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Welcome to the NQC National TA Conference Call: Quality Management 101 and HRSA/HAB Expectations January 8, 2009 Presenters: Tracy Matthews, HAB; Donna Yutzy, NQC Consultant; Meera Vohra, NQC Funded by HRSA HIV/AIDS Bureau Presentation Overview • • • • • • • HAB’s Quality Expectations Definitions Key characteristics of QM Programs HRSA’s 9-step Model to Quality Types of measures/sample measures The Model for Improvement QM Resources Funded by HRSA HIV/AIDS Bureau HRSA/HAB Quality Expectations Tracy Matthews Acting Chief Clinical Advisor Division of Community Based Programs [email protected] 3 National Quality Center (NQC) Ryan White HIV/AIDS Treatment Modernization Act 0f 2006 All RWTMA grantees are required to establish clinical quality management programs to: Assess the extent to which HIV health services are consistent with the most recent Public Health Service guidelines for the treatment of HIV disease and related opportunistic infections; and Develop strategies for ensuring that such services are consistent with the guidelines for improvement in the access to and quality of HIV services 4 National Quality Center (NQC) Ryan White HIV/AIDS Treatment Modernization Act 0f 2006 “RWTMA grantees are directed to establish clinical quality management programs..” which include: Development of a comprehensive clinical quality management infrastructure, including routine QM Meetings with crossfunctional representation Description of QM Program in a quality plan, with a clear indication of responsibilities and responsible parties Inclusion and involvement of key stakeholders in your quality program Designated leaders for quality improvement and accountability 5 National Quality Center (NQC) Ryan White HIV/AIDS Treatment Modernization Act 0f 2006 • “assess the extent to which HIV health services are consistent with the most recent Public Health Service (PHS) guidelines…” which includes: Development and/or adaptation of quality indicators for key clinical and service categories Routine performance measurement of key care aspects Sharing of performance data with program staff Use of data to improve the organization’s performance on key services 6 National Quality Center (NQC) Ryan White HIV/AIDS Treatment Modernization Act 0f 2006 • “develop strategies for ensuring that such services are consistent with the guidelines for improvement in access to and quality of HIV services…” which includes: Linking performance data results to quality improvement activities Establishment of Quality improvement teams with cross-functional representation Integration of changes into routine program activities 7 National Quality Center (NQC) Key Characteristics of a Quality Management Program Patient-centeredness is a fundamental focus of quality care and supports the 5 characteristics that follow. 1. A systematic process with identified leadership, accountability, and dedicated resources available to the program 2. Use data and measurable outcomes to determine progress toward relevant, evidenced-based benchmarks 3. Focus on linkages, efficiencies and provider, and client expectation in addressing outcome improvement 8 National Quality Center (NQC) Key Characteristics of a Quality Management Program (cont.) 4. A continuous process that is adaptive to change and that fits within the framework of other programmatic quality assurance and quality improvement activities 5. Ensure that data collected are fed back into the quality improvement process to assure that goals are accomplished and that they are concurrent with improved outcomes 9 National Quality Center (NQC) HAB Clinical Performance Measures http://hab.hrsa.gov/special/habmeasures.htm • Measures focus on clinical services provided to adults & adolescents • Detail sheets outline specific information related to each measure 10 National Quality Center (NQC) HAB Clinical Performance Measures: Group 1 • Group 1 represents the 5 core clinical performance measures deemed critical for HIV programs to monitor • Released 12/07 • Core clinical performance measures can be used by all grantees 11 National Quality Center (NQC) HAB Clinical Performance Measures: Group 2 • Group 2 has 9 clinical performance measures • Measures reflect important aspect of care that impacts HIV-related morbidity and focuses on treatment decisions that affect a sizable population • Released 8/08 12 National Quality Center (NQC) HAB Clinical Performance Measures: Group 3 • Group 3 includes 11 clinical performance measures • The measures focus on similar aspects of care captured in measures listed in Groups 1 & 2 • To be released in final form early Spring 2009 13 National Quality Center (NQC) HAB Clinical Performance Measures • Grantees are encouraged to include the 5 core clinical performance measures in their quality management plan • Grantees are not required to submit performance measurement data to HAB • FAQs developed as a companion guide and is updated with each release of measures and annually http://hab.hrsa.gov/special/habmeasures.htm 14 National Quality Center (NQC) Alignment with Other Measures • HAB performance measures are specific to the Ryan White HIV/AIDS Program • Alignment with other measures such as those developed by OPR, NCQA, IDSA, and AMA • HIVQUAL measures