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GeriTech

In Search of Technology that Improves Geriatric Care

Uncategorized

Zen and the Art of Problem-Based EMR Design

March 27, 2013

[This post was first published on The Health Care Blog on 3/18/13]

How to effectively keep tabs on a patient’s multiple medical problems? And how to do so without losing sight of the whole person?

The first question is the one I wrote about in a recent blog post. The second was the theme of many of the responses posted on THCB and also LinkedIn.

I love this second question; it’s an issue that’s always been of interest to me. Plus it’s especially relevant in geriatrics, where we are constantly re-orienting our approach to problems based on what seems to be happening with the whole person. (Good PCPs do this too.)

And it’s an issue that good hospitalists think about too: several people brought up Dr. Bob Wachter’s post from last fall, in which he noted how using EPIC’s problem-based charting at UCSF’s hospital was having the unintended effect of making it harder for all clinicians to understand what the heck was going on overall with the patient.

Based on reading my post and Wachter’s post, an EMR designer asked me the following specific questions:

  • Should the entire EHR should be functionally and logically structured around problems, or would it be sufficient for a chart user interface to be presented in a problem oriented manner?
  • What are your thoughts about the possibility of such a solution becoming overly reductionist, losing the patient between the problems?

Good questions!

Should an entire EHR be organized around problems?

Or would it be sufficient for a chart user interface to be presented in a problem oriented manner?

I myself like the idea of the problem-based interface being one of several options, as I can imagine myself wanting to toggle between a chronologic list of encounters (a comfortable and familiar view for many docs) and a list of problems.

Actually, a neat visualization of a problem list can be seen here (try clicking “show all health problems” in the matrix):

This was part of Dr. Graham Walker’s proposal for last fall’s Health Design challenge, and one of the things I really liked about it was how the size of the problem icon relates to “how important” the problem is. (We could quibble about how that gets decided, but it’s still a nifty idea!) As they say, a good graphic is worth a thousand words.

To return to EMRs and the problem list: I don’t know whether an entire EMR should be organized around the problem list; I’d have to see an example of this and probably try it before I could venture an opinion.

However, I certainly want to be able to view data in EHR via a problem-based interface, and in my previous post I described how this might be possible via using problems as tags. Between tags and a robust search function – think of Gmail, or Evernote – information in an EMR could become much more findable and organizable. Which would be great for clinicians!

How to keep a problem-based approach from losing sight of the person?

Easy in principle. The key is to make sure a clinician regularly considers the patient’s overall medical picture. To use the altitude analogies that are sometimes used in business, this corresponds to the 10,000-30,000 ft view. Another way to describe it would be to make sure to consider the forest, and not just a few trees (or a long list of individual trees).

In practice, this gets tricky for the following reasons:

  • Many practicing doctors clearly are not routinely doing this.
  • The ongoing shift – driven by technology, the need to collect metrics, and the worsening time-pressures under which doctors practice — in how doctors do their charting seems to be exacerbating this. Whereas doctors used to dictate whole paragraphs, or write out chart notes, now we have EMRs that provide templates or direct us to chart by problems. I agree with Bob Wachter and others who have pointed out that these technological shortcuts probably interfere with cognitive synthesis. 
  • We have no clear professional standards – that I’m aware of – that specify how and when doctors should perform this exercise in clinical big-picture thinking. 
  • Most EMRs seem to not be designed to encourage this kind of big-picture summary thinking.

This means that among physicians, when and how to consider the patient’s overall big picture medically remains a very individual and idiosyncratic practice.

(I myself like to start with a blank piece of paper and I jot down a 1-2 sentence summary of the patient’s medical situation, along with a few issues I want to address. Then I go look for the relevant supporting data within the EMR. And I do it right before I go in the patient’s room or house, because I can’t think as well once they start talking to me. Idiosyncratic!)

But to provide good care, physicians need to toggle between a zoomed-out, big-picture view of the patient, and also a zoomed-in, tackle-a-problem-in-depth view. This means that EMRs should assist physicians in either view, and ideally would remind physicians to address both.

How EMRs could help us keep track of a patient’s overall medical picture

In his post, Dr. Wachter ends up proposing that an “Uber Assessment” field be added to each EPIC note, and that clinicians be required to enter a free text narrative summary of what is going on with the patient. This, to me, sounds like the old written attending notes of yore, which usually consisted of one concise and high-yield paragraph. (I trained at UCSF in the days of paper hospital charts; Wachter was my attending for two weeks in 2004.)

But a commentator objects, and not just any commentator: it’s Dr. Lawrence Weed himself, creator of the “problem-oriented medical record”, in partnership with his son Lincoln Weed!

If you have read Dr. Wachter’s post, but not Dr. Weed’s riposte, I strongly urge you to return to the original post here, and read Weed’s comment in its entirety. (Be sure to use tech to your advantage: search the webpage for “Lincoln Weed” and you can find it right away.)

