Planned Care at Every Visit Connie Sixta, RN, PhD, MBA Patricia L. Bricker, MBA

What is “Planned Care at Every Visit”? Definition of “Every Visit” includes acute, sick, urgent, walk-in, and follow-up visits Awareness of patient chronic illness and prevention needs at every visit Completion of unmet clinical guidelines at any and all visits as appropriate Access principle: max-pack evidence-based tasks at each visit to enhance access

Why Do Planned Care at Every Visit? Complete necessary chronic illness/condition and prevention guidelines Stay ahead of the risk Promote more frequent measurement of high- risk or problem areas (BP) Catch patients who otherwise refuse to come in for follow-up care Reduce the need for additional visits and rework by max-packing care

Critical Changes That Support Planned Care at Every Visit Alert system for the population Automatic reminder of unmet clinical guidelines (some EMRs have default mechanism) Expectation to complete as many clinical guidelines as possible Assess current risk status and initiate new or additional interventions to manage outcomes Arrange follow-up visits for high-risk patients

Population Alert Systems Alert appears on the schedule or when the EMR is opened to a patient in the population Supports pre-visit planning and preparation

Automatic Reminder of Unmet Clinical Guidelines Awareness of clinical guidelines that can be completed during that visit Allows initiation of standing orders by staff

Complete as Many Guidelines as Possible Each Visit Culture change – get today’s work done today Approach balances work flow over time Requires less scurrying and extra visits to complete guidelines Additional opportunities to focus on problem areas

Assess Current Risk Status and Initiate Interventions Earlier identification of patients whose risk or disease severity has increased Earlier interventions to decrease risk Change or add medications (JUST DO IT!) Referral to other team members for appropriate interventions. Closer follow-up visits Prevent complications, ER visits, hospitalizations, sentinel events

KeyKey ProcessProcess Beginning Beginning KeyKey ProcessProcess Beginning Beginning KeyKey ProcessProcess Beginning Beginning KeyKey ProcessProcess Beginning Beginning KeyKey Beginning Beginning Planned Care at Every Visit Patient schedules appointment; Population alert activated MA reviews guidelines and reminders to identify needs MA reviews instructions, closes the loop, sets up follow-up call MA & Provider discuss needs, risk status, and plan of care (huddle) MA rooms patient, implements standing orders, discusses patient action plan, completes risk assessment form Patient arrives MA activates pre-visit standing orders when possible Patient leaves with scripts, status report, patient action plan, and follow-up plan Provider reviews patient status, prescribes meds, reinforces action plan, plans follow-up care

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