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Needfinding in Clinical Environments

Partnering with: Northwestern Medicine

Esophageal Adenocarcinoma, or Esophageal cancer (EAC), is deadly when caught late but highly survivable when caught early. Despite this, very few cases are currently caught early.

Northwestern Medicine, in an effort led by Dr. Sri Komanduri, partnered with Northwestern's EDI and Biomedical graduate programs to further their understanding of the issue. We spent the quarter interviewing stakeholders, observing a high-risk GI clinic, and conducting secondary research to define where the opportunities were to increase the denominator: finding more of the high-risk patients who currently go unidentified.

Our Ability to Treat is Greater than our Ability to Identify Patients

high-risk patients successfully treated total high-risk patients identified = successful treatment rate of high-risk population

Before we could understand how to identify these patients, we had to understand where they were being lost. To do that, we created the “leaky funnel,” which maps a patient’s journey and the points where they might drop out of the system.

100% of at-risk patients ~120 million people asymptomatic patients 50% identified as “at-risk” by PCP Primary Care Identification PCP attention constraints (broad criteria, competing comorbidities) 17% referred by PCP PCP-Specialist Gap Patient scheduling, transportation, sedation burden, anxiety, clinic capacity constraints, workflow bottlenecks 7% total at-risk patients screened Procedural + Access Gap
Quick Wins Major Projects Incremental Improvements Avoid HIGH IMPACT LOW IMPACT EASY IMPLEMENTATION DIFFICULT IMPLEMENTATION 1 2 3 4 5 6 7 8 9 10 11 Aggregating FragmentedPatient Information Expanding Digital Entry Pointsfor Broader BE Screening Enhancing PatientConfidence and Preparation Optimizing Information FlowDuring Appointment Reframing the VisualAssessment in Screening Validating Minimally InvasiveUpstream Screening Tools Quantifying MechanicalMarkers Integrating Siloed Tools Building ClinicalClarity and Capacity Closing theAdoptability Gap Repositioning EGDas Treatment

Opportunity Landscape

The eleven opportunities the class found within this funnel can be seen on the left – plotted by impact and difficulty of implementation. I surfaced Opportunity 9, Building Clinical Clarity and Capacity, where I examined “who owns what” within the clinic to understand how the clinic’s role definitions were impacting the patient experience.

Building Clinical Clarity and Capacity

What I found was that Advanced Practice Providers (APPs) are stretched across many roles within the high-risk clinic without ownership of their most critical task. Onsite, we observed APPs struggling to recall procedural steps after long gaps between performing them, and in interviews heard that there wasn’t enough time to pre-chart every patient. We dug into why.

Responsibilities Matrix – Who Owns What

Order Clinic Supplies Room Scheduling Intake Referral Schedule Patient Determine Procedure Submit Prior-Authorization Pre-chart patient Take patient vitals Record Patient Updates Brief Case to Attending Consult Patient Prep Procedure Perform Procedure Clean Up Procedure Determine Follow-up Follow-up with Patient Schedule Follow-up Operations Coordinator Patient Liaison Registered Nurse (RN) Medical Assistant (MA) Advanced Practice Provider (APP) Fellow Attending Physician Sales Rep Pre-Visit During Visit Post-Visit

Context Switching

APP responsibilities are scattered across the patient journey, forcing constant context switching. Pre-charting isn't built into their schedule, so as patient volume grows, it's often the first thing skipped.

Lack of Ownership

APPs lack ownership of their most critical task, performing the procedure itself. The attending must be in the room every time, which caps how many procedures the clinic can run in a day.

Closing the Loop

What we found is that without a clearer scope of practice for APPs, supported by the right tools, the clinic couldn't handle a higher patient volume. Even if every upstream issue in the funnel were resolved, this bottleneck would still cap how many high-risk patients could be found and treated. Acting on Opportunity 9, alongside the other ten throughout the patient's journey, is what it takes to increase the denominator. We presented these findings to Dr. Komanduri and other key stakeholders to help set that work in motion.

Needfinding presentation to Dr. Komanduri and clinical stakeholders at Northwestern Medicine