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Michigan Primary Care Association Webinar
3/13/12



                Evaluating the integrated
                approach to chronic care
                     management


                                                         Ryan Kielbasa
                                                RyanKielbasa@CherryHealth.com
                                            Cherry Street Health Services
                                                        www.CherryHealth.org
Cherry Street Health Services
(CSHS)
   Not-for-profit 501(c)(3) federally qualified
    health center (FQHC)
   Established in 1988
   Based in Grand Rapids with health centers in
    Kent and Montcalm counties
   Served over 50,000 individuals in 2010
CSHS Merger
   On October 1, 2011 CSHS merged with two
    behavioral health organizations
     Touchstone Innovare
     Proaction Behavioral Health Alliance
Touchstone Innovare
   Private, non-profit, 501(c)(3) corporation
    formed in 1998
   Outpatient Services for individuals with serious
    psychiatric conditions:
     Psychiatry

     Therapy

     Case Management
     Psychosocial rehabiliation

   Served 2,900 clients in 2010
Proaction Behavioral Health
Alliance
   Private, non-profit 501(c)(3) corporation originally
    established in 1968 as Project Rehab
   Services:
     Residential treatment for correctional systems
     Outpatient counseling
     Substance use treatment
     Wellness & Prevention programs
     Employee Assistance Program

   Approximately 176,000 outpatient encounters and
    56,700 residential days per year
The new Cherry Street Health
Services
   Largest not-for-profit FQHC in Michigan
   Over 800 employees
   Now provides a wide array of services to the
    community
   New vision:
     “One person. One place. One Solution.”
     Focus on integration of
      physical, mental, and psychiatric care.
Heart of the City Health Center
   Hallmark of “One Person. One Place. One
    Solution” motto
   One location for all of a patient’s health needs
     Adult Medical Clinic
     Pediatric Clinic
     Vision Clinic
     Dental Clinic
     Counseling Center
     Case Management and Psychiatry
     Patient Services
     Patient Centered Health Home
Durham Clinic
   One of the seven different clinics located in the
    Heart of the City Health Center
   Opened October 3rd
   Integrated behavioral/medical health clinic
     Focus   is on erasing that distinction
   Using the Patient Centered Medical Home
    Model
     We   hope to become a certified PCMH
Durham Clinic – Mission
   Purpose –
        “To help individuals manager their chronic health
        conditions, so their conditions do not interfere
        with how they want to lead their lives”
Durham Clinic – Mission
Chronic Care

   Focus on chronic health conditions
     Any  health condition that requires continued
      follow-up treatment, adjustment, or review
     Designed to simultaneously address multiple
      chronic health conditions, some of which are
      psychiatric
     Integration across all chronic health conditions

     Behavioral/Physical - irrelevant
Durham Clinic – Mission
Patient Activation

   Get the patient involved in their health care
       An educated patient is an empowered patient
   Walking side-by-side
     No more “Do as I tell you” paradigm
     Stages of Change and Motivational Interviewing
           Changing how we view patient progress
                Stop thinking in terms of “resistance” and “non-compliance”
                Rather, patients are “pre-contemplative” or “under-activated”
         Recognizing that patients always do their best given their
          experiences and environments
         It is the provider’s task to help patients make different
          choices, to become informed and activated.
                Draws out intrinsic motivation, rather than pouring in
Durham Clinic – Mission
Lessen Impact of Illness

   Goal: Reduce symptoms, ameliorate illness
     But   this isn’t always 100% possible
   Freedom to live how they choose
     Minimize   hindrances from conditions
   From “managing the person” to “managing the
    illness”
Durham Clinic – Who we are
Our Patients

   A mix of clients from Touchstone and previous
    Cherry Street patients
   Total population will be around 600 patients
     Approx.    250 from Touchstone
       Serious mental illness
       Most with one or more comorbidities
       Transferred directly from case management team to
        Durham in October
            Most referred by case manager
     Approx.350 from existing CSHS patients and
     new referrals
Durham Clinic – Who We Are
   Clinical Staff
    2  Internal Medicine Physicians (1 FTE)
     1 Psychiatrist (0.5 FTE)

