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Proprietary & Confidential1
HIMSS 2015
Chicago
Hardwiring Clinical and Financial
Performance Through
Patient-Centered, Physician-
Directed Transformation
Ricardo Martinez, MD, FACEP
Chief Medical Officer
Donna Houlne, RN,BSN,MHA,MHRM
Clinical Transformation Lead
Proprietary & Confidential2
Opportunity Knocks
• Are we leveraging or drowning in data?
• Are the right HIT systems being used by the right
people?
• How do you maintain clinical quality and cut costs?
• What is the role of the physician and the patient in the
transformation to value-based care?
• How do you increase adoption and use of HIT by
physicians?
• Market Drivers for Value-Based Care
• Clinical Transformation
• Physician Engagement
• Patient Activation and Engagement
• Key Takeaways for Healthcare IT
Today’s Agenda
Market Drivers
Proprietary & Confidential5
Market Drivers of Value-Based Care
Drivers of
Healthcare TrendsCurrent Future
• Responds with
patient need
arises
• Centered around
provider practice
& schedules
• Volume-based
• High utilization =
revenue
• Margins
dependent upon
reimbursement
Financial
Technology
Social Healthcare
Reform
• Identifies unmet
needs &
responds
proactively
• Centered around
patient needs &
schedules
• Value-based
• Utilization =
costs
• Margins
dependent upon
costs
Activity-Based
Care Fading Away
Value-Based Care
Emerging
Proprietary & Confidential6
Change is Coming
Payment reforms
will affect
financial viability
Preserve or
improve margins
Reduce
unnecessary
utilization
Compete in new
risk-based
payment models
Clinical and
quality
performance will
drive contracting
Based on
measurable
outcomes
Data-driven
decision making
Market forces are
squeezing
margins
Larger players
expanding
market share
Geographic
expansion may be
needed to create
clinically integrated
network
Change must be
sustained
Transformation
to value-based
delivery
Rapid adoption
of “best” practice
patterns and
processes
Evolving roles
and relationships
Proprietary & Confidential7
Designing &
Implementing
New Care Models
Changing Provider &
Patient Roles
Optimizing Care Value
and
Quantifying Risk
Addressing these items greatly increases the likelihood of success during
the transition to High Performance Healthcare
Key Issues Affecting Clients
How do we evaluate the financial impact of these
changes?
What changes are we making to the delivery model?
How do we decrease cost without sacrificing quality?
Proprietary & Confidential8
 Patient-centered,
physician-directed teams
 Value-driven: high
quality at lowest cost
 Delivers measurable
quality healthcare with
the use of meaningful
metrics, dashboards,
etc.
 Data-driven performance
integrating Business
Intelligence and is
constantly learning
 Connected and
integrated, both
culturally and digitally
Essential Changes
The Road to High Performance Healthcare
Organizational
Transformation
Financial
Transformation
Clinical
Transformation
Digital
Transformation
Our Vision
Clinical Transformation
Proprietary & Confidential10
What is Clinical Transformation?
