Developing an Integrative Health Developing an Integrative Health Clinic and Program VASLCHCSClinic and Program VASLCHCS

Sandra J W Smeeding PhD, CNS, FNP-BCAssociate Director Integrative Health

VA Salt Lake City

ObjectivesObjectives

Learn the research needed prior to proposing an Integrative Health Clinic.

Understand the people to involve in the planning stages.

Learn the steps needed to establish an Integrative Health Clinic and Program.

Describe strategies to overcome the

challenges and organizational barriers.

Formative ResearchFormative Research Readiness for change

• Greatest mistake: attempting an innovative change without understanding pre-conditions for success.

• Rigorous assessment to determining the level of “readiness” for change in the local market.

• Do the research, lay the necessary groundwork before proposing, designing and implementing.

• Literature Review for evidence of effectiveness and outcomes must be knowledgeable on your topic.

• Investigate change management, benchmarking, and best practice.

Formative ResearchFormative ResearchReadiness to changeReadiness to change

• Is there commitment from institutional leaders?

• Analyze the supporters and barriers, identifying potential power struggles.

• Assemble a powerful team to lead the change- steering committee.

• Create and communicate a compelling vision of change-business plan.

• Experiences of other VA organizations with similar attempts.

• Readiness criteria that needs to be satisfied before proposing

Timing- External Market AnalysisTiming- External Market AnalysisResearch Research

• CAM use in U.S. & Veterans CAM use surveys.

• Klemm Analysis 1999.

• White House Commission Report on CAM 2002.

• National VA CAM Therapies & Practices (HAIG-2002).

• National VA CAM Field Advisory Board

- Credentialing and privileging guidelines.

• Patient protection and affordable care act Title IV (subtitle A).

Prevention of chronic disease, health promotion, Integrative Health.

Internal and External supportInternal and External support

#1.#1. Administrators:Administrators: Director, Chief Nurse, Chief of Staff, Director, Chief Nurse, Chief of Staff, ACNS, ACNS, Chief of Services: Anesthesia, Mental Health.Chief of Services: Anesthesia, Mental Health.

#2. Providers Known to offer CAM Providers Known to offer CAM (VA CAM Practice 2002(VA CAM Practice 2002), ), Psychologist, Nursing, DO/MD, PT, LCSW, Clergy

#3#3. . VA Integrative & CAMVA Integrative & CAM: Elizabeth.Hakas@va.gov

#4.#4. VA Acupuncture:VA Acupuncture: Elizabeth.Hakas@va.gov

#5#5. . VASLCVASLC sandra.smeeding@va.gov

#6. VA Long Beach anfu.Hsaio@va.gov

Timing Internal Market Analysis Timing Internal Market Analysis

• VASLC Integrative Health Proposal (1997 ) approval 2000.

• Identify high risk populations: high use, dissatisfied, underserved, high pharmaceutical use and cost.

• High cost: potential to reduce cost.

• High volume: ICD-9 codes.

• Provider interest , acceptance or resistance- referral base

• Understand local Veterans CAM use. - Dissatisfied: reliance on pharmaceuticals ,lack of whole person

approach, lack health promotion (satisfaction surveys).

Institutional Assessment Institutional Assessment Informal SurveyInformal Survey

• Communication: technology , in-services, staff meetings.

• Education and Information gathering.

• Introduce concept: CAM & Integrative Health.

• What is known, preconceived ideas, beliefs, motivations?

• Confront the fears- Safety, effectiveness, efficacy

• Identify champions and barriers, potential providers.

Challenges/ Challenges/ Concerns: Concerns: Medical Staff, Medical Staff,

Clinical Executive BoardClinical Executive Board

• Physician resistance-safety, control.

• Budgetary constraints. & limitations of insurance reimbursement

• Credentialing and Privileging of providers and therapies.

• Efficacy /Effectiveness of particular modality for specific medical conditions. Evidence-based practice.

• Office and Clinic space.

