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ImagineCareEmpowering Patients withBehavioral Science and Technology
Jamie Thomson Experience Design Director
Olga Elizarova Senior Behavior Change Analyst
1. What is Behavior Change Design?
2. Behavior Change Design within ImagineCare
3. Results & Takeaways
TONIGHT’S TALK
Mad*Pow is a design agency that strives to help people improve their health and wellness, meet their financial goals, learn, and connect.
A set of processes and activities that are applied to design an interventionthat aims to change a defined and modifiable behavior.
WHAT IS BEHAVIOR CHANGE DESIGN?
Designing Systems of InterventionsMad*Pow Behavior Change Design Process
What are we trying to achieve?
How to achieve it?
WHAT IS BEHAVIOR CHANGE DESIGN?
System Outcomes & Target Population
Behavioral Outcomes for Individuals
Performance Objectives for Individuals
Behavioral Determinants
Design of Product, Messages, Materials, Activities
Implementation & Adoption
Intervention Functions & Behavior Change Techniques
Imagine a hospital that doesn’t want people to visit.
Not because we don’t care…
…but because we do.
CONTEXT
What are we trying to achieve?“The Triple Aim” of Improving the US Health Care System
Better care
Patient satisfaction
Clinician satisfaction and minimal burden
Better value
Reduced need for high-cost care (ER, Inpatient) through management and prevention
Correct level of care delivered when care is needed (ER vs Urgent Care vs PCP)
Reduced need for medications
Better health
Reduced mortality
Chronic conditions under control, or where possible, in remission
Improved quality of life for patients
STEP 1: SYSTEM OUTCOMES & TARGET POPULATION
Impact of condition – frequency in population, cost per capita
Available evidence about interventions & outcomes
Feasibility of interventions – technology, cost, logistics, burden
Overlap in conditions and behavioral objectives
STEP 1: SYSTEM OUTCOMES & TARGET POPULATION
Who can help us achieve those outcomes?ImagineCare chose to focus on people with health conditions that offered the greatest potential impact on the system outcomes, based on:
Hypertension
CHF
COPD
Diabetes
Depression
Medication adherence
Self monitoring
Dietary changes
Physical activity
Stress & psych health
STEP 1: SYSTEM OUTCOMES & TARGET POPULATION
Target population & behavior categoriesImagineCare’s pilot conditions and related modifiable behaviors
Hypertension
CHF
COPD
Diabetes
Depression
Medication adherence
Self monitoring
Dietary changes
Physical activity
Stress & psych health
STEP 1: SYSTEM OUTCOMES & TARGET POPULATION
For sake of example…We’ll use hypertension self monitoring to show how the behavior change design process plays out
STEP 2: BEHAVIORAL OUTCOMES FOR INDIVIDUALS
What behaviors have an impact on system outcomes?
What’s the behavior?
How often should it occur?
Are there any exception cases or special circumstances?
Why does the behavior impact outcomes?
RESEARCH QUESTIONS
• Help doctor and patient determine whether treatments are working
• Identify hypertensive crisis in the moment so patient can seek emergency care
• Increase patient awareness and engagement with care – halo effect can improve other behaviors
WHY?
Patients with uncontrolled blood pressure should measure their blood pressure once per day against a goal recommended by their physician, and take appropriate action based on readings.
BEHAVIORAL OUTCOME
STEP 3: PERFORMANCE OBJECTIVES FOR INDIVIDUALS
What tasks are performed as part of the behavior?
What do they need to do differently to achieve desired change?
How should the behavior typically play out, start to finish?
Any required resources?
Does anyone else need to be involved?
Where should it occur?
What barriers may exist? How can barriers be addressed?
RESEARCH QUESTIONS PERFORMANCE OBJECTIVES FOR MONITOR BP DAILY
• Recognize importance of monitoring BP
• Set goal for behavior and outcome
• Obtain BP cuff & learn to use
• Measure BP daily
• Compare reading to goal & take appropriate action
• If not measuring daily – identify barriers, problem-solve, adjust as needed
STEP 4: BEHAVIORAL DETERMINANTS
What factors increase likelihood of success?
CAPABILITY
Physical
Psychological
OPPORTUNITY
Physical
Social
MOTIVATION
Reflective
Automatic
The COM-B Model (Michie, et al) provides a framework for identifying behavioral determinants
BEHAVIOR
Michie S,vanStralen MM,WestR.(2011).Thebehaviour changewheel:Anewmethodforcharacterising anddesigningbehaviour changeinterventions,ImplementationScience,2011;6(42).doi: 10.1186/1748-5908-6-42
CAPABILITY
Physical
Skills to take a BP reading
Psychological
Knowledge about what needs to be measured, how and when
Knowledge of goal
Knowledge of what action is appropriate based on reading
STEP 4: BEHAVIORAL DETERMINANTS
What factors increase likelihood of success?
