Service Delivery

A model intervention to improve primary health care for adults with developmental disabilities.

Moss et al. (2008) · Intellectual and developmental disabilities 2008
★ The Verdict

Package a doctor toolkit, health advocate, and Medicaid liaison to cut unmet medical needs for adults with DD.

✓ Read this if BCBAs serving adults with DD who visit community doctors.
✗ Skip if Clinicians looking for an already-tested protocol with outcome data.

01Research in Context

01

What this study did

Moss et al. (2008) drew a four-part plan for better doctor visits for adults with developmental disabilities.

The plan adds a health-care toolkit, trained health advocates, and Medicaid case managers to regular clinics.

The authors did not test the plan with patients; they only described how it should work.

02

What they found

Stakeholders liked the idea and said it felt useful.

No patient data were collected, so real outcomes are still unknown.

03

How this fits with other research

Storch et al. (2012) later showed kids with any DD have far more medical problems and unmet needs than peers. That hard numbers gap gives the 2008 plan its reason to exist.

Ghanouni et al. (2026) asked Canadian teens and parents what helps during the move to adult care. They named the same three pieces Kathryn proposed: clear info, community links, and one point-person to coordinate.

Friedman (2018) found most states allow participant direction in IDD waivers but expect almost no one to use it. This looks like a clash—Kathryn wants strong Medicaid coordination while Carli shows states barely fund choice. The gap is timing: the 2008 model imagines an ideal team, but 2018 data reveal the under-funded reality you must fight today.

04

Why it matters

You can borrow the four-part frame today: give the primary doctor a one-page DD toolkit, assign a trained advocate to each patient, and link the Medicaid service coordinator to the clinic. Start small—one clinic, one advocate—and track missed appointments or ER visits to see if the plan works in your caseload.

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Email one local clinic a free DD visit toolkit and offer to sit in as an advocate for your first client.

02At a glance

Intervention
not applicable
Design
theoretical
Population
developmental delay
Finding
not reported

