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Your Background?. PhysiciansAdministratorsNursing staffQuality improvement facilitatorsIT staffVendors. 3/1/2012. Sammamish Diabetes and Lipid Clinic, PLLC. 2. My Background. 3/1/2012. Sammamish Diabetes and Lipid Clinic, PLLC. 3. . Family Practice, started solo from scratch in 1983 after residencyGrew to 6 provider practice which was sold to Swedish Hospital in 2003Now Medical Director of 7-provider clinic in 12-clinic systemFirst EMR 1997 on Newton Message Pad Migrated to Practice Part30218
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1. A Practical Approach to Improving Quality
TEPR 2007
Donald T. Stewart, MD
DonS@SammamishDiabetesAndLipid.Org
2. Your Background? Physicians
Administrators
Nursing staff
Quality improvement facilitators
IT staff
Vendors 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 2
3. My Background 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 3
4. My Background Participant in Practice Partner Research Network since 2003
Participant in Washington State Diabetes Collaborative 2006-2007
NCQA Recognized Diabetes Physician
Going solo again in a Micropractice July 2007 focusing on primary care for patients with diabetes and lipid disorders
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5. 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 5 What do we need to do improve the quality of chronic disease care? Most of us do just fine with the patients who come in for a scheduled visit for their chronic problems and follow-up when we tell them to.
The problem is with the patients who do not follow-up for scheduled care
We need to educate them
We need to keep track of them
We need to get them back when they need it.
6. What Tools do We Need? The Chronic Care Model
Workflow modifications
Changes in the practice culture
Registry capabilities
Patient self-management tools
Effective ways to communicate with patients
An Electronic Health Record 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 6
7. The Chronic Care Model Also called the Scheduled Care Model
Promoted and formulated by Ed Wagner, MD, MPH of Group Health Cooperative
Adopted by AAFP and ACP in their new practice models
Linked with Pediatric Medical Home model
Increasingly used in Pay for Performance programs
Adapted for prevention, behavior change
http://www.improvingchroniccare.org/ 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 7
8. Components of the Chronic Care Model Community, Health System, and Patient
Health System Characteristics:
Delivery system design
Integrated team
Scheduled care visits with goals and expectations
Access
Communication with patients
Self-Management Support
Decision Support
Clinical Information Systems
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10. Health System – the Doctor’s Office Workflow modifications
Office culture changes
Registry capabilities
The EMR
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11. Workflow Modifications
12. Workflow Modifications Follow-up Visits
Scheduled at the time of previous visits
Totally stable patients at goal: Q 6 months
Fairly stable patients at or close to goal: Q 3 months
Patients not to goal: Q 4 – 8 weeks
Patients given paper to carry back to the reception desk for scheduling
If unable to schedule then, tickler for reception to call the patient at appropriate time to schedule 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 12
13. Workflow Modifications The day before the visit
MA reviews schedule
Writes down plan for each patient
Flu Shot
Pneumovax
Microalbumin/Creatinine
HgbA1c
Lipids, AST, ALT
BMP
Need to call chronically late patients to remind them to arrive on time 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 13
14. Workflow Modifications Day of the visit
Patient arrives 10 minutes early
Front desk reminds them we need a urine
MA rooms patient, gets UA, starts HgbA1c, Lipids if appropriate, vitals
Shoes off
Comments on previous self-management goals, may give summary sheet from last visit
Doctor sees patient on time
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15. Workflow Modifications Structured Visit – 30 minutes
Review meds, side effects
Home glucose results, BP
Complications, symptoms
Diet, exercise progress
Fears about the disease
Self management goals and progress
Today’s results, review with graph or chart
Exam
Plan for next visit
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16. Office Culture Changes 3/2/2012 16 Sammamish Diabetes and Lipid Clinic, PLLC
17. Office Culture Changes Meetings focusing on the issues
Educating all of the staff about the disease, so they are aware of the importance
Sending MAs to classes by CDEs
Participate in chronic disease collaborative, with staff participating, too
Set specific goals, and post results in the lunchroom
Reward the staff when the goals are met with cash bonuses, dinners out to celebrate
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18. Office Culture Changes Receptionist and schedulers very important
Know who the diabetics are, flagged in charts and schedules
Consistent messages to the patients from all staff
Review of the “outlier” patients through registry or EMR reporting functions
