strong>of</strong> a division directors<br />

group.<br />

Resources: Staff and Volunteer time in the training area, as well as administration and governance would be<br />

needed, but is expected to be minor and incremental increased effort at the front end.<br />

3.9.2.2. Create comprehensive leadership development and mentoring programs.<br />

<br />

<br />

<br />

Specific: Training <strong>of</strong> new and current academic rheumatology leaders<br />

Measurable: Number <strong>of</strong> leaders trained each years<br />

Attainable: Similar programs already exist, although not specific for rheumatology.<br />

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<br />

<br />

Relevant: This initiative would give added skills to our academic leaders.<br />

Timely: A leadership development program could be developed in 12 months. Implementation <strong>of</strong><br />

this program in the near future is appropriate to meet the needs <strong>of</strong> our academic leaders,<br />

especially new and younger leaders.<br />

Strategies and Tactics: These programs could be geared to academic rheumatology; for division directors,<br />

training program directors, other academic leaders and future <strong>College</strong> leaders. This could potentially be done<br />

in partnership with existing national medical academic leadership development programs, with core material<br />

and training through such entities supplemented by rheumatology-specific and ACR-specific material and<br />

training modules. One highly-regarded national leadership development program that could be linked into an<br />

overall ACR plan is the Executive Leadership in Academic Medicine program, which is designed specifically for<br />

women 74 . Leadership development programs for directors <strong>of</strong> clinical programs will need to include an<br />

emphasis on business skills, finance and personnel management.<br />

Resources: Staff and Volunteer time in the research and training area, as well as administration and<br />

governance would be needed, especially to liaise effectively with external groups and create partnerships.<br />

3.9.2.3. Develop a comprehensive and formal evaluation process for vetting and selecting<br />

volunteer leaders.<br />

<br />

<br />

<br />

<br />

<br />

Specific: This goal is broader than just academic rheumatology and should include all areas <strong>of</strong> the<br />

<strong>College</strong>. Development <strong>of</strong> an evaluation system to assess and track the skills, leadership potential<br />

and any gaps in leadership skills <strong>of</strong> <strong>College</strong> volunteers.<br />

Measurable: Implementation <strong>of</strong> a new tracking and reporting mechanism within the CRM database<br />

within 12 months that can be used by the Nominations Committee to assess the preparation and<br />

qualifications <strong>of</strong> ACR volunteers for leadership positions. This would also go a long way toward<br />

ensuring volunteer engagement. Currently, many positions are filled with ‘known’ members as<br />

opposed to those who have been vetted through subcommittees and other activities and shown a<br />

true interest in being involved. Committee members willing to put in the time and effort needed<br />

are that much more valuable to the organization. Properly vetting and evaluating these members<br />

will help them gain recognition at a higher level within the organization.<br />

Attainable: The <strong>College</strong> already does some evaluations <strong>of</strong> committee members – this proposal<br />

would enhance current efforts and make them more useful for the nominations process.<br />

Relevant: Strong future leadership will indirectly strengthen academic rheumatology. Skills<br />

developed during volunteer work for the <strong>College</strong> can carry over into academic tasks.<br />

Timely: An enhanced evaluation system can be implemented within 12 months. If this action is <strong>of</strong><br />

value to the <strong>College</strong>, expeditious implementation is appropriate.<br />

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Strategies and Tactics: This program would include a clear pipeline in order to vet future leaders appropriately<br />

and allow them time to learn about the various functions <strong>of</strong> the college. A program should also be put in place<br />

for subcommittee and committee members, board members, etc. that is integrated with the nominations<br />

process. This will support leadership development <strong>of</strong> volunteers from community practice backgrounds as well<br />

as from academic units.<br />

Resources: Substantial staff and Volunteer time in the administration and governance department would be<br />

needed, and it will be important to liaise with COTW volunteers and staff if including division chiefs, program<br />

directors, etc. A budget would also need to be developed as this recommendation may involve formalized<br />

training with skilled facilitators and educators.<br />

3.9.2.4. Create a rheumatology division directors group<br />

<br />

<br />

<br />

<br />

Specific: Development <strong>of</strong> a Division Chiefs association within the <strong>College</strong>, with a scope <strong>of</strong> activities<br />

analogous to that <strong>of</strong> the Fellowship Training Program Directors.<br />

Measurable: Definition <strong>of</strong> a new structure and role for a division chiefs association; annual<br />

meetings <strong>of</strong> this association<br />

Attainable: Other specialties have developed such an entity.<br />

Relevant: This association would allow more interactions between Division Chiefs to address<br />

common problems that confront academic rheumatology.<br />

Timely: It could take 12 months to develop the structure for this new entity, and another 6-12<br />

months to organize its first meeting.<br />

Strategies and Tactics: This would build upon the current division chiefs’ forum at the annual meeting to<br />

create a more formalized rheumatology division directors organization, drawing from its experience with the<br />

rheumatology training program directors.<br />

To begin the process <strong>of</strong> forming this new group, and drawing on DORTP (Directors <strong>of</strong> <strong>Rheumatology</strong> Training<br />

Programs) beginnings, perhaps a small group <strong>of</strong> senior rheumatology division directors could be appointed to<br />

draft a set <strong>of</strong> preliminary bylaws for a proposed rheumatology division directors group. With this draft as a<br />

starting point, the larger group <strong>of</strong> division directors could then meet and finalize the bylaws for approval by<br />

the ACR Board.<br />

Resources: Substantial staff and volunteer time in the training department would be needed, and it will be<br />

important to liaise with academic centers. A budget would also need to be developed as this recommendation<br />

will likely involve meetings and conferences, targeted communications, online resources, etc.<br />

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3.9.2.5. Consider recognition programs for academic leadership<br />

