ESTABLISH COORDINATE COMMIT - Oregon€¦ · 30-60-90 Day Plan 12:45 PM –1:45 PM TA Leads Physical Activity Break 1:45 PM –2:15 PM All 30-60-90 Plan Sharing 2:15 PM –2:45 PM

ESTABLISH

COORDINATE

COMMIT

1

Agenda Day 1 – Data Sharing & Success Indicators

Topic Time Person

Breakfast 8:30 AM – 9:00 AM All

Welcome 9:00 AM – 9:30 AM OHA

Current Process Sharing 9:30 AM – 10:00 AM Coraggio Group

Current Process Huddle 10:00 AM – 10:45 AM TA Leads

Future Processes 10:45 PM – 11:45 AM TA Leads

Lunch – Affinity Groups Network 11:45 AM – 12:45 PM All

30-60-90 Day Plan 12:45 PM – 1:45 PM TA Leads

Physical Activity Break 1:45 PM – 2:15 PM All

30-60-90 Plan Sharing 2:15 PM – 2:45 PM All

Measuring our Success 2:45 PM – 3:45 PM TA Leads

Wrap Up 3:45 PM – 4:00 PM OHA

2

Agenda Day 2 – Mutual Agreements

Topic Time Person


Reflections from Day 1 9:00 AM – 9:15 AM OHA

Mutual Agreement Bright Spots 9:15AM – 10:00 AM Tim McNeill

Mutual Agreements 10:00 AM – 11:45 AM TA Leads

Mutual Agreements Sharing 11:45 AM – 12:15 PM Coraggio Group

Lunch – Latest News form the State 12:15 PM – 1:00 PM All



Wrap Up, Formative Evaluation &

Celebrate3:30 PM – 4:00 PM OHA

3

Vision for SRCH

Develop innovative sustainable

hypertension, pre-diabetes and

diabetes prevention, early detection

and self-management models

through greater communication,

collaboration, and coordination.

4

Goals for SRCH Institutes

Serve as a learning & doing cooperative for local consortium members

Co-design local initiatives to improve cross-sector partnerships

Develop tools and techniques that enhance and sustain community health partnerships

5

Goals of the Institutes

ESTABLISH A SHARED VISION FOR THE RELATIONSHIP

• Align on the vision for our work together

• Identify the needed cultural shift to bring the vision to life

• Agree on the new way of working

• Create a multi-phased plan & implementation plan to support the vision and cultural shift

COORDINATE A PLAN FOR THE RELATIONSHIP

• Establish new processes

• Closed loop referrals

• Payments / Reimbursements

• Understand promising practices and how to operationalize your approach

• Develop a robust process improvement approach

• Post SRCH - clarify roles and competencies

• Closed loop referrals

• Payments / Reimbursements

COMMIT TO THE RELATIONSHIP

• Establish new processes -Data Sharing

• Coordinate Key Performance Indicators / performance management approach

• Create mutual agreements

• Post SRCH - Identify point person(s) to participate in the Self-Management Network Steering Committee, CCO / Finance workgroup and grantees and contractors meeting (September 29 & 30 2015) for each SRCH consortium

• Post SRCH - clarify roles and competencies for Data Sharing – as needed

• Post SRCH – finalize mutual agreement

6

Anticipated Outcomes of the Institutes

Improve collaboration,

communication & coordination across

organizations

Increase / improve quality measures

Increase / improve EHR / HIT use

Increase / improve team-based care

Increase / improve SM closed-loop

referral / payment

Establish joint agreements

7

Objectives and Outcomes for SRCH III

SRCH III OBJECTIVES

• Establish new processes - Data Sharing

• Create mutual agreements

• Coordinate Key Performance Indicators / performance management approach

• Post SRCH - Identify point person(s) to participate in the Self-Management Network Steering Committee and CCO / Finance workgroup for each SRCH consortium

• Post SRCH - clarify roles and competencies for Data Sharing – as needed

• Post SRCH – finalize mutual agreement

SRCH III OUTCOMES

• Improve collaboration, communication & coordination across organizations

• Increase / improve Key Performance Indicators / performance management approach

• Establish mutual agreements

COMMIT TO THE RELATIONSHIP

8

Institute Schedule - COMMIT

Pre SRCH

IIISRCH III Post-SRCH III

Current state of:

• Data sharing

• Align our

understanding:

commitment

Best practices sharing on:

• Data sharing

• Mutual agreements

QUESTION :

What do you want to

share with others

embarking upon a similar

journey?

