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The Chronic Care Model Improving Care for People Living with HIV and AIDS © 2004 Institute for Healthcare Improvement Objectives Define the problem in today’s health care systems State five useful aims to keep in mind while seeking to improve care Describe the development of the Chronic Care Model (CCM) List the six components of the CCM Apply the CCM to improving care for people living with HIV and AIDS © 2004 Institute for Healthcare Improvement Defining the Problem Selected quotes from the Institute of Medicine (IOM) quality report: “The current care systems cannot do the job” “Trying harder will not work” “Changing care systems will” Source: IOM “Crossing the Quality Chasm: A New Health System for the 21st Century” (2001) © 2004 Institute for Healthcare Improvement IOM Report: Six Aims for Improving Health Systems Safe: avoids injuries Effective: relies on scientific knowledge Patient-centered: responsive to patient needs, values, and preferences Timely: avoids delays Efficient: avoids waste Equitable: quality unrelated to personal characteristics © 2004 Institute for Healthcare Improvement IOM Rules for Care 1. Base care on continuous healing relationships 2. Customize care to patient needs and values 3. Patient is the source of control Source: IOM “Crossing the Quality Chasm: A New Health System for the 21st Century” (2001) © 2004 Institute for Healthcare Improvement IOM Rules for Care 4. Knowledge is shared and information flows freely 5. Use evidence-based decision making 6. Safety is a system property Source: IOM “Crossing the Quality Chasm: A New Health System for the 21st Century” (2001) © 2004 Institute for Healthcare Improvement IOM Rules for Care 7. Transparency is necessary 8. Anticipate patient needs 9. Decrease waste continuously 10. Cooperation among clinicians is a priority Source: IOM “Crossing the Quality Chasm: A New Health System for the 21st Century” (2001) © 2004 Institute for Healthcare Improvement The Chronic Care Model MacColl Institute for Healthcare Innovation Group Health Cooperative (GHC) Improving Chronic Illness Care A National Program of The Robert Wood Johnson Foundation (RWJF) Ed Wagner, MD © 2004 Institute for Healthcare Improvement Chronic Care Model Development (1993) Initial experience at GHC Literature review RWJF chronic illness meeting -- Seattle © 2004 Institute for Healthcare Improvement Model Development Review/revision by advisory committee Interviews and site visits with 72 nominated “best practices” Model applied with diabetes, geriatrics, asthma, CHF, CVD, HIV/AIDS, and depression with over 500 health care organizations © 2004 Institute for Healthcare Improvement Chronic Care Model Health System Community Resources and Policies SelfManagement Support Informed, Activated Patient Health Care Organization Delivery System Design Productive Interactions Decision Support Clinical Information Systems Prepared, Proactive Practice Team Improved Outcomes © 2004 Institute for Healthcare Improvement Essential Elements of Good Chronic Illness Care Informed, Activated Patient Productive Interactions Prepared Practice Team © 2004 Institute for Healthcare Improvement Prepared Practice Team Has the: Patient information Decision support People Equipment Time To deliver: Evidence-based clinical management Self-management support © 2004 Institute for Healthcare Improvement Informed, Activated, Patient Patient understands the disease process and realizes his/her role as the daily selfmanager Family and caregivers are engaged in the patient’s self-management The provider is viewed as a guide on the side, not the sage on the stage! © 2004 Institute for Healthcare Improvement Chronic Care Model Health System Community Health Care Organization Resources and Policies SelfManagement Support Informed, Activated Patient Delivery System Design Productive Interactions Decision Support Clinical Information Systems Prepared, Proactive Practice Team Improved Outcomes © 2004 Institute for Healthcare Improvement Community Linkages and partnerships lead to: Successful programs Coordinated guidelines and measures Policies that support patients © 2004 Institute for Healthcare Improvement Change Ideas: Community Create a consumer advisory board (CAB) Create and maintain updated list of community resources and ensure distribution to staff, patients, and families Raise community awareness through networking, outreach, and education © 2004 Institute for Healthcare Improvement Change Ideas: Community Establish linkages and connections to care within/across organizations to develop programs/policies, referral opportunities. Identify and remedy current gaps in community resources. © 2004 Institute for Healthcare Improvement Pairs Discussion (10 minutes) With a partner, discuss in what ways you are/could be improving linkages and partnerships between the community and the health system. (3-4 minutes) Next, turn to a pair next to you, and share the highlights of both discussions. (3-4 minutes) Last, be prepared to tell the large group one highlight of these discussions. (2 minutes) © 2004 Institute for Healthcare Improvement Chronic Care Model Community Health System Health Care Organization Resources and Policies SelfManagement Support Informed, Activated Patient Delivery System Design Productive Interactions Decision Support Clinical Information Systems Prepared, Proactive Practice Team Improved Outcomes © 2004 Institute for Healthcare Improvement Organization of Health Care Creating an environment for improvement efforts to flourish: Coherent approach to system improvement Leadership committed to and responsible for clinical outcomes Incentives to providers and patients to improve care and adhere to guidelines © 2004 Institute for Healthcare