Advance Care Planning Exploratory Project. Rhonda Wiering, MSN, RN,BC, LNHA Regional Director, Quality Initiatives Avera Health October 18, 2012

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Advance Care Planning Exploratory Project Rhonda Wiering, MSN, RN,BC, LNHA Regional Director, Quality Initiatives Avera Health October 18, 2012

Agenda Overview of the Advance Care Planning Exploration Project Description of Advanced Illness Care Today Rationale that Supports the Need for the Project Opportunities To Do It Better The Power of a Person-Centered Approach

. Avera Advance Care Planning Project The goal for this project is to evaluate the need for and to make recommendations for a consistent approach to advance care planning (ACP) for the Avera Health system, in order to provide optimal care for our patients. An advance directive is a written document that provides direction regarding an individual s medical treatment preferences and/or the designation of a stand-in decision-maker. We seek to ensure that we have a well-designed educational and reflective process not just for documenting patients values and wishes, but for facilitating meaningful dialogue about things that do matter (Levi & Green, 2010).

Project Objectives Engage stakeholders and organize a project planning team Investigate and analyze the current practice related to the use of advance directives and advance care planning Evaluate current literature and evidence-based practice Design a project plan utilizing adaptive change principles and evidence-based practice Summarize and articulate to system leadership the vision for a new model for advance directives and advance care planning, and its advantages

Project Approach/ Methodology Interdisciplinary project team/ Regional representatives/ Charter Stakeholder surveys Physician/ Midlevel Providers Clinicians Non-Clinicians Attorneys Patients Current policy, form, and process review Literature Review Consultation with other health systems Gap Analysis

Advanced Illness Care Trajectory Times Adapted from Kramer, R. (2011, June 23). Aetna compassionate care lecture 2011 World Health Care Congress Leadership Summit, Chicago, IL

The Great Divide There is a great divide separating the kind of care Americans say they want at the end of life and what our culture currently provides. Surveys show that we want to die at home, free of pain, surrounded by the people we love. But the vast majority of us die in the hospital, alone, and experiencing unnecessary discomfort Bill Moyers, PBS Commentator, 2000 Spending one s final days in an I.C.U. because of terminal illness is a failure for our patients and their families. Atul Gawande, MD, 2010

A Fundamental Assumption The health care decision-making process across key stakeholders during advanced illness is commonly non-existent, ineffective, or dysfunctional Patient Payer Looming in the Background Family Advanced Illness Stakeholders Adapted from Kramer, R. (2011, June 23). Aetna compassionate care lecture 2011 World Health Care Congress Leadership Summit, Chicago, IL. Physician or Healthcare Providers

Why This is Messy Physicians and Health providers Not talking honestly with patients about death, yet knowing it is coming soon (McPhee et al, 2011) Report feeling uncomfortable with EOL conversation (Zhou, 2010) Knowingly offer aggressive treatment in advanced illness, knowing it is likely to cause even worse symptoms (Zhou, 2010) Patients Lack knowledge about their disease Patients assume that compliance is expected Families Do not always know what their loved ones want Disagreement within the family unit

Messier Yet The definition of a good death varies from person to person No good answer about what constitutes a good quality of life for patients while living with advanced disease Dynamic not a static process No how to manual for patients and physicians Payers Address issues through medical review/case management Have largely ignored that patients have unexpressed quality of life preferences that favor less aggressive treatment State Legislation Some variations of Physicians Orders for Life Sustaining Treatment (POLST) potentially controversial

Survey Approach Advance Directive /DNR Policies (24 policies reviewed) Survey Participants Patients (172), Physicians (61), Clinicians (335), Non-clinicians (141) Attorney Survey Respondents 4 states Avera and Non-Avera entities

Types of Questions Asked Provider type/ Where you work/ Number of years in practice When you have been aware that a patient has an advance directive, how often do you and the patient discuss the specific directives in the document? When a patient s health situation begins to decline, how often do you refer back to the advance directive? Generally speaking, do advance directives make a meaningful difference in the care of patients? Do you know where to find the advance directive in the EMR? Have you had formal education on advance care planning discussions with patients and families? Do you personally have a Durable Power of Attorney for Healthcare document or another end of life care directive?

