critical pathways to improved care for serious illness
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Critical Pathways to Improving Care for
Serious Illness
Roundtable Discussion on Care Model FrameworkMarch 10, 2017
Petrie-Flom/ C-TAC Project on Advanced Care and Health Policy
Funded by the Gordon and Betty Moore Foundation
Petrie-Flom / C-TAC Project on
Advanced Care and Health Policy Collaboration between C-TAC and the Petrie-Flom Center for
Health Law Policy, Biotechnology, and Bioethics at Harvard Law School
Launched in 2016 to “foster development of improved models of care for individuals with serious advanced illness nearing end-of-life, and to apply interdisciplinary analysis to important health law and policy issues raised by adoption of new person-centered approaches to care for this growing population”
C-TAC thanks Petrie-Flom and project partners:
Healthsperien
The Betty Irene Moore School of Nursing at UC Davis
The Center to Advance Palliative Care (CAPC)
Kathleen Kerr
Gordon & Betty Moore Foundation
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 2
Project Objectives
Develop a flexible serious illness care model implementation framework within a 6-months timeframe
Framework establishes the context for how consideration of evidence fits into the design of a serious illness program
Framework should identify common program elements but recognize the need for local variation in program design and implementation related to factors like payment model, internal capabilities, care setting, etc.
Framework purpose:
Inform serious illness program development, replication, and scaling
Integrate with care model payment design
Inform care model Proforma simulator development
Inform other aspects of design and development such as policy, standardized measurements, and regulatory analysis
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 3
Framework Objectives
Understand the range of population needs
Identify promising solutions
Elevate core care outcomes
Analyze implementation considerations
Evaluate evidence
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 4
Today’s
Session
Next
Steps
Agenda 10:30-10:50am, Introduction and Overview
10:55-11:00am, Why Develop an Implementation Framework?
11:00-11:30am, Discussion of Current Programs and White Papers
11:30-11:50am, Serious Illness Care Model Framework Objectives
11:50am-12:00, Audience Q&A
12:00-12:30pm, Lunch/Networking
12:30-2:00pm, Discussion of Serious Illness Care Model
Overarching Model
Population
Solutions
Goals
Next Phase of Work: Implementation Roadmap Design
2:00-2:30pm, Conclusion and Q&A
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 5
Convening Session Panelists
Panelists
Namita Ahuja MD, Sr. Medical Director, Medicare, UPMC Health Plan; Clinical Assistant Professor of Medicine, University of Pittsburgh
K. Eric De Jonge MD, Director of Geriatrics at MedStarWashington Hospital Center; Associate Professor of Medicine, Georgetown University School of Medicine
Timothy Ferris MD, MPH, Senior Vice President of Population Health Management, Partners HealthCare and Mass General Hospital
Muriel Gillick MD, Director, Program in Aging, Harvard Pilgrim Health Care Institute and Professor of Population Medicine, Harvard Medical School
Anna Gosline SM, Senior Director of Health Policy and Strategic Initiatives, Blue Cross Blue Shield of Massachusetts
Lauran Hardin MSN, RN-BC, CNL, Senior Director Cross Continuum Transformation, National Center for Complex Health and Social Needs, Camden Coalition of Healthcare Providers
Emma Hoo, Director, Pacific Business Group on Health
Sally Okun RN, MMHS, Vice President, Advocacy, Policy, and Patient Safety, PatientsLikeMe
Russell Portenoy MD, Chief Medical Officer, MJHS Hospice and Palliative Care; Executive Director, MJHS Institute for Innovation in Palliative Care; Professor of Neurology and Family and Social Medicine, Albert Einstein College of Medicine
Monique Reese DNP, ARNP, FNP-C, ACHPN, Chief Clinical Officer, Sutter Care at Home
Jennifer Valenzuela MSW, MPH, Principal of Program Department, HealthLeads
Project Partners
Robin Whitney PhD, Assistant Professor, University of California San Francisco School of Medicine*
Kathleen Kerr, Healthcare Consultant, Kerr Healthcare Analytics*
Allison Silvers MBA, Vice President, Payment and Policy, Center to Advance Palliative Care (CAPC)*
Janice Bell PhD, MPH, MN, Associate Professor at the Betty Irene Moore School of Nursing, University of California, Davis
C-TAC and Healthsperien
Tom Koutsoumpas, Co-Founder and Co-Chair, Coalition to Transform Advanced Care (C-TAC)*
Khue Nguyen PharmD, Chief Operating Officer, C-TAC Innovations*
Gary Bacher JD, MPA, Founding Member of Healthsperien, Co-Director, Smarter Healthcare Coalition*
