M4: Primary Care Teams: Learning from Effective Ambulatory Practices

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M4: Primary Care Teams: Learning from Effective Ambulatory Practices Ed Wagner, MD, MPH, FACP, Director Emeritus, MacColl Center for Health Care Innovation Margaret Flinter, PhD, Senior Vice President and Clinical Director, Community Health Center, Inc. These presenters have nothing to disclose. Objectives Assess their practice's primary care staffing, teambuilding, and deployment of staff to meet important patient needs and identify opportunities for improvement Explore practical ideas for expanding staff roles, building and sustaining effective teamwork, and using teams to more effectively and efficiently deliver evidence-based care, self-management support, follow-up and care management, and care coordination Access relevant tools and other resources to support team and practice change

Why primary care teams? 3 Improved clinical outcomes Better access to care in an era of expanded access Improved support for complex patients Reduced burnout Teams improve outcomes Shojania, K. G. et al. JAMA 2006;296:427-440. 4

Teams expand access Type of care Percent of physician s time in traditional practice Estimated percent of physician s work that can be reallocated to non clinicians Thomas S. Bodenheimer and Mark D. Smith: Primary Care: Proposed Solutions To The Physician Shortage 5Without Training More Physicians, Health Affairs, 32, no.11 (2013):1881-1886 Estimated percent of physician s time saved Preventive 17 60 10 Chronic 37 25 9 Acute 46 10 5 Total 100 24 6 Will teamcare threaten the providerpatient relationship? When care teams recognize themselves as a team AND patients recognize them as a team, benefits of continuity may be preserved. We must engage patients in creating and recognizing functioning care teams? Wagner EH, Reid RJ. Are continuity of care and teamwork incompatible? Med Care. 2007;45(1):6-7. 11 Rodriguez HP, Rogers WH, Marshall RE, SafranDG. Multidisciplinary primary care teams: effects on the quality of clinician-patient interactions and organizational features of care. Med Care. 2007;45(1):19-27.

PCT-LEAP Project goals: 1. Select 31 innovative primary care practices that can serve as models for improving primary care teams. 2. Visit and study each practice for 3 1/2 days 3. Summarize what we learn in a webbased Guide. 4. Disseminate the Guide to practices involved in practice transformation, and evaluate. 31 LEAP Sites

Overview of Site Visit Activities Interview key leaders Clinic tour and EMR Demonstration Individual interviews with up to 5 staff members Formal staff and patient shadowing Online staff survey Photo documentation by staff Collect documents, tools Observe meetings/activities related to innovations 9 Major Findings from Site Visits: Sites have well-developed core teams surrounded by An extended team with care mgrs., pharmacists, behavioral health, etc. Lay-persons and flow staff play key patient care roles In most practices. Role Expansion. Staff working at the top of their skillsets

Primary Care Team Core Primary Care Team: Linked with specific provider(s) Cent Extended Primary Care Team: Centralized Resources Affiliated Staff : Provided through links with outside organizations Provider(s) MA/LPN?RN?Health Coach/Patient Advocate RN Care Managers Lay Caregivers Pharmacists Behavioral Health Specialists Administrative Staff Major Findings from Site Visits: Sites achieve benchmark performance by using their teams to effectively perform key PC functions...

How do PCMHs achieve the triple/quadruple aim? Infrastructure & Capacity? Quadruple Aim Engaged Leadership QI Strategy Empanelment High-performing teams Supportive IT Timely Services Improved Health Planned Care Improved Patient Self-management Experience Support Reduced Total Costs Medication Improved Staff Management Experience Population Management Care Management/ Follow-up Referrals & Transition Mgt. Behavioral Integration Community Linkages Improving Primary Care: Team Guide Material presented in modules Two groups of modules: the people, the work Each module includes: a brief assessment, brief text emphasizing actions, a variety of resources and tools.

Team Guide content Getting Started What is LEAP How to use the Guide How to contact us Build the Team The Practice Team The Medical Assistant The Registered Nurse The Lay Health Worker The Pharmacist The Behavioral Specialist Do the Work Improving Care through Teamwork Self-management Support Planned Care Population Management Care Management. Referral Management Medication Management Communication Management Enhanced Access Behavioral Health Clinic-community Connections

Dissemination Plan Identify planned or ongoing PC transformation efforts willing to incorporate our TA. Working with IHI on a collaborative focused on Building Effective Teams to Provide Whole Person Care. Evaluate the usability and impact of the TA. Presentations like this. 18