Monday, October 24, :15 a.m. to 10:45 a.m. Great Halls 1 & 2

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Expanding Pharmacy Impact: Transitional Care Management and Chronic Care Management Activity Number: 0217-0000-16-1118-L04-P 1.50 hours of CPE credit; Activity Type: A Knowledge-Based Activity Monday, October 24, 2016 9:15 a.m. to 10:45 a.m. Great Halls 1 & 2 Moderator: Kim L. Kelly, Pharm. D., FCCP, BCPS President, Kelly Diabetes Associates, LLC, Cupertino, California Agenda 9:15 a.m. Transitional Care Management: Benefits to Patients and Providers Christie A. Schumacher, Pharm. D., BCPS, BCACP Associate Professor, Midwestern University Chicago College of Pharmacy, Chicago, Illinois 10:00 a.m. CCM-Addressing the Needs of Chronic Care Patients Finally! Betsy Shilliday, Pharm. D. Director of the Advanced Practice Provider (APP) Center, Assistant Medical Director of the Internal Medicine Clinic, University of North Carolina, Chapel Hill, North Carolina Conflict of Interest Disclosures Kim L. Kelly: no conflicts to disclose Christie A. Schumacher: no conflicts to disclose Betsy Shilliday: no conflicts to disclose Learning Objectives 1. Discuss the requirements for implementation and reimbursement for TCM services. 2. Describe the outcomes of TCM services, both patient outcomes and reimbursement data. 3. Discuss potential barriers to implementation of TCM services. 4. Discuss the requirements for implementation and reimbursement for CCM services. 5. Describe the outcomes of CCM services, both patient outcomes and reimbursement data. 6. Discuss experiences in implementing CCM Services. Self-Assessment Questions Self-assessment questions are available online at www.accp.com/am American College of Clinical Pharmacy 1

Transitional Care Management (TCM): Benefits to Patients and Providers Christie Schumacher, Pharm. D., BCPS, BCACP, BC ADM, CDE Associate Professor, Pharmacy Practice Midwestern University Chicago College of Pharmacy Clinical Pharmacist, Advocate Medical Group Chicago, IL October 24, 2016 American College of Clinical Pharmacy 2

Conflict of Interests Dr. Christie Schumacher has no conflicts of interest to disclose American College of Clinical Pharmacy 3

Learning Objectives Discuss the requirements for implementation and reimbursement for TCM services Describe the outcomes of TCM services, both patient outcomes and reimbursement data Discuss potential barriers to implementation of TCM services American College of Clinical Pharmacy 4

Audience Participation Yes or No: Are pharmacists involved in transitional care management (TCM) services at your clinical practice site? American College of Clinical Pharmacy 5

Audience Participation Yes or No: Of those involved in TCM services, does your practice bill CPT codes 99495 and 99496? American College of Clinical Pharmacy 6

Transitional Care Management (TCM) Services Effective January 1, 2013 Under Physician Fee Schedule Medicare will pay for 2 CPT codes for TCM services 99495 99496 Includes services provided to a patient whose medical and/or psychosocial problems require moderate or high complexity medical decision making during transitions Implemented to improve discharge care coordination and ensure patients are seen in their physician s office American College of Clinical Pharmacy 7

Where are Transitions of Care Occurring? Patient transitioning from: Patient transitioning to: Inpatient hospital setting Acute care Rehabilitation hospital Psychiatric hospital Partial hospitalization or observational status in a hospital Including partial hospitalization at a community mental health center The patient s community setting Home Domiciliary Assisted living Nursing facility (not a skilled facility) Skilled nursing facility/nursing facility Long term care hospital https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). American College of Clinical Pharmacy 8

What is Required to Bill TCM Two current procedural terminology (CPT) codes to report TCM: 99495 Transitional Care Management Services with the following required elements: 99496 Transitional Care Management Services with the following required elements: Communication (direct contact, telephone, electronic) with the patient and/or caregiver within 2 business days of discharge Communication (direct contact, telephone, electronic) with the patient and/or caregiver within 2 business days of discharge Medical decision making of at least moderate complexity during the service period Medical decision making of at least high complexity during the service period Face to face visit within 14 calendar days of discharge Face to face visit within 7 calendar days of discharge https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). American College of Clinical Pharmacy 9

