American Case Management Association October 30, 2017 Nashville, TN

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Partners at Home Where Health Happens June Simmons, President/CEO Marcia Colone, Ph.D 11th Annual Kentucky Tennessee Chapter Case Management Conference American Case Management Association October 30, 2017 Nashville, TN

There s No Place Like Home 2

3 RN LVN LCSW Case Manager SW Administrator Other Getting to Know You

4 Session Objectives Highlight seven objective criteria for identifying patients better supported by community based care services. Provide tips for discerning community based organizations that will meet and exceed standards. Differentiate roles between hospital, primary care and community based agencies in this innovative partnership.

5 The NEW Environment Constant change and uncertainty Obama repeal Influx of patients into HMO products Reimbursement systems in flux Consolidation as key driver New payment methods New quality criteria Increasing demands on you as nurses and medical professionals Patients with more complex, multiple chronic diseases

6 Rule Change and Impact Discharge Planning Tied to IMPACT ACT Hospitals must consider availability and access to caregivers and community based care, including supports even for people who are homeless

7 What Happens When Patients Go Home

8 Focus on Social Determinants of Health (SDOH) Safe Housing and Neighborhood Support Benefits Counseling & Assistance SDOH Access to Care: Coaching & Navigation Patient Engagement & Activation Community Connection/ Caregiver Support

9 Audience Question How many of you feel that you re being pulled to work outside of your scope because of the increasing needs of your complex patient population?

10 How CBOs Close the Gap Create a REAL continuum of care Address patient needs that are home based Visit the patient within the critical period after discharge Assist the patient in knowing when to call for help Assist with non medical supports and improve patient health outcomes

11 Case Management in the Community Case management in health care setting Social services case management in community Case management (CM): A health care service in which a single person, working alone or in conjunction with a team, coordinates services and augments clinical care for patients with chronic illness. Other definition to come

16 UCLA s Collaboration with Partners Lessons Learned!

13 It All Starts and Ends at Home New payer arrangements are driving care into the home Medicare FFS: TCM, CCM, Bundled: Ortho, Cardio Public & Commercial payers should adopt/scale LOS to be tracked vigorously Quality outcomes are now critical Consolidation of the post acute network needed

14 Establishing the Program Start up slow and steady Staff understanding what this program is and how it improves patient care Physician understanding what this program is and why so important Identifying the right patients on time Meeting regularly to develop relationships with partners and set metrics

15 Lessons Learned Build the program and the patients will come Develop a communication plan to inform the organization nursing, physicians Continue to communicate and share the quality metrics Identify the opportunities to improve Results exceeded expectations

Achieving Proven Results Average Savings Feb 2015 Jan 2016 Care Transition using Dr. Eric Coleman s Coaching & Rush University Bridge Patient Activation Models 16 Partners participation in CMS Demonstration Project, Community Care Transition Program (CCTP) Readmission Rates for Pre Intervention Baseline, All Cause, All Condition Patients Compared to Post Intervention CCTP Participants across 11 hospitals 25.0% 20.0% 15.0% 10.0% 5.0% 0.0% Results by CCTP Site 21.1% 33% 34% 40% reduction 2 20.2% reduction 2 20.7% reduction 2 14.2% 13.3% 12.4% Westside (3 Hospitals) Glendale (3 Hospitals) Kern (5 Hospitals) Highest % of readmission reduction in California Source: HSAG, CA QIO, November 2016 www.picf.org Participants Served* Baseline (All Cause, All Condition) Average Readmit Rate** Average # Readmits Averted per Year Feb 2015 Jan 2016 (Post Intervention) Average $ Saved @ $15,500/ Readmit per Year 3 Average Cost per Year @ $500/person Average Average ROI Net (net) per Savings per Year Year CCTP Site Westside 4,124 14.2% 284 $4.4 M $2.1 M $2.3 M 2.1:1 Glendale 3,048 13.3% 211 $3.3 M $1.5 M $1.8 M 2.2:1 Kern 4,047 12.4% 336 $5.2 M $2 M $3.2 M 2.6:1 1 Baseline (Pre): All Cause, All Condition: Westside & Glendale = Jan Dec 2012, Kern = Apr 2012 Mar 2013 2 CCTP (Post): Medicare High Risk FFS Population *Number Served, Feb. 2015 Jan. 2016 ** Average readmit rate calculated using 4 quarters of data (Feb 2015 Jan 2016). 3 Source: Health Services Advisory Group, average L.A. County cost for FFS Medicare Readmission, $15,500 published 2012 (2010 11 data)

17 How involved are you in contracting decisions? Extremely involved Slightly involved Never involved

18 Show Us the Money Partners has created a multi payer strategy by contracting with health plans, medical groups (MG), and hospitals. Payment for services generally follows which entity is carrying the risk by product line MG Hospital Triage Referral Waiver Contract with multiple Medi Cal plans for nursing home diversion & care transitions from SNF to community Health Plan Contract with multiple health plans for Medicare, Medi Cal, CMC/Duals, IFP, Commercial MG Hospital Population where MG or Hospital holds full risk Pay per Contract

19 Bundled Payment Add a low cost, high value targeted home visit Joint Replacement ER/Fall Environmental assessment Medication safety review Exercise Transportation to appointments ADL assistance Fall prevention education Older Adult post CABG Med safety review Med adherence Self care education Diet compliant meals Transportation to appointments Depression & anxiety screen High Risk for Readmission Coleman model coaching Med review Med adherence support Follow up appointments Coaching for selfmanagement Social services, benefits, meals, transportation www.picf.org

