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A Subsidiary of
Innovations to Advance Health Equity
Founded in 2001 as a Woman-Owned Business
EXECUTIVE BRIEFING
The Inclusion SCORECARD
For Population Health™
Introductions
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Innovations to Advance Health Equity
• Executive consultant to Fortune 50 corporations,
major nonprofits, and healthcare systems on
inclusive workplace cultures, talent optimization,
equity and Latino community engagement
• Principal researcher on the Inclusive Leader 360,
Inclusion Scorecard for Population Health
• Leading Alameda County’s first Pay for Success
Asthma Initiative
• Board of Trustee, Alameda Health System—one
of the nation’s largest public healthcare system
• Board Member, AAA Northern California
Nevada Utah serving 5.6 million members
Introductions
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Innovations to Advance Health Equity
Bill Barberg
President, InsightFormation
• Significant experience with Balanced
Scorecard in community and systems
level strategy efforts
• Collective Impact implementation and
facilitation engaging complex
community, public health and hospital
systems
• Contributing author "Implementing
Population Health Strategy" for the new
book, Solving Population Health
Problems through Collaboration
(Routledge, 2017)
Services & Customized Solutions
• Organizational Effectiveness
• Community Engagement
• Cross Cultural Awareness
• Executive Education on
Inclusive Leadership
• Pay for Success Investment
Initiatives Intermediary
• Provider Resiliency Support
Groups
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Innovations to Advance Health Equity
Leveraging Strategic Partnerships
Responsible for Scorecard Development and Architecture
Licensed Providers of the Scorecard
Technical Development and
Support for Client
Implementation
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Best Practice Development,
Convening and Technical
Support
Why Did We
Build the
Scorecard?
• The success of
population health
strategies is linked to
effective risk
management across
highly diverse patients
• Culturally relevant and
patient centered
approaches to service
delivery and care
coordination require
system wide operations
collaboration
• Building a culture of
inclusion and a focus on
health equity throughout
the health care system
sets the foundation for
quality of care, patient
safety and addressing the
social determinants of
health
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Making systems work—whether in healthcare,
education, climate change—or making pathways
out of poverty--is the great task of our generation
as a whole. In every field, knowledge has
exploded, but it has brought complexity and
specialization. We have come to a place where we
must recognize as individualistic as we want to be,
complexity requires group success.
--Atul Gawande, MD
TED TALK Feb 2, 2015
• Humility
• Teamwork
• Discipline
• Independence
• Autonomy
• Self Sufficiency
healthcare profession mindset transformation
Key Inspiration to Address Health Equity
with Systems Level Thinking
Population Health Strategy 1.0
Copyright 2018. InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
 Review patient utilization patterns
to define risk pools and
anticipate care management
needs to reduce cost of care
 Identify the known social
determinants of health to create
relevant health outreach and
care management strategies for
high risk populations
 Coordinate care and outreach
in partnership with trusted
community groups and
organizations to work effectively
with diverse patients
“the health outcomes
of a group of
individuals,
including
the distribution of
such outcomes within
the group”
Innovations to Advance Health Equity
Payment Reform is the Biggest Driver
of Population Health Strategies
COSTS POPULATION DEMOGRAPHIC HEALTH CARE STRATEGY
High Risk
Patients with
comorbidities,
complex diseases,
chronic need for care
• Improve services and
coordinated care
• Improve compliance
Rising Risk
Patients with poor
disease management
• Improve disease
management skills to
avoid higher cost
services
Low Risk
Patients with minor
conditions, easily
managed
• Create new approaches
to engage patients in
health maintenance
and behavior change
At Risk
Future patients at
various stages of
health
• Address social
determinants of health
Even With Improved
Access to Care--
Health Disparities Remain
• Chronic disease
(Asthma, Diabetes,
and Heart Disease)
• Cancer rates
• HIV/AIDS
• Preterm births
• Infant mortality
• Addiction
• Shorter life span
Innovations to Advance Health Equity
Diverse patient populations show high rates of disparity
in rates of morbidity
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Population Health strategies
cannot succeed without
understanding the diverse
needs of the populations
being served
or the unique conditions
in which they live and work.
