Establishing a Palliative Medicine Service in a Large Ambulatory Medical Group

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Establishing a Palliative Medicine Service in a Large Ambulatory Medical Group Barney Newman, MD WESTMED Medical Director Maura L. Del Bene, APRN, PMHNP-BC, ANP, APHPCN

Conflict of Interest Barney Newman, MD No disclosures Maura Del Bene, NP No disclosures

WESTMED Medical Group Established 1996 by 16 physicians 240+ physicians caring for over 250,000 patients Over 30 specialties represented 8 offices with 4 polyclinics 90,000 s.f., 65,000 s.f., 100,000 s.f., and newest with 30,000 s.f. Lab and imaging services Advanced IT and shared EMR 3 Community Hospitals

Locations

Governance Structure Professional Corporation (PC) Wholly owned by physician shareholders Republican form of governance with elected shareholder Board of Directors Physicians in senior management roles No hospital or related ACO Partners

Multiple ACO-Based Contracts Empire Medicare Advantage Oxford Medicare Advantage Cigna Commercial Oxford Commercial Aetna Commercial Empire Commercial Medicare Shared Savings Program 16,000 Medicare lives 35,000 Commercial lives

WESTMED Shared Savings: Initial Strategic Goals Reduce unnecessary hospitalizations Reduce unnecessary ER visits Reduce leakage to OON facilities Reduce leakage to OON specialties Reduce unnecessary imaging, procedures Reduce inappropriate end-of-life care WHILE DELIVERING HIGH QUALITY CARE

The Right Thing to Do Not just a financial imperative Better symptom management and pain relief Integrates patients values and wishes into goals of care Better quality of life and outcomes Professional Responsibility We owe it to our patients

Preexisting Status Limitations of inpatient Palliative Medicine Services Fragmented multiple hospice services Primary focus on End of Life Care Poor connections to outpatient system All too little and too late

Needs Outpatient pain and symptom management Earlier discussions of goals of care and end of life decisions Better coordination for transitions of care serious illness Overall up streaming and integration of palliative care within WESTMED care

Economics FFS reimbursement not financially viable Private FFS Group could not justify cost Transition to Value Based or ACO reimbursement model shifts risk and control Potential for gain sharing is opportunity to invest in better care Requires investment and faith in PM value and ability to be successful as ACO

The WESTMED Way Principles and strategies employed to implement our program Challenges & successes: lessons learned Pathways, educational initiatives, tools and resources Future goals and plans

Palliative Care Specialized medical care for people with serious illness Providing patients & families relief from the symptoms, pain and stress of serious illness Regardless of prognosis An extra layer of support Working with a patient s other doctors Appropriate at any age and at any stage together with curative treatment

Palliative Care Specialists Address goals of care Focus on quality of life Offer practical support to patient &family Pain & symptom management Assist with coordination of care and transitions across fragmented medical system

Palliative Care in the Course of Serious Illness Life Prolonging Therapy Death Palliative Care Diagnosis of serious illness Hospice Adapted from CAPC website

Palliative Care 2013 Poorly Understood o Specialty, components, access, importance o Limited exposure to learn Continues to be dichotomy of o Living or Dying o Treatment or No Treatment o Hospice of Home Care o DNR or Full Code

Trajectories of illness/death

Values or Patient Needs Hospital Data: Primarily based on VALUES o Readiness of patient and/or physician o Still being treated and hopeful Not based on patient needs o Pain o Suffering o Information for decision making

Spectrum of Palliative Care Inpatient -- hospital based o High risk for mortality; significant debility o Acute care needs preparing for living or dying o 75% of hospitals NYS; 62% US with 70% in Northeast o Joint Commission Certification 2011 Outpatient -- office based/clinic base o Provide continuity of care over the course of illness o Moderate to high risk for mortality o Upstream concurrent with cure oriented interventions prior to crisis o Symptom Management, Advance Care and LT planning needs Community home care model o VNS model with enhancements o RN vs. NP vs. SW model Hospice Care o High expectation for mortality prognosis < 6 months o Standard interdisciplinary model o Formal structure within federal benefit* Outpatient Programs Inpatient Programs Palliative Care Hospice Community Care

CAPC 2011 State-by-State Report Card on Access to Palliative Care National barriers for expansion of palliative care services Principle limitation of trained specialists One palliative medicine physician for every 1,200 persons living with a serious or lifethreatening illness. Heralds an imperative to develop skills in primary palliative care

Strategy Continuum of care for serious illness Engage in culture change Targeted specialty engagement Primary Palliative Care Secondary Palliative Care

Primary vs. Secondary Primary: practitioners in routine course of providing care -- to provide basic elements of palliative care Secondary: reserved for complex problems with higher level assessment & more comprehensive intervention through consultation

