and Jeffrey T. Reiter2
(1)
Mountainview Consulting Group, Inc., Zillah, WA, USA
(2)
HealthPoint, Seattle, WA, USA
Electronic supplementary material:
The online version of this chapter (doi:10.1007/978-3-319-13954-8_11) contains supplementary material, which is available to authorized users.
Keywords
Dr. GatherHuddlesDomestic violencePain agreement violationSchizophreniaBull’s Eye PlanAnticipatory guidanceChronic painAngry patientIn This Moment Stress ClassNeuroscience stress class exam room posterADHDMedication adherenceParent–child problemsHypertensionAlcohol and drug abuseWAVE exerciseSchool problemsSleep problemsWell-child visitsPain and Quality of Life PathwayQuality of Life ClassEmergency roomMedically unexplained symptoms (MUS)Developmental delaysChronic obstructive pulmonary disease (COPD)HomeworkLiving it up! Lifestyle classRoller coaster rideObeseWeight gainUSPSTFUS Preventive Services Task ForceBienestar workbookSpanishNeck painSobriety“It had long since come to my attention that people of accomplishment rarely sat back and let things happen to them. They went out and happened to things.”
Leonardo da Vinci
This chapter displays the life of a BHC named Dr. Gather for one day—it’s a Monday and it’s a busy one! As outlined in Figure 11.1, Dr. Gather’s schedule at the beginning of the day includes three follow-up visits, three initial patient visits, a stress management class, and a pathway meeting. As the day unfolds, opportunities for same-day services emerge: helping a PCP with a pain agreement violation, a warm handoff after a well-child exam, a same-day visit requested by a distressed patient with schizophrenia, a PCP-prep appointment, a warm handoff for a child with behavior problems, and a warm handoff for an adult with sleep problems. While saying, “Yes!,” to the same-day requests, Dr. Gather still manages to make handouts for the next day’s chronic pain class and to assist with an angry patient in the waiting area.
Figure 11.1
Dr. Gather’s schedule for Monday
As we go through the day, we describe Dr. Gather’s thoughts about how to integrate scheduled and same-day activities. For each case, we also describe the intervention Dr. Gather conducted, and for most cases we also provide a few general thoughts on the population and/or the visit strategy involved in the example. The interventions are of course only a sample of possible interventions, described here to provide an idea of what can be accomplished in BHC visits.
Monday Morning
The morning begins with a quick check of the schedule and preparation of commonly used materials (copies of the PCBH brochure, business cards, etc.). Dr. Gather places a copy of his BHC Daily Practice Management Plan sheet (see Figure 11.2 for an example) on his clipboard and heads out for huddles. As he is the BHC for six teams, he attends morning huddles on a rotating basis. This allows him to touch base with two teams each morning. Each team consists of a PCP and NA, at a minimum. Today, he drops in on the Blue Team (Family Medicine) and the Green Team (Pediatrics).
Figure 11.2
Example of a BHC daily practice management sheet
Huddle Activity
Upon arriving at the Blue Team huddle, the PCP (Dr. Ames) is reviewing ER records indicating that one of his patients asked for and obtained narcotic pain medication from the ER over the weekend. This is a violation of the patient’s medication agreement (see Chapter 14 for a discussion of medication agreements). Dr. Ames is glad to see Dr. Gather and asks that he call the patient to schedule an appointment. The clinic pathway directs Dr. Gather to assess violations of medication agreements with patients and make recommendations to the PCP prior to the next PCP appointment.
Dr. Ames also wants to briefly discuss Maria, who is scheduled to see Dr. Gather at 11:00 AM. Maria has seen Dr. Gather a few times in the past, but the last visit was 2 months ago. Maria’s complaint is chronic neck pain, but Dr. Ames suspects that she is a victim of domestic violence, and he is also concerned about her two young children. While Maria is very proud of her five-year-old son, she complains that he can be mean and that he will “hit me when he loses his temper.” She has further noted that he is “just like his father.” At her last visit with Dr. Ames, she had a bruise he suspected was from being hit, but she denied abuse just like she always has. Dr. Ames is hoping that Dr. Gather might be able to evaluate more for domestic violence and provide whatever assistance may be needed.
