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Redesigning the Care Team Holistically

Build a more sustainable care team to maximize ROI

While most organizations are piloting changes to their care team design, these changes have had limited impact on physician burnout or cost savings. Often, as leaders offload tasks from the physician’s plate, they inadvertently set a trickle-down effect in motion, passing tasks on to other team members and resulting in broader care team burnout and turnover.

To build a model that’s sustainable for the future, organizations must redesign the ambulatory care team holistically, redefining the roles of all team members at once.



The conventional wisdom

Almost every organization is piloting some change to their care team model.Since the primary goal of most of these changes is to prevent physician burnout,groups often take a physician-centric approach to the redesign process. As aresult, care team redesign often looks like what you see below: Leaders offloadtasks from the physician’s plate onto advanced practice providers (APPs). Then,when APPs start feeling burnt out too, they do the same to nurses, and this taskshifting continues down the line, setting a trickle-down effect in motion.


Using this approach, physician leaders could historically offset turnover by hiringmore staff. But this trickle-down approach is unsustainable for three reasons:

Care team members are still working below top-of-license: Shifting tasksin response to physician burnout means that team members are too often giventhe tasks that physicians do not want or have time to take on, as opposed tothose that are top-of-license. This inadvertently builds gaps and redundanciesinto the model—and this can be costly even in small doses. For example, evenwhen an RN spends just 15% of their time on tasks that are below top-of-license,that’s still $6,000 worth of work that the RN does that could’ve gone to an MA.

Physicians are an increasingly smaller subset of the workforce: From 2018to 2028, physician jobs are expected to grow 7%—which is less than the 10-yearprojected growth rate for other non-physician roles, such as RNs (12%), MAs(23%), NPs2 (26%), and PAs3 (31%). As groups employ more non-physicianteam members, the total percentage of the workforce—and associated laborcosts—made up by physicians will shrink. Therefore, basing care team redesignon the physician at the expense of other team members has diminishing returns.

Non-physician team members are disengaged and burned out: Downshiftingtasks to APPs, RNs, and MAs without getting them to top-of-license leads tocostly turnover. As one example, 56% of MAs, who are usually at the end of thetrickle-down process, plan to leave for another job in health care in the next fiveyears—and worse, 21% plan to leave health care altogether.


Our take

To build a care team model that’s sustainable for the future, organizations needto design an ambulatory care team that maximizes the ROI and reduces theburnout of every team member—not just physicians. This requires a shift inmindset from seeing the care team as individual roles to viewing it holistically:looking at how individual care team members come together to work as a singlecohesive unit. Rather than piloting changes to one team member at a time,leaders must redesign the entire care team at once to ensure everyone isworking at top-of-license and as one high-performing team.


In practice, this means evaluating all tasks the care team needs to perform, andthen matching those tasks to the appropriate team member. In other words,rather than starting with the physician and shifting tasks down the line, begin withthe tasks and assign them to the right role. The key is completing this exercisefor the entire team at once and then rolling out the new roles—again, all at once.

The goal isn’t to create one uniform care team across all providers, but rather,design a blueprint that practices and specialties can adapt depending on theirstaffing resources, patient populations, and strategic goals. Generally,organizations should strive for a consistent care team model at the practice orspecialty level.

This holistic approach to care team redesign often surfaces redundancies andinefficiencies in the care team that you would not have identified using a trickledown approach. For example, one organization who used this holistic approachwas able to hire a new scheduler in place of a new RN, resulting in about$35,000 in labor savings.

Specialty and inpatient considerations

Most leaders begin care team redesign in primary care. However, progressiveorganizations are beginning to refine their approach to team-based care inspecialty and inpatient care as well. While roles and responsibilities will likelylook different across specialties and sites of care, leaders should considerapplying the same holistic redesign principles and process to other care teams.

Population health considerations

Many organizations roll out team-based care with more universally deployedroles first, which is why you’ll see us refer to physicians, APPs, RNs, and MAsfrequently throughout this document. However, as organizations hire and deploymore population health-focused roles, such as pharmacists, care managers, andbehavioral health specialists, leaders should take a similar holistic approach tointegrating them into the care team—or deploying them across several careteams—rather than piloting these roles one-off.


Two leadership roles in holistic redesign

In the past, team-based care pilots were limited to a few practices at a time.Because holistic redesign affects all care teams at once, it requiresorganization-wide commitment and leadership.

In the following pages, we’ll look at the role that you as a physician leader play inholistic care team redesign and the responsibilities you should allocate to others.We’ll also discuss a critical element of securing buy-in: involving frontline careteam members throughout the entire process.

Holistic redesign involves more simultaneous changes to the care team thanever before, making buy-in even more critical than in past pilots. Executivesmust set the right tone for their organization and begin cultivating buy-in fromday one. This starts with convening a planning team to lead holistic redesign.

