implementing integrated care outline€¦ · dr. denis roy, professor, université laval many...

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Master Class – Implementing Integrated Care By: Dr. Walter Wodchis, Associate Professor, Institute of Health Policy, Management and Evaluation at the University of Toronto Dr. Ross Baker, Professor, Institute of Health Policy, Management and Evaluation, University of Toronto Dr. Frances Morton-Chang, Postdoctoral Fellow, University of Toronto Ms. Jodeme Goldhar, Chief Strategy Officer, Strategy and Planning, Community Care Access Centre Dr. Carolyn Steele Gray, Scientist, Research and Innovation, Lunenfeld-Tanenbaum Research Institute, Bridgepoint Collaboratory Dr. Kerry Kuluski, Investigator, Lunenfeld-Tanenbaum Research Institute, Sinai Health System Dr. Jay Shaw, Physiotherapist and Scientist, Institute for Health System Solutions and Virtual Care, Women’s College Hospital’s Dr. Jenna Evans, Staff Scientist, Enhanced Program Evaluation Unit, Cancer Care Ontario Dr. Agnes Grudniewicz, Assistant Professor, Telfer School of Management, University of Ottawa Dr. Mylaine Breton, Assistant Professor, Université de Sherbrooke Dr. Jean Louis Denis, Professor, l’ÉNAP, Department of Administration, Université de Montréal Dr. Yves Couturier, Professor, School of Social Work, Université de Sherbrooke Dr. Denis Roy, Professor, Université Laval Many healthcare providers, organizations, and policy-makers are keen to work together with older adults with complex health conditions to implement integrated care programmes to meet patients’ functional and health care needs. This master class is offered to those who seek to understand effective approaches to implement integrated care programmes. Presenters have studied integrated care internationally and have most recently conducted extensive case studies of the implementation of integrated care in Quebec, Ontario and New Zealand as part of the implementing Integrated Care for Older Adults with Complex Health needs (ICOACH) program. This master class will provide an interactive learning opportunity for researchers, policy-makers, organizations, providers, and patients to assess their own environments vis-à-vis key factors that we have learned are essential to effective implementation, scale and spread of integrated care initiatives. Integrated care programs cannot operate in isolation and the direct consideration of context including funding and policy, organizational values and leadership, inter-organisational and inter-sectoral relationships will be discussed with suggestions for how to measure and implement these mechanisms. Our studies have also reinforced the importance of patient-centred care and how this is operationalized among successful programs including both patients and informal caregivers. Key approaches to implementation of policies, organisational and inter-organisational structures and practices as well as provider activities and engagement will be examined. How these activities are implemented variously across different programs will also be presented. Participants will have the opportunity to learn and use some of the key tools emerging from the research in active and engaging sessions. The master class will include specific sessions and activities that include: 1. Policy, financing and regulatory considerations; 2. Organisational assessment and identification of strengths and gaps; 3. Provider engagement strategies and varied approaches to organizing teams and models of delivery with and across non-traditional sub-systems; and 4. Approaches to involving patients and caregivers in the development, implementation and evaluation of integrated care programmes. In each session, participants will learn of key features from international research; engage in self-assessment and small-group discussions; and engage in open discussion forums. The master class will be relevant and useful to policy-makers, organizational leaders, providers,

