REPORTING METRICS FOR INTEGRATION OF PHYSICAL-BEHAVIORAL HEALTH CARE

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9/26/213 REPORTING METRICS FOR INTEGRATION OF PHYSICAL-BEHAVIORAL HEALTH CARE MARISA DERMAN, MD, MSC (OMH) M. ASHLEY HEALD, MA (UW) OBJECTIVES FOR THIS WEBINAR Review goals/ standards Review mandatory activities Review metrics in detail Discuss data collection process 1

9/26/213 STANDARDS EVIDENCE BASED DEPRESSION CARE PRACTICES (from workplan application page 65-66) STANDARDS Setting, Staffing and Supervision Designated staff (care manager) to support depression treatment. Care manager who participates in regularly scheduled, ongoing (e.g. weekly) caseload supervision with a psychiatrist who makes treatment recommendations for patients who are not improving. 2

9/26/213 STANDARDS Setting, Staffing and Supervision Consulting psychiatrist available by phone or in person for ad hoc consultation to care manager and primary care providers. Consulting psychiatrist available to evaluate patient and make treatment recommendations, if needed. STANDARDS Patient Education Education about depression and treatment options provided to patients 3

9/26/213 STANDARDS Treatment Planning and Delivery Treatments used are consistent with evidence based treatment guidelines for depression. Primary care provider makes or confirms diagnosis of depression, prescribes antidepressant medication, educates the patient about wellness, makeschanges in treatmentin consultation with care manager and/or consulting psychiatrist if patient is not improving. STANDARDS Treatment Planning and Delivery Patients receive follow up by phone or inperson within two weeks of starting new medication or changing medication to evaluate for adherence and side effects. Patients receive proactive assistance with management of side effects. 4

9/26/213 STANDARDS Treatment Planning and Delivery Activity scheduling (behavioral activation) provided by care manager as part of treatment. Evidence based counseling (such as problem solving therapy) offered, either as a primary treatment or adjunct to medication therapy. Referral to mental health or substance abuse specialty care, if needed. Evidence based depression care practices. STANDARDS Tracking Treatment Outcomes In person or phone follow up at least once every two weeks during the active phase of treatment to monitor adherence and response to treatment. In person or phone follow up at least once a month during the maintenance phase of treatment. Use of phone to reach patients who cannot make clinic appointments. Depressive symptoms monitored at each contact with a rating scale (eg PHQ 9) that quantifies treatment response. Staff and providers use a registry or other tracking system to follow patients and ensure that they don t fall through the cracks. 5

9/26/213 STANDARDS Treatment Based On Outcomes (Stepped Care) All treatment plans have a shelf life of no more than 1 weeks ( 12 weeks for older adults). If the patient is not at least 5% improved at the end of 1 weeks, the treatment plan is changed. Relapse Prevention Patients who are in remission complete a relapse prevention plan that is communicated to their primary care provider. MANDATORY ACTIVITIES Technical assistance (innovator sites) Monthly webinars (PCMH grantee sites) ** these are viewable at: http://uwaims.org/nyscci/ipg/training_we binars.html http://uwaims.org/nyscci/pcmh/webinars. html Data reporting on metrics 6

9/26/213 METRICS These metrics were chosen based on previous implementations of Collaborative Care Indicators of how well clinics are implementing the elements necessary for successful integration METRICS Outpatient site staff care manager time (FTE equivalent) dedicated to chronic physical health management and to behavioral health care management. of adult patients per year from the outpatient site who received a PHQ-2 or a PHQ-9 of patients from the outpatient site screening positive for depression who enrolled in physical-behavioral health care coordination program. 7

9/26/213 METRICS of patients screened positive from the outpatient site who were then diagnosed with depression (eliminates false positives on screen). of patients from the outpatient site whose PHQ-9 went from at >1 to <1 in 16 weeks or greater. of patients from the outpatient site referred for psychiatric consultation. of patients from the outpatient site still receiving medication and/or psychotherapy six (6) months after enrollment. METRICS These metrics have been modified slightly To be more clear and to help focus data reporting Should be easier to track Please note what the denominators are for each variable- this will be visible in IPRO for the next data report 8

