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Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett, MEd Co-Director & Founder Natick, MA Mallory Cyr, BFA Youth Coordinator Health Care Policy Sabattus, ME 1

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Page 1: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Health Care Transition

Brown Bag Lunch Training Series: Transition Tips & Tools

to prepare for health care transition

June 3, 2009

HRTW

Patti Hackett, MEdCo-Director & Founder

Natick, MA

Mallory Cyr, BFAYouth Coordinator

Health Care Policy Sabattus, ME

1

Page 2: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Patti & Mal

• Ideas Speak too fast – tell me Patti

Have a question, ask it

• Promise: Agree Ah ha! Squirm Patti Disagree

WIIFM

Page 3: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

60 min – Making Changes to Make a Difference

Section 01: KNOWLEDGE, SKILLS, & ABILITIES• Essential skills to help families promote youth involvement in health

care decision making, reporting and health/wellness management.

Section 02: YOUTH INVOLVEMENT• Avoiding making children and youth invisible by doing all the work.

What does NO really say to child/youth and about their parents?

Section 03: PERSONAL ACTION• How to model this approach with the families you assist & tools to

help

3

Page 4: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

INTERACTIVE DISCUSSION

• Which ideas struck you?

WIIFM

Page 5: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

TAKE AWAY MESSAGES

• Key points

• Strategies to DO

WIIFM

Page 6: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Growing Up Readyto try new things!

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Page 7: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Growing Up: Completing college

7

Page 8: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Growing Up

and

are

Adults

Health & Wellness …. + Humor 8

Page 9: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Imagine the Possibilities….

9

Page 10: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

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Page 11: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

60 min – Making Changes to Make a Difference

Section 01: KNOWLEDGE, SKILLS, & ABILITIES

• Essential skills to help families promote youth involvement in health care decision making, reporting and health/wellness management.

• Launching Adults not raising children- importance of children/youth having a role in the family and their health issues.

HRTW TOOL: Changing Roles11

Page 12: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Health & Transitions: YOU & Your Child

• HANDOUT: Changing Roles

• Fears & Anxiety

• 1 new step at a time strategies

Carry & Present Health Insurance Card 1 2 3 4 5

YOU

YOUR CHILD

YOUR STUDENT

12

Page 13: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Health & Transitions: YOU & Your Child

• Fears & Anxiety

• 1 step at a time strategies

Youth knows & shares cultural practices that impact health treatments/services

1 2 3 4 5

YOU

YOUR CHILD

YOUR DOCTOR & OFFICE STAFF

Page 14: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Health & Transitions: YOU & Your Child

• Fears & Anxiety

• 1 step at a time strategies

Youth carries portable medical summary 1 2 3 4 5

YOU

YOUR CHILD

YOUR DOCTOR & OFFICE STAFF

Page 15: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Health & Transitions: YOU & Your Child

• Fears & Anxiety

• 1 step at a time strategies

Youth Calls and Makes Appts 1 2 3 4 5

YOU

YOUR CHILD

YOUR DOCTOR & OFFICE STAFF

Page 16: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Health & Transitions: YOU & Your Child

• Fears & Anxiety

• 1 step at a time strategies

Youth Co-signs Medical Treatment 1 2 3 4 5

YOU

YOUR CHILD

YOUR DOCTOR & OFFICE STAFF

Page 17: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Skills Before10

Before 18

• Carry and present insurance card X

• Know wellness baseline, Dx, Meds X X

• Make own Doctor appts X

• Call in Rx refills X

• Learning Choice X

• Decision making (assent to consent) X

• Prepare for Doc visit: 5 Qs X X

• Present Co-pay X X

• Assess: Insurance, SSI, VR X

• Gather disability documentation X17

Page 18: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

What are we What are we saying saying NONO to? to?

The opportunity to TRYThe opportunity to TRYTo fail, learn and to try againTo fail, learn and to try again

18

You can’t do it as well

as I can

I don’t want you

to get hurt.