20 The Seven Factors and The Way Home Readmission within last 30 days; 2+ admissions in prior 12 months; or 2+ ED visits in last 6 months Length of stay greater than 10 days 8+ outpatient medications &/or adjustment of 2+ meds at discharge Discharged home with limited caregiver support Two or more chronic conditions Depression as secondary diagnosis Mild cognitive impairment, especially with inadequate caregiver support

21 Targeting Tiers of Need for Home Visit or Self Management Support Risk Criteria/Needs Tier 1 Tier 2 Tier 3 Tier 4 Acute/LTPAC Use Medications Functional Impairment Cognitive Impairment Primary care only <5 prescribed meds None known None known Intense use of primary care and specialty care for chronic condition 1+ ED visit or unplanned IP in past year; Intense use of primary care and specialty care for chronic condition 2+ ED visit or unplanned hospitalizations or SNF stay in past year 5 8 prescribed meds 5 8 prescribed meds 9+ prescribed meds Ambulatory, independent, with assistive devices None or mild able to arrange services or has caregiver who can do so Occasional assistance needed with ADL or IADL Mild to Moderate needs assistance arranging services Social factors Any or none Any or none. Prepare caregiver for decline. Literacy/ Not able to understand or health literacy act on instructions Selfmanagement Speaks English; understands healthcare instructions Clinical signs outside of goal May need translation services or explanation but able to act on healthcare instructions Clinical signs outside of goal; at risk for decline Clinical signs significantly outside goal Daily hands on assistance needed Moderate to severe Likely caregiver issues Not able to understand or act on instructions Clinical signs significantly outside goal/deteriorating

22 Why CBO Partnership Makes Sense Culturally Sensitive Broad geographic reach NCQA quality accreditation Experience in providing community based care Standards that can be relied upon and replicated

How Do You Ensure the Best Quality 23

24 Who Delivers the Services Partners has created Partners at Home (PAH), a statewide specialty network of Community Based Organizations (CBOs) leading the nation in prototyping models to provide patient centered social services in the home and community PAH streamlines access to multiple community based care extenders, Including Health Coaches and Social Workers who are well trained, culturally and linguistically competent, and experienced in helping patients whose health is fragile, and whose care is complex and costly Care/service plans are reviewed by Partners LCSW prior to submitting to Health Plan s CM to ensure quality and coordination of care across the care continuum HomeMeds uses a coach to collect detailed medication information which is reviewed by a pharmacist whose recommendations are shared with the patient s PCP and the Health Plan s CM to ensure optimal evidence based care The quality of Partners complex case management program has been recognized with accreditation by the National Committee for Quality Assurance (NCQA), one of the first two CBOs in the country to receive this designation www.picf.org

25 Our Statewide Community Based Network www.picf.org Network as of Oct 2016

To Meet Increasing Needs, Statewide Aging/Disability Service Networks Are Expanding WA Conexus Health Resources 1 NY Western NY Integrated Care Collaborative 1 MA Healthy Living Center of Excellence & Greater North Shore Link 1 CA Partners at Home Network IN Indiana Aging Alliance TX Healthy at Home, T4A OK Oklahoma Aging & Disability Alliance 1 OH Direction Home 1 Florida Health Networks PA Aging Well, LLC VA Eastern Virginia Care Transitions Partnership 1 1 Not a full statewide network

27 Forming the Collaborative All partners open to change and flexible Create new workflows and systems Enhancement not encroachment Iterative learning, side by side Making adjustments along the way Two equally important components: nurses and social workers Work with case managers or care team to integrate non medical services into care plans

28 Leading Into This Space Post acute and post SNF home services is now a priority Nurses as advocates Helping prepare patients for the next level of care set clear workflow Helping hospital professionals to understand and address the needs of patients post discharge How will you lead into this space?

29 The Agency Script What to say when when you get back to your agency The four steps you can take to ensure this collaborative will work Monitor results and navigate adjustments Integrate system needs as policy, process and continuum changes evolve Determine what data should be communicated to help motivate more cooperation and inter agency development Lead, endorse, advocate and be strategic

30 Question Based on everything you have heard today, what do you think is the most valuable aspect of this collaborative care coordination model? Improved patient health outcomes and greater stability for complex care patients Better all around support for patients once they go home Powerful way to address some of the patients social needs without adding more to your workload Ensuring resources are directed appropriately financial and human

31 Audience Question Based on the discussion today, where do you intend to start? What will you do first?

32 Thematic Topics This program [post acute in home services] is where the future is; the home environment is where this must go. Nurses [and case managers] must understand their role as advocates so that they can help prepare patients for this next level of care. We are all obligated to post acute services the key question is how do we want to lead into this space?

33 Open Discussion Questions? Comments?

34 In Summary We are building for the long game Collaboration equals measurable results It s all about the patient in the center The future is now and we are the equal partners and leaders in this care continuum Financing will come and we need to be ready

35 Bold New Partnerships Between Physicians, Plans and CBOs New home and community based specialty models of care, a critical component across the care continuum Depth of experience, with deep local knowledge and connections for essential life resources Full regional coverage with consistent tools, IT and results Evidence based programs for chronic conditions, caregivers, medication safety and post acute coaching and support Careful targeting Results and Value Improves discharge planning Reduces hospitalizations, readmissions, SNF & ER visits Improves quality scores Improve the patient experience Together, we are achieving the Triple Aim!

36 Marcia Colone Vice President, Transition Management Office Vanderbilt University Medical Center 615 936 0636 marcia.a.colone@vanderbillt.edu