Medical Decision Making Moderate Complexity High Complexity Multiple possible diagnoses and/or management Extensive number of diagnoses and/or options management options Moderate complexity of medical data to be reviewed Extensive complexity of medical data to be reviewed Moderate risk of significant complications, morbidity, and/or mortality as well as comorbidities High risk of significant complications, morbidity, and/or mortality as well as comorbidities https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). American College of Clinical Pharmacy 10

Time Requirements The 30 day TCM period begins on the date the beneficiary is discharged from the inpatient hospital setting and continues for the next 29 days https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). American College of Clinical Pharmacy 11

Who Is Eligible to Bill TCM? Physicians of any specialty Non physician providers (NPPs) who are legally authorized and qualified to provide the services in the state they are furnished: Certified nurse midwives (CNMs) Certified nurse specialists (CNSs) Nurse practitioners (NPs) Physician assistants (PAs) https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). American College of Clinical Pharmacy 12

TCM Components An interactive contact Non face to face service A face to face visit American College of Clinical Pharmacy 13

TCM Components Interactive Contact Interactive contact with the patient and/or caregiver within 2 business days following discharge Telephone, email or face to face Any health care professional, including pharmacists, can conduct the 2 day post discharge contact Attempts to communicate should continue after the first 2 attempts until successful If 2 or more separate unsuccessful attempts in the 2 day period are documented in the medical record and it all other TCM criteria are met you may report the service Addresses patients needs beyond scheduling face to face visit https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). American College of Clinical Pharmacy 14

TCM Components Non Face to Face Service Services provided by licensed clinical staff (e.g. pharmacists) Services to be provided by physicians or NPPs Communicate with agencies and community services the patient uses Obtain and review discharge education Provide education to the patient, family, guardian, and/or caretaker to support self management Review need for or follow up on pending diagnostic tests and treatments Assess and support treatment regimen adherence and Interact with other health care professionals who will assume or medication management reassume care of the patient s system specific problems Identify available community and health resources Provide education to the beneficiary, family, guardian, and/or caregiver Assist the patient and/or family in accessing needed care and services Establish or re establish referrals and arrange for needed community resources Assist in scheduling required follow up community providers and services https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). American College of Clinical Pharmacy 15

TCM Components Face to Face Visit The Physician or NPP must furnish one face to face visit within certain time frames as described CPT Code 99495 Transitional care management services with moderate medical decision complexity Face to face visit within 14 days of discharge CPT Code 99496 Transitional care management services with high medical decision complexity Face to face within 7 days of discharge https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). American College of Clinical Pharmacy 16

TCM Components Face to Face Visit Medication Reconciliation Must occur no later than day of face to face visit TCM medication reconciliation requires that the medications on discharge be reconciled with the medications that the patient was taking previously Goes beyond making a medication list Appropriateness Timing Interactions Laboratory monitoring Adverse events https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). American College of Clinical Pharmacy 17

Billing TCM Codes Can only be billed by one physician or NPP for one individual during the 30 day period after discharge If more than one physician submits a claim for TCM services, Medicare will pay the first claim The billing physician assumes responsibility for the patient s post discharge TCM service Bill using the 7th or 14th day as the date of service https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). American College of Clinical Pharmacy 18

How is TCM Different? Specific time frame Goes beyond caring for patients medical needs More care coordination, education and clinical management during the critical time period after discharge Includes management/coordination of services for all medical conditions and activities of daily living Not only hospitalization follow up American College of Clinical Pharmacy 19

Who Qualifies for TCM? TCM codes can be utilized on new or established patients American College of Clinical Pharmacy 20

Discharge Counseling The discharge visit does not count towards TCM Initial contact must occur after the patient has left the hospital 2 business days Designed to make sure the patient has the support necessary until they have their face to face visit within the 7 or 14 days as prescribed The initial contact can be phone, email, patient portal, or direct face to face American College of Clinical Pharmacy 21

