The Triple Aim's Missing Link: Meaningful Engagement for Patients with Chronic Conditions

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Volume 27, Number 15 • August 1, 2014

The Triple Aim’s Missing Link: Meaningful Engagement
for Patients with Chronic Conditions
Amy Bucher and Raphaela O’Day

  What will it take to optimize health system per-   time in an appointment to fully explore the
formance and, most critically, patient outcomes?     patient’s health concerns, the hard work of
The Triple Aim is the Institute for Healthcare       changing behaviors happens outside the office.
Improvement’s (IHI’s) answer to this question        Patients and their caregivers are the ones who
and encompasses three areas of improvement:          must live into dietary and activity changes, take
                                                     medications and measure biometric progress,
• the patient experience, as measured both           and pay attention to the day-to-day details of
  through quality and satisfaction;                  their health. Unless the patient is fully engaged
• population health, as measured by out-             in his or her own health, the Triple Aim cannot
  comes; and                                         fully achieve its objective.
• reduction of cost.
                                                     The Triple Aim and the Polychronic Patient
  While each pillar of the Triple Aim is clearly       To be clear, the systemic issues that the Triple
essential for optimal performance and out-           Aim is intended to address are significant.
comes, we argue that there is a fourth, equally      Patients with chronic conditions represent a
critical pillar: engaging the patient in the sys-    large segment of the population, with 53.9
tem of care.                                         percent of all patients seen in the United States
                                                     in 2010 having at least one chronic condition
   Although the health care system clearly offers    and 39.5 percent having two or more.4 These
opportunity for improvement, we believe that         patients accrue significant health care costs. In
much of the real work of improving health out-       2013, Oliver Wyman determined that although
comes takes place outside of the system, within      polychronic patients — people with multiple
the patients’ daily lives. Data indicate that pro-   chronic conditions — represent only 5 percent
viders may spend no more than 12 percent of          of the total U.S. population, they drive 45 per-
their total work time interacting directly with      cent of health care costs,5 due to factors such
patients,1 with an average patient visit length      as emergency room (ER) visits and overutiliza-
of just over 20 minutes in 2010.2 Although no        tion of services.
clear relationship between provider visit length
and patient outcomes has been established, it          Once a person has been diagnosed with
is clear that patient satisfaction drops when        four or more chronic conditions, his or her
provider visits are shorter.3                        health care expenditures soar to over seven
                                                     times the national average.6 With the passage
  Even in the best case-scenario where patient       of the Affordable Care Act (ACA) and its
and provider spend an adequate amount of             provisions for outcome-based reimbursement,
Page 2 ■ Managed Care Outlook ■ August 1, 2014

health systems have a vested interest in helping     progress, and feel understood and accepted.
patients succeed at living into the recommen-        When these needs are supported by the system,
dations of their providers and complying with        patients are more likely to feel motivated and
instructions.                                        engage in positive health behaviors.

  The interventions that currently exist within         We sometimes speak of patient motivational
health plans and systems to help people cope         levels as if they range from low to high, with
with chronic conditions suffer from a set of         highly motivated patients being the ones to
common problems. Delivering high-touch               show engagement in health. The reality is
coaching or counseling is extremely high cost.       slightly more complex. We also should con-
Because of human capital and other resource          sider motivational quality, which speaks to
constraints, it is also not scalable. And, as more   the factors underlying a person’s motivation.
and more members suffer from polychronic             Motivational quality can range from the totally
conditions, the cost and scalability issues          extrinsic to the totally intrinsic. (See Figure 1)
intensify. Finally, it is difficult to get members
to engage with interventions outside of the             In general, intrinsic motivators are more
doctor’s office.                                     likely to sustain long-term behavior change.11
                                                     In between those two extremes are introjected
  Although financial incentives can increase         motivation (e.g., the internalized nagging voice
initial participation in programs such as health     reminding you of what you “should” do), iden-
risk assessments,7 the impact of these incen-        tified motivation (in which a behavior is consis-
tives does not typically sustain behavior change     tent with other goals you have), and integrated
in the long term.8 Moreover, patients who are        motivation (in which a behavior is part of your
not engaged in their own care incur up to 21         identity). In general, by supporting people’s
percent higher health care costs than their          basic needs of autonomy, competence, and
more engaged counterparts.9 For the Triple           relatedness, we can help them find motivators
Aim to succeed, we must find a way to improve        closer to the intrinsic side of the motivation
patients’ sustained engagement with their            spectrum, and in that way help promote sus-
health over time.                                    tained behavior change.

