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The World of Shared Medical Appointments

November 1, 2011 by Emmi Solutions

Zeev Neuwirth, M.D., Harvard Vanguard Atrius Health - Chief of Clinical Effectiveness and Innovation

Harvard Vanguard’s Zeev Neuwirth, M.D. & Deb Prescott- The typical 15-minute doctor’s appointment is frustrating and unsatisfying both for the patient, who often leaves with questions unanswered, and for the physician, who feels rushed and pressured to get to the next patient.

Shared Medical Appointments or SMAs is one solution to improving access and physician job do-ability.  A Shared Medical Appointment (SMA) is a 90 minute group patient visit in which 8 to 12 patients experience a medical visit together, with their own primary care provider or specialist.

Deb Prescott, Harvard Vanguard Medical Associates Director of Shared Medical Appointments

The doctor/clinician is supported by a team: a documenter (or scribe who is writing the medical note real-time as the visit occurs), a behaviorist (who facilitates group dialogue and serves as a patient advocate), a nurse and/or medical assistant (who takes vital signs, updates immunizations and health maintenance screenings).

Harvard Vanguard has one of the largest ongoing Shared Medical Appointments in the U.S. with over 75 launched, in 16 different specialties and over 10,000 patient visits since the program began in 2008.

The purpose of a SMA is to: (1) improve timeliness and access to care; (2) increase the quality of care through a medical team that provides systematic support for each visit, (3) increase the amount of face time between patient and health care providers that fosters a trusting, partnering relationship; and (4) provide the patient with the support, empathy and advocacy of other patients.

The SMA increases the efficiency and capacity of medical care. The number of patients that can be seen in 90 minutes typically increases by 200% to 300% if sessions are filled.  For example, a physician who, on average, sees 4 patients in 90 minutes could double that, and in some cases, triple that number of patients while maintaining, and possibly enhancing the quality of care and the relationship between the clinician and each patient.

Consumer engagement and partnerships in primary care and shaping system

The group visit allows patients to serve as advocates and supporters of one another.  Patients ask each other questions, challenge one another’s assumptions, offer empathy and emotional support, advocate for one another, and share each other’s’ experience and wisdom —  all while the medical visit is being conducted.  The model creates a highly empowering dynamic that fosters tremendous engagement on the part of the patients and their family members who attend these group patient visits.

In a way, this model creates a real-time face-to-face social network as medical care is being delivered.  For example, patients counsel each other during the medical visit about what questions to ask the doctor or they reinforce what the doctor is saying.

Another aspect of enhanced patient (consumer) engagement derives from the fact that the physicians are freed up from paperwork and other administrative duties, so they can focus more on listening to their patients — really partnering with each patient to set goals. The physician can also observe their patients helping each other and interacting socially. This reduces the sense of isolation, intimidation and trepidation that patients may experience when seeing their doctor in the individual visit setting.

We have some evidence that our patients feel much more engaged and in partnership with their provider. For example, the patient satisfaction survey scores in SMAs are comparable to individual visits; and with some questions such as, ‘the doctors sensitivity to my needs’ and ‘ability to get a desired appointment’ patients actually score their SMA experience higher than in the individual visit appointments.

We Believe That…

It is our belief that the SMA model works especially well for the elderly, patients with chronic disease or other homogenous groups such as patients dealing with obesity, pre-operative exams or consultations, the under-served populations, as well as in situations in which patients have difficulty gaining access to care and/or could use additional support and advocacy from other patients/caregivers who are dealing with similar issues.  SMAs have also been highly beneficial with patients struggling with chronic pain and addiction; and Harvard Vanguard is beginning to target the pediatric population to address childhood obesity and asthma.

Harvard Vanguard has Discovered

Harvard Vanguard has discovered that once providers and patients actually experience a SMA, the vast majority are enthusiastic about it.  The most significant challenge to developing a fully functional SMA program is operational.  Success requires a highly standardized, team-based approach that entails planning, preparation, training and very rigorous on-going operational attention.  The other major challenge is making sure to invite enough patients to fill the groups. Our growing success with this model is due to a very organized, systematic and replicable protocol that is employed with the support and development of a true medical team.  This model requires that providers and staff learn to work together in a highly collaborative way.

About The Authors

Zeev Neuwirth, MD SM
Chief of Clinical Effectiveness & Innovation
Dr. Zeev Neuwirth was appointed Chief of Clinical Effectiveness & Innovation in December 2008. In this role, Dr. Neuwirth leads the organization’s efforts in developing and implementing innovations in health care delivery such as in our shared medical appointments program, process and quality improvement, and leadership development. Dr. Neuwirth also assists and advises in strategic planning and the patient-centered medical home project.