Positioning in a service Positioning in a service Patient PopulationsPatient Populations

• Service positioning: Primary care Mental health

Preventive Cardiology Integrative Oncology

Anesthesia Chronic pain End of life/palliative care

• VASLC: Anesthesia: Chronic Pain & Stress, Depression, Anxiety, Health Promotion.

• Outpatient or Inpatient - best opportunity, most acceptance.

New Model of HealthCareNew Model of HealthCareVASLC GoalsVASLC Goals

• Improve health related quality of life, reduce pain & stress related depression and anxiety, non pharmacological.

• Focus on health promotion-lifestyle, self-management, minimize minimize “facility and equipment dependent” treatments.

• Whole person: healing vs. cure, mind/emotion/body/spirit, avoid the disease management model or mechanistic pathophysiologic model.

• Choice: patient is the center of the decision making-in

charge vs. hierarchical orders.

• Active participation vs. passive recipient: coaching. • Include family in classes, offer classes to staff.

Outcome Measures Outcome Measures QualityQuality

• Improve Health Related Quality of Life (Computerized SF-36)-MH testing package).

• Reduce depression - related to pain and stress (Computerized Beck Depression Inventory-MH testing package).

• Reduce Anxiety - related to pain and stress (Computerized Beck Depression Inventory- MH testing package)

• Patient Satisfaction• Improved Function• Reduced Stress• Improved resiliency & coping• Improved Sleep• Decreased healthcare utilization-urgent care• Medication• Pain reduction

BudgetBudget

• Integrative Health - Associate Directors: NP (.8 FTE -existing) (5/8) (MD retired), Nurse Administrator (.2 FTE existing), MD Acupuncturist in Anesthesia (existing) & MD VA (PM&R retired – WOC).

• Funding for training: hypnosis graduate class U of Ut and then mentoring; Aquatic bodywork (Watsu water shiatsu).

• Provider FTEE were other duties as assigned ( 2-4hr. blocks or teaching classes/movement therapies: mental health

and social work). Contract certified yoga teacher (RN).

• Facilities: Virtual clinic space- start small ½ day clinic and therapies 3 days/wk, expand with demand, include

cost of supplies and equipment.

Credentialing and PrivilegingCredentialing and Privileging

• Standardized the Process for provision of therapies and privileging of providers. (Appendix A & B).

• Utilize the same process as conventional therapies and treatments.

• VA provider applied for credentialing and privileging in CAM therapy.

• Therapies approval : Administration, Integrative Health Steering Committee and final approval : Clinical Executive Board (CEB).

• VA and contract providers credentialed and privileged in Professional Standards Board (PSB) in the CAM therapy.

Providers Providers

• Know State licensing and VA requirements.

• Set high CAM Standards, similar to conventional professions: - understand credentialing, licensing, training for CAM therapies. - Practice of CAM without sufficient training or credentials

?

• Cost driven HCS, CAM studies on cost-effectiveness. - number of treatments for CAM therapy. - amount and cost of supplies and equipment. - consider: cost & outcomes of CAM providers: MD CAM & non MD CAM- advantages and

disadvantages.

• Collaborative relationships: academic and research: grants, funding.

Selection of CAM ServicesSelection of CAM ServicesModalities

• Target population: Supported by research evidence of Supported by research evidence of effectiveness - for particular indications.effectiveness - for particular indications.

• Non-controversial, critical initial acceptance.critical initial acceptance.

• Desired /requested by patients and providers .

• Consider VA staff CAM modalities first.

• Start small expand in a step wise fashion and as demand grows.

• Financial & Legal considerations.

• Consider integrating and/or expanded existing services e.g. hypnosis into smoking, multidisciplinary wt. with hypnosis

Program Business Plan*Program Business Plan*Approved by Clinical Executive BoardApproved by Clinical Executive Board

• Executive SummaryExecutive Summary: Summary of VA, current CAM and IH literature review.

