Blue Meadow Family Clinic Case Study Introduction

1. Blue Meadow Family ClinicCase Study Introduction Improvement Facilitator Training Session 1 Day 1

2. BLUE MEADOW FAMILY CARE

3. The Blue Meadow team…

4. Blue Meadow Family Clinic BMFC • Case study • Example of “typical” providers and clinic team members • Training Sessions 1, 2 & 3

5. First Visits with Provider Improvement Facilitator Training Session 1 Day 1

6. Objectives Following this presentation participants will be able to: • Identify elements that motivate providers and teams to recognize the need for change • Present an overview of the ASaP initiative to providers and teams • Be familiar with documents and tools that can guide the initial visit with the provider and team

7. Physician • Nurse Practitioner 1 Roger’s Diffusion of Innovation

8. Innovators and Early Adopters Who are some of the innovators and early adopters in your clinic or Primary Care Network/Organization? Handout

9. Motivators • More than 1/3 of patients do not present for screening • “Studies indicate that most cardiovascular deaths occur in patients who were never diagnosed with vascular disease” National Post, February 24 2013 • These are tomorrow’s seriously ill patients • Collaboration with PCO or PCN (Primary Care Organization or Primary Care Network)

10. Motivators • Maneuver list would impact 75% of leading causes of mortality • “Quality clinic care is not doctor work it is team work.” • Early detection of serious disease • Development of QI capacity within PCO and clinics

11. Motivators • Participation in this program will provide measureable, common processes in addressing screening. A Provincial database that will highlight PCN aggregate results. TOP will manage the database in accordance with privacy legislation • CME credits and Continued Competency

12. A1 Engaging Providers - Introduction A2 • Get familiar with the ASaP Key Messages • Determine the hook for each provider • Develop your own ASaP Elevator Speech • Remember, time with providers is often limited

13. Let’s Visit the Blue Meadow Family Clinic! B1 • Refer to First Visits with Provider Checklist for assistance Your Name Here (IF)

14. An Example Elevator Speech I am here about the ASaP project. (Alberta Screening and Prevention). You may have heard about it through your PCN or the AMA. It is a new provincial initiative to expand prevention and screening processes. This is a busy clinic, so the plan is to bundle screening and preventative care. We know that family physicians do a great job of screening when patients come in for a periodic health exam. We also know that about 30% of patients don’t book these exams. It’s this population of patients that we’re targeting to screen opportunistically. You may also choose to add an outreach component by contacting patients who can be identified as being due for screening. OR I’ll just take a few minutes of your time to talk about selecting the screening maneuvers you would like to address, identifying an improvement team, CME credits and some logistics.

15. Barriers What are some potential barriers to participation in your PCN?

16. Barriers to Engagement • “I’m too busy – not enough time” • “I already screen patients” • “Is this the same as PDI?” • “I am not sure who my patient panel is.” • “I already know who my patients are.” • “Is this a conspiracy to get me to see more patients?”

17. Overcoming Barriers Pause Listen Reflect Answer

18. Overcoming Barriers/Resistance http://www.youtube.com/watch?v=3H2FLR

19. Enrolling Providers • Refer back to the First Visits with Provider Checklist • First we ensure the Letter of Consent is complete B1 B2

20. B3 Registering Providers – The SuperForm • For provider registration and chart review • Complete one for each provider • Latest version available on TOP website • You can take a printed hard copy or softcopy on laptop to your meeting to complete the form • Let’s take a closer look at the form! Handout

21. B3 Provider SuperForm Highlights • Must use Windows based PC • Must be using MS Excel 2003 or later • Macros must be enabled • You can only work in yellow fields • Saving: Macro-enabled format • Refer to video links on first tab of SuperForm • More information in SuperForm User Guide on TOP website

22. Blue Meadow Improvement Team B7

23. Maneuvers Checklist B8

24. B11 Health Quality Council of Alberta – Consent Form

25. G7 Externally Generated Reports Health Quality Council of Alberta • These reports area a supplement to internally generated reports (from EMR) • Include contextual data and historic information from multiple sources outside the clinic • shows health system utilization patterns. • HQCA panel reports currently being updated and reporting further defined in consultation with key partners / stakeholders including Toward Optimized Practice. • More to come on HQCA Reports in Session 3!

26. H3 ASaP Progress Tracker • Important principle in QI to track progress of teams • For now, this will be managed by your CPA with your help! • It will help us track 2 elements • Where we are at with required project elements such as the paperwork, meeting dates and chart reviews • The progress of the team’s advancement toward their screening aim (more on that tomorrow morning) • More on the Team Assessment Scale tomorrow!

27. Summary • Practice giving your key ASaP messages • Be aware of the motivators for change • Get comfortable with the information in your binder and the electronic SuperForm • Connect with your PCO to see who they have engaged