About This Blog

 

Sherri Dorfman, CEO, Stepping Stone Partners, Health Technology Innovation & Patient Experience Strategist

My blog is designed to spotlight healthcare organizations with innovative uses of technology & data to drive Care Coordination, Collaboration, Patient Engagement & Experience.

These patient centric approaches may influence your product & service roadmap, experiences, partnerships and marketing strategies.

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While consulting, I leverage my extensive experience, knowledge and professional network to help companies make the right strategic product and marketing decisions. Services include:

> Strategic Planning: Conducts Market Review, Partnership Evaluation. Assesses current Plan with insight to drive product, partnership and marketing strategies

> Product Roadmap & Consumer Experience Planning: Conceptualizes, defines and validates solutions/experiences through Marketing Research and journey mapping.  Utilizes new innovative online and mobile research tools to co-create with target buyers and users, gathering input while understanding context to guide the development of personalized solutions & experiences.

> Strategic Product Marketing: Develops differentiated value proposition story to incorporate into marketing & sales assets and investor presentations.

Find out how I can help you. Email me at SDorfman@Stepping-Stone.net to set up an exploratory discussion.

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Entries in care collaboration (12)

Sharp Healthcare Uses Interactive Patient Care Technology to “Meaningfully” Engage Patients

Sharp HealthCare, a Malcolm Baldrige National Quality Award winner, continues to provide a superior patient experience by investing in technologies to bring better care to patients and their families.

Last October, Sharp Memorial Hospital, a Sharp HealthCare hospital, began piloting GetWellNetwork's Interactive Patient WhiteBoard™ in their cardiology unit to communicate and collaborate with patients and their families about their care throughout their stay.

"Our goals for the pilot were to engage patients in their care, deliver information they need, help them understand their treatment plan, provide a way for them to interact with their care team and prepare for their discharge,"  explains Verna Sitzer, MN, RN, CNS, Manager, Nursing Innovation and Performance Excellence at Sharp Memorial Hospital.

Patients use the Whiteboard to learn about their care team, their day (i.e. goals, schedule, discharge activities) and participate in the personalized communication area to journal and share information. Patients use their Whiteboard to see tasks that need to be completed such as viewing educational videos that have been ordered and filling in a discharge planning questionnaire. A summary of the patient’s education activity and discharge information is accessible to the care team for review and follow up.

Sharp uses GetWellNetwork’s Interactive Patient Whiteboard to help care providers engage, educate and empower patients along the care continuum. This patient-centered platform, delivered across mobile devices, computers and televisions, enables Sharp to implement a new care delivery model called Interactive Patient Care (IPC). Based on the premise that a more engaged patient is a satisfied patient with better outcomes, GetWellNetwork’s IPC combines the tools, process and people to activate patients in their care, transform clinical practice and advance key performance measures.

Pilot Insights

During the Whiteboard pilot, the Sharp team learned about the importance of enabling better communication between the care providers and patients. "Our patients wanted to have critical information and to be able to write down questions for the care team for a more meaningful interaction. Knowing what to expect and when to expect it is important for patients so we made this a priority in the design of the display,” adds Sitzer

One of Sharp Healthcare's big accomplishments was to connect the Interactive Patient Care solution to their EMR to capture the patient's engagement and document progress towards their discharge education plan. “Having this connection was an essential condition for launching the technology throughout the healthcare system. Providers are able to integrate patient education into their daily workflow using the EMR for ordering education videos and obtaining results of the education”,  explains Sitzer

Sharp Healthcare is in the process of rolling out the Interactive Patient Care solution to their other hospitals. Sharp Grossmont hospital implemented it early this year (February) and Sharp Mary Birch Hospital for Women and Newborns will begin this summer (July).

Sharp & Patient Engagement Framework

Last Fall, National eHealth Collaborative (NeHC) launched their Patient Engagement Framework. The Patient Engagement Framework is designed to guide providers along the path for meaningful use. Sharp Memorial Hospital has adopted this framework to further enhance the Interactive Patient Care Solution. Sitzer shares examples below and describes ways they are enabling patients to participate in the care process.

