Accountability for Care

The conversation about accountability for care is well underway, and there is no turning back now.  The road ahead for dedicated people in the clinic includes real uncertainty regarding how to deliver on this new promise of accountability from care coordination to capitated payments.  But that road also represents the path of building the legacy of the clinic from the reputation in the community to the entity value if it were to change ownership.

 

It’s why being social as a clinic with a fully engaged staff is so important in the culture of care.  Because the reputation does hinge on the physicians, but it is also influenced by everyone else on staff as well.  For many in the clinic this idea of being social is just as much of a challenge between clinical and clerical staff as it is between those same people and patients.  Too often the patient experience is defined by the need to fix a problem.  So the interaction from scheduling the appointment to checking out following the examination is this routinized series of fragmented sound bite conversations.

 

The accountability for care does include being social and it must include a personalized dialogue between each patient and the clinic staff.  It’s a big step from the “pay-for-the-transaction-to-address-my-latest-problem” experience that we’ve all become familiar with through generations of families.  It is this unfortunate culture that has many in the clinic doing what a wise statistician once expressed to me as “checking your brain at the door.”  What he meant was that too often people are so focused on the data that they fail to recognize the influence of human factors and individual differences of people.

 

Take the example of the receptionist who views each person as an appointment, insurance plan and a copayment.  That information represents the data that she is too focused on as she overlooks the opportunity of the personal interaction with each patient.  It can also carry through to the exam area where the physician views the patient in terms of the History of Present Illness (HPI) and one of a certain number of patients per hour in productivity.  It’s important for everyone to reconcile the true expectations for the patient experience in the clinic in terms of appropriate interactions based upon knowledge, skills and training.

 

The reputation of the clinic has for so long been driven by the word of mouth reputation of patients.  It still matters today even with our new levels of online or “virtual” interactions with social media. But being social is the foundation for any of these interactions, whether in-person or online.  It matters because without the shared perspective of the importance of each interaction with every patient, it’s easy to fall into the trap of just issuing directives and broadcasting from your given role with that patient data in the clinic.  So don’t check your brain at the door, bring it with you to all of those interactions because accountability for care is much more than just the patient’s data.

A Diagnosis and a Label in the Patient Experience

I’ve been sharing the story of the experience that I am sharing with a member of my family recently diagnosed with vascular cognitive impairment (VCI).  Of course I’m not the only one sharing this experience as so many others in my family are also very much involved in helping someone we care about so much.  There is a lot behind that word ‘care’ in the patient experience, and we all learned a great lesson during the conversation following the diagnosis.

The word ‘dementia’ was also mentioned in the context of the medical diagnosis.  In fact, the contextual data that the physician evaluated to help explain the noises that only she was hearing in addition to other much less frequent symptoms led to another context for this person in my family.  She immediately responded to the use of ‘dementia’ with, “I’m not crazy”.  It’s an important lesson regarding how each of us perceive and use labels to simplify the contextual information that we experience in our lives.  None of us in the family have used the term ‘dementia’ with her since that conversation following the diagnosis.

What we do instead every day is share the experience the best we can by listening to her and talking about what’s going on in terms of symptoms at any given time.  It’s also about sustaining those traditions that she has enjoyed for so many years.  When the noises were getting louder one day last week in the early afternoon, we decided to go out to a local mall for a change of scenery and a little exercise.  What we also managed to do in that time was find and purchase the annual Christmas sweater and even enjoy a cup of coffee.  While enjoying the coffee, I asked her about the noises and she said with a smile, “it’s much less now”.  I’m not sure this was a perfect solution, but she and I enjoyed the whole experience in the mall and even a few stories over that cup of coffee.

As we all move forward in the community of healthcare with the proliferation of electronic data, it’s more important than ever to be sensitive and tread lightly within the context of this information.  With drop-down selections for health conditions in EHR software there is a real ease in translating that same drop-down context right into labeling the patient experience.  While the diagnosis is real and being concise is important, there is a lot more going on in that patient experience than the label that can be so easily attached to someone.  Being present in the moment with a patient has as much to do with the journey of the experience as it does measuring the outcomes of any treatment plan.  Be careful with the ease of use of those labels for people and you’ll find that there is likely another ease in learning even more about that patient experience beyond that electronic personal health data.  What’s more, you don’t even need clinical training to be an active listener and be present in the moment.

