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Primary Health Care Systems (Primasys) : Case Study From Mexico
Primary Health Care Systems (Primasys) : Case Study From Mexico
(PRIMASYS)
Case study from Mexico
Abridged Version
WHO/HIS/HSR/17.3
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1 Proyecciones de la población 2010–2015. Consejo Nacional de Población (http://www.conapo.gob.mx/es/CONAPO/Proyecciones, accessed 25 May 2017)
2 World urbanization prospects: the 2014 revision. Population Division of the Department of Economic and Social Affairs, United Nations (https://esa.un.org/unpd/wup/,
accessed 20 June 2017).
3 To facilitate identification, all initials of Mexican institutions are provided as they are originally written in Spanish.
4 Medición de la pobreza en México: resultados de pobreza en México 2014 a nivel nacional y por entidades federativas. Consejo Nacional de Evaluación (http://www.coneval.
org.mx/Medicion/Paginas/PobrezaInicio.aspx, accessed 25 May 2017).
5 Boletín de información estadística 2014–2015. Secretaria de Salud (http://www.dgis.salud.gob.mx/descargas/pdf/Boletxn_InformacixnEstadxstica_14_15.pdf, accessed 25 May 2017).
Case study from Mexico
a. World urbanization prospects: the 2014 revision. Population Division of the Department of Economic and Social Affairs, United Nations (https://esa.un.org/unpd/wup/,
accessed 20 June 2017).
b. Sistema de información de los Objetivos de Desarrollo del Milenio (http://www.objetivosdedesarrollodelmilenio.org.mx/odmING.htm, accessed 25 May 2017).
c. Boletín de información estadística 2014–2015. Secretaria de Salud (http://www.dgis.salud.gob.mx/descargas/pdf/Boletxn_InformacixnEstadxstica_14_15.pdf, accessed
12 March 2017).
4
Primary Health Care Systems (PRIMASYS)
1976
Coverage Extension Programme
An effort of the Ministry of Health to 1997
bring essential health care services to PROGRESA Coverage
2003
rural communities Extension Programme
Social Protection for Health
Cash transfer programme geared
System
1985 to schooling of children and
1. Financial protection offering
Constitutional reform attendance to periodic health
voluntary public health insurance 2012
Recognition of citizens’ right care visits
to the population without social PHC Services Observatory
to receive health protection security Report on PHC units quality
and replacement of the 2. Health provision for health improvement opportunities
old Sanitary Code by the prevention and promotion
General Health Law
1996 2006
Health services decentralization Health Promotion
1. Decentralization of health services for Operational Model
1979 uninsured population This model defines 2015
IMSS-COPLAMAR 2. Creation of the states health services the basis for health Comprehensive
This programme 3. Extension of coverage promotion Health Care Model
emphasized preventive 4. Improvement of efficiency and quality The model placed PHC
health activities based through sector coordination as the most important
on community work to strategy for health care
promote development in Mexico
5
Case study from Mexico
Governance
The Mexican health system (Figure 2) is a segmented and under the Institute for Social Security and Services for State
fragmented system with both public and private sector Workers (ISSSTE); as well as the employees of the national
participation. The public sector is responsible for the oil company (PEMEX), of the Ministry of Defence, through
health care of both the beneficiaries of the social security the Social Security Institute for the Mexican Armed Forces
institutions and the population without social security, (ISSFAM), and of the Marine Secretariat (SEMAR), including
which is covered by the System of Social Protection in their families. On the other hand, the private sector offers
Health.6 Health care in the latter case is the responsibility health care to very diverse populations – from people
of its executive arm, Popular Health Insurance, which lacking employment in the formal sector of the economy
is provided by the Ministry of Health, the State Health to the wealthiest populations. All of them buy a range
Services (SESA) and the Prospera Social Inclusion of health care services of varying cost and quality from
Programme. Besides health care, the social security private medical offices, clinics, hospitals and insurance
institutions also offer other social advantages, such as companies.7,8
retirement insurance. These institutions cover the formal
private sector employees and their families, under the In terms of organizational structure, the Ministry of Health
Mexican Social Security Institute (IMSS); the employees does not include any high-level office or department
of the federal and state governments and their families, specifically responsible for primary health care (PHC).