• A comprehensive, interdisciplinary approach to redesign care delivery to
achieve clinical excellence and better value throughout the care
continuum
Reduce
total cost of
care
Enhance
operational
efficiency
Align clinical
delivery
across
settings &
providers
Improve
financial and
clinical
performance
Data Analytics & Clinical Information TechnologyBI, Data Analytics & Clinical Information Technology
Data Analytics & Clinical Information TechnologyProvider Engagement/Patient Activation
Proprietary & Confidential11
Clinical Transformation: Core Components
• Meaningful metrics
• Enterprise dashboards
• Gain insights & make decisions
• Monitor/manage costs per unit of service
BI/Analytics
• Care redesign driven by value over efficiency
• Physician-directed, team-powered design,
implementation and oversight
• Dyad governance structure
Value-Based
Care Design
• Optimize efficiency and minimize variation in
process
• Strengthen handoffs & transitions across settings
• Patient activation & engagement to improve care
Care
Management
Across Settings
Proprietary & Confidential12
Decreasing Costs of Care Delivery
• Provider substitution
• Diagnostic/treatment substitution
• Setting substitution
• Process redesign:
 Eliminate steps and processes
 Add missing steps and processes
 Re-engineer process
• Offload costs to patient and family
Physician Engagement
Proprietary & Confidential14
Physician Decisions Directly Affect
Organizational Health
• Physicians influence the majority of decisions regarding
healthcare utilization
• Physician practice variation accounts for almost one third of
wasted cost in the healthcare industry (Institute of Medicine
2011)
• Research shows that evidenced based clinical pathways are
associated with improved outcomes at lower costs, i.e. stroke
and STEMI
• Only 36% of practicing physicians believe they have a major
responsibility for reducing healthcare costs (JAMA)
• Organizations with high physician engagement demonstrate
higher productivity and profitability (Gallup)
Proprietary & Confidential15
Key Factors Affecting Physician Satisfaction
Source: RAND/AMA
Quality of Care
Electronic Health
Records
Practice
Leadership
Work Content,
Quantity and Pace
Proprietary & Confidential16
Physician Integration is not Physician
Engagement
• Market segmentation /
service line selection
• Business models / structures
• Contracting
• Offerings and client targets
• Recruiting, credentialing, and
scheduling
• Onboarding and retention
• Physician services
Physician Integration
Strategies include:
• Physician governance
• Physician leadership
• Physician alignment
• Physician adoption
Physician Engagement
Strategies focus on:
Physician Engagement Drives Change
Proprietary & Confidential17
The Difference Between Physicians vs. Non-
Physicians
Understanding physicians requires understanding how physicians think
Logical
Reasoning
Use of
Science
Evidence-
Based
Thinking
Deduction
Focus on
Observation
Detail
Oriented
Sherlock
Holmes
Proprietary & Confidential18
Physician Engagement Methodology
Adoption CSFs
How does this help
my patients?
Where is the
evidence that
this helps?
Is this
supported by
our senior
physicians?
How does this fit
into my workflow?
Will it slow me
down?
How do I get help?
• Institute physician governance
and communication program
• Establish visible, involved
physician champion
• Frame in clinical context, with
clear examples and/or data, e.g.
• Support clinical workflow
• Highlight a clear migration
path to success
• Make training time-sensitive
with consistent readily-
available support
• Provide feedback and data to
measure success
Concerns
Proprietary & Confidential19
What Physicians Value
Meaningful metrics and information
Data analytics with clinical insights
Tools that enhance collaboration/care
Remote access to needed information
HIT properly embedded into workflow
User-designed interfaces
Proprietary & Confidential20
Example: Benefits of EMR Redesign By Clinical
Team
Improved workflow
~41% more efficient
Saved 23.9 hours a day of
staff time
Decreased “cognitive distraction”;
interface time; clicks
Improved staff satisfaction
ROI in 50 days
1
2
3
4
5
6
Patient Activation & Engagement
Proprietary & Confidential22
Increasing Recognition of Patient Role in Outcomes
50% of patients
with chronic
disease don’t
take their
medication
~30% of newly
diagnosed
patients don’t get
their medication
filled
Increasing
number of
patients with
preventable
diseases related
to obesity and
unhealthy habits
Behavioral and
social factors
attribute to ~ 50%
of outcomes
variance
Proprietary & Confidential23
Empowering Patients
Patient Activation & Engagement
“By empowering patients to understand that providers are not merely professionals
to see when one gets “sick”, but valuable partners that can help provide advice
and tools for individuals to take charge and achieve health outside the clinical
setting. To realize the value this partnership can bring we first need to understand
how to activate and maintain our engagement. That’s the hardest part of all.”
- Holly Korda, Ph.D.
“To move from a health care system that primarily treats the sick in America to one
that actively promotes wellness in America…first listen to patients….They will be
our guides in designing a health care system that supports meaningful patient
partnerships and true patient-centered care.”
- Susan Frampton, PhD, President Planetree
Proprietary & Confidential24
Activation is developmental
Patient Activation – A Patient Assessment
Consists of 13 self-reported questions, that build upon one another. Correlates with
patient outcomes, experience and costs.
