Steven Lipstein 2017 Leadership in Academic Medicine Lecture Keynote

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The Future of Academic Medicine: Rosy or Rocky? Steven Lipstein

Population Changes

Health Care Financing System

Financing Fi Changes

Health Care Delivery System

Delivery Delivery Changes D&K

Health Professions Education System

September 7, 2017

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America’s “Triple Aim” for Health Care

• Improve Population Health • Improve Health Care Quality, Safety and Outcomes • Reduce Per Capita Health Care Costs

2


Ascending to the “Triple Aim” Summit

Improving Health Improving Quality of Care/Service Reducing Per Capita Cost Bipartisan Budget Act of 2015

Site Neutral Payment Reductions at Off-Campus Provider-Based Hospital Outpatient Departments • Merit-Based Incentive Payment System (MIPS)

Medicare Access & CHIP Reauthorization Act (MACRA) of 2015 – • Part B Alternative Payment Model (APM) Path The “SGR Fix” • •

Medicare (CMS) Alternative Payment Models

• •

Medicare (CMS) Pay for Performance Taxpayer Relief Act of 2013 – The “Fiscal Cliff” Budget Control Act of 2011 – The “Sequester” Affordable Care Act of 2010 – “Obamacare” Reinvestment/Recovery Act of 2009 – The “Stimulus” Baseline 2008

Medicare Advantage (Full/Partial Risk) Accountable Care Organizations (Shared Savings) Bundled Payment for Care Improvement (BPCI) Oncology Care Model (OCM) •Value-Based Purchasing •Hospital Readmission Reduction •Hospital-Acquired Conditions 0.8% Medicare Payment  2% Medicare Payment  Coverage Expansions IT Meaningful Use


Health Care Financing System Population Changes The American Population Over Age 65 Will Double In Size By 2030

Medicare

Medicaid Expansion Is Variable State-to-State

Medicaid

Premiums And Out-of-Pocket Cost Sharing Grow Faster Than Wages

Self-Insured Employers

The Affordable Care Act Is Reducing The Number of Uninsured

Commercial Insurance 4


Medicare Math 1965

1982

2015

Beneficiaries

20 M

Life Expectancy at Age 65 (U.S.) (Women/Men)

81/78

84/80

86/83

Life Expectancy at Birth (U.S.)

74/67

78/71

81/76

17%

14%

15%

U.S. Poverty Rate Life Expectancy at Age 65 (Highest Country) (Women/Men) Life Expectancy at Birth (Highest Country) Poverty Rate of Highest Country Payroll Tax Ratio of Workers/Beneficiary

82/81

(Iceland)

77/72

(Norway/Sweden)

80 M

84/81

(Iceland)

80/77

(Norway/Iceland)

11%

?

89/84 87/81

(Japan/Switzerland)

9%

Switzerland

0.35%

1.45%

4.5

? 2.3

Medicare ACO “Attributed Lives” Medical Education + Disproportionate Share + Uncompensated Care

87/84

(Japan/Switzerland)

Sweden

Medicare Advantage Enrollees

Sources: OECD.org; Census.gov

2030

$2.5 B

17.2 M

7.7 M

$25.0 B

?

5


Medicaid Expansion: Status of State Decisions

Washington Montana

Oregon Idaho

Vermont

North Dakota Minnesota

South Dakota

Michigan

Wyoming Nebraska

Nevada Utah

Colorado

California

Arizona

Pennsylvania

Iowa Illinois

Kansas

Oklahoma New Mexico

New York

Wisconsin

Missouri Arkansas

Indiana

Ohio

West Virginia

Kentucky

Maine

New Hampshire Massachusetts Rhode Island Connecticut New Jersey Delaware Washington, DC Maryland Virginia

North Carolina

Tennessee

South Carolina Georgia

Texas Alaska

Hawaii

Louisiana

Alabama Mississippi

Expanded Medicaid (30 + DC) Have not expanded Medicaid (20)

