Quarterly Webinar Series December 18, 2014 The 1,2,3 Approach to Provider Outreach: The What, How, and Why

Agenda Background Overview of the Marketing Tool How was it developed? Why does it exist? What is it? Let s Explore Location Tools

Evidence-based Recommendation The NYSDOH Prevention Agenda: https://www.health.ny.gov/prevention/prevention_agenda/2013-2017/plan/chronic_diseases/ebi/index.htm

Background Community-based programs complement clinical care Audience research suggests: Dr. referral / recommendation powerful influence on patients Patients expect Dr. s to tell them about Self- Management Education (SME) programs

The 3 C s of Provider Outreach Cost Convenience Credibility

Background Few patients are referred to communitybased programs by their PCP Attempts to elicit referrals have had limited success Using learnings from audience research, CDC developed the 1,2,3 Approach to Provider Outreach

1,2,3 Approach to Provider Outreach www.cdc.gov/arthritis/interventions/marketing-support/1-2-3-approach/

Using the 1,2,3 Approach 3 sections: Developing a marketing plan Preparing staff and materials Conducting the outreach

Developing a Marketing Plan Choosing the interventions Choosing locations Identifying providers or practices Establishing your marketing team Managing your outreach initiative Finding strategies for success

Sample Marketing Timelines

Tools for Developing a Marketing Plan Provider Outreach Tracking Spreadsheet Marketing Team characteristics Marketing and Promotion Plan template Phone call and visit scripts

Preparing staff and materials Strategies for training your marketing staff Step-by-step technical instructions for customizing outreach materials How to customize materials

Customizable vs. Fillable

Other Provider Materials Provider Overview Fact Sheet Provider Intervention Fact Sheets Provider Evidence Summary Follow-up Postcard Slide Presentation

Patient Materials Patient Brochure Class Schedule for each EBI (Spanish and English)

Conducting the outreach Three basic steps for reaching out and conducting provider visits 1. Make initial contact 2. Conduct the outreach visit 3. Follow - up

Make the Pitch: Key Marketing Messages The Three C s Cost Convenience Credibility

Evaluation Your Outreach Efforts Determine what you want to learn 1. How are the logistics of provider outreach working? 2. How many class participants learned about the intervention from their providers? 3. How many participants received a recommendation from a provider you contacted? 4. What have you and your colleagues learned that might help future outreach?

Why reach out to primary care practices about chronic disease self-management education and physical activity interventions? Is there scientific evidence supporting the use of these interventions? The FAQs of 1,2,3 How many attempts should I make at contacting the practice? How long will it take to train our team? How do I know which practices are making recommendations? Is there anything we can do ahead of time to make providers more receptive to outreach visits? We have a small team and limited time to devote to developing a provider outreach program. How can we be successful with the resources we have?

Let s Explore! http://www.cdc.gov/arthritis/interventions/marketing-support/index.html

Let s Explore!

Training Tools

Your Questions QTAC@albany.edu 1-877-591-8772 Visit us at: www.qtacny.org