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Emergency Department Case Managers Impact Transitions of Care Presented By: Sue Jester, RN, BSN, CCM Matt Biondo-Smith, RN, BSN Alyssa Frisbie, RN, BSN Date: June 18, 2019

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Page 1: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Emergency Department Case Managers

Impact Transitions of Care

Presented By: Sue Jester, RN, BSN, CCM

Matt Biondo-Smith, RN, BSN

Alyssa Frisbie, RN, BSN

Date: June 18, 2019

Page 3: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Developing a Robust Emergency Department

Case Manager (ED CM) Role

Assessment

o A Case for Change

Planning

o Development

Intervention

o A Day in the Life

o Data Driven Modifications

Evaluation

o Case Studies and Outcomes

o From Then to Now

Next Steps

3

Page 4: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Developing a Robust Emergency Department

Case Manager (ED CM) Role

Assessment

✓ A Case for Change

Planning

o Development

Intervention

o A Day in the Life

o Data Driven Modifications

Evaluation

o Case Studies and Outcomes

o From Then to Now

Next Steps

4

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Assessment: A Case for Change

5

• Keeping up with current health care trends

• Forecasting changes on the horizon

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Assessment: A Case for Change

6

Emergency Department (ED) Overview:

• ~250 patient visits/day

• 5 physician teams

• Psychiatric access workers

• Medical Social Workers in Senior ED

• Patient Resource Managers

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Identifying the Gap

• Medical necessity documentation

• Readmission analysis and prevention

• Observation expertise for patients and staff

• Diversion/Redirection

Assessment: A Case for Change

7

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Developing a Robust Emergency Department

Case Manager (ED CM) Role

Assessment

✓ A Case for Change

Planning

✓ Development

Intervention

o A Day in the Life

o Data Driven Modifications

Evaluation

o Case Studies and Outcomes

o From Then to Now

Next Steps

8

Page 9: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Creating a Partnership

• Be visible

• Be accessible

• Build rapport

• Learn together

Planning: Development

9

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• Interview panel with all stakeholders

• Desired qualities:

• Critical thinking

• Communication skills

• Engaged and energetic

• Leadership skills

• CM experience not required

Planning: Development

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November 2015

• Staggered implementation

• Rotating/overlapping shifts

• 8am-8pm and 2pm-2am

Planning: Development

11

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Planning: Development

12

• Orientation

• Creating Connections

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• Building a Toolkit

Planning: Development

13

Page 15: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Developing a Robust Emergency Department

Case Manager (ED CM) Role

Assessment

✓ A Case for Change

Planning

✓ Development

Intervention

✓ A Day in the Life

o Data Driven Modifications

Evaluation

o Case Studies and Outcomes

o From Then to Now

Next Steps

15

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• Follow-up on yesterday’s discharges

• Determine which patients to see

• Field calls from the community

Intervention: A Day in the Life

16

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Process for Selecting Patients:

• “Potential Admission” list

• “Potential Readmissions” list

• Interqual

• Electronic referral process

• Tracking our intervention

Intervention: A Day in the Life

17

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Intervention: A Day in the Life

• Safe housing

• Health insurance and access

to health care

• Social support (caregivers)

• Transportation

• Socioeconomic conditions

affecting ability to pay for

medication(s)

• Education and linking with

community resources

• Older adults

• Patients without established

medical care teams

• Complex care needs

• Patients that delay or refrain

from following-up after

discharge

Focused Patient

Populations

Social and Physical

Determinants of Health

18

Page 19: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Benefit to Seeing ED Patients with Plan for Admission:

• Begin the discharge planning process while patient and family are present and captive listeners

• Setting the tone; letting the patient/family know the goals of admission and anticipated length of stay (LOS)

• Forecasting barriers early and communicating this to the hospital team, which decreases LOS

