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Punch / Counter-Punch:
  Biopsy of a Successful
Integrated Care Program
       Perspectives from
  Primary Care and Psychiatry
                   Timothy Florence, MD
                          Ray Rion, MD
                          April 25, 2012
Pre-partnership Era
Goals for Today
 Discuss key elements of a successful
  integrated care partnership
 Mind the Gap – avoiding potential
  pitfalls and overcoming barriers
 Review roles of professional staff
What is a partnership?
What is a partnership?
There are many kinds of
partnerships
Partnership
A voluntary collaborative agreement
between two or more parties in which
participants agree to work together to
achieve a common purpose or
undertake a specific task and to share
risks, responsibilities, resources,
competencies and benefits.
The Local “Public Option”
Guide Posts of Policy and Practice
  Serve persons with serious mental
   illness, developmental disabilities
   and severe emotional disturbances
  Provide integrated medical and
   behavioral healthcare through
   health homes
  Michigan Mental Health Code
  Medicaid regulations
Difficult Choices


  Greatest Good for the
    Greatest Number
            Vs

Serving the Least Well Off
Why Partner
        with Primary Care?

 Mental health consumers are less likely
  to receive care for chronic physical
  health conditions than the general
  population
 Serious mental illness is associated with
  increased morbidity and mortality
  due to general medical conditions
Why Partner
           with Primary Care?

 Individuals with serious mental illness served
  by our public mental health system die 25
  years earlier than the general population.
      NASMHPD 2006
 Chronic conditions receive episodic care
 Prevent disease progression
 Enhance self management/patient activation
      Modify modifiable risk factors
WCHO Frequency of Multimorbidity


                                          Nearly three out of
                                              every four
                                          consumers has 2 +
                                          concurrent chronic
                                              conditions




Mental Illness, Developmental Disabilities, Substance Use Disorder, Asthma, Emphysema,
Bronchitis, Heart Disease, Diabetes, Hepatitis, Hypertension, Cholesterol, Chronic Pain.
WCHO Disease Management Consumers
    with Serious Mental Illness


           1 in 3 dual-        1 in 4 dual-
          eligibles have   eligibles have triad
       triad of SMI/HTN/       of SMI/HTN/
          Dyslipedemia           Diabetes
WCHO Disease Management Consumers
   with Developmental Disabilities

         Nearly 1 in 2
                              1 in 3 dual-
         dual-eligibles
                             eligibles have
       have triad of DD/
                           triad of DD/HTN/
             HTN/
                                Diabetes
        Dyslipidemia
Packard Health
Packard Health
 A private, tax exempt Family Practice
 Eight PCPs (5 MD, 3 NP), health educator,
  and administrative and office staff
 The population
   8000 patients / 19,000 annual visits
   Provide care regardless of insurance
    status/sliding fee
   65% uninsured/capitated county plan
    (WHP)/Medicaid/Medicare
   35% conventionally insured or pay market rates
Packard Health 2012:
A Community Partnership for Care
 Combines primary care, mental
  health care, health promotion, and
  disease management programs in
  one comprehensive family practice
  setting.
 Establish ongoing relationships with
  our patients to help each individual
  achieve his/her fullest health
  potential.
Prevalence of Psychiatric Disorders in
Primary Care Patients




                         Mauksch et al, JFP 2001
Impact of
Cumulative Social Disadvantage

 Mortality is increased by:
     Lack of adequate housing
     Lower income
     Poor social cohesion
     Limited education
     Multi-morbidity
 Housing, income, and social
  relatedness are treatments
Why Integrate Care?

   The medical model is
necessary but not sufficient
     to bend the curve
Integrated Health Care
 “Reunification in practice of mind and body”
 Health care model in which “physical health”
  and “mental health” clinicians partner to
  manage health conditions
 Shift away from disease-focused system to a
  person-centered system
 Single treatment plan focused on what
  patients/consumers need
Core Environmental Factors
   For Successful Integration
 Recognize that the population exists in the
  practice
 Consciously decide how the practice will address
  behavioral healthcare integration
 Establish a learning environment
 Leadership, both administrative and clinical
 Understand the capacity of the practice to
  provide integrated care
 Individual characteristics and roles of the
  primary care providers and mental health
  professionals
Recognize That the Population
    Exists In the Practice
 Know, acknowledge and accept that the
  target population exists in the practice
   Already committed to your patients
 If the perception is that it doesn’t exist:
   Provide evidence that it does
   Implement simple screening tools to
    demonstrate presence of behavioral health
    conditions and/or needs
Packard Health
           Collaborative Care
 The Reality              The Plan
   Many patients with       To create access to
    significant mental        mental health services
    health conditions –      To reduce
    most not meeting          fragmentation of
    CMH criteria              services for vulnerable
   Primary care              patients
    providers                To utilize existing
    prescribing for           resources more
    complex patients          effectively to achieve
    who have no               improvements in
    primary mental            health status
    health provider          CSTS “graduates”
Consciously Decide How the Practice
 Will Address Healthcare Integration


