Latest / Becker’s Healthcare Podcast / George Stein, Vice President of Digital at Montefiore Einstein, and Dr. Shivani Agarwal, Senior Director of Community Healthcare Improvement & Strategy at Montefiore Einstein
Transcript
- 0:02- Every health system executive right now is being
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- 1:02- This is Laura Dierda with the Becker's Healthcare
- 1:05- Podcast.
- 1:06- I'm thrilled today to be joined by doctor
- 1:07- Shivani Agarwal,
- 1:09- who is the senior director of community healthcare
- 1:11- improvement and strategy at Montefiore Einstein, and George
- 1:14- Stein, vice president of digital at Montefiore Einstein.
- 1:18- Doctor Agarwal, George, thank you so much for
- 1:19- joining on the me on the podcast today.
- 1:23- Thanks for having us, Laura.
- 1:24- Thank you for having us.
- 1:26- Absolutely. Now I'm excited to dig into our
- 1:28- conversation because I know we're gonna be talking
- 1:31- a lot about what you're doing at the
- 1:32- Montefiore Einstein Comprehensive Cancer Center, some of the
- 1:35- successes that you've had, with cancer screenings and
- 1:38- just really bringing,
- 1:40- great care to the community. But before we
- 1:42- dive in, I was wondering if you could
- 1:44- both introduce yourselves and just tell us a
- 1:46- little bit about your roles at Montefiore. So,
- 1:49- Doctor. Agarwal, let's start with you.
- 1:52- Sure. So,
- 1:53- I am the senior director of community healthcare
- 1:55- improvement and strategy. I'm also a practicing physician
- 1:58- and have a background in public health and
- 1:59- healthcare redesign.
- 2:01- In my role, I help the system identify
- 2:04- gaps and outcomes and work with clinical, operational,
- 2:07- and digital,
- 2:08- IT leaders to implement new models of care,
- 2:11- into real world practice, and we use this
- 2:13- population health data driven approach. We implement codesign
- 2:17- with patients and frontline providers.
- 2:19- We integrate digital strategies, and we apply quality
- 2:22- improvement and implement implementation
- 2:24- science to kind of scale sustainably.
- 2:26- That's my role.
- 2:28- That's amazing to hear. And you cover so
- 2:30- much ground. That's fantastic. And, George, can you
- 2:33- tell us a little bit about,
- 2:34- your role in how you're approaching these projects?
- 2:37- Yes. I'm the VP for digital for the
- 2:40- health system, and my scope includes
- 2:43- the enterprise digital transformation.
- 2:45- My team's focus on addressing end user needs
- 2:48- wherever they are, but particularly for patients.
- 2:51- And we do that with a lot of
- 2:52- different technology solutions. And we also spend a
- 2:55- lot of time making sure that we're really
- 2:57- integrated with operations
- 2:59- and data to make sure that what someone
- 3:02- is seeing is really seamless.
- 3:05- That's fantastic. And, you know, so important, especially
- 3:07- right now, is the patient experience is,
- 3:10- really key in order to bring the services
- 3:12- that are needed into the community. And to
- 3:14- that point, I know you've been able to
- 3:16- launch a more resource efficient screening outreach strategy
- 3:19- that combines those digital tools with human navigation
- 3:22- and AI assistance and more as you're looking
- 3:25- to approach screening for breast cancer and beyond.
- 3:28- So I wanted to learn a little bit
- 3:30- more about that. Doctor. Agarwal,
- 3:32- your screening rates have beat the national average,
- 3:34- yet still we see around twenty eight percent
- 3:37- of patients who are overdue. Can you talk
- 3:39- a little bit about the program that you've
- 3:40- designed and and what's still missing?
- 3:43- Sure. So, let me take a step back
- 3:45- and talk a little bit about Montefiore Health
- 3:46- System first. So it's a a premier academic
- 3:49- health system, serves about 3,000,000 patients across the
- 3:52- Bronx, Westchester, and Hudson Valley.
