Centralizing Client Level Data Improvements
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1 Centralizing Client Level Data Improvements Using CAREWare: An Atlanta EMA Approach to Maximizing Data Quality Sridevi Wilmore, MPH Center for Applied Research and Evaluation Studies Southeast t AIDS Training i and Education Center Porter Butler, MS Fulton County Government Ryan White Part A Program August 25, 2010
2 Disclosures Sridevi Wilmore, MPH and Porter Butler, MS Have no financial interest or relationships to disclose. HRSA Education Committee Disclosures HRSA Education Committee staff have no financial interest or relationships to disclose. CME Staff Disclosures Professional Education Services Group staff have no financial interest or relationships to disclose.
3 Learning Objectiveses 1. After completion of this institute, participants p will be able to describe activities that can be implemented to enhance the quality of client level data in a centralized database. 2. After completion of this institute, participants will be able to describe the processes required in coordinating and implementing system enhancements. 3. After completion of this institute, participants will understand the challenges in implementing data quality activities and system enhancements for a centralized client level database.
4 Overview e Background System Enhancements Data Quality and Reporting Where are we now?
5 Background
6 Centralization a Fulton County Ryan White Part A Program implemented a centralized data system using CAREWare 4.1 Center for Applied Research and Evaluation Studies (CARES) at SEATEC coordinated the roll-out Fulton County Government IT designed d the system to adhere to internal standards 12 Atlanta EMA providers were migrated to the server using store and forward functionality
7 2009 in the Atlanta a EMA 5 new Ryan White service providers created in the centralized system 17 Ryan White service providers actively entering services in the centralized system 12,224 unduplicated Ryan White clients served
8 Organizational Roles Grantee Providers Fulton County IT Communicate policy and standards Provide system administration and data analysis Assess needs Support infrastructure and system enhancements Provide training and technical assistance Collaborate with other grantees Ensure connectivity Adhere to data and security requirements Request technical assistance as needed Provide input on training and system needs Keep clients informed Design system Maintain system Oversee security Upgrade application Provide input on system improvements
9 Data a System Enhancements e
10 System Design esg Enhancements e Upgrade to SQL 2008 Increased efficiency Test server Testing of new builds Testing of new functionality Provider data import Laboratory data import
11
12 Provider Data a Import Process August 2008 to October 2009 Grantee and test site develop work plan Test site develops internal processes Test site develops PDI Access database Test site locally tests PDI November 2009 to December 2009 Training with HRSA consultant to test PDI on test server Obtain mapping information from test site Preliminary mapping on test server January 2010 to June 2010 Secondary PDI testing on test server Mapping production server PDI production server Test site transmits PDI files routinely
13 Provider Data a Import Successes Screenings = 99 records added Screening Labs = 8,226 records added Labs CD4 = 2,091 records added Viral Load = 946 Medications = 7,082 records added
14 Provider Data a Import Challenges and Lessons Learned Working with the test t site in developing routine processes to obtain and compile data from various internal data systems to produce the PDI database CAREWare upload function allows PDI database to be sent securely from test site to the production server Ensuring that values from test site data systems are mapped to the appropriate values in CAREWare Work collaboratively with data and clinical staff at test site
15 Where eeae are we with laboratory aboaoydaa data import? Upgraded to CAREWare 5.0 Collaborative discussions with LabCorp, jprog, test site Establishing contracts with LabCorp Installation of HyperSend on production server Schedule training with jprog Develop processes with test site
16 Laboratory a o Data a Import Challenges and Lessons Learned Ryan White specific account between laboratory and provider required Legal contracts put in place between laboratory, provider, and Grantee Language includes provider permission allowing laboratory to transmit data to Grantee Transmission of data via HyperSend in a VPN environment Fulton County IT confidentiality non-disclosure agreement required Open TCP/IP port on firewall to allow traffic
