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Engagement, Empowerment, Enhancement:
Graphic: Flip the Clinic
The Role of
Consumers
in Health Care
and Advocacy
Your team for today’s discussion:
S. Whitney Bowman-Zatzkin, MPA, MSR
Director, Flip the Clinic
whitney@fliptheclinic.org | @MsWZ
Thomas Workman, Ph.D.
Principal Researcher, American Institutes for Research
tworkman@air.org
Claire Brindis, Dr.P.H.
Director, Philip R. Lee Institute for Health Policy Studies
Professor, Pediatrics and health Policy
Director, Bixby Center for Global Reproductive health
Executive Director, Adolescent and Young Adult Health, National Resource Center
Claire.Brindis@ucsf.edu
Amanda Otero
Health Care Organizer, TakeAction Minnesota
amanda@takeactionminnesota.org
Paving the Road for Patient and
Family Engagement
Thomas Workman, Ph.D.
Kristin L. Carman, Ph.D.
American Institutes for Research
#
Kristin L. Carman,
Pam Dardess,
Maureen Maurer,
Shoshanna Sofaer,
Karen Adams,
Christine Bechtel and
Jennifer Sweeney (2013).
Patient And Family
Engagement: A
Framework For
Understanding The
Elements And Developing
Interventions And Policies.
Health Affairs 32(2), 223-
231
8 change strategies
5
Using the roadmap
• Catalyze efforts –
5 Simple Actions
• Organize current
work, identify
opportunities for
pushing further
• Unify efforts and
identify opportunities
for partnerships
6
The power of [the roadmap]
will only be fully realized
when everyone takes action.
Only then will we realize the
power of shared goals and
partnerships. Only then will
we discover the power of the
patient at the center of
healthcare.”
- SUE COLLIER
Clinical Content Development Lead
American Hospital Association/Health Research
Educational Trust
Community and partnership
• Download and share the roadmap
www.patientfamilyengagement.org
#PFEroadmap
• Make a commitment
www.patientfamilyengagement.org/commitments
• Share a resource
www.patientfamilyengagement.org/resources
7
Let us know how we can help
Kristin L. Carman, PhD
Vice President, Health and Social Development Program
American Institutes for Research
202-403-5090, kcarman@air.org
Thomas Workman, Ph.D.
Principal Researcher, American Institutes for Research
301-592-2215, tworkman@air.org
Pam Dardess, MPH
Principal Researcher, American Institutes for Research
919-918-2311, pdardess@air.org
AIR’s Center for Patient & Consumer Engagement
www.aircpce.org
8
Strategies and Tactics
for Achieving
Meaningful Consumer
Engagement in Health
Care
Claire D. Brindis, Dr. PH., Dana Hughes, Dr.PH,
Laura Schmidt, Ph.D., Laurie Jacobs, Ph.D.,
Caitlin Kennedy, Ph.D.
Philip R. Lee Institute for Health Policy Studies,
University of California, San Francisco
June 13, 2015
ACA & Consumer Engagement
• ACA & patient-centered care
– Hospital Consumer Assessment of Healthcare
Providers and Systems (HCAHPS)
• ACA & consumer engagement in system
redesign
– CMS’ state demonstrations to integrate care for dual
eligible patients
– CMMI’s testing of new service & delivery models
• Role of advocates in consumer engagement
10
11
CAMPAIGN FOR
BETTER CARE
Community
Catalyst
PICO
National Partnership for
Women & Families
12
Atlantic Philanthropies’ Campaign
for Better Care
Ultimate goal:
Better quality care, better patient experiences with
care and more affordable care for low-income older
adults and other vulnerable populations
Strategy 1:
• Design and test models of consumer engagement in
institutional decision-making which assure the
inclusion of the perspectives of vulnerable populations
and their families (and result in the ultimate goal)
Strategy 2:
• Identify methods to sustain this work over time
A Multidimensional Framework for
Patient and Family Engagement in Health and Health Care
Levels of
Engagement Consultation Involvement
Partnerships &
Shared Leadership
Direct Care
Patients receive
information
Patients asked about
treatment
preferences
Decisions based on
patients’ preferences,
medical evidence, &
clinical judgment
Organizations
design &
governance
Organization surveys
patients about care
experiences
Hospital involves
patients as advisors
or advisory council
members
Patients co-lead hospital
safety & quality
improvement committees
Policy Making
Policy agency’s focus
groups ask patients
about health care
issues
Patients’ research
priorities used by
public agency in
funding decisions
Patients equally
represented on agency
committee deciding how
to allocate health
program resources
13
Continuum of Engagement
Carman KL, et al. S. Patient and Family Engagement: A Framework For Understanding The Elements And Developing Interventions and Policies. Health Affairs 32 (2013)
A Multidimensional Framework for
Patient and Family Engagement in Health & Health Care
Levels of
Engagement Consultation Involvement
Partnerships
& Shared Leadership
Direct Care
Patients receive
information
Patients asked about
treatment
preferences
Decisions based on
patients’ preferences,
medical evidence, &
clinical judgment
Organizations
design &
governance
Organization surveys
patients about care
experiences
Hospital involves
patients as advisors
or advisory council
members