QUESTION: How do /

will you hold one another

accountable for moving

your efforts forward?

Work sessions to build:

Future state – data

sharing

Mutual agreements –

tools / templates provided

CO

NT

EN

TCOMMIT

AP

PLY

Clarify:

• Formative evaluation

Develop:

30-60-90 action plans

Clarify:

• Data sharing

• Mutual agreements

• KPIs

• Post SRCH III survey

AC

TIO

N

9

For those NEW to SRCH

YOUR NAME

YOUR ORGANIZATION

YOUR ROLE

10

Institute Norms

Any question is a good question

Be present / limit using technology

in the roomLimit “side bars”

Introduce yourself when

speaking to the big group

Don’t assume Fun / HumorEmbrace

disagreement

Share with ALL consortium

partners

Share with others

Connect with others back at

office / community

Acknowledge we speak different

languages / acronyms

Speak up please

Avoid ‘Reply All’Focus on equity

& trauma-informed care

11

SRCH 2.0

SRCH 2.0 FUNDING AND

MILESTONES

12

CURRENT STATE SHARING

DATA SHARING

13

SRCH III Prework – Current State Processes

Prework Steps:

1. Detail the current process for Data Sharing

2. Capture the specific data elements that need to be

shared

3. Identify what is working well with the current process

4. Generate ideas for areas of process improvements

5. Discuss the process within consortium members

6. Submit process templates to your TA lead by 8/17

7. Be prepared to share with the other groups during

SRCH III

14

Definitions for each field of the process template

The provider of inputs to your process – can be an

organizationSupplier

Materials or resources needed to execute the processInputs

The recipient of the process output (internal / external)Customer

A structured set of activities that transforms a set of inputs

into specified outputs, providing value to the customerProcess Step

The role that performs the process stepStep Owner

The IT system that is used to perform the process stepIT System

The product or service that results from the process stepOutput

The process measure and / or target of the process stepMetric

15

Data Sharing Template (add pages as needed)

Suppliers /

Organization

Inputs / Materials

& Resources

Customers

16


Process Step Step Owner IT System Metric Output

(Product /

Service)

17


Data Element

Needed to

Share

How will the

data be used?

Who

generates

the data?

Where is

the data

kept?

18


Problems What’s Working

Well

Improvement

Opportunities

19

CONSORTIUM HUDDLES

GETTING ON THE SAME PAGE

20

Data Sharing Opportunities

Within your consortium ask / answer the

following questions

What have you tried?

What looks promising?

What are the barriers?

How are the programs currently funded?

What are the big questions you collectively need

to address?

21

FUTURE STATE PROCESS

DATA SHARING

22

Future State Process Development

1. Identify if the customers in the future are the same or different

from the current state

2. Identify if the output the customer should receive will be the

same or different in the future

3. Discuss the high level process steps and identify the

differences between the current steps and the future steps

4. Identify if the inputs in the future are the same or different from

the current state

5. Identify if the suppliers in the future are the same or different

from the current state

6. Capture your insights and learnings on your sharing document

Follow these steps:

23


Suppliers /

Organization

Inputs / Materials

& Resources

Customers

24


Process Step Step Owner IT System Metric Output

(Product /

Service)

25


Data Element

Needed to

Share

How will the

data be used?

Who

generates

the data?

Where is

the data

kept?

