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Using Clinical Systems Mentorship (CSM) in Adherence Work Adherence Workshop Kigali, 2009
What is mentorship?
Similarities and differences Supervising Managing Mentoring Advising
The Learner- Centered Model Mentee role  Active partner Mentor role Facilitator Learning process Self-directed, responsible for own learning Relationship Length Goal determined, but has a beginning, middle, end Focus		 Process oriented, critical reflection and application Mutability Dynamic, developmental, changes over time and with development
So to recap… Mentorship is relational, an interpersonal process Mentorship occurs in a context Space: a system  Theme: a programme Time: stages of development Mentorship skills CAN and SHOULD be used by supervisors and advisors
In your work…. Can you name some mentor/mentee pairs?
Adherence advisor and onsite counselor Adherence advisor and onsite MDT Adherence advisor and expert client Adherence advisor and ICAP MDT Adherence advisor and DHT Adherence advisor and patient Adherence advisor and partners (CBO, govt, NGO, etc)
Moving on to CSM
Clinical Systems Mentorship (CSM) CSM is the name of an integrated methodology developed by ICAP  Broadens the relational principles of clinical mentorship to the context of public health programming and health systems strengthening.   It adds specific “macro”skillsrelated to implementation, quality, and capacity building
Goals of CSM The goals of the CSM methodology are to  Implement high quality programs Build capacity to sustain these programs
Where did it come from? Derivative of: Mentorship methodology Communities of practice methodology (Wenger) Diffusion of innovations methodology (Rogers) Appreciative inquiry methodology (Cooperrider) Whole team learning (Engenderhealth) CQI methodology
In short, It is a way of thinking about things, a strategy for doing them, and ensuring you are doing them effectively.
Continuity Care Model
CSM: Three general principles Data and data-based problem identification and remediation, with local ownership and team participation, are fundamental (QI,QA) Specific skillsets are necessary (microskills and macroskills) Strategies change according to context and stage of development
CSM: First general principle The foundation of CSM is the process of continuous data-driven assessment, intervention, and re-assessment Measurability is key Using data for problem remediation is key Those involved in service delivery (TEAMS) lead this process increasingly over time This is also known as Quality Improvement (QI) or Quality Assurance (QA)
Define measures of quality: SOCs Measure Assess measures Design and implement intervention Prioritize problem areas
Second general principle:  Skillsets Microskills (traditional mentorship skills) Interpersonal, communication, facilitation, teaching TEAMS are fundamental Macroskills Specific, content based, task oriented
Third general principle: Stages of Development Needs at start up are different than they are later, after longer functioning. Expectations change Indicators for quality may be different Targets for quality may be different
Developing patient-level capability Developing district- and national-level capability Assess and improve implementation Assess and Build Capacity Assess and improve quality Site Maturity Site Start-up Are you doing what you think you are doing? How well? Is it sustainable? Goal 1: Implement high quality care Goal 2: Build capacity Time
CSM: Summary of general principles Data and data-based problem identification and remediation, with local ownership, are fundamental (QI,QA) Specific skillsets are necessary Strategies change according to context and stage of development
Applying CSM to Adherence
First principle:  Data driven QI Develop a model of care (MOC) with goals and standards (SOC) Devise strategies for implementation Implement Evaluate
Developing a MOC:  Adherence in HIV C&T Adherence measured/assessed Adherence monitored Adherence happens Adherence intervention Testing Home Clinic Clinic Clinic Home Adherence monitored Adherence measured/assessed Adherence happens Counseling Patient entry into care Counseling
Goals and objectives: Points on adherence support model To strengthen the continuum of adherence To measure/assess adherence:  Shekinah will discuss this To monitor adherence (use measures): I will discuss now To intervene in care delivery and receipt of care: Cross-cutting to working sessions To ensure interventions are effective: Remeasure/reassess
Five key components of the MOC Appointment systems (priority) Integrated tracking and tracing systems Adherence counseling and measurement/assessment (priority) Peer education/expert client programs Community linkages and referral
Note: There are two levels Individual level Assessment of individual adherence and planning specific interventions Counseling Support for individuals to disclose, how to integrate adherence into life, etc Program level Is the program as a whole supporting adherence adequately? SOCs Root cause analysis Summation of individual level assessments and interventions become the program level SOCs
Creating SOCs Utilize components of the MOC Set targets
Root cause analysis:  Prioritize Key Issues 	After measures have been assessed, the team can identify their site priorities: ,[object Object]
Problems that can be easily fixed
Long term issues that need to be addressed but may take more time,[object Object]
Example: Assessing Measures
Proposed Analysis
Example: Assessing Measures
Proposed Analysis
Main idea Measurement is pointless unless you USE the data for monitoring and intervention planning
Third principle: Context Adherence challenges change over time and targets and expectations, as well as interventions, need to be flexible Your role may change as district mentors might be your mentees over time
A Social Model of Adherence for sub-Saharan Africa Ware and Bangsberg PLoS Medicine (in press) Adherence fulfills responsibility to  helpers and preserve relationships as a resource Relationships as resources to overcome economic obstacles to adherence Social Capital Improving Health Social Structural: Patterns of Inequality, e.g., stigma, gender inequality Individual: HIV knowledge Med side effects Cognitive function Mental health Alcohol Use Resource Scarcity Resource Scarcity Infrastructural: Few treatment sites Distance to care Cost/Availability of  Transportation Cultural: Religious Beliefs Respect for Authority Importance of having children

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Clinical Systems Mentorship and Adherence: The ICAP Approach

  • 1. Using Clinical Systems Mentorship (CSM) in Adherence Work Adherence Workshop Kigali, 2009
  • 3. Similarities and differences Supervising Managing Mentoring Advising
  • 4.