Paying For Pharmacist s Time Billing 99495 generates ~$60 more than billing 99214 Billing 99496 generates ~$90 more than billing 99215 Compensate for the practice and clinical staff time allocated for TCM services Pharmacists can perform medication reconciliation, disease state education and assist in other care coordination tasks to free up physician time to see additional patients https://www.cms.gov/apps/physician fee schedule/ American College of Clinical Pharmacy 22

How Can Pharmacists Get Involved? Think about Why do patients get readmitted? Patients may not completely understand their diagnoses Lack of discussion about care goals Confusion about what medicines they should take and when they should take them Lack of communication of important information to primary care providers Patients do not keep appointments after discharge Family members may not know how to help provide care at home Lack of awareness of who to contact after discharge Premature discharge http://www.dartmouthatlas.org/downloads/reports/atlas_cayc_092811.pdf (Accessed August 13, 2016) JAMA Intern Med. 2016;176(4):484 493. American College of Clinical Pharmacy 23

Opportunities for Pharmacist Involvement Interactive contact component Perform the phone call within 2 days of discharge Evaluate for changes in symptoms since hospital discharge Review medications and discharge instructions Update medication list in EMR Provide disease state education Does patient have tools to be successful outpatient? Schedule appointment in clinic, if not made already Refer to appropriate personnel for transportation or social service needs Document telephone encounter in the EMR Alert physician of any urgent needs before clinic visit American College of Clinical Pharmacy 24

Opportunities for Pharmacist Involvement Face to face component Pharmacists embedded in the physician s practice can work with physician and other multidisciplinary team members to provide TCM Before patient arrives the pharmacist may review discharge summary and discuss issues with heath care team that need to be addressed during the upcoming visit Upon patient arrival, nurse or medical assistant performs check in and vitals Clinical pharmacist provides medication reconciliation and disease state education American College of Clinical Pharmacy 25

Opportunities for Pharmacist Involvement Face to face component continued Physician provides physical exam component Together the pharmacist, physician and other health care team members develop a plan Pharmacist can perform visit wrap up which may include patient education and teach back to assess whether the patient understands the information conveyed during the visit The physician bills appropriate TCM code Fits into the interdisciplinary patient centered medical home model American College of Clinical Pharmacy 26

Results of Pharmacist involvement in TCM University of North Carolina Hospital readmission rates and interventions in multidisciplinary team visit coordinated by a clinical pharmacist practitioner vs. physician only team 140 patient visits for 124 patients from May 2012 to January 2013 Patients seen by the multidisciplinary team had a 30 day readmission rate of 14.3% compared with 34.3% by physician only team P=0.010 RRR 58.3% Interventions completed during the visits also statistically different Multidisciplinary team completed interventions more frequently Addressed nonadherence, initiated a new medication and discontinued a medication J Manag Care Spec Pharm. 2015 Mar;21(3):256 60. American College of Clinical Pharmacy 27

TCM in an Accountable Care Organization (ACO) Advocate Medical Group (AMG) Southeast Center Advocate is one of the largest ACOs in the country Over 250 clinic locations in the Chicagoland area American College of Clinical Pharmacy 28

TCM in an Accountable Care Organization (ACO) Measure Percentage of Patients Medicare Advantage Full Risk 59% Medicare FFS (Majority) Shared Savings Program 19.4% Commercial Full Risk 11.3% Fee For Service 8% Medicaid 1.8% Self Pay 0.4% Average Age 14 96 American College of Clinical Pharmacy 29

TCM in an Accountable Care Organization (ACO) Capitated reimbursement model Medicare Advantage and Commercial Full Risk Focus on keeping the patient well no additional reimbursement received Medicare shared savings Bill 99211 for all patients as an internal tracking tool to measure number of individual visits Bill 90036 for patients seen the same day as their physician No charge office visit Patient are not charged a co pay to see a mid level provider for medication and disease state management American College of Clinical Pharmacy 30

