Decision Support for Key Chronic Conditions: Falls and Urinary

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							The 20-Minute Medicare Visit

        David B. Reuben, MD
   Archstone Foundation Chair and
              Professor
   David Geffen School of Medicine
              at UCLA
         Overview of Talk

• What’s the problem here?
• Fixing the problem
  – Changes you can make on Monday
  – Longer term practice redesign changes
• An example of practice redesign
• Does practice redesign work?
• Learning more
          The Problem

Physicians are unable to provide high
quality of care for conditions affecting
older persons within the context of busy
primary care practices.
Health care quality for vulnerable
             elderly

• Assessing Care of the Vulnerable Elderly
  (ACOVE) project
   – identified elders at increased risk for
     death or functional decline,
   – created quality indicators based on
     literature review and expert panel for 22
     conditions
          ACOVE results

• Overall, 55% of Quality Indicators passed
• Compliance for geriatric conditions was
  worse than for general medical conditions
  (31% versus 52%)
• Care for specific conditions varies greatly
   – Stroke 82%; end-of-life care 9%

               Wenger NS et al. Ann Int Med 2003
Barriers to good health care

•   Insufficient cognitive capacity
•   Not enough time
•   The health care system isn’t a system
•   Rewards are wrong
Insufficient cognitive capacity
• Too much to know
  – During 2001, the US National Library
    of Medicine added more than 12,000
    new articles per week to its on-line
    archives
  – To maintain current knowledge, a
    general internist would need to read
     • 20 articles per day
     • 365 days per year
         » Shaneyfelt TM. JAMA 2001; 286:2000-2601
  Insufficient cognitive capacity
• Too much to know
• Too much to remember
  – Heart failure management
     • 10 ACEIs
     • 7 ARBs
     • 3 Beta-blockers
     • 2 aldosterone antagonists
  – All with different starting and target doses
         Not Enough Time
• Assuming
  – practice size 2500 patients
  – age and chronic disease distribution of US
    population
  – following guidelines for 10 chronic diseases
• Would take 10.6 hours per day!
• Plus time for management of other
  problems.
          » Ostbye, Ann Fam Med 2005; 3:209-214.
 The Health Care System isn’t
          a System

• Duplication
  – Reordering tests rather than looking for
    results
      • 34% sometimes or often
• Unavailability of needed clinical info
      • 72% sometimes or often
  Source: The Commonwealth Fund National Survey of Physicians and
    Quality of Care. 2005
 The Health Care System isn’t a
            System
• Behind the times
  – In 2006, only 12.4% of offices had EMRs that had:
     • Computerized orders for prescriptions and tests
     • Test results and clinical notes
     • Source: NAMCS 2007

  – In 2007-2008, only 4% of offices had above plus
    electronic decision support systems.
     • Source: DesRoches N Engl J Med. 2008 Jul 3;359(1):50-60

  – But 73% use IT for electronic billing
     • Source: The Commonwealth Fund National Survey of Physicians and Quality of Care. 2005
 The Wrong Reward System
• Productivity is most important factor in
  determining income
• Having more time to spend with patients is
  best method for improving quality
• Over half believe that providing higher
  quality of care often/sometimes means
  less income
 Source: The Commonwealth Fund National Survey of Physicians and
 Quality of Care. 2005
       Fixing the Problem

• Ground rules
• Run a more efficient practice
  – Things you can do on Monday
  – Longer term changes: practice
    redesign
 Ground rules (assumptions)

• Follow-up visit cannot take more than
  20 minutes
• General medical care cannot be
  compromised
• No electronic medical record
• Office staff can provide some help
Run a More Efficient Practice

  1) Delegate data collection
                   Out-of-Office
                   Preparation
                        Office Visit



                      Physician-Patient
                         Encounter
                            $$$$



                             $$

                              $


1. Reduce time but                2. Always push to
   increase                          outermost possible
   effectiveness/efficiency          circle whenever
   of the inner circle               possible
      Delegation to Patients

