Operationalizing Guidelinebased. Derek Ritz
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1
2 Operationalizing Guidelinebased Care Derek Ritz
3 Operationalizing Guidelinebased Care Supporting HIV, TB, Malaria, MNCH, chronic disease management, episodic and emergency care by leveraging re-usable ehealth building blocks
4 The next 15 minutes Why ehealth What is the health impact of ehealth? What ehealth Which functions do we operationalize? In what configurations? How ehealth Shaun will introduce OpenHIE
5 What is the health impact of implementing ehealth?
6 Inform Operationalizes Health Interventions ehealth Infrastructure Person-centric transactional data Population-level health metrics Population Health Generate Yield
7 Health Interventions Population Health Yield
8 Operationalizes Health Interventions ehealth Infrastructure Population Health Yield
9 Operationalizes Health Interventions ehealth Infrastructure Person-centric transactional data Population Health Generate Yield
10 Operationalizes Health Interventions ehealth Infrastructure Person-centric transactional data Population-level health metrics Population Health Generate Yield
11 Inform Operationalizes Health Interventions ehealth Infrastructure Person-centric transactional data Population-level health metrics Population Health Generate Yield
12 The Role of ehealth ehealth infrastructure, at scale: Supports care continuity over time and across different sites Operationalizes guideline-based care Health transactions : Provide management metrics regarding care delivery May be aggregated to generate population indicators
13 Strategic Elements Patient- Centric Systems M&E Systems Integrated Health Information Systems
14 Standard Operating Procedures SOP-based Interventions Pervasive ehealth Infrastructure Modify SOP ehealth Transactional Data Financial, Management & Population Health Indicators
15 Operationalize guideline-based care SOP-based Interventions Standard Operating Procedures Pervasive ehealth Infrastructure Modify SOP ehealth Transactional Data Financial, Management & Population Health Indicators
16 Standard Operating Procedures SOP-based Interventions Pervasive ehealth Infrastructure Modify SOP Support care continuity ehealth Transactional Data Financial, Management & Population Health Indicators
17 Standard Operating Procedures SOP-based Interventions Pervasive ehealth Infrastructure Modify SOP ehealth Transactional Data Provide management metrics Financial, Management & Population Health Indicators
18 Standard Operating Procedures SOP-based Interventions Pervasive ehealth Infrastructure Modify SOP ehealth Transactional Data Financial, Management & Population Health Indicators Provide population indicators
19 Standard Operating Procedures SOP-based Interventions Pervasive ehealth Infrastructure Modify SOP ehealth Transactional Data Support continuous improvement Financial, Management & Population Health Indicators
20 Standard Operating Procedures SOP-based Interventions Pervasive ehealth Infrastructure Modify SOP ehealth Transactional Data Support continuous improvement Financial, Management & Population Health Indicators
21 What is the health impact of implementing ehealth?
22 ehealth affords us a way to exert process control on the health system to optimize health production.
23 What do I need the ehealth to do?
24 The Requirements An analysis was made of WHO s current published care guidelines for: 1. HIV 2. Malaria 3. TB 4. Antenatal care 5. Emergency care 6. Public health emergency response There are common tasks/processes which appear in multiple care workflows
25 Common Processes 25
26 Integrated Care Pathways The guideline-based workflow patterns arising from the analysis may be described using Integrated Care Pathway (ICP) diagrams ICPs describe high level, person-centric care workflows that may be long-running and cross institutional boundaries An ICP may be documented using rudimentary graphical primitives from the Business Process Modeling Notation (BPMN) Start End Decision / Branch
27 Example: Negative HIV test A client arrives at a VCT clinic to be tested for HIV Pretest counselling is done; consent is obtained to conduct the tests HIV quick tests and other tests are performed as per the WHO s 3ILPMS guidelines The results of the HIV quick tests are negative The client is not enrolled in the HIV care programme (ICP: start to end)
28 Care-seeking Not an emergency HIV test; other tests Not HIV positive Not enrolled in HIV programme
29 Example: Positive HIV test A client arrives at a VCT clinic to be tested for HIV Pretest counselling is done; consent is obtained to conduct the test HIV quick tests and other tests are performed as per the 3ILPMS protocol The results of the tests are positive; post-test counselling is provided As per guidelines, the client is immediately put on ART The client is enrolled in the HIV programme and will receive ongoing guideline-based care (ICP: start, loop)
30 Care-seeking Not an emergency HIV test; other tests Prescribe ART HIV positive Enrolled in HIV programme
31 Example: HIV Care Management A client receives HIV care management reminders The client attends a regular follow-up visit Lab tests are performed as per guidelines Based on the test results, the medication regime (and, potentially, the care plan) is adjusted, as per guidelines The client s ongoing care management, including reminders, reflects any changes to the care plan (ICP: loop)
32 Not an emergency Follow-up CD4; viral load; other tests Adjust medications Adjust care plan, if necessary Active in HIV programme
33 Example: ART Refill A client receives HIV care management reminders The client attends a regular follow-up visit Guideline-based care is delivered; clinical observations are recorded ART medications are refilled The client s ongoing care management, including reminders, reflects the care plan (ICP: loop)
34 Not an emergency Follow-up No lab test Refill ART Active in HIV programme
