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Introduction to Improving the Patient Experience Series Measuring the Patient Experience Tammy Fisher, MPH Director, Quality & Performance Improvement.

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Presentation on theme: "Introduction to Improving the Patient Experience Series Measuring the Patient Experience Tammy Fisher, MPH Director, Quality & Performance Improvement."— Presentation transcript:

1 Introduction to Improving the Patient Experience Series Measuring the Patient Experience Tammy Fisher, MPH Director, Quality & Performance Improvement San Francisco Health Plan Part 2 – April 7, 2010

2 Agenda Purposes of Measurement Measurement to identify areas for improvement –Tools, methodologies, frequency Measurement to evaluate impact of changes –Data collection strategies, tools, and methodologies. Measurement to spread and sustain improvements –Tools, methodologies, frequency Case Study –San Francisco Health Plan Providing feedback –Strategies 2

3 3 Purposes for Measurement AspectImprovementAccountabilityResearch AimImprovement of careComparison, choice, reassurance New knowledge Test ObservabilityTest observationsEvaluate current performance; no test Test blinded Bias & Sample Size Consistent bias – just enough data Measure and adjust to reduce bias – 100% of data Design to eliminate bias – just in case data Flexibility of hypothesis Improvement of careNo hypothesisFixed hypothesis Testing strategySequential testsNo tests1 test Is change an improvement? Run or control charts No change focusHypothesis tests (F- test, T-test, Chi- squared, P-value) Confidentiality of data Only used by those involved in improvement Available for public consumption Identities protected 3

4 Applying it to Patient Experience 1.Improvement Understand impact of changes Provide rapid feedback – engagement strategy Convince others to try changes 2.Accountability Diagnostic – identify high leverage areas and people for targeted improvements Sustainability- public reporting, pay for performance 3.Research – borrow methods Build a compelling business case to Leadership 4

5 Measurement Continuum Identify Areas and Providers for Improvement Evaluate Impact of Changes Spreading & Sustaining Improvements 5

6 Identify Areas and People for Improvement Robust surveys Robust measurement methodologies Measure annually Data at the organization and individual provider level Look at composites strongly correlated with overall ratings of experience 6

7 Validated Surveys Clinician Group CAHPS Survey ROD_CG_CG40Products.asp?p=1021&s=213 ROD_CG_CG40Products.asp?p=1021&s=213 Clinician Group CAHPS Visit Survey ROD_CG_CG40Products.asp?p=1021&s=213 ROD_CG_CG40Products.asp?p=1021&s=213 PBGH Short PAS Survey PAS website: Short PAS survey: ments/Short_Form_Survey_PCP_feb2010.doc ments/Short_Form_Survey_PCP_feb2010.doc 7

8 Survey Options VendorMethod of Administration CostConsiderationsGroups using it MTC: Ph-800-295-9681, ask for Guy Swenson Telephonic$5-10/ completed survey + can customize survey and development costs are low and turn around is quick + rapid feedback (usually within two weeks of survey completion) - reporting is limited so need resources internally to manipulate data for reporting purposes MG John Muir Physician Associates Camino Medical Group CQC doctors in first Collaborative Sullivan/Luallin: ph- 619.283.8988 or at www.sullivan- www.sullivan- Mailed SurveyVariable+ recognized by CAPG + good reporting capabilities + in wide use by multiple groups +option for customization Many CA groups (, Beaver, Sharp) Press Ganey Mailed SurveyCall for a quote.+ robust survey, good reputation + excellent reporting capability - especially good in hospitals/homecare, less so in outpatient UCSF PBGH doctor level survey: Ted VonGlahn, ph- 415-615-6318 Mailed survey once a year $185/per doctor + very robust reporting, including physician detailed actionable report +robust algorithms for selecting random samples - limited for QI purposes 40 groups in CA AMGA –http://www.amga.org /QMR/PSAT/index_psat.asp Point of service surveyCheck out costs on their website. A little complicated. + in wide use + provides feedback regularly + analytic and reporting capabilities + good benchmarks +includes methodologies for assuring random sample - once data are forwarded to, report 5-6 weeks later A large number of national and CA groups using it. Avatar Mailed surveyAsk for a quote.+in wide use nationally + provides feedback regularly + includes methodologies for assuring random sample +good benchmarks +analytic and reporting capabilities St. Joseph Heritage Medical Group 8

9 Robust Methodologies Mail administration –3 waves of mailing (initial mail, postcard reminder, second mail) Telephone administration –At least 6 attempts across different days of the week and times of day Mixed mail and telephone administration –Boost mail survey response by adding telephone administration 9

10 Tips Survey –Include questions that matter most to consumers –Questions that ask about care experience –Applicability across heterogeneous populations –Demonstrates strong psychometric properties Reporting –Includes internal and external benchmarks Methodology –Appropriate sampling (reduce bias, large samples) –Standardized protocols –Timeframe- in the last 12 months Frequency –Annually 10

11 Evaluate Impact of Changes Data collection tool specific to changes tested Methodologies that allow for sequential testing – small samples, less standardization Data given to individuals testing changes Frequent feedback – daily, weekly, monthly Inexpensive methods 11

12 Data Collection Tools Point of service surveys Telephonic surveys Comment cards Patient exit surveys Focus groups Kiosks, via web 12

13 Point of Service Good for measuring the effect of changes tested Focus on meaningful measures Have 4-6 response choices Include 8-20 measures Document collection methodology; train staff collecting information Collect just enough data Have at least 15 completed surveys and 15 measurement points Easy to develop reports Data collection is burdensome! 13

