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It	takes	a	Village:	Building	a	
Population	Health	Management	
program	that	works
Friday	‐ Nov	4th,	2016
Agenda
• What’s Driving the need for Population Health?
• Evolution of Population Health Programs
• Framework and Foundation
• Other Key Factors
• Results
• Summary
What’s	Driving	the	Need	for	
Population	Health?
Challenges: Unprecedented Factors in Play
Increasing shortage of healthcare providers
Providers will adopt ‘Virtual Care’ to increase capacity
By 2030, 20% of Americans will be over the age of 65
100M patients trying to maintain or regain a healthy lifestyle
170M have at least one chronic disease 
Patients in need of family & social support ‘Network’
Exponential growth in cost, with declining reimbursement
Patients will share the ‘Risk’ = Cost of care
Challenges:	Unprecedented	Factors	in	Play
Consumers	vs.	Payers/Providers	
Healthcare Attitudes 2016
What	is	Population	Health	Management?
Population Health Management is a systematic
approach to optimizing the health of populations and
preventing people from getting sick or sicker
Population Health Management uses data
and technology to drive better health
outcomes for patients by giving providers
the ability to monitor their entire patient
population at-a-glance and in real-time
Opportunities:	A	Market	Craving	for	
Innovation
Quality
Triple Aim
Moving from fee 
for service to fee‐
for‐outcome 
Streamlined care 
delivery across the 
continuum of care
Patient centric care 
with a focus 
towards well‐care 
vs. sick care
Technology:	A	Key	Driver	in	this	
Transformation
Quality
• PPACA
• Meaningful Use
• Payer provider convergence
• Self‐monitored healthcare
• Physician engagement
• Virtual healthcare delivery
• HIE
• Clinical integration
• Electronic Medical / Health 
Records (EHR/EMR)
• Care financing
• Care management 
applications
• Physician management 
solutions
• Telehealth 
• Practice management 
solutions
• Cloud
• Mobility
• Data analytics
• Cloud
• Big data analytics
• Mobility & Social media
• Internet of Things (IoT)
• Mobility & Social media
• Big data analytics
• Internet of Things (IoT)
Stakeholder Initiative Healthcare Tenet(s) Technology Tenet(s)
Population	Health	Management	Redefined
Population Heath Management is a comprehensive set
of activities focused on a defined population that
improves quality and outcomes, while lowering per
capita cost of care and is incentivized through contracts
that accept financial risk and/or reward.
Value
Quality + Patient Experience + Outcomes
Cost
Evolution	of	Population																										
Health	Management	Program
Population	Health	Management	Programs	
are	Maturing
• Transactional focus
• Fragmented and siloed
• Focused on discrete 
conditions and events
• Seen as restrictive and 
reactive
Traditional
(Payer Based)
• Member centric
• Condition based
• Focus on trend mgmt.
• Increased focus on:
‐ Wellness
‐ Gaps in care
‐ Provider coordination
Advanced
(Payer+ Based)
• Physician led
‐ Accountable care models
‐ Bundled payments
‐ CPC+
‐ DSRIP
‐ MACRA (MIPS & APM)
• Aligned incentives
• Integrated at point of care
• Value‐add services
• Robust informatics
Aligned
(Provider Based)
Alignment and Accountability
Engagement and Collaboration
Payment	Models:	Moving	from	Payers	to	Providers	
Care	Delivery	Models:	Trading	Volume	to	Value
Fee for service
Pay for coordination
Bundled payment
Pay for performance
Shared savings
Shared risk
Global capitation
Level of provider sophistication and collaboration
Degree of risk managed by provider
Comprehensive 
Revenue Cycle Clinical Integration
Financial   
Risk 
Management
Population Health 
Management
Value Based Reimbursement
Risk / Opportunity
Staged	IT	Investments	by	Providers	under	
Risk	Based	Contracting
Source: Health Care Advisory Board
Framework	and	Foundation	of	
Population	Health	Management
Six	Key	Capabilities	needed	to	Successfully	
Manage	Population	Health	‐ KLAS
The 6 core tenets, which KLAS calls “verticals”
1. Aggregation of disparate clinical and administrative data to support 
population health.
2. Segmentation and analysis of aggregated data to communicate meaningful 
information.
3. Care coordination and health improvement tool to support standardized 
intervention.
4. Internal/external analysis of administrative and financial strategic 
programs.