Dr. Ames also gives Dr. Gather a heads-up about a patient named Ed, who is scheduled with Dr. Gather at 2:30 PM. Recently released from jail and rehabilitating from a serious burn to his hand, Ed is now living in the community near the clinic with a brother. The brother is Dr. Ames’s patient and with Dr. Ames’s help arranged for Ed’s appointment with Dr. Gather. The brother reports that Ed has problems with alcohol and is hoping that Dr. Ames and Dr. Gather can help Ed stay sober. Dr. Ames explains that he would see Ed for an initial visit later in the week, so he would be able to support whatever intervention Dr. Gather starts.
Dr. Gather leaves and walks quickly to the hallway where the Green Team (Pediatrics) is huddling. They are preparing for a morning full of well-child visits but offer him a friendly greeting. The pediatrician, Dr. Goldberg, wants to talk about Samuel, who is Dr. Gather’s 2:00 PM patient. He has treated Samuel for ADHD for some time and states, “he has the best parents in the world,” but then goes on to say that they are probably a little too protective at times. He describes Samuel as a bright young man but tending to always talk too much and notes, “you can imagine how that is working for him in middle school.” Dr. Goldberg also inquires about Dr. Gather’s availability for warm handoffs that morning, as he often needs BHC help with problems he identifies in well-child visits.
7:45 AM, Phone Call to Patient
At 7:45 AM, Dr. Gather phones Trish, Dr. Ames’s patient who went to the hospital ER over the weekend asking for a narcotic pain medication. Trish is new to the clinic’s pathway program for patients who are receiving narcotic medication long term for chronic pain. It is called the “Pain and Quality of Life” Pathway. Dr. Gather knows her from a pathway orientation visit five weeks ago and from her attendance at the monthly “Quality of Life Class” that is part of the pathway. Both the orientation visit and class attendance are required for patients enrolled in the pathway, and Trish attended her first class three weeks ago. Trish confirms that she did receive pain medication at the ER and explains that she was having a flare in pain but denies knowing this was in violation of her medication agreement. Dr. Gather asks her to come for a visit to talk further about her medication agreement and to identify any barriers to her following its requirements. She agrees to come in for a visit on Tuesday with Dr. Gather, explaining that she “can get a ride on Tuesday, but not today.”
8:00 AM, May: Medically Unexplained Symptoms (MUS) (Follow-Up)
For many years, May has suffered from medically unexplained symptoms (MUS), with dizziness as her most frequent complaint. She worries that dizziness might be a sign of a rare neurological disorder that the doctors have been unable to diagnose. A 37-year-old single secretary, May uses more medical care than most patients and during stressful periods she increases her frequency of contacts. Dr. Town, her PCP for a number of years, has been careful to avoid unnecessary visits to specialty medical care and first involved Dr. Gather in care about 18 months ago. Since seeing Dr. Gather, May sees her PCP less. She has learned a variety of skills during BHC visits, including breathing techniques to help her be more present and more relaxed and mindfulness skills to help watch her distressing thoughts about her health, rather than always ruminating. Dr. Town and Dr. Gather see May in a “ping-pong” fashion, alternating visits and supporting each other’s interventions. During better periods, May has a visit with her PCP or Dr. Gather every couple of months.
May’s follow-up visit with Dr. Gather today is her first contact with the clinic in seven weeks. She is anticipating the anniversary of the unexpected death of her father five years ago; she is experiencing more dizziness, upset stomach, and head pain. She’s been leaving work early and her supervisor recently expressed concern about her keeping up with her work. May’s father died of a brain aneurysm, and while Dr. Town has reassured her about her health, she worries that she too will have an aneurysm. She’s been trying the breathing techniques at work but feels minimal benefit because, “I’m so wound up.”
Dr. Gather reviews acceptance strategies with May, and they practice a mindfulness exercise together, involving trying to hold onto a thought and then trying to push it away while at the same time trying to be aware of their immediate surroundings. They pick a neutral thought and work with it a few minutes and then they try the experiment with a frightening thought, not May’s thought about an aneurysm, but another stress-provoking thought (e.g., “I didn’t set the brake on the car; it could roll away.”). May observes that the thoughts hang around more when she struggles with them, particularly the frightening thought, and that she has trouble staying in the present where she can observe her surroundings when she is trying to control her thinking. Dr. Gather also reviews a breathing technique May used previously with benefit, and they take a walk around the outside perimeter of the clinic together with an intention of paying attention to two things: breathing (saying “here” on the inhale and “now” on the exhale) and surroundings (while allowing the mind to do whatever it does). This seems helpful to May and she agrees to daily morning and lunch walks to practice this skill. Dr. Gather also expresses compassion concerning the loss of her father and they plan for May to follow up with Dr. Town in four weeks. As a last thought, Dr. Gather offers a phone call check-in in one week, and May agrees that it would be helpful. They set a 7:45 AM phone check-in in one week; the focus will be on her rate of engaging in the walks.
