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2013 National Summit on
  Advanced Illness Care
 A Roadmap for Transformation
           @CTACorg
Stay Engaged throughout the
     Summit on Twitter

            @CTACorg
           #CTAC2013
Welcome & Keynote
     Address
Judith A. Salerno, M.D., M.S.,
    Institute of Medicine
Master of Ceremonies
   Lisa Stark, ABC News
Care Journey: Personal Reflections
        on Advanced Care            Moderators
                  Richard Address, Congregation M’Kor Shalom
               Tyrone Pitts, Progressive National Baptist Convention

                                   Panelists
                      Amanda Bennett, Bloomberg News
                  Nancy Brown, American Heart Association
                  Suzanne Mintz, Caregiver Action Network
                             Susan Reinhard, AARP
    Don Schumacher, National Hospice and Palliative Care Organization (NHPCO)

                                 Closing Remarks
                      Brad Stuart, M.D., Sutter Care at Home
Care Journey
Patient & Family Videos
Care Journey: Personal Reflections
        on Advanced Care            Moderators
                  Richard Address, Congregation M’Kor Shalom
               Tyrone Pitts, Progressive National Baptist Convention

                                   Panelists
                      Amanda Bennett, Bloomberg News
                  Nancy Brown, American Heart Association
                  Suzanne Mintz, Caregiver Action Network
                             Susan Reinhard, AARP
    Don Schumacher, National Hospice and Palliative Care Organization (NHPCO)

                                 Closing Remarks
                      Brad Stuart, M.D., Sutter Care at Home
65 Million Family Caregivers
Typical Family Caregiver   1/3 are Higher Burden
• 49 year old woman        • Approx 40 hours of
• Cares for a parent who     care per week or more
  doesn’t live with her    • Lives with Loved One
• Provides approx 20       • Provides significant
  hours of care per week     help both medical and
• For about 5 years          non medical
                           • Can provide care for 10
                             years or more
Caregivers Vs. Non-Caregivers
• Spend $5,531 more on medical expenses, supplies,
  etc.
• More likely to
   • go part-time
   • turn down promotions
   • give up employment
• Over $300,000 in lost income, pensions, SSI
• Higher incidence of depression and chronic disease
Poverty, Race, Ethnicity Impact on Health
   • Lack of Access and Poorer Outcomes
     Compared to Whites
     · Those in poverty     80%
     · Latinos              60%
     · Blacks and AI/ANs    40%
2013 National Summit on
  Advanced Illness Care
 A Roadmap for Transformation
Assessing the Benefits and Costs of
        Transforming Care
                          Moderator
              Mark McClellan, Brookings Institution

                             Panelists
           Jeff Burnich, M.D., Sutter Medical Network
            Gail Hunt, National Alliance for Caregiving
                 Randall S. Krakauer, M.D., Aetna
      Diane E. Meier, M.D., Center to Advance Palliative Care
                  Dan Mendelson, Avalere Health
Aetna Compassionate Care
   Trained, experienced case
                                                                       Impact
       managers provide:
 Case Management Education, support and
  resources for the member and their                       Favorable impact aligning
  family/caregivers
 Pain and symptom management – ensure                      patient goals with outcomes
  member has access to effective pain
  management and ongoing evaluation                          82% of engaged decedents
 Facilitation of informed care decision                      choose hospice1
  making – allowing the member/family to
  actively plan with the case manager and                    82% reduction in acute
  their medical team what their wishes are                    inpatient days2
  for continued care
 Review what they understand their                          77% reduction in ER visits2
  prognosis to be – Concerns about the path                  86% reduction in ICU days2
  ahead;
        making decisions when/if they are unable            Improved quality of life
        Planning how to spend their time as options
         become limited                                       for Aetna members and
        Review potential trade-offs that may arise over
         time
                                                              their families
        Address spiritual and cultural needs as
         appropriate
                                                                                          15
Member Engagement:
                         the Roots of Impact
•Wife stated member passed away with Hospice. Much emotional support given to
spouse. She talked about what a wonderful life they had together, their children, all
of the people's lives that he touched - they were married 49 years last Thursday and
each year he would give her a piece of jewelry. On Tuesday when she walked into
his room he had a gift and card laying on his chest, a beautiful ring that he had their
daughter purchase. She was happy he gave it to her on Tuesday - on Thursday he
was not alert. She stated through his business he touched many peoples lives, and
they all somehow knew he was sick, and he has received many flowers, meals, fruit,
cakes - she stated her lawn had become overgrown and the landscaper came and
cleaned up the entire property, planted over 50 mums, placed cornstalks and
pumpkins all around. She said she is so grateful for the outpouring of love. Also
stated that Hospice was wonderful, as well as everyone at the doctors office, and
everyone here at Aetna. {She tells all of her friends that "when you are part of
Aetna, you have a lifeline.”} Encouraged her to call CM with any issues or
concerns. Closed to Case Management.


 Compassionate Care
                                                                                          16
Barriers and Solutions
• Inability to Identify cases    • ID Algorithm, work with
                                   physicians to ID cases
• Members with Advanced          • Case manager initiates
  Illness are not engaged in       outreach after verifying
  support in a timely manner       case with physician
• Insufficient communication
  between case managers          • Case managers embedded
  and physicians and staff         in medical offices
• Hospice eligibility criteria   • Liberalize Hospice entry
  represent unnecessary            criteria – concurrent care
  barrier                          and 12 month course
Using Patient Flow Data to
                       Manage Risk, Enhance Patient
                       Outcomes, and Improve
                       Financial Performance /


                       Dan Mendelson
                       February 2013



Avalere Health LLC | The intersection of business strategy and public policy
Breaking the Readmission Cycle /
Improving Care Coordination Across Continuum of Care
                                     Lack of communication, medication
                                    management, patient preparation, and
                                               follow-up care




  Sick                Hospital                Rehabilitation &             Home
 Patient                                      Nursing Facilities




                                        Health status deteriorates /
                                            Patient readmitted
  Success in coordinating care and allocating revenue will demand new affiliations
                       and new capital investment strategies



                                                                           © Avalere Health LLC
                                                                           Page 19
Patient Flow Patterns /
Where Do Patients Go After Hospital Discharge?

                                                                                   Medicare



            LTACH                             IRF                         SNF                          HHA                         Home               Other
                 1%                           3%                          18%                           9%                           55%              14%


                                                                                  Transition



              Emergency Department                                                                                                   Readmissions
                                 (19%)                                                                                                        (17%)

     What happens to a patient during the post-discharge period is very important /
  19% of patients go to the emergency department, and an additional 17% are readmitted
    for care that could have been provided in less intensive settings, including home

PAC: Post-Acute Care; LTACH: Long-Term Acute Care Hospital; IRF: Inpatient Rehabilitation Facility; SNF: Skilled Nursing Facility; ALF:
Assisted Living Facility; HH: Home Health
*The remaining 14% of Medicare patients discharged from hospitals either are discharged to other (e.g., another inpatient hospital) or die.             © Avalere Health LLC
Source: Avalere analysis of 2009 Medicare 100 Percent Standard Analytic File (SAF) claims data base from the Centers for Medicare and                   Page 20
Medicaid Services (CMS). Beneficiaries may be counted more than once because they may have multiple hospital admissions during 2009.
Readmissions /
National Readmission Rates for Common Conditions
                                                                                                          Additional Avalere
                                                                                                          Conditions
                                                                                                          Diabetes
                                                                                                          Alzheimer’s
                                                                                                          Cancer
                                                                                                          Stroke
                                                                                                          Heart Disease
                                                                                                          Major Joint
                                                                                                          CKD
                                                                                                          Pneumonia*
                                                                                                          Endocrine
                                                                                                          Vent Care
                                                                                                          Infectious Disease
                                                                                                          Pulmonary
                                                                                                          Spinal Fusion
                                                                                                          Back Problems
                                                                                                          Neurology
                             CMS HRRP Conditions                    MedPAC Select Conditions
                                                                                                          GI Disorders




Source: Avalere Vantage CPS (Medicare SAFs 2010)
The Avalere Pneumonia measure includes a broader set of pneumonia cases (pneumonia secondary to another                © Avalere Health LLC
condition and pneumonia-like conditions) than the CMS PN measure                                                       Page 21
Readmissions for AMI /
Across Patients’ Next Site of Care




             Readmission rates differ significantly based on the next site of care—
           Risk adjustment is key for understanding differences in readmission rates

Source: Avalere Vantage CPS (Medicare SAFs 2010)
                                                                                 © Avalere Health LLC
                                                                                 Page 22
Patient Flow Patterns /
Henry Ford Hospital’s Current Local Market Referral Network

                                                                                                                                                Composite Rating
                                                                                                                                                     89%

   Henry Ford Hospital - Macomb-IRF                                                                                      St. John Home Care
                                                                   20.7%                        19.4%                           (HHA)
                                                 21.1%
                                                                                                                 2.0%




  CVS Caremark                                                             Henry Ford Hospital-
   MinuteClinic/                                                                Macomb
  HFHS Clinical                                                              RA-RR = 20.0%                                                        Michigan Area
    Affiliation                                                                                                                                 Agency on Aging 1B
                                                            23.9%                                                                                 (CMMI CCTP)
                                                                                                            22.8%
                                                                             33.2%            7.2%

                        Shelby Nursing Center                                                                            Medilodge of Sterling Hts.
                                (SNF)                                                                                             (SNF)



Source: Data powered by Vantage CPS; Medicare Nursing Home Compare (NH) and Medicare Home Health (HH) Compare
Note: These readmission rates have not been risk-adjusted                                                                                                 © Avalere Health LLC
   Represent Overall Star Rating based on NH Compare and HH Compare                                                                                       Page 23
Composite Rating calculated based on 5 select HH Compare measures (i.e., patient education, falls risk, HF symptoms, pressure ulcers, wounds)
Patient Flow Patterns /
Henry Ford Hospital’s Recommended Local Market Referral
Network
                                                                                          St. John
                                                                                         Home Care
                                                                                           (HHA)

                                        HFH-M-
                                         IRF                        20.7%                 19.4%
                                                                                                                                                  Bay Nursing Inc.
                                                 21.1%                                                     2.0% 16.8%                                 (HHA)

                                                                                                                              7.0%                  Composite Rating
                                                                                                                                                        99.4%
  CVS Caremark
   MinuteClinic/
  HFHS Clinical
                                                                          Henry Ford Hospital-
    Affiliation                         3.8%                                   Macomb
                                                                            RA-RR < 20.0%
                                              14.6%
                                                           23.9%
                                                                                          7.2%                22.8%
           Henry Ford Cont.
           Care Ctr. (SNF)                                                 33.2%                                                                Michigan Area Agency on
                                                                                                                                                       Aging 1B
                                                                                                                                                     (CMMI CCTP)
                             Shelby Nursing Center
                                     (SNF)                                               Medilodge of Sterling Hts. (SNF)

Source: Data powered by Vantage CPS; Medicare Nursing Home Compare (NH) and Medicare Home Health (HH) Compare
Note: These readmission rates have not been risk-adjusted                                                                                                   © Avalere Health LLC
   Represent Overall Star Rating based on NH Compare and HH Compare                                                                                         Page 24
Composite Rating calculated based on 5 select HH Compare measures (i.e., patient education, falls risk, HF symptoms, pressure ulcers, wounds)
Patient Flow Analysis and Data Analytics /
Focus in Transitional / FFS Environments
                                   Identify hospitals with high readmission rates
                                   Identify patients with high-risk of readmission
    Manage Risk                    or ED utilization
                                   Understanding performance on activities that
                                   affect payment

                                   Reduce readmissions
                                   Reduce ED utilization
   Enhance Patient
                                   Increase physician visits
     Outcomes
                                   Improve medication adherence
                                   Improve patient and caregiver satisfaction

                                   Reduce readmissions, ED visits, and other
                                   expensive inpatient care
  Improve Financial
                                   Substitute to higher quality/ cost-effective
    Performance                    PAC/ LTC settings
                                   Reduce per capita cost


                                                                        © Avalere Health LLC
                                                                        Page 25
2013 National Summit on
  Advanced Illness Care
 A Roadmap for Transformation
Having Your Own Say
  Jeff Thompson, MD
   Chief Executive
   Officer
About
us... Delivery System
 •Integrated
  – Approximately 6,300 Total Employees
  – 768 providers employed / 484 medical staff – 51
clinic locations
  – 325-bed Tertiary Medical Center

  •Western Campus of the University of Wisconsin
  Medical & Nursing School
  •Gundersen Lutheran Medical Foundation
         •Residency and Medical Education Programs
         •Research
        Program
  •Many affiliate organizations including EMS air and ground
  ambulance service, rural hospitals, nursing homes, hospice, etc.
  •$866.2 million Operating Budget
  •Physician-led organization
  •Strong Administrative/Medical partnership
cialgaT Strategic Plan 2012-
2016
 Mission:     We will distinguish ourselves
                                                                                      Our Purpose is to bring health and
                                                                                                        well-being to our patients
 through excellence in patient care, education,
                                                                                                                and communities.
 research and improved health in the communities we serve.

 Vision:   We will be a Health System of excellence, nationally recognized for improving the health and well-being of our patients,
 families, and their communities.

 Commitment:         We will deliver high quality care because lives depend on it, service as though the patient were a loved one, and
 relentless improvement because our future depends on it.

 Values:    integrity — Perform with honesty, responsibility and transparency.

 Excellence — Measure and achieve excellence in all aspects of delivering healthcare.
 Respect — Treat patients, families, and coworkers with dignity.
 Innovation — Embrace change and contribute new ideas.
 Compassion — Provide compassionate care to patients and families.



Superior                    Outstanding                  Great Place                 Affordability                Growth
Quality                     Patient                      Create a Culture            Make our care more           Achieve Growth
                                                         that embraces a             Affordable to our            that supports our
and Safety                  Experience
                                                         passion for caring          patients, employers,         mission and other
Demonstrate                 Create an
                                                         and a spirit of             and
superior                    outstanding                                              i-nrrtrniirsifti             key strategies ou
                                                                                     Liu LAU! Ly                       uusi.up
Quality & Safety Experience
                                                         improvemen
through the eyes for patients                            t
of the patients & and families
caregivers
“We all die. A fundamental question is do we
want to have a say in how we live?”


                                Jeff Thompson, MD

                                              Having Your Own Say
                       Getting the Right Care When It Matters Most
                                          Gundersen Health System




                                                                     4
“In most respects, the patient were like those
found in any ICU...yet these patients were
completely different. ”


“None had terminal disease, none battled
metastatic cancer, or had untreatable heart
failure or dementia. ”

                Atul Gawande, The New Yorker, August 2,
                2010

                                                          5
“But in La Crosse, the system means that people
are far more likely to have talked about what
they want and what they don ’t want before they
and their relatives find themselves in the throes
of crisis and fear. When wishes aren ’t clear,
families have also become much more receptive
to having the discussion. ”

                    By Atul Gawande, The New Yorker, August
                    2, 2010

                                                              6
“Discussion had brought La Crosse’s end-of-life
costs down to just over half the national
average. It was that simple – and that
complicated.”