• Program intent, purpose. • Modality and Provider selection criteria, standardized

credentialing and privileging. • Vision, Mission Statements• Specific measurable goals• Strength, Weakness, Opportunities, Threats (SWOT) • Budget for the Integrative Health Program• Timeline for implementation in the first year.

Appendix - Executive Summary: Klemm Analysis :VHA Complementary Alternative Medicine (CAM) Practices and Future Opportunities, White House commission summary, VA CAM Advisory Board Credentialing and Privileging, Patient Protection and Affordable Care Act IV, other relevant research.

Multidisciplinary Steering CommitteeMultidisciplinary Steering Committee

AdministrationAdministration Information Information TechnologyTechnology

ManagementManagement Providers ProvidersNeurologyNeurology Interested staffInterested staffNutrition Nutrition TelemedicineTelemedicinePharmacyPharmacy AnesthesiaAnesthesiaPrimary CarePrimary Care Chaplain ChaplainPt. EducationPt. Education Mental HealthMental HealthPain MedicinePain Medicine Staff EducationStaff EducationPM & RPM & R Phys. TherapyPhys. TherapyRheumatologyRheumatology Social WorkSocial Work

Integrative Health Outpatient Clinic Integrative Health Outpatient Clinic and Program Modeland Program Model

• Computerized Consult Referral Service:- 5 state catchment area

- Consult screen: inclusion/exclusion modality criteria

• Intake evaluation H&P by MD and NP: cc, pain , stress, H&P, social support, emotional, mental health assessment,

lifestyle, IH therapies and classes selection, outcome tests (BDI, BAI, SF-36) pain and stress (0-10) NRS.

Orders and appointments for therapies and classes F/U re evaluation at 6-months, 1-yr, 2-yrs, etc. Clinic progression from last hope to try this first !

• Outcome Research

VASLC Therapies and Mind-Body Skills

• Acupuncture• Aquatic bodywork(watsu)• Herb/Drug interaction counseling• Hypnosis• Meditation• Qigong

VASLC Therapies and Mind-Body Skills

• Stress Management• Yoga• Weight Management• Tobacco Cessation

Marketing Integrative Health Marketing Integrative Health Education Education of Providersof Providers

• Monthly in-services in primary care.

• As requested: residents, specialty services, School of Medicine, School of Nursing, community requests.

• Integrative Health holistic philosophy and goals included. • Modality in-services: Description, evidence base, how to refer,

patients to refer (inclusion), benefits, risks, patients who are not candidates for the therapy (exclusion) and why.

• Mind-body skills in-services-include experiential

• Developed educational brochures, posters-pictures.

Strategies to overcome resistanceStrategies to overcome resistance

• How will an Integrative Health Service: - Distinguish your organization ?- Sufficient patient population numbers? - How will IH affect other department referral

patterns?

• Formation of a multidisciplinary Steering Committee Providers: referrals Administrators: policy, fiscal

Managers: staffing

• Monthly Education series in primary care.

• Visibility, Accessible, Communication!

Factors to Ensure a Factors to Ensure a Successful ProgramSuccessful Program

• Use evidence based therapies.

• Follow norms of clinical practice.

• Develop strong administrative component.

• Remain adaptable and responsive to patients.

• Maintain professional image.

• Publish, present, research.

Greatest barriers and Greatest barriers and

reasons for failurereasons for failure • Lack of local champion or wrong champion.

• Lack of interdisciplinary collaboration.

• Hierarchal approach-top down.

• Lack of safety and/or clinician knowledge.

• Lack of outcome studies or research.

• Lack of standardized consistent credentialing and privileging.

• Lack of communication within the facility

What would we do differently? What would we do differently?

• More consultation on:More consultation on: Data management & Program evaluation.Data management & Program evaluation.

• Clinic staff support.Clinic staff support.

• Unable to get massage approved.Unable to get massage approved.

• Unable to get chiropractic approved.Unable to get chiropractic approved.

