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Integrating M&E at the
      clinic level

                 Amy F. Stern
USAID HEALTH CARE IMPROVEMENT PROJECT (HCI)
        UNIVERSITY RESEARCH CO., LLC
               February 22, 2012

                                              1
Data use at each level of health system.


                          National
                           Inform
                          National
                          planning

 Global
                     Region/
    Show             District
  Impact of                                  Facility
                      Support,
  Programs            coach &               Identify &
                      mentor             address gaps in
                                              care




                                 USAID HEALTH CARE IMPROVEMENT PROJECT
Effective M&E integration at the clinic level:
                key lessons


1. Use metrics relevant to the clinic
  –   Denominators reflective of clinic patients
2. Make data collection part of the daily routine
  –   Document in clinic data collection tools.
3. Use data to inform decisions to improve clinic
   performance
  –   Monthly review and analysis; identify gaps in service
      delivery, test changes to improve performance and close
      the gap




                                     USAID HEALTH CARE IMPROVEMENT PROJECT
1. Use metrics relevant to
   the clinic



                             4
Use clinic based denominator

  Output Indicator 1
  The # and proportion of undernourished PLHIV that
    received therapeutic or supplementary food at any
    point during the reporting period
  Numerator: # of clinically undernourished PLHIV that
    received therapeutic or supplementary food

  Denominator: # of PLHIV nutritionally assesses &
    found to be clinically undernourished (who visited
    this facility)

                               USAID HEALTH CARE IMPROVEMENT PROJECT
Feasible quality criteria by region

                           Feasible Quality Criteria
          100
           90
           80
           70
           60
Percent




           50
                                                                  National Level
           40
                                                                  Facility Level
           30
           20
           10
            0
                 East       Eurasia    West Southeast Southern
                Africa *      ++      Africa * Asia +  Africa *


                                                   USAID HEALTH CARE IMPROVEMENT PROJECT
The value of process indicators



  Process measures are more sensitive and
      more useful performance indicators
     than outcome measures when looking
      at a narrower perspective such as a
          clinic, department, hospital.1


  1MantJ. 2001. Process versus outcome indicators in the assessment of quality of
     healthcare. Accessed on:23 Jan. 2012. Available at:
     http://intqhc.oxfordjournals.org/contents/13/6/475.full.pdf+html


                                               USAID HEALTH CARE IMPROVEMENT PROJECT
2. Make data collection part of
the daily routine



                             8
3. Use data to make
decisions to improve clinic
performance

                              9
% of clients whose nutritional status is assessed using mid-
              upper arm circumference (MUAC)


    100
     90
     80
     70
          Nutrition training
     60
     50
%




                           Delivery of
     40                    commodities
     30
     20
     10
      0




           w11
            w1
            w3
            w5
            w7
            w9
          w-12
          w-20
          w-18
          w-16
          w-14

          w-10
           w-8
           w-6
           w-4
           w-2




          w21
          w13
          w15
          w17
          w19

          w23
          w25
          w27
                                         USAID HEALTH CARE IMPROVEMENT PROJECT
% of clients whose nutritional status is assessed using mid-
              upper arm circumference (MUAC)


    100
     90
     80
     70
              Nutrition training
     60
     50
%




                               Delivery of
     40                        commodities
     30
     20
     10
      0




            w11
             w1
             w3
             w5
             w7
             w9
           w-12
           w-20
           w-18
           w-16
           w-14

           w-10
            w-8
            w-6
            w-4
            w-2




           w21
           w13
           w15
           w17
           w19

           w23
           w25
           w27
          Tell everyone to do MUAC    Assign a staff person to do   Train expert clients to do
          a non-sustained change      MUAC after registration       MUAC
                                      A sustained change

                                                 USAID HEALTH CARE IMPROVEMENT PROJECT
Develop changes to test


•   Where is the best place to assess?
•   Who should assess?
•   How can the findings be recorded?
•   How to link clients with treatment?




