Friday, September 28, 2018

Complete Blood Count (CBC) Component of Clozapine Management – By Keith Torkelson MS (Pathology)


Feature Image
[SELFIE IN BLACK SHIRT]
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2018 Selfie - Keith Torkelson
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Primary Source Document(s)
11_CBC_FY_2017_18_18082101_Summary Report
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Blog
Clozapine RX 4 Ecstasy
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Blogger Title
Complete Blood Count (CBC) Component of Clozapine Management – By Keith Torkelson MS (Pathology)
Google Plus Information
Monthly CBC Routinely Showing Marked Improvement – 2012-2018 – Clozapine Cost Containment – Errors by Chester D Mojica MD – Central City Community Health Center (CCCHC)
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A CBC Driven Progress Report
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Abstract – Executive Summary
The subject of this report is Keith E Torkelson, MS.  The topic of this report is the monthly Complete Blood Count (CBC) lab work required for prescribing Clozapine in the United States of America (USA).  Keith E Torkelson, MS is the principal about Mentalation Solutions Group (MSG).  This paper is the product of us here at MSG.  Yearly we publish our findings in a report we call our Christmas Report Card (CRC).  This report about CBCs is just one of this year’s topics selected for our 2018 overall report.  The data window for the CBCs described in this report is from August 8, 2017 till September 18, 2018.  We closed our CBC data collection with the completion of Keith’s yearly physical (September 27, 2018).  This paper details the clinical and clerical processes associated with a routine CBC.  For the purpose of sampling (capturing) the CBC experience MSG created an assessment tool.  We call our assessment tool our Vitals Plus Instrument.  It was built upon the online MD Rating Service Vitals’ standard instrument.  We extended Vitals 7 Items to 25 Items. 
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Of Complete Blood Counts (CBCs)
Our CBC blood collection services are performed at Central City Community Health Center (CCCHC) in Garden Grove California.  The first CBC in this year’s series was on August 8, 2017.  For that encounter we awarded our CBC Team 85.7%.  100.0% would be a perfect encounter.  The last or final CBC in this series was on September 18, 2018.  For that encounter we awarded our CBC team 76.2%.  The data points in-between are non-linear.  As we retrieve and re-evaluate a year’s worth of CBC related records we discover some calculation errors.  In hindsight our Calculation Error Rate (CEE) is approximately 1/16 (+/- 2).  We briefly address incidences of being called in over ½ late.  We were called in late on over half of the occasions.  For the lab results data we now use Quest Diagnostics directly via their Patient Portal MyQuest.  We assume all data we get directly from Quest is always true and correct.  Notice we SKIP some months in collecting detailed information.  We do this because our Confidence in the CBC Team has grown justifiably.  Near the end we include our Dynamic Cast of Characters (DCC).  In one year there has been substantial turnover in our CBC Team.  One element that would greatly assist our CBC Team @ Central City Community Health Center (CCCHC) is the re-implementation of routine Satisfaction Surveys.  CCCHC abandoned Satisfaction Surveys somewhere back in 2014 or even earlier.  On this we dovetail an emerging problem.
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Emerging Problem – PCP Error Rate
Today September 27, 2018 at 1030AM we had our routine yearly physical with our CCCHC PCP, Chester D Mojica (CDM). We were prepared and confident that the only issue we have is COPD.  He discussed some problems.  We will address two only.  CDM stated that our last A1c was 6.1.  The lab running the CBC test, Quest Diagnostics, reported our last A1c is 5.3.  5.3 (% of Total Hemoglobin) is well within the normal range.  Doctor Mojica indicated our A1c is a problem warranting some lifestyle restrictions.  He says we are pre-diabetic!  Just to cover two Ostrich Eggs with one stone, we will share our A1c as reported by Quest in whom we trust.  Doctor Mojica also indicated that we were overweight.  The day of the exam the nurse weighed us at 142 Pounds.  We are 5’ 7-1/2” tall.
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Partners
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List of Tables – Matrices – Figures
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Matrix – CCCHC Mediated CBC Ledger – Part 1 of 3 – 201708-201712
Matrix – CCCHC Mediated CBC Ledger - Part 2 of 3 – 201801-201802
Matrix – CCCHC Mediated CBC Ledger - Part 3 of 3 – 201803-201809
Figures – Physical Exam – A1c Results [LAST MINUTE]
Charting for the Record – 2018 - Database (MSG) – Metadata
Charting for the Record – 2017 - Database (MSG) – Metadata
Matrix - CBC Savings – CALC – Last Reviewed: 20180928-F:
Table CBC Tracking Information – Results
Figures – CBC Results
Matrix – Rubric for MSG Binary Scoring
Table - Cast of Characters – Centered About CBC (2017-2018)
Table - Vitals-Plus Method – Combined Scores
Table - Vitals-Plus Method – Vitals Standard Elements
Table - Vitals-Plus Method – Vitals-Plus Elements – Part 1 f 2
Table - Vitals-Plus Method – Vitals-Plus Elements – Part 2 f 2
Table - Vitals-Plus Method – Vitals-Plus Elements – Combined Parts 1 and 2
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Matrix – CCCHC Mediated CBC Ledger – Part 1 of 3 – 201708-201712
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Appt Date