Structured contact with them to schedule visit
Phone calls more effective than letters, so do both
Registered letters when phone calls do not work
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19. Office Culture Changes Medical Assistants and Nursing Staff
Reviewing the schedule and plans the day before
Standing orders for pneumovax, flu shots, all labs deemed important
Getting these done as needed with each visit
Providing the patients with reminders, handouts, report cards, making sure they schedule their follow-up visits
Helping pull in derelict patients during refill requests and phone triage
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20. Office Culture Changes Administration
Scheduling meetings, classes, education sessions
Tracking goals and posting progress
Making sure the schedule will work and there is adequate staff coverage to do the job
Calling patients and getting recalls out
Providing the tools necessary to make chronic disease management work
Financial and other incentives
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21. Office Culture Changes Providers
“Buying in” to the chronic disease model
Believing that they do have responsibility for their patient’s success and compliance
Relinquishing control by giving standing orders
Accepting and agreeing on treatment goals
Accepting all of the staff as part of the team
Rewarding staff for success
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22. Registries and Registry Capabilities 3/2/2012 22 Sammamish Diabetes and Lipid Clinic, PLLC
23. Registry Capabilities Database of patients with the problems you are interested in following
Useful for identifying the patients you never see because they fail to come in
Tracks specific outcomes measures
Reports that give you feedback on which of your goals you need to work harder to meet
A way to compare performance of physicians and practices to each other
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24. Registry Examples CDEMS: Chronic Disease Electronic Management System http://www.cdems.com/
Microsoft Access database, lots of reporting functions, very well supported, and free
Can be adapted for any chronic disease
MAs can print flow sheets for documenting each visit, and give copies to the patients
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29. California Healthcare Foundation For an excellent review of 16 registry products by the California HealthCare Foundation, try this: http://www.chcf.org/documents/chronicdisease/ChronicDiseaseRegistryReview.pdf
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31. The Electronic Health Record
32. Paper vs EHR Paper Record Not enough information
Information not accessible
Illegible
Not safe
Hard to keep up
Hard to identify trends
Sticky Notes
Reporting requires additional tools
EHR Too much information
Available 24/7
Legible
Built-in reminders, drug interaction warnings
Built-in trending
Messaging
More and more with integrated reporting
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33. Registries vs EHRsAdvantages Registries Designed for population management
Target patients with chronic conditions
Built-in guidelines & protocols
Risk Stratification tools
Low cost
Rapid implementation
EHRs Designed for patient care
Opportunistic care at every patient visit
Documentation tools
Templates & Flowsheets
Communication tools
Clinical information support
High cost
Slow implementation 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 33
34. Registries vs EHRsDisadvantages Registries Data limited to pre-defined conditions
Limited recording of patient interactions
Limited flexibility
Disease and population focus, not patient-focused EHRs Tend to deal with individual patient interactions
Less advanced chronic disease management functionaliy
Less advanced population management functionality
Expensive
Difficult to maintain
Long implementation time 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 34
35. EHR Tools - general No time wasted looking for charts or lab reports or in doing double data entry
You should chose an EHR with built-in registry capabilities, or at least ease of generating the data you want
The EHR can remind you at the time of care what services are overdue for the patient whose own agenda was an urgent care visit.
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36. EHR Tools – at the time of visit Remind the provider of what needs to be done
Reminding the provider when not to goal
Formulary compliance
Presenting data to patients
Patient education materials
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37. EHR Tools – without a visit Scheduling patients
Documenting phone contacts and Rx refills
Order entry and tracking
Lab letters, patient reminders
Messaging and workflow
Information access when on call
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38. EHR Financial Incentives More reimbursement through better documentation
Greatly increased operating efficiency of the office
Documenting quality for better patient acceptance
Pay for Performance
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39. EHR Basic Issues Templates vs free-form data entry
Templates for data you want to analyze or remember
Free-form to personalize the note.
