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Solving	CHF	Readmissions	Using	
Psychographics	+	Technology	
Introduc8on	by	Eduardo	Sanchez,	M.D.,	M.P.H.,	FAAFP,		
Chief	Medical	Officer	for	Preven8on,	American	Heart	Associa8on
•  Introduc8ons	&	Objec8ve	
•  Heart	Failure	and	the	Opportunity	for	Reducing	Hospital	Readmissions	
•  The	Role	of	Psychographic	Segmenta8on	and	Adap8ve	Technology	
•  Case	Study:		Significantly	Reduced	30-Day	CHF	Readmissions	
•  Going	Forward:		Preven8on	of	Disease	Progression	
•  Q&A		
Agenda
Featured Speakers
Patrick	Dunn	
Sr.	Program	Manager	
Center	for	Health	
Technology	&	Innova@on	
American	Heart	Associa@on	
Casey	Albertson	
President	
Pa@entBond
What	is	Heart	Failure?	
• Heart	failure	occurs	when	the	
heart	muscle	is	weakened	and	
cannot	pump	enough	blood	to	
meet	the	body's	needs	for	
blood	and	oxygen.		
• Blood	will	back	up	into	the	
lungs,	causing	shortness	of	
breath,	and	the	legs,	resul8ng	
in	swollen	ankles.
A large, and growing
popula6on
• 6.5	million	Americans	
live	with	heart	failure	
• 1	million	hospital	
discharges	per	year	
• Expected	to	grow	46%	
by	2020	to	8	million
Impact	of	heart	failure	
1	year	mortality	29.6%	
5	year	mortality	54-61%	
Es8mated	cost	is	$30	billion	
•  68%	of	costs	are	direct	medical	
30	day	readmission	rate	is	20-25%
Heart	failure	
readmission	preven@on	
strategy	
• Goal:		20%	reduc8on	in	heart	
failure	readmission	rates	
• Public	repor8ng	of	hospital	
quality,	percep8on,	
readmission,	and	mortality	
• Readmission	penal8es
• Get	With	The	Guidelines	
2006-2009	readmission	rate 	 	20%	
2009-2012	readmission	rate 	 	19%	
1	of	70	hospitals	achieved	a	20%	reduc8on	
How is 20% reduction in heart failure
readmission rates strategy working?
5%
• Hospital	Compare	
2006-2009	readmission	rate 	 	24.7%	
2009-2012	readmission	rate 	 	23.1%	
2.6%	of	hospitals	achieved	a	20%	reduc8on	
6.4%	
How is 20% reduction in heart failure
readmission rates strategy working?
Science	Transla@on	
Mul$-disciplinary	Professional	Educa$on	
Courses,	Scien$fic	Conferences	&	Events	
with	reach	to	global	audiences	
Diagnosis	or		
Acute	Event	
Pa$ent	Educa$on	at	Point	of	
Care	(Pa$ent	TV),	Quality	&	
Systems	Improvement	programs	
Care	Transi@ons		
Educa$onal	tools	–	print	and	digital,	
Support	Network,	CHTI	AHA	Inside	
Models,	Self-Management	PlaLorms	
Science		
Discovery	
Strategically	Focused	Research	
Networks,	My	Research	Legacy,	
Heart	&	Stroke	Registry,	
Scien$fic	Statements	and	
Guidelines,	Scien$fic	Journals	
At	Home	
Mul$-Media	Campaigns,	Educa$onal	
tools	–	print	and	digital,	Support	
Network,	Self-Management	PlaLorms,	
Heart	&	Stroke	Registry,	Community	
Programs,	Volunteer	Navigators	
American	Heart	
Associa@on	strategy
AHA CarePlan Solutions
Derived from the evidence based guidelines
What is a CarePlan?	
A	Care	Plan	is	a	way	to	execute	evidence	based	guidelines.			
•  Type	&	frequency	of	assessments	
such	as	electrocardiogram,	cardiac	enzymes,	and	blood	pressure	
• Decision	making	(and	shared	decision	making)	in	regards	to	treatments	&	
interven@ons		
such	as	open	heart	surgery	vs.	stent	
• Medica@on	management	
• Pa@ent	&	family	educa@on	
• Coordina@on	of	care	
CENTER	FOR	HEALTH	TECHNOLOGY	&	INNOVATION		
12	
Beyond	taking	their	medica@ons,	many	
pa@ents	have	ques@ons	like	to	know:	
What	should	I	eat?	
What	are	my	physical	ac$vity	
limita$ons?	
What	are	common	signs	and	symptoms?	
How	do	I	communicate	informa$on	to	
my	healthcare	team?
13	
Yet We Have The Typical
Post-Acute Experience
n  Too	much	informa8on	
n  Too	many	choices	
n  Everything	is	hard	
n  I	feel	all	alone	
n  Who	can	I	trust?
Psychographic	Segmenta8on	
&	
Adap8ve	Technology
Background
Is Education the Answer?
Psychographic Segmentation
Agtudes	
Beliefs	
Values	
Lifestyles	
Personali8es
Five Healthcare Psychographic Segments
Segment Description Engagement Strategy
Self
Achievers
24%
I take ownership of my health and I actively take steps to
be healthy. I focus on achieving my goals and objectives.
A disease is another challenge to be overcome.
Achieve the goal
Balance
Seekers
18%
I am open to many ideas and options, as long as they
make sense for me. I need context to understand ideas
and recommendations.
Context, Candor and
Choices to be made
Priority
Jugglers
18%
I worry more about my family’s health than my own. I am
constantly on the go, juggling many responsibilities, so
getting sick is not an option.
How the family/others will
benefit;
Commitment & duty
Direction
Takers
13%
I look to my physician and other health care professionals
for guidance and direction on what I need to do to address
my disease.
Doing what I ask of you
Willful
Endurers
27%
There are more important things in my life to focus on than
improving my health. I live in the “here and now”.
Living for today
The Segments Are Among Every Population
and Health Condition
0%
5%
10%
15%
20%
25%
30%
35%
40%
Gen Pop 18-24 Hispanic Medicaid Uninsured HMO Health
Balance Seekers
Willful Endurers
Priority Jugglers
Self Achievers
Direction Takers
0
10
20
30
40
50
60
70
Total Rep Pneumonia* Chronic
Obstructive
Pulmonary
Disease
(COPD)
Heart Attack/
Failure*
Had A Hip
Replacement
Had A Knee
Replacement
Balance Seekers
Willful Endurers
Priority Jugglers
Self Achievers
Direction Takers
Issues tied to 30
day readmission
PatientBond:
Consumer Psychology + Adaptive Technology
Dear	Trevor,		
	
