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Consumer Involvement in Quality Management/Improvement By: Daniel Tietz Program Manager for Consumer Affairs & Daniel Belanger Director, NYS HIV Quality Management Program

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Consumer Involvement inQuality Management/Improvement

By: Daniel TietzProgram Manager for Consumer Affairs

&Daniel Belanger

Director, NYS HIV Quality Management Program

Patient-Centered Care

Consumer AdvocacyC

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y M

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me

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/ Im

pro

vem

en

t

Pa

tien

tS

elf - M

an

ag

em

entEvaluate

Effectiv

eness

Raise Awareness

Provide

Training To

Build

Capacity

Formalize

Input

Provide

Routine Input

Question for Participants

• What is Self-Management?

What is Patient Self-Management?

Self management improves self-efficacy and fosters collaborative goal setting and decision making

between consumers and providers. This relationship allows consumers to monitor and

manage their health. (Bodenheimer, Lorig et al, 2002; Lorig, 2003)

Background: Patient Self-Management

• Most research about self management focuses on arthritis, diabetes, and asthma

• A study from 1993 about arthritis self management found that increased self efficacy lead to better health outcomes

• Key element of the chronic care model

Chronic Care ModelRetrieved on October 9, 2009 from: http://www.improvingchroniccare.org/index.php?p=Health_System&s=20

Self-Management Resources/ToolsResources Tools

Making Sure Your HIV Care is the Best It Can Be Traininghttp://www.nationalqualitycenter.org/index.cfm/5943/13886

Making Sure HIV Patient Self-Management Workshttp://www.nationalqualitycenter.org/index.cfm/5943/16134

Shared decision making toolkitshttp://www.dhmc.org/webpage.cfm?site_id=2&org_id=844&gsec_id=0&sec_id=0&item_id=43192

Workbook on Developing and Evaluating Patient Decision Aidshttp://decisionaid.ohri.ca/docs/develop/Develop_DA.pdf

Tips and resources to help patients become more involved in their health care by asking the right questionshttp://www.ahrq.gov/questionsaretheanswer/

Ottawa Personal Decision Guide- 1 page, 2 pagehttp://decisionaid.ohri.ca/docs/das/OPDG.pdfhttp://decisionaid.ohri.ca/docs/das/OPDG_2pg.pdf

Choosing Health for Life: A Patient Medical Journalhttp://www.nationalqualitycenter.org/index.cfm/5659

My Shared Care Plan- A Health Management Toolhttp://www.ihi.org/IHI/Topics/HIVAIDS/HIVDiseaseGeneral/Tools/My+Shared+Care+Plan.htm

Wallet Sized Appointment Cardhttp://www.ihi.org/NR/rdonlyres/B35A1840-5434-44E8-A0AB-7AB91F3DC22D/358/Tool_WalletSizedApptCard.pdf

Additional Resources

Question for Participants

• What is Patient-Centered Care?

Patient Centered Care

Care that is respectful of and responsive to individual patient preferences, needs, and

values and ensures that patient values guide all clinical decisions. (IOM, 2001)

Aspects of Patient Centered Care• Respect for patients’ values, preferences, and

expressed needs by treating patients as individuals• Collaboration and integration of care • Overcoming the barrier of words in communication• Involvement of family and friends (when appropriate)• Clinical communication/web-based applications for

patients and health care providers• Patient Education• Enhancing physical comfort

(Gerteis et al., 1993)

Examples of Patient Centered Care

• Asking patients, "Do you have any questions that I have not covered today?" This often leads to additional concerns that can be addressed in the visit.

• “Pod” station design: At the center of each pod is a workstation where nurses and medical assistants have their desks. Around the perimeter of the square are countertops and spaces for specific tasks such as taking weights and eye exams. The pod structure was created to enhance both communication and efficiency among staff. The design encourages interaction between clinicians and ancillary staff, such as impromptu consultations or follow-up with patients. At the end of the day physicians and staff from the same pod meet to discuss the day and identify strategies to address any problems.

Case Studies by Dale Shaller and Susan Edgman-Levitan for Commonwealth Fund

Examples of Patient Centered Care“Pod” station design

Consumer Involvement in Quality Management/Improvement

• Quality improvement (QI) models used in health care were created for the automotive industry

• Critical dimension of QI is determining consumer needs as well as developing products and services that meet and exceed customer expectations.

