Professional Documents
Culture Documents
By Dana R. Sax, David R. Vinson, Cyrus K. Yamin, Jie Huang, Troy M. Falck, Reena Bhargava,
Debra J. Amaral, and Mary E. Reed doi: 10.1377/hlthaff.2018.05079
HEALTH AFFAIRS 37,
NO. 12 (2018): 1997–2004
Dana R. Sax
ABSTRACT We took advantage of a change in protocol in an integrated (danakindermann@gmail.com)
is an emergency physician at
delivery system’s telephone consultation service—routing callers Kaiser Permanente Oakland
complaining of chest pain to physicians instead of registered nurses, Medical Center, in California.
Reena Bhargava is an
internist in the Department of
Internal Medicine, Kaiser
Permanente Santa Clara
D
emand for acute care services has Tele-triage may offer an innovative strategy to Medical Center, in California.
increased over the past decade, help contain the increase in ED costs and volume
with the rate of emergency de- for chest pain. Telehealth technologies (includ- Debra J. Amaral is a leader
partment (ED) visits per year out- ing telephone, email, video, and remote moni- of strategic innovation
at the Appointment and
pacing population growth.1 The toring devices) are becoming an integral part of
Advice Call Center,
increasing volume has led to ED overcrowding, the health care system and can enable delivery in Permanente Medical Group.
which has been associated with increased mor- a timely, cost-effective way.9,10 Telephone advice
tality and costs.2,3 Chest pain is the second lead- and triage services have been studied in the Mary E. Reed is a research
ing cause of ED visits, with over eight million outpatient setting, primarily in Europe, and a scientist in the Division of
Research, Kaiser Permanente.
visits annually.4 Of the $80 billion per year at- systematic review found no increased rate of ad-
tributed to ED care nationally in 2011, chest pain verse events resulting from inappropriate tri-
topped the list, accounting for $5 billion.5 Sever- age.11 Pediatric studies have suggested that using
al strategies have been proposed to manage de- telephone consultation services for urgent com-
mand and reduce crowding in emergency care, plaints is safe and cost-effective, and the services
including a surge in alternative sites of care, help route patients to the most appropriate ven-
changes in patient financial incentives and in- ue of care.12–16 Little is known about the use of
surance coverage, the use of advanced practi- tele-triage for adult patients who might other-
tioners in EDs, operational changes to promote wise seek emergency care or about its implica-
efficiency, and increasing access to primary care tions on cost, quality of care, and patient expe-
providers, but results have been mixed.6–8 rience.
Decisions on clinician staffing for telehealth tentially emergent complaints proceed to seek
services in potentially emergent situations may advice over the phone.21
be key. Most evidence of tele-triage and advice Responses to calls follow clear protocols to
lines has been focused on nurse-directed ad- maximize patient safety. Calls are initially an-
vice.16–18 A systematic review of European studies swered by nonlicensed teleservice representa-
comparing physician- and nurse-directed tele- tives who follow highly structured scripts to
triage consultation services showed mixed re- book appointments, send messages to callers’
sults with respect to downstream ED use and providers, provide information about facility
costs.19 As far as we know, no comparison of resources and locations, and forward any calls
physician- and nurse-directed consultation ser- seeking clinical advice to call center nurses. The
vices for urgent or emergent complaints in the nurses then use complaint-based structured al-
US has been conducted. gorithms developed by Permanente Medical
We examined data from the Appointment and Group physicians to guide their questions dur-
Advice Call Center of Kaiser Permanente North- ing the call. Lastly, any call that meets criteria
ern California (KPNC), a large integrated health for a critical concern based on these algorithms
care delivery system, which adopted a novel pro- triggers the nurse to consult with a call center
tocol for forwarding calls from patients report- physician. Nurses present the case to the physi-
ing chest pain. Instead of directing all such calls cian, who—after reviewing the medical history—
to registered nurses assisted by physicians, the provides advice and assists with venue-of-care
center started forwarding those calls directly to recommendations. Nurses then complete the
physicians during specified dual-staffing hours. call with the patient. Thus, nurses do not provide
Outside those hours, or when a physician was advice in isolation for any potentially emergent
not readily available, the calls were routed problem; instead, detailed protocols dictate phy-
to nurses with physician assistance, as before. sician participation for these cases.