Expansion states as of December 2015

Source: Tom Enders, Manatt, 2015 6


Commercial Payor Math Annual Growth: Premiums, Deductibles, Wages 2009 – 2016*

Deductibles

Premiums

Wages

*Projected growth 2015-2016. Sources: The Kaiser Family Foundation – and – Health Research & Educational Trust, Bureau of Labor Statistics, Mercer (2015/2016 US Compensation Planning Survey), The Commonwealth Fund

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The Affordable Care Act

Percent of Population Without Health Insurance Coverage (under age 65)

20.0%

20.3%

19.6%

19.2%

18.4%

16.4% 15.4%

15.3%

16.0% 15.0%

14.9%

14.0%

14.7%

Not Expanding

10.9% 8.2%

7.8%

Expanding 2009

2010

2011

2012

States Not Expanding

2013

2014

2015

2016

States Expanding

Source: US Department of Health and Human Services

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Health Care Financing System Population Changes The American Population Over Age 65 Will Double In Size By 2030

Medicare

Medicaid Expansion Is Variable State-to-State

Medicaid

Premiums And Out-of-Pocket Cost Sharing Grow Faster Than Wages

Self-Insured Employers

The Affordable Care Act Is Reducing The Number Of Uninsured

Commercial Insurance 9


Health Care Delivery System Financing Changes Pay-For-Performance Penalties-For-Variation - Readmissions

- Value-Based Purchasing - Hospital Acquired Conditions

Bundled Payments For Care Improvement (BPCI)

Continuing (People-Based) Care Systems MD/Practitioner Offices

Home

Schools

Workplace

Mental Health Centers

Extended Care

Episodic (Facility- Based) Care Systems Outpatient Centers

Specialty Care (Outpatient)

Community and Specialty Hospitals

Specialty Care (Inpatient, including Rehab)

Teaching Hospitals (Adult and Pediatric)

Regional Referral (Inpatient) Care

Oncology Care Model

(OCM)

Shared Savings Models (ACOs)

Full/Partial Risk Capitation 10


Pay-For-Performance BJC has 22 pay-for-performance (sometimes called “value-based” payment) arrangements across 7 different payors − Includes BJC hospitals and BJC Medical Group (employed physicians) − Includes Commercial, Medicare Advantage and Exchange populations Performance metric categories focus on clinical quality and efficiency − Hospital performance metrics are generally consistent with BJC’s clinical quality scorecard, including a subset of CMS’ Value-Based Purchasing metrics − Metrics included for BJC Medical Group align with NCQA HEDIS measures such as: •

Breast Cancer Screening

Colorectal Cancer Screening

Diabetes: HbA1c Control

Diabetes: LDL Control

Annual PCP Visit

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Penalties-For-Variation (BJC 2014 – 2016) • Value Based Purchasing Incentive Payments/Penalties $ 1.5 million - Processes of Care - Patient Experience* - Efficiency* - Outcomes* • Readmission Rate Penalties* ($ 4.7) million • Health Care Acquired Condition Penalties *Major Concern: Outcomes measures are NOT adjusted for patient/community socio-economic status (SES). ($ 7.8) million Total

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Bundled Payments For Care Improvement (BPCI) The Centers for Medicare and Medicaid Innovation (CMMI) offers physicians, hospitals and post acute care providers economic incentives to improve quality and reduce cost for an “episode of care.” – 48 episodes (including both procedural and medical) – Provides a single payment (actual or simulated) for all services delivered during the episode 2 Phases – Phase I: – Phase II: historical period 4 Models – Model 1: (currently – Model 2: through true up – Model 3: true up – Model 4: through 30, participants / 7 in Phase I)

Providers receive historical data; redesign care delivery Providers are required to go at risk; initial 2% or 3% discount off performance; additional savings can be achieved during a measurement

