Session # H1b October 28, 2011 11:15 AM Collaborative Care and PatientCentered Medical Home within the Veterans Health Administration Andrew S. Pomerantz, MD, National Mental Health Director for Integrated Care, Office of Mental Health Service, VA Central Office David A. Hunsinger, MD, MSHA, Member, National Consultation Team, VA Transformation to PACT Margaret Dundon, PhD, National Program Manager for Health Behavior, National Center for Health Promotion and Disease Management, VACO Larry J. Lantinga, PhD, Associate Director, Center for Integrated Healthcare, OMHS Center of Excellence th Collaborative Family Healthcare Association 13 Annual Conference October 27-29, 2011 Philadelphia, Pennsylvania U.S.A. Faculty Disclosure We have not had any relevant financial relationships during the past 12 months. Need/Practice Gap & Supporting Resources The Department of Veterans Affairs, the largest unified healthcare system in the United States, has undertaken a major transformation that embraces primary care-mental health integration within the context of the patient-centered medical home. National leaders within the Veterans Health Administration will describe VA’s efforts to date. Objectives Upon completion of this presentation, participants will be able to: • Describe VA’s implementation of collaborative care--Primary Care-Mental Health Integration (PC-MHI) • Describe VA’s implementation of the patient-centered medical home--Patient Aligned Care Team (PACT) • Describe the role of VA’s newly established Health Behavior Coordinators (HBC) and how they interact with PC-MHI & PACT Expected Outcome We expect that you will take away a better understanding of what VA is doing to further collaborative care. We expect that you will learn what VA resources are available to your patients who are Veterans. We expect that you will now know with whom to network within VA in order to obtain access to VA knowledge and information. Learning Assessment A learning assessment is required for CE credit. In lieu of a written pre-post-test based on our learning objectives, I will moderate a Question & Answer period at the conclusion of our presentation. Please hold your questions until then. Thank you. Session Evaluation Please complete and return the evaluation form to the classroom monitor before leaving this session. Thank you! Primary Care-Mental Health Integration in VA: Past, Present and Maybe Future Andrew S. Pomerantz, MD National Mental Health Director, Integrated Care Office of Mental Health Services VA Central Office & Associate Professor of Psychiatry Dartmouth Medical School MODELS OF MH IN PC AT DAWN OF 21ST CENTURY • • • • • Referral Consultation/Liaison Co-location Collaborative Care Integrated Care CORE STUDIES IN INTEGRATED/COLLABORATIVE CARE • • • • PROSPECT IMPACT PRISM-E RESPECT Demonstrate improved outcomes with care management. DEVELOPMENT OF PC-MHI IN VA • MANY INDIVIDUAL PROGRAMS IN MANY SITES OVER MANY YEARS • SOME VERTICAL INTEGRATION • SOME HORIZONTAL INTEGRATION VA MODELS • TIDES– utilizes Care Management to support PCP treatment of depression • Behavioral Health Laboratory (BHL) – Structured telephone interview for triage and support of PC treatment of Depression, anxiety, at-risk drinking, etc • Co-located collaborative care – the White River Junction Model • “Blended models” • Health Psychology SPECIALTY MH Secondary and Tertiary Care: • Outpatient Care for treatment resistant, severe or complex illnesses • PTSD specialty treatment; Substance dependence treatment • Treatment of serious mental illness (including MHICM) • Full spectrum of psychosocial rehabilitation and recovery services • Inpatient psychiatric care • Residential treatment • Supported and therapeutic employment • Homeless programs • Integrated Care for physical and mental health in one setting PC-MHI • Evaluation and treatment for mild to moderate mental health conditions (depression, substance misuse, anxiety, PTSD) • Follow-up evaluation for positive MH screens • Behavioral health interventions for chronic disease • Care management • Referral management PRIMARY CARE • Screening for mental health conditions • Initiation of pharmacological treatment for mild to moderate mood symptoms • Co-management of Veteran care with PC-MHI and specialty MH providers • Health Behavior 13 Emerging View • Like other medical disciplines, Mental Health can be divided into PRIMARY, SECONDARY and TERTIARY care. • Primary MH care can be delivered in the same setting as general Primary Care by expert clinicians – horizontal and vertical integration. • Secondary/tertiary MH care are specialized and require multiple disciplines. One