5. Patient engagement aligned with goals for improvement.
6. Actionable workflow integration to improve clinician engagement.
• http://www.healthdatamanagement.com/news/stakeholders‐identify‐key‐tools‐functionality‐for‐pop‐health?reading_list=%5B%2700000157‐bda4‐d031‐a57f‐
fde4a66c0000%27%2C%2700000157‐ba5d‐d031‐a57f‐fbfd5b410000%27%2C%2700000157‐ba58‐d274‐a3df‐bad9e59b0000%27%2C%2700000157‐bdb0‐d274‐a3df‐
bdf9b2a50000%27%2C%2700000157‐b890‐d274‐a3df‐b8d93fcc0000%27%2C%2700000157‐bdbd‐d031‐a57f‐fdfd65650000%27%2C%2700000157‐ba4f‐d031‐a57f‐fbeffa7d0000%27%5D
Population	Health	Management	Framework
Technology Foundation
• Strategy
• Scope of Services
• Payer
Relationship
• Quality Paradigm
• Community
Alignment
• Financial Strategy
• Bundled Payment
• Risk Based
Contracting
• Cost Accounting
• Financial
Analytics
•Health Profiling
•Risk Stratification
•Care Planning
•Next Generation
Care Delivery
•Outcome
Management
•Outreach
•Education
•Care Coordination
•Collaboration
•Tracking &
Monitoring
•Care Alignment
Business
Model
Financial
Model
Engagement
Model
Care Delivery
Model
Triple
Aim
Better Care
Population	Health	Management	‐ Maturity	Matrix
Phase 5
TRANSFORMED
Phase 4
OPTIMIZING
Phase 3
ENHANCING
Phase 2
FOUNDATIONAL
Phase 1
CONCEPTUAL
Business
Model
• Strategy in action
• Cradle to grave services
• Integrated self‐directed payer w/ 
>90% contracts at risk
• Quality measures adopted as 
standard
• Official dept. for community 
engagement
• Strategy funded
• Affiliated network provides full suite 
of services
• >75% contracts at risk
• Non‐regulatory quality standards 
adopted
• Individual responsible to include 
payers
• Strategy approved
• External contracts provides suite of 
services
• >50% contracts at risk
• Payer quality measures adopted
• Individual responsible to exclude 
payers
• Strategy documented
• Acute, specialty and primary care
• Quality metrics tracked
• Individual responsible for community 
members
• No Strategy
• Basic acute care services
• External quality measures for 
reporting purposes only
• Plan complies JCAHO
Financial
Model
• ELT, finance & clinical alignment
• CMS and commercial bundled 
pmt. contracts
• Full ACO strategy with risk 
sharing contracts managed 
• Predictive reporting for cost 
accounting at patient level
• Reports driving costs out and 
improve quality
• ELT and clinical alignment
• CMS bundled pmt. contracts 
only
• ACO strategy and risk sharing 
contracts in place
• Real time analytics for cost 
accounting at population
• Cost and care metrics 
• ELT and finance alignment
• Few bundled pmt. contracts
• Risk sharing contracts but no 
ACO strategy
• Retroactive cost for population 
level
• Care metrics reporting only
• No cross disciplinary 
involvement
• No bundled pmt. 
• No risk sharing contracts
• Departmental level costs
• No analytic for cost/quality
• No financial strategy
• No plan for bundled pmt.
• No plan for risk sharing
• Organizational level costs
• No analytics capability
Care Delivery
Model
• All health data including biometric 
and genetic
• Risk based on clinical, non‐clinical,
claims, social etc.
• Evidence based longitudinal care 
plans for all patient type
• Mobile monitoring, wellness 
coaching and virtual care
• Culture of perf. improvement for 
pt. experience & outcomes
• Clinical, socio‐economic, 
environmental & daily activity
• Risk based on claims, clinical and 
non‐clinical data
• Low risk patients educated
• Home monitoring and virtual visits 
for complex care
• Data transparency & coaching
• Clinical, socio‐economic and 
environmental data
• Risk levels based on claims
• Rising risk patients proactively 
managed
• Telehealth use in acute care
• Targets for care pathways
• Adds data collected via HRA
• Risk levels based on HRA’s
• Chronic disease mgmt. pathways
• Limited telehealth use
• Outcome & utilization tools
• Health data limited to EHR
• Minimal risk stratification
• Reactive and episodic
• Not using telehealth
• No outcome & utilization tools
Engagement
Model
• Customized outreach based on 
customer preferences
• Personalized education when, and 
where needed by patient
• Pt. can access support services via 
digital channels
• Ongoing secure dialogue via several 
channels of comm.