                          USAID HEALTH CARE IMPROVEMENT PROJECT
Key results, Kenya: Change ideas tested to
 improve nutritional assessment of HIV patients

1. Relocated place for nutritional assessment from clinician room to
   registration desk
2. Re-assigned task of assessing nutritional status to expert
   patients
3. Synchronized RUTF collection date with ARV follow-up dates
4. Began collecting details of clients (home address, cell phone
   number, etc.) to help trace those who miss follow-up
   appointments
5. Revised patient flow to enable easier movement of clients from
   one service area to another and to decrease waiting time
6. Testing changes in other parts of facilities e.g. now at MNCH
7. Successful lobbying for anthropometric equipment from partner
   organizations to enable nutritional assessments at the facility
                                     USAID HEALTH CARE IMPROVEMENT PROJECT
Key results, Kenya: Increasing nutritional
assessments for HIV infected patients

              Percentage of HIV Patients Assessed for Nutritional Status from Ambira Hospital in Kenya
                                        September through November 2011
                                                         100

                                                          80

                                                          60

                                                          40
                                            Percentage



                                                          20

                                                           0
                                                               BASELINE WK1 WK2 WK3 WK4 WK1
                                                                     SEP SEP SEP SEP OCT OCTWK2 WK3 WK4 WK1
                                                                                             OCT OCT NOV NOV-WK2 WK3 WK 4
                                                                                                              NOV NOV
   # of HIV +VE clients assessed for Nutritional
            Status and categorize MAM                            0    49    148    109    138     214    253    162    211    202   244    270    220
                SAM,Normal,Obese
   Total # of HIV positive clients visiting the
                 health facility                                 0    57    169    224    161     217    254    165    212    202   247    275    257

   Clients Nutritionally assesed and categorized                 0   85.96 87.57   93.3   85.71   98.6   99.6   98.2   99.5   100   98.7   98.1   85.6




  Numerator: # of HIV infected clients assessed for nutritional status and categorized
  Denominator: Total # of HIV infected patients visiting the health facility that month
  Data Source/Sampling: HIV Register


                                                                                      USAID HEALTH CARE IMPROVEMENT PROJECT
Best practices



• Integrate assessment with existing registration
  or triage stations
• Have expert clients help with the additional
  work load
   – Train enough expert clients to accommodate for when
     some are not available
   – Provide supervision/mentorship for expert clients
• Document nutrition status in existing registry
  rather than creating a new document



                                  USAID HEALTH CARE IMPROVEMENT PROJECT
Effective M&E integration at the clinic level:
                key lessons


1. Use metrics relevant to the clinic
  –   Denominators reflective of clinic patients
2. Make data collection part of the daily routine
  –   Document in clinic data collection tools.
3. Use data to inform decisions to improve clinic
   performance
  –   Monthly review and analysis; identify gaps in service
      delivery, test changes to improve performance and close
      the gap