Level 1: Starting to
take a role
• Patients do not
yet grasp that
they must play an
active role in their
own health; they
are being
disposed to being
passive recipients
of care
Level 2: Building
knowledge &
confidence
• Patients lack the
basic health-
related facts or
have not yet
connected these
facts into larger
understanding of
their health or
recommended
health regimen
Level 3: Taking
action
• Patients have the
key facts and are
beginning to take
action but may
lack the
confidence and
the skill to support
their behaviors
Level 4:
Maintaining
behaviors
• Patients have
adopted new
behaviors but may
not be able to
maintain them in
the face of stress
or health crises
Increasing Level of Activation
Proprietary & Confidential25
Optimizing Clinical, Operational and Financial
Virtual or
Group
Support
Associate
Provider
Active
Coaching
Physician-
Nurse
Team
High Patient Activation
Low Patient Activation
Low Care Burden High Care Burden
Health Affairs, 2013
What is Patient- and Family-
Engagement?
“Patients, families, their representatives,
and health professionals working in
active partnership at various levels
across the health care system – direct
care, organizational design and
governance, and policy making – to
improve health and healthcare.”
Proprietary & Confidential27
Patients are asked
about their
preferences in
treatment plan
Framework for Engagement
Direct Care
Organizational
Design and
Governance
Policy
Making
Factors Influencing Engagement:
• Patient (beliefs about patient role, health literacy, education)
• Organization (policies and practices, culture)
• Society (social norms, regulations, policy
Treatment decisions
are made based on
patients’ preferences,
medical evidence,
and clinical judgment
Patients receive
information about a
diagnosis
Organization surveys
patients about their
care experiences
Hospital involves
patients as advisers
or advisory council
members
Patients co-lead
hospital safety and
quality improvement
committees
Patients have equal
representation on
agency committee
that makes decisions
about how to allocate
resources to health
programs
Patients’
recommendations
about research
priorities are used by
public agency to
make funding
decisions
Public agency
conducts focus
groups with patients
to ask opinions about
a healthcare issue
Levels of
Engagement
Consultation Involvement
Partnership and
shared leadership
Continuum of Engagement
Proprietary & Confidential28
Outcomes of Patient Engagement and
Activation
Patient starts to take a role
Patient builds confidence and
knowledge
Patient takes action
Patient maintains behaviors
Key Takeaways for Health IT
Proprietary & Confidential30
Healthcare Data Supply & Demand is Exploding
In These Settings…
• Hospitals
• Nursing Homes
• Clinics
• Patient Homes
• On-the-go
Are Data Creators…
• Physicians
• Nurses
• Specialists (RTs, etc.)
• Patients
• Care / Case Managers
• Pharmacists
• Medical Devices
• Labs
Creating Information…
• Patient Demographics
• Symptoms
• Diagnoses
• Procedures
• Medications
• Metrics / Parameters
• Lab Results
• Radiology / Scans
In These Destinations…
• Clinical Applications / EMR
• Data Warehouse
• Decision Support Systems
• Patient Portals
• Claims Recipients
For These Data Consumers
• Physicians
• Nurses
• Specialists (RTs, etc.)
• Patients
• Family Members
• Hospital Executives
• Care / Case Managers
• Employers
• Pharmacists
• State Governments
• Federal Government
• Insurers / Payers
• Nursing Home Executives
• Clinic Executives
• Pharmaceutical Companies
• PBMs
• Medical Device Companies
Managing Both Effectively Is Critical
Proprietary & Confidential31
Leveraging Data Effectively Means…
• Deliver the right
information
• To the right person
• In the context of their
daily workflow
• That allows them to
make the best
possible decision
Step
1
Step
2
Right
Info
Step
3
Step
4
Proprietary & Confidential32
What Success Looks Like
• Data spans the
clinical,
operational and
financial
spectrums
• Tied together to
help people
understand how
levers in one
area impact
another
• Customized for
the user
• Relevant – tied
to metrics that
are meaningful
to the role they
play
• Intuitive – user
involved in the
design
• Real-time or
near real time
• Interactive
(ability
to answer “why”
questions on
their own)
INTEGRATED PERSONALIZED ACTIVE
Proprietary & Confidential33
Progressive Strategies Enabled by Healthcare IT
Proprietary & Confidential34
The Patient-Centered, Physician-Led
Transformation will Create…
1
2
3
A Shared View of Performance
Sustainable, Measurable Change
A Structure for Continuous Improvement
Q&A
Thank you!
