Patient Engagement: Does the Emperor have any clothes?

Easy to claim, but is it true?

Easy to claim, but is it true? Only time will tell which organizations are getting it right, and which are little more than hype.

“Patient Engagement” has built up increasing buzz over the last few years through dedicated lip service from government, corporations, public leaders, entrepreneurs, and patient advocates. As John alluded to last week, however, patient engagement may be entering a Catch-22: Most everyone agrees it plays a vital role in the modern health care system we purport progress towards – yet the immense hype it’s developed has already begun prompting eye-rolling among health care executives who are skeptical of all the talk.

HIMSS provided a perfect backdrop to explore both the ballooning expectations in this area as well as showcase some of the budding signs of progress. While I agree with John’s central thesis (to date, mostly a heavy marketing push geared towards loyalty rather than engagement), there are some early signs of progress that indicate we are in the early stages of a shift from the ‘talking’ phase to the ‘showing’ phase.

At a presentation by University of Miami Children’s Hospital, we got a peek at what this could look like when done well (PDF). They have designed a complete view of the hospital’s workflow as it involves any ‘patient touches.’ First they break down the various stages of a patient’s interaction with the health care system into five major buckets:

  1. Pre-Arrival
  2. Pre-Treatment
  3. Point of Care
  4. Discharge
  5. Follow-up

Inside each of these intervals of the patient journey through UMiami’s system, there are corresponding “engagement” protocols, tools, and processes deployed. For example, while a patient is in the waiting room, there is a digital check-in system that also addresses medication adherence inquiries, assesses gaps in care, and occupies patients (in this case, children and parents) with interactive waiting room programs. A mirroring process is in place at check-out to follow up on reported gaps or issues, administer a quick experience survey, and recruit for enrollment into any relevant support programs or follow-on visits.

The thesis claims that building this baseline connection to the patient using a set of tools pulls them into a workflow that is subsequently easier to maintain through a continuum of online messaging, reminder systems, and follow-up care. A central tenet of this approach is consistency: use the same format and the same branding in these efforts to ensure patients feel they are a part of something, rather than a widget.

If a personal episode of care I endured last fall in Austin is a barometer of progress, we are very far from the ideal: Typically, patients are directed to some half-baked portal to pick a doctor, usually through their insurer, which has no effect on the amount of paperwork that needs to be filled in at the doctor’s office or the subspecialty referral clinic. Once the care is delivered in the silo (team of one), the payment vultures descend, with the referring doctor’s office, the specialists’ billing department, and insurance companies snail-mailing multiple paper documents in the following weeks and months. To wit, none of that pile of papers inquires about the patient’s current health status – it just scares them away from making an appointment the next time if it’s at all avoidable.

So in our eyes, patient engagement is about more than a turnkey solution, or a whiz-bang app. It is an approach. In our fragmented payment and delivery system, seamless experiences are the exception, not the norm. It follows then that meaningful, comprehensive engagement platforms won’t emerge until HCOs change the way they operate.

We are realists here at Chilmark Research, so while we won’t offer a take on how much water has been poured into the glass, we are working on a more detailed analysis for this month’s CAS subscribers about the drivers and trends that might produce a more comprehensive approach to patient engagement by next year’s HIMSS conference.

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Finding Few Answers at HIMSS’13

Last week was yet another HIMSS, this time in the Big Easy – one of my favorite cities, despite the unfortunate decay occurring on Bourbon St. As with the many HIMSS I have attended before, this is the seminal event of the year where one has the opportunity to reconnect with friends, acquitances and countless others all in the hope of gaining a pulse on the healthcare IT (HIT) industry.

Having been barraged with countless invites in advance of the show to meet with this or that vendor, I winnowed down the number of meetings to a select few and even then, had far more on my plate then I could reasonably consume over the three plus days that I was there. And of course, there were the countless press releases I received during the week of HIMSS, nearly all of them barely worth the digital type and bandwidth used to create and distribute.

So easy to get lost in all this noise. I just can’t fathom how a healthcare executive is suppose to wade through it on their own, let alone the staff that reports up into them.