We compared venue-of-care recommendations, Call center physicians are board-certified or
patients’ care-seeking behavior, ED use, and pa- board-eligible emergency physicians who work
tient outcomes for calls directed by physicians remotely, exclusively on the phone, to triage ur-
and nurses during the dual-staffing hours. We gent and emergent symptoms; they are con-
also used standard costs to roughly translate nected to the call center through a software plat-
study findings into dollar amounts. The poten- form. These physicians have full and immediate
tial to triage a highly prevalent, high-risk com- access to the caller’s medical records through
plaint such as chest pain over the telephone rep- KPNC’s integrated electronic health record
resents an innovative use of tele-triage. If found (EHR).22 In addition to speaking with nurses
to be safe and cost-effective, it could serve as a about critical cases, call center physicians also
model for other systems seeking to manage the review and approve prescriptions for specific
growing demand for care for this and possibly protocol-driven, nurse-directed calls.
other acute complaints. Possible call outcomes for emergent com-
plaints include the activation of emergency med-
ical services, referral to the ED by nonambulance
Study Data And Methods transport, booking a physician’s office visit ap-
Study Setting And Source Population Kaiser pointment within a specified time period, book-
Permanente Northern California provides com- ing a telephone appointment, sending an urgent
prehensive inpatient, ED, and ambulatory care message to the patient’s provider, and offering
for over four million people in Northern Califor- home care advice.
nia. Its membership is highly representative of All calls, including those for potentially emer-
the local and state population.20 KPNC includes gent cases, followed this flow until late 2012:
twenty-one medical centers and has more than teleservice representative to nurse, with physi-
one million ED visits annually. cian involvement if the call met certain criteria.
Call Center And Physician-Directed Con- At that time, the flow of calls for chest pain was
sultation Protocols The appointment and ad- modified as described below.
vice call center covers the entire KPNC patient Revised Protocol For Chest Pain While the
population and receives over a million calls per flow described above was effective in safely han-
month from members seeking advice for their dling calls across a spectrum of patient concerns,
health problems or requesting appointments. call center physician leadership sought ways to
The service is open twenty-four hours a day, sev- improve efficiency and optimize resource use for
en days a week. All callers hear an initial record- certain high-risk complaints through appropri-
ing asking them to call 911 or go to the closest ate triage decisions. Beginning in late 2012 a new
hospital if they feel they are having an emergen- protocol was introduced according to which call-
cy. Despite this warning, many callers with po- ers ages thirty-six and older bypassed the nurse
Discussion
We analyzed a propensity-matched cohort of
22,630 calls for chest pain made to a telephone
consultation service in an integrated delivery
system. Despite the high-risk potential of a com-
plaint of chest pain, this tele-triage service re-
ferred 87 percent of calls to venues other than the
ED. Although physicians referred fewer patients
to the ED than nurses did, both call types were
effective in triaging patients to an appropriate
venue of care without incurring adverse patient
outcomes. In addition, the high concordance
rate between recommendation and patient
care-seeking behavior suggests that patients val-
ue the advice the service provides.
We found that the introduction of a direct-to-
physician protocol was associated with modest
but significant reductions in ED referrals and use
as well as improved concordance between call
center recommendation and patient action,
compared to nurse-led calls. Physician-led calls
were also briefer than nurse calls, without any
clear difference in outcomes—although our SOURCE Authors’ analysis of data from the Kaiser Permanente Northern California Appointment and
Advice Call Center and administrative health plan databases. NOTES The data are for calls received
study had limited power to detect differences. during dual staffing hours only. The whiskers represent 95% confidence intervals. Physician-directed
These findings suggest that for high-risk com- calls had 3.9 percent (95% CI: 2.9, 4.9) greater concordance among all calls. The difference in con-
plaints, physician expertise may bring additional cordance rate for all calls was significant (p ¼ 0:05).
efficiency to the triage of patients calling with
chest pain complaints. After the time period in-
cluded in our study, the direct-to-physician chest costs. Overall, the estimated reductions in ED
pain program was expanded to twenty-four visits through use of physician-led tele-triage
hours a day, seven days a week, and other com- may have potential to lower health care costs.
plaints have been added to the direct-to-physi- Prior studies have assessed the efficacy and
cian protocol. safety of phone triage and how it affects ED
Although a complete analysis of the costs of a use. Pediatric studies for urgent complaints have
physician- versus nurse-led tele-triage service is shown that telephone triage services are safe,
beyond the scope of our study, we used standard decrease ED use, and are associated with high
unit costs to estimate a nearly $2 million cost parental satisfaction.12–16 Chest pain–related
savings using physician-led calls during the one- phone calls have been studied in 911-equivalent
year study period. This translation of event rates or emergency medical services settings in the
into dollars is not an analysis of the costs to United Kingdom and France. In these acute
implement or staff nurse- or physician-led tele- emergent cases, physicians took calls (usually
triage services, and we cannot disaggregate the made by bystanders) and successfully triaged
percentage of time that nurses and doctors patients to an appropriate prehospital mode of
spend on non–chest pain calls to make a true transport.27,28 A Texas hospital found that a tele-
cost comparison on that basis. Still, this is likely phone triage service of patients considering an
a conservative estimate, given that we used the ED visit decreased ED use, but this was in con-
average US ED visit cost. Most ED visits for chest junction with an up-front ED visit fee if their
pain are high-acuity visits, which incur higher complaint after a medical screening exam was
NOTES
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