• Adapted for use in health care settings, although many medical

disciplines are still grappling with how and to what extent they should involve consumers

Group Activity 1Barriers to Consumer Involvement in QM/QI

• Have all participants count off by 5’s• Each group chooses a leader• Each group chooses a facilitator (can be same as the

group leader), recorder and someone to report back • Each group will spend 10 minutes brainstorming

barriers to consumer involvement in QM/QI• Each group will report back on barriers identified• Please stay in groups for the remainder of the

training!

Two Dimensions of Quality

Technical Quality

Provider Perceptions of Quality of HIV Care

Experiential QualityPatient Perceptions of Quality of HIV Care

Leonard Berry, Texas A&M University, IHI conference (2001)

Technical & Experiential

Group Activity 2

• Each group should brainstorm 3 technical and 3 experiential areas for improvement

• Each group should agree by consensus and prioritize the TOP area for improvement to focus on (it can be either a technical or experiential area for improvement)

Conceptual frameworkPLWHA involvement in QM/QI

• Defines the ways to FORMALLY involve PLWHA in HIV facility-wide QI activities and the mechanisms during each stage of the QI process

Framework for

PLWHA involvementIn QM/QI

Routinely solicit PLWHA input from

”broadest”recipients receiving

HIV PC services

Routinely informPLWHA ofevolving

QI activities via multiple

communication venues/medium

Annually assess programmatic level

of PLWHA involvement

throughout theHIV Program

Formalize activePLWHA involvement

onInternal QM teams

and support them in this process

Ensure discussionsabout “Quality”

are includedduring all

CAB meetings

Group Activity 3

• From the previous group activity, each group should use top priority area agreed upon for improvement from Group Activity 2

• Develop a “Plan” to involve consumers that your group is assigned from Framework for PLWHA involvement in QM/QI– Group 1: Routinely solicits PLWHA input from “broadest” recipients

receiving HIV PC services– Group 2: Ensures discussions about “Quality” are included during all CAB

meetings– Group 3: Formalizes active PLWHA involvement on Internal QM teams and

support them in this process– Group 4: Routinely informs PLWHA of evolving QI activities via multiple

communication venues/medium – Group 5: Annually assesses programmatic level of PLWHA involvement

throughout the HIV Program

• Each group will report back to the larger group on the “ Plan” developed

PLWHA Involvement in QM/QI

• Routinely solicit PLWHA input from “broadest” recipients receiving HIV primary care services: - Conduct satisfaction surveys, focus groups, or

patient interviews to gather ideas for improvement from the consumer perspective

- Clearly define and prioritize ideas for improvement and share with staff for feedback

PLWHA Involvement

• Ensure that discussions about “Quality” are included during all CAB meetings:- When appropriate, form a CAB and engage in planning

discussions about QI goals/objectives/activities, methods used for data collection, performance measures and areas identified that need to be improved

- Routinely present HIV clinical performance data results to consumers and explain/discuss routine data reports with to solicit PLWHA recommendations when planning (ex: PDSA cycles, fishbone diagrams, etc.) next steps

PLWHA Involvement in QM/QI

• Formalize active PLWHA involvement on Internal QM teams and support them in this process:- Nominate and appoint appropriate consumers as equal members on QI teams to identify and improve aspects of HIV care- Develop skills-building and training opportunities for

consumers so they can fully participate in agency-wide HIV QM committees and QI teams

- Build further understanding among HIV staff about the benefits of engaging consumers in QI activities- Discuss key findings during QM team meetings- Link QI activities of the HIV QM team to CAC discussions

PLWHA Involvement in QM/QI

• Routinely inform PLWHA of evolving QI activities via multiple communication venues/medium:- Openly share the results of QI activities, including performance data results and updates from quality improvement projects, with all patients via displays in the waiting room, storyboards, or newsletters- Inform consumers about facility-wide QI activities and in doing so, highlight their role in improving key aspects of HIV care- Celebrate and publicize the successes of consumer involvement in QI activities among patients and staff

PLWHA Involvement in QM/QI

• Annually assess the programmatic level of PLWHA involvement throughout the HIV Program:

- Develop and/or adopt a standardized assessment tool to evaluate the level and effectiveness of consumer involvement

- Conduct assessment annually and discuss the results with the QM team/committee

- Respond to the findings and make adjustments moving forward

Thank You!

• Contact Information:– Dan Tietz: [email protected]– Dan Belanger: [email protected]