Health Care Transformation to Advance Health Equity
Given the wide expansion of value-based payment (VBP) health care transformation models in the United States, VBP can be a useful tool for reducing health inequities and advancing equity goals. VBP models provide additional flexibility to address social needs, structural determinants of health, and social determinants of health, such as services and care coordination that are not typically covered (but may be particularly important) for people experiencing worse outcomes due to socioeconomic status, race, ethnicity, social needs, or other factors. Accordingly, many VBP models are now adopting a more intentional focus on equity. However, evidence suggests that VBP model uptake lags in marginalized populations, and sometimes may exacerbate disparities. Addressing equity through VBP remains a nascent field with diverse approaches, and limited evidence on which approaches work or help avoid undesirable outcomes.
Below is a portfolio of work to inform health policymakers and stakeholders with practical implementation and policy guidance on how to improve health equity through VBP approaches.
Funding and support for this work has generously been provided by the Robert Wood Johnson Foundation, Bass Connections at Duke University, and the Duke-Margolis Center.

ACO REACH And Advancing Equity Through Value-Based Payment, Part 2
William K Bleser, Yolande Pokam Tchuisseu, Humphrey Shen, Andrea Thoumi, Chinmay Amin, Deborah R. Kaye, Mark B. McClellan, Robert S. Saunders, Health Affairs Forefront, May 2022
To inform health policy makers and stakeholders on approaches to achieve equity through VBP, we scanned the literature and reviewed various policy initiatives. We spoke with experts implementing equity-focused VBP models or with expertise on these models. In part 1 of this article, we presented a framework for categorizing the spectrum of approaches we identified for improving equity through VBP model design. We also began discussing the key design elements for explicitly addressing equity in ACO REACH, highlighting examples of how some states and commercial payers have approached those same design elements and identifying additional opportunities for the Innovation Center and other parts of CMS, states, and commercial payers to continue to test ways to embed equity in VBP models. In this second and concluding part of the article, we continue that discussion.

ACO REACH And Advancing Equity Through Value-Based Payment, Part 1
William K Bleser, Yolande Pokam Tchuisseu, Humphrey Shen, Andrea Thoumi, Chinmay Amin, Deborah R. Kaye, Mark B. McClellan, Robert S. Saunders, Health Affairs Forefront, May 2022
To inform health policy makers and stakeholders on approaches to achieve equity through VBP, we scanned the literature and reviewed various policy initiatives. We spoke with experts implementing equity-focused VBP models or with expertise on these models. In this article, we present a framework for categorizing the spectrum of approaches we identified for improving equity through VBP model design. Below and in part 2, we discuss the key design elements for explicitly addressing equity in ACO REACH; highlight examples (and evidence or early lessons, where available) of how some states and commercial payers have approached those same design elements; and identify additional opportunities for the Innovation Center and other parts of CMS, states, and commercial payers to continue to test ways to embed equity in VBP models.

Improving Health Equity for Older People with Serious Illness through Value Based Payment Reform
Vishnukamal Golla, Nancy M. Allen Lapointe, Mina Silberberg, Virginia Wang, Trevor Lentz, Deborah Kaye, Corinna Sorenson, Robert Saunders, Brystana Kaufman, Journal of the American Geriatrics Society, April 2022
This articles provides four key considerations when designing value-based payment models, an increasingly used healthcare payment method for older adults.

The Case For Investment In Mobile Health Care Solutions To Reduce Health Inequities
Keren Hendel, Health Affairs Forefront, April 2022
This article won the AcademyHealth Disparities Interest Group’s student essay contest. Students were asked to write an editorial on any health disparities topic of their choice, with a focus on the specific causes or consequences of disparities and/or solutions with the most potential to reduce disparities. The article was edited by Health Affairs Forefront in conjunction with the author.

Pandemic-Driven Health Policies to Address Social Needs and Health Equity
William K Bleser, Humphrey Shen, Hannah L Crook, Andrea Thoumi, Rushina Cholera, Jay Pearson, Rebecca Whitaker, Robert S. Saunders Health Affairs Policy Brief, March 2022
Stark disparities during the COVID-19 pandemic led to new health policy funding and interventions addressing social needs and social determinants of health to improve health equity. Lessons from these interventions and similar pre-pandemic initiatives can guide policy makers in designing more permanent approaches.

Data Brief: Widened Racial Inequities in Underutilized Medicare Beneficiary COVID-19 Claims Files Illustrate Lifelong Structural Racism Exposure
William K Bleser, Hannah L Crook, Andrea Thoumi, Rushina Cholera, Jay Pearson, Robert S. Saunders, Rebecca Whitaker, Mark B. McClellan, March 2022
This Duke-Margolis data brief uses these Medicare data to study COVID-19 inequities and their upstream causes. We first examine rates of COVID-19 cases and hospitalizations by race and ethnicity. We then compare these differences side-by-side as disparity rate ratios relative to non-Hispanic White beneficiaries. Caseload disparities ballooned into wider-than-expected hospitalization disparities for BIPOC populations. Widened caseload-hospitalization ratios are best described neither as “differences” nor “disparities” but rather as “inequities.”

North Carolina’s COVID-19 Support Services Program: Lessons for Health Policy Programs to Address Social Needs
William K Bleser, Katie M. Huber, Hannah L Crook, Rebecca G. Whitaker, Jasmine Masand, James J. Zheng, Raman Nohria, Michelle J. Lyn, Robert S. Saunders, Milbank Memorial Fund, March 2022
We offer key recommendations to health policymakers (e.g., state health officials, commercial payers) creating or administering health policy programs to address social needs in local populations; our findings are also relevant to frontline implementers of such programs.