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MasterClass–ImplementingIntegratedCareBy:Dr.WalterWodchis,AssociateProfessor,InstituteofHealthPolicy,ManagementandEvaluationattheUniversityofTorontoDr.RossBaker,Professor,InstituteofHealthPolicy,ManagementandEvaluation,UniversityofTorontoDr.FrancesMorton-Chang,PostdoctoralFellow,UniversityofTorontoMs.JodemeGoldhar,ChiefStrategyOfficer,StrategyandPlanning,CommunityCareAccessCentreDr.CarolynSteeleGray,Scientist,ResearchandInnovation,Lunenfeld-TanenbaumResearchInstitute,BridgepointCollaboratoryDr.KerryKuluski,Investigator,Lunenfeld-TanenbaumResearchInstitute,SinaiHealthSystemDr.JayShaw,PhysiotherapistandScientist,InstituteforHealthSystemSolutionsandVirtualCare,Women’sCollegeHospital’sDr.JennaEvans,StaffScientist,EnhancedProgramEvaluationUnit,CancerCareOntarioDr.AgnesGrudniewicz,AssistantProfessor,TelferSchoolofManagement,UniversityofOttawaDr.MylaineBreton,AssistantProfessor,UniversitédeSherbrookeDr.JeanLouisDenis,Professor,l’ÉNAP,DepartmentofAdministration,UniversitédeMontréalDr.YvesCouturier,Professor,SchoolofSocialWork,UniversitédeSherbrookeDr.DenisRoy,Professor,UniversitéLavalManyhealthcareproviders,organizations,andpolicy-makersarekeentoworktogetherwitholderadultswithcomplexhealthconditionstoimplementintegratedcareprogrammestomeetpatients’functionalandhealthcareneeds.Thismasterclassisofferedtothosewhoseektounderstandeffectiveapproachestoimplementintegratedcareprogrammes.PresentershavestudiedintegratedcareinternationallyandhavemostrecentlyconductedextensivecasestudiesoftheimplementationofintegratedcareinQuebec,OntarioandNewZealandaspartoftheimplementingIntegratedCareforOlderAdultswithComplexHealthneeds(ICOACH)program.Thismasterclasswillprovideaninteractivelearningopportunityforresearchers,policy-makers,organizations,providers,andpatientstoassesstheirownenvironmentsvis-à-viskeyfactorsthatwehavelearnedareessentialtoeffectiveimplementation,scaleandspreadofintegratedcareinitiatives.Integratedcareprogramscannotoperateinisolationandthedirectconsiderationofcontextincludingfundingandpolicy,organizationalvaluesandleadership,inter-organisationalandinter-sectoralrelationshipswillbediscussedwithsuggestionsforhowtomeasureandimplementthesemechanisms.Ourstudieshavealsoreinforcedtheimportanceofpatient-centredcareandhowthisisoperationalizedamongsuccessfulprogramsincludingbothpatientsandinformalcaregivers.Keyapproachestoimplementationofpolicies,organisationalandinter-organisationalstructuresandpracticesaswellasprovideractivitiesandengagementwillbeexamined.Howtheseactivitiesareimplementedvariouslyacrossdifferentprogramswillalsobepresented.Participantswillhavetheopportunitytolearnandusesomeofthekeytoolsemergingfromtheresearchinactiveandengagingsessions.Themasterclasswillincludespecificsessionsandactivitiesthatinclude:1.Policy,financingandregulatoryconsiderations;2.Organisationalassessmentandidentificationofstrengthsandgaps;3.Providerengagementstrategiesandvariedapproachestoorganizingteamsandmodelsofdeliverywithandacrossnon-traditionalsub-systems;and4.Approachestoinvolvingpatientsandcaregiversinthedevelopment,implementationandevaluationofintegratedcareprogrammes.Ineachsession,participantswilllearnofkeyfeaturesfrominternationalresearch;engageinself-assessmentandsmall-groupdiscussions;andengageinopendiscussionforums.Themasterclasswillberelevantandusefultopolicy-makers,organizationalleaders,providers,

individualsandorganisationsrepresentingpatientsandcaregiversaswellasresearchersseekingtounderstandevaluationconsiderationsforintegratedcare.ThroughouttheMasterClass,participantswilllearnfromeachotheraboutdifferentpolicyandorganisationalenvironmentsandvariedapproachestoimplementingintegratedcare.

MasterClassObjectives:

• Tosummarizetheinternationalcontextforintegratingcareforolderadults.• Tosummarizehowselectedinternationaljurisdictionshavepursuedpoliciestosupport

communityandprimarycareservicesingeneralandspecificallyintegratedcareforolderadults.• Tointroduceaframeworktounderstandkeyorganisationalfactorssuchasleadershipand

‘readiness’forimplementingintegratedcare.• Tounderstandhow“mechanisms”forintegratingcareplayakeyroleinthesuccessof

implementingmodelsofintegratedcare.• Tounderstandthecentralityofpatient-centerednessinhowwedesignanddeliverintegrated

modelsofcareandhowthishasbeenimplementedinvariouscontexts.

