How to Build a Medical Home

5/30/2013
How to Build a Medical Home
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HOW TO BUILD A MEDICAL HOME:
Principles, Policy and Payment
Leah Newkirk, JD
Director of Health Policy
05/30/2013
California Academy of Family Physicians
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5/30/2013
Goals

Definition: What is a medical home?

Policies that encourage medical home
development.

Who is paying for the medical home?

Evidence from a California pilot.
What is a Medical Home?
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Medical Home Background





1967: Concept introduced by American Academy
of Pediatrics (AAP)
2004: Future of Family Medicine (FFM) expanded
the concept
2006: ACP introduced its version, the “advanced
medical home”
2007: AAFP, ACP, AAP & AOA drafted joint
principles on the Patient-Centered Medical Home
(PCMH)
Nov. 2008: AMA adopts the joint principles
7 Medical Home Principles
1.
2.
3.
4.
5.
6.
7.
Personal physician
Physician-directed medical practice
Whole-person orientation
Coordinated and/or integrated care
Quality and safety
Enhanced access
Payment
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Attributes
 Increased
Access;
 Population Management: planned visits,
patient registries;
 Physician-directed team approach;
 Quality: Continuous QI;
 HIT: patient registries, EHRs; and
 Service-oriented culture.
Investment in Medical Home =
Management of Chronic Illness
Management of chronic illness results in:



Improved quality and health and lower costs
Reduced hospital inpatient days and fewer ER visits
Targeting higher risk patients results in more significant
cost improvements
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5/30/2013
Savings
How are savings achieved in PCMH model? Some
prominent examples:



Group Health: 16% reduction in hospital admissions;
29% reduction in ER use
Geisinger: 18% reduction in hospital admissions; 7%
reduction in total PMPM costs
HealthPartners: 39% decrease in ER visits; 24% decrease
in hospital admissions
Policy
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Medical Home Aligns with Current
State and National Trends






Emphasis on quality and transparency: Quality
Reporting and Value-Based Payment
Emphasis on patient-centered care
Emphasis on technology: Meaningful Use
Emphasis on practice redesign/innovation
Emphasis on wellness promotion/disease prevention
Emphasis on integration: Accountable Care
Payment
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5/30/2013
Payment
Payment recognizes high value care.





Reflects the value of primary and preventive care
Encourages practice team’s involvement outside the
face-to-face visit
Pays for care coordination
Supports the adoption and use of HIT
Supports provision of enhanced access and additional
forms of communication
Ideal Payment Model
Fee-for-service PLUS to primary care teams:



Fee-for-service payments for face-to-face visits
PMPM for care coordination, increased access and
increased HIT
Bonus payments/Shared savings
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Payers

In 2012, several of the largest national plans
announced that they will introduce enhanced
primary care payment or payment for the medical
home model.
 Wellpoint
(Anthem)
 Aetna
 Blue
Shield
 United
…But this has not rolled out in CA.
Payers




The Office of Personnel Management
Covered California
Employers
Medicare: Value Based Payment Modifier (2015)
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Fresno PCMH Initiative
Parameters
 18 months
 July 1, 2012 – December 31, 2013
 PCMH Joint Principles
 ~2,751 patients; 45 provider group
 Three-tiered payment structure
 Fee-for-service (FFS)
 Care management fee (PMPM)
 Pay for Performance (P4P)
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Highlights of Practice Change





