Sarah Berglas - Canadian Agency for Drugs and Technologies in

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Using Patient

Perspectives to

Frame HTAs

SARAH BERGLAS

PATIENT ENGAGEMENT OFFICER, CADTH

APRIL 2015

Canadian Drug Expert Committee (CDEC) reflects

What is the value of the new drug, as compared to existing options?

Patient important outcomes are included in CADTH’s protocol

Methodology

Patient Input

Summary

CADTH Review

Protocol

Clinical Trials

CDEC

Recommendation

& Reasons

❶ ❷ ❸

Repeated x30 sequential CDR reviews

Drug Indication

Dificid

Xiaflex

C. difficile infection

Dupuytren's contracture

Eliquis Stroke prevention

Kalydeco Cystic fibrosis

Esbriet

Aloxi

Pulmonary fibrosis

Chemo nausea

Orencia RA

Seebri

Stribild

COPD

HIV

Soliris aHUS

Bystolic Hypertension

Humira Juvenile arthritis

Tecfidera MS

Sublinox Insomnia

Afinitor Tuberous sclerosis

Drug Indication

Fycompa

Edarbi

Epilepsy

Hypertension

Edarbyclor Hypertension

Fibristal Uterine fibroids

Picato

Latuda

Genotropin

Actinic keratosis

Schizophrenia

Growth hormone deficiency

Jetrea

Simponi

Inspra

Actemra

Vitromacular adhesion

Ulcerative colitis

Heart failure

Juvenile arthritis

Neupro

Botox

Parkinson's disease

Chronic migraine

Tudorza Genuair COPD

Galexos Hepatitis C

Final recommendations published March 2013 – June 2014

Results

Patient Input

Summaries

CADTH Review

Protocols

119 things that matter to patients

89 / 119 included

75%

Clinical Trials

61 / 119 included

50%

CDEC

Recommendation

& Reasons

67 / 119 included

56 %

FEAR

EMBARASSMENT

DEPENDENCY

GUILT

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Involving patients in early stages of the HTA process: a participatory research project

Marie-Pierre Gagnon, 1,2 * Bernard Candas, 3 Marie Desmartis, 1 Marc

Rhainds, 4 Martin Coulombe, 4 Geneviève Asselin, 4,5 Daniel La Roche, 4

Johanne Gagnon, 1,2 France Légaré 1,5

1 Quebec University Hospital Research Centre, Québec, Canada

2 Faculty of Nursing, Laval University, Québec, Canada

3 National Institute of Public Health, Quebec, Canada.

4 HTA Unit, CHU de Québec-Université Laval, Québec, Canada

5 Faculty of Medicine, Laval University, Québec, Canada

Acknowledgements

 This project is supported through a Knowledgeto-Action grant from the CIHR

 We wish to thank all project participants, especially those involved in the prioritization process

 We are grateful to Geneviève Asselin,Mylène

Tantchou Dipankui, Liette D’Amours and

Isabelle Ganache for their support

Background

 The selection of HTA topics, which includes identifying and prioritizing HTA questions, is a constant challenge for decision-makers

 Patient and public involvement (PPI) in the selection of HTA topics makes it possible to counterbalance the value judgments and preferences brought by variety of stakeholders

(e.g. scientists, health professionals)

 More likely to be relevant to them and adapted to their needs

Background

 The cancer field generates a vast array of questions and issues that encompass the full range of services and health policies, ranging from primary prevention, treatment, and expansive drug provision to palliative care.

 Thus PPI in HTA in the cancer field appears particularly relevant.

Objective

To describe and evaluate the process and the results of interventions aiming to involve patient representatives alongside health professionals and managers in the identification and prioritization of HTA topics in the cancer field

Methods

 A collaborative study with knowledge users from the HTA Unit of the CHU de Québec and the HTA Roundtable of the Integrated University

Health Network of Université Laval

Methods

 Involvement strategies included

 Consultation about potential HTA topics in the cancer field

 Consensus meeting to reach agreement on top priorities

 Evaluation of the prioritization activity

 Based on a qualitative approach

• semi-structured interviews (11) and observation of the prioritization meeting

 Analysis of prioritized topics

• at the end of the meeting vs. before the meeting

• according to the categories of stakeholders

Selection process and results

Suggestion of topics

• Email invitation to propose HTA topics sent to 75 clinicians and health managers + 25 community groups