Vitals
Vitals
Plus
Vitals + Plus
Note(s) & Scheduling

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20170808-TU-CBC

4.5/5
90%
13.5/16
84.4%
18.0/21
85.7%
Baseline for 2017/18 Cycle
Weight = 150 lbs

20170905-TU-CBC

4.5/5
90%
13.5/16
84.4%
18.0/21
85.7%
Jocelyn


20171003-TU-CBC



SKIP


20171010-TU
Yearly Physical




2017 Physical Exam CDM
Weight = 147 lbs

20171031-TU-CBC

5.0/5
100%
14.0/15
93.3%
19.0/20
95.0%


20171128-TU-CBC




Rescheduled

20171129-W-CBC

5.0/5
100%
14.0/15
93.3%
19.0/20
95.0%









20171227-W-CBC

5.0/5
100%
14.0/15
93.3%
19.0/20
95.0%
Weight = 144 lbs

2017-END













Matrix – CCCHC Mediated CBC Ledger - Part 1 of 3 – 201708-201712
Last Reviewed: 20180928-F:
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Sources of Intel
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At-A-Glance Planners (2017 & 2018)
Wall Calendar
Vitals Plus Data Sheets
Appointment “Cards”
MSG Database
Other PRN
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Matrix – CCCHC Mediated CBC Ledger - Part 2 of 3 – 201801-201802







Appt Date

Vitals
Vitals
Plus
Vitals + Plus
Note(s) & Scheduling

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20180124-W-CBC

5.0/5
100%
14.0/15
93.3%
19.0/20
95.0%
Gabby
Weight = 145

20180209-F-IFL

4.0/5
80%
6.0/15
40.0%
10.0/20
50%


20180221-W-CBC

5.0/5
100%
14.0/15
93.3%
19.0/20
95.0%
Gabby
Weight = 142








Matrix – CCCHC Mediated CBC Ledger - Part 2 of 3 – 201801-201802
Last Reviewed: 20180928-F:
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Matrix – CCCHC Mediated CBC Ledger - Part 3 of 3 – 201803-201809
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Appt Date

Vitals
Vitals
Plus
Vitals + Plus
Note(s) & Scheduling

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20180307-W-CBC



SKIP
Jocelyn








20180404-W-CBC

5.5/6
91.7%
13/14
92.9%
18.5/20
92.5%
Gabby
No BP or TEMP
Self Weight = 142

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20180502-W-CBC



SKIP
Jocelyn

20180529-TU-CBC

3.0/5
60.0%
9.5/15
63.3%
12.5/20
62.5%
Beatrice
(*) What’s up with this?
Self Weight = 145

20180626-TU-CBC



SKIP
Team Martha

20180724-TU-CBC



SKIP
Rebecca

20180810-Full Lab




Source of A1c Result 5.3 % of Total Hbg

20180821-TU-CBC



SKIP
No Note

20180918-TU-CBC

4/5
80.0%
14.0/16
87.5%
18.0/21
85.7%
Team Martha
QC – ERRORS FOUND with US

20180918-TU-ERR
Correction

4/5
80.0%
12.0/16
75.0%
16.0/21
76.2%
ReCALC

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20180927-TH-PHYS



Separate
Report
Pending
Yearly cycle ends
Our PCP made some remarkable errors
Weight = 142