Patients co-lead hospital
safety & quality
improvement committees
Policy Making
Policy agency’s focus
groups ask patients
about health care
issues
Patients’ research
priorities used by
public agency in
funding decisions
Patients equally
represented on agency
committee deciding how
to allocate health
program resources
14
Continuum of Engagement
Carman KL, et al. S. Patient and Family Engagement: A Framework For Understanding The Elements And Developing Interventions and Policies. Health Affairs 32 (2013)
15
Centers for Medicare and Medicaid Services
State Demonstrations
to Integrate Care for
Dual Eligible Individuals
Primary Care
Transformation
Initiatives to Speed
Adoption of Best
Practices
Accountable Care
Health Care
Innovation Awards
Comprehensive
Primary Care
Initiative
Partnerships for
Patients
Pioneer ACOs
Community
Catalyst
National Partnership for Women & Families Rutgers /PICO
Community Catalyst
16
• Work to build a nationwide network of local &
state health advocacy organizations &
coalitions
• Share expertise via technical assistance
Organizational
Focus
• Shape state policy development &
implementation to incorporate consumers
• Institutionalize consumer involvement in
state policy & provider/health plan activities
Primary
Campaign for
Better Care
Goals
• Support state advocates
• Setting: Urban & rural communities & state
capitols
Campaign for
Better Care
Approaches
National Partnership
for Women and Families
17
• Advocate at the federal level for policies & laws
that help women & families
• Support effective implementation at local &
state levels
Organizational
Focus
• Support implementation of consumer
engagement provisions for hospitals,
primary care practices, & ACOs
Primary
Campaign for
Better Care
Goals
• Provide technical assistance/consultation to
CMMI & providers
• Setting: Localities where CMS demonstrations
are taking place
Campaign for
Better Care
Approaches
PICO
18
• Utilize faith-based community organizing to
address problems & concerns within
congregations & communities based on
shared values
Organizational
Focus
• Empower consumers at the local level to
improve individual & community health/well-
being
• Achieve Medicaid savings for high utilizers &
return savings to local communities
Primary
Campaign for
Better Care Goals
• Engage in community organizing among Hot
Spotter patients & community members
• Direct patient support as part of care
management
• Setting: Communities served by local
participating PICO federations
Campaign for
Better Care
Approaches
19
Slide Title. Arial Bold, 32pt
Approaches to
Consumer
Engagement
Community
Catalyst
National
Partnership
PICO
Consumers serve on
decision-making bodies
Creation of formal
mechanisms for obtaining
consumer feedback on health
services & health service
needs
Technical assistance on
decision-making bodies,
other engagement
techniques
20
Slide Title. Arial Bold, 32pt
Approaches to
Consumer Engagement
Community
Catalyst
National
Partnership
PICO
State-level oversight bodies that
include consumers & their
advocates
Standards, regulations, &
monitoring approaches that best
serve the interests of
consumers.
Consumer use of programs that
help individuals & family
caregivers be more engaged in
their health
Facilitate consumers and their
advocates in conversations with
Tactics and Strategies Implemented
to Increase Consumer Engagement
21
22
Slide Title. Arial Bold, 32pt
Tactics
Community
Catalyst
National
Partnership
PICO
Federal advocacy
State advocacy
Technical
Assistance
Information
sharing/learning
networks
Community
Organizing
Coalition building
Training
Strategy/Tactic #1:
Educate, Engage & Influence
Federal & State Policy Makers to
Incorporate Consumers’ Needs &
Interests into Policy
23
Strategy/Tactic #2:
Actively Engage Consumers in
Decision Making & Ensure Their
Perspective is Heard
24
Strategy/Tactic #3:
Engage Health Plans & Providers to
Genuinely Involve Consumers in
Decision Making
25
Strategy/Tactic #4:
Engage With Other Organizations to
Act Collectively in Support of
Consumer Engagement
26
Lessons Learned
What matters:
• Flexibility
• Relationships
• Opportunities for collective learning
• Focus on both the system & local level
27
Lessons Learned (continued)
Other Essential Ingredients:
• Provider/clinician investment and
commitment
• Consumer engagement recognized as a
vital component of system reforms
28
Lessons Learned (continued)
Common challenges:
•Consumer health literacy
•Health care system’s complexity
•Fear of feasibility of changes
•Lack of buy-in
29
Implications & Future Questions
• For advocates:
– Does consumer engagement make a difference?
• For evaluators & researchers:
– The need for:
• Metrics
• Sustainable & scalable models
30
Leveraging
Engagement:
Policy Change
Amanda Otero
Health Care Organizer, TakeAction Minnesota
• Among the most comprehensive
public coverage
• Among the highest insured rate
(95%)
• Lowest premiums
• Highest deductibles
Minnesota
What Advocacy
Made Possible:
The 9 Lives of
Minnesota
Care
October 19, 2012, St. Paul Pioneer Press,
Front Page
• You want to plan around people’s priorities,
needs, preferences.