In his lengthy and detailed comment, Dr. Weed clarifies that SOAP notes should not be conflated with POMR:

“Like many others, Dr. Wachter equates SOAP notes with the “new model for patient care records,” known as the “problem-oriented medical record” (POMR). But SOAP notes are just one of four basic components of the POMR: (1) an initial database, including a “patient profile” of non-medical circumstances; (2) a complete problem list; (3) initial care plans for each problem, including goals determined with the patient, and (4) progress notes for each problem using the SOAP structure.”

He goes on to object to the idea of relying on clinical synthesis being done the old-fashioned way, which is to say, via physician judgment:

“Our difficulty with Dr. Wachter’s analysis is that he assumes the primary vehicle for clinical synthesis to be physician judgment. In reality, synthesis should begin before the exercise of judgment. That is, electronic tools should first be used to select patient-specific data points and then match those data with relevant medical knowledge. This initial information processing routinely yields clinical synthesis beyond what physician judgment achieves.”

And then, Weed completely wins me over with this paragraph:

“But this initial, tool-driven synthesis is not enough in complex cases. There what patients need is a highly organized process: careful problem definition, planning, execution, feedback, and corrective action over time, with patient involvement every step of the way. [Emphasis mine.] When applied to all problems on the problem list, this process enables clinical synthesis to emerge in a systematic, organized and reproducible fashion. Effective synthesis is tool-driven and process-driven. The tools and the process minimize reliance on unstructured clinical judgment, with all of its cognitive vulnerabilities.”

And also this one:

“Our concern with patient involvement suggests that a separate, aggregate assessment should be a vehicle for synthesizing patient and practitioner perspectives. This can be accomplished most effectively if the assessment is focused on setting priorities. [Emphasis mine.] Thinking about priorities naturally requires the practitioner and patient to consult each other, naturally requires them to consider the patient’s total situation (the initial patient profile and the current problem list), naturally focuses them on options for action, and naturally avoids diffuse narrative discussion. EHR fields for a “big picture” assessment should be structured accordingly. Implemented in this way, Dr. Wachter’s concept could be a valuable component in any medical record.”

Crucial points Weed makes that I love:

  • Electronic tools should help us quickly gather the relevant data points, and should provide much initial information processing.
    • Yes! We clinicians should not have to root around in an electronic chart, expending energy trying to find the information we need.
  • We need a good processes and tools to support clinical synthesis.
    • Given what we know about human fallibility in cognitive processing, this sounds like a terrific idea.
  • Cognitive effort should be in reviewing the output of the electronic processing, and in discussing with the patient. 
    • Being able to explain something to a patient in plain English is a great test of how well one understands things overall, and offers patients the opportunity to ask questions and participate in making a plan. Love it.
  • Assessment should be about setting priorities.
    • Yes yes yes! Especially in complex older adults, it’s easy for both clinician and patient to become overwhelmed by the sheer number of problems on the list. A joint effort identifying the top priorities serves all parties well.
  • Planning, execution, and feedback are important. 
    • This speaks to my concerns about letting things fall through the cracks. We need support in fully fleshing out how we will address a certain problem, in executing the plan, and in following up on how it’s going. Task/project management software could be adapted and used within a collaborative EMR to help with this.
  • Patient involvement is essential. 
    • Weed’s approach advocates for communication and collaboration with patients, both to set goals regarding plans for each problem, and to set priorities and work out an overall plan. Hear hear!

Discovering Weed’s historical contributions and recent views on medical charting was a very welcome perk of following up on my problem list post. He published a book in 2011, titled “Medicine in Denial.”

Has anyone read it? I’m wondering if Dr. Weed is involved in any ongoing EMR development efforts.

Summing it up

To do their work, clinicians need to address medical problems in depth and keep track of a potentially long list of problems, all while not losing sight of the patient as a person. This has always been challenging in medicine and is becoming more difficult due to information-overload and current trends in EMR charting. (Dr. Bob Wachter’s 2012 post on using EPIC to chart at UCSF hospital highlights some of these issues.)

A robust problem-oriented view within EMRs would be very helpful to primary care clinicians, and I would love to see problems used as tags within other aspects of the EMR. However, this problem-view would have to be implemented thoughtfully, in order to not hamper the clinician’s process for considering the patient’s overall medical picture.

Currently, when and how to consider the patient’s overall big picture medically remains a very individual and idiosyncratic practice, both in the hospital and in the outpatient setting. In the comments to Dr. Wachter’s post, the legendary Dr. Lawrence Weed details a number of ways in which technology could make this synthesis process more manageable (by helping to collect relevant data) and more structured for clinicians.

Dr. Weed also earns my undying admiration as he calls for clinicians to collaborate with patients in setting goals for problems, and in setting priorities, and in implementing a plan. It would certainly be interesting to try to implement some of Dr. Weed’s recommendations via EMR.

Filed Under: Uncategorized Tagged With: EHRs, EMRs, patient engagement, primary care

Zen and the Art of PCP-ER Synergy

March 20, 2013

[The following clinician guest post is by Dr. Megan Ranney. Thanks Megan!]
 