                      Atul Gawande, The New Yorker, August 2,
                      2010


                                                           7
Patient and Family
Evaluation

 Hospital Satisfaction   90th percentile
                            th

 Clinic Satisfaction     90                 percentile
 Gundersen Medicare      5 Star
                         75% Market Share
 Advantage Program
Our Plan...

 •Advanced planning

 •Integrated delivery system

 •Available health record

 •Community collaboration

 •Not for profit mission




                               9
Four Key Elements in Designing
an Effective ACP Program

 #1 Systems Design



 #2 ACP Facilitation Skills Training



 #3Community Education and Engagement



 #4 Continuous Quality Improvement
La Crosse Compared to
National Averages
  100
   90
   80
   70
   60
   50
   40
                                                                           La
   30
                                                                           Crosse
   20
                                                                           Nationall
   10
                                                                           y
    0
          % of severely or          % of physicians       Consistency
         terminally ill patient          who               between
                                   are aware of the     known care plan
            with an advance       advance care plan          and
                  care                                treatment provided
J Am Geriatr Soc 2010;58:1249–
                  plan                                                              11
1255.
Australian Study Cont ’
Outcomes when Subjects Died

                                 Intervention   Control     P value
 n (%)                           29 (19)        27 (17)     0.75
 Age median, (IQR)               85 (84-89)     84(81-87)   0.06

 Sex, male n (%)                 17 (59)        13 (48)     0.43
 Patients completed ACP          25 (86)        0 (0)       <0.001
 Wishes known and followed       25 (86)        8 (30)      <0.001
 Wishes unknown                  3 (10)         17 (63)     <0.001
 Effect on family                5 (2-5.5)      15 (5-21)   <0.001
 Impact of Event Score: median
 Effect on family                0 (0-1.5)      5 (0-9)     <0.001
 Hospital Depression Scale


 BMJ 2010;340:c1345
Value of Advanced
Care Planning
 •Value of respecting or honoring a patient’s values and
 goals
 •Avoiding treatments the patient considers
 burdensome, thus avoiding unnecessary suffering and
 indignity
 •Being better able to provide care where the person
 would want it
 •Diminishing or eliminating the moral distress and its
 lasting effects experienced by family or medical staff
 members who must make healthcare decisions when
 they do not know what the patient would want

                                                           13
How do we make integrated
healthcare really work?


 Preserving your health
   Heavy investment in primary care, disease management and
   rehabilitation



                        Multiple layers of connectivity
       Electronic Health Record, Best Practice Protocols, Shared Education
       Program
            Electronic fetal monitoring sites, ER Telemedicine real-time
           hookup



                    Focus on saving lives and preserving function
              •Extended TEC/Continuum of care
              •The critical care hospital of the future
15
Our Care
Coordination Plan

   •Nurses and Social Workers collaborating with
   multiple providers, and between patients and
  families to coordinate services and resources
   across continuum of health care to assist
  patients in reaching their optimal health.
  •The Care Coordination Program works with
  patients of all ages and is a service provided at
  no cost to patients.


                                                      16
Care Coordination Program



                  Out-        We take care of
                  Patient
                Managemen     FFS
                             patients the same
                t            as
                            those for whom we
                            are at financial
                                risk




                             Average caseload is
                             1,200 patients
lee
"To heal the patient, heal the system."


                    Brad Stuart, MD, CMO
                    Sutter Care at Home




                                     GUNDERSEN
                                          HEALTH SYSIFEM
Electronic Health Record Connectivity


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                                                                                                                                                                                        GUNDERSEN
                                                                                                                                                                                        HEALTH SYSTEM
Having
 Your
    Say
 Owner
                                                          Get
   .Edited by BERNARD          J. HAMMES, PHD
            UNDERSEN HEALTH SYSTEM




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                                                          the
                                                                 GUNDERSEN
                                                                 HEALTH SYSIEM
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"We all die. A fundamental question is do we
want to have a say in how we live?"



                             Jeff Thompson, MD




                                          GUNDERS
                                           HEALTH
                                          EN
                                           SYSTEM
Jeff Thompson, MD
Chief Executive Officer
www.gundluth.org
Appendix
National Recognition

 System-Wide Recognition
 •Top 100 Hospitals Five Year Performance Improvement Leader –
 Thomson Reuters
 •HealthGrades Distinguished Hospital Award for Clinical
  Excellence
   – Places Gundersen Lutheran in the top 5% of hospitals in the
        nation 6 times
  •Top 100 Hospital – Thomson Reuters
  •Top 100 Integrated Healthcare Network – Verispan
  •2009 Dartmouth/IHI/Brookings – Best value of 309 Medicare
  regions
  •2009 Commonwealth Fund Top Integrated Systems in U.S.
  •2010 Delta Group – Ranked # 1 of 118 academic centers
  •2011 Top 1% in HealthGrades outcomes
Cost of Care in the Last
 Two Years of Life

                                                                Hospital Days/Patient                 Total Cost of Care/Patient
                                                  Hospital      in Last 2 Years of Life               During Last 2 Years of Life

                                     Gundersen Lutheran 13.5                                                  $18,359
                  Marshfield/St. Josephs                      20.6                                            $23,249

                  University of Wisconsin                     19.7                                            $28,827
                                           Cleveland Clinic 23.9                                              $31,252
                                               Mayo Clinic 21.3                                               $31,816
                                                     UCLA 31.3                                                $58,557

             University of Miami Hospital & Clinics 39.3                                                      $63,821
               New York University Medical Center 54.3                                                        $65,660


* Based on 2007 Dartmouth Atlas Study Methodology. The Dartmouth Atlas methodology examines hospital inpatient care for the last
two years of a Medicare patient ’s life.
Stages of Advance Care Planning Over the Life Time of Adults
First Steps                              Next Steps                         Last Steps
ACP: Create POAHC and consider           ACP: Determine what                           ACP: Establish
                                                                            specifi                   a
when a serious neurological injury       goals of treatment should                         plan of care
                                                                            c
would change goals of treatment.         be followed if                     expressed in medical
                                         complications result in            orders using the POLST
                                         “bad” outcomes.                    paradigm.




Healthy adults between ages 55 and 65.      Adults with progressive,         Adults whom it would not
                                         life-limiting illness, suffering   be a surprise if they died in
                                             frequent complications             the next 12 months.
POLST

 Physician
     Order    for

             Life
                    Sustaining
                         Treatment
                                     27
Lessons for
Healthcare Systems
  •Almost all patients and families are willing to consider
  and talk about future medical decisions IF they see
  how this effort will improve their own treatment....we
  must be able to explain the benefits of the effort of
  having the conversation to the patient/family.
  •A standardized, patient-center, staged approach to
  these advance care planning conversations is crucial
  (rather than a legalistic approach).
  •An organized system of work flows, processes, and
  EMR is needed in all health care settings. The effort of
  ACP must be built into the routine of care and shown
  that it improves patient outcomes.
                                                              28
Lessons for
Healthcare Systems
  •To be successful with ACP requires the
  understanding, support, and involvement of the
  whole community and the other institutions that
  hold the community together: religious;
  business; government; schools; service groups.
  •In order to actually honor the preferences and
  goals of patients/families at the end of life, we
  need a delivery system that is more versatile that
  can be individualized to the patient ’s goals and
  health condition.

                                                       29
Lessons for
Healthcare Systems

  •The health organizations need to develop the
  “capacity” to assist patients with ACP and to honor
  plans before any public engagement.
  •Health organization should involve leaders from
  other organizations/institutions relatively early in
  this work and get these leaders on board.
  •Perhaps two years into the effort, the public at large
  need to be engaged about the value of this work for
  them knowing that all major institutions/leaders are
  supportive.
                                                            30
Lessons for
Healthcare Systems
  •This approach not only insulates health organizations
  from negative attacks, but can create a more positive
  image of health care.
  •The evidence shows that families who face complex,
  moral/medical decisions are better prepared with
  effective advance care planning and deal with grief in
  a healthier way (fewer complications). One might
  assume that this leads to not only positive feelings
  toward the health organization who provide end of
  life care, but also to fewer missed days at work.

                                                           31
Definition: Advance
Directive (AD)
  •A plan, made by a capable person or their
  surrogate, for future medical care regarding
  treatments or goals of care for a possible or
   probable event.

  •This plan could be expressed:
     •Orally or in writing
     •If written, it could be in strict accord with specific
     state statutes or simply a documentation of the
     plan, e.g., a physician’s note.
Definition: Advance
Care Planning (ACP)
A process of planning for future medical
  decisions. This process, to be effective, needs
  to meet similar standards as the process of
  informed consent, i.e., the person planning
  needs
  to...
   – Understand selected possible future situations and
     choices;
  – Reason and reflect about what is best; and
  – Discuss these choices and plans with those who might
     need to carry out the plan
Relationship of
ACP to ADs
ADs are only as good as the process of planning:

  •If the person planning does not understand,
  reflect on, or discuss their choices/options
  adequately, the plan has a high probability of
  failure.
  •ADs success is directly tied to the quality of
  the planning process or ACP.
Family Member...

     “I just want to thank you again for helping my
    Dad. The meeting was just what we needed. It
       would have been difficult to broach those
subjects without you there to facilitate. I think
    his mind was put to ease by getting everything
        out in the open and it led to some very
    productive and loving conversations later in the
                            day.
                            ”
                                                       35
Participating
Organizations
  •AARP
  •Aetna
  •Amedisy
s •Center to Advance Palliative Care
  •Coalition to Transform Advanced Care (C-TAC)
  •Dartmouth Institute for Health Policy and Clinical Practice
  •Gundersen Health System
  •Honoring Choices Minnesota
  •National Palliative Care Research Center
  •Respecting Patient Choices, Australia
   •Sutter Health/Sutter Care at Home


                                                                 36
C TAC’s Four Key
Areas of Focus
   •Do what works: promote best practice care delivery (the models that
   work in clinical and community settings) to ensure high-quality,
   coordinated advanced illness care, across all settings;
    •Empower the public: help people to understand and make informed
   choices for themselves and their families and to call for change in
   care
   delivery      and     in
   policies;
    •Educate health professionals: to better serve patients
andfamilies/caregivers so people know their options, make
   informed
   choices, get the care they need, and avoid procedures they
   want
   don’t
   ; Create policy change: develop and advocate for federal and
    •
state
   legislative, regulatory, judicial, and administrative initiatives, and
   for
   also private policies, to improve care for those with advanced
   illness.
                                                                     37
“La Crosse is Unique”

 Not
 so...

   Minneapolis-St. Paul, Medical Society, Allina,
             Health East, Park Nicollet




           Honoring Choices Minnesota


                                                    38
HCM Engagement In
the Community
   •To Demystify...taboo issues related to the
 death dying processes in the 21 st Century;
   and
   •To Inspire...Minnesotans to imagine
 becoming
   more involved in the end-of-life care decision-
   making process;
   •To Model...ways in which families can discuss
   embrace end-of-life care
 and
   planning;
   •To Support...families with an online “toolkit” of
   video and text tools; and
  •To Prepare...caregivers and families alike to
  certain that family choices are always
 make
  honored.
                                                        39
Australian Experience



              Same Model



        Same Outcomes as U.S.




                                GUNDERSEN
                                HEALTH
                                SYSTEM
British Medical
Journal, March 2010

 “Systematized model of advance care planning,
 following the principles established by Respecting
 Choices; could significantly improve ”
   •Patient and family satisfaction regarding care
   •Improve the knowledge of and respect for
   patients’ end-of-life wishes
   •Contribute to the quality of the end-of-life care
   •Reduce the incidence of clinically significant
   anxiety, depression and post-traumatic stress
   disorder in the surviving relatives of deceased
   patients
                                                        41
Advanced Directives/POLST


      Care Coordination


        Palliative Care


Advanced Disease Coordination


                                42
The Washington Context: Policy
Opportunities to Improve Advanced
           Illness Care
                       Moderator
           Bruce Chernof, The SCAN Foundation
                          Panelists
           Hanns Kuttner, The Hudson Institute
         Chris Jennings, Jennings Policy Strategies
       Senator Blanche Lincoln (D-AR), Alston & Bird
          Len Nichols, George Mason University
Perspectives From the U.S. Senate:
 Achieving High Quality Advanced
    Illness Care for Our Seniors
                        Moderator
               Susan Dentzer, Health Affairs
                             
                        Panelists
           U.S. Senator Johnny Isakson (R-GA)
             U.S. Senator Ron Johnson (R-WI)
            U.S. Senator Mark Warner (D-VA)
         U.S. Senator Sheldon Whitehouse (D-RI)
Closing Remarks

Leonard D. Schaeffer, University of
       Southern California
2013 National Summit on
  Advanced Illness Care
 A Roadmap for Transformation
Keynote Address
                 Speaker
  Kathy Greenlee, Assistant Secretary for
 Aging, and Administrator, Administration
for Community Living, U.S. Department of
        Health and Human Services
Empowering the Public to Make
 Informed Decisions and Plans   Moderator
                     Alexandra Drane, Eliza Corporation

                             Opening Speaker
               Kent Wilson, M.D., Honoring Choices Minnesota

                                    Panelists
                Amy Berman, The John A. Hartford Foundation
 Lindsay Hunt, Institute for Healthcare Improvement/The Conversation Project
                 Peg Chemberlin, National Council of Churches
                            Terry Clark, UnitedHealth
                 Bill Hanley, Twin Cities Public Television (TPT)
“Honoring Choices MN”
   Twin Cities Medical Society
                &
   Twin Cities Public Television
“Honoring Choices MN”

What We Set Out to Do …

•Change Societal Attitudes
   - Needed to be simple


•Family Conversations
–No Documents Required
“Honoring Choices MN”

What We Needed…

•Broad Public Awareness:
     - 6 Full Docs, PSA’s, Web, Social Media, Newspapers
•Human Story-Telling: Authenticity, Humor
•Diversity: Faith, Culture, Identity
•Direct Engagement: Listening Sessions, Ambassadors
•Long-Term Commitment: Seven (7) Full Years
“Honoring Choices MN”
How We Approached It …

•TCMS Laid Groundwork: with Medical Colleagues
•Public TV: Asked to Design, Plan, Budget
•Partnership: Shared Costs, Control, Copyright, Fund-raising
•Plan, Revise, Go Again
•Corporate “Lead”: CEO, Health Partners
•Enlist other Media: TV, Radio, Newspapers, Social Media
“Honoring Choices MN”
Progress to Date …