Population Health 2.0
Institutional
Culture of
Inclusion
• High degree of open dialogue
• Respect for diverse perspectives
• Effective conflict management that
fosters trust
• High staff engagement at all levels
—psychological safety that inspires
innovation, belonging, and
commitment to the mission
Integrated
Focus on
Health Equity
Population Health
Strategy Roadmap
From: McKenzie, B. Is Your Population Health Program at Risk? http://www.mckesson.com/blog/transforming-healthcare-analytics/
The InclusionSCORECARD for
Population Health™
Innovations to Advance Health Equity
Provides a comprehensive and systematic approach to inform and
influence health care providers and public health department
initiatives aimed at improving care, reducing health disparities, and
lowering healthcare costs.
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Building Your InclusionSCORECARD™
for Population Health
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Innovations to Advance Health Equity
Customize
dashboard with
selection of
activities, tasks,
programs
Assess
current practice
through interviews
and surveys
Plan &
Prioritize
actions to take
based on analysis
and rating
Improve
Performance
based on key
recommendations
and monitor
progress on goals
Impact4Health works with senior leaders to provide personal
guidance at every stage of building your customized
dashboard and implementing key recommendations.
3-4 Month Time Frame
Rating Scale for All Selected Items
1 2 3 4
Stated
Goals and
Objectives
in Place
Not
Evident
In
Development
Partially
Developed
Finalized
Resources
Aligned
with Goals
Not
Evident
In
Development
Partial
Alignment
Full
Alignment
Procedure,
Best
Practices
Integrated
with
Strategy
Not
Evident
In
Development
Partial
Integration
Full
Integration
Copyright 2018. InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use.
Innovations to Advance Health Equity
Your Site’s Platform
Innovations to Advance Health Equity
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Inclusion Scorecard for Population Health (70+ Best Practices)
Your Consulting
Team will Assess
Your Site’s
Population Health
Management
Strategy Today
Directory of Tracking Metrics
Your Consultants
will Recommend
Metrics to Measure
Progress and Key
Activities
Strategy Dashboard
Your Site
Implementation
Team will Update
Your Population
Health Strategy and
Track Progress
Health
Equity
Site Access to All Three Resources Remains for Two Years
Copyright 2018. InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use.
Innovations to Advance Health Equity
Each of the items
listed in the
Scorecard is
linked to resource
platform
1. Tracking the Metrics of Inclusion
1. Track patient health outcomes by demographic group
2. Track health inequities among communities served
3. Track employee demographics to determine diversity at all
levels
4. Map the Social Determinants of Health among communities
served
5. Track employee demographics for High Potentials in
organization succession plans
6. Monitor talent acquisition strategies for diverse sourcing
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Innovations to Advance Health Equity
Sample Scorecard Items
QUAD 1: 21 Items
1. Diversity and Inclusion Council with employee participation
2. Target health education programs tailored to vulnerable
populations
3. Professional Development & Learning Opportunities- Inclusive
leadership for executives, managers and team leads
4. Patient Navigator Program serves unique needs of diverse
patients
5. Facility provides grievance process to resolve concerns about
care
6. Board of Trustees reflect community served
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Innovations to Advance Health Equity
Sample Scorecard Items
2. Creating the Culture of Inclusion
QUAD 2: 30 Items
1. Performance Evaluation-360 Evaluations for Executives are
Conducted
2. Reward and acknowledge Inclusive Leadership skills
3. Senior leader attendance at community events is included in
performance review
4. Performance Evaluation—Inclusion performance standards exist
for review
5. Performance Evaluation—Executives are expected to formally
mentor staff
6. Performance Evaluation—Executives support for supplier
diversity
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
Innovations to Advance Health Equity
Sample Scorecard Items
3. Managing the Link Between Inclusion and
Quality Outcomes With Leader Accountability
QUAD 3: 8 Items Total
1. Hospital Community Benefits Report is presented to
community
2. Community advisory council on health equity exists
3. Coordinated engagement with FQHC serving
vulnerable populations
4. Target outreach and health education to
community groups (nonprofits and faith based
organizations) serving key populations
5. Hospital government relations staff advocate for
policy on behalf of underserved population
4. Inclusive Community Engagement
Innovations to Advance Health Equity
Sample Scorecard Items
QUAD 4: 10 Items Total
Copyright 2018 InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use.
Investing in the Scorecard
Inclusion Scorecard for
Population Health
Recommended
Strategy
Customized Site
Specific Dashboard
Impact4Health and/or
a licensed provider
manage the
assessment process,
conduct interviews or
focus groups and
provide summary
recommendations on
Scorecard and in a
written report.
