Medical Records Review & Retrieval

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Healthcare Effectiveness Data Information Set (HEDIS) Medical Records Review & Retrieval Measuring quality of care and services provided to our members! Date: November 16, 2016 Partnership HealthPlan Presenter: Anne Gulley, HEDIS Project Coordinator Ciox Health Presenter: Julie Vance, National Account Manager

Webinar Instructions

Webinar Instructions All participants have been muted to eliminate any possible noise interference/distraction. If you have a question or would like to share your comments during the webinar, please type your question in the question box or click on the raised hand icon.

Objectives Overview of PHC HEDIS reporting HEDIS 2017 Measurement Set Ciox Health HEDIS Records Retrieval Contacts & Resources Q&A

HEDIS Overview What is HEDIS? Introduced by the NCQA in 1996 Healthcare Effectiveness Data and Information Set Standardized measurement tool to evaluate quality of care Why is HEDIS Important? Identify targeted quality improvement opportunities Performance is publicly reported Regional reporting is required by DHCS

HEDIS Reporting Regions Northeast: Lassen, Modoc, Siskiyou, Trinity, Shasta Northwest: Humboldt, Del Norte Southeast: Solano, Yolo, Napa Southwest: Sonoma, Marin, Mendocino, Lake

2017 HEDIS Measurement Two HEDIS Measure Types: Administrative Measures Report rates for the entire eligible population e.g. Monitoring Patients on Persistent Medications (MPM) Hybrid Measures Report rates for a sample of the eligible population E.g. Weight Assessment & Counseling for Nutrition & Physical Activity for Children & Adolescents (WCC)

What s New for HEDIS 2017? New measures Asthma Medication Ratio (AMR) Breast Cancer Screening (BCS) Clinical Screening for Depression and Follow-up (CDF) Changes Eliminating BMI percentile WCC Eliminating Digoxin indicator MPM HPV immunization for males/females added to IMA Partnering with Ciox Health (formerly ECS) for medical records collection

HEDIS 2017 Measures Administrative Measures All-Cause Readmission (ACR) Hybrid Measures Cervical Cancer Screening (CCS) Ambulatory Care (AMB) Childhood Immunization Status (CIS Combo 3) Annual Monitoring for Patients on Persistent Medications (MPM ACE/ARB, Diuretics) Avoidance of Antibiotic Treatment in Adults with Acute Bronchitis (AAB) Breast Cancer Screening (BCS) Children & Adolescents Access to Primary Care (CAP) Asthma Medication Ratio (AMR) Use of Imaging Studies for Low Back Pain (LBP) Comprehensive Diabetes Care (CDC) Controlling High Blood Pressure (CBP) Immunizations for Adolescents (IMA/HPV) Prenatal and Postpartum Care (PPC) Screening for Clinical Depression & Follow-up Plan (CDF) Weight Assessment & Counseling for Nutrition & Physical Activity for Children and Adolescents (WCC) Well-Child Visits in the 3 rd, 4 th, 5 th, & 6 th Years of Life (W34)

2017 HEDIS Retrieval Process 2017 Projects November 16, 2016

Agenda About Ciox Security and Compliance Ciox Field Technicians Retrieval Process Methods of Retrieval Provider Package Best Practices 11

CIOX Health is healthcare s largest data exchange 15K EMBEDDED CLINICS 3K EMBEDDED HOSPITALS 1M UNIQUE REQUESTERS 50M REQUESTS ANNUALLY 75K CONNECTED FACILITIES 60M RECORDS STORED 1 PB ANNUAL DATA PROCESSED 7.5K EMPLOYEES 12

Security & Compliance 100% Commitment to Zero PHI Violations Detailed HIPAA Compliance program includes: Policies & Procedures Security awareness and training of workforce Records and information access Incident Response Hardware, Software & Transmission Security Detailed auditing procedures 13

Typical Field Technician Profile In-depth medical record knowledge Excellent computer skills Familiarity with provider office Professional conduct at all times Knowledge of EMR systems RN s Nursing Assistant Nurse Technician LPN s Admissions Personnel Clinical Coding Specialist Coders Office Administration Medical Records Clerk Medical Billing Lab Assistant Social Workers Patient Service Clerk Clinical Care Coordinator Medical Administration 14

Methods of Retrieval On-site o Encrypted Flash Drive (IronKey) Ciox retrieves charts from EMR with encrypted flash drive o Print to Scan Ciox Field Technician(s) will come to the office, print charts from the EMR and scan onto secure laptop o Paper Scan Ciox will come to the office, scan paper charts onto secure laptop Off-site o EMR Remote Ciox can work with sites to remotely gain access to EMR and pull charts (most efficient method) o Fax/mail (only available for < 10 chart requests) o Ciox will provide pre-paid shipping labels 15

