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How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC [email protected] NCCRA March 2, 1012 Chapel Hill, NC
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How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC [email protected] NCCRA March 2, 1012 Chapel Hill, NC.

Dec 30, 2015

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Page 1: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

How Did We Get Here and Where Do We Go Now?

Karen Lui, RN, MSGRQ, LLC

[email protected]

March 2, 1012Chapel Hill, NC

Page 2: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

How did we get here?

Page 3: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

1950’s - Pioneer Research• Our giants of 1950’s-1960’s included past

award recipients Drs. Sam Fox, Herman Hellerstein, Nanette Wenger, William Haskell, Gerald Fletcher…

• From bedrest to activity post-MI…• Safety of exercise for heart patients was

established (Haskell, 1978; others).• National Exercise & Heart Disease Project

(NEHDP-1973-1980) assessed mortality & morbidity of post MI patients receiving CR.

Page 4: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

A treatment was emerging with establishment of hospital, clinic, and community-basedexercise programs.• Univ of WI-Madison (1965-Balke)• CAPRI (1968-Pyfer)• Toronto Rehab Center (1968-Kavanagh)• YMCArdiac Therapy model (1970-Berra)• Denver Pulmonary Rehab (1966-Petty)• UCSD (1970-Moser)

1960’s - Pioneer Programs

Page 5: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Wake Forest Univ– Dr. Mike Pollock, Dr. Paul

Ribisl– MS degree program-1978

• Univ of WI-La Crosse– Philip K. Wilson, EdD– MS degree program-1978

• AACVPR founded by interested group of ACSM members in 1985

1970’s - An Emerging Profession

Page 6: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Concept of inpatient rehab was emerging with reimbursement now obtainable.

• Outpatient CR– Sq footage wasn’t typically factored into cost– RN salaries were appropriate to staff CR– Covered for 12 months post DC • 72-78 sessions

– Programs were profitable for hospital

Cardiac Rehabilitation 1975

Page 7: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Cardiac Treatment Centers (CTC)• Set up 120 hospital outpatient CR

programs• CTC nurses were given 3-4 weeks of CR

training and then certified by CTC

Cardiac Rehabilitation 1975

Page 8: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Outpatient CR• Group of 4-8 patients• Group warm-up & cool-down• Group exercise with intermittent rest and/or

circuit – TM, stationary bike, arm ergometer• Nurse-dictated settings• Pulse check

Cardiac Rehabilitation 1975

Page 9: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• 1976-protesting for the right to be a nursing student in MA (thanks to Massachusetts chapter of ANA)

• 1978-CCU for post MI patients: no “chair” privileges, no hot beverages, no rectal temps, etc.

• Take the CCU defibrillator to the YMCA 3x/wk

Where were you when…?

Page 10: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Inpatient CR services no longer reimbursed by Medicare

• Outpatient CR-36 session limit

• Growth in CABG procedures and in CR programs (basement)

Cardiac Rehabilitation 1985

Page 11: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Dr. Nanette K. WengerEmory Univ School of MedicineDirector, Cardiac ClinicsGrady Memorial Hospital, Atlanta

1986 AACVPR Keynote:Future Directions for

Cardiovascular Rehabilitation

Page 12: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• 1989: CMS (then HCFA) - requirement for a physician in the exercise room during cardiac rehab,

• Dr. L. Kent Smith, Dr. Barry Franklin & other AACVPR leaders, with other organizations, succeeded in getting this requirement rescinded!

Early Advocacy

Page 13: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Our practice changed in response to science:• Depression screening tool was added to our

assessment,• Educational/counseling shifted from classes-

for-all to based on each patient’s readiness to change,

Cardiac Rehabilitation 1995

Page 14: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Resistance training became part of our phase II CR exercise prescription,

• Heart rate monitoring devices enhanced self exercise progression,

• More focus on promoting self-efficacy strategies for better long-term patient outcomes.