Mark Sterling JD, MPP, Senior Fellow, Project on Advanced Care and Health Policy, Petrie-Flom Center at Harvard Law School; Chief Strategy Officer, C-TAC Innovations*
Jon Broyles MS, Executive Director, C-TAC
Theresa Schmidt MA, PMP, Vice President of Strategy, Healthsperien; Director of Data and Quality, National Partnership for Hospice Innovation
Brad Stuart MD, Chief Medical Officer, C-TAC
David Longnecker MD, Chief Clinical Innovations Officer, C-TAC
Nick Martin Director, Communications & Outreach, C-TAC
Sibel Ozcelik ML, MS, Research and Implementation Coordinator, C-TAC
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 6
*March 10 Presenters
Opportunity:From Innovation to Implementation
Where do you start?
Which care model do you use?
How does your effort relate to others?
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 7
Serious Illness Landscape
White Papers & Care Models
UC Davis School of Nursing, Kathleen Kerr, CAPC
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 8
Serious Illness Care: an Overview of Existing FrameworksROBIN L. WHITNEY, PHD, RN
White Paper Scan
Organizations Terminology Identification Components
Providers OutcomesPayment Models
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS10
White Paper Author OrganizationsCoalition to Transform Advanced Care (C-TAC)
Health Care Transformation Task Force (HCTTF)
Center to Advance Palliative Care (CAPC)
Common Practice
Institute for Healthcare Improvement (IHI)
The Conversation Project (TCP)
RAND Health
American Hospital Association (AHA)
National Academy of Social Insurance
National Consensus Project for Palliative Care
SeniorBridge
Agency for Healthcare Quality and Research (AHRQ)
Mathematica
Robert Wood Johnson Foundation (RWJF)
Center for Health Care Strategies
Health Industry Forum
National Academy of Medicine
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS11
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS12
Terminology
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS13
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS14
Patient Identification
Expert Opinion
Quantitative Algorithm
Optimal
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS15
Common Triggering CriteriaAdvanced Cancer
DementiaDiagnoses
Serious Mental Illness
Cognitive ImpairmentBehavioral Health
Assistance with ADLs
Caregiver BurdenFunctional Impairments
Poverty
Access to CareSocial Vulnerability
Palliative Care
HospicePrognosis
Prior Use and Costs
Risk Screening: “Would you be surprised?”Risk
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS16
Program Components
Comprehensive Assessment
Advance Care Planning
Care Coordination
Symptom Management
Self-Management
Support
Caregiver Support
Spiritual Support
Home-Based Care
Workforce Training
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS17
24/7
Technology
Enabled
Concurrent with Active Treatment
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS18
Care Providers
Patients Caregivers
Interdisciplinary
Teams
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS19
Team Composition
Registered Nurses
Physicians
Pharmacists
Lay Health Workers
Behavioral Health
Chaplains
Social Workers
Core Palliative Care Skills
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS20
Outcomes
Utilization
• ED visits
• Inpatient Admissions
• ICU stays
Costs
• Total Spending
• Cost-benefit analysis
Process Measures
• Documentation of ACP discussion
• Completion of pain assessment
Patient Reported Outcomes
• QOL
• Satisfaction with care
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS21
Payment Structures
Shared Risk/ Shared Savings
Value or Population-
Based
Strategies in FFS Models
CRITICAL PATHWAYS TO IMPROVING CARE FOR SERIOUS
ILLNESS22
Observations on current efforts to provide quality serious illness care
Kathleen Kerr
415-439-9789
Objective
Observations culled from…• Multiple CHCF initiatives related to community-based PC
– Payer-provider partnerships– Expanding access to PC in safety net systems– Expanding access to PC in rural areas– SB1004 implementation support
• GBM assignment– Identification of 100 serious illness programs– 14 case profiles
• Mr. B
Share observations about the current state of serious illness care, to inform improvement efforts
Critical Pathways to Improving Care for
Serious Illness24
Patient population for GBM work
• Poor prognosis and are likely in the last stage of life (which could last for years)
• Experience functional impairment
• At risk for cycling in and out of the hospital in absence of additional supports
Critical Pathways to Improving Care for
Serious Illness25
Essential (ideal) elements of serious illness programs
Team-based approach
Goal-based approach
Concordant care