• Collaborative goal setting w/ 
coaching to support progress
• Personalized staged outreach
• Staged education with teach back 
and patient surveys
• Coordinates and tracks use of 
community support services
• Family & caregivers included
• Tracked and monitored goals shared 
w/ broader care team
• Targeted outreach
• Education accompanied by teach 
back method
• Coordinates support services
• Regular comm. w/ care team
• Trackable actionable goals
• Pt. managed outreach via email, 
portal, mail and phone
• Online info. accessible by pt.
• Connects support services
• Comm. via portal and phone
• Actionable goals post visit
• Pt. outreach via mail & phone
• Paper based education
• Provides community resource
• Episodic comm. via phone
• Recommendation post visit
Technology
Foundation
• Distinct PHM funding &
resources
• PHM tech can automatically
modify patient care plans
• IT governance has separate
steering group for PHM
• Strategy and FHIR capabilities
in place w/ integration from
disparate sources
• PHM project dedicated
resource
• PHM can provide utilization
information for financial &
clinical
• FHIR being investigated but no
defined integration strategy
• PHM project contracted
resource
• PHM technology partially
implemented & future defined
• Robust IT governance but
PHM not highlighted
• PHM projects funded
separately
• Specific PHM tech. planned
• Integration tools exist using
HL7, but no strategy in place
• PHM projects integrated w/ IT
• No specific PHM technology
• IT governance is not robust
• Project based P2P integration
Phase 5
TRANSFORMED
Phase 4
OPTIMIZING
Phase 3
ENHANCING
Phase 2
FOUNDATIONAL
Phase 1
CONCEPTUAL
Technology	Foundation	for	
Population	Health	Management
Monitor
&
Measure
Care Delivery
Layer
Engagement
Layer
Data
Integration
Layer
Data
Aggregation
& Analytics
Layer
8	Steps	to	Enable	Population	Health	
Management
Design/refine the business 
and financial model
Identify and present care gaps 
as actionable insights via an 
easily interpreted dashboard
1
Design/refine the
business and financial
model
Define 2
Aggregate and normalize
claims, clinical, HIE, registry
and socio-economic data
Aggregate 3
Stratify data to prioritize
list of high risk and rising
risk population
Stratify 4
Identify and present care
gaps as actionable insights
via an easily interpreted
dashboard
Identify
5
Create a personalized
care plan for the
patients identified
Plan8
Measure and track against
the expected clinical and
programmatic results
Measure 6
Engage with patients,
families, communities and
clinicians to manage
health conditions
Engage7
Coordinate with care
teams for different
segments to improve
outcomes
Manage
Improve Health | Lower Costs | Quality Care
Care	Strategies	and/or	Intervention	Programs	
to	Support	Distinct	Patient	Populations
Prioritize	Investments	by	Patient	Population
1). Investments may be for partnerships, rather than acquisition or brick-and-mortar
2). Investments here may be for retraining existing staff, rather than hiring new staff.
Source: Health Care Advisory Board
Interviews & Analysis
Care	Management:		Services	across	the	Entire	
Lifecycle	of	Patient’s	Healthcare	Delivery	Needs
Care
Management
Care
Intervention
Diagnostics Treatment
Wellness
Management
Medical
Adherence
Management
Monitoring &
Tracking
Patient
Profiling
Comprises a collection of people,
processes and technology to improve
population health collaboratively
Comprises of post-
intervention activities
to maintain health
Comprises of onsite or
remote care delivery based
on analysis for right
diagnostics and medical
treatment
Applications that
diagnose illness or
help with early
detection by
analyzing lab results
and patient records
Applications that
identify right
treatment (drug,
provider or cost)
methods based on
big data analysis
Applications that
track medicine
intake after onsite
or remote care
intervention
Applications that
track body’s real-
time vitals through
IoT applications
Applications that
profile patients
based on food
habits, exercise
regime and
medication to send
customized alerts
via mobile devices
Source: Everest Group
Linear	View	of	Care	Management	Applications
Tele-psychiatry
Medication mgmt.
Tele-stroke
Chronic care mgmt.
Virtual urgent care
Retail care
Wearables
Mobile apps
Virtual primary care
Patient portals
Online support groups
Clinician
to
Clinician
Provider
to
Patient
Consumer
Driven
Tele-dermatology
2nd opinion
School health
Prescription refill
Wellness, disease mgmt.
