32
Inspired by people‚ designed for impact. Moving beyond lucky – design thinking and systems thinking

Pascal Soboll: Moving beyond lucky design and systems thinking

Embed Size (px)

Citation preview

Page 1: Pascal Soboll: Moving beyond lucky design and systems thinking

Inspired by people‚ designed for impact.

Moving beyond lucky – design thinking and systems thinking

Page 2: Pascal Soboll: Moving beyond lucky design and systems thinking

2

portrait of grandma soboll

Page 3: Pascal Soboll: Moving beyond lucky design and systems thinking

3

We’re taming the increasing complexity of today’s world with the timeless simplicity of good

design.

Page 4: Pascal Soboll: Moving beyond lucky design and systems thinking

4

Design Thinking

Design-driven Innovation

Experience Design

Digital Design

Industrial Design

Service Design

What is it that you actually do?

Page 5: Pascal Soboll: Moving beyond lucky design and systems thinking

5

Design Thinking

Design-driven Innovation

Experience Design

Digital Design

Industrial Design

Service Design

Systems Thinking

What is it that you actually do?

Page 6: Pascal Soboll: Moving beyond lucky design and systems thinking

6

Design Thinking

Design-driven Innovation

Experience Design

Digital Design

Industrial Design

Service Design

Systems Thinking

What is it that you actually do?

Page 7: Pascal Soboll: Moving beyond lucky design and systems thinking

7

2 Projects

Page 8: Pascal Soboll: Moving beyond lucky design and systems thinking

8

Brief: “How might we fight child obesity by getting kids to move more?”

Page 9: Pascal Soboll: Moving beyond lucky design and systems thinking

9

UNICEF Kid Power Giving kids the power to save lives

Page 10: Pascal Soboll: Moving beyond lucky design and systems thinking

Daylight Confidential

UNICEF Kid Power Giving kids the power to save lives

Page 11: Pascal Soboll: Moving beyond lucky design and systems thinking

11

Challenges are becoming ever more complex and intractable

Page 12: Pascal Soboll: Moving beyond lucky design and systems thinking

12

Brief: “How might we make Obamacare viable?”

Page 13: Pascal Soboll: Moving beyond lucky design and systems thinking

13

The Problem

Page 14: Pascal Soboll: Moving beyond lucky design and systems thinking

14

Users are a crucial piece of the puzzle – one of many.

Member visits the ED for an emergent/non emergent need.

ED/HOSPITAL REFERRAL

Ongoing- All year around Up to 3 months 12-24 months

ED/Hospital flags the member as an appropriate candidate for Centric.

Coordinates with ED/Hospital and collects data on the member.

History of referrals to Centric; notes and history relevant to assessment of membership.

Member’s medical utilization increases or shows patterns of high utilization.

UTILIZATION PATTERNS

Change of patterns identifies member as candidate for Centric.

Tracks member’s medical utilization; develops and assesses criteria for most strategic high utilizer to invite to Centric.

Member shows signs of being at risk and is impactable.

PROVIDER REFERRAL

Medical, behavioral, or social provider identifies potential high utilizer.

Creates and maintains a system IRU�SURYLGHUV�WR�µDJ�SURVSHFWLYH�Centric members.

Number of ED visits, inmember stays and claims dollars compared to averages.

CONNECT COLLABORATEIDENTIFY GRADUATE

Member travels, or is driven, to Centric and meets with providers on the care team. Member expresses personal needs/wants and works with the care WHDP�WR�GH´QH�FROOHFWLYH�JRDOV�IRU�WKH�Centric experience.

CENTRIC WELCOME

The Advocate accompanies the member on the drive to Centric (or they meet at the entrance) and takes member to their first meeting with the PCP/behaviorist or any other Centric provider based on the need. In mutual agreement, they create an integrated care plan, schedule of home and Centric visits, and ways to measure progress both for member and provider (including app and monitoring tools).

Admin assigns/assembles individual providers of care team to member and schedules in-person meeting of care team.

Centric resources & Centric Dashboard

Informed by member’s history, Centric team records assessment and identifies specific metrics for measuring progress.

History of referrals to Centric; notes and information relevant to assessment of membership.

Member interacts with various social services like food bank and housing shelters.

SOCIAL SERVICES REFERRAL

Social service flag members based on their frequency of utilization and Centric qualifying criteria.