PresenterBiographies

Dr.WalterWodchis,AssociateProfessor,InstituteofHealthPolicy,ManagementandEvaluationattheUniversityofToronto

Dr.WalterWodchisisAssociateProfessorattheInstituteofHealthPolicy,ManagementandEvaluationattheUniversityofToronto.HeisalsoaResearchScientistattheTorontoRehabilitationInstituteandanAdjunctScientistattheInstituteforClinicalEvaluativeSciences.Heisco-leadforiCOACH(implementingIntegratedCareforOlderAdultswithComplexHealthNeeds).Hehaspreviouslyleadcasestudiesofintegratedcarein7countries.Theseprogramshavedevelopedfoundationalknowledgeonthe

characteristicsofintegratedcareprogramsbutalsoontheconditionsforimplementingintegratedcare.Dr.WodchisisthePrincipalInvestigatorfortheHealthSystemPerformanceResearchNetworkfocusedonevaluatinghealthsystemperformanceandinterventionsthatimproveintegrationofcareforcomplexpopulationsacrossmultiplehealthcaresectors.Dr.Wodchis’researchinterestsincludehealtheconomicsandfinancing,healthcarepolicyevaluation,andlong-termcare.Pastsignificantpublicationsincludequalityoflifemeasurementforolderpopulations,incentivesandgovernmentpaymentforphysiciansandlong-termcareincludingpayforperformance,andtherelationshipbetweenqualityandcost.

Dr.RossBaker,Professor,InstituteofHealthPolicy,ManagementandEvaluation,UniversityofToronto

G. RossBakerisaprofessorintheIHPMEattheUofTandProgramLeadfortheMSc.PrograminQualityImprovementandPatientSafety.Dr.Bakerhascarriedseveralmajorstudiesofpatientsafetyeventsinacutecare,homecareandpediatrichospitalcare.Recentresearchhasfocusedonexaminingtheimplementationchallengesandsuccessesforpatientsafetyinterventions.RosshasalsoledtheiCoachOntarioteam’sorganizational

analysis,focusingonidentifyingandmeasuringfactorsunderlyingthedevelopmentofsuccessfulcommunitybasedprimarycareorganizations.

Ms.JodemeGoldhar,ChiefStrategyOfficer,StrategyandPlanning,CCAC

Jodemehasheldclinicalandstrategicleadershippositionsinhealthcareforovertwentyyears.ShejoinedtheTorontoCentralCCAC'sleadershipteamin2010astheLeadforHealthSystemIntegrationforComplexPopulationsandPrimaryCare.JodemeservedastheChiefStrategyOfficeratTorontoCentralCCACuntil2017.ShenowservesastheExecutiveLeadforStrategy,InnovationandGlobalPartnershipsattheChangeFoundation.Jodemehaspositivelyimpactedthecaredelivery,experienceand

outcomesforsomeofthemostcomplexneedpopulationswholiveathomeandintheircommunities.Theimpactofherinvolvementindrivingintegrationhasinformednewmodelsofcare,influencedpolicyandissoughttoinformcaredeliveryinothercountries.SheisadeptatleadingcomplexchangeincomplexadaptivesystemsandsharesherthoughtleadershipacrossNorthAmericaandbeyond.Withafocusonleadingintegratedcare,theTorontoCentralCCAChasbeenrecognizedbytheMinisterofHealthandLongTermCarewiththe2013Minister'sMedalHonourRollforExcellenceinHealthQualityandSafetyforIntegratedCareforOlderAdults,andthe2014Minister'sMedalfortheIntegratedPalliativeCareprogramandtheCanadianHomeCareAssociationasthe2014NationalHighImpactPractice.JodemehasbeenrecognizedbyPatientCommandoasoneoftheTenCanadianWomanTransformingHealthCare.SheisPresident,InstituteforHealthPolicy,ManagementandEvaluation(IHPME),SocietyofGraduatesandAdjunctLecturerattheUniversityofToronto,aswellasPrincipalandCoPrincipalInvestigatorforanumberofresearchprojectsfocusedonintegratedcareinpartnershipwiththeLiKaShingKnowledgeInstitute,YorkUniversity,BRIDGESandtheUniversityofToronto.JodemeholdsMastersDegreesinbothSocialWorkandHealthScienceinHealthPolicy,ManagementandEvaluationandisagraduateoftheAdvancedHealthLeadershipProgramfromtheRotmanSchoolofManagement.