Cardiac Rehabilitation 1995

Page 15: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Untoward event data recognized as important to track and report;– Carl King, EdD

• Computer software allowed better tracking of patient outcomes. – Mark Lui, MS

Co-Director & Computer Programmer, SWFHG

Cardiac Rehabilitation 1995

Page 16: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Classes were changed to open gym model to:• Allow more slots per day• Provide flexible scheduling similar to what

patients would encounter after Phase II• Improve adherence and patient satisfaction

Cardiac Rehabilitation 1995

Page 17: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Classes were changed to open gym model to:• Tailor duration to individual’s progression

tolerance • Encourage daily exercise regimen• Allow an accelerated option for program

participation with appropriate patients

Cardiac Rehabilitation 1995

Page 18: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Resistance training-safe & beneficial for cardiac patients– Pollock, Franklin, Balady, Ades, others

• And for pulmonary rehab patients– ACCP/AACVPR Pulmonary Rehabilitation

Clinical Practice Guidelines (2007)

Cardiac Rehabilitation 1995

Page 19: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Relationship between depression and heart disease was emerging.

James A. Blumenthal, PhD (& others) 2002 AACVPR Established Investigator Award

Cardiac Rehabilitation 1995

Page 20: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• AACVPR (Pat Comoss, President) secured AACVPR contract with Agency for Health Care Policy and Research (AHCPR)/NHLBI to develop Clinical Practice Guidelines for CR, based on science,

• Defined CR as a secondary prevention intervention with emphasis on comprehensive risk factor management and exercise therapy.

Clinical Practice Guidelines for CR1995

Page 21: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Transtheoretical Model of Behavior Change by Prochaska & DiClemente,

• Self-Efficacy concept by Bandura (1960’s),• Behavior change models were emerging

that demonstrated more effective ways to help patients change behaviors.

Cardiac Rehabilitation 1995

Page 22: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

State collective outcomes project tracked exercise progression:

• Outcomes differed in frequency, intensity, & duration between “progressive” and “conservative” approaches,

• Programs that began to measure outcomes were likely to change in response to findings.

Cardiac Rehabilitation 1995

Page 23: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Where are we?

Page 24: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Patient profiles have changed, i.e., older, less fit, more diabetes/metabolic syndrome, more obesity.

-Evans J, Bethell H, Turner S et al. Characteristics of patients… JCRP, 2011;31:181-187. -Audelin MC, Savage PD, Ades PA et al. Changing clinical profile of patients… JCRP, 2008;28:299-306.

Cardiac Rehabilitation 2010

Page 25: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Research demonstrates better patient outcomes by optimizing the exercise intervention.

• High-calorie expenditure exercise-Ades, Savage, Toth et al, Circulation, 2009;119;2671-2678.

• 1% increase in peak VO2 predicts 2% decline in CV mortality-Vanhees et al, JACC, 1994

• Peak aerobic capacity (METs) strongest predictor of risk of death for subjects with and without CV disease-Myers et al, NEJM, 2002; Keteyian et al, AHJ, 2008

Cardiac Rehabilitation 2010

Page 26: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• CAD is now recognized as a disease on a continuum and lines between “phases” are less delineated-

• Same patient population with same long-term exercise and behavior change goals to address disease progression.

Cardiac Rehabilitation 2010

Page 27: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

CR is now less restricted by regulatory limitations and is able to deliver services using more clinically-effective models:• Medicare-required non-exercise components• Medicare reimbursement for non-ECG monitored

exercise• More flexibility in delivery of sessions, individualized

for each patient

Cardiac Rehabilitation 2010

Page 28: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Individualization of treatment plan is now required by Medicare, based on measurable goals.

• We now know short-term goals for modifying risk factors is most effective when based on the patient’s readiness for change.

Cardiac Rehabilitation 2010

Page 29: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• CR referral is on track to be a Medicare core measure, leading to systematic evaluation for CR,

• EMR will enhance this systematic process,• Increased referrals will demand increased

program capacity and expansion to provide services to broader range of CAD patients.

Cardiac Rehabilitation 2010

Page 30: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

The CR team needs to specify goals…as measurable physical, behavioral, and risk factor outcomes linked to clinical outcomes. If this is done effectively, the combination of rehabilitation and secondary prevention will become the standard of care for patients with coronary heart disease.