Having initiated a training program director award in 2012, the <strong>College</strong> should now consider appropriate<br />

additional mechanisms to recognize outstanding leadership in academic rheumatology.<br />

<br />

<br />

<br />

<br />

Specific: Creation <strong>of</strong> an additional award <strong>of</strong> distinction<br />

Measurable: Establishment <strong>of</strong> the award, submission <strong>of</strong> multiple competitive applications for the<br />

award<br />

Attainable: The <strong>College</strong> <strong>of</strong>fers several awards already, and has lots <strong>of</strong> experience in selection <strong>of</strong><br />

awardees.<br />

Relevant: This award would encourage and recognize excellence in academic leadership.<br />

Timely: This award could be in place by 2014.<br />

Strategies and Tactics: These recommendations should be implemented by the Nominations Committee,<br />

which should be renamed the Committee on Nominations and Leadership Development, and given a yearround<br />

roster <strong>of</strong> duties compared to its current single flurry <strong>of</strong> activity in the summer. This new committee<br />

would have the responsibility for developing leadership training programs, in consultation with pr<strong>of</strong>essional<br />

experts in this field. The committee would analyze the annual rheumatology leadership report<br />

(recommendation 1) and provide reports and appropriate recommendations to the ACR Board.<br />

This committee would work closely with the new rheumatology division directors group, which would provide<br />

input regarding leadership development strategies and programs, organization <strong>of</strong> mentoring activities, gaps in<br />

division chief skills that could be addressed by targeted training, and implications <strong>of</strong> updated analyses <strong>of</strong> the<br />

rheumatology leadership “dashboard.”<br />

Resources: Staff and Volunteer time in the administration and governance department would be needed, and<br />

it will be important to liaise with other groups within the college. Effort would be minimal, and again mostly<br />

involve set-up and initiation.<br />

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3.10. Formally demonstrating value (financial, scientific, clinical and educational) <strong>of</strong> academic<br />

rheumatology, envisioning departments <strong>of</strong> internal medicine and pediatrics, and medical<br />

schools as new targets for ACR interactions; Increasing public awareness <strong>of</strong> contributions <strong>of</strong><br />

academic rheumatology to development <strong>of</strong> new scientific knowledge, new therapeutics, and<br />

new approaches to clinical care and education<br />

3.10.1. Background and Rationale<br />

<br />

<br />

<br />

<br />

It is imperative to formally demonstrate the value <strong>of</strong> clinical and academic rheumatology, including the<br />

financial, scientific, clinical, and educational contributions that rheumatologists and rheumatology<br />

health pr<strong>of</strong>essionals in academic medical centers make. Demonstrating the value <strong>of</strong> academic<br />

rheumatology is also is directed externally towards the public, healthcare providers in other specialties,<br />

key influencers in the insurance industry, health policy stakeholders, granting agencies, other federal<br />

agencies and organs including the Veterans Administration, Centers for Disease Control, Centers for<br />

Medicare and Medicaid Services, and members <strong>of</strong> Congress who develop and implement policies for<br />

training, practice reimbursement and research.<br />

It has been estimated that academic rheumatologists generate more than $10.00 for every $1.00 they<br />

receive for an <strong>of</strong>fice visit 75 . This figure provides strong evidence <strong>of</strong> the value <strong>of</strong> the financial<br />

contributions <strong>of</strong> rheumatology divisions in academic centers, even if the division is considered a “cost<br />

center.” The impact <strong>of</strong> revenue from care <strong>of</strong> patients with subspecialty diseases such as rheumatoid<br />

arthritis is particularly striking. Every pr<strong>of</strong>essional fee dollar charged by a rheumatologist for an RA visit<br />

generates approximately 20-30 fold additional charges for the enterprise 75 .<br />

The rapid pace <strong>of</strong> change in the healthcare landscape, including reimbursement as well as knowledge<br />

and technology advances, requires that effective health care systems be designed in academic<br />

rheumatology centers to guarantee dependable and coordinated chronic disease care as mandated by<br />

the Institute <strong>of</strong> Medicine Committee 76 . Rheumatologists are well suited to meet this challenge, as they<br />

are experts in the delivery <strong>of</strong> highly specialized and optimal patient care, which is <strong>of</strong> better quality,<br />

<strong>of</strong>ten less costly and <strong>of</strong>fering better value for the health care dollar expenditure.<br />

The importance <strong>of</strong> providing high value, quality care in arthritis is highlighted by recent statistics from<br />

the National Center for Chronic Disease Prevention and Health Promotion 77 which demonstrate that<br />

arthritis and rheumatic diseases are not only the main cause <strong>of</strong> disability in the United States but cost<br />

more than 85 billion dollars annually and affect more than 43 million adults in the United States,<br />

figures that will continue to grow 78 . These figures highlight the need for ensuring access to<br />

rheumatologic care, including assurance <strong>of</strong> a trained workforce. In addressing these needs, academic<br />

rheumatology centers are well positioned to provide optimal data-driven care, but the system for<br />

providing this care will require redesign 79 .<br />

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<br />

The ability <strong>of</strong> academic rheumatology to meet the clinical practice and manpower demands into the<br />

future is highly dependent upon having an academic environment that provides resources for and<br />

promotes excellence in clinical teaching and clinical research to both attract and retain talented<br />

physicians and other healthcare providers to this field 62,80 . Workforce data indicate that access demand<br />

for rheumatologists continues to grow. According to survey <strong>of</strong> the <strong>American</strong> <strong>College</strong> <strong>of</strong> <strong>Rheumatology</strong>,<br />

rheumatologist demand is estimated to be around 6,500 by 2020, with a supply <strong>of</strong> about 4,800,<br />

yielding a shortfall <strong>of</strong> about 1,700 rheumatologists 5 . Approximately 30% <strong>of</strong> those leaving academic<br />