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Matrix – CCCHC Mediated CBC Ledger - Part 3 of 3 – 201803-201809
Last Reviewed: 20180928-F:
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Gabby V Beatrice (Beatriz)
In the table(s) above we reference both Gabby and Beatrice.  Early in 2018 we tried to figure out the Clerical Counter Dynamic (CCD).  We came to believe that Gabby was user friendly and Beatrice too serious.  For our last six CBC appointments or so Gabby has not been about Central City anywhere.  (*) For our May 29, 2018 CBC we noticed that Beatrice has become user friendly. Beatrice has sustained this change.
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½ Late: What would you do?
We ask ourselves what is the appropriate behavior when your practitioner's team has not called you in and are running behind over a half hour.  Some members in the waiting room just get up and leave.  For us we do not have just leaving as an option. At about the ½ late point we begin to stress or feel a bit anxious.  Anxiety is what we are being treated for.  So you go to the doctor and the tardy timetable aggravates one’s conditions.  One of the issues is:  They do not appropriately perceive we consumers have things to do.  We cannot always allocate a ½ day just to getting our monthly CBC run.
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Improvement Bonus & Decreased Vigilance
When the CBC Team demonstrated substantial improvement we used to award them 1.0 point for an improvement bonus.  We also gave the team member most deserving a, thumbs up, reward.  In the data above notice we SKIPPED assessing every monthly transaction.  We were able to skip because our confidence has grown across the CBC delivery team.
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Physical Snag
We picked our Yearly Physical as the date to close this year’s CBC Report.  We had our Physical yesterday September 27, 2018.  It was supposed to be our best Physical yet for the term 2012-2018.  Our doctor Chester D Mojica made some errors.  We will include just two of his errors below: A1c error and weight error.  This paragraph is part of our preparation to address Dr. Mojica’s errors at our next routing CBC in October (2018).
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[INSERT PHYSICAL NOTICE]
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Signage About Central City
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Table – CaseNotes – Needing Correction – Physical with Chester D Mojica MD
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Declarations
CDM
Actual


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Weight
Says We’ve gained weight
20180927-TH
142 lbs


A1c
Says A1c is 6.1 and problematic
20180809
Quest says A1c = 5.3


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Table – CaseNotes – Needing Correction – Encounter Physical – 20180927-TH – Last Reviewed: 20180928-F:
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Link To Celery Diet
Celery Diet (Includes Data on Weight)
Double XX – Nutrition – Celery Diet – Digital Appointment – By Keith Torkelson (2018)
Date Chartered = 9/6/18
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[INSERT ACTUAL SCALE MEASUREMENT]
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Sample Actual Weight Measurement for Keith Torkelson (2018)
Keith is Five Foot Seven with a 30" Waist
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Figures – Physical Exam – A1c Results
Source Document
Assess_Vitals_18092704_CDM_Physical
[INSERT A1C RESULTS]
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Results From 8/9/2018
Our Latest A1c

Results From 8/9/2018
Our Latest A1c

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Charting for the Record - 2018
Database (MSG) – Metadata
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Charting for the Record - 2017
Database (MSG) – Metadata
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Potential For Savings - CBC Cost Containment
About two years ago (2016) we were discussing cost containment about Behavioral Health Services (BHSs) with our Behavioral Health Doctor (BHD).  His name was Bum Soo Lee MD.  We both agreed that BHSs were quite pricey.  One of the components that we thought might save the systems such as CMS was the monthly Complete Blood Count (CBC) work associated with prescribing Clozapine.  We agreed that it might be wise for public health to intervene and dictate that only once every other month is now indicated.  We here at MSG envisioned the savings at around one-hundred million per year.  Below we finally got around to approximating potential saving about Clozapine related CBC testing.  We are quite surprised.
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Matrix - CBC Savings – CALC – Last Reviewed: 20180928-F:
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# With
Schizophrenia
(Americans)

