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Welcome
Advancing Team-Based Care
WEBINAR 3: The Emerging Role of Nurses in Primary Care
March 31st, 2016
The Community Health Center, Inc. and its Weitzman Institute will provide
education, information, and training to interested health centers in:
Transforming Teams
• National Webinars on advancing team based care
• Invited participation in Learning Collaboratives to advance team based care at
your health center
Training the Next Generation
• Two National Webinar series on developing Nurse Practitioner and Clinical
Psychology residency programs and successfully hosting health professions
students within health centers
• Invited participation in Learning Collaboratives to implement these programs at
your health center
Email your contact information to nca@chc1.com and visit www.chc1.com/NCA.
Learning Objectives:
1. Participants will be able to name the ways in which nurses can be more
fully utilized in improving outcomes for patients.
2. Participants will be able to identify the process for implementing
independent nurse visits.
3. Participants will able to name two elements of complex care management.
Get the Most Out of Your Zoom Experience
• Send your questions using Q&A function in Zoom
• Look for our polling questions
• Live tweet us at @CHCworkforceNCA and #primarycareteams and #HRSAnca
• Recording and slides are available after the presentation on our website within one week
• CME approved activity; requires survey completion
• Upcoming webinars: Register at www.chc1.com/nca
The Emerging Role of Nurses in Primary Care:
Learning from Effective Ambulatory Practices
Community Health Center, Inc. and the MacColl Center for
Healthcare Innovation
March 31, 2016
Margaret Flinter, LEAP Co-Director
Brian Austin, LEAP Deputy Director
Why Primary Care Teams?
Improved
clinical
outcomes
Better
patient
access and
experience
Improved
support for
complex
patients
Reduced
burnout
Become a
recognized
PCMH
30 LEAP Sites
Team Structure:
Major Findings From Site Visits
Medical assistants, receptionists, and
lay-persons play key patient care roles .
Roles are expanded. All staff work at the
top of their license and skillsets.
All core teams supported by RN care
managers, behavioral health specialists,
pharmacists, etc.
Providers and their panels supported by
core teams consisting of MAs, front desk,
and others.
Primary Care Team
CentCore
Team
Provider
-MA
Teamlet
Provider
-MA
Teamlet
Provider
-MA
Teamlet
Extended Care
Team
• Receptionist
• Team RN
• Health Coach
• Panel Manager
• RN Care Managers
• Lay Caregivers
• Pharmacists
• Behavioral Health
Specialists
• Administrative Staff
RNs in 30 LEAP Sites
CentCore
Team
Provider
-MA
Teamlet
Provider
-MA
Teamlet
Provider
-MA
Teamlet
Extended Care
Team
• On Core Team (13 Sites) –
“Team RNs”
• On Extended Team (20) –
“RN Care Managers”
• RNs on both (7)
• No licensed nursing staff
(4)
Core Team RN Roles Observed
• Panel management in conjunction with
primary care provider
• Preventive, health promotion, and
chronic illness care management (in
conjunction with primary care
providers visits and independently)
• Daily schedule of nursing visits for
acute, episodic, prevention, and chronic
illness care under standing orders and
delegated order sets
• Supervision, leadership and training of
other team members
• Advice and triage, in person and by
telephone
Core Team RN Roles Observed (continued)
• Additional core team RN roles and focus
areas:
– Hospital or SNF Transition management
– Leading or co-leading groups
– Interdisciplinary team meetings
– Medication reconciliation
– Self management goal setting
– Quality improvement activities
– In some practices—complex care
management for subset of high
risk/acuity patients
– Home visits
RN Care Manager Roles Observed
• Complex care management of subpanels of
patients from multiple teamlets and teams
– Defined criteria for admitting and
discharging from care management
• Intensive transition management, in-patient
and post discharge
– May include home visits
• Intensive coordination of community
resources, directly or though an assigned case
manager or community worker
• Intensive management of complex health
problems often using delegated order sets
• Working with particularly vulnerable patients
Standing Orders and Delegated Order Sets
• Standing orders: authorized by a licensed independent health care
provider and authorizes the RN to address, assess, and treat specific
conditions across specific populations of patients, with recognition that
patients who present with exceptions to the norm are referred back to a
health care provider.
