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COHORT REVIEW:
Simulation Exercise
The TB Cohort Review Process
Manchester, NH
June 16, 2010
Two Groups
Face-to-face
meeting
Remote
communication
Before lunch. . .
• Identify people to play key roles of
– Program Manager
– Medical Director
– Epidemiologist/Data Analyst
– Supervisor
– Case Managers
• Get organized and prepare for cohort review
this afternoon
• Meet at 12:00 to discuss progress
After lunch . . .
Review 10 TB cases in a group setting with
the following information presented on each
case by the case managers:
• Patient's demographic information
• Patient’s status: clinical, lab, radiology
• Drug regimen, adherence, completion
• Results of contact investigation
Individual outcomes will be assessed.
• Group outcomes will also be assessed. (You
will practice this later in the afternoon.)
Indicators track progress toward national,
state, and local program objectives.
• Everyone leaves the meeting knowing the
results.
• Discuss experience, compare models.
What it might look like
Projection of TB Registry
____________________________________________________________________
DATA
ANALYST
PROGRAM
MANAGER
MEDICAL
DIRECTOR
FILES
SUPERVISOR
PRESENTERS
Case managers, public health nurses, disease control
investigators, DOT workers, etc.
Cohort Review Process
PROGRAM MANAGER will call for each case to be
presented, ask questions to make sure treatment and
contact investigation went well, and decide disposition.
The Manager will also ask questions of clarification and
prompt for details of staff efforts to interview, trace if
lost, identify contacts, etc.
CASES are called in a pre-determined order that allows
DOT staff and clinic nurses to return to work ASAP.
FILES will be slowly transferred from one pile to the other
– as cases are called, presented, and discussed.
Cohort Review Process
EPI/DATA ANALYST: Will record new information, tally
results, note down issues needing follow-up, and
present a summary of outcomes at the end.
MEDICAL DIRECTOR will provide oversight and
technical assistance; he/she knows the cases from the
clinic in detail, having participated in medical
management. He/she can explain out-of-the-ordinary
clinical details.
SUPERVISOR of a given clinic/region knows the cases in
detail, having supported staff in case management and
participated in mock cohort reviews. He/she can
explain out-of-the-ordinary details.
Sample Agenda
1.
2.
Summary of characteristics of patients in this cohort
Cohort Review in the following order:

Cases managed by DOT staff

Cases managed at DOHMH clinics

Cases managed by field staff
3. Summary of Outcomes from this Quarter
4. Summary of treatment outcomes for cases “likely to
complete treatment” from 6 months ago
5. Summary of treatment outcomes for contacts of cases
treated 9 months ago
Two Groups
Face-to-face
meeting
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Nancy Hughes
Susan Nutini
Karen Pope
Cecile Martin
Michael Gosciminski
Carol Browning
Heidi Jenkins
Jill Fournier
Ted Hensley
Andrew Tibbs
Eileen Bosso
Pat Iyer
Nancy Thayer
Sally Cheney
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Remote
communication
Josh Moses
Ijeoma Agulefo
Amy Robbins
Adriene Whitaker
Susan Schoenfeld
Carolyn Harris
Bill Dumas
Kathy Hursen
Carmen Laorenza
Myrna Lepier
Min Yao
Maura McGarty
Sharon Sharnprapai