Transforming Care for Older Adults AGE DIFFERENT. Jann Dorman, Alen Vartan, Faye Sahai, and Estee Neuwirth, Phd

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Transforming Care for Older Adults AGE DIFFERENT Jann Dorman, Alen Vartan, Faye Sahai, and Estee Neuwirth, Phd Minicourse 16 Annual IHI National Forum on Quality Improvement in Health Care Dec. 8, 2014 These presenters have nothing to disclose MEDICARE CARE DELIVERY Learning Objectives AGE DIFFERENT: Transforming Care for Older Adults Experience social and nonmedical needs from the perspective of an aging person and explore new ways to encourage staff and patient participation in innovation Understand the drivers of health and well-being in the elderly and the need for innovation in patient-centered assessment and planning, complex care coordination, the provision of care wherever it is needed, and social and nonmedical care Discuss an actionable portfolio of innovative delivery system tactics for immediate implementation 2 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. For internal use only. 1

Age Different: Overview for Today Who We Are and Why We Care Caring for the Whole Person Transforming Care Age Different Learn Different Deliver Different Complex Care Members Complex Care & Social Needs: Hawaii Experience Understand Needs Empower Everyone Coordinate Delivery Deliver Anywhere Imagining Care Anywhere Call to Action 3 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. For internal use only. KP Values & Commitment to Quality Unchanged KP Value Compass KP Mission Our mission is to provide highquality, affordable health care services and to improve the health of our members and the communities we serve. Triple Aim We achieve the KP Mission and the Triple Aim through our unyielding focus on delivering high-quality care and following the principle of doing no harm. We recognize an ethical responsibility to remain good stewards of our members resources so that we are able to bring our high-quality, coordinated care to more people within our communities. At Kaiser Permanente, medical decisions are made by physicians in partnership with their patients. We support conversations between physicians and patients to discuss appropriate medical options and reach decisions that are supported by sound medical judgment, including evidence-based practices while maintaining our commitment to quality care and affordability. 4 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 2

About Kaiser Permanente Northwest Region Northern California Region Southern California Region Hawaii Region Colorado Region Mid-Atlantic Region Georgia Region Nation s largest non-profit health plan Integrated health care delivery system 9.5 million members 16,000+ physicians 174,000+ employees (including 48,000+ nurses) Serving 8 states and the District of Columbia 38 hospitals More than 600 medical offices $53.1 billion operating revenue* Scope includes ambulatory, inpatient, ACS, behavioral health, SNF, home health, hospice, pharmacy, imaging, laboratory, optical, dental, and insurance *Kaiser Permanente 2013 Press Release 5 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. Kaiser Permanente: An Integrated Care Delivery System Member/Patient Permanente Medical Groups Kaiser Foundation Hospitals 6 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. Kaiser Foundation Health Plan 3

Our Foundation: Quality Care 7 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 14.5% of the 9.5 million members in the Kaiser Permanente population are 65 or older 13% are Medicare members Medicare membership grew 3.6% Program-wide in 2013; forecasted to grow 5.2% in 2014 Medicare Membership U.S. population age 65 and older will double in size from 43.1 million in 2012 to 83.7 million in 2050. Source: U.S. Census Bureau 8 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 4

Kaiser Permanente s Key Success Factors Clear, agreed-upon mission Clinical leadership Culture of measurement, comparison, acknowledgement, learning, and improvement Aligned structure and incentives Integrated information technology 9 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. Opportunity to Improve Health and Well-being Health-service and social-services expenditures for OECD countries, 2005, as % GDP BMJ Qual Saf 2011;20:826e831 10 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 5

Many Factors Drive and Shape Health Health is driven by multiple intricately linked factors of which medical care is one component. Total health is a comprehensive solution that addresses all components. Drivers of Health Environmental and Social Factors 20% Personal Behaviors 40% Family History and Genetics 30% Medical Care 10% Source: McGinnis et al, Health Affairs, 2002 11 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 11 Exercise: What s Your Story? :: Estee Neuwirth 6

Caring for the Whole Person :: Jann Dorman Redwood: Exploring the Social & Non- Medical Needs of Our Older Members 7

Caring for the Whole Person 5 social ingredients Purpose Interactions Family/Friends Planning Finances 15 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. Transforming Care :: Jann Dorman 8

Age Different 17 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. Learn Different Transformation Landscape - High-Potential / High-Value Tactics Empower Members and Caregivers Extend the Delivery System Acute, Urgent & Emergent Care Encounters Ambulatory Care Encounters KP Care Settings Hospital & ED Geriatric ED Clinic Geriatric Specialty Deployment Geriatric Med Home Care Transitions Palliative Care Respecting Choices Technology Enabled Care Settings Home Hosp at Home Everywhere Integrated Complex Care Primary Care Home Visits Remote Monitoring Community Paramedicine Community Care Settings Continuum of Care Assisted Living Rounding SNF Rounding Community Access to Community Social Services Population Care Encounters Care / Case Management Automated Care Mgt Clinical Onboarding Call Centers / KP.Org Integrated Member Assistance Self Care KP.org Self Care System Mobile Apps Social Networks Internet Care Communities 18 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 9

Deliver Different Understand Needs Empower Everyone Coordinate Delivery Deliver Anywhere 19 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. Transforming Care for Complex Members :: Michelle Wong 10

Complex Care Patients Use more health services and receive care from more and different health professionals Have functional limitations and require caregiver support Often rely on nonmedical/social services, e.g. transportation, meal delivery Often end up having complications treated in emergency rooms or hospitals when their needs are not met Incur disproportionate costs 21 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. Transforming Care Complex Care and Social Needs Hawaii Experience :: Michelle Wong 11

