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Developing a toolkit for panel management: improving hypertension and smoking cessation outcomes in primary care at the VA

Savarimuthu, Stella M; Jensen, Ashley E; Schoenthaler, Antoinette; Dembitzer, Anne; Tenner, Craig; Gillespie, Colleen; Schwartz, Mark D; Sherman, Scott E
BACKGROUND: As primary care practices evolve into medical homes, there is an increasing need for effective models to shift from visit-based to population-based strategies for care. However, most medical teams lack tools and training to manage panels of patients. As part of a study comparing different approaches to panel management at the Manhattan and Brooklyn campuses of the VA New York Harbor Healthcare System, we created a toolkit of strategies that non-clinician panel management assistants (PMAs) can use to enhance panel-wide outcomes in smoking cessation and hypertension. METHODS: We created the toolkit using: 1) literature review and consultation with outside experts, 2) key informant interviews with staff identified using snowball sampling, 3) pilot testing for feasibility and acceptability, and 4) further revision based on a survey of primary care providers and nurses. These steps resulted in progressively refined strategies for the PMAs to support the primary care team. RESULTS: Literature review and expert consultation resulted in an extensive list of potentially useful strategies. Key informant interviews and staff surveys identified several areas of need for assistance, including help to manage the most challenging patients, providing care outside of the visit, connecting patients with existing resources, and providing additional patient education. The strategies identified were then grouped into 5 areas -- continuous connection to care, education and connection to clinical resources, targeted behavior change counseling, adherence support, and patients with special needs. CONCLUSIONS: Although panel management is a central aspect of patient-centered medical homes, providers and health care systems have little guidance or evidence as to how teams should accomplish this objective. We created a toolkit to help PMAs support the clinical care team for patients with hypertension or tobacco use. This toolkit development process could readily be adapted to other behaviors or conditions. Trial registration: NCT01677533 (www.clinicaltrials.gov).
PMCID:3840588
PMID: 24261337
ISSN: 1471-2296
CID: 665892

ACP Journal Club. Review: cytisine increases smoking abstinence [Comment]

Rogers, Erin; Sherman, Scott
PMID: 24026275
ISSN: 1539-3704
CID: 2280702

TEAM-BASED EDUCATION FOR IMPROVING PANEL MANAGEMENT IN A PATIENT CENTERED MEDICAL HOME [Meeting Abstract]

Dembitzer, Anne; Gillespie, Colleen; Dreamer, Lucas; Jensen, Ashley E; Blitzer, Rachel; Bennett, Katelyn; Schwartz, Mark D; Sherman, Scott
ISI:000331939302459
ISSN: 1525-1497
CID: 2781982

MEASURING CLINICIAN INFORMATION LITERACY: EXPERIENCES WITH A PANEL MANAGEMENT INTERVENTION [Meeting Abstract]

Dixon, Brian E.; Jensen, Ashley E.; Bennett, Katelyn; Sherman, Scott; Schwartz, Mark D.
ISI:000331939301044
ISSN: 0884-8734
CID: 883122

PROACTIVE TOBACCO TREATMENT AND POPULATION-LEVEL CESSATION: A PRAGMATIC RANDOMIZED CONTROLLED TRIAL [Meeting Abstract]

Fu, Steven; van Ryn, Michelle; Sherman, Scott; Burgess, Diana; Noorbaloochi, Siamak; Clothier, Barbara; Taylor, Brent C.; Joseph, Anne
ISI:000331939301135
ISSN: 0884-8734
CID: 883142

INCORPORATING A PANEL MANAGEMENT ASSISTANT AND TOOLKIT INTO VA PATIENT ALIGNED CARE TEAMS [Meeting Abstract]

Bennett, Katelyn; Jensen, Ashley E.; Fox, Jaclyn; Savarimuthu, Stella; Blitzer, Rachel; Dembitzer, Anne; Sherman, Scott; Schwartz, Mark D.
ISI:000331939301018
ISSN: 0884-8734
CID: 883282

UNMET NEEDS, SERVICE USE AND PATIENT ACTIVATION: IMPLICATIONS FOR PANEL MANAGEMENT TO PROMOTE SELF-MANAGEMENT OF CHRONIC ILLNESS [Meeting Abstract]

Jensen, Ashley E.; Bennett, Katelyn; Blitzer, Rachel; Sherman, Scott; Schwartz, Mark D.
ISI:000331939301305
ISSN: 0884-8734
CID: 883312

