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ADVANCING EXCELLENCE IN PATIENT-CENTERED CARE

    THROUGH EDUCATION, RESEARCH AND THE

  DISSEMINATION OF BEST PRACTICES STRATEGIES




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About us
2 011- 2 01 2         Ann ual         Report



ABOUT PICKER INSTITUTE

Picker Institute is an independent nonprofit organization dedicated to promoting the advancement of patient-centered
care to improve the patient and family experience with the healthcare system, and to assuring that all aspects of the
patient experience will be Always EventsSM that happen for every patient every time.

Picker Institute furthers this goal through support to education, matching grant programs, research in acute and long-
term care, publications on patient-centered care, partnerships with other like-minded organizations and the annual
Picker Awards. Coupled with a strong commitment and an open mind, these have resulted in a diverse and deep range
of projects that have made major contributions to the challenge of making quality healthcare available to everyone at a
reasonable cost.




                                                     CoNtENts
                                                                                                          About uS        2

                                                                                                         ContEntS         2

                                                              A LEttEr froM thE ExECutIvE DIrECtor AnD                    3
                                                                                  thE ChAIrMAn of thE boArD

                                                                                         thE PICkEr PrInCIPLES            4–5

                                                                      thE PICkEr AwArDS for ExCELLEnCE ¼                  6–7

                                                                                                 ALwAyS EvEntS SM         8–9

                                                                                     PICkEr rESEArCh AgEnDA               10–12

                                                                                                        EDuCAtIon         13

                                                            ConvErSAtIonS wIth LEADErS In thE fIELD of                    14–17
                                                                                        PAtIEnt-CEntErED CArE

                                                                                          fInAnCIAL hIghLIghtS            18

                                                                                           boArD of DIrECtorS             19




2                           for more information, please visit us at
opEN LEttEr
2 0 0 9 - 2 010        Pic ker         Report




to our friends—

the man who died of pneumonia after a long and misdiagnosed illness in a new
york hospital at the age of 74 in May 2008 was not just anyone. the scion of a
family that could trace its roots back to the founders of this country on both sides
of the tree, he was a broadly accomplished man in his own right. Educated at the
best schools in the united States and abroad, he made a very distinguished name
for himself in journalism, publishing and public television. nor did he rest on these
laurels. he went on to become the president of a well-known college and a very
active supporter of innovations in modern telecommunications.

the man whose dying wife asked him “why does it have to be this way?” when the
drug that could have eased her painful spasms of coughing was not forthcoming
was not just anyone either. the dean of the school of public health at a celebrated
university and a prominent researcher in the fields of AIDS and heart disease, he
was on a first-name basis with many of the first names in healthcare and a second-
name basis with most of the rest of the healthcare community.

nor was the 57-year-old woman who died of undetected kidney failure at a
                                                                                           J. MArk wAxMAn, ESQ.
medium-sized hospital in Chicago just anyone. Laid off as a teacher of at-risk
                                                                                             Chairman of the Board
children in elementary school, and consequently without health insurance and a
primary-care physician, she put off seeking medical attention for her escalating
abdominal pain for as long as she could. when she finally went to the emergency
room, it was too late. but she was a wife and a mother. She loved teaching. She
read avidly, and gardening in the small plot behind her house in one of the city’s
suburbs was her passion. there is no question that had she had insurance she
would have addressed her health issues much more quickly and lived to return to all
the things she loved instead of slipping through the cracks and dying.

how did these people become the accidental victims of a healthcare system
that loudly claims to be the best in the world? what does this say for our current
healthcare system? how is this challenge to be addressed?

At Picker Institute, we believe that everyone deserves an optimal healthcare system,
regardless of means or status. for us, the healthcare debate that is playing out all
over our media is irrelevant. healthcare does not belong to one or another political
party; it is in and of itself an end, a necessity of life every bit as important as food    LuCILE o. hAnSCoM
and shelter. we don’t care if healthcare services are delivered by the state, the              Executive Director
federal government or a private entity, as long as they at all times measure up
to a standard of excellence that is well within reach in this country but too often
overlooked in the polarized flurry of threats and accusations that, unfortunately,
have come to stand for dialogue in this vital realm of human activity.

the guiding principle at Picker
Institute is that the patient’s
perspective must be central
to the design and delivery of
the optimal healthcare system.
Quality healthcare without
patient-centeredness is not             J. Mark waxman, Esq.       Lucile o. hanscom
quality healthcare.                     Chairman of the board      Executive Director




                                         www.pickerinstitute.org                                                     3
prINCIpLEs
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                                           THE PICkER PRINCIPLES
                                           we believe that all patients deserve high-quality
                                           healthcare, and that patients’ views and experiences are
                                           integral to reaching that goal. Quality care without patient-
                                           centeredness is not quality care. The principles of
                                           patient-centered care are:

                                           Respect for patients’ values, preferences and
                                           expressed needs
                                           Patients want to be kept informed regarding their medical condition
                                           and involved in decision-making. Patients indicate that they want
                                           hospital staff to recognize and treat them in an atmosphere that is
                                           focused on the patient as an individual with a presenting medical
                                           condition.

                                           ‱	 Illness and medical treatment may have an impact on quality of
                                              life. Care should be provided in an atmosphere that is respectful
                                              of the individual patient and focused on quality-of-life issues.
                                           ‱	 Informed and shared decision-making is a central component of
                                              patient-centered care.
                                           ‱	 Provide the patient with dignity, respect and sensitivity to his/her
                                              cultural values.



                                           Coordination and integration of care
                                           Patients, in focus groups, expressed feeling vulnerable and
                                           powerless in the face of illness. Proper coordination of care can
                                           ease those feelings. Patients identified three areas in which care
                                           coordination can reduce feelings of vulnerability:

                                           ‱	 Coordination and integration of clinical care
                                           ‱	 Coordination and integration of ancillary and support services
                                           ‱	 Coordination and integration of front-line patient care


                                           Information, communication and education
                                           Patients often express the fear that information is being withheld from them and
                                           that they are not being completely informed about their condition or prognosis.




4                        for more information, please visit us at
based on patient interviews, hospitals can focus on three          ‱	 Accommodation, by clinicians and caregivers, of family and
kinds of communication to reduce these fears:                           friends on whom the patient relies for social and emotional
                                                                        support
‱	 Information on clinical status, progress and prognosis
                                                                   ‱	 respect for and recognition of the patient “advocate’s” role
‱	 Information on processes of care
                                                                        in decision-making
‱	 Information and education to facilitate autonomy, self-care
                                                                   ‱	 Support for family members as caregivers
   and health promotion
                                                                   ‱	 recognition of the needs of family and friends

Physical comfort
                                                                   Continuity and transition
the level of physical comfort patients report has a
                                                                   Patients often express considerable anxiety about their ability
tremendous impact on their experience. from the patient’s
                                                                   to care for themselves after discharge. Meeting patient needs
perspective, physical care that comforts patients, especially
                                                                   in this area requires staff to:
when they are acutely ill, is one of the most elemental services
that caregivers can provide. three areas were reported as          ‱	 Provide understandable, detailed information regarding
particularly important to patients:                                     medications, physical limitations, dietary needs, etc.
                                                                   ‱	 Coordinate and plan ongoing treatment and services after
‱	 Pain management
                                                                        discharge and ensure that patients and family understand
‱	 Assistance with activities and daily living needs
                                                                        this information
‱	 hospital surroundings and environment kept in focus,
                                                                   ‱	 Provide information regarding access to clinical, social,
   including ensuring that the patient’s needs for privacy are
                                                                        physical and financial support on a continuing basis
   accommodated and that patient areas are kept clean and
   comfortable, with appropriate accessibility for visits by
   family and friends.                                             Access to care
                                                                   Patients must know they can access care when it is needed.
Emotional support and alleviation of fear                          Attention must also be given to time spent waiting for
and anxiety                                                        admission or time between admission and allocation to a bed
                                                                   in a ward. Focusing mainly on ambulatory care, the following
fear and anxiety associated with illness can be as debilitating
                                                                   areas were of importance to the patient:
as the physical effects. Caregivers should pay particular
attention to:                                                      ‱	 Access to the location of hospitals, clinics and physician
                                                                        offices
‱	 Anxiety over clinical status, treatment and prognosis
                                                                   ‱	   Availability of transportation
‱	 Anxiety over the impact of the illness on themselves and
                                                                   ‱	   Ease of scheduling appointments
   family
                                                                   ‱	   Availability of appointments when needed
‱	 Anxiety over the financial impact of illness
                                                                   ‱	   Accessibility to specialists or specialty services when a
                                                                        referral is made
Involvement of family and friends                                  ‱	 Clear instructions provided on when and how to get
Patients continually addressed the role of family and friends           referrals
in the patient experience, often expressing concern about the
impact illness has on family and friends. these principles of
patient-centered care were identified as follows:




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pICkEr AwArds
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                                             THE PICkER AwARDS FOR EXCELLENCEÂź
                                             IN THE ADVANCEMENT OF
                                             PATIENT-CENTERED CARE
                                             the identification and promotion of “best practices” that lead to the
                                             advancement of patient-centered care is an important element in Picker
                                             Institute’s mission. one method of promoting best practices is the recognition
                                             of professionals in the field whose work best exemplifies the Institute’s goals
                                             and philosophy.

                                             the Picker Awards for ExcellenceÂź and the Picker Awards and Education
                                             Program were established in 2003 as an educational component of improving
                                             patient-centered care. “our mission is to make the patient’s experience,
                                             whether in a hospital or a doctor’s office, a better one,” said harvey Picker, the
                                             founder of Picker Institute. “the Picker Awards are intended to honor people
                                             and organizations who have made significant contributions to achieving this
                                             goal, and to highlight them as role models for others in the healthcare field.”



“The very act of being nominated             2010 PICKER AWARDS
 for an annual Picker Institute                 Paul D. Cleary, PhD
 award demonstrates your                        Dean, yale School of Public health
 commitment to improve the lives
 of patients by making interaction              Atul Gawande, MD, MPH
 with the healthcare system less                general surgeon and author
 stressful and more comfortable.                Arnold P. Gold, MD
 The honor of winning will inspire              founder, Arnold P. gold foundation
 others to do the same.”
                                                Karen C. Schoeneman, MPA
                     gail L. warden, MhA        Deputy Director, nursing home Division, CMS
                       President Emeritus
               henry ford health System
       Picker Institute board of Directors




   2010 Picker Award winner Dr. Atul
   Gawande and Picker Institute board
   member Dr. Stephen Schoenbaum               2010 Picker Award winners Paul Cleary, Ph.D., Dr. Arnold P. Gold and Dr. Atul Gawande




   6                                for more information, please visit us at
2010 Picker Award Winner Paul Cleary, Ph.D.,   2010 Picker Award winners Dr. Atul Gawande
                                   and board member Gail Warden                   and Dr. Arnold Gold




PAST PICKER AWARD WINNERS

 2009
 Margaret E. O’Kane, President, national Committee for Quality Assurance
 Institute for Patient- and Family-Centered Care
 Dr. Bill Thomas

 2008
 James B. Conway, Senior vice President, Institute for healthcare Improvement
 Cincinnati Children’s Hospital Medical Center
 The MedCom Danish Health Data Network

 2007
 Edward H. Wagner, MD, MPh, Director, MacColl Institute for healthcare
   Improvement
 Pioneer Network
 Agency for Healthcare Research and Quality                                       Executive Director Lucile O. Hansom and 2010
                                                                                  Picker Award winner Karen Schoeneman
 2006
 Prof. Sir Liam Donaldson, Chief Medical officer, uk Department of health
 Planetree
 Karen Davis, President, the Commonwealth fund

 2005
 Albert G. Mulley, Jr., DMSc, MD, and John E. Wennberg, MD, MPh
   Cofounders, foundation for Informed Medical Decision Making
 Integrated Healthcare Association
 Initiativkreis Ruhrgebeit