9/26/213 METRIC: DEPRESSION SCREENING Numerator definition: of adult patients per year from the outpatient site who received a PHQ- 2 or a PHQ-9. Denominator definition: All patients from the outpatient site. METRIC: PATIENTS ENROLLED IN PHYSICAL-BEHAVIORAL HEALTH PROGRAM Numerator definition: of patients from the outpatient site screening positive for depression who enrolled in physical-behavioral health care coordination program (Collaborative Care Initiative). Denominator definition: All patients from the outpatient site screened positive for depression. 9

9/26/213 METRIC: PATIENTS DIAGNOSED WITH DEPRESSION Numerator definition: of patients screened positive from the outpatient site who were then diagnosed with depression (eliminates false positives on screen). Denominator definition: All patients from the outpatient site screened positive for depression. METRIC: PHQ-9 DECREASES BELOW 1 IN SIX MONTHS Numerator definition: of patients enrolled in the Collaborative Care Initiative whose PHQ-9 went from at >1 to <1 in 16 weeks or greater. the Collaborative Care Initiative. 1

9/26/213 METRIC: ENROLLED PATIENTS W/PSYCHIATRIC CONSULT Numerator definition: of patients enrolled in the Collaborative Care Initiative referred for psychiatric consultation*. the Collaborative Care Initiative. METRIC: RECEIVING MEDS/THERAPY AFTER SIX MONTHS Numerator definition: of patients enrolled in the Collaborative Care Initiative still receiving medication and/or psychotherapy six (6) months after enrollment. the Collaborative Care Initiative. 11

9/26/213 In depth DOH IPRO SITE WITH INTEGRATION OF PHYSICAL- BEHAVIORAL HEALTH CARE METRICS This refers to the New York State Collaborative Care Initiative (NYS-CCI) 12

9/26/213 METRICS YOUR EHR OR REGISTRY MAY NOT BE ABLE TO CALCULATE NUMBER OF PATIENTS RECEIVING MEDICATION AND/OR PSYCHOTHERAPY 6 MONTHS AFTER ENROLLMENT Name Definitions Values Rate Goal Rate Numerator definition: of patients from the outpatient site still receiving medication and/or psychotherapy six (6) months after enrollment. Unable to capture AHRQ To be implemented Denominator definition: All patients from the outpatient site with a depression diagnosis. 13

9/26/213 NUMBER OF PATIENTS RECEIVING MEDICATION AND/OR PSYCHOTHERAPY 6 MONTHS AFTER ENROLLMENT Name Definitions Values Rate Goal Rate Numerator definition: of patients enrolled in the Collaborative Care Initiative still receiving medication and/or psychotherapy six (6) months after enrollment. Unable to capture AHRQ To be implemented NUMBER OF PATIENTS STILL RECEIVING MEDICATION AND/OR PSYCHOTHERAPY 6 MONTHS AFTER ENROLLMENT Name Definitions Values Rate Goal Rate Numerator definition: of patients enrolled in the Collaborative Care Initiative still receiving medication and/or psychotherapy six (6) months after enrollment. Unable to psychotherapy AHRQ capture = depression care, defined as psychotropic medication and/ or To be implemented What is the point of this metric? 14

9/26/213 NUMBER OF PATIENTS STILL RECEIVING MEDICATION AND/OR PSYCHOTHERAPY 6 MONTHS AFTER ENROLLMENT Name Definitions Values Rate Goal Rate Numerator definition: of patients enrolled in the Collaborative Care Initiative still receiving medication and/or psychotherapy six (6) months after enrollment. Unable to capture AHRQ To be implemented What is the point of this metric? Does DOH want to see a high percentage or a low percentage for this metric? NUMBER OF PATIENTS STILL RECEIVING MEDICATION AND/OR PSYCHOTHERAPY 6 MONTHS AFTER ENROLLMENT Name Definitions Values Rate Goal Rate Numerator definition: of patients enrolled in the Collaborative Care Initiative still receiving medication and/or psychotherapy six (6) months after enrollment. Unable to capture AHRQ To be implemented What is the point of this metric? Does DOH want to see a high percentage or a low percentage for this metric? Are you saying it s good to keep patients on my caseload for a really long time? 15

