EHR-based Disease Management Success & Challenges

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EHR-based Disease Management Success & Challenges Geisinger Health System The Disease Management Colloquium Philadelphia, PA May 11, 2006 Mark Selna MD Associate Chief Medical Officer Geisinger Health System

Discussion Topics Background context : EHR use & adoption Background context : Geisinger Health System EHR-based process redesign (operational, clinical) Operational registries All or none process reliability Example : CMS Physician Group Practice Demonstration Project

Guiding Principles Objectives should dictate the measures, not vice-versa Actual performance is less than presumed performance Transformation requires: Vision Intelligence Automation Accountability Leadership

Major Motivators to Implement an EHR Major Motivators to Implement an EHR 89% 85% 81% 76% 68% 67% Improve Clinical Processes Improve Quality of Care Share Clinical Data Improve Patient Safety Remote Access Improve Billing 7 th Annual Survey of EHR Trends & Usage (May 2005; Medical Records Institute)

Major Barriers to Implementing an EHR Major Barriers to Implementing an EHR 57% 40% 39% 34% 33% Poor Funding Unaffordable Technically Too Fragmented Difficult Migration Plan Physicians Unsupportive 7 th Annual Survey of EHR Trends & Usage (May 2005; Medical Records Institute)

Geisinger Health System (GHS) Integrated health care delivery system 670 physician multi-specialty group practice in 42 sites in 41 of 67 PA counties, many rural 3 hospital-based medical centers; Children s Hospital, Level 1 trauma center >2 million in the service area; >350K active primary care patients 250K member health plan A national HIT leader Long-standing EHR installation (Epic) AHRQ-awarded RHIO implementation (w/ 2 community hospitals) Modern Healthcare Magazine / HIMSS CEO IT Achievement Award (2006) Clinical translation (i.e., putting knowledge into practice) Center for Health Research & rural Advocacy Growing clinical trials organization Limited basic science research (Weis Center) Technology transfer and commercialization (Geisinger Ventures)

EHR use (annual) GHS Providers Encounters >1 million office visits >1 million telephone encounters >7 million orders >1 million injections and treatments >200,000 digital radiology studies (w/ remote access) >5,000 concurrent users

EHR use - Referring Physicians Same-day consult reports 188,000 annualized (vs. 152,000 transcribed) E-mail, Fax, U.S. mail Feedback - 85% strongly positive Outreach EHR (to non-ghs providers) >500 physicians, 154 practices, 586 users 10,000 patient s records linked

MyGeisinger (Patient EHR) Adding >2,000 new users per month Primary drivers Information access (esp. lab results) Immunization record printing Prescription renewals Secure messaging >40,000 patient phone calls avoided (per year) Referral requests Prescription renewals Medical advice Self-scheduling 2.5% no-show (versus 5%)

Clinical Quality redesign process Performance Objectives (clinical, operational, financial) Necessary Interventions Operational Flows (human, data) Accountabilities & Alignment Performance Measures (quantitative)

Design & Business Principles Solution Design Outcome Primary considerations: Efficient (better outcomes for less cost) Adaptable (complements existing care processes) Reduces administrative burden Scalable and exportable Satisfying to the customer (patient)

CMS Physician Group Practice (PGP) Demonstration Project Authorized by the Benefits Improvement and Protection Act (BIPA; 2000) Three year project (4/05 3/08) Seeks to determine if a financial incentive provided to large physician group practices (10) will result in improved efficiency and health outcomes 15 Quality Measures (screening, prevention & management) PGPs will continue to be paid on a FFS basis but must bear the cost of all associated infrastructure and/or staffing PGPs are eligible to receive a gain share (80% of the net savings ); 30% of the gain share will be paid based upon having generated the savings; 70% based upon the quality measures

CMS Performance Objectives Financial To decrease the per-beneficiary total medical expense (Parts A, B & D) by more than 2% (as compared to a CMS-determined comparison group) ~ AND ~ Clinical Quality To improve the process compliance and/or outcomes for specific chronic diseases (Type 2 Diabetes, CHF, CAD, HTN, Colon CA, Breast CA)

Clinical Quality Measures Diabetes (applicable in performance years 1-3) Glycemic testing & avoidance of poor control (HgbA1c >9) Hypertension control (BP <130/80) Hyperlipidemia testing & control (LDL <100) Nephropathy screening (urine microalbumin) Retinopathy screening (eye exam) Extremity neurovascular screening (foot exam) Infection prevention (influenza & pneumonia vaccinations) CHF (applicable in performance years 2-3) Left ventricular functional assessment (ejection fraction) Weight monitoring Hypertension screening Patient Education Rx compliance (Beta-blocker, ACE-inhibitor, Warfarin) Infection prevention (influenza & pneumonia vaccinations)