Federal States
Government Employers’ Workers’ Govt Govt
Individuals Employers
contribution contribution contribution contribution contribution
Popular
FUNDS
health Private
insurance insurance
companies
6 Bonilla-Chacín ME, Aguilera N. The Mexican social protection system in health. Universal Health Coverage Studies Series (UNICO) No. 1. Washington (DC): World Bank; 2013.
7 Nava-Zarate N, Orellana-Centeno M, Orellana-Centeno JE, Onofre-Quilantan MG. Comparación de los sistemas de salud de México y de España. Salud en Tabasco 20131928-
36 (http://www.redalyc.org/articulo.oa?id=48727474007, accessed 25 May 2017).
8 Gómez-Dantés O, Sesma S, Becerril VM, Knaul FM, Arreola H, Frenk J. The health system of Mexico. Salud Pública de México. 2011;53(Suppl. 2):S220–32.
6
Primary Health Care Systems (PRIMASYS)
Nevertheless, two general directorates (third hierarchical services is elaborated.11 ISSSTE also lacks an explicit PHC-
level) are in charge of the organization of relevant aspects linked office. Nevertheless, the Subdirectorate for Health
of PHC and, most importantly, the implementation of Promotion and Disease Prevention, which is part of the
the Comprehensive Health Care Model (MAI). First, the Medical Directorate, does have an Office of Family Medical
General Directorate for Health Promotion, under the Care Services. This office is responsible for the first-level
Undersecretary for Integration and Development of services network, and well as for family medical care
the Health Sector, is responsible for a series of specific services. In addition, another office is responsible for the
action programmes directly linked with PHC, namely prevention of chronic degenerative diseases, and another
health promotion, social determinants of health, healthy department is in charge of the regional and local health
communities and environments, food and physical activity. systems.12 The organizational structure of PEMEX includes
Likewise, the General Directorate for Health Planning and the Administration for Preventive Medicine, in which are
Development includes structures that are responsible located the Prevention Unit and the Subadministration
for outpatient health care, extending coverage, planning for Preventive Medicine. Within the latter, the Department
health services networks, planning services exchange for Primary Prevention and Community Action and the
and even traditional medicine.9 In 2012 the Primary Department for Secondary Prevention and Assistance are
Health Care Services Observatory reported on the overall mandated to perform PHC-linked activities. In relation
conditions of PHC units, identifying opportunities and to the public sector, consideration must also be given to
strategies to improve the quality of PHC.10 health services for the members of the armed forces and
marine services and their families. Even though each one
As an expression of the federal character of the country, of these institutions includes particular organizations and
the autonomy of each SESA creates a wide range of systems related to health care in general, the available
modalities for PHC provision adapted to each state. As information regarding their organizational structure is not
in the Federal Ministry of Health, each SESA includes sufficiently clear to distinguish any entities specifically
several entities with PHC responsibilities. However, responsible for PHC.13
except in the SESA in the states of Puebla and Michoacán,
they seldom include offices with explicit links to PHC. A Finally, while there is no structured policy or complete
search for similar departments in the rest of the country information on the role of the private sector in relation to
only identifies subdirectorates for health promotion and PHC, this sector certainly plays a relevant role in offering
disease prevention in Quintana Roo, prevention and first-contact health care to the population, even to those
promotion departments in Hidalgo, and first-level services who benefit from other forms of health coverage. As an
and health promotion regulation departments in Morelos. example, using outpatient care as a proxy for PHC, the
present study found that, in a context in which around
Concerning IMSS – the provider of health care for the formal 40% of the out-of-pocket spending of families is used to
private sector workers and their families – the Directorate pay for private medical consultations, between 2000 and
for Health Care Services Provision includes a Primary 2012, the proportion of all kinds of health-related out-of-
Health Care Unit. This directorate is divided into three pocket spending increased from 31% to 38.9%.
coordination offices: one responsible for comprehensive
health care at the primary care level; one responsible for
occupational health, which is focused on employment; and
one responsible for epidemiological surveillance, linked to
the diagnosis of public health from which the portfolio of
9 Manual de organización específico de la Dirección General de Planeación y Desarrollo en Salud. Secretaría de Salud, México; 2012 (http://www.salud.gob.mx/unidades/
transparencia/UNIDAD_DE_ENLACE_POT/Politica_de_Transparencia/Temas_TransparenciaFocalizada/MOE/DGPLADES.pdf, accessed 29 May 2017).