size does not fit all “…The intentional use of values to guide the decisions of a system.” Organizational Ethics: “From Clinical Ethics to Organizational Ethics: The Second Stage of the Evolution of Bioethics.” Potter, Robert Lyman, in “Bioethics Forum.” Summer, 1996 ONE SIZE DOES NOT FIT ALL • ADHERENCE TO THE BASIC PRINCIPLES – EASY ACCESS IN PRIMARY CARE – PROBLEM FOCUSED ASSESSMENT AND TREATMENT – ONSITE CLINICIANS IN PC – STEPPED CARE – MEASUREMENT BASED CARE – CARE MANAGEMENT – ENHANCED REFERRALS • LEADS TO CONSISTENT OUTCOMES – IMPROVED RECOGNITION AND TREATMENT IN PC – IMPROVED ENGAGEMENT IN SPECIALTY MH CARE – CONSERVES SCARCE SPECIALTY RESOURCES WHAT ABOUT SERIOUS PERSISTENT MENTAL ILLNESS? VISION: Veterans with Serious Mental Illness will enjoy health status identical to the general population. 17 Community Public health agencies, non-profit agencies, etc. Non-VA Provide PCPs, specialists, etc. Specialty Care Team Members PC-MHI, HBC, SW, pharmacy, etc. Includes significant others and caregivers Cardiology, podiatry, etc. Interdisciplinary Team Members Core Primary Care Team Members Patient/family PCP, RN CM, clinical assoc, admin assoc The Patient Aligned Care Team (PACT) MODELS OF CARE – Cohort model: SMI patients receive PC in general primary care clinics from providers with specific interest & skill in working with this population – Consultative model: PCMHI and/or Primary MH provider is consultant for PACT team/teamlet – Enhanced Coordination between specialty MH and Patient centered medical home – Specialty Care Team: PC providers and services embedded in special care team. In VA, this model is limited mostly to screening; e.g. PC APN located in SMI clinic, PCMHI providers in Post Deployment clinic – Combination of above: routine preventive screening in specialty clinic;, advanced access to PACT, Care/Case management in MH. 19 NEXT A single brand of PC-MHI Clear definition of “blended” Staffing guidelines Develop the Evidence Base for Brief Treatments Rural Models Integration with the rest of Mental Health Patient Aligned Care Team VHA’s implementation of the Patient Centered Medical Home David A. Hunsinger, MD, MSHA Medical Director, Binghamton VA Outpatient Clinic 21 VA kick-off off Patient Centered Medical Home initiative Las Vegas, NV April 2010 22 Veteran Centered Care Definition: A fully engaged partnership of veteran, family and health care team, established through continuous healing relationships and provided in optimal healing environments, in order to improve health outcomes and the veteran’s experience of care Universal Services Task Force, 2009 23 Joint Principles of the Patient-Centered Medical Home AAFP, AAP, ACP, AOA • • • • • • • 24 Ongoing relationship with personal physician Physician directed medical practice Whole person orientation Enhanced access to care Coordinated care across the health system Quality and safety Payment Principle 1 Personal Physician (Provider) • Every patient has a designated primary care provider. • Relationship is ongoing – continuous over time • Patient choice • Each physician has a “Panel” of patients 25 Principle 2 Physician (Provider) Directed • Provide clinical direction – Shared-Decision making • Team-based care, leading the team • Flattening the hierarchical structures – Equal Value, Different Roles • Championing principles of Medical Home – Example: Facilitating Care Coordination 26 Principle 3 Whole Person Orientation • Health as a focus, not just Health Care • Personal preferences of the patient drive care interventions • Patient self-management skills and education • Culturally relevant and sensitive • Shared goal setting with health care team • Health literacy and numeracy • Family engaged in care • Mental Health and Primary Care Integration 27 Principle 4 Enhanced Access to Care • Open Access principles (ACA) • Ready and timely access to non face-to-face care – Telephone, Messaging, Secure e-mail – Web-based access to scheduling, information, records, labs • System Redesign 28 Principle 5 Coordinating Care • Transitions within and without • Identifying and managing highest risk – Chronic Disease Management – Population-based Health Care • Predicative Modeling • Health Risk Assessment Tools • Patient/Disease Registries 29 Principle 6 Quality and Safety • Clinical performance – Value = Quality/Cost • Medication reconciliation • Quality and Safety are outcomes – – – – Effectively managing transitions Team dynamic drives performance Effective implementation of Medical Home Data driven, team-based, system redesign • Continuous improvement 30 VHA Implementation strategy Three pronged approach to education/ team