E-nabling Disease Management through IT The Next Generation of DM services

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E-nabling Disease Management through IT The Next Generation of DM services The Disease Management Colloquium Jefferson Medical College, Philadelphia, PA June 27-30, 2004 Thomas G. Lundquist, MD, MMM Executive Vice President & Chief Medical Officer I-trax Health Management Solutions

Diabetes In 2001, approximately 16.7 million adults in the US were thought to have diabetes. 90% are type 2 diabetes Estimated to grow to almost 22 million by 2025. At risk for neurological, peripheral vascular, cardiovascular, renal, and ophthalmic diseases Total & Direct costs estimated to be $132 billion Average is $10,900 per diabetic. Mokdad, et al. Prevalence of obesity, diabetes, and obesity-related health risk factors, 2001. JAMA 2003; 289:76-79. Hogan, et al. Economic costs of diabetes in the US in 2002. Diabetes Care 2003; 26:917-932.

Disease Progression Modeling: Diabetes (with Provider Portal Example) Key risk factors (lipids, blood pressure and HbA1c) provide prediction of diabetes progression and associated budgetary impact Neuropathy Nephropathy Retinopathy Cardiovascular disease Case/disease management initiatives provide more intensive intervention for high-risk, future high cost employees Individuals predicted to be at highrisk of disease progression receive more intensive intervention from DM programs Developed in conjunction with Duke University Stratification Report Retinopathy Date Range Since last transfer Physician Report From Jones, Dr. M. Retinopathy 9/01/2002 To 6/01/2003 Patient None NPDR1 NPDR2 NPDR3 PDR Blind Smith, John M. PD PD 3 54 30 2.3 Jones, Jane D. 17 30 26 20 5 1.2 Adams, Mark F. 6 16 23 39 13 0.8 Evans, Karen E. 7 18 24 36 12 0.7 Raven, Trisha T. 9 21 25 33 10 0.6 Thomas, John W. 10 22 26 31 10 0.5 Bailey, Mike S. 10 22 26 31 10 0.5 Taylor, Jim D. 13 26 27 25 7 0.4 Group Average Population Average 9.0 27.0 19.4 28.3 22.5 19.8 33.6 15.6 12.1 4.6 0.9 0.3 Apply

Traditional Disease Management Coordinates interventions and communication for chronic conditions Disease specific Supports physicians? Emphasizes prevention? Uses evidenced-based guidelines Evaluates clinical, humanistic, and economic outcomes

Traditional Disease Management Fills gaps in communication and coordination of services? Proactively determines high risk members and the largest quality gaps? Does not second-guess decisions such as utilization management? Proactively provides support and coordination to prevent disease complications before they happen? Promotes self-management?

Widespread failings in chronic care management are a major national concern. Many of these failings stem from systemic problems rather than a lack of effort or intent by providers to deliver high quality care. Anderson, G. Testimony before the Subcommittee on Health of the House Committee on Ways & Means, Hearing on Promoting Disease Management nt in Medicare, 16 April 2002

Frustrations with Traditional DM Payor-centric Focuses only on those patients already with disease Often patients enrolled in more than one program Leaves people behind Only 4-6% 4 of total population usually serviced Does not really emphasize prevention Graduation from programs leads to backslide Does not really engage the physicians High risk members = high cost members Corporations left unsatisfied

The current health care delivery system is structured and financed to manage acute care episodes, not to manage and support individuals with progressive chronic disease. Crossing the Quality Chasm: A New Health System for the 21 st Century National Academy Press 2001

Lack of Coordination/Communication 18% of people with chronic conditions reported having duplicate tests and procedures 17% received conflicting information from providers Providers feel ill-prepared to manage chronically ill patients Providers reported that poor coordination of care led to poor outcomes. Anderson G. Chronic Conditions: Making the Case for Ongoing Care. Partnership for Solutions & The Robert Wood Johnson Foundation.

Care Coordination Platform Medicive I-trax s database architecture supports overall Care Coordination Platform Medicive Database Health-e-Coordinator Web-based care management portal MyFamilyMD Private-labeled Consumer health management portal -- Leverages Cooper Clinic/ WinningHabits Wellness content SimulCare CarePrime Physician / Clinic health management portal w/ Secure Messaging I-Talk Interactive voice technology

Health-e-Life Program - enrollment statistics Enrollment 2002 Asthma CAD Diabetes Heart Failure Enrollment 2002 Disease Enrollment Declined Percent Asthma 7,996 639 92.6 CAD 5,024 244 95.37 Diabetes 29,165 2,245 92.85 Heart Failure 2,365 308 88.48 Lower Back Pain 34 2 94.44 Total 44,584 3,438 92.3% Low er Back Pain

Frustrations in Healthcare Costs are rising again Overall cost trend lines are rising at 13-14% 14% again Many misunderstandings of what disease management is and can do Utilization management only took us so far Communication Connectivity is lacking Scalability often cannot be achieved Resource allocation is often limited What about the other 94%?