Payer Involvement
HealthTeamWorks’ Coaching
Monthly Collaborative
Use of Data
New Staff: Quality Improvement Practice Coach
and Complex Case Manager
Quality Outcomes, at 6 Months
Period 1
Metric
Number
1
2
3
4
5
6
7
8
9
10a
10b
Metric
Diabetes -- HBA1c Poor Control (>9%)
Diabetes -- BP Control (Systolic<140 and Diastolic<90)
Diabetes -- LDL Control (LDL<100)
Diabetes -- Depression Screening
IVD -- LDL Control (LDL<100)
IVD -- BP Control (Systolic<140 and Diastolic<90)
IVD -- Depression Screening
Population -- Breast Cancer Screening
Population -- BMI Documentation
Population -- BMI Counseling (18-64)
Population -- BMI Counseling (65+)
Numerator Denominator
276
574
399
574
225
574
1
574
175
397
290
397
1
397
345
606
1,508
2,186
45
729
20
171
Period 2
Benchmark
Percent
48.08%
69.51%
39.20%
0.17%
44.08%
73.05%
0.25%
56.93%
68.98%
6.17%
11.70%
Numerator Denominator
211
573
405
573
253
573
280
573
205
397
293
397
218
397
416
609
1,693
2,199
413
627
136
174
Benchmark
Percent
36.82%
70.68%
44.15%
48.87%
51.64%
73.80%
54.91%
68.31%
76.99%
65.87%
78.16%
Notes: Diabetes and IVD (cardiovascular) populations are identified via the flag supplied.
With the exception of HBA1c, all metrics are presented as the percent adherent to guidelines.
For all quantitative measures, missing or invalid values are considered out of control.
All measures consider only the adult population.
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Quality Outcomes, at 6 Months
Measures
Member Count
Average Age
Percent Female
Percent with BMI Counseling
Percent with Depression Screen
Percent of Females with Mammogram
Percent with Clinical Snapshot
Percent with Activity Counseling
Percent High Risk Contact
A1c Count
Average A1c
Systolic BP Count
Average Systolic BP
Diastolic BP Count
Average Diastolic BP
LDL Count
Average LDL
Count of Depression Screenings
Average Depression Score
Count of BMI
Average BMI
Count of Bad BMI
Average of Bad BMI
Period 1
2,186
50.9
64.3%
6.5%
0.1%
25.5%
3.2%
18.4%
0.0%
348
6.5
1,777
121.4
1,777
74.5
553
96.8
2
18.5
1,505
29.9
900
34.1
Period 2
2,199
51.3
64.3%
44.2%
18.7%
30.0%
38.7%
52.3%
14.5%
421
6.4
1,849
121.2
1,850
74.4
632
96.4
411
3.8
1,691
29.7
806
34.1
Includes adults without respect to age groupings.
Cost Outcomes, at Six Months
Measure
PCMH Group Full Group Compare
Ttl Claims
-21.74
-11.93
-9.81
Inp Adm
-16.23
-3.24
-12.99
Office Visits
-19.67
-14.66
-5.01
ER Visits
-9.57
3.78
-13.35
High Cost Trend
-44.91
-17.88
-27.03
Inp Cost per Day
-18.34
-18.81
0.47
ER Expense
-26.42
-10.52
-15.9
Inp Cost total
-30.31
-20.15
-10.16
Avg per Admission
-9.39
-11.59
2.2
Members using EAP
22.7
-5.9
28.6
Avg adherence rate
-4.13
-5.87
1.74
Avg ER Visits w/o PCP
61.5
0.71
60.79
Comment
In dollars
In dollars
Variability due to
denominator
$ 431,165
$ 1,821,872
12 Recent period
7 Prior period
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5/30/2013
CAFP



