ACO ADLS: San Francisco, California

A series of three Accelerated Development Learning Sessions were held in select cities around the country in Minneapolis, MN, San Francisco, CA, and Baltimore, MD. Each Accelerated Development Learning Session (ADLS) was an opportunity for leadership from existing or emerging Accountable Care Organizations (ACOs) to develop a broad and deep understanding of how to establish and implement core functions to improve care delivery and population health while reducing growth in costs.

The second of three Accelerated Development Learning Session was held in San Francisco, CA, on September 15-16, 2011.

All participants in the Accelerated Development Learning Session were asked to be prepared to:

  1. Conduct pre-session planning,
  2. Attend an intensive in-person meeting to jump start ACO formation by identifying shared goals, key challenges, and core competencies,
  3. Participate in follow-on webinars, and
  4. Complete a comprehensive ACO implementation plan with year-by-year benchmarks over the next
    3 years.

Resources from the San Francisco ADLS held September 15-16, 2011:

Disclaimer: Numerous files on this page are provided by persons or organizations outside of CMS. These files are made available here as a courtesy for archiving purposes. CMS maintains no responsibility for the content or views expressed in these files and cannot guarantee that these files are fully accessible to persons with disabilities.

Agenda

Day 1 Morning: Strategy—Goals, Organizational Structure, and Governance

On the morning of Day 1, participants learned from the real-world experience of ACO leaders who have developed and implemented organizations that perform the functions of an ACO. The experience of three different types of organizations, including an IPA, PHO, and IDS, were presented to illustrate different organizational and governance models that pursue broadly similar goals. The private sector perspective was also presented. The participants left Day 1 with a concrete sense of the hard questions their ACO will need to answer concerning leadership and management functions such as priority setting, decision making, and negotiating provider relationships.

8:00 – 8:15

Welcome & Introductions

Herb K. Shultz
Regional Director, U.S. Department of Health & Human Services, Region IX

8:15 – 9:00

ACOs and Improving Care for Medicare Beneficiaries

Peter Lee, JD
Deputy Director, CMS Innovation Center

9:00 – 11:00

Case Study 1: Building an ACO on the Foundation of an IPA (PDF)

Nancy Boerner, MD, MBA
Chief Medical Officer, Monarch HealthCare

Case Study 2: Building an ACO on the Foundation of a PHO (PDF)

Mark Shields, MD, MBA
Vice President, Advocate Health Care

Case Study 3: Building an ACO on the Foundation of an IDS (PDF)

Jay Crosson, MD
Director of Public Policy, The Permanente Medical Group

Panel Discussion: Common Challenges, Common Solutions/Distinctive Challenges, Distinctive Solutions

All Case Study Presenters

11:00 – 12:00

A Private Sector Perspective on ACOs & the Changing Payer-Provider Relationship (PDF)

Scott Sarran, MD, MM
Vice President and Chief Medical Officer, BlueCross BlueShield of Illinois

12:00 – 1:00

Lunch Break

Day 1 Afternoon: Learning Modules 1 & 2

The afternoon of Day 1 was structured as a series of learning modules related to core competences essential to becoming an ACO. Each module was broken up into an “A” track and a “B” track. The “A” track was for staff in newly forming ACOs, while the “B” track was for staff in more established ACOs.

1:00 – 5:30

Learning Modules 1 & 2

1:00 – 3:00

Module 1: Describing Your Population's Clinical and Risk Profile

 

Module 1A (PDF)

Dave Knutson, MS
Department of Health and Human Services

Module 1B (PDF)

Matthew Mazdyasni, MS
HealthCare Partners

3:00 – 3:30

Afternoon Break

3:30 – 5:30

Module 2: Reshaping Care Delivery

 

Module 2A (PDF)

Thomas Bodenheimer, MD
University of California, San Francisco

Module 2B (PDF)

Steve Bernstein, MD, MPH
University of Michigan

6:30 – 7:30

Reception for Participants

Day 2 Morning: Learning Modules 3 & 4

As a continuation of the previous afternoon, the morning of Day 2 was also structured as a series of learning modules related to core competences essential to becoming an ACO. Each module was broken up into an “A” track and a “B” track. The “A” track was for staff in newly forming ACOs, while the “B” track was for staff in more established ACOs.

8:00 – 12:30

Learning Modules 3 & 4

8:00 – 10:00

Module 3: Connecting Providers and Managing High Risk Beneficiaries

 

Module 3A (PDF)

Julie Schilz, BSN, MBA and Patrick Gordon, MPA
Colorado Beacon Consortium

Module 3B (PDF)

Steve Jacobson, MD, and Jennifer Wilson-Norton
The Everett Clinic

10:00 – 10:30

Morning Break

10:30 – 12:30

Module 4: Risk Sharing, Incentives, and Startup/Capital Needs

 

Module 4A (PDF)

Greger Vigen, MBA
Actuarial Consultant

Module 4B (PDF)

Matthew Mazdyasni, MS
HealthCare Partners

12:30 – 1:30

Lunch Break

Day 2 Afternoon: Putting the Pieces Together and Defining a Path Forward

This afternoon session focused on the organizational and governance challenges that developing ACOs must successfully address. It included an implementation planning exercise designed to enable participants to identify their key priority actions and tasks.

1:30 – 2:30

The Organizational and Governance Challenge of Meeting Needs While Lowering Costs (PDF)

Jay Want, MD
Principal, Want Health Care, LLC (Former President and CEO, Physician Health Partners, LLC)

2:30 – 5:00

Putting the Pieces Together for Implementation Planning—Gaps and Priorities

Jay Want, MD
Principal, Want Health Care, LLC (Former President and CEO, Physician Health Partners, LLC)

2:30 – 2:45

Where do we go from here?

2:45 – 4:30

Implementation planning and breakout groups

4:30 – 5:00

Report from breakout groups: critical capacities and action steps