Tele pharmacy
Tele-radiology
Tele-cardiology
eNICU
Tele-retinal image
Tele-pathology
Tele-audiology
eICU
2nd opinion
Tele-surgery
Tele-trauma
eVisits
Geo-tagged devices
Telehealth:	Business	Models	Evolving	to	Live	
Customer	Interactive	System
Source: Everest Group
Checklist	for	PHM	Partnerships
1. Commit early on to develop the competencies and infrastructure required to advance 
population health.
2. Acknowledge that owning or operating every component of the care continuum is 
probably not possible for most organizations. Partnerships will be a valuable asset, 
especially those with post‐acute offerings.
3. Have clear goals for partnership arrangements and specify how success will be defined 
and measured.
4. Define the partnership network delivery elements and responsibilities.
5. Determine which party is responsible for functions such as population health analytics 
and utilization management.
6. Consider arrangements that will allow your organization to manage population health 
without assuming full financial risk for an insurance product.
7. Evaluate various product offerings that are available through partnerships with insurers.
8. Determine the level of provider risk your organization desires to carry.
9. Identify the means of economic integration the partnership will offer, as well as the 
expected revenue model.
10. Identify the assets your organization will contribute to or invest in the partnership.
11. Determine the terms for ending the partnership.
Source: Kauffman Hall
Comparing	Vendor	Partners	to	Your	Needs	
Score
Priority
Score
Priority
Data security Custom reporting
Data silos Standard reports
Data acquisition timing Custom stability
Data reporting timing Client list / Experience
Data exportable Base cost
Data normalization Care coordination program
Big data platform Alerts / Reminders
Scalability Best practices ‐ Value driven
Integration to HIE / platform Risk assessment
Proven connectivity Provider attribution
API‐Driven Interface Patient registration / identification
Cloud multi‐tenant Total cost of care
Other	Key	Factors
Most	Factors	that	Impact	Health	are	Not	Clinical
Connect	and	Coordinate	Care	Across	the	
"Patient	Continuum”
PopulationClinically Integrated 
Network
Source: Jonathan Weiner, Center of Population Health IT Johns Hopkins Bloomberg School of Public Health
Provider‐Payer	Collaboration	is	Key
Provider‐payer relationships are 
evolving in the era of payment 
reform and value‐based care.  
The “us vs. them” mindset 
needs to evolve into a 
collaboration built on trust and 
respect.  Payers and providers 
must continue to successfully 
align their goals in order for 
both to succeed and patients to 
benefit
Principles of Sustainability
1. Attribution – linking people to their PCP
2. Define episodes – whole person vs. disease
3. Transparency – data and variation
4. Metrics that matter
5. Aligned incentives
Capability	Maturity	between	Provider	and	
Payer	for	Population	Health
Results
Typical	Population	Health	Care	Delivery	
Challenges
Limited Risk
Analytic Capability
Dated
Technology
No Cost or
Care Metrics
Disengaged Family
& Caregivers
Limited Population
Insights
Inability to
Contract Risk
Lack of
Strategy
Misaligned Network
& Leadership
By	the	Numbers
Medicare Advantage 
spending exceeds
$175B
$225B
of Medicare FFS 
spending moving into 
ACO’s and Bundled 
Payments
$160B
Medicaid spending 
shifting gradually to 
Value‐Based Payments
$580B
of employer spending 
through private health 
plans
Success	is	Not	Easy:	MSSP	Performance
Summary
Characteristics	for	a	Successful	Value	
Based	Organization
Engage physician 
leadership and 
dismantle silos to 
better coordinate 
care, align 
resources around a 
shared goal of 
high‐quality care
Maximize operational 
efficiency, expansion 
potential and 
economies of scale
Balance care quality, 
efficiency, 
accessibility and 
benchmarks for local 
market
Manage and utilize 
relevant data to 
make key clinical and 
organizational 
decisions
Establish policy and 
procedures for 
physician education 
and remediation to 
harness change and 
drive the 
organization forward
Governed
The	Ideal	Solution!
Comprehensive
Not just 
population 
health analytics 
Modular
Not just rip 
and replace
Predicting 
Future Risks
Not just 
reporting 
past claims
Continuum of 
Care
Not just visit 
based
Strategic.  
Outcome 
based. BPaaS 
Solution
DESIGN                 BUILD                 OPERATE  
teddy_shah@dell.com
@TeddyzWings
https://www.linkedin.com/in/teddyshah
Questions?
Teddy Shah

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