17 Data a Quality and Reporting
18 Georgia Ryan White Parts A, B, C, & D CAREWare Sub-Services and Definitions Purpose Consistent and accurate service data capture among Georgia Ryan White service providers Ensures subservice definitions adhere to federal reporting requirements Allows subservice level l analysis across providers Subservice guide finalized April 2008 and revised July 2010
19 RYAN WHITE CORE MEDICAL SERVICES Outpatient/am bulatory medical care Subservice Name Definition Unit Funding Sources Initial Primary Care V isit Comprehensive Primary Care Visit Interim Prim ary Care V isit Acute Primary Care V isit Limited Service Visit Lab Reviews Intensive initial HIV primary care visit for a new client provided by a physician, physician's assistant, or advanced practice registered nurse. Includes chief complaint; history of present illness (HPI); past medical, family, and social history; complete review of systems (ROS); comprehensive physical exam; diagnosis/treatm ent plan; counseling and referrals as appropriate. Intensive HIV primary care visit provided by a physician, physician's assistant, or advanced practice registered nurse. Includes re-enrollment client visit with detailed and updated history; extended or complete ROS; detailed or comprehensive physical exam; diagnosis/treatment plan; counseling and referrals as appropriate. Takes more time than routine interim visit. Routine HIV primary care visit provided by a physician, physician's assistant, or advanced practice registered nurse. Includes routine follow-up of chief complaint and history or problem focused history; review of HIV-related symptoms; routine physical exam; update treatment plan; and counseling and referrals as appropriate. "Sick visit." Client requires prompt evaluation because of new symptoms, acute illness, medication side effects or adverse reaction, or other urgent reason. Usually seen within 24 hours of contacting clinic and seen by the ph y sician, p h y sician's assistant, or advanced practice registered nurse. "Nurse visit." Limited service visits may include immunizations, STI treatments, birth control, blood pressure checks, injections, and TB skin test readings. Phone or face-to-face lab review with provider. Letters to clients are not included. Visit Visit Visit Visit Visit 15 Minutes A,B,C,D A,B,C,D A,B,C,D A,B,C,D A,B,C,D A,B,C,D
20 Agency Funding Document Funding Received Outpatient/ambulatory medical care Possible Funding Initial Primary Care Visit ABCD A,B,C,D Comprehensive Primary Care Visit A,B,C,D Interim Primary Care Visit A,B,C,D Acute Primary Care Visit A,B,C,D,, Limited Service Visit A,B,C,D Lab Reviews A,B,C,D Lab Visit A,B,C,D Medication Pick Up ABC A,B,C Enrollment/Intake/Re-enrollment A,B,C,D Routine HIV/TB Primary Care Visit A,B,C Specialty Care Visit A,B,C, ADAP Stop Gap Prescription A,B,C Primary Care Prescription (non-hiv) A,C Primary Care Client Education A,C
21 CAREWare Contracts and Reporting Part A Grantee Service Providers Report Funded Subservices/ Service Categories Part B, C, and D Review Part A Review AND Provider and Grantees Conference Calls Provider Funding Documents Finalized AND CAREWare Contract Set Up Provider Funding Documents Utilized to Complete RSR Grantee and Provider Reports
22 Quarterly Quality Checks CAREWare custom reports identify data quality issues Created centrally and copied to providers Address all mandatory federal and local data requirements Providers required to run reports quarterly and address identified issues
23 Missing Annual Review e Fields
24 Missing ARV Indication
25 Local CAREWare User Manual Atlanta EMA specific user manual developed in 2009 Highlights new RSR requirements How to use the subservice guide in conjunction with CAREWare financial reports to monitor service data entry and internal processes How to use quality check reports
26 Where eeae are we now?
27 We ve e come a long way!!! Minimized missing values Improved service data entry More accurate capture of services under appropriate service categories Increased compliance with service unit entry Increased data completeness Increased analysis capabilities
28 Next Steps Data Import Implement laboratory data import with test site Implement provider data import with additional providers Quality Checks Develop custom reports specific to HRSA performance measures Revise CAREWare user manual CAREWare 5.0 functionality New quality check reports
29 Questions?????? s
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