Fraction
Prescribed Clozapine

# On Clozapine


3,200,000

0.04

128,000

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# On Clozapine -

Cost/CBC

CBC expenses


128,000

$100
Per CBC

12,800,000
Per Month

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Cost per Month

CBC/Year

CBC Cost per Year


12,800,000

12

153,800,000









Cost per Month

CBC/Year

Potential Savings per Year


12,800,000

6

76,800,000

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Matrix - CBC Savings – CALC – Last Reviewed: 20180928-F:
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Approximations
We used the following information for our CBC savings approximations.  Unfortunately the Diagnostic Labs will be hit with less CBC related income.
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Source
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FYI - Number of People with Schizophrenia in the US?
“Worldwide about 1 percent of the population is diagnosed with schizophrenia, and approximately 1.2% of Americans (3.2 million) have the disorder. About 1.5 million people will be diagnosed with schizophrenia this year around the world.”
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Source Report – Reprint
MSG_Psychiatry_Referral_Bera_18032002_Part-IIIB
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Vignette - Here Is The News! – Clozapine Risk & Contingency
As we write this paragraph it is June 26, 2018.  We will carry this paragraph through multiple publications because we find it important.  There is an issue with our primary medication, Clozapine, for which we have no tangible fix.  Today while at the clinic for our routine Complete Blood Count (CBC) work we overheard another consumer, Sam I Am, sharing in the waiting room.  Sam reports that after being rather stable on Brand-name Clozaril (Generic Clozapine) for over twenty (20) years his CBC lab values converted.  In other words he is now suffering low numbers of White Blood Cells (WBCs).  Most likely it is his Neutrophils of the WBC family that are low.  This is termed Neutropenia.  Bad news!  Neutropenia indicates that you cannot be prescribed Clozaril (Clozapine) anymore.  We will leave the “doctor” anonymous.  In response “doctor” stops Sam I Am’s Clozaril cold turkey while he waits for a second lab to confirm the problem.  Sam reports he has not been sleeping because Clozaril is essential for a full restful night of sleep.  When we left him about 11am we wished him luck because the lab and his Clozaril disposition are pending.  Sam is quite bright when it comes to how much he has learned as a Behavioral Health Consumer (BHC).  He said that a relative said why not reduce the Clozaril rather than take it away cold turkey.  Further his relative advices that on a reduced dose he might get the benefit of sleep and get his WBC number(s) up again.  For us, also on Clozapine, we have worried quite a bit about a life without Clozapine.  Actually in 2012 we suffered catastrophic losses and Clozapine was in the scenario.  As Sam puts it Clozaril was a real game changer for him.  We agree, for us Clozapine has been a game changer.  In the next paper we will address what we call our Clozapine Contingencies.  This puzzle should be printed and shared with Medical students in their Pharmacology Course because good “fixes” are pending.
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Table CBC Tracking Information - Results
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Field

Detail
Note

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Client

Keith Torkelson


Collection Lab

Central City


Referrer

Rimal B Bera MD


Testing Lab

Quest Diagnostics


Date(s) of Interest

20180208 - 20180917
9 CBCs

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Table CBC Tracking Information – Results
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Results for Keith Torkelson
From 8/9/18

Time Series Results for Keith Torkelson
White Blood Cell Count
From 8/9/18
How is it a fuss?
We will not address why CBCs are a fuss for us in much detail.  Basically we have been on Clozapine since 2006.  Since that time we have only suffered one gap about our monthly Clozapine prescription.  Clozapine has been associated with damaging the consumers’ blood cell system.  CBCs measure the blood cell system.  If there is drop in ones polynuclear cells (PMNs) AKA Neutrophils the consumer’s health may deteriorate.  CBC exams are required to support the risk mitigation efforts while the consumer is dependent on daily Clozapine.  Our elevated PMNs might be translated as slightly protective.  Without monthly and favorable values as reported by CBC our or any pharmacy will not fill our prescription.  Historically (one incidence) without Clozapine we will end up in the hospital within 72 hours.
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[INSERT VITAL PLUS ASSESSMENT]
Associated Document > Assess_Vitals_18091802_CBC QC Cleaned
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Scoring
Assessment_Scoring_17121201_Rules V2018
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20171212 - Assessment Scoring
We routinely apply a few types of scoring methods.  We describe them as: Binary, Stars, and Percentiles. 
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Matrix – Rubric for MSG Binary Scoring
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Nature
Range
Best
QUAL