30 Specialty 25 20 15 10 5 0 25 15 11 Physician / Midlevel Survey (61) 3 2 2 2 1 0 Do you know where to find the advance directive in the EMR? NA (do not use the EMR), 4, 8% No, 29, 59% Yes, 16, 33% 59% say NO Have the patient's AD been a source of conflict for you and the patient? No, 36, 72% Yes, 14, 28% 28% say YES Somewhat Comfortable 10, 20% Comfort with end of life conversations with patients? Not comfortable 1, 2% Very Comfortable 39, 78% 78% say VERY COMFORTABLE

Clinician Survey (335) Provider type Department 250 200 150 100 50 0 195 37 36 36 11 10 8 2 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0 60% 29% 22% 21% 16% 11% 17% 11% Do advance directives make a meaningful difference in the care of patients? Somewhat, 111, 31% Other Responses, 51, 14% Not sure, 32, 9% Have you had formal education on Advance Care Planning? Not sure, 38, 12% Yes (please describe below), 38, 12% Definitely Yes, 150, 41% No, 19, 5% No, 237, 76% 41% say YES 76% say NO

Patient Survey (172) Do you have an advanced directive, living will, or durable power of attorney for healthcare decisions? I don't know, 3, 2% Yes, 45, 26% Do you feel like your Advance Directive will be followed if you are unable to make decisions? I don't know, 40, 27% No, 124, 72% No, 8, 5% Yes, 101, 68% 72% say NO 32% say NO or I Don t Know 30 25 20 15 10 5 0 0 0 0 0 Less than 1 year ago Have you reviewed the document with your physician? 38% of have reviewed their AD with MD 1-5 years ago 6-10 years ago Over 10 years ago 16 Yes 26 No

Written Comments (17 pages) Big misconceptions about the legal document. Patients, providers and lawyers understanding is different and thus leads to conflict about the AD It is surprising how often a chronically ill patient with significant co-morbidities has never discussed end of life care with their Primary Care Provider Family's often have mistaken view of what Hospice or Palliative Care is Takes time to have this discussion difficult to fit in during regular clinic day Could be a meaningful roadmap if done well Make it easier to find in EMR and maybe have it brought up by default like vaccines Almost always, the AD is far too nonspecific. The patient rarely understands it. Most state if they are in an incurable state with no hope of recovery, do not resuscitate. It is never that simple. Sometimes the DPOA is struggling emotionally and having a difficult time following the directive. Sometimes the physician has strong views about doing more aggressive care than the patient s directive indicates and family listens to the physician.

Examples of how other Communities/ Health Systems are approaching this? Gundersen s Model Respecting Choices Life Stages approach First Steps (AD document/ retrieval / storage) Next Steps (Advanced disease - ACP facilitation) Last Steps (End of life care plan) Other models

Ineffective ACP Only 18-36% of Americans have written AD (Wenger, 2009) AD written too general or too specific to help with the issue to be decided Requires people to forward think to circumstances that they have never experienced Health care proxy somewhat effective, yet not ideal - Family members might not have a good read on what their loved one wants and may not have discussed Has not resulted in better care at EOL (Hammes et al, 2010)

Findings Less than 25% of surveyed patients had an AD and only 38% of those had reviewed it with their doctor 59% of providers unaware of where to locate the AD in EMR Less than 50% of physicians and clinicians feel that the AD makes a meaningful difference for patients 60-75% of physicians and clinicians report no previous training on ACP Wide variation AD policies/ processes Need for education for all stakeholders Promising practice at Gundersen Lutheran and other health systems Plan will need investment and staged approach over 2-3 years

Effective ACP Process of evaluation and reevaluation involving stakeholders Discussing and understanding what lies ahead Active participation by stakeholders Ongoing and frequent communication throughout illness

The Vision for Optimal Care The patient and his/her family need to become active in the healthcare decision-making process so that health care decisions are consistent with life preferences, values, and priorities, ultimately increasing quality of care during advanced illness.

