welcome! [ncnc.unc.edu]

42
1 © 2014 Insignia Health Proprietary and Confidential All Rights reserved Welcome! Putting PAM and Coaching for Activation into Practice October 8, 2014

Upload: others

Post on 20-Apr-2022

0 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Welcome! [ncnc.unc.edu]

1© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Welcome!

Putting PAM and Coaching for Activation into Practice

October 8, 2014

Page 2: Welcome! [ncnc.unc.edu]

Today’s Agenda

• Quick Patient Activation Measure Review

• What does PAM tell us

• Coaching for Activation (CfA)

• Vidant Case Studies

2© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Page 3: Welcome! [ncnc.unc.edu]

Which interaction looks better to you?

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 3

Page 4: Welcome! [ncnc.unc.edu]

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 4

Why measure a person’s Activation?

The ability to measure activation is important:

• To know who needs more support

• To tailor the support and information patients need to be successful self-managers

• To measure performance and to have a marker for quality care

Page 5: Welcome! [ncnc.unc.edu]

© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Activation cannot be predicted by demographics

PAM score works across conditions

Your patient is ready to improve if you meet him where he’s at

Page 6: Welcome! [ncnc.unc.edu]

Behavior Maps &

Health Activation Personas

6© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Page 7: Welcome! [ncnc.unc.edu]

Source: RWJ Aligning Forces Study 2008. Kaiser Center for Health Research 2006

7

Achieving best practice self-care is developmental

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 7

PAM levels guide the journey to best practice self-management

PAM Relationship to Self-management Behaviors

Page 8: Welcome! [ncnc.unc.edu]

Copyright © 2014. Insignia Health 8

PAM Relationship to Care Experience

Patient experience with HCPs improves significantly with increasing activation

Page 9: Welcome! [ncnc.unc.edu]

Lower activated don’t feel in control

9© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Page 10: Welcome! [ncnc.unc.edu]

Patient perspective of YOU

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 10

Page 11: Welcome! [ncnc.unc.edu]

Transitions - the low activated struggle with their medications

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 11

Source: QIO Care Transition Program, 2010-2011

Page 12: Welcome! [ncnc.unc.edu]

Emotional drivers correspond well with levels of activation

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 12

Page 13: Welcome! [ncnc.unc.edu]

Coaching for Activationguides patient coaching

13© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Page 14: Welcome! [ncnc.unc.edu]

Coaching for Activation Tutorial

14© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Page 15: Welcome! [ncnc.unc.edu]

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 15

Goals and action steps are tailored to a level of activation

Diabetes Diabetes

Level 1: Knowledge, self-awareness and confidence is developed

Level 3: Guideline skills are pursued

Page 16: Welcome! [ncnc.unc.edu]

CareMaps™ provide high level coaching guidance

16© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Page 17: Welcome! [ncnc.unc.edu]

Your Patient

17© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Demographics:

Name (ficticious): Janice

Age- 47

Gender- Female

Problems/Medications1. Hypothyroidism: synthroid (unstable and not to goal)2. Noncompliance 3. Type 2 diabetes:

Humalog 50/50 15U ac tid A1C 2008 to 2012 most often in the 8%s; 2013 to present >11-14%

August 2014 11.7Amaryl 4 mg daily 4. Hypertension: HCTZ 12.5 mg daily B/P often to goal, but occasional diastolic 80-1005. Dyslipidemia: Zocor Total cholesterol=239

Triglycerides=136HDL=38LDL= 174 (as high as 242)

6. Obesity: Wt 230-245# BMI 39

Page 18: Welcome! [ncnc.unc.edu]

Current Plan and Goals

18© 2014 Insignia Health Proprietary and Confidential All Rights reserved

• Purchase healthy items from shopping guide to pack in lunch for each day

• Check blood sugar before each meal (goal 100-150)

• Take humalog 15 units 50/50 before each meal

• Eat well balanced meal (1 meat type food, 1 portion starch/carbohydrate, 1 portion vegetable or fruit)

Page 19: Welcome! [ncnc.unc.edu]

One size DOES NOT fit ALL!

19© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Page 20: Welcome! [ncnc.unc.edu]

Patient #1

PAM Level 1

• Does not feel in control

• Lacks basic health knowledge

• Poor self-awareness

• Poor Tx & medication adherence

• Few self-management skills developed

• Very passive

• Poor communication with providers

• Very low confidence

• Disengaged

• OVERWHELMED

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 20

Page 21: Welcome! [ncnc.unc.edu]

PAM Level 1 Profile

PAM Level 1

• Does not feel in control

• Lacks basic health knowledge

• Poor self-awareness

• Poor Tx & medication adherence

• Few self-management skills developed

• Very passive

• Poor communication with providers

• Very low confidence

• Disengaged

• OVERWHELMED

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 21

Page 22: Welcome! [ncnc.unc.edu]

Your Intervention with an Activation lens

PAM Level 1 Plan

*

*

*

*

*

22© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Opportunities:

• What is on her mind? What

resonated with the patient?

• Cardiac Risk…start here, but

with an Activation-based focus

Page 23: Welcome! [ncnc.unc.edu]

Your Intervention with an Activation lens

PAM Level 1 Plan (Choose 1 or 2)

• Build Basic Knowledge about her particular cardiac risk

• Develop knowledge about medications related to cardiac condition…connect non-adherence to increased risk

• Build knowledge about diet and cardiac risk…be specific about what a heart healthy diet is

– Do not expect her to change her diet…start with goals built solely around knowledge

• Later, begin to connect cardiac risk and Diabetes Mellitus to get her thinking & talking about DM

23© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Tactics at L1:

• Less is more

• Baby steps

• Show empathy

• Short term focus

• RED FLAG awareness

Page 24: Welcome! [ncnc.unc.edu]

Your Patient

24© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Demographics:

Name (fictitious): Thelma, 74

Gender- Female

9.11.14 visit: BS- 436, B/P 196-96

Lab Hx:

8-13-14 BS 256 A1C 11.88-20 BS 3079-11 BS 4119-12 BS 2839-16 BS 4499-18 BS 3419-23 BS 380

Meds:• Amaryl 4mg po q am• Lantus 24u q am• Adalat CC 30mg po qd• Trazadone 50mg po q hs• Novolog 8u sq tid with

meals

Issues:- Non-compliant with med

regimen- Does not remember to

take Lantus more often even though now takes in the am

- Requires repetitive instruction of med changes

- Verbalizes non-compliance with diet and med adherence

Page 25: Welcome! [ncnc.unc.edu]

Current Plan and Goals

25© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Page 26: Welcome! [ncnc.unc.edu]

Patient #2

PAM Level 1

• Does not feel in control

• Lacks basic health knowledge

• Poor self-awareness

• Poor Tx & medication adherence

• Few self-management skills developed

• Very passive

• Poor communication with providers

• Very low confidence

• Disengaged

• OVERWHELMED

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 26

Page 27: Welcome! [ncnc.unc.edu]

PAM Level 1 Profile

PAM Level 1

• Does not feel in control

• Lacks basic health knowledge

• Poor self-awareness

• Poor Tx & medication adherence

• Few self-management skills developed

• Very passive

• Poor communication with providers

• Very low confidence

• Disengaged

• OVERWHELMED

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 27

Page 28: Welcome! [ncnc.unc.edu]

Your Intervention with an Activation lens

PAM Level 1 Plan

*

*

*

*

*

28© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Opportunities:

• What is on her mind? What

resonated with the patient?

