1. 8th Annual Help Me Grow National Forum St. Paul, MN, April 24-26, 2017
Exploring the Well Visit Planner as a Tool to Support Family Engagement
8th Annual Help Me Grow National Forum
St. Paul, MN, April 24-26, 2017

2. Presentation Overview
Introductions
Cycle of Engagement & Overview of the Well Visit Planner (WVP)
WVP Implementation
Reflection
Review WVP in depth
Activity – WVP walkthrough
HMG/Aetna project
Questions & wrap-up

3. Introductions! Introduce yourself to the people at your table:
Name
State/Affiliate
Position
Goals/hopes for this session
One thing you’re excited for in the next few weeks
Volunteers to share goals with the group?

4. The Well Visit Planner

5. Cycle of Engagement 2.0
This slide will be repeated later and the role of the WVP highlighted

6. Importance of engaging families as partners in their child’s care
Evidence suggests that engaging parents in active partnerships:
Reduces errors
Improves compliance
Leads to fewer no shows
Encourages better self-care
Reduces repeat procedures
Fosters better care coordination
Builds greater trust
Enhances communication
By definition, promoting well-being requires active engagement of families and children in developing healthy habits & skills!

7. Importance of engaging families as partners in their child’s care
Well child visits present an essential leverage point for:
Engaging parents in the health and well being of their child
Early identification of physical, social, emotional and behavioral issues
Provision of critical anticipatory guidance and education for parents
Promoting positive child and family health, resilience, social and emotional skills
Gaps exist for 9 out of 10 children, whose parents report not receiving at least one of a core set of recommended services for psychosocial, developmental and other screening services, anticipatory guidance, or parental education
Most patient engagement tools are focused on adults and chronic illness. To fill the gap for children, tools are needed to engage parents in identifying priorities for their child’s health and promoting open discussion of child and family relationships & issues

8. What is Parent Engagement 2.0?
Focus
Adult health care
Medical, Clinical Care Encounters and Decision Making
Early efforts to design, assess and improve systems and services.
Child health and well visit encounters to promote health & well-being
Engagement to promote overall health and well-being; includes:
Medical decision making— engage to decide
Setting health goals – engage to set goals and make plans to meet them
Self-care and behavior change— engage to motivate action & change
Problem solving- engage to navigate, notice & address problems
Advocacy to create supportive community, work and living environments – engage to advocate and get help;
Engagement to design, assess and improve systems and services-2.0
Framing
Engagement as an experience and process
Engagement as an experience, process, “treatment” or intervention and an outcome (engagement and activation as essential skills and indication of well being)
Engagement 3.0? Whole family, community and team based engagement
to promote health of individuals and populations. Collective engagement capacity.

9. What is the Well Visit Planner?
Online parent-completed tool which takes 10 minutes or less to complete before well child visit
Anchored to Bright Futures Guidelines for children ages 4 months - 6 years.
Provides subjective and objective parent, family and child assessments
Guides and identifies parents’ informational needs and priorities.
Educates and empowers parent about child health and development
Creates a personalized guide to focus well visits on family needs and priorities:
Fast track focus of conversations on needs and priorities
Enable targeted use of educational materials and resources
Ensure priorities, needs and follow up related to health goals occurs.
Available in English and Spanish
Optimized for mobile use

10. Where does the WVP fit in?
Here, emphasize the three things that have been circled

11. Additional Resources of Interest
Data Resource Center for Child and Adolescent Health (DRC)
Access state and national data on physical and mental health; health care access and quality; and family, school, and neighborhood factors
See and share data in a variety of different ways – tables, graphs, maps, “data snapshots,” reports, and via an interactive data query
Get baseline data on children in your area to help you plan and create programs
Promoting Healthy Development Survey (PHDS)
A parent-completed survey that assesses whether young children are receiving nationally recommended preventive and developmental services
Collects data on anticipatory guidance and parent education, developmental surveillance, developmental screening, follow-up for children at risk, assessment of psychosocial well-being and family safety, and family-centered care
Can be used by providers for quality improvement and to fulfill Maintenance of Certification requirements
The Online PHDS Toolkit provides a set of online tools that allows providers and practices to customize the PHDS to meet their measurement and improvement needs

12. PHDS Model for ABP MOC (Part 4) Credit

13. Implementation in Practice: Staff Concerns
Champions
Dedicated staff
Funding
Need
Level of effort required, timing
Staff Readiness to implement
Office Workflow - how new tool fits in
Assess
Ongoing education
Technical assistance
Support
Perceived, added value
Explain
Popular myths about family engagement
Target population
Cultural context
Understand

14. Resources for Implementation
WVP Implementation Toolkit
Information about the WVP
Implementation guidance, including time and resources needed
Suggestions based on past WVP implementation projects
List of materials and resources available (e.g. flyers & postcards, scripts for talking to families, FAQs for parents and providers, slide sets & videos)

15. Sample WVP Implementation “Map”

16. Sample WVP Family Participation Tracker

17. WVP Promotional Materials
The final two images (web buttons) come from the Family Voices WVP toolkit
*All materials are available in both English and Spanish

