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Warm Handoffs: Overcoming Barriers to Implementation Karen Perry Founder, Executive Director, NOPE Task Force Michael Barnes, JD Chairman, Center for U.S. Policy Director of Emergency Opioid Bridge Clinic and Medical Toxicology, Emergency Medicine, Upstate University Hospital Ross Sullivan, MD Moderator: Michael Barnes Advocacy Track

Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

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Page 1: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Warm Handoffs: Overcoming Barriers to Implementation

Karen PerryFounder, Executive Director, NOPE Task Force

Michael Barnes, JDChairman, Center for U.S. Policy

Director of Emergency Opioid Bridge Clinic and Medical Toxicology, Emergency Medicine, Upstate University Hospital

Ross Sullivan, MD

Moderator: Michael Barnes

Advocacy Track

Page 2: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Faculty Disclosure• Michael Barnes, JD, has no financial relationships to disclose relating to the

subject matter of this presentation.• Karen Perry has no financial relationships to disclose relating to the subject

matter of this presentation.• Ross Sullivan, MD, has no financial relationships to disclose relating to the

subject matter of this presentation.

Page 3: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Disclosure• The faculty have been informed of their responsibility to disclose to the

audience if they will be discussing off-label or investigational use(s) of drugs, products, and/or devices (any use not approved by the US Food and Drug Administration).

• Applicable CME staff have no relationships to disclose relating to the subject matter of this activity.

• This activity has been independently reviewed for balance.

Page 4: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Learning Objectives

List the benefits of ED warm handoff programs.

Identify stakeholders who contribute to successful ED warm handoff programs.

Describe resources available to communities interested in implementing ED warm handoff programs.

Page 5: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Preview

Introduction

Education & advocacy

The Upstate Opioid Bridge Clinic

Resources & recommendations

Discussion

Page 6: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Warm Handoff Definition

http://d-scholarship.pitt.edu/29950/1/IOPOpioidReport2016.pdf.

• A warm handoff is the process of transitioning a patient with SUD from an intercept point, such as an emergency department, to a treatment provider once the patient is stable.– Not limited to opioids– Not limited to overdoses– Provide a pathway to treatment and

recovery– Can decrease the risk of

subsequent overdose• Also: “overdose survivor discharge

plan”

Page 7: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Need for Warm Handoff Programs

http://onlinelibrary.wiley.com/doi/10.1111/j.1465-3362.2009.00057.x/fullhttps://www.samhsa.gov/data/sites/default/files/report_2117/ShortReport-2117.pdf.

• Among the individuals who died of an opioid-related overdose:– 62% had at least one prior

overdose,– 22% had at least two prior

overdoses, and – 17% had experienced three to six

prior overdoses.• 40% of patients who received

hospital care for opioid-related conditions did not receive any follow-up services within 30 days of the hospitalization.

Page 8: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists
Page 9: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Richard PerryAge 21

Page 10: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Hospital Release Orders

Page 11: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists
Page 12: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists
Page 13: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Mandatory Policy To Prevent Unintentional Drug Overdoses

Florida Chapter No. 2017-54.

May include…• Screening, Brief Intervention, and Referral to Treatment protocols; • Behavioral health professionals or peer specialists to encourage treatment; • Guidelines for practitioners authorized to prescribe controlled substances to

reduce the risk of opioid abuse; • Providing the patient or the patient’s next of kin with information about

treatment services; and • A process to obtain the patient’s consent to notify the patient’s next of kin

and each practitioner who prescribed a controlled substance to the patient regarding the patient’s overdose.

Page 14: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

The Upstate Opioid Bridge Clinic:Linking the ED to Community

Ross W. Sullivan MDSUNY Upstate Medical University

Medical Director – Opioid Bridge Clinic and Medical ToxicologyMedical Director – Helio Health

Syracuse, NY

Page 15: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

DATA 2000

Permits qualified physicians to apply for waivers of the special registration requirements in the Controlled Substances Act

• Educational materials with exam

• DEA waiver

• 30/100/275 patient limit

Page 16: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

DATA 2000 Waiver Exceptions

Can continue medication of an inpatient

“Three-day rule”• Not more than one day’s medication

may be administered or given to a patient at one time

• Treatment may not be carried out for more than 72 hours

• The 72-hour period cannot be renewed or extended

Hospital Admission Emergency

Page 17: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists
Page 18: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists
Page 19: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Opioid-Related Problems at UHED• Increased 50%

• Pts requesting opioid pain medications• Pts post heroin/fentanyl OD• Pts in opioid withdrawal• Pts/families seeking help• EMS transports increased ~ 50%

• Increased medical complications• Infective endocarditis • Abscess/epidural-abscess

• Upon discharge, pts received a list of provider phone numbers to call

Page 20: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Average Wait Times

Detox: 3-7 days

Inpatient: 3-14 days

Outpatient

• Walk-ins

• 7-14 days for buprenorphine

Methadone: 7-14 days

Primary care buprenorphine: 1-2 months

Page 21: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists
Page 22: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Upstate Hospital Emergency Bridge Clinic (UHEBC)

• Aims to alleviate the emergency department and hospital influx of opioid-addicted patients.

