Michigan Primary Care Transformation Project. HEDIS, Quality and the Care Manager s Role in Closing Gaps in Care

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Michigan Primary Care Transformation Project HEDIS, Quality and the Care Manager s Role in Closing Gaps in Care 7.22.15

Topics for Today s Webinar Healthcare Effectiveness Data and Information Set (HEDIS) and Quality Barb Cadovich RN, BCBSM Medicare Advantage The Care Manager s role in closing gaps in care Marie Beisel MSN,RN,CPHQ, Senior Project Manager, Michigan Care Management Resource Center

3 Objectives Describe the MiPCT care manager s role in closing gaps in care Identify elements of a work flow designed to close gaps in care in a primary care practice

4 Patient Registry Goal: Enable providers to manage their patients both at the population level and at point of care through use of a comprehensive patient registry. Definition: A patient registry is a database that enables population-level management in addition to generating point of care information, and allows providers to view patterns of care and gaps in care across their patient population. A registry contains several dimensions of clinical data on patients to enable providers to manage their population of patients. Reference: BCBSM PGIP Patient Centered Medical Home and Patient Centered Medical Home Neighbor Domains of Function, Interpretive Guidelines 2014-2015 V1.0

5 What a Registry Should Be quick to implement simple to use organized by patient; responsive to disease populations contain only data relevant to clinical practice when necessary, make data entry simple and efficient easy to update from other automated data sources assist with internal and external performance reporting guide clinical care first, measurement second! Adapted from Improving Chronic Illness Care; www.improvingchroniccare.org

6 Registry Features Provides access to lab data, test results, and across settings in your system Guidelines and prompts are included for needed services Identify populations and subpopulations of patients Adapted from Improving Chronic Illness Care; www.improvingchroniccare.org

7 Registry Features Allows stratification of patients complexity, disease severity for care management services Captures all critical clinical information Captures outcomes by practice, physician Adapted from Improving Chronic Illness Care; www.improvingchroniccare.org

8 Registry Goal Goal: Enable providers to manage their patients both at the population level and at point of care through use of a comprehensive patient registry. Improve patient outcomes Close gaps in care Report the practices quality metrics Monitor the population level performance over time of the practice and physician organization Reference: BCBSM PGIP Patient Centered Medical Home and Patient Centered Medical Home Neighbor Domains of Function, Interpretive Guidelines 2014-2015 V1.0

9 Use of the Registry Create population-specific reports Facilitate external reporting requirements Create dashboard reports of the practice as a whole Quality metric reports to identify benchmarks and performance of the practice with meeting the identified goals How is the practice doing with closing the gaps in care? Adapted from Improving Chronic Illness Care; www.improvingchroniccare.org

Populations and Sub-populations Relevant for proactive care

11 Population Health Management Goal of Population Health Management: Keep a patient population as healthy as possible, minimizing the need for expensive interventions such as emergency department visits, hospitalizations, imaging tests, and procedures. Focus on High risk patients who generate the majority of health costs Systematically addressing the preventive and chronic care needs of every patient Reference: Population Health Management: A Road map for Provider-Based Automation in a New Era of Healthcare; Institute for Health Technology Transformation 2012

12 Population-Based Care Goal: Maximize the health outcomes of a defined population Efforts are made to assure that all relevant members of a population receive needed services Use registry for planning office visits and patient outreach Adapted from Improving Chronic Illness Care; www.improvingchroniccare.org

Proactive Population Health Management

14 Practice-Based Population Health, interactions between a primary care provider, a patient and the patient population Practice Based Population Health: Information Technology to Support Transformation to Proactive Primary Care, Agency for Healthcare Research and Quality, July 2010

Practice Based Population Health: Information Technology to Support Transformation to Proactive Primary Care, Agency for Healthcare Research and Quality, July 2010 15

16 Gaps in Care Use registry reports to identify gaps including both prevention and chronic disease gaps The evidence - based care guidelines are incorporated in the registry ex. Standard of care = Patient with diabetes has an A1C every 6 months

17 Use of Registry Establish and implement processes using registry data identify and reach out to patients with chronic conditions due for tests, services out of control parameters to identify patients due for preventive services conduct pre-visit planning Close care gaps

Close gaps in care 18

http://www.improvingprimarycare.org/work/population-management LEAP The Primary Care Team web site 19

20 Role of the MiPCT Care Manager in Population Management Role of the MiPCT Care Manager includes: Closing gaps in care for patient s in his/her caseload Preventive services overdue Chronic Condition(s) -tests and lab work overdue, parameters out of control As a member of the practice team the MiPCT Care Manager may Receive referrals from office staff who call and send reminder letters to MiPCT patients with over due or out of range tests to assist with identified patient barriers Be a resource for office staff ex. Panel manager (panel manager is a non licensed staff member who works the patient registry patient lists, contacts patients and schedules tests per standing orders) Participate in review of current processes to close gaps in care and identify ideas to improve, as needed, processes to close gaps in care