                                     USAID HEALTH CARE IMPROVEMENT PROJECT

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Amy Stern

  • 1. Integrating M&E at the clinic level Amy F. Stern USAID HEALTH CARE IMPROVEMENT PROJECT (HCI) UNIVERSITY RESEARCH CO., LLC February 22, 2012 1
  • 2. Data use at each level of health system. National Inform National planning Global Region/ Show District Impact of Facility Support, Programs coach & Identify & mentor address gaps in care USAID HEALTH CARE IMPROVEMENT PROJECT
  • 3. Effective M&E integration at the clinic level: key lessons 1. Use metrics relevant to the clinic – Denominators reflective of clinic patients 2. Make data collection part of the daily routine – Document in clinic data collection tools. 3. Use data to inform decisions to improve clinic performance – Monthly review and analysis; identify gaps in service delivery, test changes to improve performance and close the gap USAID HEALTH CARE IMPROVEMENT PROJECT
  • 4. 1. Use metrics relevant to the clinic 4
  • 5. Use clinic based denominator Output Indicator 1 The # and proportion of undernourished PLHIV that received therapeutic or supplementary food at any point during the reporting period Numerator: # of clinically undernourished PLHIV that received therapeutic or supplementary food Denominator: # of PLHIV nutritionally assesses & found to be clinically undernourished (who visited this facility) USAID HEALTH CARE IMPROVEMENT PROJECT
  • 6. Feasible quality criteria by region Feasible Quality Criteria 100 90 80 70 60 Percent 50 National Level 40 Facility Level 30 20 10 0 East Eurasia West Southeast Southern Africa * ++ Africa * Asia + Africa * USAID HEALTH CARE IMPROVEMENT PROJECT
  • 7. The value of process indicators Process measures are more sensitive and more useful performance indicators than outcome measures when looking at a narrower perspective such as a clinic, department, hospital.1 1MantJ. 2001. Process versus outcome indicators in the assessment of quality of healthcare. Accessed on:23 Jan. 2012. Available at: http://intqhc.oxfordjournals.org/contents/13/6/475.full.pdf+html USAID HEALTH CARE IMPROVEMENT PROJECT
  • 8. 2. Make data collection part of the daily routine 8
  • 9. 3. Use data to make decisions to improve clinic performance 9
  • 10. % of clients whose nutritional status is assessed using mid- upper arm circumference (MUAC) 100 90 80 70 Nutrition training 60 50 % Delivery of 40 commodities 30 20 10 0 w11 w1 w3 w5 w7 w9 w-12 w-20 w-18 w-16 w-14 w-10 w-8 w-6 w-4 w-2 w21 w13 w15 w17 w19 w23 w25 w27 USAID HEALTH CARE IMPROVEMENT PROJECT
  • 11. % of clients whose nutritional status is assessed using mid- upper arm circumference (MUAC) 100 90 80 70 Nutrition training 60 50 % Delivery of 40 commodities 30 20 10 0 w11 w1 w3 w5 w7 w9 w-12 w-20 w-18 w-16 w-14 w-10 w-8 w-6 w-4 w-2 w21 w13 w15 w17 w19 w23 w25 w27 Tell everyone to do MUAC Assign a staff person to do Train expert clients to do a non-sustained change MUAC after registration MUAC A sustained change USAID HEALTH CARE IMPROVEMENT PROJECT
  • 12. Develop changes to test • Where is the best place to assess? • Who should assess? • How can the findings be recorded? • How to link clients with treatment? USAID HEALTH CARE IMPROVEMENT PROJECT
  • 13. Key results, Kenya: Change ideas tested to improve nutritional assessment of HIV patients 1. Relocated place for nutritional assessment from clinician room to registration desk 2. Re-assigned task of assessing nutritional status to expert patients 3. Synchronized RUTF collection date with ARV follow-up dates 4. Began collecting details of clients (home address, cell phone number, etc.) to help trace those who miss follow-up appointments 5. Revised patient flow to enable easier movement of clients from one service area to another and to decrease waiting time 6. Testing changes in other parts of facilities e.g. now at MNCH 7. Successful lobbying for anthropometric equipment from partner organizations to enable nutritional assessments at the facility USAID HEALTH CARE IMPROVEMENT PROJECT
  • 14. Key results, Kenya: Increasing nutritional assessments for HIV infected patients Percentage of HIV Patients Assessed for Nutritional Status from Ambira Hospital in Kenya September through November 2011 100 80 60 40 Percentage 20 0 BASELINE WK1 WK2 WK3 WK4 WK1 SEP SEP SEP SEP OCT OCTWK2 WK3 WK4 WK1 OCT OCT NOV NOV-WK2 WK3 WK 4 NOV NOV # of HIV +VE clients assessed for Nutritional Status and categorize MAM 0 49 148 109 138 214 253 162 211 202 244 270 220 SAM,Normal,Obese Total # of HIV positive clients visiting the health facility 0 57 169 224 161 217 254 165 212 202 247 275 257 Clients Nutritionally assesed and categorized 0 85.96 87.57 93.3 85.71 98.6 99.6 98.2 99.5 100 98.7 98.1 85.6 Numerator: # of HIV infected clients assessed for nutritional status and categorized Denominator: Total # of HIV infected patients visiting the health facility that month Data Source/Sampling: HIV Register USAID HEALTH CARE IMPROVEMENT PROJECT
  • 15. Best practices • Integrate assessment with existing registration or triage stations • Have expert clients help with the additional work load – Train enough expert clients to accommodate for when some are not available – Provide supervision/mentorship for expert clients • Document nutrition status in existing registry rather than creating a new document USAID HEALTH CARE IMPROVEMENT PROJECT
  • 16. Effective M&E integration at the clinic level: key lessons 1. Use metrics relevant to the clinic – Denominators reflective of clinic patients 2. Make data collection part of the daily routine – Document in clinic data collection tools. 3. Use data to inform decisions to improve clinic performance – Monthly review and analysis; identify gaps in service delivery, test changes to improve performance and close the gap USAID HEALTH CARE IMPROVEMENT PROJECT