A final presentation
will summarize
findings and key
recommended
metrics for your
site’s population
health strategy.
Your site will continue
to have access to
Scorecard results and
a separate custom
site summarizing your
strategy of targeted
activities for 2 years.
$90,000 - $150,000 IMPLEMENTATION + 2 YEAR ACCESS*
All implementation options provide 2 year access to the Scorecard
and Customized Site Specific Implementation Dashboard
Copyright 2018 InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use.
*Pricing based on size of institution. Subsequent renewal for access is $20,000 every 2 years.
The ROI for Improving Care
for Vulnerable Populations
• Rehospitalization Costs for CMS Tracked Conditions:
• COPD: $10,900
• Joint HIP Replacement: $12,300
• Congestive Heart Failure: $13,000
• Pneumonia: $13,000
• Heart attack $13,200
(Becker Hospital Review Dec 12, 2013)
• Average court settlement for medical malpractice
due to avoidable harm: $425,000 for non trial based
settlement, $1M for jury award (Medscape,2018)
Innovations to Advance Health Equity
Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
What to Expect
• A comprehensive dashboard to track all activities
that advance health equity and population health
strategies.
• A unified and coordinated approach—across silos—
throughout the facility on meeting the needs of
diverse populations.
• Engaged staff and community members who can
address coordinated efforts to reduce health
disparities.
• Improved alignment among Board of
Trustees/Directors, senior executive team and
patient advocates on population health initiatives.
Copyright 2018 InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use.
Innovations to Advance Health Equity
Additional Services from
Impact4Health and Licensed Providers
• Research
• Analysis
• Report
Generation
• Publicly
available data
• Original data
• County-level
maps
• Descriptive
• Inferential
• Nonparametric
• Asynchronous
online
• Synchronous
online
• On-site
workshops
Legal and Policy Analysis
Data Analytics
GIS-Mapping to Assess Needs
In-House Custom Training
Innovations to Advance Health Equity
Program Design and Strategy
Copyright 2018 InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use.
Thank You!
For more information, please
Contact
Maria G. Hernandez, PhD
President and COO
Impact4Health, LLC
maria@impact4health.com
1+510.550.7182
Innovations to Advance Health Equity
Copyright 2018 InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use.

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Introducing the Inclusion Scorecard for Population Health

  • 1. A Subsidiary of Innovations to Advance Health Equity Founded in 2001 as a Woman-Owned Business EXECUTIVE BRIEFING The Inclusion SCORECARD For Population Health™
  • 2. Introductions Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use. Innovations to Advance Health Equity • Executive consultant to Fortune 50 corporations, major nonprofits, and healthcare systems on inclusive workplace cultures, talent optimization, equity and Latino community engagement • Principal researcher on the Inclusive Leader 360, Inclusion Scorecard for Population Health • Leading Alameda County’s first Pay for Success Asthma Initiative • Board of Trustee, Alameda Health System—one of the nation’s largest public healthcare system • Board Member, AAA Northern California Nevada Utah serving 5.6 million members
  • 3. Introductions Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use. Innovations to Advance Health Equity Bill Barberg President, InsightFormation • Significant experience with Balanced Scorecard in community and systems level strategy efforts • Collective Impact implementation and facilitation engaging complex community, public health and hospital systems • Contributing author "Implementing Population Health Strategy" for the new book, Solving Population Health Problems through Collaboration (Routledge, 2017)
  • 4. Services & Customized Solutions • Organizational Effectiveness • Community Engagement • Cross Cultural Awareness • Executive Education on Inclusive Leadership • Pay for Success Investment Initiatives Intermediary • Provider Resiliency Support Groups Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use. Innovations to Advance Health Equity
  • 5. Leveraging Strategic Partnerships Responsible for Scorecard Development and Architecture Licensed Providers of the Scorecard Technical Development and Support for Client Implementation Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use. Best Practice Development, Convening and Technical Support
  • 6. Why Did We Build the Scorecard? • The success of population health strategies is linked to effective risk management across highly diverse patients • Culturally relevant and patient centered approaches to service delivery and care coordination require system wide operations collaboration • Building a culture of inclusion and a focus on health equity throughout the health care system sets the foundation for quality of care, patient safety and addressing the social determinants of health Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