Engaging Patients                                    How Digital Health Coaching Brings
   When patients are engaged with their health,      Patient Engagement to Life
they feel a sense of ownership over it. The             The application of this theoretical approach
engaged patient collaborates with providers and      has been coined “motivational design.” The
supporters (such as friends or family mem-           beauty of motivational design is that, as an
bers) to achieve desired health and personal         approach, it can be applied to any type of
outcomes. Engaging patients to become active         health intervention, including face-to-face
participants in the health care process requires     encounters as well as digital program design.
understanding both individual motivations for        In our HealthMedia® Digital Health Coaching
change as well as supporting the members’ holis-     programs at Johnson & Johnson Health and
tic medical, emotional, and daily living needs.      Wellness Solutions Group, we strive to bring
                                                     these underpinnings of patient engagement to
  Psychological theory and research suggest          life. Here’s how.
that an engaged patient is being supported in
three fundamental needs. According to Self-            Autonomy: Supporting a patient’s autonomy
Determination Theory,10 people share basic           means giving the person as much choice as pos-
needs for autonomy, competence, and related-         sible, often within a set of constraints
ness. That is, patients must have some sense         (e.g., losing weight nearly always requires
of control over their health experience, believe     limiting calorie intake). A person feels auton-
in their ability to take action and experience       omy support when behaviors are presented in
August 1, 2014 ■ Managed Care Outlook ■ Page 3

                                                        Figure 1:
          Types of Motivation

                                                               [More likely to engage in and sustain behavior change]

            Amotivated       External        Introjected        Identified        Integrated         Intrinsic

             I am not     My employer/       I know I         The behavior is   The behavior       The behavior
             motivated    doctor/coach        should          consistent with   is part of my       feels good
                            told me I                            my goals          identity
                             need to

                           Controlled                                           Autonomous

          Adapted from Segar & Hall. Think Intrinsic Motivation is the Holy Grail of Exercise Participation?
          Think Again. Society of Behavioral Medicine Annual Conference, April 29, 2011.
          Ryan & Deci (2000) American Psychologist, 55(1), 68–78.

a way that allows them to express volitional                       Human beings are naturally hardwired to
choice. That is to say, even if the person does                    want to experience growth and success. Tactics
not enjoy the specific behavior, he or she sees it                 to help them do that include offering posi-
as a stepping stone to reach a larger goal that                    tive feedback when a behavior is aligned with
he or she does value. A person who really wants                    the goal, timely and specific feedback when
to lose weight for intrinsic reasons will be more                  a behavior is inconsistent with the goal, and
engaged in selecting a low-calorie meal each                       sequencing learning of skills logically and
day than a person whose only reason for losing                     transparently so that a person is more likely
weight is to satisfy a nagging spouse.                             to experience success as he or she tackles
                                                                   the list.
  In the context of Digital Health Coaching,
then, the first step to supporting autonomy is                       Within Digital Health Coaching, we high-
helping the user create a framework for voli-                      light a user’s areas of success, no matter how
tional choice. We begin the coaching experience                    small. Especially for a polychronic patient
by stepping the user through the process of                        who may feel overwhelmed by constant
thinking about important personal goals and                        negative health feedback, acknowledging the
values. These values are then threaded through                     things that are going right can be a powerful
the program experience to highlight how                            motivator. We also strive to make construc-
individual health behaviors contribute to the                      tive feedback timely and specific, particularly
achievement of the overall goal. At every point                    through tools such as Track Your Health,
in the Digital Health Coaching experience, the                     which provide granular activity data. Finally,
user is kept mindful of his or her personal goals                  the assigned activities within coaching are
and values as a way to promote autonomous                          tailored to the individual user’s beginning
choice.                                                            state and eventual goal; they are designed
                                                                   to be appropriately challenging and get
  Competence: Supporting someone’s compe-                          more so over time as the user makes health
tence means helping them learn and achieve.                        improvements.
Page 4 ■ Managed Care Outlook ■ August 1, 2014