Page 19: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

INTERACTIVE DISCUSSION

• Which ideas struck you?

WIIFM

Page 20: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

TAKE AWAY MESSAGES

• Key points - start the conversation - remember WHO is the system for?

• Strategies to DO WIIFM

Page 21: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

60 min – Making Changes to Make a Difference

Section 02: YOUTH INVOLVEMENT• Avoiding making children and youth invisible by doing all

the work. What does NO really say to child/youth and about their parents?

HRTW TOOLS:• HRTW Tool: Portable medical summary• HRTW Tips: 15 min or less Doctor Visit• Template & Sample - RX tracking• Concise reporting- documentation of supports needed• Sample - checklist for travel, medical/support needs

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Page 22: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

FAMILIES: Prepare for Changing Roles

• Self-Differentiation is a progressive, internal

interplay between autonomy (separation)

and connection (togetherness) while progressing

toward developing and known goals.

SOURCE: http://rodesmith.com/2006/03/25/bowen-differentiation/22

Page 23: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

TOOL: Promote Individual

• Families - protective

• Children / Youth - being visible - community aware

*** be in charge of something

Simple Acts …..BIG Returns

Role in the family

- Grocery Store

- Nightly Charge Wheelchair

- Get Family Mail /sorting

- Medications – pill box

- 3 indicators on Rx bottle

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Page 24: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

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Page 25: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Handout: Portable Medical Summary

Carry in your wallet

Good Days

- Cheat Sheet: Use as a reference tool

- Accurate medical history - Correct contact #s- Document disability

Health Crisis

- Expedite EMS transport & ER/ED care

- Paper talks when you can not 25

Page 26: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

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Page 27: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

The Ultimate Outcome: Transition to Adulthood !

What You Can Do Now!

Health Records

Preparing for the 15 minute or less, Doctor Visit: YES it can be done with practice!

MethodsPROBLEM

- Keep copies: test results, health visits receipts.- Request copies: hospital discharge summaries.- File: medical records- Share file with the Doctor when needed.

GET THE DATE AND TIME THAT WORKS FOR YOU

Know your schedule before making an appointment. Check for conflicts with school events, community activities, family functions and work schedules.

GATHER THE PAPERWORK

• Have there been tests done since the last visit? - Bring copies with you. - Change in insurance, call in info before the appt. • Make copies of the insurance card. - Every family member has and carries his/her own insurance card. (yes, children/youth too!) • Update your portable medical summary.

KNOW THE HOURS AND POLICIES

Yes, sometimes it is a matter of timing. Avoid calling the Doctor’s Office on Mondays and Fridays. Know who to call, or where to go when there is an urgent issue or an emergency. In the hospital, learn when shift change occurs and do not go to the nurses’ station 30 min before or after the shift begins (they need prep time).

GIVE A CONCISE MEDICAL REPORT

Practice what you want to say before the day of the appointment. Use the 5 Qs and Multi-System Medical History Tools to help you identify what you consider to be a priority. It may require another office visit. This is partly due to time limits for office appointments and may also be due to what your insurance will pay for in one visit.

Day of the Appointment 1 2 31. BE ON TIME. Call ahead to see if the Doc is running late.2. DRESS COMFORTABLE: clothes that are easy to take off3. BRING: insurance card, medical reports, questions to ask (write them down), money or a check for the co-pay and your calendar schedule to book next appointment.

1. Know Your Health & Wellness Baseline

• How does your body feel on a good day?

• What is your typical body temperature, respiration count, elimination habits plus skin quality?

• Recognize signs, symptoms of when you are getting sick and take action (have a plan!).

2. Create 1 page Portable Medical Summary

• Reference tool to provide accurate medical history

• Emergency Info and contact numbers

• Carry in your wallet, share with love ones & trusted others

3. Teach Skills EARLY!

• HOW TO LIVE HEALTHY & WELL with chronic health issues and disability. Survive & Thrive!

• INCREASE CHILD/YOUTH INVOLVEMENT Ask 5 questions at each visit, co-sign treatment plans

(assent). Call for appointments and Rx refills.

