PROGRESS REPORT
to the
MICHIGAN DEPARTMENT OF COMMUNITY HEALTH

DECEMBER 1, 1998

THE UNIVERSITY OF MICHIGAN HEALTH SYSTEM
MEDICAID MANAGED CARE GME PROJECT

Project Structure

The Project is structured as a set of educational programs sponsored by four primary care departments – Geriatrics (Internal Medicine), Pediatrics, Obstetrics/Gynecology, and Family Medicine. Leadership from each department forms the Project Core, which directs and coordinates curriculum development, implementation, and evaluation.

Core Activities

The most important activity of the Project Core during the period September 1 through December 1, 1998 has been the development and dissemination of a uniform set of learning objectives and evaluation instruments covering several key competencies in managed care. These curricular components will be administered within each clinical department in a centralized fashion (e.g. noon lectures, seminars) rather than to individual residents during monthly rotations. Competencies chosen for central development (rather than development within each clinical department) are those that apply to all primary care disciplines, and that emphasize issues most closely related to the organization, financing, and delivery of health care under managed care. Other components of the curriculum, described under the section on rotation-specific activities, are being developed within individual departments and implemented within monthly rotations.

Based on the resource paper, Preparing Learners for Practice in a Managed Care Environment (Council on Graduate Medical Education, September 1997), the centrally developed curriculum includes four components – Health Systems Finance and Organization, Practice Organization, Quality Improvement and Measurement, and Systems of Care. For each of the four curricular components, specific, measurable learning objectives and parallel written evaluation items have been constructed. The Health Systems Finance and Organization component encompasses the macro-economics of managed care, including definitions of basic concepts in managed care and key features of Medicaid managed care. The Practice Organization component is geared toward the relationship with a managed care organization from a practicing physician’s point of view, encompassing the different organizational models and financial arrangements available. The Quality Improvement and Measurement component focuses on NCQA, HEDIS measures, utilization review, and clinical guidelines. Defining the team - whether it is the different types of health care systems or the different patient "populations" with which a physician works - is the focus of the Systems of Care component. In addition to managed care content, material unique to Medicaid and Medicare has been incorporated into the components to provide learners with appropriate information in preparation for their community-based rotation experiences.

Required reading material has been identified for the centrally developed curriculum and includes the following:

The Physician’s Study Guide on Managed Care. Module 1: The key principles and definitions in managed care. Module 4: Medicare and Medicaid in a managed care environment. (D. Nash).
Preparing for Medical Practice Made Ridiculously Simple. (D. Lichtstein).
Handout describing alternative organizational models under managed care.
M-Care HEDIS Annual Summary, UMHS HEDIS Summary, UMHS System-wide Performance Reports, UMHS Practice-specific Performance Reports.

Since the inception of the grant, the Core has identified the need for a cognitive evaluation tool to assess learners’ comprehension and retention with respect to Medicaid managed care curricula. Our search for such an instrument at other institutions revealed that relatively little has been developed or validated in this area. Consequently, during the past few months our efforts have culminated in the development of our own cognitive assessment tool to be administered centrally within each department. With input from local item-writing experts, the present format (primarily extending matching) was constructed to correspond with the preferred format of the National Board of Medical Examiners. Sections of the exam mirror the four managed care components mentioned above, including items relevant to Medicaid. Within the Core, a discussion continues pertaining to the use of the outcomes of the cognitive measures, and whether they will be for the purpose of research, program evaluation, or reports.

The teaching platform for delivering the materials, resources, and evaluation instrument associated with these four components will be central (rather than within rotations) within each of the departments. For example, the residency-wide educational venue for Internal Medicine residents will be in the Preparation for Practice seminars – a series of six seminars taking place in the third year of residency. Dr. Brent Williams conducts these lectures, and will be incorporating the Medicaid managed care learning objectives into the curriculum. Family Medicine is formalizing plans to implement these components into its Wednesday morning conferences, integrating the managed care learning objectives into lectures on related topics. Pediatrics is in the process of obtaining consensus on where and by whom the material will be presented, with expectations of securing some of the noon conference time slots. Ob/Gyne is still formulating plans, and is considering the Wednesday afternoon Department Core lecture series.

Rotation-specific Activities

For other Medicaid managed care competencies such as Team-building, Use of Community Resources, and Physician-Patient Relationship, much of the learning is derived from residents’ experiences in the field. Consequently, each department continues to develop community-based learning experiences within specific rotations to enhance the learners’ acquisition of these competencies.