• You want to understand if/how your plan will
impact people.
• You need to simplify complex information for
patients or the public.
• You need policy or funding to achieve your
HST goals.
You might need
consumers/advocates if…
Where can I find them?
• Patients
• Community organizations
• Advocacy organizations
• Everywhere!
Deep Dive
Graphic: Flip the Clinic
Key Points
IMAGE
• Be mindful of your gift to/for
others in healthcare
• Consumers and clinicians
should be flexible, creative,
and maintain a spirit of
adventure
• Huge gains are possible
• Be bold
• Patients and clinicians have permission to
experiment, inform, and explore healthcare together.
Graphic: Flip the Clinic
Thank you!
Graphic: Flip the Clinic
S. Whitney Bowman-Zatzkin, MPA, MSR
Director, Flip the Clinic
whitney@fliptheclinic.org | @MsWZ
Thomas Workman, Ph.D.
Principal Researcher, American Institutes for Research
tworkman@air.org
Claire Brindis, Dr.P.H.
Director, Philip R. Lee Institute for Health Policy Studies
Professor, Pediatrics and health Policy
Director, Bixby Center for Global Reproductive health
Executive Director, Adolescent and Young Adult Health,
National Resource Center
Claire.Brindis@ucsf.edu
Amanda Otero
Health Care Organizer, TakeAction Minnesota
amanda@takeactionminnesota.org

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AcademyHealth Engagement, Empowerment, Enhancement: The Role of Consumers in Health Care and Advocacy

  • 1. Engagement, Empowerment, Enhancement: Graphic: Flip the Clinic The Role of Consumers in Health Care and Advocacy
  • 2. Your team for today’s discussion: S. Whitney Bowman-Zatzkin, MPA, MSR Director, Flip the Clinic whitney@fliptheclinic.org | @MsWZ Thomas Workman, Ph.D. Principal Researcher, American Institutes for Research tworkman@air.org Claire Brindis, Dr.P.H. Director, Philip R. Lee Institute for Health Policy Studies Professor, Pediatrics and health Policy Director, Bixby Center for Global Reproductive health Executive Director, Adolescent and Young Adult Health, National Resource Center Claire.Brindis@ucsf.edu Amanda Otero Health Care Organizer, TakeAction Minnesota amanda@takeactionminnesota.org
  • 3. Paving the Road for Patient and Family Engagement Thomas Workman, Ph.D. Kristin L. Carman, Ph.D. American Institutes for Research
  • 4. # Kristin L. Carman, Pam Dardess, Maureen Maurer, Shoshanna Sofaer, Karen Adams, Christine Bechtel and Jennifer Sweeney (2013). Patient And Family Engagement: A Framework For Understanding The Elements And Developing Interventions And Policies. Health Affairs 32(2), 223- 231
  • 6. Using the roadmap • Catalyze efforts – 5 Simple Actions • Organize current work, identify opportunities for pushing further • Unify efforts and identify opportunities for partnerships 6 The power of [the roadmap] will only be fully realized when everyone takes action. Only then will we realize the power of shared goals and partnerships. Only then will we discover the power of the patient at the center of healthcare.” - SUE COLLIER Clinical Content Development Lead American Hospital Association/Health Research Educational Trust
  • 7. Community and partnership • Download and share the roadmap www.patientfamilyengagement.org #PFEroadmap • Make a commitment www.patientfamilyengagement.org/commitments • Share a resource www.patientfamilyengagement.org/resources 7
  • 8. Let us know how we can help Kristin L. Carman, PhD Vice President, Health and Social Development Program American Institutes for Research 202-403-5090, kcarman@air.org Thomas Workman, Ph.D. Principal Researcher, American Institutes for Research 301-592-2215, tworkman@air.org Pam Dardess, MPH Principal Researcher, American Institutes for Research 919-918-2311, pdardess@air.org AIR’s Center for Patient & Consumer Engagement www.aircpce.org 8
  • 9. Strategies and Tactics for Achieving Meaningful Consumer Engagement in Health Care Claire D. Brindis, Dr. PH., Dana Hughes, Dr.PH, Laura Schmidt, Ph.D., Laurie Jacobs, Ph.D., Caitlin Kennedy, Ph.D. Philip R. Lee Institute for Health Policy Studies, University of California, San Francisco June 13, 2015
  • 10. ACA & Consumer Engagement • ACA & patient-centered care – Hospital Consumer Assessment of Healthcare Providers and Systems (HCAHPS) • ACA & consumer engagement in system redesign – CMS’ state demonstrations to integrate care for dual eligible patients – CMMI’s testing of new service & delivery models • Role of advocates in consumer engagement 10
  • 12. 12 Atlantic Philanthropies’ Campaign for Better Care Ultimate goal: Better quality care, better patient experiences with care and more affordable care for low-income older adults and other vulnerable populations Strategy 1: • Design and test models of consumer engagement in institutional decision-making which assure the inclusion of the perspectives of vulnerable populations and their families (and result in the ultimate goal) Strategy 2: • Identify methods to sustain this work over time
  • 13. A Multidimensional Framework for Patient and Family Engagement in Health and Health Care Levels of Engagement Consultation Involvement Partnerships & Shared Leadership Direct Care Patients receive information Patients asked about treatment preferences Decisions based on patients’ preferences, medical evidence, & clinical judgment Organizations design & governance Organization surveys patients about care experiences Hospital involves patients as advisors or advisory council members Patients co-lead hospital safety & quality improvement committees Policy Making Policy agency’s focus groups ask patients about health care issues Patients’ research priorities used by public agency in funding decisions Patients equally represented on agency committee deciding how to allocate health program resources 13 Continuum of Engagement Carman KL, et al. S. Patient and Family Engagement: A Framework For Understanding The Elements And Developing Interventions and Policies. Health Affairs 32 (2013)
