Presentation by the Alberta Health Advocate Excel Society, Edmonton, May 14, 2014 Thank you very much for giving me the opportunity to speak with you today about the new Health Advocate’s Office. 50 years of service deserves to be celebrated and I’m very honoured to be able to join you today and talk about Alberta’s new Health Advocate and what the Office can mean for Albertans going forward. The Health Advocate was created by the Alberta Health Act, which came into force on January 1, 2014. So we’re a very new Office and a new idea for Canada, but not for other parts of the world, where Health Advocates have been part of the health system for decades. When the Health Act was introduced in 2010, it was written to capture the ideas and aspirations put forward by people within the health system and from all across Alberta – what they said was important for the health system going forward. There was an extensive consultation process with over 30 presentations by stakeholders and as many written submissions, followed by 29 workshops in 23 communities across the province. At the end of the day, Albertans said they wanted to see clear principles to guide the system. They wanted to have a system that responds to the needs of individuals, families and communities, rather than facilities, institutions and processes. In the words of the Minister’s Advisory Committee on Health at the time, the Health Act was to shape a “new, clearly defined understanding or ‘compact’ with Albertans about their health, and their health care…” (A Foundation for Alberta’s Health System, p.2) That’s why the Alberta Health Act begins by stating the fundamental principles that underpin our expectations for the health system, including quality health services, reasonable access based on need and not ability to pay, and an acknowledgement that our health services need to recognize the needs of individuals, families and communities. Alberta Health Advocate Presentation May 14, 2014 1 The Alberta Health Act also creates the Health Charter, which is intended to help build a shared understanding about what people receiving care and services can expect from the health system and providers, our responsibilities as patients and families, and how our expectations and responsibilities balance with those of providers and funders. I will talk more about the specific provisions in the Charter a little later on - you also should have a copy of the Charter at your table. Generally, though, the Health Charter attempts to put into words the expectations and responsibilities that people have, but which are sometimes taken for granted. Not just that, but often these are the expectations that we think all people understand, but they don’t know about them. And that can include immigrants, the disadvantaged and people marginalized by poverty or health status. The creation of the Health Charter is directly related to the other big change introduced by the Alberta Health Act - the creation of the Health Advocate. The position of Health Advocate is intended to make the Charter more than words on a page. By putting the Advocate in place, the Health Act gives Albertans a way to raise their concerns about the services they receive and a place to go to when they need help getting their concerns addressed. At the time that the legislation was passed, the then Minister of Health and Wellness spoke in the Alberta Legislature about the role of the Health Advocate. I want to read you some of what he said: “Albertans told us that once a health charter is created, they want meaningful ways of raising concerns about how the charter is applied. … [The Health Act] provides for the appointment of a health advocate, who will be accessible to the public, responsible for receiving complaints relating to the charter, and who will have the ability to address these complaints. If the health advocate finds that a person has not honoured the charter, the advocate will have the authority to make recommendations as required to address the issue… Alberta Health Advocate Presentation May 14, 2014 2 … the health advocate must report annually to the minister, and the minister is required to table this report in the Assembly, similar to the current reporting structure of the Mental Health Patient Advocate….” He went on to say that the Health Advocate is based on the Mental Health Patient Advocate model, which he described as very successful. He also made it clear that the health advocate will work at arm’s length from government, the same as the Mental Health Patient Advocate. Why is this arms-length relationship important? Albertans need to be able to trust that the Health Advocate is able to work without government interference in its mandate. It is based on the same "arm's length" model as the Mental Health Patient Advocate, which has served the Mental Health Patient Advocate Office very well. That Office has credibility with stakeholders including patients, providers and the public. The MHPA is appointed by the Lieutenant Governor in Council, and is independent of politics and government priorities that can change. It takes its mandate from the governing legislation that outlines the powers and duties of both the MHPA and the Health Advocate including mandate, confidentiality, disclosure etc. The Advocate reports directly to the Minister of Health. The Mental Health Patient Advocate works without government interference, and any decision of the MHPA is final. There is no right of appeal – its decisions are final. Over the years, the MHPA has developed an independent operational plan, and retained independent legal counsel. This arm's length relationship has enhanced the credibility of the Office and facilitated open and frank discussions with stakeholders about concerns with how the system is working for people. As a result of this experience the MHPA has been able to provide helpful advice and