 Refer to outside providers

 Provide onsite comprehensive care
   Continuum of integration
The Synergy
     PACKARD                           CSTS
   Patients with                Establishment of
    complex needs                 primary mental health
   Trust relationship            provider
    with primary                 Coordination of
    health provider               treatment and services
   More appropriate
    use of provider
    time

•Use of multidisciplinary team to improve health outcomes
•Blending organizational resources to improve access to care
Staffing the Packard Partnership

 A full time behavioral health specialist
  (LMSW) on site and a ½ day per week
  of psychiatry
 Disease management nurse
 Joint supervision & oversight of the
  program by Packard, CSTS and WCHO
Establishing a
      Learning Environment
 Support innovation and creativity
 Support education and team learning
  and training
 Model personal mastery
 Talk about vision
 Support systems thinking
 If it doesn’t exist -
   Identify leadership and create it through
    an organizational development plan
“Strangers in the Night”
 Most primary care providers receive
  little behavioral health training
 Psychiatrists receive limited training in
  outpatient management of chronic
  medical conditions
 Primary care providers and
  psychiatrists generally receive no
  significant training in collaborative,
  integrated practice arrangements
The Great Cultural Divide…
 Primary Care Docs                Psychiatrists
   10-15 minute blocks              30-60 minute sessions
   Deal directly with                  Time with consumers
    other physicians                     considered sacrosanct
     Find it difficult to deal      Team decision model
      with interdisciplinary         Behavioral health records
      team                            are long and complex
   Medical records                     Contain goals and objectives
    short, concise                      Variety of provided services;
    summaries of the                     may be re-evaluated over
    diagnosis, treatment                 time
    and outcome                         Contain consumer input
   Language = patients              Language = clients or
                                      consumers
Learning Environment Critical
   to Overcoming Barriers
 Collaboration across two different cultures
   Inertia, resistance
 Provider factors
   Comfort level, mind/body dichotomy, stigma
 Space
   Not incorporated into facilities planning
 Systems issues
   Funding streams, payment systems, billing
   Informatics
      Documentation, integrated medical record
Leadership
 Administrative Leadership
   Identify a champion who won’t give up
   Barrier buster activities
 Clinical Leadership
   Identify a provider with a commitment to the
    model
 If it doesn’t exist
   Identify an opinion leader or two and convince
    them of the viability
   Get them trained and have them start using it
   Organizational leadership development program
Capacity of the Practice
 Infrastructure
   Technology
   Space or capacity to share
   Reception staff
 Dedication to integrated healthcare
 Collegiality
 If it doesn’t exist
   Identify barriers and determine how to and
    when to create breakthroughs
   Add to organizational development plan
Individual Characteristics of
    Integrated Care Staff
 General Characteristics
     Collegial
     Flexible (comfort zone, roles, space)
     Autonomous
     Multitasking ability and tolerance
     Practicality (Common sense biopsy)
     Assertive
     Clear understanding of what CAN be
      done
Medical Provider Characteristics
 Primary Care Providers
   Differences in training (Internal Medicine
    vs. Family Practice vs. others)
 Psychiatrists
   Community psychiatry focus
   The Generalist / Teacher
Roles of the
  Behavioral Heath Specialist
 Direct service provider
 Consultant to both psychiatrist and
  primary care providers
 “Speak truth to power”
     Allow and accept recommendations from
      non-medical professionals
 Community liaison
Roles of the
Behavioral Health Specialist
   Linchpin / Mortar
   Liaison between PCP and psychiatrist
   Triage officer, crisis manager
   Joint sessions (“co-visits”) with PCP staff
   “Curbside” consultant
   Bridge care between PCP and CMH
   Provide ongoing follow up for psychiatrist
   Manager of psychiatry time
   Brief treatments and case management
Role of the Psychiatrist