are similar to the HAB clinical performance measures HIVQUAL sites are encouraged to continue to submit HIVQUAL data 15 National Quality Center (NQC) HAB Performance Measures: Next Steps • Performance measures related to case management, oral health, ADAP and systems level • FAQs will be updated as new measures are released • CAREWare Performance Measurement Module 16 National Quality Center (NQC) HAB Performance Measures: Next Steps Any comments or feedback on the utilization of the measures is encouraged. Any recommendations or suggestions for additional measures is welcome. • [email protected] 17 National Quality Center (NQC) Questions? Thank you! Tracy Matthews Acting Chief Clinical Advisor Division of Community Based Programs [email protected] 18 National Quality Center (NQC) A Brief Into to Quality Management Donna Yutzy, NQC Consultant [email protected] Funded by HRSA HIV/AIDS Bureau Definitions Quality = degree to which a health or social service meets or exceeds established professional standards and user expectations. 20 National Quality Center (NQC) Definitions Quality Assurance (QA) = a broad spectrum of evaluation activities aimed at ensuring compliance with minimum quality standards. 21 National Quality Center (NQC) Definitions Quality Improvement (QI) = refers to activities aimed at improving performance. 22 National Quality Center (NQC) Definitions Continuous Quality Improvement (CQI) = describes the ongoing monitoring, evaluation and improvement processes. 23 National Quality Center (NQC) Definitions Indicator = measure used to determine, over time, an organization’s performance of a particular element of care. The indicator may measure function, process or outcome. 24 National Quality Center (NQC) Definitions Outcome = Benefits or other results (positive or negative) for clients that may occur during or after their participation in a program. Outcomes may be client-level or system-level. 25 National Quality Center (NQC) HAB’s 9-Step Model to Quality Goal of Manual: • • • provide the tools to develop and implement a quality management program outline a step-by-step process that can be applied in any care setting applicable for both the experienced and non-experienced grantee Developed by HIV/AIDS Bureau Quality Institute Available at hab.hrsa.gov/tools/QM 26 National Quality Center (NQC) HAB’s 9-Step Model to Quality 1. Commit Leadership & Supportive Organizational Structure 2. Establish Quality Management Plan 3. Establish Quality Committee to oversee the QM program Develop an organizational QM plan which delineates goals and objectives for the QM program Determine Performance Measures & Collect Data 27 Establish support of program leadership for Quality Management Delineate specific QM responsibilities of staff Based on QM priorities, develop/adopt indicators to measure performance Determine method of data collection and collect data National Quality Center (NQC) HAB’s 9-Step Model to Quality 4. Analyze Data 5. Develop Project-Specific CQI Plan 6. Establish project-specific QM team to improve specific aspects of care/services Develop timeline for reporting findings and improvement Study and Understand the Process 28 Analyze data and review the results Identify areas where additional data is required Utilize QI tools and techniques to understand the process Report progress to senior leadership and staff National Quality Center (NQC) HAB’s 9-Step Model to Quality 7. Develop and Implement an Improvement Plan 8. Re-measurement 9. Re-measure indicator after change has been implemented. Determine need for and/or level of re-measurement on an ongoing basis. Celebrate Success 29 Identify potential solutions to make improvement to the systems of care. Try a small test of change and analyze results. Communicate results of the project to all levels of the organization Congratulate team in public forum National Quality Center (NQC) Developing Measures • The QM Plan should be the vehicle for examining how well your agency is doing in executing your program’s priorities and strategies. • The focus is not on the performance of individuals or individuals agencies/contractors, but rather focuses on how the systems are working to improve HIV care. 30 National Quality Center (NQC) Developing Measures • The QM Committee should develop a core set of measures that provide a snapshot of the overall quality of care provided by your program. • When possible, it’s smart to start with measures that are already being collected and used in the system. • Recommended to include HAB core clinical indicators. 31 National Quality Center (NQC) Types of Measures • Outcome measures are the voice of the customer. • Outcome measures reflect the impact of our work on the care provided to our clients. • Examples: incidence of disease rates, functional status indicators, mortality & morbidity rates, client/care team satisfaction rates, or cost of care delivered. 32 National Quality Center (NQC) Types of Measures • Process measures are the voice of the system. • Process measures tell us whether parts or steps in the system are working as planned. • Examples: Waiting time for appointments, no show rates, percent of clients with self-management goals in place, the number of clients organized by acuity level in case management, length of time to process ADAP applications or ADAP re-certification rates. 