- 3:54- We have,
- 3:55- 10 hospitals, 200 plus ambulatory sites. So it's
- 3:58- a really large system. It includes the Albert
- 4:01- Einstein College of Medicine,
- 4:03- and notably related to the discussion today, Montefiore
- 4:06- Medical Center is this large safety net medical
- 4:08- center with several hospitals across the Bronx and,
- 4:11- Mount Vernon serving those communities.
- 4:14- We also have the Montphere Einstein Comprehensive Cancer
- 4:17- Center, which is an NCI designated comprehensive center
- 4:20- and a national leader in cancer center and
- 4:22- research. And so we really have,
- 4:24- I I think, the milieu to be able
- 4:26- to,
- 4:28- think through kind of population health
- 4:30- at the point of care. Right? How do
- 4:31- we improve patient experience and access for our
- 4:34- entire population?
- 4:36- So,
- 4:38- related to your question, we have a pretty
- 4:41- strong a very strong primary care network with
- 4:43- a with a really amazing infrastructure with centralized
- 4:46- leadership analytics and outreach. And so we were
- 4:49- able that primary care network was able to
- 4:51- achieve those excellent rates, but we still knew
- 4:53- that patients still face some barriers to scheduling
- 4:56- and screening.
- 4:57- And so through,
- 4:59- a lot of work, we found gaps at
- 5:01- multiple levels, and I always think for the
- 5:02- pop health lens. Right? What what does the
- 5:04- system
- 5:05- need and where are the barriers at the
- 5:07- system level, the provider level, and the patient
- 5:09- level?
- 5:10- And so
- 5:11- at the system level, we did a real
- 5:13- really big kinda data dive and tried to
- 5:15- understand
- 5:16- what at the system level was happening. So
- 5:18- there was a lot of variation across the
- 5:20- primary network sites. We have about 18 to
- 5:23- 20 sites across our network across The Bronx
- 5:25- and Mount Vernon.
- 5:26- And so that at least signaled to us
- 5:28- that we have an opportunity. We had an
- 5:30- opportunity for targeted resourcing and standardization
- 5:32- across that network. Network. So that was first.
- 5:35- The second was understanding the provider kind of
- 5:38- experience. Right? So,
- 5:41- unfortunately,
- 5:41- missed visits
- 5:43- really limited access to screening. Right? Those orders,
- 5:46- those conversations for screening happen at the PCP
- 5:50- visits. And so when those visits don't happen,
- 5:52- you somewhat lose that opportunity to get that
- 5:55- screening,
- 5:57- cascade started. Right? And so was there a
- 6:00- kind of a there was a need to
- 6:01- decouple screening from our primary care practice appointments?
- 6:06- The the third and really importantly was the
- 6:09- patient level. And so this is where I
- 6:11- wanna overemphasize
- 6:12- how important it is to talk to patients
- 6:15- and communities because they're at the front lines
- 6:17- of that care.
- 6:18- And so,
- 6:19- quantitatively,
- 6:20- we found that there was an overrepresentation
- 6:22- of that those people that were overdue among
- 6:25- our Medicaid insured patients, those with transportation needs.
- 6:28- And interestingly,
- 6:29- among our adults that were 40 45 years
- 6:31- old. Right? So that kind of reflects maybe
- 6:34- newer guidelines weren't getting integrated,
- 6:36- as seamlessly as we had hoped. But qualitatively,
- 6:39- when we talked to community, we listened to
- 6:41- countless stories,
- 6:42- at our community advisory boards, out in the
- 6:44- community.
- 6:46- And what we heard was that fear was
- 6:49- a very big barrier
- 6:50- to scheduling appointments, keeping those appointments, and getting
- 6:53- screened, fear of the results,
- 6:56- fear of the test itself is not that
- 6:59- comfortable,
- 7:00- if anyone has had those mammograms, I myself
- 7:02- included,
- 7:03- and then scheduling. Right? Our communities have this
- 7:06- desire to make it easier to take care
- 7:07- of their health in a proactive way while
- 7:09- also being really busy and on the go.
- 7:12- And so,
- 7:13- the sentiment that life happens, sometimes you miss
- 7:16- your appointments, you need an extra nudge to
- 7:18- come back in, that was really important.