Comprehensive care
Coordinated services
Transition supports
Home-based care
Rapid access to services
Family-oriented care
Caregiver support
Measurement
Critical Pathways to Improving Care for
Serious Illness26
Core (observed) serious illness program services(in addition to concurrent access to disease-directed care)
1. Pain and symptom management
2. Medication management and reconciliation
3. Medical information / prognostication support
4. Goals of care & advance care planning discussions, and assistance with documentation
5. Case management / care coordination
6. Transition support
7. Psycho-emotional support for patients
8. Emotional support for family caregivers
9. Spiritual care
10. Referrals to community resources for assistance with social and practical needs (or provide such services directly)
11. 24 / 7 service or strategies to ensure expanded access
12. Bereavement support or referrals
27Critical Pathways to Improving Care for
Serious Illness
1. Several types of organizations sponsor serious illness programs
Health systems
Medical groups
Health plans
Hospice & PC organizations
Specialty organizations
Partnerships
Critical Pathways to Improving Care for
Serious Illness28
2. Core services offered via a wide range of interventions
Home-based primary care
Specialty geriatric services
Specialty palliative care
Specialty care units
Care management
services
Navigation / coaching programs
Transition management
programs
Structured ACP programs
Social supports and services
Spiritual care programs
Support programs for families /
caregivers
Complementary and integrative
medicine services
Hospice
Critical Pathways to Improving Care for
Serious Illness29
3. Variation abounds (which might be OK)
• Eligible/target patients• Strategies for identifying patient population• Scope of service• Care settings• When engage, frequency of contact, length of service• Staffing (which disciplines) and staffing ratios• Training requirements• Use of lay staff and volunteers• Degree of integration with primary / specialty services
(referring providers)• Metrics• Payment models and payment amount• Number of customers
Critical Pathways to Improving Care for
Serious Illness30
4. Common to offer a suite of services
31
Critical Pathways to Improving Care for
Serious Illness32
System-based programs cross settings and service lines
AllinaHealth Abbott Northwestern Hospital – Minneapolis
Full array of primary and specialty services, home health and case management plus …• specialty palliative care available in multiple settings• embedded specialty geriatric care in transitional care units, nursing
homes and assisted living communities• medical home for individuals with complex conditions• advance care planning classes offered at multiple clinics• lay navigator program (LifeCourse)• hospice care
Variation across markets, campuses within markets, and
accessibility depending on disease, age, insurance
Critical Pathways to Improving Care for
Serious Illness33
Multi-organization efforts are common
• Funding, plus support from Clinical Analytics, Case Managers, Social Workers, pt transportation costsHPSJ
• Primary and specialty care, plus inpatient and clinic-based palliative care
San Joaquin General Hospital
• Home-based palliative care, with ability to transition to hospice as appropriate
Community Palliative & Hospice Care
• Home-based palliative care, with ability to transition to hospice as appropriate Hospice of San Joaquin
• Telephonic case management, analytics to identify patients, and "feet on the street" (member engagement)Axispoint Health
• Mental health servicesBeacon Behavioral
Health
Multi-organization network for a rural, poor county
Critical Pathways to Improving Care for
Serious Illness34
5. Safety-net programs have distinct challenges
Critical Pathways to Improving Care for
Serious Illness35
Palliative care focus areas
Patient
& Family
Symptom
Manage-ment
Info about Prognosis,
Options
Assess Values & Translate
into Medical Choices
Spiritual support
Psycho-social
support
Critical Pathways to Improving Care for
Serious Illness36
Patient
& Family
Symptom
Manage-ment
Info about Prognosis,
Options
Assess Values & Translate
into Medical Choices
Spiritual support
Mental Health Care
Companionship
Caregiver issues
Access to food
Transportation
Housing & Physical safety
Legal support
Financial support
Safety-net palliative care focus areas
Critical Pathways to Improving Care for
Serious Illness37
6. Rural programs have distinct challenges
• Distance / geography
• Less than optimal voice / data connectivity
• Opioid epidemic / other substance abuse
• Poverty
• Older, isolated population
• Few available providers
#1
#2
#3
Total travel time between visit 1-2
and visit 2-3 = 4 minutes
Implications for ….