10 Observatorio de los servicios de atención primaria 2012. Dirección General de Evaluación del Desempeño. Secretaría de Salud, México; 2013 (http://www.dged.salud.gob.
mx/contenidos/dess/descargas/upn/OSAP_2012.pdf, accessed 29 May 2017)
11 Instituto Mexicano del Seguro Social: estructura orgánica operativa. Instituto Nacional de Transparencia, Acceso a la Información y Protección de Datos Personales (http://
portaltransparencia.gob.mx/pot/estructura/showOrganigrama.do?method=showOrganigrama&_idDependencia=641, accessed 18 April 2017).
12 Manual de organización general del Instituto de Seguridad y Servicios Sociales de los Trabajadores del Estado. México: Instituto de Seguridad y Servicios Sociales de los
Trabajadores del Estado; 2010 (http://normateca.issste.gob.mx/webdocs/X8/201103312204482488.pdf?id=002708, accessed 21 April 2017).
13 Manual de organización de la Subdirección de Servicios de Salud y Unidades Operativas. Dirección Corporativa de Administración. México: Petróleos Mexicanos; 2007
(page 30) (http://www.pemex.com/servicios/salud/NormatecaServiciosdeSalud/Normateca/mo_sss_oct_07.pdf, accessed 15 April 2017).
7
Case study from Mexico
Financing
In 2014, the total health expenditure in Mexico was a percentage of total health expenditure (PHCE%) is
US$ 124 410 million (purchasing power parity = 8.002),14 determined by the following formula:
equivalent to 5.78% of its GDP, while public spending
represented 52.62% of this amount (US$ 65 467 million). outpatient curative care expenditure
As stated, funding for this expenditure comes from both (HC.1.3)+preventive care expenditure (HC.6)
the public and private sectors. In this analysis we will only PHCE%= x 100
consider the public expenditure on PHC. total health expenditure (H)
8
Primary Health Care Systems (PRIMASYS)
Figure 3. Percentage of public expenditure destined to primary health care, by source of financing, Mexico, 2014
Note: Does not include medical and nurse students in practice; includes personnel from IMSS, ISSSTE and Ministry of Health.
Source: Human resources information from DGIS, 2016.
Physicians Nurses
2013 2014 2015 2013 2014 2015
Institution n % N % n % n % n % n %
Ministry of Health 36 803 49 40 806 50 41 893 45 37 893 52 37 893 51 37 893 46
ISSSTE 10 171 13 11 354 14 11 193 12 10 090 14 10 330 14 10 532 13
IMSS 28 854 38 29 321 36 40 010 43 25 106 34 25 366 34 34 514 42
9
Case study from Mexico
18 Prestación de servicios de salud: definición de un paquete de beneficios equitativo y fortalecimiento de la atención primaria. In: Estudios de la OCDE sobre los Sistemas de
Salud: México 2016. Paris: OECD Publishing (http://dx.doi.org/10.1787/9789264265523-7-es, accessed 25 May 2017).
19 Plan Nacional de Desarrollo 2013–2018. México, Gobierno de la República; 2013 (http://www.cmic.org.mx/comisiones/sectoriales/infraestructurahidraulica/PND_PLAN_
NAL_DESARR/PND-introduccion.pdf, accessed 25 May 2017).