• “Mining Resources” from complex patients

Intervention: A Day in the Life

19

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Maintaining Relationships

• Visiting community partners

• Collaborating with complex care

• Department and hospital meetings

Intervention: A Day in the Life

20

Page 21: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Developing a Robust Emergency Department

Case Manager (ED CM) Role

Assessment

✓ A Case for Change

Planning

✓ Development

Intervention

✓ A Day in the Life

✓ Data Driven Modifications

Evaluation

o Case Studies and Outcomes

o From Then to Now

Next Steps

21

Page 22: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Interventions Monthly AveragePatients Redirected 67

Readmission Avoided 32

Medication Assistance Provided 34

Discharge Planning Started 129

Specialist Appointment Set UP 83

PCP Appt. Set up 95

Homecare Set up 46

Hospice arranged 5

SNF Placement 13

Transportation Arranged 45

Care Coordination 540

Interventions: Data Driven Modifications

ED CM Interventions

22

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©2015

Intervention: Data Driven Modifications

Adding to the Toolkit

• One of the first pieces of DME

stocked in the ED was the front-

wheeled walker

• Helpful for weak patients with unsteady

gait; many times patients can discharge

home rather than be admitted for a PT

evaluation

• However, there are exceptions including

patients with a fall on outstretched arm

(FOOSH)

23

Page 24: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

• After meeting with physical therapy,

we asked our DME supplier to

stock hemi side walkers

• ED CM has been able to divert

patients with arm injuries who

required the use of a walker, but

were unable to do so with the

injured arm

Planning: Data Driven Modifications

24

Page 25: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Recognized Problem:

• Patients improved in the ED following breathing treatments,

but the provider had concern for bounce back after discharge

Creative Solution:

• Collaborated with stakeholders and obtained ED supply of

NMT machines

©2015

Planning: Data Driven Modifications

25

Page 26: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Pre-ED CM:

• Admit for MRI and possible neuro-spine consult

Current:

• ED CM facilitates outpatient MRI exam with results to

primary care physician and close outpatient specialist follow

up

©2015

Planning: Data Driven Modifications

26

Page 27: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Developing a Robust Emergency Department

Case Manager (ED CM) Role

Assessment

✓ A Case for Change

Planning

✓ Development

Intervention

✓ A Day in the Life

✓ Data Driven Modifications

Evaluation

✓ Case Studies and Outcomes

o From Then to Now

Next Steps

27

Page 28: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

• 92 yo female

• Patellar fracture s/p fall

• 2 prior ED visits and 1 OBS stays at 2

different hospitals

• Family was having difficulty managing

care at home

• This ED visit, CM identified a payor

source for SNF

• Successful placement to SNF from the

ED, preventing unnecessary

admission

Case # 1: We Can’t Take Care of Mom Anymore

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Evaluation: Data

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Page 30: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

• 80 yo male, UTI with MDRO

• Discharged home from inpatient

hospitalization with prescription for

fosfomycin

• Returned to ED d/t inability to afford

medication

• ED CM collaborated with pharmacy

and obtained a prior-auth, allowing pt

to fill medication at affordable cost

• Prevented readmission by helping

obtain the appropriate medication

Case #2: I Can’t Afford My Medication

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Evaluation: Data

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• 68 yo female

• Discharged from IP stay s/p hip surgery to SNF earlier that day

• Left AMA from SNF and is now in her home

• Pt called EMS d/t difficulty

getting to the bathroom

• ED CM coordinated care over

the phone, found safe plan

Case #3: Help! I Can’t Get to the Bathroom!