Collaborates with social services to target members at crucial points of contact.

History of members’ social services utilization and perceived needs.

Member calls 911 for non urgent needs frequently.

EMS EARLY WARNING SYSTEM

EMS assesses cases that are non emergent, de-escalates issues and notifies Centric of potential members.

Collaborates with EMS to gather information about the member and asssess impactability.

History of members’ EMS utilization and perceived needs.

Member visits Centric outside of appointments for enriching, empowering, and community-building events.

CENTRIC RESOURCES & EVENTS

Providers create and participate in events in their areas of expertise and passion.

Determines and organizes educational events, gatherings, and resources.

With support from the Advocate, member makes an appointment in advance and arrives, potentially with the help of Centric transport, to the appointment.

IN-CLINIC APPOINTMENT

Centric providers provide health check ups and attend to health needs.

%DFN�RI´FH�LQWHJUDWHV�DOO�VFKHGXOLQJ�DW�Centric.

Member utilizes Centric app to check in with Advocate and monitor progress on health goals. Member receives rewards to achieving health goals.

MONITORING AND CARE MANAGEMENT

Care team, and especially Advocate, checks in with member and monitors health. Provides support, motivation, celebrates milestones and encourages independence along the way.

Keeps the appointment calendar XSGDWHG�DQG�QRWL´HV�WKH�$GYRFDWH�

Centric Dashboard & App

Measurement of progress on specific health conditions and goals (e.g. remote monitoring of blood sugar through a member’s use of glucometer).

Members are able to make same-day appointments.

SAME DAY APPOINTMENT

Open-access scheduling preserves a window of providers’ time for same-day appointments.

Regulates open-access scheduling in response to member’s needs.

Member needs specialty care that spans the medical, behavioral and social realms.

SPECIALTY INPATIENT & OUTPATIENTCARE

The care team revises care plan and reaches out to specialty partners. Advocate helps schedule appointments and supports the member through the care process outside of Centric.

EMR is shared between Centric, specialist, and hospital.

Member experiences sudden or ongoing need for social services such as housing, food, utilities etc.

CONNECT TO SOCIAL SERVICES

Advocate assesses needs for social services. Harnesses Centric’s financial planner/home & community planner, housing services and others to address and follow up on social needs.

:RUNV�ZLWK�$GYRFDWH�IRU�´OLQJ�SDSHU�work for state services.

Centric DashboardCentric Dashboard

CENTRIC SERVICE EXPERIENCE MAPCentric keeps the member at the center of care, supporting the whole patient for long-term health.

- Creates an interdisciplinary team around each patient to address social, behavioral, and medical issues; support the whole patient and promote long-term health.

- Assigns each member a Personal Advocate to integrate care services provided by the interdisciplinary team, help members keep appointments, support healthy behavior, and address issues before they become critical.

- Meets members where they are, using a combination of home visits, advanced technology, and a central headquarters for basic care.

- Provides residence-based support that offers a lifeboat out of the hospital and into a more sustainable way of living.

This document describes some of the discrete moments that make up the Centric experience. While some of these are sequential and are denoted by arrows, not all members will experience each moment. Look below for details on how to read each box.

Member travels, or is driven, to the Centric, and meets with providers on the care team. Member works with the FDUH�WHDP�WR�GH´QH�WKHLU�JRDOV�IRU�WKH�Centric experience.

CENTRIC WELCOME

The Advocate drives the member to Centric, or they meet at the entrance, and takes the member to his/her 45 minute appointment. In the appointment they are joined by the PCP, RN, behavioral health ARNP, and any other Centric staff requested in the initial assessment. They agree on a integrated care plan, schedule of home and clinic visits, and assessment strategy.

Admin assigns/assembles individual providers of care team to member. Schedules in-person meeting of care team.

Care team roster & Centric OS

Informed by member’s history, Centric team records assessment and makes available to the care team.

TOOL

TESTABLE MOMENT

MEMBER ACTION

PROVIDER ACTION

BACK OFFICE ACTION

DATA CAPTURED AND METRICS OF SUCCESS

MEMBER ABILITY TO TAKE DECISION

COLORS DENOTE WHICH PART OF THE

CENTRIC IS ACTIVE

IDENTIFY AS CENTRIC CANDIDATE

Staff medical director and care team have a weekly meeting to evaluate whether identified Centric candidates are to be invited to become members.

