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4.20.17 The presenters have nothing to disclose. M7: Improving Clinical Flow ECHO Kristin Batts June Gillespie Elizabeth Clewett Roger Chaufournier Kathy Reims

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Page 1: M7: Improving Clinical Flow ECHO - IHI Home Pageapp.ihi.org/FacultyDocuments/Events/Event-2823/Presentation-15349/...M7: Improving Clinical Flow ECHO Kristin Batts ... 2 .% DM in control

4.20.17

The presenters have nothing to disclose.

M7: Improving Clinical Flow ECHO

Kristin Batts

June Gillespie

Elizabeth Clewett

Roger Chaufournier

Kathy Reims

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Overview of the Session

• Journey of an organization to improve efficiencies of care

• Change package and measures to improve clinical flow

• Project ECHO clinic simulation

• Alien abduction exercise

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Table Introductions

• Name

• Organization

• One thing you hope to learn

• Report out themes of desired learning

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4.20.17

The presenters have nothing to disclose.

Improving Clinical Flow ECHO: Cherry HealthKristin Batts, LMSW, HOTC Adult Site Manager

June Gillespie, RN BSN, Echo Project Manager

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“Before”- Why Project ECHO? • Agency committed to Triple AimImproved Population Health

Improved Patient Experience

Reduced Health Systems Cost

• Chris Shea, CEO, saw Project ECHO as opportunity to answer question:How can we make systems more efficient so we can see more patients in cost

effective way?

• Video Vignette

7

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3 Cherry Health Sites chosen• Westside- largest Family Practice site

• 4.5 Provider FTE Family Practice (excluding PEDS),

• ~5800 Patient panel

• Cherry Street- 2nd largest Family practice site• 4.3 Provider FTE Family Practice (including PEDS)

• ~5700 Patient panel

• HOTC Adult- Internal Medicine, Strong interest in Quality Improvement. • 3.6 Provider FTE

• ~2900 Patient panel

8

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Improving Clinical FlowDriver diagram

Change PackageRoger ChaufournierKathy Reims

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Aim: Create clinic work environment that supports:

Objectives:1.meeting patient care needs2.joy in work*3. optimization of resources

By: 7/31/2016

Improving Flow: an IHI Quality Improvement and Project ECHO Collaborative

Primary Drivers Change Concepts

Quality Improvement Strategy

Use a formal model

Empanelment

Establish/monitor metrics

Use panels and registries proactively

Assess supply and demand

Optimize the Care Team

Engaged Leadership

Develop culture for transformation Lead collective understanding

of business caseAssure sustainable change

Provide organizational support

Organized Relationship-Based Care

Identify and remove waste

Manage panel

Improve work flow

Listen to customers

Enable independent work

Function at top of skills

Process Measures Leadership Measures

Assign patients to provider panel

Patients as Partners

Manage patient expectations of care

Ensure patients see their assigned provider

Create standard work

Provide care in context of “what matters” to pt

Balance Measures

1. % state, ”I get what I want and need when I want and need it.”

2. % seen by PCP

3. % No Shows

* assessment in pre-work/end

Outcome Measures

3. average cycle time minutes

2. % empaneled

1. % state, “Does not waste my time.” 1. % colorectal cancer screening

2.% DM in control (A1c >9)

3. % persistent asthma on controller

4. # of days to 3rd next available

1. % visits per Provider FTE

2. cost per patient visit

3. net margin

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Engaged Leadership

11

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Quality Improvement Strategy

12

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Empanelment13

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Optimize the Care Team14

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Organized, Relationship-based Care16

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17

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Building Blocks Exercise• Instructions

• End Goal: Construct a visual structure for health center change.

• Each block must be labeled with a word from the Driver Diagram handout

• Use the dry erase marker to label blocks

• Be prepared to explain the rationale for your design

21

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An Overview of Project ECHO®(Extension for Community Health Outcomes)

Presented at the 18th Annual Summit on

Improving Patient Care in the Office Practice

and the Community: IHI Summit

Elizabeth Clewett, PhD, MBA

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Path for this Conversation

• What is the ECHO model

• How was it used for this project?

• How to connect to an ECHO project near you

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Supported by New Mexico Department of Health, Agency for Health Research and Quality, New Mexico Legislature, the Robert Wood Johnson Foundation, the GE Foundation and Helmsley Charitable Trust

At ECHO, our mission is to democratize medical knowledge and get best practice care to underserved people all over the

world. Our goal is to touch the lives of 1 billion people by 2025.

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Problem (2003): 8 month wait in clinic to be treated for Hepatitis C

Estimated 28,000 in NM with Hep C

In 2004 less than 5% had been treated

No primary care physicians in the state would treat due to complex treatment with serious potential side effects

Few specialists available to see Hep C patients

Photo: Dr. Sanjeev Arora, Director and Founder of Project ECHO and the GI clinic at the University of New Mexico

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Goal: A system that would

• Develop capacity to safely and effectively treat HCV in all areas of New Mexico and to monitor outcomes.

