Implementing PROMIS for Routine Screening in Ambulatory Cancer Care

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Implementing PROMIS for Routine Screening in Ambulatory Cancer Care Sofia F. Garcia, PhD Assistant Professor Department of Medical Social Sciences Department of Psychiatry and Behavioral Sciences Director of Translational Research, Cancer Survivorship Institute

OBJECTIVES Symptom Screening in Oncology background research need & importance clinical mandates standard care Lurie Screening Initiative incorporated PROMIS measures into EHR for routine screening in outpatient care for adults with cancer Next Steps implementation system-wide evaluating implementation + impact on patient- & systemoutcomes Focus on promoting & evaluating quality cancer care

Why Screen for Symptoms in Oncology? >15 million cancer survivors in the U.S. > 20 million by 2026 5-yr survival rate close to 70% chronic illness that requires symptom management Patient symptoms are often under-recognized under-treated limited time for discussion in medical visits patients not wanting to distract oncologists or have treatment decreased Common symptoms are best captured by patient-report: anxiety, depression, pain, fatigue, physical dysfunction Routine screening identifies symptoms that can go under-reported by pts to providers Screening alone is not enough Timely intervention better outcomes RCT: Screening + triage VS Minimal Screening Emotional distress @ 3mo Carlson et al. JCO 2010

PROs Becoming of Care Leading organizations have promoted PROs & symptom screening in quality care IOM s recommendations for quality patient-centered care: ensuring patients physical comfort providing patients w/ emotional support Crossing The Quality Chasm (2001) IOM recommended that PRO data be collected in real time as part of routine health care delivery improving the health care system & patient outcomes Core Metrics for Health and Health Care Progress (2015) NCCN & ASCO have recommended routine distress screening in cancer care (2015) ACoS COC new standard of care: all cancer patients must be screened for emotional distress at accredited institutions (treat > 70% pts)

What Has it Been Like to Implement These New Guidelines?

Routine Distress Screening as An Example of Widespread Implementation Readiness survey of CoC- accredited institutions confidence in being able to implement Standard 3.2 (1 yr after guideline issued) 58% completely confident Survey of NCCN institutions 35% somewhat confident - 70% conducting routine distress screening (50% all outpatients, 50% certain subgroups) Most common screening tool = NCCN Distress Thermometer Single item: rate distress in the past week (0-10) Sensitivity & specificity detecting depression = not optimal Checklist of common concerns: practical, family, emotional, spiritual & physical problems Significant room for improvement upon status quo

Trying to Make Improvements in Busy Health Care Settings

Collaboration with Health Care System Toward Feasible Solutions Decisions - ISQOL User Guide for PROs in Clinical Practice Lurie Screening Initiative 1) Identify goals Meet CoC standard using advanced measurement 2) Select patients, setting & timing Medical Oncology outpatients; prior to MD visit 3) Determine which PROs PROMIS CATs 4) Choose administration mode Web-based to allow for at-home completion 5) Design processes for reporting results Responses, scores & severity levels EHR 6) Identify aids for score interpretation Severity levels formatted like lab results 7) Develop strategies for responding to identified issues Scores above thresholds triaged to provider pools 8) Evaluate impact of PRO intervention on practice Analysis of relationship to health care utilization & satisfaction Snyder et al., Qual Life Res. 2012

The Lurie Screening Initiative GOALS: meet CoC emotional distress (anxiety & depression) screening guideline BUT ALSO assess other priority symptoms (fatigue, pain physical function) apply state-of-the-science measurement & tools feasibly integrate the process into existing workflows Large scale undertaking: > 10,000 patients treated yearly How can we use HIT to facilitate universal distress screening?

Lurie Cancer Center Screening Initiative (Central Region of Northwestern Medicine) Bringing more advanced measurement science to clinical practice. PROMIS Computer Adaptive Tests (CATs): Discipline-Specific Measures: *Depression * Anxiety - Social work needs - Pain - Fatigue - Informational needs - Physical Function - Nutritional needs Integration in EHR (Epic) so results can inform clinical care delivery in real time Clinician notification & triage

Measures of priority HRQoL domains in cancer Compare across chronic conditions & general population Clinically valid, w/ severity thresholds Allows computer administration & real-time scoring www.healthmeasures.net Based in IRT CATs Precise measurement Brief (4-12 items)

Lurie Screening Initiative Central Region January 2015 August 2017 September 2017 NM PRO Platform MyChart Epic pt portal (1/3 actively use) At home prior to visit ~ 40 items (8-10 min.) MyChart acces PLUS Epic hyperlink non-mychart users In clinic, when roomed by an MA < 30 items (6-7 min.) not slow clinic flow

Medical & Gynecological Oncology outpts received MyChart message 72 hours prior to MD visit Message web-link connects pts to web-based administration Assessment results immediately populate Epic (HL7 format)

Patients made aware that results are visible in Epic by their providers may not be reviewed for 72 hrs & what to do in case of emergency Patients are connected to online resources

