ABCD Screening Academy
Learning Session Agenda

Intercontinental Hotel
Houston, TX
July 11-13, 2007

The primary goal of the learning session is to provide technical assistance that participating states can use to refine and implement their workplans for achieving the policy and practice changes needed to facilitate widespread adoption of effective developmental screening practices.  During this 2½-day session states will learn from experts and each other in lectures, small group discussions and informal networking.  There also will be dedicated time for state teams to work on refining their project plans.  By the end of the learning session, state participants will accomplish the following:

  1. Be able to explain to key audiences the benefits of conducting developmental surveillance and screening,  
  2. Better understand how to help practices choose and incorporate a developmental screening tool into well child care.
  3. Understand the policy options available to support physician use of a developmental screening tool.
  4. Refine project work plans and identify the next steps each team member needs to take upon returning home.
  5. Know what resources are available to support their efforts and how to access those resources.

A second purpose of the learning session is to enable national project staff to gain a better understanding of each state’s project and refine our plans for post-learning session technical assistance. Finally, this session will enable national and state project staff to forge relationships with each other and with experts that are necessary to support ongoing technical assistance.

July 11, 2007
Start Time End Time Session Title Speakers Description Files
8:00AM 8:15AM Welcome and overview

Alan Weil, Executive Director, National Academy for State Health Policy (NASHP)

Melinda Abrams, Senior Program Officer, Child Development and Preventive Care and Patient-Centered Care, The Commonwealth Fund

This session will offer an overview of the ABCD Screening Academy, the learning session, and the resources available to ABCD Screening Academy participants.

At the end of this session, participants will:

  1. Know what they are expected to accomplish during the learning session and the Screening Academy.
  2. Be aware of the resources available to help accomplish their goals.

 

8:15AM 9:15AM The role of Early, Periodic, Screening, Diagnosis and Treatment (EPSDT) and Medicaid in promoting children’s healthy development—and school readiness

Edward L. Schor, Vice President, Child Development and Preventive Care, The Commonwealth Fund

Kay Johnson, President, Johnson Group Consulting Services, Inc.

This session will examine Medicaid requirements, especially EPSDT, with a particular emphasis on how these requirements support the delivery of child development services.  Further, this session will examine the relationship between school readiness, EPSDT/well child care, and child health outcomes.

At the end of this session, participants will be able to: 

  1. Describe EPSDT requirements
  2. Describe the relationship between EPSDT and child development services.
  3. Identify the contribution of EPSDT to health promotion, school readiness, and child health outcomes.

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9:15AM 10:45AM Why standardize screening?

Laura Sices, Assistant Professor, Department of Pediatrics, Case Western Reserve University

Paul Lipkin, Director, Center for Development and Learning, Kennedy Krieger Institute

Marian Earls, Medical Director, Guilford Child Health, Inc.

This session will highlight why surveillance and standardized screening are so crucial to early identification, lessons learned from the 17 national pilot sites implementing the AAP policy statement on developmental screening, providers’ concerns about standardized screening, and how screening enhances primary care and the medical home.  

At the end of this session, participants will be able to:

  1. Connect the evidence base for standardized screening and the importance of early identification to facilitate intervention and school readiness.
  2. Understand the recent AAP recommendation and algorithm to implement standardized developmental screening in primary care practices
  3. Make the case to primary care providers’ about the benefits and viability of implementing standardized screening in their practices.

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10:45AM 11:00AM Break
11:00AM 12:20PM Choosing screening tools: Process and considerations

Dennis Drotar, Professor, Pediatrics, Case Western Reserve University

Chuck Norlin, Chief, Utah Pediatric Partnership for Improving Healthcare Quality (UPIQ), and Associate Professor, General Pediatrics, University of Utah School of Medicine

Julie Olson, Bureau of Eligibility Services, Utah Department of Health

This session will review resources, including findings from a review of general developmental screening tools, available to help states and practices select screening tools and the issues to consider in making selections.  By the end of this session participants will be able to:

  1. Identify factors they should consider when selecting screening tools for use in their pilots sites and in policy improvement. 
  2. Identify approaches to reaching consensus on recommendations for screening instruments.
  3. Compare some popular screening tools in terms of important psychometric and practice-specific variables.
  4. Know where to access additional information (e.g., accuracy and cost) about the screening tools they might consider for selection.