Come visit us at the Clinical &
Business Pavilion – Booth 5484,
Kiosk # 5. Bring your voucher
to receive your free giveaway!

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North highland himss_hardwiringclinicalfinancialperformance_041315

  • 1. Proprietary & Confidential1 HIMSS 2015 Chicago Hardwiring Clinical and Financial Performance Through Patient-Centered, Physician- Directed Transformation Ricardo Martinez, MD, FACEP Chief Medical Officer Donna Houlne, RN,BSN,MHA,MHRM Clinical Transformation Lead
  • 2. Proprietary & Confidential2 Opportunity Knocks • Are we leveraging or drowning in data? • Are the right HIT systems being used by the right people? • How do you maintain clinical quality and cut costs? • What is the role of the physician and the patient in the transformation to value-based care? • How do you increase adoption and use of HIT by physicians?
  • 3. • Market Drivers for Value-Based Care • Clinical Transformation • Physician Engagement • Patient Activation and Engagement • Key Takeaways for Healthcare IT Today’s Agenda
  • 5. Proprietary & Confidential5 Market Drivers of Value-Based Care Drivers of Healthcare TrendsCurrent Future • Responds with patient need arises • Centered around provider practice & schedules • Volume-based • High utilization = revenue • Margins dependent upon reimbursement Financial Technology Social Healthcare Reform • Identifies unmet needs & responds proactively • Centered around patient needs & schedules • Value-based • Utilization = costs • Margins dependent upon costs Activity-Based Care Fading Away Value-Based Care Emerging
  • 6. Proprietary & Confidential6 Change is Coming Payment reforms will affect financial viability Preserve or improve margins Reduce unnecessary utilization Compete in new risk-based payment models Clinical and quality performance will drive contracting Based on measurable outcomes Data-driven decision making Market forces are squeezing margins Larger players expanding market share Geographic expansion may be needed to create clinically integrated network Change must be sustained Transformation to value-based delivery Rapid adoption of “best” practice patterns and processes Evolving roles and relationships
  • 7. Proprietary & Confidential7 Designing & Implementing New Care Models Changing Provider & Patient Roles Optimizing Care Value and Quantifying Risk Addressing these items greatly increases the likelihood of success during the transition to High Performance Healthcare Key Issues Affecting Clients How do we evaluate the financial impact of these changes? What changes are we making to the delivery model? How do we decrease cost without sacrificing quality?
  • 8. Proprietary & Confidential8  Patient-centered, physician-directed teams  Value-driven: high quality at lowest cost  Delivers measurable quality healthcare with the use of meaningful metrics, dashboards, etc.  Data-driven performance integrating Business Intelligence and is constantly learning  Connected and integrated, both culturally and digitally Essential Changes The Road to High Performance Healthcare Organizational Transformation Financial Transformation Clinical Transformation Digital Transformation Our Vision
  • 10. Proprietary & Confidential10 What is Clinical Transformation? • A comprehensive, interdisciplinary approach to redesign care delivery to achieve clinical excellence and better value throughout the care continuum Reduce total cost of care Enhance operational efficiency Align clinical delivery across settings & providers Improve financial and clinical performance Data Analytics & Clinical Information TechnologyBI, Data Analytics & Clinical Information Technology Data Analytics & Clinical Information TechnologyProvider Engagement/Patient Activation
  • 11. Proprietary & Confidential11 Clinical Transformation: Core Components • Meaningful metrics • Enterprise dashboards • Gain insights & make decisions • Monitor/manage costs per unit of service BI/Analytics • Care redesign driven by value over efficiency • Physician-directed, team-powered design, implementation and oversight • Dyad governance structure Value-Based Care Design • Optimize efficiency and minimize variation in process • Strengthen handoffs & transitions across settings • Patient activation & engagement to improve care Care Management Across Settings
  • 12. Proprietary & Confidential12 Decreasing Costs of Care Delivery • Provider substitution • Diagnostic/treatment substitution • Setting substitution • Process redesign:  Eliminate steps and processes  Add missing steps and processes  Re-engineer process • Offload costs to patient and family
  • 14. Proprietary & Confidential14 Physician Decisions Directly Affect Organizational Health • Physicians influence the majority of decisions regarding healthcare utilization • Physician practice variation accounts for almost one third of wasted cost in the healthcare industry (Institute of Medicine 2011) • Research shows that evidenced based clinical pathways are associated with improved outcomes at lower costs, i.e. stroke and STEMI • Only 36% of practicing physicians believe they have a major responsibility for reducing healthcare costs (JAMA) • Organizations with high physician engagement demonstrate higher productivity and profitability (Gallup)