building: • Regional collaboratives • Centers of excellence • Consultation/facilitation teams 31 VHA Implementation strategy Regional collaboratives: • Structured learning • Focus on a ‘core team’ from each Medical Center • Emphasis on teach back 32 VHA Implementation strategy Centers of Excellence: • Goal to train ALL teamlets • Trainings scheduled at sites chosen for ease of access • Emphasis on team building, understanding key principles, and skill acquisition 33 VHA Implementation strategy Consultation/facilitation teams: • • • • 34 Five teams Physician, Nurse, Administrative staff Trained in facilitation Deployed to sites by site request Patient Centered Medical Home Access Offer same day appointments Increase shared medical appointments Increase nonappointment care Care Management & Coordination Focus on high-risk pts: oIdentify oManage oCoordinate Improve care for: oPrevention oChronic disease Improve transitions between PCMH and: oInpatient oSpecialty oBroader Team Practice Redesign Redesign team: oRoles oTasks Enhance: oCommunication oTeamwork Improve Processes: oVisit work oNon-visit work Patient Centeredness: Mindset and Tools Improvement: Systems Redesign, VA TAMMCS Resources: Technology, Staff, Space, Community Principles of the Patient-Centered Medical Home • • • • • • • 36 Ongoing relationship with personal physician Physician directed medical practice Whole person orientation Enhanced access to care Coordinated care across the health system Quality and safety Payment Patient Aligned Care Team: Objective To improve patient satisfaction, clinical quality, safety and efficiencies by becoming a national leader in the delivery of primary care services through transformation to a medical home model of health care delivery. 37 Team Redesign The Patient’s Primary Care Team: • Teamlet: assigned to ±1200 patients (1 panel) – Provider – RN Care Manager – Clinical Associate • LPN • Medical Assistant • Health Tech – Clerk 38 • Team members – Clinical Pharmacy Specialist ± 3 panels – Medical Social Work ± 2 panels – Nutrition ± 5 panels – Mental Health – Case Managers – Trainees Other Team Other Team Members Pharmacy Social Work Nutrition Case Managers Integrated Behavioral Health Members Teamlet: assigned to 1 panel (±1200 patients) • Provider • RN Care Mgr • Clinical Associate (LPN, MA, or Health Tech) • Clerk Patient For each parent facility HPDP Program Manager Health Behavior Coordinator My HealtheVet Coordinator Panel size adjusted for rooms and staffing 40 40 Essential Transformational Elements Patient Aligned Care Team • Delivering “health” in addition to “disease care” • Veteran as a partner in the team – – – – Empowered with education Focus on health promotion and disease prevention Self-management skills Patient Advisory Board • Efficient Access – Visits – Non face-to-face • • • • 41 Telephone Secure messaging Telemedicine Others? 41 Essential Transformational Elements • Care coordination – Optimizes hand-offs between inpatient and outpatient care – Facilitates interface with specialty care – Seamless co-management (Dual Care) with outside providers – Incorporates tele-health, and HBPC services – Emphasizes home care & rural health 42 Essential Transformational Elements • Care Management/ Panel Management – Disease management and interface with specialty care • • • • – – – – – 43 Chronic Care Model Disease registries Identification of outliers Team RN partnering closely with providers Veterans at high risk for adverse outcomes Pain management Returning combat veteran care Depression Substance abuse Essential Transformational Elements • Improve technological clinician support – Decision support – Predictive modeling – CPRS user-friendliness – Information processing • Develop new measurement and evaluation tools – Patient Satisfaction – Staff satisfaction – Processes of care – Manager and Provider Report Cards – Continuity and comprehensiveness 44 44 Whole Person Orientation “ …you ought not to attempt to cure the eyes without the head or the head without the body, so neither ought you to attempt to cure the body without the soul . . . for the part can never be well unless the whole is well.” Plato Culture Family and other supportive relationships Physical abilities and limitations Work, recreation and other interests Emotional, Spiritual, Psychological aspects Mental Health is an Integral Part of Overall Health • Physical problems can be risk factors for mental health problems • Mental health problems can be risk factors for physical health problems • Patient Centeredness means a holistic view of the Veteran, recognizing the interrelationships of all health problems and