The Bellagio Model “Bellagio Model on Population-oriented Primary Care” - Key features – 1. Shared leadership – developing partnership in leadership between public health experts and medical professional associations 2. Public trust – reliability of and trust in policy makers and governance structures based on accountability and transparency, as well as in providers to deliver high-quality, efficient care 3. Population-oriented management across the care continuum, following up on healthy and diseased people 4. Vertical and horizontal integration – integration with health and social professionals in the local community such as social workers, community nurses, physiotherapists, dieticians, etc. (horizontal) and collaboration between primary care providers and the hospital system/specialists (vertical) 5. Networking of professionals – supporting community-based interdisciplinary networks for population-oriented care 6. Infrastructure – application of evidence-based guidelines in clinical care; information technology across all care settings; care management by medical professionals other than doctors; integrated and coordinated disease management programs; self-management support for patients 7. Payment mix – capitation fee with additional incentives that are “best for patients” 8. Standardized measurement – systematic generation and evaluation of data for the development of indicators for benchmarking in health care and for care management 9. Active program for practice change – structuring change management in health care at different levels (i.e. medical education, professional development); formulation of goals, actions, measurement and evaluation tools (plan/do/study/act) The Bellagio Primary Care Group, Lago di Como/Italy, 6 April 2008 1 Genesis A group of 24 distinguished experts from Europe and the US came together at the The Rockefeller Foundation Bellagio Study and Conference Center, Italy, from April 2 to 6, 2008. Under the conference title “Improving primary care in Europe and the US: Towards patient-centered, proactive and coordinated systems of care” practitioners, researchers and policy advisers together discussed and designed The Bellagio Model, a comprehensive reference framework for accessible, continuous, comprehensive, population-oriented primary care for the 21st century that ensures coordination with other care when needed. Because of these features, the Bellagio Model is particularly apt to cope with the needs of the chronically ill. It is well suited to support and activate patients, and to overcome the divide between doctors, professions, care cultures, and institutions. In Bellagio, conference participants – all experts in primary care, chronic care research, and public health - convened and agreed to formally constitute the Bellagio Primary Care Group. Need for health system improvement and change Participants agreed that health systems must become more pro-active, helping individuals to stay healthy and avoid the development of (additional) chronic conditions. Primary care as first contact care, accessible by all, guaranteeing a sustained and trustworthy partnership between providers and patients, comprehensive, coordinated care for a predetermined population, activated by patient choice plays an essential role in improving health care systems altogether. System changes endorsed by politics in some countries do in fact support these developments: Participants looked back at more than ten years of experience in implementing new approaches in primary care from Europe and 2 the U.S. that take into account the special needs of individuals with chronic conditions, and assessed the various strategies for improvement. Expertise and experience from nine countries They examined different approaches and strategies from eight countries (UK, DK, Spain (Catalonia), USA, D, F, P, NL) based on country case studies that were prepared by participants prior to the conference. One of the models they looked at more in depth was the Chronic Care Model, (CCM) an evidence-based, conceptual framework that served as a key reference for developing the Bellagio model. Widely used in the US and adopted in several European countries the CCM describes changes to the organization and delivery of care at the practice level that help to improve outcomes among patients with chronic conditions. Aside the model, participants analysed technical and managerial input from health services research – issues critical for primary care and health care improvement overall. The model: A comprehensive and integrative framework As a result, participants identified and defined nine key features (“ingredients”) of a consistent and comprehensive care model, listed above. Put together and put in practice, all of these features constitute the “Bellagio Model on Population-oriented Primary Care”. 1. Shared leadership – developing partnership in leadership between public health experts and medical professional associations. Establishment of umbrella organizations that can strategically guide redesign of (primary) health care systems. 2. Public trust – reliability of and trust in policy makers and governance structures as well as in providers to deliver high- quality, efficient care. Trust can be developed by increasing accountability and transparency through eg. the establishment of quality indicators, benchmarks, etc. Public trust can also be influenced by people's experiences in contacts with 3 representatives of institutions, in its turn influencing how people enter these contacts. Moreover, trust can be influenced by underlying cultural values and norms, and by the actual health care situation (van der Schee et al., 2003). 