Moving Beyond Cooperation: Engaging Families in Health Care Organizations and Practices Thursday, May 25, Noon Central

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Back to Basics: Meaningfully and Effectively Engaging Families in Pediatric Practices and Systems A webinar series brought to you by the National Center for Medical Home Implementation, the National Center for Family Professional Partnerships, and the Bright Futures National Center Moving Beyond Cooperation: Engaging Families in Health Care Organizations and Practices Thursday, May 25, 2017 11 Noon Central This project is supported by the Health Resources and Services Administration (HRSA) of the U.S. Department of Health and Human Services (HHS) under grant number U43MC09134. This information or content and conclusions are those of the author and should not be construed as the official position or policy of, nor should any endorsements be inferred by HRSA, HHS or the U.S. Government.

Moving Beyond Cooperation: Engaging Families in Health Care Organizations and Practices brought to you by the National Center for Medical Home Implementation, the National Center for Family Professional Partnerships, and the Bright Futures National Center Moderator: Janet DesGeorges Executive Director Hands & Voices, Inc.

About the Sponsors Funded by: Maternal and Child Health Bureau and Health Resources and Services Administration Goal statements National Center for Medical Home Implementation Ensure all children and youth particularly those with special health care needs have access to a medical home National Center for Family Professional Partnerships Reduce health care disparities of families of children and youth with special health care needs Bright Futures National Center Support primary care practices (medical homes) in providing well-child and adolescent care

Disclosures We have no relevant financial relationships with the manufacturers(s) of any commercial products(s) and/or provider of commercial services discussed in this activity. We do not intend to discuss an unapproved/investigative use of a commercial product/device in my presentation.

Objectives Define and describe the characteristics of family engagement at the health care organization level Identify practical strategies and tools to encourage and measure family engagement at the practice and health care organization level Describe evidence-based and evidence-informed practices for family engagement among pediatric practices and health care organizations

Partnership Continuum Where are you and/or your organization on this continuum? How can you move to the next level on the continuum? Coexistence Networking Cooperation Collaboration Partnerships Adapted from: Craig D, Courtney M, Waitakere Partnerships Research Team. Key Learnings and the Ways Forward: The Potential of Partnership. Auckland, New Zealand: Waitakere City Council; August 2004.

Moving Beyond Cooperation: Engaging Families in Health Care Organizations and Practices brought to you by the National Center for Medical Home Implementation, the National Center for Family Professional Partnerships, and the Bright Futures National Center Faculty: RJ Gillespie, MD, MHPE, FAAP Pediatrician The Children s Clinic Medical Director, Oregon Pediatric Improvement Partnership

Maxims of Patient-Centered Care The needs of the patient come first Every patient is the only patient Nothing about me without me From: D. Berwick. What Patient-Centered Should Mean: Confessions of an Extremist. Health Affairs, 28, no.4 (2009): w555-565.

Lessons from the Center for Medical Home Improvement (CMHI) Learning Collaborative Evaluated practices that improved on their medical home-ness AND were able to sustain improvements after learning collaborative ended Those who sustained innovations: Identified the population of children and youth with special health care needs Gained family participation and feedback Developed the capacity for practice-based care coordination and the use of care plans Cooley, C. (2012). Medical transformation in pediatric primary care. [Powerpoint slides]. Retrieved from http://www.ohsu.edu/edcomm/flash/flash_player.php?params=4`/hosp/peds/gr- 062812.flv`vod`s&width=640&height=480&sec=true&title=PEDS%20GR%206-28-12

Lessons from the Center for Medical Home Improvement (CMHI) Learning Collaborative Evaluated practices that improved on their medical home-ness AND were able to sustain improvements after learning collaborative ended Those who sustained innovations: Identified the population of children and youth with special health care needs Gained family participation and feedback Developed the capacity for practice-based care coordination and the use of care plans Cooley, C. (2012). Medical transformation in pediatric primary care. [Powerpoint slides]. Retrieved from http://www.ohsu.edu/edcomm/flash/flash_player.php?params=4`/hosp/peds/gr- 062812.flv`vod`s&width=640&height=480&sec=true&title=PEDS%20GR%206-28-12

Family-Professional Partnerships: Beyond Engagement Adding parents (or adolescents) to quality improvement (QI) Teams Surveying families for their experiences Major and mini-surveys Focus groups, parent advisory groups Peer navigators and peer support specialists

Steps for Adding Parents to Your Team Embracing the idea of a parent partner Discussing characteristics, traits and qualities Successfully selecting a parent partner Inviting and compensating a parent partner Replacing a parent partner (when necessary) Adapted from Parent Partners, Creative Forces on Medical Home Improvement Teams, Ann Donoghue Dillon, 2003, Center for Medical Home Improvement.

