Episode Overview
In this episode of Value-Based Care Insights, host Daniel Marino continues the conversation on CMS’s mandatory TEAM Model (Transforming Episode Accountability Model) — a five-year episode-based pricing initiative impacting 741 hospitals across the country.
Joining the discussion is Dr. Christian Pean, a board-certified orthopedic trauma and reconstruction surgeon at Duke University School of Medicine, executive director of AI and Innovation for Duke Orthopedic Surgery, and co-founder/CEO of Revel Ai Health. Together, they unpack the clinical and operational impacts of TEAM, with a focus on five key surgical procedures. Dr. Penn highlights how emerging technologies, including conversational AI platforms, are enhancing episode management and streamlining outreach, triage, and documentation to help providers improve care coordination and succeed under TEAM.
LISTEN TO THE EPISODE:
Daniel Marino:
Welcome to Value-Based Care Insights. I am your host, Daniel Marino. In today's discussion, we're going to start or have another conversation around the TEAM model. For those of you that were listening at the last episode, my colleague and I, Lucy Zielinski, took a deep dive into what TEAM is, the impact to the hospitals, the 741 that are mandated. And we felt like coming out of that, there were still a number of questions really around providers, how they needed to manage the success related to the 5 surgical procedures and in particular, how they need to structure their data, their organizations, even the care with their patients in order to drive the right level of performance. And again, just by way of background TEAM stands for transforming episode accountability model. It's a mandated or mandatory 5-year episode, based pricing model that, you know, is coming through from CMS. There's 5 different episodes that are included in here, and these are the high volume, high cost procedures, and they're low extremity, joint replacement, surgical hip, femur, fracture, treatment, spinal fusion, CAGB, coronary artery bypass graft, and the major bowel procedures. And as I mentioned, there's 741 hospitals across the country that are included within TEAM. And, interestingly enough, as we're having conversations with different hospitals and even some of the conversations I'm having with our listeners, many hospital leaders, many providers don't even realize that they're involved or within TEAM, or they're one of the mandated hospitals.
Well, I'm really excited today to have a great guest, someone who I've had a number of conversations with Dr. Christian Pean, a Board-certified orthopedic trauma and Reconstruction Surgeon at Duke University School of Medicine. Dr. Pean also is executive director of AI and it Innovation for Duke orthopedic surgery and core faculty member of the Duke Margolis Institute of Health Policy. As well as his role within Duke, Dr. Pean is also the co-founder and CEO of Revel AI Health. And really excited about Revel AI, Dr. Pean and I have had a number of conversations related to the platform, and some of the work that he's been able to do, and some of the value that he's added to a lot of providers so excited to dive into that as well. Dr. Pean, welcome to the program.
Christian Pean:
Thank you. Thank you so much for having me. I'm really excited to be on the show, and I'm really glad that this model is being emphasized, especially as an orthopedic surgeon. I think that the awareness of this model is just lacking, and, as you know, there's so many orthopedic episodes that are included in this model. So yeah, just very happy to be on the show and speaking about this today.
Daniel Marino:
Yeah, I agree with you. You know, the mandated joint replacement and bundle program, like, you said has been around for a while, this is kind of the next evolution of that. And you know the interesting thing about this, and I mentioned this in my opening comments, many of the providers, many of the hospitals, don't even realize they're part of that. So from your perspective with your work that you're involved in at Duke, and obviously your role is an orthopedic surgeon, talk from your perspective of what TEAM is and how you see it impacting a lot of the work that you're doing at Duke as well as done with your patients.