• Delegated order sets: established by a patient’s PCP for a specific patient
to be carried out by the RN in visits between the patient and the RN
based on assessment criteria.
Common Factors
• Roles were clear, and all operated to
the top of their training/abilities
• PCPs were supportive and confident in
RN capabilities
• Strong leadership support for
prioritizing patient-facing RN roles
• Career ladders explicit, not just for
RNs but all team members
• External and internal training in
complex care management (IHI,
OHSU)
• RNs had strong community ties and
devoted time to community
engagement
Investment and Resources
• Nurses on core team varied as to
whether their organizations submitted
billing for RN visits
– Medicaid coverage for RN visits seems to vary
by state.
– Medicare has explicitly eliminated the
“99211” nurse visit from payment in FQHCs.
• RN complex care managers funded by
grants, ACOs, insurance plans, and
sometimes by the practice itself
• Medicare coverage for transition
management and care coordination
were just beginning during the LEAP
project
Resource Spotlight #1
Resource Spotlight #2
Community Health Center, Inc.
Foundational Pillars
1. Clinical Excellence- fully Integrated teams, fully
integrated EMR, PCMH Level 3
2. Research & Development- CHC’s Weitzman Institute is
the home of formal research, quality improvement, and R&D
3. Training the Next Generation: Postgraduate training
programs for nurse practitioners and postdoctoral clinical
psychologists as well as training for all health professions
students
CHC Profile:
•Founding Year - 1972
•200+ delivery sites
•130k patients
The Role of the RN at Community Health Center, Inc.
At CHC, RNs are at the core
of the primary care team,
trained and supported as
complex care managers,
supporting comprehensive
health care services in a
patient-centered medical
home.
CHC Representatives:
Mary Blankson, Chief Nursing Officer
Sarahi Almonte, Nurse Supervisor
West County Health Centers
• Staff and Providers
• 195 employees - 160 FTEs
• 28 medical providers, 2 dentists, 16
behavioral health counselors and 1
psychiatrist
• Staffing Ratios relative to Provider
• Front Office 1.75 : 1
• MA 1.75 : 1
• RN 1.2 : 1
• BH 1 : 1
• CHW 1 : 3
25
Relational Care
“It is much more important to know
what sort of patient has a disease than
what sort of disease a patient has.”
-William Osler
RN Care Management
• Transition Care
• Complex Care Management
• High Risk Disease Management
• Care Coordination
MA Care Coordinator
• Care Logistics
• Simple Care Coordination
• RN Support
Community Health Worker
• Resource support
• Barrier Reduction
• Place-Based support
Behavioral Health
• Focused Behavioral Health
• Cognitive Behavioral Therapy
• Addiction Support
• Crisis support
PCHC Quick Facts
For you. For your family. For our community.
 Largest, most
comprehensive of
Maine’s 19 CHCs
 One of the largest of the
100 CHCs in New
England
 16 practice sites and
service locations
 Over 60,000 patients
> 2/3 low income
> 8000 uninsured
> 3,000 on
Marketplace
 Almost 400,000 patient
visits
 700 Employees (200
providers)
 Over $2 million written off for
sliding fee scale
 $74 million budget – only
9% from HRSA grants
 $44 million – salaries and
benefits
 Payer mix: MaineCare
26%, Uninsured 13%,
Commercial 41%
Open Space for Discussion
Reminders
Sign up for our next webinar in this series:
Data Driven Dashboards to Support Team Based Care
Thurs., April 7th, 3–4 p.m. EST
Complete our survey!