   Stage 1: Inform Me

'We use the Interactive Patient Care solution to send the patient messages about what we need them to do during their stay so they can play an active role in their recovery.  We have them watch a video on hospital safety when they are admitted and recommend other relevant educational information. We ask them if they would like to take a self-assessment of their risk for falling and provide them with a video about fall prevention”, describes Sitzer.

   Stage 2: Engage Me

Sharp Healthcare puts their patients in the driver’s seat and gives them the option of when they would like to be engaged.  Sharp has devised pathways to deliver and gather information from the patient. The 'discharge pathway' presents a set of questions when the patient is preparing for home to determine if there are obstacles that need to be addressed and confirm that all educational information has been viewed and understood.  "Our motto is 'when the learner is ready, the teacher will appear’," shares Sitzer. "We want to give our patients control over their recovery."

   Stage 3: Empower Me

By giving patients the information that they need, Sharp empowers them to participate in the care planning process, enabling them to ask questions of and provide answers to the care team. For example, patients are able to respond to assessment questions, message providers or services about their needs, or respond to focused surveys on their care or service experience. Their responses notify a provider to deliver patient and family- centered care.

   Stage 4: Partner with Me

Care pathways can be tailored to meet various health conditions such as heart failure management.  These modules rely on the patient partnering with providers to meet specific goals. For example within the heart failure module, patients must complete certain videos and comprehension questions to move to the next module or phase so that they get the necessary education and preparation for discharge.

   Stage 5: Support my e-Community

The Sharp Healthcare team is planning to use the Interactive Patient Care system to support patients after they leave the hospital. "We are working on ways we can use this system to provide the patient with personalized education information when home through online and mobile channels," explains Sitzer.

In the future, Sharp Healthcare would like to tie in health-related devices to gather and monitor information about the patient to provide support or to intervene when needed.

Central Indiana Beacon Community’s Pilots Leverage Remote Monitoring Technologies to Successfully Engage Patients

As 2013 begins, all seventeen Beacon Community initiatives are finishing up their pilot programs. In the coming months, these communities will be reporting on their results.

For my blog, I’ve focused in on one Beacon Community to share their story and insights about using technology to engage patients through two successful remote monitoring pilots. I also wanted to share their plans for expanding capabilities to engage patients in future pilots.  

Dr Alan Snell, CMIO at St Vincent Health was in on the grant writing for the Central Indiana Beacon Community back in early 2010. HHS Office of the National Coordinator for Health IT (ONC) awarded their Beacon Community over $16 million for several projects including remote home monitoring.

December 2010, Dr Snell and his team launched their first remote monitoring project designed to reduce the 30- day readmission rate for patients with a discharge diagnosis of CHF and/or COPD. January 2012, Dr Snell expanded the remote monitoring to include another pilot targeting patients with complex chronic management (i.e. 6+ chronic conditions) who were high risk and high resource utlizers. 

Pilot Remote Monitoring Technologies

Patients in both remote monitoring pilots used the same tools and resources but their access to them varied. Since the first pilot was designed to keep them out of the hospital based on CMS guidelines, patients were randomized after signing consents to participate in the remote monitoring program for 30 days. As a side note, since the Central Indiana Beacon Community is connected to the Indiana Health Exchange (IHIE), they will be able to effectively evaluate whether the patient was readmitted to any of the area hospitals. 

For the pilots, patients were given an electronic health guide to place in their home to help monitor and manage their health. On a daily basis, patients interacted with this small wireless mobile device to answer six questions (i.e. fatigue, pain level, shortness of breath, etc) and provide additional requested information based on their responses. Patients also measured their vitals using a Bluetooth scale and a blood pressure cuff and some were asked to use a Bluetooth pulse oximeter. Each patient participated in scheduled video conference calls with their assigned nurse to address questions and enable the nurse to see how the patient was really doing. 