23 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 7-minute Clinic Encounter Medical History Dementia with behavioral disturbances Failure to thrive Heart Failure Recurrent C. diff infection Diabetes Hypertension Hyperlipidemia 24 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 12

25 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. Deliver Different Understand Needs Empower Everyone Coordinate Delivery Deliver Anywhere 26 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 13

Understand Needs :: Jim Bellows and Matt Stiefel Understand Needs Segmentation Physician-validated clinical algorithm creates four Care Groups Risk & utilization vary within each Care group Helps to personalize care, aligns resources to needs Used in combination with various risk stratification tools 28 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 14

Member Health Assessments 12/8/14 IHI Minicourse: Age Different KP Member Health Assessments Overview Total Health Assessment (THA) for Medicare Members Overview KP Colorado s PATHWAAY for Seniors workflow KP Colorado s Medicare THA Outcomes Evaluation Study Results Health History Questionnaire (HHQ) for New Adults Purpose, key benefits, and modes of administration 15

Scope of KP s Member Reported Health Assessments Instrument Types Health History (Medical, Family, and Social History) New member onboarding & triage Medical, family, social history ID of health needs, conditions Health Assessment (Health, Functional, and Risk Status) Self awareness, education, needs ID, planning, population care Overall health, mental health, quality of life, pain Functional status Behavioral & social risks Resilience & Readiness Episode/Conditionspecific Patient-Reported Outcomes Track progress and plan for care Health status Functional status Frequency Onboarding (Within first x days) Onboarding and Periodic Episode based Uses Data to precipitate triage/outreach Data to populate HC prior to office visit Data for Population management & Resource planning Action plan/engagement plan Risk & benefit prediction Data for Health Plan, Employers, Clinicians, Population health, Outcomes research, Member goals Shared decision making Preferences Data for Tracking clinical progress, Outcomes research, Member goals End User(s) Clinician, care system, health plan, regulator, researchers Member, clinician, care system, health plan, regulator, researchers, employer Member, clinician, care system, health plan, regulator, researchers 31 Channels * - Future State Web IVR Mobile Paper In Person Tablet Total Health Assessment (Medicare) and the Health History Questionnaire (Adult) Health History Questionnaire (HHQ) Intended use to support new member clinical onboarding Covers medical, family, social history Auto-upload into EMR Modes: online, tablet, paper 2014 pilots, 2015 rollout Annual Medicare THA Questionnaire Fulfills HRA requirement of Annual Wellness Visit (AWV) benefit Covers overall health and functional status, psychosocial risks, behavioral risks Used to construct Personal Prevention Plan, also a required element of AWV Auto-upload into EMR Modes: online, IVR, tablet, paper 16

Deliver Different Understand Needs Empower Everyone Coordinate Delivery Deliver Anywhere 33 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. Empower Everyone :: Jann Dorman and Michelle Wong 17

Jann s Experience in the Field 35 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. Community Integration 36 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. For internal use only. 18

Deliver Different Understand Needs Empower Everyone Coordinate Delivery Deliver Anywhere 37 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. For internal use only. Coordinate Delivery :: Jann Dorman and Andrew Bertagnolli 19

External Health Care Delivery System Scanning Interviews with 16 healthcare delivery systems were conducted. Scanning efforts have not identified a single solution, but rather a suite of solutions with an overriding theme of integrating primary care with behavioral health in a bi-directional manner. Primary Care Setting Guided Self-Help Skills Building Telephone Based Coaching Medication Management Integrated Behavioral Health Clinician Specialty Behavioral Health Setting Inpatient, Intensive Outpatient and Crisis Services Medication Management Individual and Group Therapy Case Management Nurse Care Management Skills Training Near-Real-Time Psychiatric Medication Consultation Telephone and Internet Based Care Where Appropriate Treat-to-Target Approaches 39 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. For internal use only. External Organization Interviews During Scanning Process 40 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. For internal use only. 20

Coordinate Delivery Integrated Behavioral Health Member Assistance, Health Coaching & Primary Care Specialty Behavioral Health General Wellness Promotion Healthy Eating Active Living Emotional Wellness Promotion Self-Help & Peer Support Stress Management Smoking Cessation Alcohol Misuse Brief Intervention Psychotherapy Mild Anxiety & Depression Intensive Outpatient Intervention Inpatient Intervention 41 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. For internal use only. Deliver Different Understand Needs Empower Everyone Coordinate Delivery Deliver Anywhere 42 November 26, 2014 2014 Kaiser Foundation Health Plan, Inc. 21

Deliver Anywhere :: Alen Vartan and Lonneke Rompen MEDICARE CARE DELIVERY Dutch Systems Approach to Specialty Care Alen Vartan, MPH Senior Director, National Resource Stewardship, Kaiser Permanente Lonneke Rompen, MSc Senior Consultant, Care Management Institute, Kaiser Permanente November 26, 2014 2014 Southern California Permanente Medical Group and Kaiser Foundation Health Plan, Inc. A collaboration between + 22

Outline of Today s Session Describe current state of Parkinson s disease care delivery Incorporate the voice of members, caregivers and health care team Describe key elements of the Dutch ParkinsonNet model Facilitate Q&A Fifth Agenda 45 November 26, 2014 2014 Southern California Permanente Medical Group and Kaiser Foundation Health Plan, Inc. Imagining Care Anywhere :: Faye Sahai 23

Exercise: Your Story :: Estee Neuwirth Call to Action 24