Centric CriteriaCentric Criteria

Preliminary assessment of candidate as vulnerable and impactable.

Assess against criteria for most strategic members to invite to Centric.

Member is available and present for the appointment.

AT HOME APPOINTMENTS

Advocate, NP, PCP and other care team members meet member at home, equipped with portable medical equipment. Appointments of less complexity are facilitated by the Advocate through telehealth.

Manage the back end systems for making in-home and virtual tele-health appointments possible.

Centric Dashboard & Telehealth

Member may be present and expresses personal needs and wants.

CARE CONFERENCE

Care team providers meet bi-weekly to discuss progress from a medical, behavioral, and social lens.

Aggregate and provide data on health progress.

Centric Integrated EMR

Because of the tendency for high utilizers to relapse, we expect most Centric members will always be Centric members. But as the number of touches drops over time members may "graduate" by being invited to give back to the Centric community, thus becoming members and participants.

GRADUATION

Advocate continues regular - but less frequent - check-ins and makes sure the member feels connected to Centric.

Continues to manage strategic communication of member's health and social determinants progress while also creating opportunities for member involvement in Centric, such as assisting new members, offering peer counseling, etc.

Detailed and at-a-glance take on member’s progress at Centric.

Member calls the 24x7 Centric number anytime between 8pm and 7am.

24/7 CENTRIC

Centric provides 24/7 nurse phone/video-line to triage various needs. The nurse attempts to de-escalate issue, connects to care team and schedules appointments for the next morning if necessary. Community EMT’s fill in for the Advocates during after hours.

Centric App

Capture and prepare pareto analysis of needs and answers. Channels Centric members’ calls from EMT and ED during afterhours.

CENTRIC

MED

ICAL BEHAV

IOR

AL

SOCIAL

Member gets to know the Advocate and Centric better.

Advocate reaches out to the member and tries to build a trusting relationship by understanding their unique situation and needs and offering some help.

TRUST BUILDING

INVITATION TO ENGAGE

Member receives an invitation to join Centric. Member accepts or refuses.

Advocate descibes the value of Centric for the member and invites them to be a part of Centric. Advocate also requests signature for release from the member.

Upon acceptance of the invitation, member account is created in Centric EMR and health history is aggregated.

Member agrees to a visit from the Advocate and Registered Nurse.

HOME CONNECTION

Advocate and Registered Nurse visit member’s home. They listen, understand and assess members social, behavioral, and medical needs; they then schedule an appointment with specific providers at Centric. Advocate also schedules transportation and introduces the Centric app for easy connectivity.

Routes medical history to Centric and makes available to Advocate and Registered Nurse. After home visit, Advocate’s and Registered Nurse’s assessments are added to member page.

Informed by member’s history, Advocate interactions, Centric team records assessment and makes available to the rest of the care team .

