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Creating practical active care plans
A framework using behavioral economics + design thinking
Education
● BS, Kinesiology - San Diego State University
● DC, Doctor of Chiropractic - Palmer College
● MBA, General Management - Cornell SC Johnson College of Business
● MS, Healthcare Leadership - Weill Cornell Medical College
Experience
● One Medical - On-site employer healthcare
● ACA Quality & Assurance - Committee member
● Orthology - UnitedHealth funded physical medicine clinics
● Adjunct faculty at Palmer College of Chiropractic
Background
Why this method?
Communicating with patients effectively is imperative to the delivery of
high quality healthcare. In the world of physical medicine we give active
care advice to help our patients navigate the world after their
appointments.
Structuring advice while using basic design thinking and behavioral
economics themes, we can methodically streamline our communication,
improve outcomes, and deliver patients a fantastic consumer centered
healthcare experience.
-Isaac Borowiec, DC, MBA, MS © 2019
Practical active care is more than an exercise.
Home exercises
● Personal workouts
● Rehabilitation
exercises
Active care
Daily routines
● Picking up objects
● Lifting children
Learned habits
● Laptop posture
● Sit-to-stand posture
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Take a broad
approach to what
you consider active
care to fully
encompass moments
of the day that can
impact patient
recovery.
Structuring advice helps patients understand solutions.
● Lifting heavy objects
● Bending + twisting
● Gentle walking
● Standing more than sitting
● Standing rather than sitting
● Extension exercises
● Thoughtful functional movements
Things NOT to do
Things OKAY to do
Things to HEAL faster
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Chronic low back pain
CONDITION
Consider how you
phrase advice to
patients and how
they perceive
options for their
recovery pathway.
Designing a patient centered active care plan:
Design
thinking
Behavioral
economics
Patient
centered
Built for
outcomes
Identify root goal Patient
● Plan makes sense
● Plan is realistic for patient
● Built for outcomes
● Focused on habits rather
than fixed rote exercises
● Patient empowered with
knowledge to course correct
Custom flexible solution
Goal: Autonomous patients which
are self-guided empowered
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
What is design thinking?
An iterative approach leading to
optimal solutions
Human centered process
for ideation
Intentional application
of empathy to process design
Process which creates a naturally
sustaining solution to needs
A structured thought & experiment process that helps
create optimal human centered solutions.
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
How to start using design thinking in clinical practice.
Use conversation to understand the
daily environment they live in and
about hindrances to their healing and
poor habits.
Use:
“how might we” language
Abductive reasoning:
A process of observation and
learning from which core needs are
identified.
Discovery process Ideate Possible Solutions
“How might we relax after work in
positions that will not hinder back
healing?”
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Standard
use
Clinicalapplication
Design thinking applied to clinical practice:
Problem discovery
using
empathy with end user
(patient)
Ideation
&
Prototyping
Testing with patients
Feedback & Iterate each visit
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Sample use case:
Low back pain (chronic)
New parent
Long commute
Loves to watch netflix
while playing with kids
Extension based rehab
&
Modifying posture during
lifting kids
Patients forgot to do
rehab exercises, but were
able to modify lifting
children
Start lunging with picking up kids, and
brush teeth in lunge position at
bathroom sink
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Iterative approach
Specifically useful with non-compliant patients
Ideal exercise
prescribed and taught
in detail
Patient doesn’t find
time for daily / weekly
exercises
Re-think what exercise is with
novel methods of implementation
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Why behavioral economics?
Better self-care habits increases the
value of your care
Patient lifestyle is extremely
important to health outcomes
Improving doctor-patient
communication can improve care
and outcomes
Major health systems are
implementing behavioral
economics into practice
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Behavioral Economics
Economic theory Behavioral psychology
+
How people actually act
in the real world
A library of tools best used in particular contexts to affect desired behavior change.3
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Bounded reality Choice fatigue
An inventory of behavioral economics tools:
Prospect theory
Libertarian
paternalism
Rational decision
making
Heuristics +
Rules of thumb
H. Simon - 1950
Kahneman & Tversky - 1980
Thaler & Sunstein - 2008
Neoclassical economics
Thomas Rice, UCLA - 2013
Loss aversion
Nudge theory
Ideal economic decision
making Supply & Demand
Framing
Status quo
bias
Asymmetrically prefer not
to lose,
rather than gain
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Choice fatigue leads to use of heuristics (rules of thumb).