 2004
 Sir Donald Irvine, MD, frCgP, frCP, fMedSci, Chairman, Picker Europe

 2003                                                                             Dr. Arnold P. Gold and Picker Institute board chairman
                                                                                  J. Mark Waxman
 Margaret Mahoney, Past President, the Commonwealth fund




                                           www.pickerinstitute.org                                                                         7
ALwAYs EVENtsℱ
2 011- 2 01 2           Ann ual            Report


    OvERvIEW                                                                       ‱ Care transitions: Patients need an appropriate level of
    Picker Institute is dedicated to enhancing the delivery of patient-            communication when moving from one provider or healthcare setting
    and family-centered care throughout the u.S. healthcare system. In             to another (for example, from primary care doctor to specialist, from
    furtherance of this mission, Picker Institute has adopted an organizing        hospital to home, long-term care or rehabilitation facility and from
    principle focused on the concept of Always EventsSM /Always                    emergency department to inpatient unit).
    ExperiencesSM. Always Events are defined as “those aspects of the
    patient and family experience that should always occur when patients           COLLABORATIvE LEARNING NETWORK
    interact with healthcare professionals and the healthcare delivery             As the demonstration projects are developed, Picker will support a
    system.”                                                                       collaborative exchange of information among the project teams through
                                                                                   periodic conference calls, bimonthly webinars and e-mail blogs. this
    Picker Institute’s Always EventsSM Challenge grant Program provides            learning network will be a source of tools and strategies for achieving
    matching grants of up to $50,000 each to support the development and           the selected Always Events.
    implementation of innovative projects that demonstrate how the Always
    Events concept can be implemented in practice. the projects are                Picker will also support the development of key messages and media
    intended to produce strategies, programs and processes for achieving           tools, including establishing a presence in online social media networks,
    selected Always Events that can be replicated across a variety of              to provide communications support for the demonstration projects.
    healthcare delivery settings and thus contribute to widespread and
    measurable improvements in patient- and family-centered care.                  BEST PRACTICES COMPENDIUM OF TOOLS & STRATEGIES
                                                                                   At the conclusion of the one-year program, Picker will produce a com-
    GUIDING THEMES                                                                 pendium of lessons learned and tools and strategies derived directly
    based on input from patients, families and frontline caregivers, Picker        from the research projects to promote and achieve the specific Always
    has identified two key areas of focus for Always Events:                       Events selected for focus in the demonstration projects and to generate
                                                                                   replicable models for adoption and use by other on a national scale.
    ‱ Communication: the interactions and exchange of information
    between patients and providers, as well as among the team of
    providers responsible for a patient’s care, must involve the patient in an
    appropriate, patient-centered way; and




                                           ALWAyS EvENTS RESEARCH AGENDA      SM




    AMERICAN ACADEMy OF PEDIATRICS                                                 NORTHEAST vALLEy HEALTH CORPORATION
      Project: “family feedback—Always! (ffA)”                                       Project: “team up for health”
    ANNE ARUNDEL HEALTH SySTEM                                                     PLANETREE/GRIFFIN HOSPITAL
      Project: “the SMArt Discharge Protocol”                                        Project: “Same Page transitional Care:
    CLEvELAND CLINIC                                                                 Creating a template for optimal transitions”
      Project: “unmet Expectations regarding ICu                                   QUALITy PARTNERS OF RHODE ISLAND
      Patient outcomes: Identification and                                           Project: “Enhancing Medication Safety
      Management of At-risk families”                                                through Picturerx”
    DARTMOUTH-HITCHCOCK MEDICAL CENTER                                             SAINT JOSEPH HOSPITAL FOUNDATION
      Project: “Implementation of a Set of                                           Project: “Comfort and Pain relief Menu”
      Always Events that will Increase Communication”                              ST. JUDE CHILDREN’S RESEARCH HOSPITAL
    HEALTH CARE FOR ALL                                                              Project: “Parent Mentor Program”
      Project: “Patients and families                                              UNIvERSITy OF CALIFORNIA–SAN FRANCISCO MEDICAL CENTER
      Improving hospital Discharge”                                                  Project: “Improving Patient- and family-Centered
    INOvA HEALTH SySTEM                                                              Care for hospitalized Persons with Dementia”
      Project: “Developing a Patient-Centered                                      UNIvERSITy OF MINNESOTA AMPLATz CHILDREN’S HOSPITAL
      Approach to handoffs”                                                          Project: “MyStory”
    IOWA HEALTH SySTEM                                                             UNIvERSITy OF PITTSBURGH MEDICAL CENTER
      Project: “Always use teach-back!”                                              Project: “Care team twittering and guardian Angels”
    LAHEy CLINIC MEDICAL CENTER                                                    vANDERBILT UNIvERSITy MEDICAL CENTER
      Project: “transitions of Care Partnership Project”                             Project: “Effective Communication and Collaboration
    MARCH OF DIMES                                                                   with Patients and families for falls Prevention”
      Project: “Close to Me”                                                       yALE–NEW HAvEN CHILDREN’S HOSPITAL
    MASSACHUSETTS GENERAL HOSPITAL                                                   Project: “Premature Life transitions: A Patient- and
      Project: “Always know your Caregiver/                                          family-Centered End-of-Life Care Program for neonates”
      Always responsive”
                                                                                   for full descriptions and updates on the Always EventsSM projects,
                                                                                   visit http://alwaysevents.pickerinstitute.org/.




8                               for more information, please visit us at
PICKER INSTITUTE ALWAyS EvENTS NATIONAL STEERING COMMITTEE                 SM




Cochairs:                                 Katherine Browne, MBA, MHA              Beverley Johnson                   Barbara Packer, MS
Gail L. Warden, MHA,                        Center for health Care Quality          Institute for Patient- and         the Arnold P. gold foundation
J. Mark Waxman, Esq.                      Joyce C. Clifford, PhD, RN,               family-Centered Care             John Santa, MD
   Picker Institute board of              FAAN                                    Gregg S. Meyer, MD                   Consumers union
   Directors                                the Institute for nursing               Massachusetts general hospital   Gerald M. Shea
Lucile O. Hanscom                           healthcare Leadership                 Ken Mizrach                          AfL-CIo
   Picker Institute                       Eric A. Coleman, MD, MPH                  vA Medical Center East orange    Liaison:
Karen Adams, PhD                            Practice Change fellows               Debra Ness                         Carolyn Clancy, MD
   national Quality forum                   Program                                 national Partnership for           Agency for healthcare
Barbara Balik, RN EdD                     Nancy Foster, PhD                         women & families                   Quality and research
   Institute for healthcare                 American hospital Association         Peggy O’Kane
   Improvement                            Thomas James III, MD                      national Committee for
                                            humana Inc.                             Quality Assurance




                                                                                   Nancy Foster, PhD
                                                                                   Always Events NSC                               Sir Donald Irvine, MD
                                                                                  “for me, the most                                Always Events NSC
                                                                                   important Always                               “how did we come to
                            Jennie Chin Hansen                                     Event would be for the                          Always Events? out
                            American Geriatrics                                    clinician to ask the                            of a concern that the
                            Society                                                patient, ‘what do you                           scientific excellence
                           “to strip the dignity and                               hope to achieve, and                            of medicine wasn’t
                            humanity from patients                                 how can we help you                             always matched by
                            is just wrong.”                                        get there?’”                                    good care.”




                            John Santa, MD                                         Bev Johnson
                            Always Events NSC                                      Always Events NSC                               Debra Ness
                           “It’s surprising to me                                 “I like it that this                             Always Events NSC
                            how many hospitals                                     concept is targeted to                         “the goal is to have
                            and patients are                                       individuals and families                        it used continually by
                            reluctant to share their                               as well as to healthcare                        doctors to improve the
                            successes.”                                            professionals.”                                 care they give.”




                                                                                                                                   Susan Frampton
                                                                                                                                   Planetree
                                                                                                                                  “we define Always
                                                                                   Mary Ann Peugeot                                Events as things
                            Peggy O’Kane                                           vanderbilt Medical                              that are important to
                            Always Events NSC                                      Center                                          patients and families
                           “A list that’s not too                                 “Always Events are                               and then we develop
                            long will enable us                                    what you know is                                strategies to make sure
                            to focus on the right                                  always going to                                 they happen as often
                            things.”                                               happen.”                                        as possible.”




                                                       www.pickerinstitute.org                                                                               9
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2 011- 2 01 2          Ann ual          Report



               GRADUATE MEDICAL EDUCATION ~ RESEARCH AGENDA
                                     Picker/Gold Foundation
                       Graduate Medical Education ~ Challenge Grant Program
     the Picker/gold graduate Medical Education Challenge grant Program provides annual grants for the research and development
     of innovative projects designed to integrate successful patient-centered care initiatives and best practices into the education of
     our country’s future practicing physicians.
     the Arnold P. gold foundation became a partner in the program in 2009. working together, Picker Institute and the gold
     foundation seek to improve the quality of medical education and healthcare delivery by incorporating the patient’s point of view.


     2010–2011
     BETH ISRAEL DEACONESS MEDICAL CENTER/                       PROJECT EvALUATION COMMITTEE
     HEBREW SENIOR LIFE
       Project: “how Do you have the Conversation?               David Leach, MD, Chairman              richard frankel, PhD
                                                                 Picker Institute board of Directors    Mary Joyce Johnston, MJ
       A Curriculum for residents”
                                                                 Lucile o. hanscom                      Adina kalet, MD, MPh
     BRIGHAM & WOMEN’S AND BOSTON CHILDREN’S
                                                                 hannah honor                           Carl A Patow, MD, MPh,
     HOSPITALS/HARvARD MEDICAL SCHOOL
                                                                 Mr. Max bassett                            MbA, fACS
       Project: “transitioning from Pediatric- to Adult-
                                                                 Mr. Jim Cichon                         v. Sreenath reddy, MD, MbA
       Centered Medical Care (the Patients’ Perspective)”        virginia Collier, MD                   richard wardrop III, MD
     CHILDREN’S HOSPITAL OF ORANGE COUNTy                        Ms. nettie Engels                      Mitzi williams, MD
       Project: “training Pediatric residents in the Delivery    Susan frampton, PhD
       of news and the Discussion of Issues related to
       Death and Dying in a Pediatric Population”
     DARTMOUTH-HITCHCOCK MEDICAL CENTER
       Project: Integrating Patient- and family-Centered                  2009–2010
       Care Principles into a Simulation-based                            ALPERT SCHOOL OF MEDICINE/BROWN
       Institutional Curriculum”                                          UNIvERSITy/HASBRO HOSPITALS
     THE JOHNS HOPKINS UNIvERSITy SCHOOL OF                                 Project: “Developing health Care transitions:
     MEDICINE/BAyvIEW MEDICAL CENTER                                        A resident Learning Module on building bridges”
       Project: “Developing and Implementing a                            AURORA HEALTH CARE INC.
       Patient-Centered Discharge Curriculum”                               Project: “Screening/Managing Interpersonal violence
     MOUNT SINAI SCHOOL OF MEDICINE                                         During Pregnancy at an urban teaching hospital”
       Project: “Project PArIS (Patients and residents in Session)”       BETH ISRAEL DEACONESS MEDICAL CENTER
     RIvERSIDE METHODIST HOSPITAL/OHIO HEALTH                               “Improving Patient Communication Skills
       Project: “teaching Disclosure: A Patient-Centered                    Among Surgical residents”
       Simulation training for the Crucial Conversation”                  CHILDREN’S MERCy HOSPITAL
     UNIvERSITy OF CALIFORNIA–IRvINE                                        Project: “Introducing a family-Centered Care
       Project: “humanism in the Perioperative Environment”                 Curriculum to a Pediatric residency Program/Measuring
     UNIvERSITy OF MASSACHUSETTS SCHOOL OF MEDICINE                         Its Effects on the Centeredness of Pediatric residents”
       Project: “home Medication Education and Support                    DUKE CHILDREN’S HOSPITAL & HEALTH CENTER
       (hoMES): A resident Module on home Care for Children”                Project: “teaching family-Centeredness in the PICu:
     UNIvERSITy OF MARyLAND                                                 A novel Approach using Medical Simulations”
       Project: “Empowering Patients to optimize their                    UNIvERSITy OF CONNECTICUT HEALTH CENTER
       Medication regimens: A Multidisciplinary Approach”                   Project: “Communication in family Meetings: Developing
     UNIvERSITy MEDICAL CENTER FOUNDATION ARIzONA                           and Assessing a Curriculum for residents”
       Project: “the native American Cardiology Cultural                  UNIvERSITy OF WASHINGTON FAMILy MEDICINE RESIDENCy
       Competency Curriculum”                                               Project: “Creating a Patient-Centered Care Plan (PCCP)
     WAKE FOREST UNIvERSITy HEALTH SCIENCES                                 within an Electronic Medical record; and Evaluating the
       Project: “Improving transitions of Care for older Adults             Impact of PCCP use on Patients and healthcare team
       through Interdisciplinary Education for Medical residents”           Members”




