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In The Trenches
Consensus-Derived Interventions to Reduce Acute Care Transfer
(INTERACT)-Compatible Order Sets for Common Conditions
Associated with Potentially Avoidable Hospitalizations
Joseph G. Ouslander MD a,
*, Steven M. Handler MD, PhD, CMD b,c
a
Department of Integrated Medical Sciences, Charles E. Schmidt College of Medicine, Florida Atlantic University, Boca Raton, FL
b
Division of Geriatric Medicine, Department of Medicine, University of Pittsburgh School of Medicine, Pittsburgh, PA
c
Department of Biomedical Informatics, University of Pittsburgh School of Medicine, Pittsburgh, PA
Considerable research over the last several years has demon-
strated that a substantial number of hospitalizations of nursing home
residents, as well as older people living in the community receiving
long-term care services, may be avoidable.1e4
In a study supported by
the Centers for Medicare and Medicaid Services (CMS), 39% of close to
1 million hospitalizations in 2005 of dual eligible Medicare/Medicaid
beneficiaries were for hospitalizations considered potentially avoid-
able. Five conditions accounted for 80% of these 382,846 hospitali-
zations: pneumonia, congestive heart failure, urinary tract infection,
dehydration (including acute kidney injury), and chronic obstructive
pulmonary disease/asthma. If 20%e60% of these hospitalizations
could actually be prevented, this would result in between 77,000 and
260,000 fewer hospitalizations and $625 millione$2.9 billion in
savings annually.4
Several programs and resources are available to manage acute
changes in condition without hospitalization when safe and feasible.
AMDA has a free, publicly available comprehensive clinical practice
guideline on care transitions and related resources.5
The Institute for
Healthcare Improvement’s State Action on Avoidable Readmissions
program also provides a wide variety of relevant resources.6
The
Interventions to Reduce Acute Care Transfers (INTERACT) quality
improvement program includes tools and strategies to manage acute
changes in condition in nursing home (NH), assisted living, and home
health settings and is free for clinical use.7,8
INTERACT includes
communication and documentation tools designed to help identify
and manage acute changes in condition before they become serious
enough to warrant hospitalization. CMS is currently supporting a
multisite project involving over 140 NHs that provides enhanced
professional capabilities in NHs to implement INTERACT and other
interventions to reduce unnecessary hospitalizations,9,10
and plans to
provide financial incentives to nursing homes and other postacute
care providers for reducing readmissions or meeting specific bench-
marks. The quality measure is being reviewed by the National Quality
Forum at the present time.11
Moreover, CMS is in the process of
implementing a value-based purchasing program by first establishing
a risk-adjusted potentially avoidable hospital readmission rate by
October 1, 2016, begin public reporting of this measure as part of
Nursing Home Compare by October 1, 2018, and applying incentives
and penalties in October 1, 2019 to those facilities that have risk-
adjusted potentially avoidable hospital readmission rate above or
below the benchmark.12
One of the shortcomings of the INTERACT program and other
available resources has been a lack of tools that assist physicians and
advanced practice providers in the management of common condi-
tions that are associated with potentially avoidable hospitalizations.
To address this limitation, we worked with a multidisciplinary group
of experts in geriatrics and long-term care to develop standardized
order sets that include nursing, diagnostic, and treatment orders that
are based on best available evidence and then refined by expert
consensus. These order sets represent clinical decision support tools
that can be used as part of a paper process or integrated into an
electronic medical record system. Ten order sets have been developed
that are compatible with the INTERACT care paths for 10 of the
conditions responsible for the majority potentially avoidable hospi-
talizations in long-term and postacute care settings. The care paths
are available on the INTERACT website7
and the order sets are
available through Think Research.13
The order sets are not proscrip-
tive and are customizable to different settings and groups of
clinicians. They include an intuitive standardized format, menus
of evidence-based and expert recommended orders, default and
optional orders, free text order lines, and visual alerts and reminders
(Figure 1). Standardized order sets reduce treatment variability and
may lead to improvements in care quality, reduce the incidence of
common adverse events,14e16
and assist in reducing the frequency of
potentially avoidable hospitalizations, hospital readmissions, and
emergency department visits.17,18
A brief case example illustrates how the INTERACT-compatible
order sets can be used “in the trenches”:
A nursing assistant notes that Mrs. Brown did not eat all of her
breakfast as she usually does, and had a lot more trouble
walking to the toilet than usual. She completes an INTERACT
Stop and Watch Tool, and hands it to the charge nurse. The
charge nurse evaluates Mrs. Brown using the INTERACT Situa-
tion Background Assessment Recommendation Communication
* Address correspondence to Joseph G. Ouslander, MD, Department of Integrated
Medical Sciences, Charles E. Schmidt College of Medicine, Florida Atlantic Univer-
sity, Boca Raton, FL 33431.