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Binary
0.00 | 0.50 | 1.00
1.00
No | SoSo | Yes
Options 0.25 – 0.75 PRN

Stars
0.0 – 5.0
5.0
Example
Compare with CMS Stars Scores

Percentile
000.0 – 100.0
100.0
Inter-assessment comparisons and migrations (Portability)
Fidelity with Education Standards

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Matrix – Rubric for MSG Binary Scoring – Last Updated: 20180810-F:
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Binary Scoring Method (BSM)
P-Pass (1.0) | So-So (0.5) | F-Fail (0.0)
Note: Example of Share - Clozapine & BND 1.5
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Legacy Publication
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Keith Torkelson – Awarded Provider High Scores (201711)
Post Title
MSG Vitals-Plus Assessment Instrument – Applied to Central City Community Health Center – By KE Torkelson (MS-Pathology) (MSG, 2017) - Satisfaction Survey for Health and Human Services – Context of Annual Christmas Report Card (MSG, 2017).
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CBC Centered Encounter Notes
Site = Central City Community Health Center - Garden Grove
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Table - Cast of Characters – Centered About CBC (2017-2018)
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Character

Clerical &
E_Clerical
Clinical
Note

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Anon MD


X
Should have business cards

Anon PA


X
Should have business cards

Beatrice/Beatriz

X

Vast improvement (2018)

Bethany

X

Possibly maternity leave

Bum Soo Lee MD

X
X
Behavioral Health Doctor – 2012-2017

Chester D Mojica MD

X
X
New issues at Physical

Cynthia

X



Gabby

X

Looks like she has moved on

Jeff Gibbs



Unproductive partner
Investigating how to kill the association

Jocelyn

X



Martha

X
X
Most reliable

Others PRN


X


Rimal B Bera

X
X
New 2018

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Table - Cast of Characters – Centered About CBC (2017-2018)
Last Reviewed: 20180928-F:
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Measures of Quality & Satisfaction
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Table - Vitals-Plus Method – Combined Scores
Measures of Quality and Satisfaction – Process Clozapine Related CBC
Date of Encounter: 20180918-TU:
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Clinical
Clerical &
Scheduling



Patient Ratings
Service Experience Element
20180918
(TU)
CBC
Team
Appt Made
20180821-TU
By Team Martha
For: 20180918-TU
Sample CALC

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Items = 7
4/5
80.0%
4/5
80%
Sum/# Scored
4.5/5
%

-






Items = 18
12.0/16
75.0%
13.0/16
81.3%
Sum/ # Scored
13.5/15
%

-






Items = 25 (CALC)
16.0/21
76.2%
17.0/21
82.0%
Sum/# Scored
18.0/20
%

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Star Equivalents
(5.0 Stars is the Best)
3.8
4.0
4.50


With Bonus
IF – THEN Impression
Add 1 to Numerator
Stayed
Stayed
(18+1)/20 * 100 =
95.0%

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Indications of Satisfaction: Actual Data from 20180918-TU: Encounters (CBC and Scheduling) – Last Reviewed: 20180928-F:
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Table - Vitals-Plus Method – Vitals Standard Elements
Measures of Quality and Satisfaction – Process Clozapine Related CBC
Date of Encounter: 20180918-TU:
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Clinical
Clerical &
Scheduling


Item
#
Patient Ratings
Service Element
20180918
(TU)
CBC
Team
Appt Made
20180821-TU
By Team Martha
For: 20180918-TU
Sample
CALC

-





01
Ease of Appointment
1.0
1.0
1.0

02
Promptness
0.0
0.0
1.0

03
Courteous Staff
1.0
1.0
1.0

04
Accurate Diagnosis
NA
NA
X

05
Bedside Manner
1.0
1.0
1.0

06
Spends Time w Me
1.0
1.0
0.5

07
Follows Up After Visit
NA
NA
X

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Items = 7 (MAX)
4/5
80.0%
4/5
80%
Sum/#Scored
5.0/5*100