A Shared Patient Experience and Being Thankful

As we move into the year-end holiday season when so many great memories are made with family and friends, I would like to share in an experience that I’m sharing with a family member recently diagnosed with vascular cognitive impairment (VCI).  It’s been a journey for her so far, and for us its been about being present in the moment with her every day.  The journey is one that only she truly understands and feels, and it’s literally an experience that can change hour-by-hour.

Being a listener has a lot to do with being present in the moment with her, and we’re all thankful for this time that we have to share right now.  She is thankful to us for being there for her every day, especially when the symptoms of memory loss cause frustration.  Although the nature of this VCI diagnosis for her is irreversible, we don’t to worry about looking back with a sense of loss.  What we can do is make the most of being in the moment and each and every day.

It’s a patient experience that for her is so much more than being in the clinic for the previous or the next appointment.  For all of us in the family, its about being present in a shared experience that is a day in the life for all of us.  Although ‘impairment’ is the last word in the VCI acronym, ‘empowerment’ is the first word for us all share in this journey with her as active listeners and thankful people in a shared life experience.

Open Enrollment and the Receptive Clinic

If there was ever a time to think about sales in the clinic, its the open enrollment period that we’re in the midst of when patients have an opportunity to review insurance options and shop around for their care.  Being receptive means a lot these days, and in the culture of care it’s been too often identified with a problem that the patient brings to the clinic with an appointment request.  The sales opportunity during open enrollment is one of those interactions in the clinic where a patient can easily get a snapshot of how receptive people really are in the clinic.

Since the trust between patient and physician is so important, this inquiry by a potential new patient is a test of whether or not the staff in the clinic are fully engaged and aware in a culture of care.  We’ve all had our own experiences of the ‘hurry up and wait’ appointment in the clinic where we sit in the reception area awaiting the nurse to open that door to the exam area hallway and announce our name.  But as we continue on this new path of accountability for health outcomes and the engaged patient, there is an unresolved process among the entire clinic staff regarding how each person will participate and ‘be receptive’ in this culture of care, regardless of medical training.  Because as the patient experience has already been characterized by ‘outpatient’ care, the extension of this experience into improving health outcomes by engaging patients with data and changing behaviors will necessarily require a fully engaged staff beyond just those with medical training.

Consider the nature of the patient experience in the course of daily life.  Being receptive as a fully engaged staff is about being social as a staff with clear expectations of how to appropriately participate in the new culture of care.  Social media does not resolve this for many reasons.  First, it is not appropriate for physicians and patients to exchange electronic personal health information (ePHI) in these platforms.  Second, a social media post is just as much a broadcast message that has a life of its own to unknown viewers as it is a replacement for the traditional phone call – privacy still matters.  Third, participation creates a new set of risks from reputation to expectations of responsiveness when people engage the clinic in this manner.

It’s as important to define what responsive means among those real-time conversations like that traditional phone call as it is in the progressive use of social media for the fully engaged clinic staff.  Inquiries will come from patients new and old, and it’s critical that people on staff (and not just physicians) are aware of these multiple access points to the clinic and what to do in each scenario.

Last year, I had an experience with two members of a clinic staff who proved to me the little things do mean a lot in being receptive.  It was open enrollment season, so I reviewed the book of eligible providers in one of the insurance plans and found an MD who was within 10 miles.  When I called the clinic, I spoke only to the receptionist with two questions in mind:  1) Is this MD accepting new patients?  2) When can he and I have a conversation to get to know one another before I commit to becoming a patient (bring my trust and insurance plan to the clinic)?  The answer to the first question was, “Yes” and the second answer was, “OK”with clear hesitation in voice followed by, “He can call you today after he completes his rounds at the hospital, just give me your phone number”.  That day passed without a return call from the MD.  It was clear to me that reception was not a priority at this clinic, so my interest also passed with the close of that day of my inquiry with no response.

An interesting thing happened about six weeks later.  The practice manager of this clinic suddenly decided to call me regarding my inquiry to her receptionist colleague.  She initially reminded me of my inquiry, since so much time had passed since I spoke to that receptionist, and stated that she was calling ‘just to let me know’ that the MD was not accepting patients and that he had no intention of returning my phone call.  Because I appreciate social interaction I decided to ‘just let her know’ that this was an example of horrible service and suggested that she instead have a conversation with her receptionist who seems lost in this simple act of being receptive and knowing the answers to two easy questions.  Further, that the delay of this conversation served no purpose for either of us unless her motivation was to agitate an already disappointed prospective patient.