The Business Case Cost avoidance and savings Shortened length of stay Improved patient satisfaction Lower hospital mortality rates

A New ACP Model Person-Centered Approach Our responsibility, in medicine, is to deal with human beings as they are. People die only once. They have no experience to draw upon. They need doctors and nurses who are willing to have the hard discussions and say what they have seen, who will help people prepare for what is to come and to escape a warehoused oblivion that few really want. Dr. Atul Gawande, 2010

Standardized Staff Training Program A Person-Centered ACP Program Commitment to advanced illness quality of life and care Informed consumers & Proxy Decision-Makers Increased # s of patients referred to hospice Increased # s of patients, over age 50, with AD Trained Facilitators in EOL Conversation Meaningful conversation about illness between physicians & patients occurring regularly Development of consistent tools & processes

References 1. Detering, K.M., Hancock, A.D, Read, M.C., Silvester, W., (2010). The impact of advance care planning on end of life care in elderly patients: randomized controlled trial. BMJ 2010;340:c1345. doi:10.1136/bmj.c1345 2. Downey, L., Engelberg, R., Curtis, J.R., Lafferty, W., Patrick, D., Shared priorities for the end of life period. Journal of Pain and Symptom Management, 2009, 37(2):175-188. 3. Gwande, A., (2010, August). Letting go. The New Yorker. Retrieved April 6, 2012 from http://www.newyorker.com/reporting/2010/08/02/100802fa_fact_gawande. 4. Hammes, B., Rooney, B., & Gundrum, J. (2010). A comparative, retrospective, observational study of the prevalence, availability, and specificity of advance care plans in a county that implemented an advance care planning micro system. Journal of the American Geriatrics Society, 58(7), 1249-1255. doi:10.1111/j.1532-5415.2010.02956.x 5. Hammes, B.J, (2012). Having your own say, Getting the right care when it matters most. Washington, DC: CHT Press 6. Levi, B., & Green, M. (2010). Doing what we can with advance care planning. The American Journal of Bioethics: AJOB, 10(4), W1-W2. doi:20379908 7. Kaiser Foundation State Health Facts website reports managed care penetration rates and health care disparity rates by states retrieved April 6, 2012 from http://www.statehealthfacts.org/profileind.jsp?ind=349&cat=7&rgn=43 8. Kramer, R. (2011, June 23). Aetna compassionate care. Lecture presented for the 2011 World Health Care Congress Leadership Summit, Chicago, IL. 9. McPhee et al., (2011). Care at the close of life. JAMA. New York, NY: McGraw Books Publishers. 10. Moyers, B. (2000). On our own terms: Moyers on dying. [With Bill Moyers. United States: PBS. 11. Polit, D. F., & Beck, C. T. (2008). Nursing research: Generating and assessing evidence for nursing practice (8th ed.). Philadelphia: Lippincott Williams & Wilkins. 12. Prendergast, T. J., (2001), Advance care planning: pitfalls, progress, promise. Journal of Critical Care Medicine, 29: 34-39. 13. United States Conference of Catholic Bishops (2009), Ethical and Religious Directives for Catholic Health Care Services, (5 th ed.). 14. Wenger, N., Shugeman, L.R., Wilkinson, A. (2009) Advance Directives and Advance Care Planning: Report to Congress, (online). Retrieved April 6, 2012 from http://aspe.hhs.gov/daltcp/reports/2008/adcongrpt.pdf. 15. Zhou, G., Stoltzfus, J., Houldin, A., Parks, S., & Swan, B. (2010). Knowledge, Attitudes, and Practice Behaviors of Oncology Advanced Practice Nurses Regarding Advanced Care Planning for Patients With Cancer. Oncology Nursing Forum, 37(6), E400-10. doi:10.1188/10.onf.e400-e410