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12:20PM 12:35PM Get lunch, and move to assigned team rooms
12:35PM 1:50PM Lunch and individual team meetings State Team Resource People
  1. Melinda Abrams, The Commonwealth Fund
  2. Scott G. Allen, Executive Director, Illinois Chapter, American Academy of Pediatrics
  3. M. Jane Borst, Bureau Chief, Family Health, Iowa Department of Public Health
  4. Chris Collins, ABCD Coordinator, Community Care of North Carolina
  5. Marian Earls, Guilford Child Health, Inc.
  6. Glenace Edwall, Director, Children’s Mental Health Division, Minnesota Department of Human Services
  7. Carrie Fitzgerald, Child Health Policy Associate, Child and Family Policy Center
  8. Russell Frank, Health Programs Integration Administrator, Office of Vermont Health Access
  9. Alfred Healy,  Professor Emeritus, University of Iowa College of Medicine
  10. Neva Kaye, NASHP
  11. Peter Margolis, Professor, Pediatrics, University of Cincinnati College of Medicine, and Co-Director of the Cincinnati Children's Center for Health Care Quality
  12. Jennifer May, Senior Policy Analyst, National Academy for State Health Policy
  13. Chuck Norlin, UPIQ
  14. Julie Olson, Utah Department of Health
  15. Jill Rosenthal, Program Manager, National Academy for State Health Policy
  16. Deborah Saunders, Chief, Illinois Office of Healthcare and Family Services, Illinois Department of Public Aid (IDPA)
  17. Judith Shaw, Executive Director, Vermont Child Health Improvement Program (VCHIP) and Bright Futures, and Associate Professor of Pediatrics, University of Vermont College of Medicine
  18. Lori Smith, Mental Health Promotion Specialist, Community and Family Health Services, Utah Department of Health
  19. Edward L. Schor, The Commonwealth Fund
  20. Judith Shaw, University of Vermont College of Medicine
  21. Lori Smith, Utah Department of Health

Floating Resource People

  1. Peter Margolis, University of North Carolina
  2. Marian Earls, Guilford Child Health, Inc.
  3. Paula Duncan, VCHIP
  4. Chuck Norlin, UPIQ

Teams will meet to refine their state’s plans and identify next steps based on the morning’s discussion.  This discussion will focus on (1)  developing messages for key audiences on the benefits and viability of standardized screening and (2) refining plans for working with stakeholders to choose the standardized screening tools that will be used at pilot sites and/or statewide. 

At the end of this session each state team will have:

  1. Developed at least 2 messages on the benefits and viability of standardized screening that are tailored to the concerns of (1) pediatric and family physicians, (2) decision makers in Medicaid, (3) decision makers in public health agencies, and (4) parents. 
  2. Reviewed their workplan for selecting screening tools and identified any changes needed based on the morning’s discussion.
  3. Identified the next steps that need to be taken upon returning home to select screening tools and secure the support of critical stakeholders, and assigned responsibility for those steps.

Each team will be assigned a resource person to participate in their discussions and additional resource people with particularly relevant knowledge will be available for consultation during this session.  Also, each team will be provided with a worksheet to complete during the session.  At the end of the session resource people will be responsible for gathering the completed worksheets for copying—these will be returned to the state teams before the end of the meeting.

 
1:50PM 2:00PM Break
2:00PM 2:45PM Overview of models for changing practice Peter Margolis, Cincinnati Children's Center for Health Care Quality

The session will provide an introduction and overview to working with physician practices to improve the care they deliver, both as part of a demonstration and for spreading innovation.  In this session we will examine critical factors in developing effective quality improvement approaches.  Three intervention models will be highlighted:  learning collaboratives, CME workshops, and in-office training.  By the end of this session participants will be able to:

  1. Describe three models of working with physician practices to improve quality;
  2. Identify some strengths and weaknesses of each model as a means of (1) working with a small number of practices to develop and implement an innovation and (2) spreading innovation.

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2:45PM 4:15PM Case studies in quality and practice improvement

Moderator
Judith Shaw, VCHIP and Bright Futures

Speakers
Marian Earls, Guilford Child Health, Inc

Chuck Norlin, UPI

This session will present ‘case studies’ examining how two states used different models to help physician practices incorporate standardized screening into well child care.  Each speaker will describe the model, as well as discuss the strategies used to fund the initiative, recruit practices, and support practice change during and after the event.  The two case studies will be (1) Utah’s learning collaboratives, and (2) North Carolina’s CME workshops.  Each case study will be followed by comments from the other presenters and participant discussion.  By the end of the session participants will be able to:

  1. Describe three states’ experiences with working with physicians to promote standardized developmental screening.
  2. Identify the major tasks in developing and implementing a learning collaborative and a CME workshop.
  3. Identify at least two potential barriers to a practice’s participation in an improvement model and at least one way to address each barrier.