Christian Pean:
Absolutely like you said, this is really a continuation of previous models that we've seen. The comprehensive joint replacement bundle, BPCI. But this is different because it's mandatory. So there's no option to not participate in this bundle. And I think another contrast to what we've seen in the past is we're used to 90 day bundles. We see that CMS has moved that window to 30 days. The nature of the care episodes that are included in this model. You mentioned them. CABG, lower extremity joint replacement, which is total hip replacement, total knee replacement, total ankle replacement, major bowel procedure, surgical hip and femur fracture, treatment and then spinal fusion. 3 of those are orthopedic. I really want to call attention to the hip and femur fracture bundle. We are not used to managing that a lot of the care that's focused on these patients is about upstream risk optimization, modifying risk factors, making sure that your patients are well indicated for surgery. Those hip and femur fracture patients, we don't have the luxury of any of that. That's going to be very different. There's a lot more in this model that I think is going to impact health systems that are selected. Something else right in this model consistent with the pro Pm Mandate, you have to collect patient reported outcome measures on your hip and knee replacement patients and your ability to collect 50% of those measures is going to factor into the risk adjustment.
Daniel Marino:
Yeah, you're absolutely right. And you know, one of the things that really caught my attention. As I've dove into the economic structure of this. And you touched on this previous bundles were basically, you know, few days before the episode. And then 30 days after. For the TEAM model, you need to manage that patient 30 days prior to the episode and 90 days post episode, right? And the cost structure is predicated on how you're managing patients recovery. Recovery in the home. We're going to be evaluated by the readmission activity that's occurring. As you mentioned, a lot of the quality patient reported outcomes, as well as in patient safety factors. So it's going to be critical that providers do the work with the patient upfront on really capturing all of those elements that are going to drive or identify the risk factors, but really drive the recovery and have that recovery plan post episode. Without that I think providers are really going to be challenged with the success of this program.
Christian Pean:
Absolutely, absolutely. And I think that traditionally in value-based care. We kind of think that we need a few things to happen for systems to participate. You need alignment and incentives. You need access to the data, and you need care transformation. The data is going to be made available. The alignment is not an option anymore. So it's really about operationalizing that care, transformation and the challenges that I see here, like you said, this is care that needs to be coordinated upstream. We do not do a very good job of systematically risk stratifying these patients. The levers that you can pull to contain costs in these orthopedic patients side of service shift. So if you want to have less patients in the inpatient setting and just opt out of the bundle in that way you can move them to the outpatient setting. But that means being very proactive about the care coordination way upstream, and maybe shifting people that otherwise would have had surgery in the hospital to an ambulatory surgery center that takes a lot of care coordination.
Daniel Marino:
Yeah, you're absolutely right. And it's being able to identify those patients who are would be good candidates for that in the surgery center. Because, you know, if you've got a patient who, let's say, you know, has a high BMI, or maybe doesn't have the right home setting to do rehabilitation in the home, or you're not able to coordinate with a rehab facility post episode that's going to factor into all of this. So it's really a very comprehensive approach that providers need to start to take, to risk, stratify that patient. But to really understand what's the best care plan post episode for that patient, so you could really manage that recovery as efficient as possible.
Christian Pean:
Absolutely a hundred percent. And I think that one thing that we haven't really thought about as we're operationalizing these bundles. This is going to be the 1st time that these hospitals need to put infrastructure in place to follow these patients in this manner. Another sort of nugget that's hidden in this mandate is, we have to be getting primary care follow up for these patients within that 30 days after surgery. That's another tremendous amount of care coordination you need to do. So you talked about identifying the risks upstream. I think that actually, social drivers of health and social support are really important to screen. For in this model, in order to identify patients that need care, navigation support, you've got to figure out not just how to avoid the post-acute care utilization in the emergency room and readmissions. You've also got to get that patient back to the primary care physician. That's not something we're used to, but it is completely consistent with CMS’s approach to value-based care, bringing the accountable care organizations and specialists more closely together. This is going to be really hard work.
Daniel Marino:
Yeah, well, and like you said historically, particularly orthopedic specialists. But I think you know a number of specialists, when a pay in the fee for service world, when the patient is referred the physician or the surgeon does their work. They finished, you know, the surgery, and then they're done transition. So you know, I guess from an orthopedic surgeon perspective that's a paradigm shift.
Christian Pean:
100 Percent.
Daniel Marino:
So how do we get our surgeons, our physicians, our providers, thinking about that differently in such a way that they do need to collaborate, and they do need to integrate with primary care better.