•Broadcasts (Docs & Spots): 700+
•Web Usage: 22,000 Videos
•Comm. Engagement: 38 Ambassadors, 100 Trainings
•2011-12: Viewed as “Broadly Effective”
•2013-17: Public TV will Continue to Broadcast
“Honoring Choices MN”
   Twin Cities Medical Society
                &
   Twin Cities Public Television
Empowering the Public to
Make Informed Decisions and
           Plans
        Mario's Story
Catalyst, convener, coordinator
Twin Cities Medical Society
  Physician membership organization
  Representing over 5,000 physicians


Our Focus
  2008-2010 --St. Paul/Minneapolis; 2.7 million
  2010-present—statewide – 5 million
Mission
To promote the benefits and implement
 processes and methods of advance care
 planning to the community at large
Timeline
           +
Impact
1.   26 hospitals/health care systems
2.   600 community based partners
3.   45 volunteer Ambassadors trained; hundreds of
     presentations given
4.   Nearly 1,000 Facilitators trained to have discussions
     with individuals and families; 50 Instructors
5.   Documentaries air 90+ times; PSAs over 900 times
6.   15,700 health care directives downloaded in the last
     18 months.
Lessons learned
Collaboration is essential
Local oversight and governance is necessary
Community wants to be engaged in this work
Broad based public engagement tactics are needed
Contact Information
Kent Wilson, MD         Sue Schettle
Medical Director        Chief Executive Officer
Honoring Choices MN     Twin Cities Medical Society
tcms@metrodoctors.com   sschettle@metrodoctors.com
612-362-3704                   612 -362-3799
Working Together: Innovations in
  Inter-Professional Training
                                  Moderators
David E. Longnecker, M.D., Association of American Medical Colleges Washington
                                       DC
            Cynda Rushton, PhD, RN, FAAN, Johns Hopkins University

                                   Panelists
    Patricia A. Grady, PhD, RN, FAAN, National Institute of Nursing Research
                    Bud Hammes, Gundersen Health System
             Richard Payne, Duke Institute for Care at the End of Life
                        Bob Wolf, Healthcare Chaplaincy
Care Planning
             and
Advanced Illness Management
     Bernard “Bud” Hammes, PhD
    Director of Medical Humanities
       Gundersen Health System
             La Crosse, WI
      www.respectingchoices.org
Fragmentation of Care
People with advanced illness suffer greatly because
our current system is fragmented:
1.In space…from one setting to another we don’t
share a common plan/approach;
2.Over time…we don’t keep in tune with individuals
changing goals of care;
3.By protocol…we provide treatment approaches
that are inflexible and at time either/or.

Credit to Brad Stuart, MD.
Correcting Fragmentation Requires:
1. A care model that puts the ill person at the
   center of the care model; and
2. A care team that can deliver this model
   through time and a cross settings of care in a
   way that meets the individual goals of each
   person.
A new care model for those with
      advanced illness requires:
• Care planning build into the routine of care
• Care planning is achieved by well organized,
  effective conversations with individuals (and
  those close to them) and are updated over time
• Care planning leads to clear plans
• Care plans are always available to providers
• Care plans are used thoughtfully when needed
• The individual care plans can be met by a flexible
  care system where treatments provided are
  consistent with treatments desired
Designing this new model requires
1. We change our approach to the process of
   care planning…we need a staged approach;
2. We need some fundamental redesign of the
   care system.
Stages of Advance Care Planning Over the Life Time of Adults
First Steps                                    Next Steps                         Last Steps
ACP: Create POAHC and consider when a          ACP: Determine what goals          ACP: Establish a specific
serious, permanent neurological injury would   of treatment should be             plan of care expressed in
change goals of treatment.                     followed if complications          medical orders using the
                                               result in “bad” outcomes.          POLST paradigm.




   Healthy adults between ages 55 and 65 or       Adults with progressive,        Adults whom it would not be a
    anyone younger with a serious illness      life-limiting illness, suffering   surprise if they died in the next
                                                   frequent complications                     12 months.
We also need to…
• Redesign specific workflows, roles, and tools
  in the health system;
• Train health professionals to conduct the care
  planning conversations at each stage and to
  work as a team;
• Provide community engagement;
• Improve these new systems through
  continuous performance improvement.
For more information about
this approach go to:

www.havingyourownsay.org.
Integrating Spiritual
 Care to Transform
   Advanced Care
Bob Wolf – HealthCare Chaplaincy
Definition - Spiritual Care



    Interventions, individual or communal, that facilitate
    the ability to express the integration of the body,
    mind, and spirit to achieve wholeness, health, and a
    sense of connection to self, others, and[/or] a higher
    power.




American Nurses Association, & Health Ministries Association. (2005). Faith and community nursing:
   Scope and standards of practice. Silver Spring, MD: American Nurses Association.
Existential Questions:

                 WHY???
• Every human
  being has a     •WAS I BORN?
  spiritual
  dimension       •MUST I DIE?
• Every human
  being faces
  mortality
                  •AM I HERE?
• Mortality is
  challenging
#                                © HealthCare Chaplaincy
Faith: Letting Go – Moving
                 On




#                                © HealthCare Chaplaincy
The NCP Guidelines
Address Eight Domains of
Care:
           Structure and processes
           Physical aspects
           Psychological and psychiatric
            aspects
           Social aspects
           Spiritual, religious, and existential
            aspects
           Cultural aspects
           Imminent death
           Ethical and legal aspects
Existential Equanimity

• A state of being that accepts mortality with
equanimity
– Drives decisions about care of serious and
  life-limiting illness
• Compatible with attempts to cure or to
  exclusively pursue palliation
– Drives relationships with loved ones
• Determinant of grief and bereavement course
  among family
104                                    © HealthCare Chaplaincy
Spiritual Support &
Cancer


In a large study of advanced cancer patients:


    88% said religion was at least somewhat important
    72% said their spiritual needs were minimally or not at all
     supported by the medical system
    42% said their spiritual needs were minimally or not at all
     supported by their faith community.
    Spiritual support was highly associated with QOL.
     (P=.0003)

   Balboni, et al. (2007). Religiousness and Spiritual Support Among Advanced Cancer Patients and
      Associations with End-of-Life Treatment Preferences and Quality of Life. Journal of Clinical
      Oncology, 25(5), 555-560.
Bill Gates:
My Plan to Fix
The World's
Biggest
Problems:
 From the fight against polio to fixing
 education, what's missing is often good
 measurement and a commitment to
 follow the data.
 Wall Street Journal – Saturday January 26th 2013

106                                                 © HealthCare Chaplaincy
Spiritual Screening



   Is religion/spirituality important to you as you cope
    with your illness?

   How much strength/comfort do you get from your
    religion/spirituality right now?

   Has there ever been a time when religion/spirituality
    was important to you?


  Fitchett, G and Risk, J. L. (2009). Screening for spiritual struggle. Journal of Pastoral Care
      and Counseling, 62 (1, 2), 1-11
Spiritual History

F Do you have a spiritual belief? Faith? Do you
 have spiritual beliefs that help you cope with
 stress/what you are going through/ in hard
 times? What gives your life meaning?
I Are these beliefs important to you? How do they
   influence you in how you care for yourself?
C Are you part of a spiritual or religious
 community?
A How would you like your healthcare provider to
 address these issues with you?
                                             © C.Puchalski
Cicely Saunder’s implied
postulate?
The spiritual life provides an integrative
function, working through attribution of
meaning to connect our existence to the
grand narrative of existence.


                                              physical       spiritual




                                              social     psychological
  DAME CICELY SAUNDERS, OM, DBE, FRCP, FRCN
           FOUNDER AND PRESIDENT
          ST CHRISTOPHER’S HOSPICE
          22 June 1918 - 14 July 2005
Train
                       Chaplains




    Spiritual
 Needs/Assessme
                  TEAM                  Research
                                         literate

                  Goals of Care          Palliative
       nt
                                       Competencies




                   Train Doctors and
                        Nurses
110                                         © HealthCare Chaplaincy
What Gets in the Way:



  “I’m all for progress.
   It’s change I object to.”
                    -Mark Twain
2013 National Summit on
  Advanced Illness Care
 A Roadmap for Transformation
Identifying and Replicating Best
Practices in Clinical and Community
               Models  Moderator
           Tom Smith, Johns Hopkins University

                         Panelists
           Eric Anderson, Allina Health System
                  Bill Borne, Amedisys
         Malene Davis, Hospice Innovations Group
            Dan Johnson, Kaiser Permanente
LifeCourse
“As I live well with serious illness, I am in charge. You listen to me,
  help me, guide me, honor me, and support me as a person.”

                                              1. Ongoing, personal relationship
                                                 with a non-clinical Care Guide
                                              2. Interdisciplinary Team to address
                                                 all domains of palliative care
                                                 and coordinate across care
                                                 settings and care partners
                                              3. A complement to existing
                                                 services and to the existing
                                                 strengths and assets of the
                                                 individual and caregivers


                                                             Center for Healthcare
                                                                                 114
                                                             Research & Innovation
Health Care @ Home
  Inflection     Disruption    Early Adoption



                 Facilities
                              The community-based
                              delivery model is
                              standardized.

                          The interface differs
               Advanced Care
                          according to the anchor
                Management
                              in the community.
Kaiser
                                              Permanente
• Integrated health system, 8 regions + D.O.C.
• Advanced illness care grounded in 3 RCTs
• Strategies: INVEST, EDUCATE, and INTEGRATE
  • Access to specialty-trained palliative support across inpatient,
    home, clinic and NH settings
  • Systematic approaches to care planning (e.g., Respecting Choices)
  • Moving away from “referral-only” models; imbedding specialty
    support in high risk settings
  • Developing complex medical homes for most seriously ill
The Innovations Group
• What is the Innovations Group?
• Additional examples of care
  coordination.
• Hospice as a foundational model of
  community-based interdisciplinary
  care.
• Advanced Illness---The Next
  Generation!
The Innovations Group
• Hope HealthCare Services      •   Capital Caring
• Valley Hospice                •   The Elizabeth Hospice
• Hospice of the Bluegrass      •   Covenant Hospice
• Four Seasons                  •   Hosparus
• Hospice of Michigan           •   Suncoast Hospice
• Chapters Health System        •   Midwest Palliative &
• Hospice of Palm Beach             Hospice CareCenter
  County                        •   HopeHealth
• Nathan Adelson Hospice        •   The Denver Hospice
• Home & Hospice Care of        •   Hospice of Chattanooga
  Rhode Island                  •   Hospice & Palliative Care of
• Sutter Care at Home               Western Colorado
* The NHWG CEO participates as an invited member and an advisor
The Innovations Group
Hospices Leverage Core Competencies for Advanced Illness
COMPREHENSIVE COORDINATED ADVANCED ILLNESS CARE

                                                                      H o s p i c e

            Interventions with Curative
            Capacity*

                         Disease Modifying Interventions*                    Bereavement


                                    Palliative Interventions


                Consumer Education, “Coaching”, Empowerment


                                                           Prognosis of
               Diagnosis of a                                                    Death
                                                       foreseeable limited
             serious or chronic                         life expectancy or
                  condition                            end-stage disease

       LTC = Long Term Care               * until no longer meeting medically specified outcomes o

Adapted from: Fine PG, Davis M. Fine PG, Davis M: 2006. Hospice: comprehensive
care at the end of life. Anesthesiol Clin;24(1):181-204.
There are opportunities to improve our
       practice on hospice referrals
The benefits are straightforward…better care,
and people who use hospice for even one day
                  live longer.




 Connor SR, et al. J Pain Symptom Manage. 2007 Mar;33(3):238-46.
We miss opportunities to recognize hospice
    eligible patients, they are readmitted, and
                     cost more.
  U of Iowa Hospitals.
  •688 in-hospital deaths
  •209 decedents had preceding admission
  •60% of decedents were eligible for hospice on the
  penultimate admission, based on NHPCO, National Hospice
  and Palliative Care Organization worksheets.

  -Only 14% had any discussion of hospice, despite being
  eligible; 14 of 17 enrolled, all from ONE service


Freund K, et al. J Hosp Med. 2012 Mar;7(3):218-23. doi: 10.1002/jhm.975. Epub 2011 Nov 15.
We miss opportunities to recognize hospice-eligible
     patients, they are readmitted, and cost more.
     Table: Comparison of Cost and Length of Stay Between Patients
     Enrolled and Not Enrolled in Hospice During a Terminal Hospital
                                 Admission
    Enrolled in hospice before last      Not enrolled in hospice, all
          admission n = 7/14              diagnoses, n = 202/209
   Cost
   Mean                     $4963                                $52 219
   Median                   $3690                                $23 322
   Standard                 $3250                                $85 101
   deviation
   Standard                   4.47                                 25.05
   deviation

   Palliative Care Consultation                    YES, $41,859   NO, $58,386
                                                             P<0.04


    Freund K, et al. J Hosp Med. 2012 Mar;7(3):218-23. doi: 10.1002/jhm.975. Epub 2011 Nov 15.
                        Weckmann MT, et al. Am J Hosp Palliat Care. 2012 Sep 5.
People who use hospice are re-admitted less
   often, use less medical resources, and get
                   better care.
Table 2. Readmission Rate by Post-discharge Medical Service Use
Post-discharge medical services Ratio of readmissions     Percent
Hospice                                    11/240                 4.6
Home-based palliative care                  5/60                  8.3
Home health                                 2/15                  13.3
Nursing facility                            14/58                 24.1
Home no care                                9/35                  25.7
Enguidanos S, Vesper E, Lorenz K. 30-Day Readmissions among Seriously Ill Older Adults. J Palliat
Med. 2012 Dec;15(12):1356-61. doi: 10.1089/jpm.2012.0259. Epub 2012 Oct 9.
Hospice saves Medicare $2309 per decedent, and the longer the hospice
Length of stay, the bigger the savings.
Taylor DH Jr, Ostermann J, Van Houtven CH, Tulsky JA, Steinhauser K. What length of hospice
use maximizes reduction in medical expenditures near death in the US Medicare program?
Soc Sci Med. 2007 Oct;65(7):1466-78. Epub 2007 Jun 27.