9/26/213 NUMBER OF PATIENTS STILL RECEIVING MEDICATION AND/OR PSYCHOTHERAPY 6 MONTHS AFTER ENROLLMENT Name Definitions Values Rate Goal Rate Numerator definition: of patients enrolled in the Collaborative Care Initiative still receiving medication and/or psychotherapy six (6) months after enrollment. Unable to capture AHRQ To be implemented What is the point of this metric? Does DOH want to see a high percentage or a low percentage for this metric? Are you saying it s good to keep patients on my caseload for a really long time? How do I calculate this? NUMBER OF PATIENTS WHOSE PHQ-9 WENT FROM >1 TO <1 IN 16 WEEKS OR GREATER Name Definitions Values Rate Goal Rate Numerator definition:: of patients from the outpatient site whose PHQ-9 went from at >1 to <1 in 16 weeks or greater. Improve by 1% Aims To be Collaborative implemented Denominator definition: All patients from the outpatient site with a depression diagnosis. 16

9/26/213 NUMBER OF PATIENTS WHOSE PHQ-9 WENT FROM >1 TO <1 IN 16 WEEKS OR GREATER Name Definitions Values Rate Goal Rate Numerator definition:: of patients enrolled in the Collaborative Care Initiative whose PHQ-9 went from at >1 to <1 in 16 weeks or greater. Improve by 1% Aims To be Collaborative implemented NUMBER OF PATIENTS WHOSE PHQ-9 WENT FROM >1 TO <1 IN 16 WEEKS OR GREATER Name Definitions Values Rate Goal Rate Numerator definition:: of patients enrolled in the Collaborative Care Initiative whose PHQ-9 went from at >1 to <1 in 16 weeks or greater. Improve by 1% Aims To be Collaborative implemented What is the point of this metric? 17

9/26/213 NUMBER OF PATIENTS WHOSE PHQ-9 WENT FROM >1 TO <1 IN 16 WEEKS OR GREATER Name Definitions Values Rate Goal Rate Numerator definition:: of patients enrolled in the Collaborative Care Initiative whose PHQ-9 went from at >1 to <1 in 16 weeks or greater. Improve by 1% Aims To be Collaborative implemented What is the point of this metric? NUMBER OF PATIENTS WHOSE PHQ-9 WENT FROM >1 TO <1 IN 16 WEEKS OR GREATER Name Definitions Values Rate Goal Rate Numerator definition:: of patients enrolled in the Collaborative Care Initiative whose PHQ-9 went from at >1 to <1 in 16 weeks or greater. Improve by 1% Aims To be Collaborative implemented What is the point of this metric? What if my patient s score goes from >1 to <1 in less than 16 weeks? 18

9/26/213 NUMBER OF PATIENTS REFERRED FOR A PSYCHIATRIC CONSULTATION Name Definitions Values Rate Goal Rate Numerator definition:: of patients from the outpatient site referred for psychiatric consultation. Improve by 1% Aims To be Collaborative implemented Denominator definition: All patients from the outpatient site with a depression diagnosis. NUMBER OF PATIENTS REFERRED FOR A PSYCHIATRIC CONSULTATION Name Definitions Values Rate Goal Rate Numerator definition:: of patients enrolled in the Collaborative Care Initiative referred for psychiatric consultation*. Improve by 1% Aims To be Collaborative implemented * A psychiatric consultation in Collaborative Care is different from a traditional consultation. It can occur between the Psychiatric Consultant and the Care Manager, the Psychiatric Consultant and the PCP, as well as the Psychiatric Consultant and the Patient. The Psychiatric Consultant supports the PCP and Care Manager in treating patients with behavioral health problems. He/she typically meets with the Care Manager weekly to review the treatment plan for patients who are new or who are not improving as expected. Psychiatric consultations are largely done via phone with the Care Manager (and sometimes the PCP), and typically involve the discussion of 4-6 patients. During a consultation, the Psychiatric Consultant may suggest treatment modifications for the PCP or Care Manager to consider, recommend that he/she see the patient for an in-person consultation, or suggest that the patient be referred to specialty mental health services. Direct consultations can be performed face-to-face or using tele-video equipment. Typically, less than 1% of patients should need direct consultation. Why the long explanation? 19