input into legislative developments affecting patients and their families. The Mental Health Patient Advocate has appeared before Legislative Committees, and this participation has been welcomed and encouraged. Alberta Health Advocate Presentation May 14, 2014 3 The MHPA demonstrates accountability by reporting on activities in the Annual Report. The Annual Report is submitted to the Minister and it must be tabled in the legislature. The determination as to the final contents of the Annual Report rests with the Mental Health Patient Advocate. In that way, the legislature and Albertans are confident that they are hearing an independent message regarding the Advocate's mandate. This successful model will be used by the Health Advocate to establish an arm's length office that will fulfill the important tasks that have been given to the Office. The Health Advocate is created by statute. As such, the role of the Health Advocate is set out in the Alberta Health Act, and the Health Advocate Regulation. It is important to examine those provisions carefully in order to understand the full scope of the Health Advocate’s duties. The legislated responsibilities of the Health Advocate include: Reviewing complaints that a person failed to act in a manner consistent with the Charter Initiating complaints that a person failed to act in a manner consistent with the Charter Making recommendations and reporting to the Minister if recommendations not acted upon Providing education on the Charter Assisting people in finding appropriate resolution mechanisms to have their concerns addressed and resolved Informing people about existing health related programs and resources Preparing annual reports for the Minister and the Legislative Assembly Alberta Health Advocate Presentation May 14, 2014 4 So what happens when the Health Advocate receives a complaint that a person or organization has failed to act in a manner consistent with the Charter? Who can make a complaint? Who can be the subject of the complaint? What can the complaint be about? When can the Health Advocate conduct a review? Who can make a complaint? The legislation does not require that complainants be personally affected in order to make complaints. In this respect, the Alberta Health Act is significantly different than other legislative schemes like the Ombudsman Act. The Ombudsman Act requires that the complainants must be affected in their personal capacity. Who can be the subject of the complaint? The Health Charter guides the actions of Alberta Health Services, operators, health providers, professional colleges, Albertans, and others specified in the regulations. As such, any of these may be the subject of complaints. What can the complaint be about? The complaint must be about failure to comply with the Health Charter. And the Charter covers much if not all that can happen within the health system. The Health Charter includes the following expectations: having health status, social and economic circumstances and personal beliefs and values acknowledged; being treated with respect and dignity; having access to team-based primary care services; having timely and reasonable access to safe, high quality health services and care; and having the opportunity to Alberta Health Advocate Presentation May 14, 2014 5 raise concerns and receive a timely response without fear of retribution or an impact on health services and care. As well, the Health Charter includes responsibilities and individuals understand that they will be asked to: respect the rights of other patients and health providers; ask questions and work with providers to understand the information being provided; treat health services as a valuable public resource; learn how to better access health services; and make healthy choices. Finally, the Health Charter contains an expectation that when economic, fiscal and social policies are being developed by the Alberta government, their impact on public health, wellness and prevention is considered and steps taken to ensure that public policy is healthy policy. This was included to emphasize the importance of the social determinants of health and the impact that all policy has on our health. When can the Health Advocate conduct a review? The Health Advocate can undertake a review when it receives a complaint from anyone about a Charter breach. There are a number of limitations on that for example, the Health Advocate must refer complaints to another person or body where the complaint relates to a matter that is within the jurisdiction of that person or body. As well, the Health Advocate has a number of discretionary grounds for refusing to conduct a review. For example, the Health Advocate may refuse to conduct a review or cease conducting a review: (a) if the matter is the subject of an ongoing investigation by a law enforcement agency, Alberta Health Advocate Presentation May 14, 2014 6 (b) if the complainant refuses to provide information requested by the Health Advocate to substantiate or support the complaint, or (c) if, in the opinion of the Health Advocate, (i) having regard to all of the circumstances, no review is necessary or practicable, (ii) the issue complained of has already been addressed, or iii) the complainant has had knowledge of the issue for more than 6 months before the complaint is received by the Health Advocate. Still, all complaints received by the Health Advocate will be reviewed and if we can’t investigate, we will help find out who and where people need to go to in order to have their concerns dealt with. We are already finding that this navigation and referral process is proving valuable and that a call from the Office of the Health Advocate on someone’s issue is both being well received and getting attention. Sometimes, that’s the only assistance that people need. The Health Advocate also has the ability to initiate and conduct a