• 30 proposals received from 20 different participants, some of them formulated after consulting other people

Filtering of topics and creation of vignettes

• 17 proposals that did not address the HTA program

• Honing of other proposals: 12 HTA questions

• Creation of vignettes for these 12 HTA topics

Prioritization exercice

• Pre-meeting survey (13 R)

• Consensus meeting (11 participants):

• First prioritization exercise in 2 groups: 4 topics selected

• Second exercise in 1 group: 6 topics selected

• Final individual exercise: 3 topics emerged

Results – Suggestion of HTA topics

 30 proposals received (including 7 from community groups)

 12 HTA topics developed (vignettes)

 40% of topics were usable (12/30)

 29% of topics suggested by patient representatives (2/7) were usable

Results – Pre-meeting survey

 First priority topic :

"What is the best time to refer patients with advanced cancer to the palliative care team and to raise their awareness and the awareness of their family concerning this approach?"

 Two topics in second position:

“Is early nutritional intervention recommended for cancer patients who need to receive chemotherapy and/or radiation therapy?”

“ What support interventions should be offered to caregivers of a cancer patient?

Prioritization meeting: process

Welcoming address and presentation of the study

Briefing session about HTA

Prioritization exercise in two groups: four topics selected in each group

Prioritization exercise in one group: six topics selected

Final individual prioritization exercise: use of chips equivalent to the number of topics selected. Participants distributed the chips among the six topics in such a way as to reflect their relative priority for them.

Results – HTA priorities emerging from the consensus meeting

1

2

3

4

5

6

Topics prioritized and individual votes Community group

Nb of votes (% )

What are the benefits of group meetings with an interdisciplinary team in oncology (including a community group representative) as regards providing support for new cancer patients?

16 (53%)

11 (37%)

What are the most effective strategies used to invite people to participate in cancer screening programs?

2 (7%)

Should teleconsultation be recommended for the preliminary evaluation and follow-up of cancer patients in rural and remote areas?

1 (3%)

Would offering patients in cancer remission a program to adopt healthy lifestyle habits reduce the risk of recurrence and improve their health and quality of life? And what form should this program take?

2 (6%)

What are the most effective ways to provide information prior to breast cancer surgical treatment concerning the treatment itself and its effects?

Which distress screening tool should be used for patients with cancer?

0

Health care professional and manager

Nb of votes (%)

9 (25%)

11 (31%)

12 (33%)

2 (6%)

2 (3%)

0

Total

Nb of votes

(%)

25 (38%)

22 (33%)

14 (21%)

3 (5%)

0

0

Results of interviews

Perceptions of the prioritization process

The diversity of participants (from the healthcare network and the community sphere) and of regions

 provided complementary perspectives on patient trajectory and raised awareness of different regional realities

 enabled rich exchanges that allowed participants to gain an overview on the topics to prioritize

But…

Various types of regions made it difficult to select topics relevant to all settings (5/11)

Results of interviews

Perceptions of prioritization process

 Vignettes

 Participants appreciated receiving them 10 days before the meeting to get ready for the meeting

 Briefing session about HTA

 enabled participants, especially participants from community groups, to learn the basics of HTA

 provided a better understanding of the whole process, and the place of this prioritization activity

 Consensus method for prioritization

 allowed everyone to express his or her point of view, and hear the views of others while not preventing them from maintaining their positions

Results of interviews

Prioritization criteria

 Criteria varied according to the type of participant

 Community group representatives tended to favour topics related to patient support

(emotional, practical, etc.)

 Clinicians and managers tended to favour topics linked to their clinical area or their management issues

Criteria were different because, as a manager, I had a certain vision concerning deficiencies, performance, and access, while they

[representatives of community groups] were more involved in patient support ... Interview # 2

Results of interviews

 Criteria varied according to different regional realities:

 Participants tended to favour an assessment that would lead to subsequent actions in a given context and thus have a real impact on patients in their regions (e.g. teleconsultation for remote regions)

Results of interviews

Input of patient organizations

 Perspectives on the life of patients outside the hospital and on the support provided by the community and their families

 Often represented the voice of vulnerable and isolated patients

 Problem of “representativeness” of patients on such a committee = not easy to solve, as noted by one participant

Discussion

This study provides knowledge about the effects of involving various stakeholders in the selection of HTA topics and the impact of these strategies on the selection of HTA topics.