03Original abstract

Recently, a great deal of attention has been paid to the health needs of individuals with developmental disabilities and the significant difficulties they face in accessing appropriate health care services (Nehring, 2005; Parish, Moss, & Richman, in press). Significantly less attention has been paid to interventions intended to help adults with developmental disabilities obtain needed health care (Kastner & Walsh, 2006; Lennox et al., 2004).We reviewed the research literature and used our review to develop a model to help adults with developmental disabilities access primary health care in their communities. The model was designed for adults with developmental disabilities who have severe communication difficulties, who are unable to advocate for their own health care needs, and whose health care is paid for by Medicaid. Unfortunately, we were unable to fully implement and evaluate the model because of a large reorganization of human services in North Carolina. Nevertheless, most of the public and private stakeholders with whom we partnered to develop this model were impressed by it and excited about its potential. Thus, our goal here is to describe the rationale for the model, its four components, and lessons we learned from initial efforts to implement it.Our model, which we call the North Carolina Primary Healthcare for Adults with Developmental Disabilities (NC PHAADD) model, is in large part, based on four premises drawn from literature and practice. First, treating individuals with developmental disabilities is often difficult for physicians, most of whom have little training and experience in treating members of this population (Rubin & Crocker, 2006). Second, many services and activities related to health care, such as helping persons with communication difficulties and their physicians understand one another during medical appointments and monitoring individuals' health conditions at home, can be provided by nonphysician professionals, family members, residential staff, and other individuals who support adults with developmental disabilities (Lennox et al., 2004). Third, written guidelines and checklists can help support individuals know when medical attention is needed (Massachusetts Department of Mental Retardation, n.d.). Fourth, a well-organized medical record brought to all office visits can help keep physicians abreast of current health issues and assist them in providing the best possible care (Lennox et al., 2004).Several interventions have been tried previously to help adults with developmental disabilities obtain appropriate health care; these interventions also helped guide the development of our model. A 5-year medical diary that contained medical records and other personal information, brought by adults with intellectual disabilities to medical appointments, was found promising in improving communication with physicians and increasing patients' involvement in their health care (Lennox et al., 2004). An educational tool intended to accompany the medical diary also appeared promising in teaching health advocates how to prepare individuals with developmental disabilities for medical visits (Lennox et al., 2004). A primary care service model that included a strong care-management component and took advantage of Medicaid managed-care funding appeared effective in providing adults with developmental disabilities with a primary care “medical home” and specialized managed care–case management (Kastner & Walsh, 2006).We designed our model to improve access to appropriate medical services for adults with developmental disabilities. This goal is accomplished through four types of activities: (a) helping family members, residential staff, or other support individuals recognize when medical care is needed; (b) facilitating communication between these individuals and health care providers during and between medical visits; (c) providing care management for adults with developmental disabilities who are Medicaid recipients and have high-risk medical conditions; and (d) coordinating services and supports provided by the pertinent health care and developmental disabilities public agencies.Our model consists of four components, which are adaptations of the promising interventions identified in the literature (Kastner & Walsh, 2006; Lennox et al., 2004). The components consist of a health care tool kit, the use of health advocates, medical care management, and coordinating health care and developmental disabilities services.We developed a Healthcare Tool Kit by adapting materials from the Massachusetts Department of Mental Retardation (n.d.). Our Tool Kit (available on request) contains information about common health risks and conditions and a health-record form on which to record an individual's medical and social history. It provides forms and checklists to help family members, direct support staff, developmental disabilities case managers, and medical providers identify and communicate health care needs and appropriate treatments. Tool Kit forms and checklists are to be regularly updated and brought to all medical encounters.The small amount of literature published on health advocacy suggests that, for people with disabilities who are unable to speak, unable to understand others, or unable to be understood by others, a “health advocate” appears promising (Lennox, 2004). The health advocate can be a family member, residential staff person, or other trusted individual who spends enough time with the adult to recognize changes in his or her health status. Health advocates are trained to make timely medical appointments, to assist during clinical encounters, to help with activities such as monitoring health status changes outside the health care setting, and to communicate care recommendations to other caregivers.To remain healthy and avoid unnecessary hospitalizations, many adults with developmental disabilities need help managing their chronic illnesses. Our model provides this help by access to medical care managers working within the Medicaid managed-care program. Medicaid managed-care programs typically use care managers for patient groups who are deemed at risk for high rates of service use and high costs, such as those with diabetes and heart conditions. Care managers typically coordinate the interactions between the patient and physicians and other health services, provide education and training to patients and families, help schedule appointments, arrange for special equipment, facilitate transportation, and, in some cases, provide actual care (Kastner & Walsh, 2006).In our model, we sought to coordinate the services of developmental disabilities case managers and Medicaid care managers. The model requires both case and care managers to share information about clients' health and service needs, to consult and coordinate with one another, and, together, to recognize and fill gaps in care. We also hope that getting Medicaid care managers to focus on people with developmental disabilities will, in turn, help educate and build interest among their physician colleagues in treating members of this population.Although we have not yet been able to fully test our model, we have learned enough through our 2-year trial to recommend changes for state policymakers interested in improving health care access of adults with developmental disabilities. Developmental disabilities case managers play the central role in coordinating most nonmedical services received by people with developmental disabilities, and they should be required to incorporate health care needs within person-centered and other individualized service plans. These case managers should be fully and effectively trained to use tools like those in our health care Tool Kit to help them recognize heath care needs and know how to interface with Medicaid care managers.Interventions need to be developed and rigorously tested to help Medicaid care managers recognize and work with adults with developmental disabilities who have common health conditions like hypertension, diabetes, and obesity. After effective protocols are developed, Medicaid care managers should be trained in their use.Formal mechanisms should be instituted to require information sharing and service coordination between developmental disabilities case managers and Medicaid care managers. Case–care managers who share responsibility for serving the same individual must be brought together in joint orientation and training sessions. Furthermore, formal mechanisms should be established for referring individuals with developmental disabilities who need medical care management.The ongoing deinstitutionalization movement means that adults with developmental disabilities principally rely on community-based services and care. States should proactively adopt policies, fund programs, and support research that facilitates individualized, coordinated health care for community-dwelling adults with developmental disabilities. The elements and approaches of our model are a promising start.

Intellectual and developmental disabilities, 2008 · doi:10.1352/2008.46:390-392