• Clinical model / scope
• Staffing-training /
partnerships
• Caseload
• Cost of care, potential impact
Critical Pathways to Improving Care for
Serious Illness38
7. Multiple funding options … but not universally available
• Support from parent organization (quality/operational value, loss leader, mission)
• Traditional FFS billings
• Hospice benefit
• Health plan contracts (multiple business lines)
• Serve MA/ MA SNP / Medicaid Managed Care population
• Serve ACO population (Medicare and commercial)
• Serve global/full capitation population (PACE)
• CMS demonstrations/Innovation programs: IAH, Oncology Care Model / ESRD Care Model, CCTP, MCCM, CPC+
Terrific reference: CAPC’s Payment Primer: What to know about payment for
palliative care delivery (https://www.capc.org/topics/payment/)
Critical Pathways to Improving Care for
Serious Illness39
8. Funding doesn’t solve all problems
• Workforce – “It has been difficult to achieve rapid scale of our model
and ramp up services to cover a larger geography. Workforce shortages and competition in the market for talented palliative care providers continues to be a challenge.”
• Rescue and repair– “About 90% of patients referred to Transitions do not know
that their diseases are terminal.”
• Willing referring providers– “Let’s see what the cath results are and if there is nothing
more we can do then I’ll refer to palliative care”
• Willing patients– Must be … open to more support, open to strangers in the
home, able to get to clinic, can afford co-pays, etc.
Critical Pathways to Improving Care for
Serious Illness40
Dying in America: Improving Quality and Honoring
Individual Preferences Near the End of Life
IOM (Institute of Medicine). 2014. Dying in America: Improving quality
and honoring individual preferences near the end of life. Washington,
DC: The National Academies Press.
Turns out they were on to something …
Five improvement /focus areas1. Delivery of person-centered, family-
oriented EOL care2. Clinician-patient communication and
ACP3. Professional education and
development4. Policies and payment systems5. Public education and engagement
Food for thought
1. Many types of providers / sponsors … consider getting input from all
2. Range of patient and family needs/preferences requires a suite of interventions … not just one thing, and often not just one organization
3. There are particular challenges when delivering care in the safety-net and to rural populations; these may impact staffing and training, care model, program costs, expected impact, and more
4. Some success with existing funding options, but program scope and design often limited by what gets paid for
5. Consider focus on integration / coordination / education as solutions to workforce issues, and to promote buy-in from patients and providers
6. While there are many challenges, there are also are many promising programs and practices operating currently (it’s probably okay to be a little optimistic)
Critical Pathways to Improving Care for
Serious Illness42
Serious Illness
Care Model
Framework
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 43
C-TAC and Healthsperien
Framework Objectives
Understand the range of population needs
Identify promising solutions
Elevate core care outcomes
Analyze implementation considerations
Evaluate evidence
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 44
Today’s
Session
Next
Steps
Framework Design Considerations
Design to support implementation decision-making
See the universe through modular building blocks
Global view consists of “generic” high-level descriptors,
span across care models/patient care programs
Detailed view conveys range of operational
applications
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 45
Implementation Considerations
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 46
Population
Needs
Care
Management
Solutions
Serious Illness Program
Implementation PathCare
Outcomes
Payment
Model
Internal
Capabilities
Regulatory
Framework
Local
Context
Designing a Serious Illness
Program
Identify population
Identify core care outcomes desired
Match care management solutions population and outcomes
Assess available evidence
Identify context considerations
Develop implementation strategies
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 47
Defining Serious Illness
Population Needs
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 48
Self-rated health
Fair
Poor
Hospitalization Risks
Moderate
High
Decline Trajectory
Intermittent
Gradual
Active
Activities of Daily Living
Occasional Assistance
Frequent Assistance
Full Dependence
Care
Management
Needs
Low
Medium
High
Health Status
Coping Capability