Discussion

 Difficulties in recruiting enough participants for the prioritization committees as originally planned

 Preparatory activities appreciated and perceived as useful

 Distribution of vignettes 10 days before the meeting allowed participants to be well prepared

 HTA briefing session: a prerequisite for participating in such an activity

Discussion

Impact of the consensus meeting

 Allowed participants from diverse sectors and regions to share their knowledge and experience

 Provided a better understanding of the topics to prioritize

 Feasibility of the follow-up of recommendations = important criterion influencing priority of HTA topics

 Input of representatives of community groups

 provided perspectives on the life of patients outside the hospital and on the support provided by community and family

 could give voice to the most vulnerable patients

Conclusion

 Involving patient representatives in early steps of HTA is feasible

 Patient representatives and caregivers have different perspectives from managers on topics to prioritize but could reach a consensus

 Involving patient representatives in the selection process of HTA topics could modify the topics prioritized

Thank you!

Contact:

marie-pierre.gagnon@fsi.ulaval.ca

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Moving Beyond Good

Intentions: Experience of a Saskatchewan

P

atient Family Advisory

C

ouncil

What does the evidence say?

Relationships with Commercial Interest: None

Grant/Research Support for initiatives being discussed: None

Speaker Bureau/Honoraria or external funding for initiatives being discussed: None

Consulting fees utilized: None

Memberships on advisory committees, boards: None

DISCLOSURES

Saskatchewan Cancer Agency:

Who We Are

The Saskatchewan

Cancer Agency is a provincial healthcare organization serving more than 1.1 million people.

SCA operates prevention and early detection programs, provides safe quality cancer treatment and conducts innovative research.

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Saskatchewan Cancer Agency

 We provide chemotherapy and radiation treatment as well as stem cell transplants:

6,413 new patient appointments in 2013-14

45,083 review patient appointments

22 allogeneic transplants and 44 autologous

16 COPS centers located in

10 health regions treating

1713 patients closer to home

40

SCA Patient Family Advisory

Council

Patient and Family Advisory Council

Partnership of Care

We Listen, We Care

At the Saskatchewan Cancer Agency, clients, patients and their families are at the very heart of our work. To ensure we are truly focused on meeting the needs of patients and families, we established the Patient and

Family Advisory Council. The Council helps us to blend the voices of patients and families with physicians and staff to provide excellent care and services.

What is Patient and Family - Centred Health Care

It is an approach to planning and delivering health care that recognizes and respects the patient and family as partners in the health care process.

It redefines the relationships that traditionally exist in health care. Patient and family – centred care is the kind of care you and a family member will receive at the Saskatchewan Cancer Agency.

It is based on:

Respect and dignity: Doctors and nurses listen to patient and family perspectives and choices.

Sharing information: Communicating and sharing information with patients and families in ways that are supportive and useful to allow patients to actively participate in their care.

Participation: Patients and families are encouraged and supported in participating in care and decision making at the level they choose.

Collaboration: Health care leaders work together with patients and families to improve their experience and care.

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What does the evidence say?

Patient First 2009

 That the health system make patient and family centred care the foundation and principal aim of the

Saskatchewan health system, through a broad policy framework to be adopted system-wide.

 Developed in collaboration with patients, families, providers and health system leaders, this policy framework should serve as an overarching guide for health care organizations, professional groups and others to make the Patient First philosophy a reality in all work places.

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What does the evidence say?

 Person-and Family-Centered Care –

Putting the patient and the family at the heart of every decision and empowering them to be genuine partners in their care

 Site visit and consultation:

43

What does the evidence say:

Canadian Partnership Against Cancer

Cancerview.ca

is a knowledge hub and online community that offers trusted, evidence-based content from more than 30 partner organizations in Canada. It also offers a wide array of tools and resources developed by the Partnership.

44

Involvement in the beginning

Engagement was about forming as a council learning about who we are as a

 council.

Accomplishments:

 Wireless internet in clinics

It was about getting things done and having concrete items to say we have achievements.

 Involvement and presence in 35 activities, events, committees

 Instituted comment boxes

Developing trust credibility.

 Developed recruitment processes

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Patients as part of the improvement team

46

“True” engagement?