Hospital services only, during an inpatient admit  covering all DRGs 12 Phase II participants / 0 in Phase I) All services provided during an episode  3 days prior to an admission 30, 60, or 90 post-discharge (as selected by participant)  retrospective (currently 60 Phase II participants / 364 in Phase I) Post-acute services only  after an inpatient discharge, retrospective (currently 20 Phase II participants / 240 in Phase I) All services provided during an episode  3 days prior to admission 60, or 90 post – single prospective payment (currently 8 Phase II

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Oncology Care Model (OCM) Physician groups who prescribe chemotherapy may participate: – Traditional Medicare patients; a five-year commitment; 100 physician groups; approximately 175,000 episodes – Hospitals that employ, or otherwise are contracted with an eligible physician group may participate Services provided to a patient over a six month period (not just those that are related to the cancer) are totaled and compared to a target calculated for each participating physician group: – Each six month “episode” begins with the first administration of a chemo drug – The first two years require a larger discount off the group’s historical benchmark – 4%, but no downside risk – After the first two years, a participating group may choose to accept a downside, and the up front discount would be reduced to 2.75% During an episode, CMS will continue to make FFS payments to all providers. In addition, CMS will pay $160 per patient per month to help physicians modify care delivery and improve care coordination: – Functions as an advance, as the $160 per patient per month is included in calculation of total spend used to determine if savings are achieved, but is not included in the historical benchmark Includes 39 metrics focused on quality, patient satisfaction and efficiency (cost) of care delivery: – A “multiplier” will be established based on a group’s performance on the measures and applied to dollars saved in relation to the group’s target, with the result paid as shared savings – Invites other commercial payors and states to apply to participate in order to create a tipping point, and gives physicians a more significant incentive to redesign care for all patients – Other payors, who are selected to participate do not have to use the same design as OCM, but their approach must be approved by CMMI 14


Health Care Delivery System Financing Changes Pay-For-Performance Penalties-For-Variation - Readmissions

- Value-Based Purchasing - Hospital Acquired Conditions

Bundled Payments For Care Improvement (BPCI)

Continuing (People-Based) Care Systems MD/Practitioner Offices

Home

Schools

Workplace

Mental Health Centers

Extended Care

Episodic (Facility- Based) Care Systems Outpatient Centers

Specialty Care (Outpatient)

Community and Specialty Hospitals

Specialty Care (Inpatient, including Rehab)

Teaching Hospitals (Adult and Pediatric)

Regional Referral (Inpatient) Care

Oncology Care Model

(OCM)

Shared Savings Models (ACOs)

Full/Partial Risk Capitation 15


Shared Savings Models (ACOs)

Number of Lives Attributable to ACOs (28.3 million) 30

Millions of Lives

25 20

Medicaid ̴ 2.9 million Medicare ̴ 8.3 million •

838 ACOs Nation-Wide – 434 CMS ACOs

15 10

Private Payers ̴ 17.2 million

5 0 Source: Leavitt Partners in partnership with Accountable Care Learning Collaborative, January 2016

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Full / Partial Risk Capitation

Total Medicare Advantage Enrollment (millions)

16.8

17.6

15.7 14.4 13.1

9.7

10.5

11.1

11.9

8.4 6.9

6.8

6.2

6.8 5.6

5.3

5.3

5.6

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 % of Medicare Beneficiaries:

18% 17% 31%

15% 14% 13% 13% 13% 16% 19% 22% 23% 24% 25% 27% 28% 30% 31%

NOTE: Includes MSAs, cost plans, demonstration plans, and Special Needs Plans as well as other Medicare Advantage plans.

Source: CMS Medicare Advantage Enrollment Files, 1999 – 2016.