Christian Pean:
100%, I mean, surgeons are not used to having to deliver this sort of longitudinal care, and it is completely a frame of mind shift. We're going to need surgeons to champion the resources and the infrastructure that are going to help them succeed. We are being asked to do more with less every day. We're seeing surgeons trying to do more cases in order to combat shrinking reimbursements, and then to try to ask us on top of all of this to collect this information is going to be really challenging, which is why I think surgeons need to be the ones leading the charge asking for care coordination resources, and yes, technology enablement. I don't think that you can perform well in these models without knowing your own data very well. Your performance as you stand the benchmarks and putting technology in place to automate some of this process. Because I think in a lot of these models, we're going to be wanting to throw people at the problem. But we're in an environment where the turnover of staff, the margins that hospitals have are not going to be able to accommodate the kind of coordination that will help them to succeed in this model. And then you're gonna get hit twice. You're gonna get hit with labor costs. You're gonna get hit with financial penalties for Medicare in October of each year of this bundle, which, by the way, there are 3 tracks in this bundle you start on the optional Downside risk or upside in year 2- 5 of this bundle you are mandated to do downsided risk. Unless you have a special provision in place as a safety net hospital. But that's that is, that is a really precarious place to be in without operational logistics in place.
Daniel Marino:
Oh, you're absolutely right. I mean, there's no doubt about it. CMS wants to hold providers accountable right? They want to have a risk component. That's all part of this. If you're just tuning in, I'm Daniel Marino, and you're listening to value-based care insights. I'm here today talking with Dr. Christian Pean, and we're taking a deep dive into the TEAM model, talking about it from a orthopedic or from a provider standpoint, and really talking about all those elements of success. Dr. Pean, I want to talk about the care management activities you just mentioned that the data becomes really important. And this is really hard for many organizations to start to think about what data they should look for as they start to not just risk stratify the patient, but to do something with that risk, stratification with that risk score, and then how to build that into one care management but 2. The recovery plan. So talk a little bit about the data, and then I'd like to dive into a little bit of Revel AI, because you've got a solution right now that's helping to kind of aggregate that. But talk a little bit about the data. What are you seeing on the front end, that becomes really important that providers should really be focusing on.
Christian Pean:
So the benefit of this model is, it's being distributed by the Government, and they are sharing the benchmarks. Regional benchmarks that hospitals are being held accountable for. By the way, those benchmarks are showing that the average hospital in this bundle is slated to lose between $700-$1200 per care episode. The average hospital in these bundles is doing over 300 cases. So that's a lot of money on the table to lose the data you need. You need provider performance information. You need risk stratification information. You need to be able to follow that information prospectively so that you can make adjustments in the care that you're delivering to these patients. And unfortunately, a lot of systems don't have workable dashboards in place or tools that can help them in real time, operationalize this data, and act on it right?
Daniel Marino:
Yeah, you're absolutely right, but you know. But I think it becomes really then then tough. Because if you're thinking about all of the elements that go into risk stratification. There's the internal data factors that are important, right? Those are sort of the clinical outcomes where you should be measuring, let's say, you know, if a patient is a diabetic what the Aa level is, you should be measuring other aspects of their chronic diseases or comorbidities, that kind of figure into that. But then you have the external data. You have the you, you have those social, determinant factor, those factors that are important for that that will drive, say, care, or rehab in the home that sort of thing, and it does become overwhelming for providers to think about how to aggregate all that data and then how to make sense of it. Right? So you incorporate it into a care plan. How should care manager start to think about that? One of the things that we talk a lot about is in the pre surgical evaluation, the things that need to occur with the patient prior to surgery. That's where you capture that.
Christian Pean:
Yes.
Daniel Marino:
Talk a little bit about your experience on how that that information should really fit into that pre-surgical evaluation.