This year’s HIMSS pilgrimage was to seek knowledge within four core areas:

  1. State of innovation in HIT,
  2. Greater understanding on the state of analytics adoption,
  3. Market maturity with regards to population health management and
  4. Is the industry finally taking true patient engagement seriously?

Following are findings and musings on these four.

Innovation – Where is it?
For all the talk of innovation in this sector, it is astonishing just how little there truly is. I searched high and low for real innovation and came up dry. Even went to the Venture Fair on Sunday to see what a number of young companies are bringing to market and found little to capture my imagination. Either this is a sign that I have been in this market too long or maybe a sign of just how challenging this market can be for those who wish to truly be innovative, to be disruptive. Walking the halls of HIMSS, one certainly gets the feeling that this is a show that is not about leveraging HIT for disruptive purposes, but to maintain the status quo.

One of the few glimmers of hope for future innovation may come from an unlikely source; the consortium of five EHR vendors that have committed to the CommonWell Health Alliance. While one must be cautious in throwing one’s support behind such an initiative, I threw caution to the wind in a brief interview after the announcement.

Why the enthusiasm?

If CommonWell succeeds in its mission to create an information sharing platform across these five vendors – and others should they join – we’ll finally, as an industry, move beyond competing on data silos ultimately providing a higher level of functionality to the end user. On top of this sharing platform, we may then begin to see true innovation occur – innovation that taps the data that flows across the CommonWell network. Of course this is all dependent on just how “open” CommonWell will be and that is something we will not know for at least a year. – Yes, healthcare moves slow.

Analytics – Why is it?
The market for healthcare analytics has been hyped beyond imagination but beyond the hype is what appears to be a complete lack of why this industry is even pursuing analytics. There appears to be very little underlying justifications as to why a healthcare organization should be doing analytics in the first place.

Time and again, in one discussion after another, we found a very immature buyers’ market for analytics solutions. Most buyers cannot answer, with any degree of specificity, the simple questions: Why do we want an analytics solution? – What is the business case? And its not just the buyers as many vendors complained of the horrible RFPs that they are receiving which were drafted by some big name consulting firms. One vendor told us point-blank:

“We are no longer responding to RFPs as they are such garbage and a waste of time. If we can’t connect at the most senior strategic level of the organization, then we know that they do not have the maturity of thought to begin the conversation, let alone the journey.”

As most of you already know, Cora is working on the report: Analytics for Population Risk Management that will be released in April. It is our goal to help clear the air and educate this market and if anyone can do it, it is Cora.

Population Health – What is it?
And to think, I though analytics was an over-hyped market. Analytics has nothing on the next big market buzzword, population health management (PHM). Much like the fable of the blind men and the elephant, population health is whatever you wish to make of it or whatever part of the healthcare elephant you happen to be attached to.

What a mess. Despite all the hype on PHM, which comes under many guises including Accountable Care Solutions, Systems or Suite, I did not come across a single vendor that had a complete solution suite. Even those vendors that have significant pieces of a PHM solution, still have not knitted their portfolio together to be a seamless offering. Buyers of such solutions will be spending a lot of money on services to stich these things together for the next 2-3 years.

In the second half of the year, Chilmark Research intends to devote a significant amount of resources to fully flesh-out what is meant by PHM, what are the critical components to enable such and where one might go to find them. Stay tuned.

Patient Engagement – How is it?
Anyone who has followed Chilmark Research and my ramblings for more than a couple of years knows that I have a soft spot for patient engagement. It was within this broad category that I got my start with the publication of the iPHR Market Trends Report in 2008. While that market has not developed sufficiently to support a full-time analyst, it is still an area we track closely and in addition to myself, both Cora and Naveen keep tabs on this market. Naveen will give some of his HIMSS impressions next week wherein he’ll focus specifically on patient engagement.