  • 14. A Multidimensional Framework for Patient and Family Engagement in Health & Health Care Levels of Engagement Consultation Involvement Partnerships & Shared Leadership Direct Care Patients receive information Patients asked about treatment preferences Decisions based on patients’ preferences, medical evidence, & clinical judgment Organizations design & governance Organization surveys patients about care experiences Hospital involves patients as advisors or advisory council members Patients co-lead hospital safety & quality improvement committees Policy Making Policy agency’s focus groups ask patients about health care issues Patients’ research priorities used by public agency in funding decisions Patients equally represented on agency committee deciding how to allocate health program resources 14 Continuum of Engagement Carman KL, et al. S. Patient and Family Engagement: A Framework For Understanding The Elements And Developing Interventions and Policies. Health Affairs 32 (2013)
  • 15. 15 Centers for Medicare and Medicaid Services State Demonstrations to Integrate Care for Dual Eligible Individuals Primary Care Transformation Initiatives to Speed Adoption of Best Practices Accountable Care Health Care Innovation Awards Comprehensive Primary Care Initiative Partnerships for Patients Pioneer ACOs Community Catalyst National Partnership for Women & Families Rutgers /PICO
  • 16. Community Catalyst 16 • Work to build a nationwide network of local & state health advocacy organizations & coalitions • Share expertise via technical assistance Organizational Focus • Shape state policy development & implementation to incorporate consumers • Institutionalize consumer involvement in state policy & provider/health plan activities Primary Campaign for Better Care Goals • Support state advocates • Setting: Urban & rural communities & state capitols Campaign for Better Care Approaches
  • 17. National Partnership for Women and Families 17 • Advocate at the federal level for policies & laws that help women & families • Support effective implementation at local & state levels Organizational Focus • Support implementation of consumer engagement provisions for hospitals, primary care practices, & ACOs Primary Campaign for Better Care Goals • Provide technical assistance/consultation to CMMI & providers • Setting: Localities where CMS demonstrations are taking place Campaign for Better Care Approaches
  • 18. PICO 18 • Utilize faith-based community organizing to address problems & concerns within congregations & communities based on shared values Organizational Focus • Empower consumers at the local level to improve individual & community health/well- being • Achieve Medicaid savings for high utilizers & return savings to local communities Primary Campaign for Better Care Goals • Engage in community organizing among Hot Spotter patients & community members • Direct patient support as part of care management • Setting: Communities served by local participating PICO federations Campaign for Better Care Approaches
  • 19. 19 Slide Title. Arial Bold, 32pt Approaches to Consumer Engagement Community Catalyst National Partnership PICO Consumers serve on decision-making bodies Creation of formal mechanisms for obtaining consumer feedback on health services & health service needs Technical assistance on decision-making bodies, other engagement techniques
  • 20. 20 Slide Title. Arial Bold, 32pt Approaches to Consumer Engagement Community Catalyst National Partnership PICO State-level oversight bodies that include consumers & their advocates Standards, regulations, & monitoring approaches that best serve the interests of consumers. Consumer use of programs that help individuals & family caregivers be more engaged in their health Facilitate consumers and their advocates in conversations with
  • 21. Tactics and Strategies Implemented to Increase Consumer Engagement 21
  • 22. 22 Slide Title. Arial Bold, 32pt Tactics Community Catalyst National Partnership PICO Federal advocacy State advocacy Technical Assistance Information sharing/learning networks Community Organizing Coalition building Training
  • 23. Strategy/Tactic #1: Educate, Engage & Influence Federal & State Policy Makers to Incorporate Consumers’ Needs & Interests into Policy 23
  • 24. Strategy/Tactic #2: Actively Engage Consumers in Decision Making & Ensure Their Perspective is Heard 24
  • 25. Strategy/Tactic #3: Engage Health Plans & Providers to Genuinely Involve Consumers in Decision Making 25
  • 26. Strategy/Tactic #4: Engage With Other Organizations to Act Collectively in Support of Consumer Engagement 26
  • 27. Lessons Learned What matters: • Flexibility • Relationships • Opportunities for collective learning • Focus on both the system & local level 27
  • 28. Lessons Learned (continued) Other Essential Ingredients: • Provider/clinician investment and commitment • Consumer engagement recognized as a vital component of system reforms 28
  • 29. Lessons Learned (continued) Common challenges: •Consumer health literacy •Health care system’s complexity •Fear of feasibility of changes •Lack of buy-in 29
  • 30. Implications & Future Questions • For advocates: – Does consumer engagement make a difference? • For evaluators & researchers: – The need for: • Metrics • Sustainable & scalable models 30
  • 31.
