Whole Person Orientation in Primary Care: Understanding Priorities and Assessing Performance

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Thomas Jefferson University Jefferson Digital Commons Master of Public Health Thesis and Capstone Presentations Jefferson College of Population Health 6-25-2015 Whole Person Orientation in Primary Care: Understanding Priorities and Assessing Performance Shannon Doyle Jefferson College of Population Health, shannon.doyle@jefferson.edu Let us know how access to this document benefits you Follow this and additional works at: http://jdc.jefferson.edu/mphcapstone_presentation Part of the Public Health Commons Recommended Citation Doyle, Shannon, "Whole Person Orientation in Primary Care: Understanding Priorities and Assessing Performance" (2015). Master of Public Health Thesis and Capstone Presentations. Presentation 166. http://jdc.jefferson.edu/mphcapstone_presentation/166 This Article is brought to you for free and open access by the Jefferson Digital Commons. The Jefferson Digital Commons is a service of Thomas Jefferson University's Center for Teaching and Learning (CTL). The Commons is a showcase for Jefferson books and journals, peer-reviewed scholarly publications, unique historical collections from the University archives, and teaching tools. The Jefferson Digital Commons allows researchers and interested readers anywhere in the world to learn about and keep up to date with Jefferson scholarship. This article has been accepted for inclusion in Master of Public Health Thesis and Capstone Presentations by an authorized administrator of the Jefferson Digital Commons. For more information, please contact: JeffersonDigitalCommons@jefferson.edu.

Understanding Priorities and Assessing Performance

Aims Use a participatory method to develop a framework for understanding the concept of whole-person orientation in primary care. Use that framework to develop pilot items for a primary care practice self-assessment tool.

Evaluations of the PCMH Model Improvements in appropriate utilization of services Increases in patient satisfaction Increases in use of preventive services Less provider burnout No significant changes in clinical outcomes No significant changes in cost Decreases in patient satisfaction More provider turnover

Implementation of PCMH Model? Outcomes Joint Principles of the Patient Centered Medical Home NCQA Patient Centered Medical Home Recognition Standards

Joint Principles Personal physician Physician directed medical practice Whole person orientation Care coordination Quality & Safety Enhanced access Payment NCQA Standards Access & Continuity Identify and manage patient populations Plan and Manage Care Provide Self-Care Support Track and Coordinate Care Measure and Improve Performance

Existing Recommendations Stange et al. Measure the changes in practice operations and the co-evolving healthcare and payment systems that are hypothesized to provide added value to the PCMH Measure quality and function of relationships with patients, and healthcare system and community partners Avoid unintended negative consequences from emphasizing more easily measured instrumental aspects of the PCMH over the complexly interacting relationship aspects that are likely to provide much of its value Stange K, et al. (2010). Defining and measuring the patient centered medical home. Journal of General Internal Medicine, 10.1007.

Existing Recommendations Commonwealth Fund Include qualitative and quantitative data that capture how and why implementation strategies change Capture details concerning how different PCMH components interact with each other over time Measure resources required for initiating and sustaining innovations B.F. Crabtree, S.M. Chase, C.G. Wise, G.D. Schiff, L.A. Schmidt, et al. (2010) Evaluation of Patient Centered Medical Home Practice Transformation Initiatives. Medical Care.

Existing Recommendations AHRQ Focus on quality, cost, and experience Recognize that PCMH is a practicelevel intervention Be strategic in identifying right samples of patients Patient Centered Medical Home Resource Center. (2014). A guide to real-world evaluations of primary care interventions: some practical advice. Agency for Healthcare Research and Quality, No. 14-0069-EF

Screenshot of Excel Sheet Examined over 50 tools

Medical Home-ness Personal Physician Physician- Directed Practice Whole-Person Orientation Care Coordination Enhanced Access Payment 6 12 5 1 (2) 8 2 0 Peer reviewed Tools Used in a peer-reviewed publication 28 4

Developed before 2007 No patient input No framework for concept Lack of relevant tools New evaluation tool Opportunity to address SDH

Methods: Concept Mapping Preparation Utilize Maps Idea Generation Compute Maps Structure Ideas

Participatory Provides clear guidance Demonstrates relationships Equal consideration

