evidence-based depression care management: healthy ideas prevention research centers (prc)-healthy...
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Evidence-Based Depression Care Evidence-Based Depression Care Management: Management: Healthy IDEASHealthy IDEAS
Prevention Research Centers (PRC)-Healthy Prevention Research Centers (PRC)-Healthy Aging Research Aging Research
Network (HAN) Webinar SeriesNetwork (HAN) Webinar Series
Nancy L. Wilson, M.A., LCSW
Sharon Foerster, LCSW
Pat Gleason-Wynn, PhD, LCSW, BSN, RN
October 29, 2008 3:00-4:30 EST
Moderated By: Alixe McNeillModerated By: Alixe McNeill
Prevention Research Centers-Prevention Research Centers-Healthy Aging Research NetworkHealthy Aging Research Network
http://www.prc-han.org/
Retirement Research FoundationRetirement Research Foundationhttp://www.rrf.org/
National Council on AgingNational Council on Aginghttp://ncoa.org/index.cfm
Sponsors
Presentation Objectives
Describe origins and key components of Healthy IDEAS
Present program outcomes Discuss steps in implementation
process including key partnerships, funding streams, resources needed
Highlight challenges and lessons from program delivery in two states
HEALTHY IDEASIdentifyingDepression Empowering Activities for Seniors
Accomplished through Partnerships
Program Leadership: Care for Elders and Baylor +80 member Houston-based partnership committed to
creating solutions to increase access to services, improve quality and enhance life for older adults and caregivers
www.careforelders.org Funders: John A. Hartford Foundation, Administration on
Aging, Robert Wood Johnson, SAMHSA Policy Leadership: AoA , National Council on Aging Academic Expertise: Baylor College of Medicine and
Michael E. DeBakey Veterans Affairs Medical Center Community Aging and Mental Health Providers Elders and family caregivers
Depression is Common, Disabling & Deadly
Depression is a recurring, chronic illness Older adults are often under-recognized &
under-treated; great disparities Highest rate of successful suicides Identification of depression is not sufficient Effective methods to identify, evaluate,&
treat depression and improve quality of life are available
Barriers to Addressing Depression in Older Adults
Client Barriers Stigma – “I’m not crazy! I’m not a weak person” Lack of knowledge- “ It’s just my diabetes or being old” “
What will this pill do?” Provider Barriers
Lack of knowledge and skills Primary Care faces many competing demands Scarcity of mental health professionals
System Barriers How can we get care to the person or the person to
care?” Financing of services is limited and in silos
What is Healthy IDEAS?
An evidence-based community depression program designed to detect and reduce the severity of depressive symptoms in older adults with chronic health conditions and functional limitations through existing community based case management services.
Healthy IDEASHealthy IDEAS (IIdentifying DDepression, EEmpowering AActivities for SSeniors)
To reach the intended population of frail, high-risk, diverse older adults, often overlooked and under-treated.
To train agency staff to provide and deliver an evidence-based intervention for depression to older adults
To improve the linkage between community aging service providers and health care professionals through appropriate referrals, better communication & effective partnerships.
To insure systematic identification of depression and action through attention to depression screening
embedded into routine case management services.
Program Goals
Evidence for Healthy IDEAS Components
IMPACT AND PEARLS offered the “care management road map “ and evidence for in-home approach
Screening and Assessment: Early recognition of depression facilitates treatment and can be done by non-professionals using valid tools. (Whooley et al. 1997, Sheikh & Yesavage, 1986, Williams et al. 2002.)
Education, Linkage, and Self-management Support: (Unützer et al.,2002 and Hunkeler et al., 2000.)
Behavioral Activation: Helping clients “activate” to increase behaviors that fit with life goals and produce rewards will help decrease depressive symptoms. (Hopko et al.,2003,, Jacobson et al., 2000.)
Systematic Follow-up and Assessment of depressive symptoms
Target Population
Underserved Populations Ethnically diverse and socio-economically diverse
populations of older adults who are at high risk for depressive symptoms and living in the community.
Inclusion Criteria: 60+ Currently enrolled in a care or case
management program Cognitive ability to participate Able to communicate verbally
Program Design
Embedded in case management programs. Conducted in the client’s home on a one-to-one
basis by case managers over a 3-6 month period. Utilizes existing staff with established relationships
with targeted participants. A manual outlines the steps and includes written
worksheets, client handouts, and forms to support and document the process and client outcomes.
Partner with health/mental health care providers to facilitate referral and uses community partnership approach for training, evaluation & fidelity.