  • 7. Making systems work—whether in healthcare, education, climate change—or making pathways out of poverty--is the great task of our generation as a whole. In every field, knowledge has exploded, but it has brought complexity and specialization. We have come to a place where we must recognize as individualistic as we want to be, complexity requires group success. --Atul Gawande, MD TED TALK Feb 2, 2015 • Humility • Teamwork • Discipline • Independence • Autonomy • Self Sufficiency healthcare profession mindset transformation Key Inspiration to Address Health Equity with Systems Level Thinking
  • 8. Population Health Strategy 1.0 Copyright 2018. InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.  Review patient utilization patterns to define risk pools and anticipate care management needs to reduce cost of care  Identify the known social determinants of health to create relevant health outreach and care management strategies for high risk populations  Coordinate care and outreach in partnership with trusted community groups and organizations to work effectively with diverse patients “the health outcomes of a group of individuals, including the distribution of such outcomes within the group” Innovations to Advance Health Equity
  • 9. Payment Reform is the Biggest Driver of Population Health Strategies COSTS POPULATION DEMOGRAPHIC HEALTH CARE STRATEGY High Risk Patients with comorbidities, complex diseases, chronic need for care • Improve services and coordinated care • Improve compliance Rising Risk Patients with poor disease management • Improve disease management skills to avoid higher cost services Low Risk Patients with minor conditions, easily managed • Create new approaches to engage patients in health maintenance and behavior change At Risk Future patients at various stages of health • Address social determinants of health
  • 10. Even With Improved Access to Care-- Health Disparities Remain • Chronic disease (Asthma, Diabetes, and Heart Disease) • Cancer rates • HIV/AIDS • Preterm births • Infant mortality • Addiction • Shorter life span Innovations to Advance Health Equity Diverse patient populations show high rates of disparity in rates of morbidity Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
  • 11. Population Health strategies cannot succeed without understanding the diverse needs of the populations being served or the unique conditions in which they live and work.
  • 12. Population Health 2.0 Institutional Culture of Inclusion • High degree of open dialogue • Respect for diverse perspectives • Effective conflict management that fosters trust • High staff engagement at all levels —psychological safety that inspires innovation, belonging, and commitment to the mission Integrated Focus on Health Equity
  • 13. Population Health Strategy Roadmap From: McKenzie, B. Is Your Population Health Program at Risk? http://www.mckesson.com/blog/transforming-healthcare-analytics/
  • 14. The InclusionSCORECARD for Population Health™ Innovations to Advance Health Equity Provides a comprehensive and systematic approach to inform and influence health care providers and public health department initiatives aimed at improving care, reducing health disparities, and lowering healthcare costs. Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
  • 15. Building Your InclusionSCORECARD™ for Population Health Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use. Innovations to Advance Health Equity Customize dashboard with selection of activities, tasks, programs Assess current practice through interviews and surveys Plan & Prioritize actions to take based on analysis and rating Improve Performance based on key recommendations and monitor progress on goals Impact4Health works with senior leaders to provide personal guidance at every stage of building your customized dashboard and implementing key recommendations. 3-4 Month Time Frame
  • 16. Rating Scale for All Selected Items 1 2 3 4 Stated Goals and Objectives in Place Not Evident In Development Partially Developed Finalized Resources Aligned with Goals Not Evident In Development Partial Alignment Full Alignment Procedure, Best Practices Integrated with Strategy Not Evident In Development Partial Integration Full Integration Copyright 2018. InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use. Innovations to Advance Health Equity
  • 17. Your Site’s Platform Innovations to Advance Health Equity Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use. Inclusion Scorecard for Population Health (70+ Best Practices) Your Consulting Team will Assess Your Site’s Population Health Management Strategy Today Directory of Tracking Metrics Your Consultants will Recommend Metrics to Measure Progress and Key Activities Strategy Dashboard Your Site Implementation Team will Update Your Population Health Strategy and Track Progress Health Equity Site Access to All Three Resources Remains for Two Years
  • 18. Copyright 2018. InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use. Innovations to Advance Health Equity Each of the items listed in the Scorecard is linked to resource platform