I	want	to	personally	thank	you	for	being	a	pa9ent	at	Priority	Care.	As	you	probably	
know,	our	number	one	goal	here	is	to	provide	the	absolute	best	healthcare	
possible	in	a	comfortable	seAng.		
	
Did	you	know	that	new	pa9ents	generally	find	out	about	our	prac9ce	through	
word-of-mouth	from	pa9ents	like	you?	So	that	brings	me	to	a	favor	I	would	like	to	
ask	you.	Could	you	please	take	a	few	minutes	to	think	of	some	friends	and	family	
members	of	yours	who	may	be	looking	for	a	medical	clinic	and	let	them	know	
about	us?	Whether	it's	one	person,	ten	people	or	even	more,	your	referral	would	
be	greatly	appreciated.	
	
So,	please	feel	free	to	introduce	them	to	our	office,	and	I	promise	we	will	take	
very	good	care	of	them.	If	you	have	any	ques9ons	at	all,	please	feel	free	to	call	us	
at	312	402	4006.	
	
Thanking	you	very	much	in	advance!	
	
Very	truly	yours,	
Dr.	Kalpana	Narang	
	
P.S.	The	referral	of	a	friend	or	a	loved	one	is	the	ul9mate	compliment	you	can	give	
us.	Thanks	again!	
This email is provided as a service by Priority Care. Click here to Unsubscribe.
This message contains information which may be confidential and/or privileged. Unless you are the
intended recipient (or authorized to receive for the intended recipient), you may not read, use, copy or
disclose to anyone the message or any information contained in the message. If you have received
the message in error, please delete the message thereto without retaining any copies.  
Powered by  PatientBond
Email	 Text	 Interac@ve		
Voice	Response	
Your	Healthcare	Consumer	
Audience	
Pa@entBond	segments	your	
pa@ents/consumers	
Pa@entBond	modifies	
pa@ent	behavior	using	a	
preference	based,	outbound	
communica8ons	plajorm
Who?
Why?
What?
How?
Who is this patient
What are they doing?
Why are they doing what
they do?
How should we reach out
to them?
Healthcare	focuses	here	
Psychographics	add	focus	here	
•  Healthcare	historically	knows	“WHAT”	pa$ents	are	doing		
•  To	change	behavior	you	must	know	“WHY”	pa$ents	are	doing	things	
Healthcare Behavior Change Foundation
Pa@entBond	executes	here
•  Large,	nonprofit	hospital	system	
	