More than 8,500 family physician, resident and
medical student members
Strategic Goal: Advance the PCMH Model
Why?
 Improve
quality of care and patient health
 Strengthen the primary care profession
 Increase professional satisfaction
 Rejuvenate the primary care “pipeline”
CAFP
NOW Partnering with HealthTeamWorks and
California Primary Care Association to offer YOU
Transformation Support.
Contact lnewkirk@familydocs.org for more
information.
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5/30/2013
Questions?
Leah Newkirk, JD
Director of Health Policy
California Academy of Family Physicians
lnewkirk@familydocs.org
415.345.8667
The Road to PCMH Recognition:
My Health Medical Group
Larry Shore, MD
May 30, 2013
© 2012 Brown & Toland Physicians
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5/30/2013
Agenda
• PCMH Definition, MHMG History & Staffing
• The Care Model, Role & Workflow Transformation
̶ MD and NP Roles
̶ New Workflows
̶ Panel Capacity
̶ Incorporating the Triple Aim
̶ Results to Date
̶ What’s Next?
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
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What is a Patient Centered Medical Home?
The Patient Centered Medical Home represents a healthcare relationship between
patients and their physicians. Care is facilitated by provider teams, chronic disease
registries, advanced information technology and other means to insure that
patients get coordinated comprehensive care when and where they need it.
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
28
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5/30/2013
MHMG History and Formation
• Brown & Toland Physicians Board approved Patient
Centered Medical Home initiative in 2011
• 45 PCP’s invited to informational meetings
• Office Manager chosen
• 4 physicians selected to found the practice
• Site selected and developed at 1700 California Street
• Medical Assistants from physicians’ practices hired
• Office opened March 1, 2012
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
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Initial Staffing
•
•
•
•
•
•
4 physicians: 2 Internal Medicine, 2 Family Practice
LCSW from Brown & Toland
RN Care Manager from Brown & Toland
Data Analyst from Brown & Toland
Office Manager
Clinical Medical Assistants and Patient Service
Coordinators (reception, check out, back-office
ops/phones)
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
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5/30/2013
My Health Medical Group Today
• MD/NP teams managing risk adjusted panels supported
by 2 to 3 Clinical MA’s functioning in expanded roles
• Care Manager who oversees complex “Transitions of
Care” patients and leads Population Health Management
efforts and outreach
• Data Analyst provides monthly and quarterly data to
assist Health Management and Business Management
@ 2012 Brown & Toland Physicians
31
The Care Model, Role & Workflow
Transformation
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
32
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5/30/2013
A Clinically Integrated Care Model
Advanced Primary Care
Patient-Centered Medical Home
• Prevention & Wellness
• Point of Care Analytics /
Gaps in Care
• Population Management &
Chronic Care Registries
• Generic Prescribing
• Team-Based Care (NPs,
Care Manager, MA’s)
• Cost Effective Utilization of
Specialists & Ancillaries
• Access, Same Day
Appointments, e-Visits
• Patient Satisfaction & Loyalty
• Provider & Office Staff
Satisfaction
Patient & Family
Source: CAPG & Sharp Medical Group The Advanced Primary Care Model Jan 2013 presentation
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
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Role Transformation
Staff: Development of Clinical Medical Assistant, Back
Office, & Patient Services Coordinator Teams. “Everyone
functions at the top of their license”. Active participation in
practice redesign by all employees.
MD’s: USPTF screening guidelines and best practices in
chronic disease management drive the morning MD/CMA
huddle using the Care Planner. Allscripts HMP updated
by CMA following protocol. Consistent use of Action Plan
and Clinical Summary.
Patients: Change patient expectations and their role in
care, supporting self management.
@ 2012 Brown & Toland Physicians
34
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Evolving MD and NP Roles
• MD focus on sick, complex, and unstable patients
• MD has protected time and resources to proactively
manage care and coordinate with specialists
• NP takes on majority of stable chronic, preventive and
screening health exams. Some urgent care as well.
• Care Manager, along with Clinical Medical Assistants and
Back Ops, rounds out the team, focused on outreach and
Transitions of Care
@ 2012 Brown & Toland Physicians
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New PCMH Workflows
•
•
•
•
•
•
•
•
•
•
Team huddles using the Care Planner
CMA starts the patient note
Patients help reconcile the medications list
Action Plans created during visits
Clinical Summaries for virtually all visits
Modified Open Access Scheduling/”Quick Sick”