Dr. Leslie
Kernisan’s recent blog post on “Zen and the Art of Charting” got me
thinking.  I love her idea of a simple,
prioritized problem list to start out the chart… but worry that EHR developers
will focus on creating this for the primary care setting, to the detriment of “acute care providers.”  I too often have to deal with EHR systems
that are created for office-based practices, and that don’t translate well to
the acute-care setting.
I am a practicing emergency physician, so I am
admittedly biased. Still, my day-to-day experience mirrors that of many
providers – whether emergency physicians, consultants, or urgent care center
docs.  And one of my biggest day-to-day
frustrations is that I rarely know what patients’ PCPs are working them up for,
or what their concerns are about a patient, when trying to evaluate a patient’s
acute complaint. 
I know how much it means to my patients when I
can walk in the room already informed of their past couple visits.  I would love to be able to do this easily,
for everyone. I do spend time (a lot of it!) on each shift trying to contact
PCPs to figure this out, so as to not duplicate care/waste resources. But my
phonecalls are inevitably returned while I’m in the middle of a procedure or
breaking bad news or trying to figure out a sexual history, and thereby end up
hurting patient care.  Moreover, these
calls take the PCP away from their own job.
Even if a patient has miraculously been seen
within my own hospital in the recent past (and therefore their record is
accessible at the time of their visit), I still have to do what Leslie mentions
— sift through months & years of inpatient and outpatient notes.  I am therefore often in danger of missing the
most details that are most relevant to this ED visit, for even those patients
who should be most “protected” by an EHR. 
No wonder EHRs haven’t been found to improve care.

It goes without saying that my history,
physical, test-ordering, and differential diagnoses will be quicker, sharper,
and more accurate if I am fully informed of the latest and biggest issues “as
per the PCP.”  If I could see Leslie’s
list that the depression hasn’t been addressed yet, or that the incontinence is
a longstanding issue, it would help me to focus in on the mental health
symptoms, or avoid the costly spine MRI …. Vice versa, if I can quickly
identify that the patient is being followed for an as-yet unruptured abdominal
aneurysm, I may rethink my diagnostic plan for a patient with belly pain, and
expedite a CT scan or ultrasound prior to labwork, thereby saving a life.
This is PARTICULARLY important for the
geriatric population who (unless they’re particularly empowered and mentally
sharp) may not have any recollection of their recent medical history.  But honestly, it’s important for
everyone. 
So please, EHR developers:  create problem lists that are transportable
and interpretable by ALL care givers, not just the PCP. 
If we are truly going to create medical homes
for each patient – and if the EHR is going to be the vehicle to bring all the
information back to the medical home – the dialogue has to go both ways.  If you can keep me, the emergency physician,
better informed, then I can do a more efficient, more caring, and more accurate
job in caring for the patient. 
(And, better yet, do research on whether or not
this works to improve care!  Of course, that’s a topic for another post…)
Megan L. Ranney, MD MPH, is an Assistant Professor in the Department of Emergency Medicine, Alpert
Medical School, Brown University. She is also a member of the Digital Health group on LinkedIn.

Filed Under: Uncategorized Tagged With: care coordination, EHRs, EMRs

How Should Apps Be Prescribed?

March 18, 2013

[This post originally appeared on The Health Care Blog on 3/13/13.]