Bridging The Health Equity Gap: Strategies To Create An Equitable Health System For Latinx Communities
Andrea Thoumi, Keren Hendel, Sebastian Gutierrez, Nikhil Chaudhry, Viviana Martinez-Bianchi, Health Affairs Forefront, November 2021
The experience of health systems providing COVID-19 testing and vaccinations in partnership with community organizations elucidated equity gaps in care delivery. We describe three key strategies for creating policies that embed health equity principles in their design and implementation to move us closer to an equitable health care system.

Association of Unemployment with Medicaid Enrollment by Social Vulnerability in North Carolina during COVID-19
Paul R. Shafer, David M. Anderson, Rebecca Whitaker, Charlene A. Wong, Brad Wright, Health Affairs, September 2021
This article builds on the limited early evidence of the relationship between the pandemic and health insurance coverage, using county-level unemployment and Medicaid enrollment data from North Carolina, a large state that did not expand Medicaid.

How Are Payment Reforms Addressing Social Determinants of Health? Policy Implications and Next Steps
Hannah L Crook, James Zheng, William K Bleser, Rebecca G. Whitaker, Jasmine Masand, Robert S. Saunders, Milbank Memorial Fund, February 2021
This issue brief summarizes the current landscape of payment reform initiatives addressing SDoH, drawing on results from a systematic review of peer-reviewed and gray literature supplemented with scans of state health policies and proposed payment reform models. It also discusses challenges and opportunities related to implementation — data collection and sharing, social risk factor adjustment (statistical methods for accounting for adverse social conditions associated with poor health), cross-sector partnerships, and organizational competencies — as well as policy implications and next steps so that states and payers can use value-based payment to encourage and promote addressing social needs.

Pediatric accountable health communities: Insights on needed capabilities and potential solutions
Gary Wang, Heather Frank, Taruni Santanam, Erica Zeng, Madhulika Vulimiri, Mark McClellan, Charlene Wong, Healthcare, December 2020
Pediatric accountable health communities (AHCs) are emerging collaborative models that integrate care across health and social service sectors. We aimed to identify needed capabilities and potential solutions for implementing pediatric AHCs. Pediatric AHCs could provide more integrated, high-value care for children. Respondents highlighted the need for shared infrastructure and cross-sector alignment of measures and financing.

Health Equity Should Be A Key Value In Value-Based Payment And Delivery Reform
Sahil Sandhu, Robert S. Saunders, Mark B. McClellan, Charlene A. Wong, Health Affairs Forefront, November 2020
Value-based payment (VBP) structures have the potential to reduce health disparities, and during the pandemic, health care organizations with VBP models have had greater flexibility to effectively pivot their care delivery. However, too few organizations are actively prioritizing equity in their VBP models. We outline three strategies for payers and providers to embrace health equity in VBP design and implementation.
Duke-Margolis Team

Nancy Allen LaPointe
Faculty Fellow, Duke-Margolis Center for Health Policy
Adjunct Associate Professor in the Department of Medicine Faculty
Margolis Core Faculty

William K. Bleser, PhD, MSPH
Research Director, Health Care Transformation for Social Needs and Health Equity
Senior Team Member
Anti-Racism and Equity Committee Member

Nikhil Chaudhry, BA/BS '24
2021 Margolis Intern
Margolis Scholar

Rushina Cholera, MD, PhD
Assistant Professor, Department of Pediatrics and Population Health Sciences
Medical Instructor in the Department of Pediatrics
2020 Intern Mentor
Anti-Racism and Equity Committee Member
Margolis Core Faculty

Katie Huber, MPH
Senior Policy Analyst

Brystana Kaufman, MSPH, PhD
Assistant Professor, Population Health Sciences
Margolis Core Faculty

Deborah Kaye, MD
Assistant Professor of Surgery
Margolis Core Faculty

Trevor Lentz, PhD
Assistant Professor in Orthopaedic Surgery
Margolis Core Faculty

Mark McClellan, MD, PhD
Director of Margolis Center
Robert J. Margolis, MD, Professor of Business, Medicine and Policy
Margolis Executive Core Faculty

Jasmine Masand, (MPP '21)
Anti-Racism and Equity Committee Member

Sahil Sandhu
2020 Margolis Intern

Robert Saunders, PhD
Senior Research Director, Health Care Transformation
Adjunct Associate Professor
Senior Team Member
Margolis Core Faculty

Mina Silberberg, PhD
Associate Professor in Family Medicine and Community Health
Margolis Core Faculty

Corinna Sorenson, PhD, MHSA, MPH
Faculty Director of Undergraduate and Graduate Studies
Senior Advisor and Founding Director, Margolis Scholars Program
Assistant Professor in Population Health Sciences and Public Policy
Margolis Core Faculty
Anti-Racism and Equity Committee Member

Andrea Thoumi, MPP, MSc
Area Lead, Community Health and Equity
Faculty Director of Health Equity Educational Programming
Senior Team Member
Anti-Racism and Equity Committee Member
Core Faculty Member
Adjunct Assistant Professor
2020 Intern Mentor

Rebecca Whitaker, PhD, MSPH
Research Director, North Carolina Health Care Transformation
Senior Team Member
Anti-Racism and Equity Committee Member

Virginia Wang, PhD
Associate Professor in Population Health Sciences
Margolis Core Faculty

Charlene Wong, MD, MSHP
Assistant Professor of Pediatrics
Margolis Core Faculty
2020 Intern Mentor

James Zheng
2020 Margolis Intern
2021 Margolis Intern