- 7:20- And so that's kind of how we discovered
- 7:22- who that twenty eight percent were. Right? What
- 7:24- were their needs? How could we redesign what
- 7:26- we needed to do in order to meet
- 7:28- all of those kind of levels of needs?
- 7:34- It's fascinating to hear about it. And thank
- 7:36- you so much for giving us the overview
- 7:38- of how you, you know, discovered that need
- 7:40- and and designed the program. We're thinking through,
- 7:43- you know, what really can make a difference
- 7:45- for patients and and how you can meet
- 7:47- them where where they're at, which I know
- 7:48- is so critical.
- 7:50- I I'm curious, as you've gone through this
- 7:52- process, what have you found does and does
- 7:54- not work to make sure, that that different
- 7:57- people are scheduling and attending their screenings?
- 8:00- What have you learned, and how are you,
- 8:03- navigating and solutioning around it?
- 8:06- Yeah. I'm I'm very excited to to present
- 8:08- this work. So based on all of our,
- 8:10- you know, data discovery and conversations, we built
- 8:13- this plan to address those opportunities at all
- 8:15- of those levels. Right? System provider and patient.
- 8:18- In the first year in 2025, we wanted
- 8:20- to test these potential strategies to see what
- 8:22- was most effective and acceptable before we built
- 8:25- for scale.
- 8:26- Right? And so
- 8:27- what we tested was this multilevel approach, and
- 8:29- and we learned a lot along the way.
- 8:32- So first off, navigation is kind of key
- 8:35- to all preventative cancer screening. We have patients
- 8:38- that need extra navigation, and that's really important.
- 8:41- And so we had our, radiology,
- 8:44- leadership also felt it was important and, hired
- 8:47- a navigator
- 8:48- with scheduling access. And we trained them to
- 8:51- address transportation,
- 8:53- assessments and needs,
- 8:55- assess for fear of that screening,
- 8:58- and then coordination.
- 9:00- And so what we did with them first
- 9:02- was
- 9:03- we gave them lists of patients that were
- 9:05- overdue at the sites where we knew that,
- 9:08- we had opportunities to kind of boost their
- 9:10- average rates.
- 9:12- And so,
- 9:14- at the same time, we had our navigator
- 9:15- learn from our cancer center behavioral health specialist
- 9:18- how to help assess for that screening hesitation,
- 9:21- and then refer to our amazing Bronx Oncology
- 9:23- Living Daily program, our BOLD program, where we
- 9:26- have peer support for people who are,
- 9:29- living with a cancer diagnosis or who have
- 9:31- screening hesitation.
- 9:33- And so we kind of put into place
- 9:34- a lot of these navigation aspects, but it
- 9:37- wasn't only navigation to scheduling. Right? It was
- 9:39- navigation of the whole person
- 9:41- to improve that patient experience. And what we
- 9:43- learned
- 9:44- was,
- 9:46- that that works, number one, really important.
- 9:50- And number two, you know, we have one
- 9:52- person who can't get to everyone, and not
- 9:55- everyone needed the same thing. And so then
- 9:57- we thought through, well, how do we kind
- 9:59- of also digitize this approach? How do we
- 10:01- get to people in various different ways with
- 10:03- various different needs?
- 10:05- And so we also,
- 10:07- put into place centralized ordering. We kind of
- 10:10- removed the primary care provider from that visit
- 10:12- dependency because we heard from them. We know
- 10:15- these screenings are important. We want our patients
- 10:16- to get our screenings.
- 10:18- We we just know they can't always get
- 10:20- access to us when they need that order.
- 10:22- So we centralized that approach. We also, I'm
- 10:24- really excited about this, enabled self scheduling via
- 10:27- text
- 10:29- so that we make that scheduling experience frictionless.
- 10:31- Right?
- 10:32- Patient gets an order for that mammogram.
- 10:35- They get a text on their phone saying
- 10:37- it's time for your scheduled mammogram.
- 10:39- Here's an appointment. If you don't like this
- 10:41- appointment, here's the next appointment. It's, like, colocated
- 10:44- to their geographic location, and it's beautiful. I
- 10:47- myself have tried it. It's life changing.
