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Effective Patient Stratification:
Four Solutions to Common Hurdles
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Solutions to Patient Stratification
Effective and nuanced patient stratification is
the key to successful population health efforts.
Whether a provider system, payer, employer,
or another risk-bearing entity is managing
a given population, leveraging data to
effectively identify patients to target for an
intervention is crucial.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Solutions to Patient Stratification
This involves leveraging as many data
sources as one has accessible, aggregating
the data, and then applying logic, groupers,
algorithms, and machine learning to group
patients into cohorts that will benefit most
from an intervention.
Stratifying patients in this way—by their
impactibility—is a prerequisite to a
population health infrastructure yielding
financial and clinical returns.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
Listed below are four common population health
challenges and solutions to support them.
These approaches help support accurate and
effective patient stratification to enable systems
to overcome roadblocks and effectively carry out
population health initiatives.
1. Consider Both the Physical and the Mental
2. Prove and Measure Return on Investment
3. Complete Data Sets
4. Transparent, Customizable Technology
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
1. Consider Both the Physical and the Mental
Understanding the chronic disease state
of a patient population is critical to any
population health strategy.
Too often, population health teams only
focus on the most common physical
chronic conditions, such as hypertension,
heart failure, and diabetes.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
1. Consider Both the Physical and the Mental
While these conditions are key drivers
of healthcare utilization, there are often
comorbid mental health conditions that
significantly contribute to a patient’s
burden of disease.
In fact, high-cost patients with mental
health conditions tend to incur
significantly more expenses than high-
cost patients without mental health
conditions.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
1. Consider Both the Physical and the Mental
Understanding how behavioral health
conditions affect a patient’s overall health
can help care teams manage current
symptoms and prevent worsening of the
condition, as well as manage the impacts
on other health concerns.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
2. Prove and Measure Return on Investment
Proving a return on investment (ROI)
is a critical element of any population
health program.
ROI is necessary to make a business
case for population health, to achieve
clinician buy-in, and to scale adoption.
Demonstrating the ROI of population
health initiatives can be challenging,
but several approaches will help.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
2. Prove and Measure Return on Investment
From the get-go, a health system may choose
to stratify patients based on evidence-based
clinical and utilization variables.
By leveraging the body of knowledge in the
scientific literature and lay press, a system
may cohort patients based on known
impactibility that has been proven elsewhere;
the wheel need not be re-invented.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
2. Prove and Measure Return on Investment
By simultaneously measuring outcomes
for an intervention cohort and a control
cohort, PHM teams can calculate ROI
in real time.
The control cohort could include
patients who are in a queue for a
PHM intervention, who decline the
intervention, or even the entire risk
population (this is not a perfect
comparison or control group but will
provide directional ROI information).
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
2. Prove and Measure Return on Investment
Finally, in the long-term, a more
controlled and adjusted analysis
conducted retrospectively can
evaluate the precise clinical impact
and financial savings for a given
patient population, accounting for
regression to the mean, and with
statistical significance.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
3. Complete Data Sets
As healthcare continues to shift from
volume to value and health systems work
to overcome the COVID-19 pandemic,
care delivery and access are also
evolving.
It is commonplace for patients to receive
care from multiple providers inside and
outside of the hospital, making it difficult
for health systems to aggregate all
patient data from numerous sources.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
3. Complete Data Sets
Incomplete, fragmented data leads to care
decisions that don’t consider the complete
picture of a person’s health.
To make the most informed decision, care
teams need access to comprehensive
data sets.
With a reliable enterprise data warehouse
that aggregates and organizes data from
multiple care sources, patient cohorting
can achieve a higher level of accuracy.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
4. Transparent, Customizable Technology
Population health strategies are heavily
reliant on accurate algorithms to stratify
patient groups.
Providers and population health managers
alike seek to understand the inputs and
weighting underlying a given algorithm in
order to buy in to the cohorts that it creates.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
4. Transparent, Customizable Technology
A lack of transparency can result in a lack of
faith in the output of algorithms and can also
result in a complex, cumbersome process
when an algorithm needs to be updated.
As such, an algorithm that is both validated,
flexible, and transparent is key.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Four Solutions to Common Patient
Stratification Population Health Challenges
4. Transparent, Customizable Technology
This can provide members of
the care team with complete
transparency into the population
definitions as well as the ability
to easily adjust those definitions
as needed.
The Population Builder™:
Stratification Module allows for
this agility and transparency.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Patient Stratification Lays the Foundation for
Population Health Success
Identifying the right patients is critical to any
population health initiative.
By leveraging a data-driven population health
tool like the Population Builder: Stratification
Module, care teams can be confident that
they are identifying impactable patients in a
comprehensive and transparent way and can
feel empowered to invest in and measure
interventions to target the identified cohorts.
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
For more information:
“This book is a fantastic piece of work”
– Robert Lindeman MD, FAAP, Chief Physician Quality Officer
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
More about this topic
Link to original article for a more in-depth discussion.