• Pre-visit questionnaires
  – Initial
  – Follow-up
      Pre-visit Questionnaire

1. Past medical history
   - Current medications
   - Drug allergies
   - Surgical & medical hospitalization
   - Social history (habits, sociodemographics)
   - Preventive services, including lifestyle
2. Home safety checklist
3. Advance Directives
Pre-Visit Questionnaire
• Specific questions on:
  – Vision
  – Hearing
  – Dentition
  – Falls
  – Urinary incontinence
  – Nutrition
  – Depressive symptoms
  – Functional status
       Follow-up Questionnaires
• General
  –   2 most important issues
  –   Mini-ROS
  –   Other doctors they have seen
  –   Medications
• Condition-specific
  – Keeps issues on the table
  – Monitors adherence and response to treatment
  – Prompts asking questions about next steps
      Delegation to Patients

• Pre-visit questionnaire
  – Initial
  – Follow-up
• Lists
• Diaries
   Delegation to Office Staff

• Screening/Case identification
• History gathering
  – Following up on triggers
• Medications/allergies
• Enhanced vital signs/physical exam
  – Orthostatic blood pressure readings
  – Visual acuity testing
• Patient education
Run a More Efficient Practice

  ) Delegate data collection
  ) Minimize data recording time
      Dictation
      Templates
      Computerized medical records
Strategies for Savings Time in
       Clinical Practice
3) Keep information needed for decision-
 making readily available
    • Pocket guides
    • PDA programs
    • Useful books
    • Computer retrieval system
4) Delegate plan execution
    • Network of health professionals
    • Health educators
      Longer Term Practice
       Redesign Changes
• To improve care, change must focus on
  three key levels
   – patient
   – provider
   – practice
• Must fundamentally change the office visit
• Does not need to be expensive
 Practice Redesign (ACOVE-2)

• Case finding (identification)
• Delegation of data collection
• Structured visit notes that lead
  physicians through appropriate care
  processes
• Physician and patient education
• Linkage to community resources
               Case Finding

• Several options
  – Telephone call prior to visit
  – Medical staff prior to placing patient in room
  – Pre-visit questionnaires in waiting room
• Brief questions to identify bothersome
  incontinence, memory loss, and falls or
  fear of falling
• Responses are given to provider at clinic
  appointment along
     Structured Visit Note

• History items and simple procedures
  (completed by office staff)
• More detailed H & P, ordering tests
  (completed by physician)
• Impression and plan (completed by
  physician)
                           VISIT FORM: FALLS/MOBILITY PROBLEMS
Reason for Visit:                 Fall since last visit (or in last year, if new patient)      Fear of falling, balance/trouble walking

History of Present Illness:
1.    If patient fell, date of last fall: __________________           5. Uses device for mobility:            YES                NO
2.    Circumstances of fall:                       YES    NO              Cane………………………………………..
      Loss of consciousness………………….                                       Walker……………………………………....
      Tripped/stumbled over something……..                                 Wheelchair…………………………………
      Lightheadedness/palpitations………….                                   Other, specify: ____________________
      Unable to get up within 5 minutes……..
      Needed assistance to get up…………..                                 6. Other conditions (e.g., Parkinson’s, CVA,
                                                                          cardiac, neuropathy, severe OA), specify:
3.    Psychotropic medications (specify):                                  ________________________________
      Neuroleptics: ____________________
      Benzodiazepines: ________________                                7. Vision:
      Antidepressants: _________________                                  Noticed recent vision change…………….
                                                                          Eye exam in past year…………………….
4.    2 or more drinks alcohol each day……..