(Self efficacy, support system, access, SES, mental health,
cognitive ability)
High
Moderate
Low
Coping StatusFunctional Status
Care Management Solutions
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 49
Care Management Interventions
Health Coaching and Care Coordination
Proactive Clinical/Symptom
Management
Comprehensive Advance Care
Planning
Resources
Lay Navigators
Care Management Clinicians
Providers
Mode of Delivery
Virtual (phone, video, sensors/ monitors)
Home
Physician office / clinic
Hospital
PAC/LTC facility
Frequency/ Duration
Episodic
Longitudinal
Care Outcomes
Health
Quality of Life
Maximized Functions
Aging in Place
Support
Patient/ Family Engagement
Self-efficacy
Care Concordance
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 50
Care
Manage-
ment
Needs
General Care Model
Development Pathways
51
Serious Illness Population
Care Management Interventions
Health Coaching and
Care Coordination
Proactive Clinical/Symp
tom Management
Comprehe-nsive
Advance Care Planning
Resources
Lay Navigators
Care Management
Clinicians
Providers
Mode of Delivery
Tele-management
Home
Physician office / clinic
Hospital
PAC/LTC facility
Frequency/ Duration
Episodic
Longitudinal
Care Management Solutions
Correlation
between
Parameters
Decline Trajectory
Functional /
Coping Status
Service Intensity
& Scope
Team Resources
& Home Support
Health Status:
Fair
Poor
Moderate
High
Intermittent
Gradual
Active
Hospital-izationRisks
Decline Trajectory
Self-rated Health
Functional Status:
Occasional Assistance
Frequent Assistance
Full Dependence
ADLs
Coping Status:
High
Moderate
Low
Coping Capability
© 2017 C-TAC
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC
General Characterization of Existing Care Models
52
Health Status* ADLs Coping Capability
Care Management Interventions
Resources Mode of Delivery
Frequency/ Duration
Intermittent
Gradual
Active
High
Moderate
Low
Health Coaching & Care Coordination
Telemanagement
Home EpisodicHigh
Occasional Assistance
Frequent Assistance
Full Dependence
Lay Navigators
Other Settings
Care
Transitions
Program
High
Proactive Clinical/Symptom
Management
Lay Navigators
Care Management Clinicians
Providers
Longitudinal
Intermittent
Gradual
Active
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
Low
Health Coaching & Care Coordination
Telemanagement
Home
Other Settings
Home-
based
primary
care
High
Intermittent
Gradual
Active
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
Low Proactive Clinical/Symptom
Management
Health Coaching & Care Coordination
Lay Navigators
Care Management Clinicians
Providers
Telemanagement Longitudinal
Comprehensive
Primary
Care
Comprehensive Advance Care
Planning
High
Intermittent
Gradual
Active
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
Low
Proactive Clinical/Symptom
Management
Health Coaching & Care Coordination Lay Navigators
Care Management Clinicians
Providers
Telemanagement
Home
Other Settings
Episodic
Specialty
Palliative
Care
Moderate
HighActive
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
LowComprehensive Advance Care
Planning
Proactive Clinical/Symptom
Management
Health Coaching & Care Coordination Lay Navigators
Care Management Clinicians
Providers
Longitudinal
Telemanagement
Home
Other Settings
Advanced
Illness
Care
Population Served (General) Solutions Offered (General)
Hosp. Risks
*Patient self-rated health not currently available
Decline
Framework
Discussion
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 53
Serious Illness Population
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 54
Highlighting Patient Needs in
Population Targeting
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 55
Self-rated health
Fair
Poor
Hospitalization Risks
Moderate
High
Decline Trajectory
Intermittent
Gradual
Active
Activities of Daily Living
Occasional Assistance
Frequent Assistance
Full Dependence
Care
Management
Needs
Low
Medium
High
Health Status Coping Status
Coping Capability
(Self efficacy, support system, access, SES, mental health,
cognitive ability)
High
Moderate
Low
Functional Status
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC
Coping Capability
ADLsHealth Status*
General Characterization of Existing Care Models
56
Care
Transitions
Home- based
primary
care
Comprehensive
Primary
Care
Specialty
Palliative
Care
Advanced
Illness
Care
Other programs target:
• Frail elderly:
• Behavioral problems,
mental illness, or
cognitive impairment:
• Low social-economic
status:
Health Status
(Decline Trajectory,
Hospitalization Risks)
Coping
Capability
Coping
Capability
Coping
CapabilityADLs
Intermittent
Gradual
Active
High
Moderate
Low
High
Occasional Assistance
Frequent Assistance