Pilot Insights: Patient eHealth Engagement 

The Central Indiana Beacon Community chose the remote monitoring technology for their pilots back in 2010. The device they selected was essentially “first generation” and cost around $2,000 each. Today, similar devices cost around $500 each and have more functionality to support the patient with collecting their health data and communicating with their clinicians and care team. 

During the remote monitoring pilots, The Central Indiana Beacon Community gained insight into how technology supported and improved patient care: 

Impact of Video Conference with Nurse: The Central Indiana Beacon Community utilized a wireless device that delivered 3G video conferencing capabilities. “We were interested in testing more than just the conferencing technology in our pilot. We wanted to determine whether the technology enabled the nurse to create a personal connection with the patient and motivate them for better outcomes”, explains Dr Snell.

“The video conferencing capability helped our nurses build a trusted relationship with the patient”, adds Julia Smalley, MBA, RN, Director, Innovations Accelerator Team at Ascension Health Alliance. “During the video conference session, our nurse did a visual assessment and was to ask further questions to uncover why the patient didn’t look right. When the patient appeared confused, the nurse provided a more detailed explanation. We’ve noticed that this personal connection leads to a better relationship which means better compliance since the patient feels more compelled to do what is right”. 

Value of Patient Experience Information: The remote monitoring guide gathered information from the patient (e.g. six daily questions) about how they were feeling to both capture trending information as well as determine if an early intervention was needed. “We’ve found that collecting self reported experience data on a daily basis alerted us to respond faster than if we waited for problems to appear in their vitals”, emphasized Dr Snell.  

“We set up a flag to alert us when we received certain answers from the patient. This way we were able to reach out immediately before there was a further decline”, adds Smalley. She further stressed the strong value of using the patient’s experience information as a “teachable moment” to help the patient understand his trigger points and explain why he was feeling that way. 

Value of Patient Education Tools: Within the wireless guide, patients were able to view any of the seventeen imbedded videos to learn about how to better care for their chronic conditions, the importance of proper diet and exercise, when to contact their provider, etc. “Our nurses also directed the patient to a specific video when she saw out of range biometrics, concerning answers to the health questions or an education need during the scheduled video conferences,” shares Smalley. 

Future: Patient & Family eHealth Engagement 

The Central Indiana Beacon Community pilot has ended. However, St. Vincent Health and Ascension Health Alliance have formed a joint venture and are incorporating the pilot learnings into development of a Remote Care Management Program

“Although extensive analysis is underway, we are already planning our remote monitoring initiatives which will focus on the same two patient populations from the pilots (e.g. 30- day discharge, complex chronic patients). We are investing in a new care management platform which will enable us to capture and share patient monitoring information. Patients, their families and Providers will be able to log into a portal to view vital sign measurements, care plan compliance and communicate with the care team about any concerns,” explains Dr. Snell.

Since patient education is so important, the platform supporting the new Remote Care Management Program will have more content and capabilities including the ability for the patient to take teach back quizzes as well as notes to share with care givers. Physicians will be able to monitor their patient’s education and quiz results since it will be placed in the electronic medical record. This will guide the physician to have better conversations with their patients and provide needed support.  

During the pilot, the care team heard about the patient’s interest in getting their family members involved to support their daily lifestyle decisions such as helping them read food labels and understand how diet impacts their health. 
 
“We will be able to use our portal and mobile technologies to provide ongoing education to patients and their families and provide access to a skilled clinicians 24x7, which will significantly extend access beyond our pilot”, adds Dr Snell. 

“As we think about using mobile in future pilots, we are considering the ability of our patients to use technology. Some of our younger and tech savvy patients will be able to use a smart phone to record their measures and access educational content while our older patients will feel more comfortable using a mobile tablet to watch videos and respond to questions”, explains Smalley. 