The interaction between clinic and patient is growing in both frequency and number of platforms.  It is a reality that the physicians have neither the time nor the interest in being the ‘receptionist’ for all communications into the clinic.  What’s more, as a clinic staff understands what it means to be fully engaged in a culture of care they will also understand how important they are in their given role to being ‘receptive’ and the ‘face of the clinic’ with every patient interaction.  The patient experience as one of ‘outpatient’ will continue to mean even more in an era of ‘outcomes’ that occur in real time for the patient instead of just in the clinic.  The challenge for the fully engaged staff is to define their responsibilities regarding what it means to be responsive with patients as the patient data and interactions continue to mount from multiple sources within the community of care.  Treatment plan and medication adherence among the clinic’s patient population have been challenging the past, but changing behaviors and being responsive in real time is a bigger challenge.

Invisible Illness and the Shared Patient Experience

The patient experience as always been a personal one.  I’ve been sharing thoughts here about my book regarding engaging patients in a clinic of any size by creating an awareness among a fully engaged staff to recognize all of those people who pass through and reach out the clinic in some way.  It’s much more than a transaction that results in a claim for reimbursement with an insurance plan.  Each person in the clinic has a different perspective on what their job means in a culture of care within the clinic, although it may be more based in assumptions with the absence of medical training. The continuing evolution of electronic Personal Health Information (ePHI) and the expanding use of Health Information Technology (HIT) continues to drive the transparency of information among physicians and patients and the entire staff in the clinic as a team.

There is another level of transparency in the patient experience that extends well beyond health information – invisible illness.  This is very personal experience for someone because it’s not something that others can see even when its happening right before their eyes.  I’ve learned so much from some incredible people in online communities about what this experience has been for them over the course of years and day-by-day.  I’ve been learning about another experience with a family member who was very recently diagnosed with vascular cognitive impairment.  It’s certainly invisible, but its a very real experience.  This is an experience that only she knows, and I do more listening that talking when we share time together.  What we also do is make the most of each day.  I help her by being present in the moment and recognizing what I can do to help in the way that she needs help.  It means making sure that we keep traditions like going to the mall to shop for a new Christmas sweater or even for a walk in the park in the afternoon as a top priority everyday.  The symptoms of this illness are real, and so is the experience of life shared with family and friends.  More to come soon, it’s a journey for all of us.

Bridging the Clinical Divide

The point of reception in the clinic represents the opportunity to define patient engagement or the process of engaging patients. For as long as that desk or counter has been there in the clinic, the receptionist’s desk been the starting point for the patient who just decided it was time to make an appointment to talk about a problem with her health. From completing the necessary forms regarding health history to listing insurance coverage, reception area has long signified the beginning of the hurry-up-and-wait experience.

As we continue to evolve the nature of care from just outpatient service to comprehensive health outcomes for each person and the population at-large, the coordinated staff in the clinic will be more important as active listeners who are aware of how they can appropriately participate in the clinic’s culture of care.  Because this also requires having access to the right information at the right time as much for the fully engaged staff as for the patient – it is a convergence of people, processes and EHR.

I invite you to follow the link below to my guest post at EHR Intelligence:

http://ehrintelligence.com/2012/11/02/bridging-the-clinical-divide-through-collaboration-meaningful-use/

Medical Necessity and the Educated Patient

We all understand how important gut feelings can be, so here’s a scenario from both sides of the physician-patient encounter where they contradict.  The patient is actually a child, whose mother has a gut feeling that the child has the flu and would like a flu test performed on the child to confirm.  The physician has a different gut feeling that the child does not have the flu, that the appropriate course of action is to let the illness just run its course and states there is no medical necessity for the flu test.

 

This is obviously more than a discussion of medical necessity.  There is no question that from patient education materials to accessibility of electronic medical records, the informed and educated patient is a going concern.  With the evolving climate of accountable care and measurement of health outcomes in a highly coordinated healthcare process, the value of managing the patient relationship has never been more important.  This is not intended to be an inference that the customer is always right, but rather a patient/patient advocate who is willing to pay for the additional testing and more insight during the physician encounter.

 

Combining the nature of trust that is well-established over time between this physician and patient advocate (for the child), there is an impasse regarding these two people with regard to a ‘medical necessity’ and a ‘perceived necessity’.  Trust does matter in this relationship, and so do those gut feelings.  But even with this trust, gut feelings may be enough of a motivator for a patient/patient advocate to seek that ‘perceived necessary’ test from another physician in the community for the benefit of the patient.

 

The question is:  What would you do about the perceived necessity and the value of this relationship?