- 10:50- And for our patients, we've heard because we
- 10:52- co designed this with them. They were asking
- 10:54- for this, and we were able to give
- 10:55- this to them. They love it. Right?
- 10:59- Another thing that we kind of co designed
- 11:01- with our patients and providers was agentic AI
- 11:03- outreach.
- 11:05- So,
- 11:06- again, this life happens moment. Right? Oops. I
- 11:09- missed my appointment. I thought I was gonna
- 11:10- be there, and I couldn't get there.
- 11:12- We have this Agentic AI proactively
- 11:15- outreach to patients,
- 11:17- within a few days of that missed appointment
- 11:19- if the patient hasn't rescheduled
- 11:21- to, again, kind of transfer them to the
- 11:24- call center or to,
- 11:26- our text options to reschedule their appointment if
- 11:28- they want. Or, again, if fear is was
- 11:31- an issue, they will be re referred to
- 11:33- our BOLD program, etcetera etcetera, our our navigator.
- 11:36- So we're trying to create this kind of,
- 11:38- like, these wrap around services while also integrating
- 11:41- both our patient needs and our operational needs
- 11:44- together
- 11:45- in a digital solution.
- 11:49- That's amazing. If I can if I can
- 11:52- add to that, I think there from a
- 11:54- a tech perspective,
- 11:56- not only do we involve the patients, I
- 11:57- think there's a really important point that doctor
- 11:59- Agarwal made, which is that we changed our
- 12:01- operations
- 12:02- for the future state. We didn't just put
- 12:04- tech on top of something that worked today.
- 12:07- We did both together.
- 12:08- And then I think we translated that into
- 12:12- technology based on what care teams needed and
- 12:15- what patients needed
- 12:17- overall and end to end, not just a
- 12:18- particular
- 12:19- moment. We didn't just send a text that
- 12:21- said you
- 12:23- are eligible or there's screening available. We then
- 12:26- connected it to the actually scheduling interface so
- 12:29- someone can just click and schedule. And then
- 12:31- we anticipated the needs. Well, if the initial
- 12:33- time doesn't work, show me other times and
- 12:36- made that as easy as possible working backwards
- 12:38- from from from what folks
- 12:40- really needed. And we also did a lot
- 12:42- of proactive outreach. We are have gotten very
- 12:44- good at
- 12:46- response rates and making sure that our messages
- 12:49- meet patients the way they'd like to interpret
- 12:51- them and read them. And so the right
- 12:53- channel at the right time is really, really
- 12:55- important.
- 12:56- We allow patients to say what their preferences
- 12:59- are, and that's really helpful to make sure
- 13:01- that we communicate them with them in a
- 13:03- way that really resonates for them.
- 13:07- That's amazing to hear, you know, truly to
- 13:09- have that type of partnership with between,
- 13:12- the clinical side, the technology, and then the
- 13:15- patients too. Seems like you've been able to
- 13:17- produce something that's beneficial and meaningful in,
- 13:20- bringing that type of, you know, return that
- 13:22- you're looking for. I think, George, across the
- 13:25- navigator, self scheduling, AI outreach, where do you
- 13:28- see some of the digital strategy continuing to
- 13:30- play a role in enabling these programs to
- 13:32- scale across the system?
- 13:35- I think digital is going to take a
- 13:37- very important role for us access and
- 13:41- time back to our care teams so they
- 13:43- can focus more on care are two really
- 13:45- big parts of our strategy, and this fits
- 13:47- very squarely
- 13:48- within that. And so as we think about
- 13:51- this, we're going to continue to take a
- 13:53- comprehensive approach, all those steps for patients
- 13:56- and for members of the care team. We
- 13:58- wanna look at them together, not just in
- 14:00- isolated incidents,
- 14:02- so that we can then solve for what
- 14:04- is what is the right building block and
- 14:06- puzzle piece of technology to make things
- 14:08- work. And as we also build this, we
- 14:11- wanna continue to keep in mind the overall
- 14:13- goal, which is improving the health of the
- 14:16- community.