Dr Snell and his team are using the pilot insights to define their care management platform requirements to support the Remote Monitoring Program. Based on what I’ve learned about their technology direction, they are incorporating three key engagement elements into the design of their platform. First, they are providing the patient with the tool set and skills to help them self manage with ongoing reinforcement from the care team. Second, they are developing a solution with integrated tools and information to support “connected health”. Their remote monitoring data will be connected into a care management platform to share information with across the care team and family members, which supports meaningful use. Third, they are planning to incorporate technologies to meet the needs of their different patient segments and are carefully considering how each will use the online and mobile capabilities. This will be an important engagement driver since patients need to feel comfortable using technology to collect their health data, and collaborate with their care givers on their personalized care plan. 

Mass General’s Ambulatory Practice of the Future Engages Patients through Shared Decision Making

More than two years ago, Mass General launched their Ambulatory Practice of the Future, an innovative primary care clinic for employees and adult dependents. Developed as a Patient-Centered Medical home and ACO, today they support 3,000 enrolled patients with three doctors and two nurse practitioners.

This innovative practice was designed for and with patients for a better patient experience. Their experience begins with the initial greeting and extends through ongoing care interactions. There is a strong focus on patient education and empowerment. The care team collaborates to support each patient both in person and online. One of the goals of the practice is to reach patients where they are both physically and with their health.

Designed to Support Shared Decision Making

Once patients enter the welcoming and intimate care setting at The Ambulatory Practice of the Future (APF), they are ready to collaborate with their clinician. Sitting side by side, they review the medical record together and begin the discussion with health goals.

“We actually added a data field to the record called ‘Health and Life Balance Plan’ where we document  mutually agreed upon goal(s) for the coming weeks and months and then it is easily reviewed by the patient via their portal after the visit and in preparation for upcoming follow- up encounters”, explains Dr David Judge, Medical Director, Ambulatory Practice of the Future, Massachusetts General Hospital.

This collaborative approach has helped patients who have not historically been able to get engaged around a goal. Dr Judge shares a story about a 54 year old woman with diabetes who was reluctant to discuss next steps in management due to her fear of taking insulin. After allowing her to shape the goals with a focus on other areas of lifestyle management initially, coaching to realize some success and encouraging patience with the process, she has recently decided to proceed with insulin therapy.

Patient Engagement Tools

APF uses shared decision making videos developed by the Foundation for Informed Medical Decision Making to educate patients about screening tests and in managing specific medical issues such as prostate cancer.

Between their visits, patients can access the portal to view their medical information and communicate securely with their clinician. Although the care team can access the EMR from their mobile devices, APF expects that patients will be able to access their portal and records via mobile devices in the near future.

Patients can currently participate in an online visit with their care team. Dr Judge describes one of the complex patients that they monitor closely with frequent virtual visits.  “Mr. K is struggling with end stage renal failure, congestive heart failure and it has become difficult for him to come for office visits. Between scheduled virtual visits, emails from the patient and his wife and monitoring by visiting RNs, we are able to manage his needs fairly well with rare office visits.  We are on the verge of implementing true remote monitoring technologies but currently the patient or RN need to  report the measures (i.e. blood pressure, weight, blood sugar, PHQ 9 depression score, etc.).”

On the prevention side, several employees are using mobile apps to track their daily lifestyle choices regarding exercise and nutrition and sharing the information with their clinicians during their visits.

Future Path to Patient Engagement

During my panel at the recent Shared Decision Making Conference, Dr Judge spoke about some exciting new ways APF will be leveraging technology to engage their patients.

“We will be piloting the concept of 'apprenticeship' in which patients go through a more formal education process with coaching and demonstration of increased knowledge and skill to push the boundary on self management. We are developing programs tailored to specific medical conditions (i.e. HTN, DM and Depression). Goal setting for each patient helps the team to understand how to customize the program and to identify what specific barriers may be preventing success.”

“As we have done with diabetes, we expect that patients will learn not only to change their  lifestyle and make healthier choices but also adjust medication in the management of multiple chronic diseases. The care team will be able to monitor and assist but patients will truly drive their own care more effectively from day to day”, adds Dr Judge.