Examination:
1.    Lying:         BP: _____/_____      Pulse: _____             2. If NO eye exam in past year, Visual Acuity: OS: 20/_____
      Standing:      BP: _____/_____      Pulse: _____                                                            OD: 20/_____
                                                                                                                  OU: 20/_____
3.    Cognition:     3-Item recall:    PASS        FAIL If FAIL Cognitive status:


4.    Gait:        NORMAL        ABNORMAL

      Abnormal if: -Hesitant start                -Heels do not clear toes of other foot
                   -Broad-based gait              -Heels do not clear floor
                   -Extended arms                 -Path deviates

5.    Balance:                      YES           NO         If indicated:                     YES              NO
      Side-by-side, stable 10 sec….                          Can pick up penny off floor ………..
      Semi-tandem, stable 10 sec ..                          Resistance to nudge……………….
      Full tandem, stable 10 sec…..


6.    Neuromuscular:                                       YES                   NO                                         YES   NO
      Quad strength: Can rise from chair w/o using arms………                                  Rigidity (e.g., cogwheeling).
                                                                                            Bradykinesia……………..
      If indicated, hip ROM and knee exam:                                                  Tremor……………………


Diagnosis/Treatment Plan:
Lab/Tests:              EKG                                  Impression:              Strength problem               Severe hip/knee OA
                        Holter monitoring                                             Balance problem                Other: ______________
                        Other: _________________                                      Parkinsonism
Treatment:
     Patient education handout:                                            Referral for PT
              “Falls”                                                      Assistive device: __________________________________
              “Home safety checklist”                                      Referral for home safety inspection/modifications
              Strength/balance exercises:                                  Change in medication(s): ___________________________
                       Upper body       Lower body                         Referral for eye exam
              Community resources                                          Cardiology consult
     Community exercise program                                            Neurology consult
     Other: _________________________________________

                                        Provider’s Signature_________________________________________ Date of Visit______________



                                                                                Patient Name: ____________________________
                                                                                Med. Rec. # ______________________________
                   (Medical Group logo here)
                                                                                Date of Birth: _____________________________
                                                                                PCP: ____________________________________
Patient educational materials

• Assembled for each condition
• Readily available to the clinician to
  facilitate treatment
• Community resources
• Follow-up visit sheet
   Decision Support-Physician
           Education


• Small group educational sessions aimed
  at practical approaches
• Written briefs that describe management
  of the condition
                  Flexibility

• Must address all conditions using all
  components of the intervention
• Flexibility in administration and content
   – Decide how much of the intervention is
     performed by staff rather than physicians
   – Can modify content and supporting
     materials
      ACOVE-2 Medical Groups
                        Site 1         Site 2
Structure            Primary care   Multispecialty
# patients             22,000         140,000
# physicians             30              100
# office visits/yr     44,000         500,000
% managed care          67%            50%
            Patient Characteristics
                                   Intervention   Control
 N                                     357         287
 Surrogate response                    20%         16%
 Age, years, mean                       81          81
 Female                                63%         70%
 White                                 97%         94%
 Married                               46%         52%
 Education
  High school or less                  38%         36%
 Income
   <35K                                59%         55%
 VE score                               4.8         4.4
 General health (1=poor 5=exlnt,        2.9         2.9
 mean)
*p<0.05
  Quality Scores after Intervention
     for Dementia, Falls & UI

               Intervention Group Control Group
Dementia             44%               43%

Falls                44%               23%

Incontinence         37%               22%

Overall              41%               25%
 Better Care as a Result of the
          Intervention
• Falls
  – Perform fall exam (45% versus 12%)
  – Treat strength/gait problem (89% versus 58%)
• Incontinence
  – Take history (36% versus 12%)
  – Use behavioral treatment first (33% versus 4%)
• Dementia
  – Check blood tests (46% versus 25%)
   Summary of main findings

• A practice-based, low tech intervention can
  improve care for falls and incontinence.
• The intervention’s effectiveness was only
  moderately effective.
Why wasn’t ACOVE-2 more
       effective?

