1. Consumer Engagement Leadership Consortium 3-4:30pm ET March 28, 2013

2. CELC Committee Members Alicia Staley Dudley Cornell Poppy Arford Robert Albee Kerry Loeffler

3. Call Agenda 3:00 - 3:05 PMWelcome, Introductions, Roll Call Introduction of CELC Committee Deborah Roseman 3:05-3:10 PMModels of Consumer Engagement  Introduction of topic Poppy Arford 3:10-3:25 PMPam Dardess of American Institutes of Research  “Patient and Family Engagement: A Framework for Understanding The Elements and Developing Interventions and Policies” Pam Dardess 3:25-3:40 PMQuestions for Pam DardessPam Dardess, Poppy Arford 3:40-3:45 PMBrief discussion of CE Model ComparisonPoppy Arford 3:45 – 3:55 PMOverview: 2013 CELC Plan Dudley Cornell 3:55 – 4:10 PMMay National Meeting consumer pre-meeting planning Group feedback on draft agenda Robert Albee 4:10-4:25 PMIntroduce “meeting engagement” template purpose & use for reporting back Group feedback on draft template Alicia Staley 4:25-4:30 PMNext StepsDeborah Roseman

4. Models of CE Aligning Forces Humboldt Massachusetts Health Quality Partners National eHealth Collaborative “Patient and Family Engagement: A Framework for Understanding The Elements and Developing Interventions and Policies”

5. Pam Dardess Senior Research Analyst at the American Institutes for Research Co-author of “Patient and Family Engagement: A Framework for Understanding The Elements and Developing Interventions and Policies”, featured in February 2013 issue of Health Affairs

6. A Multidimensional Framework For Patient and Family Engagement In Health And Health Care March 2013 Copyright © 2013 American Institutes for Research. All rights reserved. Consumer Engagement Learning Collaborative Aligning Forces for Quality March 2013 Pam Dardess, MPH Health Program and Center for Patient and Consumer Engagement

7.  Clarify definition  Distinguish concept from related but not synonymous concepts  Define the range of patient and family engagement  Ground current diverse efforts in appropriate theory and evidence Why this framework? 7

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9.  Policy-making Align policies, programs, and funding to engender engagement  Practice Identify opportunities, impediments, and success strategies  Research Develop and evaluate interventions Identify areas most likely to impact practice Partner to create measures to assess improvement  Advocacy Ensuring all of the above Using this framework 9

10. Discussion: How can Alliances use this framework? 10

11.  Western New York: Focus groups with patients on what they’d want to get out of a patient portal to track and access personal health information  Western New York: Focus groups to develop an interactive presentation to encourage consumers to engage in their health care  South Central Pennsylvania and Memphis conducted cognitive interviews with consumers about how to display cost and resource use information Ways Alliances are working at the Direct Care level of engagement 11

12.  Direct care Chronic disease self-management program Public reporting of quality & cost information Shared-decision making  Organizational design and governance Discharge planning to decrease the number of adverse events that lead to emergency department visits or hospital readmissions Quality improvement (QI) teams Engaging patients in informed consent policies and protocols Cultivating a patient-centered culture in hospitals How can Alliances be involved in each level of engagement? 12

13.  Policymaking Development of patient-centered quality measures Obtaining input through public deliberation Obtaining input from consumers around Health Insurance Exchange processes, such as enrollment and clinical care through exchange providers Involving patients in the development of evidence-based protocols to achieve patient buy-in on the implementation How can Alliances be involved in each level of engagement? 13

14. The Center for Patient and Consumer Engagement was created by the American Institutes for Research, one of the world’s largest behavioral and social science research organizations. Our two primary goals are to: Provide resources and share knowledge to further the science and application of patient and consumer engagement Create a virtual community where knowledge of effective approaches to patient and consumer engagement can be shared, discussed, and further advanced by a broad group of stakeholders— researchers, patient and families, consumers, patient advocates, clinicians and other health care professionals, healthcare leaders and administrators, policymakers, and payers. About the Center for Public and Consumer Engagement 14

15. Engage with us! 15

16. Pam Dardess 919-918-2311 pdardess@air.org Kristin Carman 202-403-5090 kcarman@air.org 16

17. Questions/Comments?

18. CELC Committee Members Alicia Staley Dudley Cornell Poppy Arford Robert Albee Kerry Loeffler

19. May Consumer Pre-Meeting Agenda 10:30-11am Meet & Greet: Join us for an informal coffee with consumer representatives, consumer engagement staff from the alliances, and staff from the Robert Wood Johnson Foundation and the AF4Q national program office (NPO) 11:00 am-11:15 am Welcome from RWJF, NPO & CELC leadership 11:15 am-12:00 pm Partnering with Peers Icebreaker: Make connection with all other attendees 12-12:30pm Partnering at this meeting: Review full national meeting agenda & meeting engagemet form

20. May Consumer Pre-Meeting Agenda 12:30pm-1:30pm Lunch: Partnering with your Alliance Discussion topic: Sustaining Individual Involvement 1:30pm-2:45pm Round robin table discussions: Partnering across AF4Q What’s the value to consumers? - Who else might benefit, and how? - Partnerships in place - Potential partnerships - What makes your alliance succeed? 2:45-3 pm Wrap Up & Close

21. OVERVIEW/DISCUSSION: Meeting Engagement Concept and Process

22. ALIGNING FORCES FOR QUALITY NEXT MEETING: JUNE 6, 3-4PM ET QUESTIONS: CELC@FORCES4QUALITY.ORG WWW.FORCES4QUALITY.ORG