Christian Pean:
Yeah. And we have experience with this, both with my academic hat on and my Revel AI hat on, you have to embed care management into the workflows. There's a lot of opportunity. At the time of surgical indication. If you have a standard risk assessment, you need to be collecting that right then and there. You need a failsafe. The preoperative assessment that call even that happens the night before. Surgery is an opportunity to capture more information from that patient, and then you need to be able to have patients on different pathways of care management. And, by the way, I mean CMS has definitely been leaving breadcrumbs on the trail here, trying to encourage. I mean, we've got transitional care management, principal care management, chronic care management programs. All of these have been designed to incentivize us to take care of these patients longitudinally.
Daniel Marino:
You're absolutely right. I kind of think about it as a balance between the fee for service activities, because you can bill for CC.
Christian Pean:
Yep.
Daniel Marino:
As well as then positioning you for success within value-based care. And this is the perfect example on how, if organizations would have kind of put those components in place prior to this, they could be positioned really well, going forward. Now, you know, with the new episode, talk a little bit about Revel AI.
Christian Pean:
Absolutely. Yeah.
Daniel Marino:
There's a lot of technology solutions which are starting to emerge to help make sense of a lot of the data. Artificial intelligence is sort of the new buzzword, right? I went to HIMSS all over the place. I think you know you know of the of the 5,000 vendors that were there. 4999 of them had AI in their title. Talk a little bit about Revel AI, though what do you see as the technology solution, how it could support some of what we've been talking about, particularly around the care management.
Christian Pean:
100%.
Yeah. And I'm an AI enthusiast. I really believe I think this is kind of like the call to action. If you don't know about generative artificial intelligence, and you're not using it in your day to day productivity in your day-to-day care activities. It's time to catch up. This is everywhere. It's going to transform the way that care gets delivered. At Revel AI. What we've done is we've really tried to combine clinical subject matter expertise the policy mandates and really well vetted, responsible, artificial intelligence models to coordinate and automate a lot of this care. We like to use an acronym. In value-based care you're stepping into the arena. Right? So this is, you know, you're going to battle sometimes it feels like in these models. So we use that to our advantage. You need to assess, risk, stratify, engage, navigate, automate. Our platform is doing all of those things. We're collecting those assessments preoperatively that can help clinicians risk stratify their patients. All right. That's that assessment and risk stratification piece. We're engaging with the patient. So we've got text and voice based engagement that reaches out to the patient to further coordinate care, and all of that is done by a voice and text based conversational AI agent that's been trained on the clinicians protocols. It can make a huge impact just on de-burdening the staff effort that you have to put into this right? And then we're navigating patients to those resources. We have a really great partnership with find help. So when patients have social drivers of health, we're helping surface those social risk factors to the clinician as well as resources they might be eligible for. And we're navigating patients also into those buckets. We're trying to help care management here. We want care navigators to not be on the phone all day, by the way, between 8 Am. And 5 Pm. When patients might not be answering, but instead have a personal AI copilot that's helping do proactive, outbound, outreach, collecting that information and summarizing it smartly so that they can act on it, and then helping with some of that collaborative navigation for those patients, so that you can really succeed in these models.
Daniel Marino:
So we've done quite a bit of work with different provider organizations, helping them to optimize their care management. And I'll tell you in a lot of the work that we see when we 1st go into an organization the care management activity, the performance of care, management, activity is is upside down. Care managers end up spending 60, 70%, sometimes of their time aggregating the data, and only about 30 to 40% of the time actually working with working with their patients, actually doing the care management that has to be flipped. If we're going to be successful.
Christian Pean:
Yep.
Daniel Marino:
So how is Revel AI changing that paradigm?
Christian Pean:
I love that. You know you are, you're absolutely right. In care management you really want to be able to focus your attention on the patients that need your direct care the most. We're helping to automate a lot of those touch points and that outbound outreach. So the care managers aren't spending all day on the phones playing phone tag, trying to, you know. Play whack-a-mole here. We outfit them with an AI dashboard and their own personal voice agent. It's going to be able to accept inbound calls from patients. Categorize those calls, risk, stratify those calls as they're coming in. And then, by the way, we're also flagging those patients so that if they are in a special bundle or program, you've got that immediately visualized for you. And I think that's going to make a huge difference.