20 Consejo Nacional de Evaluación de la Política de Desarrollo. Informe de la Evaluación Específica de Desempeño 2014–2015. México: Secretaría de Desarrollo Social; 2015
(http://www.coneval.org.mx/Evaluacion/Documents/EVALUACIONES/EED_2014_2015/SEDESOL/S072_PROSPERA/S072_PROSPERA_IE.pdf, accessed 7 June 2017)
21 Consejo Nacional de Evaluación de la Política de Desarrollo. Programa IMSS-Oportunidades. México: Secretaría de Desarrollo Social – Instituto Mexicano del Seguro Social;
2015 (http://www.coneval.org.mx/Informes/Evaluacion/Ficha_Monitoreo_Evaluacion_2013/IMSS-OPORTUNIDADES/19_S038.pdf, accessed 7 June 2017)
10
Primary Health Care Systems (PRIMASYS)
• strengthen the sanitary jurisdictions as technical and services, to manage intersectoral participation in order to
management units for the coordination of the territorial address social determinants of health in each region, and
systems in order to survey the quality of PHC and thus to articulate outpatient medical care.24
guarantee access to health benefits;
• strengthen networks of facilities to ensure the provision The General Health Council is a collegiate organization
of standardized services for health promotion, disease with sanitary authority responsibilities. Several articles
prevention, health care, disease management, of the Mexican Constitution and the General Health
rehabilitation and palliative care, taking into account Law support the council as the main coordination and
cultural and social dimensions and emphasizing regulation entity of the National Health System. It is
outpatient care, with particular emphasis on PHC; integrated with the Secretary of Health; the directors
• develop the competences and capacities of human of the National System for the Integral Development of
resources and ensure their even distribution throughout Families and of the National Science and Technology
the country while adjusting them to local community Council; the medical directors of IMSS and ISSSTE; and
and geographical circumstances, with special attention representatives from the academic institutions related
to the professionalization of multidisciplinary groups in to the health sector.25 The functions of the council in the
charge of outpatient care; domain of PHC include (a) elaboration, dissemination and
• define the population and geographical realms of update of the basic catalogue of inputs for the primary
responsibility in such a way that each person or family health facilities, in coordination with the Ministry of
will be assigned to a services network cognizant of and Health and the other public institutions; (b) elaboration,
able to cater for their health needs. publication and update of the generic drugs catalogue;
and (c) establishing actions for quality assessment and
certification of medical care facilities by defining standards
Regulatory process for the PHC certification of clinics.26,27
Health system stewardship depends on the federal The National Health Council, which includes the directors
government through the Ministry of Health, which is the of all the SESAs, was created in 1986 to coordinate
main organization responsible for strategic planning, programming, budgeting and evaluation of public
intersectoral coordination, sanitary regulation and health. Following its reorganization in January 1995,
evaluation of institutions, programmes, policies and services the National Health Council became the permanent
in the health sector. Regulation of provision is simultaneously coordination mechanism between the federal and
a responsibility of the federal government and of each state governments to support the health services
state’s ministry of health. Civil society organizations and decentralization process. Among its main functions are
professionals collaboratively conduct regulation of health the establishment of recommendations to unify criteria
care.22,23 At the state level, sanitary jurisdictions are the to attain the goals of public health programmes; the
technical and management units responsible for the promotion of priority health programmes in the states;
coordination of territorial systems based on PHC. Their and proposing complementary financing strategies for
objective is to guarantee quality of care and access to health public health.28,29,30,31
22 Nava-Zarate N, Orellana-Centeno M, Orellana-Centeno JE, Onofre-Quilantan MG. Comparación de los sistemas de salud de México y de España. Salud en Tabasco 20131928-
36 (http://www.redalyc.org/articulo.oa?id=48727474007, accessed 25 May 2017).
23 Gómez-Dantés O, Sesma S, Becerril VM, Knaul FM, Arreola H, Frenk J. The health system of Mexico. Salud Pública de México. 2011;53(Suppl. 2):S220–32.
24 Modelo de Atención Integral de Salud (MAI). Secretaria de Salud, Dirección General de Planeación y Desarrollo en Salud. México; 2015 (http://www.gob.mx/cms/uploads/
attachment/file/83268/ModeloAtencionIntegral.pdf, accessed 25 May 2017).
25 Soberón Acevedo G. El cambio estructural en la salud. Estructura y funciones de la Secretaria de Salud: del sector salud y del sistema nacional de salud. Salud Pública de
México. 1987;127–40.
26 Diario Oficial de la Federación, 11 diciembre de 2009. México: Reglamento Interior del Consejo de Salubridad General; 2009.
27 Sistema Nacional de Certificación de Establecimientos de Atención Médica: estándares para la certificación de clínicas de atención primaria y consulta de especialidades.
Consejo de Salubridad General; 2015.
28 Consejo Nacional de Salud. Secretaria de Salud; 2017 (http://www.cns.salud.gob.mx/contenidos/1_informaciongeneral.html, accessed 25 May 2017).
29 Soberón Acevedo G. El cambio estructural en la salud. Estructura y funciones de la SecretarIa de Salud: del sector salud y del sistema nacional de salud. Salud Pública de
México. 1987;127–40.
30 Consejo Nacional de Salud: información general. Secretaria de Salud (http://www.gob.mx/salud/acciones-y-programas/consejo-nacional-de-salud, accessed 25 May 2017).