Extended Hours
BTP After Hours Clinic evenings and weekends
New Patient Portal Follow My Health 12/2012
Results reported to patients within 3 days by portal or
letter
@ 2012 Brown & Toland Physicians
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The “Building Blocks” of Advanced Primary
Care start with Risk Adjusted Panels
•Without a clearly defined patient panel it is not possible to
track clinical outcomes or financial performance
•The patient panel is also the basis for staffing the office at
every level
• Risk adjusting allows more precise staffing and
normalizes the work effort between teams
• How do you know who your patients are in an open
(ACO/PPO) system? What is the industry standard for a
full panel?
@ 2012 Brown & Toland Physicians
37
MHMG Solution Based on Data
• Multiple sources suggest that a full panel is 1800 patients
per MD, using the U18 convention (unique encounters in
the last 18 months)
• The CMS ACO algorithm can be used for patient
assignment based on who provides the majority of care
over a specified time period
• Panel capacity is adjusted for MD FTE status and for
disease burden using the Care Analyzer Relative Risk
Score (RRS) number for the provider’s panel
• FNP can expand team panel capacity, with some caveats
@ 2012 Brown & Toland Physicians
38
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5/30/2013
Risk Adjusted Panel Capacity
Team Capacity = 1800*MD FTE + 1800*NP FTE*0.8
RRS
For example, an MD with an RRS of 1.5 (older/sicker),
working 0.8 FTE with an NP, also working 0.8 FTE, could
be expected to manage a panel of about 2100 patients
A 1.0 FTE MD with an RRS of 0.8 (younger/healthier) with a
1.0 FTE NP could manage a panel of about 3700 patients
@ 2012 Brown & Toland Physicians
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MHMG Goals
• Incorporating the principles of the Triple Aim:
• Improved Patient Experience
• Improved Patient Outcomes
• Bending the Cost curve
• Additional MHMG goals:
• First NCQA level 3 PCMH in the Bay Area
• Performance at or above the 75th percentile in all
categories (e.g. IHA, Press Ganey)
• Breaking even by 18 months
• Bring at least one new PCP to SF
• Spread best practices to PCP network
@ 2012 Brown & Toland Physicians
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Improving the Patient Experience
41
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
Patient Access Goals
Reduce Third Next Available (3NA)
measure for urgent appointments to
less than 2 days
Target:
Q3 2012: Average 13.5 days with a
range of 5.2 to 31.5 days
Baseline Data:
1.
Quality
Improvement
Plan
2.
3.
4.
@ 2012 Brown & Toland Physicians
Plan/Do/Study/Act :
Limiting scheduling to three months in
advance
30-40% of each day’s schedule held for
same day/next day
10 minute “Quick Sick” appointment for
established patients with straightforward
problems
Reduce unnecessary follow up
appointments for stable patients
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5/30/2013
3NA Project Results
Q4 2012:
• Average 3NA for urgent appointments reduced
from 13.5 to 4.3 days
• 3 NA range reduced to 1.7-9.2 days
• Busiest provider dropped from 10.3 to 1.7 days
• Happy patients!
• Happy schedulers!
@ 2012 Brown & Toland Physicians
43
Improved Patient Experience, Current
Access:
• Third Next Available (3NA) now averaging 2.5 days
• Patients able to get same day appointment 85% of the time on
average
• After Hours clinic started 8/1/2012 at MHMG site increases
access for all patients
Patient Satisfaction:
• Press Ganey Standard Overall Assessment 91st percentile
• Favorable results from BTMG marketing surveys as well
@ 2012 Brown & Toland Physicians
44
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Improving Clinical Outcomes
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
45
Clinical Quality Initiatives Underway to
Improve Outcomes
•
Humedica permits clinical outcomes assessment
•
MHMG Performance Matrix highlights opportunities for
improvement, starting with Diabetes
•
Diabetes registry created with “pursuit list” for missing data
supervised by Care Manager
•
Population Health Management team meetings including
MD/NP/MA/Back Ops focusing on high risk/complex patients
@ 2012 Brown & Toland Physicians
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47
Bending the Cost Curve……A work in
progress
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
48
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Cost Reduction Initiatives:
Generic prescribing
Extended access to reduce ER use
Timely follow up visits for hospitalized patients to
reduce readmission
“Parsimonious” use of labs and imaging
Choosing Wisely
@ 2012 Brown & Toland Physicians
49
My Health Medical Group Achieves Level 3
NCQA Recognition & Practice of the Year
February 19, 2013
Level 3 NCQA PCMH recognition
March 2, 2013
My Health Medical Group named
2013 Patient Centered Medical
Home Practice of the Year
( California Academy of Family
Physicians award)
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5/30/2013
What's Next?
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
51
What’s Next