- 14:17- Understanding that upfront,
- 14:19- I think, has made this very easy to
- 14:21- scale. We've been able to build this in
- 14:23- a way that allows us to think, okay.
- 14:25- If we apply this for not just breast
- 14:27- cancer screening, but colorectal screening, lung cancer screening,
- 14:31- other types of screening and population,
- 14:33- health needs, we can then work backward and
- 14:36- say, we're not creating this thing to only
- 14:38- solve for breast cancer screening. We are building
- 14:42- our technology, our digital solutions for something that
- 14:44- we know is not going to just be
- 14:46- a pilot. It's gonna be a big, big
- 14:48- program.
- 14:49- And I'll take one very tangible example of
- 14:52- that. We knew scheduling was gonna be important.
- 14:54- So we didn't just create scheduling
- 14:57- in that interface for breast cancer screening. We
- 14:59- actually had our scheduling interface. What do we
- 15:01- want scheduling to look like? How is that
- 15:03- gonna be really seamless? And then we said,
- 15:05- what are the specific components that are going
- 15:08- to be applicable for breast cancer screening? So
- 15:10- that way we could always make sure that
- 15:12- we were doing things in a way that
- 15:13- is really, really scalable for all the different
- 15:15- patient populations
- 15:16- as well as for all of the different
- 15:18- types of screening.
- 15:21- That makes a lot of sense. You know?
- 15:23- And it is really cool to hear you
- 15:24- have that type of planning and foresight to
- 15:26- not only think of the small pilot that
- 15:28- you were doing, but actually look at the
- 15:30- bigger picture and see the potential for the
- 15:32- whole organization.
- 15:34- Now I know the results, again, have been
- 15:36- very impressive looking at, looking at, you know,
- 15:38- adding 5,000
- 15:39- plus screens from people who were overdue to
- 15:42- be screened in about nine months without adding
- 15:44- any new radiologists as well, which is really
- 15:46- impressive. So how do you replicate this if
- 15:49- you're one of the hospitals or systems listening
- 15:51- to the podcast today? What advice do you
- 15:53- have, and where do you see some of
- 15:55- the areas that, you know, other organizations could
- 15:58- learn from you?
- 16:00- I'll take the baton first. So,
- 16:03- I wanna echo what George said. The partnerships
- 16:06- are really important. So our kind of clinical
- 16:08- and operational partnership
- 16:10- with the digital team has been pivotal
- 16:13- to creating products and workflows that can scale.
- 16:17- So I'll say that first. And, you know,
- 16:19- I I didn't know what was possible until
- 16:21- until our our digital team kind of told
- 16:23- us, you know, this is possible. You tell
- 16:25- us
- 16:26- your vision and your wish list, and we'll
- 16:29- try to make that happen. And so we
- 16:31- were able to kind of unlock all of
- 16:33- these ways that the EMR systems and digital
- 16:35- strategies could work for our on the ground
- 16:37- needs that I did not really recognize until
- 16:40- our partnership.
- 16:41- So,
- 16:42- I think what is also really important is
- 16:45- that this project was not about adding capacity.
- 16:49- Right? It was about redesigning how patients access
- 16:52- high quality care.
- 16:53- And so that really was the foundation of
- 16:57- rebuilding workflows around patient and provider needs,
- 17:00- integrating our existing resources more effectively together,
- 17:04- aligning, you know, again, that system, clinical, those
- 17:07- operational teams.
- 17:09- And the other thing I'll say really is
- 17:10- that,
- 17:11- we've had strong executive leadership endorsement of this
- 17:14- work from the get go, and that goes
- 17:16- a really long way. So I'm very thankful
- 17:18- that our leadership at Montefiore
- 17:20- values and underscores the importance of preventative health
- 17:23- for our communities and our patients.
- 17:26- And so that's really helped, I think, elevate
- 17:28- the work and and have us, you know,
- 17:30- open new lines of conversation,
- 17:32- that enable this work to scale and replicate.
