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Patient, Family and Caregiver Engagement

"Key to the future vision of care is engaging the patient, patient family and caregivers and enabling engagement with easy-to-find, reliable, trustworthy medical information. The current state of healthcare doesn't support engagement and finding the necessary medical information is difficult. See these 2 videos with perspectives from 3 leading patient advocates:

The Importance of Evidence and Patient Partnering to Make Change (Rosie Bartel)

Reframing Learning Health Systems to Better Reflect the People They Serve (Danny van Leeuwen and Janice Tufte)

Current Gaps and Problems

Evidence ? Guidance ? Action

Patients, Families and Caregivers (PFC) seek medical information from many places. Currently there is no easy place to find specific medical information that is reliable, easy to understand, timely and trustworthy. PFC often first ask friends and family and or search the internet, then their providers. How do individuals know that the medical information they are finding is the right care, for the right condition and right for them?

We know current evidence knowledge generation is less than optimal; health and digital literacy and communication gaps thrive within this space. There are limited opportunities for PFC involvement in evidence production where later, at points of care, misunderstandings and medical errors too often occur.

What information is available is spread across multiple sources.

Small Sampling of Informative Resources

Medical errors and under/over-treatment happen when there are disconnects in information sharing and communication as above graphic shares. PFC involvement in all areas of evidence processes can help to mitigate problems later.

PFC Involvement in Health Evidence Exists - Though is Limited

Patients Family and Caregivers have been increasingly involved with research, guidance and decision-making activities though more diverse participation is necessary to better address current gaps in health equity and information sharing. Inclusion of PFC as subject matter experts in evidence-based guidance processes will help to ensure patient-centeredness principles are incorporated throughout the knowledge generation ecosystem.

  • A growing body of evidence shows that people with higher patient activation (i.e., the knowledge, skills, and confidence to become actively engaged in their health care) have better health outcomes (Health Lliteracy CDC, REAL data CMS, PFC as Key Drivers in Evidence and QI 5 AHRQ, Implementation Science RAND) How do we involve the PFC who need to be involved? Incentives for outreach and PFC compensation are needed to involve PFC in research, evidence, guidance and decision-making activities.

This graphic was collaboratively developed by CMS for *Meaningful Measures 2.0. Multiple domains are called out for areas to work together collectively in future measurement activities.

Adopters and Innovators: Patients, Families and Caregivers in the Ecosystem Cycle

Evidence ? Guidance > Action

Today more PFC are involved in the evidence knowledge generation ecosystem where innovators have adopted some of the IOM/ NAM recommendations from 'Crossing the Quality Chasm' the seminal publication from two decades ago. More work is to be done to effectively implement patient-centered care principles; including PFC at all levels of evidence work, development of reliable digital information sharing and more.

PFC Bring Relevance and Story to Evidence:

The diagram below shares some of the current and possible opportunities around the digital knowledge ecosystem cycle for PFC to be involved; where their voice and lived experiences can add value to processes, decision- making tools and care improvement efforts.

Known Gaps around PFC Involvement

Healthcare quality improvement efforts never stop, they are on-going and require diverse multi-stakeholder collaborations that meet over time to ensure that current PFC and population healthcare needs are being met. COVID19 has forced all healthcare facilities to rethink how to address disparities, adopt telemedicine and advance safety precautions incorporating PFC priorities in care.

  • Limited co-design, research, evidence and quality improvement collaborations that include Patients, Families and Caregivers (PFC) (some that do exist: RWJ, PATIENTS, AHRQ, Academy Health, PORTAL Kaiser)
  • Miscommunication and gaps with shared language –bi-directional health and digital literacy divide
  • Inconsistencies in care plans, CSCP hard to find in EHRs, uncoordinated, often not recognizing or reflecting PFC priorities, preferences, goals and values or social needs.
  • Findable, Accessible, Interoperable, Reusable resources – currently (Un)FAIR
  • Inability to find and access medical information and relevant infographics and medical informative videos
  • Few Incentives, lack of compensation and unstructured trainings for onboarding PFC into evidence and QI

Including PFC as partners in research is an underutilized role and an important one to help identify what to prioritize and what matters to the end user.

PFC involved with CSCP benefits all parties: Development of an Electronic CKD Care Plan. We should see more information sharing like the PCORI funded project highlighted below where evidence reports are now available for both clinicians and patients.

What is Possible with PFC- Opportunities for Adding Value

Evidence > Guidance > Action

A place where patients, families and caregivers can freely access reliable, vetted, trustworthy and timely medical information through a digital knowledge platform. An evidence space where PFC can actively participate, comment and contribute in a meaningful manner that is mutually beneficial to all involved.

The Future of Evidence... 

  • Trusted information is collected, shared, and used ethically and equitably to advance well-being. (RWJ) (AHRQ-CSCP)

  • Patient-centric health IT tools and methods enhance information sharing, communication, coordination, and patient participation in care plan development and implementation

  • Diversity and equity are drivers and levers at all levels of the evidence generation ecosystem including PFC efforts (UIHI Decolonizing Data, Morehouse Equity Tracker, NACME)

  • Patients, care teams, and populations experience coordinated, efficient care that achieves health goals supported by computable, interoperable, current, evidence-based information available when, where, and how needed.

Enablers -What Will It Take to Initiate Effective PFC Partnerships?

Enablers will reflect specific needs of PFC involved at various points along the evidence knowledge generation ecosystem. Just compensation, the advancement of health and digital literacy inclusion efforts, co- production activities along the full knowledge ecosystem are a few that are called out by PFC themselves.