14 Telephonic Surveys More rapid feedback than mailed surveys Typically less expensive Outside vendors do it and provide reports Easy to manipulate data for reporting Less frequent – monthly data at best Literature suggests more bias than mailed surveys 14

15 Sample Comment Card Comment Card We would like to know what you think about your visit with Doctor X. Yes, Definitely Yes, Somewhat, No Did Dr. X listen carefully to you? Did Dr. X explain things in a way that was easy to understand? Is there anything you would like to comment on further? Thank you. We are committed to improving the care and services we provide our patients. 15

16 Patient Exit Interviews Rapid feedback on changes tested Not burdensome to collect data Uncover new issues which may go unreported in surveys Requires translation of information into actionable behaviors Providers see the feedback Include 3-5 questions, mix of specific measures and open ended questions Receptionist or non-clinic member obtains feedback (HP or IPA staff) 16

17 Spreading & Sustaining Improvements Survey –Include questions that matter most to consumers –Questions that ask about care experience –Applicability across heterogeneous populations –Demonstrates strong psychometric properties Reporting –Comparisons within peer group Methodology –Appropriate sampling (reduce bias, large samples) –Standardized protocols –Risk adjustment –Timeframe- most recent visit Frequency –Quarterly 17


19 Areas for Improvement Provider- patient communication, office staff, & Access to care –Performed in the lowest quartile –PPC and Access strongly correlated with overall ratings of care –Office staff support provider-patient communication – Team approach 19

20 20 Start Small, then Scale Up 3 -10 Practices 6 – 8 months 6 – 12 months Learn about getting results at your practices Develop physician and staff champions Understand what it takes from the group to support practice changes Design systems and tools to support changes across many sites Thanks to Chuck Kilo, MD Network Rollout

21 Improvement Project AIM: To improve CAHPS scores by achieving the 50 th percentile in the following composites by MY 2012: –Access to care –Provider-patient communication APPROACH –Begin with 10 pilots –Spread to most providers by MY 2011 21

22 Purposes for Measurement 1.For Leadership to know if changes have an impact and to build a compelling case to spread changes to other clinics 2.For Clinics to get rapid feedback on tests of change to understand their progress towards their own aims 22

23 Purpose 1 (for Leadership) Measures & Approach MeasuresMethodologyFrequencyReports Patients ratings of their care At provider level with roll up to clinic Point-of-Care survey, about 25 questions, using a nationally recognized tool QuarterlyRisk-adjusted data, delineating statistical significance. Showing data over time. Clinic Site Satisfaction Online survey instrument QuarterlyData over time Anonymous 23

24 Patient Ratings of their Care Standardized survey instrument based on the Clinician-Group CAHPS visit survey, about 30 questions Administered at the point of care by clinic –SFHP provides surveys in 3 languages (English, Spanish, Chinese) and picks up surveys on Friday of each week Defined methodology – all patients, given after the visit Five fielding periods: April 2010, July 2010, Oct 2010, Jan 2011, April 2011 Each fielding period is 3 weeks Risk adjusted results at the provider level with roll up at clinic level Extra incentives – up to $500 per clinic 24

25 Clinic/Practice Site Satisfaction Survey instrument based on the Dartmouth and Tantau & Associates, about 20 questions Administered online by SFHP –SFHP sends a link to complete the survey online –Anonymous, results can be aggregated by role Five fielding periods: March 2010, June 2010, Sept 2010, Dec 2010, March 2011 Each fielding period is 2 weeks Results at the clinic level 2 weeks following the close of the measurement period 25

26 Purpose 2 (for Clinics) Measures & Approach MeasuresMethodology Options FrequencyReports Patients ratings of their care Select 5-7 measures based on AIM statement 1.Point of service survey 2.Telephonic survey 3.Comment cards 4.Web-based survey 5.Patient exit interviews WeeklyMonthly Clinics document experience and results in a narrative 26


28 Tips Provide supportive feedback (non- judgmental) Include peer comparisons, targets, explanation of measures, show trended data over 2-3 years, identify actionable behaviors Meet 1:1, use peer/clinic group meetings, dashboards, distribute via mail/email/web Include testimonials from providers and patients – stories Encourage Peer-peer interactions to follow-up with providers 28

29 How Data is Displayed is Important Pre/Post data collection + larger samples, can test for statistical significance + easy to interpret data - may miss an opportunity to intervene – results masked by natural variation - cant measure sustainability Run charts - hard to interpret - need enough data to establish trends + analyze variation and pinpoint when improvement occurred + measures process and ability to act on slippage + frequent feedback over time + evaluate sustainability Narrative + hear the patients voice – see their comments + get data quickly - hard to identify trends and pinpoint areas for improvement 29

30 30 © Pacific Business Group on Health

31 31 © Pacific Business Group on Health

32 32 Total number of completed responses per question by measurement period Measurement Period Warm greeting Spend enough Time Explains things well Receptionist Helpful Receptionist Respectful 9/22/09-9/24/0923 2223 10/5/09-10/16/0917 1817 11/4/09- 11/16/0941 12/1/09-12/4/09 34 Measurement PeriodPatient Comments 9/22/09-9/24/09 Liked the questionnaire handed to me at my visit. The doctor remembered that I went on a trip - what a great memory! 10/5/09-10/16/09 11/4/09-11/16/09 11/16-11/25/09 12/1/09-12/4/09 Opportunities for Improvement Explains things well Spends enough time Print an after visit summary (see attached) Use "ask before telling" technique and use short summaries technique.

33 Run Chart 33

34 Run Chart 34

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