Better care, consistent with what people would choose.
Smith TJ, Schnipper LJ. The American Society of Clinical Oncology program to improve end-of-
life care. J Palliat Med. 1998 Fall;1(3):221-30.
Hospice eligibility is straightforward –
take out your smart phones and Ap this!
• The SURPRISE QUESTION: “Would you
  be surprised if this person were to die in
  the next 6 months?”
• Failure to thrive: BMI < 22, involuntary
  weight loss
• CHF NYHA Class IV, EF < 20%
• COPD: hypoxemia at rest, FEV1 < 30%
• Dementia < 6 words
• Liver disease: INR > 1.5, albumin < 2.5
• Cancer – much easier. Salpeter et al.
  J Palliat Med. 2012 Feb;15(2):175-85.
  Prognoses < 6 months.
Identifying hospice eligible patients makes a difference




                 PC program
How do we better integrate hospice
          into our care?
• Have a “hospice information visit” when we think the
  person has 3-12 months to live.
• Can’t hurt. OK to predict wrongly.
• Can dramatically help
   • Makes us address difficult issues like “code status”
   • Informs family that the situation is serious and their
     loved one is dying (moves the angst upstream)
   • MOLST
   • Will, Living Will, DPMA, Life Review, Dignity therapy
Smith TJ, Longo DL. Talking with patients about dying. N Engl J Med. 2012 Oct
25;367(17):1651-2. doi: 10.1056/NEJMe1211160.
Barriers             Opportunities
•Provider Competition   •Payer-Provider Collaboration
•Challenges to System   •Private Sector Leadership
Integration             •National Scale Pilots
•Lack of Incentives     •Common Metrics
•New Training Needs     •Comparative Data Analysis
•Startup Costs          •Payment Reform Advocacy
•Reimbursement          •Model Flexibility
•Unique Local Issues
Key Barriers and Solutions to
Innovations in Advanced Illness Care
& Management
Questions
Breakout Session
              Moderators
   Randall S. Krakauer, M.D., Aetna
Brad Stuart, M.D., Sutter Care at Home
              NAS 125
Empowering Employers as Part
     of the Solution
                           Moderator
     Brent Pawlecki, The Goodyear Tire and Rubber Company

                             Panelists
             Ann Richardson Berkey, McKesson Corp.
            Neil Trautwein, National Retail Federation
                       Jack Watters, Pfizer
          Pam Kalen, National Business Group on Health
    Kathy Brandt, National Hospice Palliative Care Organization
Advanced Illness and Caregiving:
A workforce challenge




Brent Pawlecki, MD, MMM
Chief Health Officer
The Goodyear Tire & Rubber Company



National Summit on Advanced Illness Care
January 30, 2013
The Goodyear Tire & Rubber Company

• Goodyear is one of the world's leading tire companies.
    ○ Goodyear is the No. 1 tire maker in North America and Latin America.
    ○ Goodyear is Europe's second largest tire maker.
    ○ The world’s largest operator of commercial truck service and tire retreading
      centers.
    ○ Operates approximately 1,500 tire and auto service center outlets.

• Founded in 1898 in Akron, Ohio.
• 2011 annual sales of $22.8 billion.
                                    Consumer
• Employs approximately 73,000 people around the world.
• Operates 54 plants in 22 countries.
• Blimps—our aerial ambassadors since 1925.
     ○ Goodyear operates three blimps in North America.



                                                                                     136
Global Health Services


 • Building the Culture of Health
    – Health Benefits
    – Wellness Programs
    – Environment, Health and Safety
    – Emergency Preparedness


                                        Healthy,
                                       Engaged,
                                       Productive
                                       Employees


                                                    137
Global Health Services


 Goal:
  Maximize the health and wellbeing of our associates, control
   benefits costs and improve productivity by:
       Preventing illness.
       When prevention is not possible, securing the right care at the right
         place at the right time.
       When treatment is no longer possible, assuring that people have the
         tools available to support a dignified and respectful end of life.




                                    好生活, 生活好选择
                                                                                138
Workforce Challenge—advanced illness


 Advanced Illness / End of Life
 •   Americans living with advanced illness and their caregivers
      – Are not asked what care they want
      – Are not given the help to make good decisions about coordinated high
        quality care
      – Creates physical, emotional and financial hardships
                                      Coalition to Transform Advanced Care (C-TAC)
Workforce Challenge—advanced illness


 Why it is an employer issue
 1. Employees are caregivers
    –   Demographic shifts
        •   One in five will be 65 and older by 2030
        •   percentage of working age 18 - 64 declining
    –   Caregiver duties
        •   7 to 10 million adults care for parents from distance
        •   25% of adults provide care to another adult
        •   64% of caregivers work full or part-time
        •   1 in 8 aged 40 – 60 care for both parent and child
        •   roughly half were men
Workforce Challenge—advanced illness


 Why it is an employer issue
 1. Employees are caregivers
    –   Productivity & financial impact (2006 MetLife)
        •   $17.1 to 33.6 billion per year
        •   Workday interruption at least one hour per week
        •   60% needed to attend to some crisis
        •   2.4 percent leave workforce entirely
        •   Cost for full-time employed caregiver $2,110
        •   Uncaptured presenteeism costs
Workforce Challenge—advanced illness


 Why it is an employer issue
 1. Employees are caregivers
    –   Unprepared
        •   fewer than half of baby boomers have discussed their parents’ treatment
            wishes in the event of terminal illness
        •   only 40% have discussed their parents’ will
    –   Adverse health effects (2010 MetLife)
        •   8% increased health care expenses—13.4 billion/yr
    –   Leaving workforce
        •   Leave of absence (survey showed roughly 25% of caregivers considering
            and/or planning for it)
Workforce Challenge—advanced illness


 Why it is an employer issue
 2. Unexpected health crisis for employee or partner
    –   627,000 working age adults die each year
    –   2007, unintentional injuries caused 120,000 deaths and 26 million
        disabling injuries
    –   Undocumented end of life issues
         •   Treatment decision confusion
         •   Emotional burden
         •   Mounting medical and disability costs
Workforce Challenge—advanced illness


 Why it is an employer issue
 3. Childhood health issues
    –   Parents / Grandparents as caregivers
          •   Balance needs of other family members, household, jobs
          •   Travel to specialty centers
    –   Prematurity
          •   One in eight in U.S., often with serious health conditions
          •   First year medical costs 10 x greater for preterm vs. full-term
    –   Currently, 2% deaths are in children
          •   Heavy emotional toll
Workforce Challenge—advanced illness


 Discussions: refocus




  Discussions about end of life occur
                                  . . . late, . . . too late, . . . or not at all.
Workforce Challenge—advanced illness


 How to address
 • Recognize the issue on your human capital
 • Determine the impact on your workforce
 • Provide appropriate services
      – Encourage financial planning
      – Encourage wills
      – Encourage Advance Directives
      – EAP and counseling services
 • Review and revise policies as needed
      – Bereavement policies
      – Long-term care policies
Workforce Challenge—advanced illness


 Resources
 • Caring Connections — http://caringinfo.org/employer
 • National Business Group on Health — www.businessgrouphealth.org
 • Coalition to Transform Advanced Care — http://advancedcarecoalition.org/
      • Best-practice care delivery models
      • Empowering the public
      • Educating health professionals
      • Creating policy change

 • Publications
      • End of Life: A Workplace Issue. Health Affairs, 29, no.1 (2010): 141-146.
      • MetLife Mature Markets Institute — http://www.metlife.com/assets/cao/mmi/publications/studies/2010/
       mmi-working-caregivers-employers-health-care-costs.pdf

      • The Caregiver Quandary — http://www.slideshare.net/pitneybowes/the-caregiverquandry-
       pitneyboweswhitepaper
www.theconversationproject.org


Brent Pawlecki, MD, MMM
brent_pawlecki@goodyear.com
Empowering Employers as Part
     of the Solution
                           Moderator
     Brent Pawlecki, The Goodyear Tire and Rubber Company

                             Panelists
             Ann Richardson Berkey, McKesson Corp.
            Neil Trautwein, National Retail Federation
                       Jack Watters, Pfizer
          Pam Kalen, National Business Group on Health
    Kathy Brandt, National Hospice Palliative Care Organization
Breakout Sessions
    Public Engagement – Board Room
  Professional Education – Lecture Room
         Clinical Models – NAS 125
      Employer Solutions – NAS 120
Interfaith and Diversity – Members Room
Impact of Advanced Illness
      On the Workplace
What Employers Need to Know
           Pam Kalen
National Business Group on Health
    This presentation was funded by the members of the National Business Group on Health and is for their exclusive use. To protect the
    proprietary and confidential information included in this material, it can only be shared, in either print or electronic formats, within and
    among member companies. All other uses require permission from the Business Group. 2010 National Business Group on Health.

                                                                                                                                                   151
Why Employers Care


• End-of-life issues, such as caregiving, serious illness,
  bereavement and advance care planning, can have a
  far reaching effect on both employees and the
  workplace as a whole.


• Family caregivers provide 80% of U.S. long-term care
  services


• The total estimated cost to employers for all full-time,
  employed caregivers is $33.6 billion.
                                                             152
Costs to Employers


•U.S. businesses lose $17.1 to $33.6 billion per year in
   productivity for full-time employees with caregiving
   responsibilities.

•The annual cost of grief in the workplace
   for death of a loved one is estimated to be
   $37.5 billion.7

•An 8% differential in increased health care costs exists
   between caregiver and non-caregiver employees.


                                                            153
Beginning the Process


• Identify key stakeholders and obtain buy-in.

• Perform employee needs assessment through
  workgroups and employee satisfaction surveys

• Include questions in your work-life questionnaire
  about advanced illness and palliative care, as well as
  planning for the future.

• As part of your health assessment or work-life
  questionnaire, ask employees if they are in a
  caregiving role
Benefits and Communications


• Review coverage under both medical and prescription
  plans to determine if there are any gaps in palliative and
  hospice care.

• Assess support programs, gap analysis and resources
  for advanced illness planning that might be available
  through EAP or other vendors.

• Determine the communications needs for both
  managers and employees and develop an appropriate
  plan for them and other key audiences.
Advance Directives



• Share information with employees on the
  importance of having an advance directive.

• Require vendors that are involved in care case
  management and resource and referral programs to
  ask employees and their dependents if they have an
  advance directive.

• Include in key communications the legal resources
  available for drafting advance directives and estate
  planning documents.
www.businessgrouphealth.org
End-of-Life Issues
      in the Workplace


 Kathy Brandt, MS
kbrandt@nhpco.org
www.caringinfo.org
End-of-life Issues in the Workplace


• Caregiving
• Serious illness
• Grief
• Advance care planning
NHPCO’s Employers Guide

• Assessment
• Work-life Programs
• Benefits and Policies
• Communication Resources
• Learning Modules
• Brochures for managers and employees
Assessment Strategies & Tools

• Assess workplace programs & policies
  • Culture
  • Communication
  • Training
  • Evaluation
  • Programs/resources
• Assess the needs of supervisors
• Employee needs assessment
Work-Life Programs

• Employer-sponsored initiatives
• Goals :
  • Increase employees access to information
  • Enhance ability of supervisors to support
    employees
  • Increase opportunities for peer support
  • Improve morale, retention, productivity
Programs

• Information and referral programs
• Caregiver support
• Lunch-and-learns
• Employee health fairs
• Support for employees coping with grief
Benefits and Policies

Goals:
• Improve company’s competitive
  advantage in recruiting
• Improve employee morale
• Increase retention and productivity
Benefits and Policies

Assess, modify and/or add:
• Funeral leave
• Bereavement leave
• Sick leave
• Leave of absence
• Alternative work schedules
Benefits and Policies

• Action Steps
  • Make sure that employees know about
    benefits and policies
  • Provide ongoing training for supervisors
  • Involve staff in the design of benefits and
    policies
  • Respect the privacy and confidentiality of
    employees
Communication Resources

• Templates for posters & flyers
• Newsletter articles
• PowerPoint presentation for leadership
Learning Modules

• End-of-life Issues in the Workplace
• Supporting Working Caregivers

    www.caringinfo.org/employer
Outcomes from Pilot

• The assessment process uncovered a
  greater need than previously thought
• Managers more aware of employee needs
• Brochures rated as very useful
• Presentations from local hospice were
  extremely informative
• Support after sudden death “invaluable”
Tools You Can Use

•   Caring Connections - www.caringinfo.org
•   Employer’s Guide
•   Educational brochures
•   Outreach Guide

• National Healthcare Decisions Day –
  www.nationalhealthcaredecisionsday.org
2013 National Summit on
  Advanced Illness Care
 A Roadmap for Transformation
Closing Plenary
Jennie Chin Hansen, CEO, American
         Geriatrics Society
Summit Goals
A greater understanding of the issues and challenges, their causes and
potential solutions among American society and leadership: health care
consumers; faith-based organizations; clinicians; health insurance plans;
employers; policy makers; and public advocates, including those
representing culturally diverse communities.

A shared sense of mission and action steps needed to reform and improve
advanced illness care in America, including: system innovations; public
engagement; policy changes; and health professional education and
support. The emphasis will be on quality care and patient satisfaction, and
an agenda that addresses COMMUNITIES, individuals, systems, and policy.
Cost and Benefits
Build on new and existing data from innovative advanced care
management models that improve patient/family quality of
life, lower costs, and affect other key metrics, to identify ways
to improve data and evidence on supporting greater
benefit/value through health care reform.
Public Engagement
Highlight best-practices/innovations in public engagement
including: receptive audiences, effective messages, metrics,
and dissemination strategies.

Create awareness of the need for programmatic coordination
among public engagement initiatives -- specifically, related to
developing and coordinating a common language about the
terms to use and shared messaging.
Professional Education
Build consensus around the competencies clinicians need to
deliver high quality advanced illness care.

Raise awareness of existing innovative tools and solutions in
clinician support and training.

Empower champions within health care systems to advocate
for curricula transformation.
Clinical Models
Identify clinical best practices in caring for people with advanced illness with
the potential to effectively serve the advanced illness population across the
country.

Achieve consensus on common process and outcomes measures that can be
used to assess the clinical effectiveness and patient and family satisfaction with
treatment of advanced illness.

Agree on the structure of a national pilot that can be used to scale and replicate
effective innovations in advanced illness care and to create an evidence base
that is critical to advocacy for payment reform.
Empowering Employers
Think about ways in which your organization can take steps to increase
its support of employee caregivers. This can include items that are top-
down such as flexible leave time and geriatric care managers or
bottom-up such as brown bag info sessions and support groups.

Review the Employer Checklist and share with your colleagues. Take
proactive steps to implement one or more of the recommendations.
Faith & Diversity
Improve the quality of spiritual care across settings by reducing variations in the
quality of care, particularly for traditionally under-served and marginalized
populations.

Have clergy and faith communities help their members become more health care
literate and invite discussion and dialogue about how their faith, beliefs, and values
inform their health care choices.