OPPORTUNITY
Physical
Social
MOTIVATION
Reflective
Automatic
BEHAVIORMeasure BP Daily & Take appropriate action
OPPORTUNITY
Physical
Having a BP cuff
Having time to measure BP
Having resources or tools that will allow action to be taken
Social
Relationship with a clinician
Being able to openly use BP cuff in social environment
CAPABILITY
Physical
Skills to take a BP reading
Psychological
Knowledge about what needs to be measured, how and when
Knowledge of goal
Knowledge of what action is appropriate based on reading
STEP 4: BEHAVIORAL DETERMINANTS
What factors increase likelihood of success?
MOTIVATION
Reflective
Automatic
BEHAVIORMeasure BP Daily & Take appropriate action
STEP 4: BEHAVIORAL DETERMINANTS
What factors increase likelihood of success?
CAPABILITY
Physical
Skills to take a BP reading
Psychological
Knowledge about what needs to be measured, how and when
Knowledge of goal
Knowledge of what action is appropriate based on reading
BEHAVIORMeasure BP Daily & Take appropriate action
OPPORTUNITY
Physical
Having a BP cuff
Having time to measure BP
Having resources or tools that will allow action to be taken
Social
Relationship with a clinician
Being able to openly use BP cuff in social environment
MOTIVATION
Reflective
Having a goal
Having motivation to take action
Social support & accountability
Automatic
Emotional reaction to condition and behavior
STEP 5: INTERVENTION FUNCTIONS & BEHAVIOR CHANGE TECHNIQUES
Education
Persuasion
Incentivization
Coercion
Training
Restriction
Environmental Restructuring
Modeling
Enablement
PRIMARY INTERVENTION FUNCTIONS
What are the primary functions of the intervention?
STEP 5: INTERVENTION FUNCTIONS & BEHAVIOR CHANGE TECHNIQUES
PERFORMANCE OBJECTIVES
Recognize importance of monitoring BP
Set goal for behavior and outcome
Obtain BP cuff & learn to use
Measure BP daily
Compare reading to goal & take appropriate action
If not measuring daily – identify barriers, problem-solve, adjust as needed
BEHAVIORAL DETERMINANTS
Skil ls to take a BP reading
Knowledge about what needs to be measured, how and when
Knowledge of goal
Knowledge of what action is appropriate based on reading
Having a BP cuff
Having resources or tools that wil l al low action to be taken
Having a goal
Having motivation to take action
Having time to measure BP
Social support & accountabil ity
Emotional reaction to condition and behavior
Education
Persuasion
Incentivization
Coercion
Training
Restriction
Environmental Restructuring
Modeling
Enablement
PRIMARY INTERVENTION FUNCTIONS
What are the primary functions of the intervention?
STEP 5: INTERVENTION FUNCTIONS & BEHAVIOR CHANGE TECHNIQUES
PERFORMANCE OBJECTIVES
Recognize importance of monitoring BP
Set goal for behavior and outcome
Obtain BP cuff & learn to use
Measure BP daily
Compare reading to goal & take appropriate action
If not measuring daily – identify barriers, problem-solve, adjust as needed
BEHAVIORAL DETERMINANTS
Skil ls to take a BP reading
Knowledge about what needs to be measured, how and when
Knowledge of goal
Knowledge of what action is appropriate based on reading
Having a BP cuff
Having resources or tools that wil l al low action to be taken
Having a goal
Having motivation to take action
Having time to measure BP
Social support & accountabil ity
Emotional reaction to condition and behavior
Education
Persuasion
Incentivization
Coercion
Training
Restriction
Environmental Restructuring
Modeling
Enablement
PRIMARY INTERVENTION FUNCTIONS
What are the primary functions of the intervention?
STEP 5: INTERVENTION FUNCTIONS & BEHAVIOR CHANGE TECHNIQUES
Which techniques are best suited to perform these functions, to influence the behavioral determinants and performance objectives?
We choose techniques and strategies from a large toolkit of theories and frameworks
Self Determination Theory – a theory of motivation concerned with supporting our natural or intrinsic tendencies to behave in effective and healthy ways. Conditions supporting the individual’s experience of autonomy, competence and relatedness are argued to foster the most volitional and high quality forms of motivation and engagement.