     6 Health Coaches

     1 Nurse

     1 Medical Assistant

     2 Case Managers
Durham Clinic – What We Do
Providers

   Provider Roles
       Physician, psychiatrist, nurse, medical assistant
           Similar to a regular practice with one exception:
           They practice within the framework of an integrated team
       Case Managers
           Goal planning
           Connect patient with community resources
           “Manage the illness, not the individual” framework
       Health Coaches
           Licensed social workers with Master’s of Social Work degrees
            (LMSW)
           Help patients to become informed and activated
           Provide primary interventions when appropriate
                 E.g. Counseling support
Durham Clinic – What We Do
Health Coaching

   Tools:
     Licensed    outpatient therapists
       CBT,   DBT, etc.
     Extensive  education in a multitude of chronic
      conditions (e.g. HTN, diabetes)
     Trained in Motivational Interviewing

   Work alongside the patient to gain insight into
    illness and develop strategies for positive
    change
Durham Clinic – What We Do
Coordination of Care

   Morning meetings
       All clinicians meet to discuss patients coming in that day
       Coordinated strategic planning
   One electronic health record
       Providers working together -> Chart becomes a
        complete, holistic view of medical history
   One treatment plan
       All conditions treated together
           The internist’s plan is the psychiatrist’s plan is the health
            coach’s plan…because they worked together to develop it
       No PCP gatekeeper or mandated hand-offs
           Everyone sees internist, health coach, nurse
       One person. One place. One solution.
Durham Clinic
Origins - IDT

   Development of Durham
     “Integrated   Development Team” (IDT)
       Pilotprogram
       “Mini-Durham”
       22 patients
       Smaller staff
       06/2010 – 10/2011
Evaluation
Origins – Pilot Study
   Pilot study design
       13 IDT patients
       Methods:
           Surveys
                 Patient activation, health status, symptoms, etc.
           Focus Groups
                 Staff
                 Patient
   Outcomes:
       Quantitative data (surveys) not yet analyzed
       Qualitative data showed us:
           Clinical improvements
           Study improvements
           Confirmed: We can do this. We need to do this.
CIT Evaluation
   Chronic Illness Treatment: An Integrated Approach
    (CIT) is:
        A quasi-experimental study design
        Set to last for three years
        Approved through the Michigan Department of Community
         Health Institutional Review board
   Three key questions:
    1.     Is it more effective to treat all of a person’s chronic
           health conditions together versus separately?
    2.     Does the integrated model incur less health care costs
           than treatment as usual?
    3.     Does health coaching for chronic health conditions
           increase treatment adherence?
CIT Evaluation
Methods - Participants
   Population
       All over 18 years of age
       One or more chronic health condition
       Patient at Durham Clinic or HOTC Adult Medical
           Both are Cherry Street clinics
   Sample
       600-1200 participants
           300-600 in treatment group (Durham)
           300-600 in comparison group (HOTC Adult)
       Race, ethnicity and gender of participants is expected to be representative of the
        current patient population
       Voluntary
           Patients do not need to participate in the study in order to receive care at either clinic.
            Participation in study does not affect care in any way.
   Data collection
       Health, claims, and survey data
       Survey data collected every 6 months
CIT Evaluation
Methods - Measures

   Health data
     Blood pressure (each visit)
     Body Mass Index (BMI) (each visit)
     Substance Use History (each visit)
     HbA1c (each physician visit – for participants with diabetes)
           Glycated Hemoglobin – Average amount of sugar in blood
            over last few months
       Lipid Panel (screen and annually)
         Total cholesterol
         LDL “bad cholesterol”
         HDL “good cholesterol”
         Triglycerides
CIT Evaluation
Methods - Measures

   Service Utilization data
     Frequency  and cost of services received during
      the study and 6 months prior
       Cherry Street, Touchstone, Proaction data
       Insurance claims data:
            Emergency department visits
            Hospital admissions (psychiatric and general)
            Number of no shows
            Length of inpatient stays
     Have    not began capturing this data yet
CIT Evaluation
Methods - Measures

   Survey Data
     English and Spanish versions
     Validated, industry standard questionnaires:
       PHQ-9  (Depression)
       GAD-7 (Anxiety)
       CGI-SCH (Psychosis)
       BPI (Pain)
       CAGE-AID (Substance use disorder)
       EQ-5D (Perceived Health Status)
       PAM-13 (Patient Activation)
CIT Evaluation
Methods - Measures

