Upon completing this session, participates will be able to:

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C18 These presenters have nothing to disclose Methods for Identifying a High- Need, High-Cost Population Don Goldmann, MD Jose Figueroa, MD, MPH R. Corey Waller, MD, MS, DFASAM Christine Vogeli, PhD December 12, 2017 1:30 2:45 PM #IHIFORUM Session objectives P2 Upon completing this session, participates will be able to: Describe the benefits of a care-management approach targeted at populations with complex health and social needs and high health care costs. Identify the pros and cons of different methods for identifying high-need, high-cost populations. #IHIFORUM 1

Agenda Welcome and introductions Overview of The Playbook Three approaches to identifying a complex population Jose Figueroa, MD, MPH Corey Waller, MD Christine Vogeli Q&A The Better Care Playbook is supported by a funders collaborative that includes The Commonwealth Fund, The John A. Hartford Foundation, the Peterson Center on Healthcare, the Robert Wood Johnson Foundation and The SCAN Foundation 2

3

Playbook vision & aim 5F Collaborative Vision: By 2020, 30 percent of Accountable Care Organizations and Medicare Advantage Plans have adopted proven interventions for high-need, high-cost adults that improve person-level outcomes and lower overall costs of care. Playbook Vision: The Playbook serves as a vital resource and the go-to place for leaders of health systems and health plans to learn about and adopt new practices to ensure the health and care of people with complex needs is better than ever before. Playbook Aim: The Playbook provides users with the best available knowledge about promising approaches to improve care for people with complex needs, in a format that is engaging, attractive, practical, and useable with the goal of encouraging testing, adoption, implementation, and spread in their care settings. About the Playbook Over 140 highly-curated resources focused on improving care for people with complex needs Organized around four key questions facing leaders: Why invest in redesigning care for people with complex needs? Who are people with complex needs? What care models are promising? What practical tools can I use to redesign care? Play by Play blog featuring content original to the Playbook 4

+ Segmenting High-Need/High-Cost Patients: A potential model for delivering better care Jose F. Figueroa, MD, MPH Objective: + Define clinically meaningful & actionable population segments to help improve care for high-need, high-cost (HN/HC) patients 5

+ We know why we need to target HN/HC patients Top 10% of Medicare patients 57% of costs + Challenge: HN/HC patients are not a monolithic group Number of Chronic Conditions 4 1 Mental Health Disease 49% 14% High Cost Non-High Cost High Cost non-high Cost Markers for Frailty (mean) 1.7 0.2 Eligible for Medicaid 37% 18% High Cost Non High cost High cost Non High cost 6

+ How do we define HN/HC populations into meaningful, actionable cohorts? 3-part workshop series with national experts, clinical leaders, and policymakers Download report: https://nam.edu/effective-care-for-high-need-patients/ + Segmenting Medicare Population: One example: Starter Set 7

+ Example of Segmentation Model: 6 HN/HC Subpopulations in Medicare Chronically ill Non- Elderly Disabled Frail elderly Major complex chronic Minor complex chronic Simple chronic Relatively healthy 3 1 or 2 0 Complex chronic conditions: 1. Acute MI/Ischemic heart disease 2. Renal failure 3. Heart failure 4. Dementia 5. Lung disease (COPD, ILD) 6. Serious mental illness 7. Arrhythmias 8. Stroke 9. Diabetes Joynt, Figueroa, Jha et al., Healthcare, 2016 + Proportion of HC patients within each 50% 45% segment 46.2% 40% 35% 30% Note: High-cost defined as patients in the highest decile of overall spending in the Medicare population 25% 20% 15% 10% 5% 14.3% 11.1% 3.7% 2.0% 1.1% 0% Under 65 Disabled Frail Elderly Major Complex Chronic Minor Complex Chronic Simple Chronic Relatively Healthy Joynt, Figueroa, Jha et al., Healthcare, 2016 8

+ Distribution of high cost patients across segments 45% 40% 39.5% 35% 30% 25% 20% 25.6% 20.1% 15% 10% 10.2% 5% 0% Under 65 Disabled Frail Elderly Major Complex Chronic Minor Complex Chronic 3.6% Simple Chronic 1.1% Relatively Healthy Joynt, Figueroa, Jha et al., Healthcare, 2016 + Mean Spending by Segments and by HC status (per Medicare beneficiary) $80,000 $70,000 $71,210 $70,196 $60,000 $57,389 $54,967 $55,516 $54,183 $50,000 $40,000 $30,000 $20,000 $10,000 $0 $7,199 High cost Non High cost $16,011 High cost Non High cost $9,564 High cost Non High cost $6,047 High cost Non High cost Under 65 Disabled Frail Elderly Major Complex Chronic Minor Complex Chronic $4,129 High cost Non High cost Simple Chronic $1,780 High cost Non High cost Relatively Healthy Joynt, Figueroa, Jha et al., Healthcare, 2016 9

+ How can segmentation of population help develop interventions targeting HN/HC patients? + How does spending vary between segments? $80,000 Post- Acute Care $70,000 $60,000 $50,000 $40,000 $30,000 $20,000 $1,348 $2,297 $12,729 $11,627 $5,061 $23,003 $24,080 $6,548 $6,119 $13,344 Part D: Drugs Outpatient $10,000 $0 $23,704 Frail Elderly $15,947 Under 65 Disabled Inpatient Outpatient Post Acute Care Part D (Drugs) Total Carrier DME Joynt, Figueroa, Jha et al., Healthcare, 2016 10