Full Dependence
High
Intermittent
Gradual
Active
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
Low
High
Intermittent
Gradual
Active
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
Low
High
Intermittent
Gradual
Active
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
Low
Moderate
HighActive
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
Low
Population Served (General)
Hosp. Risks
*Patient self-rated health not currently available
Decline
Patient Identification Approaches
Quantitative (Claim-based) Criteria:
Hospitalization/ Rehospitalization
Risk Score/ Assessment
Demographics
Number/ Type of Chronic Conditions and Comorbidities
Prior Utilization Patterns
Qualitative Criteria:
Health Risk Assessment
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 57
Translating Patient Identification
Criteria to Patient Needs
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 58
Care Management Solutions
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 59
Care Management Solutions
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 60
Care Management Interventions
Health Coaching and Care Coordination
Proactive Clinical/Symptom
Management
Comprehensive Advance Care
Planning
Resources
Lay Navigators
Care Management Clinicians
Providers
Mode of Delivery
Virtual (phone, video, sensors/ monitors)
Home
Physician office/ clinic
Hospital
PAC/LTC facility
Frequency/ Duration
Episodic
Longitudinal
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC
Common Strategies Across Overlapping Population Needs
61
Health Status* ADLs Coping Capability
Care Management Interventions
Resources Mode of Delivery
Frequency/ Duration
Intermittent
Gradual
Active
High
Moderate
Low
Health Coaching & Care Coordination
Telemanagement
Home EpisodicHigh
Occasional Assistance
Frequent Assistance
Full Dependence
Lay Navigators
Other Settings
Care
Transitions
Program
High
Proactive Clinical/Symptom
Management
Lay Navigators
Care Management Clinicians
Providers
Longitudinal
Intermittent
Gradual
Active
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
Low
Health Coaching & Care Coordination
Telemanagement
Home
Other Settings
Home-
based
primary
care
High
Intermittent
Gradual
Active
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
Low Proactive Clinical/Symptom
Management
Health Coaching & Care Coordination
Lay Navigators
Care Management Clinicians
Providers
Telemanagement Longitudinal
Comprehensive
Primary
Care
Comprehensive Advance Care
Planning
High
Intermittent
Gradual
Active
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
Low
Proactive Clinical/Symptom
Management
Health Coaching & Care Coordination Lay Navigators
Care Management Clinicians
Providers
Telemanagement
Home
Other Settings
Episodic
Specialty
Palliative
Care
Moderate
HighActive
Occasional Assistance
Frequent Assistance
Full Dependence
High
Moderate
LowComprehensive Advance Care
Planning
Proactive Clinical/Symptom
Management
Health Coaching & Care Coordination Lay Navigators
Care Management Clinicians
Providers
Longitudinal
Telemanagement
Home
Other Settings
Advanced
Illness
Care
Population Served (General) Solutions Offered (General)
Hosp. Risks
*Patient self-rated health not currently available
Decline
Matching Services to Patient NeedsCare Management Solutions
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 62
Care Management Interventions
Health Coaching and Care Coordination
Proactive Clinical/Symptom
Management
Comprehensive Advance Care
Planning
Resources
Lay Navigators
Care Management Clinicians
Providers
Mode of Delivery
Virtual (phone, video, sensors/ monitors)
Home
Physician office/ clinic
Hospital
PAC/LTC facility
Frequency/ Duration
Episodic
Longitudinal
Varying Scope Varying Intensity
Outcomes
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 63
Person-centered & Value-basedCare Outcomes
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 64
Health
Quality of Life
Maximized Functions
Aging in Place
Support
Patient/ Family
Engagement
Self-efficacy
Care Concordance
Translate to specific metrics
under various value-based
payment program domains:
• Quality
• Care Experience
• Cost
Next Phase of Work
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 65
Implementation Considerations
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 66
Population
Needs
Care
Management
Solutions
Serious Illness Program
Implementation PathCare
Outcomes
Payment
Model
Internal
Capabilities
Regulatory
Framework
Local
Context
Context ConsiderationsQuestions for organizations seeking to implement or
enhance a serious illness program:
Local Context
What is the availability of providers in your area?