  Relatedness: Supporting a user’s sense of         Conclusion
relatedness requires conveying warmth and             The Triple Aim is a worthwhile endeavor
positive regard. People who feel recognized as      that, if achieved, will not only save costs
individuals, whose personal characteristics are     across the American health care system but
acknowledged and positively regarded, feel sup-     also improve the quality of life for millions
ported with respect to relatedness. Relatedness     of patients. In order to get there, we need to
also can be supported by conveying belonging-       consider the missing link of patient engage-
ness to a relationship or a larger group.           ment: helping patients to take ownership of
                                                    their own health behaviors for the long term.
  In Digital Health Coaching, our tailor-           We believe that engaging patients requires a
ing technology is the cornerstone of how we         deep understanding of what motivates behav-
support relatedness. The program content is         ior change, including fundamental human
highly personalized based on each individual        needs to be autonomous, competent, and
user’s data. The unique combination of both         related. If we keep these considerations at the
condition-specific and psychographic user data      forefront when designing interventions and
including readiness for change, motivation, self-   interacting with patients, we can help advance
efficacy, and personal barriers to change are       the Triple Aim.
foundations to delivering the right information,
in the right way, and at the right time to sup-     Amy Bucher, PhD, Associate Director, Behavioral
port behavior change.                               Science, works as a member of the Behavioral
                                                    Science and Data Analytics Group at Johnson &
  Research on tailoring shows that people           Johnson Health and Wellness Solutions Group, with
who read tailored content show brain activ-         a focus on grounding digital health coaching program
ity in the neural structures associated with        content, design, and functionality with behavioral-
memory and self-relevance.12 This suggests that     science based approaches. Her research interests
the personalized content is in fact triggering a    include motivational design, patient and user engage-
sense of relatedness. Digital Health Coaching       ment, happiness, and social relationships and their
also supports relatedness by emphasizing users’     influence on health and well-being. Dr. Bucher re-
membership in social groups, whether it be by       ceived her AB magna cum laude in psychology from
coaching them through communication tech-           Harvard University and her MA and PhD in organiza-
niques and social support strategies for family     tional psychology from the University of Michigan.
and friends or by sharing normative feedback
that helps users understand how other poly-         Raphaela O’Day, PhD, Behavioral Scientist, is a
chronic patients like them cope with health         member of the Science and Innovation team at
behavior change.                                    Johnson & Johnson Health and Wellness Solutions
                                                    Group. She has primary responsibility for develop-
  The outcomes associated with Digital Health       ing participation and engagement strategies that are
Coaching suggest that motivational design           grounded in behavioral science and support sus-
can help engage patients, including those with      tained behavior change. She received her Bachelor of
multiple chronic conditions. The Johnson &          Science degree in Human Physiology, with an addi-
Johnson HealthMedia® CARE® For Your                 tional focus in Psychology from Michigan State Uni-
Health program, which addresses management          versity, her MA in School and Community Psychology,
of chronic conditions, has been found in two        specializing in Marriage and Family Therapy, and her
peer-reviewed studies to significantly reduce       PhD in Educational Psychology, with a concentration
medical utilization costs in a health system        in Neuroscience from Wayne State University. ■
setting.13 This is in addition to a body of self-
report outcomes that suggest improvements           Endnotes:
in doctor-patient communication, medication          1. Block, L., et al. (2013). In the wake of the 2003
adherence, and other critical factors in condi-         and 2011 duty hours regulations, how do internal
tion management.                                        medicine interns spend their time? Journal of General
August 1, 2014 ■ Managed Care Outlook ■ Page 5