26

LUNCH DAY 1

AFFINITY GROUPS NETWORKING LUNCH

27

30-60-90 DAY PLANNING

DATA SHARING

28

30-60-90 Day Plan Approach

1. Think about the activities needed to move from your current

state to your desired future state

2. List the activities you plan to accomplish within the next 90

days

3. Identify the timing of the activity – when you plan to have the

activity complete

4. Identify the owner of the activity

5. Capture your next steps on your sharing document

Follow these steps:

29

30-60-90 Day Plan Template

Activity Timing Owner

30

FUTURE STATE SHARING

DATA SHARING

31

Future State Sharing

We Learned The Impact

• Describe what your learned about

your desired future state

• Describe what you believe will be

the impact of these changes on the

consortium and the community

We will Our Challenge

• Describe your key action steps for

moving towards your desired

future stat

• Describe any key risks or

challenges you anticipate in

moving to your desired future state

32

MEASURING OUR SUCCESS

KEY PERFORMANCE INDICATORS

33

Measurements: How it all fits together

Outcome Measures

Process Measures

Key Performance

Indicators (KPIs)

• Capture changes in health status, functional status, or enrollee satisfaction

• All TA call May

• Captures how well you implement the activity/service

• All TA call May

• Measures the success of your consortium partnership

• TODAY

34

Background on Key Performance Indicators (KPIs)

We all know measurements are important. They help

report progress and guide our decision making.

Used properly, measurements can provide key

insights into our work that make the difference

between success and failure.

Key Performance Indicators (KPIs) are the

measurement of movement towards your consortium

goals.

The two key concepts are "movement" and

“consortium goals".

35

“Good” Key Performance Indicators (KPIs)

With that definition in mind, here's how we define a

"good KPI”.

A good KPI is:

• Comparative

• Understandable

• A ratio or rate

• Behavior changing

36

Measurements: EXAMPLE

Outcome Measures

Process Measures

Key Performance

Indicators (KPIs)

• NQF 59: The percentage of members 18-75 years of age with diabetes (type 1 and type 2) whose most recent HbA1c level during the measurement year was greater than 9.0% (poor control)

• Increase the number of Self-Management Program referrals by 20% for target population

• Consortium implementation of closed loop referral process expanded to 20% of target population

37

Measurements: EXAMPLE

Outcome Measures

Process Measures

Key Performance

Indicators (KPIs)

• The percentage of participants in the National Diabetes Prevention Program achieving 5-7% weight loss (as reported by the CDC Diabetes Prevention Recognition Program)

• Increase the number of Diabetes Prevention Program referrals by 20% for target population

• Consortium implementation for National Diabetes Prevention Program expanded to 10% of target population

38

Create your Key Performance Indicators (KPIs)

1. Identify if the key measurement that would indicate success of

your consortium partnership and relationship

2. Discuss why the measurement is important

3. Discuss the approach to tracking the measurement

4. Identify if the frequency needed to track the measurement to

allow for an actionable change to your strategy

5. Capture your KPIs on the template

Follow these steps:

39

Key Performance Indicators Template

Key Performance

IndicatorApproach to Measure Frequency of Review

40

DAY 1 – WRAP UP

41

3-2-1 REFLECTION

Reflections on what we learned today

Specific things I learned from the day

Specific new strategies / tools we can use

New thing I will try in the next month

3

2

1

42

Day 1 Wrap Up

Tonight's Questions

Have we connected all the pieces to design an effective

and data sharing process? If not, what pieces have not

yet be connected to ensure an effective and efficient

process?

Are we clear on what we need to do together to drive to

our desired future?

43


Topic Time Person











44

DAY 2

45

3-2-1 REFLECTION

Reflections on what we learned yesterday

Specific things I learned from the day

Specific new strategies / tools we can use

New thing I will try in the next month

3

2

1

46


Topic Time Person











47

Commitment Statement Template

Add statement here

48

MUTUAL AGREEMENTS

BRIGHT SPOTS – TIM MCNEILL

49

MUTUAL AGREEMENTS

50

Mutual Agreement Template

Mutual Agreement

The Mutual Agreement template reflects the core elements of the SRCH Community-Clinical linkages and outlines expectations from self-management providers, CCOs, and local public health.