Am I overloading
patients with
information on
1st visit?
How much actionable
advice to I give?
Consider framing
advice with context.
Consider adding
structure to advice.
Consider choice
fatigue and staggering
advice.
Healthcare provider
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
How can these strategies increase provider effectiveness?
Increase impact by
rethinking how to
communicate and
structure patient
advice.
Considering patients
may or may not follow
what we say when at
home.
How do we plan for
this uncertainty?
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Putting it together
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Design
thinking
Behavioral
economics
Patient
centered
Built for
outcomes
Custom flexible solution
Case # 1
Low back pain
New Parent
Chronic low back pain for a new parent
Busy task filled
home life
Current default
habits
Pain on flexion
Needs mobility
● Active care makes sense
● Identify dual-use time
○ common positions
(design thinking)
● Identify poor habits
● Retrain movement patterns
○ Squat (bending)
○ Lunge
○ House chores (dishes)
● 1-3 exercises max to do with
child on the ground as a game
(choice fatigue)
Custom solution
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
The role of iterative active care plans:
Prone extensions
Cat-Camel
Bird-dogLunge or Squat
Out
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Considering
behavioral
economics, limit
choices of exercises
to approximately 3,
then graduate
patient from easiest,
and insert harder
exercise.
This iterative design
helps to simplify
advise and keep
active care simple
and realistic for
patients over the
course of care.
New Parent’s customized tool box:
● 3 core exercises
● Practice child
‘put down’
New Parent
● Pain free
movement
● Avoid Lifting
heavy objects
● Make every bend
a lunge or squat
● Practice child
‘put down’
Home exercises Daily routines Learned habits
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Case # 2
Low back pain
Computer
engineer
Chronic LBP pain for computer engineer:
When is
standing more
practical than
sitting?
What
constraints can
we work around?
Cue - Response
for posture
hacks
Pre-programed
responses for
aches / pains
Pain on extension &
needs mobility
● Active care realistic at work
● Identify micro moments for
breaking poor habits
● Identify and distinguish
between ideal & poor
positions (design thinking)
● Retrain movement patterns
○ Seated posture
○ Build in variability hacks
○ Build in posture hacks
● 1-3 exercises max to do with
child on the ground as a game
(choice fatigue)
Custom solution
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
The role of posture hacks
Pre-set plan of what to do when CUE (ache) is
activated
Posture aches are cues to DO SOMETHING
RESPONSE to cue should decrease
discomfort so it reinforces better behavior
CUE
RESPONSE
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Computer engineer’s custom tool box:
● 3 core exercises
● Practice posture
hacks
New Parent
● Pain free
movement
● Find ways to
stand more
● Walking more
than sitting
● Avoid positions
of long term
flexion
● Flights and travel
● Turn posture
fixes into habits
Home exercises Daily routines Learned habits
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
Research and references
1. Nudge: Improving Decisions About Health, Wealth, and Happiness R. H. Thaler and C. Sunstein, New Haven: Yale University Press, 2008
2. The Behavioral Economics of Health and health care Thomas rice Annu. Rev. Public Health 2013 34:431-47
3. Changing the default on employer-based retirement programs so that employees must opt out of participation rather than in has greatly
increased employee participation in these programs. See J. J. Choi, D. Laibson, B. C. Madrian et al., "For Better or for Worse: Default Effects and
401(k) Savings Behavior," from D. Wise, Perspectives on the Economics of Aging (Cambridge, Mass.: National Bureau of Economic Research, June
2004).