Core Program Components
Screening for symptoms of depression & assessing severity Two-question screen & standardized assessment
15 item Geriatric Depression Scale (GDS) or PHQ-9 Educating older adults & family caregivers about
depression & effective treatment: including self-care & medication.
Referral, linkage & follow-up for older adults with untreated depression to health or mental health providers.
Behavioral Activation (BA) empowering older adults to manage their depressive symptoms by engaging in meaningful, positive activities.
Behavioral Model of Depression
Lowered Mood
Decreased Activity
Decreased Pleasant Activities
Depression results in behaviors that limit positive outcomes
→ reduced pleasure, reduced accomplishment
Behavioral Activation
Rewarding Activities
Improved Mood
Decreased Depressive Symptoms
Improve mood by: Increasing frequency of behaviors that lead to positive outcomes Doing activities that “feel good” or are pleasurable or reduce stress (may involve a task, something social or an activity)
New or Existing Agency Client
Depression Screening Administered
Two Questions Positive Screen Negative Screen
Geriatric Depression Scale (15 item) Administered
Severe Depression
Mild/Moderate Depression
No Depression
Education OfferedReferral to MD
or MH specialist Behavioral Activation Offered
Client Intervention Flowchart
Evaluation Design
Pre-postPre-post impact evaluation data collected. Measures were embedded into agency assessment
& care plan review forms. Data collection occurs according to the routine routine
timeline for case managementtimeline for case management: Baseline, 3 months, 6 months, and for some clients 9 months assessment.
Outcomes address: Depression, pain, social function, social and physical
activity levels, education/knowledge, service use Measured client satisfactionclient satisfaction via telephone
interviews.
Client Demographic Profile
Clients Screened (n=327) GDS Positive Clients (n=94)
Mean Age**** 75.9 years old (SD=9.5) 72.5 years old (SD=9.4) Gender 76% female 80% femaleRace/Ethnicity**** Hispanic: 28%
African American: 43% Caucasian: 27% Other: 2%
Hispanic: 44% African American: 20% Caucasian: 34% Other: 2%
Cognitive Errors 1.4 (SD = 1.4) 1.6 (SD = 1.5)Living Alone 67% 65%Mean Income** $789/month $846/monthEducation 6 years or less: 24%
7–12 years: 55%13+ years: 21%
6 years or less: 23% 7–12 years: 50%13+ years: 27%
Comorbidities*** 3.1 (SD = 1.7) 3.6 (SD = 1.8)3+ IADL Limitations*** 59% 48%*p≤.05, **p≤01, ***p≤.001, ****p≤.0001
Delivery Experience and Outcomes
Older adults vary in their “readiness” to address depression
Most elders prefer treatment through primary care; others accept mental health services
Increased participation in BA associated with better outcomes
Medication Use is common, yet not always effective
Reduction in depression severity Reduction of self-reported pain Increased knowledge of how to get help for
depression. Increased level of activity knowledge of how to manage
depressive symptoms.
Client Impact
GDS Outcomes (15 item scale)(15 item scale)
9
65.5
0
1
2
3
4
5
6
7
8
9
Baseline 3 months 6 months
Scores at 3 and 6 months differ from baseline at p < .0001
Clients Reporting Pain
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
Baseline 6 months
None-MildModerate-SevereSevere-Very Severe
Scores comparing Baseline to 6 months differ at p < .005
Healthy IDEAS Implementation Process : Activities and Resources
Agencies or Community Partnerships need: Dedicated program leadership Mental/Behavioral Health Expertise for Training/Coaching Effective Linkage and Communication systems with
Treatment Providers Practitioners who can incorporate components into their
existing case management routine with older adults/caregivers
System for collecting and monitoring depression and other relevant outcome data
Challenges Stigma – among clients and providers Reluctance to change – Clients and staff
both have to learn new behaviors Resources - Affordable mental health
diagnostic or treatment services Time required for the intervention – in the
face of competing demands Commitment – at the agency level to
addressing depression and supporting a change process.
The Maine Experience
Sharon Foerster, LCSW
Director, Elder Independence of Maine
Webinar – October 29, 2008
Why replicate Healthy IDEAS?