Credential clinicians and other health care professionals caring for persons with
advanced illness based on their demonstrated ability to provide compassionate, high
quality, whole person centered care, and to attend to the physical, psycho-social,
and spiritual domains of care.
Policy & Advocacy
Identify policy barriers to fundamental system change leading to
more person-centered, comprehensive, team-based approaches to
caring for Americans with advanced illness and lay out a roadmap to
reform with legislative and regulatory remedies to overcome those
barriers

Design a targeted public engagement and advocacy campaign using
identified networks and working with messaging experts on
communication to create a grassroots and grasstops movement for
change
Policy & Advocacy
Action Steps from the Perspectives from the U.S. Senate: Achieving
High-Quality Advanced Illness Care for Our Seniors Panel:

•Developing a Brand/Common Terminology
•Supporting CMMI Innovation Challenge Awards/Pilots
•Partnering with Faith Leaders
Stay Engaged With C-TAC
For more information on joining C-TAC and participating in any
of our workgroups please visit: www.thectac.org or email
ctac@advancedcarecoalition.org.

Keep up with C-TAC on Twitter at: @CTACorg
2013 National Summit on
  Advanced Illness Care
 A Roadmap for Transformation

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2013 National Summit on Advanced Illness Care

  • 1. 2013 National Summit on Advanced Illness Care A Roadmap for Transformation @CTACorg
  • 2. Stay Engaged throughout the Summit on Twitter @CTACorg #CTAC2013
  • 3. Welcome & Keynote Address Judith A. Salerno, M.D., M.S., Institute of Medicine
  • 4. Master of Ceremonies Lisa Stark, ABC News
  • 5. Care Journey: Personal Reflections on Advanced Care Moderators Richard Address, Congregation M’Kor Shalom Tyrone Pitts, Progressive National Baptist Convention Panelists Amanda Bennett, Bloomberg News Nancy Brown, American Heart Association Suzanne Mintz, Caregiver Action Network Susan Reinhard, AARP Don Schumacher, National Hospice and Palliative Care Organization (NHPCO) Closing Remarks Brad Stuart, M.D., Sutter Care at Home
  • 6. Care Journey Patient & Family Videos
  • 7.
  • 8.
  • 9. Care Journey: Personal Reflections on Advanced Care Moderators Richard Address, Congregation M’Kor Shalom Tyrone Pitts, Progressive National Baptist Convention Panelists Amanda Bennett, Bloomberg News Nancy Brown, American Heart Association Suzanne Mintz, Caregiver Action Network Susan Reinhard, AARP Don Schumacher, National Hospice and Palliative Care Organization (NHPCO) Closing Remarks Brad Stuart, M.D., Sutter Care at Home
  • 10. 65 Million Family Caregivers Typical Family Caregiver 1/3 are Higher Burden • 49 year old woman • Approx 40 hours of • Cares for a parent who care per week or more doesn’t live with her • Lives with Loved One • Provides approx 20 • Provides significant hours of care per week help both medical and • For about 5 years non medical • Can provide care for 10 years or more
  • 11. Caregivers Vs. Non-Caregivers • Spend $5,531 more on medical expenses, supplies, etc. • More likely to • go part-time • turn down promotions • give up employment • Over $300,000 in lost income, pensions, SSI • Higher incidence of depression and chronic disease
  • 12. Poverty, Race, Ethnicity Impact on Health • Lack of Access and Poorer Outcomes Compared to Whites · Those in poverty 80% · Latinos 60% · Blacks and AI/ANs 40%
  • 13. 2013 National Summit on Advanced Illness Care A Roadmap for Transformation
  • 14. Assessing the Benefits and Costs of Transforming Care Moderator Mark McClellan, Brookings Institution Panelists Jeff Burnich, M.D., Sutter Medical Network Gail Hunt, National Alliance for Caregiving Randall S. Krakauer, M.D., Aetna Diane E. Meier, M.D., Center to Advance Palliative Care Dan Mendelson, Avalere Health
  • 15. Aetna Compassionate Care Trained, experienced case Impact managers provide:  Case Management Education, support and resources for the member and their Favorable impact aligning family/caregivers  Pain and symptom management – ensure patient goals with outcomes member has access to effective pain management and ongoing evaluation  82% of engaged decedents  Facilitation of informed care decision choose hospice1 making – allowing the member/family to actively plan with the case manager and  82% reduction in acute their medical team what their wishes are inpatient days2 for continued care  Review what they understand their  77% reduction in ER visits2 prognosis to be – Concerns about the path  86% reduction in ICU days2 ahead;  making decisions when/if they are unable  Improved quality of life  Planning how to spend their time as options become limited for Aetna members and  Review potential trade-offs that may arise over time their families  Address spiritual and cultural needs as appropriate 15
  • 16. Member Engagement: the Roots of Impact •Wife stated member passed away with Hospice. Much emotional support given to spouse. She talked about what a wonderful life they had together, their children, all of the people's lives that he touched - they were married 49 years last Thursday and each year he would give her a piece of jewelry. On Tuesday when she walked into his room he had a gift and card laying on his chest, a beautiful ring that he had their daughter purchase. She was happy he gave it to her on Tuesday - on Thursday he was not alert. She stated through his business he touched many peoples lives, and they all somehow knew he was sick, and he has received many flowers, meals, fruit, cakes - she stated her lawn had become overgrown and the landscaper came and cleaned up the entire property, planted over 50 mums, placed cornstalks and pumpkins all around. She said she is so grateful for the outpouring of love. Also stated that Hospice was wonderful, as well as everyone at the doctors office, and everyone here at Aetna. {She tells all of her friends that "when you are part of Aetna, you have a lifeline.”} Encouraged her to call CM with any issues or concerns. Closed to Case Management. Compassionate Care 16
  • 17. Barriers and Solutions • Inability to Identify cases • ID Algorithm, work with physicians to ID cases • Members with Advanced • Case manager initiates Illness are not engaged in outreach after verifying support in a timely manner case with physician • Insufficient communication between case managers • Case managers embedded and physicians and staff in medical offices • Hospice eligibility criteria • Liberalize Hospice entry represent unnecessary criteria – concurrent care barrier and 12 month course
  • 18. Using Patient Flow Data to Manage Risk, Enhance Patient Outcomes, and Improve Financial Performance / Dan Mendelson February 2013 Avalere Health LLC | The intersection of business strategy and public policy
  • 19. Breaking the Readmission Cycle / Improving Care Coordination Across Continuum of Care Lack of communication, medication management, patient preparation, and follow-up care Sick Hospital Rehabilitation & Home Patient Nursing Facilities Health status deteriorates / Patient readmitted Success in coordinating care and allocating revenue will demand new affiliations and new capital investment strategies © Avalere Health LLC Page 19
  • 20. Patient Flow Patterns / Where Do Patients Go After Hospital Discharge? Medicare LTACH IRF SNF HHA Home Other 1% 3% 18% 9% 55% 14% Transition Emergency Department Readmissions (19%) (17%) What happens to a patient during the post-discharge period is very important / 19% of patients go to the emergency department, and an additional 17% are readmitted for care that could have been provided in less intensive settings, including home PAC: Post-Acute Care; LTACH: Long-Term Acute Care Hospital; IRF: Inpatient Rehabilitation Facility; SNF: Skilled Nursing Facility; ALF: Assisted Living Facility; HH: Home Health *The remaining 14% of Medicare patients discharged from hospitals either are discharged to other (e.g., another inpatient hospital) or die. © Avalere Health LLC Source: Avalere analysis of 2009 Medicare 100 Percent Standard Analytic File (SAF) claims data base from the Centers for Medicare and Page 20 Medicaid Services (CMS). Beneficiaries may be counted more than once because they may have multiple hospital admissions during 2009.
  • 21. Readmissions / National Readmission Rates for Common Conditions Additional Avalere Conditions Diabetes Alzheimer’s Cancer Stroke Heart Disease Major Joint CKD Pneumonia* Endocrine Vent Care Infectious Disease Pulmonary Spinal Fusion Back Problems Neurology CMS HRRP Conditions MedPAC Select Conditions GI Disorders Source: Avalere Vantage CPS (Medicare SAFs 2010) The Avalere Pneumonia measure includes a broader set of pneumonia cases (pneumonia secondary to another © Avalere Health LLC condition and pneumonia-like conditions) than the CMS PN measure Page 21
  • 22. Readmissions for AMI / Across Patients’ Next Site of Care Readmission rates differ significantly based on the next site of care— Risk adjustment is key for understanding differences in readmission rates Source: Avalere Vantage CPS (Medicare SAFs 2010) © Avalere Health LLC Page 22
  • 23. Patient Flow Patterns / Henry Ford Hospital’s Current Local Market Referral Network Composite Rating 89% Henry Ford Hospital - Macomb-IRF St. John Home Care 20.7% 19.4% (HHA) 21.1% 2.0% CVS Caremark Henry Ford Hospital- MinuteClinic/ Macomb HFHS Clinical RA-RR = 20.0% Michigan Area Affiliation Agency on Aging 1B 23.9% (CMMI CCTP) 22.8% 33.2% 7.2% Shelby Nursing Center Medilodge of Sterling Hts. (SNF) (SNF) Source: Data powered by Vantage CPS; Medicare Nursing Home Compare (NH) and Medicare Home Health (HH) Compare Note: These readmission rates have not been risk-adjusted © Avalere Health LLC Represent Overall Star Rating based on NH Compare and HH Compare Page 23 Composite Rating calculated based on 5 select HH Compare measures (i.e., patient education, falls risk, HF symptoms, pressure ulcers, wounds)
  • 24. Patient Flow Patterns / Henry Ford Hospital’s Recommended Local Market Referral Network St. John Home Care (HHA) HFH-M- IRF 20.7% 19.4% Bay Nursing Inc. 21.1% 2.0% 16.8% (HHA) 7.0% Composite Rating 99.4% CVS Caremark MinuteClinic/ HFHS Clinical Henry Ford Hospital- Affiliation 3.8% Macomb RA-RR < 20.0% 14.6% 23.9% 7.2% 22.8% Henry Ford Cont. Care Ctr. (SNF) 33.2% Michigan Area Agency on Aging 1B (CMMI CCTP) Shelby Nursing Center (SNF) Medilodge of Sterling Hts. (SNF) Source: Data powered by Vantage CPS; Medicare Nursing Home Compare (NH) and Medicare Home Health (HH) Compare Note: These readmission rates have not been risk-adjusted © Avalere Health LLC Represent Overall Star Rating based on NH Compare and HH Compare Page 24 Composite Rating calculated based on 5 select HH Compare measures (i.e., patient education, falls risk, HF symptoms, pressure ulcers, wounds)
  • 25. Patient Flow Analysis and Data Analytics / Focus in Transitional / FFS Environments Identify hospitals with high readmission rates Identify patients with high-risk of readmission Manage Risk or ED utilization Understanding performance on activities that affect payment Reduce readmissions Reduce ED utilization Enhance Patient Increase physician visits Outcomes Improve medication adherence Improve patient and caregiver satisfaction Reduce readmissions, ED visits, and other expensive inpatient care Improve Financial Substitute to higher quality/ cost-effective Performance PAC/ LTC settings Reduce per capita cost © Avalere Health LLC Page 25
  • 26. 2013 National Summit on Advanced Illness Care A Roadmap for Transformation
  • 27. Having Your Own Say Jeff Thompson, MD Chief Executive Officer
  • 28. About us... Delivery System •Integrated – Approximately 6,300 Total Employees – 768 providers employed / 484 medical staff – 51 clinic locations – 325-bed Tertiary Medical Center •Western Campus of the University of Wisconsin Medical & Nursing School •Gundersen Lutheran Medical Foundation •Residency and Medical Education Programs •Research Program •Many affiliate organizations including EMS air and ground ambulance service, rural hospitals, nursing homes, hospice, etc. •$866.2 million Operating Budget •Physician-led organization •Strong Administrative/Medical partnership
  • 29. cialgaT Strategic Plan 2012- 2016 Mission: We will distinguish ourselves Our Purpose is to bring health and well-being to our patients through excellence in patient care, education, and communities. research and improved health in the communities we serve. Vision: We will be a Health System of excellence, nationally recognized for improving the health and well-being of our patients, families, and their communities. Commitment: We will deliver high quality care because lives depend on it, service as though the patient were a loved one, and relentless improvement because our future depends on it. Values: integrity — Perform with honesty, responsibility and transparency. Excellence — Measure and achieve excellence in all aspects of delivering healthcare. Respect — Treat patients, families, and coworkers with dignity. Innovation — Embrace change and contribute new ideas. Compassion — Provide compassionate care to patients and families. Superior Outstanding Great Place Affordability Growth Quality Patient Create a Culture Make our care more Achieve Growth that embraces a Affordable to our that supports our and Safety Experience passion for caring patients, employers, mission and other Demonstrate Create an and a spirit of and superior outstanding i-nrrtrniirsifti key strategies ou Liu LAU! Ly uusi.up Quality & Safety Experience improvemen through the eyes for patients t of the patients & and families caregivers
  • 30. “We all die. A fundamental question is do we want to have a say in how we live?” Jeff Thompson, MD Having Your Own Say Getting the Right Care When It Matters Most Gundersen Health System 4
  • 31. “In most respects, the patient were like those found in any ICU...yet these patients were completely different. ” “None had terminal disease, none battled metastatic cancer, or had untreatable heart failure or dementia. ” Atul Gawande, The New Yorker, August 2, 2010 5
  • 32. “But in La Crosse, the system means that people are far more likely to have talked about what they want and what they don ’t want before they and their relatives find themselves in the throes of crisis and fear. When wishes aren ’t clear, families have also become much more receptive to having the discussion. ” By Atul Gawande, The New Yorker, August 2, 2010 6
  • 33. “Discussion had brought La Crosse’s end-of-life costs down to just over half the national average. It was that simple – and that complicated.” Atul Gawande, The New Yorker, August 2, 2010 7
  • 34. Patient and Family Evaluation Hospital Satisfaction 90th percentile th Clinic Satisfaction 90 percentile Gundersen Medicare 5 Star 75% Market Share Advantage Program
  • 35. Our Plan... •Advanced planning •Integrated delivery system •Available health record •Community collaboration •Not for profit mission 9
  • 36. Four Key Elements in Designing an Effective ACP Program #1 Systems Design #2 ACP Facilitation Skills Training #3Community Education and Engagement #4 Continuous Quality Improvement
  • 37. La Crosse Compared to National Averages 100 90 80 70 60 50 40 La 30 Crosse 20 Nationall 10 y 0 % of severely or % of physicians Consistency terminally ill patient who between are aware of the known care plan with an advance advance care plan and care treatment provided J Am Geriatr Soc 2010;58:1249– plan 11 1255.
  • 38. Australian Study Cont ’ Outcomes when Subjects Died Intervention Control P value n (%) 29 (19) 27 (17) 0.75 Age median, (IQR) 85 (84-89) 84(81-87) 0.06 Sex, male n (%) 17 (59) 13 (48) 0.43 Patients completed ACP 25 (86) 0 (0) <0.001 Wishes known and followed 25 (86) 8 (30) <0.001 Wishes unknown 3 (10) 17 (63) <0.001 Effect on family 5 (2-5.5) 15 (5-21) <0.001 Impact of Event Score: median Effect on family 0 (0-1.5) 5 (0-9) <0.001 Hospital Depression Scale BMJ 2010;340:c1345
  • 39. Value of Advanced Care Planning •Value of respecting or honoring a patient’s values and goals •Avoiding treatments the patient considers burdensome, thus avoiding unnecessary suffering and indignity •Being better able to provide care where the person would want it •Diminishing or eliminating the moral distress and its lasting effects experienced by family or medical staff members who must make healthcare decisions when they do not know what the patient would want 13
  • 40. How do we make integrated healthcare really work? Preserving your health Heavy investment in primary care, disease management and rehabilitation Multiple layers of connectivity Electronic Health Record, Best Practice Protocols, Shared Education Program Electronic fetal monitoring sites, ER Telemedicine real-time hookup Focus on saving lives and preserving function •Extended TEC/Continuum of care •The critical care hospital of the future
  • 41. 15
  • 42. Our Care Coordination Plan •Nurses and Social Workers collaborating with multiple providers, and between patients and families to coordinate services and resources across continuum of health care to assist patients in reaching their optimal health. •The Care Coordination Program works with patients of all ages and is a service provided at no cost to patients. 16
  • 43. Care Coordination Program Out- We take care of Patient Managemen FFS patients the same t as those for whom we are at financial risk Average caseload is 1,200 patients
  • 44. lee "To heal the patient, heal the system." Brad Stuart, MD, CMO Sutter Care at Home GUNDERSEN HEALTH SYSIFEM
  • 45. Electronic Health Record Connectivity Pigagn Fans Wirohrli hndoporrionco • 14 Bleak Moor •Ai Fors s Arcade • Bilk Gales...111e „ 6-1 Rocneder Winona men 6.060 s Einnelaskasaiere TOrnah P Comp • Elroy MN 4 priusion 0 Lo CIV9St iardtsin H11111deeia. spnnp — Wonewac Greve Viroqua F, 61 Forgo Harmony ID WOO t Soldiers Grove, 0,9Cresco Richland Carder 1)Lone 4 Rork daleriar grilauktid Decorah Pausroda CO? Do-scabs.' COsslan IA MadISOil S S Prairie Ora Chien Frro,lowo hoc Grego WI Wes! Union a toncorlor rifints* • GUNDERSEN HEALTH SYSTEM
  • 46. Having Your Say Owner Get .Edited by BERNARD J. HAMMES, PHD UNDERSEN HEALTH SYSTEM ting FIrit,WORD ax TOM HOUTSOUMPA.S..mou-rry-. a, MDME CPNTERFOLL ONO the GUNDERSEN HEALTH SYSIEM
  • 47. i "We all die. A fundamental question is do we want to have a say in how we live?" Jeff Thompson, MD GUNDERS HEALTH EN SYSTEM
  • 48. Jeff Thompson, MD Chief Executive Officer www.gundluth.org
  • 50. National Recognition System-Wide Recognition •Top 100 Hospitals Five Year Performance Improvement Leader – Thomson Reuters •HealthGrades Distinguished Hospital Award for Clinical Excellence – Places Gundersen Lutheran in the top 5% of hospitals in the nation 6 times •Top 100 Hospital – Thomson Reuters •Top 100 Integrated Healthcare Network – Verispan •2009 Dartmouth/IHI/Brookings – Best value of 309 Medicare regions •2009 Commonwealth Fund Top Integrated Systems in U.S. •2010 Delta Group – Ranked # 1 of 118 academic centers •2011 Top 1% in HealthGrades outcomes
  • 51. Cost of Care in the Last Two Years of Life Hospital Days/Patient Total Cost of Care/Patient Hospital in Last 2 Years of Life During Last 2 Years of Life Gundersen Lutheran 13.5 $18,359 Marshfield/St. Josephs 20.6 $23,249 University of Wisconsin 19.7 $28,827 Cleveland Clinic 23.9 $31,252 Mayo Clinic 21.3 $31,816 UCLA 31.3 $58,557 University of Miami Hospital & Clinics 39.3 $63,821 New York University Medical Center 54.3 $65,660 * Based on 2007 Dartmouth Atlas Study Methodology. The Dartmouth Atlas methodology examines hospital inpatient care for the last two years of a Medicare patient ’s life.