Effective Patient Stratification: Four Solutions to Common Hurdles
Introducing the Care Management Suite: A Data-Driven, Transparent Solution
Tarah Neujahr Bryan, Senior VP, Marketing
Population Health Management: A Path to Value
Health Catalyst Editors
Achieving Stakeholder Engagement: A Population Health Management Imperative
Health Catalyst Editors
How to Scale Telehealth Solutions to Increase Patient Access During COVID-19
Ed Corbett, MD, Medical Officer
Hospital Capacity Management: How to Prepare for COVID-19 Patient Surges
Jason Jones, PhD, Chief Data Scientist; John Hansmann, MSIE, LFHIMSS, DSHS, Professional Services, VP
Monica Horvath, Strategic Consultant, Health Intelligence & Product Adoption
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Dr. Amy Flaster joined Health Catalyst in August 2016 as the Vice President of Care
Management Services. In this role, she is concurrently employed by Partners
Healthcare as an Assistant Medical Director of Population Health Management. She
continues to see patients as an internist at the Brigham and Women’s Hospital in
Boston and is an Instructor of Medicine at Harvard Medical School. Prior to joining
Health Catalyst, Amy completed her residency in the Division of General Medicine and
Primary Care program at the Brigham and Women’s Hospital. Amy has previously
co-founded a healthcare IT startup (TrueNorth Healthcare) which operates in the end-of-life space,
and has worked as an advisor to other startups through her work with the BWH iHub incubator. She
has worked extensively on provider innovation and transformation through her work with the Brigham
and Women’s Physicians Organization. Amy has earned a BA from Dartmouth College, an MD from
Harvard Medical School and an MBA from Harvard Business School.
Other Clinical Quality Improvement Resources
Click to read additional information at www.healthcatalyst.com
Amy Flaster, MD, MBA
© 2020 Health Catalyst
Proprietary. Feel free to share but we would appreciate a Health Catalyst citation.
Other Clinical Quality Improvement Resources
Click to read additional information at www.healthcatalyst.com
Health Catalyst is a mission-driven data warehousing, analytics and outcomes-improvement
company that helps healthcare organizations of all sizes improve clinical, financial, and operational
outcomes needed to improve population health and accountable care. Our proven enterprise data
warehouse (EDW) and analytics platform helps improve quality, add efficiency and lower costs in
support of more than 65 million patients for organizations ranging from the largest US health system
to forward-thinking physician practices.
Health Catalyst was recently named as the leader in the enterprise healthcare BI market in
improvement by KLAS, and has received numerous best-place-to work awards including Modern
Healthcare in 2013, 2014, and 2015, as well as other recognitions such as “Best Place to work for
Millenials, and a “Best Perks for Women.”

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Effective Patient Stratification: Four Solutions to Common Hurdles

  • 1. Effective Patient Stratification: Four Solutions to Common Hurdles
  • 2. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Solutions to Patient Stratification Effective and nuanced patient stratification is the key to successful population health efforts. Whether a provider system, payer, employer, or another risk-bearing entity is managing a given population, leveraging data to effectively identify patients to target for an intervention is crucial.
  • 3. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Solutions to Patient Stratification This involves leveraging as many data sources as one has accessible, aggregating the data, and then applying logic, groupers, algorithms, and machine learning to group patients into cohorts that will benefit most from an intervention. Stratifying patients in this way—by their impactibility—is a prerequisite to a population health infrastructure yielding financial and clinical returns.
  • 4. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges Listed below are four common population health challenges and solutions to support them. These approaches help support accurate and effective patient stratification to enable systems to overcome roadblocks and effectively carry out population health initiatives. 1. Consider Both the Physical and the Mental 2. Prove and Measure Return on Investment 3. Complete Data Sets 4. Transparent, Customizable Technology
  • 5. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 1. Consider Both the Physical and the Mental Understanding the chronic disease state of a patient population is critical to any population health strategy. Too often, population health teams only focus on the most common physical chronic conditions, such as hypertension, heart failure, and diabetes.
  • 6. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 1. Consider Both the Physical and the Mental While these conditions are key drivers of healthcare utilization, there are often comorbid mental health conditions that significantly contribute to a patient’s burden of disease. In fact, high-cost patients with mental health conditions tend to incur significantly more expenses than high- cost patients without mental health conditions.
  • 7. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 1. Consider Both the Physical and the Mental Understanding how behavioral health conditions affect a patient’s overall health can help care teams manage current symptoms and prevent worsening of the condition, as well as manage the impacts on other health concerns.
  • 8. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 2. Prove and Measure Return on Investment Proving a return on investment (ROI) is a critical element of any population health program. ROI is necessary to make a business case for population health, to achieve clinician buy-in, and to scale adoption. Demonstrating the ROI of population health initiatives can be challenging, but several approaches will help.
  • 9. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 2. Prove and Measure Return on Investment From the get-go, a health system may choose to stratify patients based on evidence-based clinical and utilization variables. By leveraging the body of knowledge in the scientific literature and lay press, a system may cohort patients based on known impactibility that has been proven elsewhere; the wheel need not be re-invented.
