In 2020, system leadership tasked the UC Davis Health population health and transitions of care team to improve the experience for complex patients as well as their accountable care contract performance.
Not an easy feat for one of California’s largest academic health systems.
But Dr. Reshma Gupta, MD, chief, population health and accountable care, gathered her team — who she likens to “a small, but nimble and mighty think tank” — to figure out how to best strategize the work ahead, beginning with a gap analysis.
“We wanted to understand how we should bring more clarity to our patient focus — identifying those at highest risk and need — and also how to address care from a staffing perspective,” Dr. Gupta said. “While we had some great pockets of teams doing some of this work throughout the system, we needed to align on standardization, practice, scope and workflow processes so we could work as a unified force.”
Understanding patient needs
The first step was developing a standardized definition of care management across the system. It sounds basic but was key.
“There are almost 20 different terms we use across the organization such as ‘case management,’ ‘care coordination’ and ‘patient navigation,’” said Vanessa McElroy, director of care transitions and populations health care management. “It was important that everyone from executive leadership to department leaders to staff understood the terminology and how care management oversees the entire continuum of patient care and not just a segmented coordination.”
Secondly, they built a care management framework based on clinical acuity and the risk of future acute care utilization to help identify the highest-risk patients and rising risk populations. It’s important to understand both the immediate clinical needs of patients and their risk of future acute care hospitalization as part of their case management framework.
“This nuanced approach allows for a more effective delivery of care management,” McElroy said.
They then implemented tech-enabled, operation and clinical care pathways across the system.
A care management-focused module in their EMR scopes the tasks needed day-to-day for patient care based on inclusion criteria that triggers patient concerns. One of those criteria is a risk model that UC Davis developed using machine learning, which has been successful in predicting future avoidable ED and hospital visits up to 12 months ahead, using a cutoff of 60% for that risk score.
“We use those criteria along with prior utilization in the ED or hospital over the past year and social determinants of health screenings to prioritize the patients,” said Georgia McGlynn, manager, population heath and accountable care. “Additionally, the technology provides a centralized view of the care plan in one place, so care managers know what needs to be done without duplicating the work.”
Care management redesign
In 2021, the team rolled out the first phases of their care management redesign through a series of programs — some existing that were revamped and some new — targeted toward their different risk levels of patients. Their 2024 outcomes speak volumes: 28% lower hospitalization rates in their primary care management program; 33% fewer ICU days through their chronic condition care management program; and 69% of patients with an individual care plan through the multi-visit patients program had reduced visits.
“It’s important to create a vision of care management that doesn’t just occur in primary care or discharge planning in the hospital,” Dr. Gupta said. “If you don’t bridge across the silos, you're never going to reach value-based care.”
Education and retraining were core to the care management model redesign. They worked with interdisciplinary teams across care settings from operations, nursing and pharmacy to social work and the discharge unit.
“We created a team-based model that focuses on care management versus care coordination,” McElroy said, adding that gaining buy-in for change was difficult at times, but the system’s overall culture has boosted making the change possible.
Not only has workplace culture improved, but the care management redesign creates capacity for patients who need hospital care, and the programs build an infrastructure that supports taking on more risk in the future.
“I’m really proud of where we’ve put the gas on the pedal to create results,” Dr. Gupta said. “We’re improving care management with a focus on patients with advanced illness and psychosocial needs, organizing and partnering with multidisciplinary teams, and thinking upstream to address patient social needs.”
UC Davis Health programs and outcomes
Primary care management
Adult primary care patients with an ED or hospital visit in the past year, and who are at 60% or greater risk of being seen in the hospital or the ED again within the next year.
- 17% lower ED visits
- 28% lower hospitalization
- 13% fewer ICU days compared to baseline utilization
Chronic condition care management
Adult patients with chronic kidney disease, COPD/ asthma, heart failure, dementia and cancer, ED or hospital visit in the past year, and 60% or greater risk of being seen in the hospital or the ED again.
- 30% lower ED visits
- 47% lower hospitalization
- 33% fewer ICU days
- 1.2 days LOS reduction
Health navigators
Provides discharged patients follow-up care (PCP and ambulatory care around SDOH and case management).
- Clinical team no longer perform these tasks
- Navigators are integrated as part of the standard care delivery
- Achieved the top Vizient benchmark for 7-day follow-up for high-risk patients
- 60% of care coordination post ED/in patient hospitalization are with external facilities
Multi-visit patients
Patients with four or more ED encounters in the last 90 days; four or more hospital admissions in the last 12 months.
- 69% of patients with an individual care plan had reduced visits
- 3,824 visits avoided
- Reductions sustained beyond 12 months
Post-discharge clinic
High-risk patients needing 7-day follow-up care post-IP or ED visits; patients with two or more ED visits or inpatient hospitalization in the last 12 months; primary care patient needing same-day appointment (scheduled by nurse triage team).
- 27% lower 30-day ED revisits
- 24.2% lower 30-days inpatient rehospitalization
- 34.6% of visits are telemedicine
- 73.1% of the target population are non-UCD affiliated
Dr. Reshma Gupta, MD, chief, population health and accountable care, and her team shared their care management redesign journey in a presentation, “Bridging the Care Management Gap and Cutting Costs: A Systemwide Strategy,” at the 2024 Vizient Connections Summit. Here are a few highlights:
Challenges:
- Taxonomy across the organization with varying meaning and scope of care management
- Lack of standardization in practice, scope and workflow
- Lack of alignment of communication standards resulting in process deficiencies
- Lack of risk stratification and standardized care model that resulted in fragmented results
Redesign journey
- Creation of an integrated model of care management and care coordination to bolster program development and emphasize quality and safety
- Led the movement away from a medical or tertiary model approach involving episodic care focused upon acute health problems to a model that is designed for the continuum of care management and coordination services
- With on-the-ground experience in care management and expertise in national care management models, they began with a systemwide mapping of care management functions and national best practices (including site visits).
- Co-defined the mission of their care management program: “We partner with patients, providers, payers and communities to provide measurable, efficient, equitable, high-quality care through results-driven care management, actionable data, tech-enabled tools and evidence-based practice.”
Key takeaways
- Be willing to imagine your health system structure as if you could build up care management from scratch with a lens of stewardship.
- Map out silos and where this work is occurring, even if it’s not called “care management.”
- Be open to making mistakes and walking into the politics of breaking down silos — which sometimes requires leadership change.
- Make a deep investment in quality assurance to make sure staff are consistently executing on workflows.