Geriatrics: To date, Geriatrics has trained 4 residents, as well as several pharmacy, nursing, and social work students, in its Managing High Risk Elderly People in Community-Based Settings sequence. On Wednesday afternoons, learners meet for a didactic interdisciplinary training session, with one of the following four topics presented each week: Health Systems - Medicaid Managed Care, Comprehensive Geriatric Assessment, Case Management, and Dementia – a Multidisciplinary Management Plan. On Monday afternoons, learners participate in the following community-based activities once each month: visiting a patient receiving home health services with a visiting nurse or social worker; presenting an educational session on a relevant geriatric topic to a group of older adults in a congregate living setting; conducting a functional assessment of an older adult with dementia living in a nursing home facility; and conducting a functional assessment of an adult living in an adult foster care home or assisted living facility to determine the appropriate level of care needed. Once a month, learners visit M-Care to meet with a clinical pharmacist to discuss management of drug benefits, and a physician to discuss cost utilization reports for Medicaid patients, as well as financial and ethical issues. Teaching materials for Monday and Wednesday afternoons are being compiled into a bound notebook for dissemination to learners.

Pediatrics: Pediatrics has made progress in crystallizing Medicaid managed care enhancements in four of its rotations. As part of the Newborn Care Rotation, residents will now assist a visiting nurse on an early-discharge neonatal home visit to gain experience in conducting environmental assessments, as well as educational assessments regarding parenting needs. During the Community Pediatrics Rotation, residents now split their time between patient care visits at a practice site committed to the care of children who are medically underserved (e.g. The Corner Health Center), and community agency visits to organizations providing health care and family support to underserved families (e.g. WIC, Washtenaw County Health Department). As part of the Intern Primary Care month, where first year residents spend a month assigned to a primary care practice site, two additional modules have been added to help residents focus on Medicaid and managed care issues. One module is an experience at The Corner Health Center, where residents spend time with personnel who support patient care activities and/or provide community outreach – including social workers, the Theater Troupe, and nurses helping patients with health insurance eligibility. The second module is a half-day experience at the Coagulation Clinic, a subspecialty hematology clinic that serves as an excellent example of managed care use of subspecialty expertise. During the Pulmonary Medicine, Allergy and Immunology Rotation, a new Asthma Management in the Community sequence is being developed, in which residents will participate in asthma primary prevention strategies, including community-based education projects.

Family Medicine: Family Medicine continues to develop its newly created Community Medicine Rotation, comprised of two sequences: Care of Young Families Headed by Low-Income Adolescents, and Care of the Elderly in a Community Setting. Dr. Lourdes Velez has replaced Dr. Toni Cutson as the faculty member training residents in the Geriatrics component of Medicaid managed care. The weekly schedule of the community-based rotation is designed as follows:

Monday

Tuesday

Wednesday

Thursday

Friday

The Corner Health Center

Continuity Clinic

Conferences

Continuity Clinic

Nursing Home visits

The Corner Health Center

The Corner Health Center

Nursing Home visits

Middle School Clinic

Public Health visits

Obstetrics/Gynecology: Ob/Gyne plans to pilot its Managed Care and Community Medicine in Obstetrics sequence in April 1999. Home visits, community education activities, community agency service work, and M-Care visits will all be incorporated into the new sequence, as well as coordinating with Pediatrics on a breastfeeding education program.

Attitude Survey

Each of the departments will individually handle the administration of the Attitude Survey. Internal Medicine has temporarily postponed administering the Attitude Survey, due to the fact that another faculty member is conducting a research project involving the dissemination of a similar survey. Pediatrics has placed the Attitude Survey on its Website, and will begin requesting residents to submit answers as soon as administrative technicalities are resolved.

Next Steps

Administer the Attitude Survey within all departments during academic year 1998-99
Solidify the teaching venue for the four centrally developed components of the curriculum
Disseminate teaching materials to the departments for central delivery
Develop experiential programs to expose learners to the mechanics of managed care organizations (e.g. residents of all departments to visit MCARE)
Revise and pilot the cognitive evaluation instrument

Projected Activities

Develop a Website for Managed Care Education
Explore the idea of coordinating some activities with the Department of Psychiatry’s Washtenaw Integrated Project, which involves the integration of mental health and substance abuse services across the county for the Medicaid and indigent populations
Visit another institution (e.g. Harvard Pilgrim) which has a well-developed managed care curriculum and strong managed care penetration in residents’ practice sites

Barriers

A limited number of faculty members with in-depth expertise in the organization and finance of health care delivery under managed care are available to develop and deliver key aspects of the curriculum. We are addressing this issue by centralizing the curriculum components which are strong in managed care principles and which lend themselves to a didactic delivery mechanism. Also, we are experiencing limitations due to the lack of some aspects of managed care practices being present at our rotation sites – namely, the distribution of HEDIS reports and the existence of ongoing quality improvement projects. We are addressing this barrier through the development of mock reports from M-Care, and the development of written exercises and site visits to selected M-Care administrative offices by residents in each of the departments.

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