Page 29: Welcome! [ncnc.unc.edu]

Your Intervention with an Activation lens

PAM Level 1 Plan (Choose 1 or 2)

29© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Tactics at L1:

• Less is more

• Baby steps

• Show empathy

• Short term focus

• RED FLAG awareness

Page 30: Welcome! [ncnc.unc.edu]

PAM Level 2 Profile

• Passive in their care

• Struggle with medications

• Inconsistent self-management

• Poor communication with care givers

• Gaps in knowledge

• Low Confidence

• Very basic self-management skill set

• Unsure

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 30

Page 31: Welcome! [ncnc.unc.edu]

Your Intervention with an Activation lens

PAM Level 2

Plan

*

*

*

*

*

31© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Opportunities:

• Less is more

• Baby steps

• Show empathy

• Short term focus

• RED FLAG awareness

Page 32: Welcome! [ncnc.unc.edu]

PAM Level 3 Profile

• Recognize responsibility for their health

• Taking action

• Have had some success

• Good interaction with providers

• Developing confidence

• Good goal orientation

• Good medication adherence

• Knowledgeable about their health

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 32

Page 33: Welcome! [ncnc.unc.edu]

Your Intervention with an Activation lens

PAM Level 3

Plan

*

*

*

*

*

33© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Opportunities:

• Build on past successes

• Baby steps still resonates

• Connect self-care to long term

benefits

• Promote and encourage information

seeking and sharing

• Strive for achieving self-care

guidelines

Page 34: Welcome! [ncnc.unc.edu]

PAM Level 4 Profile

• Self-aware

• Good self-managers

• Confident

• Realize importance of their role

• Strong medication adherence

• Strong goal orientation

• Aware of stress

• Interact well with healthcare providers

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 34

Page 35: Welcome! [ncnc.unc.edu]

Your Intervention with an Activation lens

PAM Level 4 Discharge Plan

*

*

*

*

*

35© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Opportunities:

• Focus on skills for relapse

prevention

• Troubleshoot in advance of

difficult/stressful times

• Create goals that challenge patient

• Promote social support and peer

education

Page 36: Welcome! [ncnc.unc.edu]

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 36

More clinically significant skills are developed once a base of knowledge and confidence is established

Increasing Activation. One size support does not fit all

Page 37: Welcome! [ncnc.unc.edu]

Progressing Along the Continuum

37© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Page 38: Welcome! [ncnc.unc.edu]

38© 2014 Insignia Health Proprietary and Confidential All Rights reserved

Action steps are tailored to a level of activation

Level 1 Level 2 Level 3 Level 4

Discuss… Discuss further… Ensure strong understanding of…

Discuss stress

Encourage… Continue together to…

Together discuss “complex” items…

Encourage maintenance of…

Do together… Have the individual research…

Have individualresearch…

Promote awareness of…

Begin to track… Consistently track… Track and plan out…

Try a skill once or twice this week.

Try a skill 2-3x a week Focus on guideline skills

Focus on guideline skills and pushing further

Page 39: Welcome! [ncnc.unc.edu]

In a rigorous study, PAM demonstrated it’s ability to predict utilization and outcomes two years into the future

A single point change in PAM score is meaningful

39© 2013 Insignia Health Proprietary and Confidential All Rights reserved

Page 40: Welcome! [ncnc.unc.edu]

Key Point Takeaways

Patients will complete the PAM, and do so accurately. Proper

administration is critical. Convey caring and not evaluation

Help patients build competency and confidence, especially at the lower

levels. Competency comes from confidence over time – it’s a journey.

Best practice/evidence-based self-care is achieved by those at L3 & L4

Allocate more resources to the low activated (L1 & L2), while shifting from

the most activated (L4)

L3 and L4 do not require intense support, but they do require appropriate

support or they will ignore you

© 2014 Insignia Health Proprietary and Confidential All Rights reserved 40

Page 41: Welcome! [ncnc.unc.edu]

Questions?

41

Page 42: Welcome! [ncnc.unc.edu]

Insignia Health

Theresa [email protected]

42

Thank you!