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Evaluation: Data

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Page 34: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

• 91 yo male, recently discharged

from 3-night IP stay to home

• Once home, couldn’t get up from

chair due to weakness, called EMS

• Patient requested admission to

allow time to arrange 24/7 private

duty care

• ED CM assisted in arranging

private duty care from the ED

Case #4: I Need More Care at Home

34

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Evaluation: Data

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Page 36: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

• 78 yo female

• History of COPD with recent hospital admission

• Returned to ED for shortness of breath

• ED MD planned on admission

• Patient wanted to discharge home

• Same day pulmonology appointment

• Oxygen arranged

• Oxygen supplier accompanied patient to the pulmonology office

Case #5: I Want to Go Home

36

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READMISSIONS AVOIDED

Readmissions

Avoided

450

PER

YEAR

37

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2016 2017 2018

# ED Patient

Visits88,845 89,618 88,721

# Patients seen

by ED CM7,247 8,941 9,802

% Patients seen

by ED CM8.2% 10.0% 11.0%

Evaluation: Data

ED CM Impact Over a Continuum

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Evaluation: Data

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Evaluation: Data

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Evaluation: Data

41

Page 42: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Developing a Robust Emergency Department

Case Manager (ED CM) Role

Assessment

✓ A Case for Change

Planning

✓ Development

Intervention

✓ A Day in the Life

✓ Data Driven Modifications

Evaluation

✓ Case Studies and Outcomes

✓ From Then to Now

Next Steps

42

Page 43: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

November 2015

1. ED CM approached hesitant providers

2. Enthusiasm from providers for simple ED CM interventions

3. More time spent checking interqual and reviewing medical documentation

4. Started with basic discharge interventions

5. The ED provider admitted patients because “they can’t walk”

June 2019

1. Provider approaches the ED CM with potential discharge needs

2. Expected that ED CM will be involved and be successful

3. Majority of ED CM time is utilized by finding alternatives to admission

4. Have more complex plans, using multiple resources

5. ED providers now ask ED CM about safe alternatives

Evaluation: From Then to Now

43

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• Developed interdisciplinary relationships, expanded our

toolkit, and discovered new methods for alternative

dispositions

Evaluation: From Then to Now

Page 45: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

Developing a Robust Emergency Department

Case Manager (ED CM) Role

Assessment

✓ A Case for Change

Planning

✓ Development

Intervention

✓ A Day in the Life

✓ Data Driven Modifications

Evaluation

✓ Case Studies and Outcomes

✓ From Then to Now

Next Steps

45

Page 46: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

• Continuing to identify needs and resolving them in a

systematic way

• Working toward 24-hour outpatient appointment scheduling

• Enhancing collaboration with our Community Paramedics

• Making DME available after hours and on the weekends

• Discovering community resources through networking and site

visits

Next Steps

46

Page 47: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

• Improving communication with primary care providers and case managers

• Updating tools from paper to electronic

• Obtaining clerical support

• Initiating community outreach and education, specifically for long-term care planning

Next Steps (continued)

47

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OUR TEAM: Small But Mighty!

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Thank You ED Leadership for Your Time and

Support of this Program

Dr. Robert McCurdy, SJMHS Leadership/EPMG

Dr. Daniel McGillicuddy, SJMH Leadership/EPMG

Dr Kathryn Volz, SJMH Leadership/EPMG

Jennifer Dunn, RN, Nursing Director ED for SJMHS

Greg Morman, RN, ED Nurse Manager

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Special Thanks to Our Director and Acute Care

Flow Team Leaders For Their Vision and Daily

Encouragement to Find Creative Solutions for

Our Patients

Tarun Abraham, MD MHSA, Director, Acute Care Flow

Rhonda Keith, BSN, Manager, Acute Care Flow

Sarah Brown, LMSW MHSA, Operations Manager

Bryan Gaines, MSE, Operations Manager

Special Thanks

Page 51: Emergency Department Case Managers Impact Transitions of Care › Portals › 0 › Documents › MHA... · ©2015. Intervention: Data Driven Modifications. Adding to the Toolkit

References

CMSA Standards of Practice

ACMA Compass Directional Training:

https://www.acmaweb.org/Compass/compass_main.aspx

Social Determinants of Health 101 for Health Care Five Plus Five, by Sanne

Magnan Oct 9, 2017/discussion paper

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