  • 10. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 2. Prove and Measure Return on Investment By simultaneously measuring outcomes for an intervention cohort and a control cohort, PHM teams can calculate ROI in real time. The control cohort could include patients who are in a queue for a PHM intervention, who decline the intervention, or even the entire risk population (this is not a perfect comparison or control group but will provide directional ROI information).
  • 11. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 2. Prove and Measure Return on Investment Finally, in the long-term, a more controlled and adjusted analysis conducted retrospectively can evaluate the precise clinical impact and financial savings for a given patient population, accounting for regression to the mean, and with statistical significance.
  • 12. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 3. Complete Data Sets As healthcare continues to shift from volume to value and health systems work to overcome the COVID-19 pandemic, care delivery and access are also evolving. It is commonplace for patients to receive care from multiple providers inside and outside of the hospital, making it difficult for health systems to aggregate all patient data from numerous sources.
  • 13. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 3. Complete Data Sets Incomplete, fragmented data leads to care decisions that don’t consider the complete picture of a person’s health. To make the most informed decision, care teams need access to comprehensive data sets. With a reliable enterprise data warehouse that aggregates and organizes data from multiple care sources, patient cohorting can achieve a higher level of accuracy.
  • 14. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 4. Transparent, Customizable Technology Population health strategies are heavily reliant on accurate algorithms to stratify patient groups. Providers and population health managers alike seek to understand the inputs and weighting underlying a given algorithm in order to buy in to the cohorts that it creates.
  • 15. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 4. Transparent, Customizable Technology A lack of transparency can result in a lack of faith in the output of algorithms and can also result in a complex, cumbersome process when an algorithm needs to be updated. As such, an algorithm that is both validated, flexible, and transparent is key.
  • 16. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Four Solutions to Common Patient Stratification Population Health Challenges 4. Transparent, Customizable Technology This can provide members of the care team with complete transparency into the population definitions as well as the ability to easily adjust those definitions as needed. The Population Builder™: Stratification Module allows for this agility and transparency.
  • 17. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Patient Stratification Lays the Foundation for Population Health Success Identifying the right patients is critical to any population health initiative. By leveraging a data-driven population health tool like the Population Builder: Stratification Module, care teams can be confident that they are identifying impactable patients in a comprehensive and transparent way and can feel empowered to invest in and measure interventions to target the identified cohorts.
  • 18. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. For more information: “This book is a fantastic piece of work” – Robert Lindeman MD, FAAP, Chief Physician Quality Officer
  • 19. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. More about this topic Link to original article for a more in-depth discussion. Effective Patient Stratification: Four Solutions to Common Hurdles Introducing the Care Management Suite: A Data-Driven, Transparent Solution Tarah Neujahr Bryan, Senior VP, Marketing Population Health Management: A Path to Value Health Catalyst Editors Achieving Stakeholder Engagement: A Population Health Management Imperative Health Catalyst Editors How to Scale Telehealth Solutions to Increase Patient Access During COVID-19 Ed Corbett, MD, Medical Officer Hospital Capacity Management: How to Prepare for COVID-19 Patient Surges Jason Jones, PhD, Chief Data Scientist; John Hansmann, MSIE, LFHIMSS, DSHS, Professional Services, VP Monica Horvath, Strategic Consultant, Health Intelligence & Product Adoption
  • 20. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Dr. Amy Flaster joined Health Catalyst in August 2016 as the Vice President of Care Management Services. In this role, she is concurrently employed by Partners Healthcare as an Assistant Medical Director of Population Health Management. She continues to see patients as an internist at the Brigham and Women’s Hospital in Boston and is an Instructor of Medicine at Harvard Medical School. Prior to joining Health Catalyst, Amy completed her residency in the Division of General Medicine and Primary Care program at the Brigham and Women’s Hospital. Amy has previously co-founded a healthcare IT startup (TrueNorth Healthcare) which operates in the end-of-life space, and has worked as an advisor to other startups through her work with the BWH iHub incubator. She has worked extensively on provider innovation and transformation through her work with the Brigham and Women’s Physicians Organization. Amy has earned a BA from Dartmouth College, an MD from Harvard Medical School and an MBA from Harvard Business School. Other Clinical Quality Improvement Resources Click to read additional information at www.healthcatalyst.com Amy Flaster, MD, MBA
  • 21. © 2020 Health Catalyst Proprietary. Feel free to share but we would appreciate a Health Catalyst citation. Other Clinical Quality Improvement Resources Click to read additional information at www.healthcatalyst.com Health Catalyst is a mission-driven data warehousing, analytics and outcomes-improvement company that helps healthcare organizations of all sizes improve clinical, financial, and operational outcomes needed to improve population health and accountable care. Our proven enterprise data warehouse (EDW) and analytics platform helps improve quality, add efficiency and lower costs in support of more than 65 million patients for organizations ranging from the largest US health system to forward-thinking physician practices. Health Catalyst was recently named as the leader in the enterprise healthcare BI market in improvement by KLAS, and has received numerous best-place-to work awards including Modern Healthcare in 2013, 2014, and 2015, as well as other recognitions such as “Best Place to work for Millenials, and a “Best Perks for Women.”