 Educator, Clinician and Liaison
     Curbsides
     Co-visits
     Consultation
     Co-management
     Clinical Teaching
     Case conferences
     Community bridging
Outreach
Success depends upon it




                          O   utreach is a
                          profound
                          manifestation of
                          unconditional positive
                          regard offered
                          towards a stranger.
Psychiatric Outreach:
     Starting Where the PCP Is
 Bring the door to the PCP
   Meet where he/she is, literally and figuratively
   Different PCPs => Different stages of change
 Service must meet perceived needs
   PCPs don’t care how much you know until they
    know you will help
   Offer service, be concrete, actively listen
   Be always available and become indispensable
 Remember Maslow
   Motivational enhancement of PCP
   See one, do one, teach one
Engagement
Central to all work with primary care providers


                              E   ngagement is a
                              process of relational
                              discovery between
                              two or more people. It
                              is characterized by
                              mutual respect,
                              shared responsibility,
                              and commitment
                              towards positive
                              change.
PCP Engagement
            As Empowerment
 Have perception of poor access to and
  communication from psychiatry
 Opportunity to “do with”
 Have appreciation of PCPs’ strengths
 Building of trust and relationships are key
 Work from stance of consensus rather than
  coercion or isolation
 Cultivate change together
 Facilitate recovery from days of split treatment,
  practice silos and the mind/body dichotomy
In Summary
Core Factors For
     Successful Integration

 Recognize that the population exists in the
  practice
   Already committed to your patients
 Consciously decide how the practice will
  address behavioral healthcare integration
   Make a plan
 Establish a learning environment
   Change is a process
   Develop a process that supports change
Core Factors
   For Successful Integration
 Leadership, both administrative and
  clinical
   Transform the culture as well as the process
 Understand the capacity of the practice to
  provide integrated care
   Grow, but know your limits
 Individual characteristics of the primary
  care providers and mental health
  professionals
   Get the right people on the bus
Core Factors
   For Successful Integration
 The role of the psychiatrist and behavioral
  health specialist
   Adapt to the patient and provider needs
   Make yourself indispensable
Thank you

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Punch/Counter Punch: Biopsy of a Successful Integrated Care Program

