Social Determinants of Health Summit 2024
Elements of Successful, Replicable Collaborations on SDOH Initiatives
In October 2024, KLAS hosted the second Social Determinants of Health Summit, where 69 representatives from provider organizations, payers, HIT vendors, and community-based organizations collaborated on how to improve patient access to community resources. While the 2023 summit defined a framework for those building a successful SDOH program (see framework below), this year’s summit built on the framework to understand how provider organizations can create successful programs, what major barriers are hindering patient outcomes, and how different players can collaborate to drive outcomes. Additionally, representatives from successful SDOH collaborations (deemed “Points of Light”) presented their case studies, and three were identified by participants as most positively impactful and given the Wayfinder Recognition. This report (1) summarizes summit insights on what hinders and contributes to successful SDOH initiatives and (2) provides overviews of the three Wayfinder Recognition collaborations.
Effective Collaboration with Community-Based Organizations Is Top Priority for Provider Organizations Seeking to Remove SDOH Barriers
Before the summit, KLAS interviewed 25 provider organizations to gain insights on where organizations currently sit with their SDOH strategies. Most respondents are focused on improving outcomes on health gaps they have already identified. In the last year, the highest-reported success in SDOH initiatives was in the implementation and standardization of screening processes for patients who could potentially utilize community resources. Despite having successes, many organizations still find barriers to enacting SDOH initiatives—the largest reported barrier is the capacity and engagement of community-based organizations (CBOs). Most feel their EHR or SDOH vendor provides adequate technology for managing screenings and flagging potentially qualifying patients; however, organizations continue to find it challenging to connect patients with resources and have visibility into CBO utilization, noting they want their vendors to simplify and improve tools for bidirectional CBO communication. Survey respondents feel that CBOs are not always sufficiently motivated to or capable of responding to provider organizations with reports on patient referral utilization. Additionally, many CBOs experience staffing shortages that decrease the likelihood of quick response rates, especially when an organization uses multiple software solutions that do not have standardized communication processes.
Provider Organizations Need Vendors to Standardize the CBO Referral Process
At the summit, attendees (representing payers, CBOs, provider organizations, and vendors) participated in small-group discussions focused on which standardizations and functionalities could improve CBO-provider collaboration. Overall, most attendees agreed that standardized interoperability is the crucial next step in measuring SDOH metrics. The following are the insights from these discussions.
What standardizations can EHR vendors implement or improve to simplify the closure of referral loops for CBOs?
- Interoperability & data standardization: EHR vendors must prioritize interoperability and standardized data fields to facilitate seamless referrals across systems, enabling CBOs to manage and track client information effectively within varied healthcare ecosystems.
- Resource and capacity support for CBOs:To close referral loops successfully, EHR systems need to be user-friendly and offer tailored support, especially as CBOs often face limited resources, variable technical capacities, and differing data requirements from multiple funders.
- Enhanced privacy & trust mechanisms: Establishing robust, compliant privacy protocols and building trust among CBOs, patients, and healthcare providers are essential to support data sharing, protect sensitive information, and encourage consistent use of referral tools and platforms.
What is the weakest link within the data-aggregation and insight-generation processes, and how can that be effectively addressed?
- Gaps in real-time data & feedback loops: Delays in data entry and feedback, coupled with insufficient mechanisms for timely data sharing, prevent effective follow-up and limit the accuracy of insights, suggesting the need for streamlined, real-time data integration and communication pathways.
- Lack of standardization & interoperability: The absence of standardized data fields, metrics, and interoperability across EHR systems hinders data aggregation and insight generation, requiring a unified approach to ensure consistent and comparable data.
- Incentive & resource limitations: Insufficient financial incentives and resources for CBOs and healthcare providers limit their capacity to contribute to data documentation and aggregation, underscoring the need for financial models that support their participation in these processes.
Which metrics should organizations track to solidify internal alignment and long-term SDOH investment?
- Short- & long-term impacts: Organizations should focus on both short-term, quantifiable returns (e.g., reduced ED visits, intervention counts) and long-term outcomes (e.g., quality-of-life improvements, social impact metrics) to ensure sustainable SDOH investment.
- Engagement & access: Tracking patient engagement rates, accessibility to resources, and closed-loop referrals highlights immediate needs and barriers, helping organizations improve SDOH program effectiveness by ensuring resources reach intended individuals.