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Health Care Delivery System Financing Changes Pay-For-Performance Penalties-For-Variation - Readmissions

- Value-Based Purchasing - Hospital Acquired Conditions

Bundled Payments For Care Improvement (BPCI)

Continuing (People-Based) Care Systems MD/Practitioner Offices

Home

Schools

Workplace

Mental Health Centers

Extended Care

Episodic (Facility- Based) Care Systems Outpatient Centers

Specialty Care (Outpatient)

Community and Specialty Hospitals

Specialty Care (Inpatient, including Rehab)

Teaching Hospitals (Adult and Pediatric)

Regional Referral (Inpatient) Care

Oncology Care Model

(OCM)

Shared Savings Models (ACOs)

Full/Partial Risk Capitation 18


Can Any Stand-Alone Hospital or Health System Create a Total Cost of Care (Accountability) System All by Itself?

Episodic (Facility-Based) Care System

Fi

Continuing (People-Based) Care System

Delivery D&K

Total Cost of Care (Accountability) System

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The Math of Population Health Assume the Average Annual Premium is $8,100 or $675 PMPM Based on aggregated information from electronic medical records and insurance claims data, and then analyzed by computer software programs, patients are placed into groups, by risk strata, and into disease registries (e.g. diabetes)      

Healthy = Low Risk = Rising Risk = High Risk = Malignancy Catastrophic

No Chronic Conditions ($150 PMPM) Single Chronic Condition ($500 PMPM) Double Chronic Conditions ($1,000 PMPM) Triple Chronic Conditions ($3,000 PMPM) ($5,000 PMPM) ($12,000 PMPM)

Rising and High Risk Patients are likely to benefit the most from definitive and disciplined care management models.

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The “Must Haves” of a Total Cost of Care (Accountability) System  A Large, Diverse, and Inclusive Risk Pool: Healthy, Low Risk, Risking Risk, High Risk, Malignancy, Catastrophic. Size Matters.  Risk-Based Capital (Asset Risk, Underwriting Risk, Utilization Risk, Interest Rate Risk); the money set aside as reserves to cover total cost of care risk cannot be simultaneously deployed to the academic missions of education and research.  Data Analytics  Care Management Models  Friends and Collaborators, who can help defray the cost and disperse the risk associated with ALL OF THE ABOVE. (Very few academic medical centers or health system have the size, scale, and financial strength to do this by themselves.)

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BJC Hospitals & O/P Centers 2017 ILLINOIS

IOWA

NEBRASKA

MISSOURI

Metro Northwest Barnes-Jewish St. Peters Hospital St. Peters, MO

Metro North

Progress West HealthCare O’Fallon, MO Mid Missouri Boone Hospital Center Columbia, MO

Hospital

HealthCare

          

Metro West

Missouri Baptist Medical Center

Metro South

St. Louis Children’s Specialty Care Center BJH/WU Ortho Center

BJH/WUSM Center for Advanced Medicine South County

Southwest

 Hospital  Multi-Specialty Outpatient Center

Missouri Baptist Sullivan Hospital Sullivan, MO

ARKANSAS

Hospital Metro Central

Alton, IL

KANSAS

Alton

Memorial

Barnes-Jewish West County Hospital

OKLAHOMA

Christian

Northwest

Barnes-Jewish Hospital St. Louis Children’s Hospital The Rehabilitation Institute of St. Louis Metro East Memorial Hospital Belleville, IL

Memorial Hospital East Shiloh, IL

Southeast

Parkland Health Center Bonne Terre, MO Farmington, MO

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BJC Providers and WU Physicians 2017 WU Physicians

BJC Home Care 432 Staff

1,475 MDs 264 APs 1,082,666 Visits 1,114,682 Procedures $1.1B Revenue

HealthSouth Rehabilitation 2 Locations (2017) 2,100 Admissions

139,539 Visits

41,400 Visits

$56.2M Revenue

$43.0M Revenue BJC Hospice 139 Staff 54,143 Visits 98,989 Days $19.5M Revenue BJC Corporate Health 3 Locations

Bethesda Long-Term Care

15 Hospitals

156,000 Admissions 585,000 ER Visits 46,600 IP Surgeries 82,700 OP Surgeries $4.7B Revenue