practices go into private practice, and about 75% <strong>of</strong> academic medical centers are recruiting. This<br />

represents a substantial challenge for the success <strong>of</strong> academic rheumatology units and the need for<br />

training and integration <strong>of</strong> mid-level providers.<br />

3.10.2. Recommendations: Demonstrating Value<br />

3.10.2.1. Develop a dashboard with tools and metrics to facilitate best practices in academic<br />

centers<br />

The panel recommends that the ACR should develop a dashboard <strong>of</strong> recommendations, tools and metrics<br />

which can be used by academic medical centers to foster their implementation and sharing in academic<br />

practice<br />

• Specific:<br />

o Standard disease outcome measures<br />

o Management recommendations for treatment, disease and drug monitoring, lifestyle<br />

o Rheumatic disease diagnosis and classification<br />

o Practice tools: EMR resources, appointment management tools, coding assistance<br />

o Financial metrics for salary, clinical practice, fellowship support, institutional cost sharing<br />

o Clinical trials information and enrollment site<br />

• Measurable: Access and downloads from the ACR Academic medical center dashboard website<br />

• Attainable:<br />

o Availability <strong>of</strong> practice management tools.<br />

o RA registry is available and is demonstration <strong>of</strong> feasibility<br />

o Disease diagnosis, assessment, and treatment instruments and recommendations are available<br />

o Coding assistance available through ACR<br />

• Relevance: Relevant to recommendation 3.8.2.3 and 3.10.2.2, this recommendation addresses the<br />

need to enhance the efficiency and productivity <strong>of</strong> practices<br />

• Timeliness: Availability <strong>of</strong> many <strong>of</strong> the resources<br />

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3.10.2.2. Implementation <strong>of</strong> data sharing resources to share disease assessment and outcome<br />

measures<br />

The panel recommends the implementation, in concert with proposals in sections 3.3 and 3.5, <strong>of</strong> current<br />

measures, and development <strong>of</strong> further disease assessment and outcome measures. With the implementation<br />

<strong>of</strong> these measures in clinical practice, the academic units should also increase their capability for sharing<br />

clinical data infrastructure among academic communities.<br />

• Specific:<br />

o Use <strong>of</strong> standard disease assessment and reporting forms intra - and inter-institutionally.<br />

o Development, implementation, and testing <strong>of</strong> standard treatment approaches to rheumatic<br />

diseases.<br />

• Measurable:<br />

o Quantified patient outcome assessment based on practice guidelines. <strong>Rheumatology</strong>-geared<br />

Healthcare Effectiveness Data and Information Set metrics have been developed for<br />

rheumatoid arthritis, osteoporosis, and low-back pain. Academic rheumatology can use, and<br />

further develop, outcomes metrics applicable to the HEDIS goals.<br />

o Comparative effectiveness research metrics application to treatment strategies effects, for<br />

example patient and society financial impact, functional disability, absenteeism and quality <strong>of</strong><br />

life indices<br />

• Attainable:<br />

o Many academic centers are already collecting standardized disease outcome metrics. Other<br />

management tools such as EMR are available which will enable to sharing <strong>of</strong> information, and<br />

facilitate systematic assessment <strong>of</strong> disease management protocols<br />

o Electronic medical record (EMR) use is prevalent in academic rheumatology centers (>70%). The<br />

ACR Benchmark survey 4 indicates that the EMR is used for test ordering. The EMR is integrated<br />

with registries in approximately 30% <strong>of</strong> cases. It is used to update medication lists in nearly 90%<br />

<strong>of</strong> practices overall, and is used for staff communications and patient communications.<br />

o RHIT can foster the aims <strong>of</strong> this recommendation<br />

• Relevance:<br />

o Addresses the need to enhance the efficiency and productivity <strong>of</strong> practices, which will aid in<br />

demonstrating the value and quality <strong>of</strong> rheumatologic care to the patients, the institution and<br />

payers in the realms <strong>of</strong> clinical practice, training, research and financial impact.<br />

• Timeliness:<br />

o National quality mandates and financial pressures on academic rheumatology centers<br />

o Many <strong>of</strong> the resources are already available<br />

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3.10.2.3. Enhance, promote, and demonstrate value <strong>of</strong> improved practice models in academic<br />

rheumatology<br />

• Specific:<br />

o <strong>Rheumatology</strong> advocacy: Increased public and key influencer awareness <strong>of</strong> contributions <strong>of</strong><br />

academic rheumatology to patient health, outcomes, care quality, and development <strong>of</strong> new<br />

scientific knowledge and new therapeutics<br />

o Promote including maintaining and starting, hospital-based clinical fellowship salary support.<br />

o Subspecialization: Promotion <strong>of</strong> shared clinics for management <strong>of</strong> chronic rheumatic diseases<br />

and management and prevention <strong>of</strong> disease-related comorbidities.<br />

o Promotion <strong>of</strong> subspecialty training and practice clinics in areas such as scleroderma, lupus,<br />

rheumatoid arthritis, vasculitis and myositis. These clinics can be tied to other specialists for<br />

management <strong>of</strong> comorbid states.<br />

o Demonstrating positive financial and educational impact <strong>of</strong> maintaining (or starting) hospitalbased<br />

clinical fellowship salary support<br />

o Expansion <strong>of</strong> cross-disciplinary integration with combined practice clinics<br />

o Training, utilization and integration <strong>of</strong> mid-level providers to serve in the health care team<br />

who follow standard disease management strategies.<br />

• Measurable:<br />

o Demonstration <strong>of</strong> outcomes and practice efficiencies, with recording <strong>of</strong> metrics reflecting<br />

improved patient access to rheumatologic care, numbers <strong>of</strong> new-to-clinic patients<br />

