The Evolving CG-CAHPS Landscape: What s Next for Ambulatory Practices?

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The Evolving CG-CAHPS Landscape: What s Next for Ambulatory Practices? Dale Shaller, MPA Principal, Shaller Consulting Group CAHPS Consortium Presented at the Beryl Institute Patient Experience Conference Dallas, TX April 9, 2015

Agenda CAHPS Program Overview Current CG-CAHPS Landscape Measurement Reporting CAHPS Consortium Research and New Directions Survey content Sampling and data collection Patient narratives 2

CAHPS Program Consumer Assessment of Healthcare Providers and Systems (CAHPS) Funded primarily by the Agency for Healthcare Research and Quality (AHRQ) Develops standardized surveys and related products, including the CAHPS Database CAHPS Surveys Assess patients experiences with care Developed for both ambulatory and facility-based care 2

AHRQ Grantees Rand Yale CAHPS User Network Westat Other Government and Private Stakeholders 4

CAHPS Family of Surveys Facility Surveys Hospital In-Center Hemodialysis Nursing Home 3 Ambulatory Care Surveys Clinician & Group (CG-CAHPS) Health Plan Surgical Care ECHO (Behavioral health) Dental Plan American Indian Home Health Care

CAHPS Family of Surveys Facility Surveys Hospital In-Center Hemodialysis Nursing Home 3 Ambulatory Care Surveys Clinician & Group (CG-CAHPS) Health Plan Surgical Care ECHO (Behavioral health) Dental Plan American Indian Home Health Care

CG-CAHPS Survey Core measures: Access to care and information Provider communication Interactions with office staff Rating of provider Multiple survey versions: 12-Month, 6-Month, Visit version No single national standard 7

CAHPS Clinician & Group Survey CG-CAHPS Core Survey* Supplemental Items Customized CAHPS Survey * NQF endorsed 8

CG-CAHPS Versions CG- CAHPS Core Survey Specialists Hlth Promo. SDM Edu meds CAHPS PCMH Item Set ACO/PQRS Survey CAHPS PCMH Survey Supplemental items Custom CAHPS Survey

External drivers of CG-CAHPS NQF Measures Application Partnership Recommends use of CG-CAHPS for all Federal measurement/reporting/payment programs CMS ACO and PQRS initiatives Medicare Physician Compare Regional alliances and collaboratives State mandates and initiatives Patient-Centered Medical Home initiatives Medical board certification 10

Impact of Multiple Requirements 12 Month ACO PQRS PCMH Allina Health Internal QI and payment incentive PCMH 11

Current Landscape: Public Reporting Consumer awareness and use of public reports remain low, but: Experience of patients like me is valued Information seeking is on the rise Most reports are still at the group or practice site level Few reports integrate patient experience with other performance measures Emerging interest in summary measures that simplify comparisons

CG-CAHPS Public Reports 13

Current Landscape: Patient Comments 14

Mounting stakeholder concerns Cost and administrative burden to practices and clinicians Response burden on patients and families Persistent clinician skepticism about the value of patient experience Worries over representativeness of posted comments and threats to reputation Persistent confusion among survey users Technical challenges, especially for small practices

Strategies for Minimizing Cost and Burden Strategies for reducing survey unit cost Improve efficiency of survey items Develop more efficient administration methods Improve data sources for contact information Strategies for reducing number of units Adopt a common core across all survey versions Align multiple survey requirements Integrate samples for multiple uses

CAHPS Consortium Proposed Changes to CG-CAHPS Key principles guiding revisions: Achieve a common core across all CG-CAHPS versions Balance concerns over length with desire for robust content Improve efficiency of existing domains Update item wording to match current practice Maximize reliability and validity when considering tradeoffs 17

CAHPS Consortium Proposed Changes to CG- CAHPS Core Change reference period from 12- to 6-months Access: move from 5 to 3 items, and change phone to contact Communication: move from 6 to 4 items* Office Staff: retain existing 2 items Care Coordination: create 3-item composite* Provider Rating: retain existing item Net change: reduce core from 34 to 31 items 18

CAHPS Consortium Proposed Changes to Adult PCMH Item Set Retaining Information on care on evenings, weekends, or holidays Self-management (2 items) Provider talked with you about things that worry or cause stress Provider informed and up-to-date on care from specialists Provider talk about all medicines taking (moved to core survey) From 18 items to 6 items

Next Steps for Alignment AHRQ CAHPS Consortium public comment through Federal Register (Jan-Feb 2015) Further testing of Communication and Care Coordination (spring 2015) Release recommendations (summer 2015) Continue working with CMS, NCQA, and other stakeholders to understand impact of recommendations on ACO, PQRS, and other programs using CG-CAHPS Survey

What would integration look like? 6 Month ACO PQRS PCMH Allina Health Internal QI and payment incentive PCMH 21

Key elements of integrated sampling Common CG-CAHPS core survey Prioritization of sampling Identification of patients for CMS blackout periods Non-conflicting administration mode(s) Vendor ability (and willingness) to integrate sampling

Resource

Maximizing Value Conduct periodic high stakes surveys complemented by ongoing, targeted qualitative methods for improvement Leverage the engagement power of narratives for both consumers and clinicians: Add value to public reports for consumers Help motivate and inform quality improvement Motivate patients to report on their experience Develop improved methods for both eliciting and reporting narratives

CAHPS Elicitation Research Goal: Collect patient narrative comments that are complete, balanced, understandable, and representative Short sequence: 5 open-ended questions Experimental design: Placement: beginning versus end of CAHPS survey Mode: phone versus web elicitation Comparison against gold standard interviews

