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      The Generation of Integration: The Early Experience of Implementing Bundled Care in Ontario, Canada

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          Abstract

          Policy Points

          • Policymakers interested in advancing integrated models of care may benefit from understanding how integration itself is generated. Integration is analyzed as the generation of connectivity and consensus—the coming together of people, practices, and things.

          • Integration was mediated by chosen program structures and generated by establishing partnerships, building trust, developing thoughtful models, engaging clinicians in strategies, and sharing data across systems.

          • This study provides examples of on‐the‐ground integration strategies in 6 programs, suggests contexts that better lend themselves to integration initiatives, and demonstrates how programs may be examined for the very thing they seek to implement—integration itself.

          Context

          By bundling services and encouraging interprofessional and interorganizational collaboration, integrated health care models counter fragmented health care delivery and rising system costs. Building on a policy impetus toward integration, the Ministry of Health and Long‐Term Care in the Canadian province of Ontario chose 6 programs, each comprising multiple hospital and community partners, to implement bundled care, also referred to as integrated‐funding models. While research has been conducted on the facilitators and challenges of integration, there is less known about how integration is generated. This article explores the generation of integration through the dynamic interplay of contexts and mechanisms and of structures and subjects.

          Methods

          For this qualitative study, we conducted 48 interviews with program stakeholders, from organization leaders and managers to physicians and integrated care coordinators, across the hospital‐community spectrum. We then used content analysis to explore the extent to which themes were shared across programs and to identify idiosyncrasies, followed by a realist evaluation approach to understand how integration was produced in structural and everyday ways in local program contexts.

          Findings

          Integration was generated through the successful production of connectivity and consensus—the coming together of people, practice, and things, as perceived and experienced by stakeholders. When able, the programs harnessed existing cultures of clinician engagement, and leveraged established partnerships. However, integration could be achieved even without these histories, by building trust, developing thoughtful models, using clinicians’ existing engagement strategies, and implementing shared systems and technologies. The programs’ structures (from their scale to their chosen patient population) also contextualized and mediated integration.

          Conclusions

          This article has both practical and theoretical implications. It provides transferable insights into the strategies by which integration is generated. It also contributes conceptually to realist approaches to evaluation by advancing an understanding of mechanisms as contextually and temporally contingent, with the capacity to produce new contexts, which in turn generate new sets of mechanisms.

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          Most cited references26

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            Defining and measuring integrated patient care: promoting the next frontier in health care delivery.

            Integration of care is emerging as a central challenge of health care delivery, particularly for patients with multiple, complex chronic conditions. The authors argue that the concept of "integrated patient care" would benefit from further clarification regarding (a) the object of integration and (b) its essential components, particularly when constructing measures.To address these issues, the authors propose a definition of integrated patient care that distinguishes it from integrated delivery organizations, acknowledging that integrated organizational structures and processes may fail to produce integrated patient care. The definition emphasizes patients' central role as active participants in managing their own health by including patient centeredness as a key element of integrated patient care. Measures based on the proposed definition will enable empirical assessment of the potential relationships between the integration of organizations, the integration of patient care, and patient outcomes, providing valuable guidance to health systems reformers.
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              Understanding Integrated Care