- 17:39- I will highlight the upfront
- 17:41- buy in I'll highlight the partnership, and I
- 17:43- think there's a big mindset
- 17:45- as well. It wasn't about one piece of
- 17:48- technology or another piece of technology.
- 17:50- It was just, doctor Agarwal said, here's the
- 17:53- problem we want to solve, and so what
- 17:55- is the art of the possible?
- 17:57- I think that coupled with a lot of
- 17:58- cross functional sessions upfront,
- 18:01- some capabilities that we have to best utilize
- 18:04- that,
- 18:05- and then the feedback
- 18:07- from patients from from other individuals
- 18:09- who are involved in this process was really,
- 18:11- really pivotal.
- 18:12- I think one thing that also really helped
- 18:14- our success was that from the very beginning
- 18:17- and then throughout, we had operational clinical
- 18:20- leaders in the team
- 18:22- so they could see what was happening, comment
- 18:24- on this
- 18:25- piece of tech doesn't work, or that piece
- 18:27- of tech really does resonate.
- 18:29- And I think that helped us build the
- 18:30- right thing first time around. It also really
- 18:33- helped us prepare for the hard part, which
- 18:35- was change management.
- 18:37- So if we're going to have people looking
- 18:39- internally at
- 18:41- a tool or something that helps to figure
- 18:43- out who are the right people to contact,
- 18:45- knowing what that's going to feel like for
- 18:47- them upfront really helps us get ahead of
- 18:50- of the change management to make this feel
- 18:52- really, really natural. And then I think from
- 18:55- the technology perspective as I highlighted,
- 18:58- we did
- 18:59- design this upfront in a way that we
- 19:01- knew would be really reusable so that we
- 19:03- could add on to that foundation and make
- 19:05- sure this is applicable across many different types
- 19:08- of screenings and,
- 19:10- different populations.
- 19:11- So I think that there's a lot that
- 19:13- other organizations can do. It wasn't really about
- 19:16- necessarily what
- 19:17- specific thing that we built, but I think
- 19:19- really how we organized and our approach to
- 19:21- making sure that we had success
- 19:24- layered in from start to finish.
- 19:27- Yeah. And I'll I'll add to that even
- 19:29- more too. I mean, what we created, right,
- 19:31- was this kind of population health care at
- 19:33- the point of care. So that was the
- 19:34- vision. Right? How do we create a place
- 19:36- where we can empanel every person who may
- 19:39- be due for their cancer screening
- 19:41- and follow them from their eligibility point all
- 19:44- the way through
- 19:45- to the time that they, are screened and
- 19:48- pass that if they need it. Right?
- 19:50- And so
- 19:51- building that kind of product within, we call
- 19:54- it the action list. I said, you know,
- 19:56- we're done with our dashboards. We don't just
- 19:58- wanna visualize the data. We wanna act on
- 20:00- it. Right? And so how can we combine
- 20:02- this data into a way where we can
- 20:04- act at the point of care? Right? So
- 20:07- we know which patients in our 57,000
- 20:10- women or,
- 20:11- eligible women
- 20:13- who are overdue, who are up to date,
- 20:15- who may be due in a month. Right?
- 20:17- We know if they have orders. If they
- 20:19- don't have an order, we can bulk order
- 20:20- for those women and,
- 20:23- ensure that the PCP is getting those results
- 20:25- as they need. We can then understand have
- 20:28- they scheduled. If not, we can send out
- 20:30- self scheduling links. Right? We can have our
- 20:31- navigators call. And so it's a really lovely
- 20:34- creation of how our partners can coordinate in
- 20:37- one center source of truth and make sure
- 20:39- that we're looking out for our entire population.
- 20:42- So that's really exciting to me.
- 20:48- That's amazing to hear. I mean, it really,
- 20:50- really is such a great example of meeting
- 20:51- the patients where they're at and identifying what's
- 20:53- gonna be most important.
- 20:55- George, doctor Agarwal, thank you so much for
- 20:57- joining us on the podcast today. This has
- 20:59- been such a fun conversation. I've learned a
- 21:01- ton, and I look forward to connecting with
- 21:02- you again soon.
- 21:04- Thank you.
- 21:06- Thank you.