APF is starting a pilot soon using a mobile tablet that “allows very easy synchronous communication to transmit monitored blood pressure and to enable the patient and team to collaborate around lifestyle management and medication adjustment”. 

The term “apprenticeship” is being used by Dr. John Moore at MIT Media Lab. Dr Judge explains, “I think it appropriately describes the next step in the evolution of making shared decisions with patients. Beyond that is potentially a mastery of health and the potential for patient - to - patient support to grow.  We are hoping to launch both face- to -face and virtual peer to peer interactions in the near future.”  

Group Health‘s Mobile App Brings Consumers and Clinicians Closer for Collaboration and Convenience

In early 2011, Group Health set out to find ways to use mobile to help members manage their health and make better decisions about where, how and when to get care. “We view mobile as another channel of delivering patient care which is important to us given our mission of serving the greatest number of people”, explains Colby Voorhees, Senior Product Manager at Group Health. 

Group Health launched their award winning mobile application with key capabilities such as care management with “My Care”, care guidance with “Consulting Nurse” and care planning with “Wait Times” for Pharmacy and Laboratory services.

Group Health’s app moves beyond the mobile capabilities enabled by other health plans which let consumers look up health information, check symptoms or find urgent care.

“We’ve received very positive feedback from members on our version 1.0 app but were surprised that members expected our mobile application to have more capabilities out of the gate such as refilling a prescription or accessing information on the entire family”, Colby reports.

     “Love the new app but am frustrated that I have to go to the full site to reorder meds. Will this be available on the new app soon?”

     “Please provide a Parental Access feature in the next update, soon.  I have to take my kids in much more than I go in so most of the time I end up using a web version on my phone (not fun)  instead of the app.”

Last summer, Group Health released their 1.5 version with prescription refill and parental access capabilities. Their mobile app now has over 36K downloads (iPhone 25+K) and Android 11+K) by 14% of their web access users and 5% of their total members.

The two most used mobile app features are “My Care” (37%) and “Wait Times” (36%) followed by “Symptom Checker” a distant third (10%).

In “My Care”, consumers can now see their personalized list of care reminders for preventive and chronic conditions (if applicable), communicate with their clinicians (e.g. primary care and specialists), review their ‘after visit summary’, refill a prescription and access care information for children under twelve such as immunization timing. Members can also use the scheduling feature to check available appointments and book them with their PCPs. “It’s like picking a seat on the plane that you want instead of having someone else select it for you”, exclaims Colby.

Within “My Care”, the top three features used are Reading Messages (32%), Viewing Lab Results (25%) and Making Future Appointments (16%).

Group Health’s Mobile Motivation

The product team at Group Health remains focused on taking complex tasks that the consumer is trying to do and making them simple. Group Health collaborates with consumers to get input on mobile concepts and works closely with them through usability research to make sure the capabilities meet expectations and the interface is intuitive. 

While Colby discussed their mobile research, I heard members voice their desire for increased convenience and an improved customer experience.

“If they had an app that made it that easy to interact with healthcare, I would choose Group Health.”

"My spouse would absolutely download that app to take care of his health since he can use it while commuting to work on the bus or while he is waiting in line.”

“I absolutely appreciate the forward thinking technological advances that Group Health has. Something seemingly as simple as an iPhone app to access my health records, completely changes and improves my experience in a way that other knuckle dragging change adverse medical providers just can't comprehend. Thank you.”

What is next for Group Health on the mobile front? Colby reminded me that they are only on their 1.5 mobile app version and there are opportunities ahead such pushing communications to consumers instead of relying on them to access their My Care dashboard.

As an integrated care system, Group Health has the advantage of leveraging their common platform for patients and providers to support care collaboration and self- management. Consumers can use mobile to access a single source for their care communication and transactional needs.

“We are thinking about the continuity of the care interaction with the clinician. There is a big divide between phone calls and in person visits. We already have secure messaging and can see where video might be the opportunity to bridge the gap in a low cost and high convenience way for patients and providers” shares Colby. 