Patient Health Questionnaire
•                                             General Anxiety Disorder 7-
9-item (PHQ-9)                                item (GAD-7)
   Screen for depression as well                Originally to diagnose
    as monitor and assess                         GAD, but also works well as
    severity                                      screener for panic, social
   “Over the last 2 weeks how                    anxiety, and PTSD (Source:
                                                  PHQScreeners)
    often have you been bothered
    by any of the following                      “Over the last 2 weeks how
    problems?”                                    often have you been bothered
                                                  by any of the following
    •   Ex. “Little interest or pleasure in
        doing things”                             problems?”
           Not at all                            •   Ex. “Trouble relaxing”
           Several days                                 Not at all
           More than half the days                      Several days
           Nearly every day                             More than half the days
                                                         Nearly every day
CIT Evaluation
Methods - Measures

Clinical Global Impression
Scale – Schizophrenia (CGI-   Brief Pain Inventory (BPI)
SCH)
   Illness severity and         Chronic pain
    degree of improvement
    in schizophrenia             Assesses:
   Assesses symptom               Level  of pain
    groups
       Positive                   Relief from
       Negative                    treatment
       Cognitive                  Interference with
       Depressive
                                    activity
   Filled out by
    psychiatrist following
    clinical interview
CIT Evaluation
Methods - Measures

CAGE-AID                        EQ-5D

   Screen for alcohol and         Health outcome/health
    drug abuse                      status
   Four questions:                    Descriptive profile:
       Cut down use                       Mobility
       Annoyed by criticism               Self-Care
       Guilty about use                   Usual Activities
       Eye-opener                         Pain/Discomfort
   Widely validated for                   Anxiety/Depression
    identifying alcohol abuse          Patient’s perceived
       Score of 2+                     health state
       Eye-opener                         0-100 “thermometer”
CIT Evaluation
Methods - Measures

   Patient Activation Measure 13 Item (PAM-13)
     Knowledge, skill, and confidence of managing
      one’s own health (Patient Activation)
     Goes along with Stages of Change model

     13 statements
       “I
         know what each of my prescribed medications do”
       Four level Likert-type scale
                Disagree Strongly | Disagree | Agree | Agree Strongly
                N/A
CIT Evaluation
Methods - Analysis

   Data will be analyzed at the end of the 3 year
    data collection period
     Analysis   of variance (ANOVA)
       Group   x Time
Expected Results
  5                           •   If the Durham Clinic is
4.5                               successful, we will see a
  4                               significant interaction between
                                  group and time.
3.5
  3                           •   I.e. As time progresses, we
2.5                               expect to see the two groups
                  Treatment
  2                               differ in their outcomes –
1.5                               where positive outcomes are
                  Compariso
  1               n               greater in the treatment
                                  group.
0.5
  0                           •   Significant time effect likely
                                  since patients in both groups
             t6
             t1
             t2
             t3
             t4
             t5
      Baseline




                                  are getting some form of care.
                              •   Group effect unlikely – We do
                                  not anticipate that the groups
                                  will differ in their baseline
So what?
   If the data shows that Durham works: Expand!
     2ndfloor behavioral health wings
     Peds?

     And beyond…
Strengths and
Limitations/Challenges
Heart of the City Health Center
   Treatment/Comparison groups in same
    building
     Convenient!
       Comparison      group was initially off-site
     Lower   need for study staff
       Increased     recruitment potential
     Providers      work in both clinics
       Internists

     Patients   switching from one clinic to another
       Dropped      from study
Strengths and
Limitations/Challenges
Simultaneous Evaluation and Clinic development
 Growing pains – not everything goes as
  planned
     Serious   delays with the evaluation
   Logistics – not everything was planned
     Studywas designed before we moved into
      HOTC; difficult to plane where/how surveys would
      be administered, etc.
   Tailor evaluation to specifically measure target
    improvement areas
     Unbiased:  The study was designed before we
      knew our clinical strengths/weaknesses. Keeps
      us honest.
Strengths and
Limitations/Challenges
Merger and Organization
   Logistics
       Changing regulatory (e.g. IRB) documents
           Ti  Cherry Street
       Comparison site switch
           Delay
   Large pool of patients
       Durham not possible without it
   CSHS executive administration
       VERY open to progress and research
   Existing research department
       Durham study independent of research department but
        provided consultation and resources we otherwise wouldn’t
        have had
Evaluating the Integrated Approach to Chronic Care Management