Should
I be prescribing apps, and if so, which ones?
I
recently came across this
video
of Happtique’s CEO Ben Chodor
describing his company to Health 2.0’s Matthew Holt. In it, the CEO explains
that Happtique is creating a safe and organized space, to make it easy for
doctors to prescribe apps and otherwise “engage with patients.”
Because,
he says “we believe that the day is going to come that doctors, and care
managers, are going to prescribe apps. It’s going to be part of going to the
doctor. He’s going to prescribe you Lipitor, and he’s going to give you a
cholesterol adherence app.”
He
goes on to say that they have a special process to make sure apps are “safe”
and says this could be like the good housekeeping seal of approval for apps.
Hmm.
I have to admit that I really can’t imagine myself ever prescribing a
“cholesterol adherence” app. (More on why below; also found myself wondering
what it exactly meant for Happtique to say an app was safe. What would an
unsafe cholesterol app look like?)
Happtique,
of course, is not alone in hoping that clinicians will be prescribing apps to
patients in the near future. Many digital health enthusiasts expect that apps
will become a routinely used tool in healthcare, especially if clinicians
encourage patients to use them.
But under what circumstances will
clinicians want to prescribe apps, and what would make it easier for them to do
so?
Right
now, my best guess would be that clinicians will mainly be motivated to
prescribe apps in the same way that they’ve historically prescribed drugs:
  • Because
    they’ll get marketed
    to,
    mainly by companies with financial interests in clinicians prescribing
    certain apps. This leads to clinicians both having an awareness of the app
    and having a feeling that prescribing the app is a good thing at some
    level (whether or not this is true by other objective evaluations).
  • Because
    someone will make it very easy for them
    to recommend an app to
    patients. This could be a platform such as Happtique becoming dominant
    enough – and usable enough – such that it becomes very easy for a
    clinician to prescribe an app, just as Amazon has made it very easy to buy
    on their site. Or it could be a major medical system integrating links to
    a smaller curated set of apps into their e-prescribing or patient
    recommendation system. (Happtique is working on this, too.) There are lots
    of ways to make it fairly easy for clinicians to take certain actions,
    especially if someone stands to make money as a result.
  • Because
    patients and families might request an app.
    Just as
    direct-to-consumer marketing of drugs can affect prescribing,
    direct-to-consumer marketing of apps could influence clinicians. This
    could be a general request: “Can you recommend an app to help me with this
    health problem?” Or it might be a request that a clinician endorse a specific
    app: “I’ve seen ads for a Beer’s
    Criteria
    app. Would you recommend I use it, to help me spot
    medications that could potentially harm older adults?” (In which case I’d
    likely answer a resounding YES; a geriatrician can dream, no?)
Ok,
now let’s step back a bit and think about what the above approach has overall
brought us when used by the pharma industry:
  • Lots of prescribing of drugs, whether or not
    drugs were the optimal approach to managing a given problem
  • Lots of prescribing of certain well-marketed
    drugs, whether or not those specific drugs were the likely to be the best
    choice based on available evidence
  • Lots of profit for certain companies
  • High pill burden for many patients
  • Substantial medication-related expenses, both
    out-of-pocket and for payers
  • Harm related to medication side-effects and
    interactions
Hmm.
Obviously many have also benefited from the prescription of pharmaceuticals,
but still, especially when one considers the med lists of elderly patients, it
becomes clear that there’ve been downsides to the way clinicians have been
historically been encouraged and enabled to prescribe.
Will
we do better when it comes to apps?

Why should a clinician recommend an app?

If
I were asked “Why should a clinician prescribe an app?” I would answer as
follows:
Because it’s likely to help the patient
reach his or her most important health goals, and is a good fit within an
over-arching medical management plan.
In
other words, if the goal is to provide sensible medical assistance to patients
and families, the use of an app should be likely to:
  • Help a
    patient work towards the most important medical goals.
    • This means clinician and patient
      should’ve discussed goals overall, and prioritized which issues are most
      important for the time being. Since I take care of complex older
      patients, prioritizing issues is really a must, and then we can set
      certain goals for the issues we’ve decided to focus on.
  • Be likely
    to provide benefit or otherwise be clinically useful.
    • This doesn’t mean we always need
      peer-reviewed studies demonstrating that use of this particular app
      provided a health benefit. But there should be some reason to believe
      using an app will be clinically useful.
      • This could be because the app
        facilitates collection of data needed to revise the treatment plan, i.e.
        documents pain, incontinence, sleep patterns, as-needed medication use, etc.
      • Or it could be that the app
        digitally guides patients through an intervention previously found to be
        beneficial, such as a home exercise plan.
    • As with the prescription of a
      drug, recommending an app should include guidance as to what benefit the
      patient can expect, as well as a plan for ensuring that the app is delivering
      benefit as expected.
  • Be a good,
    feasible fit within an overall management plan.
    • Just as I don’t prescribe a
      medication in isolation, without considering the patient’s other medical
      conditions and other prescriptions, I wouldn’t recommend an app in
      isolation.
    • I find that most patients and
      families have only so much bandwidth available for daily healthcare
      management tasks. So in considering an app I’d also try to be mindful of
      how many other apps have been recommended, and I’d try to work out an overall
      plan that was going to be manageable for the patient. After all, there is
      only so much futzing with
      devices that one can do in a given day.
Since
my patients are older adults with multiple medical problems, I expect that I
wouldn’t very often suggest apps that are narrowly focused on something like
cholesterol. I don’t need patients to “adhere” (a problematic word for many
reasons) to their statin and learn all about which diet is best for lowering
cholesterol.
What
I do need is for patients to be supported in taking several meds that we’ve
decided on, and then I need them perhaps to have support in remembering
whatever combination of diet tips we decided was a reasonable fit for their
preferences and combination of medical conditions. (For example, in some cases
I *do* advise the family of a frail elderly diabetic to loosen up and let the
patient have a doughnut.)
Also,
it would be burdensome if every specialist my patient saw decided to prescribe
their own pet app for “adherence” to whatever condition the specialist was
concerned about. Just as Boyd et al demonstrated in their 2005 JAMA
paper
that attempting to implement all guideline-recommended care for nine
commonly co-existing chronic conditions led to an unmanageable plan of care,
prescribing an app for every little thing on an older patient’s problem list
will definitely lead to app overload for the patient’s care circle.
In
short, I can envision apps helping patients and families manage a medical care
plan. But I worry that we’ll end up making the same mistakes with apps as we’ve
often made with the prescription of medications: recommendations based on
marketing rather than thoughtful assessment of expected value, and prescription
of apps for every little medical condition rather than choosing a few
high-yield apps based on a whole-person approach to managing healthcare.

