iHT² Health IT Summit Atlanta 2014 - Case Study "Carilion Clinic’s Journey with Population Health Management and Health IT" with Stephen Morgan, M.D., SVP, CMIO, Carilion Clinic
Stephen Morgan, M.D.
Senior Vice President, Chief Medical Information Officer
Carilion Clinic
iHT2 case studies and presentations illustrate challenges, successes and various factors in the outcomes of numerous types of health IT implementations. They are interactive and dynamic sessions providing opportunity for dialogue, debate and exchanging ideas and best practices. This session will be presented by a thought leader in the provider, payer or government space.
Similar a iHT² Health IT Summit Atlanta 2014 - Case Study "Carilion Clinic’s Journey with Population Health Management and Health IT" with Stephen Morgan, M.D., SVP, CMIO, Carilion Clinic
Similar a iHT² Health IT Summit Atlanta 2014 - Case Study "Carilion Clinic’s Journey with Population Health Management and Health IT" with Stephen Morgan, M.D., SVP, CMIO, Carilion Clinic (20)
Measures of Dispersion and Variability: Range, QD, AD and SD
iHT² Health IT Summit Atlanta 2014 - Case Study "Carilion Clinic’s Journey with Population Health Management and Health IT" with Stephen Morgan, M.D., SVP, CMIO, Carilion Clinic
1. 1
Carilion Clinic’s Journey with
Population Health Management
and Health IT
April 16, 2014
Stephen A. Morgan, M.D.
Chief Medical Information Officer
Senior Vice President
Carilion Clinic
4. 44
Carilion Clinic continues to be the premier
healthcare delivery system in western Virginia
• Accountable medical group with approximately
• 600 physicians,
• 150 advanced care practitioners
• 300 affiliated physicians.
• 850,000 primary care visits and 50,000 urgent care visits
• Full or partial interests in eight hospitals
• Full range of services and an active GME program
• 56 percent inpatient market share in total service area
• More than twice that of nearest competitor (HCA)
• Health plan
• Medicaid HMO
• The Market
• 85% FFS
• Dominant payor with 70% market share
5. 5
Carilion Clinic
• Mission: Improve the Health of the
Communities We Serve
• Vision 2017: We are committed to a
Common Purpose of Better Patient
Care, Better Community Health and Lower
Cost
6. 6
Building Blocks of our Success
• Physician leadership
• Technology
• EHR – Epic
• Data Analytics – Premier , IBM , Verisk
• Patient Engagement
• Partnerships
• Payers – Aetna
• Service Providers
• Provider Engagement
7. 77
What Drove Us To Transform?
• Rising health care costs
• External pressures – ACA, payment change
• Unstable economy
• Changes in consumer demand
• Advances in technology
• Generational differences in physician work/life
balance
• Working “to license” – team based
• Workforce shortages
9. 9
Our National Spend
Average Healthcare Spending per Capita,1980–2009
Adjusted for differences in cost of living
Source: OECD Health Data 2011 (June 2011).
Dollars
THE
COMMONWEALTH
FUND
10. 10
•Life expectancy improved by 3 years
•Years with disability increased
•US fell from 14th to 26th compared to
other nations.
•Leading cause for premature deaths
include
•CVD
•Lung Cancer
•CVA
•Leading cause of Disabilities
•Back Pain
•Musculoskeletal issues
•Depression / Anxiety
Value?
11. 11
Demographic Trends
• 1/3 US population – Baby Boomers
• 10,000 people a day reach 65
• 1 in 10 Baby Boomers is managing multiple
chronic illnesses; by 2030:
• 1 in 4 have diabetes
• 1 in 2 have arthritis
• 1 in 2.5 will be obese
• Treatment of patients with co-morbities cost 7 x
those without chronic illness
• 2/3 Medicare spending - 5 or more chronic
conditions
13. 1313
Challenges with Today’s Care
• Healthcare costs growing; burden to business
• Overuse; volume “treadmill”
• Inconsistent care; fragmentation
• Lack of coordination
• Payment model at odds with countering rising
costs
• Data issues
14. 1414
The Response Payment Reform
• To optimize the healthcare dollar and improve health
outcomes, both government and private payers are
(gradually) shifting from volume-based reimbursement to
value-based reimbursement
• Fee For Service
• Shared Savings
• Global Risk
• P4P
• Value Base Purchasing
• Readmission Penalties
• Bundled Payments
• MSSP
• ACO Arrangements
15. 1515
Population Health 101
• In order to move from volume to value,
and accept more risk, you must
understand the patient population.