  • 1. Punch / Counter-Punch: Biopsy of a Successful Integrated Care Program Perspectives from Primary Care and Psychiatry Timothy Florence, MD Ray Rion, MD April 25, 2012
  • 3. Goals for Today  Discuss key elements of a successful integrated care partnership  Mind the Gap – avoiding potential pitfalls and overcoming barriers  Review roles of professional staff
  • 4. What is a partnership?
  • 5. What is a partnership?
  • 6. There are many kinds of partnerships
  • 7. Partnership A voluntary collaborative agreement between two or more parties in which participants agree to work together to achieve a common purpose or undertake a specific task and to share risks, responsibilities, resources, competencies and benefits.
  • 9. Guide Posts of Policy and Practice  Serve persons with serious mental illness, developmental disabilities and severe emotional disturbances  Provide integrated medical and behavioral healthcare through health homes  Michigan Mental Health Code  Medicaid regulations
  • 10. Difficult Choices Greatest Good for the Greatest Number Vs Serving the Least Well Off
  • 11. Why Partner with Primary Care?  Mental health consumers are less likely to receive care for chronic physical health conditions than the general population  Serious mental illness is associated with increased morbidity and mortality due to general medical conditions
  • 12. Why Partner with Primary Care?  Individuals with serious mental illness served by our public mental health system die 25 years earlier than the general population.  NASMHPD 2006  Chronic conditions receive episodic care  Prevent disease progression  Enhance self management/patient activation  Modify modifiable risk factors
  • 13. WCHO Frequency of Multimorbidity Nearly three out of every four consumers has 2 + concurrent chronic conditions Mental Illness, Developmental Disabilities, Substance Use Disorder, Asthma, Emphysema, Bronchitis, Heart Disease, Diabetes, Hepatitis, Hypertension, Cholesterol, Chronic Pain.
  • 14. WCHO Disease Management Consumers with Serious Mental Illness 1 in 3 dual- 1 in 4 dual- eligibles have eligibles have triad triad of SMI/HTN/ of SMI/HTN/ Dyslipedemia Diabetes
  • 15. WCHO Disease Management Consumers with Developmental Disabilities Nearly 1 in 2 1 in 3 dual- dual-eligibles eligibles have have triad of DD/ triad of DD/HTN/ HTN/ Diabetes Dyslipidemia
  • 17. Packard Health  A private, tax exempt Family Practice  Eight PCPs (5 MD, 3 NP), health educator, and administrative and office staff  The population  8000 patients / 19,000 annual visits  Provide care regardless of insurance status/sliding fee  65% uninsured/capitated county plan (WHP)/Medicaid/Medicare  35% conventionally insured or pay market rates
  • 18. Packard Health 2012: A Community Partnership for Care  Combines primary care, mental health care, health promotion, and disease management programs in one comprehensive family practice setting.  Establish ongoing relationships with our patients to help each individual achieve his/her fullest health potential.
  • 19. Prevalence of Psychiatric Disorders in Primary Care Patients Mauksch et al, JFP 2001
  • 20.
  • 21. Impact of Cumulative Social Disadvantage  Mortality is increased by:  Lack of adequate housing  Lower income  Poor social cohesion  Limited education  Multi-morbidity  Housing, income, and social relatedness are treatments
  • 22. Why Integrate Care? The medical model is necessary but not sufficient to bend the curve
  • 23. Integrated Health Care  “Reunification in practice of mind and body”  Health care model in which “physical health” and “mental health” clinicians partner to manage health conditions  Shift away from disease-focused system to a person-centered system  Single treatment plan focused on what patients/consumers need
  • 24. Core Environmental Factors For Successful Integration  Recognize that the population exists in the practice  Consciously decide how the practice will address behavioral healthcare integration  Establish a learning environment  Leadership, both administrative and clinical  Understand the capacity of the practice to provide integrated care  Individual characteristics and roles of the primary care providers and mental health professionals
  • 25. Recognize That the Population Exists In the Practice  Know, acknowledge and accept that the target population exists in the practice  Already committed to your patients  If the perception is that it doesn’t exist:  Provide evidence that it does  Implement simple screening tools to demonstrate presence of behavioral health conditions and/or needs
  • 26. Packard Health Collaborative Care  The Reality  The Plan  Many patients with  To create access to significant mental mental health services health conditions –  To reduce most not meeting fragmentation of CMH criteria services for vulnerable  Primary care patients providers  To utilize existing prescribing for resources more complex patients effectively to achieve who have no improvements in primary mental health status health provider  CSTS “graduates”
  • 27. Consciously Decide How the Practice Will Address Healthcare Integration  Refer to outside providers  Provide onsite comprehensive care  Continuum of integration
  • 28. The Synergy PACKARD CSTS  Patients with  Establishment of complex needs primary mental health  Trust relationship provider with primary  Coordination of health provider treatment and services  More appropriate use of provider time •Use of multidisciplinary team to improve health outcomes •Blending organizational resources to improve access to care
  • 29. Staffing the Packard Partnership  A full time behavioral health specialist (LMSW) on site and a ½ day per week of psychiatry  Disease management nurse  Joint supervision & oversight of the program by Packard, CSTS and WCHO
  • 30. Establishing a Learning Environment  Support innovation and creativity  Support education and team learning and training  Model personal mastery  Talk about vision  Support systems thinking  If it doesn’t exist -  Identify leadership and create it through an organizational development plan