Embracing the Idea Discuss the concept in depth Include all stakeholders on current team Include key thought leaders and decision-makers at your practice Do not to debate the concept AFTER bringing a parent into the mix

Embracing the Idea Cont d Start this journey committed to the concept There may be barriers experienced and refinements needed Committing to work through this experience is key to achieving success and realizing their value

Discussing Traits & Qualities Determine what collection of characteristics meets your needs Key traits include: Has the time to commit (access to childcare, etc.) Confident and able to speak up in group settings Fit with the group dynamic humor!

Discussing Traits & Qualities Cont d Key traits include: Experience with local resources and multiple specialists Parents of children and youth with special health care needs have an extremely valuable perspective when it comes to medical homes for children Multiple partners with different experiences provide for an even more rich parent perspective

Selecting a Parent Partner Ask clinicians and staff in your practice to suggest parents that fit your list of traits Consider alternative recruiting strategies Signs in waiting room, newsletter, website, Facebook, etc. Conduct meetings and interviews to explore interest and fit

Inviting and Compensating Be detailed in laying out the time commitment and stipend Parents as consultants typically receive $12-25 per hour for their time and effort

Inviting and Compensating Cont d Be strategic in the presentation of background information and onboarding / orientation information Include information about: Relevant clinic processes (quality improvement committee process / policies, etc.) Medical home concepts in general Specific projects in which they will be participating Consider connecting to parent partners in other practices, or other parent-to-parent resources

Replacing Parent Partners (As Needed) It would be to your benefit to plan for turnover from the outset Document the results of completing the steps the first time Statement about the value of this effort to your practice List of characteristics and traits Recruitment plan

Replacing Parent Partners (As Needed) Cont d Document the results of completing the steps the first time continued Generic / boilerplate contract specifying commitment and compensation Catalogue of orientation materials Consider keeping a list of parents that you identify as potential future participants

Surveys Major and Mini Patient experience of care surveys Consumer Assessment of Health Care Providers and Systems Press-Ganey Practice-driven surveys Topic-specific, brief survey designed to get input on a specific subject Designed by the practice rather than a standardized survey Example Urgent Care Survey

Focus Groups & Advisory Councils Focus groups: Short-term/temporary mechanisms for gaining family input on specific subjects Advisory councils: More permanent structures, provide input and support into clinic operations Drive their own agenda about recommendations for practice Address specific subjects or problems Some practices engage adolescents in advisory councils

Peer Navigators / Peer Support Specialists Permanent employees of the practice Parents are often more willing to get real about their needs and challenges with a peer compared to a clinician

Peer Navigators/ Peer Support Specialists Cont d Function in conjunction with care coordinators, serving many of the same functions Care coordinators: Focus on medical coordination Peer support specialist: Focus on community-based resources, helping parents advocate within school systems Some states offer training to allow billing for services

Measuring your Family Participation Medical Home Standards: Include standards around family participation and engagement Standards about patient surveys Standards around participation in QI or other practice operations Measurement tools for assessing degree of family participation Medical Home Index: Revised short form

Patient Centered Primary Care Home (PCPCH) Example Standard 2.C Patient and Family Involvement in Quality Improvement Measures: 2.C.1- PCPCH involves patients, caregivers, and patient-defined families as advisors on at least one quality or safety initiative per year. (5 points) 2.C.2 - PCPCH has established a formal mechanism to integrate patient, caregiver, and patient-defined family advisors as key members of quality, safety, program development and/or educational improvement activities. (10 points) 2.C.3 - Patient, caregiver, and patient-defined family advisors are integrated into the PCPCH and function in peer support or in training roles. (15 points)

Family Engagement Example STANDARD Level 1 Level 2 Level 3 Level 4 1.5 Family Feedback Family feedback to the practice occurs through external mechanisms such as satisfaction surveys issued by a health plan; this information is not always shared with practice staff. Feedback from families of children with special health care needs (CSHCN) is elicited sporadically by individual practice providers or by a suggestion box; this feedback is shared informally with other providers and staff. Feedback from families of CSHCN regarding their perception of care is gathered through systematic methods (e.g. surveys, focus groups, or interviews); there is a process for staff to review this feedback and to begin problem solving. In addition to Level 3, an advisory process is in place with families of CSHCN which helps to identify needs and implement creative solutions; there are tangible supports to enable families to participate in these activities (e.g. childcare or parent stipends). PARTIAL COMPLETE PARTIAL COMPLETE PARTIAL COMPLETE PARTIAL COMPLETE PARTIAL COMPLETE