What is the size of the potential population? Is there much variation in the types of conditions?
Will you serve a large/ small geographic area?
In what kind of organization are you operating?
Internal Capabilities
Staff?
Expertise?
Technology?
Any capabilities you plan to develop or outsource?
Regulatory Framework
What are the state and federal regulations that impact the type of program you operate or wish to develop?
Payment Model
How will you pay for this program?
Are services covered by Medicare, Medicaid, or private insurance?
Is there a potential to develop partnerships?
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 67
Designing a Serious Illness
Program
Identify population
Identify core care outcomes desired
Match care management solutions population and outcomes
Assess available evidence
Identify context considerations
Develop implementation strategies
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 68
Project Next Steps
Grade evidence for various care management
programs
Extrapolatecare
management implementation
strategies
Validate
by reviewing existing
programs
(diverse application of
care management
services)
Propose:
• Care management implementation strategies
• Required capabilities
• Key success factors
Identify:
• Barriers
• Opportunities
• Future development
• Emerging innovations
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 69
Final CommentsPlease address additional questions and comments to:
Project Manager Theresa Schmidt (primary contact)
202.810.1310
Project Lead Khue Nguyen
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 70
Appendix
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 71
Key Terms*
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 72
*http://www.pewtrusts.org/~/media/assets/2017/02/recommendations-to-the-administration.pdf
Palliative Care is patient- and family-centered care that optimizes quality of life by anticipating, preventing, and treating suffering. Palliative care addresses physical, intellectual, emotional, social, and spiritual needs and facilitates patient autonomy, access to information, and choice. It is provided by a specially-trained interdisciplinary team of doctors, nurses, social workers, chaplains and other specialists who work together to provide patients with an extra layer of support. It is appropriate at any age and at any stage in a serious illness; is not restricted by prognosis; and can be provided along with curative treatment.
Hospice is a coordinated model for quality, compassionate care for people facing a life-limiting illness. In hospice, an inter-disciplinary team of physicians, nurses, social workers, chaplains, hospice aides, and others provide expert medical care, pain management, and emotional and spiritual support expressly tailored to the patient’s needs and preferences, while also supporting the patient’s family. Medicare covers hospice for individuals who have been certified by two physicians as having a prognosis of six months or less if the disease follows its normal course, and who agree to forego more aggressive medical treatments. Some private payers have more flexible eligibility criteria.
Serious Illness is a condition that carries a high risk of mortality (though cure may remain a possibility); has a strong negative impact on one’s quality of life and functioning in life roles, independent of its impact on mortality; and/or is burdensome in symptoms, treatments, or caregiver stress. This may be experienced as physical or psychological symptoms; time and activities dominated by the illness’s treatment; and/or the physical, emotional, and financial stress on caregivers and family. The term “advanced illness” overlaps with serious illness and involves many of the same policy issues.
An Advance Care Plan is any document related to advance care planning: legal documents, medical orders, and notes from conversations between individuals and their health care professionals.
Timeline of Project Steps
Jan Feb Mar Apr May Jun
Critical Pathways to Improving Care for Serious Illness, © 2017 C-TAC 73
White Papers /
Reports Review
2/1-3/15
Convening Session 1
1/1 – 3/31
Care Model Framework Blue Print
2/1 – 4/30
Care Model Literature Review
2/1 – 4/30
Program Assessments
4/1 – 5/31
Convening Session 2
6/1 – 6/31
Final Framework
Report