10                            for more information, please visit us at
LONG-TERM CARE PROGRAM
Consistent with Picker Institute’s credo that quality of life is as     Services for the Aging, American College of health Care
important as quality of clinical care in all healthcare settings,       Administrators, American health Care Association, American
the institute inaugurated its long-term care program in March           Medical Directors Association, the Coalition of geriatric
2008, taking the mission to promote patient-centered care to            nursing organizations and national Consumer voice for Quality
the nursing home and long-term care arena.                              Long-term Care.
under one aspect of the program, Picker awards grants to               “vIvE: DEvELOPMENT OF TOOLS TO IMPROvE NURSING HOME
support initiatives aimed at improving the quality of life in all       PROvIDERS’ ASSESSMENT SKILLS”
LtC settings, with the goal of making patient-centered care a
                                                                       VIVE: the video on Interviewing vulnerable Elders, which was
reality in many more nursing homes throughout the country.
                                                                       released in July 2010, is a tool to teach care managers how
                                                                       to interview nursing home residents using the MDS (Minimum
PICKER LTC RESEARCH AGENDA                                             Data Set) 3.0 implemented by CMS in october 2010. As of the
                                                                       end of March 2011, it had been viewed on the Picker Institute
                  “ACHIEvING STAFF STABILITy AND IMPROvING             and other web sites more than 13,000 times.
                   PERFORMANCE: A NURSING HOME LEADER’S
                   GUIDE”                                              “NURSING HOMES AS CLINICAL TRAINING SITES:
                  the American College of health Care Adminis-          RECOMMENDATIONS TO THE FIELD”
                  trators received a long-term care grant to pro-      the goal of this project is to develop and disseminate a module
                  duce a book on achieving staff stability and         to be used as a core training tool in presentations on how to
                  improving performance. the book, now titled          maximize the use of nursing homes as clinical training sites.
                  Meeting the Leadership Challenge in Long-            Recommendations will seek to improve the number, quality
                  Term Care: What You Do Matters, written by           and preparedness of nursing and other academic healthcare
barbara frank, David farrell and Cathy brady, was published            programs using nursing homes as clinical training sites, and to
in early April2011. AChCA plans to work with the authors and           improve readiness to serve as clinical training sites.
other long-term care colleagues to distribute the book widely
among practitioner and academic networks.                                                   “LONG-TERM CARE IMPROvEMENT GUIDE”
                                                                                             following the model of the highly successful
“CREATING HOME: ADvOCATING FOR CHANGE                                                        Patient-Centered Care Improvement Guide,
 IN HOW AND WHERE WE AGE”                                                                    published in october 2008, the Long-
In collaboration with its partners, Pioneer network developed                                Term Care Improvement Guide serves as
this consumer education pilot in response to the growing                                     a practical resource for long-term care
realization that consumer awareness of and advocacy for                                      organizations that are working to become
culture change are critical to its widespread dissemination.                                 more patient-centered.
Partners included the American Association of homes &




  Lucile O. Hanscom, Picker Institute,   Anne Basting, TimeSlips      Dr. Bill Thomas, The Picker Report       Christa Holjo, PhD, vA
  and Bonnie Kantor-Burman, Ohio                                      on Aging
  Health Dept.




                                               www.pickerinstitute.org                                                                      11
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2 011- 2 01 2               Ann ual           Report



     A compendium of best-practices tools and strategies, it                   Shot on location in a retirement community in Milwaukee,
     explores the experiences of residents, their families and their           wisc., it chronicled the daily life of residents and staff as they
     caregivers in long-term care settings across the country and              struggled with understanding and implementing revolutionary
     highlights practices that have been developed to meet the                 adjustments in the way the community operated—a process
     needs of this population in an environment where expectations,            that has come to be known as “culture change.” Lichtenstein’s
     preferences and priorities may be different from those in a               production company, 371 Productions, will work with rose
     hospital setting.                                                         Marie fagan of Lifespan of greater rochester, new york, to
                                                                               convey the film’s lessons about aging, caregiving, end of life
     “TIMESLIPS”                                                               and culture changes to more than 300 employees through
     the mission of timeSlips, by replacing memory with                        programs conducted in eight rochester-area workplaces. A
     imagination, is to bring meaningful, creative engagement                  consumer engagement project, the program seeks to enlist
     into the lives of people dealing with dementia resulting from             consumers as catalysts for change.
     conditions such as Alzheimer’s disease and stroke, and to
     help create person-centered care environments for people                  “THE PICKER REPORT ON AGING WITH DR. BILL THOMAS”
     with dementia. timeSlips envisions a society where people                 the goal of this partnership, which began in May 2010, is to
     with dementia and memory loss and their caregivers have the               raise public awareness of and build support for making long-
     highest possible quality of life and a society free of the stigma         term care person-centered. to that end, the project has taken
     so often associated with dementia and memory loss.                        advantage of the tremendous scope and delivery of the social
                                                                               media network. bill thomas is known throughout the world for
                         “THE PICKER PAPERS: A SyMPOSIUM ON                    his passionate advocacy of elders and elderhood, which he
                          CULTURE CHANGE AND DINING”                           believes do not receive the attention or respect they deserve.
                         the Picker Papers are a dynamic learning              using videos, blogs, commentary and news updates on
                         experience featuring a comprehensive                  facebook, youtube, twitter and the other social media, Picker
     THE PICKER PAPERS   background paper and webinars of                      Institute and Dr. thomas are building a strong connection
       A Symposium on
       Culture Change    presentations by nine of the most sought-after        among people who share his and Picker Institute’s vision of
          and Dining
                         minds in culture change and dining.                   how person-centeredness enhances variety of life and quality
                                                                               of care in long-term care settings.
     “‘ALMOST HOME’ OUTREACH: EDUCATING EMPLOyEES ABOUT
      ELDERCARE AND CULTURE CHANGE”                                            In 2009, Dr. thomas was the first winner of the Picker Award
     In february 2006, filmmakers brad Lichtenstein and Lisa                   for Excellence in the Advancement of Patient-Centered Care in
     gildehaus made a documentary film called Almost Home.                     a Long-term Care Setting.




        Jim Conway, IHI, and Sir Donald Irvine,           J. Mark Waxman, Picker Institute,                  Lucile O. Hanscom, Executive Director,
        Picker Institute                                  and Bev Johnson, IPFCC                             Picker Institute




12                                 for more information, please visit us at
EduCAtIoN
Picker Institute sponsors educational workshops, summit                       LONG-TERM CARE LEADERSHIP SUMMIT
meetings, the Picker Lectures and the Picker Awards to further                the 2010 Long-term Care Leadership Summit on oct. 5,
its mission of advancing and implementing patient-centered                    2010, brought together leaders in the field of long-term
care.                                                                         care to talk about implementing and advancing culture
                                                                              change. Speakers included Dr. bill thomas (“the Picker
THE PICKER PLENARy LECTURES
                                                                              report on Aging in America with Dr. bill thomas”), David
the Picker Plenary Lecture is delivered annually by a Picker                  farrell and barbara frank (“Meeting the Leadership
Award winner at one or more of the conferences at which                       Challenge in Long-term Care: what you Do Matters”) and
Picker Institute is present.                                                  others. the highlight of the summit was the release of the
                                                                              Long-Term Care Improvement Guide, a compendium of
2010
                                                                              best-practices innovations and approaches for initiating
Dr. Atul Gawande                                                              and sustaining a resident-centered culture change in
  2010 Picker Award for Excellence                                            long-term care and a partner to the very successful
Dr. Carolyn Clancy, Director, AhrQ                                            Patient-Centered Care Improvement Guide published by
  2007 organizational Picker Award for Excellence
                                                                              Picker and Planetree in 2008.
Karen Schoeneman, CMS
  2010 Picker Award for Excellence in Long-term Care
2009
Dr. Bill Thomas
  2009 Picker Award for Excellence in Long-term Care
2008
Jim Conway, IhI
  2008 Picker Award for Excellence
2007
Dr. Karen Davis, President, The Commonwealth Fund
  2007 Picker Award for Excellence

THE PICKER PATIENT ExPERIENCE SERIES
Picker’s educational workshops are an essential component
of the institute’s mission to educate the healthcare industry
and the general public to the benefits of patient-centered
care. Picker sponsors workshops at national and international
conferences convened by healthcare organizations like
Planetree, Pioneer network, the Institute for healthcare
Improvement, ISQua and others.

                                                                                    Panel members at the LTC Leadership Summit




  Dr. Carolyn Clancy, AHRQ                Dr. Elliott Fisher and Dr. Atul Gawande           Gail Warden, Picker Institute




                                           www.pickerinstitute.org                                                                         13
CoNVErsAtIoNs
2 011- 2 01 2         Ann ual       Report




 CoNVErsAtIoNs                                                   I don’t understand abstractions, as a surgeon or as a writer.
                                                                 In both modes, I need to understand a situation through

 wItH LEAdErs                                                    knowing what happens to a particular individual. Let me give
                                                                 you an example: not too long ago I attended a parent-teacher
 IN tHE FIELd oF                                                 conference at my son’s school. I was interested in meeting
                                                                 the new school superintendent and asking him what he was
 pAtIENt-CENtErEd CArE                                           working on. I thought he’d say educational reform, how to
                                                                 restructure the educational system. but what he spends his
 one of the ways Picker Institute supports patient-              time on, he said, is healthcare. As a result of property tax
                                                                 reform in Massachusetts, his budget for teachers has been
 centered care is by recognizing people in healthcare
                                                                 slashed. At the same time, the cost of medical benefits for
 who have made significant contributions to                      teachers has risen by 9 percent. what is he to do?
 achieving patient-centered care worldwide.
                                                                 A little later I was talking to my son’s math teacher. he couldn’t
 Conversations with Leaders in the Field of Patient-             quite remember where my son was. with 35 students in the
                                                                 class and one teacher, my son was disappearing somewhere
 Centered Care is a regular feature that highlights
                                                                 in the middle.
 people who have promoted patient-centered care in
 their work or through their organization.                       As I left the classroom, I ran across a teacher whom I’d
                                                                 operated on for lymphoma. She was tough—she’d survived.
                                                                 but 5 percent of teachers account for 60 percent of teachers’
                                                                 total healthcare costs, and I suddenly realized that I was part
 A Conversation with Dr. Atul Gawande                            of the reason my child was being neglected.