  • 19. 1. Tracking the Metrics of Inclusion 1. Track patient health outcomes by demographic group 2. Track health inequities among communities served 3. Track employee demographics to determine diversity at all levels 4. Map the Social Determinants of Health among communities served 5. Track employee demographics for High Potentials in organization succession plans 6. Monitor talent acquisition strategies for diverse sourcing Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use. Innovations to Advance Health Equity Sample Scorecard Items QUAD 1: 21 Items
  • 20. 1. Diversity and Inclusion Council with employee participation 2. Target health education programs tailored to vulnerable populations 3. Professional Development & Learning Opportunities- Inclusive leadership for executives, managers and team leads 4. Patient Navigator Program serves unique needs of diverse patients 5. Facility provides grievance process to resolve concerns about care 6. Board of Trustees reflect community served Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use. Innovations to Advance Health Equity Sample Scorecard Items 2. Creating the Culture of Inclusion QUAD 2: 30 Items
  • 21. 1. Performance Evaluation-360 Evaluations for Executives are Conducted 2. Reward and acknowledge Inclusive Leadership skills 3. Senior leader attendance at community events is included in performance review 4. Performance Evaluation—Inclusion performance standards exist for review 5. Performance Evaluation—Executives are expected to formally mentor staff 6. Performance Evaluation—Executives support for supplier diversity Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use. Innovations to Advance Health Equity Sample Scorecard Items 3. Managing the Link Between Inclusion and Quality Outcomes With Leader Accountability QUAD 3: 8 Items Total
  • 22. 1. Hospital Community Benefits Report is presented to community 2. Community advisory council on health equity exists 3. Coordinated engagement with FQHC serving vulnerable populations 4. Target outreach and health education to community groups (nonprofits and faith based organizations) serving key populations 5. Hospital government relations staff advocate for policy on behalf of underserved population 4. Inclusive Community Engagement Innovations to Advance Health Equity Sample Scorecard Items QUAD 4: 10 Items Total Copyright 2018 InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use.
  • 23. Investing in the Scorecard Inclusion Scorecard for Population Health Recommended Strategy Customized Site Specific Dashboard Impact4Health and/or a licensed provider manage the assessment process, conduct interviews or focus groups and provide summary recommendations on Scorecard and in a written report. A final presentation will summarize findings and key recommended metrics for your site’s population health strategy. Your site will continue to have access to Scorecard results and a separate custom site summarizing your strategy of targeted activities for 2 years. $90,000 - $150,000 IMPLEMENTATION + 2 YEAR ACCESS* All implementation options provide 2 year access to the Scorecard and Customized Site Specific Implementation Dashboard Copyright 2018 InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use. *Pricing based on size of institution. Subsequent renewal for access is $20,000 every 2 years.
  • 24. The ROI for Improving Care for Vulnerable Populations • Rehospitalization Costs for CMS Tracked Conditions: • COPD: $10,900 • Joint HIP Replacement: $12,300 • Congestive Heart Failure: $13,000 • Pneumonia: $13,000 • Heart attack $13,200 (Becker Hospital Review Dec 12, 2013) • Average court settlement for medical malpractice due to avoidable harm: $425,000 for non trial based settlement, $1M for jury award (Medscape,2018) Innovations to Advance Health Equity Copyright 2018 InclusionINC®. Impact4Health All rights reserved. Licensed for limited use.
  • 25. What to Expect • A comprehensive dashboard to track all activities that advance health equity and population health strategies. • A unified and coordinated approach—across silos— throughout the facility on meeting the needs of diverse populations. • Engaged staff and community members who can address coordinated efforts to reduce health disparities. • Improved alignment among Board of Trustees/Directors, senior executive team and patient advocates on population health initiatives. Copyright 2018 InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use. Innovations to Advance Health Equity
  • 26. Additional Services from Impact4Health and Licensed Providers • Research • Analysis • Report Generation • Publicly available data • Original data • County-level maps • Descriptive • Inferential • Nonparametric • Asynchronous online • Synchronous online • On-site workshops Legal and Policy Analysis Data Analytics GIS-Mapping to Assess Needs In-House Custom Training Innovations to Advance Health Equity Program Design and Strategy Copyright 2018 InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use.
  • 27. Thank You! For more information, please Contact Maria G. Hernandez, PhD President and COO Impact4Health, LLC maria@impact4health.com 1+510.550.7182 Innovations to Advance Health Equity Copyright 2018 InclusionINC®. Impact4Health, LLC All rights reserved. Licensed for limited use.