o Academic rheumatology unit net operating income<br />

o Downstream impact <strong>of</strong> rheumatology activities and referrals in the institution.<br />

o Demonstration <strong>of</strong> financial impact performance <strong>of</strong> MLP in the practice.<br />

o Financial impact <strong>of</strong> increased unique patient referrals<br />

o Financial, as well as training opportunity and public relations impact <strong>of</strong> clinical trials<br />

placement strategies.<br />

o Measurement <strong>of</strong> cost reduction in inefficiencies among subgroups <strong>of</strong> patients <strong>of</strong>ten<br />

preferably seen in academic medical centers such as Medicare, Medicaid, and the<br />

uninsured.<br />

o Measurement <strong>of</strong> total healthcare costs in patients with rheumatic disease managed in<br />

multidisciplinary setting, including bundled payment (full spectrum cost for example: a<br />

rheumatoid arthritis patient for direct disease-related costs but also expenditures for<br />

cardiovascular and pulmonary disease or in lupus for rheumatologic, pulmonary,<br />

cardiovascular, and renal disease management, and prevention).<br />

o Reporting <strong>of</strong> waiting times to be seen for new and follow-up evaluations in academic<br />

medical centers.<br />

o Demonstration <strong>of</strong> positive financial and educational impact <strong>of</strong> maintaining (or starting)<br />

hospital-based clinical fellowship salary support<br />

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o Tracking <strong>of</strong> impact and success <strong>of</strong> PR campaign and lobbying efforts with respect to<br />

reimbursement and funding for rheumatology patient care, education and research.<br />

• Attainable:<br />

o Data exist regarding rheumatologists’ work hours and compensation<br />

o Measurable financial impact data <strong>of</strong> the contribution <strong>of</strong> academic rheumatology to their<br />

centers are available or obtainable.<br />

o In the academic setting, t<strong>here</strong> are a few centers which have systematically evaluated the<br />

impact <strong>of</strong> the addition <strong>of</strong> mid-level providers or practice reorganization which can provide<br />

benchmark metric<br />

o ACR has developed a midlevel provider training course, which has been very successful<br />

o Electronic medical record (EMR) is available in most academic rheumatology practices<br />

o Useful data are available or obtainable regarding practice patient visit codes and Medicare<br />

assignments<br />

• Relevant:<br />

o Academic rheumatology centers are well positioned to demonstrate their value in achieving<br />

the goals <strong>of</strong> efficient and effective disease management, advancing the science <strong>of</strong><br />

rheumatology, providing state <strong>of</strong> the art training, and advancing public awareness <strong>of</strong><br />

rheumatic diseases. Relevant to the mission and success <strong>of</strong> academic rheumatology units<br />

are:<br />

• Development and use <strong>of</strong> technologies, therapeutics, and diagnostics<br />

• Expense management and patient access<br />

• Management <strong>of</strong> payer mix. The numbers <strong>of</strong> the under- and uninsured patients<br />

requiring rheumatologic care and demands by payers for lower costs adversely<br />

impact academic centers, which typically have large overhead and lack the flexibility<br />

to change rapidly in response to the dynamic medical business environment.<br />

• Workforce retention and development. High attrition rate <strong>of</strong> academic medical staff<br />

to private practice and industry efficiencies. Need for midlevel workforce to help in<br />

managing routine patient visits<br />

• Improvements in clinical research efficiencies.<br />

• Timeliness:<br />

o Academic medical centers are under increasing financial pressure from unfavorable patient<br />

mix, payer schemes, and salary reimbursement, and practice inefficiencies, direct costs <strong>of</strong><br />

medications and technologies that are major challenges to the academic medical center’s<br />

ability to pursue its fundamental purpose <strong>of</strong> advancing patient care, educational<br />

rheumatologic disease, and research.<br />

o The current financial climate in the US, with decreasing funding for research and education<br />

and uncertainties related to the healthcare environment with respect to national and local<br />

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healthcare reform initiatives are strong arguments for the timeliness <strong>of</strong> these<br />

recommendations which should be addressed in the next 2-5 years<br />

3.10.2.4. Development and adoption <strong>of</strong> new technologies in diagnostics and therapeutics<br />

• Specific:<br />

o Implementation <strong>of</strong> technologies including musculoskeletal ultrasound for practice<br />

management, research, and training.<br />

o Development <strong>of</strong> biomarkers useful in predicting disease activity, severity damage, prognosis,<br />

and therapeutic response.<br />

o Foster formal clinical research training and promotion <strong>of</strong> clinical trials and clinical trial<br />

placements in academic medical centers.<br />

o Novel therapeutics shared through academic medical center trials networks<br />

o New models <strong>of</strong> academia/industry partnership<br />

Measurable: Demonstration <strong>of</strong> financial impact and disease outcome impact <strong>of</strong> novel technologies<br />

(based on standard rheumatologic disease-specific outcome measures). The number and success<br />

<strong>of</strong> trials can also be tracked.<br />

• Attainable:<br />

o Musculoskeletal ultrasound (MSUS) is being considered, or used in multiple rheumatology units<br />

already<br />

o Training in MSUS is available; certification is being developed<br />

o Examples <strong>of</strong> successful networks such as the VCRC demonstrate that the goal <strong>of</strong> trial network<br />

enhancement is attainable<br />

• Relevance:<br />

o Academic medical centers must be in a position <strong>of</strong> leadership with respect to development and<br />

implementation <strong>of</strong> novel technologies to advance their mission <strong>of</strong> education and research in<br />

rheumatic diseases. Increasing financial pressures as well as national policy initiatives such as<br />