Waiting with bated breath for this market to take off is fraught with futility. Despite the quite vocal efforts of ONC to push patient engagement to the forefront, I still see most programs at healthcare institutions being funded by marketing departments. It is not about engagement, its about loyalty. Even HIMSS seems to recognize this as they had a number of screens scattered throughout the convention center that flashed four screens: 1) Healthy Patient, 2) Connected Patient, 3) Informed Patient, 4) Stronger Patient which left me wondering…

Where is the engaged patient?

Without engagement folks we are dead in the water for only an engaged patient will take the necessary steps to actively managed their health.

Wrap-up
HIMSS is what it is, a large conference that gathers just about everyone interested in the HIT market in one place. But in such a gathering, a significant amount of noise is created leaving one wondering: Does this conference provide real enlightenment and clarity to the market and the solutions therein, or does it just create greater confusion?

Reflecting on the conference and reviewing my notes for this post I find it is some of both, with a weighting towards noise and confusion. In the coming months, as we release our reports on HIEs, Analytics and later this year, those on population health and patient engagement, we intend to provide the clarity that all stakeholders need to have informed discussions and ultimately make informed decisions. That in a nutshell is the purpose of Chilmark and what guides us our research agenda.

 

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One Step Forward, Two Steps Back

mHealth12Be careful what you wish for sure did apply to this year’s mHealth Summit, which was held last week in Washington D.C. Of the some 4,000 in attendance, I was one of the 10% or was it even 1% of those present that have attended all four events in succession. It is with that perspective that I came away from this year’s mHealth Summit more disappointed than ever.

At previous mHealth Summits, I often bemoaned the lack of organization of the conference, the often bizarre exhibitors one would find (couple of years back one exhibitor, and I kid you not, was marketing herbal aphrodisiacs) and basic necessities one would find at virtually any event, breaks with coffee, maybe a snack here and there. This disorganized, but charming event was mHealth Alliance Summits of years past. Continue reading

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Top 5 Do’s & Don’ts for Speaking with Analysts at HIMSS

The big health IT industry confab HIMSS kicks off one week from today.  With some 28 briefings scheduled over 2.5 days, the Chilmark Research team will be extremely busy to say the least.  It is with that in mind that Chilmark has prepared the top 5 do’s and don’ts that all vendors need to keep in mind when briefing analysts to insure that these briefings are fruitful for both parties. (This post is as much for self-preservation as it is a public service.)

In the lead-up to HIMSS, Chilmark has been absolutely inundated with requests for meetings with vendors of all shapes and sizes.  How do we select who will meet with? Our selection criteria is pretty simple:

1) Is the HIT vendor providing a solution for which we are currently doing research (HIE market) or in the future (provider-based PHRs, mobile health apps, cloud computing in healthcare, clinical decision support, etc.).

2) Have we had fruitful, meaningful discussions with this vendor in the past?

This last point is particularly critical and played a major role in prompting this post (along with a meeting last week with an executive from PR firm Schwartz Communication, who also encouraged such a post).  There were numerous requests to meet with vendors we met with last year.  Those who gave horrific briefings last year were turned down. This post is dedicated to them in the hopes that they will change their analyst briefing strategy.

Top 5 Don’ts

1) Don’t give us a canned pitch. Not only is a canned pitch a waste of our precious time (and yours as well), canned pitches insult us, they insult our intelligence. Please save those for others less knowledgeable of the market.  Along with canned pitches, do not talk through Press Releases, ugh, we can read these on our flight home.

2) Don’t bother with PowerPoint. We only have at best 30min together, let’s not waste that time going through a series of PowerPoint slides – boring.  The other danger here is that analysts are bred to be cynics. When we see PowerPoint, first thing that comes into our heads – Vaporware! That is the last thing you want us thinking – Trust Me.

3) Don’t be obtrusive when we are talking to one of your customers. Let us have an unencumbered conversation with your customer which affords us the opportunity to drill down on the most critical issues/challenges as well as the significance of your solution in their organization.  Really quite annoying when a vendor is frequently interjecting themselves into a conversation. Please fade into background, you can clarify critical points later.

4) Don’t bad mouth your competition. Complete turn-off and also raises a red flag for that ever so cynical analyst leading him/her to think: Hmm, competition must be eating this company alive and they are struggling to remain relevant in the market.