Social Cognitive Theory – describes a dynamic, ongoing process in which personal factors, environmental factors, and human behavior exert influence upon each other. According to SCT, self-efficacy, goals, and outcome expectancies are the three main factors that affect the likelihood that a person will change a health behavior.
Behavioral Economics & Game Mechanics – human decisions are strongly influenced by context, including the way in which choices are presented to us.
STEP 5: INTERVENTION FUNCTIONS & BEHAVIOR CHANGE TECHNIQUES
Michie S,RichardsonM,JohnstonM,AbrahamC,FrancisJ,HardemanW,EcclesMP,CaneJ,WoodCE.(2013).TheBehaviorChangeTechniqueTaxonomy(v1)of93hierarchicallyclusteredtechniques:buildinganinternationalconsensusforthereportingofbehaviorchangeinterventions,AnnalsofBehavioralMedicine,2013;46(1):81-95.doi:10.1007/s12160-013-9486-6
Identity13.1. Identificationofselfasrolemodel13.2. Framing/reframing13.3. Incompatiblebeliefs13.4. Valuedself-identify13.5. Identityassociatedwithchangedbehavior
Schedulesconsequences14.1.Behaviorcost14.2.Punishment14.3.Removereward14.4.Rewardapproximation14.5.Rewardingcompletion14.6.Situation-specificreward14.7.Rewardincompatiblebehavior14.8.Rewardalternativebehavior14.9.Reducerewardfrequency14.10.Removepunishment
Covertlearning16.1.Imaginarypunishment16.2.Imaginaryreward16.3.Vicariousconsequences
Self-belief15.1. Verbalpersuasionaboutcapability15.2. Mentalrehearsalofsuccessfulperformance15.3. Focusonpastsuccess15.4. Self-talk
GoalsandPlanning1.1. Goalsetting(behavior)1.2. Problemsolving1.3. Goalsetting(outcome)1.4. Actionplanning1.5. Reviewbehaviorgoal(s)1.6. Discrepancybetweencurrentbehaviorandgoal1.7. Reviewoutcomegoal(s)1.8. Behavioralcontract1.9. Commitment
FeedbackandMonitoring2.1.Monitoringofbehaviorbyotherswithoutfeedback2.2.Feedbackonbehavior2.3.Self-monitoringofbehavior2.4.Self-monitoringofoutcome(s)ofbehaviour2.5.Monitoringofoutcome(s)ofbehaviorbyotherswithoutfeedback2.6.Biofeedback2.7.Feedbackonoutcome(s)ofbehavior
SocialSupport3.1.Socialsupport(unspecified)3.2.Socialsupport(practical)3.3.Socialsupport(emotional)
NaturalConsequences5.1.Informationabouthealthconsequences5.2.Salienceofconsequences5.3.Informationaboutsocialandenvironmentalconsequences5.4.Monitoringofemotionalconsequences5.5.Anticipatedregret5.6.Informationaboutemotionalconsequences
Comparisonofbehavior6.1.Demonstrationofthebehavior6.2.Socialcomparison6.3.Informationaboutothers’approval
Associations7.1.Prompts/cues7.2.Cuesignalingreward7.3.Reduceprompts/cues7.4.Removeaccesstothereward7.5.Removeaversivestimulus7.6.Satiation7.7.Exposure7.8.Associativelearning
Repetitionandsubstitution8.1.Behavioralpractice/rehearsal8.2.Behaviorsubstitution8.3.Habitformation8.4.Habitreversal8.5.Overcorrection8.6.Generalisationoftargetbehavior8.7.Gradedtasks
Comparisonofoutcomes9.1.Crediblesource9.2.Prosandcons9.3.Comparativeimaginingoffutureoutcomes
Rewardandthreat10.1.Materialincentive(behavior)10.2.Materialreward(behavior)10.3.Non-specificreward10.4.Socialreward10.5.Socialincentive10.6.Non-specificincentive10.7.Self-incentive10.8.Incentive(outcome)10.9.Self-reward10.10.Reward(outcome)10.11.Futurepunishment
Regulation11.1.Pharmacologicalsupport11.2.Reducenegativeemotions11.3.Conservingmentalresources11.4.Paradoxicalinstructions
Antecedents12.1. Restructuringthephysicalenvironment12.2. Restructuringthesocialenvironment12.3. Avoidance/reducingexposuretocuesforthebehavior12.4. Distraction12.5. Addingobjectstotheenvironment12.6. Bodychanges
ShapingKnowledge4.1.Instructiononhowtoperformthebehavior4.2.Informationaboutantecedents4.3.Re-attribution4.4.Behavioralexperiments
STEP 5: INTERVENTION FUNCTIONS & BEHAVIOR CHANGE TECHNIQUES
GoalsandPlanning1.1. Goalsetting(behavior)1.2. Problemsolving1.3. Goalsetting(outcome)1.4. Actionplanning1.5. Reviewbehaviorgoal(s)1.6. Discrepancybetweencurrentbehaviorandgoal1.7. Reviewoutcomegoal(s)1.8. Behavioralcontract1.9. Commitment