 Dr. Atul Gawande is a general                                   Seeing these issues in terms of the community where they
 surgeon in Boston, Mass.,                                       were happening, I could understand the problem: Does great
 and the author of several                                       healthcare for this teacher have to bankrupt my son’s future?
 internationally best-selling
 books on modern medicine,                                       Do you have an answer for that question?
 including, most recently,
 the Checklist Manifesto,                                        I think hope lies in the bell curve for healthcare costs. there’s a
 which reached the New York                                      very wide variation, with most people grouped in the mediocre
 Times’s nonfiction bestseller                                   middle. the same is true of quality outcomes: Most people
 list in 2010. He has also                                       are in the middle. where I see hope in those facts is that the
 been a staff writer at the                                      best results often come at the least expense, and the least
 new yorker magazine since                                       expensive care often achieves the best results.
 1998, and many of the pieces        Dr. Atul Gawande            you’re mentioned “community” several times. How
 published there about his life                                  important is community, as a concept and as a fact, in
 as a surgical resident have                                     achieving the triple goal?
 played a larger role in clinical
 and political developments in                                   Community matters. there’s always a tension between
 the healthcare industry.                                        maximizing revenues and meeting the needs of the
                                                                 community. In the end, all medicine—like all politics—is local.
 At the Institute for Healthcare Improvement’s 22nd Annual       the communities that have healthcare systems rather than
 National Forum on Quality Improvement in Health Care,           fragments of care are getting better results at lower costs.
 you participated in a discussion of the “triple aim”: lower
 costs and higher quality resulting in better healthcare. As a   Central to achieving the triple aim is improving results divided
 surgeon and a writer, how do you approach this issue?           by lowering costs: reducing emergency room visits, eliminating




14                           for more information, please visit us at
unnecessary imaging and surgery. the teacher I treated—can            3. Collecting data: weather information, crop reporting,
we take care of her lymphoma by doing less, by making it                 grading systems.
easier for her to live her life and at the same time giving her the   4. Sharing information through broadcasts, mailers, meetings.
best chance of surviving?
                                                                      this was not a case of the government taking control but of
What do you think of President Obama’s healthcare                     local farming communities trying to bend the bell curve of food
legislation?                                                          costs. And it worked. by 1930 food was down to 24 percent of
                                                                      the family budget, and the workforce in food production was
I think it creates great opportunities for developing systems.        down to 20 percent. by the 1950s, both proportions were less
however much it is attacked, it provides the tools we need,           than 10 percent.
and the question for us is how do we want to use these tools?
Do we want to use them to drive up revenues—and there are a           these results were beyond imagining. the abundance in our
lot of people saying that—or do we want to use them to create         supermarkets became the best argument for the American
better healthcare systems in communities so healthcare for            way of life and was critical to our becoming a superpower,
teachers doesn’t mean sacrificing our children’s future? how          with the attendant responsibilities. there were some painful
do we lower costs without compromising the quality of care?           dislocations, but no vast foreclosures and social unrest. the
                                                                      system was created by trial and error, and by focusing on
we can set goals, but is it remotely possible that we can             results rather than ideologies.
succeed? I’m a little skeptical that a community of 10,000
people can come together and develop a master plan, and               I believe this is a road we can replicate. Like the food industry,
we’re a nation of more than 300 million. but if we start at the       healthcare is comprised of hundreds of thousand s of local
local level, we may just succeed.                                     entities. All of them want to provide great care, but they’re
                                                                      measuring success by revenues.
How?
                                                                      we’re at a time when hope and belief are sapped out of
At the turn of the last century, a major problem facing this          society. there is a lack of belief in the collective possibility of
country was the cost of food. forty percent of a family’s             where we can go. with the wrong incentives, the results have
budget went for food, and 50 percent of the workforce was             been disastrous. Can it be fixed? no one knows.
involved in producing it. It was a fragmented system in which
the evidence of how to put better food on the table at a lower        In order to transform the food system everywhere, we needed
cost was largely ignored. farmers for the most part repudiated        to transform it somewhere. that is what we can do with
what they called “book farming.”                                      healthcare, learning from it in the same way, through

In 1903 a man named Seamon knapp, whom we would deride                1. Experiments in financing
as a bureaucrat, defied this logic by making a very simple,           2. Collecting data. the scarcity of reliable healthcare data is
very small change: he persuaded a community of farmers                   a total embarrassment—we know more about cows than
to choose one of their number to try scientific farming, with            we do about how many people died after surgery in the last
the proviso that if the experiment failed the farmer would               four years.
be reimbursed for his losses. not only did the experiment             3. Innovation
not fail, but when the community was hit by the boll weevil,          4. Sharing what we learn
the experimental farm survived and thrived. guided by this
demonstrable success, farmers followed suit, and by 1930              I don’t know if the government will step up to the plate. but we
there were 750,000 demonstration farms. A hodge-podge had             became the envy of the world with what we can do with food,
come together as a success.                                           and we can do the same in healthcare. It does not seem like it
                                                                      now, but all those small efforts we are making add up to being
there were four elements that made this possible:                     the accountable local community, the caring local community,
                                                                      the organized local community.
1. Making it possible for farmers to own their own land.
2. Adding to the store of available knowledge with
   experimental/research farms.



                                             www.pickerinstitute.org                                                                        15
CoNVErsAtIoNs
2 011- 2 01 2           Ann ual            Report



 A Conversation with Dr. Arnold P. Gold
                                    Dr. Arnold P. Gold, the winner of a 2010 Picker Award for Lifetime Achievement and Chairman Emeritus
                                    of the board and co-founder in 1988 with his wife, Sandra O. Gold, of the Arnold P. Gold Foundation, was
                                    honored for his lifelong dedication to the advancement of patient-centered care by preserving the tradition
                                    of the caring physician and emphasizing the crucial need for humanism in medicine.

                                    The mission of the Gold Foundation is to preserve the tradition of the caring doctor and advance humanism
                                    in medicine through physician education. Students at more than 94 percent of the schools of medicine and
                                    osteopathy in the United States participate in one or more of the foundation’s nearly two dozen programs.

                                    Dr. Gold is professor of clinical neurology and clinical pediatrics at Columbia University’s College of
                                    Physicians and Surgeons, with which he has been associated for more than 50 years. He received the
                                    college’s Distinguished Service Award in 1998. The author of more than 80 published articles and several
                                    books in the field of pediatric neurology, Dr. Gold has received numerous special awards, lectureships
                                    and professorships and has been a visiting professor at many schools and colleges throughout the world,
     Dr. Arnold P. Gold             including Africa and Europe.

                                    The Dr. Arnold P. Gold Child Neurology Center at the Morgan Stanley Children’s Hospital of New York-
                                    Presbyterian Hospital, Columbia University Medical Center, was dedicated and opened in 2003.

                                    Dr. Gold received the Lifetime Achievement Award from the Child Neurology Center in 2005 and an
                                    Honorary Doctorate of Humane Letters degree from the Mount Sinai School of Medicine in 2008.


 Dr. Gold, you have a stunning resume and a long, long list of             more than civility. I maintain that with science alone, we cannot provide
 publications, honors and awards. But what was it that piqued your         the best healthcare possible, nor achieve the best healthcare outcomes,
 interest in your foundation’s mission of preserving the tradition of      or fulfill the social contract that medicine has with society. we can cite
 the caring physician and advancing humanism in medicine? And              all of the reasons—medicine as profit-driven rather than service-driven;
 how long was it from the concept to the concrete?                         the marketing behavior of the pharmaceutical industry; the demands of
                                                                           managed care with its limited time for communication and relationship-
 So how did an academic and a clinician become an activist? In the         building; the threats of litigation pitting the doctor and patient on
 1980s I became concerned about certain trends in medicine. this was       opposite sides, etc.—all forces of our contemporary healthcare system
 an exciting time for science and technology, and it was apparent that     that have weakened the pillar of humanism.
 our fledgling physicians were becoming enamored with that aspect of
 medicine. Additional pressures, including limited time for examining      your work focuses on children and neurology. In fact, the Dr. Arnold
 patients, plus the other stresses of medical economics, distanced         P. Gold Child Neurology Center at the Morgan Stanley Children’s
 doctors from their patients. because my patients had taught me so         Hospital of New york-Presbyterian Hospital, Columbia University
 much about the power of relationships and the importance of building      Medical Center, was dedicated and opened in 2003. What drew you
 trust and respect between doctor and patient, I could not accept a        to these fields?
 culture in which patients were referred to as “the tumor in room 202.”
                                                                           though my parents were both lawyers, I set my heart and mind on
 Do you feel that these two pillars of the medical profession—what         becoming a doctor as a young boy. My family played an early role
 one might even call the basic principles—have lost some of their          in developing my professional persona. My mother taught me the
 stature as medicine has advanced over the past 60 years? To what          importance of perseverance and intellectual excellence. My father was
 do you attribute this decline in civility?                                known for his humanism and sensitivity.

 when I began my medical career, for many serious, life-threatening        beginning with my parents, at each juncture of my journey, I found the
 illnesses there simply were no cures. All we had in our black bags was    essential mentor or friend who nourished and guided me.
 the ability to care. today, with our burgeoning science and technology,
 we have made great progress, but “cure” has overtaken “care” as the       of my teachers, I especially remember Dr. Margaret Smith at Charity
 primary objective in healthcare. I applaud the miraculous scientific      hospital in new orleans. My internship at tulane under her guidance
 advances of the past half-century.                                        was pivotal in shaping my career. when I entered medicine, the formal
                                                                           curriculum was rigorous, but not nearly as voluminous as it is now. At
 but I agree that we have lost something important—vital, even—in our      that time, caring for the sick and dying was often a primary objective,
 modern medicine with its medical cures and medical perils. And it is      since cures for many diseases were unattainable.




16                              for more information, please visit us at
In the hot new orleans summer of 1954, I was working literally around         here’s what I tell medical students: while the textbook knowledge you
the clock at Charity hospital. It was at the height of the polio epidemic,    have acquired over the years is certain to change, your raison d’ĂȘtre,
and we had 35 children in iron lungs requiring constant attention. wards      if you will, will not. what will not change—what must not change—is
were not air-conditioned, and electricity was not dependable. Like my         your conviction that good medical practice is, and should always be,
mentor, Dr. Margaret Smith, I slept, ate and stayed at the side of my         relationship-centered and humanistic. the realities of illness, death and
patients. her behavior was my curricula; her values informed my own.          dying require those skills so perfected by your predecessors—those
there were no mixed messages or competing values, as there are                who had less to offer scientifically, but who knew how to communicate
today. Doctors did what their attendings modeled. Meeting the needs           compassionately and effectively with patients.
of patients—whatever the personal cost—was the norm. Dr. Margaret
Smith, with dedication, inspiration and scientific excellence, led me into    Seek to emulate those doctors who display technical competence,
the world of clinical pediatrics.                                             compassion, empathy and trust. Mostly, you can choose the doctor you
                                                                              want to be.
Serendipity plays such an important role in life. when I came to babies
hospital at Columbia in 1957, I had planned to go to Johns hopkins            you and your wife, who founded the Arnold P. Gold Foundation with
to be a pediatric endocrinologist. At Columbia, I met my friend and a         you, must have hope for the future of medicine, else you would not
founding trustee of the gold foundation, robert Mellins, who was then         be working so hard to disseminate your own beliefs. Do you see
a pediatric resident. bob convinced me to experience a new field called       progress? regress? no change in the status quo?
child neurology and led me to one of its founders, Dr. Sidney Carter. one
evening I attended rounds with Dr. Carter, and the rest is history.           when we started the gold foundation, we felt a bit like the proverbial
                                                                              wanderers in the desert in search of an oasis. “humanism in medicine”
Sid was the ultimate and consummate role model–mentor. A brilliant            was an amorphous concept, one that few people could wrap their arms
clinician, Sid coupled scientific and diagnostic acumen with humanistic       around. no one was talking about humanism, and we felt very much out
care at the bedside. under his influence, I decided to become a child         there, on the fringe. but we were encouraged by a buddhist notion: “not
neurologist in spite of my uncle’s warning that “this new field will never    all who wander are lost.”
give you a single patient.” throughout my more than 50 years as a
physician, I have tried to emulate this extraordinary man and to follow       now here we are, more than two decades later, and the landscape has
his example.                                                                  changed. humanism and professionalism are no longer an inspiring
                                                                              indulgence. Certification requirements instituted by the u.S. medical
As I reflect on the experiences that have taught me the most about            licensure agencies stipulate that in order to graduate, medical students
doctoring, I realized that my patient-centered practice was born from         and residents will have to demonstrate humanistic and professional
those early and essential role-model mentors, the explicit and implicit       behaviors as part of their core medical competencies. And we are
expectations that patients come first and foremost.                           beginning to see this same requirement for recertification of doctors in
                                                                              practice.
What would you say to today’s medical students to remind them of
what medicine really is: caring for other people and trying to cure           So we are optimistic ... and hopeful. there’s no denying that we’ve left
their ills? Can patient-centeredness be taught?                               the desert. but we must also remain vigilant to insure that relationships
                                                                              and human beings remain at the center of any healthcare interaction.
My entrance into medical school held the promise of new discovery. but
from experience I learned that each discovery is replaced by the next,
that papers and books “age out” and that the single most important            read the entire Conversation with Dr. gold at www.pickerinstitute.org,
aspect of my life has been the relationships I have enjoyed.