  • 32. Leveraging Engagement: Policy Change Amanda Otero Health Care Organizer, TakeAction Minnesota
  • 33. • Among the most comprehensive public coverage • Among the highest insured rate (95%) • Lowest premiums • Highest deductibles Minnesota
  • 34. What Advocacy Made Possible: The 9 Lives of Minnesota Care October 19, 2012, St. Paul Pioneer Press, Front Page
  • 35.
  • 36.
  • 37.
  • 38.
  • 39. • You want to plan around people’s priorities, needs, preferences. • You want to understand if/how your plan will impact people. • You need to simplify complex information for patients or the public. • You need policy or funding to achieve your HST goals. You might need consumers/advocates if…
  • 40. Where can I find them? • Patients • Community organizations • Advocacy organizations • Everywhere!
  • 42. Key Points IMAGE • Be mindful of your gift to/for others in healthcare • Consumers and clinicians should be flexible, creative, and maintain a spirit of adventure • Huge gains are possible • Be bold • Patients and clinicians have permission to experiment, inform, and explore healthcare together. Graphic: Flip the Clinic
  • 43. Thank you! Graphic: Flip the Clinic S. Whitney Bowman-Zatzkin, MPA, MSR Director, Flip the Clinic whitney@fliptheclinic.org | @MsWZ Thomas Workman, Ph.D. Principal Researcher, American Institutes for Research tworkman@air.org Claire Brindis, Dr.P.H. Director, Philip R. Lee Institute for Health Policy Studies Professor, Pediatrics and health Policy Director, Bixby Center for Global Reproductive health Executive Director, Adolescent and Young Adult Health, National Resource Center Claire.Brindis@ucsf.edu Amanda Otero Health Care Organizer, TakeAction Minnesota amanda@takeactionminnesota.org

Editor's Notes

  1. In 2012, the Gordon and Betty Moore Foundation engaged the American Institutes for Research to convene a diverse group of stakeholders to forge a unified vision—a roadmap—for achieving meaningful patient and family engagement across the U.S. healthcare system. Building on decades of collected experience and evidence, this extraordinary effort by patients, advocates, clinicians, researchers, payers, funders, and policymakers provides a clear path forward. In the next 20 minutes, I’d like to discuss with you the societal, policy, and organizational factors that have shaped the patient and family engagement landscape, and then discuss our attempts to bridge key gaps in that landscape by creating a national roadmap for making patient and family engagement a reality.
  2. The current U.S. health care system is structurally and culturally provider-centered, not patient-centered—in spite of the intentions of many stakeholders. Many factors influence whether and to what extent patients are able to engage. The Patient and Family Engagement Framework that we published in Health Affairs in 2013 groups these factors into three categories: those related to patients, organizations, and society. Each set of factors acts on its own, and in conjunction with the other sets, to affect patients’ actions and engagement. Much of the work on patient and family engagement has focused on engaging patients more effectively at the level of direct care (e.g., obtaining preventive services, adherence to treatments, self care for chronic conditions), as well as on developing shared decision making tools and implementing them into routine care, albeit with limited success (Elwyn et al., 2013). Recent organizational innovations in health care have also focused on more patient and family engagement in direct care, including Accountable Care Organizations (ACOs), patient-centered medical homes, and interest in adopting patient-centered approaches to measuring health care outcomes and assessing provider performance. However, adoption of patient and family engagement efforts significantly lags behind research innovation. Efforts have focused less on involving patients and families in all aspects of care decisions, in organizational design and governance, or in the broader policy-level issues. Indeed, most work partnering with patients and families at the organizational design and governance level has been done by a few innovative organizations with exceptional commitment to patient and family engagement. Until recently, few compelling policy or financial incentives have motivated a broader set of organizations to change and to partner at the design and governance levels.
  3. It’s one thing to articulate a vision – but more important is how we go about achieving it. In the roadmap, the answer to “how do we go about realizing this vision” is found in the 8 change strategies. The 8 change strategies identified in this roadmap describe priority areas for action in practice and research and reflect areas with significant opportunity for growth and change and where improvements can help drive progress toward key patient and family engagement-related milestones and outcomes. In short, the describe the ways in which we all need to be moving the field forward. For each change strategy, the roadmap provides examples of tactics, or ways in which the change strategy can be executed along with milestones to help assess whether and to what extent we are progressing toward ultimate outcomes.