  • 52. Stages of Advance Care Planning Over the Life Time of Adults First Steps Next Steps Last Steps ACP: Create POAHC and consider ACP: Determine what ACP: Establish specifi a when a serious neurological injury goals of treatment should plan of care c would change goals of treatment. be followed if expressed in medical complications result in orders using the POLST “bad” outcomes. paradigm. Healthy adults between ages 55 and 65. Adults with progressive, Adults whom it would not life-limiting illness, suffering be a surprise if they died in frequent complications the next 12 months.
  • 53. POLST Physician Order for Life Sustaining Treatment 27
  • 54. Lessons for Healthcare Systems •Almost all patients and families are willing to consider and talk about future medical decisions IF they see how this effort will improve their own treatment....we must be able to explain the benefits of the effort of having the conversation to the patient/family. •A standardized, patient-center, staged approach to these advance care planning conversations is crucial (rather than a legalistic approach). •An organized system of work flows, processes, and EMR is needed in all health care settings. The effort of ACP must be built into the routine of care and shown that it improves patient outcomes. 28
  • 55. Lessons for Healthcare Systems •To be successful with ACP requires the understanding, support, and involvement of the whole community and the other institutions that hold the community together: religious; business; government; schools; service groups. •In order to actually honor the preferences and goals of patients/families at the end of life, we need a delivery system that is more versatile that can be individualized to the patient ’s goals and health condition. 29
  • 56. Lessons for Healthcare Systems •The health organizations need to develop the “capacity” to assist patients with ACP and to honor plans before any public engagement. •Health organization should involve leaders from other organizations/institutions relatively early in this work and get these leaders on board. •Perhaps two years into the effort, the public at large need to be engaged about the value of this work for them knowing that all major institutions/leaders are supportive. 30
  • 57. Lessons for Healthcare Systems •This approach not only insulates health organizations from negative attacks, but can create a more positive image of health care. •The evidence shows that families who face complex, moral/medical decisions are better prepared with effective advance care planning and deal with grief in a healthier way (fewer complications). One might assume that this leads to not only positive feelings toward the health organization who provide end of life care, but also to fewer missed days at work. 31
  • 58. Definition: Advance Directive (AD) •A plan, made by a capable person or their surrogate, for future medical care regarding treatments or goals of care for a possible or probable event. •This plan could be expressed: •Orally or in writing •If written, it could be in strict accord with specific state statutes or simply a documentation of the plan, e.g., a physician’s note.
  • 59. Definition: Advance Care Planning (ACP) A process of planning for future medical decisions. This process, to be effective, needs to meet similar standards as the process of informed consent, i.e., the person planning needs to... – Understand selected possible future situations and choices; – Reason and reflect about what is best; and – Discuss these choices and plans with those who might need to carry out the plan
  • 60. Relationship of ACP to ADs ADs are only as good as the process of planning: •If the person planning does not understand, reflect on, or discuss their choices/options adequately, the plan has a high probability of failure. •ADs success is directly tied to the quality of the planning process or ACP.
  • 61. Family Member... “I just want to thank you again for helping my Dad. The meeting was just what we needed. It would have been difficult to broach those subjects without you there to facilitate. I think his mind was put to ease by getting everything out in the open and it led to some very productive and loving conversations later in the day. ” 35
  • 62. Participating Organizations •AARP •Aetna •Amedisy s •Center to Advance Palliative Care •Coalition to Transform Advanced Care (C-TAC) •Dartmouth Institute for Health Policy and Clinical Practice •Gundersen Health System •Honoring Choices Minnesota •National Palliative Care Research Center •Respecting Patient Choices, Australia •Sutter Health/Sutter Care at Home 36
  • 63. C TAC’s Four Key Areas of Focus •Do what works: promote best practice care delivery (the models that work in clinical and community settings) to ensure high-quality, coordinated advanced illness care, across all settings; •Empower the public: help people to understand and make informed choices for themselves and their families and to call for change in care delivery and in policies; •Educate health professionals: to better serve patients andfamilies/caregivers so people know their options, make informed choices, get the care they need, and avoid procedures they want don’t ; Create policy change: develop and advocate for federal and • state legislative, regulatory, judicial, and administrative initiatives, and for also private policies, to improve care for those with advanced illness. 37
  • 64. “La Crosse is Unique” Not so... Minneapolis-St. Paul, Medical Society, Allina, Health East, Park Nicollet Honoring Choices Minnesota 38
  • 65. HCM Engagement In the Community •To Demystify...taboo issues related to the death dying processes in the 21 st Century; and •To Inspire...Minnesotans to imagine becoming more involved in the end-of-life care decision- making process; •To Model...ways in which families can discuss embrace end-of-life care and planning; •To Support...families with an online “toolkit” of video and text tools; and •To Prepare...caregivers and families alike to certain that family choices are always make honored. 39
  • 66. Australian Experience Same Model Same Outcomes as U.S. GUNDERSEN HEALTH SYSTEM
  • 67. British Medical Journal, March 2010 “Systematized model of advance care planning, following the principles established by Respecting Choices; could significantly improve ” •Patient and family satisfaction regarding care •Improve the knowledge of and respect for patients’ end-of-life wishes •Contribute to the quality of the end-of-life care •Reduce the incidence of clinically significant anxiety, depression and post-traumatic stress disorder in the surviving relatives of deceased patients 41
  • 68. Advanced Directives/POLST Care Coordination Palliative Care Advanced Disease Coordination 42
  • 69. The Washington Context: Policy Opportunities to Improve Advanced Illness Care Moderator Bruce Chernof, The SCAN Foundation Panelists Hanns Kuttner, The Hudson Institute Chris Jennings, Jennings Policy Strategies Senator Blanche Lincoln (D-AR), Alston & Bird Len Nichols, George Mason University
  • 70. Perspectives From the U.S. Senate: Achieving High Quality Advanced Illness Care for Our Seniors Moderator Susan Dentzer, Health Affairs   Panelists U.S. Senator Johnny Isakson (R-GA) U.S. Senator Ron Johnson (R-WI) U.S. Senator Mark Warner (D-VA) U.S. Senator Sheldon Whitehouse (D-RI)
  • 71. Closing Remarks Leonard D. Schaeffer, University of Southern California
  • 72. 2013 National Summit on Advanced Illness Care A Roadmap for Transformation
  • 73. Keynote Address Speaker Kathy Greenlee, Assistant Secretary for Aging, and Administrator, Administration for Community Living, U.S. Department of Health and Human Services
  • 74. Empowering the Public to Make Informed Decisions and Plans Moderator Alexandra Drane, Eliza Corporation Opening Speaker Kent Wilson, M.D., Honoring Choices Minnesota Panelists Amy Berman, The John A. Hartford Foundation Lindsay Hunt, Institute for Healthcare Improvement/The Conversation Project Peg Chemberlin, National Council of Churches Terry Clark, UnitedHealth Bill Hanley, Twin Cities Public Television (TPT)
  • 75. “Honoring Choices MN” Twin Cities Medical Society & Twin Cities Public Television
  • 76. “Honoring Choices MN” What We Set Out to Do … •Change Societal Attitudes - Needed to be simple •Family Conversations –No Documents Required
  • 77. “Honoring Choices MN” What We Needed… •Broad Public Awareness: - 6 Full Docs, PSA’s, Web, Social Media, Newspapers •Human Story-Telling: Authenticity, Humor •Diversity: Faith, Culture, Identity •Direct Engagement: Listening Sessions, Ambassadors •Long-Term Commitment: Seven (7) Full Years
  • 78. “Honoring Choices MN” How We Approached It … •TCMS Laid Groundwork: with Medical Colleagues •Public TV: Asked to Design, Plan, Budget •Partnership: Shared Costs, Control, Copyright, Fund-raising •Plan, Revise, Go Again •Corporate “Lead”: CEO, Health Partners •Enlist other Media: TV, Radio, Newspapers, Social Media
  • 79. “Honoring Choices MN” Progress to Date … •Broadcasts (Docs & Spots): 700+ •Web Usage: 22,000 Videos •Comm. Engagement: 38 Ambassadors, 100 Trainings •2011-12: Viewed as “Broadly Effective” •2013-17: Public TV will Continue to Broadcast
  • 80. “Honoring Choices MN” Twin Cities Medical Society & Twin Cities Public Television
  • 81. Empowering the Public to Make Informed Decisions and Plans Mario's Story
  • 82.
  • 83.
  • 84. Catalyst, convener, coordinator Twin Cities Medical Society Physician membership organization Representing over 5,000 physicians Our Focus 2008-2010 --St. Paul/Minneapolis; 2.7 million 2010-present—statewide – 5 million
  • 85. Mission To promote the benefits and implement processes and methods of advance care planning to the community at large
  • 86. Timeline +
  • 87. Impact 1. 26 hospitals/health care systems 2. 600 community based partners 3. 45 volunteer Ambassadors trained; hundreds of presentations given 4. Nearly 1,000 Facilitators trained to have discussions with individuals and families; 50 Instructors 5. Documentaries air 90+ times; PSAs over 900 times 6. 15,700 health care directives downloaded in the last 18 months.
  • 88. Lessons learned Collaboration is essential Local oversight and governance is necessary Community wants to be engaged in this work Broad based public engagement tactics are needed
  • 89. Contact Information Kent Wilson, MD Sue Schettle Medical Director Chief Executive Officer Honoring Choices MN Twin Cities Medical Society tcms@metrodoctors.com sschettle@metrodoctors.com 612-362-3704 612 -362-3799
  • 90. Working Together: Innovations in Inter-Professional Training Moderators David E. Longnecker, M.D., Association of American Medical Colleges Washington DC Cynda Rushton, PhD, RN, FAAN, Johns Hopkins University Panelists Patricia A. Grady, PhD, RN, FAAN, National Institute of Nursing Research Bud Hammes, Gundersen Health System Richard Payne, Duke Institute for Care at the End of Life Bob Wolf, Healthcare Chaplaincy
  • 91. Care Planning and Advanced Illness Management Bernard “Bud” Hammes, PhD Director of Medical Humanities Gundersen Health System La Crosse, WI www.respectingchoices.org
  • 92. Fragmentation of Care People with advanced illness suffer greatly because our current system is fragmented: 1.In space…from one setting to another we don’t share a common plan/approach; 2.Over time…we don’t keep in tune with individuals changing goals of care; 3.By protocol…we provide treatment approaches that are inflexible and at time either/or. Credit to Brad Stuart, MD.
  • 93. Correcting Fragmentation Requires: 1. A care model that puts the ill person at the center of the care model; and 2. A care team that can deliver this model through time and a cross settings of care in a way that meets the individual goals of each person.
  • 94. A new care model for those with advanced illness requires: • Care planning build into the routine of care • Care planning is achieved by well organized, effective conversations with individuals (and those close to them) and are updated over time • Care planning leads to clear plans • Care plans are always available to providers • Care plans are used thoughtfully when needed • The individual care plans can be met by a flexible care system where treatments provided are consistent with treatments desired
  • 95. Designing this new model requires 1. We change our approach to the process of care planning…we need a staged approach; 2. We need some fundamental redesign of the care system.
  • 96. Stages of Advance Care Planning Over the Life Time of Adults First Steps Next Steps Last Steps ACP: Create POAHC and consider when a ACP: Determine what goals ACP: Establish a specific serious, permanent neurological injury would of treatment should be plan of care expressed in change goals of treatment. followed if complications medical orders using the result in “bad” outcomes. POLST paradigm. Healthy adults between ages 55 and 65 or Adults with progressive, Adults whom it would not be a anyone younger with a serious illness life-limiting illness, suffering surprise if they died in the next frequent complications 12 months.
  • 97. We also need to… • Redesign specific workflows, roles, and tools in the health system; • Train health professionals to conduct the care planning conversations at each stage and to work as a team; • Provide community engagement; • Improve these new systems through continuous performance improvement.
  • 98. For more information about this approach go to: www.havingyourownsay.org.
  • 99. Integrating Spiritual Care to Transform Advanced Care Bob Wolf – HealthCare Chaplaincy
  • 100. Definition - Spiritual Care Interventions, individual or communal, that facilitate the ability to express the integration of the body, mind, and spirit to achieve wholeness, health, and a sense of connection to self, others, and[/or] a higher power. American Nurses Association, & Health Ministries Association. (2005). Faith and community nursing: Scope and standards of practice. Silver Spring, MD: American Nurses Association.
  • 101. Existential Questions: WHY??? • Every human being has a •WAS I BORN? spiritual dimension •MUST I DIE? • Every human being faces mortality •AM I HERE? • Mortality is challenging # © HealthCare Chaplaincy
  • 102. Faith: Letting Go – Moving On # © HealthCare Chaplaincy
  • 103. The NCP Guidelines Address Eight Domains of Care:  Structure and processes  Physical aspects  Psychological and psychiatric aspects  Social aspects  Spiritual, religious, and existential aspects  Cultural aspects  Imminent death  Ethical and legal aspects
  • 104. Existential Equanimity • A state of being that accepts mortality with equanimity – Drives decisions about care of serious and life-limiting illness • Compatible with attempts to cure or to exclusively pursue palliation – Drives relationships with loved ones • Determinant of grief and bereavement course among family 104 © HealthCare Chaplaincy
  • 105. Spiritual Support & Cancer In a large study of advanced cancer patients:  88% said religion was at least somewhat important  72% said their spiritual needs were minimally or not at all supported by the medical system  42% said their spiritual needs were minimally or not at all supported by their faith community.  Spiritual support was highly associated with QOL. (P=.0003) Balboni, et al. (2007). Religiousness and Spiritual Support Among Advanced Cancer Patients and Associations with End-of-Life Treatment Preferences and Quality of Life. Journal of Clinical Oncology, 25(5), 555-560.
  • 106. Bill Gates: My Plan to Fix The World's Biggest Problems: From the fight against polio to fixing education, what's missing is often good measurement and a commitment to follow the data. Wall Street Journal – Saturday January 26th 2013 106 © HealthCare Chaplaincy
  • 107. Spiritual Screening  Is religion/spirituality important to you as you cope with your illness?  How much strength/comfort do you get from your religion/spirituality right now?  Has there ever been a time when religion/spirituality was important to you? Fitchett, G and Risk, J. L. (2009). Screening for spiritual struggle. Journal of Pastoral Care and Counseling, 62 (1, 2), 1-11
  • 108. Spiritual History F Do you have a spiritual belief? Faith? Do you have spiritual beliefs that help you cope with stress/what you are going through/ in hard times? What gives your life meaning? I Are these beliefs important to you? How do they influence you in how you care for yourself? C Are you part of a spiritual or religious community? A How would you like your healthcare provider to address these issues with you? © C.Puchalski
  • 109. Cicely Saunder’s implied postulate? The spiritual life provides an integrative function, working through attribution of meaning to connect our existence to the grand narrative of existence. physical spiritual social psychological DAME CICELY SAUNDERS, OM, DBE, FRCP, FRCN FOUNDER AND PRESIDENT ST CHRISTOPHER’S HOSPICE 22 June 1918 - 14 July 2005
  • 110. Train Chaplains Spiritual Needs/Assessme TEAM Research literate Goals of Care Palliative nt Competencies Train Doctors and Nurses 110 © HealthCare Chaplaincy
  • 111. What Gets in the Way: “I’m all for progress. It’s change I object to.” -Mark Twain
  • 112. 2013 National Summit on Advanced Illness Care A Roadmap for Transformation
  • 113. Identifying and Replicating Best Practices in Clinical and Community Models Moderator Tom Smith, Johns Hopkins University Panelists Eric Anderson, Allina Health System Bill Borne, Amedisys Malene Davis, Hospice Innovations Group Dan Johnson, Kaiser Permanente
  • 114. LifeCourse “As I live well with serious illness, I am in charge. You listen to me, help me, guide me, honor me, and support me as a person.” 1. Ongoing, personal relationship with a non-clinical Care Guide 2. Interdisciplinary Team to address all domains of palliative care and coordinate across care settings and care partners 3. A complement to existing services and to the existing strengths and assets of the individual and caregivers Center for Healthcare 114 Research & Innovation
  • 115. Health Care @ Home Inflection Disruption Early Adoption Facilities The community-based delivery model is standardized. The interface differs Advanced Care according to the anchor Management in the community.
  • 116. Kaiser Permanente • Integrated health system, 8 regions + D.O.C. • Advanced illness care grounded in 3 RCTs • Strategies: INVEST, EDUCATE, and INTEGRATE • Access to specialty-trained palliative support across inpatient, home, clinic and NH settings • Systematic approaches to care planning (e.g., Respecting Choices) • Moving away from “referral-only” models; imbedding specialty support in high risk settings • Developing complex medical homes for most seriously ill
  • 117. The Innovations Group • What is the Innovations Group? • Additional examples of care coordination. • Hospice as a foundational model of community-based interdisciplinary care. • Advanced Illness---The Next Generation!
  • 118. The Innovations Group • Hope HealthCare Services • Capital Caring • Valley Hospice • The Elizabeth Hospice • Hospice of the Bluegrass • Covenant Hospice • Four Seasons • Hosparus • Hospice of Michigan • Suncoast Hospice • Chapters Health System • Midwest Palliative & • Hospice of Palm Beach Hospice CareCenter County • HopeHealth • Nathan Adelson Hospice • The Denver Hospice • Home & Hospice Care of • Hospice of Chattanooga Rhode Island • Hospice & Palliative Care of • Sutter Care at Home Western Colorado * The NHWG CEO participates as an invited member and an advisor
  • 119. The Innovations Group Hospices Leverage Core Competencies for Advanced Illness
  • 120. COMPREHENSIVE COORDINATED ADVANCED ILLNESS CARE H o s p i c e Interventions with Curative Capacity* Disease Modifying Interventions* Bereavement Palliative Interventions Consumer Education, “Coaching”, Empowerment Prognosis of Diagnosis of a Death foreseeable limited serious or chronic life expectancy or condition end-stage disease LTC = Long Term Care * until no longer meeting medically specified outcomes o Adapted from: Fine PG, Davis M. Fine PG, Davis M: 2006. Hospice: comprehensive care at the end of life. Anesthesiol Clin;24(1):181-204.