21 Resources http://healthit.ahrq.gov/key topics/computerized disease registries has examples of practices working on focused chronic conditions http://ihealthtran.com/pdf/phmreport.pdf: Institute for Health Technology Transformation, Population Health Management A Roadmap for Provider Based Automation in a New Era of Healthcare, 2012 http://www.improvingprimarycare.org/work/population management LEAP The Primary Care Team web site. Funded by Robert Wood Johnson; Registry and population management Toolkits, Implementation guides, work flows and other documents with extensive resources included Practice Based Population Health: Information Technology to Support Transformation to Proactive Primary Care, Agency for Healthcare Research and Quality, July 2010 Managing Populations, Maximizing Technology; Population Management in the Medical Neighborhood, Patient Centered Primary Care Collaborative (PCPCC) October 2013

Questions? 22

Appendix 23

Compilation of Team Based Care Best Practices based on Observation of MiPCT Practices 24

Front Office Staff Medical Assistant Clinic / Triage Nurse Care Manager Example: Practice Team Roles and Responsibilities Run Registry Report Monthly; Cross reference with MiPCT list; Highlight MiPCT eligible patients on registry report; Participate in daily huddle to cross reference highlighted patient list with provider schedule for the day Highlight MiPCT eligible patients with gaps in care; Participate in daily huddle to cross reference highlighted patient list with provider schedule for the day; Follow up with non-mipct patients with gaps in care and MiPCT patients identified as not appropriate for care management services (schedule tests per standing order or PCP appointment as appropriate) Participate in daily huddle to cross reference highlighted patient list with provider schedule for the day; Conduct outreach to non-mipct eligible patients identified during huddle if there are identified patient needs including closing gaps in care; Collaborate with PCP to determine treatment plan and determine needed referrals as appropriate; Communicate patient progress to PCP regularly Conduct introductory phone call to MiPCT eligible patients identified during huddle; Provide care management services (close gaps in care, medication reconciliation, assess barriers, provide disease management education and resources, assist with setting selfmanagement goals); Participate in daily huddle to cross reference highlighted patient list with provider schedule for the day; Collaborate with PCP to determine treatment plan and determine needed referrals as appropriate; Communicate patient progress to PCP regularly 25

Primary Care Provider CDE Pharm D MSW Registered Dietician EXAMPLE: Practice Team Roles and Responsibilities (continued) Provide leadership and clinical expertise to the practice team; Participate in daily huddle to cross reference highlighted patient list with provider schedule for the day; Provide necessary treatment regimen changes and referrals as appropriate. Participate in daily huddle to cross reference highlighted patient list with provider schedule for the day; Provide teaching and resources to their licensure to appropriate patients after PCP referral; Collaborate with practice team during treatment to ensure clinical goals and patient selfmanagement goals align, close gaps in care Participate in daily huddle to cross reference highlighted patient list with provider schedule for the day; Provide teaching and resources specific to their licensure after PCP referral; Collaborate with practice team during treatment to ensure clinical goals and patient selfmanagement goals align, close gaps in care Participate in daily huddle to cross reference highlighted patient list with provider schedule for the day; Provide resources and support specific to their licensure after PCP referral; Assist patient with accessing appropriate community resources; Support patient in setting self-management goals; Collaborate with practice team during treatment to ensure clinical goals and patient selfmanagement goals align, including closing gaps in care Participate in daily huddle to cross reference highlighted patient list with provider schedule for the day; Provide teaching and resources specific to their licensure after PCP referral; Collaborate with practice team during treatment to ensure clinical goals and patient selfmanagement goals align, including closing gaps in care 26

27 Practice Team Pre-visit planning Primary Care Providers Establish Standing orders for chronic disease management Parameters to follow regarding gaps in care using evidence-based guidelines Chronic conditions - Recommended diagnostic tests and labs (type and frequency) Preventive tests Referrals to specialists Schedule follow up with PCP Refer patients to MiPCT Care Manager

28 Practice Team Pre-work: Identify Patients via Outreach and Proactive Approach Generate a registry report and cross-reference with MiPCT patient list Identify the focus Ex. Goal for diabetes control: A1C < 8 Ex. Review the list of patients who have office visit, uncontrolled chronic condition(s), and are MiPCT eligible during daily huddle

Reminders Timely reminders for physicians, office team and patients

30 Registry - Reminders The registry has electronic prompts which are designed to support evidence-based patient care Prompts can be delivered: At the time of visit Through population reports Via exception reports subset of patients requiring active management refers to those patients with particular chronic illness management needs Adapted from Improving Chronic Illness Care; www.improvingchroniccare.org

31 Sample Registry Report PO Practice Provider MRN Name A1C >8 New this Month Last A1C Date Last A1C A1C>8 *NEW 2014-04-03 9.5 A1C>8 *NEW 2014-04-23 10.1 no *NEW 2014-10-17 6.4 no *NEW 2014-04-09 7.4 A1C>8 *NEW 2014-08-09 8.4 A1C>8 *NEW 2014-09-19 8.9 A1C>8 *New 2014-09-26 10.7