Preparation Question Stem: What does having whole person orientation in primary care mean? All settings, experiences Procedures, physical features, interactions with clinicians/staff New and existing ideas

Idea Generation: Brainstorming Sessions PFAC DFCM JFMA 66 statements

Structure Ideas Sorting Rating Feasibility Rating Impact Rating

Compute Maps: Analysis Point Map 55 21 8 28 39 22 57 26 17 32 16 53 2 15 4 62 5 6 65 66 18 19 35 29 34 47 63 50 37 27 23 9 33 64 56 31 54 41 51 38 36 45 46 40 24 58 3 1 10 12 59 44 20 48 49 7 60 52 61 14 42 11 30 43 25 13

Compute Maps: Analysis Cluster Map 16 35 34 2 33 41 55 21 28 39 26 57 4 17 7. patient education 8 22 32 6. Community 53 18 19 29 47 50 37 27 63 8. Healthy Lifestyle 23 56 5. 15 Clinic flow 31 9 64 54 62 65 38 45 40 3. 51 emotional 24 health 58 3 36 44 46 5 6 20 2. Providers 48 49 1 10 14 25 13 42 1. Personal 11 Connections 7 52 30 43 4. 12 Whole Person Orientation 66 59 60 61

Compute Maps: Analysis Cluster Rating Map- Feasibiity Cluster Legend Layer Value 1 3.63 to 3.75 2 3.75 to 3.86 3 3.86 to 3.98 4 3.98 to 4.10 5 4.10 to 4.22 5. Clinic flow 2. Providers 6. Community 1. Personal Connections 7. patient education 4. Whole Person Orientation 8. Healthy Lifestyle 3. emotional health

Compute Maps: Analysis Cluster Rating Map- Impact Cluster Legend Layer Value 1 3.63 to 3.75 2 3.75 to 3.86 3 3.86 to 3.98 4 3.98 to 4.10 5 4.10 to 4.22 5. Clinic flow 2. Providers 6. Community 1. Personal Connections 7. patient education 4. Whole Person Orientation 8. Healthy Lifestyle 3. emotional health

Compute Maps: Analysis Pattern Match Feasibility patient education emotional health Providers Healthy Lifestyle Clinic flow 4.22 4.54 Impact Providers Clinic flow Whole Person Orientation Personal Connections Community emotional health Personal Connections Healthy Lifestyle Whole Person Orientation Community 3.63 4.14 r = 0.04 patient education

Utilize Maps Personal Connections 8 items Provide culturally competent care Focusing on patient and not medical record during visit Identify what patient and his or her family want to gain from the encounter Involve family more often through encouragement and communication

Utilize Maps Providers- 8 items Build healthcare teams that know each other and communicate well Coordinate with specialists Integrate mental and social services Provide the right services, at the right time, at the right place Increase 1:1 contact with patients

Utilize Maps Emotional Health- 7 items Focus on the connections among spirit, mind and body Address stress in the patient s environment Ask patients about emotional health, including things that they might want to change Ask patients about how their condition is affecting their life

Utilize Maps Whole Person Orientation- 9 items Address more than underlying disease Address relationship health Address financial stability Identify individual motivating factors for each patient

Utilize Maps Clinic Flow 14 Items Have a staff member dedicated to managing referrals, providing education and advocating on behalf of patients Have one set of comprehensive medical records Provide quick responses to questions, inquiries, requests Send text message reminds about appointments Check in with patients regularly between appointments Help patients arrange transportation

Utilize Maps Community- 10 items Help patients navigate insurance Offer more services at home Provide referrals to community or religious organizations Consider solutions that do not require insurance Provide nutrition services on site

Utilize Maps Patient Education- 5 items Educate patients about healthy eating Provide parenting education Help patients to understand health news, changing science Utilize materials that are at the appropriate health literacy level

Utilize Maps Healthy Lifestyle- 5 items Offer alternative solutions to drug therapies, such as lifestyle changes Suggest techniques for alleviating stress Incentivize good lifestyle choices Find and suggest more alternatives to standard therapies, like medication

Item Development Level of Implementation Scale Item D C B A Alternatives to to drug therapies Are not offered. are offered, but on an ad hoc basis in response to specific requests. are integrated into care protocols and reminders, but only for limited disease states. are integrated into care protocols and reminders across a comprehensive set of diseases and risk states.