• Patients in the ED for issues related to opioid use will be seen by ED qualified personnel for assessment.

• The patients will be treated for their overdose and/or withdrawal accordingly.

• Buprenorphine prescribed when medically appropriate.

• Referral to the UHEBC within days to continue the treatment of their opioid addiction or withdrawal.

• Prescribed naloxone prescription upon discharge.

Page 23: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

StakeholdersFirst responders

Emergency department personnel•Clinical executives•Practitioners•Legal counsel

Engagement specialists / care coordinators

Peers in recovery

Not-for-profit organizations

Local treatment providers

Page 24: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

In the Clinic Patient will see physician

Urine drug screen and I-STOP identificationBe prescribed buprenorphine when medically appropriateOther medical conditions may be addressed

Patient will see a PEER Specialist

Address the social needs of the patientsAssess the patient and available treatment options Offer valuable support

Together, we provide warm handoffs and referrals to the appropriate level of care

Patient will remain under the clinic’s care until engaged in care elsewhere

Page 25: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Demographics• % of pts with PCP (on EMR): 49• % of pts with no PCP: 51• % of pts with Medicaid/Medicare: 70• % of pts with private insurance: 5• % of pts with no insurance: 25

• 40% male• 60% female• Age range: 19-64 yrs• Average age: 41.5 yrs• 33% homeless or rescue mission

Page 26: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Findings • Total number referred >500

– 240 ED (no care)

– 260 C (waiting for MAT)

• # of patients from ED with no prior Tx successfully linked to Tx: 189/240 (79% linkage rate)

• 80% appointment retention– 81% of ED pts

– 79% of C pts• # of pts from C (OTPT) referred for

buprenorphine bridge: ~ 192/260 (74%)

Page 27: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Input from Other Operational Programs

Page 28: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Overcoming Barriers

Page 29: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Privacy• HIPAA

– Health Care Provider Exception – Good-Faith Belief Exception: Notification of emergency contact without consent

because a patient is a threat to himself– Best-Interest Exception: Limited notification of emergency contact if patient is

unable to object due to lack of capacity • 42 CFR Part 2

– Applies only to federally assisted drug treatment programs (emergency department exception)

– Disclosure permitted to other medical personnel in emergency – Disclosure not permitted to non-medical personnel

• Prescription monitoring programs: helpful in notifying prescribers

Page 30: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Journal Article & Sample Warm Handoff Policy

https://dcbalaw.com/recognition/

Page 31: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

SUPPORT Act: Opioid Overdose Protocols

• Will provide grants for hospitals

• To develop protocols on discharging patients with an opioid overdose

• To provide, directly or through contract, all FDA-approved medications to treat OUD

• Authorizes appropriations of $10 million per year for FYs 2019 through 2023

Page 32: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

SUPPORT Act: Mobile Medical Services• Allows EMS professionals to administer controlled medications

– Outside of a fixed medical facility

– Outside the presence of the authorizing medical professional

– Pursuant to a standing order for a specific patient

– As authorized by state law

• EMS professionals include state-licensed or certified: – Nurses

– Paramedics

– Emergency medical technicians

Page 33: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

https://www.samhsa.gov/sites/default/files/grants/pdf/fr_cara_3.6.19_0.pdf

Page 34: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists
Page 35: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Programmatic Recommendations

• Seek federal funding while it is available • Educate stakeholders to overcome resistance• Formulate a local warm handoff program

• Law enforcement and other first responders• Emergency departments• Nonprofits• Treatment providers

• Follow rapidly evolving standard of care • Track and report outcomes• Plan for long-term funding

Page 36: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Advocacy Recommendations• Be informed of local issues • Build relationships (e.g., state

attorney general)• Educate stakeholders to overcome

resistance• Create tool kit for community

partners• Educate legislators and community

leaders• Attend and provide testimonials at

legislative hearings

Page 37: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Discussion

Page 38: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Thank you

Karen PerryNOPE Task Force

Michael Barnes, J.D. Center for U.S. Policy

Upstate University HospitalRoss Sullivan, M.D.

Page 39: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Supplementary Information

Page 40: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists
Page 41: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

1893

Page 42: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists
Page 43: Warm Handoffs: Overcoming Barriers to Implementation · Overcoming Barriers to Implementation. Karen Perry. Founder, Executive Director, NOPE Task Force. ... Engagement specialists

Warm Handoffs: Overcoming Barriers to Implementation

Karen PerryFounder, Executive Director, NOPE Task Force

Michael Barnes, JDChairman, Center for U.S. Policy

Director of Emergency Opioid Bridge Clinic and Medical Toxicology, Emergency Medicine, Upstate University Hospital

Ross Sullivan, MD

Moderator: Michael Barnes

Advocacy Track