Centric tools

Page 15: Pascal Soboll: Moving beyond lucky design and systems thinking

15

But we need to know more to move beyond lucky

Page 16: Pascal Soboll: Moving beyond lucky design and systems thinking

16

Three key benefits of systems thinking

Page 17: Pascal Soboll: Moving beyond lucky design and systems thinking

17

1. Gain holistic view, understand patterns (system)

Page 18: Pascal Soboll: Moving beyond lucky design and systems thinking

18

INSUFFICIENT

HOUSING FOR LOW

INCOME

LACK OF SOCIAL

CAPITAL/STANDING

AMONG POOR

BAD HABITS

COMPOUNDING

FINANCIAL PROBLEMS

NOT ENOUGH JOB

OPPORTUNITIES

LOW COST FOOD

LEADS TO POOR

NUTRITION

RELUCTANCE ( ESP.OF

IMMIGRANTS) TO

ENGAGE WITH

GOVERNMENT

AGENCIES

NOT ENOUGH TRADE

EDUCATION

OPPORTUNITIES THAT

ALIGN WITH LOCAL

ECONOMY

POVERTY PREVENTS

LONG-TERM FOCUS IN

PRIORITIES

HIGH RATES OF

BEHAVIORAL ISSUES,

INCL. DRUG ABUSE

HOMELESSNESS

CREATES SOCIAL

STIGMA

MISTRUST OF

GOVERNMENT

REPRESENTATIVES

DON’T FEEL LIKE

VALUED PART OF

SOCIETY

CHRONIC DISEASES

SPREAD AND GO

UNTREATED FOR TOO

LONG

LACK OF ADDRESS

PREVENTS USERS

FROM ENGAGING WITH

VITAL SERVICES

BAD CREDIT HISTORY

PREVENTS USERS FROM RENTING A

HOME

UNSTABLE FAMILY

DYNAMICS LEAD TO

PSYCHOLOGICAL

PROBLEMS

1. Gain holistic view, understand patterns (interconnectedness)

Page 19: Pascal Soboll: Moving beyond lucky design and systems thinking

19

No housing

No address

Debt

Frequent acute health issues,

visits to the emergency room

Underemployed

No relationship with

primary care physician

No steady job due to

unstable health Don’t get reminders about

preventative health measures

Causality Loops e.g. around determinants of healthCausality Loops

Missed medical appointments

No credit

Page 20: Pascal Soboll: Moving beyond lucky design and systems thinking

20

No housing

No address

Debt

Frequent acute health issues,

visits to the emergency room

Underemployed

No relationship with

primary care physician

No steady job due to

unstable health Don’t get reminders about

preventative health measures

Causality Loops

Missed medical appointments

No credit

Page 21: Pascal Soboll: Moving beyond lucky design and systems thinking

21

No housing

No address

Debt

Frequent acute health issues,

visits to the emergency room

Underemployed

No relationship with

primary care physician

No steady job due to

unstable health Don’t get reminders about

preventative health measures

Causality Loops

Missed medical appointments

No credit

2. Find points of leverage

Page 22: Pascal Soboll: Moving beyond lucky design and systems thinking

22

No housing

No address

Debt

Frequent acute health issues,

visits to the emergency room

Underemployed

No relationship with

primary care physician

No steady job due to

unstable health Don’t get reminders about

preventative health measures

Missed medical appointments

Causality Loops

3. Track impact step-by-step

No credit

2. Find points of leverage

Page 23: Pascal Soboll: Moving beyond lucky design and systems thinking

23

1. Understand patterns 2. Find points of leverage 3. Track impact step-by-step

Page 24: Pascal Soboll: Moving beyond lucky design and systems thinking

24

Is systems thinking the new design thinking?

24

Page 25: Pascal Soboll: Moving beyond lucky design and systems thinking

25

Dealing with complex challenges

Trusting in process

Iterative

COMMONALITIES

Systems Thinking and Design Thinking

Page 26: Pascal Soboll: Moving beyond lucky design and systems thinking

26

geared towards action

optimistic, generative

user perspective

bottom up

tangible, nuanced, granular

analytical

neutral, modelling

expert perspective

top down

abstract, theoretical

Design Thinking Systems Thinking

Systems Thinking and Design Thinking

DIFFERENCES

Page 27: Pascal Soboll: Moving beyond lucky design and systems thinking

27

Combining both

Define opportunity

Create Solutions

Track Impact

Iterate

Design

Thinking

Systems

Thinking

Page 28: Pascal Soboll: Moving beyond lucky design and systems thinking

28

Page 29: Pascal Soboll: Moving beyond lucky design and systems thinking

29

Member visits the ED for an emergent/non emergent need.

ED/HOSPITAL REFERRAL

Ongoing- All year around Up to 3 months 12-24 months

ED/Hospital flags the member as an appropriate candidate for Centric.

Coordinates with ED/Hospital and collects data on the member.

History of referrals to Centric; notes and history relevant to assessment of membership.

Member’s medical utilization increases or shows patterns of high utilization.

UTILIZATION PATTERNS

Change of patterns identifies member as candidate for Centric.

Tracks member’s medical utilization; develops and assesses criteria for most strategic high utilizer to invite to Centric.

Member shows signs of being at risk and is impactable.

PROVIDER REFERRAL

Medical, behavioral, or social provider identifies potential high utilizer.

Creates and maintains a system IRU�SURYLGHUV�WR�µDJ�SURVSHFWLYH�Centric members.

Number of ED visits, inmember stays and claims dollars compared to averages.