   Paul Cleary, PhD, Dr. Arnold Gold, Dr. Atul Gawande and Mrs. Sandra Gold   Lucile O. Hanscom and Dr. Arnold P. Go.d




                                                   www.pickerinstitute.org                                                                                17
FINANCIAL
2 011- 2 01 2            Ann ual    Report




                                                        2010
                        STATEMENT OF FINANCIAL ACTIVITIES


                                                  totAL rEVENuE                    $1,770,403


                                                 totAL EXpENsEs                     $1,740,734

                                   Programs                        1,051,740

                                   European offices                 134,860

                                   Meeting & Conferences             80,899

                                   general & Administrative         367,215

                                   Professional fees                106,021


                                                       NEt INCoME                          $29,669




                                EXPENSE                                              PROGRAM EXPENSE
                                                                                       ALLOCATION
           Professional fees
                  6%                                    Programs
                                                          60%                    Awards
                                                                                  12%

        general &
      Administrative
          21%                                                        Education
                                                                       14%


       Meetings &
       Conferences
           5%


     European offices
           8%
                                                                      grants & Contracts
                                                                             74%




18                             for more information, please visit us at
boArd
    Lucile o. hanscom,
 left, executive director
of Picker Institute, with
  board members, from
left, gail warden, Sam
fleming, David Leach,
       J. Mark waxman,
Stephen Schoenbaum
  and Sir Donald Irvine.




                             PICkER INSTITUTE
                             BOARD OF DIRECTORS
                              J. Mark waxman, Esq., Chairman
                              Samuel fleming, treasurer & Secretary
                              Stephen C. Schoenbaum, M.D., vice Chairman
                              Sir Donald Irvine, M.D., f.r.C.g.P., f.r.C.P., f.Med.Sci.
                              David C. Leach, M.D.
                              gail warden, M.h.A.

                              Lucile o. hanscom, Executive Director

                              11 Main St., 4th floor
                              P.o. box 777
                              Camden ME 04843-0777
                              tel   1.207.236.0157
                                    1.888.680.7500
                              fax   1.207.236.3570
                              email info@pickerinstitute.org
                              web   www.pickerinstitute.org




                            HARVEY PICkER
                                  founder, Picker Institute
                            December 8, 1915–March 22, 2008
                              “understanding and respecting
                             patients’ values, preferences and
                            expressed needs is the foundation
                                 of patient-centered care.”




                                               www.pickerinstitute.org                    19
Picker institute 2011 2012 annual report

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Picker institute 2011 2012 annual report