4. Effect of a Game-Based Intervention Designed to Enhance Social Incentives to Increase Physical Activity Among Families, The BE FIT
Randomized Clinical Trial. Mitesh S. Patel, MD, MBA, MS1,2,3,4
; Emelia J. Benjamin, MD, ScM5,6,7
; Kevin G. Volpp, MD, PhD1,2,3,4
; et al
https://jamanetwork.com/journals/jamainternalmedicine/fullarticle/2655242
5. The Power of Habit: Why we do what we do, in life and business, Charles Duhigg, New York, Random House, 2012
6. The Pyramid Principle: Logic in Writing and Thinking, Barbara Minto, Prentice Hall, 3rd edition 2010
Created and compiled by: Isaac Borowiec, DC, MBA, MS ©

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Creating Practical Active Care Plans

  • 1. Creating practical active care plans A framework using behavioral economics + design thinking
  • 2. Education ● BS, Kinesiology - San Diego State University ● DC, Doctor of Chiropractic - Palmer College ● MBA, General Management - Cornell SC Johnson College of Business ● MS, Healthcare Leadership - Weill Cornell Medical College Experience ● One Medical - On-site employer healthcare ● ACA Quality & Assurance - Committee member ● Orthology - UnitedHealth funded physical medicine clinics ● Adjunct faculty at Palmer College of Chiropractic Background
  • 3. Why this method? Communicating with patients effectively is imperative to the delivery of high quality healthcare. In the world of physical medicine we give active care advice to help our patients navigate the world after their appointments. Structuring advice while using basic design thinking and behavioral economics themes, we can methodically streamline our communication, improve outcomes, and deliver patients a fantastic consumer centered healthcare experience. -Isaac Borowiec, DC, MBA, MS © 2019
  • 4. Practical active care is more than an exercise. Home exercises ● Personal workouts ● Rehabilitation exercises Active care Daily routines ● Picking up objects ● Lifting children Learned habits ● Laptop posture ● Sit-to-stand posture Created and compiled by: Isaac Borowiec, DC, MBA, MS © Take a broad approach to what you consider active care to fully encompass moments of the day that can impact patient recovery.
  • 5. Structuring advice helps patients understand solutions. ● Lifting heavy objects ● Bending + twisting ● Gentle walking ● Standing more than sitting ● Standing rather than sitting ● Extension exercises ● Thoughtful functional movements Things NOT to do Things OKAY to do Things to HEAL faster Created and compiled by: Isaac Borowiec, DC, MBA, MS © Chronic low back pain CONDITION Consider how you phrase advice to patients and how they perceive options for their recovery pathway.
  • 6. Designing a patient centered active care plan: Design thinking Behavioral economics Patient centered Built for outcomes Identify root goal Patient ● Plan makes sense ● Plan is realistic for patient ● Built for outcomes ● Focused on habits rather than fixed rote exercises ● Patient empowered with knowledge to course correct Custom flexible solution Goal: Autonomous patients which are self-guided empowered Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 7. What is design thinking? An iterative approach leading to optimal solutions Human centered process for ideation Intentional application of empathy to process design Process which creates a naturally sustaining solution to needs A structured thought & experiment process that helps create optimal human centered solutions. Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 8. How to start using design thinking in clinical practice. Use conversation to understand the daily environment they live in and about hindrances to their healing and poor habits. Use: “how might we” language Abductive reasoning: A process of observation and learning from which core needs are identified. Discovery process Ideate Possible Solutions “How might we relax after work in positions that will not hinder back healing?” Created and compiled by: Isaac Borowiec, DC, MBA, MS © Standard use Clinicalapplication
  • 9. Design thinking applied to clinical practice: Problem discovery using empathy with end user (patient) Ideation & Prototyping Testing with patients Feedback & Iterate each visit Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 10. Sample use case: Low back pain (chronic) New parent Long commute Loves to watch netflix while playing with kids Extension based rehab & Modifying posture during lifting kids Patients forgot to do rehab exercises, but were able to modify lifting children Start lunging with picking up kids, and brush teeth in lunge position at bathroom sink Created and compiled by: Isaac Borowiec, DC, MBA, MS © Iterative approach