• GIVE CONCISE MEDICAL REPORT Give brief overviews about health status and needs. Know the emergency plan when health changes.

4. Getting Ready to Move On

• PREPARE FOR THE DIFFERENCE - Understand the difference in the way health care services are provided by pediatricians and by adult health care providers.

• ASK OTHERS – Ask health allies and other families for names of physicians who have the skills and expertise needed, and who may match styles in co-managing health care.

• INTERVIEW- Encourage youth to check out new physician, the practice and hospital before the official transfer.

• HEALTH INSURANCE PLAN. Before age 18-check the plan. Many states have extended coverage for adult disabled dependent child.

www.hrtw.org

We provide information and connections to health and transition expertise nationwide – from those in the know, doing the work and living it!

This website focuses on understanding systems, access to quality health care, and increasing the involvement of youth. It also includes provider preparation plus tools and resources needed to make more informed choices!

Before the Appointment

Health Surrogate

- Yearly talk with your family or trusted friends about what health care treatments you want and do not want.

- Legally identify WHO you want to speak on your behalf when you are unable to.

Page 28: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

NAME:  Insert/affix picture

AGE: DOB: XX-XX-XXXXHEIGHT: WEIGHT: HOME PH: CELL: ADDEMAIL: ADDRESS: Name(s) of Custodial Parent: ___ N/AGuardian: ___ Y ___ N Limited Guardian: ___ Y ___ N

Who filled in this form? Check all that apply. ___ Patient/Consumer ___ Parent ___Other family member___Guardian ___Other, specify 

Page 29: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

ADL Area - Skill Level Description and Medical Supports and Needs ADD Medicaid Regulation Bed Mobility: FIRST NAMElevel of functioning___Independent___Needs assistance___Able to direct others___Unable to perform How person moves to and from lying position, turns side to side, and positions body while in bed;

Sufficient mobility to move into or out of a bed, chair, or wheelchair, or to move from place to place, whether by walking, using a wheelchair or by other means.  5 – 10 minutes

Page 30: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

FORM: Tracking Poly Pharm Patient: ADD NAME DOB: ??/??/??ALLERGIES: list

Reason Rx # Drug Dose 30 day Copay 90 day Copay Last Next Left Rx renewal

health issue

Add # Add name

Add dose

Add amount

Add amount

Add date

Add date

Add date

Add date

PHARMACY ONLINE: ADD NAME

ADD PH URL USER NAME: PASSWORD:

LOCAL: ADD NAME

ADD PH ADD ADDRESS

Page 31: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Reason Rx #

Drug

Dose

90 day copay

30 day copay

Last

Next

LeftRx renew

Depression

#082670254717

Effexor XR - 75mg

AM 3x1

$30.00 ----- 09/23/08

??? 01 12/12/08

Bipolar#1998367-01157

Lithium - 300 mg

AM 1x1 PM 2x1

----- $ 15.00

10/10/08

??? -0- NEED Month

ly

ADD#2003796-01157

Vyvanse - 40 mg

AM 1x1

----- $ 30.00

11/13/08

12/13/08

-0- NEED Month

ly

Thyroid# ADD Levoxyl

- .125 mg

Oppodays

----- $ ADD ?11/14/08

?12/14

/08

?? ???

# ADD Levoxy l - .137 mg

Oppodays

----- $ ADD ?11/14/08

?? ?? ??

Page 32: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

END OF MONTH PILL COUNT

Rx # Pill Count -- Surplus as of xx/xx/08Effexor XR 75 mg 291995288-01157

30 Suspect improper daily dosage Surplus in two Rx bottles, last refill dated 9/23 @ 90 day supply/40 days remaining x 3=120082670254717 119

Lithium 300 mg 1051998367-01157 90 Suspect improper daily dosage

Q>Rx refill date was 11/10/08-no evidence of refill, surplus in Rx bottle 10/10/08Q>Rx states AM 1 x 1, PM 2 x 1, patient says he has been instructed to take 3 in AM, which is right?