Star Equivalents =
4
4


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Indications of Satisfaction: Actual Data from 20180918-TU: Encounters (CBC and Scheduling) – Last Reviewed: 20180928-F:
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Table - Vitals-Plus Method – Vitals-Plus Elements – Part 1 f 2
Measures of Quality and Satisfaction – Process Clozapine Related CBC
Date of Encounter: 20180918-TU:
-







Clinical
Clerical &
Scheduling


Item
#
Patient Ratings
Service Element
20180918
(TU)
CBC
Team
Appt Made
20180821-TU
By Team Martha
For: 20180918-TU
Sample
CALC

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01
Accountability
1.0
1.0
1.0

02
Clozapine Awareness
1.0
0.5
1.0

03
Doctor’s Orders
1.0
1.0
0.5

04
Error Free
1.0
1.0
1.0

05
Guidance
1.0
1.0
X

06
Paper Trail
(E-Paper Trail)
0.0
1.0
1.0

07
Pharmacy
NA
NA
X

08
Phone Support
NA
NA
X

09
Promotes Recovery
1.0
1.0
1.0

10
Satisfaction Survey Offered
0.0
0.0
0.0

-







6.0/8
6.5/8




Carry
Carry
Stayed

-





Indications of Satisfaction: Actual Data from 20180918-TU: Encounters (CBC and Scheduling) – Last Reviewed: 20180928-F:
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Table - Vitals-Plus Method – Vitals-Plus Elements – Part 2 f 2
Measures of Quality and Satisfaction – Process Clozapine Related CBC
 Date of Encounter: 20180918-TU:
-







Clinical
Clerical &
Scheduling


Item
#
Patient Ratings
Service Element
20180918
(TU)
CBC
Team
Appt Made
20180821-TU
By Team Martha
For: 20180918-TU
Sample
CALC

-





11
Scheduling
1.0
0.5
1.0

12
Situational Awareness
1.0
0.0
1.0

13
Timeliness
1.0
1.0
1.0

14
TimeSpent
1.0
0.0
1.0

15
Values Consumer
(Member-Account)
1.0
1.0
1.0

16
Values Consumers Time
1.0
0.5
1.0

17
Healthful Environment
1.0
1.0
1.0

18
Agent of Remedy
1.0
1.0
1.0

-







8.0/8
5.0/8




Carry
Carry


-





Indications of Satisfaction: Actual Data from 20180918-TU: Encounters (CBC and Scheduling) – Last Reviewed: 20180928-F:
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Table - Vitals-Plus Method – Vitals-Plus Elements – Combined Parts 1 and 2
Measures of Quality and Satisfaction – Process Clozapine Related CBC
Calculations
Date of Encounter: 20180918-TU:
[ERRORS FOUND 20180926 Recalculations]
-







Clinical
Clerical &
Scheduling


Item
#
Patient Ratings
Service Element
20180918
(TU)
CBC
Team
Appt Made
20180821-TU
By Team Martha
For: 20180918-TU
Sample
CALC

-






Plus Part 1
6.0/8
6.5/8
Carried Forward


Plus Part 2
6.0/8
6.5/8
Carried Forward

-







Plus Parts 1 & 2
Items = 18 (MAX)
12.0/16
75.0%
13.0/16
81.3%
Sum/# Scored
13.5/15*100


Star Equivalents =
3.8
4.1



Impressions - Sustained or Improvement Bonus


1.0

-





Vitals-Plus – Last Revision: 20170926-TU: (Theta Version) Indications of Satisfaction: Actual Data from 20180918-TU: Encounters (CBC and Scheduling) – Last Reviewed: 20180928-F:
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This is the End
Images At the End
Time Series Results for Keith Torkelson
Blood Glucose Level
From 8/9/18

Results for Keith Torkelson
Blood Glucose Level
From 8/9/18

Results for Keith Torkelson
White Blood Cell Count
Sample from 2018 of Being In Range



We ask you does Keith AKA Buster Look Overweight Like his Doctor Told him Last Week September 27, 2018? (AVEY)
He does look a bit stressed though :o)
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