5) Don’t forget to follow-up. Granted, not every briefing will be engaging, but that should not prevent you from following up after the show with analysts.  In that follow-up email, do reference specific conversation points and answering any questions that may have not been fully addressed during the show briefing.  Quite amazing how much this will assist you in your relationship(s) with analysts but also how infrequently it is done.  There were several briefing requests turned down this year due to lack of follow-up on their part after last year’s HIMSS.  Sloppy.

Top 5 Do’s

1) Do tell us about what you are seeing in the market. Sure, we”ll want to hear ever so briefly about your announcements at HIMSS, but more importantly, we want to hear about what YOU are seeing in the market and how your company is responding to market needs and challenges.  This puts your strategy in context for us. No you don’t have to be explicit, on your strategy that is, we can figure that out just fine on our own.  The more open and honest you are here will go a very long way to endearing your self in the analyst’s eyes.

2) Do have a couple of people involved in briefing from different disciplines (e.g., marketing, executive management, R&D). Too often, analyst briefings at events like HIMSS are seen as something similar to briefing the press with a press person and marketing executive present going through the motions.  Boring. Analysts want to understand your company at a far deeper level so leave the press bunny behind and bring in another senior exec from product development, management, etc.

3) Do keep conversation focused to one or two topics that are relevant to analyst and their research agenda. Remember, we only have about 20-25 minutes to work with once formal intros are done and we both want to get as much out of these briefing as humanly possible.  Focus discussion on one to two key points you want to get across as that is about all the time you’ll have.  Any more topics then that just get lost in the white noise of other activities.

4) Do introduce us to a customer or two. Analysts love talking to customers, ideally, not the ones that have been heavily coached by your marketing and sales team.  Do introduce us to a customer or two of yours that may also be attending HIMSS that we can talk to.  This need not take up our precious 30 minutes together, as an analyst can follow-up with customer.  And do take heed to Number 3 in the “Don’ts” above after making such an introduction.

5) Do ask us questions. Ideally, a briefing with an analyst is a conversation where both parties are asking questions of one another.  A good analyst (yes, there are many poor ones) has a unique perspective on the market that is actually a composite view of those conversations with numerous market players.  As I use to tell new analysts shortly after hiring: Think of yourself in the crow’s nest of a ship in the War of 1812.  You are not down on the deck in the heat of the action, you are removed from the intense excitement viewing the entire sea battle from your perch.  It is from that perch that you direct those below where to fire their cannons.  Use this time with the analyst to gain their perspective on the market and where you may need to point your cannons in the future.

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HIT Market White Hot

Doing some quick analysis of the healthcare IT market and have uncovered some 17 HIT software acquisitions since beginning of year.

Is this but a lead up to the big industry confab, HIMSS that begins in a few short weeks?

Certainly, the market is in desperate need of consolidation. Recent actions are likely but a small example of a trend that will accelerate over the next 12-18 months.

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CCHIT has a Seat at Table – for Now

Today, the HIT Policy Committee met once again, this time to hammer out what the term “certified EHR” means within the context of future ARRA reimbursements to physicians and hospitals.  Chilmark sat in on the discussions, here is our assessment of what transpired. (See yesterday’s post, below, as to why the Certification issue is critical.)

The Certification workgroup presented their refined recommendations today (these were first announced at the July 16th meeting), which were subsequently approved by the broader HIT Policy Committee.  Marc Probst of InterMountain Healthcare and co-chair of the workgroup led discussions which began with a high level list of five recommendations, (see slide below).  For simplicity, we will focus on these five recommendations in our discussions as they encapsulate the entire meeting and what was ultimately approved.

cert1

In Recommendation 1 the workgroup emphasized that certification criteria must be kept at a high level, (e.g., not specify how an alert would be presented, simply that one would be presented) criteria must directly link back to supporting the meaningful use criteria that were approved on July 16th. Th workgroup also emphasized that the creation of certification criteria must be the responsibility of HHS/ONC and not a third party such as CCHIT. (Note: CMS is now converting MU criteria into actual rules – and based on some comments today, it is not an easy task.  Creating certification criteria will be easier, but still a lot to add on to the plate of HHS who already has its hands full.)