31 Acuerdo por el que se establece la integración y objetivos del Consejo Nacional de Salud.DOF 27/01/2009. México; 2009.
11
Case study from Mexico
According to the Strategic Project for Sanitary Jurisdictions, satisfaction surveys among patients of public facilities,
1989, the sanitary jurisdictions are responsible for the there is no autonomous agency capable of collating state-
coordination of the local health systems at the state level data. To estimate several indicators of outpatient
level. This project’s main objectives were (a) to promote care in Mexico it is necessary to gather data from different
expansion of health services coverage, with emphasis on sources, including:
PHC; (b) to contribute to the quality and productivity of • demographic events registration
health services; and (c) to promote the decentralization • population and housing census
of resources and decision-making at the local level.32 • ordinary registries of health services
The sanitary jurisdictions are responsible for planning and • epidemiological surveillance data
assessing health services based on uniform, systematic • sample-based surveys (population surveys)
operations in order to guarantee quality of care in the • disease registration
first-level units, according to the guidelines of national • other data sources from different sectors (economic,
and state health programmes.33 Their functions are (a) to political, social welfare).
organize the medical care and public health actions
according to the norms (Law on Social Protection in Since 2000, Mexico has developed initiatives to assess
Health, last reform, 2011, provision of health care services, health system performance, with the help of the World
last reform, 2016, and other guidelines and norms issued Health Organization. Multiple indicators have been used
by the Ministry of Health); (b) to review quality standards in to assess the performance of health systems. In this
the primary health facilities; (c) to support the elaboration process, Mexico has developed a monitoring system for
of the health situation analysis and programmes; (d) to external consultation units and outpatient services using
coordinate social participation in the local health system; a number of indicators, including: 34
and (e) to support surveillance of the sanitary operation • average consultation per medical office
and functioning of health care facilities.24 Nevertheless, • percentage of pregnant women enrolled in the first
sanitary jurisdictions only encompass health services trimester
provided by the Ministry of Health and SESA, while • average of prenatal consultations
health care provision at IMSS, ISSSTE and the other public • percentage of consultations for acute respiratory
institutions responds to the criteria and guidelines put in infection
place by other organizations. • percentage of controlled hypertensive patients.
32 Fortalecimiento de los sistemas locales de salud: Proyecto de Desarrollo de Jurisdicciones Sanitarias. Dirección de Desarrollo de Sistemas Locales de Salud. Salud Pública de
México. 1994;36(6):673–93.
33 Manual de funcionamiento de las jurisdicciones sanitarias del ISEM. Gobierno del Estado de México, Secretaria de Salud; 2015.).
34 Manual de indicadores de servicios de salud. Secretaría de Salud (http://www.dged.salud.gob.mx/contenidos/dess/descargas/ind_hosp/Manual-ih.pdf, accessed 25 May 2017
12
Primary Health Care Systems (PRIMASYS)
13
Case study from Mexico
Authors
National Institute of Public Health,
Centre for Health Systems Research:
Jacqueline Alcalde-Rabanal
Victor Becerril Montekio
Julio Montañez-Hernandez
Olga Espinosa-Henao
Rafael Lozano
Luis García-Bello
Elliot Lagunas-Alarcon
Alejandro Torres-Grimaldo
14
This case study was developed by the Alliance for Health Policy and Systems Research, an international partnership hosted by the
World Health Organization, as part of the Primary Health Care Systems (PRIMASYS) initiative. PRIMASYS is funded by the Bill & Melinda
Gates Foundation, and aims to advance the science of primary health care in low- and middle-income countries in order to support
efforts to strengthen primary health care systems and improve the implementation, effectiveness and efficiency of primary health care
interventions worldwide. The PRIMASYS case studies cover key aspects of primary health care systems, including policy development
and implementation, financing, integration of primary health care into comprehensive health systems, scope, quality and coverage
of care, governance and organization, and monitoring and evaluation of system performance. The Alliance has developed full and
abridged versions of the 20 PRIMASYS case studies. The abridged version provides an overview of the primary health care system,
tailored to a primary audience of policy-makers and global health stakeholders interested in understanding the key entry points
to strengthen primary health care systems. The comprehensive case study provides an in-depth assessment of the system for an
audience of researchers and stakeholders who wish to gain deeper insight into the determinants and performance of primary health
care systems in selected low- and middle-income countries.