33 National Quality Center (NQC) Model for Improvement How can we accelerate change and improvements in HIV programs? 34 National Quality Center (NQC) Model for Improvement What are we trying to accomplish? How will we know that a change is an improvement? What change can we make that will result in improvement? 35 National Quality Center (NQC) The PDSA cycle for learning and improvement Act Objective Plan What changes are to be made? Next cycle? Questions and predictions (why) Plan to carry out the cycle (who, what, where, when) Study Do Complete the analysis of the data Compare data to predictions Summarize what was learned 36 Carry out the plan Document problems and unexpected observations Begin analysis of the data National Quality Center (NQC) PDSA Cycle to incorporate the use of a new CM form Improve Access to HIV Primary Care A P S D Introduce new CM Intake/ Assessment Form 37 A P S D Cycle 1E: Implement and monitor the standards Cycle 1D: Revise and test tool with all clients for one week Cycle 1C: Present refined tool to all 3 case managers and document feedback Cycle 1B: Revise tool and test with Karl’s clients next Monday Cycle 1A: Adapt new CM form and test with one of Joanne’s patients National Quality Center (NQC) Tips for PDSA Cycles Use shorter test cycles to accelerate rate of improvement (“What can you test by next Tuesday?”) Collect just enough data, not perfect data Scale down size of test (# of patients, clinics) Test first in ‘safe zones’ Formulate question and predict results 38 National Quality Center (NQC) References • Moen, Ronald, Thomas Nolan; “Process Improvement” Quality Progress, 1987, p62 • Langley, Gerald, Kevin Nolan and Thomas Nolan; “The Foundation of Improvement,” Quality Progress, June 1994, p. 81 • Langley, Gerald, Kevin Nolan, Thomas Nolan, Cliff Norman, and Lloyd Provost; “The Improvement Guide” San Francisco, CA; Jossey-Bass, 1996 • Nolan, Kevin; “ASQs Accelerating Change Collaborative Series: A Challenge for Industry,” Quality Progress, Jan 1999, p55 39 National Quality Center (NQC) Building Quality into Daily Work • Make QM part of contracts with providers. • Make QI part of job descriptions. • Incorporate quality concepts into new employee training. • Provide ongoing quality training to internal staff and to contractors. • Provide opportunities for internal staff and contractors to participate in QI projects. • Incorporate best practices into your service delivery. 40 National Quality Center (NQC) Quality Improvement Resources: Websites, Publications, Technical Assistance Meera Vohra, NQC [email protected] 41 National Quality Center (NQC) Quality Improvement Websites NationalQualityCenter.org • • • • • • 42 HIV measures Change ideas Best practices Tools/resources Literature FAQ National Quality Center (NQC) Quality Improvement Websites www.HIVQUAL.org • • • • • • 43 HIV QI publications Measures HIVQUAL Software HIVQUAL Project Clinical guidelines Recent news and events National Quality Center (NQC) Websites for Quality Improvement hab.hrsa.gov • HRSA QI expectations • QI Tools • TA Resources 44 National Quality Center (NQC) Quality Academy (Online Training Course) • Online quality improvement training course – at no cost available 24/7 (also available on CD-Rom) • Interactivity through test questions and online exercises • 20 QI topics from beginner (e.g., QI 101, PDSA) to advanced levels (e.g., dealing with resistance) NationalQualityCenter.org/QualityAcademy 45 National Quality Center (NQC) Quality Improvement Publications 46 National Quality Center (NQC) Quality Improvement Publications 47 National Quality Center (NQC) Quality Improvement Publications 48 National Quality Center (NQC) NEW !! NQC QI Resources 49 National Quality Center (NQC) HAB QM TA Manual & FAQ’s 50 National Quality Center (NQC) QM Program Assessment Tools & QM Plan Checklist 51 National Quality Center (NQC) QI Learning Resources Starting to Learn about Quality Improvement Measuring Quality of HIV Care Measurement Setting up a QM Infrastructure Writing a Quality Management Plan Conducting Quality Improvement Activities 52 National Quality Center (NQC) QI Teaching Resources Teaching Quality Improvement Fundamentals Teaching Performance Measurement Teaching QM Infrastructure Teaching Quality Improvement Activities Teaching Patients on Quality 53 National Quality Center (NQC) Consumer Involvement Training Materials Soliciting Patient Feedback Empowering Patients to Partner with their Health Care Providers Maintaining a Patient Health Record Best Practices for Consumer Involvement Teaching Providers about Patient Self-Management 54 National Quality Center (NQC) QM Training-of-Trainers (TOT) • 3-day intensive training to develop capacity to train others in QM • Significant Pre-work required • Must lead at least 3 trainings within 120 days of completing the TOT 55 National Quality Center (NQC) On-site TA for QM On-site, individualized technical assistance is available, free of cost from: • National Quality Center (All Parts) www.NationalQualityCenter.org • National HIVQUAL Project (Part C & D only) www.HIVQUAL.org 56 National Quality Center (NQC) National Quality Center (NQC) 888-NQC-QI-TA [email protected] NationalQualityCenter.org Funded by HRSA HIV/AIDS Bureau