- Financial and ROI-related metrics: Financial viability metrics (e.g., Return on Health, per-member-per-month costs) emphasize the importance of demonstrating both direct and indirect cost benefits to secure continued funding and organizational buy-in for SDOH initiatives.
Best Practices for Intimate Partner Violence (IPV) Screening & Enhancing Health Equity
Participants in the small-group discussions also talked about the processes being created to address IPV screening requirements and their successes in implementing Healthcare Equality Index initiatives into their culture. Initiatives in both areas can help patients feel more comfortable in unfamiliar or intimidating environments. The following are insights from the discussed questions.
What are the best practices for IPV screenings during the visit and during follow-ups that promote comfort, confidentiality, and access to needed resources?
- Trauma-informed & culturally sensitive screening approaches: Implementing trauma-informed care (e.g., using educational videos on relationship safety, discreet conversations when a partner is absent) allows patients to discuss sensitive issues without feeling accused or vulnerable. For instance, training staff to ask open-ended questions privately and to use non-accusatory language can create a safe space that encourages honest disclosure.
- Discreet & accessible resource provision: Providing patients with discreet materials, like small cards with contact information for IPV support services, normalizes the distribution of IPV resources without relying on disclosure. Healthcare providers could hand out these resources universally at discharge, similar to educational packets for chronic conditions, ensuring all patients receive support tools without feeling singled out.
- Privacy & confidentiality in screening methods: Maintaining patient privacy through private, in-person conversations or text-based options (avoiding digital logs in shared records) helps protect individuals from potential risk while ensuring that those who disclose abuse can receive immediate support and referrals.
What are quick, affordable changes that providers can make during patient interactions that have the most positive impact on health equity and inclusion?
- Enhanced patient communication & cultural competency: Providers should train staff to use straightforward, culturally relevant language and reduce clinical jargon to establish trust. Additional DEI training focused on local community demographics, such as regional linguistic preferences, can make interactions more sensitive and responsive to diverse patient needs.
- Peer & community-based support: Healthcare organizations should hire community health workers and peer mentors from cultural and socioeconomic backgrounds similar to their patient populations and empower these team members to support patients during and after appointments. Specifically, organizations can implement “peer follow-up” programs, where mentors connect with patients post-visit (particularly in high-need areas like addiction support and post-incarceration transition) to encourage health engagement outside of clinical settings.
- Accessible information & self-service tools: Clinics should provide simple, user-friendly resources for accessing support services, such as cards with QR codes that link to public health directories and provide easy-to-understand instructions. Self-service tools (e.g., private, tablet-based surveys, nutrition-related resources in community clinics) offer patients privacy and autonomy while providing healthcare staff with valuable, actionable insights into patient needs.
What Should Provider Organizations & Vendors Do Going Forward?
To ensure successful SDOH programs, provider organizations need to highly value SDOH initiatives as part of their overall value-based care strategy and ensure stakeholder buy-in. Additionally, provider organizations have the responsibility to drive adoption with needed groups, such as CBOs and ACOs. Vendors need to articulate the value of SDOH programs to the provider organizations and offer strategic guidance on how to most effectively execute SDOH efforts. Together, provider organizations and vendors should bring CBOs in as partners throughout the entire SDOH collaboration to better identify community needs and bridge the technology gap between providers and CBOs.
2024 Points of Light & Wayfinder Recognition
At the end of the summit, KLAS celebrated successful collaborations on SDOH initiatives between payers, provider organizations, vendors, and CBOs (see in-depth case studies in the SDOH Points of Light 2024 report). All collaborators were given the opportunity to present an overview of their project and the achieved outcomes. Summit attendees then selected the top collaborations based on four criteria: (1) the greatest positive impact based on improved outcomes, reduced costs, and enhanced efficiency, (2) scalability, (3) replicability using the same or similar software/resources, (4) and sustainability while maintaining compliance. The three most-selected collaborations received a Wayfinder Recognition; see overviews of their collaborations below.
Attendee-Voted Wayfinder Recognitions
Collaboration #5: Communicating with Maternal Health Patients Between Appointments to Prevent Delivery-Related Complications
Executive summary: In the US, it is common for women to die during or after pregnancy when they are in low-resource settings with limited access to care. There are also other disparities in maternal care. To address these issues, the collaborators in this case study implemented a comprehensive maternal health program that provides personalized care and continuous support for prenatal and postpartum patients. Get Well’s product was used to engage patients via texts and phone calls, and Findhelp’s product was used to connect patients to community resources.