Need and Opportunity EIM Home Care Coordination Agency
Case management (telephone and face to face) Serve consumers throughout the state Community-based population (HCB Waiver services) –
Identify a specific population and specific Care Managers Significant functional limitations
Consumer Need had previously been identified 60% with mental health diagnosis
HI a good match Depression focus Case management relationship with home visits/Fidelity
History and Current Status
Leadership began exploration and planning in April 2007 Fifteen (18) Staff (case managers, supervisors, managers)
trained how to deliver intervention in October 2007 CM Staff (RNs and LSWs) began screenings in November
2007 (pilot first in Oct 07) 343 population of HCB older adult consumers 102 not approached
cognitive level, non-communicative, GDS not available in primary language (Somali)
191 screened between November 2007 and April 2007 GDS two question screen 80 screened in (GDS positive) (42%)
What it took to make it work…
Leadership Started at leadership – buy-in Commitment at all levels of agency administration
necessary Staff champions Community Partners
Outside people bring another level of credibility “proof” it had been successfully done before
Dedicated Staff Tools to follow
Curriculum Model tool also developed by staff: crucial for data collection,
ease anxiety
What it took to make it work …
Organizational Commitment Especially if a role change
Leadership, Readiness for Change Champions!
Staff Preparation and Planning Communication, training, break down own
biases, belief, identify barriers Belief!
Staff Preparation, Planning & Support Trainings Provided
Change Process Acknowledged barriers to change/concerns Encouraged problem-solving
Depression in Older Adults Role clarification crucial, confronted own biases
Geriatric Depression Scale (GDS) Practice, practice, practice
Healthy IDEAS Model Finally – they can practice the model!
Ongoing Consultant once screenings began Motivational Interviewing Techniques/Timing
Grant monies used mainly for all above
What it took to make it work …
Characteristics of Clients with positive GDS scores (N=80)
Of the 80 who screened in: 74% female 98% Caucasian 82% high school grad or less 65% receiving treatment for depression 41% in category of severe score on the GDS
(GDS score greater than 10) Mean Age = 70 years
Consumers Who Screened in
Eighty (80) screened in Forty-three (43), 54%, had GDS Score of 6 or
above and eligible for the Behavioral Activation
24 (56%) agreed to do the BA intervention 23 (53%) had a referral to physician or mental
health counselor
“Lessons Learned”
Perfection not the Goal Redefines type of pressure/learning curve
Learning is the Goal demonstration grant/reminders/new skills
Communication Adequate Support needed/no additional staff but still
need time & resources Motivational Interviewing great addition/timing “Therapy” not always “the” answer
Prevention/health promotion, self-management aspect to depression, connection of mood to activities
Consumer Outcomes 81 yr old female with significant arthritis, anemia, renal
insufficiency, and long standing history of depression. Family members report she would “often be snippy” with them.
Scored a 12 on GDS (out of 15), moderate to severe cons was willing to do HI Behavioral Activation to improve
her mood. Chose activities and work with physician Effects on family dynamics Reported Outcome: She reported that she was doing much
better with interactions with family and enjoying more quality time with them. She also was getting out more.
6 month GDS score was 7
77 year old with history of stroke. No use of one side of her body, transfers via hoyer lift.
Family reported she was not motivated to do anything. When approached with HI and discussion of mood,
consumer feared NF placement. Scored 9 on GDS and after much discussion (use of
MI), agreed to participate in HI Behavioral Activation. Family was supportive and helped her to work on her
goals. Chose activities enjoyed previous to the stroke, but
given up Knit caps, puzzles, look at her garden
6 month GDS score was 6
Consumer Outcomes
Consumer Outcomes – CM Impact
77 y/o man recent stroke Scored in and chose to try Behavioral
Activation Chose goal of wife reading aloud to him Case Manager thought this goal was “too
passive” and would not make a true difference Hindsight: understood how goal was
meaningful
The BIG Success
Staff Role Change Shift to mental health focus Greater awareness of depression in older adults Depression “OK” to talk about, “I think about
consumers differently” Staff developed the tool for organizing the work
(from the HI training module) Positive Outcomes basis for Policy Change: Need
to embed EBP into waiver programs, added value in payment structure for this case management model
Big Success (Cont’d.)