CTSA collaborations underscore the importance <strong>of</strong> addressing the goals <strong>of</strong> this<br />

recommendation<br />

o Suboptimal clinical trial participation in recent years. Low interest in clinical trials resultant from<br />

institutional burdens in clinical research and recruitment challenges lead to high indirect costs<br />

and uncoordinated patient recruitment. These are among factors which disadvantage academic<br />

medical centers compared to private groups which are much more efficient and cost effective,<br />

adversely affecting the academic medical center ability to participate and exhibit leadership in<br />

development and assessment <strong>of</strong> novel therapeutics.<br />

<br />

Timeliness: The rapid growth and development <strong>of</strong> technologies, uncertainty about their utility and<br />

usefulness, and data infrastructure as well as the current fiscal environment highlight the<br />

timeliness <strong>of</strong> this recommendation<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

Brief Statement <strong>of</strong> Strategies and Tactics: The <strong>College</strong> can promote through existent and developing<br />

strategies the vision and tools to attain these goals. These could include:<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

<br />

Development <strong>of</strong> a dashboard <strong>of</strong> resources<br />

Continued development and expansion <strong>of</strong> registries (for example, the <strong>Rheumatology</strong> Clinical<br />

Registry) not only for collection <strong>of</strong> data to document current quality measures but also for<br />

implementation and assessment <strong>of</strong> disease management programs and domains such as drug<br />

safety. The ability <strong>of</strong> this registry to serve as a tool for benchmarking practice performance and<br />

completing quality improvement modules for maintenance <strong>of</strong> certification is a small step in the<br />

right direction but should be markedly expanded.<br />

Promote the rheumatology informatics systems for effectiveness (RISE) as a tool to enable secure<br />

access to data collected through electronic health record systems. This can be used to provide a<br />

mechanism for practice improvement meeting external quality reporting requirements as well as<br />

advancing clinical practice research.<br />

Develop a strategy manual <strong>of</strong> “key financial indicators for academic rheumatology centers and how<br />

to achieve them”<br />

Training in obtaining comparative effectiveness research funding from the patient-centered<br />

outcome research initiative and other organizations.<br />

Leverage current public relations efforts to publicize and promote the benefit and importance <strong>of</strong><br />

benefits <strong>of</strong> rheumatologic care developed and practiced by academic centers, and to leverage and<br />

promote funding for academic rheumatology interests at the federal, state and local level and in<br />

the private sector.<br />

Expansion <strong>of</strong> mid-level provider training through <strong>College</strong> programs<br />

Catalogue and coordinate comparative effectiveness research projects among academic medical<br />

centers.<br />

Catalogue and coordinate funding for clinical trials across academic medical centers.<br />

Continue and enhance the “Academic <strong>Rheumatology</strong> Chiefs” forum at the Annual Meeting, in the<br />

context <strong>of</strong> a new ACR association <strong>of</strong> rheumatology division directors.<br />

Resources: It is expected that this would involve significant time and effort from staff and volunteers in the<br />

areas <strong>of</strong> RHIT, QOC (QM), MARCOMM, GAC, in collaboration with CORC (would assist in developing strategies<br />

for assessing cost and outcomes <strong>of</strong> rheumatologic care and the impact <strong>of</strong> various compensation plans).<br />

November 2012 82


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

4. Summary <strong>of</strong> Recommendations<br />

Issue Reference Recommendation Proposed<br />

Assignment<br />

3.1. Funding 3.1.2.1 Develop a method and schedule to acquire and analyze in COR<br />

real time sufficient levels <strong>of</strong> serial data to provide informed<br />

recommendations regarding strategies to improve funding<br />

within academic rheumatology.<br />

3.1. Funding 3.1.2.2 Improve the review <strong>of</strong> rheumatic disease research within<br />

the NIH Center for Scientific Review through the<br />

development <strong>of</strong> a new study section with a preponderance<br />

<strong>of</strong> members with expertise in rheumatic disease clinical<br />

research.<br />

COR, EC<br />

3.1. Funding 3.1.2.3 Establish additional formal and informal interactions with a<br />

targeted group <strong>of</strong> pr<strong>of</strong>essional and lay research-intensive<br />

organizations to identify common policy and funding goals<br />

that can be pursued in a collaborative manner.<br />

3.1. Funding 3.1.2.4 Increase formal intra-organization interactions to assure<br />

that t<strong>here</strong> are timely and focused research-related<br />

legislative recommendations pursued by the ACR.<br />

3.1. Funding 3.1.2.5 Continue very successful efforts by the Foundation to<br />

expand funding that supports the academic rheumatology<br />

research enterprise and the research training pipeline.<br />

Strong consideration should be given to expanding bridge<br />

funding to additional transition points within academic<br />

research careers.<br />

3.1. Funding 3.1.2.6 Aggressively advance the rheumatology research agenda<br />

with a focus on utilizing this document to increase<br />

awareness and funding for the major rheumatic diseases.<br />

3.1. Funding 3.1.2.7 Develop strategic funding approaches to the multitude <strong>of</strong><br />

low prevalence rheumatic diseases, found especially in<br />

children.<br />

3.2. Scope 3.2.2.1 Develop a program and schedule for defining and tracking<br />

the scope <strong>of</strong> the specialty <strong>of</strong> rheumatology, to stay ahead <strong>of</strong><br />

the curve with respect to the ever-changing landscape <strong>of</strong><br />

the practice <strong>of</strong> medicine in the US.<br />

3.2. Scope 3.2.2.2 Develop advanced fellowship training or ‘sub-specialization’<br />

programs.<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation, COR<br />

GAC, PAC, COR<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation<br />

COR, GAC<br />

COR, SAC<br />

CORC, COR,<br />

COTW in<br />

collaboration<br />

with ARHP, CJP,<br />

COE<br />

COTW<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3.2. Scope 3.2.2.3 Develop collaborative interdisciplinary clinical care models. CORC, in<br />