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Evaluating the Integrated Approach to Chronic Care Management

  • 1. Michigan Primary Care Association Webinar 3/13/12 Evaluating the integrated approach to chronic care management Ryan Kielbasa RyanKielbasa@CherryHealth.com Cherry Street Health Services www.CherryHealth.org
  • 2. Cherry Street Health Services (CSHS)  Not-for-profit 501(c)(3) federally qualified health center (FQHC)  Established in 1988  Based in Grand Rapids with health centers in Kent and Montcalm counties  Served over 50,000 individuals in 2010
  • 3. CSHS Merger  On October 1, 2011 CSHS merged with two behavioral health organizations  Touchstone Innovare  Proaction Behavioral Health Alliance
  • 4. Touchstone Innovare  Private, non-profit, 501(c)(3) corporation formed in 1998  Outpatient Services for individuals with serious psychiatric conditions:  Psychiatry  Therapy  Case Management  Psychosocial rehabiliation  Served 2,900 clients in 2010
  • 5. Proaction Behavioral Health Alliance  Private, non-profit 501(c)(3) corporation originally established in 1968 as Project Rehab  Services:  Residential treatment for correctional systems  Outpatient counseling  Substance use treatment  Wellness & Prevention programs  Employee Assistance Program  Approximately 176,000 outpatient encounters and 56,700 residential days per year
  • 6. The new Cherry Street Health Services  Largest not-for-profit FQHC in Michigan  Over 800 employees  Now provides a wide array of services to the community  New vision:  “One person. One place. One Solution.”  Focus on integration of physical, mental, and psychiatric care.
  • 7. Heart of the City Health Center  Hallmark of “One Person. One Place. One Solution” motto  One location for all of a patient’s health needs  Adult Medical Clinic  Pediatric Clinic  Vision Clinic  Dental Clinic  Counseling Center  Case Management and Psychiatry  Patient Services  Patient Centered Health Home
  • 8. Durham Clinic  One of the seven different clinics located in the Heart of the City Health Center  Opened October 3rd  Integrated behavioral/medical health clinic  Focus is on erasing that distinction  Using the Patient Centered Medical Home Model  We hope to become a certified PCMH
  • 9. Durham Clinic – Mission  Purpose –  “To help individuals manager their chronic health conditions, so their conditions do not interfere with how they want to lead their lives”
  • 10. Durham Clinic – Mission Chronic Care  Focus on chronic health conditions  Any health condition that requires continued follow-up treatment, adjustment, or review  Designed to simultaneously address multiple chronic health conditions, some of which are psychiatric  Integration across all chronic health conditions  Behavioral/Physical - irrelevant
  • 11.
  • 12. Durham Clinic – Mission Patient Activation  Get the patient involved in their health care  An educated patient is an empowered patient  Walking side-by-side  No more “Do as I tell you” paradigm  Stages of Change and Motivational Interviewing  Changing how we view patient progress  Stop thinking in terms of “resistance” and “non-compliance”  Rather, patients are “pre-contemplative” or “under-activated”  Recognizing that patients always do their best given their experiences and environments  It is the provider’s task to help patients make different choices, to become informed and activated.  Draws out intrinsic motivation, rather than pouring in
  • 13. Durham Clinic – Mission Lessen Impact of Illness  Goal: Reduce symptoms, ameliorate illness  But this isn’t always 100% possible  Freedom to live how they choose  Minimize hindrances from conditions  From “managing the person” to “managing the illness”
  • 14. Durham Clinic – Who we are Our Patients  A mix of clients from Touchstone and previous Cherry Street patients  Total population will be around 600 patients  Approx. 250 from Touchstone  Serious mental illness  Most with one or more comorbidities  Transferred directly from case management team to Durham in October  Most referred by case manager  Approx.350 from existing CSHS patients and new referrals
  • 15. Durham Clinic – Who We Are  Clinical Staff 2 Internal Medicine Physicians (1 FTE)  1 Psychiatrist (0.5 FTE)  6 Health Coaches  1 Nurse  1 Medical Assistant  2 Case Managers