Scheduling Script 1 Call Provider Group If the provider contact is not responsive, outreach will be made a minimum of 3 times Ask to speak to the Primary and Secondary contact provided by PHC which were collected for your sites Explain this is a HEDIS Chart Review request on behalf of health plan(s) name,# of charts expected, and timeframes for retrieval. 2 Complete Site Contact Verification Verify contact first and last name, phone #, fax # (twice), address, and EMR system if applicable 3 Determine Best Retrieval Method and Schedule Dates Offsite Retrieval: EMR Remote. Last retrieval target date April 6, 2016 Onsite Retrieval: Remote EMR, CD/Flash Drive, or Paper Scan. Last retrieval target date May 1, 2016 4 Send Provider Packet Health plan letter Coversheet with confirmation of appointment date and contact information Recommended Minimum Documentation to Copy 16

Retrieval Process Overview: On-Site Retrieval SCHEDULING Ciox Call Center will contact Designated Site Contact to schedule Method of Retrieval Provider Package will be delivered via fax or secure email ON-SITE RETRIEVAL SELECTED Designated Contact will coordinate access to EMR system, Disease Registries, and paper charts (if applicable) with Ciox Ciox Technician(s) will arrive with laptop, flash drive, and hand scanner Designated Site Contact can provide a brief overview of EMR system and technical assistance (if needed) If more time is needed Ciox Technician(s) will call Ciox Call Center to adjust schedule Ciox Technician(s) will collect medical records All medical records are retrieved and sent to Ciox 17

Retrieval Process Overview: Off-Site Retrieval SCHEDULING Ciox Call Center will contact Designated Site Contact to schedule Method of Retrieval Provider Package will be delivered via fax or secure email EMR REMOTE ACCESS SELECTED Designated Contact will coordinate access to EMR system and Disease Registries remotely with Ciox Designated Site Contact can provide a brief overview of EMR system and technical assistance (if needed) If more time is needed Ciox Technician (s) will call Ciox Call Center to adjust schedule Ciox Technician(s) will collect medical records remotely All medical records are retrieved 18

Provider Package Once Ciox verifies your fax number and schedules a retrieval date(s), you will receive a provider package that contains: Cover sheet with: the office s contact info, Ciox s contact info, method of retrieval chosen and retrieval instructions Partnership Health Plan s Provider letter Partnership s list of HEDIS documentation for Ciox to retrieve by HEDIS measure Pull list containing member demographics and HEDIS measures to retrieve 19

Best Practices Anticipate Ciox s call and plan on your preferred method of retrieval If Ciox leaves a voicemail, return the agent s call or call the provider support hotline (877) 445-9293 (Provider Support) (817) 251-5424 (Provider Support Fax) Have your charts ready to expedite the retrieval If on-site, designate a work-station for the field technician If you do not have a chart that is being requested please indicate by marking the pull list C.N.A (Chart Not Available) This will avoid further calls from Ciox about this chart 20

Summary Ciox is the contracted chart retrieval vendor for PHC Ciox representatives will contact you to schedule your sites beginning the week of February 20, 2017 Retrieval Methods Include: On-site: Paper Scan, Print to Scan, Flash drive Off-site: Fax/Mail, EMR Remote Have your charts ready to expedite the retrieval 21

HEDIS 2017 Timeline Feb 20th CIOX Health will call providers to schedule retrieval Primary Medical Record Retrieval & Review May 15 th Stop all retrieval and review Final rates locked and reported to DHCS February March April May June July August HEDIS Medical Record Retrieval Begins Secondary Medical Record Collection Medical Record Review Validation Audit May 20 th -27 th HEDIS 2017 Performance shared with Provider Network

Roles and Responsibilities Providers Identify a primary and secondary HEDIS point person for your site Ciox Health First point of contact for scheduling retrieval, questions about HEDIS medical records retrieval PHC HEDIS Team Support providers & Ciox Health to collect medical records

Resources Visit our HEDIS Website http://www.partnershiphp.org/providers/quality/pages/hedislandingpage.aspx HEDIS 2016 Performance Link to Annual Provider Information Form HEDIS FAQs Upcoming Events and Activities Measure definitions and documentation requirements NCQA Website http://www.ncqa.org/hedisqualitymeasurement.aspx

Contact Information Ciox Health: (877) 445-9293 (Provider Support) (817) 251-5424 (Provider Support Fax) For all other questions please contact the PHC HEDIS Team: (866) 828-2302 (PHC HEDIS Hotline) (707) 863-4314 (PHC HEDIS Fax) HEDISMRA@partnershiphp.org

Q & A CONTACT US: Phone (866) 828-2302 Fax (707) 863-4314 HEDISMRA@partnershiphp.org