              Introduction Integrated care is a concept that is now commonly accepted across the world yet there remains a persistent and enduring ‘confusion of languages’ when it comes to understanding it [1]. This perspective paper seeks to bring a degree of clarity to the meaning of integrated care. It argues that integrated care cannot be narrowly defined, but should be seen as an overarching term for a broad and multi-component set of ideas and principles that seek to better co-ordinate care around people’s needs. How is integrated care defined? It is well known that integrated care has been provided with many different definitions [2]. This diversity has been driven by the different purposes (all legitimate) that various stakeholders within care systems attribute to the term [3]. For example, this can be driven by differing professional points of view (e.g. clinical vs. managerial; professional vs. patient) or from the disciplinary perspective of the observer (e.g. public administration, public health, social science, or psychology) [4]. Some of the most commonly used definitions from these different perspectives can be found in Box 1 [5 6 7 8]. These demonstrate two principle characteristics of integrated care as a concept. First, it must involve bringing together key aspects in the design and delivery of care systems that are fragmented (i.e. ‘to integrate’ so that parts are combined to form a whole). Second, that the concept must deliver ‘care’, which in this context would refer to providing attentive assistance or treatment to people in need. Integrated care, then, results when the former (integration) is required to optimise that latter (care). Box 1: Four Commonly Used Definitions of Integrated Care A health system-based definition “Integrated health services: health services that are managed and delivered so that people receive a continuum of health promotion, disease prevention, diagnosis, treatment, disease-management, rehabilitation and palliative care services, coordinated across the different levels and sites of care within and beyond the health sector, and according to their needs throughout the life course.” [4] A managers’ definition “The process that involves creating and maintaining, over time, a common structure between independent stakeholders … for the purpose of coordinating their interdependence in order to enable them to work together on a collective project” [5] A social science-based definition “Integration is a coherent set of methods and models on the funding, administrative, organizational, service delivery and clinical levels designed to create connectivity, alignment and collaboration within and between the cure and care sectors. The goal of these methods and models is to enhance quality of care and quality of life, consumer satisfaction and system efficiency for people by cutting across multiple services, providers and settings. Where the result of such multi-pronged efforts to promote integration lead to benefits for people the outcome can be called ‘integrated care’” [adapted from 6] A definition based on the perspective of the patient (person-centred coordinated care) “I can plan my care with people who work together to understand me and my carer(s), allow me control, and bring together services to achieve the outcomes important to me.” [7] Despite the basic simplicity this understanding presents, it is a truism to say that the experience of those implementing integrated care programmes take a significant amount of time to define and interpret what it will mean to them in their own contexts. This is important as none of the standard definitions quite work in all circumstances, so it important that partners in care agree upon the details of their own version rather than pick one of the shelf. Nonetheless, it is important to avoid the tendency to focus on structural or organisationally-based definitions, or those that focus purely on integration as a means to create cost efficiencies. Rather, by providing a ‘people-centred’ definition with the core purpose of ‘caring’ so integrated care is given a compelling logic as to its objectives and how success might be judged [8]. What forms does integrated care take? Integrated care is characterised by complexity. However, a number of different conceptual frameworks and taxonomies have been developed to help manage our understanding, Typically, these have examined [2 9]: the type of integration (i.e. organisational, professional, cultural, technological); the level at which integration occurs (i.e. macro-, meso- and micro-); the process of integration (i.e. how integrated care delivery is organised and managed); the breadth of integration (i.e. to a whole population group or specific client group); and the degree or intensity of integration (i.e. across a continuum that spans between informal linkages to more managed care co-ordination and fully integrated teams or organisations). Moreover, integrated care takes a number of key forms, including [10]: Horizontal integration. Integrated care between health services, social services and other care providers that is usually based on the development of multi-disciplinary teams and/or care networks that support a specific client group (e.g. for older people with complex needs) Vertical integration. Integrated care across primary, community, hospital and tertiary care services manifest in protocol-driven (best practice) care pathways for people with specific diseases (such as COPD and diabetes) and/or care transitions between hospitals to intermediate and community-based care providers Sectoral integration. Integrated care within one sector, for example combining horizontal and vertical programmes of integrated care within mental health services through multi-professional teams and networks of primary, community and secondary care providers; People-centred integration: Integrated care between providers and patients and other service users to engage and empower people through health education, shared decision-making, supported self-management, and community engagement; and Whole-system integration: Integrated care that embraces public health to support both a population-based and person-centred approach to care. This is integrated care at its most ambitious since it focuses on the multiple needs of whole populations, not just to care groups or diseases. It is often suggested that the strongest form is the ‘fully integrated’ model that is characterised by integrated teams working in an organisation with a single set of governance and accountability rules and common budgets and incentives [1]. Indeed, there is evidence to suggest that the more severe the need of the patient, the more appropriate it might be to develop ‘fully integrated’ organisations [11]. Yet, what appears to matter most is not the organisational solution but what happens at the service- and clinical-level [12]. Transformational change can only happen at the interface between service users and teams of care professionals working in partnership with them. For people with complex needs, this implies a more flexible and networked solution where a ‘core team’ empowers service users and supports their day-to-day needs but can rely on a responsive provider network when required [13]. How has our understanding of integrated care developed? Our understanding of what integrated care means, and what it might comprise, continues to evolve. In many respects, we now know the basic building blocks of a successful integrated care approach since there have been numerous studies developing frameworks through which the different elements are set out [e.g. see 14 15 16 17]. One of the unmet challenges is how we might move beyond these descriptive components to offer a guide to decision-makers on how best to implement integrated care in policy and practice. In this respect, we know that much depends on the ‘softer issues’ of relationship building and the ability to foster an environment where new collaborations and ways of working become accepted as the norm over time. In more recent years, too, a number of new ideas have emerged that have taken our understanding of integrated care along a different path. The two most fundamental of these include: first, the recognition that engaging and empowering people and communities should be a central component to any integrated care strategy; and second, that integrated care strategies might be most powerful where they become population-oriented and focused on promoting health, for example by bringing together health and social care with other players such as housing, schools, community groups, industry, and so on. Both these ideas see the integration element as a way of bringing community assets together to promote health and wellbeing to populations, so taking the potential focus of integrated care beyond specific service models or the propensity to individualise the focus around, for example, disease management programmes and care pathways. A debate is then created as to whether integrated care should be underpinned by a set of core ‘values’, such as equity or solidarity, which brings us full circle into the debate about integrated care’s meaning [18]. Conclusions At its simplest, integrated care is an approach to overcome care fragmentations, especially where this is leading to an adverse impact on people’s care experiences and care outcomes. Integrated care may be best suited to people with medically complex or long-term care needs, yet the term should not be solely regarded as a means to managing medical problems since the principles extend to the wider definition of promoting health and wellbeing. Indeed, it seems that whilst our understanding of integrated care has advanced it also continues to evolve and be debated. At its heart, however, lies a commitment to improving the quality and safety of care services through ongoing and co-productive partnerships.
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                Author and article information