  • 5. The Learner- Centered Model Mentee role Active partner Mentor role Facilitator Learning process Self-directed, responsible for own learning Relationship Length Goal determined, but has a beginning, middle, end Focus Process oriented, critical reflection and application Mutability Dynamic, developmental, changes over time and with development
  • 6. So to recap… Mentorship is relational, an interpersonal process Mentorship occurs in a context Space: a system Theme: a programme Time: stages of development Mentorship skills CAN and SHOULD be used by supervisors and advisors
  • 7. In your work…. Can you name some mentor/mentee pairs?
  • 8. Adherence advisor and onsite counselor Adherence advisor and onsite MDT Adherence advisor and expert client Adherence advisor and ICAP MDT Adherence advisor and DHT Adherence advisor and patient Adherence advisor and partners (CBO, govt, NGO, etc)
  • 10. Clinical Systems Mentorship (CSM) CSM is the name of an integrated methodology developed by ICAP Broadens the relational principles of clinical mentorship to the context of public health programming and health systems strengthening. It adds specific “macro”skillsrelated to implementation, quality, and capacity building
  • 11. Goals of CSM The goals of the CSM methodology are to Implement high quality programs Build capacity to sustain these programs
  • 12. Where did it come from? Derivative of: Mentorship methodology Communities of practice methodology (Wenger) Diffusion of innovations methodology (Rogers) Appreciative inquiry methodology (Cooperrider) Whole team learning (Engenderhealth) CQI methodology
  • 13. In short, It is a way of thinking about things, a strategy for doing them, and ensuring you are doing them effectively.
  • 15. CSM: Three general principles Data and data-based problem identification and remediation, with local ownership and team participation, are fundamental (QI,QA) Specific skillsets are necessary (microskills and macroskills) Strategies change according to context and stage of development
  • 16. CSM: First general principle The foundation of CSM is the process of continuous data-driven assessment, intervention, and re-assessment Measurability is key Using data for problem remediation is key Those involved in service delivery (TEAMS) lead this process increasingly over time This is also known as Quality Improvement (QI) or Quality Assurance (QA)
  • 17. Define measures of quality: SOCs Measure Assess measures Design and implement intervention Prioritize problem areas
  • 18. Second general principle: Skillsets Microskills (traditional mentorship skills) Interpersonal, communication, facilitation, teaching TEAMS are fundamental Macroskills Specific, content based, task oriented
  • 19. Third general principle: Stages of Development Needs at start up are different than they are later, after longer functioning. Expectations change Indicators for quality may be different Targets for quality may be different
  • 20. Developing patient-level capability Developing district- and national-level capability Assess and improve implementation Assess and Build Capacity Assess and improve quality Site Maturity Site Start-up Are you doing what you think you are doing? How well? Is it sustainable? Goal 1: Implement high quality care Goal 2: Build capacity Time
  • 21. CSM: Summary of general principles Data and data-based problem identification and remediation, with local ownership, are fundamental (QI,QA) Specific skillsets are necessary Strategies change according to context and stage of development
  • 22. Applying CSM to Adherence
  • 23. First principle: Data driven QI Develop a model of care (MOC) with goals and standards (SOC) Devise strategies for implementation Implement Evaluate
  • 24. Developing a MOC: Adherence in HIV C&T Adherence measured/assessed Adherence monitored Adherence happens Adherence intervention Testing Home Clinic Clinic Clinic Home Adherence monitored Adherence measured/assessed Adherence happens Counseling Patient entry into care Counseling
  • 25. Goals and objectives: Points on adherence support model To strengthen the continuum of adherence To measure/assess adherence: Shekinah will discuss this To monitor adherence (use measures): I will discuss now To intervene in care delivery and receipt of care: Cross-cutting to working sessions To ensure interventions are effective: Remeasure/reassess
  • 26. Five key components of the MOC Appointment systems (priority) Integrated tracking and tracing systems Adherence counseling and measurement/assessment (priority) Peer education/expert client programs Community linkages and referral
  • 27. Note: There are two levels Individual level Assessment of individual adherence and planning specific interventions Counseling Support for individuals to disclose, how to integrate adherence into life, etc Program level Is the program as a whole supporting adherence adequately? SOCs Root cause analysis Summation of individual level assessments and interventions become the program level SOCs
  • 28. Creating SOCs Utilize components of the MOC Set targets
  • 29.
  • 30.
  • 31. Problems that can be easily fixed
  • 32.
  • 37. Main idea Measurement is pointless unless you USE the data for monitoring and intervention planning
  • 38. Third principle: Context Adherence challenges change over time and targets and expectations, as well as interventions, need to be flexible Your role may change as district mentors might be your mentees over time
  • 39. A Social Model of Adherence for sub-Saharan Africa Ware and Bangsberg PLoS Medicine (in press) Adherence fulfills responsibility to helpers and preserve relationships as a resource Relationships as resources to overcome economic obstacles to adherence Social Capital Improving Health Social Structural: Patterns of Inequality, e.g., stigma, gender inequality Individual: HIV knowledge Med side effects Cognitive function Mental health Alcohol Use Resource Scarcity Resource Scarcity Infrastructural: Few treatment sites Distance to care Cost/Availability of Transportation Cultural: Religious Beliefs Respect for Authority Importance of having children
  • 40. Developing patient-level capability Developing district- and national-level capability Assess and improve implementation Assess and Build Capacity Assess and improve quality Site Maturity Site Start-up Are you doing what you think you are doing? How well? Is it sustainable? Goal 1: Implement high quality care Goal 2: Build capacity Time