review without receiving a complaint where the Health Advocate has reason to believe that a person or organization fails to act in a manner consistent with the Charter. These types of reviews are often referred to as “own motion” reviews. The Health Advocate will be developing criteria for determining when an own motion is the right course of action. Some possible criteria are: The number of complaints received by the Health Advocate – if the same issue seems to be arising again and again; The likely public interest in the identified issue of concern – how important is this to people; Alberta Health Advocate Presentation May 14, 2014 7 The number of people likely to be affected; Whether other reviews of the issue have been done recently or are in progress; The potential for the review to improve compliance with the Health Charter; and Whether investigation of the chosen topic is the best and most efficient use of the Health Advocate’s resources. So at the end of a review, the Health Advocate is able to make recommendations. The recommendations may relate to any aspect of compliance with the Health Charter. If the recommendations are not implemented, the Health Advocate may report to the Minister. Ultimately the Minister may make an order regarding compliance with the Health Charter. Experience in other jurisdictions shows that recommendations are usually acted upon and, as such, it would be very unusual for the Health Advocate to report to the Minister on failure to comply with a recommendation. Two other very important responsibilities are navigation and education. I referred to the navigation responsibility earlier. People are coming to the Health Advocate, not knowing how to have their concerns addressed and resolved. The Office helps people find the appropriate resolution mechanisms to have their concerns addressed and resolved. There is a great deal of complexity in existing resolution mechanisms. The Health Advocate will become a specialized resource in existing resolution mechanisms, and will be able to assist Albertans in finding the most appropriate place for dealing with their concerns. The Office will also be helping people find out more about health related programs and resources. Education is another key role for the Health Advocate. There are a number of ways that the Health Advocate may provide education on the Charter, such as public presentations, information on the Health Advocate’s web site, and articles. Another way is to publish reports regarding the Health Advocate’s experience when applying the Charter to different situations. Alberta Health Advocate Presentation May 14, 2014 8 As mentioned earlier, the annual reports will be a key part of the Health Advocate’s accountability to Albertans. So, how will this all work in practice? After six weeks of operation, we know there is a demand for the services of the Office of the Advocates – the Health Advocate, the Seniors’ Advocate and the Mental Health Patient Advocate. I’ve spoken mainly about the Health Advocate, but the Seniors’ Advocate is another new role within the system and is tasked with looking into concerns, providing public education on seniors issues, and giving people information and referrals to programs and services. Carol Robertson Baker will speak to you next on the Mental Health Patient Advocate. We are working hard to provide a seamless entry point for people to contact us about their concerns – we have one number for all three Advocates, so that when people call, they don’t have to sort out who should be looking into their concerns – we will sort that out afterwards. We have a temporary website with some basic information on it and will be working to build a site where people can come for information, education and referrals. We are also going to be working with the Health Quality Council, Alberta Health and Alberta Health Services to ensure that our information and referral systems are aligned and supporting each other. The people who worked on the Alberta Health Act and recommended that there be an Advocate and a Charter, the Albertans who looked at the Charter and spoke to government about what they wanted to see – and didn’t want to see happen to the health system – all had a hand in shaping the legislation. The Act, the Health Charter and the Health Advocate are all part of the work that has been done over the last 20 years in Alberta to shift to a patient-focused and patient-centered system that is there for individuals, families and communities. The Health Charter sets out what we all expect from the Alberta Health Advocate Presentation May 14, 2014 9 system; it sets out what we should be aspiring to if we are to be true partners in our care. The Health Advocate is there to help people find their voice and express their concerns in constructive ways that can make a difference. We’ve talked a long time about shifting from a sickness system to a wellness system; from a system focused on building and professions to one centered around people and communities. We’ve talked about healthy policy and the importance of education and social programs like housing to our health for years. The Alberta Health Act, the Health Charter and the Health Advocate are part of a legislated framework that is going to support those changes and ideas going forward. We have all been around long enough to know that change is a process that takes time. This is no different. It will take time for people to get to know the Health Charter. It’s going to take time for the Health Advocate’s Office to work out exactly how to best undertake its responsibilities. But Alberta has important new tools for change within the system and people and families have a new guide for taking ownership of their health and care. This is a significant and exciting change that I believe will make a difference. Thank you. Alberta Health Advocate Presentation May 14, 2014 10