  • 1. ADVANCING EXCELLENCE IN PATIENT-CENTERED CARE THROUGH EDUCATION, RESEARCH AND THE DISSEMINATION OF BEST PRACTICES STRATEGIES 2 011- 2 012 A N N UA L R E PORT
  • 2. About us 2 011- 2 01 2 Ann ual Report ABOUT PICKER INSTITUTE Picker Institute is an independent nonprofit organization dedicated to promoting the advancement of patient-centered care to improve the patient and family experience with the healthcare system, and to assuring that all aspects of the patient experience will be Always EventsSM that happen for every patient every time. Picker Institute furthers this goal through support to education, matching grant programs, research in acute and long- term care, publications on patient-centered care, partnerships with other like-minded organizations and the annual Picker Awards. Coupled with a strong commitment and an open mind, these have resulted in a diverse and deep range of projects that have made major contributions to the challenge of making quality healthcare available to everyone at a reasonable cost. CoNtENts About uS 2 ContEntS 2 A LEttEr froM thE ExECutIvE DIrECtor AnD 3 thE ChAIrMAn of thE boArD thE PICkEr PrInCIPLES 4–5 thE PICkEr AwArDS for ExCELLEnCE Âź 6–7 ALwAyS EvEntS SM 8–9 PICkEr rESEArCh AgEnDA 10–12 EDuCAtIon 13 ConvErSAtIonS wIth LEADErS In thE fIELD of 14–17 PAtIEnt-CEntErED CArE fInAnCIAL hIghLIghtS 18 boArD of DIrECtorS 19 2 for more information, please visit us at
  • 3. opEN LEttEr 2 0 0 9 - 2 010 Pic ker Report to our friends— the man who died of pneumonia after a long and misdiagnosed illness in a new york hospital at the age of 74 in May 2008 was not just anyone. the scion of a family that could trace its roots back to the founders of this country on both sides of the tree, he was a broadly accomplished man in his own right. Educated at the best schools in the united States and abroad, he made a very distinguished name for himself in journalism, publishing and public television. nor did he rest on these laurels. he went on to become the president of a well-known college and a very active supporter of innovations in modern telecommunications. the man whose dying wife asked him “why does it have to be this way?” when the drug that could have eased her painful spasms of coughing was not forthcoming was not just anyone either. the dean of the school of public health at a celebrated university and a prominent researcher in the fields of AIDS and heart disease, he was on a first-name basis with many of the first names in healthcare and a second- name basis with most of the rest of the healthcare community. nor was the 57-year-old woman who died of undetected kidney failure at a J. MArk wAxMAn, ESQ. medium-sized hospital in Chicago just anyone. Laid off as a teacher of at-risk Chairman of the Board children in elementary school, and consequently without health insurance and a primary-care physician, she put off seeking medical attention for her escalating abdominal pain for as long as she could. when she finally went to the emergency room, it was too late. but she was a wife and a mother. She loved teaching. She read avidly, and gardening in the small plot behind her house in one of the city’s suburbs was her passion. there is no question that had she had insurance she would have addressed her health issues much more quickly and lived to return to all the things she loved instead of slipping through the cracks and dying. how did these people become the accidental victims of a healthcare system that loudly claims to be the best in the world? what does this say for our current healthcare system? how is this challenge to be addressed? At Picker Institute, we believe that everyone deserves an optimal healthcare system, regardless of means or status. for us, the healthcare debate that is playing out all over our media is irrelevant. healthcare does not belong to one or another political party; it is in and of itself an end, a necessity of life every bit as important as food LuCILE o. hAnSCoM and shelter. we don’t care if healthcare services are delivered by the state, the Executive Director federal government or a private entity, as long as they at all times measure up to a standard of excellence that is well within reach in this country but too often overlooked in the polarized flurry of threats and accusations that, unfortunately, have come to stand for dialogue in this vital realm of human activity. the guiding principle at Picker Institute is that the patient’s perspective must be central to the design and delivery of the optimal healthcare system. Quality healthcare without patient-centeredness is not J. Mark waxman, Esq. Lucile o. hanscom quality healthcare. Chairman of the board Executive Director www.pickerinstitute.org 3
  • 4. prINCIpLEs 2 0 1 1 - P2i 0 1k2e r n n u t i t R e p oA n n u a l 2 0 0 8 c A In s al ute rt R e p ort THE PICkER PRINCIPLES we believe that all patients deserve high-quality healthcare, and that patients’ views and experiences are integral to reaching that goal. Quality care without patient- centeredness is not quality care. The principles of patient-centered care are: Respect for patients’ values, preferences and expressed needs Patients want to be kept informed regarding their medical condition and involved in decision-making. Patients indicate that they want hospital staff to recognize and treat them in an atmosphere that is focused on the patient as an individual with a presenting medical condition. ‱ Illness and medical treatment may have an impact on quality of life. Care should be provided in an atmosphere that is respectful of the individual patient and focused on quality-of-life issues. ‱ Informed and shared decision-making is a central component of patient-centered care. ‱ Provide the patient with dignity, respect and sensitivity to his/her cultural values. Coordination and integration of care Patients, in focus groups, expressed feeling vulnerable and powerless in the face of illness. Proper coordination of care can ease those feelings. Patients identified three areas in which care coordination can reduce feelings of vulnerability: ‱ Coordination and integration of clinical care ‱ Coordination and integration of ancillary and support services ‱ Coordination and integration of front-line patient care Information, communication and education Patients often express the fear that information is being withheld from them and that they are not being completely informed about their condition or prognosis. 4 for more information, please visit us at
  • 5. based on patient interviews, hospitals can focus on three ‱ Accommodation, by clinicians and caregivers, of family and kinds of communication to reduce these fears: friends on whom the patient relies for social and emotional support ‱ Information on clinical status, progress and prognosis ‱ respect for and recognition of the patient “advocate’s” role ‱ Information on processes of care in decision-making ‱ Information and education to facilitate autonomy, self-care ‱ Support for family members as caregivers and health promotion ‱ recognition of the needs of family and friends Physical comfort Continuity and transition the level of physical comfort patients report has a Patients often express considerable anxiety about their ability tremendous impact on their experience. from the patient’s to care for themselves after discharge. Meeting patient needs perspective, physical care that comforts patients, especially in this area requires staff to: when they are acutely ill, is one of the most elemental services that caregivers can provide. three areas were reported as ‱ Provide understandable, detailed information regarding particularly important to patients: medications, physical limitations, dietary needs, etc. ‱ Coordinate and plan ongoing treatment and services after ‱ Pain management discharge and ensure that patients and family understand ‱ Assistance with activities and daily living needs this information ‱ hospital surroundings and environment kept in focus, ‱ Provide information regarding access to clinical, social, including ensuring that the patient’s needs for privacy are physical and financial support on a continuing basis accommodated and that patient areas are kept clean and comfortable, with appropriate accessibility for visits by family and friends. Access to care Patients must know they can access care when it is needed. Emotional support and alleviation of fear Attention must also be given to time spent waiting for and anxiety admission or time between admission and allocation to a bed in a ward. Focusing mainly on ambulatory care, the following fear and anxiety associated with illness can be as debilitating areas were of importance to the patient: as the physical effects. Caregivers should pay particular attention to: ‱ Access to the location of hospitals, clinics and physician offices ‱ Anxiety over clinical status, treatment and prognosis ‱ Availability of transportation ‱ Anxiety over the impact of the illness on themselves and ‱ Ease of scheduling appointments family ‱ Availability of appointments when needed ‱ Anxiety over the financial impact of illness ‱ Accessibility to specialists or specialty services when a referral is made Involvement of family and friends ‱ Clear instructions provided on when and how to get Patients continually addressed the role of family and friends referrals in the patient experience, often expressing concern about the impact illness has on family and friends. these principles of patient-centered care were identified as follows: www.pickerinstitute.org 5
  • 6. pICkEr AwArds 2 0 1 1 - P2i 0 1k2e r n n u t i t R e p oA n n u a l 2 0 0 8 c A In s al ute rt R e p ort THE PICkER AwARDS FOR EXCELLENCEÂź IN THE ADVANCEMENT OF PATIENT-CENTERED CARE the identification and promotion of “best practices” that lead to the advancement of patient-centered care is an important element in Picker Institute’s mission. one method of promoting best practices is the recognition of professionals in the field whose work best exemplifies the Institute’s goals and philosophy. the Picker Awards for ExcellenceÂź and the Picker Awards and Education Program were established in 2003 as an educational component of improving patient-centered care. “our mission is to make the patient’s experience, whether in a hospital or a doctor’s office, a better one,” said harvey Picker, the founder of Picker Institute. “the Picker Awards are intended to honor people and organizations who have made significant contributions to achieving this goal, and to highlight them as role models for others in the healthcare field.” “The very act of being nominated 2010 PICKER AWARDS for an annual Picker Institute Paul D. Cleary, PhD award demonstrates your Dean, yale School of Public health commitment to improve the lives of patients by making interaction Atul Gawande, MD, MPH with the healthcare system less general surgeon and author stressful and more comfortable. Arnold P. Gold, MD The honor of winning will inspire founder, Arnold P. gold foundation others to do the same.” Karen C. Schoeneman, MPA gail L. warden, MhA Deputy Director, nursing home Division, CMS President Emeritus henry ford health System Picker Institute board of Directors 2010 Picker Award winner Dr. Atul Gawande and Picker Institute board member Dr. Stephen Schoenbaum 2010 Picker Award winners Paul Cleary, Ph.D., Dr. Arnold P. Gold and Dr. Atul Gawande 6 for more information, please visit us at
  • 7. 2010 Picker Award Winner Paul Cleary, Ph.D., 2010 Picker Award winners Dr. Atul Gawande and board member Gail Warden and Dr. Arnold Gold PAST PICKER AWARD WINNERS 2009 Margaret E. O’Kane, President, national Committee for Quality Assurance Institute for Patient- and Family-Centered Care Dr. Bill Thomas 2008 James B. Conway, Senior vice President, Institute for healthcare Improvement Cincinnati Children’s Hospital Medical Center The MedCom Danish Health Data Network 2007 Edward H. Wagner, MD, MPh, Director, MacColl Institute for healthcare Improvement Pioneer Network Agency for Healthcare Research and Quality Executive Director Lucile O. Hansom and 2010 Picker Award winner Karen Schoeneman 2006 Prof. Sir Liam Donaldson, Chief Medical officer, uk Department of health Planetree Karen Davis, President, the Commonwealth fund 2005 Albert G. Mulley, Jr., DMSc, MD, and John E. Wennberg, MD, MPh Cofounders, foundation for Informed Medical Decision Making Integrated Healthcare Association Initiativkreis Ruhrgebeit 2004 Sir Donald Irvine, MD, frCgP, frCP, fMedSci, Chairman, Picker Europe 2003 Dr. Arnold P. Gold and Picker Institute board chairman J. Mark Waxman Margaret Mahoney, Past President, the Commonwealth fund www.pickerinstitute.org 7
  • 8. ALwAYs EVENtsℱ 2 011- 2 01 2 Ann ual Report OvERvIEW ‱ Care transitions: Patients need an appropriate level of Picker Institute is dedicated to enhancing the delivery of patient- communication when moving from one provider or healthcare setting and family-centered care throughout the u.S. healthcare system. In to another (for example, from primary care doctor to specialist, from furtherance of this mission, Picker Institute has adopted an organizing hospital to home, long-term care or rehabilitation facility and from principle focused on the concept of Always EventsSM /Always emergency department to inpatient unit). ExperiencesSM. Always Events are defined as “those aspects of the patient and family experience that should always occur when patients COLLABORATIvE LEARNING NETWORK interact with healthcare professionals and the healthcare delivery As the demonstration projects are developed, Picker will support a system.” collaborative exchange of information among the project teams through periodic conference calls, bimonthly webinars and e-mail blogs. this Picker Institute’s Always EventsSM Challenge grant Program provides learning network will be a source of tools and strategies for achieving matching grants of up to $50,000 each to support the development and the selected Always Events. implementation of innovative projects that demonstrate how the Always Events concept can be implemented in practice. the projects are Picker will also support the development of key messages and media intended to produce strategies, programs and processes for achieving tools, including establishing a presence in online social media networks, selected Always Events that can be replicated across a variety of to provide communications support for the demonstration projects. healthcare delivery settings and thus contribute to widespread and measurable improvements in patient- and family-centered care. BEST PRACTICES COMPENDIUM OF TOOLS & STRATEGIES At the conclusion of the one-year program, Picker will produce a com- GUIDING THEMES pendium of lessons learned and tools and strategies derived directly based on input from patients, families and frontline caregivers, Picker from the research projects to promote and achieve the specific Always has identified two key areas of focus for Always Events: Events selected for focus in the demonstration projects and to generate replicable models for adoption and use by other on a national scale. ‱ Communication: the interactions and exchange of information between patients and providers, as well as among the team of providers responsible for a patient’s care, must involve the patient in an appropriate, patient-centered way; and ALWAyS EvENTS RESEARCH AGENDA SM AMERICAN ACADEMy OF PEDIATRICS NORTHEAST vALLEy HEALTH CORPORATION Project: “family feedback—Always! (ffA)” Project: “team up for health” ANNE ARUNDEL HEALTH SySTEM PLANETREE/GRIFFIN HOSPITAL Project: “the SMArt Discharge Protocol” Project: “Same Page transitional Care: CLEvELAND CLINIC Creating a template for optimal transitions” Project: “unmet Expectations regarding ICu QUALITy PARTNERS OF RHODE ISLAND Patient outcomes: Identification and Project: “Enhancing Medication Safety Management of At-risk families” through Picturerx” DARTMOUTH-HITCHCOCK MEDICAL CENTER SAINT JOSEPH HOSPITAL FOUNDATION Project: “Implementation of a Set of Project: “Comfort and Pain relief Menu” Always Events that will Increase Communication” ST. JUDE CHILDREN’S RESEARCH HOSPITAL HEALTH CARE FOR ALL Project: “Parent Mentor Program” Project: “Patients and families UNIvERSITy OF CALIFORNIA–SAN FRANCISCO MEDICAL CENTER Improving hospital Discharge” Project: “Improving Patient- and family-Centered INOvA HEALTH SySTEM Care for hospitalized Persons with Dementia” Project: “Developing a Patient-Centered UNIvERSITy OF MINNESOTA AMPLATz CHILDREN’S HOSPITAL Approach to handoffs” Project: “MyStory” IOWA HEALTH SySTEM UNIvERSITy OF PITTSBURGH MEDICAL CENTER Project: “Always use teach-back!” Project: “Care team twittering and guardian Angels” LAHEy CLINIC MEDICAL CENTER vANDERBILT UNIvERSITy MEDICAL CENTER Project: “transitions of Care Partnership Project” Project: “Effective Communication and Collaboration MARCH OF DIMES with Patients and families for falls Prevention” Project: “Close to Me” yALE–NEW HAvEN CHILDREN’S HOSPITAL MASSACHUSETTS GENERAL HOSPITAL Project: “Premature Life transitions: A Patient- and Project: “Always know your Caregiver/ family-Centered End-of-Life Care Program for neonates” Always responsive” for full descriptions and updates on the Always EventsSM projects, visit http://alwaysevents.pickerinstitute.org/. 8 for more information, please visit us at
