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Panel Management — Update and Future Directions Robert Unitan, MD, Kaiser Permanente Northwest Brian J. Lee, MD, Kaiser Permanente Hawaii

Panel Management — Update and Future Directions Robert Unitan, MD, Kaiser Permanente Northwest Brian J. Lee, MD, Kaiser Permanente Hawaii

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Page 1: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

Panel Management — Update and Future Directions

Robert Unitan, MD, Kaiser Permanente NorthwestBrian J. Lee, MD, Kaiser Permanente Hawaii

Page 2: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 2

The 1:1 visit alone leaves primary care unsustainable

– Donald Berwick, MD

We Need to Do Things Differently….

Page 3: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 3

Goals of Total Panel Ownership

To use evidence-based medicine to improve the health of the members we serve.

To support primary care physicians and health care teams by providing them with population care management tools and help them organize their work around KP's national priorities.

Page 4: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 4

Enterprise Data Warehouse (EDW)

Claims

Membership

Ancillary

PCMCapabilities

Leverage data from KP HealthConnect to provide the backbone for panel management capabilities

Panel Management and KP HealthConnect

Page 5: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 5

Panel Ownership and Complete Care

Page 6: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 6

Specific Treatment Recommendations

Page 7: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 7

All PST Data is Refreshed Nightly

Page 8: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 8

Birthday Outreach for All Members

Page 9: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 9

Sort by Contact Modality or Utilization

Page 10: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 10

Monthly Performance Feedback

Page 11: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 11

KPNW DM Screening—2007

HEDIS Effectiveness of Care Measure

Q4 2006 2006 HEDIS 90th Percentile

Q4 2007

DM HBA1c

Screening90.8% 92.7% 93.5%

DM LDL

Screening85.4% 85.4% 90.9%

DM Retinopathy

Screening69.6% 69.3% 75.3%

DM Nephropathy

Screening89.4% 91.2% 92.6%

Page 12: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 12

A.L.L. for DM and CVD (n=45K)

Q4 2006 Target Q4 2007

ASA + Statin + Lisinopril

47.3% 50.8% 55.7%

Page 13: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 13

Page 14: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 14

Single Sign-On

2

Panel Support Tool Integration

Able to

print

Page 15: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 15

Lessons Learned

Tool Development Rapid Iterative process valuable Small group that is responsible for

development, quick decisions Operational

Don’t underestimate the human factors on change—it’s only a tool

Investing in your end-users Training User feedback

Page 16: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

Panel Management— Update and Future Directions

PART 2Brian J. Lee, MD

Kaiser Permanente Hawaii

Page 17: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 17

Primary Care —Panel Management

Specialty Care — Panel Management

Primary Care — Population Management

Specialty Care — Population Management

Types of High-Level Care

Page 18: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 18

Twelve PCPs, Twelve Panels

Page 19: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 19

Twelve PCPs, Twelve Panels . . . Add a Disease

Red=referred Orange=unreferred

Page 20: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 20

Twelve PCPs, Twelve Panels. . . and a Specialist

Page 21: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 21

Population Management—CKD at KPHI

Seeing Nephrologist—1,000

Kidney disease—15,000

Member population—210,000

Page 22: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 22

Panel Management vs. Population Management

Page 23: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 23

Who Needs to See a Specialist?

Those whose risk, due to a particular disease, can be substantially better managed by a specialist than a generalist.

Page 24: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 24

A Change in How We Think About Referral

Specialists can judge better (vs. generalists) whom should be referred

Specialists should be more “hands-on” in deciding who makes up the subpopulation that they should be seeing

Specialists should recruit high-risk referrals, block inappropriate referrals, and send back low-risk patients to Primary Care

Page 25: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 25

Panel Management vs. Population Management

Page 26: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 26

Population Management

Active Management of Referrals Development of evidence base to stratify risk Solicitation of high-risk referrals Returning low-risk referrals to Primary Care

Monitor for systemic deficiencies in care Intervention without requiring referral

Page 27: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 27

Population Management—Needs

Identification of need in relation to a specialty Dedicated specialist and support of department Buy in from Primary Care Time to Develop/Adapt System Population Management Tool

Page 28: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 28

Identification of Need

Cardiologist—Are PCPs managing CHF on their own and if so, correctly?

Rheumatologist—are PCPs using allopurinol for patients with frequent gout attacks?

Vascular Surgeon—are there unreferred patients with large aortic aneurysms?

Can look at any lab/report, identify the extremes in the population, and determine need

Page 29: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 29

Population Management—Needs

Identification of need in relation to a specialty Dedicated specialist and support of department Buy in from Primary Care Time to Develop/Adapt System Population Management Tool

Page 30: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 30

Population Management Tool—Major Elements

Regular access to updated data Stratification and sorting of patients Patient-centric view Ability to review case in detail (EMR) Capacity to annotate

Integration of new data and permanent data

Message generator

Page 31: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 31

Population Management Tool—Major Elements

Color coding of both Data Elements and Individual Patient Cards

“Alert” capability—warning system for acute disease, and worsening chronic disease

“Submerge” capability—hide patient cards for a specified period of time

Capability to generate statistics

Page 32: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 32

Population Management Tool—Major Elements

Real-Time Lab Data Web based

Page 33: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 33

Renal Population Management System

Nephrology assumes “ownership” of CKD population

Potential high-risk patients identified and examined in detail using KP HealthConnect

E-consults used as KP HealthConnect messages to PCPs

The e-consults are followed up Low risk referrals are returned to PCPs

Page 34: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 34

Renal Population Management System

Page 35: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 35

Population Management of CKD—Outcomes

Prevents Late Referral Improves Preparation for Dialysis Prevents Unnecessary Referral Improves Screening Rates Lowers rate of End Stage Renal Disease

Page 36: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

Late Referral (<4 Months Prior to ESRD)

0%

5%

10%

15%

20%

25%

30%

35%

40%

KPHI 2004 KPHI 2005 KPHI 2006 KPHI 2007

Pe

rce

nt

La

te KPHI 2004

KPHI 2005

KPHI 2006

KPHI 2007

Page 37: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

Fistula Present, Start of Hemodialysis

0%

10%

20%

30%

40%

50%

60%

2004 2005 2006 2007

Year

Pe

rce

nt

Fis tulas Present

Page 38: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii
Page 39: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii
Page 40: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii
Page 41: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 41

Population Management of CKD—Anecdotal or Pending Outcomes

PCP education PCP satisfaction with Specialty Support Cost containment

Page 42: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

© Copyright Kaiser Permanente, 2008 | For Internal Use Only National Quality & Brand Conference | Page 42

To Sum Up—Why Should a Specialist Attempt to Manage a Population of Disease?

We’re all in this together, PCPs and Specialists Can make a huge impact on quality and cost Education of our colleagues can occur in an

unusually direct and powerful way Because now, it can be done

Page 43: Panel Management — Update and Future Directions  Robert Unitan, MD, Kaiser Permanente Northwest  Brian J. Lee, MD, Kaiser Permanente Hawaii

Thank you

Questions and Discussion