18. Myths, Challenges, Facts, and Feedback about Family Engagement
Facts & Feedback
Parents won’t want to do this
Parents don’t have time
Tool is redundant, won’t work
Language and literacy issues
Cultural barriers
No access to computer or printer
Family connection & history with providers & staff
Perceived value
Provider fear of opening dialogue with no follow-up resources available
Feasibility: 92% were comfortable with time to complete (average 9 minutes or less)
Value Added
92% would recommend the WVP to other parents.
92% said the WVP increased the value of their visit.
75% said the tool was very or extremely useful for focusing their time with their child’s health care provider on what was most important to the family.
Promoting Patient Centered Care: WVP was helpful (79%)
Supplemental Educational Materials were helpful (75%)
Tool and supplemental materials are available in English and Spanish
Tool is written at 8th grade reading level
Tool is now optimized for mobile use

19. Reflection
What is your understanding of the Cycle of Engagement and its importance for families and children?
How would these or other implementation materials work in your site?
Do the potential family and provider concerns feel like something that could be addressed with training and supporting materials? Are there other potential concerns that you’re worried about?

20. Well Visit Planner Step 1 Step 2 Step 3 Answer a Questionnaire
about your child and family.
The questionnaire has about 40
questions and takes about
10 minutes to complete.
Step 1
Pick Your Priorities
for what you want to talk or
get information about at your
child’s well-visit. Avg. 3 picked.
Based on Bright Futures Guidelines
Step 2
Get Your Visit Guide
that you and your child’s
health care provider will use
to tailor the visit to your child
and family needs. Share as like.
Step 3

21. Well Visit Planner Walkthrough – Voluntary Consent and Basic Information

22. Well Visit Planner Walkthrough – General and Specific Questions about Your Child

23. Well Visit Planner Walkthrough – Develop-mental Surveillance and CSHCN Screener

24. Well Visit Planner Walkthrough –Specific Questions about You, Your Family, & Your Home

25. Well Visit Planner Walkthrough – Family Demographics and Pick Your Priorities

26. Well Visit Planner Walkthrough – Summary Visit Guide

27. Additional WVP website materials

28. Activity!
You’ll now have a chance to go through the Well Visit Planner on your own, along with the other people at your table
This can be done on a phone, tablet, or computer
See the “Well Visit Planner” walkthrough activity sheet for information

29. Help Me Grow WVP Request for Applications
The purpose for this Request for Applications (RFA) is to solicit interest from select Help Me Grow (HMG) affiliates with an interest in promoting parent engagement in child health and supporting the efficacy of child health services in promoting children’s healthy development through the incorporation of the Well-Visit Planner (WVP)
The approach for this project will leverage HMG telephone care coordinators’ access to families and the interconnection between the HMG Centralized Access Point and local pediatric primary care providers.
Participating affiliates will receive technical assistance and support from the HMG National Center and the Child and Adolescent Health Measurement Initiative (CAHMI) to ensure successful implementation of the WVP.

30. Eligibility for this RFA
HMG affiliates that have achieved at least Installation in the Centralized Access Point as part of the HMG National Fidelity Assessment, and:
HMG affiliates maintaining an operational HMG call line specialized to serve young children and their families
Telephone care coordinators within the centralized access point have the ability to incorporate this additional resource offering to callers
HMG call line has been active for at least one year and should receive sufficient calls to reach the target of WVP administrations over the project period
HMG affiliates that have achieved at least Installation in Health Care Provider Outreach as part of the HMG National Fidelity Assessment, and;
Conduct targeted outreach to child health care providers through training, office- based education, or workshops OR have existing relationships with pediatric practices that could be leveraged for this project

31. Participation in Project
Project Objectives:
Create a Community of Practice among selected HMG affiliates to support and facilitate the incorporation of the WVP as strategy to strengthen child health practices and increase parental engagement.
Identify best practices for WVP implementation and utilization to support broader spread and scale across the HMG affiliate network.

32. Participation in Project
Project Activities
Training and Pre-Implementation Planning
WVP training provided by CAHMI: education on the tool and a review of the implementation tool kit
Completion of the WVP Implementation Map that will guide staff through the planning and pilot launch
Implementation
Training staff of the centralized access point regarding administration of the WVP
Offering the age-appropriate WVP to parents
All sites will be expected to engage parents in completing the WVP by the end of the project period
Addition of the WVP into ongoing education and outreach to child health providers
Monitoring Progress
Sites will document their experience on key implementation WVP metrics through the WVP Family Participation Tracker and through a HMG-specific portal
Sites will participate in collaborative calls and project listserv to support peer-to-peer learning and discuss successful strategies across the Community of Practice

33. Summary Checklist of Items Needed for WVP Implementation
A leadership team that feels family engagement and partnership is critical
Fostering an environment that enhances family engagement in health services
1 to 2 months to plan for and prepare implementation into your program
1 Leadership team and 3 staff education and planning meetings
Implementation map
Organizational readiness assessment
WVP Tracker
Nominal printing costs

34. Questions about the project?

35. Resources and Contact Information
Christina Bethell –
CAHMI Technical Assistance –
planner-media-toolkit/

36. Thank you!