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America's Health Care Hereos

Site Development Manual: Chapter 3

Exhibit 3-1: CASE STUDIES IN SITE DEVELOPMENT

  1. OCOEE REGIONAL HEALTH CORP. Benton, TN
  2. PRIMARY HEALTH NETWORK Sharon, PA
  3. STONE MOUNTAIN HEALTH SERVICES St. Charles, VA
  4. EASTERN SHORE RURAL HEALTH NETWORK Onancock, VA
  5. PLAINS MEDICAL CENTER Limon, CO

Exhibit 3-1
Case Study 1


Primary Care Center: Ocoee Regional Health Corp. Benton, TN
Main Site Location: Benton Family Health Center
Contact: Brian Smith, Asst. Exec. Dir., Phone: (615) 338-2831

Greatest Difficulty: Securing facilities and equipment.
How was it resolved: Administrators enlisted the help of local hospitals and county executives. One hospital erected a new building and leased the space to Ocoee Regional Health Corp. (ORHC). The County deeded the land to them for this purpose. Another hospital relinquished control of an existing clinic. In another county, ORHC used part of a county building in exchange for assuming a portion of the maintenance and restoration costs.

Number of Existing Sites: 2
New Sites: 3 -Dayton, Pikeville, and Coalmont
Combined Service Area: SE Tennessee (5 counties)
Defining Characteristics of Population Served: Commerce dominated by coal mining and agriculture. The population is predominantly white with the exception of migrant workers treated at the Dayton site.
Health Care Professionals: Existing:
  • 4 Medical Doctors (3 FPs, 1 Internist)
  • 1 Physician Assistant

(Existing professionals are present or former Federal Loan Repayment Program participants.)

Planned Additions:
  • 1-2 Family Practitioner(s)
  • 2 Nurse Practitioners
  • 1 Physician Assistant
  • 1 LPN and I CAN
  • 1 Medical Technician/Receptionist.
Impetus for New Site Development: Dayton - a lack of doctors treating the underserved.
Pikeville/Coalmont - lack of doctors with hospital privileges. No hospital in Grundy County.
Site Development Steps:
  • Contacted county executives for support.
  • Contacted two local hospitals.
  • Informed doctors of intention to provide non-profit medical care for the underserved.
  • Worked with area hospitals to find buildings and equipment.
Critical Success Factors in Site Development:
  • Inviting local doctors to participate minimized resistance. Doctors offered to have patients admitted to the hospital through them.
  • Negotiated with the county officials and hospitals. The hospital in Dayton turned the clinic operations over to Ocoee Regional Health Corp. Also, the county offered part of a building in exchange for assuming a portion of building's renovation and maintenance costs.
Community Involvement: Community Board - included persons from each community depending on the size of the county.
Success Factors in Recruitment/Retention of Health Care Professionals:
  • Linkages with training institutions - a former employee teaches at East Tennessee State University, another has a link with a Physician Assistant school in Nashville.
  • They have had success with retired health care professionals. Recruitment Fairs used materials from Tourism Boards and Chamber of Commerce.
Technical Assistance Resources Used: State Primary Care Association
National Health Service Corps

Case Study 2


Primary Care Center: Primary Health Network Sharon, PA
Main Site Location: Sharon
Contact: John Laeng, Exec. Dir., Phone: (412) 342-3002

Greatest Difficulty: At the initial stages of development, the original site was becoming stigmatized as a government subsidized "welfare clinic" that competed with local providers for patients.
How was it resolved: Administrators aggressively promoted the clinic, as being in the business of community health, providing affordable health care to persons who were not currently receiving any medical care. The key to their success was communicating their objective to the local medical establishment. Resistance from local practitioners was minimized by inviting them to work at the clinic.

Number of Sites: 4 (Including a school-based clinic run by a nurse practitioner.)
Service Area: Western Pennsylvania (3 counties)
Defining Characteristics of Population Served: Largely African American (in area that is predominantly white).
HealthCare Professionals:
  • 6 Medical Doctors (2 FPs, 2 Internists, 1 OB-GYN, 1 Ped.
  • 2 Podiatrists (part-time)
  • 3 Dentists (2.1 FTEs)
  • 2 Nurse Practitioners
  • 1 Physician Assistant
  • 1 Licensed Social Worker

(A Physician Assistant is Federal Loan Repayment Program [FLRP] participant. One M.D. and one Nurse Practitioner were formerly FLRP participants.)