  • 121.
  • 122. There are opportunities to improve our practice on hospice referrals
  • 123. The benefits are straightforward…better care, and people who use hospice for even one day live longer. Connor SR, et al. J Pain Symptom Manage. 2007 Mar;33(3):238-46.
  • 124. We miss opportunities to recognize hospice eligible patients, they are readmitted, and cost more. U of Iowa Hospitals. •688 in-hospital deaths •209 decedents had preceding admission •60% of decedents were eligible for hospice on the penultimate admission, based on NHPCO, National Hospice and Palliative Care Organization worksheets. -Only 14% had any discussion of hospice, despite being eligible; 14 of 17 enrolled, all from ONE service Freund K, et al. J Hosp Med. 2012 Mar;7(3):218-23. doi: 10.1002/jhm.975. Epub 2011 Nov 15.
  • 125. We miss opportunities to recognize hospice-eligible patients, they are readmitted, and cost more. Table: Comparison of Cost and Length of Stay Between Patients Enrolled and Not Enrolled in Hospice During a Terminal Hospital Admission Enrolled in hospice before last Not enrolled in hospice, all admission n = 7/14 diagnoses, n = 202/209 Cost Mean $4963 $52 219 Median $3690 $23 322 Standard $3250 $85 101 deviation Standard 4.47 25.05 deviation Palliative Care Consultation YES, $41,859 NO, $58,386 P<0.04 Freund K, et al. J Hosp Med. 2012 Mar;7(3):218-23. doi: 10.1002/jhm.975. Epub 2011 Nov 15. Weckmann MT, et al. Am J Hosp Palliat Care. 2012 Sep 5.
  • 126. People who use hospice are re-admitted less often, use less medical resources, and get better care. Table 2. Readmission Rate by Post-discharge Medical Service Use Post-discharge medical services Ratio of readmissions Percent Hospice 11/240 4.6 Home-based palliative care 5/60 8.3 Home health 2/15 13.3 Nursing facility 14/58 24.1 Home no care 9/35 25.7 Enguidanos S, Vesper E, Lorenz K. 30-Day Readmissions among Seriously Ill Older Adults. J Palliat Med. 2012 Dec;15(12):1356-61. doi: 10.1089/jpm.2012.0259. Epub 2012 Oct 9. Hospice saves Medicare $2309 per decedent, and the longer the hospice Length of stay, the bigger the savings. Taylor DH Jr, Ostermann J, Van Houtven CH, Tulsky JA, Steinhauser K. What length of hospice use maximizes reduction in medical expenditures near death in the US Medicare program? Soc Sci Med. 2007 Oct;65(7):1466-78. Epub 2007 Jun 27. Better care, consistent with what people would choose. Smith TJ, Schnipper LJ. The American Society of Clinical Oncology program to improve end-of- life care. J Palliat Med. 1998 Fall;1(3):221-30.
  • 127. Hospice eligibility is straightforward – take out your smart phones and Ap this! • The SURPRISE QUESTION: “Would you be surprised if this person were to die in the next 6 months?” • Failure to thrive: BMI < 22, involuntary weight loss • CHF NYHA Class IV, EF < 20% • COPD: hypoxemia at rest, FEV1 < 30% • Dementia < 6 words • Liver disease: INR > 1.5, albumin < 2.5 • Cancer – much easier. Salpeter et al. J Palliat Med. 2012 Feb;15(2):175-85. Prognoses < 6 months.
  • 128. Identifying hospice eligible patients makes a difference PC program
  • 129. How do we better integrate hospice into our care? • Have a “hospice information visit” when we think the person has 3-12 months to live. • Can’t hurt. OK to predict wrongly. • Can dramatically help • Makes us address difficult issues like “code status” • Informs family that the situation is serious and their loved one is dying (moves the angst upstream) • MOLST • Will, Living Will, DPMA, Life Review, Dignity therapy Smith TJ, Longo DL. Talking with patients about dying. N Engl J Med. 2012 Oct 25;367(17):1651-2. doi: 10.1056/NEJMe1211160.
  • 130. Barriers Opportunities •Provider Competition •Payer-Provider Collaboration •Challenges to System •Private Sector Leadership Integration •National Scale Pilots •Lack of Incentives •Common Metrics •New Training Needs •Comparative Data Analysis •Startup Costs •Payment Reform Advocacy •Reimbursement •Model Flexibility •Unique Local Issues
  • 131. Key Barriers and Solutions to Innovations in Advanced Illness Care & Management
  • 133. Breakout Session Moderators Randall S. Krakauer, M.D., Aetna Brad Stuart, M.D., Sutter Care at Home NAS 125
  • 134. Empowering Employers as Part of the Solution Moderator Brent Pawlecki, The Goodyear Tire and Rubber Company Panelists Ann Richardson Berkey, McKesson Corp. Neil Trautwein, National Retail Federation Jack Watters, Pfizer Pam Kalen, National Business Group on Health Kathy Brandt, National Hospice Palliative Care Organization
  • 135. Advanced Illness and Caregiving: A workforce challenge Brent Pawlecki, MD, MMM Chief Health Officer The Goodyear Tire & Rubber Company National Summit on Advanced Illness Care January 30, 2013
  • 136. The Goodyear Tire & Rubber Company • Goodyear is one of the world's leading tire companies. ○ Goodyear is the No. 1 tire maker in North America and Latin America. ○ Goodyear is Europe's second largest tire maker. ○ The world’s largest operator of commercial truck service and tire retreading centers. ○ Operates approximately 1,500 tire and auto service center outlets. • Founded in 1898 in Akron, Ohio. • 2011 annual sales of $22.8 billion. Consumer • Employs approximately 73,000 people around the world. • Operates 54 plants in 22 countries. • Blimps—our aerial ambassadors since 1925. ○ Goodyear operates three blimps in North America. 136
  • 137. Global Health Services • Building the Culture of Health – Health Benefits – Wellness Programs – Environment, Health and Safety – Emergency Preparedness Healthy, Engaged, Productive Employees 137
  • 138. Global Health Services Goal: Maximize the health and wellbeing of our associates, control benefits costs and improve productivity by:  Preventing illness.  When prevention is not possible, securing the right care at the right place at the right time.  When treatment is no longer possible, assuring that people have the tools available to support a dignified and respectful end of life. 好生活, 生活好选择 138
  • 139. Workforce Challenge—advanced illness Advanced Illness / End of Life • Americans living with advanced illness and their caregivers – Are not asked what care they want – Are not given the help to make good decisions about coordinated high quality care – Creates physical, emotional and financial hardships Coalition to Transform Advanced Care (C-TAC)
  • 140. Workforce Challenge—advanced illness Why it is an employer issue 1. Employees are caregivers – Demographic shifts • One in five will be 65 and older by 2030 • percentage of working age 18 - 64 declining – Caregiver duties • 7 to 10 million adults care for parents from distance • 25% of adults provide care to another adult • 64% of caregivers work full or part-time • 1 in 8 aged 40 – 60 care for both parent and child • roughly half were men
  • 141. Workforce Challenge—advanced illness Why it is an employer issue 1. Employees are caregivers – Productivity & financial impact (2006 MetLife) • $17.1 to 33.6 billion per year • Workday interruption at least one hour per week • 60% needed to attend to some crisis • 2.4 percent leave workforce entirely • Cost for full-time employed caregiver $2,110 • Uncaptured presenteeism costs
  • 142. Workforce Challenge—advanced illness Why it is an employer issue 1. Employees are caregivers – Unprepared • fewer than half of baby boomers have discussed their parents’ treatment wishes in the event of terminal illness • only 40% have discussed their parents’ will – Adverse health effects (2010 MetLife) • 8% increased health care expenses—13.4 billion/yr – Leaving workforce • Leave of absence (survey showed roughly 25% of caregivers considering and/or planning for it)
  • 143. Workforce Challenge—advanced illness Why it is an employer issue 2. Unexpected health crisis for employee or partner – 627,000 working age adults die each year – 2007, unintentional injuries caused 120,000 deaths and 26 million disabling injuries – Undocumented end of life issues • Treatment decision confusion • Emotional burden • Mounting medical and disability costs
  • 144. Workforce Challenge—advanced illness Why it is an employer issue 3. Childhood health issues – Parents / Grandparents as caregivers • Balance needs of other family members, household, jobs • Travel to specialty centers – Prematurity • One in eight in U.S., often with serious health conditions • First year medical costs 10 x greater for preterm vs. full-term – Currently, 2% deaths are in children • Heavy emotional toll
  • 145. Workforce Challenge—advanced illness Discussions: refocus Discussions about end of life occur . . . late, . . . too late, . . . or not at all.
  • 146. Workforce Challenge—advanced illness How to address • Recognize the issue on your human capital • Determine the impact on your workforce • Provide appropriate services – Encourage financial planning – Encourage wills – Encourage Advance Directives – EAP and counseling services • Review and revise policies as needed – Bereavement policies – Long-term care policies
  • 147. Workforce Challenge—advanced illness Resources • Caring Connections — http://caringinfo.org/employer • National Business Group on Health — www.businessgrouphealth.org • Coalition to Transform Advanced Care — http://advancedcarecoalition.org/ • Best-practice care delivery models • Empowering the public • Educating health professionals • Creating policy change • Publications • End of Life: A Workplace Issue. Health Affairs, 29, no.1 (2010): 141-146. • MetLife Mature Markets Institute — http://www.metlife.com/assets/cao/mmi/publications/studies/2010/ mmi-working-caregivers-employers-health-care-costs.pdf • The Caregiver Quandary — http://www.slideshare.net/pitneybowes/the-caregiverquandry- pitneyboweswhitepaper
  • 148. www.theconversationproject.org Brent Pawlecki, MD, MMM brent_pawlecki@goodyear.com
  • 149. Empowering Employers as Part of the Solution Moderator Brent Pawlecki, The Goodyear Tire and Rubber Company Panelists Ann Richardson Berkey, McKesson Corp. Neil Trautwein, National Retail Federation Jack Watters, Pfizer Pam Kalen, National Business Group on Health Kathy Brandt, National Hospice Palliative Care Organization
  • 150. Breakout Sessions Public Engagement – Board Room Professional Education – Lecture Room Clinical Models – NAS 125 Employer Solutions – NAS 120 Interfaith and Diversity – Members Room
  • 151. Impact of Advanced Illness On the Workplace What Employers Need to Know Pam Kalen National Business Group on Health This presentation was funded by the members of the National Business Group on Health and is for their exclusive use. To protect the proprietary and confidential information included in this material, it can only be shared, in either print or electronic formats, within and among member companies. All other uses require permission from the Business Group. 2010 National Business Group on Health. 151
  • 152. Why Employers Care • End-of-life issues, such as caregiving, serious illness, bereavement and advance care planning, can have a far reaching effect on both employees and the workplace as a whole. • Family caregivers provide 80% of U.S. long-term care services • The total estimated cost to employers for all full-time, employed caregivers is $33.6 billion. 152
  • 153. Costs to Employers •U.S. businesses lose $17.1 to $33.6 billion per year in productivity for full-time employees with caregiving responsibilities. •The annual cost of grief in the workplace for death of a loved one is estimated to be $37.5 billion.7 •An 8% differential in increased health care costs exists between caregiver and non-caregiver employees. 153
  • 154. Beginning the Process • Identify key stakeholders and obtain buy-in. • Perform employee needs assessment through workgroups and employee satisfaction surveys • Include questions in your work-life questionnaire about advanced illness and palliative care, as well as planning for the future. • As part of your health assessment or work-life questionnaire, ask employees if they are in a caregiving role
  • 155. Benefits and Communications • Review coverage under both medical and prescription plans to determine if there are any gaps in palliative and hospice care. • Assess support programs, gap analysis and resources for advanced illness planning that might be available through EAP or other vendors. • Determine the communications needs for both managers and employees and develop an appropriate plan for them and other key audiences.
  • 156. Advance Directives • Share information with employees on the importance of having an advance directive. • Require vendors that are involved in care case management and resource and referral programs to ask employees and their dependents if they have an advance directive. • Include in key communications the legal resources available for drafting advance directives and estate planning documents.
  • 158. End-of-Life Issues in the Workplace Kathy Brandt, MS kbrandt@nhpco.org www.caringinfo.org
  • 159. End-of-life Issues in the Workplace • Caregiving • Serious illness • Grief • Advance care planning
  • 160. NHPCO’s Employers Guide • Assessment • Work-life Programs • Benefits and Policies • Communication Resources • Learning Modules • Brochures for managers and employees
  • 161. Assessment Strategies & Tools • Assess workplace programs & policies • Culture • Communication • Training • Evaluation • Programs/resources • Assess the needs of supervisors • Employee needs assessment
  • 162. Work-Life Programs • Employer-sponsored initiatives • Goals : • Increase employees access to information • Enhance ability of supervisors to support employees • Increase opportunities for peer support • Improve morale, retention, productivity
  • 163. Programs • Information and referral programs • Caregiver support • Lunch-and-learns • Employee health fairs • Support for employees coping with grief
  • 164. Benefits and Policies Goals: • Improve company’s competitive advantage in recruiting • Improve employee morale • Increase retention and productivity
  • 165. Benefits and Policies Assess, modify and/or add: • Funeral leave • Bereavement leave • Sick leave • Leave of absence • Alternative work schedules
  • 166. Benefits and Policies • Action Steps • Make sure that employees know about benefits and policies • Provide ongoing training for supervisors • Involve staff in the design of benefits and policies • Respect the privacy and confidentiality of employees
  • 167. Communication Resources • Templates for posters & flyers • Newsletter articles • PowerPoint presentation for leadership
  • 168. Learning Modules • End-of-life Issues in the Workplace • Supporting Working Caregivers www.caringinfo.org/employer
  • 169. Outcomes from Pilot • The assessment process uncovered a greater need than previously thought • Managers more aware of employee needs • Brochures rated as very useful • Presentations from local hospice were extremely informative • Support after sudden death “invaluable”
  • 170. Tools You Can Use • Caring Connections - www.caringinfo.org • Employer’s Guide • Educational brochures • Outreach Guide • National Healthcare Decisions Day – www.nationalhealthcaredecisionsday.org
  • 171. 2013 National Summit on Advanced Illness Care A Roadmap for Transformation
  • 172. Closing Plenary Jennie Chin Hansen, CEO, American Geriatrics Society
  • 173. Summit Goals A greater understanding of the issues and challenges, their causes and potential solutions among American society and leadership: health care consumers; faith-based organizations; clinicians; health insurance plans; employers; policy makers; and public advocates, including those representing culturally diverse communities. A shared sense of mission and action steps needed to reform and improve advanced illness care in America, including: system innovations; public engagement; policy changes; and health professional education and support. The emphasis will be on quality care and patient satisfaction, and an agenda that addresses COMMUNITIES, individuals, systems, and policy.
  • 174. Cost and Benefits Build on new and existing data from innovative advanced care management models that improve patient/family quality of life, lower costs, and affect other key metrics, to identify ways to improve data and evidence on supporting greater benefit/value through health care reform.
  • 175. Public Engagement Highlight best-practices/innovations in public engagement including: receptive audiences, effective messages, metrics, and dissemination strategies. Create awareness of the need for programmatic coordination among public engagement initiatives -- specifically, related to developing and coordinating a common language about the terms to use and shared messaging.
  • 176. Professional Education Build consensus around the competencies clinicians need to deliver high quality advanced illness care. Raise awareness of existing innovative tools and solutions in clinician support and training. Empower champions within health care systems to advocate for curricula transformation.
  • 177. Clinical Models Identify clinical best practices in caring for people with advanced illness with the potential to effectively serve the advanced illness population across the country. Achieve consensus on common process and outcomes measures that can be used to assess the clinical effectiveness and patient and family satisfaction with treatment of advanced illness. Agree on the structure of a national pilot that can be used to scale and replicate effective innovations in advanced illness care and to create an evidence base that is critical to advocacy for payment reform.
  • 178. Empowering Employers Think about ways in which your organization can take steps to increase its support of employee caregivers. This can include items that are top- down such as flexible leave time and geriatric care managers or bottom-up such as brown bag info sessions and support groups. Review the Employer Checklist and share with your colleagues. Take proactive steps to implement one or more of the recommendations.
  • 179. Faith & Diversity Improve the quality of spiritual care across settings by reducing variations in the quality of care, particularly for traditionally under-served and marginalized populations. Have clergy and faith communities help their members become more health care literate and invite discussion and dialogue about how their faith, beliefs, and values inform their health care choices. Credential clinicians and other health care professionals caring for persons with advanced illness based on their demonstrated ability to provide compassionate, high quality, whole person centered care, and to attend to the physical, psycho-social, and spiritual domains of care.
  • 180. Policy & Advocacy Identify policy barriers to fundamental system change leading to more person-centered, comprehensive, team-based approaches to caring for Americans with advanced illness and lay out a roadmap to reform with legislative and regulatory remedies to overcome those barriers Design a targeted public engagement and advocacy campaign using identified networks and working with messaging experts on communication to create a grassroots and grasstops movement for change
  • 181. Policy & Advocacy Action Steps from the Perspectives from the U.S. Senate: Achieving High-Quality Advanced Illness Care for Our Seniors Panel: •Developing a Brand/Common Terminology •Supporting CMMI Innovation Challenge Awards/Pilots •Partnering with Faith Leaders
  • 182. Stay Engaged With C-TAC For more information on joining C-TAC and participating in any of our workgroups please visit: www.thectac.org or email ctac@advancedcarecoalition.org. Keep up with C-TAC on Twitter at: @CTACorg
  • 183. 2013 National Summit on Advanced Illness Care A Roadmap for Transformation

