Vulnerable Patients and the Patient Experience. Dennis O. Kaldenberg, Ph.D. Chief Scientist

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1 Vulnerable Patients and the Patient Experience Dennis O. Kaldenberg, Ph.D. Chief Scientist

2 Topics for Presentation Identifying the components of vulnerability. Measuring vulnerability using available data. Predicting vulnerability to reduce patient suffering. Predicting vulnerability to aid in population health management. 2

3 Components of Vulnerability 3

4 Identifying Vulnerability to Suffering Traditional Healthcare Focuses on the Remediation of Treatment Deficiencies. D Future Healthcare Must Focus on the Remediation of Controllable Vulnerability. 4

5 Redefine Patient Experience You can t separate the patient experience from what actually happens to the patient. The patients experience includes everything that touches or impacts them including clinical processes, practices to ensure safety, service delivery and outcomes of care. Integrating these metrics leads to better knowledge of care and a single source of truth for improving care- prevents waste of efforts and prevents creating unintended consequences. 5

6 Measuring What Matters to Improve the Patient Experience Inherent Suffering Experienced even if care is delivered perfectly OUR GOAL: Alleviate this suffering by responding to Inherent Patient Needs. Avoidable Suffering Caused by defects in the approach to deliver care OUR GOAL: Prevent this suffering for patients by optimizing care delivery. 6

7 Finding and Reducing Patient Suffering Through Treatment Remediation Suffering Suffering 7

8 Compassionate Connected Care 8

9 Reducing Suffering through Predicting Vulnerability Effective treatment of the patient requires knowledge of pre-existing vulnerabilities. Vulnerability propensity can be modeled using direct and indirect measures. Vulnerability risk at the patient and population level can begin to be predicted from available measures when appropriate and robust models are built from populations where more complete measure sets are available. 9

10 Vulnerability Finding Direct or Indirect Measures 10

11 Building a Vulnerability Index Measurement Using Available Data Variable categories assigned a value. Creating the right categories and weights are ongoing efforts. Index varies from 0 to 24 where 0 represents low vulnerability. 11

12 Building a Vulnerability Index Measurement Using Available Data Scoring Example Example of value assignment for Index using DRG weight variable 5th Quintile (4) 4th Quintile (3) 3rd Quintile (2) 2nd Quintile (1) 1st Quintile (0) 12

13 Vulnerability and Patient Experiences N=3,137,105 Vulnerable patients are at risk for poorer experiences, which have Value Based Purchasing consequences. 13

14 Vulnerability and Patient Experiences N=3,137,105 Vulnerability has more severe consequences for certain care behaviors 14

15 Vulnerability and Clinical Consequences Vulnerable patients are at risk for negative clinical outcomes, which have reimbursement consequences. 15

16 Population and Community Patterns

17 Understanding Patients and their Communities Project objectives include: Create a segmentation schema that takes advantage of publically available data. Demonstrate how segments differ in vulnerability risk. Community characteristics can drive both behavior and profile vulnerability Provide a view of patients that capitalizes upon known patient experience and lifestyle information. 17

18 Data Sources and Processes Data Lifestyle Data (Cluster Population) Survey Response Data Description 37,394,270 zip+4 communities 28 dimensions cluster variables 7 segments one classification variable 07/01/ /30/2013 2,117,417 inpatient (IN) surveys 89.2% with zip+4 code Merged Data (Reporting Population) 1,787,316 observations Assign each Press Ganey responders to a community segment Profile Variables Regional Example (MA) 10 patient demographics 8 HCAHPS domain scores 25 lifestyle dimensions 56,376 observations Cover all 7 segments Client Example (Memorial Hermann) 3,161 observations Cover all 7 segments 18

19 Process Flow Lifestyle Data Survey Data 7 Segments 28 Dimensions 8 HCAHPS Domain Scores 10 Demographics Merged Lifestyle/Survey Data Profiling Regional Analysis (State, City, County) Client Specific 19

20 Press Ganey Lifestyle Variables

21 28 Lifestyle Variables Living the Good Life Health Risk Persona Living on the Edge Solid Roots Safety in Insurance Cautious Care Utilizers Spanish Immigrants Flying Solo Stable Families Empty Nesters Blue Collar Achievers Sunshine Seekers 28 Lifestyle Variables Solid Foundation Abundance of Women Minority Blues Rural Living Conspicuous Wealth Traveling Blues Population Growth Communities Urban Dwellers Main Line Wealthy Fashion Oriented Young & Not Working Multilingual Population Middle Class America 21

22 Vulnerability Propensity Varies by Lifestyle 22

23 Press Ganey s Community Segments

24 Community Segment Descriptions Segment Comment Hardscrabbled Living This primarily first generation, Spanish speaking segment are lower waged blue collar workers. They primarily are living in the non rural areas of the South and commute longer for work. Comfortably Retired First Gen Wealth Marginal Existers Middle Class Suburbia Homegrown Rural Prosperity Central This multi lingual segment is generally older and not working. They live in communities where the sun shines often. They are well to do financially. This single oriented segment tends to have money and likely to be found in urban settings with long commute time. In general, they are first generation lacking solid roots and in good health status. This segment resides primarily in urban settings. They are most likely living alone and are living a bit on the edge financially. They are most likely under insured and at put their health at risk. This segment is noted for its stable and growing families and middle class suburban lifestyle. This population is less likely to be a minority and reside in communities that are quickly expanding in population. This rural segment is more male oriented and is known for its hard working and blue collar backgrounds. Primarily older, these empty nesters are less likely to be Hispanic and are health risk prone. This primarily conspicuous wealth segment is noted for "living the good life" and resides not far away from metropolitan. They tend to be less minority and matured life stage. 24

25 Community Segments National Model With more than 37M records processed, we generated seven distinct community-based segments. 30.0% Community Segment Distribution (N=37,394,270) 19.6% 16.4% 14.5% 8.8% 5.4% 5.3% Hardscrabbled Living (N=3,287,903) Comfortably Retired (N=5,417,367) First Gen Wealth (N=1,990,563) Marginal Existers (N=6,122,249) Middle Class Suburbia (N=7,324,834) Homegrown Rural (N=11,224,103) Prosperity Central (N=2,027,251) 25

26 Community Segments Press Ganey Model Utilizing the same modeling approach, we applied the model to all Press Ganey survey recipients with Zip+4 information. Community Segment Distribution (N=1,787,316) 24.6% 23.7% 17.1% 13.7% 7.2% 7.1% 6.6% Middle Class Suburbia (N=438,836) Homegrown Rural (N=242,249) Comfortably Retired (N=306,306) Marginal Existers (N=244,684) Hardscrabbled Living (N=129,140) Prosperity Central (N=126,790) First Gen Wealth (N=117,311) 26

27 Vulnerability in Community Segments We applied the community model to the vulnerability data. 27

28 Predicting Vulnerability Risk of Patients in Washington DC Area Using Available Zip Code Data 28

29 Predicting Vulnerability Risk of Patients in Chicago Area Using Available Zip Code Data 29

30 Take Away Conclusions Vulnerability has reimbursement and mission fulfillment consequences. Suffering results from treatment deficiencies and patient vulnerability. Risk of poor experience can be predicted by vulnerability. Implementing a vulnerability score can help organizations address population health initiatives. Simple vulnerability indices can be built with readily available data. Vulnerability risk can be estimated with geographic data. 30

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