Population-Based Care Thoughts
In a classic study of what is now called MUS, researchers tracked care over three years for 14 of the most common symptoms in a PC clinic (dizziness, headache, chest pain, shortness of breath, insomnia, fatigue, swelling, numbness, back pain, impotence, weight loss, cough, constipation, and abdominal pain). Almost 40% of patients in the clinic had at least one of these symptoms. Over a three-year period, PCPs identified a biological cause for the complaint in only 16% of the patients (Kroenke & Mangelsdorff, 1989). Other studies have found that between 25 and 50% of PC patients present with MUS, making MUS the most common category of complaints in PC (Burton, 2003; Kirmayer & Tailefer, 1997; Kroenke, 2007). Most of these patients do not engage with specialty MH care, yet they suffer psychologically as well as physically. Compared to patients with chronic disease, they have a lower quality of life, comparable or greater impairment in physical functioning, poorer perceived general health, and worse MH (Smith, Monson & Ray, 1986). Patients with MUS receive more diagnostic tests and have longer visits with doctors, in comparison with other patients, and this results in higher healthcare costs (Barsky, Ettner, Horsky & Bates, 2001; Smith, 1994; Smith, Monson & Ray, 1986; Zoccolillo & Cloninger, 1986).
A BHC can help the PCMH team improve outcomes with MUS in a variety of ways. By providing support and skill training, BHCs can help the patients better accept the difficult situation of having health concerns that are not diagnosable and medically treatable. They can teach a variety of skills, depending on the patient’s needs, such as stress reduction, mindfulness, anger management, and anxiety management. The BHC can also help patients improve social support, which may be an area of concern (as MUS patients miss more work and may have more relationship stress in general). By providing timely follow-up and sharing care with PCPs, they can help PCPs reduce their visit time with MUS patients and hopefully reduce the unnecessary diagnostic tests MUS patients typically receive.
8:30 PM, Raymond: Developmental Delays (Warm Handoff, Initial)
Raymond is 27 months old and was identified during a 24-month well-child visit as in need of a warm handoff to Dr. Gather. His parents had self-identified a positive screen for autism (see Figure 11.3 for the clinic’s Neurodevelopmental Disorders Pathway). With no patient previously scheduled in his 8:30 AM appointment slot, Dr. Gather was easily able to accommodate the warm handoff. During the visit, Raymond has no eye contact with his parents, nor Dr. Gather. He is very active and explores the room from the floor up. Both parents are concerned but tend to see him as making progress and probably “just being a boy.” Raymond’s parents are older and this is their first child. Their primary concerns are his lack of language, his tendency to put all kinds of objects in his mouth, and his restricted dietary preferences.
Figure 11.3
Neurodevelopmental PCBH pathway statement
When Dr. Gather asked the parents to prioritize their three primary behavioral concerns about Raymond, they decided that language was their priority. They said, “We want to communicate more with him.” Raymond’s mother had already started exploring sign language as a way to communicate with Raymond and he was responding somewhat positively. She was using a website to learn a few words and then trying to teach them to Raymond by standing in front of a mirror, as he seemed to have better attention to a reflected image of himself and his mother.
With Dr. Gather’s encouragement, the father agreed to support this direction and they brainstormed a list of ten words that they would try to teach Raymond to sign over the next 2–3 weeks. Dr. Gather also suggested that the parents look online for safe mouth toys that Raymond might use to satisfy his needs for oral stimulation, explaining that some children are more oral than others. Finally, Dr. Gather talked about the challenges of being parents of a child with developmental differences and asked if they might be interested in attending a workshop to get a few new ideas about how to address these successfully. Both indicated an interest, so Dr. Gather put them on the contact list for an initial offering of a workshop he planned to offer in the next 1–2 months. He also talked with Raymond’s parents about community resources and prepared a letter for the PCP to use when referring Raymond for services from the public schools and additional community resources.