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4:15PM 5:00PM Looking back and ahead: What have we learned? What do we need to move forward? (Part 1) Alan Weil, NASHP

This session will provide participants with the opportunity to reflect back on the day’s sessions and discuss how the information presented and lessons shared apply to their particular states’ circumstances and plans for moving forward. During this session, participants will have the opportunity to ask additional questions of each other and of the topic experts, as well as convey what they may need after the Learning Session to move forward with their plans.

 

6:30PM   Dinner (at a local restaurant)
July 12, 2007
Start Time End Time Session Title Speakers Description Files
8:15AM 8:45AM Overview of lessons learned from the ABCD experience in working with demonstration sites Melinda Abrams, The Commonwealth Funds

This session will draw on the experience of the eight ABCD consortia states to provide an overview of the ‘practical’ considerations in selecting demonstration sites and working with them to develop and implement innovations.  The presenter will also discuss how policy and practice improvements are interwoven, as well as, the role the pilots played in statewide spread.  By the end of this session participants will be able to:

  1. Identify the key players that must work together to change how services are delivered within a practice.
  2. Identify characteristics that enhance demonstration sites’ effectiveness as laboratories for policy improvement and incubators for statewide spread.

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8:45AM 9:45AM Working with demonstration sites: Consultation with experts (4 small groups)

Group 1 (Iowa)
Carrie Fitzgerald, Child and Family Policy Center

Alfred Healy, University of Iowa College of Medicine

Facilitator:
Jennifer May, NASHP

Group 2 (North Carolina)
Chris Collins, Community Care of North Carolina

Marian Earls, Guilford Child Health, Inc

Facilitator:
Marian Earls
, Guilford Child Health, Inc.

Group 3 (Illinois)
Deborah Saunders, Illinois Department of HealthCare & Family Services

Scott G. Allen, Illinois Chapter, AAP

Facilitator:
Jill Rosenthal
, NASHP

Group 4 (Minnesota)
Glenace Edwall, Minnesota Department of Human Services

L. Read Sulik, MD, Medical Director of Child and Adolescent Psychiatry, St. Cloud Hospital Behavioral Health Services

Facilitator:
Neva Kaye, NASHP

This session will provide an opportunity for participants to consult with ABCD Consortia project staff and demonstration site staff from four states on the mechanics of demonstration site implementation, how to use demonstration site experience in policy improvement and statewide spread of innovations.  Each consultation session will begin with a brief overview from the experienced ABCD states on their methods.  The majority of each session, however, will be devoted to responding to comments and questions from new ABCD states.  Each state team will be required to participate in at least two of the groups.  By the end of this session participants will be able to:

  1. Identify at least one strategy for developing effective practice/project staff working relationships
  2. Refine plans for selecting pilot sites and statewide spread and identify next steps for state teams.

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9:45AM 10:00AM Break
10:00AM 11:15AM Individual state team meetings

State Team Resource People

  1. Melinda Abrams, The Commonwealth Fund
  2. Scott G. Allen, Illinois Chapter, AAP
  3. M. Jane Borst, Iowa Department of Public Health
  4. Chris Collins, ABCD Coordinator, Community Care of North Carolina
  5. Glenace Edwall, Minnesota Department of Human Services
  6. Carrie Fitzgerald, Child and Family Policy Center
  7. Russell Frank, Office of Vermont Health Access
  8. Alfred Healy, University of Iowa College of Medicine
  9. Kay Johnson, Johnson Group Consulting Services, Inc.
  10. Neva Kaye, NASHP
  11. Paul Lipkin, Kennedy Krieger Institute
  12. Jennifer May, NASHP
  13. Julie Olson, Utah Department of Health
  14. Jill Rosenthal, NASHP
  15. Deborah Saunders, Illinois Department of HealthCare & Family Services
  16. Edward L. Schor, The Commonwealth Fund
  17. Judith Shaw, University of Vermont College of Medicine
  18. Lori Smith, Utah Department of Health

Floating Resource People

  1. Peter Margolis, University of North Carolina
  2. Marian Earls, Guilford Child Health, Inc.
  3. Paula Duncan, VCHIP
  4. Chuck Norlin, UPIQ

This discussion will focus on refining plans for selecting and working with pilot sites, including how those sites will serve as laboratories for policy improvement and incubators for statewide spread.  At the end of this session states will have refined their plans for addressing these issues and identified the next steps they need to take upon return home and who will be responsible for taking those.