9/26/213 NUMBER OF PATIENTS REFERRED FOR A PSYCHIATRIC CONSULTATION Name Definitions Values Rate Goal Rate Numerator definition:: of patients enrolled in the Collaborative Care Initiative referred for psychiatric consultation*. Improve by 1% Aims To be Collaborative implemented How many patients should get referred for these psychiatric consultations? NUMBER OF PATIENTS REFERRED FOR A PSYCHIATRIC CONSULTATION Name Definitions Values Rate Goal Rate Numerator definition:: of patients enrolled in the Collaborative Care Initiative referred for psychiatric consultation*. Improve by 1% Aims To be Collaborative implemented How many patients should get referred for these psychiatric consultations? 5% minimum. Ideally, 75%. Of those referred for psychiatric consultation, how many patients should be seen by the psychiatrist directly? 2

9/26/213 NUMBER OF PATIENTS REFERRED FOR A PSYCHIATRIC CONSULTATION Name Definitions Values Rate Goal Rate Numerator definition:: of patients enrolled in the Collaborative Care Initiative referred for psychiatric consultation*. Improve by 1% Aims To be Collaborative implemented How many patients should get referred for these psychiatric consultations? 5% minimum. Ideally, 75%. Of those referred for psychiatric consultation, how many patients should be seen by the psychiatrist directly? 1% or less (or not at all if you don t have access to a psychiatrist for direct consultation or telemedicine. How do I calculate this? STRATEGIES FOR DATA COLLECTION EHR Registry (CMTS or other) Spreadsheet Pencil & Paper 21

9/26/213 CMTS INFORMATION FOR PCMH GRANTEES CAN BE FOUND HERE: http://uwaims.org/nyscci/pcmh/cmts.html CMTS INFORMATION FOR INNOVATIVE PRACTICES CAN BE FOUND HERE: http://uwaims.org/nyscci/ipg/cmts.html 22

9/26/213 CMTS REPORT ON THE 4 METRICS CMTS Report of DOH Metrics - Mock up Clinic Total Enrollment (i) Long Term PHQ Improvement Psychiatrist Consultation Six-Month Enrollment 212 213 212 213 213 213 212 213 212 213 213 213 212 213 212 213 213 213 212 213 212 213 213 213 Total Total Q4 Q1 Q2 Q3 Total Total Q4 Q1 Q2 Q3 Total Total Q4 Q1 Q2 Q3 Total Total Q4 Q1 Q2 Q3 22 22 13 13 22 22 Clinic 1 75 75 (%) (36%) (%) (%) (%) (36%) (%) (17%) (%) (%) (%) (17%) (%) (36%) (%) (%) (%) (36%) (n=) 62 (n=) (n=) (n=) 62 (n=) 75 (n=) (n=) (n=) 75 (n=) 75 (n=) (n=) (n=) 75 76 76 54 54 76 76 Clinic 2 133 133 (%) (74%) (%) (%) (%) (74%) (%) (41%) (%) (%) (%) (41%) (%) (74%) (%) (%) (%) (74%) (n=) 13 (n=) (n=) (n=) 13 (n=) 133 (n=) (n=) (n=) 133 (n=) 13 (n=) (n=) (n=) 13 9 9 5 5 9 9 Clinic 3 21 21 (%) (6%) (%) (%) (%) (6%) (%) (24%) (%) (%) (%) (24%) (%) (6%) (%) (%) (%) (6%) (n=) 15 (n=) (n=) (n=) 15 (n=) 21 (n=) (n=) (n=) 21 (n=) 15 (n=) (n=) (n=) 15 All 256 256 EXCEL PATIENT TRACKING SPREADSHEET HTTP://IMPACT-UW.ORG/TOOLS/PATIENT.HTML 23

9/26/213 PENCIL & PAPER CONCLUSIONS: Visits before the next reporting is due 24

9/26/213 QUESTIONS? For questions regarding the metrics and reporting: marisa.derman@omh.ny.gov For questions regarding the Collaborative Care Initiative (technical assistance, webinars, CMTS): tjames@institute2.org aheald@uw.edu 25