• Develop a model to treat complex diseases in rural locations and developing countries cost-effective way

Copyright 2015 Project ECHO®

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Solution: ECHO Model – four pillars

Use Technology to leverage scarce resources

Sharing “best practices” to reduce disparities

Case based learning to master complexity

Web-based database to monitor outcomes

Copyright 2015 Project ECHO

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Adults will learn only what they need to learn

Their learning is primarily problem-based rather than subject-based

They have a rich reservoir of experience to apply to their learning

They learn best in informal settings

They want guidance rather than instruction

ECHO AppliesAdult Learning Theory

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Disease Selection

Common diseases

Management is complex

Evolving treatments and medicines

High societal impact (health and economic)

Serious outcomes of untreated disease

Improved outcomes with disease managementCopyright 2015 Project ECHO®

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Successful Expansion into Multiple Diseases

Copyright 2016 Project ECHO®

Mon Tue Wed Thurs FriHepatitis C

• Arora• Thornton

Namibia HIV

• Struminger

IHS Navajo HIV

• Iandiorio

Hepatitis C in Prisons

• Thornton

Nurse Practitioners

• Van Roper

Rheumatology

• Bankhurst

Partners in Good Health and Wellness

• Struminger

Endocrinology & Diabetes

• Bouchonville

Chronic Pain and Headache

• Shelley

Integrated Addictions and

Psychiatry

• Komaromy

HIV

• Iandiorio

Bone Health

• Liewicki

Crisis Intervention for Community

Policing Agencies• Duhigg

Improving Clinical Flow• IHI

Tuberculosis

• Struminger

Complex Care

• Komaromy

Prison Peer Educator Training

• Thornton

Epilepsy

• Immerman

Cardiology

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ECHO Replication Sites Worldwide:

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Part 2:IHI-PROJECT ECHO COLLABORATIVE

Goal: To test whether the ECHO model can be used to support training for quality improvement and complex

systems redesign.

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Clinical Flow in Primary Care Clinics

Focus

Effective and efficient Use of Provider Time

Optimizing Care Teams

Patient and Staff Satisfaction

Empanelment and Managing Case Loads

Removing waste

Using Data to Drive Changes

Spreading and Integrating Changes Over Time

Developing a Business Case for Changes

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Overview of Project

Pre-work-organize improvement team + baseline assessment

Face to Face Learning Session

2 Virtual Learning Session

Monthly Data reporting

Monthly Leadership Calls

Weekly 2 hour teleECHO Clinics (10/22/15)

Video-conferencing Platform

Case based learning

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Participants: 15 community clinics 1 year, 10 continued for additional 6 months

40

15 FQHCs, Serving 134,061 Patients

Represent 7 CHCs

systems with a total of 68 FQHCs

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Learning Session 1: Face to Face 41

Provider Cup full

RN, MA, front desk cups often

low

Exercise: distribution of tasks in the clinic

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Anatomy of our weekly TeleECHO Clinic Sessions

Introductions

Case Presentation #1 by clinic team (30-40 minutes)

Clarifying questions (clinics, faculty)

Recommendations (round robin of teams)

Presenting team tells group what suggestions they are most likely to implement

Didactic (20-30 minutes) Interactive

Case Presentation #2 (30-40 minutes)

Clarifying questions (clinics, faculty)

Recommendations (round robin of teams if time)

Summary of discussion

5 minutes to fill out weekly survey

Post Clinic: recommendations sent to each presenting team

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Data Transparency: key indicators shown regularly during case presentations and displayed in clinics

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Measures—tracked at least monthly

Red indicates areas of overall improvement for participating sites

Outcome

1. Continuity

2. No shows

3.Patient

experience

Process1.Empanelment

2. Cycle time

3. % patients who say does not waste my time

Balance1.Colorectal screening

2.% DM in control (A1c >9)

3. % persistent asthma on controller

4. # of days to 3rd next available

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Increase in Colorectal Screening: Possible Reasons Why

(Average from 31% to 41% over 18 months)

Greater awareness of data—shown each week in case templates.

1. Focus over 18 months on empanelment, care team coordination creating better relationship with patients

3. QI skills of PDSA testing, process mapping, and using data to refine systems of patient outreach and follow up

4. Copycat Effect: As saw teams focused on colorectal screening, focused didactics to use colo-rectal screening as an example for variety of topics, including engaging patients, developing a business case etc..

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Weekly rhythm of teleECHO sessions helped drive quality improvement work into the daily and weekly workflow.

Making data visible: Embedding data (run charts) in weekly case templates helped create a culture of data transparency

QI skills (PDSA rapid cycle testing, process mapping etc..) seem to have become more embedded in work of staff.

Peer Learning: Importance of learning from other teams, hearing their struggles and what had tried

Some lessons learned

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Overall

1. We believe ECHO is useful for QI learning and creating communities of QI learners (still in testing phase)

Next wave of testers: HealthInsight, QIOs, and NY State Dept of Health

2. We hypothesize that the ECHO model will provide a dramatically more efficient, cost-effective, and engaging way to teach QI methods to teams spread across large distances, compared to traditional collaborative and webinar models of learning3. Joy of work: Well run ECHO projects create communities of practice where participants want to come because they feel connected, engaged, and part of the community (not unusual to hear ‘this is the best hour of my week)4. Promote a culture of continual learning: ECHO projects create learning loops where participants who like on-going learning thrive.

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How to Join an ECHO project near you

Go to http://echo.unm.edu/ Join an ECHO

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Moving Knowledge Instead of Patients

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ECHO Clinic

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HOTC Adult Presentation• Order Follow-up

• Update since presentation:• Process map done for Referral tracking

• Identified Gap in obtaining Scheduled date of referral/ diagnostic test (Still working on filling that gap)

• Have begun reporting % Completed for Diagnostic Tests and Referrals by Site and PCP monthly

• Working with Specialists- new relationships and opportunities for uninsured patients

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‘After’ Project ECHO• Video Vignette

• Continuing to use principles learned to test new Operational processes and new ideas

• Have a “ECHO Planning” Team that approves ‘new’ change ideas for testing. (Changes that may benefit multiple sites/programs, tie to Operational Plan, have baseline data and reasonable expectation of success

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Dashboard HOTC Adult (Kristin) ECHO Dashboard for Cherry_Heart as of January 21, 2017

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Alien Abduction Table Exercise54

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