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Introduction to Shared Decision
Making and Patient Decision Aids




                           Richard Wexler, MD
                          Chief Medical Officer
                                February, 2012
What is Shared Decision Making?




                            2
Shared Decision Making (SDM)

       “the process of interacting with patients who wish to be
       involved in arriving at an informed, values-based choice
       among two or more medically reasonable alternatives”¹
      Informed                                  Values-Based
      • There is a choice                       • What’s important to the patient
      • The options
      • The benefits and harms
        of the options
                                            Information
           The Clinician                                        The Patient

¹A.M. O'Connor et al, “Modifying
Unwarranted Variations In Health Care:
Shared Decision Making Using Patient
Decision Aids” Health Affairs, 7 October,                                 3
2004
A Word on Taxonomy

                                 Preference-Sensitive
Effective Care
• Strong evidence base           Care
  supports care                  • Evidence supports more
• Benefit-to-harm ratio high       than one approach
• All with need should receive   • Treatment/testing options
                                   involve significant trade
                                   offs
                                 • Personal
                                   values, preferences and life
                                   circumstances should drive
                                   decisions


                           SDM Sweet Spot              4
A Schematic of Shared Decision Making

            Options                       Patient Lens
                                           Goals and Concerns       Benefits
                      Benefits
                                                                    Risks
                      Risks
                  A


Decision
                   B Benefits                                       Benefits   Deliberate       Decision
to Make
                      Risks                                         Risks

                  C

                      Benefits                                      Benefits
                                               Unique Life
                      Risks                   Circumstances         Risks
   © Informed Medical Decisions Foundation. All Rights Reserved. 2012                       5
Six Steps to SDM

1. Invite patient to participate
2. Present options
3. Provide information on benefits and risks
4. Assist patient in evaluating options based on their goals and
   concerns
5. Facilitate deliberation and decision making
6. Assist with implementation
                        Benefits and     Patient     Deliberate and
 Invite     Options                                                       Implementation
                           Risks       Preferences       Decide




                                                                      6
Patient Decision Aids: Tools to Facilitate SDM




                                        7
Supported by
    Patient Decision Aids

             Options                      Patient Lens
                                           Goals and Concerns       Benefits
                      Benefits
                                                                    Risks
                      Risks
                  A


Decision
                   B Benefits                                       Benefits   Deliberate       Decision
to Make
                      Risks                                         Risks

                  C

                      Benefits                                      Benefits
                                               Unique Life
                      Risks                   Circumstances         Risks

   © Informed Medical Decisions Foundation. All Rights Reserved. 2012                       8
Patient Decision Aids

• Information about a specific condition

• Evidence organized around specific decisions

• Accessible—charts, graphs

• Balanced

                                           9
Patient Decision Aids

• Encourage patients to interpret evidence in
  context of their own goals and concerns

• Include patient stories

• Encourage patients to make decisions with
  physician

                                         10
Patient Decision Aids: Development Process

• Literature review
• Patient interviews and focus groups help
  identify:
 • issues most important to patients
 • common misconceptions
• Provider interviews and focus groups help
  identify:
 • decision points and treatment options
                                           11
Patient Decision Aids: Development Process

• An evidence summary is produced by
  Foundation research associates, working with
  medical editors
• Medical editors are generalists and free from
  industry conflicts
• Summary is reviewed by clinical advisors,
  who are specialists
• Editor has final control
                                         12
Patient Decision Aids: Development Process



From evidence
summary, a decision aid
is produced which
includes
text, graphics, and often
video.


                                        13
Patient Decision Aids: Evaluation Process

        What                     Who                       When
• Clinical accuracy      • Patients                • Draft scripts, interview
• Balance                • Medical editors           material, graphical
                                                     presentations
• Viewer acceptability   • Clinical advisors
                                                   • Rough cut
                         • Foundation and Health
                                                   • “Final” version
                           Dialog staff
                                                     incorporates feedback
                         • Clinical reviewers        from evaluation process
                                                   • Reviewed at 6 months
                                                     for clinical accuracy
                                                   • Evaluated every 2 years
                                                     for accuracy, balance
                                                     and relevance




                                                                      14
Why Bother with SDM?




                       15
Why Bother with SDM?

• No fateful decision in the face of avoidable
  ignorance

• Doctors aren’t very good at diagnosing
  patient preferences

• If doctors get it wrong, patients will still listen

• It’s a patient safety issue
                                              16
No Fateful Decision in the Face of Avoidable
                  Ignorance