Clinical Alerts Triaged in Real Time Pain, Fatigue, Physical function Severe scores Depression, Anxiety Severe scores oncologist / RN pool sent Epic inbox message call / MyChart message pt OR note issue @ next visit Social work pool sent Epic inbox message SW call / MyChart message pt & maybe referral to Psychology oncologist / RN pool copied Psychosocial health needs Social work pool sent Epic inbox message call / MyChart message pt Informational needs Health Learning Center pool sent Epic inbox message call / MyChart message pt Patient directed to online Resource library through Epic MyChart Nutritional needs Dietician pool sent Epic inbox message call / MyChart message pt oncologist / RN pool copied

Clinician Notification of Elevated Score in Epic Epic Systems Corporation

Lurie Screening: MyChart Messages Approx 1000 / month

Lurie Screening: Completed Assessment 52% of those messaged (72-93 pts / mo)

Lurie Screening Demographics Declined: Received MyChart message, but did not complete screener Screened: Received MyChart message and completed at least one screener Gender Declined Screened chisq p Male 1094 (33%) 1125 (32%) 0.2684 Female 2205 (67%) 2401 (68%) Hispanic or Latino Declined Screened chisq p No 2822 (86%) 3137 (89%) <.0001 Yes 210 (6%) 143 (4%) Prefer not to answer 267 (8%) 246 (7%) Race Declined Screened chisq p White 2164 (66%) 2685 (76%) <.0001 Black or Af American 407 (12%) 246 (7%) Asian 155 (5%) 124 (4%) Other 284 (9%) 217 (6%) Missing 278 (8%) 244 (7%) NO significant difference in gender distribution Significant differences in proportion Hispanic/Latino and in participation by race

PROMIS Scores use a T-score metric M = 50 SD = 10 Pt s score defined by how it compares to the scores of large representative sample High scores = more of the domain being measured High / more fatigue bad High / more physical function - good HealthMeasures.net/PROMIS

Lurie Screening: CAT Scores % assessments above set alert thresholds

PROMIS SCORES & CLINICAL ALERT THRESHOLDS 100 80 60 40 % ASSESSMENTS 6.97 7.47 2.59 1.84 7.18 93.03 92.53 97.41 98.16 92.82 20 0 Anxiety (>=65) Depression (>= 60) Fatigue (>= 70) Pain Interfer (>=70) Phys Function (<=30) Within threshold Outside threshold 100 80 60 40 20 0 % PATIENTS ever at / above threshold 11.91 12.2 5.1 3.6 13.64 88.09 87.8 94.9 96.4 86.36 Anxiety (>=65) Depression (>= 60) Fatigue (>= 70) Pain Interfer (>=70) Phys Function (<=30) Within threshold Outside threshold

NEEDS ASSESSMENT ALERTS 100 80 60 40 20 0 Percent of all assessments that triggered an alert 31.75 20.1 58.19 68.25 79.9 41.81 Social Work Nutrition HLC Alert not triggered Alert triggered 100 80 60 40 20 Percent of patients that ever triggered alert 51.12 61.07 48.88 38.93 33.33 66.67 0 Social Work Nutrition HLC Alert not triggered Alert triggered

- Epic queries confirming follow-up contact to assessments triggering clinical alerts is occurring - Dieticians: w/in 2 days - Social workers: w/in 3 days - HLC: w/in 4 days

Ongoing & planned analyses: Expanded implementation: - switch to NM PRO platform - in-clinic + at-home administration - Medical + Surgical Oncology in Central Region (Sept. 2017) - Radiation Oncology + North & West Regions (planned 2018) - relationships between assessment results & health care usage - changes in CAT scores & psychosocial needs over time 25

NORTHWESTERN UNIVERSITY Michael Bass. MS David Cella, PhD Allison Fisher, BA Yanina Guevara, BA Tim Pearman, PhD Frank Penedo, PhD Oana Popescu, MS Katie Wortman, MSW WAKE FOREST UNIVERSITY Lynne Wagner, PhD FUNDING Acknowledgements Robert H. Lurie Comprehensive Cancer Center (RHLCCC) Coleman Foundation NORTHWESTERN MEDICINE Surabhi Bhatt, BS Cynthia Barnard, MBA, PhD Rebecca Caires, MBA Begum Kutay, MS Nick Rave, MS Michael Schachter Epic: Ryan Chmiel & Alpa Patel RHLCCC Medical Leadership Clinical Program Administrative Teams RHLCCC Supportive Oncology Staff RHLCCC Patient and Family Advisory Board Northwestern Medicine Quality Control Committee Northwestern Medical Faculty Foundation Legal

Thank you for your attention! Questions? Sofia F. Garcia, PhD Assistant Professor Department of Medical Social Sciences Department of Psychiatry and Behavioral Sciences Feinberg School of Medicine Director of Translational Research, Cancer Survivorship Institute Robert H. Lurie Comprehensive Cancer Center Northwestern University sofia-garcia@northwestern.edu