Improving Client Engagement in Primary Health Care Services

1
Improving Client Engagement in Primary Health
Care Services

• Jewish Guild For The Blind

2
Identify Area/s for Improvement

• To improve client engagement into Primary Health
  Care.
• Assuring that clients maintain regular PCP
  visits, providing follow-up and assistance to
  clients who are not not engaged or not regularly
  engaged in Primary Health Care.

3
Organize Improvement Project Team

• Team selected
• supervisor case managers

4
Review Current Process

• Case Review found
• Providers were listed in the core history section
  of case management notes.
• The monitoring of Primary Health care use was
  listed as a treatment plan objective.
• Attendance was not documented by date of last
  appointment.
• No uniform follow-up of persons who are not in
  primary care.

5
Select Test Improvement Strategies

• New monitoring and documentation guidelines
  developed for Primary Health Care uniformity.
  (see attached)
• A case review instrument was developed.(see
  attached)
• A sample 15 Intakes and Reassessments from March
  and April were reviewed using a brief review
  instrument. (see attached.)

6
Measure Results of Improvement Strategies

• Sample Size
• 5 Intakes and 10 Reassessments
• Results
• 100 documentation of primary care providers in
  the core history on the treatment plan
  re-assessment
• 50 of charts indicated the date of the last
  reported primary care visit

7
Lessons Learned

• Guidelines must clearly specify required
  documentation

8
Next Steps

• Guideline instructions were further modified to
  highlight the need to list the last reported date
  of primary care attendance.
• Staff are trained on the revised guidelines
• Small scale data collection will occur to measure
  progress