Technical Assistance Training

Appendix B5 CHW Data Collection_Technical Assistance Training.pptx

Frontier Community Healthcare Network Coordination Grant

Technical Assistance Training

OMB: 0915-0383

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Technical Assistance Training for Data Collection

Evaluation of the Frontier Community Health Care Network Coordination Grant

01/27/2021

 

Presenters and Evaluation Team

Presenter

Donald Nichols, IMPAQ

 
  

Evaluation Team

NORC

Alana Knudson

 

Shena Popat

Altarum

Cathy Call

 

Dora Hunter

IMPAQ

Guido Cataife

 

Sharanjit Toor

 

Objectives of the TA

  1. 1.To introduce Quarterly Report data collection to Community Health Workers 

  2. 2.To provide detail on data elements of the data collection instrument 

  3. 3.To ensure that CHWs have a clear understanding of the data collection effort 

 

The HRSA Office of Rural Health Policy  (ORHP) released the Frontier Community Health Care Coordination Grant, and the Montana Department of Public Health and Human Services was awarded this grant to support a network that focuses on clinical service coordination working with community health workers to:

    •  Improve quality of care 

    •  Reduce avoidable hospitalizations 

    •  Facilitate independent living to Medicare beneficiaries 

Background: Montana Grant

 

 Background: Evaluation

The Federal Office of Rural Health Policy (ORHP), who funds the Frontier Community Health Care Network Coordination Grant program, is interested in learning how the program has impacted the lives of your clients.  

As such, ORHP contracted with the Altarum Institute and its partners (IMPAQ and NORC) to conduct an evaluation of the program.

 

Site visits and telephone interviews

    • Access to care  

    • Implementation of model 

    • Sustainability 

Quarterly reports

    • Recruitment activities and successes 

    • Client interventions and successes 

    • Resources necessary for success 

Effectiveness analysis

    • More efficient use of health care services 

    • Fewer preventable readmissions 

    • Better self-disease management and foster independent living 

Client Satisfaction - assess experiences and satisfaction

Background: Elements of the Evaluation

 

Purpose:

    • To keep ORHP updated on the progress, successes, and lessons learned 

Report contents:

    • Summary of recruitment efforts 

    • Census of clients 

    • Description of client interventions and progress 

    • Accounting of all resources used in program administration and interventions 

Accurate reports:

    • Helped by information from you (CHWs)! 

Quarterly Report Overview

 

Frequency = quarterly

Longitudinal

EXCEL worksheets

    • Client data tab 

    • Implementation data tab 

Provide information to Heidi Blossom, safely

    • She will consolidate and submit securely to us 

       

Quarterly Reporting Overview

Report #

Analysis Period

Collection Date

1

Beginning – 12/31/2013

2/21/2014

2

1/1/2014 – 3/31/2014

4/14/2014

3

4/1/2014 – 6/30/2014

7/14/2014

4

7/1/2014 – 8/31/2014

9/15/2014

 

What we expect the CHWs to do for this current reporting cycle

  • Capture current and previous client information 

    • From <enter dates > to 12/31/2013 

  • Submit EXCEL file to Heidi Blossom 

Reporting Expectations       

 
  • Client Information 

  • Intervention Information 

  • Program Operation Information 

Data Collection Introduction

 
  • Location 

  • Client number 

    • Medicare ID number 

    • Medicaid ID number 

  • Chronic health conditions 

  • Payers 

  • Intervention start date 

  • Intervention goal 

  • Intervention activities 

  • Goal achievement update 

  • Involved partners 

  • Additional resources 

  • Intervention completion/exit date 

  • Reason for completion/ exit 

Client Data Overview

 

Location and ID

for each client:

Client Data: Location and Identification Number

 

Health Information

    • More than one response could be chosen.  

    • Yes”/ “No” response for each qualifying conditions 

    • Free text response for other conditions that influence a client’s participation and intervention design 

Client Data: Health Information

 

Payer Information:

    • Yes”/ “No” response for each qualifying conditions 

    • Free text response for any other payer (e.g., TRICARE) 

Client Data: Payer information

 

Intervention Goal

    • Client’s goal in participating in the program.  

    • Goals that are numerically measureable are helpful. 

    • More detail is better. 

Intervention Activities/Design

    • Client’s intervention activities and/or design of the client’s intervention. 

    • More detail is better. (e.g., reason for selecting activity; frequency and duration of activities; missed appointments)  

Client Data: Intervention Characteristics

 

Update on achievement of goal

    • Progress toward or complete achievement of the intervention goals. 

    • If goal is measureable, provide numerical updates. 

Partners involved in intervention

    • Non-CHW and non-hospital organizations 

      • E.g., senior center, Meals on Wheels, church 

    • List name/type and describe what they do 

Client Data: Intervention Information (2)

 

Resources that are not provided by grant

    • Resources used directly in client interventions. 

    • Choose “Yes” or “No” for type of additional resource. 

    • Provide description of resource. 

    • Estimate financial value (note if used for multiple clients, so that value is not double counted). 

      • Price of equipment 

      • Wages to pay someone to supply volunteer services 

    • Describe how resource is/was used in client’s intervention. 

Client Data: Additional Resources

 

Intervention Completion Date

    • Date when intervention was complete 

    • Date when the client left program before completion of goal 

      • Also indicate the reason for the early departure 

    • If client is still active in intervention, the completion status can be left blank 

Client Data: Intervention Completion

 

Captures recruitment efforts, successes, and challenges

Assesses whether CHWs have enough time

Accounts for additional resources in management of program (non-intervention work)

Only concerned with current analysis quarter

Implementation Data Summary

 
  • Number of client recruitment attempts 

  • Source of recruited clients 

  • Method of recruitment 

  • Number of new clients from attempts 

  • Understood reasons for unsuccessful attempts 

  • Total hours worked by CHW on program 

  • Additional resources (financial, equipment, volunteers, other) 

Implementation Data       

 

Source of attempts

    • Source from which the CHW identified the potential clients whom s/he attempted to recruit. 

    • If multiple sources, note how many from each source. 

    • Examples: hospital case managers/staff, senior center, family/friends of patients 

Method(s) of recruitment

    • Describe how the program was introduced to potential clients to recruit them into the program. 

    • If multiple methods of recruitment, note number of potential clients for each. 

Implementation Data: Recruitment

 

Number of new clients

    • Number of new clients recruited to the observation quarter. 

    • If multiple methods of recruitment, note number of successful recruitments from each method. 

Understood reason(s) for unsuccessful attempts

    • The reasons provided by recruited potential clients to CHWs for declining to participate in the program. 

Total hours spent by CHWs on program

    • The total number of hours that the CHW spent working on all aspects of the program (recruitment, interventions, administrative). 

    • Greater than, equal to, or less than 8 hours allocated by grant. 

Implementation Data: Enrollments       

 
    • Resources used to support all non-intervention aspects of program (administration, recruitment, etc.) 

    • Choose “Yes "or “No” for type of additional resource. 

    • Provide description of resource. 

    • Estimate financial value. 

      • Price of equipment 

      • Wages to pay someone to supply volunteer services 

    • Describe how resource is/was used to support program. 

Implementation Data: Other Resources

 

Questions?

First data collection date = 2/21/2014

Thanks in advance!

Contact

Donald Nichols

[email protected]

510.465.7884, ext. 283

Conclusion

 
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