• Unable to get Energy work approved for clinic, was Unable to get Energy work approved for clinic, was used in nurses used in nurses under their license on the medical under their license on the medical floor to a limited extent. floor to a limited extent.

• Limited personnel to introduce inpatient programs. Limited personnel to introduce inpatient programs.

• Obtain permanent staff-FTE from startObtain permanent staff-FTE from start. .

AppendixAppendix

VASLC – CEB Modality ApplicationVASLC - PSB Provider Application

Examples of Business plan content

CAM Modality CAM Modality Clinical Executive Board (CEB) Clinical Executive Board (CEB)

ApplicationApplication

1. A description of the therapy and the mechanism of action.

2. Literature review of effectiveness/efficacy of therapy.

3. List of medical conditions proven to benefit by the researched evidence base or patients to refer.

4. Describe any adverse effects.

5. List medical conditions to exclude, contraindications, patients not to refer.

6. Expected duration/numbers of treatments and the benefits.

7. References from the literature review.

CAM Professional Standards Board CAM Professional Standards Board (PSB) Application (PSB) Application

1. Therapy description and mechanism of action .

2. Literature review of effectiveness/efficacy of therapy.

3. List of medical conditions proven to benefit based on researched evidence or patients to refer.

4. List medical conditions to exclude, contraindications, adverse effects or patients not to refer.

5. Expected duration/numbers of treatments and the benefits.

6. References from the literature review.

7. Training, certification, licensure for the therapy.

Business Plan (Example)

• The intent is to develop an interdisciplinary, collaborative Integrative Health Program at the SLC VAHCS involving physicians, nurses, pharmacists, dietitians, psychologists, and other health care professionals.

• The purpose is to: (1) integrate CAM and mind-body skills into patient care services with conventional medical care; (2) provide CAM education programs and materials to professional staff and patients, and (3) initiate outcome research.

• Criteria used to select the initial CAM therapies will include: (1) research based data in the literature, (2) considered non- controversial and near mainstream modalities (3) desired/supported by SLC VAHCS staff and patients, and (4) availability through existing SLC VAHCS professional staff or consultants.

Business Plan (Example)

The goals for the initial phase:• Implement an Integrative Health clinic and program with a physician, a nurse practitioner, and a clinical support manager as a outpatient department offering selected CAM therapies in a careful and stepwise fashion.• Perform a survey of the current use and preferences for CAM therapies at the SLC VA. • Define a credentialing and privileges process for providing CAM services.• Develop a realistic and clear definition of success for

the CAM initiative . • The Program will start small, be evaluated at prescribed intervals, and grow as appropriate.

Business Plan (Example)

Strengths:• The VAHCS definition (1996) of medical need includes care

and/or services that will promote, preserve, or restore health. This definition is congruent with the core philosophy of a wellness orientation with most CAM therapies.• A significant proportion of VHA patients with chronic conditions that have not responded well to a singular conventional medicine treatment approach. Providing CAM therapies as an additional option to address these problems is supported by many VA providers and patients. • Every VISN, including the SLC VAHCS, reports some use of CAM therapies. • A CAM initiative would allow the SLC VAHCS to develop collaborative relationships with nationally known research organizations, academic centers, to conduct outcome research.

Business PlanBusiness Plan (Example)

Weaknesses:• The science/technology model of care offered at the SLC VAHCS

has traditionally excluded CAM therapies.• There is limited awareness and understanding of CAM therapies

among SLC VAHCS professional staff.• There may be resistance to the implementation due to traditionally- held attitudes about CAM therapies, about scientific efficacy. • Lines of communication to disseminate evidence of CAM effectiveness are not established• The VAHCS’s reputation as a conservative system may provide a

barrier to a new, and potentially controversial, CAM initiative.• Offering CAM therapies may require the development and acceptance of a new paradigm. The new paradigm expands thinking from a disease oriented, pharmacology/surgery- based treatment to one promoting prevention, self - responsibility, and a belief in the body’s ability to heal itself.