Elicitation Protocol: 5 Questions 1. What are the most important things that you look for in a healthcare provider and his or her staff? 2. When you think about the things that are most important to you, how do your provider and his or her staff measure up? 3. Now we d like to focus on anything that has gone well in your experiences with your provider and his or her staff over the past 12 months. Please explain what happened, how it happened, and how it felt to you. 26

Elicitation Protocol: 5 Questions (continued) 4. Next we d like to focus on any experiences with your provider and his or her staff that you wish had gone differently over the past 12 months. Please explain what happened, how it happened, and how it felt to you. 5. Please describe how you and your provider relate to and interact with each other. 27

Assessment Methods Matched Sample 54 elicitations paired with interviews to test fidelity Even mix of web- and phone-based elicitations Expanded Web Sample Additional elicitations to test for SES response biases Total of 378 web elicitations 28

Overview of Results Overall performance of elicitation protocol: Completeness: Balance: Moderate fidelity High fidelity Understandable: Fairly high fidelity Representativeness: Modest variation Elicitation mode comparisons: Phone outperforms web 29

Plans for Real-World Testing Short-term opportunities Adding 5Q protocol to MHQP (MA) and CHPI (CA) pilot tests of CG-CAHPS short form vs. long form surveys Assess operational feasibility, methods of feedback reporting, and value of narratives to practices and clinicians Longer-term testing plans Seeking field partners for testing of rigorous designs comparing 5Q protocol to alternatives 30

CAHPS Public Reporting Research Companion research to elicitation study How does adding patient comments to online reports of physician performance affect: Consumer engagement with the information? Understanding and use of CAHPS and clinical measures of performance? Quality of consumer decision-making?

SelectMD 1.0 Experiment SelectMD: A fictitious public reporting website designed with content, format, and functionality typical of real world sites Participants from a representative sample of U.S. households with Internet access Assigned randomly to 1 of 6 experimental arms with different combinations of measures Hidden tracking system monitored click patterns and time spent on each page Pre- and post-survey questions 32

Key Findings Comments lead to increased engagement Overall experience, likelihood to use and recommend Time spent and actions taken Comments draw attention away from other metrics Less probing on CAHPS, HEDIS measures Comments undermine decision quality Selection of doctors with lower performance scores

SelectMD 2.0 Experiment Build on findings from SelectMD 1.0 to develop and test new displays CAHPS, HEDIS, patient safety, patient comments Updated website design and functionality Experimental arms will include: Amazon style reporting of comments and scores Tagged comments to let users choose topics of interest Navigator-assisted site review 35

Elements of a National Strategy Agreement on a common core for a single, national standard Alignment of survey requirements to enable integrated sampling Guidance on using narratives to maximize the value of patient experience measures Combination of public and private financing Continued innovation in reporting and improvement at the state and community level

Thank You! Dale Shaller Shaller Consulting Group 651-430-0759 d.shaller@comcast.net CAHPS User Network E-mail: cahps1@westat.com Phone: 1-800-492-9261 Website:

APPENDIX

Results: Completeness 100% Fidelity of Reported Experiences 90% 80% 70% 60% 50% 40% Full Sample 30% Phone Sample 20% Web Sample 10% 0% Overall Match: 10 Domains Orienta>on Access Communica >on Caring Ample Time Thorough Competent Shared Decisions Staff Coordina>o n 40

Results: Balance 1.20 1.00 0.80 0.60 Balance of Posi6ve vs. Nega6ve Assessments (Ra6o of Assessment from Elicita6on Over Assessment from Interview) Balance of Posi>ves and Nega>ves Matches Between Elicita>on and Interview 0.40 0.20 0.00 Pos vs. Pos vs. Neg: Neg: Men>ons Line Count Synthe>c Synthe>c Code: Code: Assessing Assessing MD Office Full Sample Phone Sample Web Sample Pos vs. Neg Emo>ons Expressed 41

Results: Narrative Coherence 120% Comprehension of Narra6ve (Synthe6c Code For Elicita6on Over Code for Interview) 100% 80% 60% 40% Full Sample Phone Sample Web Sample 20% 0% COHERENCE Texture Completeness Consistency 42

Results: Representative 100% 90% 80% Fulsomeness of Reported Experiences By Health Status 70% 60% 50% 40% 30% Full Sample Healthy Chronically Ill Seriously Ill 20% 10% 0% Overall Match: 10 Domains 43

CG-CAHPS Survey Versions 12 month Visit PCMH Access Provider Communication Office Staff Provider Rating Access Provider Communication Office Staff Provider Rating Access Provider Communication Office Staff Provider Rating 44

CG-CAHPS Survey Versions 12 month Visit PCMH Access Provider Communication Office Staff Provider Rating Access Access Access Access Provider Communication Office Staff Provider Rating Recommend Provider Access Access Access Provider Communication Office Staff Provider Rating Attention to Mental Health Self-Management Support Shared Decision Making 45

CMS Use of CAHPS Surveys HCAHPS Surveys based on CG-CAHPS Accountable Care Organizations (ACOs) Physician Quality Reporting System (PQRS) Surveys based on CAHPS Health Plan Survey Medicare FFS, Medicare Advantage Qualified Health Plan (QHP) for Health Insurance Marketplace plans Medicaid and SCHIP Other surveys 46 Home Health (HHCAHPS) In-Center Hemodialysis (ICH CAHPS)

CAHPS Surveys: Coming Soon Ambulatory Care Surveys CMS-sponsored development: Home and Community-Based Services NCI-AHRQ sponsored development: Cancer Care Facility Surveys CMS-sponsored development: ED, Hospice, Ambulatory Surgery Center