1. Session 2 Team Roles and Goals
Dan Reece, LCSW
Consultant, OHA Transformation Center

2. Session Two: Roles and Goals Learning Objectives
Understand how team roles are differentiated.
Understand, “Transdisciplinary,” and what it looks like.
Learn tools that clarify how team roles can work together.
Understand the quality compass for team goals.

3. What is a team?
Interdisciplinary
Multidisciplinary
Interdependent
We need a lexicon
Within this room there are multiple disciplines represented, does that mean we’re a team? A cooperative venture that requires them to work in parallel to contribute to care but don’t require them to interact or necessarily communicate.
There are smaller groups that are meeting around a common purpose or task and so at the very basic level requires them to communicate in a way that makes them interdisciplinary. However, a true functioning, high-performing team becomes interdependent or TRANSDISCIPLINARY.
Transdisciplinary: A strategy that crosses many disciplinary boundaries to create a holistic approach.

4. Themes from the Teams Voices from Oregon Integrated Care Clinics
Everyone knows everyone’s roles
Team members can leverage from each other.
Team members learn from each other, i.e. their individual practices become transdisciplinary.
Team based care can increases job satisfaction.
Integrated care is not a person, i.e. the BHC.
Knows other’s roles means the ability to describe it to other’s
Leverage examples: a warm handoff can transfer leverage the relationship, trust and confidence from one provider to another. Team members can reinforce or clarify information and messaging. Teams members can bring new information or perspectives , so the patients can be better understood.
Team satisfaction: Feeling supported, learn from one another, less stress, enjoy one another, higher quality of life.

5. Role Definition: More Than Initials.
Clinical licensure & scope of practice
State regulations
Job description
Training and experience
Program needs
Labor agreements

6. Team-Based Care Job Descriptions & Performance Evaluations
Do they accurately reflect the team role?
Are they flexible enough for transdisciplinary practice?
Do they explicitly address team responsibilities?
Are they discussed & understood by the team?
Are team accountabilities discussed during performance evaluations?

7. Team Workflow: Example 1
VTE: Venous Thromboembolism

8. SBIRT Workflow by Tasks

9. Depression Screening Team workflow
The value of flowcharts is as much the process of development as the product.

10. Depression Screening Team Work flow

11. Team Goals Quality Compass
Patient Experience
Clinical Quality
Team Satisfaction
Patient Experience
Clinical Quality. e.g. incentive metrics
Team satisfaction, e.g. TDM goals
Operational goals, e.g. budget and productivity, growth or capacity
Operational Performance Goals

12. Achieving Team Identify each individual’s role with the goal
Highlight the interdependencies
Regularly track progress (visually) & strategize
Celebrate success

13. Summary Should not assume role clarity.
Orient everyone to each team role
Everyone is able to describe each team role
Discuss interdependencies (roles & goals)
Encourage knowledge exchange
Did I mention celebrate?

14. Behavioral Health Integration Resources. PCPCI.org
POLICY AND ANALYTICS
Transformation Center

15. AHRQ Integration Academy Playbook: Tailor the Care Team