•  Objec8ves	-	Use	the	Pa8entBond	plajorm	to:	
•  Primary:	Reduce	Readmission	Rates	aker	CHF	
Discharge	currently	at	18.5%		
•  Secondary:	Improve	pa8ent	experience	&	
engagement	while	op8mizing	nurse	8me	
	
CHF 30 Day Readmissions Reduction Pilot
Discharges by Segment Type
Direc&on	Taker	
37%	
Self	Achiever	
31%	
Priority	Juggler	
15%	
Willful	
Endurer	
14%	
Balance	Seeker	
3%	
Remember,	all	5	
segments	are		
usually	there…just	
the	distribu8on		
changes
Communication Sequence Over 30 Days
1! 3! 5! 10! 15! 20! 30!
Discharge
instructions and
Welcome to 30 day
program!
How to track
recovery and
symptoms!
Medication
Adherence!
Follow up Appointment
and access questions!
Monitoring your
weight!
When to seek
medical attention!
Your recovery
zone!
Salt and Fluid
in your diet!
Appointment
Follow Up!
Making Changes
in your Diet!
Activity, Smoking,
Drinking Tips!
Congratulations!!
2! 4! 7! 12! 17! 25!
Days after Discharge!
Medication Status
& Access!
Communications Include Patient Response Prompts
Patients Answer the Five Questions
Patient Response Dashboard
Patient Responses Across Engagement Timeline
Responses By Segment
FTEs WILL MANAGE THE EXCEPTIONS !
86.9%!
78.3%!
80.0%!
91.7%!
89.1%!
83.5%!
65.0%!
70.0%!
75.0%!
80.0%!
85.0%!
90.0%!
95.0%!
100.0%!
0!
100!
200!
300!
400!
500!
600!
700!
800!
All Patients! Balance Seeker! Willful Endurer! Priority Juggler! Self Achiever! Directiion Taker!
Total Responses! Green Responses! Red Respnses! % Green Responses!
•  315	CHF	discharges	over	5	months	
	
•  90%	reduc@on	in	30	days	all-cause	readmissions	(from	18.5%	to	<2%)	
	
•  62%	pa8ent	response	rate	to	14	waves	of	psychographic	communica8ons	
•  94%	of	pa8ents	(age	65+)	liked	the	electronic	discharge	process	and	digital	
communica8ons	
Results
•  315	CHF	discharges	over	5	months	
	
•  90%	reduc@on	in	30	days	all-cause	readmissions	(from	18.5%	to	<2%)	
	
•  62%	pa8ent	response	rate	to	14	waves	of	psychographic	communica8ons	
•  94%	of	pa8ents	(age	65+)	liked	the	electronic	discharge	process	and	digital	
communica8ons	
Results
What is the Opportunity?
		 		
Discharges	per	
Month	
Current	System	
Readmission	Rate	
Expected	
System	
Readmissions	
ENTER	
	Costs	per	
Readmission	
Expected	
Costs	
ENTER	
Projected	
Reduc@on	
Percentage	
Readmission	
Savings	
CHF	 30	 24%	 7	 $9,000	 	$64,000		 30%	 	$19,200		
AMI		 20	 20%	 4	 $5,000	 	$20,000		 30%	 	$6,000		
CABG		 10	 23%	 2	 $10,000	 	$20,000		 30%	 	$6,000		
Mo.	Savings	 	$31,200
The	process	is	preoy	easy	
TOPIC	 FTEs	involvement/	reviews	/	training	 Tradi@onal	Oversight	
1	-Content	Review	
		
		
CLIENT	reviews	pa8ent	communica8ons	
for	content,	sequencing	and	cadence		
Medical	Director	
Cardiac	Care	Team	
2-Using	the	new	pa@ent	discharge	
APP	(this	can	be	as	simple	as	a	URL)	
		