The Expectations section of the tables provide flexibility to choose what services can be provided depending on your role and working arrangement with Self-Management Providers, CCOs, local public health and others.

The Additional Agreements section provides an area to add, delete or modify expectations.

Upon signing this agreement, each entity should agree to an open dialogue to discuss and correct real or perceived breaches of this agreement, as well as, the format and venue of this discussion.

Ideally, this agreement should be reviewed every two years.

Instructions

1. Capture your overall mutual agreement associated with the process area. This is the overarching statement that captures what the consortium is agreeing to achieve related to the specific process area

2. Each consortium members lists their expectations for each area and adds any other (as needed)

3. Capture any additional agreements that require clarification for the process

4. Sign and date the agreement

5. Complete a mutual agreement for each area:

a. Closed Loop Referrals

b. Data Sharing

c. Payments and Reimbursements

Sustainable Relationships for Community Health (SRCH)

Mutual Agreement

51

Mutual Agreement Development

1. Capture your overall mutual agreement associated with the process

area. This is the overarching statement that captures what the

consortium is agreeing to achieve related to the specific process area

2. Each consortium members lists their expectations for each area and

adds any other (as needed)

3. Capture any additional agreements that require clarification for the

process

4. Sign and date the agreement

5. Complete a mutual agreement for each area:

• Closed Loop Referrals

• Data Sharing

• Payments and Reimbursements

Follow these steps:

52

CONSORTIUM SHARING

MUTUAL AGREEMENTS

53

Mutual Agreements Sharing

Within your consortium ask / answer the

following questions

Where are you finding alignment within your

consortium?

Where are you finding the greatest challenge in

establishing the mutual agreements?

54

LUNCH DAY 2

LATEST FROM THE STATE

55

30-60-90 DAY PLANNING

MUTUAL AGREEMENTS

56

30-60-90 Day Plan Approach

1. Think about the activities needed to finalize your Mutual

Agreement or establish your Key Performance Indicators

2. List the activities you plan to accomplish within the next 90

days

3. Identify the timing of the activity – when you plan to have the

activity complete

4. Identify the owner of the activity

5. Capture your next steps on your sharing document

Follow these steps:

57

30-60-90 Day Plan Template

Activity Timing Owner

58

FUTURE STATE SHARING

MUTUAL AGREEMENTS

59

Future State Sharing

We Learned The Impact

• Describe what your learned about

your desired future state

• Describe what you believe will be

the impact of these changes on the

consortium and the community

We will Our Challenge

• Describe your key action steps for

moving towards your desired

future stat

• Describe any key risks or

challenges you anticipate in

moving to your desired future state

60

WRAP UP – DAY 2

61

Session Wrap Up

Assignments from SRCH III

Identify point person(s) to participate in the Self-

Management Network Steering Committee, CCO /

Finance workgroup, Grantees & Contractors meeting

(09/29/15 – 09/30/15) for each SRCH consortium

Clarify roles and competencies for Data Sharing – as

needed

Finalize mutual agreement

Complete post SRCH III survey

62

Formative Evaluation

Please choose the level (red, yellow, orange, green, blue, purple, pink, brown,

grey or black) that best represents your assessment of your Team’s progress

developing innovative sustainable hypertension, pre-diabetes and diabetes

prevention, early detection and self-management models through greater

communication, collaboration, and coordination. Please add comments to

support your selection.

After each SRCH Institute, please complete this self-evaluation as a team,

and include at least one representative from each member of your Team.

Results from this formative evaluation tool will help further develop the SRCH

technical assistance offered to the Consortia. Further, the formative evaluation is

a tool to guide you in your planning and implementation of sustainable

hypertension, pre-diabetes and diabetes prevention, early detection and self-

management work.

Thank you.

For letting us help you take your next leap forward.

Documents

ESTABLISH COORDINATE COMMIT - Oregon€¦ · 30-60-90 Day Plan 12:45 PM –1:45 PM TA Leads Physical Activity Break 1:45 PM –2:15 PM All 30-60-90 Plan Sharing 2:15 PM –2:45 PM