Impetus for New Site Development: Though the service area has an oversupply of physicians, few were serving medical assistance recipients or other underserved populations in Sharon and Farrell.
Site Development Steps:
  • Hospital created a board to develop a clinic.
  • Board was changed to a Community Board.
  • Determined the community's needs.
  • Developed a business plan.
  • Promoted their goal of creating comprehensive community health.
  • Created linkages with established health care community.
Critical Success Factors in Site Development:
  • Communicated effectively from the onset the intention to serve persons who were currently not being served. Inviting all local doctors to work at the clinic helped diffuse resistance and possibly increase participation.
  • Aggressive marketing used to overcome welfare clinic stigma.
  • Operated each site like a business. Reduced reliance on grant money significantly.
  • Utilized technical assistance from the U.S. Public Health Service and the State.
  • Educated the community about the range of health care professionals available to provide primary care.
Community Involvement: Community Board with one hospital representative from each of the two hospitals, who serve as ex-officio members.
Success Factors in Recruitment of Health Care Professionals:

Target Areas:

  • Recruit medical students originally from the area.
  • Recruit foreign nationals with American medical degrees.

Initial Screening/Interviews:

  • Include leaders in the community, banking, and real estate on recruitment committees.
  • Examine your needs and screen candidates accordingly.
  • Interview by telephone only 3-5 candidates, including spouse.
  • Prepare for interview and determine potential needs, considering religion or background.
  • Cover everything: call coverage, salary/bonus, health care philosophy (e.g., willingness to provide contraception).
  • Offer a constant, yet simple, incentive plan with a ceiling to all candidates.

Onsite Interviews/Selection:

  • Invite spouse and family to first onsite interview, arrange for child care.
  • The focus should be on the family's interests.
  • Do not hide community, show it off.
Success Factors in the Retention of Health Care Professionals:
  • Call coverage flexibility; allow them to arrange their own calls.
  • Allow peer professional development.
  • Performance review at least twice per year.
  • Tie family into community (e.g., PTA, Little League).
Technical Assistance Resources Used: State Primary Care Association
National Association of Community Health Centers (NACHC)
Medical Group Management Association (MGMA)
Pennsylvania Forum
PHS consultants
National Health Service Corps

Case Study 3


Primary Care Center: Stone Mt. Health Services St. Charles, VA
Main Site Location: St. Charles Clinic
Contact: Tony Lawson, Exec. Dir., Phone: (703) 383-4428

Greatest Difficulty: Recruiting physicians
Measures taken:
  • Administrator involved in an on-going recruitment process.
  • Involved clinic physicians in the recruitment process.
  • Greater use of nurse practitioners.

Number of Sites: 8 Primary Care, 3 Breathing Centers
Service Area: Western Virginia (4 Counties)
Defining Characteristics of Population Served: Predominantly white population whose livelihood is dominated by coal mining, agriculture and timber. There is a high incidence of disabling injuries, heart disease and chronic destructive pulmonary disease (CDPD).
HealthCare Professionals:
  • 13 M.D.s (6 Internists, 3 FPs, 3 GPs, 1 Pediatrician)
  • 3 Dentists
  • 4 Nurse Practitioners (3 Family, 1 Adult)
  • 1 Dental Hygienist
Impetus for Site Development: No health care professionals serving the area due to loss of economic base, namely coal mining.
Site Development Steps:
  • Formed the St. Charles Health Council, Inc. (SCHC)
  • SCHC formed a cooperative agreement with Western Lee County Health Clinic, Inc. for the provision of shared services.
  • SCHC convinced 3 community groups in two counties to consolidate as one CHC and affiliate with SCHC.
  • Worked with county and hospital officials to establish OB-GYN services.
  • Created linkages with mental health services.
  • Created linkages with public health department.
Critical Success Factors in Site Development:
  • Convinced three existing community groups with similar objectives to consolidate.
  • Use of the local hospital's Medical Arts building.
  • Employment of physicians already practicing in the region.
  • Operated each site like a business.
Community Involvement:
  • Advisory Boards for each clinic and the overall Governing Board have elected community representatives. A proportional percentage of each Advisory Board's members is made up of sliding-fee clients served by that clinic.
  • Each clinic has a yearly public meeting. Anyone who attends may vote for Board members.
Success Factors in Recruitment of Health Care Professionals:

Target Areas:

  • Concentrated on professionals who knew they want to live in the area.
  • Advertised in numerous journals.
  • Ad hoc recruitment committees made up of board members who represent the community.