• Define – Who am I responsible for?
• Measure – standard metrics
• Analyze – understand risk
• Improve – what interventions
• Control – Create accountability
16. 1616
Key Considerations
• Able to manage risk
• Integration
• Engaged physician leadership
• Culture shift
• Effective HIT and data management
• Time to change – pace
18. 1818
Our Strategic Path
Since becoming a Clinic- 2006
• Developed a multi-specialty medical group
• Physician leadership
• Substantial quality, safety, and process improvements
• Implemented EPIC enterprise-wide
• Constructed Riverside campus
• Opened a medical school in partnership with VT
• Implemented medical homes in all primary care sites
• Created MajestaCare, partnered with Aetna for
accountable care, MSSP (risk arrangements)
• Built a culture of collaboration and team work
19. 1919
Our Initial Areas of Focus
• Population Health
• PCMH
• Care coordination for high-risk and high-
frequency patients
• Wellness, prevention, Choosing Wisely
• Transformation work
• Payment reform
• Provider Engagement
• Health IT / Data
21. 21
Carilion Clinic: PCMH Today
Total Program Sites: 35
• Family Medicine - 29
• Internal Medicine - 4
• Pediatrics - 2
Recognition Status
• Level 3 Recognition – 27
Panel Size: 200,000
• 77% of Department Patients
Providers: 136
• Physicians - 106
• ACPs - 30
Care Coordinators
• Budgeted Positions: 22 FTEs
22. 22
System PHM Initiatives
• Transformation Oversight Committee
• Oversees work of committees in 3 areas:
• Care Integration
• Informatics
• Finances/Contracting
• Initial focus on COPD
• Led by Chief Strategy Officer
23. 2323
What is PHM and It’s Purpose?
• Definition: The coordination of care delivery across a population
to improve outcomes through disease management, care
management, and demand management
• Goal: To improve outcomes and reduce utilization for patient
populations with clinical and financial risk
• „Populations‟ are identified through community need
assessments, clinical risk registries
24. 2424
System PHM Initiatives
24
Program Focus Areas Patient Risk Levels
Area 2: High Utilization
Management
Area 1: Disease-Focused
Ambulatory Case Management
Area 3: Ambulatory Quality /
Pay for Performance (P4P)
Behavioral Health / Psycho-social
Sickest and/or highest-utilizing 5-10%
Rising-risk 40-50%
Low risk 45-55%
Advanced
CHF, COPD, IHD, DM, asthma, cancer, psychosoci
al problems
Patients with less severe chronic illnesses or
behaviors that significant elevate morbidity
or mortality risks;
HTN, DM, hyperlipidemia, tobacco
use, obesity
Patients without medical
problems; focus on
prevention, wellness, and
connectivity to health system
Patient
engagement, Extensivists, palliative
care, transitions of care protocols
Patient engagement, care
coordination, Extensivists, transitions of
care protocols
Cancer
screening, BP, lipid, A1c
, etc.; various patient
engagement and
contact components
25. 25
System PHM Initiatives
Program Infrastructure Areas 1 and 2: Disease-Focused
Ambulatory Case Management
and High Utilization Management
Area 3: Ambulatory Quality / Pay
for Performance (P4P)
INFORMATION & GUIDES
Data Analytics and Reporting
Clinical Protocols and Pathways
CULTURE CHANGE & ENGAGEMENT
Patient Education and Engagement
Organizational Change Management (Provider
and Staff Training and Engagement)
TOOLS & RESOURCES
Point-of-Care Decision Support
Centralized Patient Outreach
EHR Care Plans
Extensivist Team
Palliative Care and Hospice
Home Health
29. 29
Physician Compensation
• Moving from Volume to Value
• Major Components:
• Personal RVUs (~ 85%)
• ACP oversight (RVUs) (~ 5%)
• Performance metrics (~ 10%)
• Panel size
• Quality metrics
• Expense management
30. 3030
Care Integration
• Sub-Group of Transformation Oversight
• Oversight of integrated projects
• Representatives from all departments
• Education for first year
• Payment reform
• Understanding our data / opportunities
• Process improvement
• Transitions of care