TCM in an Accountable Care Organization (ACO) Incentive to focus on preventative health care Meet performance measures Prevent hospitalizations Decrease cost Breeds team model of care American College of Clinical Pharmacy 31

Identifying The Need Heart failure (HF) transitions of care In 2008, 313 patients who were hospitalized for a HF exacerbation were readmitted within 30 days of their hospital stay for a subsequent HF hospitalization Risk cost of $2.4 million was estimated for 30 day readmissions 36% of these patients were admitted again in the one year period for heart failure American College of Clinical Pharmacy 32

The Patient Centered Medical Home (PCMH) Team at AMG Southeast PCMH Includes: 6 PCPs 1 Cardiologist 1 Pharmacist 3 Pharmacists Collaborative practice agreements / Practice by protocol 1 Advanced practice nurse Pharmacist 1 Physician assistant 1 Dietician 1 Nurse 3 Care managers American College of Clinical Pharmacy 33

Task (EMR message) from care manager or physician HF discharge list Identifying Patients For TCM Physician consult during posthospital clinic visit Daily hospital census List of patients hospitalized with diagnosis of HF American College of Clinical Pharmacy 34

Role of the Pharmacist in TCM Within 2 days of discharge Review discharge paperwork. Call patient to assess clinical status, ensure patient understands changes made, is adherent and has resources needed. Schedule appointment in clinic if not already scheduled Within 7 days of discharge Pharmacist conducts a joint post hospital follow up visit with physician. American College of Clinical Pharmacy 35

TCM Face To Face Visit Structure Before patient arrives Health care team reviews the discharge summary and discusses issues that need to be addressed during the upcoming visit, such as laboratory and/or diagnostic tests Check in Medical assistant takes vitals and assesses referrals and adherence to scheduled appointments 30 60 minutes The patient spends 30 60 minutes with the pharmacist providing medication reconciliation and disease state education 5 minutes Pharmacist discusses patients with physician American College of Clinical Pharmacy 36

TCM Face To Face Visit Structure 10 15 minutes The physician provides physical examination component and together the pharmacist and physician develop a plan and discuss with patient 5 minutes Medical assistant provides referrals and assists with follow up tasks *Pharmacist discusses patient with care manager 15 30 minutes *Care managers meet with patient to facilitate scheduling and access, transportation and patient home care needs American College of Clinical Pharmacy 37

Demographics and Cost Savings Data From First 10 months of TCM and HF Service Provided By Clinical Pharmacist Total Number of Patients Managed by clinical pharmacist 200 Total Number of Patients with HF 111 Ethnicity/Race (HF only) 95% Black, 4% Hispanic, 1% White Gender (HF only) 53% Female, 47% Male Inpatient admissions for the 111 HF patients in the 10 months prior to PCMH implementation Inpatient admissions for the 111 HF patients in the 10 months post PCMH implementation Average Cost per HF admission 63 Potential Cost Avoidance for the 111 HF patients based on pre/post enrollment $280,000 30 $8,500 American College of Clinical Pharmacy 38

Results From Implementation In the first 18 months, only 3 of ~150 patients managed by clinical pharmacist for HF had a 30 day readmission Readmission rate for AMG 8% (2013) 14% (2014) 15% (2015) 18 25% national average American College of Clinical Pharmacy 39

Implementation Challenges Physician support Education sessions at MD meetings Coordination with MD schedules Workflow not consistent at different centers Skill of team members is variable and not consistent Who is capable of filling this role? Finding the right person for the right site Maximizing skill sets based on training Communication with patients and health care team TCM is hopefully not a full time job Sporadic Collaborative practice limitations American College of Clinical Pharmacy 40

Tips for Success Initiate and Communicate! Anticipate! If unable to reach patient via phone, see Patient needs them at PCP appointment What does the patient care about? Information overload? Give patient your contact information to Supplies give to other providers Cost of new medications Reach out to providers and caregivers Provider needs involved in care transitions Referrals Understand workflow of health system to Lab monitoring and orders improve efficiency Doesn t end after TCM visit How well can you educate and motivate Who will follow up? the patient? Patient s hospitalization history Goes beyond med rec Can you connect? Medication recommendations American College of Clinical Pharmacy 41