  • 16. Durham Clinic – What We Do Providers  Provider Roles  Physician, psychiatrist, nurse, medical assistant  Similar to a regular practice with one exception:  They practice within the framework of an integrated team  Case Managers  Goal planning  Connect patient with community resources  “Manage the illness, not the individual” framework  Health Coaches  Licensed social workers with Master’s of Social Work degrees (LMSW)  Help patients to become informed and activated  Provide primary interventions when appropriate  E.g. Counseling support
  • 17. Durham Clinic – What We Do Health Coaching  Tools:  Licensed outpatient therapists  CBT, DBT, etc.  Extensive education in a multitude of chronic conditions (e.g. HTN, diabetes)  Trained in Motivational Interviewing  Work alongside the patient to gain insight into illness and develop strategies for positive change
  • 18. Durham Clinic – What We Do Coordination of Care  Morning meetings  All clinicians meet to discuss patients coming in that day  Coordinated strategic planning  One electronic health record  Providers working together -> Chart becomes a complete, holistic view of medical history  One treatment plan  All conditions treated together  The internist’s plan is the psychiatrist’s plan is the health coach’s plan…because they worked together to develop it  No PCP gatekeeper or mandated hand-offs  Everyone sees internist, health coach, nurse  One person. One place. One solution.
  • 19. Durham Clinic Origins - IDT  Development of Durham  “Integrated Development Team” (IDT)  Pilotprogram  “Mini-Durham”  22 patients  Smaller staff  06/2010 – 10/2011
  • 20. Evaluation Origins – Pilot Study  Pilot study design  13 IDT patients  Methods:  Surveys  Patient activation, health status, symptoms, etc.  Focus Groups  Staff  Patient  Outcomes:  Quantitative data (surveys) not yet analyzed  Qualitative data showed us:  Clinical improvements  Study improvements  Confirmed: We can do this. We need to do this.
  • 21. CIT Evaluation  Chronic Illness Treatment: An Integrated Approach (CIT) is:  A quasi-experimental study design  Set to last for three years  Approved through the Michigan Department of Community Health Institutional Review board  Three key questions: 1. Is it more effective to treat all of a person’s chronic health conditions together versus separately? 2. Does the integrated model incur less health care costs than treatment as usual? 3. Does health coaching for chronic health conditions increase treatment adherence?
  • 22. CIT Evaluation Methods - Participants  Population  All over 18 years of age  One or more chronic health condition  Patient at Durham Clinic or HOTC Adult Medical  Both are Cherry Street clinics  Sample  600-1200 participants  300-600 in treatment group (Durham)  300-600 in comparison group (HOTC Adult)  Race, ethnicity and gender of participants is expected to be representative of the current patient population  Voluntary  Patients do not need to participate in the study in order to receive care at either clinic. Participation in study does not affect care in any way.  Data collection  Health, claims, and survey data  Survey data collected every 6 months
  • 23. CIT Evaluation Methods - Measures  Health data  Blood pressure (each visit)  Body Mass Index (BMI) (each visit)  Substance Use History (each visit)  HbA1c (each physician visit – for participants with diabetes)  Glycated Hemoglobin – Average amount of sugar in blood over last few months  Lipid Panel (screen and annually)  Total cholesterol  LDL “bad cholesterol”  HDL “good cholesterol”  Triglycerides
  • 24. CIT Evaluation Methods - Measures  Service Utilization data  Frequency and cost of services received during the study and 6 months prior  Cherry Street, Touchstone, Proaction data  Insurance claims data:  Emergency department visits  Hospital admissions (psychiatric and general)  Number of no shows  Length of inpatient stays  Have not began capturing this data yet
  • 25. CIT Evaluation Methods - Measures  Survey Data  English and Spanish versions  Validated, industry standard questionnaires:  PHQ-9 (Depression)  GAD-7 (Anxiety)  CGI-SCH (Psychosis)  BPI (Pain)  CAGE-AID (Substance use disorder)  EQ-5D (Perceived Health Status)  PAM-13 (Patient Activation)