Dr.DenisRoy,Professor,UniversitéLaval

Dr.DenisA.RoyholdsacommunitymedicinespecialtyandisaHarknessFellowoftheCommonwealthFundinHealthPolicy.SinceMay2015,heservesasVice-President,ScienceandClinicalGovernanceatInstitutnationald’excellenceensantéetservicessociaux.HeisalsoActingPresidentoftheCanadianAssociationofHealthServicesandPolicyResearch(CAHSPR/ACRSPS).From2009to2015,asVice-President,ScientificAffairs,hehasbeenresponsibleoftheInstitutNationaldeSantéPubliqueduQuébeccomprehensivescientificprogramonthedeterminantsofpopulationhealth.Dr.RoyhasalsobeenpresidentoftheBoardofl'Initiativesurle

PartagedesConnaissancesetleDéveloppementdesCompétences,aprovince-widecapacitybuildingconsortiumaimedathealthsystemimprovement.Heistheproudco-authorofareferencebookonhealthnetworks’managementandgovernance.Previously,Dr.Royhasoccupiedthreeotherexecutiveleadershippositionsatl’AgencedelaSantéetdesServicesSociauxdelaMontérégie,attheQuebecHealthandSocialServicesMinistryandattheMontrealPublicHealthDepartment.

Dr.RoyholdsanMDfromLavalUniversity.Inaddition,heearnedaMasterofPublicHealthatUniversityofCalifornia,Berkeley,andaMasterofScience(Epidemiology)atMcGillUniversity.AfellowoftheRoyalCollegeofPhysiciansinCommunityMedicine,hehasbeenhonouredwithsomeprestigiousawards,includinganExcellenceAwardbytheQuebecAssociationofCommunityHealthPhysicians.HeiscurrentlytheonlyCanadiantohavereceivedtwicetheCanadianHealthResearchAdvancementAward,whichheobtainedduetohisoutstandingworkwithtwodifferentteams,intheMontréalandMontérégieregions.

Dr.JayShaw,PhysiotherapistandScientist,InstituteforHealthSystemSolutionsandVirtualCare,Women’sCollegeHospital’s

JayShawisaphysiotherapistandScientistatWomen’sCollegeHospital’sInstituteforHealthSystemSolutionsandVirtualCare.Jayworkedasaphysiotherapistinthehomecaresectorfor2yearsbeforecompletinghisPhDworkonfallpreventionforolderpeopleinthecommunity,proceedingontostudytransitionsoutofhospitalandcommunity-basedintegratedcareforolderpeoplewithcomplexhealthneedsinhispostdoctoralresearch.AsaScientist,Dr.Shawbringstogetherhispracticalexperienceseekingto

workinintegratedwaysasaphysiotherapyinthehomehealthcaresideofthehealthsystemwithhisacademicexpertiseinhealthpolicyandimplementationscience.Drawingonsocialsciencemethodstounderstandwhyandhowhealthandsocialcareproviderscanbetterworktogether,hisresearchhelpstoinformpracticalapproachestointegratingcareatpolicy,organizational,andproviderlevels.Hehasongoingcollaborationswithresearchersandpractitionersinhomehealthcare,primarycare,andrehabilitationcare.