+ Potentially preventable spending by segments Figueroa, Joynt, Jha et al., 2017 + Potentially preventable spending by conditions 100% 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% 9% 11% 13% 17% 10% 60% 19% 13% 52% 26% 13% 61% 44% 6% 9% 18% 32% 19% 22% 22% UTI Dehydration Pneumonia Diabetes short-term complications Angina Relatively healthy Simple chronic Minor complex Major complex Under 65 Frail Figueroa, Joynt, Jha et al., 2017 11

+ Conclusions High-need, high-cost patients are a heterogeneous population Segmentation into clinically meaningful subpopulations with similar needs offers a promising strategy to develop targeted interventions Frail elders are an important group to focus on More work needs to be done refine segments and customize based on the needs of individual health system populations Other segments: Children with complex needs & People with Advancing Illness Behavioral health and social risk factors + Thank you! Questions? Email: jfigueroa@hsph.harvard.edu 12

The image part with relationship ID rid2 was not found in the file. The image part with relationship ID rid2 was not found in the file. 12/4/2017 WHO ARE THE COMPLEX PATIENTS? R. Corey Waller MD, MS, FACEP, DFASAM Fellow, National Center for Complex Health and Social Needs Managing Partner, Complex Care Consulting 13

Sentinel Syndromes Addiction Chronic Pain Mental Health Condition Cognitive Impairmen t Identification of Patients Appropriate for Care Management within Partners Healthcare Christine Vogeli, PhD Director of Evaluation and Research Partners Center for Population Health Mongan Institute for Health Policy, MGH 14

Partners High Risk Care Management Program Partners integrated delivery system 6,500 physicians, 900 Primary care providers ~900,000 patients in risk contracts (Medicare, Commercial and Medicaid) January 2012: High Risk Care Management Program initiated June 2015: Transition to EPIC commenced $101 PMPM Savings for Medicare ACO beneficiaries High Risk care Management Team Members High risk Care Management Patients: 56,765Patients Reviewed 29 for High Risk Program 86.5 FTE Care Managers (includes adult and Pedi) 29 FTE Social Workers (includes adult and Pedi) 5.5FTE Pharmacists 7.0 Community Health Workers 10.5 FTE Community Resource Specialists 2.4 FTE Medical Director (includes adult and Pedi) 1.4 FTE Psychiatrist (includes adult and Pedi) 12,843 (adult)patients actively managed in the program 366(pediatric) patients actively managed in the - 29- program Hsu J., Price M., Vogeli C., Brand R., Chernew M.E., Chaguturu S.K., Weil E., Ferris T.G. Bending The Spending Curve By AlteringCare Delivery Patterns: The Role Of Care Management Within A Pioneer ACO. Health Aff. (Millwood). 2017 May 1 Center for Population Health Confidential do not copy or distribute High Risk Patient Identification Process Patients with risk score 10 are automatically on list Risk Score> 10 Patients with a prospective risk score between 2 and 10 are processed through the algorithm Risk Score <2 Increasing Patient Complexity Chronic Conditions 1 + high acuity OR 1+ moderate and 2+ low OR 3 + low acuity 1+ moderate acuity OR 2 + low acuity Utilization Lower intensity utilization Higher intensity utilization Algorithm generated high risk list PCP makes final patient selection decisions *Patients 90 years or older are automatically on high risk list Center for Population Health Confidential do not copy or distribute 30 15

. 12/4/2017 Patient Selection Process Overall the algorithm identifies 7% of Medicare ACO patients An average of 76 patients (range 5-248) per practice are algorithm identified. PCPs selected 67% of algorithm identified patients for care management. 13% of algorithm identified patients removed because PCPs did not feel they were high risk (1% to 64%; p<.01) 19% removed because care needs were met elsewhere. Vogeli C, Spirt J. Brand R, Hsu J, Mohta N, Hong C, Weil E, Ferris TG. Implementing a hybrid approach to select patients for care management: Variations across practices. Am J Manag Care. 2016;22(5):358-365. Center for Population Health Confidential do not copy or distribute 31 High Risk Patient Identification Lessons Learned Different criteria are used when PCPs identify high risk patients and the subset of high risk patients appropriate for care management Risk: age, MCC, rising risk, medical hospitalizations, SNF stays Appropriate for care management: social and economic need Chronic Conditions and Utilization Social and Economic Characteristics Haime V, Hong C, Mandel L, Mohta N, Iezzoni L, Ferris T, Vogeli C. Clinician considerations when selecting high-risk patients for care management. Am J Manag Care. 2015 Oct 1;21(10):e576-82. Center for Population Health Confidential do not copy or distribute 32 16

Algorithm Enhancements Electronic medical record data Structured (common registries, structured ambulatory and inpatient assessments) and unstructured elements (via natural language processing) Health related social needs and annual wellness visit assessments Non-billed services, such as SW consults in the ED Machine learning: Complex variable relationships and constant iteration. Goal is to model PCP decision making On demand list production Segmentation to appropriate care management team lead: Medical Complexity: Nurse Psychosocial Complexity: Social Worker Community Social Complexity: Community Health Worker Specialty: ESRD Nurse, CHF Nurse. Center for Population Health Confidential do not copy or distribute 33 Key Partners Center for Population Health Collaborators Maryann Vienneau; Program Director, Integrated Care Management Programs and Palliative Care Strategy Eric Weil, MD; Chief Medical Officer for Primary Care, Partners Center for Population Health Center for Population Health Confidential do not copy or distribute 34 17

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