Outcomes: LifeBridge Health has reported increased patient satisfaction and improved patient-progress tracking due to streamlined communication with Get Well and Findhelp, leading to better health outcomes. Healthcare providers can now track patient progress more efficiently and intervene in a timelier manner, contributing to a 23% reduction in preterm deliveries, a 23% decrease in NICU admissions, and a 41% reduction in baby length of stay. These improvements are linked to enhanced symptom checking, kick counting, and early preeclampsia identification. Despite initial concerns, there has been no increase in unnecessary appointments, as patients trust navigators and adhere to healthcare instructions more consistently.
Collaboration #8: Giving Hope to Youth Through Mental Health Support
Executive summary: Following the onset of the COVID-19 pandemic, feelings of hopelessness (as measured by the CDC) increased significantly among high school students in the United States. In 2021, the CDC reported that more than 40% of students felt persistently sad or hopeless. Due to this increase and the fact that caring for a child with a behavioral health condition is a significant expense for families, the collaborators in this case study created a preventive program that identifies and assists at-risk youth and families with SDOH needs.
Outcomes: In the pilot program, 81% of the targeted youth activated their accounts on the platform, enabling early identification of those needing mental health intervention. Screenings revealed that 20% of these youths had low hope scores, with over half not previously identified through school screenings. Additionally, 30% of the youths had caregivers with unmet social needs, and they were then directed to resources for assistance with housing, utilities, and food insecurity. The program aims to reduce behavioral healthcare costs by $2.5–$3.7 million within a year by decreasing incidents of self-harm, ER visits, substance abuse, and inpatient stays among the population of 100,000 youth.
Collaboration #10: Addressing Social Health Disparities Among Medicaid Members
Executive summary: Elevance Health and Findhelp partnered to offer the Social Drivers of Health Provider Incentive program (SDoHPIP) to help standardize the identification of social health disparities among Medicaid beneficiaries (thus standardizing the process of connecting those beneficiaries to community resources) and to offer financial incentives to both providers and CBOs to ensure they can close the loop on needs identification and resource referrals. Using this program and the Findhelp platform, PM Pediatric Care has been able to use their access to Medicaid beneficiaries to connect children with local community resources to help strengthen their social health.
Outcomes: As of August 2024, PM Pediatric Care has screened over 19,000 families and placed over 9,500 referrals. Additionally, more than 420 provider groups outside of PM Pediatric Care have joined the SDoHPIP, completing 40,700 social needs assessments and making 34,500 referrals for Elevance Health’s Medicaid members. Elevance Health and Findhelp are also enrolling CBOs into a network of trusted partners to provide providers with community resources for patient referrals. This initiative aims to enhance the support network available to healthcare providers and their patients.
Summit Attendees
Provider Organizations
Anthony Magliocco
CEO
Protean BioDiagnostics
Charlton Park
CFO
University of Utah Health
Cheryl Moinzadeh
Program Manager
Coordinated Regional Care Group
Christine Rys
HIM Manager
UW Health
Chuck Holt
CEO
Primary Partners Alliance, Alliance for Community Health
Cindy Crabill
Director of Health Promotion & Disease Prevention
Trinity Health
Courtney McCabe
Study Coordinator
University of Utah Health
Cristina Spurlin
Senior Program Consultant of Health Equity
Trinity Health
Elizabeth Zadzielski
Chair of the Department of Obstetrics & Gynecology
Sinai Hospital of Baltimore, LifeBridge Health System
Gene Smith
Community Health Director of SDOH
Intermountain Health
Goodwin McDowell
Director of Growth
OutCare Health
Jacqueline Naeem
Senior Medical Director
PCCI
Karen Thompson
Director of Care Management