Voice recognition vs typing
Learn to type (though voice keeps getting better)
Pen based systems
Slick, but handwriting recognition is much slower than typing
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40. Diabetic Data You Care About(that you want to automagically go into your visit note) Diagnosis Date
Diabetes Educator
Endocrinologist
Frequency of glucose monitoring
Frequency of blood pressure testing
Frequency of exercise
Diet
Symptom Status
Painful Neuropathy
Numbness
Hypoglycemic episodes
Sexual function
Patient Concerns
Amputation
Blindness
Renal failure
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41. Patient-Centered Data Fears about their disease process (what motivates them)
Exercise behaviors (type and frequency)
Smoking Status
Diet behaviors
Self-management goals (specific goals, roadblocks, timeframe, confidence they will succeed)
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42. Disease-Aware Templates Ideally, you want the EHR to remind the providers, reception staff, and medical assistants when a patient with a targeted problem arrives
Integrated Systems do this best
The next two slides give examples for MA check-in templates for patients with diabetes and without diabetes 3/2/2012 42 Sammamish Diabetes and Lipid Clinic, PLLC
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45. Custom Data Entry Forms EMRs can be modified by adding custom forms to record structured data
Examples might include a PHQ-9 asthma symptom severity score, monofilament exam
With custom forms, you can store the data without cluttering up the progress note
Custom forms can allow patients to enter some of the data themselves, in a format that can be stored and used for reporting or presented in a useful format such as in flow sheets
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47. Order Sets With disease-aware templates, providers will be presented appropriate sets of orders appropriate to the patient care
Blood test orders
Referrals
Immunizations
Decision support
Specific treatments: ACEI’s if Microalbumin/Creatinine elevated
Complex changing therapy: Insulin 3/2/2012 47 Sammamish Diabetes and Lipid Clinic, PLLC
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49. Flowsheets 3/2/2012 49 Sammamish Diabetes and Lipid Clinic, PLLC
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52. Health Maintenance Reminders Alerts for tests or interventions that need to be done at intervals
Screening tests: pap smears, mammograms
Immunizations that are due
Disease-Specific tests: HgbA1c, echocardiogram
Alerts visible when chart is opened
List of HM reminders set to be delivered
to in-basket of provider
Delegated support staff
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55. Reporting Reports built-in to the EHR – disease reporting growing by leaps and bounds.
Reporting has several goals
Identify outliers
Identify performance deficiencies
Motivate staff and providers
Reports shared as part of a network
Comparing results to others locally
Comparing on a national level 3/2/2012 55 Sammamish Diabetes and Lipid Clinic, PLLC
56. Report Types Population Reports Compare performance against guidelines
Identify deficiencies in care
Use to set goals and workflow changes, bonuses for staff
Start with process reporting
Move to results reporting
Patient-Level Reports Identify individual outliers
Target and risk-stratify patients
Use for recalls and targeted education and other interventions
Keep patients from “slipping through the cracks” in the system 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 56
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59. Process Measures 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 59
60. Outcomes Measures 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 60
61. Process Measures 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 61
62. Outcomes Measures 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 62
63. Practice Partner Research Network Quality Research Network coordinated by Medical University of South Carolina
Agency for Healthcare Research and Quality funding – Future funding guaranteed by PP
10+ years experience, over 25 peer-reviewed articles
960,000 patients --- 7,700,000 patient contacts
Quality Reports available to all Practice Partner users
64. How PPRNet Works See patients using Practice Partner
Enter your data any way you want to
Send in a data extract every quarter
(5 minutes of operator time to do this)
Receive Quality Report and Patient Level Reports a month later
Meet with your group and decide what to change
65. Summary To Achieve Success at Chronic Disease Management, you need:
Chronic Care Model
Workflow changes
Office culture changes
Registry capabilities
EHR helpful, but not necessary 3/2/2012 Sammamish Diabetes and Lipid Clinic, PLLC 65
66. Questions? 3/2/2012 66 Sammamish Diabetes and Lipid Clinic, PLLC