  • 15. Proprietary & Confidential15 Key Factors Affecting Physician Satisfaction Source: RAND/AMA Quality of Care Electronic Health Records Practice Leadership Work Content, Quantity and Pace
  • 16. Proprietary & Confidential16 Physician Integration is not Physician Engagement • Market segmentation / service line selection • Business models / structures • Contracting • Offerings and client targets • Recruiting, credentialing, and scheduling • Onboarding and retention • Physician services Physician Integration Strategies include: • Physician governance • Physician leadership • Physician alignment • Physician adoption Physician Engagement Strategies focus on: Physician Engagement Drives Change
  • 17. Proprietary & Confidential17 The Difference Between Physicians vs. Non- Physicians Understanding physicians requires understanding how physicians think Logical Reasoning Use of Science Evidence- Based Thinking Deduction Focus on Observation Detail Oriented Sherlock Holmes
  • 18. Proprietary & Confidential18 Physician Engagement Methodology Adoption CSFs How does this help my patients? Where is the evidence that this helps? Is this supported by our senior physicians? How does this fit into my workflow? Will it slow me down? How do I get help? • Institute physician governance and communication program • Establish visible, involved physician champion • Frame in clinical context, with clear examples and/or data, e.g. • Support clinical workflow • Highlight a clear migration path to success • Make training time-sensitive with consistent readily- available support • Provide feedback and data to measure success Concerns
  • 19. Proprietary & Confidential19 What Physicians Value Meaningful metrics and information Data analytics with clinical insights Tools that enhance collaboration/care Remote access to needed information HIT properly embedded into workflow User-designed interfaces
  • 20. Proprietary & Confidential20 Example: Benefits of EMR Redesign By Clinical Team Improved workflow ~41% more efficient Saved 23.9 hours a day of staff time Decreased “cognitive distraction”; interface time; clicks Improved staff satisfaction ROI in 50 days 1 2 3 4 5 6
  • 21. Patient Activation & Engagement
  • 22. Proprietary & Confidential22 Increasing Recognition of Patient Role in Outcomes 50% of patients with chronic disease don’t take their medication ~30% of newly diagnosed patients don’t get their medication filled Increasing number of patients with preventable diseases related to obesity and unhealthy habits Behavioral and social factors attribute to ~ 50% of outcomes variance
  • 23. Proprietary & Confidential23 Empowering Patients Patient Activation & Engagement “By empowering patients to understand that providers are not merely professionals to see when one gets “sick”, but valuable partners that can help provide advice and tools for individuals to take charge and achieve health outside the clinical setting. To realize the value this partnership can bring we first need to understand how to activate and maintain our engagement. That’s the hardest part of all.” - Holly Korda, Ph.D. “To move from a health care system that primarily treats the sick in America to one that actively promotes wellness in America…first listen to patients….They will be our guides in designing a health care system that supports meaningful patient partnerships and true patient-centered care.” - Susan Frampton, PhD, President Planetree
  • 24. Proprietary & Confidential24 Activation is developmental Patient Activation – A Patient Assessment Consists of 13 self-reported questions, that build upon one another. Correlates with patient outcomes, experience and costs. Level 1: Starting to take a role • Patients do not yet grasp that they must play an active role in their own health; they are being disposed to being passive recipients of care Level 2: Building knowledge & confidence • Patients lack the basic health- related facts or have not yet connected these facts into larger understanding of their health or recommended health regimen Level 3: Taking action • Patients have the key facts and are beginning to take action but may lack the confidence and the skill to support their behaviors Level 4: Maintaining behaviors • Patients have adopted new behaviors but may not be able to maintain them in the face of stress or health crises Increasing Level of Activation
  • 25. Proprietary & Confidential25 Optimizing Clinical, Operational and Financial Virtual or Group Support Associate Provider Active Coaching Physician- Nurse Team High Patient Activation Low Patient Activation Low Care Burden High Care Burden
  • 26. Health Affairs, 2013 What is Patient- and Family- Engagement? “Patients, families, their representatives, and health professionals working in active partnership at various levels across the health care system – direct care, organizational design and governance, and policy making – to improve health and healthcare.”