The DECISIONS Study

Nationwide telephone survey
Conducted by University of Michigan
The Decisions Study. Medical Decision Making 2010; 30 supplement 1




                                                                     17
DECISIONS Study Findings

• Patients often not knowledgeable about the
  basic benefits and risks of their treatment
• Patients usually not asked for their
  preferences about treatment
• Providers discuss pros of treatments more
  than cons
• Providers advise “do it” 65-95% of the time

                                        18
Doctors Aren’t Very Good at Diagnosing
                  Patient Preferences
Karen Sepucha
• Identified key facts and goals for 14 decisions
• Surveyed providers and patients
          • How important was each item
          • Identify the 3 most important items




Sepucha KR, et al. Pt Education and
                                                  19
Counseling. 2008;73:504-10.
Top Three Goals and Concerns for Breast
                Cancer Decisions

       Condition: Goal         Pat   Prov            p
Keep your breast?              7%    71%         P<0.01


Live as long as possible?      59%   96%         P=0.01


Look natural without clothes   33%   80%         P=0.05


Avoid using prosthesis         33%    0%         P<0.01




                                            20
If Doctors Get It Wrong,
            Patients Will Still Listen



Sepucha KR, et al. Pt Education and
                                         21
Counseling. 2008;73:504-10.
Is Doing What the Doctor Thinks Best a Top
                  Priority?

          Decision       Pat     Prov        p

BCA surgery             86%      14%     P<0.01

Hip replacement         84%      40%     P<0.01

Knee replacement        78%      35%     P<0.01

Menopause               60%      21%     P=0.02

PSA                     59%      21%     P=0.03

Spinal Stenosis         46%       5%     P<0.01



                                        22
It’s a Patient Safety Issue




                          23
Patient Safety

                      How do we describe operating on a patient
                      who would say NO to surgery if
Wrong Site Surgery    alternatives, risks and benefits were well
                      understood?




                           Wrong Patient Surgery



                                                     24
Is SDM Effective?




                    25
Cochrane Review

Review of 86 randomized trials evaluating
patient decision aids
 • Increase patient knowledge
 • Increase patient involvement in decision
   making
 • Increase the proportion of patients with
   accurate risk perceptions (patients have more
   realistic expectations)
                                          26
Cochrane Review

• Increase the consistency between patient
  decisions and patient values
• Reduce decisional conflict related to feeling
  uninformed or unclear about personal values
• Reduce the proportion of patients who
  remain undecided
• Reduce the choice of major elective surgery in
  favor of more conservative options
                                         27
Thank you!




             28

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Intro to Shared Decision Making

