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Expert Insight

The next chapter of population health involves specialists. Here’s where to start. (Part 3 of 3)

Learn how to establish appropriate hand-backs from specialists to primary care providers.

Introduction to the series

Involving specialists in value-based care is hard. Not only is specialty care a more diverse space, but it's also more tied to traditional fee-for-service reimbursement and episodic care delivery. We’ve previously discussed how engaging specialists in accurate HCC capture is a ‘no-regrets’ opportunity in this hybrid financial incentive state—but what ambitious, yet feasible behavior changes remain for specialists? In this series, we discuss the three you should start with.

Click here for the full background.


The strategy: Hand-backs to primary care

Well-managed patients in specialty care create a bottleneck to access for new patients. Yet, it’s rare for provider organizations to establish effective patient hand-backs from specialty to primary care when appropriate. This is due to two mutually-reinforcing challenges: First, it’s easier for specialists to continue to see patients in their panel, rather than shift course. Second, patients themselves may prefer to stick with their specialist and resist hand-back efforts.

What we mean: Once patients are well-managed in specialty care, a hand-back is the process of transitioning patients from specialty to primary care for ongoing care management.

 

Start by setting cues for specialists on when to consider passing patients back to primary care. Zuckerberg San Francisco General Hospital (ZSFG) and Trauma Center made hand-backs part of the standard of care in their gastrointestinal (GI) clinic after measuring a 6+ month wait time for routine appointments. ZSFG leaders collaborated with PCPs and specialists to create a set of discharge standards for certain clinical scenarios, such as normal endoscopy with normal pathology, pathology with advanced neoplasia, and malignant colonic neoplasm.

ZSFG found that promoting communication between providers led to a significant increase of discharges from GI back to primary care, an increase in the ratio of new to follow-up appointments, and a decrease in median wait times for new appointments. A follow-up study found that providers were generally satisfied with the hand-back process, and discharge policies increased the overall complexity of specialist patient panels.

There is a perception that patients prefer to continue seeing their specialist—even if it’s no longer clinically necessary. An effective conversation between a patient and their provider can go a long way, and this can make patients less hesitant about returning to primary care.

Training and scripting resources on how to have hand-back conversations with patients will mitigate this concern. That way, if a patient pushes back, they feel equipped with how to respond.


Parting thoughts

We can’t improve population health without specialists. The three strategies outlined in this series are ambitious, yet feasible behavior changes that work under hybrid financial incentives primarily by addressing the specialist-PCP communication gap. Building avenues for collaboration and a shared culture is at the core of referral considerations, e-consults, and hand-backs—and will remain central to future value-based care work. Focus your efforts here to start engaging specialists.


About the sponsor

Episource reinvents risk adjustment program management across healthcare organizations with an integrated platform. We empower the most recognizable names in healthcare with end-to-end risk adjustment solutions. From risk adjustment analytics, retrospective chart reviews, in-home assessments, encounter submissions and quality reporting, Episource simplifies healthcare with elegance and innovation.

Learn more about Episource

This expert insight series is sponsored by Episource, an Advisory Board member organization. Representatives of Episource helped select the topics and issues addressed. Advisory Board experts wrote the post, maintained final editorial approval, and conducted the underlying research independently and objectively. Advisory Board does not endorse any company, organization, product or brand mentioned herein.

View Advisory Board's Editorial Guidelines

Sources

Tuot D, et al., “Increasing Access to Specialty Care: Patient Discharges From a Gastroenterology Clinic,” AJMC, 20, no. 10 (2014): 812-819.

Selvig D, et al., “Gastroenterologist and primary care perspectives on a post-endoscopy discharge policy: impact on clinic wait times,” BMC Health Services Research, 18, no. 16 (2018).


Sponsored by

This expert insight series is sponsored by Episource. Advisory Board experts wrote the post, conducting the underlying research independently and objectively.


SPONSORED BY

INTENDED AUDIENCE

AFTER YOU READ THIS

1. Understand the benefits of hand-backs to primary care.

2. Learn strategies for establishing hand-back protocols and training specialists how to manage patient relationships.

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