Technology as a Change Agent 3 rd Generation Interactive Voice Recognition (IVR) outreach & intake Web-based based outreach & intake Care coordination tools Evidence-based medicine Decision support technology Patient-based medical information database Personalized health records Personalized care plans Dramatically increased touch points

Technology as a Change Agent Personal Health Management Personalized health records Claims data (medical information from all providers) Pharmacy data Clinical Laboratory Data Personal Medical & Pharmaceutical History Health & Wellness Engagement Record Physician Care Plans Case Management Care Plans Evidence-based Guidelines Resources Dramatically improved information sharing

Technology as a Change Agent Health Database Management Centralized patient-centric database Portable Secure Multiple user interfaces Patient portal Clinician portal Care Coordinator portal (Nurse, Case Managers,etc) Management reporting tools Enabling Communication Connectivity Secure messaging between all constituents Real time data transfer & event review by all constituents

Technology as a Change Agent - Disease Management Personalized care plans Care coordination tools Resource Library Full service fulfillment center Person specific task generation and reminders Physician care plan incorporation Dramatically increased touch points Personalized messaging and reminders 24/7/365 nurse & mentor access Virtual trainers Virtual coaches

Asthma Nearly a quarter of working asthmatics changed their job or duties because of their condition. Another quarter reported missing at least one partial or complete work day in the last four weeks because of their asthma. One fifth rated their effectiveness on the job as less that or equal to 90% in the last four weeks Blanc, et al. The work impact of asthma and rhinitis: findings from a population-based survey. J Clin Epidemiol 2001; 54:610-618.

Asthma Among full time working parents of children with asthma: 39% of parents whose children awakened one to three times a month, and 69% of parents whose children awakened four to seven times a month Missed at least one day of work that month. Diette et al. Nocturnal asthma in children affects school attendance, school performance, and parents work attendance. Arch Pediatr Adolesc Med 2000; 154:923-928

Health-e-Management Outcomes Asthma 20% 10% In Pt Admits In Pt Days ER Visits 0% -10% -20% -30% -40% -9% -16% -15% -18% -20% -18% -34% -36% -33% Children Adults Medicare 40% 30% 20% 10% 0% -10% 34% 29% Spec Visits PCP Visits RX $ Total $ -20% -30% -18% -40% -50% -42%

Health-e-Management Outcomes Diabetes 40% 35% 30% 20% 10% 0% In Pt Admits In Pt Days ER Visits Spec Visits 20% PCP Visits RX $ Total Costs -10% -20% -30% -40% -50% -60% -43% -52% -26% -52% -46%

Health-e-Management Outcomes Congestive Heart Failure 20% 10% 0% In Pt Admits In Pt Days ER Visits -10% -20% -8% -11% -4% -9% -6% -30% Medicare Commercial -23%

Technology as a Change Agent - Health & Wellness Diet & Nutrition Exercise Medication Management Adverse Habit Management OTC Management Medication Error Depression/Mental Health Assessment Absenteeism Management Family Leave Interaction & Support

Technology as a Change Agent Health & Wellness Management Targeted Wellness & Health Management Online tools Virtual coaches Virtual Mentors Daily personalized health content Streaming video health & fitness content Streaming video healthy habits & healthy eating content Personalized Care & Goal Attainment Plans Dramatically improved information sharing Outbound Certified Health Mentors & Coaches Incentive Plan Tracking & Coordination with Benefits

Background Company is 83% male, average age of 48, working in production settings Initial data collected in 1999 prior to launch of wellness program ram Wellness program begun in January 2000 Second set of data collected in Fall 2003 Total Participants and Those with 5+ Risk Factors 70% 60% 50% 40% 30% 20% 10% 0% Pre-Wellness After 4 Years of Wellness Programming

Life-style Risk Factors Percentage of Employees At Risk 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Exercise Fruits/Vegs Seat Belts Smoking Pre-Wellness After 4 Years of Wellness Programming

Medical Risk Factors Percentage of Employees At Risk 80% 70% 60% 50% 40% 30% 20% 10% 0% 71% 67% 20% 14% 10% 11% Weight Blood Pressure Blood Sugar Cholesterol 55% 39% 28% 22% Triglycerides Pre-Wellness After 4 Years of Wellness Programming

Blood Pressure & Cholesterol Changes Percent of employees with hypertension dropped from 20 to 10 percent (approximately 600 people) Percent of employees with uncontrolled diabetes dropped from 14 to 11 percent (approximately 180 people)

Blood Pressure & Cholesterol Changes Based on annual cost of treatment data from the American Heart Association, estimated recurring annual savings for control of high blood pressure equals $1,110,600. Based on annual cost of treatment data from the American Diabetes Association, estimated recurring annual savings for control of diabetes equals $1,922,940.

