EPIC-Midas+ Integration

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EPIC-Midas+ Integration Marie C. Geraci Midas+ Integration Analyst Medical Record Number (MRN): The MRN is a unique identifier assigned to each patient record. Hospital Account (HAR): The hospital account record is used to group charges for billing purposes. Each HAR is associated with one or more patient visits in Epic. It is typically only used in a hospital setting and is assigned at the point of patient registration. CSN 1 CSN 2 CSN 3 CSN 4 Contact Serial Number (CSN): The contact serial number is a unique identifier for each patient visit, such as an appointment or admission. It is assigned at the point of visit creation and is assigned to all visits, regardless of whether they take place in a hospital or a clinic setting. Some synonyms for the CSN include visit, encounter, and contact. HAR 1 Recurring Series HAR 3 HAR 2 IP Account 72 Hour Rule Applied CSN 5 CSN 6 2014 Midas+ Symposium May 19-21 Tucson, AZ 1

New Implementation Patient MRN/UNVID Choose Patient encounter (HAR=>PAN) & visit identifiers Engage EPIC early in process to assist with dictionary code/description exports for interface dictionaries Decide on active Provider Identifier code: NPI or EPIC code Payers, Locations, Employees, Ethnic Origin, Religion, Hispanic Flag Discharge Abstract Data: DX, PR,CPT, CPT E&M,DRG vs. Conversion to EPIC Engage Midas+ Early in process to get contracted services & resource assignments ASAP MRN/UNVID : convert to EPIC or maintain existing HAR as PAN for new Encounters CSN logic Interface Dictionaries: Convert &/or use IFDM LOS calculations based on Encounter Type Discharge Abstract Data; Postcoding module & interface coding Cutover Plans Epic Encounter Overview An inpatient encounter in Epic includes: One or more hospital stays, each with an associated Hospital Accounting Record (HAR) {Midas+ PAN} Several hospital departmental service visits*, each with an associated Contact Serial Number (CSN) Radiology ER Visit w/in 72 hrs of Inpatient Stay CSN E Laboratory Inpatient Encounter CSN A Respiratory Therapy Surgery *often referred to as Hospital Outpatient Visits (HOV) CSN A CSN B CSN C CSN D 2014 Midas+ Symposium May 19-21 Tucson, AZ 2

Example Epic ADT Interface Transaction Data fields HAR CSN Type Location Start Date Start Time End Date End Time 9776 5063 E ED1 1/5/14 1115 9776 1471 S 3NO 1/5/14 1510 9776 6215 S RAD 1/5/14 1610 9776 8957 S PUL 1/5/14 1700 1/5/14 1750 9776 1471 I 3NO 1/5/14 1510 9776 7501 I LAB 1/6/14 900 9776 1471 I 3NO 1/5/14 1510 1/7/14 1410 Midas+ Processing Results Each departmental (CSN) visit transaction contains a Start Date, End Date and Location these update the Midas+ Encounter record Start date is continually moving Patients are discharged prior to leaving the hospital Patients do not qualify for location based worklists Consequently if using CSN: Encounter Length of Stay is inaccurate Encounters are not available in Remote Data Entry Case Mgmt Concurrent Reviews are not preformed 2014 Midas+ Symposium May 19-21 Tucson, AZ 3

Resolution: Primary CSN Algorithm Midas+ Interface Logic for Epic ADT Transactions Primary CSN Designation HAR CSN Type Location Start Date Start Time End Date End Time 9776 5063 E ED1 1/5/14 1115 9776 1471 S 3NO 1/5/14 1510 9776 6215 S RAD 1/5/14 1610 9776 8957 S PUL 1/5/14 1700 1/5/14 1750 9776 1471 I 3NO 1/5/14 1510 9776 7501 I LAB 1/6/14 900 9776 1471 I 3NO 1/5/14 1510 1/7/14 1410 2014 Midas+ Symposium May 19-21 Tucson, AZ 4

Additional Topics Series (Recurring Outpatients) May overwrite Start/End Dates Determine how HARs are handled One per Outpatient visit vs. One per Month (groups) Parent CSN used in determining how to process Outpatient Clinics HARs may be excluded Ensure One CSN (primary), No transfers, all ancillary interfaces send this CSN Additional Topics (continued) Request Post Coding Module DFT^P05 type transactions for final diagnoses, procedures (including CPT), MSDRG & if applicable State DRG APRDRG request EPIC to send as part of the DG1 segment or special segment APRDRG code APRDRG severity code APRDRG risk of mortality code 2014 Midas+ Symposium May 19-21 Tucson, AZ 5

Additional Topics (continued) LOS based on Start date/end date: EPIC to send special PV2 or ZPV segments PV2-10 Inpatient Admit Date/Time PV2-11 Outpatient Roomed Date/Type if ETYPE= OBSERVATION PV2-14 ER Registration Date/Time Reason for Admission or Complaint PV2-3.x (Multiple field) Admitting Diagnosis: may come over the ADT^A08 in an A08; special coding to handle admitting DX and then no further updates if there is a discharge date. This can be handled via the client interface engine or by Midas. Most clients prefer to control their data via the interface engine Additional Topics (continued) Active Providers Request Epic send active providers May send original provider and never update as providers are changed (attending) Encounter Types Epic may exclude critical Encounter Types used for various reporting and workflow processes Payers: Self Pay Epic may not send any Self Pay designation Will not add/update Midas+ 2014 Midas+ Symposium May 19-21 Tucson, AZ 6

Conversions Engage Midas+ Early in the project The Interface Post coding module: Engage EPIC interface team & discuss DAB (discharge abstract data) via DFT^P05 type transactions. Include all final coded diagnoses, procedures including CPT, CPT E/M, MS-DRG, State DRG & APRDRG data Evaluate dictionaries: Do you need to convert codes &/or use the interface dictionary mapper IFDM function. Review the new implementation topics with regards to your conversion. Conversions (continued) Multi-facility conversions: All at once or rolling facility conversions Patient identifiers: Corporate UNVID, MRN, HAR as PAN Detailed planning: interfaces dictionary mappings to existing codes that may need to be retained. Validate all interface transaction types The sooner data is flowing and posting into the database the sooner interface modifications can be made. 2014 Midas+ Symposium May 19-21 Tucson, AZ 7

Recommendations In advance of your Epic implementation: 1. Get Involved! 2. Ensure Epic implementation will include the HAR 3. Ensure Epic implementation will not be providing Redirection» Excludes multiple CSNs» Attempts to perform Primary CSN Logic on Epic s side» Minimizes control Midas+ has when assessing/researching data 4. Ensure consistency across all interfaces 5. Contact your Midas+ Account Manager & Solutions Advisor 6. Validate, validate, validate! Your data & don t forget Merges Project Assistance A Midas+ Interface Analyst will be assigned to work with you to integrate the Primary CSN logic (if necessary) into your existing interface as well as analyze transactions to identify any other areas of concern. 2014 Midas+ Symposium May 19-21 Tucson, AZ 8

Thanks for attending. Now for questions &discussion Marie Geraci, Midas+ Integration Analyst marie.geraci@xerox.com 2014 Midas+ Symposium May 19-21 Tucson, AZ 9