Crozer Health
Karlee Kump
Community Health Program Manager
Intermountain Healthcare
Keith Robinson
Associate Professor of Pediatric Pulmonology
University of Vermont Medical Center
Lauren Hamidian
Systems Director of Ambulatory Care Management
PeaceHealth
Luke Harris
Senior Director of Operations & Population Health Management
Children’s Mercy Kansas City
Mikala Ott
Health & Well-Being Associate Product Manager
Castell Health
Peter Shin
Chief Science Officer, Associate VP of Research
National Association of Community Health Centers
Prudence Vincent
Director of Client Operations
Idaho Health Data Exchange
Sebastian Ferro
SDOH Program Coordinator
Saint Peter’s Healthcare System
Suzanne Brundage
Senior Director of Strategic Operations & Value-Based Care
PM Pediatric Care
Tara Long
Director of Care Management
Intermountain Healthcare Primary Children’s Hospital
Tim Ho
Regional Assistant Medical Director of Quality & Complete Care
Kaiser Permanente, Southern California
Tricia Baird
VP of Care Coordination
Corewell Health
Vidya Ayyr
Director of Community Social Impact
Parkland Health
Vendors
Ali Zaman
Senior VP of Marketing
Innovaccer
Brennan Cornell
Consulting Manager
Deloitte
Chelsea King Arthur
VP of Ambulatory Products & Analytics
Get Well
Delaney Boldman
Account Director
Findhelp
Emily Barey
Chief Nurse Evangelist
Epic
Erin Willis
Senior Director of Customer Success
Unite Us
Hemant Gupta
Associate VP
Innovaccer
Howard Haft
Consultant
Haft Healthcare Consulting
Jaffer Traish
COO
Findhelp
James Beem
CEO & Co-Founder
Socially Determined
Leticia Goodman
Customer Success Executive
Unite Us
Matteo Verzola
Software Development Team Lead
Epic
Phil Harker
Chief Growth Officer
GroundGame.Health
Saffron Voskaya
Clinical Development Analyst
Lightbeam Health Solutions
Sara Gallo
Health Equity & Transformation Consultant
Clinical Insighters Consulting
Scott Kronlund
President
Kronlund Consulting
Soy Chen
Chief Data Scientist
Lightbeam Health Solutions
Trevor Anderson
SVP of Client Strategy
Upfront Healthcare
Payer Organizations
Anna Slattery
Provider Interoperability Product Management Principal
Humana
Elizabeth Craig
SDOH Manager
Select Health
Emily LaMaster
Director of Health Equity Strategy
Humana
Howard Brill
SVP of Population Health
Monroe Plan for Medical Care
Jacquelyn Hunt
Health Services Chief of Staff
Cambia Health Solutions
Janelle Matthews
Interoperability Strategy Advisor
Humana
Lezlie Kephart
Lead Product Manager
Humana
Mary Blakeman
Clinical Manager
Cambia Health Solutions
Michael Todaro
COO
Magnolia Health Plan
Community-Based Organizations
Amy Wuest
Director of Health
United Way of Southeastern Idaho
Anne Wolverton
Community Resources Manager
United Way of Treasure Valley
Bill Crim
President & CEO
United Way of Salt Lake
Caitlin McEvilly Rosenbach
Senior Program Manager
National Kidney Foundation of Michigan
Caitlin Schneider
Senior Network Director
United Way of Salt Lake
Dan Chavez
Executive Director
Santa Cruz Health Information Exchange
David Kelly
Retired CBO Executive
Dwight Flinkerbusch
VP
The Cook’s Nook
Eme Martin
Lead Equity, Diversity, and Inclusion Officer
Zero to Three
John Damon
CEO
Canopy Children’s Solutions
Kelleen Zubick
Director of Health Strategies
Share Our Strength
Kelli DeLong
Associate Executive Director
Muskegon YMCA
Kimberly Birdsall
Executive Director
Health Coalition of Passaic County, St. Joseph’s Health
Sandra Carpio
211 Managing Director
United Way of Salt Lake
Tim Jackson
President & CEO
United Way of Treasure Valley
Whitney Stephens
Partnership Director
Promise Partnership Utah
Writer
Carlisa Cramer
Designer
Kath Spencer
Project Manager
Amanda Wind
This material is copyrighted. Any organization gaining unauthorized access to this report will be liable to compensate KLAS for the full retail price. Please see the KLAS DATA USE POLICY for information regarding use of this report. © 2024 KLAS Research, LLC. All Rights Reserved. NOTE: Performance scores may change significantly when including newly interviewed provider organizations, especially when added to a smaller sample size like in emerging markets with a small number of live clients. The findings presented are not meant to be conclusive data for an entire client base.