References Medicare Learning Network Transitional Care Services. https://www.cms.gov/outreach and Education/Medicare Learning Network MLN/MLNProducts/Downloads/Transitional Care Management Services Fact Sheet ICN908628.pdf (Accessed August 13, 2016). Centers for Medicare and Medicaid Services. https://www.cms.gov/apps/physician feeschedule/ (Accessed August 13, 2016). The Dartmouth Atlas of Health Care. http://www.dartmouthatlas.org/downloads/reports/atlas_cayc_092811.pdf (Accessed August 13, 2016). Auerbach AD, Kripalani S, Vasilevskis EE, et al. Preventability and Causes of Readmissions in a National Cohort of General Medicine Patients. JAMA Intern Med. 2016;176(4):484 493. Cavanaugh JJ, Lindsey KN, Shilliday BB, Ratner SP. Pharmacist Coordinated Multidisciplinary Hospital Follow up Visits Improve Patient Outcomes. J Manag Care Spec Pharm. 2015 Mar;21(3):256 60. American College of Clinical Pharmacy 42

Transitional Care Management (TCM): Benefits to Patients and Providers Christie Schumacher, PharmD, BCPS, BCACP, BC ADM, CDE Associate Professor, Pharmacy Practice Midwestern University Chicago College of Pharmacy Clinical Pharmacist, Advocate Medical Group Chicago, IL October 24, 2016 American College of Clinical Pharmacy 43

Chronic Care Management (CCM)-Addressing the Needs of Chronic Care Patients Finally! Betsy Bryant Shilliday, PharmD, CDE, CPP, BCACP, FASHP UNC Eshelman School of Pharmacy and School of Medicine UNC Health Care Chapel Hill, NC October 24, 2016 American College of Clinical Pharmacy 44

Conflict of Interest I have no conflicts of interest to disclose American College of Clinical Pharmacy 45

Learning Objectives Discuss the requirements for implementation and reimbursement for CCM services Describe the outcomes of CCM services, both patient outcomes and reimbursement data Discuss experiences in implementing CCM services American College of Clinical Pharmacy 46

I am familiar with the CCM codes & requirements Yes No American College of Clinical Pharmacy 47

My institution is currently providing & billing for CCM services Yes No Plan to in the future Don t know American College of Clinical Pharmacy 48

Pharmacists at my institution are currently providing & participating in billing of CCM services Yes No Plan to in the future Don t know American College of Clinical Pharmacy 49

Requirements for CCM Services and Reimbursement American College of Clinical Pharmacy 50

Development of CCM Services Goal: Support care management within the primary care setting to improve the health and care for beneficiaries while reducing spending. Payment for non-face-to-face services At least 20 minutes of clinical staff time per month Directed by a physician or other qualified health care professional https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 51

Application of CCM Services Began January 1, 2015 Rural Health Clinics & Federally Qualified Health Centers began January 1, 2016 CPT Code: 99490 Requirements are complex! American College of Clinical Pharmacy 52

Required Elements Patient meets eligibility requirements Patient consent in writing & documented in EHR Patient informed of how to revoke CCM services Patient-centered care plan for all health issues Provided to the patient & documented in the EHR Approved CCM provider Only one CCM provider can furnish & be paid during a calendar month Minimum of 20 minutes of care https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 53

General Requirements Certified Electronic Health Record (EHR) or other electronic technology Secure messaging for non-face-to-face communication 24 hr/day, 7 days/wk access to healthcare provider Continuity of care with CCM provider or care team Care management of chronic conditions Management of care transitions Coordinating and sharing patient information with practitioners and providers outside the practice https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 54

Patient Eligibility Patients with multiple (two or more) chronic conditions expected to last at least 12 months or until the death of the patient and that place the patient at significant risk of death, acute exacerbation/decompensation, or functional decline. https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 55