Initial Screening/Interviews:

  • Use in-depth telephone interviews to screen candidates.
  • Ask the candidate to work one half-day with the Medical Director or appropriate provider. If they decline, withdraw them from consideration.
  • Concentrate only on candidates you know want to work in your type of community.
  • Talk with spouses over the telephone.

Onsite Interviews/Selection:

  • Invite spouse and family to first onsite interview.
  • Keep a tight agenda.
  • Determine what the candidate and the family want to see during the visit (medical facilities, schools, housing, shopping).
Success Factors in the Retention of Health Care Professionals:
  • Flexibility with office hours and work schedules.
  • Allow peer professional development.
Technical Assistance Resources Used: State Primary Care Association
PHS Volunteer Referral Service

Case Study 4


Primary Care Center: Eastern Shore Rural Health System, Inc. Onancock, VA
Main Site Location: Onancock
Contact: Carolyn Rienerth, Exec. Dir., Phone: (804) 787-7373

Greatest Difficulty: Physician retention
Measures taken:
  • A staff person devoted to recruitment and retention conducts in-depth research of candidate background, which has proved to be cost-effective and advantageous for retention.
  • Practitioners have more input in management decisions and greater practice autonomy.
  • Greater use of non-physician professionals.
  • Balanced approach to practitioner staffing, i.e. equal emphasis on seasoned professionals.

Number of Sites: 4
Service Area: Eastern Shore of Virginia (2 counties)
Defining Characteristics of Population Served: Somewhat isolated region inhabited by both whites and African Americans. There is a concentration of very young and elderly people, 30% of population is Medicare eligible.
HealthCare Professionals:
  • 14 M.D.s (4 Internists, 4 FPs, 6 Pediatricians)
  • 1 Podiatrist
  • 1 Pediatric Nurse Practitioner
  • 1 Physician Assistant (currently recruiting another)

(Some physicians are Federal Loan Repayment Program participants.)

Impetus for Site Development: Lack of physicians in the area. The hospital is not easily accessible to much of the population.
Site Development Steps:
  • Determined the community's needs.
  • Created linkages with established health care community.
Critical Success Factors in Site Development:
  • Operate site like a business.
  • Establish a Community Board.
Community Involvement: 16-member Community Board representing all aspects of community: health care providers, tourism, education, religion, business and criminal justice.
Success Factors in Recruitment of Health Care Professionals:

Target Areas:

  • Recruit physicians who dislike the business responsibilities of a practice.
  • Concentrate on seasoned physicians who know what they want.
  • Advertise in a number of publications to target a wide range of possible recruits, e.g., military publications.

Initial Screening/Interviews:

  • School superintendents, realtors, and bankers should assume important roles on the recruitment committee.
  • One staff person devotes 99% of the work day to recruitment.
  • Screen candidates through lengthy telephone conversations.
  • Conduct in-depth research on the background of candidates and family.
  • Examine the employment potential of the spouse.
  • Enlist support of the community to create a promotional video.

Onsite Interviews/Selection:

  • Schedule a 2-day visit to include mostly social activities.
  • Insist that the family attend the first onsite visit.
  • Do not hide what you think may be the drawbacks of the community.
  • Individuals from the community display what the area has to offer. Appropriate board members meet with the candidates.
  • Do not make an offer based on only one site-visit.
  • On the second visit have the practitioner work at the appropriate clinic.
  • Offer 2-year contracts with salary based on experience.
Success Factors in the Retention of Health Care Professionals:
  • Retention at rural sites is extremely poor for providers who have never lived in rural areas.
  • Individual clinic directors have a high level of autonomy.
  • Have annual evaluations on time.
  • Accept input from professional staff especially on the design of new facilities.
  • Encourage all professionals to attend board meetings. Institute Total Quality Management (TQM).
  • Take the consensus management approach. Clinic director at each site meets monthly with management team, which includes Clinical Services Director, Health Education Director, Administrator (CFO), and Human Resources Director.
  • Give a "personal touch" to the professionals on your staff, giving special recognition whenever appropriate.
Technical Assistance Resources Used: State Primary Care Association Headhunters
Annual Health Fairs
American Medical Association
Nearby Medical Schools
Local Area Health Education Centers
National Health Service Corps