Sign up at www.chc1.com/NCA
Speakers
From Community Health Center, Inc.:
Margaret Flinter, APRN, PhD, Senior Vice President & Clinical Director
Kerry Bamrick, MBA, Senior Program Manager
Mary Blankson, DNP, APRN, FNP-C, Chief Nursing Officer
Sarahi Almonte, RN, Nurse Supervisor
Ramon Clarke, Medical Assistant
From MacColl Center for Health Care Innovation, Group Health Research Institute:
Brian Austin, Deputy Director
From West County Health Centers:
Jason Cunningham, DO, Agency Medical Director
Jymmey Purtill, RN, Clinic Nurse Manager
From Penobscot Community Health Care:
Eric Perkins, RN, Nurse Care Manager

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Advancing Team-Based Care: The Emerging Role of Nurses in Primary Care

  • 1. Welcome Advancing Team-Based Care WEBINAR 3: The Emerging Role of Nurses in Primary Care March 31st, 2016
  • 2. The Community Health Center, Inc. and its Weitzman Institute will provide education, information, and training to interested health centers in: Transforming Teams • National Webinars on advancing team based care • Invited participation in Learning Collaboratives to advance team based care at your health center Training the Next Generation • Two National Webinar series on developing Nurse Practitioner and Clinical Psychology residency programs and successfully hosting health professions students within health centers • Invited participation in Learning Collaboratives to implement these programs at your health center Email your contact information to nca@chc1.com and visit www.chc1.com/NCA.
  • 3. Learning Objectives: 1. Participants will be able to name the ways in which nurses can be more fully utilized in improving outcomes for patients. 2. Participants will be able to identify the process for implementing independent nurse visits. 3. Participants will able to name two elements of complex care management.
  • 4. Get the Most Out of Your Zoom Experience • Send your questions using Q&A function in Zoom • Look for our polling questions • Live tweet us at @CHCworkforceNCA and #primarycareteams and #HRSAnca • Recording and slides are available after the presentation on our website within one week • CME approved activity; requires survey completion • Upcoming webinars: Register at www.chc1.com/nca
  • 5. The Emerging Role of Nurses in Primary Care: Learning from Effective Ambulatory Practices Community Health Center, Inc. and the MacColl Center for Healthcare Innovation March 31, 2016 Margaret Flinter, LEAP Co-Director Brian Austin, LEAP Deputy Director
  • 6. Why Primary Care Teams? Improved clinical outcomes Better patient access and experience Improved support for complex patients Reduced burnout Become a recognized PCMH
  • 8. Team Structure: Major Findings From Site Visits Medical assistants, receptionists, and lay-persons play key patient care roles . Roles are expanded. All staff work at the top of their license and skillsets. All core teams supported by RN care managers, behavioral health specialists, pharmacists, etc. Providers and their panels supported by core teams consisting of MAs, front desk, and others.
  • 9. Primary Care Team CentCore Team Provider -MA Teamlet Provider -MA Teamlet Provider -MA Teamlet Extended Care Team • Receptionist • Team RN • Health Coach • Panel Manager • RN Care Managers • Lay Caregivers • Pharmacists • Behavioral Health Specialists • Administrative Staff
  • 10. RNs in 30 LEAP Sites CentCore Team Provider -MA Teamlet Provider -MA Teamlet Provider -MA Teamlet Extended Care Team • On Core Team (13 Sites) – “Team RNs” • On Extended Team (20) – “RN Care Managers” • RNs on both (7) • No licensed nursing staff (4)
  • 11. Core Team RN Roles Observed • Panel management in conjunction with primary care provider • Preventive, health promotion, and chronic illness care management (in conjunction with primary care providers visits and independently) • Daily schedule of nursing visits for acute, episodic, prevention, and chronic illness care under standing orders and delegated order sets • Supervision, leadership and training of other team members • Advice and triage, in person and by telephone
  • 12. Core Team RN Roles Observed (continued) • Additional core team RN roles and focus areas: – Hospital or SNF Transition management – Leading or co-leading groups – Interdisciplinary team meetings – Medication reconciliation – Self management goal setting – Quality improvement activities – In some practices—complex care management for subset of high risk/acuity patients – Home visits
  • 13. RN Care Manager Roles Observed • Complex care management of subpanels of patients from multiple teamlets and teams – Defined criteria for admitting and discharging from care management • Intensive transition management, in-patient and post discharge – May include home visits • Intensive coordination of community resources, directly or though an assigned case manager or community worker • Intensive management of complex health problems often using delegated order sets • Working with particularly vulnerable patients
  • 14. Standing Orders and Delegated Order Sets • Standing orders: authorized by a licensed independent health care provider and authorizes the RN to address, assess, and treat specific conditions across specific populations of patients, with recognition that patients who present with exceptions to the norm are referred back to a health care provider. • Delegated order sets: established by a patient’s PCP for a specific patient to be carried out by the RN in visits between the patient and the RN based on assessment criteria.