collaboration<br />

with COTW,<br />

COE, CJP<br />

3.2. Scope 3.2.2.4 Develop meaningful partnerships to create disease<br />

management guidelines for conditions whose care requires<br />

coordinated efforts between rheumatologists and other<br />

specialists.<br />

QOC<br />

3.3. Research<br />

Consortia<br />

3.3. Research<br />

Consortia<br />

3.3. Research<br />

Consortia<br />

3.3. Research<br />

Consortia<br />

3.4. New<br />

Technologies<br />

3.4. New<br />

Technologies<br />

3.3.2.1 Address potential underutilization <strong>of</strong> existing registries and<br />

biorepositories.<br />

3.3.2.2 Maintain valuable collections and sources <strong>of</strong> patient data<br />

and biological samples.<br />

3.3.2.3 Leverage existing funding sources by partnering with the<br />

CTSAs and with Industry<br />

3.3.2.4 Organize a working group <strong>of</strong> the COR to discuss potential<br />

new research resources that would have high value for the<br />

rheumatology scientific community.<br />

3.4.2.1 Support the development and implementation <strong>of</strong> tools for<br />

incorporation <strong>of</strong> patient-derived data into academic<br />

medical practices and research.<br />

3.4.2.2 Support the development <strong>of</strong> clinical management tools and<br />

systems to improve efficiency and outcomes <strong>of</strong> care,<br />

address the limitations and challenges <strong>of</strong> the current<br />

healthcare system, and demonstrate the value <strong>of</strong> academic<br />

rheumatology programs.<br />

RHIT, in<br />

collaboration<br />

with COR,<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation<br />

RHIT,<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation,<br />

COR, with<br />

collaboration<br />

from GAC<br />

COR,<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation<br />

COR<br />

COR,<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation,<br />

RHIT<br />

CORC, COR,<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3.4. New<br />

Technologies<br />

3.4. New<br />

Technologies<br />

3.5. Clinical<br />

Data<br />

Infrastructure<br />

3.6.<br />

Regulatory<br />

Burdens<br />

3.6.<br />

Regulatory<br />

Burdens<br />

3.6.<br />

Regulatory<br />

Burdens<br />

3.6.<br />

Regulatory<br />

Burdens<br />

3.4.2.3 Consider and define the appropriate application <strong>of</strong> imaging<br />

technology in academic rheumatology practices and<br />

training programs, and support the active contribution <strong>of</strong><br />

academic rheumatology programs to development <strong>of</strong> new<br />

imaging technology to improve patient care.<br />

3.4.2.4 Encourage and support research aimed at development <strong>of</strong><br />

predictive tools, including clinical, demographic, patientderived<br />

and biologic parameters, to improve patient<br />

management.<br />

3.5.2.1 Continue significant investment in Registries and Health<br />

Information Technologies<br />

3.6.2.1 Collaborate with other organizations to understand and<br />

support current activities that would lower research<br />

regulations at academic centers.<br />

3.6.2.2 Ensure organizational accountability with respect to<br />

following best practices in administration <strong>of</strong> programs<br />

3.6.2.3 Develop a comprehensive strategy to address new ACGME<br />

reporting requirements.<br />

3.6.2.4 Ensure that academic rheumatologists may efficiently<br />

complete maintenance <strong>of</strong> certification programs.<br />

CORC, MCOC,<br />

with<br />

collaboration<br />

from COTW,<br />

COR,<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation<br />

COR,<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation<br />

ACR Board,<br />

RHIT, QOC,<br />

CORC<br />

COR, with<br />

collaboration<br />

from GAC,<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation<br />

<strong>College</strong>-wide<br />

effort, led by<br />

Administration<br />

and<br />

Governance,<br />

engaging all<br />

standing<br />

committees<br />

COTW (in<br />

progress)<br />

COE<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3.6.<br />

Regulatory<br />

Burdens<br />

3.7. Workforce<br />

Development<br />

3.6.2.5 Assure consideration for the inclusion <strong>of</strong> academic clinical<br />

practices in Registry and Practice work plans to assist with<br />

implementation <strong>of</strong> reporting requirements.<br />

3.7.2.1 Collect annual data to assist with decision making<br />

concerning the needs <strong>of</strong> training and workforce<br />

development.<br />

RHIT, CORC<br />

COTW<br />

3.7. Workforce<br />

Development<br />

3.7. Workforce<br />

Development<br />

3.7. Workforce<br />

Development<br />

3.7.2.2 Increase funding for adult and pediatric rheumatology<br />

workforce development.<br />

3.7.2.3<br />

Increase efforts aimed at increasing the rheumatology<br />

workforce and limiting workforce attrition.<br />

3.7.2.4 Increase the support <strong>of</strong> adult and pediatric rheumatology<br />

units in providing specialized training for physicians and<br />

mid-level providers.<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation,<br />