35 Example: Loss to Follow-up HIV care management reminders are sent The client does not attend follow-up visits Based on decision processes, the client is determined as lost to follow-up and removed from the HIV care programme (ICP: end)
36 Loss to Follow-up
37 Example: Death from HIV/AIDS A very ill client presents at a facility Based on initial assessments, the client s care is escalated The client dies while in an acute care facility and is discharged dead The client is removed from the active HIV care management programme (ICP: start to end)
38 Care-seeking Escalate care Patient discharged from hospital dead
39 Example: Directly-observed Therapy A client receives TB care management reminders The client attends a follow-up visit as per the care plan Guideline-based care is provided The client s TB drugs are directly administered The client s ongoing care management, including reminders, reflects progress in the therapy as per DOTS protocols (ICP: loop)
40 Not an emergency Follow-up Record clinical observations; administer directly-observed therapy Active in TB programme
41 Example: IMCI A mother brings a sick child into a clinic The initial (triage) assessment is made Clinical readings are taken and care is given based on the IMCI Chartbook, including immunizations and counselling of the mother regarding ongoing care at home ORS are given to the mother to be administered to the child at home A follow-up visit is scheduled as per the guidelines
42 Not an emergency Record clinical observations; administer immunizations; counsel mother Dispense ORS Schedule follow-up visit
43 Example: MNCH A community health worker (CHW) receives client visit reminders on her mobile phone The CHW meets with a pregnant woman in her village Basic observations are recorded as per the maternal care guidelines; these update the pregnant woman s ANC record NOTE: the CHW is compensated with airtime using a performance-based financing (PBF) scheme; the scheme leverages ANC records logged by the CHW
44 Not an emergency CHW follow-up reminder Record clinical observations Woman is active in MNCH programme PBF
45 Example: Injury (emergency) First responders arrive at a road accident The patient is transported to hospital The patient is discharged from hospital and scheduled for follow-up care by a visiting home nurse
46 First responders arrive on scene Emergency care Patient is scheduled for follow-up
47 Example: Injury (ambulatory) An injured person arrives at a clinic (e.g. rusty nail puncture through the foot; bleeding) Urgent care is provided as per guidelines (e.g. tetanus shot) A medicated cream is dispensed and the patient is instructed regarding application at home The patient is discharged; no follow-up is scheduled
48 Ambulatory injured patient arrives at clinic Urgent care No follow-up scheduled
49 Example: Public health emergency Based on trends noted from reported cases, a public health emergency is declared (e.g. drinking water contamination) Standing orders are issued to all clinics in a region to check for warning signs; specific instructions are given re: treatment Messages are sent to CHWs in the region to look in on vulnerable patients (pregnant women, elderly and child patients)
50 Check for warning signs Treatment instructions Look in on vulnerable clients
51 Example: Reportable Metrics Person-centric ehealth transactions are aggregated: By CHW, to support guideline adherence and PBF By facility, to support management, guideline adherence and local resource planning By district, to support resource planning and local population-level health indicators Nationally, to support resource planning, guideline efficacy and improvement, and population-level health indicators
52 National level metrics District level metrics Aggregate person-centric ehealth data Facility level metrics Provider level metrics
53 Building Blocks The analysis across multiple programmes yielded a set of common processes and an archetypal pattern This re-usable pattern may be employed as the basis for each unique care guideline The path thru the ICP is different, depending on the guideline (if-then decision braches)
54 Common Processes 54
55
56 What do I need the ehealth to do?
57 Operationalizing Guidelinebased Care Every guideline-based care workflow may be described as a unique ICP route through the common processes To operationalize guideline-based care, ehealth infrastructure would need to: Support the common processes Support the unique decision logic for each guideline In this way, the archetypal ICP may be used to describe the base requirements for a national normative ehealth standards framework
58 Animating the Guideline-based Workflows
59
60 Care-seeking Not an emergency HIV test; other tests Not HIV positive Not enrolled in HIV programme
61
62 Care-seeking Not an emergency HIV test; other tests Prescribe ART HIV positive Enrolled in HIV programme
63
64 Not an emergency Follow-up CD4; viral load; other tests Adjust medications Adjust care plan, if necessary Active in HIV programme
65
66 Not an emergency Follow-up No lab test Refill ART Active in HIV programme
67
68 Loss to Follow-up
69
70 Care-seeking Escalate care Patient discharged from hospital dead
71
72 Not an emergency Follow-up Record clinical observations; administer directly-observed therapy Active in TB programme
73
74 Not an emergency Record clinical observations; administer immunizations; counsel mother Dispense ORS Schedule follow-up visit
75
76 Not an emergency CHW follow-up reminder Record clinical observations Woman is active in MNCH programme PBF
77
78 First responders arrive on scene Emergency care Patient is scheduled for follow-up
79
80 Ambulatory injured patient arrives at clinic Urgent care No follow-up scheduled
81
82 Check for warning signs Treatment instructions Look in on vulnerable clients
83 National level metrics District level metrics Aggregate person-centric ehealth data Facility level metrics Provider level metrics
84 Is this doable? How do we make it go?
85 Shaun the floor is yours.
86
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