  • 15. Common Factors • Roles were clear, and all operated to the top of their training/abilities • PCPs were supportive and confident in RN capabilities • Strong leadership support for prioritizing patient-facing RN roles • Career ladders explicit, not just for RNs but all team members • External and internal training in complex care management (IHI, OHSU) • RNs had strong community ties and devoted time to community engagement
  • 16. Investment and Resources • Nurses on core team varied as to whether their organizations submitted billing for RN visits – Medicaid coverage for RN visits seems to vary by state. – Medicare has explicitly eliminated the “99211” nurse visit from payment in FQHCs. • RN complex care managers funded by grants, ACOs, insurance plans, and sometimes by the practice itself • Medicare coverage for transition management and care coordination were just beginning during the LEAP project
  • 17.
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  • 22. Community Health Center, Inc. Foundational Pillars 1. Clinical Excellence- fully Integrated teams, fully integrated EMR, PCMH Level 3 2. Research & Development- CHC’s Weitzman Institute is the home of formal research, quality improvement, and R&D 3. Training the Next Generation: Postgraduate training programs for nurse practitioners and postdoctoral clinical psychologists as well as training for all health professions students CHC Profile: •Founding Year - 1972 •200+ delivery sites •130k patients
  • 23. The Role of the RN at Community Health Center, Inc. At CHC, RNs are at the core of the primary care team, trained and supported as complex care managers, supporting comprehensive health care services in a patient-centered medical home. CHC Representatives: Mary Blankson, Chief Nursing Officer Sarahi Almonte, Nurse Supervisor
  • 25. • Staff and Providers • 195 employees - 160 FTEs • 28 medical providers, 2 dentists, 16 behavioral health counselors and 1 psychiatrist • Staffing Ratios relative to Provider • Front Office 1.75 : 1 • MA 1.75 : 1 • RN 1.2 : 1 • BH 1 : 1 • CHW 1 : 3 25
  • 26. Relational Care “It is much more important to know what sort of patient has a disease than what sort of disease a patient has.” -William Osler
  • 27. RN Care Management • Transition Care • Complex Care Management • High Risk Disease Management • Care Coordination MA Care Coordinator • Care Logistics • Simple Care Coordination • RN Support Community Health Worker • Resource support • Barrier Reduction • Place-Based support Behavioral Health • Focused Behavioral Health • Cognitive Behavioral Therapy • Addiction Support • Crisis support
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  • 29. PCHC Quick Facts For you. For your family. For our community.  Largest, most comprehensive of Maine’s 19 CHCs  One of the largest of the 100 CHCs in New England  16 practice sites and service locations  Over 60,000 patients > 2/3 low income > 8000 uninsured > 3,000 on Marketplace  Almost 400,000 patient visits  700 Employees (200 providers)  Over $2 million written off for sliding fee scale  $74 million budget – only 9% from HRSA grants  $44 million – salaries and benefits  Payer mix: MaineCare 26%, Uninsured 13%, Commercial 41%
  • 30. Open Space for Discussion
  • 31. Reminders Sign up for our next webinar in this series: Data Driven Dashboards to Support Team Based Care Thurs., April 7th, 3–4 p.m. EST Complete our survey! Sign up at www.chc1.com/NCA
  • 32. Speakers From Community Health Center, Inc.: Margaret Flinter, APRN, PhD, Senior Vice President & Clinical Director Kerry Bamrick, MBA, Senior Program Manager Mary Blankson, DNP, APRN, FNP-C, Chief Nursing Officer Sarahi Almonte, RN, Nurse Supervisor Ramon Clarke, Medical Assistant From MacColl Center for Health Care Innovation, Group Health Research Institute: Brian Austin, Deputy Director From West County Health Centers: Jason Cunningham, DO, Agency Medical Director Jymmey Purtill, RN, Clinic Nurse Manager From Penobscot Community Health Care: Eric Perkins, RN, Nurse Care Manager