COTW, ARHP<br />

COTW,<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation<br />

COTW, ARHP,<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation<br />

3.7. Workforce<br />

Development<br />

3.8. Career<br />

Development<br />

3.8. Career<br />

Development<br />

3.8. Career<br />

Development<br />

3.9.<br />

Leadership<br />

Development<br />

3.7.2.5 Develop best practices for effective integration <strong>of</strong> nonphysician<br />

health pr<strong>of</strong>essionals into academic divisions and<br />

practices.<br />

3.8.2.1 Restructure and expand the <strong>Rheumatology</strong> Research<br />

Foundation’s funding portfolio.<br />

ARHP, CORC,<br />

COTW, COR<br />

<strong>Rheumatology</strong><br />

Research<br />

Foundation<br />

3.8.2.2 Develop a national rheumatology mentoring program. COR, Division<br />

directors group<br />

3.8.2.3 Identify best practices for structuring academic adult and<br />

pediatric rheumatology divisions.<br />

3.9.2.1 Update and analyze the state <strong>of</strong> leadership in academic<br />

divisions <strong>of</strong> rheumatology on an annual basis.<br />

Division<br />

directors group<br />

Division<br />

directors group<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

3.9.<br />

Leadership<br />

Development<br />

3.9.<br />

Leadership<br />

Development<br />

3.9.<br />

Leadership<br />

Development<br />

3.9.<br />

Leadership<br />

Development<br />

3.10.<br />

Demonstrating<br />

Value<br />

3.10.<br />

Demonstrating<br />

Value<br />

3.10.<br />

Demonstrating<br />

Value<br />

3.10.<br />

Demonstrating<br />

Value<br />

3.9.2.2 Create comprehensive leadership development and<br />

mentoring programs.<br />

3.9.2.3 Develop a comprehensive and formal evaluation process for<br />

vetting and selecting volunteer leaders.<br />

Nominations<br />

and Leadership<br />

Development<br />

Committee<br />

Nominations<br />

and Leadership<br />

Development<br />

Committee<br />

3.9.2.4 Create a rheumatology division directors group. Nominations<br />

and Leadership<br />

Development<br />

Committee, with<br />

collaboration<br />

from COTW<br />

3.9.2.5 Consider recognition programs for academic leadership. Nominations<br />

and Leadership<br />

Development<br />

Committee<br />

3.10.2.1 Develop a dashboard with tools and metrics to facilitate<br />

best practices in academic centers.<br />

3.10.2.2 Implementation <strong>of</strong> data sharing resources to share disease<br />

assessment and outcome measures.<br />

3.10.2.3 Enhance, promote, and demonstrate value <strong>of</strong> improved<br />

practice models in academic rheumatology.<br />

3.10.2.4 Development and adoption <strong>of</strong> new technologies in<br />

diagnostics and therapeutics.<br />

CORC, in<br />

collaboration<br />

with RHIT, QOC<br />

and other<br />

committees<br />

CORC, QOC<br />

CORC<br />

RHIT ,with<br />

collaboration<br />

from QOC, CMC,<br />

GAC, CORC<br />

6. Next Steps Annual progress reports Executive<br />

Committee<br />

6. Next Steps Convene next panel by fall 2017 Executive<br />

Committee<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

5. Additional Areas to Consider<br />

In addition to the critical issues and recommendations outlined in section 3, the panel has identified<br />

additional areas for future consideration by the Board and committees <strong>of</strong> the <strong>College</strong> as they enter into<br />

strategic planning and develop project proposals over the next few years. These areas include:<br />

<br />

<br />

<br />

Increased international collaborations and development <strong>of</strong> research in rapidly developing countries<br />

in Asia and Latin America<br />

Enhancement <strong>of</strong> participation <strong>of</strong> under-represented minority pr<strong>of</strong>essionals in academic<br />

rheumatology<br />

Evolution <strong>of</strong> the relationships between academic units and the pharma/biotech sector<br />

November 2012 88


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

6. Next Steps<br />

It is expected that this final report will be utilized by the <strong>College</strong> and Foundation in their upcoming strategic<br />

planning exercises, and that many projects will result from the recommendations contained <strong>here</strong>in. In order to<br />

ensure that each <strong>of</strong> the recommendations outlined in Section 3 are considered by the appropriate<br />

departments, committees and councils within the <strong>College</strong>, the panel has developed a set <strong>of</strong> next steps to<br />

facilitate further discussion and action over the next several years.<br />

Dissemination Plan<br />

A summarized version <strong>of</strong> this report will be made publicly available on the ACR website, and will also be<br />

distributed to key stakeholders at the NIH and other funding agencies, as well as to division chiefs and internal<br />

medicine program directors, other specialty societies, etc. A white paper may also be submitted to Arthritis &<br />

Rheumatism on behalf <strong>of</strong> the panel to share the outcomes with the membership (pending approval by the<br />

Executive Committee).<br />

Once the final report has been accepted by the Executive Committee <strong>of</strong> the ACR, the report will be shared<br />

with committees and councils, who will be charged with evaluating the recommendations and creating<br />

appropriate action plans and projects accordingly. This will be extremely helpful in assisting the <strong>College</strong> as it<br />

plans for the future, as well as to increase organizational capacity to achieve the goals outlined in this report.<br />

Projects, Programs and Capacity<br />

Pending acceptance <strong>of</strong> this final report, members <strong>of</strong> the panel will be available to liaise with other committees<br />

within ACR to discuss specific projects discussed above and provide guidance with respect to the intention <strong>of</strong><br />

the goals and strategies. It is expected that some <strong>of</strong> these projects may be developed in time for the May 2013<br />

project cycle.<br />

Several recommendations contain resources that are not yet available (e.g., staffing, infrastructure,<br />

technologies, etc.) and will require a direct investment from the <strong>College</strong> to build organizational capacity. It is<br />

the hope <strong>of</strong> the panel that the departments referenced in these recommendations will move quickly in order<br />

to accomplish these important goals.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

Monitoring Progress<br />

In order to monitor and evaluate the plan laid out in this report, the panel respectfully requests annual<br />

progress reports from the ACR Executive Committee to the Board <strong>of</strong> Directors. These reports can be quite<br />

simple, including a brief statement <strong>of</strong> the outcome <strong>of</strong> each <strong>of</strong> the suggested actions laid out in section III <strong>of</strong><br />

this report in table format, with the understanding that many <strong>of</strong> these goals are longer term and the status for<br />

some years will remain ‘pending.’<br />

Dr. Holers, as an ACR board member, has volunteered to assist in the compilation <strong>of</strong> these reports, which will<br />

require cooperation from nearly all ACR departments, committees and councils. This reporting process would<br />

allow for continual evaluation <strong>of</strong> the efficacy <strong>of</strong> the recommended programs and services outlined in the<br />

report.<br />

It is the recommendation <strong>of</strong> this panel, that a new panel be convened no later than the fall <strong>of</strong> 2017 to evaluate<br />

the health <strong>of</strong> academic rheumatology within the US, utilizing the 2012 report and new data sources available<br />

as a result <strong>of</strong> the work <strong>of</strong> the <strong>College</strong> between 2012 and 2017 to increase capacity in the areas recommended.<br />

