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Research ArticleSpecial Communication

A Change Management Case Study for Safe Opioid Prescribing and Opioid Use Disorder Treatment

Randi Sokol, Zev Schuman-Olivier, Maren Batalden, Laura Sullivan and Allen F. Shaughnessy
The Journal of the American Board of Family Medicine January 2020, 33 (1) 129-137; DOI: https://doi.org/10.3122/jabfm.2020.01.190223
Randi Sokol
From Tufts University School of Medicine, Boston, MA (RS, AFS); Department of Psychiatry, Harvard Medical School, Boston, MA (ZS-O); Harvard Medical School, Boston, MA (MB); Malden Family Medicine Center, Cambridge Health Alliance, Malden, MA (LS, RS, AFS).
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Zev Schuman-Olivier
From Tufts University School of Medicine, Boston, MA (RS, AFS); Department of Psychiatry, Harvard Medical School, Boston, MA (ZS-O); Harvard Medical School, Boston, MA (MB); Malden Family Medicine Center, Cambridge Health Alliance, Malden, MA (LS, RS, AFS).
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Maren Batalden
From Tufts University School of Medicine, Boston, MA (RS, AFS); Department of Psychiatry, Harvard Medical School, Boston, MA (ZS-O); Harvard Medical School, Boston, MA (MB); Malden Family Medicine Center, Cambridge Health Alliance, Malden, MA (LS, RS, AFS).
MD, MPH
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Laura Sullivan
From Tufts University School of Medicine, Boston, MA (RS, AFS); Department of Psychiatry, Harvard Medical School, Boston, MA (ZS-O); Harvard Medical School, Boston, MA (MB); Malden Family Medicine Center, Cambridge Health Alliance, Malden, MA (LS, RS, AFS).
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Allen F. Shaughnessy
From Tufts University School of Medicine, Boston, MA (RS, AFS); Department of Psychiatry, Harvard Medical School, Boston, MA (ZS-O); Harvard Medical School, Boston, MA (MB); Malden Family Medicine Center, Cambridge Health Alliance, Malden, MA (LS, RS, AFS).
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    Poster highlighting drug-related deaths in our practice catchment area.

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    Table 1.

    Description of the Change Elements Addressed using the 7S Model

    Safe Opioid Prescribing for Pain ManagementTreating OUD
    Strategy: The plan of action to be used.
    • Develop shared general principles for safe prescribing of chronic opioids in accordance with expert recommendations that standardizes a team-based, clinic-wide approach• Develop team-based care to provide care for patients 6with OUD
    • Develop new curricula for residents and other clinicians in the practice• Institute office-wide medication-for OUD treatment with buprenorphine/naloxone and intramuscular (IM) naltrexone
    • Develop support systems among clinicians managing patients on chronic opioids for chronic pain• Foster a safe and welcoming environment that destigmatizes substance use disorders and approaches addiction as a neurobiological disease
    Systems: Daily activities and procedures instituted to get the job done
    • Create, implement, and monitor a policy for prescribing opioids, addressing: initiating prescribing, prescribing to legacy patients• Assure prescribers, preceptors, and residents (after first year) receive onsite buprenorphine waiver training
    • Develop a workflow to document opioid use on every problem list• Develop and institute group visits (shared medical appointments) for patients with OUD
    • Implement and enforce adherence to controlled substance agreements• Develop a workflow for centralized intake of all new patients for OUD treatment utilizing one full-time addiction nurse
    • Integrate mental health clinicians• Create a health system-wide list-serve to share best practices, ask questions, get further support around OUD management
    • Create a specialized, interdisciplinary referral service for complex patients with pain and/or addiction• Develop a referral system to specialized outpatient addiction services for selected patients
    • Create a monthly forum for discussion of difficult and complex patients• Institute team meeting time to discuss management decisions and revise logistical components of group-based management
    • Create a clinic workflow for medical assistants to check the prescription monitoring program, administer the pain functional assessment tool, and collect urine for drug screen monitoring
    Develop smart-phrases (“dot-phrases”) for our electronic medical record to aid with note writing and clinical decision-making and to aid in adherence to policies
    Structure: How our system is organized/who reports to who
    • Institution-wide chronic pain working group develops quality improvement metrics around safe prescribing behaviors• One lead physician and one full-time addiction nurse provide oversight to management of all patients with OUD
    • Medical director provides oversight of clinicians managing patients receiving chronic opioids• Designated dedicated interdisciplinary team provides group-based opioid treatment (shared medical appointments)
    Style: The style of leadership
    • Participatory leadership led by the clinic director• Centralized clinic interdisciplinary team with top-down leadership from lead physician and lead addiction nurse
    • Charismatic leadership provided by a key opinion leader• Mentorship for decision-making for patients with OUD is provided by an interdisciplinary care team, a separate consultation service, and a system-wide shared email list-serve for consultation questions
    Staff: The people and their special capabilities
    • Physicians, physician assistants, nurses, medical assistants, care partners (social workers), and primary care health psychologists, each with unique roles to care for patients at the individual level• A family physician obtained board certification in addiction medicine; a nurse completed enhanced addiction training
    • Physician assistant and back-up physicians assist with the oversight of managing patients with OUD
    A multidisciplinary consultation team with expertise complex pain/addiction problems
    Skills: Skills and competencies needed to get the job done
    • Curriculum to disseminate evidence-based guidelines and clinic-specific policies around safe opioid prescribing, nonopioid pharmacologic options, and nonpharmacological approaches• Buprenorphine training for all physicians
    • Care partners training to provide continuity and to teach nonpharmacological approaches to pain management• Naloxone administration training to all staff
    • Longitudinal addictions curriculum for residents
    • Reception staff training in the special needs of patients with OUD
    Medical assistant training in intake and urine collection
    Primary care behavioral health psychologists trained in collaborative management
    • OUD, opioid use disorder.

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The Journal of the American Board of Family     Medicine: 33 (1)
The Journal of the American Board of Family Medicine
Vol. 33, Issue 1
January-February 2020
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A Change Management Case Study for Safe Opioid Prescribing and Opioid Use Disorder Treatment
Randi Sokol, Zev Schuman-Olivier, Maren Batalden, Laura Sullivan, Allen F. Shaughnessy
The Journal of the American Board of Family Medicine Jan 2020, 33 (1) 129-137; DOI: 10.3122/jabfm.2020.01.190223

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A Change Management Case Study for Safe Opioid Prescribing and Opioid Use Disorder Treatment
Randi Sokol, Zev Schuman-Olivier, Maren Batalden, Laura Sullivan, Allen F. Shaughnessy
The Journal of the American Board of Family Medicine Jan 2020, 33 (1) 129-137; DOI: 10.3122/jabfm.2020.01.190223
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