“Cardiac rehab and secondary prevention of CHD”. NEJM, 2001:345;892-902. Dr. Phil Ades, Award of Excellence recipient, 2006

Cardiac Rehabilitation 2010

Page 31: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• AACVPR Program Certification-1998–Carl King chaired effort that led the

field to outcomes measurement• Clinical Competency Guidelines for

Pulmonary Rehabilitation-2007–Nici, Limberg, Hilling, Carlin,

Normandin

Significant AACVPR Steps inAdvancing the Profession

Page 32: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Core Components of CR/Secondary Prevention Programs-2007–Balady, Williams, Ades, Bittner,

Comoss, Franklin, Sanderson• AACVPR Cardiac Rehabilitation Core

Competencies-2010–Hamm, Sanderson, Ades, Kaminsky,

Roitman, Williams

Significant AACVPR Steps inAdvancing the Profession

Page 33: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Performance Measures on CR for Referral/Delivery of CR/Secondary Prevention Services-2007– Thomas, King, Oldridge, Spertus, Pina

• Performance Measures for PR: Quality of Life and Functional Capacity-2010–Garvey, Bauldoff et al

Significant AACVPR Steps inAdvancing the Profession

Page 34: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Where do we go now?

Page 35: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• CR and PR services are strengthened through a multi-disciplinary approach.

• Early 1990’s: AACVPR pursued program certification over individual certification for CR/PR providers = good decision.

Important Next Steps-Individual Accreditation

Page 36: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Core competencies define a set of measureable indicators required for minimal expectations for performance,

• Program core components define specific information/skills necessary to provide evidence-based care in CR programs.

Important Next Steps-Individual Accreditation

Page 37: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• There are no “continuing education requirements” specific to CR/PR to provide the knowledge and skills that core competencies call for the rehab team to have.

• There are limited resources available for practitioners to obtain the specific knowledge and skill set for this profession.

Important Next Steps-Individual Accreditation

Page 38: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

AACVPR is currently examining need for individual accreditation process specific to CR/PR services.

Important Next Steps-Individual Accreditation

Page 39: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• What should program certification represent in 3-5 years?– Valuable QI experience– Standard of Care

• Is AACVPR ready to promote program certification as a factor to be considered in payer reimbursement decisions?– What if CMS asked that question today?

Important Next Steps-Program Certification

Page 40: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• CR and PR-endorsed performance measures now exist.

• Payers are moving toward performance-based reimbursement:– Pay for Performance– Hospital-Associated Conditions– Intensive Cardiac Rehabilitation

Important Next Steps-Program Certification

Page 41: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

AACVPR Program Certification will: • Be based primarily on outcomes-based

criteria• Be well-integrated with science, i.e.,

Guidelines & Registry • Include “qualified team” criteria, based

on core competencies

Important Next Steps-Program Certification

Page 42: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Science Practice

Advocacy Budget

The Table of Balance

Page 43: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Gaps between science and practice are not unique to CR and PR.

• Practice depends on evidence.• Apply the evidence-based practice

guidelines to your practice• Modernize your delivery model to

maximize efficiency• Identify and achieve meaningful outcomes

Science and Practice

Page 44: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Liaison efforts between professional organizations is beneficial– J-11 MAC Committee and AACVPR

• On-going communication with policy makers regarding significant research is important– Recognition by CMS that cardiac and pulmonary rehab

are comprehensive services– Adoption by providers and payers of evidence in

demonstration projects and emerging coverage policies

• Continue to make your administration aware of scientific findings, national guidelines, program outcomes

Advocacy and Science

Page 45: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Ability to provide CR without a physician required to- –Be in the exercise room,– Sign every ECG strip!

• Expansion of Medicare-eligible diagnoses in 2006

Advocacy and Practice

Page 46: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

Pulmonary rehab payment issue iscritical to the survival of this

service.

Advocacy and Budget

Page 47: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Budget requires attention to opportunities for program growth and expansion of services,

• Current inefficiencies in program delivery should be addressed to improve your program’s bottom line.

Practice and Budget

Page 48: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Practice can better reflect the science,• Practice can focus on what’s important,• Programs can respond to changing

delivery and patient needs.

A Time of Great Opportunity

Page 49: How Did We Get Here and Where Do We Go Now? Karen Lui, RN, MS GRQ, LLC karen@grqconsulting.com NCCRA March 2, 1012 Chapel Hill, NC.

• Question why you do what you do, • Question how your practice might change

to better reflect current research,• Move your program toward collecting

meaningful outcomes, based on the direction our AACVPR Registry steers us.

• Thank our giants and heed their findings, recommendations, and vision.

In Conclusion…