1. Contact: Communications@TheNationalCouncil.org | 202.684.7457 www.TheNationalCouncil.org Using Data to Inform Your Integrated Health Practice

2. Contact: Communications@TheNationalCouncil.org | 202.684.7457 www.TheNationalCouncil.org How to ask questions 1

3. Contact: Communications@TheNationalCouncil.org | 202.684.7457 What is a Dashboard? A dashboard translates your organization’s strategy into metrics that provide timely information and insights that enable staff to proactively improve decisions, optimize processes and plans. In short it allows for an organization to monitor, analyze, and manage their work. Source: Performance Dashboards: Measuring, Monitoring, and Managing Your Business. 2nd Edition 2011 Wayne Eckerson 2

4. Contact: Communications@TheNationalCouncil.org | 202.684.7457 How to use a Dashboard 1. Monitoring: Convey information at a glance 2. Analysis: Identify exceptions & drill down to details 3. Management: Improve alignment, coordination, & collaboration Source: Performance Dashboards: Measuring, Monitoring, and Managing Your Business. 2nd Edition 2011 Wayne Eckerson 3

5. Contact: Communications@TheNationalCouncil.org | 202.684.7457 Dashboards for Patients, Clinical, & Admin. Staff: Should allow the data to tell a story about your patients & the care provided Should be “simple” to Start--target only a few key aspects of population & their care Should be Colorful--use red, yellow, green to draw the eye

6. Contact: Communications@TheNationalCouncil.org | 202.684.7457 Dashboard Data Domains Cost: Utilization, Case Rates, etc. Operations: No Shows, Insurance Mix, etc. Staff Work Plan: Performance on Scope of Practice Tasks Clinical: Labs, Assessment/Screening Results, Vitals, etc. Care Coordination: Medication Reconciliation, etc. Benchmark Comparisons: Between Clinicians, Teams, etc. Risk Cutoffs: Ranges showing when data are out of specification (e.g., A1c > 6) 5

7. Contact: Communications@TheNationalCouncil.org | 202.684.7457 6

8. Organizing & Operationalizing Data w/ Dashboards 7

9. Contact: Communications@TheNationalCouncil.org | 202.684.7457 www.TheNationalCouncil.org What is on each dashboard? How are the indicators defined? Q&A re: content of dashboards 8 Review of Dashboard

10. Contact: Communications@TheNationalCouncil.org | 202.684.7457 www.TheNationalCouncil.org 9 Using Dashboard Data - Reassessment Rate 44% is lower than the objective measure of success 44% is higher than the peers in our model type 44% is also higher than all grantees But what do we define as success??

11. Contact: Communications@TheNationalCouncil.org | 202.684.7457 www.TheNationalCouncil.org Financing Staff – financial incentive to increase reassessment rate Medical Staff – medical incentive to increase reassessment rate Evaluation Staff – data collection incentive to increase reassessment rate 10 Using Dashboard Data – Defining Success

12. Contact: Communications@TheNationalCouncil.org | 202.684.7457 www.TheNationalCouncil.org Meet with all relevant staff members (front desk, case management, mental health clinicians, nurses, etc) Brainstorm interventions Pick an intervention. Define a timeline for evaluating the effects of the intervention. 11 Using Dashboard Data – Plan an Intervention

13. Contact: Communications@TheNationalCouncil.org | 202.684.7457 www.TheNationalCouncil.org Provide list of patients due for reassessment to front desk staff. Front desk staff calls the patient at the start of the 60 day window to perform a reassessment. Front desk staff also reminds patients of pending appointments when they see the patient in the facility. 12 Using Dashboard Data – Plan an Intervention (cont)

14. Contact: Communications@TheNationalCouncil.org | 202.684.7457 www.TheNationalCouncil.org 13 Using Dashboard Data –Evaluate Results of Intervention Our goal is to improve by 10% each month

15. Contact: Communications@TheNationalCouncil.org | 202.684.7457 www.TheNationalCouncil.org Discuss during coaching calls Conversation with Aaron Surma (aarons@thenationalcouncil.org)aarons@thenationalcouncil.org Your evaluation department Resources 14