FeedbackandMonitoring2.1.Monitoringofbehaviorbyotherswithoutfeedback2.2.Feedbackonbehavior2.3.Self-monitoringofbehavior2.4.Self-monitoringofoutcome(s)ofbehaviour2.5.Monitoringofoutcome(s)ofbehaviorbyotherswithoutfeedback2.6.Biofeedback2.7.Feedbackonoutcome(s)ofbehavior
SocialSupport3.1.Socialsupport(unspecified)3.2.Socialsupport(practical)3.3.Socialsupport(emotional)
NaturalConsequences5.1.Informationabouthealthconsequences5.2.Salienceofconsequences5.3.Informationaboutsocialandenvironmentalconsequences5.4.Monitoringofemotionalconsequences5.5.Anticipatedregret5.6.Informationaboutemotionalconsequences
Comparisonofbehavior6.1.Demonstrationofthebehavior6.2.Socialcomparison6.3.Informationaboutothers’approval
Associations7.1.Prompts/cues7.2.Cuesignalingreward7.3.Reduceprompts/cues7.4.Removeaccesstothereward7.5.Removeaversivestimulus7.6.Satiation7.7.Exposure7.8.Associativelearning
Repetitionandsubstitution8.1.Behavioralpractice/rehearsal8.2.Behaviorsubstitution8.3.Habitformation8.4.Habitreversal8.5.Overcorrection8.6.Generalisationoftargetbehavior8.7.Gradedtasks
Comparisonofoutcomes9.1.Crediblesource9.2.Prosandcons9.3.Comparativeimaginingoffutureoutcomes
Rewardandthreat10.1.Materialincentive(behavior)10.2.Materialreward(behavior)10.3.Non-specificreward10.4.Socialreward10.5.Socialincentive10.6.Non-specificincentive10.7.Self-incentive10.8.Incentive(outcome)10.9.Self-reward10.10.Reward(outcome)10.11.Futurepunishment
Regulation11.1.Pharmacologicalsupport11.2.Reducenegativeemotions11.3.Conservingmentalresources11.4.Paradoxicalinstructions
Antecedents12.1. Restructuringthephysicalenvironment12.2. Restructuringthesocialenvironment12.3. Avoidance/reducingexposuretocuesforthebehavior12.4. Distraction12.5. Addingobjectstotheenvironment12.6. Bodychanges
Identity13.1. Identificationofselfasrolemodel13.2. Framing/reframing13.3. Incompatiblebeliefs13.4. Valuedself-identify13.5. Identityassociatedwithchangedbehavior
Schedulesconsequences14.1.Behaviorcost14.2.Punishment14.3.Removereward14.4.Rewardapproximation14.5.Rewardingcompletion14.6.Situation-specificreward14.7.Rewardincompatiblebehavior14.8.Rewardalternativebehavior14.9.Reducerewardfrequency14.10.Removepunishment
Covertlearning16.1.Imaginarypunishment16.2.Imaginaryreward16.3.Vicariousconsequences
Self-belief15.1. Verbalpersuasionaboutcapability15.2. Mentalrehearsalofsuccessfulperformance15.3. Focusonpastsuccess15.4. Self-talk
ShapingKnowledge4.1.Instructiononhowtoperformthebehavior4.2.Informationaboutantecedents4.3.Re-attribution4.4.Behavioralexperiments
Michie S,RichardsonM,JohnstonM,AbrahamC,FrancisJ,HardemanW,EcclesMP,CaneJ,WoodCE.(2013).TheBehaviorChangeTechniqueTaxonomy(v1)of93hierarchicallyclusteredtechniques:buildinganinternationalconsensusforthereportingofbehaviorchangeinterventions,AnnalsofBehavioralMedicine,2013;46(1):81-95.doi:10.1007/s12160-013-9486-6
STEP 5: BEHAVIOR CHANGE TECHNIQUES
Selecting techniques
Having a blood pressure cuff
BEHAVIORAL DETERMINANT:
• Adding objects to the environment
SELECTED BEHAVIOR CHANGE TECHNIQUES:
Environmental restructuring
INTERVENTION FUNCTION:
STEP 5: BEHAVIOR CHANGE TECHNIQUES
Selecting techniques
Skills to be able to measure blood pressure
BEHAVIORAL DETERMINANT:
• Instructions on how to perform behavior
• Verbal persuasion about capabilities
• Biofeedback
• Social support (practical)
SELECTED BEHAVIOR CHANGE TECHNIQUES:
Training
INTERVENTION FUNCTION:
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
Patient AppSensors
Patient
Clinician Dashboard
ImagineCare Clinicians
communicate viaIn-App TextsPhone CallsVideo Calls
data processed throughEvidence-based care pathways
Rules & preferences engineMachine learning & predictive analytics
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
Invitation to participatePersuasion, Incentivisation
Material Incentive
Large risk-bearing entities (ACOs, self-insured employers) invite at-risk populations to participate via email or offline outreach
Social Comparison
Credible Source
Duringafollow-upvisitatyourdoctor’soffice,astaffmembertalkswithyouaboutImagineCare,aprogramthatwillhelpyoumonitoryourbloodpressuredailyandencourageandsupportyouinthehealthchangesyouwanttomake.
