Creative Systems Change: Oklahoma Tobacco Helpline Integration with Crisis Helpline

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Creative Systems Change: Oklahoma Tobacco Helpline Integration with 2-1-1 Crisis Helpline Stephen R. Gillaspy, Ph.D., Oklahoma Tobacco Research Center Laura Beebe, Ph.D., Oklahoma University Health Science Center Jessie E. Saul, Ph.D., North American Research & Analysis, Inc. Paola Klein, MHR, CTTS, Oklahoma Tobacco Research Center

Learning Objectives: By the end of the session, participants will be able to: Describe the process of integrating Helpline screening and referral with a statewide crisis hotline; Identify challenges and strengths of implementing Helpline referrals within a crisis hotline environment; and Review the cost of implementing and maintaining the 2-1-1 referral system; and Compare enrollment rates to other referral systems.

Presentation Overview: Background Oklahoma Tobacco Helpline HeartLine and 2-1-1 Project Overview Goals Evaluation Project Progress Future Projects

Background Quitlines reach 1-2% of tobacco users annually. Certain populations use tobacco at higher rates, including: low SES those with co-morbidities (chronic and behavioral health conditions).

Oklahoma Tobacco Helpline Began offering services in 2003 Almost 350,000 tobacco users have registered since launch of Helpline (August 2003 Dec 2016). Not unique individuals --this includes duplicates if they registered more than once Helpline Services At least one call with Quit Coach At least two weeks of nicotine replacement therapy (NRT) Web Coach Individual Services NRT starter kit Email support Text support Printed Quit Guide

Demographic Comparison: OK Tobacco Helpline Registrants and Smokers in OK, FY16 32% 25% Helpline 10% 13% All smokers 53% 42% 39% 23% Non-white 24 or under Male Uninsured

Quitline Reach National Quitline Reach vs. Oklahoma Tobacco Helpline Reach FY2011-2016 4.10% 3.70% 3.60% 2.60% 3.10% 4.40% 0.98% 1.04% 1.08% 0.90% FY2011 FY2012 FY2013 FY2014 FY2015 FY2016 National reach Oklahoma Reach NAQC annual survey not conducted for FY2014, no results available yet for FY2016 Data source: NAQC annual survey results http://c.ymcdn.com/sites/www.naquitline.org/resource/resmgr/2015_survey/finalweb2242016naqcfy2015.pdf

What is 2-1-1 Heartline? 2-1-1 Heartline is a 24-hr call center in Oklahoma Connects people in crisis to information and resources. Over 4700 community agencies and programs in their database. Trained individuals staffing the phones. 281,639 families served in 2016

Who calls 2-1-1 Heartline? Top five needs: Utility assistance Healthcare Housing Food & meals Mental health/addictions

Who calls Heartline?

Helpline and 2-1-1 Began in 2015 pilot to screen and refer to the Helpline. Direct transfer, electronic referral or provide toll-free number.

Project Goals: To successfully integrate tobacco screening and direct referrals to the Oklahoma Tobacco Helpline into HeartLine, the state 2-1-1 service provider. To determine the actual cost for HeartLine to screen and refer to the Helpline. To determine the return on investment for this project.

Project Overview: Two year pilot project Collaborators HeartLine Oklahoma Tobacco Helpline Oklahoma Tobacco Research Center Oklahoma State Department of Health OU College of Public Health Funders Oklahoma Tobacco Helpline Tobacco Settlement Endowment Trust (TSET) Oklahoma State Department of Health

Evaluation Methods: Mixed Methods approach Data Sources 2-1-1 data Helpline data Interview data Qualitative interviews - 3 weeks Follow-up data Quantitative Surveys - 7 month follow-up

Evaluation Questions: 2-1-1 Callers How many 2-1-1 callers are screened for tobacco use? How many are tobacco users? What are the characteristics of screened callers? What are the characteristics of identified tobacco users? Referral Process How many identified tobacco users agree to be transferred to the Oklahoma Tobacco Helpline (OTH) for cessation services? How many are warm transferred to OTH? How many are referrals (fax or e) to OTH? How many are reached by OTH (warm transfer or call-back to referral)? How many are enrolled in services (warm transfer or call-back to referral)? What is the actual cost for 2-1-1 staff to screen and refer tobacco users to the Helpline?

Evaluation Questions (cont.): Utilization What are the Helpline service utilization patterns of 2-1-1 tobacco users? What services do they enroll in? How much service do they receive (# calls, amount of NRT)? Experience What are the tobacco users perspectives on how the 2-1-1 transfer and referral process to the Helpline works? What do they like about the process? What do they not like about the process? Outcomes What are the 7-day and 30-day point prevalence abstinence rates among 2-1-1 tobacco users who enroll with the Helpline at 7-month follow-up? What is the impact of the 2-1-1 Helpline referral program (Impact = Reach x Efficacy)? What is the return on investment (ROI) for the 2-1-1 referral program?