Ensuring thoughtful clinical app use

How
to ensure that the clinical recommendation of apps is thoughtful and
person-centered? I’m not sure, but in general I think there would be value to
clinicians and patients doing the following:
  • Review use of the app in the context of the
    overall big picture of the person’s health, and the overall goals of
    medical care
  • Be explicit about the purpose of the app and
    expected benefit
  • Plan a future time to review use of the app and
    assess whether the benefit justifies continued use.
  • Periodically consider winnowing down the number
    of apps being used, especially if the patient or care circle report any
    app fatigue.
You
might notice that the above looks an awful lot like what we should be doing –
but often don’t – with patients’ chronic medication lists.

Summing it up

Apps,
like pharmaceuticals, can in principle help patients and families meet their
healthcare goals. Many would like clinicians to embrace apps and begin
recommending them to their patients.
It
would be easy for clinicians to end up making the same mistakes with apps as
we’ve often made with the prescription of medications: recommendations based on
marketing rather than more considered assessments of expected value, and
prescription of apps for every little medical condition rather than choosing a
few high-yield apps based on a whole-person approach to managing healthcare.
To
ensure more thoughtful recommending of apps, especially for medically complex
patients, we could consider strategies that can be helpful in managing multiple
medications. These include reviewing the use of a proposed app within the context
of the patient’s overall health issues and goals of care, being explicit about
the purpose of the app and expected benefit, and periodically reviewing and
adjusting app use. The recommendation of apps for every single medical
diagnosis affecting an older person could easily lead to app overload, and
should be avoided.

Filed Under: Uncategorized Tagged With: healthcare technology, technology adoption

What I would’ve told Zeo about sleep issues in older adults

March 14, 2013

I found out this week that Zeo, maker of a well-known consumer sleep monitor, is apparently going out of business. (To get the take of some who follow the industry, check out this very interesting discussion in LinkedIn’s Digital Health Group.)

Although I know relatively little about Zeo, I was sorry to hear this.

Why? Because insomnia complaints are a big problem in primary care, and something I’ve struggled with often as a clinician. (I’ve also personally been plagued by severe insomnia at certain times of my life.)

In fact, I would say that insomnia falls right in the space where I can see consumer digital health technologies helping us the most. That’s because this condition:

  • Is a common complaint in primary care. This study found that 69% of primary care patients experience insomnia. It certainly is a complaint that I hear about often from patients (although it often comes up as a “by the way” at the very end).
  • Is linked to adverse health outcomes. Insomnia is associated all kinds of problems. Diminished quality of life, decreased work performance, and increased mood disorders have been noted in research. Research has also linked insomnia with developing Alzheimer’s.
  • Requires data on the symptom to effectively evaluate and treat. The proper evaluation of an insomnia complaint should not only include a history and examination — one should evaluate for an underlying/co-existing physical or mood disorder — but also requires good information on what exactly is going on with the person’s sleep. Is the problem with falling asleep or staying asleep? Every night or a few times a week? How many hours per night is the person sleeping? And of course, once an attempt is made to treat insomnia, clinician and patient will need to determine whether the insomnia is improving.
  • Should be treated non-pharmacologically rather than via prescription drugs. Research has shown that behavioral approaches such as cognitive-behavioral therapy, relaxation therapy, stimulus control, improved sleep hygiene are overall safer and can be more effective than the use of sedatives. Just about every medication which makes people sleepy, such as Ambien, tends to worsen balance and cognition, and can be habit-forming. (Furthermore, recent research confirmed that older adults who use benzodiazepines — a class of sedatives often prescribed for sleep complaints — developed dementia at higher rates. Here’s a cool JAMA study on using cognitive-behavioral therapy to treat insomnia in older adults.)
  • Is currently inadequately managed by primary care as usual. Although insomnia is a common issue for primary care patients, we often do a poor job managing it. Most clinicians don’t have the time or inclination to take a careful sleep history and guide patients through a comprehensive sleep improvement plan. Instead, we tend to prescribe sedatives and often never get around to following up. This means many patients end up on sedatives long-term, and the older ones in particular end up at considerable risk of adverse consequences.

In short, insomnia is a common medical complaint that many primary care providers could use help managing more effectively. And much of the evaluation and management is relatively non-medical: we need sleep diaries and other methods to get accurate data on a person’s sleep, and we need help encouraging patients to implement lifestyle changes and supporting behavioral therapies.

A doctor tries to manage her own insomnia

There’s nothing quite like suffering from a health problem to provide insights on how one might help patients with something similar.

As I mentioned above, I’ve at times suffered from pretty bad insomnia. In the fall of 2011, I was having a terrible time. I was very stressed out by my job as a medical director and PCP, and found myself unable to get enough sleep at night. I’d toss and turn for 1-3 hours every night before lapsing into fitful sleep. I felt tired and irritable most days. And I was especially frustrated by my inability to fall asleep easily: there I was with *so* much work to do and it was killing me that I couldn’t get the sleep I needed.