35,360 Visits $11.0M Revenue BJC Behavioral Health

$25.2M Revenue BJC in the Community* 243 Programs 506,000 Participants 62 Staff $21.5M Budget BJC in the Schools**

5 Locations 320,630 Visits

BJC/Memorial Medical Groups

$60.1M Revenue

381 MDs 163 APs 1,237,000 Visits $170M Revenue

*Screenings, Services, Raising STL, Advocacy and Mobile Vans **Child Health and Youth Development

3 Locations 69,046 Days

25 Programs 193 Schools 24,200 Students 18 Staff $1.3M Budget

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BJC Collaborative: By the Numbers Reporting Period

System

Net Revenue (in thousands)

Operating Margin

Employees

Days Cash on Hand

Debt/Total Capitalization

BJC HealthCare St. Louis, MO

12/31/2016

$4,763,000

3.0%

31,031

335

26.0%

Saint Luke's Health System Kansas City, MO

12/31/2016

$1,517,962

4.4%

10,600

166

36.6%

CoxHealth Springfield, MO

09/30/2016

$1,329,483

2.2%

10,789

199

44.0%

Memorial Health System Springfield, IL

09/30/2016

$1,006,420

2.4%

5,961

228

37.5%

09/30/2016

$412,447

5.0%

2,990

214

27.7%

Southern Illinois Healthcare Carbondale, IL

03/31/2017

$583,507

4.0%

3,699

281

30.9%

Sarah Bush Lincoln Health System Mattoon, IL

06/30/2016

$300,680

10.0%

2,250

346

14.8%

Decatur Memorial Hospital Decatur, IL

09/30/2016

$267,258

not reported

2,147

110

7.1%

Blessing Health System IL

Total BJC Collaborative

Quincy,

$10,180,757

69,467

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BJC HealthCare: 2017 Strategic Imperatives and Goals I.

Taking Exceptional Care of People  High Reliability Patient Outcomes (Clinical Care and Service)  Clinical Information Management (w/BJC Collaborative)  High Engagement (Employees and Medical Staff)

II.

Operating in a Financially Responsible Way  Revenues Exceed Expenses, by an Amount Sufficient to Renew and Expand BJC’s Patient Care Enterprise, Including Human, Physical and Financial Assets (w/BJC Collaborative)

III. Positioning for Long-Term Success    

Delivery System Network and Service Line Growth (w/BJC Collaborative) Delivery System Renewal and Capacity Planning Readiness for Total Cost of Care Management and Risk Contracting (w/BJC Collaborative) Non-Acute Entry Access Points

IV. Staying True to Academic and Social Missions  Reduce Disparities: Access and Outcomes  Education, Research and Clinical Programs of Distinction

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The BJC Collaborative, LLC  Eight (8) Independently Owned And Governed Health Systems, covering Eastern Kansas, Missouri, and Southern Illinois  Large Purchasing Group (Vizient/MSS) • • • •

Supply Chain Capital Equipment Clinical Engineering IT Infrastructure

 Regional Specialty Care Networks • •

Cancer Care Neuro-Specialty Care

 Population Health Infrastructure (Not Risk Contracting or Care Delivery) • •

Combined Revenues of $10 Billion (Makes Us “Large” Without Fixed Asset Mergers) Shared Investment In Data Analytics And Care Management Models

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Key Questions for UAB Leaders, Faculty and Staff  Is UAB an Episodic (Facility-Based) Care System? A Continuing (People-Based) Care System? Both?  Are Financing Changes – specifically Total Cost of Care (Accountability) Systems emerging in this region of the country? At what pace? And to what extent?  Are Physicians, Nurses and other Health Professionals ready, willing and/or able to change whatever needs changing to adapt to a Total Cost of Care model of financing and care delivery?  How much money is in the UAB bank account?  How do University leaders think about taking insurance risk inside the University structure and onto the University balance sheet?  Who are UAB’s future friends and collaborators?

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