Time Line: Planning, soft launch of referral system Qualitative interviews with 10 participants Interview report Preliminary service utilization report 7-mo follow-up surveys ROI and Impact analyses Final report FY17 FY18 Q1 Q2 Q3 Q4 Q1 Q2 Q3 Q4 x x x x X N=10 X N=40 X N=40 X N=10 x x

Screening and Referral Process 2-1-1 caller Accepted survey, screened for tobacco use Declined/not asked, not screened Not a tobacco user, not referred Tobacco user, referred Warm transfer Electronic transfer Provided OTH number

Results: Referral Rates From September 9, 2016 January 5, 2017: 10,725 total callers to 2-1-1 6056 screened (56%) Of those screened, 1202 reported tobacco use (20%) Of the 1202 tobacco users, 569 (48%) accepted a referral An additional 113 (10%) were already enrolled in the Helpline

Quitting History and Intentions of 2-1-1 Tobacco Users (n=1202) Quit Attempt in Past Month 2% Intention to Quit 2% 57% 41% 44% 54% Quit attempt in past 30 days No quit attempt in past 30 days Not asked Intend to quit in next 30 days No intent to quit in next 30 days Not asked

Demographics of 2-1-1 Callers vs. Referrals 40% 50% 27% 28% 24% 19% 8% 10% Non-white Male Uninsured 24 or under Referrals All 211 callers

Referrals by Mode (n=569 accepted referrals) 11% Direct (warm) transfer (n=65) 64% 24% Electronic referral (n=138) Number given (participant had to call Helpline, n=366)

2-1-1 Referrals matched to Helpline Registration* Direct Transfer (n=65), E-referral (n=138), and Gave phone number (n=366) No match (n=307) 30% 17% 53% Matched to Helpline registration prior to 2-1-1 call (n=168) Matched to Helpline registration same day/after 2-1-1 call (n=94) Referrals from Sept 9, 2016 Jan 5, 2017 matched to registration dates 4/1/2004 1/31/2017

Registration Matches by Referral Mode* Percent of referrals with match to Helpline registration on the same day or after the 2-1-1 call 30% 31% 9% Electronic referral (n=42 matches) Direct transfer (n=20 matches) Gave phone number (n=33 matches) Referrals from Sept 9, 2016 Jan 5, 2017 matched to registration dates 9/9/2016 1/31/2017

Referral Outcomes for E- referrals (n= 138) 28% 7% 1% 16% 12% 36% No referral/registration found (n=49) Refrral not found but registration found (n=17) Accepted services (n=22) Declined/Unreachable but registered later (n=2) Declined services (n=10) Unreachable (n=38) 30% registered for services Referrals from Sept 9, 2016 Jan 5, 2017 matched to registration dates 9/9/2016 1/31/2017

Helpline program enrollment among ALL 2-1-1 referrals General questions 6% 5% 6% (n=6) Individual services (n=34) 35% Multiple call program (n=45) 47% One call program (n=6) Web only (n=5) Referrals from Sept 9, 2016 Jan 5, 2017 matched to registration dates 9/9/2016 1/31/2017

Discussion Fewer tobacco users than we expected Those not screened (in crisis, refused survey) may have much higher tobacco use rates than those screened (not in crisis, accepted survey) Refused highest proportion of those not surveyed (nearly 60%) Forgot only 7% of those not surveyed Explored with 2-1-1: how do we lower refusal rate? Higher proportion of those accepting a transfer in the Given Number category than expected Conversations with 2-1-1 staff, different process than 2-1-1 is used to

Discussion Smaller proportion of Direct Transfers registering than expected Conversation with 2-1-1 staff not waiting until Helpline answers Change in protocol as a result Much smaller proportion of 2-1-1 callers who registered for Helpline services in Given Number category Matches our expectations Can/should we try to increase numbers of direct and e-referrals? Possible future directions for 2-1-1 (direct transfers for other programs)

Future Directions Complete current project Additional call lines Gambling Hotline Additional call centers Tulsa 2-1-1 Research Questions and Grant Opportunities

Special Thanks Bryan Lewis HeartLine, Director of Contact Services / Technology Christin Kirchenbauer, MPH Cessation Systems Coordinator, Center for the Advancement of Wellness, OSDH

Questions? Contact: Stephen Gillaspy, PhD Director, Oklahoma Tobacco Helpline Associate Director of Clinical Services, Oklahoma Tobacco Research Center Section of General & Community Pediatrics 1200 Children s Avenue, Suite 12400 Oklahoma City, Oklahoma 73104 Phone: (405) 271-4407 Stephen-gillaspy@ouhsc.edu

2-1-1 Referrals* 60 50 40 30 20 10 Direct transfer E-Referral Gave # 0 *Data from 2-1-1 dashboards