Good Intentions: Making assumptions

We assumed that because we espoused PFCC everything would be PFCC and it would be smooth sailing…… What’s the issue?

Who’s not going to get it when patient voice is being expressed through a council?

When a staff member comes to council they will agree with us.

Engagement meant we invited patients and families into the room for discussion.

Staff : we can use acronyms and lingo with our patients and family members.

We are getting along well because we are accomplishing tangible changes that we can see.

Do patients and families have any role in policy changes?

We had representation from patients and families… they were in the room when we talked and didn’t disagree.

48

Growing and learning….

As PFAC matured, and we had built trust with each other so we felt comfortable to challenge and question each other.

We asked staff to come as guests to present to us on areas of their expertise.

Staff were unclear on the role of PFAC when it came to change and implementation of ideas.

Some of the challenges were uncomfortable, unpleasant and PFAC was unsure what to do next.

We saw differences in how issues were being discussed, resolved or not resolved as we had worked with the easy stuff and now….

Good intentions?

Magazines and puzzles in waiting room areas

What does the evidence say?

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Tuckman slide

Dr. Bruce Tuckman - 1965

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Evidence from others

We learned from others across Canada and stole shamelessly such as Capital

Health, Alberta and Kingston, Ontario.

Conference attendance from our Council members.

Evidence on collaborative work and partnerships CPAC.

Our own PFCC forum in Saskatchewan.

53

Moving to engagement, collaboration and partnership

Conscious and thoughtful approach to ensure that involvement and engagement is appropriate and effective for each interaction.

For some, increased numbers of patient family members on a group or committee.

Clarification of roles PFAC member: working with leaders to know why patient family member involved: information, advice, decision making, and what does collaboration mean.

Started an annual interview process with our Council one by one and now moving to a more objective interview process with objective third party.

Orientation to events and SCA: phone call and letter about the engagement required.

Mentoring of members.

Surveys on engagement from patient perspective so we can continually improve.

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Continuous Improvement: Taking stock – Interviews with members

Policy stakeholder

PFAC Policy/Procedure Review Process

Notification of Policy/procedure review which materially influences patient experience submitted to

PFAC Coordinator for inclusion on

PFAC meeting agenda

Draft policy/

Procedure included on PFAC meeting package

Content expert for the policy/ procedure makes presentation at PFAC meeting

Time period for review and feedback

YES

PFAC members send individual feedback to

PFAC Coordinator

PFAC Coordinator &

PFAC Chair summarize comments and submit to content expert

Content expert reviews

PFAC comments as well as those from other SCA stakeholders

Major edits/ changes required?

NO

Edits made and next draft of document re-submitted to

PFAC for subsequent review

PFAC Chair signs

Review and Sign

Off sheet on behalf of PFAC

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Partnership for Patients and Families

57

Success isn’t easy

58

New frontiers

 Patient charter

 Surveys and interviews

 Experience Based Design

 Objective surveys for improvement with PFAC members

 SCA strategic plan 201520: “ How is this plan informed by the principles of Patient and

Family Centered Care, and how are patients, families, and other stakeholders being engaged in the work?

59

Sources of evidence

Quantitative Data:

Published research

IHI, Patient First,

AOPSS,CPAC,

IPFCC, Cancer Care

Ontario. CMA, PRO

Qualitative Data

PFAC comments,

Interviews, Feedback,

Surveys, comment boxes, QCC, staff and physicians

Qualitative Data:

Conferences

EBD

Advocacy groups:

CCAN, STEM, SSCN

PFAC

Collaborative

Voice for change

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Moving from good intentions

 Moving from representation to engagement.

 Listening for what is not being said.

 Development of processes for collaborative work together.

 Determine a reasonable approach for SCA and our work together that moves from “ask” and request to collaboration.

 Defining collaboration and engagement together and roles of each other as we work forward for engagement.

 Leveraging the great work from others.

We invite you to work WITH us as partners as we shape and improve our health system through true engagement with patients and families

Saskatchewan Cancer Agency

Patient and Family Advisory Council

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Questions and Comments

Susan Bazylewski, Vice President Care Services

Saskatchewan Cancer Agency susan.bazylewski@saskcancer.ca

Louise Frederick, Chair – Patient & Family Advisory

Council pfac@saskcancer.ca

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