Consumer depression signs addressed Staff: More than therapy and medication as
intervention Consumers: learn self-management along with other
resources Family Members grateful “System:” Prevention is key HI EBP is “marriage” of science and service: staff see
improvement
Contact Information
Sharon Foerster, L.C.S.W. Director, Elder Independence of Maine
A division of SeniorsPlus, Area Agency on Aging [email protected] 207-795-7213 P.O. Box 659, Lewiston, ME 04243
Healthy IDEAS In Fort Worth
Pat Gleason-Wynn, PhD, LCSW, BSN, RN
Healthy IDEAS Team Leader
Area Agency on Aging of Tarrant County
Webinar – October 29, 2008
Healthy IDEAS (HI)
Initiative of the Area Agency on Aging (AAA) and United Way of Tarrant County, Texas
Located in Fort Worth, Texas; Tarrant County; North Central Texas Total County Population: about 1.7 million Population age 60 and over: over 200,000 “Great Place to Grow Old”
Decision to Implement
High prevalence of isolated older adults with depressive symptoms
HI is an evidence-based program focusing on depression & older adults, with demonstrated effectiveness
Infrastructure present in Tarrant County to implement the program among existing case management services; high collaboration
Stage 1: Pilot Project
March to September 2008 Funding Stream: In-kind
Contributions (Time & Materials) Agencies: AAA, Catholic Charities,
Meals on Wheels, MHMR, and MHA My roles: Trainer, Coach, Organizer
Pilot Project
Agencies: AAA, Catholic Charities, Meals on Wheels, MHMR, and MHA
Training: 12 hours 22 professionals including
administrators, students from agencies [outcome: 7 active case managers]
2 “booster” meetings – May, September – 2 hours
Stage 2: Implementation
October 1, 2008 – Current Stage Agencies: AAA, Catholic Charities, Meals
on Wheels, Senior Citizen Service Funding Stream: Title III B, Older
Americans Act Role Changes – still Trainer, Coach
AAA has assumed role of coordinator/organizer for the 5 agencies
Implementation
Agencies: AAA, Catholic Charities, Meals on Wheels, Senior Citizen Service
Training: 8 hours 17 professionals including administrators and
students [outcome: 13 active case managers] Booster Meeting scheduled for December
Implementation: Case Managers
20 case managers actively involved 50% have social work degrees, remaining
have degrees in related fields Wide variance of experience: 3 wks to 16
years 4 different agencies involved with 2 other
agencies serving as resources
Pilot Project Outcomes:Demographics
Clients Screened (n=107)
GDS Positive Clients (n=22)
Mean Age 74.3 years 74.2 yearsGender 58% Female
n=6259% Female n=13
Race/Ethnicity
Hispanic: 6.5% (n=7) African American: 30.4% (n=33) Caucasian: 62.6% (n=67)
Hispanic: 9% (n=2) African American: 18% (n=4) Caucasian: 72.7% (n=16)
Examples-Behavioral Activation
Go outside on scooter, 15-30 minutes daily Pick one and go with wife: doctor appt, store,
restaurant Visit with selected neighbor, 1 x wk Work on puzzles, 3 x wk for 30 minutes Walking with Walking Club, Walk daily Go to Senior Center Compile photo albums Tending to plants Writing in journal
Pilot Project Outcomes:Results
Of the 22 clients with a GDS score of 5 or higher: 18 clients agreed to participate in Behavioral
Activation 90-day Follow-up Results:
12 had decrease in GDS scores by 1-3 points 3 clients maintained 2 unable to obtain scores 1 caregiver showed an increase
Story of Mr. M
Mr. M: Initial Visit 78 year old, Hispanic male, dx: Leukemia GDS: 10/15, with severe pain score Receptive to HI, and Behavior Activation Wife receiving Caregiver Counseling AAA
Mr. M: 90-day Follow-up GDS: 8/15, with very severe pain score
Lessons Learned
HI is effective modality – it WORKS! Program can be implemented across
agencies, unified funding stream Frequent contact (email, phone, booster
meetings) between coordinator and case managers important
Future Plans
Plan to continue Healthy IDEAS; and, anticipate serving at least 350 clients this fiscal year
Implement User Group on Google for discussion and idea sharing among case managers
“Booster” meeting is scheduled for December 4 for all active case managers
For More Information …
Quijano, L.M., Stanley, M.A., Petersen, N.J., Casado, B.L., Steinberg, E.H., Cully, J.A., Wilson, N.L. Healthy IDEAS: A depression intervention delivered by community-based case managers serving older adults. (2007) Journal of Applied Gerontology 26:139-156.
Casado, B. L., Quijano, L.M., Stanley, M.A., Cully, J.A., Steinberg, E.H., Wilson, N.L Healthy IDEAS: Implementation of A Depression Program Through Community-Based Case Management. (in press) The Gerontologist.
Replication report: NCOA-Center for Healthy Aging website http://www.healthyagingprograms.org
Care for Elders: www.careforelders.org/healthyideas
Dissemination: www.careforelders.org/healthyideas
States Arizona Georgia Maryland Maine Michigan New Jersey Ohio Texas Vermont
Organizations Area Agency on Aging case management programs
Local non-profit social service agencies
Behavioral health provider agencies
Caregiver support programsContact: [email protected]
Questions & Answers
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