E-mail address: jousland@health.fau.edu (J.G. Ouslander).
JAMDA
journal homepage: www.jamda.com
http://dx.doi.org/10.1016/j.jamda.2015.02.016
1525-8610/Ó 2015 AMDA e The Society for Post-Acute and Long-Term Care Medicine.
JAMDA xxx (2015) 1e3
Fig. 1. Features of INTERACTdCompatible order sets.
J.G. Ouslander, S.M. Handler / JAMDA xxx (2015) 1e32
Form and Progress Note, and suspects that she may have a
urinary tract infection (UTI). After reviewing the INTERACT Care
Path on symptoms of UTI, the nurse completes the Situation
Background Assessment Recommendation, and sends it and a
blank copy of the INTERACT-compatible UTI order set to the
primary care physician. The physician completes the order set
and faxes it back to the charge nurse, ordering laboratory studies
and initial doses of an antibiotic pending results of the urinalysis
and culture. Based on the guidance included in the order set
about potential drug-drug interactions, the physician also or-
ders a reduction in Mrs. Brown’s warfarin dose and monitoring
of her INR over the next 5 days.
Using the tools that are currently available in the trenches, health
professionals can make care more evidence-based, effective, and safer
when making treatment decisions for the management of common
conditions that are associated with potentially avoidable hospitali-
zations. These tools may also help NHs reduce their risk-adjusted
potentially avoidable hospital readmission rate and help them
qualify for payment incentives and avoid payment penalties. As these
tools become embedded into electronic medical record systems and
other forms of health information technology, they will become even
more accessible, easier to modify and update, and easier to integrate
in current and future workflows. This should lead to even more
effective, efficient, and safer care for the growing population of
complex older patients in long-term and postacute care settings.
Acknowledgments
The Order Sets described in this paper were developed by
PatientOrderSets, Inc. (now Think Research, Inc.). PatientOrderSets
provided a grant to Florida Atlantic University (FAU) to obtain input
from an expert advisory group in order to refine Order Sets for long-
term care. Both Drs. Ouslander and Handler received support to
participate on this advisory group.
The expert advisory group for this project included Alice Bonner,
PhD, RN; Irene Fleshner, RN; Steven Hanler, MD, PhD; James Lett,
MD; Andrea Moser, MD; Dan Osterweild, MD; Joseph Ouslander,
MD; Cheryl Phillips, MD; Steven Phillips, MD; Marc Rothman, MD; Jill
Shutes, MSN, GNP-BC; Eric Tangalos, MD, and Barbara Zarowitz,
Pharm D.
Dr. Ouslander is a full-time FAU employee and serves as a
consultant to Think Research. He has received support through FAU to
conduct research evaluating INTERACT from the National Institutes of
Health (1R01NR012936), the Centers for Medicare and Medicaid
Services, The Commonwealth Fund, the Retirement Research Foun-
dation, PointClickCare, Medline Industries, and PatientOrderSets. Dr.
Ouslander and his wife have ownership interest in INTERACT
Training, Education, and Management (“I TEAM”) Strategies, a busi-
ness that has a license agreement with FAU for use of INTERACT
materials for training and management consulting. Work on this and
other projects are subject to terms of Conflicts of Interest Manage-
ment plans developed and approved by the FAU Division of Research
Financial Conflict of Interest Committee.
Dr. Handler works for the University of Pittsburgh Medical Center,
who has a license agreement with Think Research to use the
INTERACT-compatible order sets developed as part of the expert
advisory group. These INTERACT-compatible order sets will be used
as part of a telemedicine initiative to reduce potentially avoidable
hospitalizations.
The authors thank the staff of Think Research for their contribu-
tions to the development of the Order Sets. The content of this
manuscript was written by the authors and was not subject to the
approval of Think Research.
References
1. Saliba D, Kington R, Buchanan J, et al. Appropriateness of the decision to
transfer nursing facility residents to hospital. J Am Geriatr Soc 2000;48:
154e163.
2. Ouslander JG, Lamb G, Perloe M, et al. Potentially avoidable hospitalizations of
nursing home residents: Frequency, causes, and costs. J Am Geriatr Soc 2010;
58:627e635.
3. Ouslander JG, Maslow K. Geriatrics and the triple aim: Defining avoidable
hospitalizations in the long-term care population. J Am Geriatr Soc 2012;60:
2313e2318.