Clinical Quality Measures CAD (applicable in performance years 2-3) Hyperlipidemia testing, treatment & control (LDL <100) Hypertension screening Rx compliance (lipid-lowering, beta-blocker, ACE-inhibitor, anti-platelet) Hypertension (applicable in performance year 3) Hypertension screening & control (BP <140/90) Care planning Colon Cancer (applicable in performance year 3) Colorectal Cancer screening (FOBT q 1yr or Flex Sig q 5yr or DCBE q 5yr or colonoscopy q 10yr) Breast Cancer (applicable in performance year 3) Breast Cancer screening (mammogram)

GHS Assigned Medicare Beneficiaries Demographics Baseline Characteristics ~26,000 Assigned Beneficiaries; 59% Female, 41% Male Utilization 17% of the beneficiaries generated 73% of the aggregate medical expense 26% had >= 3 chronic conditions 22% were hospitalized during the year (9% more than once); 27% of those admissions were for CHF, COPD, CardioResp Failure, Diabetes, and/or Renal Failure inpatient facility costs represented 50% of aggregate medical expense 21% are "disabled-only" (i.e. under 65yo)

Co-morbidity is the norm 45% of Medicare patients have >/= 2 chronic conditions (the top 1/5 of which cost >$25K each per year) Example: the co-morbidity profile for patients with >/=2 congestive heart failure (CHF) admissions includes hypertension (84%), coronary artery disease (75%), diabetes (52%) and COPD (23%) Depression, a commonly under-diagnosed/untreated condition, is co-morbid in 27% of diabetics, 27% of stroke patients and 40-65% of heart attack patients

Case Stratification & Management Clinical/Operational Improvement Cycle Inpatients Ambulatory patient Dataset Apply stratified selection criteria Re-design the Program Performance measurement (population-level) Apply enrollment criteria Perform Needs Assessment Identify condition-specific gaps in care Activate/educate the patient Re-design the patient s POC Performance measurement (patient-level) Scheduled management Urgent management Initiate automated monitoring Develop & communicate the Plan-of-Care (POC)

Operational Registries are not static retrospective profile reports are pre-defined, programmatically-generated lists of patients who are deficient (or will soon be deficient) in any aspect of standards-based care are used to programmatically initiate various interventions (e.g., lab orders, referrals, letters, secure e-mails, etc.) are used to ensure that patients who forget to seek care and/or forget to follow-though don t fall through the cracks

Operational Registry [ example: Chronic Disease Return Visits ] Objective: to automatically identify/contact patients with specific high-risk conditions who have not received accountable periodic follow-up care Monthly Process 1. Automatically identify patients with CHF, COPD or DM who had not had the necessary disease-specific office visit within the last 7 months 2. Automatically generate and mail condition/intervention-specific letters to the identified target population 3. If no response within 2 weeks, perform outbound call to the patient 4. At point-of-scheduling and at point-of-care (primary care sites),utilize standardized reason prompts, documentation templates and structured code sets at all sites of care Results: 50% yield (i.e., appointment rate)

Operational Registry [ example: Pneumococcal vaccination ] 2,500 Patients 2,000 1,500 1,000 Year 2006 Year 2005 Year 2004 Year 2003 Year 2002 500 0 Jan Feb Mar Apr Ma Jun Jul Au Se Oct No Dec

All or none Process Reliability Diabetes bundle Measures HgbA1C measurement HgbA1C control LDL measurement LDL control Blood pressure control Retinal exam Urine (protein) exam Foot exam Influenza immunization Pneumococcal immunization Smoking status Use of ACE/ARB for microalbuminuria/dm nephropathy Use of ACE/ARB for hypertension Patients who receive/achieve ALL of the above Quality Standard Every 6 months < 7 Yearly < 100 < 130/80 Yearly Yearly Yearly Yearly Once Non-smoker Yes Yes Yearly FY07 X X X X X X X X X X

Diabetes management (high performing provider) 30% % of diabetic patients 20% 10% 0 1 2 3 4 5 6 7 8 9 # of components received or achieved

Diabetes management (average performing provider) 25% 20% % of diabetic patients 15% 10% 5% 0% 0 1 2 3 4 5 6 7 8 9 # of components received or achieved

Point-of-Care Decision Support Best Practice Alerts

Challenges generating data sets that are robust, standardized, accurate, structured and accessible developing data capture processes that are efficient, accountable and value-added creating real time decision support that fits the clinical process flow; for providers, care teams and patients Redesigning workflows and data flows to be optimized for full-continuum care (specifically focused on patient-centric home-based care)

Health Care in the 21 st Century During the next decade, the practice of medicine will change dramatically, through genetically based diagnostic tests and personalized, targeted pharmacologic treatments that will enable a move beyond prevention to pre-emptive strategies. Senate Majority Leader, Bill Frist, MD Health Care in the 21 st Century New England Journal of Medicine, Jan. 2005

Contact: mjselna@geisinger.edu