CONNECT COLLABORATEIDENTIFY GRADUATE

Member travels, or is driven, to Centric and meets with providers on the care team. Member expresses personal needs/wants and works with the care WHDP�WR�GH´QH�FROOHFWLYH�JRDOV�IRU�WKH�Centric experience.

CENTRIC WELCOME

The Advocate accompanies the member on the drive to Centric (or they meet at the entrance) and takes member to their first meeting with the PCP/behaviorist or any other Centric provider based on the need. In mutual agreement, they create an integrated care plan, schedule of home and Centric visits, and ways to measure progress both for member and provider (including app and monitoring tools).

Admin assigns/assembles individual providers of care team to member and schedules in-person meeting of care team.

Centric resources & Centric Dashboard

Informed by member’s history, Centric team records assessment and identifies specific metrics for measuring progress.

History of referrals to Centric; notes and information relevant to assessment of membership.

Member interacts with various social services like food bank and housing shelters.

SOCIAL SERVICES REFERRAL

Social service flag members based on their frequency of utilization and Centric qualifying criteria.

Collaborates with social services to target members at crucial points of contact.

History of members’ social services utilization and perceived needs.

Member calls 911 for non urgent needs frequently.

EMS EARLY WARNING SYSTEM

EMS assesses cases that are non emergent, de-escalates issues and notifies Centric of potential members.

Collaborates with EMS to gather information about the member and asssess impactability.

History of members’ EMS utilization and perceived needs.

Member visits Centric outside of appointments for enriching, empowering, and community-building events.

CENTRIC RESOURCES & EVENTS

Providers create and participate in events in their areas of expertise and passion.

Determines and organizes educational events, gatherings, and resources.

With support from the Advocate, member makes an appointment in advance and arrives, potentially with the help of Centric transport, to the appointment.

IN-CLINIC APPOINTMENT

Centric providers provide health check ups and attend to health needs.

%DFN�RI´FH�LQWHJUDWHV�DOO�VFKHGXOLQJ�DW�Centric.

Member utilizes Centric app to check in with Advocate and monitor progress on health goals. Member receives rewards to achieving health goals.

MONITORING AND CARE MANAGEMENT

Care team, and especially Advocate, checks in with member and monitors health. Provides support, motivation, celebrates milestones and encourages independence along the way.

Keeps the appointment calendar XSGDWHG�DQG�QRWL´HV�WKH�$GYRFDWH�

Centric Dashboard & App

Measurement of progress on specific health conditions and goals (e.g. remote monitoring of blood sugar through a member’s use of glucometer).

Members are able to make same-day appointments.

SAME DAY APPOINTMENT

Open-access scheduling preserves a window of providers’ time for same-day appointments.

Regulates open-access scheduling in response to member’s needs.

Member needs specialty care that spans the medical, behavioral and social realms.

SPECIALTY INPATIENT & OUTPATIENTCARE

The care team revises care plan and reaches out to specialty partners. Advocate helps schedule appointments and supports the member through the care process outside of Centric.

EMR is shared between Centric, specialist, and hospital.

Member experiences sudden or ongoing need for social services such as housing, food, utilities etc.

CONNECT TO SOCIAL SERVICES

Advocate assesses needs for social services. Harnesses Centric’s financial planner/home & community planner, housing services and others to address and follow up on social needs.

:RUNV�ZLWK�$GYRFDWH�IRU�´OLQJ�SDSHU�work for state services.

Centric DashboardCentric Dashboard

CENTRIC SERVICE EXPERIENCE MAPCentric keeps the member at the center of care, supporting the whole patient for long-term health.

- Creates an interdisciplinary team around each patient to address social, behavioral, and medical issues; support the whole patient and promote long-term health.

- Assigns each member a Personal Advocate to integrate care services provided by the interdisciplinary team, help members keep appointments, support healthy behavior, and address issues before they become critical.

- Meets members where they are, using a combination of home visits, advanced technology, and a central headquarters for basic care.

- Provides residence-based support that offers a lifeboat out of the hospital and into a more sustainable way of living.

This document describes some of the discrete moments that make up the Centric experience. While some of these are sequential and are denoted by arrows, not all members will experience each moment. Look below for details on how to read each box.

Member travels, or is driven, to the Centric, and meets with providers on the care team. Member works with the FDUH�WHDP�WR�GH´QH�WKHLU�JRDOV�IRU�WKH�Centric experience.