Like most working physicians/mothers, I didn’t have time to go see my own doctor. I figured she would just recommend the usual sleep hygiene tips, and I didn’t need her to prescribe Ambien since we already had some in the house.

Then one weekend a non-physician friend mentioned his own struggles with insomnia, and recommended a workbook written by a sleep therapist.

This I found immensely helpful. Even though none of the information was truly revelatory to me, it was terrific to see a comprehensive, effective approach spelled out in plain English, along with specific actions to take.

Of course, the author strongly recommended sleep logging, and cautioned the readers against depending on sedatives long-term.

How to log my sleep? I found an app for my smartphone and started to use that. It was so-so (sorry, can’t even remember the name) but certainly better than logging on paper or on my laptop. I also started to try to implement some of the relaxation and cognitive retraining strategies. (It’s important to try to unwind before bedtime, and one must really try to avoid anxiously lying there in bed trying to fall asleep.)

Based on my experience with the workbook, I started recommending it to patients. Although my older patients often had pain or other physical problems contributing to their sleep issues, most could also benefit from the strategies in the book. (Plus, it explained sleep logging and provided templates!) I also suggested it to some of our licensed clinical social workers, who were seeing some patients for behavioral therapy related to insomnia. They found it helpful as a tool to support the work they were doing with patients.

In the end, although my sleep improved somewhat through logging and behavioral changes, what really helped me turn the corner was deciding to leave the job. (Not sure I’d recommend an app try to help people in this manner.)

Still, this experience reinforced two key points to me:

  1. Behavioral and lifestyle approaches greatly benefit from symptom tracking and logging.
  2. A behavioral/lifestyle approach can be challenging to implement on one’s own.

Couldn’t digital health technologies help us with the above?

What I would’ve told Zeo

I’m a physician and in the business of responding to patients’ health concerns, and of managing multiple chronic conditions.

So if Zeo had sat me down and said “We have this consumer technology that tracks how people sleep,” I would’ve said “Great! Patients complain to me about sleep all the time! And I have so much trouble getting people to track their sleep symptoms. But I need them to do it in order to evaluate the problem, and see if treatment is helping.”

The thing is, as best I can tell, Zeo did not fundamentally conceive of themselves as a company in the business of equipping patients to effectively get better care from clinicians.

Instead, here’s their mission statement:

“The Company’s mission is to help people discover new, science-based ways to lead more an active and healthy lifestyle by taking control of the awesome and restorative power of sleep.”

In other words, Zeo was part of the quantified self movement.

Whereas what countless patients could use would be a quantify-the-problem and engage effectively with the healthcare system movement.

Now, I can see why consumer health companies might be a little leery of getting involved in the patient-clinician encounter. I imagine they are worried about having to appeal to physicians, about whether the device will have to be medically regulated, about liability, about clinical proof that the device provides a medical benefit, and about whether they’ll have to try to get the device paid for by insurance, etc.  All reasonable concerns.

Still, I feel I can envision opportunities for companies such as Zeo, to help with problems like insomnia. Why can’t companies serve consumers by:

  • Helping them track symptoms. In this case, it’s providing the sleep log.
  • Helping them identify and summarize valuable pre-visit history. Is it practicing medicine to tell a person that if they want to ask their doctor about sleep issues, here are the questions they should be ready to answer? (i.e. How long has it been going on? How much does it affect daytime functioning? Any pain, cough, shortness of breath, etc at night.) I would be so happy as a PCP if patients could access a sensible pre-visit insomnia questionnaire before bringing a problem to my attention. Would make my life easier!
  • Suggest proven non-pharmacological alternatives to discuss with the doctor. Let’s face it, doctors tend to prescribe pills. It’s fast, it’s what we’re used to doing, plus pharma keeps spending money encouraging us to do it. Why not help equip patients to politely remind physicians to consider alternatives?
  • Support implementation of proven lifestyle interventions. In this case, it could be something like providing the user with support in implementing relaxation exercises, and reminders regarding good sleep hygiene.

What clinical studies would I need to use something like this with my patients?

My main concern would be regarding the validity of the tracking tool. A smartphone based log is just like people writing things in a notebook: you take their word for it and hope they were reasonably accurate.

For a physiological tracker, like Zeo’s headband, I’d want to know how well its sleep assessment corresponds with other technologies often used in clinical medicine, like actigraphy and polysomnography. (Am just noticing that Zeo currently has such info here.) This information should be easy to find on the company’s website, and should summarize the results of validation studies in nice easy-to-read English. (Don’t just plunk the abstract there; get a health writer to reformulate. Everyone, including doctors, prefers to not read scholarese.)

Otherwise, if the device proposes pre-visit questions that are in line with what expert articles say are the key history elements — best if these articles are tailored toward a PCP’s initial eval of a complaint; which is a different standard than an expert specialist evaluating a complaint — I wouldn’t expect clinical studies. After all, these questions are meant to be an aid to a successful clinical encounter, not a substitute or a form of medical therapy in of themselves.