 

 

The Online and Engaged Clinic

“It’s where the patients are.”  This phrase is often used to describe why more physicians should be participating in social media platforms.  The argument being that the patients are engaging in these social media communities, so physicians must also be there for this reason.  If we think about the purpose being to sustain some aspect of the marketing for the clinic, then we might start with the value of creating awareness of the clinic and physician in the geographic community surrounding the clinic.  However, when it comes to positioning the clinic as one that is different within this competitive geographic community there is also value in being where others are not.  In this case, referring to the differentiation of the clinic’s services and culture of care in both the online and physical community.  The next part of the conversation is to convert that awareness from the marketing efforts to the sale or in this case, the patient relationship in the clinic.

 

The question of what makes us different from our competitors is one that can give pause to many people in the clinic, even beyond just the physicians.  I’ve been involved in these conversations where the first response to this question is: “we care about people”.  From the patient’s point of view, caring is important but it’s also a fundamental assumption of what every experience should be in the clinic regardless of specialty or size.  So again, the question of what makes us different.  If this were a sales meeting, the conversation would include the question: “Where is the next sale coming from?”  There is an important connection between the marketing message of any clinic and the current national dialogue on accountability of patient care.  From ‘big data’ to population health to clinical outcomes for an individual patient, there is an important starting point in the clinic about how to be different in terms of being accountable and social with every patient relationship.

 

While there certainly are patients in online communities, there are even more patients in the community surrounding the clinic who might be willing bring their trust into the clinic and to pay for services.  Whether its online or offline with a marketing effort for the clinic, a cornerstone of this effort is a willingness for a fully engaged staff to be social and engage patients as well as each other in an accountable process of care.  It is a big transition for some in the clinic to accept this idea that being social actually matters in the delivery of care regardless of whether it’s in online or offline interactions.  The value of the marketing effort for the clinic has as much to do with the patient experience in the course of one’s life as it does in the course of a scheduled clinical encounter.  It’s also a cornerstone in measuring outcomes and changing behaviors in a process of accountable care.  Therein lies the reason for physicians to participate in social media platforms, because its an extension of being social with patients to build on the trust they bring to the clinical encounter.  So the question is:  How accountable is everyone willing to be in the clinic both for care and being social with every patient over time?

 

 

Patient EHR access leads to real engagement, improved care

This is an excerpt from a guest post that I recently shared with EHR Intelligence. There is an incredible convergence of people and technology within the community of healthcare that is developing right now. It is one that represents such an important new interaction among the entire clinic staff, patient and other caregivers. In fact, it is that the challenge of defining this new patient experience that is also the opportunity for some immediate wins in both improved patient care and clinic reputation.

Defining the patient experience remains a difficult conversation for leaders in clinics around the country. What this experience represents is obscurity in the context of what it means both in person and in the virtual setting of social media. While the discussion of electronic protected health information (ePHI) has already progressed to the level of how to facilitate sophisticated sharing, the nature of the interaction between people and these data remains a challenge.

The recent OpenNotes Oct. 11 public meeting reflected a need for a culture change with regard to physicians sharing a view of the electronic health record (EHR) notes screen during the patient visit. What’s new is the participatory environment wherein those physician notes in the medical record are visible to the patient while they are created during the encounter.  Read more here: http://ehrintelligence.com/2012/10/12/patient-ehr-access-leads-to-real-engagement-improved-care/

 

The Social Clinic

How social can one person be in the clinic?  It’s just as important for those face-to-face conversations in the clinic between physicians and patients as it is in any context of virtual communications within social media.  Physician burnout has been a popular topic of discussion lately, and this scenario of lengthening communications with patients is only fuel to this fire.  In a recent conversation about social media, the concern a clinic manager shared with me was, “Once we turn it on, we can’t turn it off.”  It raises a key challenge in the nature of social interaction within the clinic before the discussion of engaging patients even begins with the use of social media.  The challenge is determining how social the fully engaged clinic staff will be in all aspects of the patient experience, whether in the physical setting of the clinic or the virtual world of social media.  Too often in the clinic setting, those staff in supporting roles have come to understand their role as staying out of the physician’s way and not being a part of the patient experience.  Being social is a discussion that will be driven by the physician leadership in the clinic as they define their culture of care.  I had the pleasure of offering a further discussion of this opportunity on a guest blog post, here’s a link:

http://ehrintelligence.com/2012/09/28/making-ehr-personal-for-providers-and-patients/