  • 31. “Strangers in the Night”  Most primary care providers receive little behavioral health training  Psychiatrists receive limited training in outpatient management of chronic medical conditions  Primary care providers and psychiatrists generally receive no significant training in collaborative, integrated practice arrangements
  • 32. The Great Cultural Divide…  Primary Care Docs  Psychiatrists  10-15 minute blocks  30-60 minute sessions  Deal directly with  Time with consumers other physicians considered sacrosanct  Find it difficult to deal  Team decision model with interdisciplinary  Behavioral health records team are long and complex  Medical records  Contain goals and objectives short, concise  Variety of provided services; summaries of the may be re-evaluated over diagnosis, treatment time and outcome  Contain consumer input  Language = patients  Language = clients or consumers
  • 33. Learning Environment Critical to Overcoming Barriers  Collaboration across two different cultures  Inertia, resistance  Provider factors  Comfort level, mind/body dichotomy, stigma  Space  Not incorporated into facilities planning  Systems issues  Funding streams, payment systems, billing  Informatics  Documentation, integrated medical record
  • 34. Leadership  Administrative Leadership  Identify a champion who won’t give up  Barrier buster activities  Clinical Leadership  Identify a provider with a commitment to the model  If it doesn’t exist  Identify an opinion leader or two and convince them of the viability  Get them trained and have them start using it  Organizational leadership development program
  • 35. Capacity of the Practice  Infrastructure  Technology  Space or capacity to share  Reception staff  Dedication to integrated healthcare  Collegiality  If it doesn’t exist  Identify barriers and determine how to and when to create breakthroughs  Add to organizational development plan
  • 36. Individual Characteristics of Integrated Care Staff  General Characteristics  Collegial  Flexible (comfort zone, roles, space)  Autonomous  Multitasking ability and tolerance  Practicality (Common sense biopsy)  Assertive  Clear understanding of what CAN be done
  • 37. Medical Provider Characteristics  Primary Care Providers  Differences in training (Internal Medicine vs. Family Practice vs. others)  Psychiatrists  Community psychiatry focus  The Generalist / Teacher
  • 38. Roles of the Behavioral Heath Specialist  Direct service provider  Consultant to both psychiatrist and primary care providers  “Speak truth to power”  Allow and accept recommendations from non-medical professionals  Community liaison
  • 39. Roles of the Behavioral Health Specialist  Linchpin / Mortar  Liaison between PCP and psychiatrist  Triage officer, crisis manager  Joint sessions (“co-visits”) with PCP staff  “Curbside” consultant  Bridge care between PCP and CMH  Provide ongoing follow up for psychiatrist  Manager of psychiatry time  Brief treatments and case management
  • 40. Role of the Psychiatrist  Educator, Clinician and Liaison  Curbsides  Co-visits  Consultation  Co-management  Clinical Teaching  Case conferences  Community bridging
  • 41. Outreach Success depends upon it O utreach is a profound manifestation of unconditional positive regard offered towards a stranger.
  • 42. Psychiatric Outreach: Starting Where the PCP Is  Bring the door to the PCP  Meet where he/she is, literally and figuratively  Different PCPs => Different stages of change  Service must meet perceived needs  PCPs don’t care how much you know until they know you will help  Offer service, be concrete, actively listen  Be always available and become indispensable  Remember Maslow  Motivational enhancement of PCP  See one, do one, teach one
  • 43. Engagement Central to all work with primary care providers E ngagement is a process of relational discovery between two or more people. It is characterized by mutual respect, shared responsibility, and commitment towards positive change.
  • 44. PCP Engagement As Empowerment  Have perception of poor access to and communication from psychiatry  Opportunity to “do with”  Have appreciation of PCPs’ strengths  Building of trust and relationships are key  Work from stance of consensus rather than coercion or isolation  Cultivate change together  Facilitate recovery from days of split treatment, practice silos and the mind/body dichotomy
  • 46. Core Factors For Successful Integration  Recognize that the population exists in the practice  Already committed to your patients  Consciously decide how the practice will address behavioral healthcare integration  Make a plan  Establish a learning environment  Change is a process  Develop a process that supports change
  • 47. Core Factors For Successful Integration  Leadership, both administrative and clinical  Transform the culture as well as the process  Understand the capacity of the practice to provide integrated care  Grow, but know your limits  Individual characteristics of the primary care providers and mental health professionals  Get the right people on the bus
  • 48. Core Factors For Successful Integration  The role of the psychiatrist and behavioral health specialist  Adapt to the patient and provider needs  Make yourself indispensable

Hinweis der Redaktion

  1. Medicaid contract / MI Mental Health Code / “Shall” waitlist / Full MH capitation and risk
  2. Case management / addressing issues stemming from poverty - The wheel house of Community Mental Health
  3. Eg. PHQ-9, GAD-7, Audit-C, MDQ, etc
  4. Person-centered; Defined population; EBPs; Measurement-based; Treat to target approach Our philosophy is the social worker needs to become part of the primary care team- not an alternative track of service The social worker must create an environment of engagement for the primary care team Regular communication with primary care providers is important A social worker who “actively hangs out” Success has come after we learned that you must have the right person in this role
  5. Your typical PCP – broke and living on a park bench
  6. Broaden and deepen knowledge base