  4. We hope that organizations and individuals will review these strategies and tactics, and think about opportunities to push your current work further. Are there ways in which you could be driving toward greater partnership with patients and families? Opportunities to work across strategies to create more of an impact? We also hope that the roadmap will help people identify partnerships – while all of these change strategies are important, none of us can do this work alone – this is about creating a community and partnerships to drive progress toward outcomes – and using the roadmap to identify where there are opportunities to partner with others who have similar or complementary interests and goals. The roadmap can also help catalyze your efforts. A key component of the roadmap are the 5 Simple Actions – we’ve developed 5 simple actions for key stakeholder groups – patients, clinicians, health care organizations, policymakers—to jump start efforts. While change takes time, the beauty of the 5 simple actions is that you can do them today—taking steps toward change now. As Sue Collier noted in this quote, the power of the roadmap will only be realized when we take action – and it’s this action that will drive us toward true partnership between patients, families, clinicians, health care leaders, health care organizations, and all interested stakeholders.
  5. As we’ve noted, the goal is to create community and partnership around the roadmap, but more importantly, around this work. Given this, we encourage people to explore the roadmap website, download the roadmap, take from it what is helpful, and share this work widely. Please share your thoughts, reactions, and opinions with others and online – we’ve found that Twitter is a great way to spread the word, and we encourage people to tweet with the hashtag #PFEroadmap. Also, at the end of the convening, participants stood up and offered their commitments to push this work forward – it was a very powerful demonstration of their dedication to this effort. You can read these commitments and add your own at the website, www.patientfamilyengagement.org. The roadmap website also includes information to help you implement the change strategies – the resources section contains many helpful implementation guides and toolkits, case studies, and other materials from individuals and organizations who have been on the ground with this work. If you have additional resources that you think would be helpful, please submit them online at the website and we are happy to post them.
  6. Finally, our own commitment is to continue pushing this work forward, making information and tools available to the community, and helping to unify efforts. To that end, let us know how we can help. . And, we want to hear about your work. If you are doing things related to any of the change strategies, let us know what you’re doing and we’ll share it out. We thank all of you for your time today – we look forward to seeing this work continue as we all partner to move toward more patient and family engagement, and ultimately a better healthcare system.
  7. The 2010 Affordable Care Act promoted the creation of health care models that are patient-centered and engage consumers in their health care. There are several provisions of the law that require patient-centered measures be used when measuring quality care. Here, “patient-centered” measures refer to assessments of patient experience, satisfaction, engagement, and patient-centeredness of care. One widely-used measure, the Hospital Consumer Assessment of Healthcare Providers and Systems (HCAHPS), is a 27-item survey that assesses consumers’ experiences and satisfaction with their hospital’s health care (Centers for Medicare and Medicaid Services(a), 2014). HCAHPS results are part of the criteria for the Centers for Medicare and Medicaid Services’ Hospital Value-Based Purchasing program. This program, initially brought into law through the Affordable Care Act, uses a Medicare payment structure that rewards hospitals for the quality of care provided to patients and is now in use by 3,500 hospitals across the U.S. (Centers for Medicare and Medicaid Services(b), 2014). Our goal is to describe, compare, and contrast strategies and tactics consumer advocates are currently using to increase consumer engagement within these ACA programs and the broader health care system.
  8. We are conducting a three-year, multi-site evaluation of three national organizations funded to ensure the effective and meaningful inclusion of consumers in decision making related to major ACA health care delivery provisions for vulnerable populations. Through several qualitative data collection methods (key informant interviews, focus groups, record review, and observation), the evaluation assesses the effectiveness of the organization’s advocacy models, as well as the collective impact of the three organizations working in a coordinated fashion.
  9. Collectively, the aim of the CBC is…
  10. Framework to illustrate the range of definitions of consumer engagment. The text within the lighter colored boxes in rows to the right of the Levels of Engagement are examples.
  11. This initiative – the Campaign for Better Care --- focuses primarily on: ORGANIZATION POLICY MAKING Along the continuum, the focus covers consultation, involvement and Partnership & Shared Leadership.