Telephone care coordination for smokers in VA mental health clinics: protocol for a hybrid type-2 effectiveness-implementation trial

Rogers, Erin; Fernandez, Senaida; Gillespie, Colleen; Smelson, David; Hagedorn, Hildi J; Elbel, Brian; Kalman, David; Axtmayer, Alfredo; Kurowski, Karishma; Sherman, Scott E
BACKGROUND: This paper describes an innovative protocol for a type-II hybrid effectiveness-implementation trial that is evaluating a smoking cessation telephone care coordination program for Veterans Health Administration (VA) mental-health clinic patients. As a hybrid trial, the protocol combines implementation science and clinical trial methods and outcomes that can inform future cessation studies and the implementation of tobacco cessation programs into routine care. The primary objectives of the trial are (1) to evaluate the process of adapting, implementing, and sustaining a smoking cessation telephone care coordination program in VA mental health clinics, (2) to determine the effectiveness of the program in promoting long-term abstinence from smoking among mental health patients, and (3) to compare the effectiveness of telephone counseling delivered by VA staff with that delivered by state quitlines. METHODS/DESIGN: The care coordination program is being implemented at six VA facilities. VA mental health providers refer patients to the program via an electronic medical record consult. Program staff call referred patients to offer enrollment. All patients who enroll receive a self-help booklet, mailed smoking cessation medications, and proactive multi-call telephone counseling. Participants are randomized to receive this counseling from VA staff or their state's quitline. Four primary implementation strategies are being used to optimize program implementation and sustainability: blended facilitation, provider training, informatics support, and provider feedback. A three-phase formative evaluation is being conducted to identify barriers to, and facilitators for, program implementation and sustainability. A mixed-methods approach is being used to collect quantitative clinical effectiveness data (e.g., self-reported abstinence at six months) and both quantitative and qualitative implementation data (e.g., provider referral rates, coded interviews with providers). Summative data will be analyzed using the Reach Effectiveness Adoption Implementation Maintenance (RE-AIM) framework. DISCUSSION: This paper describes the rationale and methods of a trial designed to simultaneously study the clinical effectiveness and implementation of a telephone smoking cessation program for smokers using VA mental health clinics. Such hybrid designs are an important methodological design that can shorten the time between the development of an intervention and its translation into routine clinical care. TRIAL REGISTRATION: ClinicalTrials.gov NCT00724308.
PMCID:3636068
PMID: 23497630
ISSN: 1940-0632
CID: 315952

The impact of primary care resident physician training on patient weight loss at 12 months

Jay, Melanie R; Gillespie, Colleen C; Schlair, Sheira L; Savarimuthu, Stella M; Sherman, Scott E; Zabar, Sondra R; Kalet, Adina L
OBJECTIVE: It is unclear whether training physicians to counsel obese patients leads to weight loss. This study assessed whether a 5-h multimodal longitudinal obesity curriculum for residents on the basis of the 5As (assess, advise, agree, assist, and arrange) was associated with weight loss in their obese patients. DESIGN AND METHODS: Twenty-three primary care internal medicine residents were assigned by rotation schedule to intervention (curriculum) or control groups. We then conducted follow-up chart reviews to determine weight change at up to 12 months following the index visit. 158 obese patients (76 in the intervention group and 82 in the control group) completed exit interviews; 22 patients who presented for acute care at the index visit were excluded. Chart reviews were conducted on the 46 patients in the intervention group and 41 patients in the control group who were seen again within 12 months of the index visit and had follow-up weight measurements. RESULTS: The main outcome of interest was mean change in weight at 12 months compared between the intervention and control groups. Patients of residents in the intervention group had a mean weight loss of -1.53 kg (s.d. = 3.72) although the patients of those in the control group had a mean weight gain of 0.30 kg (s.d. = 3.60), P = 0.03. Six (15.8%) patients in the intervention group and 2 (5.4%) patients in the control group lost >5% body weight (P = 0.14). CONCLUSIONS: Although the magnitude of weight loss was small, this study shows that training physicians to counsel patients can produce measurable patient outcomes.
PMID: 23505167
ISSN: 1930-7381
CID: 248282

ACP Journal Club: review: varenicline for tobacco cessation does not increase CV serious adverse events [Comment]

Krebs, Paul; Sherman, Scott E
PMID: 22910956
ISSN: 0003-4819
CID: 180081