     Internal Medicine, 28(8), 1042-1047. Doi: 10.1007/           9. Hibbard J., Greene J., & Overton V. (2013). Patient
     s11606-013-2376-6.                                              Activation and Health Care Costs: Do More Acti-
2.   www.cdc.gov/nchs/data/ahcd/namcs_summary/2010_                  vated Patients Have Lower Costs? Health Affairs.
     namcs_web_tables.pdf                                            32(2): 216-222.
3.   Dugdale, D. C., Epstein, R., & Pantilat, S. Z. (1999).      10. Ryan, R. M. & Deci, E. L. (2000) Self-determination
     Time and the patient-physician relationship. Journal            theory and the facilitation of intrinsic motivation,
     of General Internal Medicine, 14(Suppl 1), S34-S40.             social development and well-being. American
     Doi: 10.1046/j.1525-1497.1999.00263.x                           Psychologist, 55, 68-78.
4.   www.cdc.gov/nchs/data/ahcd/namcs_summary/2010_              11. Deci, E. L., & Ryan, R. M. (2000). The ‘what’
     namcs_web_tables.pdf                                            and ‘why’ of goal pursuits: Human needs and the
5.   www.ehcca.com/presentations/acosummit4/                         self-determination of behavior. Psychological Inquiry,
     bonnette_t4_1.pdf                                               11, 227-268.
6.   Machlin, S.R. & Soni, A. (2013). Health care expendi-       12. Chua, H. F., Polk, T., Welsh, R., Liberzon, I., &
     tures for adults with multiple treated chronic condi-           Strecher, V. (2009). Neural responses to elements
     tions: Estimates from the medical expenditure panel             of a web-based smoking cessation program.
     survey, 2009. Preventing Chronic Disease, 10, 120172.           Studies in Health Technology and Informatics,
     Doi: 10.5888/pcd10.120172.                                      144, 174-177.
7.   Serxner, S., Anderson, D. R., & Gold, D. (2004).            13. Schwartz, S. M., Mason, S. T., Wang, C., &
     Building program participation: Strategies for recruit-         Pomana, L., Hyde-Nolan, M., & Carter, E. (2013).
     ment and retention to worksite health promotion pro-            Sustained economic value of a wellness and disease
     grams. The Art of Health Promotion, March/April, 1-6.           prevention program: An 8-year longitudinal evalua-
8.   Volpp, K.G., et al. (2008). Financial incentive-based           tion. Population Health Management. DOI: 10.1089/
     approaches for weight loss: A randomized trial. Jour-           pop.2013.0042. Schwartz, S. M., Day, B., Wildenhaus, K.,
     nal of the American Medical Association, 300(22),               Silberman, A., Wang, C., & Silberman, J. (2010). The
     2631-2637. Volpp, K.G., et al. (2009). A randomized             impact of an online disease management program on
     controlled trial of financial incentives for smoking            medical costs among health plan members. American
     cessation. The New England Journal of Medicine,                 Journal of Health Promotion, 25(2), 126-133. Doi:
     360(7), 699-709.                                                10.4278/ajhp.091201-QUAL-377.

                       Copyright © 2014 CCH Incorporated. All Rights Reserved.
      Reprinted from Managed Care Outlook, August 1, 2014, Volume 27, Number 15, pages 1, 3, 5–8
        with permission from Aspen Publishers, Wolters Kluwer Law & Business, New York, NY,
                              1-800-638-8437, www.aspenpublishers.com
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