By the end of this session, state teams will have completed worksheets to be added to their work plans specific to the quality and practice improvement models to be used for each state’s project implementation. 

Also as in the previous individual session:

  • Resource person will be assigned to each state team—and several experts with particularly relevant knowledge will be available for consultation by all teams. 
  • Resource people will be responsible for collecting worksheets—which will be returned to teams before the end if the meeting.

 

11:15AM 11:30AM Break
11:30AM 1:00PM Policy improvement: Options and strategies (Working lunch)

Speaker
Neva Kaye, NASHP

Discussants
Deborah Saunders, Illinois Department of HealthCare & Family Services

M. Jane Borst, Iowa Department of Public Health

Susan Castellano, Maternal and Child Health Assurance Manager, Minnesota Department of Human Services

This session will examine some of the options states have for improving policy to better support developmental screening.  The options discussed will be those actually implemented in the eight ABCD consortia states.   In addition, this session will review the structures and processes the ABCD consortia states used to encourage and facilitate policy changes.  By the end of this session state teams will be able to: 

  1. Identify several of the policy improvements made by ABCD consortia states to support screening.
  2. Identify key strategies for successful policy improvement.
  3. Identify new options for policy improvement in their own state.
  4. Improve their plans for policy improvement.

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1:00PM 1:15PM Move to individual meeting rooms
1:15PM 2:30PM Individual team meetings

State Team Resource People

  1. Melinda Abrams, The Commonwealth Fund
  2. Scott G. Allen, Illinois Chapter, AAP
  3. Chris Collins, ABCD Coordinator, Community Care of North Carolina
  4. Marian Earls, Guilford Child Health, inc.
  5. Glenace Edwall, Minnesota Department of Human Services
  6. Carrie Fitzgerald, Child and Family Policy Center
  7. Russell Frank, Office of Vermont Health Access
  8. Alfred Healy, University of Iowa College of Medicine
  9. Kay Johnson, Johnson Group Consulting Services, Inc.
  10. Paul Lipkin, Kennedy Krieger Institute
  11. Jennifer May, NASHP
  12. Julie Olson, Utah Department of Health
  13. Colleen Reuland, Senior Research Associate, Child and Adolescent Health Measurement Initiative (CAHMI), Department of Pediatrics, School of Medicine, Oregon Health and Science University
  14. Jill Rosenthal, NASHP
  15. Edward L. Schor, The Commonwealth Fund
  16. Judith Shaw, University of Vermont College of Medicine
  17. Laura Sices, Case Western Reserve University
  18. Lori Smith, Utah Department of Health

Floating Resource People

  1. Neva Kaye, NASHP
  2. M. Jane Borst, Iowa Department of Public Health
  3. Deborah Saunders, Illinois Department of HealthCare & Family Services

Teams will meet to refine plans and identify next steps based on the morning’s sessions.  This discussion will focus on planning for policy improvement activities.  At the end of this session states will have refined their plans for addressing policy and will have identified the next steps they need to take upon return home and assigned responsibility for taking those.

By the end of this session, state teams will have completed a worksheet to be added to their work plans specific to (1) EPSDT policy options and (2) additional policy improvement strategies and options. 

Also in this individual team session:

  • Resource person will be assigned to each state team—and several experts with particularly relevant knowledge will be available for consultation by all teams. 
  • Resource people will be responsible for collecting worksheets—which will be returned to teams before the end if the meeting.

 

2:30PM 2:45PM Break
2:45PM 4:00PM Measuring progress: Approaches, experience, and considerations Colleen Reuland-Peck, CAHMI

This session will support state teams in taking the next steps in measurement.  By the time of the learning session all ABCD Screening Academy members will have (1) defined the numerator and denominator they will use to produce a screening rate, (2) identified a source of data to produce the numerator and denominator, and (3) identified an additional evaluative activity to complete during the life of the ABCD Screening Academy.  Some states may already have produced a baseline measure using either statewide or practice-specific data.   All of this information will have been submitted by each state team as part of the pre-learning session work. 