                Contributors
                gaya.embuldeniya@utoronto.ca
                Journal
                Milbank Q
                Milbank Q
                10.1111/(ISSN)1468-0009
                MILQ
                The Milbank Quarterly
                John Wiley and Sons Inc. (Hoboken )
                0887-378X
                1468-0009
                12 November 2018
                December 2018
                : 96
                : 4 ( doiID: 10.1111/milq.2018.96.issue-4 )
                : 782-813
                Affiliations
                [ 1 ] Institute of Health Policy Management and Evaluation, University of Toronto
                [ 2 ] Wilfrid Laurier University
                Author notes
                [*] [* ] Address correspondence to: Gayathri Embuldeniya, Institute of Health Policy, Management and Evaluation, University of Toronto, 155 College St, Ste 425, Toronto, ON M5T 3M6 (email: gaya.embuldeniya@ 123456utoronto.ca ).
                Article
                MILQ12357
                10.1111/1468-0009.12357
                6287073
                30417941
                444bffd4-2e56-4b80-a469-10c7c832e00c
                © 2018 The Authors The Milbank Quarterly published by Wiley Periodicals, Inc.

                This is an open access article under the terms of the http://creativecommons.org/licenses/by-nc/4.0/ License, which permits use, distribution and reproduction in any medium, provided the original work is properly cited and is not used for commercial purposes.

                History
                Page count
                Figures: 0, Tables: 2, Pages: 32, Words: 11017
                Funding
                Funded by: Health System Performance Research Network
                Award ID: #06034
                Categories
                Original Scholarship
                Original Scholarship
                Custom metadata
                2.0
                milq12357
                December 2018
                Converter:WILEY_ML3GV2_TO_NLMPMC version:version=5.5.4 mode:remove_FC converted:10.12.2018

                Social policy & Welfare
                integrated funding models,bundled care,mechanisms of health care integration

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