Notes de l'éditeur

  1. The new affiliation will connect Henry Ford physicians, as on-call medical directors, to the 10 Southeast Michigan locations of MinuteClinic. In addition, MinuteClinic and Henry Ford will collaborate on educating patients and helping them to manage chronic diseases—including screenings and monitoring for diabetes, high blood pressure, and high cholestorol. Henry Ford physicians will accept patients who need a level of care that is not provided at MinuteClinic. Mark Kelley, M.D., executive vice president and chief medical officer of Henry Ford Health System, and CEO of the Henry Ford Medical Group. &quot;We will be expanding our ability to provide appropriate care at the appropriate place. &quot;Henry Ford doctors will consult with the on-site practitioners as needed. If people treated at a MinuteClinic do not have a primary care doctor for follow-up care, they will be given a list of local doctors, including Henry Ford physicians, from which to choose. “ MinuteClinic and Henry Ford will be developing a plan to provide clinical data integration to streamline communication for each person&apos;s care. With patient permission, MinuteClinic will share medical histories and visit summaries with other Henry Ford locations in Southeast Michigan. And MinuteClinic will continue its standard practice of sending visit summaries to the patient&apos;s primary care doctor, usually within 24 hours.
  2. Eric
  3. How many people work in an org that has work-life benefits or programs? Of those who raised hands – how many include grief, living with illness? How many employers educate staff re: ACP
  4. Four EOL issues we are discussing are…. Three of them may impact some of your employees over time. ACP is something that you can promote to all employees. We ’ll talk about why as we review them. Employees with chronic health conditions put tremendous strain on employees Number of people with a chronic disease continues to increase Presenteeism costs are considered the largest costs of chronic health conditions – greater than direct medical costs (American Journal of Managed Care, 2006)
  5. What work-life programs does your organization currently have related to work-life issues? These may seem like “nice to do, instead of need to do” but they can have a real payoff. Orgs of any size can do these.
  6. I&amp;R Explore local resources - AAA or united way, hospices, coalitions, etc have resources What will you offer? Printed materials, phone counselor, local org to manage the process (Fannie Mae) Publicize internally Evaluate – track inquiries, etc. Caregiver Directory of resources (print or online) Printed brochures Articles in employee newsletter re: caregiving Lunch and learns Support network – peer support, Lotsa Helping Hands, Share the Care Formal or informal caregiver support teams – volunteers providing support. Project Compassion www.project-compassion.org Lunch &amp; Learns Based on assessment results Internal or external experts Advertise Evaluate Health fairs – efficient, table top displays, no cost Recruit diverse orgs Invite some re: advance care planning Grief If an employee dies, employee suffers a loss, employee seriously ill, critical or traumatic event Conduct meetings with the employees affected Provide education – supervisors and staff Offer support Be flexible Call local experts
  7. Funeral/memorial – event We talked about grief (Bereavement) as a process. Grief is something people deal with for months. The grieving person can ’t “get over it” in 3-5 days. Funeral leave is what we call time after death for the “service” – minimum 3 days local, 5 days if travel for immediate family. Time off to attend service for colleague. Bereavement leave is available to employees when needed for up a year after death. Model policy has five days paid for immediate family – defined broadly. Basically it is a “trigger” for unscheduled leave. Employee can say “I need to take bereavement leave” by notifying supervisor . Small companies could adjust. It’s important to use language that differentiates between funeral/service and grief/bereavement. Sick leave – family-care and employee sick leave – need to specify in policies what sick leave can be used for – and communicate it Leave of absence – unpaid – typically 4 weeks or longer, case-by-case. Health insurance is offered but employee pays, accrual of benefits stops until employee returns Alternative work Job sharing Voluntarily reduced time Telecommuting Flextime – work hours change Compressed work week
  8. If you change policies and don ’t tell anyone it doesn’t help. Communicate. Provide training annually on each of the EOL topics to assure supervisors know about policies and programs to support employees. Ask former or current caregivers or others who have experienced EOL issues to help create/modify or review policies Do not convey specific situations that employees face to other staff