Expanding Access through Team Care In-Person Workshop #1

October 14, 2014

Los Angeles, CA

page 2

Two all-day in-person

workshops

Monthly webinars

Site visits to exemplary

organizations

Peer learning network

As-needed resources

Ongoing measurement

and improvement

efforts

Technical Assistance

Technical Assistance Resources Program Manager & Convener Center for Care Innovations Faculty / Content Experts MacColl Center – care team development Coleman Associates – appointment access Carolyn Shepherd – clinic improvement expert Evaluators Center for Community Health and Evaluation

Today’s Objectives

• More knowledge of promising practices for care teams and appointment access

• Action plans for taking next steps in care team development and appointment access

• Connections with other clinic teams

Agenda

• The voice of experience – Dr. Carolyn Shepherd

• Building better teams – MacColl Center

• Dot activity: Learn about other clinics’ priorities & progress

• Lunch

• Appointment access – Coleman Associates

• Measurement and reporting update- CCHE

• Coaching opportunities

• Project team planning

• Next steps

Multiple care encounter options

• Alternatives to face-to-face: video, email, phone, EHR portal, nurse line

• Clinic visit with RN, LCSW, Care Manager • Group visit • Group on-boarding • Team visits • Offsite: home visits, mobile clinic • Extended hours

Collaborative Accessible Continuous Care

Team Care • Clear roles • Autonomy, all team members at top of license • Screenings by protocols • Health coaching • Self-management support • Med rec./education • Behavioral health • Housing and social services support

Wellness and community resources • On-demand health education • Health navigators • Community-based supports • Health fairs

Coordination of all care • Pharmacy • Specialty care • Inpatient care • In-home care • Primary care plan informed

by other care

Peer support • Lay-led groups • Online support • Promotoras

Prepare for each encounter • Care plan to guide team • Latest lab/screening results • Updates from team • Remote monitoring data

Minimize delays for in-person visits • Simple schedule • Minimal no-shows • “Yes” to walk-ins • Active schedule management during session

PREPARE

CONNECT

ENGAGE

MacColl Center for Health Care Innovation, Coleman Associates and Center for Care Innovations, 2014

Olive View-UCLA

Coastal Health Alliance

Livingston Comm Health Svcs

La Clinica de la Raza

Hill Country Comm Clinic

NE Valley Health Corp

Mendocino CHC

Indian Health Center

Valley Comm Clinic

Share Our Selves

SF Dept of Public Health

North County Health Project

Expanding Access through Team Care The program’s network of clinics

map locations are very approximate

L.A. Christian HCs

The voice of experience: The Clinica journey

Carolyn Shepherd, MD

Transforming care through better teams

MacColl Center

for Health Care Innovation

Dot exercise: Who to follow, lead, and walk beside

Currently doing

Just getting started

Not doing and need help!

Flow, no-shows, and saying “yes” more

Coleman Associates

Measurement and evaluation: reporting test run results, next steps

Center for Community Health

and Evaluation

Coaching Opportunities

Coaching Options

Option #1: MacColl Center- Internal facilitator training Option #2: Coleman Associates- Appointment access Option #3: Carolyn Shepherd, MD- Sr. leadership consultation

_______

Coaching requests must be submitted through the Coaching Request Form online (shown to the right). Link provided on Expanding Access program page.

Option #1: MacColl Center Team development - internal facilitator training

• Each organization can nominate 1 staff member to become

an internal facilitator

• Training will provide more guidance in using the LEAP Team

Guide interventions

• Training format willl consist of 2-3 webinars over six months

• Your facilitator becomes in-house resource for team

development and culture change

• Deadline for facilitator nominations will be announced soon

+ Option #2: Coleman Associates Coaching for Access Improvement

Coaching tailored to your clinic’s current

performance and specific improvement goals

10 hours of contact (phone and email)

Tactical support for testing of several changes

Start now or any time before March 1

Option #3: Carolyn Shepherd, MD Senior leadership consultation

• Exec-level and team advice from safety net medical director responsible for testing, implementation, spread & sustaining innovations to grow clinic, improve access, health outcomes, patient experience, staff satisfaction

• Coach for team leaders and/or senior clinic leaders to address challenges of transformation in safety net clinics

• Help with leadership vision, strategy, and tactics for integrating, sustaining and spreading changes

• Solutions, tools, lessons learned from Clinica’s processes

• Request specific scope of work, or ask as needs arise

• Start now or any time before March 1.

Team Meeting

PROJECT TEAM PLANNING FORM

Jumpstart your efforts to improve access and develop your care teams. As a team, document your priorities and next steps for the upcoming two months using the team development and appointment access strategies taught today. Focus on what is tangible, realistic, and best addresses your clinic’s specific improvement priorities.

What coaching options might help you reach your goals? (You will be asked to submit a formal coaching request online)

⎕LEAP (Internal facilitators) ⎕Coleman (Appointment access) ⎕Dr. Carolyn Shepherd (Senior leadership consultation)

By October 21 (1 week)

By October 31 (~2+ weeks)

By mid-December (2 months)

What activities will you perform to improve access? Use ideas from Coleman Associates playbook, Tetris-ing article, etc..

What activities will you perform to develop team/s? Use ideas from MacColl presentation, LEAP materials, etc..

What challenges may arise and how will you address them?

CCI WILL TAKE A PICTURE OF YOUR TEAM’S COMPLETED FORM BEFORE YOU ADJOURN. Please write legibly!

Next Steps & Reminders

www.expandingaccess.wikidot.com

Next webinar: November 20

Submit your coaching requests using this link.

Current action steps (to be updated after today)

Resources

Shared resources from your organizations- email Susannah with materials you want to share.

Today’s workshop resources- slides, handouts, worksheets, etc..

Ongoing list of resources

New “Resources” tab!

Evaluation, Wrap-Up and Adjourn