4. Walsh EG, Wiener JM, Haber S, et al. Potentially avoidable hospitalizations of
dually eligible Medicare/Medicaid beneficiaries from nursing facility and home
and community-based services waiver programs. J Am Geriatr Soc 2012;60:
821e829.
5. Available at: https://www.amda.com/members/flashpapers/papers/TOC. Acces-
sed January 18, 2015.
6. Available at: http://www.ihi.org/engage/Initiatives/completed/STAAR/Pages/
default.aspx. Accessed January 18, 2015.
7. Available at: http://interact.fau.edu. Accessed January 18, 2015.
8. Ouslander JG, Bonner A, Herndon L, Shutes J. The INTERACT quality improve-
ment Program: An overview for medical directors and primary care clinicians
in long-term care. J Am Med Dir Assoc 2014;15:162e170.
9. Available at: http://innovation.cms.gov/initiatives/rahnfr. Accessed January
18, 2015.
10. Unroe KT, Nazir A, Holtz LR, et al. The optimizing patient transfers, impacting
medical quality and improving symptoms: Transforming institutional care
approach: Preliminary data from the implementation of a centers for Medicare
and Medicaid services nursing facility demonstration project. J Am Geriatr Soc
2015;63:165e169.
11. Available at: www.qualityforum.org/qps/2510. Accessed January 18, 2015.
12. Available at: http://www.ahcancal.org/advocacy/solutions/Documents/Value%
20Based%20Purchasing%20-%20IB.PDF. Accessed February 14, 2015.
13. Available at: http://www.thinkresearchgroup.com. Accessed January 18, 2015.
14. Available at: http://oig.hhs.gov/oei/reports/oei-06-11-00370.asp. Accessed
January 25, 2015.
15. Morley JE. Adverse events in post-acute care: The Office of Inspector General
report. J Am Med Dir Assoc 2014;15:305e306.
16. Handler SM, Cheung PW, Culley CM, et al. Determining the incidence of drug-
associated acute kidney injury in nursing home residents. J Am Med Dir Assoc
2014;15:719e724.
17. Burke RE, Rooks SP, Levy C, et al. Identifying potentially preventable emer-
gency department visits by nursing home residents in the United States. J Am
Med Dir Assoc 2015 Feb 18. [Epub ahead of print].
18. Ouslander JG, Schnelle JF, Han J. Is this really an emergency? Reducing
potentially avoidable emergency department visits among nursing home res-
idents. J Am Med Dir Assoc. (in press).
J.G. Ouslander, S.M. Handler / JAMDA xxx (2015) 1e3 3

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INTERACT Compatible Order Sets JAMDA 2015 (2) (1)

  • 1. In The Trenches Consensus-Derived Interventions to Reduce Acute Care Transfer (INTERACT)-Compatible Order Sets for Common Conditions Associated with Potentially Avoidable Hospitalizations Joseph G. Ouslander MD a, *, Steven M. Handler MD, PhD, CMD b,c a Department of Integrated Medical Sciences, Charles E. Schmidt College of Medicine, Florida Atlantic University, Boca Raton, FL b Division of Geriatric Medicine, Department of Medicine, University of Pittsburgh School of Medicine, Pittsburgh, PA c Department of Biomedical Informatics, University of Pittsburgh School of Medicine, Pittsburgh, PA Considerable research over the last several years has demon- strated that a substantial number of hospitalizations of nursing home residents, as well as older people living in the community receiving long-term care services, may be avoidable.1e4 In a study supported by the Centers for Medicare and Medicaid Services (CMS), 39% of close to 1 million hospitalizations in 2005 of dual eligible Medicare/Medicaid beneficiaries were for hospitalizations considered potentially avoid- able. Five conditions accounted for 80% of these 382,846 hospitali- zations: pneumonia, congestive heart failure, urinary tract infection, dehydration (including acute kidney injury), and chronic obstructive pulmonary disease/asthma. If 20%e60% of these hospitalizations could actually be prevented, this would result in between 77,000 and 260,000 fewer hospitalizations and $625 millione$2.9 billion in savings annually.4 Several programs and resources are available to manage acute changes in condition without hospitalization when safe and feasible. AMDA has a free, publicly available comprehensive clinical practice guideline on care transitions and related resources.5 The Institute for Healthcare Improvement’s State Action on Avoidable Readmissions program also provides a wide variety of relevant resources.6 The Interventions to Reduce Acute Care Transfers (INTERACT) quality improvement program includes tools and strategies to manage acute changes in condition in nursing home (NH), assisted living, and home health settings and is free for clinical use.7,8 INTERACT includes communication and documentation tools designed to help identify and manage acute changes in condition before they become serious enough to warrant hospitalization. CMS is currently supporting a multisite project involving over 140 NHs that provides enhanced professional capabilities in NHs to implement INTERACT and other interventions to reduce unnecessary