Population-Based Care Thoughts and Actions
The most commonly occurring behavioral problems among children in PC include attention difficulties; mood and anxiety problems; externalizing problems, such as substance abuse (in older children) and behavior problems; and learning disorders. Autism is occurring more frequently, with available data suggesting a 57% increase between 2002 and 2006 (Autism and Developmental Disabilities Monitoring, 2009). Early identification is critical, and Dr. Gather’s availability to the PCMH team improves opportunities for early screening and intervention. Recently, Dr. Gather’s clinic developed a neurodevelopmental pathway to improve detection and early intervention for children with symptoms of autism. Figure 11.3 provides an overview of the pathway. The pathway makes use of two screening tools, the Modified Checklist for Autism in Toddlers (M-CHAT; Robins, Fein, Barton & Green, 2001) and the Ages and Stages Questionnaire: Social and Emotional (ASQ:SE; Briggs et al., 2012). Each tool is used a bit differently for screening in the clinic’s pathway plan. Dr. Gather’s assessment and intervention tracked the pathway plan, as outlined in Figure 11.3.
9:00 AM, Janet: Follow-Up
Dr. Reese referred this 66-year-old married mother of two adult children for a consultation concerning diabetes and atherosclerotic vascular disease three months prior to today’s BHC visit. This is her third BHC contact. At the time of initial referral, Dr. Reese had explained that Janet’s diabetes was not well controlled, even though Janet insisted that she was “pretty much doing okay” with her diabetes. Dr. Reese hoped that Dr. Gather could help Janet with some of her psychosocial concerns and her motivation for better self-management.
In her initial BHC consult, Janet explained that her 75-year-old husband had chronic obstructive pulmonary disease (COPD) and was in poor health. They were both worried about two of their children, one of whom had lost her job and the other who had problems with alcohol. Their son was serving time in Montana for a driving under the influence conviction. She missed him terribly and asked if Dr. Gather would write a letter to prison officials requesting that he be moved to a local facility. Janet indicated that she was testing her blood sugar on a regular basis but did not exercise and found it hard to make dietary changes. She reported that she was taking all medications as prescribed including an SSRI that she had taken off and on for years. Dr. Gather wrote a short letter to prison officials during the visit and gave it to Janet to mail. The homework plan resulting from the initial visit was that Janet would take daily walks with her husband and ask for his support in making dietary changes. Janet also agreed to initiate brief daily phone calls with her daughter who lived nearby. She left with an agreement to follow up with Dr. Gather in one or two weeks.
Janet had returned 16 days later for a second follow-up visit. She indicated that she and her husband were walking together for about 10 minutes every day and that she had started checking her feet daily. Both she and her husband were also eating better. She had talked with her daughter almost daily, and they were considering buying a used treadmill together, as the daughter was now reemployed. She had sent the letter to the prison officials, and her son had sent her a Mother’s Day card.
In today’s visit, Janet seems pleased to see Dr. Gather and report her progress. Figure 11.4 is a graph of Janet’s Duke Health Profile scores, as Dr. Gather views them today in the EHR. The light gray column represents her scores at her initial visit and the darker gray scores are today’s. As can be seen, physical, mental (zero at the initial visit), and social health scores have improved. Janet is pleased to see the graph when Dr. Gather shows it to her, and she reports that she is now walking six or seven times per day for 5–6 minutes on the treadmill that she and her daughter did end up purchasing together. She is socializing more and enjoying outings with her daughter. She is eating more vegetables, and she was concerned about her morning blood sugars, which have been high for several days. She is seeing Dr. Reese later in the morning. Dr. Gather did not schedule a follow-up visit with Janet, but did recommend that she attend the clinic’s drop-in “Living It Up! Lifestyle Class.” The class teaches a variety of skills related to healthy living (including values identification, value-informed goal setting in multiple areas, making strong behavior change plans, etc.). Additionally, Dr. Gather recommended in his chart note that Dr. Reese encourage Janet’s efforts to socialize more, use exercise to reduce stress, and ask for help when needed.
Figure 11.4
Janet’s Duke Health Profile scores at the initial and follow-up consultations
Population-Based Care Thoughts
Many cognitive behavioral interventions are useful with older patients who are demoralized by multiple medical and life problems. Problem-solving therapy (PST) (Harpole et al., 2005) offers an excellent methodology for older adults to use to effectively address various life events that trigger discouragement. It often appeals to older adults, who have solved many problems in their long lives. Older adults with multiple health problems are also good candidates for group medical visits. Robinson, Del Vento, and Wischman (1998) provide information on how to start a group clinic program for frail older adults, as well as detailed information on a curriculum, and this is also discussed briefly in Chapter 12. Another group service that is helpful in addressing the needs of this large and growing group of patients is a drop-in class that supports ongoing lifestyle change. Older adults often need more social support and are more available for classes than younger adults.