Dr.CarolynSteeleGray,Scientist,ResearchandInnovation,Lunenfeld-TanenbaumResearchInstitute,BridgepointCollaboratory

Dr.CarolynSteeleGrayisaScientistattheBridgepointCollaboratoryinResearchandInnovationattheLunenfeld-TanenbaumResearchInstitute,aswellasanInvestigatorwiththeHealthSystemPerformanceResearchNetworkattheUniversityofToronto.Dr.SteeleGrayisahealthservicesresearcherwithaPhDinHealthPolicyfromtheUniversityofToronto(2013),andaMaster’sinPublicPolicyandAdministrationfromRyersonUniversity(2008).Priortohercurrentroleasa

ScientistDr.SteeleGraywasapostdoctoralfellowworkingattheUniversityofTorontoandtheHealthSystemPerformanceResearchNetwork.Dr.SteeleGray’sprogramofworkfocusesontheroleofhealthinformationtechnologyinsupportingpatient-centredcaredeliveryforpatientswithcomplexcareneeds.Amongtheareasoffocusaretoexplorehowtechnologycanbeleveragedtoenableimplementationandsustainabilityofinnovativemodelsofcareasameanstosupporthealthsystemtransformation.Aspartofthisworkshehasbeendevelopingandevaluatingnewtechnologies,mostnotablytheelectronicPatientReportedOutcome(ePRO)mobileapplicationandportal,andisdevelopingchangemanagementandimplementationframeworkstosupportimplementationofnewandexistingtechnologies.Dr.SteeleGrayadditionallyfoundedandleadsthemulti-nationaleHealthResearchPartnershipforpatientswithComplexChronicDiseaseandDisability(theeCCDDNetwork).Thenetworkincludesaninternationalgroupofresearchersandpolicymakerswhoareseekingwaystoadoptnewtechnologiestosupportpatientswithcomplexcareneeds.Thenetworkhasrecentlypublishedtheirfoundational

workinHealthcareQuarterlywhichoutlinestheopportunitiesandchallengesinadoptingeHealthtechnologiesinCanada,theUSandScotland.Dr.SteeleGrayhaspublishedworkintheareasofeHealthandmHealthtechnologiesforpatientswithcomplexneeds,organizationalchange,healthpolicyandpatient-centredcaredelivery,aswellasspokenatnationalandinternationalconferences.ShehastaughtHealthPolicyatYorkUniversityanddeliveredinvitedlecturesonorganizationalchange,researchmethods,andprogramevaluationattheUniversityofTorontoandRyersonUniversity.

Dr.KerryKuluski,Investigator,Lunenfeld-TanenbaumResearchInstitute,SinaiHealthSystem

Dr.KuluskiisanInvestigatorattheLunenfeld-TanenbaumResearchInstitute,SinaiHealthSystem(BridgepointHospitalsite),AssistantProfessorattheInstituteofHealthPolicy,ManagementandEvaluation(UniversityofToronto)andResearchAffiliateattheCentreforEducationandResearchonAgingandHealth(LakeheadUniversity).SheisanAppliedHealthServicesResearcherandaSocialWorkerbytraining.

ShereceivedherPhDinHealthServicesandPolicyResearchfromtheUniversityofTorontoin2010followedbyaPrestigiousPostdoctoralVisitingFellowshipattheUniversityofOxfordwheresheworkedwiththeHealthExperiencesResearchGroup.ShehasfundingfromtheCanadianInstitutesofHealthResearch,hasgivenover60invitedtalksandhasover25publicationsinpeer-reviewedjournals.Herresearchfocusesonqualityandhealthsystemperformancethroughtheeyesofpeoplewithmultimorbidityandtheircaregiversinthecontextsofcommunitybasedprimaryhealthcare,homecare,hospitalcare,delayeddischargeandtransitionsbetweencaresettings.Shedrawsonbothquantitativeandqualitativemethodstouncoverpopulationleveltrendsincareutilizationaswellaspatientandcaregiverexperiencesinthehealthcaresystem.Herultimateresearchgoalistousepatientandcaregiverexperiencestoinformqualityimprovementsinthehealthcaresystemincludingapproachestocaredeliveryandperformancemeasurement.AttheUniversityofTorontosheteachesafoundationalcourseonCanada’sHealthCareSystemandsupervisesanumberofMastersandPhDstudents.