Deb Prescott

Debra Prescott is the director and program manager of shared medical appointments at Harvard Vanguard Medical Associates, an affiliate of Atrius Health in Newton, Massachusetts. Ms. Prescott plans, directs, and oversees all activities surrounding the development, implementation, and clinical management of the shared medical appointment program at Atrius Health. She has worked for Harvard Vanguard Medical Associates for over 25 years.

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Posted in Patient Communication, Patient Education, patient engagement, patient experience, Shared Decision-Making | Tagged Communication, Health care, shared appointments, Shared Decision-Making | 5 Comments

5 Responses

  1. on November 2, 2011 at 9:45 am Julie McKinney

    Zeev and Deb,

    This is very interesting! I had never heard of this model until recently.

    Watching the videos of the Shared Medical Appointments reminded me of
    adult education classes. That is also a setting where I have seen how
    important the peer support is to the individuals as they learn new
    information and try to incorporate it into their daily lives.

    Can you tell us more about how the patients interact during the appointments? Does it take some prodding by the behaviorist, or does it happen naturally? Also, how you think this interaction affects their ability to “own” the new information they are learning, AND how does it help them with their behavior change goals?

    Thanks,
    Julie


  2. on November 2, 2011 at 12:24 pm gerilynnb

    How do patients initially react to the idea of shared appointments? Is there any initial push back or trepidation? And how do you bridge them into their first appointment? Is everyone in the group new, or do they join existing an existing group?


  3. on November 3, 2011 at 8:22 am Julie McKinney

    As Geri mentioned earlier, the LINCS Health Literacy Discussion List is exploring this topic along with Engaging the Patient this week. As moderator of that list, I will be cross-posting relevant messages back and forth from list to blog. Please feel free to join the list at this address:

    http://lincs.ed.gov/mailman/listinfo/Healthliteracy/

    Here is a message from a list member that begins to answer Geri’s question above:

    I viewed the two videos and read the article. I was especially interested
    as I have customers who are interested in SMAs and I was familiar with both
    the CCF and UVA programs that were highlighted in the videos. From my
    experience as a diabetes educator in the past, I think that small groups
    can be effective and provide for support and encouragement. The small
    groups also serve as a voice for those patients who may not speak up. In
    other words, one person may ask a question that the other is afraid to ask.
    However, you also run the risk of no one asking the sensitive questions.
    Diabetes education use to be provided one on one for years and then we
    moved to the group model. Groups work well for teaching the same
    information to everyone, but are harder when you have to personalize
    information.

    Personally I would not want to be in a SMA group. I do not want my
    cholesterol, weight, BP, BMI, or other information shared. I am
    internally motivated so the group effect would not motivate me. In fact I
    might be more guarded with what I share. I also feel that the patient
    -provider relationship is between me and my doctor. As a healthcare
    professional, I prefer to be seen by a medical doctor rather than an
    advanced practice provider. Nothing against them, I just want someone more
    educated than I to direct my care.

    >From reading others’ comments, I wonder if we are all feeling that SMAs
    are” great for the other guy, but not for me?” So the question remains,
    who are the right people to participate in a SMA? Are there ways to
    determine who would benefit most? Has anyone studied this? What about
    drop-out rates, do we have data on that? Has anyone measured adherence
    levels in persons who participate in SMAs versus one-on-one visits?

    Carol A Younkin, BSN, MEd, CDE


  4. on November 4, 2011 at 10:17 am gerilynnb

    Do we feel SMA’s are for other people, but not ourselves?

    Yes and no. I think if I were just told about a group appt, my initial response would be “not for me.” But even just seeing a short video and getting a sense for it, I think it’s something I would try.

    I think we all imagine groups or support groups to be different in our mind’s eye – so I think this gets to the question of how to get people into the groups initially. Are there more subtle ways get people interested or involved?

    When I think about the focus group and Canyon Ranch LEP examples – it seems like if you can find an excuse to get people with similar health conditions or struggles in a room, then the peer support piece of the group sort of evolves naturally – and actually pretty quickly.

    But I can imagine being told to go to a group and worrying about having to share personal health or emotional information. But if I just came to a group to learn about something, I think I’d feel less guarded – and the peer support would then be more natural.

    Geri Baumblatt


  5. on November 20, 2011 at 12:39 pm Hurry Up, Doctor! The Need for Better Patient-Provider Interactions « The Public's Health

    [...] The World of Shared Medical Appointments (engagingthepatient.com) Share this:ShareEmailPrintTwitterFacebookLinkedInLike this:LikeBe the first to like this post. [...]



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    Both news and opinion, Engaging the Patient is brought to you by Emmi Solutions and is designed to connect healthcare leaders with peers who are making patient engagement a reality.

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