Moving Beyond Cooperation: Engaging Families in Health Care Organizations and Practices brought to you by the National Center for Medical Home Implementation, the National Center for Family Professional Partnerships, and the Bright Futures National Center Faculty: Kathy Ostler, MD Pediatrician Wasatch Pediatrics, Summit Office

Moving Beyond Cooperation: Engaging Families in Health Care Organizations and Practices brought to you by the National Center for Medical Home Implementation, the National Center for Family Professional Partnerships, and the Bright Futures National Center Faculty: Dustina Frisby Care Coordinator Wasatch Pediatrics, Summit Office

Moving Beyond Cooperation: Engaging Families in Health Care Organizations and Practices brought to you by the National Center for Medical Home Implementation, the National Center for Family Professional Partnerships, and the Bright Futures National Center Faculty: Elizabeth Wall Parent Partner Wasatch Pediatrics, Summit Office

In the beginning Medical Home Integrated Services Project 2006-2009 Required a team of four doctor, front office, medical assistant, and parent partner Immediate changes Support from Utah Family Voices and rest of project participants Job description Limitations

The Culture of Quality Improvement Preventing, Recognizing and Treating Obesity 2008-2009 Early Autism Detection and Referral 2009-2010 The move from Networking to Cooperation was complete!

Parent Partner 2.0 CHIC Medical Home Demonstration Project 2011-2014 Liz moved into paid position Paid care coordinator Mental Health Problems in Children 2011-2013 Collaboration has been achieved!

Striving for Partnership Liz participates in URLEND 2014 Formal training in Montana 2015 2014 Field trip to Boston Children s and Dartmouth- Hitchcock 2016-2017 Family Engagement Quality Improvement Project

A Day in the Life 25 hours per week in clinic Inclusion from the beginning Pre-appointment phone calls Home and hospital visits Individual Educational Planning meetings (advice and advocacy)

A Day in the Life Cont d Instructing on how to navigate systems (i.e. school, Supplemental Security Income, Division of Services for People with Disabilities, etc.) Peer to peer support Help doctors understand the parent perspective

Family Council Why a family council and a parent partner? Choosing families to serve on council Resources used to guide our family council model What our model looks like Resources: Creating a Patient and Family Advisory Council: A Toolkit for Pediatric Practices

Family Council Cont d What did we learn from our first year? Some families are looking for meaningful ways to be involved Patients don t know what they don t know Services offered should be well advertised Staff benefitted from getting to know more about the families

Three Important Questions Why employ a parent partner do this work instead of a regular staff member? How does this improve care for the patient? Is there a conflict of interest?

Resources National Center for Medical Home Implementation Resources for practices Resources for families How-to videos: family advisory groups, care partnership support Visit www.medicalhomeinfo.org for more information Have a question about medical home? Contact us! www.medicalhomeinfo.org Medical_home@aap.org Subscribe to our Listserv! 800/433-9016 ext 7605

Resources National Center for Family Professional Partnerships o Partnering with your Provider and Partnering with your Health Plan tip sheets o Family Centered Care Family Voices o Family Centered Care Assessment tool Kids as Self-Advocates o Health focused articles written by youth and young adults IMPACT on Health and Wellness o The Well Visit Planner Media Toolkit, with materials in English and Spanish, created with family leader input, to help disseminate information about the Child and Adolescent Health Measurement Initiative s Well Visit Planner.

Resources Bright Futures National Center About Bright Futures Video Resources for Families Resources for Children and Teens Bright Futures Activity Book Bright Futures VisitPlanner App Eliciting Parental Strengths and Needs Tip Sheet Community Resources Tip Sheet Bright Futures Presentations Visit brightfutures.aap.org for more information

Questions

We re Here to Help You! Have a question about medical home? Contact us! www.medicalhomeinfo.org Medical_home@aap.org Subscribe to our Listserv! 800/433-9016 ext 7605

Stay Tuned! Achieving True Partnership: Integrating Family Engagement in Systems of Care June 20, 2017 1 to 2pm Central For more information and registration visit the NCMHI Web site.