Case Study 5


Primary Care Center: Plains Medical Center (PMC) Limon, CO
Main Site Location: Limon
Contact: Debra Olesen, Administrator, Phone: (719) 775-2367

Greatest Challenge: Integrating health care services for the area.
Strategy: PMC built a large building in Limon to create a single point of service. Portions of the building are rented to the mental health agency for the area, the public health nursing service and a dental practice. In a further effort to integrate health care services, PMC and the county hospital are jointly soliciting proposals from tertiary care centers to help them improve the provision of primary care in the region.

Number of Sites: 2
Service Area: Eastern Colorado (2 counties)
Defining Characteristics of Population Served: PMC serves a fairly homogeneous population whose livelihood is dominated by agriculture. Clinic in Limon serves the state prison population as well.
HealthCare Professionals:
  • 2 M.D.s (Family Practitioners)
  • 2 D.O.s (Family Practitioners)
  • 1 Physician Assistant

(New physicians (D.O.) at Limon and Hugo sites are Federal Loan Repayment Program participants.)

Impetus for Site Development: Solo practitioner was overwhelmed by patient volume.
Site Development Steps:
  • Existing solo practitioner with the addition of NHSC doctor established a group practice.
  • In-depth needs assessment.
  • Created an integrated network with local hospital, nursing homes, private dental practice and local mental health and social services.
  • Addition of Hugo site, PMC incorporated a physician (the town recruited) into their group practice.
  • Establish monthly clinics to be conducted by visiting specialists.
  • Joint effort with local hospital to solicit proposals from tertiary care centers for advice and assistance in the following areas:
    • recruitment/retention;
    • continuing education;
    • outpatient surgery;
    • collaborative purchasing;
    • specialty clinics;
    • family practice residency programs;
    • financial management; and
    • telecommunications.
Critical Success Factors in Site Development:
  • Single point of service - PMC leases space within their building to a dental practice, the local mental health agency, and a public health nursing service.
  • Sound financial operation.
  • Direction from the community, which must have good leadership.
  • Coordinated efforts with the local hospital.
  • Converted to a Rural Health Clinic (cost-based reimbursement).
  • Board provides vision but stays out of day-to-day management. Solicit the advice of external experts such as NHSC representatives.
  • Take initiative and risks, understand that it is okay to make mistakes.
  • Currently going through Healthy Communities initiatives, funded by Colorado Trust.
Community Involvement:
  • Community meetings held to determine what the people want.
  • 7-member Community Board represents agriculture, education, insurance, and banking, ranging in age from 27 to 70.
  • Establish advisory groups to focus on future demands, such as the inmate population.
Success Factors in Recruitment of Health Care Professionals:
  • Board's strategy is to provide professionals with a decent facility, quality management and relatively good compensation.
  • Recruitment Committee headed by one Board member.
  • Upon de-designation as a HPSA designation, PMC created its own Loan Repayment Program.
  • Rural preceptorship for D.O. (Denver).
  • All providers are part of their recruitment committee, since they are naturally the best recruiters.
  • Prepare thoroughly for onsite visits.
  • Examine the employment potential of the spouse.
  • Enlist support of the hospital in recruitment efforts.
  • Establish productivity expectations (350 visits/month).
  • Make all of your health care professionals employees of the clinic, pay their health and malpractice insurance and offer a 403(B) pension plan (available to non-profits).
Success Factors in the Retention of Health Care Professionals:
  • Autonomy in the practice of medicine; allow new practitioners to do things differently.
  • Health care professionals not only attend board meetings, they direct the process.
  • Encourage input from professional staff on the design of new facilities.
  • Very supportive doctor committee oversees practice operations. All billing expenses, insurance, and money hassles handled completely by office staff.
  • Continuing Medical Education (CME), mileage, and society dues paid by PMC..
Technical Assistance Resources Used: State Loan Repayment Program
Lincoln County Professional Recruitment Committee
Nearby Medical Schools
National Health Service Corps
Health Resources and Services Administration U.S. Department of Health and Human Services