Improvement Change Ideas: Organization of Health Care Assure senior and clinical leaders visibly support/promote efforts to improve HIV/AIDS care by removing barriers and providing necessary resources Assign accountability for continued clinical improvement at all levels of the organization © 2004 Institute for Healthcare Improvement Change Ideas: Organization of Health Care Make improving HIV/AIDS care a part of the organization’s vision and mission, goals, performance improvement, and business plans Integrate models into the “fabric” of the organization © 2004 Institute for Healthcare Improvement Case Study (15 minutes) Your HIV/AIDS Disease Clinic leadership wants to make the clinic a “Center for Excellence.” Using the ideas in the “Organization of the Health System,” what are five important “first steps” for the leadership to pursue? Discuss this in your small groups for about 10 minutes. Then be prepared to share your ideas with the large group. © 2004 Institute for Healthcare Improvement Chronic Care Model Health System Community Health Care Organization Resources and Policies SelfManagement Support Informed, Activated Patient Delivery System Design Productive Interactions Improved Outcomes Decision Support Clinical Information Systems Prepared, Proactive Practice Team © 2004 Institute for Healthcare Improvement Self-Management and Adherence People living with HIV disease need: Basic information about disease and treatment Understanding of/assistance with selfmanagement skill building Ongoing support from clinic team, family, friends, and community © 2004 Institute for Healthcare Improvement Self-Management and Adherence Includes activities such as: Taking medication at proper dose and frequency Communication with care team, family Ongoing problem solving © 2004 Institute for Healthcare Improvement Self-Management and Adherence Activities continued … Collaborative goal setting Monitoring of symptoms/side effects Lifestyle changes © 2004 Institute for Healthcare Improvement What Is Self-Management? “It means acknowledging the patients' central role in their care, one that fosters a sense of responsibility for their own health. It includes the use of proven programs that provide basic information, emotional support, and strategies for living with chronic illness. But self-management support can't begin and end with a class. Using a collaborative approach, providers and patients work together to define problems, set priorities, establish goals, create treatment plans and solve problems along the way.” Source: Von Korff M, Gruman J, Schaefer J, Curry SJ, Wagner EH. Collaborative management of chronic illness. Annals of Internal Medicine. 1997;127(12):10971102. © 2004 Institute for Healthcare Improvement What Self-Management Support Is Not Didactic patient education ALONE Scolding Solving every patient social, emotional, or behavioral problem Waiting for patients to ask for help © 2004 Institute for Healthcare Improvement The Six A’s 1. Activate: patients to take control 2. Assess: beliefs, behaviors, knowledge, severity 3. Advise: about risks and benefits of change Source: Glasgow RE, Funnell MM, Bonomi AE, Davis C, Beckham V, Wagner EH. Self-management aspects of the improving chronic illness care breakthrough series: implementation with diabetes and heart failure teams. Annals of Behavioral Medicine. 2002 Spring;24(2):80-87. © 2004 Institute for Healthcare Improvement The Six A’s 4. Agree: with the patient on goals for change 5. Assist: by identifying barriers and problem solving 6. Arrange: access to additional resources, follow-up, and flow of information Source: Glasgow RE, Funnell MM, Bonomi AE, Davis C, Beckham V, Wagner EH. Self-management aspects of the improving chronic illness care breakthrough series: implementation with diabetes and heart failure teams. Annals of Behavioral Medicine. 2002 Spring;24(2):80-87. © 2004 Institute for Healthcare Improvement Change Ideas: Self-Management Support Train providers and other staff on how to help patients with self-management goals Set and document self-management goals collaboratively with patients Tap community resources to achieve selfmanagement goals © 2004 Institute for Healthcare Improvement Change Ideas: Self-Management Support Use planned visits in the individual and group setting to support self-management Follow up and monitor self-management goals © 2004 Institute for Healthcare Improvement Personal Action Plan 1. Something you WANT to do 2. Describe: How Where What When Frequency © 2004 Institute for Healthcare Improvement Personal Action Plan 3. 4. 5. 6. Barriers Plans to overcome barriers Confidence rating (1-10) Follow-up plan From Kate Lorig, Chronic Disease Self-management program: Lorig K, Holman, H, Sobel D et al Living a Healthy Life with Chronic Conditions 2 ed, Palo Alto, Bull publishing, 2001 © 2004 Institute for Healthcare Improvement Confidence Ruler 1 2 3 4 5 6 7 8 9 10 Not Unsure Somewhat Very Confident Confident Confident © 2004 Institute for Healthcare Improvement Role Play (20 minutes) Divide into groups of three. One person plays the role of patient, another the role of caregiver, and the third the role of observer. Role play the following situation: The caregiver and patient are involved in a self-management goal setting encounter. The topic is “starting an exercise program.” After the observer critiques the role play, change roles, and do it once more. Be prepared to tell the group what you learned as a result of doing this exercise. © 2004 Institute for Healthcare Improvement Chronic Care Model Health System Community Health Care Organization Resources and Policies SelfManagement Support Informed, Activated Patient Delivery System Design Productive Interactions Decision Support Clinical Information Systems