In other words, I would’ve told Zeo to make sure it’s easy for clinicians to trust the data provided by the device, and I would’ve encouraged Zeo to focus on equipping patients to track their symptoms and constructively preparing for visits.

But all this is just, of course, one practicing doctor’s opinion, and I have no idea how viable a business proposition this would’ve been.

What I do know is that in primary care, we sure need help helping patients with insomnia. So I hope future companies will build on Zeo’s strengths and bring us some assistance soon.

Summing it up

Insomnia is the kind of primary care concern that a consumer health tech company like Zeo could’ve eventually helped me with. It’s a common complaint with significant health consequences.  It’s a problem that really benefits from a data diary. And it’s a problem that often should be treated via lifestyle/behavior changes, rather than through prescription drugs.

Patients and clinicians need tools that support better clinical management of common primary care problems. Rather than focus on the wellness/fitness market, consumer health companies may want to consider ways in which they can support better clinical care. There are surely opportunities to do this by helping consumers track data for certain common health concerns (such as insomnia), and by helping people better prepare for clinical visits related to these concerns.

Consumer health technologies could also serve patients by equipping them to ask doctors about evidence-based, non-pharmacological management of conditions such as insomnia.

Filed Under: Uncategorized

Six Skills Today’s Doctors Need by Tomorrow

March 12, 2013

[This post was first published on The Health Care Blog on 3/8/13, titled “What Will Tomorrow’s Doctor Look Like?“

“What does the 21st Century Physician look like?”

Lisa Fields (@PracticalWisdom) cc’ed me on a tweet about this; it’s the featured question at www.tomorrowsdoctor.org, an organization founded by three young professionals who spoke at TEDMED last year.

I’ll admit that the question on the face of it struck me as a bit
absurd, especially when juxtaposed with the term “tomorrow’s doctor.”

Tomorrow’s doctor needs to be doing a much better job of dealing with
today’s medical challenges, because they will all be still here
tomorrow. (Duh!) And the day after tomorrow.

(As for the 21st century in general, given the speed at which things
are changing around us, seems hard to predict what we’ll be doing by
2050. I think it’s likely that we’ll still end up needing to take care
of elderly people with physical and cognitive limitations but I
sincerely hope medication management won’t still be a big problem. That I
do expect technology to solve.)

After looking at the related Huffington Post piece,
however, I realized that this trio really seems to be thinking about
how medical education should be changed and improved. In which case, I
kind of think they should change their organization’s name to “Next
Decade’s Doctor,” but I can see how that perhaps might not sound catchy
enough.

Linguistic choices aside, there’s an
important issue here, and it keeps coming to mind as I follow the trends
in healthcare innovation:

How far ahead should we look as we try to apply creative energy to solve important problems?

I say let’s be careful about how far ahead we look. After all, there is more than enough to keep us busy today, and tomorrow.

For instance, I take care of complex patients now, and I know that
there will be people very much like my patients around for the next
20-30 years, if not for longer. This is part of why I don’t have much
patience for the tendency of the innovators to emphasize “prevention”
and a nifty tech future in which technology changes behavior so that
people don’t develop all these pesky chronic illnesses which
characterize the “sickcare system.”

It’s not that prevention isn’t important, or that we couldn’t face a radically different healthcare landscape in 20 years.

Rather, it’s that it slightly kills me that so much of this
creativity and intelligence and innovation keeps leapfrogging over the
very important — and very interesting — problems facing healthcare’s
power users, and these are problems that we need to solve by TOMORROW.
Or the day after. Or maybe the year after, but really, if they don’t get
meaningfully addressed within the next several years, we are going to
have even worse problems than we have now.

And yes, a key subset of those problems that need solving is how to
equip physicians to step up to the challenges at hand. (All clinicians
need equipping, but because of their historic status and role in
healthcare, the case of physicians requires special attention.)

So let’s think about it: what do we need doctors to be able to do by tomorrow?

What Tomorrow’s Doctor Should Be Able To Do

I’m going to talk literally about tomorrow, in that these are all
things that ideally docs would be able to do today. Here’s how I would
start my list:

• Be comfortable with the e-patients.
This means being comfortable with patients who are engaged, equipped,
and empowered, often because they are accessing resources outside the
traditional healthcare system (i.e. online patient communities, journal
articles, etc). Not all patients are e-patients, but many are and we
should expect this to become much more common. Patients will also
increasingly be reading their notes, a la OpenNotes.

o In practical terms, this means docs should be
comfortable with patients who ask a lot of questions, and should be
prepared to explain their recommendations. Unfortunately, many docs are
not so comfortable with this, in part because it’s a cultural shift in
the clinician-patient relationship, and in part because of systemic
hindrances, like visit times that are way too short to address
everything that should be addressed.