CENTRIC WELCOME

The Advocate drives the member to Centric, or they meet at the entrance, and takes the member to his/her 45 minute appointment. In the appointment they are joined by the PCP, RN, behavioral health ARNP, and any other Centric staff requested in the initial assessment. They agree on a integrated care plan, schedule of home and clinic visits, and assessment strategy.

Admin assigns/assembles individual providers of care team to member. Schedules in-person meeting of care team.

Care team roster & Centric OS

Informed by member’s history, Centric team records assessment and makes available to the care team.

TOOL

TESTABLE MOMENT

MEMBER ACTION

PROVIDER ACTION

BACK OFFICE ACTION

DATA CAPTURED AND METRICS OF SUCCESS

MEMBER ABILITY TO TAKE DECISION

COLORS DENOTE WHICH PART OF THE

CENTRIC IS ACTIVE

IDENTIFY AS CENTRIC CANDIDATE

Staff medical director and care team have a weekly meeting to evaluate whether identified Centric candidates are to be invited to become members.

Centric CriteriaCentric Criteria

Preliminary assessment of candidate as vulnerable and impactable.

Assess against criteria for most strategic members to invite to Centric.

Member is available and present for the appointment.

AT HOME APPOINTMENTS

Advocate, NP, PCP and other care team members meet member at home, equipped with portable medical equipment. Appointments of less complexity are facilitated by the Advocate through telehealth.

Manage the back end systems for making in-home and virtual tele-health appointments possible.

Centric Dashboard & Telehealth

Member may be present and expresses personal needs and wants.

CARE CONFERENCE

Care team providers meet bi-weekly to discuss progress from a medical, behavioral, and social lens.

Aggregate and provide data on health progress.

Centric Integrated EMR

Because of the tendency for high utilizers to relapse, we expect most Centric members will always be Centric members. But as the number of touches drops over time members may "graduate" by being invited to give back to the Centric community, thus becoming members and participants.

GRADUATION

Advocate continues regular - but less frequent - check-ins and makes sure the member feels connected to Centric.

Continues to manage strategic communication of member's health and social determinants progress while also creating opportunities for member involvement in Centric, such as assisting new members, offering peer counseling, etc.

Detailed and at-a-glance take on member’s progress at Centric.

Member calls the 24x7 Centric number anytime between 8pm and 7am.

24/7 CENTRIC

Centric provides 24/7 nurse phone/video-line to triage various needs. The nurse attempts to de-escalate issue, connects to care team and schedules appointments for the next morning if necessary. Community EMT’s fill in for the Advocates during after hours.

Centric App

Capture and prepare pareto analysis of needs and answers. Channels Centric members’ calls from EMT and ED during afterhours.

CENTRIC

MED

ICAL BEHAV

IOR

AL

SOCIAL

Member gets to know the Advocate and Centric better.

Advocate reaches out to the member and tries to build a trusting relationship by understanding their unique situation and needs and offering some help.

TRUST BUILDING

INVITATION TO ENGAGE

Member receives an invitation to join Centric. Member accepts or refuses.

Advocate descibes the value of Centric for the member and invites them to be a part of Centric. Advocate also requests signature for release from the member.

Upon acceptance of the invitation, member account is created in Centric EMR and health history is aggregated.

Member agrees to a visit from the Advocate and Registered Nurse.

HOME CONNECTION

Advocate and Registered Nurse visit member’s home. They listen, understand and assess members social, behavioral, and medical needs; they then schedule an appointment with specific providers at Centric. Advocate also schedules transportation and introduces the Centric app for easy connectivity.

Routes medical history to Centric and makes available to Advocate and Registered Nurse. After home visit, Advocate’s and Registered Nurse’s assessments are added to member page.

Informed by member’s history, Advocate interactions, Centric team records assessment and makes available to the rest of the care team .

Centric tools

Page 30: Pascal Soboll: Moving beyond lucky design and systems thinking

30

Page 31: Pascal Soboll: Moving beyond lucky design and systems thinking

Pilot launching next week.

31

Page 32: Pascal Soboll: Moving beyond lucky design and systems thinking

Inspired by people‚ designed for impact.

SYSTEMSPRAC TI C E

Handbook of Systems Thinking (Social Innovation)

www.daylightdesign.com/news

[email protected]