9:25 AM, Marie: Schizophrenia (Same Day, Follow-Up)
Marie is a 31-year-old single mother of two young children. She has a diagnosis of schizophrenia and has worked with her PCP (Dr. Town) and Dr. Gather for several years. She does not have citizenship and is not eligible for community MH services. She doesn’t want to go there anyway and she has problems with transportation as well. Today, she comes to the clinic because she got a ride and because she is “hearing voices again and can’t sleep.” She was not able to get an appointment with Dr. Town, but the front desk did add her to Dr. Gather’s schedule in the 9:30 AM slot, which was initially empty. She updates Dr. Gather, explaining that she moved away from the area for a few months with her previous boyfriend who has been violent toward her in the past. She is now back and living with a family from a church where she recently sought help. She needs medications and encouragement.
Dr. Gather first worked with Dr. Town to obtain a medication refill for Marie. Because of their long-standing relationship with Marie, Dr. Town knew which medications helped her and was willing to refill them given Dr. Gather’s assistance. Marie also agreed to a follow-up with Dr. Town in two weeks. Dr. Gather then encouraged Marie to use a skill discussed in a previous visit concerning working with hallucinations. This skill involves Marie taking a different perspective on her hallucinations, as well as her thoughts and feelings; the perspective is that of a passive observer, as opposed to a participant. In previous visits, Dr. Gather used a metaphor to help Marie develop this skill. The metaphor involved having Marie consider three perspectives on a roller coaster ride: a person taking the ride, sitting in the front seat (participant perspective), a person taking the ride experiencing the thrills but sitting back away and observing others on the ride (participant observer), and a person standing back from the ride and watching the big picture of the roller coaster and the people on it (passive observer). Dr. Gather reminded Marie to practice taking on the role of the passive observer in order to observe her hallucinations, instead of engaging them. This passive observer skill development exercise is an empirically supported ACT technique described in Strosahl and Robinson (2014). Dr. Gather also briefly reviews possible changes to improve sleep hygiene and encourages increased physical activity, printing all of this out for her in a written plan that she can take with her.
Population-Based Care Thoughts
Many patients with severe mental illness (SMI) receive care only in the PC setting. The life span of people with SMI is shorter than the general population, and the excess mortality is mainly due to physical illness (though suicide is also a significant factor; De Hert et al., 2011). Other factors related to their premature mortality include individual lifestyle choices, psychotropic medication side effects, and disparities in access to health care. People with SMI are also more vulnerable to homelessness and violence.
The BHC can assist these patients in many ways, including helping them access medication refills, teaching interventions for psychotic symptoms such as hallucinations (Bach & Hayes, 2002), and helping them make lifestyle changes to manage or prevent chronic medical conditions. Dr. Gather provided Marie with many of these services, as well as sleep hygiene education. Marie feels safe at the clinic and she comes when she can; when she comes, the team provides skill training, support, and medication. Having Dr. Gather as a team member who understands psychosis and is familiar with her plan and having an ongoing relationship with both Dr. Gather and Dr. Town make a big difference for Marie.
9:45 AM, Pain and Quality of Life Handout Preparation
The following day is when Dr. Gather regularly offers his “Pain and Quality of Life Class.” While looking at his schedule for the next day, he sees it already looks quite busy, so he takes advantage of 15 minutes of free time to develop a simple handout for the class. Over the weekend, he’d come across a good article about using progressive muscle relaxation for patients with chronic pain, and he decided he would teach this in tomorrow’s class. Thus, he uses this time to make a handout summarizing the article’s main points and makes copies for the entire class.
10:00 AM, Juan: Obese Teen (Follow-Up)
This is Juan’s third visit with Dr. Gather. He is a 14-year-old, referred two months ago by Dr. Goldberg for a consultation concerning weight gain, fatigue, and sad mood. At the initial visit, Juan indicated he was following Dr. Goldberg’s advice, making changes to his diet and exercising more. Dr. Gather had completed a functional analysis at that visit and found that emotional triggers were an important part of Juan’s weight gain over the past year. His parents had separated after a period of high conflict and his father had attempted suicide when he and his sister requested permission to live with their mother. He was passing in school and wanted to grow up to be an artist. The results of the initial functional analysis suggested that emotional distress, a low rate of activity, and a lack of relaxation skills (other than watching television) contributed to Juan’s problems with weight gain, fatigue, and sadness. Specifically, Juan tended to anticipate stressful interactions with his father during his weekend visits with him and to protect himself by overeating and watching television.