It’s essential to build a diverse planning team that represents the roles,backgrounds, and skillsets that make up the care team. Importantly, themajority of these team members should be frontline staff. For example, at oneprogressive organization, 15 of the 20 people on the team leading this work wereclinical care team members themselves, including physicians, APPs, RNs, MAs,and patient service representatives.

Involving frontline staff in the process helps confirm that you have a completeinventory of what each team member is currently doing and that those tasks arereassigned appropriately. After all, these are the people who do the work on aday-to-day basis and are best equipped to re-evaluate the team’s roles.

More importantly, however, giving frontline staff a seat at the table reassuresother care team members that their views were taken into account. Holisticredesign results in unprecedented changes to the care team at all levels. Tosecure buy-in, it’s critical that frontline staff feel like these recommendationscame from their peers, rather than top-down mandates from administrators.

Below, we’ve outlined some important guiding principles for this planning team:

  • Representative: Include team members from across the organization at all roles and levels. At minimum, involve the roles currently on most care teams. Make sure that your planning team reflects your organization’s diversity, including diversity in background, practice location, and patient population.
  • Small: Limit your team to 10-15 people so that it’s efficient and agile. This ensures that you can make decisions quickly and productively without removing too many care team members from their day jobs.
  • High-performing: Ensure all team members excel in their respective roles. Review performance evaluations and ask managers for recommendations to identify top performers. Not only is this important for gathering input on what is truly top-of-license for each role, but it also ensures that team members working below expectations remain in the clinic to improve their performance.
  • Respected: Though hard to quantify, selecting respected and trusted representatives is essential for solidifying buy-in across the organization. These may be people who already serve in leadership positions or are tenured in their roles.

After executives convene the planning team, it’s time for this group to begin theholistic redesign process. Leaders should expect to take the frontline staff on thisteam offline for the equivalent of one full work week. Some organizations chooseto spread this work out across several months, while others opt to complete it allat once in a one-week sprint.

Ask care team members themselves to re-evaluate task list

Start by asking the frontline staff on this team to list out all the tasks they performon a day-to-day basis. Then, after collecting this inventory, go task-by-task,reallocating each one to the care team member who should perform it based onskillset, licensure, business goals, or other criteria.

It’s important that the team use agreed upon filters when making these tradeoffsso that this process doesn’t devolve into team members shifting less engagingtasks onto others. First, take into account practical considerations like who hasthe skills, training, and licensure for each task. Then, layer on additionalconsiderations like who would find the work engaging.

We’ve seen teams complete this exercise using spreadsheets, sticky notes, andstart-stop-continue frameworks. Regardless of the approach, the key iscompleting this work for the entire care team at once—and involving frontlinestaff throughout the process.

Save time (and money) with our tool

Redesigning the care team in this way can be a time-consuming process, so wecreated a tool to save you time and money as you reassign tasks across the team. The Primary Care Team Task Allocation Guide covers 8 roles andover 60 tasks with Advisory Board’s recommendations for who shouldperform each one. Use this Excel-based tool to identify opportunitiesto reallocate tasks and get more value from your care teams. Download the tool.

Don’t disband planning team after task reallocation

However, the planning team’s work isn’t done after the initial redesign process.This group should also be tasked with developing a strategy for rolling out thesechanges—and sustaining them on an ongoing basis.

Many organizations tap administrators with figuring out the details involved in therollout process, but it’s important that the planning team stay involved to providethe frontline perspective and act as change champions. The planning team alsoplays an important role in maintaining buy-in, sustaining momentum, and surfacingcandid feedback from the frontlines. To help manage change during the care teamredesign process, download our new toolkit.


Parting thoughts

Holistic redesign requires a greater upfront investment than care team pilots. Yourbiggest investment will be in human capital: taking the necessary frontline careteam members offline to serve on the planning team and spearhead this work.

However, this investment is one worth making.

Pulling frontline care team members from the clinic for a week has a price tag.According to Advisory Board estimates, it costs about $30,000 to take theplanning team offline to reallocate tasks and design new roles. It’s a significantupfront investment—but the ROI is worth it when you consider the downstreamimpact on turnover and team sustainability. In fact, it only takes retaining one MAto break even on your investment.


We’ve tried to minimize this upfront investment with our new tool the Primary Care Team Task Allocation Guide. For additional support on your care teamredesign strategy, please reach out to your Advisory Board membership advisor.


Sources

  • Source pg. 4: Stokowski L, “Medscape RN/LPN Compensation Report, 2019,”Medscape, October 9, 2019; Integrated Medical Group Benchmark Generator,Medical Group Strategy Council, Advisory Board; “Occupational OutlookHandbook,” US Bureau of Labor Statistics; Skillman S et al, “FrontlineWorkers’ Career Pathways: A Detailed Look at Washington State’s MedicalAssistant Workforce,” Center for Health Workforce Studies, December 2018.


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Eliza Dailey

Director, Physician and medical group research

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