1982471-01157 011985986-01157 14

Vyvanse 40 mg - 0-2003796-1157

previous refill 10/22/08, recent refill 11/13/08Suspect overuse of daily dosage, giving it away or selling it??-Why did he run out this month 11 days beforehand-Why did Pharm refill 11 days beforehand?

Q>Any contradictions with taking No-Doze? Unable to monitor intake, but spent wrappers indicate daily ? use of multiple doses?

Page 33: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

TRAVEL SUPPLY LIST - 30 DAYSVendor/

Supply # Item PACK Notes/Comments

ESSENTIALS

Pulmonetic – Notebook – Repairs and Working Info

01

Wheelchair battery charger

01

Allegiance 21211

Gloves No Powder /Latex Free- suction/urine cath)

150 Roll in group of 10s

NPB-40 DME - Pulse Stat - sensors ID G00854587

01 extra batteries

Flashlight 03 extra batteries

thermometer 01stethoscope 01Electrical Surge Strips

02

RX - all & herbs + butt cream -

BRING LIST AND #s

Page 34: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

INTERACTIVE DISCUSSION

• Which ideas struck you?

WIIFM

Page 35: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

TAKE AWAY MESSAGES

• Key points - teach though tip sheets - checklists reduce forgetting

• Strategies to DO WIIFM

Page 36: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

60 min – Making Changes to Make a Difference

Section 03: PERSONAL ACTION

• How to model this approach with the families you assist & tools to help

HRTW TOOLS:• Health & life Qs to Ask• 8 Steps To Thriving• Postcard -- in 1 week, 1 month, 3 months declaring what to do

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Page 37: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

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Key Areas for Transition Planning – How does health affect/impact ……

Employment and job training

Post-secondary experiences/ education

Independent/home living

Community Life

Leisure and Recreation

Wellness Baseline

Page 38: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

EASY: Things to Do by Next Tuesday

HRTW 8 TIPS: Thriving Health & Wellness

1. Paying for health care: Carry your Health Insurance Card in your wallet

2 Who to Call? Put “ICE” contacts in your cell phone (in case of emergency)

3. Staying Well: Make an appointment with your primary physician for your annual well visit. Review the Screening Guidelines to see what tests you may need to schedule this year.

4. Health & Wellness Baseline: write down your typical body temperature, respiration rate, nail color, elimination habits.

Page 39: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

TAKES TIME: Start by next month

5. Health Information at your finger tips.Create a one page portable medical summary. This is a record of your health issues, medications (prescriptions, over the counter and herbs), test results, contact information of providers, list of hospitalizations and other information that maybe asked during routine doctor visits and also during emergency care.

6. Your Health Insurance Plan: Check out the website for your health insurance plan. Read over the “benefit package.” Learn what services are covered, what is excluded. Find the forms you need to submit claims.

7. Find Mentors: Identify people who knows how to make the health care system work easier less stressful for such as” how to get bills paid and who can teach you how to prepare paperwork for insurance claims, program eligibility (SSI, VR).

Page 40: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

HARD DECISIONS: Due by ThanksgivingBest made during non-stressful times.

8. Advance Directives:

Who have you named to be your health care decision maker in the event you are unable to make decisions for yourself? – AND – what treatments do you want or do not want in the event you are in a serious health crisis?

Page 41: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

Action Plan I Did It!

7 days - Step 1:In one week I will commit to do……

30 days - Step 2:By next month I will commit to do……

90 days - Step 3: In three months I will commit to do……

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Page 42: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

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Page 43: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

INTERACTIVE DISCUSSION

• Which ideas struck you?

WIIFM

Page 44: Health Care Transition Brown Bag Lunch Training Series: Transition Tips & Tools to prepare for health care transition June 3, 2009 HRTW Patti Hackett,

What are we saying NO to? What are we saying NO to? 44

DO or NOT DO, there is no “try”.

Jedi Master Yoda