  • 26. CIT Evaluation Methods - Measures Patient Health Questionnaire • General Anxiety Disorder 7- 9-item (PHQ-9) item (GAD-7)  Screen for depression as well  Originally to diagnose as monitor and assess GAD, but also works well as severity screener for panic, social  “Over the last 2 weeks how anxiety, and PTSD (Source: PHQScreeners) often have you been bothered by any of the following  “Over the last 2 weeks how problems?” often have you been bothered by any of the following • Ex. “Little interest or pleasure in doing things” problems?”  Not at all • Ex. “Trouble relaxing”  Several days  Not at all  More than half the days  Several days  Nearly every day  More than half the days  Nearly every day
  • 27. CIT Evaluation Methods - Measures Clinical Global Impression Scale – Schizophrenia (CGI- Brief Pain Inventory (BPI) SCH)  Illness severity and  Chronic pain degree of improvement in schizophrenia  Assesses:  Assesses symptom  Level of pain groups  Positive  Relief from  Negative treatment  Cognitive  Interference with  Depressive activity  Filled out by psychiatrist following clinical interview
  • 28. CIT Evaluation Methods - Measures CAGE-AID EQ-5D  Screen for alcohol and  Health outcome/health drug abuse status  Four questions:  Descriptive profile:  Cut down use  Mobility  Annoyed by criticism  Self-Care  Guilty about use  Usual Activities  Eye-opener  Pain/Discomfort  Widely validated for  Anxiety/Depression identifying alcohol abuse  Patient’s perceived  Score of 2+ health state  Eye-opener  0-100 “thermometer”
  • 29. CIT Evaluation Methods - Measures  Patient Activation Measure 13 Item (PAM-13)  Knowledge, skill, and confidence of managing one’s own health (Patient Activation)  Goes along with Stages of Change model  13 statements  “I know what each of my prescribed medications do”  Four level Likert-type scale  Disagree Strongly | Disagree | Agree | Agree Strongly  N/A
  • 30. CIT Evaluation Methods - Analysis  Data will be analyzed at the end of the 3 year data collection period  Analysis of variance (ANOVA)  Group x Time
  • 31. Expected Results 5 • If the Durham Clinic is 4.5 successful, we will see a 4 significant interaction between group and time. 3.5 3 • I.e. As time progresses, we 2.5 expect to see the two groups Treatment 2 differ in their outcomes – 1.5 where positive outcomes are Compariso 1 n greater in the treatment group. 0.5 0 • Significant time effect likely since patients in both groups t6 t1 t2 t3 t4 t5 Baseline are getting some form of care. • Group effect unlikely – We do not anticipate that the groups will differ in their baseline
  • 32. So what?  If the data shows that Durham works: Expand!  2ndfloor behavioral health wings  Peds?  And beyond…
  • 33. Strengths and Limitations/Challenges Heart of the City Health Center  Treatment/Comparison groups in same building  Convenient!  Comparison group was initially off-site  Lower need for study staff  Increased recruitment potential  Providers work in both clinics  Internists  Patients switching from one clinic to another  Dropped from study
  • 34. Strengths and Limitations/Challenges Simultaneous Evaluation and Clinic development  Growing pains – not everything goes as planned  Serious delays with the evaluation  Logistics – not everything was planned  Studywas designed before we moved into HOTC; difficult to plane where/how surveys would be administered, etc.  Tailor evaluation to specifically measure target improvement areas  Unbiased: The study was designed before we knew our clinical strengths/weaknesses. Keeps us honest.
  • 35. Strengths and Limitations/Challenges Merger and Organization  Logistics  Changing regulatory (e.g. IRB) documents  Ti  Cherry Street  Comparison site switch  Delay  Large pool of patients  Durham not possible without it  CSHS executive administration  VERY open to progress and research  Existing research department  Durham study independent of research department but provided consultation and resources we otherwise wouldn’t have had

Editor's Notes

  1. Hallmark of Merger
  2. Very familiar graphic
  3. HbA1c – Glycated hemoglobin