3. Population-oriented management across the care continuum, following up on healthy and diseased people. 4. Vertical and horizontal integration – integration of primary and secondary care, of health care in the community and in other public services. Horizontal integration here means stronger cooperation between medical and social professionals in the local community (such as social workers, community nurses, physiotherapists, dieticians, etc.) (Olesen). Managers/leaders at the same organizational levels in collaborating organizations (hospitals, communities, general practice) meet regularly to agree on eg. common goals for the care of patients with certain conditions, on common use of certain performance measurement tools, or on sharing of patients between organizations, (risk stratification), and to exchange important information in general (Frølich). Vertical integration is defined by better collaboration between primary care providers and the hospital system/specialists (Olesen). Leaders at the different levels communicate on important issues and share information in both directions. 5. Networking of professionals – supporting community-based interdisciplinary networks for population-oriented care. One example of networking are the knowledge sharing meetings in Denmark. Health professionals from the hospital and from the health center, including nurses, physiotherapists, dieticians, physicians, and behavioral therapists that work directly with the patients, meet on a regular basis. The aim of the meetings is to ensure a common understanding of care between organizations and to get different organizational cultures come to a better understanding and thereby at some time approach a common health professional culture between organizations. The meetings are lead by the manager of the local health center and the specialist from the hospital. The meetings are informal, planned and follow an outline for the meeting (Frølich). 6. Infrastructure – application of evidence-based guidelines in clinical care; information technology across all care settings; multidisciplinary care 4 teams and care management by medical professionals other than doctors; integrated and coordinated disease management programs; selfmanagement support for patients. 7. Payment mix – capitation fee with additional incentives that are “best for patients”. 8. Standardized measurement – systematic generation and evaluation of data for the development of indicators for benchmarking in health care and for care management. 9. Active program for practice change – structuring change management in health care at different levels (i.e. medical education, professional development); formulation of goals, actions, measurement and evaluation tools (plan/do/study/act). A system view: governance, management, and practice Participants agreed that for the Bellagio Model to work, it will be essential that all nine key features will need to be put in place in the long run; efforts for implementation will have to be geared around that comprehensive approach. By contrast, singling out selected features can only be a first step, as all of these features do work together and interact in a synergistic, reinforcing fashion. The added value of the Bellagio Model compared to existing chronic care concepts thus stems from its comprehensive vision and from the systemic approach it takes: It deliberately combines commitment and action at governance (macro), management (meso) and practice (micro) levels, and it perceives primary care as a key function to better serve the needs of the chronically ill, embedded within a broader integrated care delivery scheme. Bellagio participants also agreed that with primary care at the center and as a hub, coordination between primary and secondary care will improve: with a better alignment of treatment objectives and of incentives the frequent disconnection between the two levels will become less common over time. In this sense, the Bellagio model wants to make a strategic contribution to overcoming the inefficient and “unhealthy competition” between professional 5 groups and specialities in the delivery of patient-centered health and social care. From Bellagio to practice: Making things work The Bellagio Primary Care Group agreed to - serve as an interdisciplinary Euro-US network of experts to support national and international projects on research and policy advice. - facilitate the exchange of knowledge and expertise among peers by way of disseminating and transferring innovative strategies of improvement into national and international policy and action, and identifying future topics for analysis and research in chronic care delivery in Europe and in the US. - run a web site, to be hosted by the Bertelsmann Stiftung, aimed to allow public access and discussion, and to disseminate results more widely. - submit a strategy paper on the Bellagio Model to the British Medical Journal (BMJ). - submit the Bellagio country studies to another public health research and policy advice journal (International Journal of Integrated Care) - present the Bellagio Model at international fora such as WONCA Europe, EHMA, European Forum of Primary Care, BMJ International Forum 2009, and various national primary care conferences. - disseminate the Bellagio Model via national think tanks, policy advisory committees and boards. - meet again in Berlin in 2010. This meeting will probably be hosted and sponsored by the Bertelsmann Stiftung. 6