Social Support (Practical)
Yourcollegehasintroducedanewprogramforwellnessandstressmanagement,calledImagineCare.
ENROLLMENT DESIGN
• From a trusted source
• Volitional
• Confidential
• Quick & simple as possible
• Mobile first
ACCESS MODEL – B2B2C
Information about health consequences
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
Welcome kitEnvironmental Restructuring, Incentivisation
Adding objects to the environment (provide a blood pressure cuff)
Material Reward
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
Guided setup processPersuasion, Education, Environmental Restructuring, Incentivization, Enablement
Prompts/cues; Instructions on how to perform behavior
Prompts/cues; Feedback on behavior;Discrepancy between current behavior and goal; Social support (practical)
Social reward
Taking the first reading
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
Environmental Restructuring, Training, Incentivization
Prompts/cues
Feedback on behavior; Social reward Feedback on behavior
Instructions on how to perform behavior
Biofeedback Instructions on how to perform behavior
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
Self monitoring via active and passive sensorsEducation, Incentivisation, Enabling
Goal for the outcome
Biofeedback
Self-monitoring outcomes
Action planning; Prompts/cues; Conserving mental resources
Self-monitoring behavior
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
Agreeing to a care planEnablement, Education, Incentivisation
Goal setting (behavior -measure BP daily)
Goal Setting (outcome -achieve prescribed range)
Action planning; Commitment; Behavioral contract;Social support (practical);Credible source;Restructuring the social environment
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
Communication, human support & triagingEducation, Enabling, Incentivization, Persuasion
Feedback on outcomes of behavior; Social reward
Feedback on outcomes of behavior; Problem solvingSocial support (emotional);Social support (practical)
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
Scenario:You’veachievedamilestoneinyourhealthandwellnessgoals.Whichmessagewouldyouratherreceive?
A B
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
A B
Youhaveachronicpulmonary(lung)diseaseandtheImagineCare teamcantellyou’vebeenusingrescuemedicationinhalersmoreoften
C
STEP 6: DESIGN OF PRODUCT, MESSAGES, MATERIALS, ACTIVITIES
C
BrandedPolo
B
WhiteCoat
D
Casual
A
Scrubs
2016 Pilot Results
N=2741, compared against matched control group
RESULTS
reduction in costof ER care
23%
Overall savings per patient per month
$255reduction in poorly controlled high blood pressure
50%satisfaction rating for ImagineCare Health Navigator & RN services
95%
the national employer health & wellness program engagement
4xreduction in hospital admissions
56%
*Engagementvs.TowersWatsonNationalSurveyofemployerhealthandwellnessprograms“Staying@Work Report2013/2014,UnitedStates”
“I remember struggling to get 10,000 steps each day, watching my heart rate increase with each round of 1,000 steps … my heart is grateful for everything you have given it.”
RESULTS
“He was patient, he went at her speed, he allowed her to practice…she is now able to do this on her own!”
–Caregiver for an 89-year-old ImagineCare customer
RESULTS
RESULTS
“I owe a debt to ImagineCare and am so appreciative of the experience and interactions I have had with your team. You have... quite literally... helped change my life. Thank you for everything!
Take a structured, theory-grounded approach. Start from the evidence, and iterate from there.
TAKEAWAY #2