hospitalizations,9,10 and plans to provide financial incentives to nursing homes and other postacute care providers for reducing readmissions or meeting specific bench- marks. The quality measure is being reviewed by the National Quality Forum at the present time.11 Moreover, CMS is in the process of implementing a value-based purchasing program by first establishing a risk-adjusted potentially avoidable hospital readmission rate by October 1, 2016, begin public reporting of this measure as part of Nursing Home Compare by October 1, 2018, and applying incentives and penalties in October 1, 2019 to those facilities that have risk- adjusted potentially avoidable hospital readmission rate above or below the benchmark.12 One of the shortcomings of the INTERACT program and other available resources has been a lack of tools that assist physicians and advanced practice providers in the management of common condi- tions that are associated with potentially avoidable hospitalizations. To address this limitation, we worked with a multidisciplinary group of experts in geriatrics and long-term care to develop standardized order sets that include nursing, diagnostic, and treatment orders that are based on best available evidence and then refined by expert consensus. These order sets represent clinical decision support tools that can be used as part of a paper process or integrated into an electronic medical record system. Ten order sets have been developed that are compatible with the INTERACT care paths for 10 of the conditions responsible for the majority potentially avoidable hospi- talizations in long-term and postacute care settings. The care paths are available on the INTERACT website7 and the order sets are available through Think Research.13 The order sets are not proscrip- tive and are customizable to different settings and groups of clinicians. They include an intuitive standardized format, menus of evidence-based and expert recommended orders, default and optional orders, free text order lines, and visual alerts and reminders (Figure 1). Standardized order sets reduce treatment variability and may lead to improvements in care quality, reduce the incidence of common adverse events,14e16 and assist in reducing the frequency of potentially avoidable hospitalizations, hospital readmissions, and emergency department visits.17,18 A brief case example illustrates how the INTERACT-compatible order sets can be used “in the trenches”: A nursing assistant notes that Mrs. Brown did not eat all of her breakfast as she usually does, and had a lot more trouble walking to the toilet than usual. She completes an INTERACT Stop and Watch Tool, and hands it to the charge nurse. The charge nurse evaluates Mrs. Brown using the INTERACT Situa- tion Background Assessment Recommendation Communication * Address correspondence to Joseph G. Ouslander, MD, Department of Integrated Medical Sciences, Charles E. Schmidt College of Medicine, Florida Atlantic Univer- sity, Boca Raton, FL 33431. E-mail address: jousland@health.fau.edu (J.G. Ouslander). JAMDA journal homepage: www.jamda.com http://dx.doi.org/10.1016/j.jamda.2015.02.016 1525-8610/Ó 2015 AMDA e The Society for Post-Acute and Long-Term Care Medicine. JAMDA xxx (2015) 1e3
  • 2. Fig. 1. Features of INTERACTdCompatible order sets. J.G. Ouslander, S.M. Handler / JAMDA xxx (2015) 1e32
  • 3. Form and Progress Note, and suspects that she may have a urinary tract infection (UTI). After reviewing the INTERACT Care Path on symptoms of UTI, the nurse completes the Situation Background Assessment Recommendation, and sends it and a blank copy of the INTERACT-compatible UTI order set to the primary care physician. The physician completes the order set and faxes it back to the charge nurse, ordering laboratory studies and initial doses of an antibiotic pending results of the urinalysis and culture. Based on the guidance included in the order set about potential drug-drug interactions, the physician also or- ders a reduction in Mrs. Brown’s warfarin dose and monitoring of her INR over the next 5 days. Using the tools that are currently available in the trenches, health professionals can make care more evidence-based, effective, and safer when making treatment decisions for the management of common conditions that are associated with potentially avoidable hospitali- zations. These tools may also help NHs reduce their risk-adjusted potentially avoidable hospital readmission rate and help them qualify for payment incentives and avoid payment penalties. As these tools become embedded into electronic medical record systems and other forms of health information technology, they will become even more accessible, easier to modify and update, and easier to integrate in current and future workflows. This should lead to even more effective, efficient, and safer care for the growing population of complex older patients in long-term and