how they individually and interactively affect quality of life 46 Mental Health and Primary Care A Natural Fit • 26% of Veterans who use VA health care are also being treated for a mental health diagnosis • 20% currently receive some or all of that care in a specialty Mental Health setting • Patients initially bring their mental health concerns to Primary Care • Screening for mental health problems takes place in primary care [Clinical Reminders] • Referrals from Primary Care to Specialty Mental Health result in a high rate of no-shows 47 Primary Care – Mental Health Integration • PC-MHI embodies the principles and focus of the Patient Centered Medical Home • Work on PC-MHI implementation facilitated PACT implementation 48 True Integration Features of PC-MHI • • • • • 49 Completely integrated within primary care Occupy the same space Share the same resources Participate in Team Meetings Share responsibility for care of the whole patient Conclusion • Primary Care - Mental Health Integration is and will continue to be an essential component of the team delivery of effective care 50 Collaborative Care for Health Behavior Change Collaborative Family Healthcare Association Conference, 2011 Peg Dundon, PhD National Program Manager for Health Behavior VHA National Center for Health Promotion and Disease Prevention Words of Wisdom “If I’d known I was going to live so long, I’d have taken better care of myself.” - Leon Eldred VETERANS HEALTH ADMINISTRATION 52 Prevalence of Chronic Conditions in VHA Primary Care Source: Primary Care Almanac, VHA Support Service Center, 2011 VETERANS HEALTH ADMINISTRATION 53 Underlying Causes of Diseases Alcohol consumption 3% Other preventable 10% Poor diet and physical inactivity 17% Other causes 52% 48% potentially preventable Tobacco 18% Mokdad et al. JAMA 2004 VETERANS HEALTH ADMINISTRATION 54 Prevalence of Health Behaviors VETERANS HEALTH ADMINISTRATION 55 Health Impact of Unhealthy Behaviors The World Health Organization estimates that... – at least 80% of all heart disease, stroke, and type 2 diabetes, and – more than 40% of cancer would be prevented if people were to Stop smoking Start eating healthy Get into shape WHO. Preventing Chronic Disease: A Vital Investment, 2005 VETERANS HEALTH ADMINISTRATION 56 Where Do We Go From Here? • Effective interventions for poor health behaviors exist • Health behaviors often not addressed (successfully) and interventions often not provided • Healthcare staff often not well-trained in appropriate behavior change strategies • Traditional, directive/persuasive approaches have limited success • We can shift the medical culture to one marked by patientcentered communication for healthier behaviors • This is a major transformation! VETERANS HEALTH ADMINISTRATION 57 PACT Transformation A Fundamental Shift in the Process of Care Traditional Care Collaborative Care Assumes knowledge drives change Assumes knowledge + confidence drives change Clinician sets agenda Patient sets agenda Goal is compliance Goal is enhanced confidence Decisions made by caregiver Decisions made collaboratively (Bodenheimer et al, CA Health Care Foundation, 2005) VETERANS HEALTH ADMINISTRATION 58 National Center for Health Promotion/Disease Prevention (NCP) • Field-based national program office in the Office of Patient Care Services (PCS) • Located in Durham, NC • Provides policies, programs, guidance, education, and support for field related to preventive health • Provides expert input to senior VHA leadership • Collaborates with other VHA offices and federal agencies VETERANS HEALTH ADMINISTRATION 59 60 Preparing a Cadre of Prevention Staff to Train, Coach and Consult with Clinicians • Health coaching • Motivational interviewing • Health literacy • Evidence-based health promotion/disease prevention • Problem solving approaches All aimed to support clinical staff members in promoting patient selfmanagement of health behavior. VETERANS HEALTH ADMINISTRATION 61 Other Team Members Clinical Pharmacy Specialist: ± 3 panels Clinical Pharmacy anticoagulation: ± 5 panels Social Work: ± 2 panels Nutrition: ± 5 panels Case Managers Trainees Integrated Behavioral Health Psychologist ± 3 panels Social Worker ± 5 panels Care Manager ± 5 panels Psychiatrist ± 10 panels Other Team Members For each parent facility HPDP Program Manager: 1 FTE Health Behavior Coordinator: 1 FTE My HealtheVet Coordinator: 1 FTE Teamlet: assigned to 1 panel (±1200 patients) Monitored via Primary Care Staffing and Room Utilization Data report in VSSC • Provider: 1 FTE • RN Care Mgr: 1 FTE • Clinical Associate (LPN, MA, or Health Tech): 1 FTE • Clerk: 1 FTE Patient Panel size adjusted (modeled) for rooms and staffing per PCMM Handbook HBC Roles and Responsibilities o Promotes evidence-based patient-driven care in Health Promotion and Disease Prevention (HPDP). o Co-chairs the facility HPDP Program Committee. o Assists the HPDP Program Manager to coordinates strategic planning, program development and implementation, monitoring and evaluation of the overall HPDP Program. o Leads and coordinates training and ongoing coaching for PACT staff in patient-centered communication, health behavior change coaching, and self-management support strategies, including TEACH for Success and Motivational Interviewing. VETERANS HEALTH ADMINISTRATION 63 HBC Roles and Responsibilities contd. o Collaborates with the key members of the HPDP Program Committee to plan, develop, implement and assess the impact of clinical interventions to promote health behavior change and self-management. o Works collaboratively with Mental Health Primary Care Integration staff to integrate behavioral medicine interventions and services with other behavioral health interventions and programs. o Supports and contributes to existing smoking and tobacco use cessation clinical initiatives. o Performs specialty health psychology assessment/intervention (e.g., pre-bariatric surgery, Veterans with unique or complex problems impacting self-management plans). VETERANS HEALTH ADMINISTRATION 64 CCC and HBC Co-Located Collaborative MH Care Health Behavior Coordinator Location On site, embedded in the PC clinic On site, embedded with PACT Population* Most are healthy, mild-mod symptoms, behaviorally influenced problems. Provider training focus. PACT clinical work focused on health behaviors and prevention. Inter-Provider Communication Collaborative & on-going consultations via PCP’s method of choice (phone, note, conversation). Focus within PACT. Collaborative & on-going with focus on communication skills and coaching (F2F, phone…). Focus within PACT and HPDP staff. Service Delivery Structure* Brief appointments (20-30’) Limited # of appointments (avg. 2-3) Open Access Role focus on training PACT clinicians (70+%) in patient-centered communication. Limited (25-30%) clinical care, prevention focused, often group. Brief appointments (30-40’). Approach Problem-focused, solution oriented, functional assessment. Focused on PCP question/concern and enhancing PCP care plan. Population health model. Health behavior focused, solution oriented, problem-solving and goal setting. Focused on PCP identified health concerns and optimizing health. Population health model. Differences • PC-MHI focus on mental health concerns, and HBCs on prevention/health behaviors. • HBCs part-time clinical (25-30%), PC-MHI full-time, and HPDPs administrative. Access options vary. • HBC’s main mission is to train and coach PACT staff in patient-centered communications, PC-MHI main mission is direct patient service via brief evidencebased care. • HBCs provide specific assessments related to prevention, such as pre-Bariatric Surgery evaluations. • HBCs often report to Primary Care; PC-MHI generally report to Mental Health. • HBCs are responsible for CBOCs too. VETERANS HEALTH ADMINISTRATION 66 Similarities • Both are PACT-based, behavioral health staff • Neither provide traditional psychotherapy services • Both can offer holistic and systems perspectives, helping PACT staff be effective • Both might address alcohol misuse, tobacco cessation, weight management, sleep difficulties, pain management, adherence concerns, problemsolving…others? • Both can organize interventions in 5 A’s model • Both provide time-limited, solution oriented interventions VETERANS HEALTH ADMINISTRATION 67 In sum, what can HBCs & PC-MHI staff offer their colleagues in the medical home? • Increased comfort in “challenging” interactions with patients (and staff!) with shift to collaboration vs. traditional, prescriptive approach • Patient and provider behavior change (communication, health behaviors…) • Systems shifts to support Veteran-centered care (flexible delivery methods, accessible/efficient care delivery…) • Provider and patient skill development • Focus on “the conversation” and interactions that address meaningful change for given individuals • Increased clinician and patient satisfaction VETERANS HEALTH ADMINISTRATION 68 Questions or Ideas to Share? National Center for Health Promotion and Disease Prevention (NCP) Office of Patient Care Services Veterans Health Administration Margaret (Peg) Dundon, PhD margaret.dundon@va.gov 3022 Croasdaile Drive, Suite 200 Durham, NC 27705 (919) 383-7874 or (716) 604-5446 (m) www.prevention.va.gov VETERANS HEALTH ADMINISTRATION 69