  12. CMS, specifically the Medicare & Medicaid Coordination & the Innovation Center, has several areas of focus (top row)…. These areas of focus have three initiatives (middle row)…
  13. 3 grantees in the project – 1st one: Community Catalyst… Original slides: Organizational focus: Works to build a nationwide network of local and state health advocacy organizations and coalitions through sharing expertise via TA, creating learning communities, and providing resources, relationships, strategies, and information to strengthen those advocacy organizations and coalitions Primary CBC Goals: Shaping state policy development and implementation to incorporate consumers; institutionalizing consumer involvement in state policy as well as provider/health plan activities CBC Approaches: Support to state advocates via TA, learning communities, and providing resources, relationships, strategies, and information to advance state and local policy agendas Setting: Urban and rural communities and state capitols
  14. Original slides: Organizational focus: Advocates at the federal level for policies and laws that help women and families and supports effective implementation at local and state levels through technical assistance, consultation, and learning communities Primary CBC Goals: Supporting implementation of consumer engagement provisions in CMS new models of care delivery and quality improvement demonstrations among hospitals, primary care practices, and ACOs CBC Approaches: Technical assistance and consultation to CMMI and providers (hospitals and primary care practices); uses a combination of intensive TA and consultations, including training materials, site visits, “office hours” with selected provider groups, etc. Setting: Localities where CMS demonstrations are taking place
  15. Original slides: Organizational focus: Utilizes faith-based community organizing to address multiple problems and concerns within congregations & communities based on shared values Primary CBC Goals: Empowering consumers at the local level to become involved in collective action to improve individual and community health and well being; achieve Medicaid savings for care to high utilizers and return savings to local communities to further support community health CBC Approaches: Community organizing among Hot Spotter patients and community members to identify collective concerns and implement PICO organizing model; direct patient support as part of care management in some areas Setting: Communities served by local participating PICO federations
  16. Useful? Too much detail/information? – Leave in for now; split into 2 slides From original slides (edited to reflect same language as strategies/tactics slides): Consumers serve on decision-making bodies (e.g., ACO/hospital/primary care practice advisory councils, quality/safety/performance improvement committees ) Creation of formal mechanisms for obtaining consumer feedback on health services and health service needs (e.g., membership surveys)
  17. Useful? Too much detail/information? – Leave in for now; split into 2 slides From original slides (edited to reflect same language as strategies/tactics slides): Consumer use of programs that help individuals and family caregivers be more engaged in their health (e.g., evidence-based programs such as the Chronic Disease Self-Management )
  18. Examples of tactics from the CBC project Useful? Too much detail/information? – Claire said to leave as is for now
  19. Strategy #1: Educate, Engage & Influence Federal & State Policy Makers to Incorporate Consumers’ Needs & Interests into Policy Tactics: Draft model policies and laws and otherwise help shape legislation Work with federal and state officials on the development of regulations and rules for implementation of new laws Track the impact of legislation on target populations Monitor public officials to hold them accountable Example of CC’s work at the state level
  20. Strategy #2: Engage Consumers to Participate in Decision Making & Ensure Their Perspective is Heard Tactics: Assist in recruiting for and support consumer participation on advisory councils Assist in training consumers to participate in advisory councils or boards Train consumers to educate and advocate with policy makers, plans, and providers Use compelling patient stories to illustrate conditions and motivate action Educate consumers about their rights in the health care system Provide direct assistance to individual consumers Example of NP’s assistance in creating advisory councils
  21. Strategy #3: Engage Health Plans & Providers to Genuinely Involve Consumers in Decision Making Tactics: Provide health plans and providers with technical assistance and other supports to promote staff’s understanding of consumer engagement and patient-centered care Provide providers and plans technical assistance and educational tools to support their engagement of consumers in decision making related to service delivery Assist plans and providers to recruit and support consumer participation on advisory councils Again, example of NP’s assistance with advisory councils (as pertains to above)
  22. Strategy #4: Engage With Other Organizations to Act Collectively in Support of Consumer Engagement Tactics: Create sustainable “learning communities” amongst existing organizations in the advocacy community to work collectively Convene stakeholders to communicate on issues related to consumer engagement. Sponsor roundtables and other events that convene a wide range of stakeholders and then facilitate communication among these stakeholders on issues pertinent to consumer engagement Build stronger “advocacy networks” or coalitions by forging communication and ties amongst already-existing consumer advocate groups in a specific region or locality Example of PICO’s work with community groups or with using patients as story-tellers of their success/advocates
  23. Original slide: Flexibility matters Relationships matter Creating a learning community is important Focusing on both the system level & local level is important Flexibility matters: The context and timing of CE efforts can lead to delays or quick progress Advocates learn as they go. Relationships matter: History can create long-standing relationships, either positive or negative Creating a learning community is important: Sharing of expertise and skills is important Focusing on both system level and local level is important: Tailored “tools” and a local focus can lead to success at the site level Pursuing policy system level levers accelerates and systemizes the consumer engagement agenda
  24. Provider/clinician investment in consumer engagement is crucial Consumer engagement must be incorporated into concurrent system reforms
  25. Common challenges: consumer health literacy & complexity of the health care system --- fear of feasibility of changes – providers concerned about being able to responsive to consumer feedback
  26. For advocates: - Does consumer engagement make a difference? – need to be able to assess that CE contributes to outcomes For evaluators & researchers: Need more & better metrics in order to demonstrate the value of consumer engagement in improving health outcomes Need for sustainable and scalable model: scalable model especially important with state demonstrations
  27. Name and title. We organize and unite the power of individuals and organizations to address issues that impact them. On health care we have worked for many years to expand access to care and health, always from the consumer perspective or as we like to call consumers – people. We have worked closely with Community Catalyst for many years now, and in partnership with the RWJF, to build a system of advocacy in Minnesota.