  • 9. PICKER INSTITUTE ALWAyS EvENTS NATIONAL STEERING COMMITTEE SM Cochairs: Katherine Browne, MBA, MHA Beverley Johnson Barbara Packer, MS Gail L. Warden, MHA, Center for health Care Quality Institute for Patient- and the Arnold P. gold foundation J. Mark Waxman, Esq. Joyce C. Clifford, PhD, RN, family-Centered Care John Santa, MD Picker Institute board of FAAN Gregg S. Meyer, MD Consumers union Directors the Institute for nursing Massachusetts general hospital Gerald M. Shea Lucile O. Hanscom healthcare Leadership Ken Mizrach AfL-CIo Picker Institute Eric A. Coleman, MD, MPH vA Medical Center East orange Liaison: Karen Adams, PhD Practice Change fellows Debra Ness Carolyn Clancy, MD national Quality forum Program national Partnership for Agency for healthcare Barbara Balik, RN EdD Nancy Foster, PhD women & families Quality and research Institute for healthcare American hospital Association Peggy O’Kane Improvement Thomas James III, MD national Committee for humana Inc. Quality Assurance Nancy Foster, PhD Always Events NSC Sir Donald Irvine, MD “for me, the most Always Events NSC important Always “how did we come to Jennie Chin Hansen Event would be for the Always Events? out American Geriatrics clinician to ask the of a concern that the Society patient, ‘what do you scientific excellence “to strip the dignity and hope to achieve, and of medicine wasn’t humanity from patients how can we help you always matched by is just wrong.” get there?’” good care.” John Santa, MD Bev Johnson Always Events NSC Always Events NSC Debra Ness “It’s surprising to me “I like it that this Always Events NSC how many hospitals concept is targeted to “the goal is to have and patients are individuals and families it used continually by reluctant to share their as well as to healthcare doctors to improve the successes.” professionals.” care they give.” Susan Frampton Planetree “we define Always Mary Ann Peugeot Events as things Peggy O’Kane vanderbilt Medical that are important to Always Events NSC Center patients and families “A list that’s not too “Always Events are and then we develop long will enable us what you know is strategies to make sure to focus on the right always going to they happen as often things.” happen.” as possible.” www.pickerinstitute.org 9
  • 10. rEsEArCH 2 011- 2 01 2 Ann ual Report GRADUATE MEDICAL EDUCATION ~ RESEARCH AGENDA Picker/Gold Foundation Graduate Medical Education ~ Challenge Grant Program the Picker/gold graduate Medical Education Challenge grant Program provides annual grants for the research and development of innovative projects designed to integrate successful patient-centered care initiatives and best practices into the education of our country’s future practicing physicians. the Arnold P. gold foundation became a partner in the program in 2009. working together, Picker Institute and the gold foundation seek to improve the quality of medical education and healthcare delivery by incorporating the patient’s point of view. 2010–2011 BETH ISRAEL DEACONESS MEDICAL CENTER/ PROJECT EvALUATION COMMITTEE HEBREW SENIOR LIFE Project: “how Do you have the Conversation? David Leach, MD, Chairman richard frankel, PhD Picker Institute board of Directors Mary Joyce Johnston, MJ A Curriculum for residents” Lucile o. hanscom Adina kalet, MD, MPh BRIGHAM & WOMEN’S AND BOSTON CHILDREN’S hannah honor Carl A Patow, MD, MPh, HOSPITALS/HARvARD MEDICAL SCHOOL Mr. Max bassett MbA, fACS Project: “transitioning from Pediatric- to Adult- Mr. Jim Cichon v. Sreenath reddy, MD, MbA Centered Medical Care (the Patients’ Perspective)” virginia Collier, MD richard wardrop III, MD CHILDREN’S HOSPITAL OF ORANGE COUNTy Ms. nettie Engels Mitzi williams, MD Project: “training Pediatric residents in the Delivery Susan frampton, PhD of news and the Discussion of Issues related to Death and Dying in a Pediatric Population” DARTMOUTH-HITCHCOCK MEDICAL CENTER Project: Integrating Patient- and family-Centered 2009–2010 Care Principles into a Simulation-based ALPERT SCHOOL OF MEDICINE/BROWN Institutional Curriculum” UNIvERSITy/HASBRO HOSPITALS THE JOHNS HOPKINS UNIvERSITy SCHOOL OF Project: “Developing health Care transitions: MEDICINE/BAyvIEW MEDICAL CENTER A resident Learning Module on building bridges” Project: “Developing and Implementing a AURORA HEALTH CARE INC. Patient-Centered Discharge Curriculum” Project: “Screening/Managing Interpersonal violence MOUNT SINAI SCHOOL OF MEDICINE During Pregnancy at an urban teaching hospital” Project: “Project PArIS (Patients and residents in Session)” BETH ISRAEL DEACONESS MEDICAL CENTER RIvERSIDE METHODIST HOSPITAL/OHIO HEALTH “Improving Patient Communication Skills Project: “teaching Disclosure: A Patient-Centered Among Surgical residents” Simulation training for the Crucial Conversation” CHILDREN’S MERCy HOSPITAL UNIvERSITy OF CALIFORNIA–IRvINE Project: “Introducing a family-Centered Care Project: “humanism in the Perioperative Environment” Curriculum to a Pediatric residency Program/Measuring UNIvERSITy OF MASSACHUSETTS SCHOOL OF MEDICINE Its Effects on the Centeredness of Pediatric residents” Project: “home Medication Education and Support DUKE CHILDREN’S HOSPITAL & HEALTH CENTER (hoMES): A resident Module on home Care for Children” Project: “teaching family-Centeredness in the PICu: UNIvERSITy OF MARyLAND A novel Approach using Medical Simulations” Project: “Empowering Patients to optimize their UNIvERSITy OF CONNECTICUT HEALTH CENTER Medication regimens: A Multidisciplinary Approach” Project: “Communication in family Meetings: Developing UNIvERSITy MEDICAL CENTER FOUNDATION ARIzONA and Assessing a Curriculum for residents” Project: “the native American Cardiology Cultural UNIvERSITy OF WASHINGTON FAMILy MEDICINE RESIDENCy Competency Curriculum” Project: “Creating a Patient-Centered Care Plan (PCCP) WAKE FOREST UNIvERSITy HEALTH SCIENCES within an Electronic Medical record; and Evaluating the Project: “Improving transitions of Care for older Adults Impact of PCCP use on Patients and healthcare team through Interdisciplinary Education for Medical residents” Members” 10 for more information, please visit us at
  • 11. LONG-TERM CARE PROGRAM Consistent with Picker Institute’s credo that quality of life is as Services for the Aging, American College of health Care important as quality of clinical care in all healthcare settings, Administrators, American health Care Association, American the institute inaugurated its long-term care program in March Medical Directors Association, the Coalition of geriatric 2008, taking the mission to promote patient-centered care to nursing organizations and national Consumer voice for Quality the nursing home and long-term care arena. Long-term Care. under one aspect of the program, Picker awards grants to “vIvE: DEvELOPMENT OF TOOLS TO IMPROvE NURSING HOME support initiatives aimed at improving the quality of life in all PROvIDERS’ ASSESSMENT SKILLS” LtC settings, with the goal of making patient-centered care a VIVE: the video on Interviewing vulnerable Elders, which was reality in many more nursing homes throughout the country. released in July 2010, is a tool to teach care managers how to interview nursing home residents using the MDS (Minimum PICKER LTC RESEARCH AGENDA Data Set) 3.0 implemented by CMS in october 2010. As of the end of March 2011, it had been viewed on the Picker Institute “ACHIEvING STAFF STABILITy AND IMPROvING and other web sites more than 13,000 times. PERFORMANCE: A NURSING HOME LEADER’S GUIDE” “NURSING HOMES AS CLINICAL TRAINING SITES: the American College of health Care Adminis- RECOMMENDATIONS TO THE FIELD” trators received a long-term care grant to pro- the goal of this project is to develop and disseminate a module duce a book on achieving staff stability and to be used as a core training tool in presentations on how to improving performance. the book, now titled maximize the use of nursing homes as clinical training sites. Meeting the Leadership Challenge in Long- Recommendations will seek to improve the number, quality Term Care: What You Do Matters, written by and preparedness of nursing and other academic healthcare barbara frank, David farrell and Cathy brady, was published programs using nursing homes as clinical training sites, and to in early April2011. AChCA plans to work with the authors and improve readiness to serve as clinical training sites. other long-term care colleagues to distribute the book widely among practitioner and academic networks. “LONG-TERM CARE IMPROvEMENT GUIDE” following the model of the highly successful “CREATING HOME: ADvOCATING FOR CHANGE Patient-Centered Care Improvement Guide, IN HOW AND WHERE WE AGE” published in october 2008, the Long- In collaboration with its partners, Pioneer network developed Term Care Improvement Guide serves as this consumer education pilot in response to the growing a practical resource for long-term care realization that consumer awareness of and advocacy for organizations that are working to become culture change are critical to its widespread dissemination. more patient-centered. Partners included the American Association of homes & Lucile O. Hanscom, Picker Institute, Anne Basting, TimeSlips Dr. Bill Thomas, The Picker Report Christa Holjo, PhD, vA and Bonnie Kantor-Burman, Ohio on Aging Health Dept. www.pickerinstitute.org 11
  • 12. rEsEArCH 2 011- 2 01 2 Ann ual Report A compendium of best-practices tools and strategies, it Shot on location in a retirement community in Milwaukee, explores the experiences of residents, their families and their wisc., it chronicled the daily life of residents and staff as they caregivers in long-term care settings across the country and struggled with understanding and implementing revolutionary highlights practices that have been developed to meet the adjustments in the way the community operated—a process needs of this population in an environment where expectations, that has come to be known as “culture change.” Lichtenstein’s preferences and priorities may be different from those in a production company, 371 Productions, will work with rose hospital setting. Marie fagan of Lifespan of greater rochester, new york, to convey the film’s lessons about aging, caregiving, end of life “TIMESLIPS” and culture changes to more than 300 employees through the mission of timeSlips, by replacing memory with programs conducted in eight rochester-area workplaces. A imagination, is to bring meaningful, creative engagement consumer engagement project, the program seeks to enlist into the lives of people dealing with dementia resulting from consumers as catalysts for change. conditions such as Alzheimer’s disease and stroke, and to help create person-centered care environments for people “THE PICKER REPORT ON AGING WITH DR. BILL THOMAS” with dementia. timeSlips envisions a society where people the goal of this partnership, which began in May 2010, is to with dementia and memory loss and their caregivers have the raise public awareness of and build support for making long- highest possible quality of life and a society free of the stigma term care person-centered. to that end, the project has taken so often associated with dementia and memory loss. advantage of the tremendous scope and delivery of the social media network. bill thomas is known throughout the world for “THE PICKER PAPERS: A SyMPOSIUM ON his passionate advocacy of elders and elderhood, which he CULTURE CHANGE AND DINING” believes do not receive the attention or respect they deserve. the Picker Papers are a dynamic learning using videos, blogs, commentary and news updates on experience featuring a comprehensive facebook, youtube, twitter and the other social media, Picker THE PICKER PAPERS background paper and webinars of Institute and Dr. thomas are building a strong connection A Symposium on Culture Change presentations by nine of the most sought-after among people who share his and Picker Institute’s vision of and Dining minds in culture change and dining. how person-centeredness enhances variety of life and quality of care in long-term care settings. “‘ALMOST HOME’ OUTREACH: EDUCATING EMPLOyEES ABOUT ELDERCARE AND CULTURE CHANGE” In 2009, Dr. thomas was the first winner of the Picker Award In february 2006, filmmakers brad Lichtenstein and Lisa for Excellence in the Advancement of Patient-Centered Care in gildehaus made a documentary film called Almost Home. a Long-term Care Setting. Jim Conway, IHI, and Sir Donald Irvine, J. Mark Waxman, Picker Institute, Lucile O. Hanscom, Executive Director, Picker Institute and Bev Johnson, IPFCC Picker Institute 12 for more information, please visit us at
  • 13. EduCAtIoN Picker Institute sponsors educational workshops, summit LONG-TERM CARE LEADERSHIP SUMMIT meetings, the Picker Lectures and the Picker Awards to further the 2010 Long-term Care Leadership Summit on oct. 5, its mission of advancing and implementing patient-centered 2010, brought together leaders in the field of long-term care. care to talk about implementing and advancing culture change. Speakers included Dr. bill thomas (“the Picker THE PICKER PLENARy LECTURES report on Aging in America with Dr. bill thomas”), David the Picker Plenary Lecture is delivered annually by a Picker farrell and barbara frank (“Meeting the Leadership Award winner at one or more of the conferences at which Challenge in Long-term Care: what you Do Matters”) and Picker Institute is present. others. the highlight of the summit was the release of the Long-Term Care Improvement Guide, a compendium of 2010 best-practices innovations and approaches for initiating Dr. Atul Gawande and sustaining a resident-centered culture change in 2010 Picker Award for Excellence long-term care and a partner to the very successful Dr. Carolyn Clancy, Director, AhrQ Patient-Centered Care Improvement Guide published by 2007 organizational Picker Award for Excellence Picker and Planetree in 2008. Karen Schoeneman, CMS 2010 Picker Award for Excellence in Long-term Care 2009 Dr. Bill Thomas 2009 Picker Award for Excellence in Long-term Care 2008 Jim Conway, IhI 2008 Picker Award for Excellence 2007 Dr. Karen Davis, President, The Commonwealth Fund 2007 Picker Award for Excellence THE PICKER PATIENT ExPERIENCE SERIES Picker’s educational workshops are an essential component of the institute’s mission to educate the healthcare industry and the general public to the benefits of patient-centered care. Picker sponsors workshops at national and international conferences convened by healthcare organizations like Planetree, Pioneer network, the Institute for healthcare Improvement, ISQua and others. Panel members at the LTC Leadership Summit Dr. Carolyn Clancy, AHRQ Dr. Elliott Fisher and Dr. Atul Gawande Gail Warden, Picker Institute www.pickerinstitute.org 13
  • 14. CoNVErsAtIoNs 2 011- 2 01 2 Ann ual Report CoNVErsAtIoNs I don’t understand abstractions, as a surgeon or as a writer. In both modes, I need to understand a situation through wItH LEAdErs knowing what happens to a particular individual. Let me give you an example: not too long ago I attended a parent-teacher IN tHE FIELd oF conference at my son’s school. I was interested in meeting the new school superintendent and asking him what he was pAtIENt-CENtErEd CArE working on. I thought he’d say educational reform, how to restructure the educational system. but what he spends his one of the ways Picker Institute supports patient- time on, he said, is healthcare. As a result of property tax reform in Massachusetts, his budget for teachers has been centered care is by recognizing people in healthcare slashed. At the same time, the cost of medical benefits for who have made significant contributions to teachers has risen by 9 percent. what is he to do? achieving patient-centered care worldwide. A little later I was talking to my son’s math teacher. he couldn’t Conversations with Leaders in the Field of Patient- quite remember where my son was. with 35 students in the class and one teacher, my son was disappearing somewhere Centered Care is a regular feature that highlights in the middle. people who have promoted patient-centered care in their work or through their organization. As I left the classroom, I ran across a teacher whom I’d operated on for lymphoma. She was tough—she’d survived. but 5 percent of teachers account for 60 percent of teachers’ total healthcare costs, and I suddenly realized that I was part A Conversation with Dr. Atul Gawande of the reason my child was being neglected. Dr. Atul Gawande is a general Seeing these issues in terms of the community where they surgeon in Boston, Mass., were happening, I could understand the problem: Does great and the author of several healthcare for this teacher have to bankrupt my son’s future? internationally best-selling books on modern medicine, Do you have an answer for that question? including, most recently, the Checklist Manifesto, I think hope lies in the bell curve for healthcare costs. there’s a which reached the New York very wide variation, with most people grouped in the mediocre Times’s nonfiction bestseller middle. the same is true of quality outcomes: Most people list in 2010. He has also are in the middle. where I see hope in those facts is that the been a staff writer at the best results often come at the least expense, and the least new yorker magazine since expensive care often achieves the best results. 1998, and many of the pieces Dr. Atul Gawande you’re mentioned “community” several times. How published there about his life important is community, as a concept and as a fact, in as a surgical resident have achieving the triple goal? played a larger role in clinical and political developments in Community matters. there’s always a tension between the healthcare industry. maximizing revenues and meeting the needs of the community. In the end, all medicine—like all politics—is local. At the Institute for Healthcare Improvement’s 22nd Annual the communities that have healthcare systems rather than National Forum on Quality Improvement in Health Care, fragments of care are getting better results at lower costs. you participated in a discussion of the “triple aim”: lower costs and higher quality resulting in better healthcare. As a Central to achieving the triple aim is improving results divided surgeon and a writer, how do you approach this issue? by lowering costs: reducing emergency room visits, eliminating 14 for more information, please visit us at