Discharge	team	to	watch	a	15	minute	
video	/	adds	5-8	min	to	discharge	
Technology	officer	to	
determine	HOW	we	
deliver		
		
3-Management	of	the	Pa@ent	
Dashboard	
		
		
Call	center	learns	the	dashboard	process	
(45	min	web	ex)	
		
Call	Center	Supervisor	
Measurements	–	Current	CHF	readmission	rate	
Paperwork	–	BAA	and	EULA
CONFIDENTIAL	
Going	Forward:		Reducing	Disease	Progression	
Big	Opportuni8es	for	Collabora8on
Lessons	learned?		
•  Heart	failure	pa8ent	have	mul8ple	
co-morbidi8es	
•  Plan	must	be	personalized,	and	
relevant	
•  Cannot	be	one-size-fits-all
36	
AHA Inside: Improving health outcomes
with personalized, engaging tools
Using	a	research-based	personalized	experience	helps	pa@ents	create	durable	behavior	change.	
AHA’s	Life’s	Simple	7TM	
the	seven	most	important	predictors	of	heart	health	
Get	
Ac@ve	
Eat	
Bejer	
Manage	
Weight	
Stop		
Smoking	
Reduce	
Blood	Sugar	
Control	Blood	
Pressure	
Control	
Cholesterol	
•  Connected	Heart	Health	was	developed	to	
improve	the	quality	of	life	for	pa8ents	by:	
• Connec@ng	pa8ents	to	the	healthcare	
providers,	caregivers,	and	other	pa8ents	
• Transla@ng	the	AHA	guidelines	in	easy	to	
understand	steps	to	promote	self-care	
• Accessing	pa8ents	educa8on	resources,	
developed	by	the	AHA,	designed	to	improve	
knowledge,	health	literacy,	and	behaviors,	
leading	to	improved	outcomes	
• Sharing	pa8ent	reported	measures	with	
healthcare	providers
Mee@ng	People	Where	
They	Are	
COMMUNITY
 HEALTHCARE
DAILY LIFE
BROCHURES	
&	KITS	
WEBSITES	
MULTI-MEDIA	
CAMPAIGNS	
CORPORATE	&	
COMMUNITY	
PROGRAMS	
SUPPORT	
NETWORK	&	
PREFERENCES	
REGISTRY	
DIGITAL	SELF-
MANAGEMENT		
TOOLS	
PATIENT	TV
Why	pa@ent	person	
centric?	
•  Person	can	overcome	
odds,		
the	disease	cannot	
•  Person:		
•  Nothing	to	do	with		
illness	and	disease	
•  It	is	not	about	disease,		
it	is	about	life.	
“do	the	things	I	like	to	do”	
“I	want	to	be	happy”
HMA-Personalized Care Plans
Health	Mo@va@on	Assessment	
(HMA)	 Sets	the	Priori@es	 Personalizes	Communica@ons	
Psychographic	Segmenta@on	AHA’s	Life’s	Simple	7TM	
the	seven	most	important	predictors	of	heart	health	
Get	
Ac4ve	
Eat	
Be9er	
Manage	
Weight	
Stop		
Smoking	
Reduce	
Blood	Sugar	
Control	Blood	
Pressure	
Control	
Cholesterol	
Self	Achiever	
Balance	Seeker	
Priority	Juggler	
Direc8on	Taker	
W
illful	Endurer	
Glucose	
Physical	Ac8vity	
Nutri8on	
Weight	
Smoking	
Cholesterol	
Blood	Pressure	
12-52	week	program	with	segment	specific	messaging	&	frequency
•  Cardiac	30	Day	Readmission	Reduc8on	programs	
•  CHF	
•  AMI	
•  CABG	
•  12	week	Wellness	Program	
•  Targeted	toward	General		Popula8on	
		
•  12	month	Management	Program	
•  Heart	Failure	
•  CABG	
•  CAD	
•  AMI	
•  Arrhythmia	
•  Stroke	
	
Collabora6ng in Cardiovascular Disease Preven6on
Current strategy
Science	 Technology	
Behaviors
Thank	You!		
Patrick	Dunn 	 	Casey	Albertson	
pat.dunn@heart.org 	casey@pa8entbond.com	
	
AHA@pa8entbond.com

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Solving CHF Readmissions Using Psychographics + Technology