Fruits and Vegetables 70% 60% 50% 40% 30% 20% 10% 0% 29% 3% 31% 13 % 21% 36% 19 % 58% Precontemplation Contemplation Preparation Action/Maintenance Pre-Wellness After 4 Years of Wellness Programming Physical Activity 60% 50% 40% 30% 20% 10% 0% 34% 1% 30% 12 % 17 % 30% 19 % 57% Precontemplation Contemplation Preparation Action/Maintenance Weight Management 80% 70% 60% 50% 40% 30% 20% 10% 0% 39% 1% 22% 13 % 18 % 16 % 21% 71% Pre-Wellness After 4 Years of Wellness Programming Precontemplation Contemplation Preparation Action/Maintenance Pre-Wellness After 4 Years of Wellness Programming

Technology as a Change Agent Productivity Management Targeted Occupational Health Management Personalized care plans 24/7/365 nurse call & rehab support Targeted Absence Management STD, LTD, FMLA Online tools Virtual PT & exercise coaching Single point of entry for injury reporting Single point of entry for sick day reporting Management reports Care coordination tools Person specific task generation and reminders Physician care plan incorporation 80% 70% 60% 50% 40% 30% 20% 10% 0% 39% Precontemplation Pre-Wellness 1% Weight Management 22% Contemplation 13 % 18 % Preparation 16 % 21% Action/Maintenance 71% After 4 Years of Wellness Programming

Is a New Philosophy Needed? Population Health Management Not just Population Health Pricing Population Health Management on a Targeted Population Benefit strategy Avoidability vs. High cost Health-e-Valuation SM versus traditional Health Risk Assessments Incentives aligned to drive participation Internal Marketing & Corporate Campaign managed Performance Metrics provide accountability

Population Health Management No one is left behind 100% of population managed actively Long-term Strategy Non-enrolled employees Enrolled & dependents global & remote care coordination Enrolled & dependents onsite care delivery & coordination

Population Health Management Stratification on avoidability for entire population Healthy Unknowns Patients with known disease & demand management needs Claims data AND Medical History, Family History, Clinical Data, and Lifestyle Choices Behavioral Modification Health and Wellness Pharmacy interaction

Population Health Management Health and Wellness Demand Management Absenteeism/Presenteeism Disease Management End-of of-life Management Productivity Management Occupational Health Corporate Health Performance Metrics 80% 70% 60% 50% 40% 30% 20% 10% 0% 20% 10% 0% -10% -20% -30% -40% 71% 67% Weight Blood Pressure Pre-Wellness In Pt Admits 20% 14% 10% 11% Blood Sugar -16% -15% -18% 39% Cholesterol 28% 55% Triglycerides 22% After 4 Years of Wellness Programming In Pt Days -34% -36% -33% Children Adults Medicare -20% ER Visits -9% -18%

Population Health Management Treating people, not diseases 70% 60% 50% The right resources at the right time 40% 30% 20% Self-Help resources and tools 10% 0% Education, Counseling, Mentoring Patient Enrollment AND Participation Clinical Interaction & Support Physician Engagement Coordination with Case Management Coordination with Utilization Management Benefit Design Strategy Percentage of Employees at Risk Pre-Wellness After 4 Years of Wellness Programming

Benefit Design Strategy Incentives for Healthy Behaviors Incentives for Active Wellness Activities Incentives for Active Prevention Activities Incentives for Active Disease Management Sharing the health care cost trend line reductions Reducing the employee contribution No participation, no health care benefits???

Personalized Corporate Campaign Internal Marketing and Communications Plan tied to Specific Corporate Culture Communications Vehicles Competitions/ Challenges Medical Director/ Senior Management Push On-Going Program Visibility Integrated Benefit Design Incentives Private-Labeled Health & Wellness Program

According to WHO The only way to cope with that level of prevalence and effectively treat people with chronic conditions is to transform healthcare. That means moving away from a system that focuses on episodic care in response to acute illness toward a system that is proactive and emphasizes health across a lifetime.

Do not quench your inspiration and your imagination; Do not become the slave of your model. Vincent Van Gogh

The Population Health and Productivity Company Fundamentally Changing the Way Healthcare is Delivered All Logos contained in this presentation are Registered Trademarks of the Respective Companies

Nurse Assisted I-trax Personalized Health Management Programs Health-e-Life SM SM Intervention Intensity Health-e-Habits SM SM Health-e-Access SM SM Health-e-Management SM SM Self-Directed Wellness/ Behavior Modification Targeted Programs Disease Interventions

MyNurseLine Outcomes Membe r Satisfaction Survey July, 2000 - June 2002 N =30,802 members 90% 80% Percent Response 70% 60% 50% 40% 30% 20% 10% 0% Health Info Helpf ul Would Call Nurse Would Recommend Helps Manage Health Survey Questions % Strongly Agree % Agree % Somew hat Agree % Somew hat Disagree % Disagree % Strongly Disagree