Primary Palliative Care Pain & Symptom Management Advance Care Planning o Advance directives o Goals and values for living with illness Goals of Care o Understanding of illness trajectory & prognosis o Expectations for treatment

WESTMED Feeders Internal Medicine/ACO Medical Specialties o Oncology: Medical, Breast Surgery, Gyn, Radiation o Cardiology, Renal, Neurology, Pulmonary Hospital Base o Hospitalist program o 3 locations o Existing Palliative Medicine Services Long Term Care Settings o Dedicated medical services o All with hospice contracts

Our Community 3 Hospital Based Palliative Care Service 3 Community based / Home Care Palliative Care 5 Hospice programs 4 Wound care comprehensive clinics 4 Hospice inpatient units 1 Hospice residence 1 Acute Care Hospital: Oncology/Palliative 2 VA Systems with Palliative Services Community non for profit organizations Geriatric Care Management Services

Secondary Palliative Care Reserved for complex problems o Higher level & more comprehensive assessment & intervention Consultations o Multiple locations o Co-management / Concurrent / Consult In House Resource o Pain and symptom management o Communication of difficult topics/family dynamics o Hospice eligibility and clarification of care o Steward of Resources

WESTMED Model NP developed and staffed o Certified with extensive clinical experience o Stand alone o Office based consultations o Off Site Consults Long Term Care setting Hospital (with existing patients only) o Open to all patients with serious illness o Referred by primary MD or specialist o Collaborate with existing interdisciplinary resources o Billing for services

WESTMED Model We chose NOT to: o Home based evaluations for new referrals o Be a primary psychosocial model for PC o Assume hospice referral process o Define psychiatric illness as serious illness o Provide de novo consults in hospital o Fill missing gaps in services

Automatic Referrals NSCLC, GBM, Pancreatic HF Stage C or D (symptomatic) or Class III or IV (declining functional status) COPD with 2 admissions 6 months CKD Stage IV & ESRD on dialysis Any Serious Illness with: o Symptom issues above specific threshold o 2 or more hospitalizations in one month

Initial Marketing Strategies Meet & Greet: specialty and location o Informal conversations o Needs assessment Grand Rounds - 3 major practice locations Community engagement o All community based organization & hospitals Providing Consultations

Initial Marketing Strategies Brochure o Palliative Medicine http://www.westmedgroup.com/uploadedfiles/palliative_new.pdf?n=7831 o Advanced Care Planning http://www.westmedgroup.com/uploadedfiles/wmg/specialties/files/advancedirectives.pdf? n=9884 Listed in online provider directory Internal referral EMR listing Palliative Medicine Toolkit intranet based

Palliative Medicine Toolkit

Primary Palliative Care Internal Medicine o Outpatient o Hospitalist/Intensivist o LT Care setting Specialty Practices o Neurology o Cardiology o Renal o Oncology

Primary Palliative Care: Hospitalist Weekly hospitalists didactic/rounding hour o EPEC Modules and EPERC Fast Facts o Symptom management A to Z o Pain management Acute and Chronic; parenteral, transdermal, interventional, oral; adjuvant therapy and transition to DC o Withholding / Withdrawing life support discussions DNR, cessation of dialysis, Artificial N&H o End of life management Medical management, communication, hospice o Hospice eligibility & care Inpatient, community or facility

Hospitalist Tools Pocket Card o Symptom Management Guide o End of life order sets o Checklist for admissions & daily rounding o DC Planning checklist Palliative Medicine Toolkit o Intranet based resources Palliative Medicine Service o How to maximize collaborations

Limitations noted: Intensivist CCU Separate care system from hospitalists Limited access to data from hospitals Palliative Care skills vs. concept understanding Chronic Critical Illness Compartmentalized o Discrete not on hospitalist continuum o Continued vs. interrupted palliative care principles and momentum

Primary Palliative Care Skills: Systems support o Screening tools o End of life order sets Long Term Care o Hospice criteria Onsite consultations & established office hours o Volume, consult outcomes and need Monthly in-service to IDT/ Administration o Advance Care Planning o Family Meetings Goals of Care o Pain & symptom management o Hospice eligibility and collaboration o End of Life Care

Primary Palliative Care: Internal Medicine Training & exposure to palliative care (circa 2007) Education o Screening Tools Referrals, Pain, Symptom Management, Hospice o Advance Care Planning (ACP) o Prognostication o Consultation & Curbside conversations o Pain Management EMR o Templates (guide practice and document/track quality) o Systematic assessments Pain Symptoms (ESAS) o Access to forms / resources o ACP, Patient Education Materials, PC Community Services, Hospice resources & referrals Intranet Based o Palliative Medicine Toolkit