postacute care settings. Acknowledgments The Order Sets described in this paper were developed by PatientOrderSets, Inc. (now Think Research, Inc.). PatientOrderSets provided a grant to Florida Atlantic University (FAU) to obtain input from an expert advisory group in order to refine Order Sets for long- term care. Both Drs. Ouslander and Handler received support to participate on this advisory group. The expert advisory group for this project included Alice Bonner, PhD, RN; Irene Fleshner, RN; Steven Hanler, MD, PhD; James Lett, MD; Andrea Moser, MD; Dan Osterweild, MD; Joseph Ouslander, MD; Cheryl Phillips, MD; Steven Phillips, MD; Marc Rothman, MD; Jill Shutes, MSN, GNP-BC; Eric Tangalos, MD, and Barbara Zarowitz, Pharm D. Dr. Ouslander is a full-time FAU employee and serves as a consultant to Think Research. He has received support through FAU to conduct research evaluating INTERACT from the National Institutes of Health (1R01NR012936), the Centers for Medicare and Medicaid Services, The Commonwealth Fund, the Retirement Research Foun- dation, PointClickCare, Medline Industries, and PatientOrderSets. Dr. Ouslander and his wife have ownership interest in INTERACT Training, Education, and Management (“I TEAM”) Strategies, a busi- ness that has a license agreement with FAU for use of INTERACT materials for training and management consulting. Work on this and other projects are subject to terms of Conflicts of Interest Manage- ment plans developed and approved by the FAU Division of Research Financial Conflict of Interest Committee. Dr. Handler works for the University of Pittsburgh Medical Center, who has a license agreement with Think Research to use the INTERACT-compatible order sets developed as part of the expert advisory group. These INTERACT-compatible order sets will be used as part of a telemedicine initiative to reduce potentially avoidable hospitalizations. The authors thank the staff of Think Research for their contribu- tions to the development of the Order Sets. The content of this manuscript was written by the authors and was not subject to the approval of Think Research. References 1. Saliba D, Kington R, Buchanan J, et al. Appropriateness of the decision to transfer nursing facility residents to hospital. J Am Geriatr Soc 2000;48: 154e163. 2. Ouslander JG, Lamb G, Perloe M, et al. Potentially avoidable hospitalizations of nursing home residents: Frequency, causes, and costs. J Am Geriatr Soc 2010; 58:627e635. 3. Ouslander JG, Maslow K. Geriatrics and the triple aim: Defining avoidable hospitalizations in the long-term care population. J Am Geriatr Soc 2012;60: 2313e2318. 4. Walsh EG, Wiener JM, Haber S, et al. Potentially avoidable hospitalizations of dually eligible Medicare/Medicaid beneficiaries from nursing facility and home and community-based services waiver programs. J Am Geriatr Soc 2012;60: 821e829. 5. Available at: https://www.amda.com/members/flashpapers/papers/TOC. Acces- sed January 18, 2015. 6. Available at: http://www.ihi.org/engage/Initiatives/completed/STAAR/Pages/ default.aspx. Accessed January 18, 2015. 7. Available at: http://interact.fau.edu. Accessed January 18, 2015. 8. Ouslander JG, Bonner A, Herndon L, Shutes J. The INTERACT quality improve- ment Program: An overview for medical directors and primary care clinicians in long-term care. J Am Med Dir Assoc 2014;15:162e170. 9. Available at: http://innovation.cms.gov/initiatives/rahnfr. Accessed January 18, 2015. 10. Unroe KT, Nazir A, Holtz LR, et al. The optimizing patient transfers, impacting medical quality and improving symptoms: Transforming institutional care approach: Preliminary data from the implementation of a centers for Medicare and Medicaid services nursing facility demonstration project. J Am Geriatr Soc 2015;63:165e169. 11. Available at: www.qualityforum.org/qps/2510. Accessed January 18, 2015. 12. Available at: http://www.ahcancal.org/advocacy/solutions/Documents/Value% 20Based%20Purchasing%20-%20IB.PDF. Accessed February 14, 2015. 13. Available at: http://www.thinkresearchgroup.com. Accessed January 18, 2015. 14. Available at: http://oig.hhs.gov/oei/reports/oei-06-11-00370.asp. Accessed January 25, 2015. 15. Morley JE. Adverse events in post-acute care: The Office of Inspector General report. J Am Med Dir Assoc 2014;15:305e306. 16. Handler SM, Cheung PW, Culley CM, et al. Determining the incidence of drug- associated acute kidney injury in nursing home residents. J Am Med Dir Assoc 2014;15:719e724. 17. Burke RE, Rooks SP, Levy C, et al. Identifying potentially preventable emer- gency department visits by nursing home residents in the United States. J Am Med Dir Assoc 2015 Feb 18. [Epub ahead of print]. 18. Ouslander JG, Schnelle JF, Han J. Is this really an emergency? Reducing potentially avoidable emergency department visits among nursing home res- idents. J Am Med Dir Assoc. (in press). J.G. Ouslander, S.M. Handler / JAMDA xxx (2015) 1e3 3