Patient Consent Process When: Initiated during qualifying visit: 1) Annual Wellness Visit (AWV), 2) Initial Preventative Physical Exam (IPPE), or 3)Comprehensive Evaluation and Management (E&M) visit Prior to furnishing or billing the CCM service or if the patient changes CCM practitioner https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 56

Patient Consent Process Discussion should include: 1. What is CCM 2. How to access the elements of the service 3. How the patient s information will be shared with providers 4. How cost-sharing (co-insurance and deductibles) applies to these services 5. How to revoke the service 6. Only one provider furnishes/paid per month https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 57

Patient Consent Requirements 1. Obtain written agreement to CCM services Including authorization for the electronic communication of medical information with other providers 2. Documentation in the patient s medical record The service explanation, offer, and patient s decision to accept or decline the CCM service https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 58

Comprehensive Care Plan Requirements 1. Must address all health issues 2. Must be provided to the patient 3. Accessible electronically at all times 4. Shared with outside providers https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 59

Comprehensive Care Plan Components Elements: Problem list Expected outcomes and prognosis Measurable treatment goals Symptom management Planned interventions and identification of the individuals responsible for each intervention Medication management Community/social services ordered Description of how services of agencies and specialists outside of the practice will be directed/coordinated Schedule for periodic review and, when applicable, revision of the care plan https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 60

Billing Practitioner Physician Non-physician practitioner: Certified Nurse Midwife Clinical Nurse Specialist Nurse Practitioner Physician Assistant Only one practitioner may be paid for the CCM service for a given calendar month https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 61

Service Provider & Time Services provided by a physician, non-physician practitioner, or clinical staff Non-clinical staff time cannot be counted Minimum of 20 minutes of monthly care Time of care must be documented during the month https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 62

CCM Supervision of Clinical Staff Clinical Staff time is provided incident to the CCM provider Follow incident to rules, except: CMS exception allows general supervision (rather than direct supervision) of clinical staff by the physician or other appropriate practitioner https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 63

Billing Logistics Co-insurance DOES apply = patient pays ~$8 Cannot be billed during the same service period as: Service Billing Codes Transitional Care Management CPT codes 99495 99496 Home health care/hospice care HCPCS codes G0181/G0182 End-Stage Renal Disease services CPT codes 90951 90970 CMS advanced primary care demonstration projects or other initiatives n/a https://www.cms.gov/outreach-and-education/medicare-learning-network- MLN/MLNProducts/Downloads/ChronicCareManagement.pdf. Accessed August 5, 2016 American College of Clinical Pharmacy 64

How are you feeling? I ve got this! Overwhelmed American College of Clinical Pharmacy 65

CMS Findings CCM codes underutilized Only approximately 275K of the ~ 55 million Medicare beneficiaries received CCM in 2015 Total reimbursement for CCM in 2015 ~ $37M Barriers to implementation: Low reimbursement Administrative burden Low provider engagement Identification of patients Patient cost sharing CMS, CY 2017 Physician Fee Schedule Proposed Rule. Jul. 15, 2016, available at: www.federalregister.gov; Advisory Board Company interviews and analysis; Advisory Board Company on-demand webinar. https://www.cms.gov/newsroom/mediareleasedatabase/pressreleases/2015-press-releases-items/2015-07-28.html. Accessed 8.15.16 American College of Clinical Pharmacy 66

Proposed Changes for 2017 Add on G-code for extensive assessment and care planning by billing provider GPPP7 = $63.68 Addition of Complex CCM codes Current CPT 99490 (20 minutes) = $40.97 Complex CCM (CPT 99487, 99489) 99487 (60 minutes) = $92.66 99489 (each additional 30 minutes) = $46.97 Use of Complex CCM codes determined by: Moderate to high complexity medical decision making Nature of care planning performed Service time provided CMS, CY 2017 Physician Fee Schedule Proposed Rule. Jul. 15, 2016, available at: www.federalregister.gov; Advisory Board Company interviews and analysis; Advisory Board Company on-demand webinar. American College of Clinical Pharmacy 67