Within healthcare, the consumer demand for mobile services is quickly outpacing the apps being supplied by organizations. Consumers want all the features available on their specific mobile device, which poses a big challenge to organizations that don’t have the resources to fund all of the mobile platforms. The key will be to identify, prioritize and deliver the most meaningful features which will enhance the member experience, enable care collaboration and empower consumers to simply engage in their health. 

Shared Decision Making Tools Engage Consumers for Better Outcomes and a Better Experience

CareFirst BCBS Medical Home SDM Tool

Over two years ago, I led a panel on patient decision support tools for a large interested crowd in Boston, despite the very snowy day.

Since then, I have noticed a few key changes. Physicians are now prescribing information to patients, using the EMR to send emails with links to health resources. And innovative health plans are playing a role in bringing shared decision making tools to engage and empower their members. Health Plans have a big cost saving incentive when these tools educate their members about less invasive and less expensive options.

3 Key Engagement Drivers With Shared Decision Making Tools

While evaluating technologies for my panel on “Evolving Web & Mobile Tools to Engage Consumers in the Shared Decision Process”, I identified how three key drivers of consumer engagement are being utilized:

1. Education

These tools show the consumer what the treatment entails and share patient stories which tell them what to expect.  This education reduces anxiety by putting the consumer in control to understand their health issues and presenting options to address them.

2. Evaluation

Shared Decision Making tools are ideally designed for “preference sensitive conditions” where there are multiple clinical options (For information about target conditions, see the recent report on the Dartmouth Atlas Project which was developed with The Foundation for Informed Medical Decision Making). The most effective tools offer alternatives, capture preferences and guide the consumer through the process while documenting their decisions. This helps set expectations for their experience and supports the discussion with their doctor or care coach. 

3. Collaboration

As the patient and clinician/coach review the SDM summary document together, they can discuss questions, concerns and comments to make the best decision.

Health Plans Leverage Shared Decision Tools

During the panel, health plans described using Shared Decision Making tools to engage members in two key areas:

  • Medical Home

Panelist Zev Lavon, PHD, Director Solution Architecture, CareFirst BCBS emphasized “the story of the patient is not their last doc visit or lab test”.  CareFirst launched their Primary Care Medical Home initiative across a panel of physicians deploying communication tools to push information to patients to support the management of their chronic conditions.

  •   Wellness Coaching

According to Mark L. Robitaille, MBA, Head of Care Management Support & Engagement, Aetna puts these tools into the hands of their health coaches to send emails with resources links to members or use the tools to look up information for the members without internet access.

Independent Health panelist, James J. Mis, MBA, Communications Manager, Health Care Services, described their interactive voice response campaign to inform members about viewing a shared decision making video (from Emmi Solutions) selected for their specific health interest.

Emerging Mobile SDM Tools 

With a high penetration of smart phones and strong usage across minorities, health care organizations are realizing the tremendous opportunity to deploy mobile applications to engage consumers. To date, most health mobile health applications have been focused on wellness with educational information and tracking.

Panelist Changrong Ji, Senior Solutions Architect, CareFirst BCBS described the opportunity for mobile shared decision making tools. In the future, she envisions that sensors will capture the context of the consumer’s daily life, database analytics will identify patterns and machine learning will be used to help identify relevant mobile messages to send back to the consumer.

Healthwise’s View on Patient Response

During the Shared Decision Making Summit, the chairperson, Don Kemper, Healthwise’s CEO discussed the opportunity for shared decision making tools to give a “voice to the patient”.  After the physician prescribes health information, the tool gathers patient’s preferences to document them in the medical record. I strongly agree with Don as he explains “there is no better way to engage the patient than to assure them that their voice will be heard in treatment and care plan decisions”.

Shared Decision Making Tools for Your Consumers

What are you doing to bring Shared Decision Making Tools to your consumers to motivate engagement in their health and wellness?  I can help guide you through the process of identifing, evaluating and piloting these technologies to deliver better outcomes and a better experience for your consumers.