Prepared, Proactive Practice Team Improved Outcomes © 2004 Institute for Healthcare Improvement Delivery System Design Making basic changes in care delivery: Emphasis shifts to planned vs. acute visits Expansion of staff member roles and responsibilities Timely access to key clinical data Emphasis on continuity and integration © 2004 Institute for Healthcare Improvement Change Ideas: Delivery System Design Describe and document the new delivery system design Assign roles, duties, and responsibilities for all tasks, especially for planned visits to a multidisciplinary care team Educate patients about delivery system design © 2004 Institute for Healthcare Improvement Change Ideas: Delivery System Design Use the registry to proactively review care and plan visits Include planned visits in the individual and group setting in the care delivery model Make designated staff responsible for follow-up by various methods, including outreach workers, telephone calls, and home visits © 2004 Institute for Healthcare Improvement Table Discussion (20 minutes) Address these two items in a small group: 1. Identify key processes that need to be changed or you have changed. Some examples are: noshows, follow-up, refills, self-management, lab results. What has worked/would work? 2. How would you begin doing planned visits? What steps are essential to begin? What roles are critical? Be ready to share your thoughts on one of the above with the large group. © 2004 Institute for Healthcare Improvement Chronic Care Model Health System Community Health Care Organization Resources and Policies SelfManagement Support Informed, Activated Patient Delivery System Design Productive Interactions Decision Support Clinical Information Systems Prepared, Proactive Practice Team Improved Outcomes © 2004 Institute for Healthcare Improvement Decision Support Implement current guidelines Protocols Flowsheets Training and education Reminders Progress notes Access to experts © 2004 Institute for Healthcare Improvement Change Ideas: Decision Support Provide feedback to providers on their use of care guidelines Educate patients about guidelines Establish linkages with key specialists to assure that primary care providers have access to expert support © 2004 Institute for Healthcare Improvement Change Ideas: Decision Support Incorporate all staff into decision support Provide continuous skill-oriented interactive training programs for all staff to update knowledge of current guidelines Embed current guidelines in the care delivery system © 2004 Institute for Healthcare Improvement Best Practices (10 minutes) With a partner, discuss in what ways you are/could be improving linkages decision support. (3-4 minutes) Next, turn to a pair next to you, and share the highlights of both discussions. (3-4 minutes) Last, be prepared to tell the large group one highlight of these discussions. (2 minutes) © 2004 Institute for Healthcare Improvement Chronic Care Model Community Health System Health Care Organization Resources and Policies SelfManagement Support Informed, Activated Patient Delivery System Design Productive Interactions Decision Support Clinical Information Systems Prepared, Proactive Practice Team Improved Outcomes © 2004 Institute for Healthcare Improvement Clinical Information System Provide useful information to providers: Recommended services Key outcome measures Patient contact/demographic information Patient encounter history Case management updates © 2004 Institute for Healthcare Improvement Change Ideas: Clinical Information System Establish a registry Develop an information infrastructure (in addition to the registry) Allocate resources for computer hardware and software, establishing and maintaining technical support, and personnel to support and maintain the registry © 2004 Institute for Healthcare Improvement Change Ideas: Clinical Information System Use the registry to provide feedback to care team and leaders Develop processes for use of the registry, data entry, data integrity, and registry maintenance Use the registry to generate reminders and care planning tools for individual patients © 2004 Institute for Healthcare Improvement Integrating It (20 minutes) In your small groups, identify key Clinical Information System resources, and how you would use them to support decision support, delivery system design, and selfmanagement support. (15 minutes) Be prepared to tell the large group one highlight of these discussions. (2 minutes) © 2004 Institute for Healthcare Improvement Chronic Care Model Community Health System Health Care Organization Resources and Policies SelfManagement Support Informed, Activated Patient Delivery System Design Productive Interactions Decision Support Clinical Information Systems Prepared, Proactive Practice Team Improved Outcomes © 2004 Institute for Healthcare Improvement Web Resources http://www.bayerinstitute.com provides provider training in “choices and changes” http://www.improvingchroniccare.org provides information on the Chronic Care Model http://www.iom.edu/includes/DBFile.asp?id=41 24 leads to the IOM Report: “Crossing the Quality Chasm” © 2004 Institute for Healthcare Improvement Web Resources http://www.motivationalinterview.org has books, videos and training http://www.stanford.edu/group/perc home of chronic disease and positive self-management programs http://hab.hrsa.gov/ HIV and AIDS Bureau website © 2004 Institute for Healthcare Improvement References Bodenheimer T, Lorig K, Holman H, Grumbach K. Patient self-management of chronic disease in primary care. JAMA. 2002 Nov 20;288(19):2469-2475. Gifford AL, Groessl EJ. Chronic disease selfmanagement and adherence to HIV medications. J Acquir Immune Defic Syndr. 2002 Dec 15;31(Suppl 3):S163-S166. © 2004 Institute for Healthcare Improvement