Primary Palliative Care: Oncology Primary screening for unmet palliative care needs ESAS Pain Psychosocial Evaluation Symptom Management protocols o Pain o Fatigue o Depression o Medical marijuana OP Referral Pathway NSCLC, GBM, Pancreatic Solid tumors with metastatic disease Symptoms above specific threshold Disease management Referrals to hospice (aka stopping chemotherapy) Managing patient-family conflict Acute management in hospital Discussing prognosis

Primary Palliative Care : Cardiology Primary screening for unmet palliative care needs o KCCQ HF specific health status o PHQ- 9 o GAD-7 o MSAS-SF OP Referral Pathway o Stage C or D HF o Class III/IV o 1 or > hospitalizations in 6 months for exacerbation o Anorexia, weight loss, wasting o Not surprised if patient were to die in next year Disease management o Advanced Care Planning & Prognostication o Advanced Care Decisions transplant/lvad destination and bridging o Preparedness Planning deactivation of devices, catastrophic complications etc. Symptom Issues o Dyspnea o Fatigue o Pain o Anxiety o Depression

Secondary Palliative Care

Consultation Template HPI: Illness & Treatment Summary Pain & Other Symptoms: Assessment /History Functional Assessment: PPS/ECOG Advance Care Planning: Proxy Designation Goals of Care: Medical decision making Psychosocial History: Care system, network, & resources Understanding of illness & prognosis Decisional Capacity Life Expectancy: Prognosis Palliative Recommendations Provide documentation: Value of specialty PM services Stay within PM purview Always patient centered

Prognosis Diagnosis - terminal? o Incurable o Progressive o Severity of disease o Functionally dependent o Rehab potential poor o Co-morbidities Treatment - maximal? Factors to Consider o Rate of decline o Nutritional Status o Functional Status o Cognitive Status o Age/Gender o Hospitalizations in past year o Will to live o Psychosocial, emotional and spiritual

Year One Metrics

Goal of Metrics Measure impact of care not # consults o Patient/family satisfaction o Quality improvement o Cost savings Keeps focus on Patient Centered Care

Systematic Screening All EMR templates include: o Standard Pain Assessment o Edmonton Symptom Assessment Scale o Advance Directives Observation terms o Tracking and reporting for quality o Scores trigger suggestion for Pall Med referral o Feeds QI process

Year Two Metrics

What We Learned Change is difficult o non captive audience with limited exposure Many providers unaware of resources available o Unable easily mobilize resources Names are important o Palliative what? o Symptom Management Team - Oncology Who expects what: o IM: Consultation Role o Oncology: Co-management & Assume Care o Neurology: Co-management & Consultation o Cardiology: Crisis management o Renal: Consultation role

What We Learned Advanced care planning is limited Patients have a poor understanding: o Illness o Decisions at hand o Symptom control o Life expectancy o Options for care Limited communication of prognosis & expectations Difficulty with transitions of care Limited use of hospice generally Limited pain & symptom management skill set

What We Know We have opportunities to be helpful / effective We see the gaps and know where to build resources and education We provide consultations that effect change We hope to provide resources to help them find their solutions We have complex patients We have quality care and resources

Goals: Year 2 Increased staffing (NP/NP/RN) o Imbedded clinic presence Oncology Radiation Oncology o Increased general access for acute issues Pain & Symptom Management o Hospital Consultations Symptom Management Team Increase primary palliative care skills, collaboration and improved transitions Increased Nursing and SW ACP, LT Planning, Care Coordination CM interface Established Protocols o Oncology o Cardiology o Neurology

Appendices Hospitalist Rounding Tool Communication Phrases Palliative Medicine Consult Triggers/Hospice Criteria Advanced Pain Assessment and Opioid Management Tool Palliative Medicine Consultation - screen shots Generalist resources

Resources American Academy of Hospice & Palliative Medicine http://www.aahpm.org/ End of Life Palliative Education & Resource (EPERC) Fast Facts http://www.eperc.mcw.edu/eperc/fastfactsandconcepts Center to Advance Palliative Care http://www.capc.org/ipal/ *Download IPAL-OP portfolio products http://www.capc.org/ipal/ipal-op/monographs-and-publications

Blog Resources PalliMed http://www.pallimed.org/ GeriPal http://www.geripal.org/

ACP Resources The Conversation Project http://theconversationproject.org/ Compassion & Support End of Life Choices http://www.compassionandsupport.org/index.php/for_patients_families Get your s*** together http://getyourshittogether.org/blog National Institute on Aging http://www.nia.nih.gov/health/publication/advance-care-planning