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Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

7. Acknowledgments<br />

Blue Ribbon Panel Members<br />

Co-Chairs:<br />

David A. Fox, MD<br />

University <strong>of</strong> Michigan<br />

Staff Liaison: Mary Wheatley<br />

Sr. Director, Research and Training<br />

<strong>American</strong> <strong>College</strong> <strong>of</strong> <strong>Rheumatology</strong><br />

V. Michael Holers, MD<br />

University <strong>of</strong> Colorado Denver<br />

Representational Members:<br />

ACR Executive Committee<br />

E. William St.Clair, MD<br />

Duke University<br />

Association for <strong>Rheumatology</strong> Health<br />

Pr<strong>of</strong>essionals<br />

Daniel E. Schaffer, PA-C<br />

Mayo Clinic<br />

At-Large Members:<br />

Gary Bryant , MD<br />

University <strong>of</strong> Minnesota<br />

Lindsey A. Criswell, MD, MPH<br />

University <strong>of</strong> California, San Francisco<br />

Leslie J. Cr<strong>of</strong>ford, MD<br />

University <strong>of</strong> Kentucky<br />

Mary K. Crow, MD<br />

Hospital for Special Surgery<br />

ACR Committee on Research<br />

Bruce N. Cronstein, MD<br />

New York University<br />

ACR Committee on Training and<br />

Workforce Issues<br />

Abby G. Abelson, MD<br />

The Cleveland Clinic<br />

Ellen Gravallese, MD<br />

University <strong>of</strong> Massachusetts Medical School<br />

Elizabeth W. Karlson, MD<br />

Brigham and Women's Hospital<br />

William J. Koopman, MD<br />

University <strong>of</strong> Alabama at Birmingham<br />

ACR 2020 Panel<br />

ACR Registry and Health Information<br />

Technology Committee<br />

William F. Harvey, MD<br />

Tufts Medical Center<br />

Eric L. Matteson, MD<br />

Mayo Clinic<br />

William Robinson, MD, PhD<br />

Stanford University<br />

ACR Pediatrics Special Committee<br />

Hermine I. Brunner, MD, MBA, MSc<br />

Cincinnati Children's Hospital Medical<br />

Center<br />

Maria E. Suarez-Almazor, MD<br />

University <strong>of</strong> Texas MD Anderson Cancer<br />

Center<br />

November 2012 91


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

In addition to the important contributions <strong>of</strong> each panel member, the panel would like to thank the<br />

following organizations, committees and councils who also provided data, input and information<br />

into the process.<br />

<br />

<br />

Organizations<br />

o Alliance for Lupus Research<br />

o <strong>American</strong> Autoimmune Related Diseases Association<br />

o Arthritis Foundation<br />

o Arthritis National Research Foundation<br />

o Autoimmunity Centers <strong>of</strong> Excellence<br />

o Crohn's and Colitis Foundation<br />

o Lupus Foundation <strong>of</strong> America<br />

o National Institutes <strong>of</strong> Health<br />

o National Psoriasis Foundation<br />

o Scleroderma Foundation<br />

o Sjogren’s Syndrome Foundation<br />

o Vasculitis Foundation<br />

Committees and Councils<br />

o ACR Committee on Education<br />

o ACR Committee on Rheumatologic Care<br />

o ACR Government Affairs Committee<br />

o ACR Committee on Quality <strong>of</strong> Care<br />

o ACR Registry and Health Information Technology Committee<br />

<br />

ACR Staff<br />

o Mark Andrejeski<br />

o Steven Echard<br />

o Steve Blevins<br />

o Donna Hoyne<br />

o Rachel Myslinski<br />

o LaTanya Benford<br />

o<br />

o<br />

o<br />

o<br />

o<br />

o<br />

Norman Kwong<br />

Antanya Chung<br />

Amy Miller<br />

Adam Cooper<br />

Damian Smalls<br />

Nat Cabrera<br />

November 2012 92


Final Report: ACR Blue Ribbon Panel on Academic <strong>Rheumatology</strong><br />

8. References<br />

1. Colbert R, Silver R, Bathon J, Cronstein B, Daikh D, Deane K, Gilkeson G, Hootman JM, Karp D,<br />

O'Dell JR, Plenge RM, Rigby WFC, Schanberg L. A National Research Agenda for <strong>Rheumatology</strong>:<br />

2011-2015. http://www.rheumatology.org/about/2011ResAgenda%20comment.pdf. Feb 2012.<br />

2. NIH Center for Scientific Review: Description and Roster for Arthritis, Connective Tissue and Skin<br />

Study Section. http://public.csr.nih.gov/StudySections/IntegratedReviewGroups/MOSSIRG/ACTS/<br />

Pages/default.aspx. Accessed Aug 2012.<br />

3. 2009 <strong>Rheumatology</strong> Economic Survey: ACR First Annual Benchmarking Survey. May 2010.<br />

4. ACR Annual Benchmarking Survey: Preliminary Report for the ACR Blue Ribbon Panel. May 2012.<br />

5. Deal C, Hooker R, Harrington T, Birnbaum N, Hogan P, Bouchery E, Klein-Gitelman M, Barr W. The<br />

United States <strong>Rheumatology</strong> Workforce: Supply and Demand, 2005–2025. Arthritis Rheum. Mar<br />

2007;56(3):722-729.<br />

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