  • 27. Proprietary & Confidential27 Patients are asked about their preferences in treatment plan Framework for Engagement Direct Care Organizational Design and Governance Policy Making Factors Influencing Engagement: • Patient (beliefs about patient role, health literacy, education) • Organization (policies and practices, culture) • Society (social norms, regulations, policy Treatment decisions are made based on patients’ preferences, medical evidence, and clinical judgment Patients receive information about a diagnosis Organization surveys patients about their care experiences Hospital involves patients as advisers or advisory council members Patients co-lead hospital safety and quality improvement committees Patients have equal representation on agency committee that makes decisions about how to allocate resources to health programs Patients’ recommendations about research priorities are used by public agency to make funding decisions Public agency conducts focus groups with patients to ask opinions about a healthcare issue Levels of Engagement Consultation Involvement Partnership and shared leadership Continuum of Engagement
  • 28. Proprietary & Confidential28 Outcomes of Patient Engagement and Activation Patient starts to take a role Patient builds confidence and knowledge Patient takes action Patient maintains behaviors
  • 29. Key Takeaways for Health IT
  • 30. Proprietary & Confidential30 Healthcare Data Supply & Demand is Exploding In These Settings… • Hospitals • Nursing Homes • Clinics • Patient Homes • On-the-go Are Data Creators… • Physicians • Nurses • Specialists (RTs, etc.) • Patients • Care / Case Managers • Pharmacists • Medical Devices • Labs Creating Information… • Patient Demographics • Symptoms • Diagnoses • Procedures • Medications • Metrics / Parameters • Lab Results • Radiology / Scans In These Destinations… • Clinical Applications / EMR • Data Warehouse • Decision Support Systems • Patient Portals • Claims Recipients For These Data Consumers • Physicians • Nurses • Specialists (RTs, etc.) • Patients • Family Members • Hospital Executives • Care / Case Managers • Employers • Pharmacists • State Governments • Federal Government • Insurers / Payers • Nursing Home Executives • Clinic Executives • Pharmaceutical Companies • PBMs • Medical Device Companies Managing Both Effectively Is Critical
  • 31. Proprietary & Confidential31 Leveraging Data Effectively Means… • Deliver the right information • To the right person • In the context of their daily workflow • That allows them to make the best possible decision Step 1 Step 2 Right Info Step 3 Step 4
  • 32. Proprietary & Confidential32 What Success Looks Like • Data spans the clinical, operational and financial spectrums • Tied together to help people understand how levers in one area impact another • Customized for the user • Relevant – tied to metrics that are meaningful to the role they play • Intuitive – user involved in the design • Real-time or near real time • Interactive (ability to answer “why” questions on their own) INTEGRATED PERSONALIZED ACTIVE
  • 33. Proprietary & Confidential33 Progressive Strategies Enabled by Healthcare IT
  • 34. Proprietary & Confidential34 The Patient-Centered, Physician-Led Transformation will Create… 1 2 3 A Shared View of Performance Sustainable, Measurable Change A Structure for Continuous Improvement
  • 35. Q&A
  • 36. Thank you! Come visit us at the Clinical & Business Pavilion – Booth 5484, Kiosk # 5. Bring your voucher to receive your free giveaway!