But where the workgroup wants a lot of specificity is with interoperability suggesting that HHS/CMS develop certification criteria that is quite specific to insure interoperability between systems. With such tight time-frames and deadlines in place, this issue of interoperability could become one of the most challenging aspects of the whole HITECH Act, for underlying all three workgroups (Meaningful Use, Certification and HIEs) is interoperability.  But what is interoperability anyway?  Is it computable data? Is it transmittal and sharing of PDFs? Is it order sets, med lists, labs?

Looking back, the Meaningful Use matrix does provide some guidance as to what data is to be shared for care coordination, but that still does not eliminate the challenge of creating specific criteria for interoperability that can be readily certified and put into the market.  Also, it is important to note that certification for vendors may have to occur every two years (2011, 2013, 2015) in lock-step with the ever increasing requirements for meaningful use which itself calls for ever more complex data sets to be shared.

Recommendation 2 was pretty much a no brainer as ARRA legislation specifically calls for certain enhancements to security and privacy of medical records (audit trails, consent, etc.).   Here again the workgroup emphasized the need for HHS to get aggressive on establishing clear certification guidance on interoperability as it pertains to addressing security and privacy.

It was in Recommendation 3 that the workgroup suggested that HHS allow multiple certification organizations (not just CCHIT), to conduct certifications of EHR systems stating that this will help create a competitive market for such services and increase transparency into the certification process.  The workgroup also recommended that NIST establish and execute an accreditation process for certifying organizations.

While CCHIT has certainly been marginalized, they will still play an important role in the interim.  Right now there are no other certifying organizations, the market is being quite cautious in making any large EMR purchases awaiting to see what comes out of DC and this whole certification/accreditation development and meaningful use rule-making is going to take time.  What was proposed today is that CCHIT take the lead until at least October (it will more likely end up being well into Q1’10) for mapping meaningful use criteria, as defined in the matrix, to high level certification criteria and provide an interim certification for EHR systems.  Remember, this role of CCHIT is on an interim basis and NOT permanent, though others may want you to think differently (Note, Government Health IT is owned by HIMSS a strong advocate of CCHIT.)

The workgroup also wanted to acknowledge the investments that HIT vendors have already made to get CCHIT certified.  Thus, for those vendors with 2008 CCHIT certification, they need not go through a whole re-certification once guidelines are released, but simply be certified for any gaps that may exist between these two certification processes, with the latter focused on meaningful use.

For Recommendation 4 it appears that like CCHIT, the workgroup received a lot of feedback from Open Source advocates, those that developed their own solutions and smaller software companies that have developed EHR enabling modules.  Therefore, the workgroup followed CCHIT’s lead wih a similar strategy recommending that all systems be tested equally with same high level criteria, regardless of the source of the software. They also encouraged a “flexible certification process” that will account for non-traditional software sources (eg, the RYO camp) and that there be a process to certify distinct, meaningful use enabling modules (eg, eRx).  Chilmark thought CCHIT did a good job here and it is equally good to see the workgroup recommend the same.

Recommendation 5 ties back into what we discussed earlier with regards to the future role of CCHIT – there needs to be a transition phase to account for the time-lag between the need to begin certifying EHRs for market and the lengthy rule-making process for meaningful use.  The workgroup recommends adopting what certification criteria that exists today (obviously from CCHIT) that supports meaningful use and where there are no existing criteria, work to converge criteria to meaningful use rules through close internal collaborations within HHS.

This is where it is going to get a little tricky as both the meaningful use matirx is a bit vague and well certification criteria, that is even more vague.  How do we bring convergence for all this in a timely fashion so that physicians and hospitals can begin installing certified EHRs that provide them the capability to demonstrate meaningful use in order to get their 2011 reimbursement?   We’re not sure how to get there from here, but one thing is for sure, it will be a rocky road ahead.

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