• Engage in shared decision-making.
Rather than just tell patients what to do (or what we think they should
do), we should really be engaging patients and families in working out a
plan. This means we need to be able to present options, counsel
patients on the expected benefits and risks, solicit input from patients
regarding preferences and values, and otherwise effectively collaborate
in how we move forward with patients’ health.

o In practical terms, this means doctors need get better
at presenting expected benefits and risks (technology could help make
the data easier to have at hand), and doctors need the communication
skills to have these conversations with patients.
o Some would even say that many doctors need a complete attitude
adjustment, and I suppose this is true. Still, more constructive to
focus on a few key skills that we can ask doctors to work on.

• Be able to coordinate and cooperate with other clinicians. The
days in which a single doc was PCP and followed patients into the
hospital are gone, even though some heroic clinicians still manage to
provide this continuity of care. Medicine now requires doctors to work
effectively with many other clinicians (not to mention the teams which
are becoming increasingly common with primary care offices).

o In practice, this means that docs need to:
   
– Document so that other people can figure out how to follow-up and synergize. This is a big change for many docs.
    
– Read other people’s notes, and incorporate into their own activity.
Also a big change for some docs. For instance, when I was at the VA, I
noticed that many specialists were not reading my primary care notes,
even though they were easily available.
    
– Appreciate that other clinicians, including non-docs, have an important role to play in the patient’s care.

• Be comfortable with continuous quality improvement (CQI) and PDSA cycles.
Many doctors are far too used to their practices remaining fairly
static, barring the introduction of new drugs here and there. In fact,
not only do we need to improve things, but we should really expect that a
regular part of our work will be reviewing and improving our personal
practice.

o Doctors should be familiar with such on-the-ground quality improvement techniques such CQI and plan-do-study-act. Of course, we need to develop better measures and we’ll need capable guidance on PDSA cycles,
but in general, all practicing physicians should be familiar with the
basic methods by which we can review our practice and improve it.

o Doctors should be used to constructively participating in these
activities on a regular basis. Having tried to herd physicians into
doing this, I’d say it should really be a weekly activity.

• Be comfortable learning new ways of practice.
There is learning to tweak and improve what you’re already doing (see
above), and then there is learning a whole different approach or method
of doing your work (like learning to do your work with an EHR, or no
longer having to fit work within face-to-face visits, or adapting to
team-based primary care). Medicine is changing, and even though I really
don’t know what it will look like in 10-20 years, clearly we docs must
be prepared and willing to rethink how we apply our knowledge and skills
in the service of helping people with their health.

o Periodic changes in the way we practice should be expected. Just as the kitchen staff at the Cheesecake Factory (read Atul Gawande’s New Yorker piece
if you haven’t yet) expects to learn to make several new dishes twice a
year, doctors should expect to change the way the practice regularly
(though hopefully not every six months).
o On the other hand, someone will have to invest time and resources in
these upgrades (it’s a seven week process for the Cheesecake
factory)…the current climate in which we expect docs to update on the
fly because it’s better for society and patients — and because we’re
throwing some incentive money at them — is really not realistic.

• Be comfortable with well-designed technology. Not
only do we all need to be able to type, but we’ll need to all be fairly
comfortable using technology, because more and more of it will be
involved in healthcare.

We could of course come up with more key competencies, and also the
skills needed to be proficient in the above, but I’ll stop there for
now.

Incidentally, although I think we need the skills above tomorrow, I also suspect they’ll all be useful in 2050.

The medical education effort we really need

The truth is that although we certainly should revise and improve the
medical school curriculum, the people who are most in need of a medical
education effort are our estimated 950,000 practicing physicians.

Why? Because many of them are expected to continue practicing for
decades, because their actions currently drive much of what isn’t
working well in medicine (although heaven knows much of that is the
crazy system around us), and because we really can’t make healthcare
better without changing what physicians do and how they feel about it.

Furthermore, although the effort to change medical school education
is laudable, medical students are profoundly influenced and shaped by
what is modeled by the practicing physicians around them.

How can we help practicing physicians develop these new skills and behaviors?

I haven’t yet seen any large scale proposals that seem viable,
although I’m sure we could learn a lot from Kaiser and other larger
organizations that have experience shaping physician behavior. Certainly
a little CME credit or incentive money won’t cut it, but what will? If
you have ideas, I’d love to hear them. (I myself am very interested in
tapping physicians’ intrinsic motivation, but am not sure how one would
operationalize into a large-scale change effort; change is hard!)

Summing it up

Tomorrow’s doctors need to have the skills to deal with today’s most
pressing healthcare problems, because today’s problems — including
helping people with multiple chronic diseases — are not going away any
time soon.

Specific skills that we all need to develop ASAP as physicians
include becoming comfortable with e-patients, with shared
decision-making, with continuously reviewing and revising our practices,
with using technology, and with meaningfully collaborating with other
clinicians (and with patients and families). We also need to prepare
ourselves to periodically substantially revise the way we deploy our
skills in the service of the healthcare system.

The highest priority for this education effort should be today’s
practicing physicians, rather than the medical trainees. Although
medical trainees also need to prepare for the healthcare system of
tomorrow, it’s the actions of today’s practicing doctors that exert
incredible influence on the healthcare system, and powerfully influence
medical students.
 

Filed Under: Uncategorized

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