  • 1. Introduction to Shared Decision Making and Patient Decision Aids Richard Wexler, MD Chief Medical Officer February, 2012
  • 2. What is Shared Decision Making? 2
  • 3. Shared Decision Making (SDM) “the process of interacting with patients who wish to be involved in arriving at an informed, values-based choice among two or more medically reasonable alternatives”¹ Informed Values-Based • There is a choice • What’s important to the patient • The options • The benefits and harms of the options Information The Clinician The Patient ¹A.M. O'Connor et al, “Modifying Unwarranted Variations In Health Care: Shared Decision Making Using Patient Decision Aids” Health Affairs, 7 October, 3 2004
  • 4. A Word on Taxonomy Preference-Sensitive Effective Care • Strong evidence base Care supports care • Evidence supports more • Benefit-to-harm ratio high than one approach • All with need should receive • Treatment/testing options involve significant trade offs • Personal values, preferences and life circumstances should drive decisions SDM Sweet Spot 4
  • 5. A Schematic of Shared Decision Making Options Patient Lens Goals and Concerns Benefits Benefits Risks Risks A Decision B Benefits Benefits Deliberate Decision to Make Risks Risks C Benefits Benefits Unique Life Risks Circumstances Risks © Informed Medical Decisions Foundation. All Rights Reserved. 2012 5
  • 6. Six Steps to SDM 1. Invite patient to participate 2. Present options 3. Provide information on benefits and risks 4. Assist patient in evaluating options based on their goals and concerns 5. Facilitate deliberation and decision making 6. Assist with implementation Benefits and Patient Deliberate and Invite Options Implementation Risks Preferences Decide 6
  • 7. Patient Decision Aids: Tools to Facilitate SDM 7
  • 8. Supported by Patient Decision Aids Options Patient Lens Goals and Concerns Benefits Benefits Risks Risks A Decision B Benefits Benefits Deliberate Decision to Make Risks Risks C Benefits Benefits Unique Life Risks Circumstances Risks © Informed Medical Decisions Foundation. All Rights Reserved. 2012 8
  • 9. Patient Decision Aids • Information about a specific condition • Evidence organized around specific decisions • Accessible—charts, graphs • Balanced 9
  • 10. Patient Decision Aids • Encourage patients to interpret evidence in context of their own goals and concerns • Include patient stories • Encourage patients to make decisions with physician 10
  • 11. Patient Decision Aids: Development Process • Literature review • Patient interviews and focus groups help identify: • issues most important to patients • common misconceptions • Provider interviews and focus groups help identify: • decision points and treatment options 11
  • 12. Patient Decision Aids: Development Process • An evidence summary is produced by Foundation research associates, working with medical editors • Medical editors are generalists and free from industry conflicts • Summary is reviewed by clinical advisors, who are specialists • Editor has final control 12
  • 13. Patient Decision Aids: Development Process From evidence summary, a decision aid is produced which includes text, graphics, and often video. 13
  • 14. Patient Decision Aids: Evaluation Process What Who When • Clinical accuracy • Patients • Draft scripts, interview • Balance • Medical editors material, graphical presentations • Viewer acceptability • Clinical advisors • Rough cut • Foundation and Health • “Final” version Dialog staff incorporates feedback • Clinical reviewers from evaluation process • Reviewed at 6 months for clinical accuracy • Evaluated every 2 years for accuracy, balance and relevance 14
  • 15. Why Bother with SDM? 15
  • 16. Why Bother with SDM? • No fateful decision in the face of avoidable ignorance • Doctors aren’t very good at diagnosing patient preferences • If doctors get it wrong, patients will still listen • It’s a patient safety issue 16
  • 17. No Fateful Decision in the Face of Avoidable Ignorance The DECISIONS Study Nationwide telephone survey Conducted by University of Michigan The Decisions Study. Medical Decision Making 2010; 30 supplement 1 17
  • 18. DECISIONS Study Findings • Patients often not knowledgeable about the basic benefits and risks of their treatment • Patients usually not asked for their preferences about treatment • Providers discuss pros of treatments more than cons • Providers advise “do it” 65-95% of the time 18
  • 19. Doctors Aren’t Very Good at Diagnosing Patient Preferences Karen Sepucha • Identified key facts and goals for 14 decisions • Surveyed providers and patients • How important was each item • Identify the 3 most important items Sepucha KR, et al. Pt Education and 19 Counseling. 2008;73:504-10.
  • 20. Top Three Goals and Concerns for Breast Cancer Decisions Condition: Goal Pat Prov p Keep your breast? 7% 71% P<0.01 Live as long as possible? 59% 96% P=0.01 Look natural without clothes 33% 80% P=0.05 Avoid using prosthesis 33% 0% P<0.01 20
  • 21. If Doctors Get It Wrong, Patients Will Still Listen Sepucha KR, et al. Pt Education and 21 Counseling. 2008;73:504-10.
  • 22. Is Doing What the Doctor Thinks Best a Top Priority? Decision Pat Prov p BCA surgery 86% 14% P<0.01 Hip replacement 84% 40% P<0.01 Knee replacement 78% 35% P<0.01 Menopause 60% 21% P=0.02 PSA 59% 21% P=0.03 Spinal Stenosis 46% 5% P<0.01 22
  • 23. It’s a Patient Safety Issue 23
  • 24. Patient Safety How do we describe operating on a patient who would say NO to surgery if Wrong Site Surgery alternatives, risks and benefits were well understood? Wrong Patient Surgery 24
  • 26. Cochrane Review Review of 86 randomized trials evaluating patient decision aids • Increase patient knowledge • Increase patient involvement in decision making • Increase the proportion of patients with accurate risk perceptions (patients have more realistic expectations) 26
  • 27. Cochrane Review • Increase the consistency between patient decisions and patient values • Reduce decisional conflict related to feeling uninformed or unclear about personal values • Reduce the proportion of patients who remain undecided • Reduce the choice of major elective surgery in favor of more conservative options 27