  • 11. Specifically useful with non-compliant patients Ideal exercise prescribed and taught in detail Patient doesn’t find time for daily / weekly exercises Re-think what exercise is with novel methods of implementation Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 12. Why behavioral economics? Better self-care habits increases the value of your care Patient lifestyle is extremely important to health outcomes Improving doctor-patient communication can improve care and outcomes Major health systems are implementing behavioral economics into practice Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 13. Behavioral Economics Economic theory Behavioral psychology + How people actually act in the real world A library of tools best used in particular contexts to affect desired behavior change.3 Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 14. Bounded reality Choice fatigue An inventory of behavioral economics tools: Prospect theory Libertarian paternalism Rational decision making Heuristics + Rules of thumb H. Simon - 1950 Kahneman & Tversky - 1980 Thaler & Sunstein - 2008 Neoclassical economics Thomas Rice, UCLA - 2013 Loss aversion Nudge theory Ideal economic decision making Supply & Demand Framing Status quo bias Asymmetrically prefer not to lose, rather than gain Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 15. Choice fatigue leads to use of heuristics (rules of thumb). Am I overloading patients with information on 1st visit? How much actionable advice to I give? Consider framing advice with context. Consider adding structure to advice. Consider choice fatigue and staggering advice. Healthcare provider Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 16. How can these strategies increase provider effectiveness? Increase impact by rethinking how to communicate and structure patient advice. Considering patients may or may not follow what we say when at home. How do we plan for this uncertainty? Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 17. Putting it together Created and compiled by: Isaac Borowiec, DC, MBA, MS © Design thinking Behavioral economics Patient centered Built for outcomes Custom flexible solution
  • 18. Case # 1 Low back pain New Parent
  • 19. Chronic low back pain for a new parent Busy task filled home life Current default habits Pain on flexion Needs mobility ● Active care makes sense ● Identify dual-use time ○ common positions (design thinking) ● Identify poor habits ● Retrain movement patterns ○ Squat (bending) ○ Lunge ○ House chores (dishes) ● 1-3 exercises max to do with child on the ground as a game (choice fatigue) Custom solution Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 20. The role of iterative active care plans: Prone extensions Cat-Camel Bird-dogLunge or Squat Out Created and compiled by: Isaac Borowiec, DC, MBA, MS © Considering behavioral economics, limit choices of exercises to approximately 3, then graduate patient from easiest, and insert harder exercise. This iterative design helps to simplify advise and keep active care simple and realistic for patients over the course of care.
  • 21. New Parent’s customized tool box: ● 3 core exercises ● Practice child ‘put down’ New Parent ● Pain free movement ● Avoid Lifting heavy objects ● Make every bend a lunge or squat ● Practice child ‘put down’ Home exercises Daily routines Learned habits Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 22. Case # 2 Low back pain Computer engineer
  • 23. Chronic LBP pain for computer engineer: When is standing more practical than sitting? What constraints can we work around? Cue - Response for posture hacks Pre-programed responses for aches / pains Pain on extension & needs mobility ● Active care realistic at work ● Identify micro moments for breaking poor habits ● Identify and distinguish between ideal & poor positions (design thinking) ● Retrain movement patterns ○ Seated posture ○ Build in variability hacks ○ Build in posture hacks ● 1-3 exercises max to do with child on the ground as a game (choice fatigue) Custom solution Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 24. The role of posture hacks Pre-set plan of what to do when CUE (ache) is activated Posture aches are cues to DO SOMETHING RESPONSE to cue should decrease discomfort so it reinforces better behavior CUE RESPONSE Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 25. Computer engineer’s custom tool box: ● 3 core exercises ● Practice posture hacks New Parent ● Pain free movement ● Find ways to stand more ● Walking more than sitting ● Avoid positions of long term flexion ● Flights and travel ● Turn posture fixes into habits Home exercises Daily routines Learned habits Created and compiled by: Isaac Borowiec, DC, MBA, MS ©
  • 26. Research and references 1. Nudge: Improving Decisions About Health, Wealth, and Happiness R. H. Thaler and C. Sunstein, New Haven: Yale University Press, 2008 2. The Behavioral Economics of Health and health care Thomas rice Annu. Rev. Public Health 2013 34:431-47 3. Changing the default on employer-based retirement programs so that employees must opt out of participation rather than in has greatly increased employee participation in these programs. See J. J. Choi, D. Laibson, B. C. Madrian et al., "For Better or for Worse: Default Effects and 401(k) Savings Behavior," from D. Wise, Perspectives on the Economics of Aging (Cambridge, Mass.: National Bureau of Economic Research, June 2004). 4. Effect of a Game-Based Intervention Designed to Enhance Social Incentives to Increase Physical Activity Among Families, The BE FIT Randomized Clinical Trial. Mitesh S. Patel, MD, MBA, MS1,2,3,4 ; Emelia J. Benjamin, MD, ScM5,6,7 ; Kevin G. Volpp, MD, PhD1,2,3,4 ; et al https://jamanetwork.com/journals/jamainternalmedicine/fullarticle/2655242 5. The Power of Habit: Why we do what we do, in life and business, Charles Duhigg, New York, Random House, 2012 6. The Pyramid Principle: Logic in Writing and Thinking, Barbara Minto, Prentice Hall, 3rd edition 2010 Created and compiled by: Isaac Borowiec, DC, MBA, MS ©