  • 15. unnecessary imaging and surgery. the teacher I treated—can 3. Collecting data: weather information, crop reporting, we take care of her lymphoma by doing less, by making it grading systems. easier for her to live her life and at the same time giving her the 4. Sharing information through broadcasts, mailers, meetings. best chance of surviving? this was not a case of the government taking control but of What do you think of President Obama’s healthcare local farming communities trying to bend the bell curve of food legislation? costs. And it worked. by 1930 food was down to 24 percent of the family budget, and the workforce in food production was I think it creates great opportunities for developing systems. down to 20 percent. by the 1950s, both proportions were less however much it is attacked, it provides the tools we need, than 10 percent. and the question for us is how do we want to use these tools? Do we want to use them to drive up revenues—and there are a these results were beyond imagining. the abundance in our lot of people saying that—or do we want to use them to create supermarkets became the best argument for the American better healthcare systems in communities so healthcare for way of life and was critical to our becoming a superpower, teachers doesn’t mean sacrificing our children’s future? how with the attendant responsibilities. there were some painful do we lower costs without compromising the quality of care? dislocations, but no vast foreclosures and social unrest. the system was created by trial and error, and by focusing on we can set goals, but is it remotely possible that we can results rather than ideologies. succeed? I’m a little skeptical that a community of 10,000 people can come together and develop a master plan, and I believe this is a road we can replicate. Like the food industry, we’re a nation of more than 300 million. but if we start at the healthcare is comprised of hundreds of thousand s of local local level, we may just succeed. entities. All of them want to provide great care, but they’re measuring success by revenues. How? we’re at a time when hope and belief are sapped out of At the turn of the last century, a major problem facing this society. there is a lack of belief in the collective possibility of country was the cost of food. forty percent of a family’s where we can go. with the wrong incentives, the results have budget went for food, and 50 percent of the workforce was been disastrous. Can it be fixed? no one knows. involved in producing it. It was a fragmented system in which the evidence of how to put better food on the table at a lower In order to transform the food system everywhere, we needed cost was largely ignored. farmers for the most part repudiated to transform it somewhere. that is what we can do with what they called “book farming.” healthcare, learning from it in the same way, through In 1903 a man named Seamon knapp, whom we would deride 1. Experiments in financing as a bureaucrat, defied this logic by making a very simple, 2. Collecting data. the scarcity of reliable healthcare data is very small change: he persuaded a community of farmers a total embarrassment—we know more about cows than to choose one of their number to try scientific farming, with we do about how many people died after surgery in the last the proviso that if the experiment failed the farmer would four years. be reimbursed for his losses. not only did the experiment 3. Innovation not fail, but when the community was hit by the boll weevil, 4. Sharing what we learn the experimental farm survived and thrived. guided by this demonstrable success, farmers followed suit, and by 1930 I don’t know if the government will step up to the plate. but we there were 750,000 demonstration farms. A hodge-podge had became the envy of the world with what we can do with food, come together as a success. and we can do the same in healthcare. It does not seem like it now, but all those small efforts we are making add up to being there were four elements that made this possible: the accountable local community, the caring local community, the organized local community. 1. Making it possible for farmers to own their own land. 2. Adding to the store of available knowledge with experimental/research farms. www.pickerinstitute.org 15
  • 16. CoNVErsAtIoNs 2 011- 2 01 2 Ann ual Report A Conversation with Dr. Arnold P. Gold Dr. Arnold P. Gold, the winner of a 2010 Picker Award for Lifetime Achievement and Chairman Emeritus of the board and co-founder in 1988 with his wife, Sandra O. Gold, of the Arnold P. Gold Foundation, was honored for his lifelong dedication to the advancement of patient-centered care by preserving the tradition of the caring physician and emphasizing the crucial need for humanism in medicine. The mission of the Gold Foundation is to preserve the tradition of the caring doctor and advance humanism in medicine through physician education. Students at more than 94 percent of the schools of medicine and osteopathy in the United States participate in one or more of the foundation’s nearly two dozen programs. Dr. Gold is professor of clinical neurology and clinical pediatrics at Columbia University’s College of Physicians and Surgeons, with which he has been associated for more than 50 years. He received the college’s Distinguished Service Award in 1998. The author of more than 80 published articles and several books in the field of pediatric neurology, Dr. Gold has received numerous special awards, lectureships and professorships and has been a visiting professor at many schools and colleges throughout the world, Dr. Arnold P. Gold including Africa and Europe. The Dr. Arnold P. Gold Child Neurology Center at the Morgan Stanley Children’s Hospital of New York- Presbyterian Hospital, Columbia University Medical Center, was dedicated and opened in 2003. Dr. Gold received the Lifetime Achievement Award from the Child Neurology Center in 2005 and an Honorary Doctorate of Humane Letters degree from the Mount Sinai School of Medicine in 2008. Dr. Gold, you have a stunning resume and a long, long list of more than civility. I maintain that with science alone, we cannot provide publications, honors and awards. But what was it that piqued your the best healthcare possible, nor achieve the best healthcare outcomes, interest in your foundation’s mission of preserving the tradition of or fulfill the social contract that medicine has with society. we can cite the caring physician and advancing humanism in medicine? And all of the reasons—medicine as profit-driven rather than service-driven; how long was it from the concept to the concrete? the marketing behavior of the pharmaceutical industry; the demands of managed care with its limited time for communication and relationship- So how did an academic and a clinician become an activist? In the building; the threats of litigation pitting the doctor and patient on 1980s I became concerned about certain trends in medicine. this was opposite sides, etc.—all forces of our contemporary healthcare system an exciting time for science and technology, and it was apparent that that have weakened the pillar of humanism. our fledgling physicians were becoming enamored with that aspect of medicine. Additional pressures, including limited time for examining your work focuses on children and neurology. In fact, the Dr. Arnold patients, plus the other stresses of medical economics, distanced P. Gold Child Neurology Center at the Morgan Stanley Children’s doctors from their patients. because my patients had taught me so Hospital of New york-Presbyterian Hospital, Columbia University much about the power of relationships and the importance of building Medical Center, was dedicated and opened in 2003. What drew you trust and respect between doctor and patient, I could not accept a to these fields? culture in which patients were referred to as “the tumor in room 202.” though my parents were both lawyers, I set my heart and mind on Do you feel that these two pillars of the medical profession—what becoming a doctor as a young boy. My family played an early role one might even call the basic principles—have lost some of their in developing my professional persona. My mother taught me the stature as medicine has advanced over the past 60 years? To what importance of perseverance and intellectual excellence. My father was do you attribute this decline in civility? known for his humanism and sensitivity. when I began my medical career, for many serious, life-threatening beginning with my parents, at each juncture of my journey, I found the illnesses there simply were no cures. All we had in our black bags was essential mentor or friend who nourished and guided me. the ability to care. today, with our burgeoning science and technology, we have made great progress, but “cure” has overtaken “care” as the of my teachers, I especially remember Dr. Margaret Smith at Charity primary objective in healthcare. I applaud the miraculous scientific hospital in new orleans. My internship at tulane under her guidance advances of the past half-century. was pivotal in shaping my career. when I entered medicine, the formal curriculum was rigorous, but not nearly as voluminous as it is now. At but I agree that we have lost something important—vital, even—in our that time, caring for the sick and dying was often a primary objective, modern medicine with its medical cures and medical perils. And it is since cures for many diseases were unattainable. 16 for more information, please visit us at
  • 17. In the hot new orleans summer of 1954, I was working literally around here’s what I tell medical students: while the textbook knowledge you the clock at Charity hospital. It was at the height of the polio epidemic, have acquired over the years is certain to change, your raison d’ĂȘtre, and we had 35 children in iron lungs requiring constant attention. wards if you will, will not. what will not change—what must not change—is were not air-conditioned, and electricity was not dependable. Like my your conviction that good medical practice is, and should always be, mentor, Dr. Margaret Smith, I slept, ate and stayed at the side of my relationship-centered and humanistic. the realities of illness, death and patients. her behavior was my curricula; her values informed my own. dying require those skills so perfected by your predecessors—those there were no mixed messages or competing values, as there are who had less to offer scientifically, but who knew how to communicate today. Doctors did what their attendings modeled. Meeting the needs compassionately and effectively with patients. of patients—whatever the personal cost—was the norm. Dr. Margaret Smith, with dedication, inspiration and scientific excellence, led me into Seek to emulate those doctors who display technical competence, the world of clinical pediatrics. compassion, empathy and trust. Mostly, you can choose the doctor you want to be. Serendipity plays such an important role in life. when I came to babies hospital at Columbia in 1957, I had planned to go to Johns hopkins you and your wife, who founded the Arnold P. Gold Foundation with to be a pediatric endocrinologist. At Columbia, I met my friend and a you, must have hope for the future of medicine, else you would not founding trustee of the gold foundation, robert Mellins, who was then be working so hard to disseminate your own beliefs. Do you see a pediatric resident. bob convinced me to experience a new field called progress? regress? no change in the status quo? child neurology and led me to one of its founders, Dr. Sidney Carter. one evening I attended rounds with Dr. Carter, and the rest is history. when we started the gold foundation, we felt a bit like the proverbial wanderers in the desert in search of an oasis. “humanism in medicine” Sid was the ultimate and consummate role model–mentor. A brilliant was an amorphous concept, one that few people could wrap their arms clinician, Sid coupled scientific and diagnostic acumen with humanistic around. no one was talking about humanism, and we felt very much out care at the bedside. under his influence, I decided to become a child there, on the fringe. but we were encouraged by a buddhist notion: “not neurologist in spite of my uncle’s warning that “this new field will never all who wander are lost.” give you a single patient.” throughout my more than 50 years as a physician, I have tried to emulate this extraordinary man and to follow now here we are, more than two decades later, and the landscape has his example. changed. humanism and professionalism are no longer an inspiring indulgence. Certification requirements instituted by the u.S. medical As I reflect on the experiences that have taught me the most about licensure agencies stipulate that in order to graduate, medical students doctoring, I realized that my patient-centered practice was born from and residents will have to demonstrate humanistic and professional those early and essential role-model mentors, the explicit and implicit behaviors as part of their core medical competencies. And we are expectations that patients come first and foremost. beginning to see this same requirement for recertification of doctors in practice. What would you say to today’s medical students to remind them of what medicine really is: caring for other people and trying to cure So we are optimistic ... and hopeful. there’s no denying that we’ve left their ills? Can patient-centeredness be taught? the desert. but we must also remain vigilant to insure that relationships and human beings remain at the center of any healthcare interaction. My entrance into medical school held the promise of new discovery. but from experience I learned that each discovery is replaced by the next, that papers and books “age out” and that the single most important read the entire Conversation with Dr. gold at www.pickerinstitute.org, aspect of my life has been the relationships I have enjoyed. Paul Cleary, PhD, Dr. Arnold Gold, Dr. Atul Gawande and Mrs. Sandra Gold Lucile O. Hanscom and Dr. Arnold P. Go.d www.pickerinstitute.org 17
  • 18. FINANCIAL 2 011- 2 01 2 Ann ual Report 2010 STATEMENT OF FINANCIAL ACTIVITIES totAL rEVENuE $1,770,403 totAL EXpENsEs $1,740,734 Programs 1,051,740 European offices 134,860 Meeting & Conferences 80,899 general & Administrative 367,215 Professional fees 106,021 NEt INCoME $29,669 EXPENSE PROGRAM EXPENSE ALLOCATION Professional fees 6% Programs 60% Awards 12% general & Administrative 21% Education 14% Meetings & Conferences 5% European offices 8% grants & Contracts 74% 18 for more information, please visit us at
  • 19. boArd Lucile o. hanscom, left, executive director of Picker Institute, with board members, from left, gail warden, Sam fleming, David Leach, J. Mark waxman, Stephen Schoenbaum and Sir Donald Irvine. PICkER INSTITUTE BOARD OF DIRECTORS J. Mark waxman, Esq., Chairman Samuel fleming, treasurer & Secretary Stephen C. Schoenbaum, M.D., vice Chairman Sir Donald Irvine, M.D., f.r.C.g.P., f.r.C.P., f.Med.Sci. David C. Leach, M.D. gail warden, M.h.A. Lucile o. hanscom, Executive Director 11 Main St., 4th floor P.o. box 777 Camden ME 04843-0777 tel 1.207.236.0157 1.888.680.7500 fax 1.207.236.3570 email info@pickerinstitute.org web www.pickerinstitute.org HARVEY PICkER founder, Picker Institute December 8, 1915–March 22, 2008 “understanding and respecting patients’ values, preferences and expressed needs is the foundation of patient-centered care.” www.pickerinstitute.org 19