Proposed Changes for 2017 Written consent no longer required May be verbal if documented in medical record 24/7 access to care & continuity of care 24/7 care for urgent needs Electronic care plan No longer required to be available 24/7 Can transmit care plan via fax Patient receipt can be written or electronic Initiating Visit Only required for new patients or patients not seen by the provider within past 12 months CMS, CY 2017 Physician Fee Schedule Proposed Rule. Jul. 15, 2016, available at: www.federalregister.gov; Advisory Board Company interviews and analysis; Advisory Board Company on-demand webinar. American College of Clinical Pharmacy 68

Outcomes of CCM Services - UNC Internal Medicine - American College of Clinical Pharmacy 69

UNC Internal Medicine Clinic (IMC) 13,224 patients accounting for 39,000 visits/year Providers 22 Medical Attending Faculty 8 FTE 78 Medical Residents 6 FTE 9 Advanced Practice Providers 2 Physician Assistants 1.8 FTE 2 Nurse Practitioners 0.7 FTE 3 Clinical Pharmacist Practitioners 1.6 FTE 3 Social Workers 2.5 FTE 1 Dietician 1 FTE Staff 4 Care Assistants 16 Personal Business Associates 13 Nurses American College of Clinical Pharmacy 70

UNC IMC Patient Population Payer Mix Health Composite Score 14% Medicare 21% Green Zone (Low Risk) 30% 48% Medicaid Commercial 21% 58% Yellow Zone (Moderate Risk) 8% Uninsured Red Zone (High Risk) American College of Clinical Pharmacy 71

UNC IMC - CCM Population Health Composite Score (n=181) 75% 3% 22% Green Zone (Low Risk) Yellow Zone (Moderate Risk) Red Zone (High Risk) American College of Clinical Pharmacy 72

CCM Pilot July 2015 Consent during AWVs Manual tracking Consent Monthly care Interactions documented in the EHR Led to coordinated efforts, standardized processes & EHR build American College of Clinical Pharmacy 73

Pilot Enrollment UNC Internal Medicine Clinic data American College of Clinical Pharmacy 74

Tracking Weekly Enrollment UNC Internal Medicine Clinic data American College of Clinical Pharmacy 75

Enrollment - Friendly Competition UNC Internal Medicine Clinic data American College of Clinical Pharmacy 76

Enrollment - Intervention Effect UNC Internal Medicine Clinic data American College of Clinical Pharmacy 77

Enrollment Intervention Effect UNC Internal Medicine Clinic data American College of Clinical Pharmacy 78

Best Practice Alert Tracking UNC Internal Medicine Clinic data American College of Clinical Pharmacy 79

Enrollment Intervention Effect UNC Internal Medicine Clinic data American College of Clinical Pharmacy 80

Enrollment Intervention Effect UNC Internal Medicine Clinic data American College of Clinical Pharmacy 81

Utilizing Annual Wellness Visits UNC Internal Medicine Clinic data American College of Clinical Pharmacy 82

Outreach Time by Total Population UNC Internal Medicine Clinic data American College of Clinical Pharmacy 83

Outreach Time by Patient UNC Internal Medicine Clinic data American College of Clinical Pharmacy 84

Lessons Learned American College of Clinical Pharmacy 85

Lessons Learned Know your eligible population Have a process owner Start with a small pilot & physician champion Consider targeting patients during AWVs Requirements are complex Chronic Care Plans can be time consuming American College of Clinical Pharmacy 86

Lessons Learned (continued) PCP relationship is key in successful enrollment Continuous quality improvement is critical Engagement of all care team members is important Tracking data is priceless American College of Clinical Pharmacy 87

Questions? American College of Clinical Pharmacy 88

Chronic Care Management (CCM)-Addressing the Needs of Chronic Care Patients Finally! Betsy Bryant Shilliday, PharmD, CDE, CPP, BCACP, FASHP Betsy_Bryant@med.unc.edu American College of Clinical Pharmacy 89