Dr.JennaEvans,StaffScientist,EnhancedProgramEvaluationUnit,CancerCareOntario

Dr.JennaM.EvansisaStaffScientistintheEnhancedProgramEvaluationUnitatCancerCareOntario(CCO)andaCertifiedHealthExecutivewiththeCanadianCollegeofHealthLeaders.Sheisinterestedinhowcharacteristicsofhealthcareorganizations,theirleaders,andstaffcontributetotheirabilitytoworkcollaborativelytoimplementchangeandimprovethequalityandintegrationofcare.Inparticular,sheenjoysexploringsocialandpsychologicalfactorsinfluencing

performanceusingqualitative,surveyandmixedmethodsresearch.Dr.EvansholdsaBachelorofHealthStudieswithHonoursinHealthManagementfromYorkUniversity(2008)andaPhDinHealthServicesResearchfromtheInstituteofHealthPolicy,ManagementandEvaluationattheUniversityofToronto(2014).Herdoctoralwork,entitled'HealthSystemsIntegration:CompetingorSharedMentalModels?'wasfundedbyaVanierCanadaGraduateScholarshipandtheHealthSystemPerformanceResearchNetwork,andreceivedanOutstandingDoctoralResearchAwardin2015fromtheEuropeanFoundationforManagementDevelopmentandEmeraldGroupPublishing.

Dr.MylaineBreton,AssistantProfessor,UniversitédeSherbrooke

Dr.MylaineBretonisanAssistantProfessorintheDepartmentofSocialScienceandMedicineattheUniversityofSherbrooke.SheisalsoaResearchScientistattheCharles-LemoyneHospitalResearchCenter.ShereceivedherPhDinHealthServiceManagementfromtheUniversityofMontréalin2009,followedbyaPostdoctoralattheUniversityofSherbrookeandMcGillUniversity.Hercurrentresearchfocusesonprimaryhealthcaretobetterunderstandpromisingorganizationalinnovationsthatimproveaccessibilityandcontinuity,suchastheimplementationofacentralizedwaitinglistforpatientswithoutafamilyphysicianandadvancedaccess.

Sheisaco-leadoftheinternationaliCOACH(implementingIntegratedCareforOlderAdultswithComplexHealthNeeds)projectandtheleaderoftheQuebecteamwithintheproject.ShehadpreviouslyanalysedcasestudiesonanintegratedhealthnetworkinQuébecinthecontextofmandatedreform.Shehasongoingcollaborationswithresearchersandpractitionersinprimaryhealthcareandhealthservicesresearch.

Dr.JeanLouisDenis,Professor,l’ÉNAP,DepartmentofAdministration,UniversitédeMontréal

Jean-LouisDenisisprofessorofhealthpolicyandmanagementattheSchoolofPublicHealth-UniversitédeMontréal,seniorscientistonhealthsystemandinnovationattheResearchCenteroftheCHUM(CRCHUM)andholdstheCanadaResearchChair(tierI)onGovernanceandTransformationinHealthCareOrganizationsandSystems.HeisavisitingprofessorattheDepartmentofManagement,King'sCollegeLondon.Hiscurrentresearchlooksatintegrationof

careandservices,healthcarereformsandhealthsystemtransformation,medicalcompensationandprofessionalleadershipandclinicalgovernance.Inrecognitionforhisacademiccontributiontothefieldofhealthpolicyandmanagement,hewasnominatedmemberoftheAcademyofSocialSciencesoftheRoyalSocietyofCanadain2002andfellowoftheCanadianAcademyofHealthSciencesin2009.RecentpapershavebeenpublishedinJournalofHealthPolitics,PolicyandLaw,OrganizationScience,AcademyofManagementAnnals,MilbankQuarterly,AdministrationandSociety,ImplementationScienceandJournalofPublicAdministrationResearchandTheory.Since2016,heisco-editorofThePalgraveOrganizationalBehaviourinHealthcaremonographseries.

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