Improving Client Engagement in Primary Health Care Services

1. Improving Client Engagement in Primary Health Care Services Jewish Guild For The Blind

2. Identify Area/s for Improvement • To improve client engagement into Primary Health Care. • Assuring that clients maintain regular PCP visits, providing follow-up and assistance to clients who are not not engaged or not regularly engaged in Primary Health Care.

3. Organize Improvement Project Team • Team selected: supervisor & case managers

4. Review Current Process Case Review found: • Providers were listed in the core history section of case management notes. • The monitoring of Primary Health care use was listed as a treatment plan objective. • Attendance was not documented by date of last appointment. • No uniform follow-up of persons who are not in primary care.

5. New monitoring and documentation guidelines developed for Primary Health Care uniformity. (see attached) A case review instrument was developed.(see attached) A sample 15 Intakes and Reassessments from March and April were reviewed using a brief review instrument. (see attached.) Select & Test Improvement Strategies

6. Measure Results of Improvement Strategies • Sample Size: 5 Intakes and 10 Reassessments • Results: 100% documentation of primary care providers in the core history & on the treatment plan re-assessment 50% of charts indicated the date of the last reported primary care visit

7. Lessons Learned • Guidelines must clearly specify required documentation

8. Next Steps • Guideline instructions were further modified to highlight the need to list the last reported date of primary care attendance. • Staff are trained on the revised guidelines • Small scale data collection will occur to measure progress