• Failure to delegate data collection?
• Not enough recognition of inadequate
  practices with subsequent modification?
• Not enough patient empowerment?
  Recently Completed Practice
      Redesign Projects
• Make intervention more powerful
  – Add quality improvement component
     • ACOVEprime (Atlantic Philanthropies-ACP)
  – Partner with community based organizations
     • ACOVE AD (Alzheimer’s Association)
  – Increase delegation to office staff
     • Nurse practitioner co-management of chronic
       conditions- (Hartford Foundation)
              ACOVEprime
•   5 Practice sites (intervention and control)
•   2 conditions (Falls and UI)
•   Modified ACOVE-2 intervention
•   Variation in implementation
    – High versus low delegation to staff
    – EHR versus handwritten notes
    – Planned F/U visits to address conditions
      versus integrating into current visit
ACOVEprime Implementation
•   6140 older persons aged > 75 y screened
•   2884 (47%) screened positive
•   Staff were able to accommodate changes
•   Physician response was variable
    – Not enthusiastic about QI component
    – Liked falls more than incontinence
• Logistic obstacles to planned F/U visits
     ACOVEprime Results

• Knowledge scores
  – Increased by 14.8% intervention versus
    3.2%, in control group, p=0.007
• Confidence in managing falls and UI
  – mean change 0.64 on 5-point scale versus
    0.10, respectively, p<0.05
ACOVEprime Quality Results

• Results based on 1229 medical record
  abstractions
• Falls: 11 quality indicators
• Urinary Incontinence: 10 quality indicators
   ACOVEprime Final Results

                  Intervention   Control
                    (N=595)      (N=634)
Overall quality      58%          36%
Falls quality        62%          40%
UI quality           48%          28%
  ACOVEprime Final Results

                 Intervention   Control
Site A (N=287)       57%         35%
Site B (N=307)       68%         46%
Site C (N=157)       58%         24%
Site D (N=302)       51%         31%
Site E (N=176)       57%         33%
    ACOVEprime Falls Results

                              Intervention Control
Orthostatic BPs                  36%        0%
Visual testing                   62%        28%
Gait/balance/strength exam       50%        27%
Discontinue benzodiazepines      31%        9%
Home hazard evaluation           31%        17%
Exercise/PT program              89%        68%
      ACOVEprime UI Results

                                Intervention Control
Incontinence history                57%       19%
Discuss treatment options           50%       25%
Assess response to treatment        33%       23%
Behavioral/lifestyle treatments     66%       18%
   ACOVEprime No Differences


                                   Intervention Control
Cognitive exam for fall                86%       82%
Assistive device review for fall      83%        84%
UI exam                               63%        63%
           ACOVEprime

• The enhanced ACOVE-2 practice redesign
  can dramatically improve the quality of
  care that practicing internists provide
• Some QIs still had low performance
    ACOVE Alzheimer’s Disease

• 2 Sites-intervention only for Dementia
• 1179 older persons screened
• 121 (10%) positive
• Numbers and positive rates variable by MD
   – Range 0-41; uncommon in primary care
• Linkage to local Alzheimer’s Assoc chapters
  for counseling, support, referral
• Referral to Alz Assoc: pre: 0% vs post:17%
ACOVE-Alzheimer’s Disease
                                    Pre Post
Summary Quality score*              38    46
 Site A                             46    46
 Site B*                            33    46


                                    Yes   No
If referred to Alz’s Association*   65    41
       NP Co-management of
        Chronic Conditions
• UCLA Geriatrics practice; ½ geriatricians
• Option to refer for co-management
  –   Falls
  –   Urinary Incontinence
  –   Dementia
  –   Depression
  –   Heart Failure
NP Co-management Program


•   158 referred; 345 would have been referred
•   Anecdotal experience extremely positive
•   Shares some elements with Guided Care
•   Ripe for Patient-centered Medical Home
NP Co-management Program
                 Summary Quality Scores*
Condition       Intervention   Usual Care
Dementia            49            34
Depression          51            28
Falls               45            17
Heart failure       82            71
UI                  63            26
       The Bottom Line

• Practice redesign can improve the
  quality of care of older persons
• Takes a product champion and
  commitment to change
• Not rocket science but hard work
• It’s your patients and you who stand to
  benefit from change or bear the
  inadequacy of business as usual

						
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