Colleen Reuland served as an advisor to NASHP and states in their selection of the three common measures (including screening rate) used in ABCD II.  Ms Reuland will examine each state’s measurement plans for the ABCD Screening Academy to identify common themes, likely barriers, and possible solutions.  By the end of this session each state team will be able to:

  1. Discuss the strengths and weaknesses of using surveys, claims data and medical charts as a source of data for screening rates.
  2. Identify at least one improvement they could make to their proposed approach to producing a screening rate (numerator/denominator definition and source of data).
  3. Identify at least one barrier (and possible solution) to producing the team’s additional evaluative activity.

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4:00PM 4:15PM Break      
4:15PM 5:15PM State team meetings

State Team Resource People

  1. Melinda Abrams, The Commonwealth Fund
  2. Scott G. Allen, Illinois Chapter, AAP
  3. M. Jane Borst, Iowa Department of Public Health
  4. Marian Earls, Guilford Child Health, inc.
  5. Glenace Edwall, Minnesota Department of Human Services
  6. Carrie Fitzgerald, Child and Family Policy Center
  7. Russell Frank, Office of Vermont Health Access
  8. Alfred Healy, University of Iowa College of Medicine
  9. Kay Johnson, Johnson Group Consulting Services, Inc.
  10. Neva Kaye, NASHP
  11. Paul Lipkin, Kennedy Krieger Institute
  12. Jennifer May, NASHP
  13. Chuck Norlin, UPIQ
  14. Julie Olson, Utah Department of Health
  15. Jill Rosenthal, NASHP
  16. Deborah Saunders, IDPA
  17. Edward L. Schor, The Commonwealth Fund
  18. Judith Shaw, University of Vermont College of Medicine
  19. Lori Smith, Utah Department of Health

Floating Resource Person

Colleen Reuland-Peck, CAHMI

This discussion will focus on refining plans for measuring results. 

By the end of this session, state teams will have completed worksheets on measurement to be added to their work plans.

At the end of this session states will have finalized their work plans, confirmed next steps, and identified who will be responsible for measurement planning and implementation.

 

5:15PM   Dinner (on your own)
July 13, 2007
Start Time End Time Session Title Speakers Description Files
8:15AM 9:00AM Looking back and ahead: What have we learned? What do we need to move forward? (Part 2) Alan Weil, NASHP

This session will provide participants with the opportunity to reflect back on the previous day’s sessions and discuss how the information presented and lessons shared apply to their particular states’ circumstances and plans for moving forward.  During this session, participants will have the opportunity to ask additional questions of each other and of the topic experts, as well as convey what they will need after the Learning Session to move forward with their plans.

 

9:00AM 10:30AM Access to follow up services

Amy Fine, Program Consultant, Health Policy

Julie Olson, Utah Department of Health

M. Jane Borst, Iowa Department of Public Health

Joanna Bogin, Program Supervisor, Connecticut Children's Trust Fund

This session will focus on models to improve provider access to follow-up care for families.  The session will begin with an overview of models for linking practices with community resources.  Three different models will be profiled:  (1) Designated state-funded staff (Iowa’s EPSDT coordinators), (2) fostering the development of referral pathways (Utah), and (3) telephone-based care coordination (Connecticut’s Help Me Grow program).  In addition to describing how the model works, each presenter will discuss: why they selected the model, cost of the model, and strategies for increasing the model’s effectiveness.  By end of this session state teams will be able to:
  1. Describe at least two models for linking practices to community resources.
  2. Discuss the strengths and weaknesses of each model—and which might work in their state
  3. Identify two barriers to effective linkage and possible solutions to the barriers.

download powerpoint

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10:30AM 10:45AM Move to interstate learning team (ILT) meeting room
10:45AM 12:00PM Report out by state subgroup

Melinda Abrams, The Commonwealth Fund

Neva Kaye, NASHP

Jennifer May, NASHP

Jill Rosenthal, NASHP

Edward L. Schor, The Commonwealth Fund

The five ILTs will each meet in a separate room.  Each state team will present an overview of its final work plan and modifications based on the meeting, identify the biggest barrier to success and plans to address it, immediate next steps, and any technical assistance needs.  ILT members will provide feedback to each other regarding these items. 

 

12:00PM 1:00PM Lunch (a boxed lunch will be provided)