• Employed providers
31. 3131
Working with Community
Providers
• Education
• Involvement of medical directors with LOS
committee
• Data sharing and transparency
• Involvement in decision making
• EMR
• Joint leadership and affiliation
33. 3333
“Health IT is essential not only to
accountable care organizations (ACO)
but also healthcare in general”
Kathleen Sebelius, MPA,
Secretary of the U.S. Department of Health & Human Services
34. 3434
Population Health Management
• Fundamental to every major healthcare
reform initiative today
• Patient-Centered Medical Home
• Accountable Care Organization
• EHRs alone are not sufficient to manage
populations effectively
• Provider groups and health systems that
automate the spectrum of population health
functions will be best positioned to succeed
36. 3636
Healthcare IT and ACOs
The Critical List
• Population identification - attribution
• Identification of care gaps – Decision Support
• Risk Stratification
• Cross Continuum Care management
• Quality and Outcomes measurement
• Patient engagement
• Telemedicine
• Mixing claims and clinical data
• Predictive modeling
• Clinical information exchange
43. 4343
Gaps in Care Patient Lists
Number of
members
Percent of
members
HbA1c Determination 686 92.7%
LDL-C Screening 610 82.4%
Nephropathy Screening 446 60.3%
NETWORK_NO NETWORKNAME1 PCP PCPNAME
MEMBER_ALT_I
D MEMBER_NAME HBA1C LDL_C NEPHROPATHY
Measurement_Peri
od_Members
7000000CARILION
0001000002
7 LAZO, M.D., ROBERT L. 8565173911 CAROL WHITAKER 1 1 1 1
7000000CARILION
0001000002
7 LAZO, M.D., ROBERT L. 8728319211 NANCY STAMPER 1 1 0 1
7000000CARILION
0001000010
4 HORNEY, M.D., WAYNE D. 8320176601 DEXTER SLUSHER 1 1 0 1
7000000CARILION
0001000010
4 HORNEY, M.D., WAYNE D. 8334701741 HAWTHORNE STUART 1 1 1 1
7000000CARILION
0001000010
4 HORNEY, M.D., WAYNE D. 8347362421 INA MARTIN 1 1 0 1
7000000CARILION
0001000010
4 HORNEY, M.D., WAYNE D. 8355332541 DOROTHY BOLT 0 1 0
7000000CARILION
0001000010
4 HORNEY, M.D., WAYNE D. 8495612601 SIDNEY WEBB 1 1 0 1
7000000CARILION
0001000010
4 HORNEY, M.D., WAYNE D. 8529433351 SHIRLEY CONNER 1 1 1 1
7000000CARILION
0001000010
4 HORNEY, M.D., WAYNE D. 8571966511 CURTIS TURNER 1 1 1 1
7000000CARILION
0001000010
4 HORNEY, M.D., WAYNE D. 8592308431 CURTIS TURNER 1 1 0 1
44. 4444
Care Plans Across the Continuum
• Developed a disease management section
in the EMR navigator
• High risk patients flagged
• Using problem lists and linked episodes
• Viewed by IP, AMB, and ED.
60. 6161
Carilion Patient Centered
Medical Home Outcomes
Comparative Clinical Performance
Measures: 2009-2012
Q-4
2009
Q-2
2012
Percent
Change (%)
1. Body Mass Index (BMI) Measured for
Patients <18 Years of Age 39.5% 92.9% 135.2%
2. Pneumococcal Vaccination for Patients
>65 Years of Age 74.2% 79.0% 6.5%
3. Breast Screening for Female Patients
40-69 Years of Age 56.2% 66.8% 18.9%
5. A1c Testing for Diabetics 18-75 Years of
Age 85.2% 91.9% 7.9%
6. Persistent Asthmatics with Controller
Medications Prescribed 86.2% 93.1% 8.0%
7. Diabetics with Blood Pressure
Controlled at <140 SBP / 90 DBP 68.4% 72.2% 5.6%
8. Hypertensive Patients with Blood
Pressure Controlled at <140 SBP / 90
DBP 64.6% 67.6% 4.6%
Source: 70,000 patient study in 20 Carilion mature medical homes during the
period 2009 – 2012; "The Impact of the Patient-Centered Medical Home on
Hypertension."
63. 6565
Is it Easy?
• Costly
• HIT steep learning curve
• Disrupted relationships
• Staff felt disengaged
• Leadership turnover
• Staff felt disengaged
• Management in new territory
• Support systems not ready for change
64. 66
Key IT Drivers
• Physician Leadership and engagement
• A seat at the table
• CMO, CSO, CMIO, Department Chairs
• Culture matters a lot !!
• Information Technology
• Develop your roadmap – First things first
• EMR integration
• Telemedicine
• Patient portals / patient engagement
• Build your ability to analyze and display data
• Data Warehouse (Buy or build?)