• Round out the Healthcare Team (1 PCP, 2 NP, New
LCSW)
• Increase Patient Portal enrollment to 70% of the practice
• Incorporate patient input in Quality Improvement
activities
• Develop the Medical Neighborhood
• Spread the workflows of Advanced Primary Care and the
PCMH to other PCP practices within BTMG
Confidential / For Internal Use Only / © 2012 Brown & Toland Physicians
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5/30/2013
Thank You!
© 2012 Brown & Toland Physicians
53
Chase Gray, RN
Regional Director
Reprint with permission only
© HealthTeamWorks
54
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5/30/2013
Our Mission
HealthTeamWorks is a non-profit collaborative
working to redesign healthcare and promote
integrated communities of care, using evidence
based medicine and innovative systems to optimize
health.
Our goals are to improve quality and safety, reduce
costs and improve the care experience for patients
and their healthcare teams.
Reprint with permission only
© HealthTeamWorks
55
Coaching and Transformation
• Coaching provides technical assistance to practices
and/or systems in the transformation process to become
a Patient Centered Medical Home
• Our expertise is in the implementation of these elements
• We support practices in doing
the work themselves and help them
experience how to become more
resilient as healthcare delivery
continues to change
© HealthTeamWorks
Reprint with Permission Only
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5/30/2013
Quality Improvement Coaching
Colorado
• PCMH Multi-Payer Pilot (completed)
‾ 16 practices
• CMS: Comprehensive Primary Care Initiative
‾ 59 practices
• PCMH Foundations
‾ 101 active practices
• PCMH Residency Program
‾ 10 Family Residency Sites
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© HealthTeamWorks
57
Quality Improvement Coaching
Out of State
Collaborative Coaching Model-Coach University
• California
• New Jersey
• Delaware
• New Mexico
• Florida
• New York
• Illinois
• Tennessee
• Iowa
• Texas
• Kentucky
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© HealthTeamWorks
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5/30/2013
The Commonwealth Fund
“In summary, rigorously
conducted research has
shown that practice
coaching is an
efficacious intervention
to improve delivery of
primary care services.”
“All stakeholders
committed to improving
primary care will need to
devote resources to
support a practice
coaching infrastructure.”
59
The Triple Aim
By The Institute for Healthcare Improvement
Population
Health
Experience
of Care
Per Capita
Cost
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5/30/2013
Elements of PCMH
Team-Based Care
Patient Access
Population
Management
Evidence based
guidelines
Patient
Engagement
Leadership
And Culture
Care Management
Care Coordination
Performance
Improvement
61
Transformation Paradigm Shift
From One Patient
From Patient
Panels/Population
Healthcare Partner
From Lone Physician
Team Based Care
From Ultimate Authority
Shared Decision Making
From Acute/Episodic
Care
Planned, Proactive
Whole Person Care
From Variation in Care
Evidence-based Guidelines
(protocols)
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© HealthTeamWorks
62
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5/30/2013
What is Patient Centered Medical Home?
An approach to providing high-quality, safe,
continuous, coordinated, comprehensive
care, with a partnership between patients
and their personal health care team…
“The kind of care you’d
want your mom to have!”
Reprint with permission only
© HealthTeamWorks
63
Practice Transformation
• Cannot be achieved merely through implementation of
new technology
• Recognition does not = transformation
• Transformation takes dedicated time and resources at
multiple levels
• Practices have competing priorities
• Can take unexpected turns
Goal is to make PCMH implementation and continuous
quality improvement a cultural aspect of the practice that is
sustainable in the long term
© HealthTeamWorks
Reprint with Permission Only
32
5/30/2013
“PCMH is not a diet it is a lifestyle change”
65
Measurement of Success
• Meeting practice milestones
• Keeping implementation
timelines
• Engaging leadership in
PCMH
• New workflows for practice
•
effectiveness/efficiency
• New communication
methods
• Protocols/standing orders
• Performance improvement
• Clinical Quality
Measures
• Patient Satisfaction
• Cost measures
Reprint with HealthTeamWorks permission only
© HealthTeamWorks
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Asthma Data
Documented Action Plan
100%
95%
90%
83%
80%
72%
70%
70%
74%
60%
60%
50%
46%
44%
35%
40%
32%
31%
30%
20%
10%
0%
Goal
Reprint with permission only
© HealthTeamWorks
67
PCMH Pilot Diabetes Data – March 2012
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PCMH Foundations Diabetes Data – Feb 2013
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Changing the Delivery of Care
70
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Changing the Delivery of Care
71
Changing the Delivery of Care
72
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Changing the Delivery of Care
73
37