Daniel Marino:
Huge difference. It's going to totally streamline, streamline, the workflow, I think, all the way all the way along. So when you started to work with the providers, particularly within the musculoskeletal areas. What's been some of the outcomes? How have you seen Revel AI make a difference?
Christian Pean:
We're saying we're seeing tremendous success.
Daniel Marino:
Have you?
Christian Pean:
Yeah. Yeah. And I think that this is really speaking to the way that we've approached and partnered with the entities that we're working with. We're seeing an upwards of 80% collection of patient reported outcome measures.
Daniel Marino:
Oh, that's wonderful.
Christian Pean:
Yeah we're seeing on average, 91% of patients actually get risk stratified when they sign up for our care pathways. And we're seeing that our AI agent is handling on average 9 h of calls per provider, and that, I think, is just something that you can really quantify as a return on investment. This is really something that I think is going to change the way the care gets delivered, but also deliver on the promise of generating a return on investment for using this technology.
Daniel Marino:
Yeah, absolutely. You know, we've started to work with the different hospitals that are under the under the mandated program. And we have a, we have a readiness assessment. We have a checklist right? And if we've gone through that, the feedback that we've seen so far is the number one standout is the aggregation of the data. How do you actually, in your pre-surgical process? Right? How do you transform PAT the pre-anesthesia testing that all the hospitals do? How do you actually transition that to more pre surgical evaluation and aggregating the data, this is the biggest problem that some of these hospitals are solving for. And we're identifying that within the checklist. So I would imagine, as Revel AI comes in, you know. That's a big solution, you know, a big solution opportunity for you.
Christian Pean:
100%. You know, you're right. I mean, we have seen people literally using pen and paper to keep track of these patients, you know, excel sheets in various folders. There's no need for that. You plug something like this in at that preoperative assessment at the time of surgical booking, and then you let the system help surface the patients that need help. Risk stratify those patients, and then really start to change the way that care gets delivered in a measurable and impactful way.
Daniel Marino:
Yeah, well, this is great, and I'll tell you. You know I'm a big proponent of TEAM. I think it's got a lot of nice opportunities, but you know providers need to, they need to be proactive.
Christian Pean:
Yes.
Daniel Marino:
And be able to manage this. If any of our listeners are interested in learning a little bit more about Revel AI, can you share the website, or maybe your contact information?
Christian Pean:
Absolutely, absolutely. I mean, you know, 1st off, anyone is welcome to reach out to me on LinkedIn. I love furthering these conversations just one on one wearing both my academic hat and my Revel AI hat on. Anyone who's interested in the platform can reach us at hello@revelaihealth.com. That's hello@revelaihealth.com. Our website is revelaihealth.com. I'm going to put a personal plug in here. I think that it's so important for surgeons to get more involved in value-based care and understand artificial intelligence. We're starting a site techie surgeon. There's going to be more information about that. We're going to try to help educate people on how to implement AI to really change care and move the needle on value-based care in particular.
Daniel Marino:
Well, congratulations to a lot of the great work that you're doing here. I really I agree with you. I think surgeons, now is the time for surgeons to get more involved in this, and it's just, It's a great opportunity, but they can't do it on their own right.
Christian Pean:
Absolutely, absolutely.
Daniel Marino:
Well, Dr. Pean, thank you for coming on the program. Really appreciate it, and good luck to you as Revel starts to really move forward and love to have you back. I want to hear some of these outcomes, especially as we move into closer to the launch date of January 1st.
Christian Pean:
100%. I think we've only scratched the surface. You know. I didn't even get to talk about how important bone health optimization is for these patients. Huge missed opportunity. I really appreciate being on the show, and would be excited to come back again.
Daniel Marino:
Well, thank you. I appreciate that. And for any of our listeners, if you're interested in finding out more around TEAM and even can connect you with Revel AI. As I mentioned, we have a lot of information on our website. We have a readiness assessment as well as a TEAM checklist that we're happy to share, and we're sending it out for free. So please take advantage of that. And again to all of our listeners. I want to thank everyone for tuning in until the next insight. I am Daniel Marino, bringing you 30 min of value to your day. Take care.