  28. Today I want to talk a little about what that system of advocacy has accomplished, and what role advocates are and can play in Health System Transformation. Minnesota has among the most comprehensive coverage… This graphic shows how these various programs fan out across the income spectrum, with others like Medicare and the VA, being dependent on non-income factors We are also a leader in health system transformation as a state with a SIM grant, many public and private ACOs… TAMN and other advocates has played a very active role in coverage expansion, and like advocates in many other states have been interested in and somewhat engaged in health system transformation issues like reigning in costs in our managed care programs, looking at the relationship between health care needs and transportation and housing, sitting on committees here and there – but we have lacked capacity to engage as fully and are really focused now on engaging further.
  29. So as an example, want to talk about how Minnesota’s consumer advocacy community, and TAMN specifically, have worked over the past several years to protect and expand MinnesotaCare. Should say – “is making possible” because we’ve had a few rounds on MNCare, one which just finished up, and this presentation will touch on just a couple of them. MNCare is a program that serves low-income workers between Medicaid and affordable private coverage. Earning $16-24K for an individual = about $8-$12 an hour. Founded over 20 years ago and, thanks to advocates’ work, not lost but improved during the transition to the ACA. This front page article was, in fact, the result of advocacy and a part of our strategy to make sure that the public, and stakeholders, were not confused about a new proposal that said it would simply “modify” MNCare. We knew that it had to be clear what was at stake was the end of MNCare. We worked with the Minnesota Budget Project, Legal Services Advocacy Project, AARP, health care unions, and others to understand the proposal, explain it to reporters, and put a human face on it.
  30. An early battle was to get the federal government to release regulations on the Basic Health Plan in time for Minnesota to take advantage of it. We mobilized over 80 (?) organizations to work with the Dayton administration and our congressional delegation to get those regulations issued in time. This is Senator Franken receiving an award at our annual dinner that year where he shared the story of making the ask to President Obama on AirForce One as they flew to Minnesota after a fatal shooting at a print shop here where Obama spoke about gun control. Disclaimer: Not every campaign involving consumer advocates will result in a conversation on Air Force One, but some will.
  31. At the same time we had to keep the legislature from proactively ending MinnesotaCare. Successful advocacy requires making complex issues simple – or at least simpler, and putting them in terms people can understand. This Infographic was shared on facebook during 2013 legislative session, and this photo shows another image we used to simplify how MinnesotaCare fit in to a number of complex issues that year. This round ended with an improved MNCare.
  32. This year there was again a proposal to proactively end MNCare. John and Ruth are among many who have shared their stories to help others. All of our advocacy hinges on people – whether it’s a bunch of people at the Capitol, emails to legislators, stories in the press or on social media, or wading into the regs. We need to engage people to get it done, and we need input from people to know what needs to be done. We find people and connect them – John is someone one of our organizers met going door to door in lower-income pockets in the suburbs to hear people’s stories and inform them about enrollment opportunities through MNsure. John was someone we found who had already found MNsure and through it MNCare - he lost his job two years ago and couldn’t afford the $789/month Cobra premium. So, he went without insurance. When MNsure opened, he enrolled and found out that he qualifies for MNCare. He then found out his diabetes had worsened while he was uninsured, and he was able to treat it and, unfortunately, have his toe amputated before it worsened. We collect stories at enrollment events and on transit as well. Ruth was referred to a navigator by a friend of hers who is active with TakeAction, and from there she got engaged working to preserve MNCare. This is her testifying at around 10:30 at night after sitting with me in a hearing room for 9 hours.
  33. The results of this round were mixed. We saved the MNCare program, but lost funding for it. $65 million in cuts were made without much thought to what that means to the real people on the program. During the last, harried weekend of legislative session, we scrambled to put this number into relatable language. We figured out that it means a tripling of out-of-pocket costs for consumers, and then called some of our story tellers to find out what that means for them. We received answers like “I’ll have to skip some of my ‘optional’ health care like my anti-depressants,” “I won’t be able to send my kids on a field trip,” “I won’t make my car payments,” “It’s tough because my rent just went up, too,” and “I’ll think twice about going to the doctor.” We were able to share out those stories on social media and did make an ask of the governor to rescind the cuts. Unfortunately, this did not happen, which means we will probably be fighting for MNCare next session, too.
  34. There has been consumer engagement in individual efforts – Hennepin Health, St. Stephen’s working with individual HMOs to provide case workers for homeless Medicaid enrollees. There is room for much more of that but also for a consumer role a level up. Thinking about the roles I’ve described, how could health system transformation efforts be strengthened or expanded with that kind of engagement?
  35. Final thought – to give the most meaningful input, consumers need support. Think about going through existing organizations that have relationships and knowledge. Think about funding the participation of those who don’t get paid specifically to engage on these issues.