Medicare Shared Savings Program ACO Learning System

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Medicare Shared Savings Program ACO Learning System Leveraging Community Resources and Addressing Beneficiaries Social Needs Wednesday, September 14, 2016 2:30 4:00 PM ET Audio for this session can be streamed through your computer, or accessed by phone by dialing 1-857-232-0156; access code: 271840

Disclaimer The comments made on this call are offered only for general informational and educational purposes. As always, the agency s positions on matters may be subject to change. CMS s comments are not offered as and do not constitute legal advice or legal opinions, and no statement made on this call will preclude the agency and/or its law enforcement partners from enforcing any and all applicable laws, rules and regulations. ACOs are responsible for ensuring that their actions fully comply with applicable laws, rules and regulations, and we encourage you to consult with your own legal counsel to ensure such compliance. Furthermore, to the extent that we may seek to gather facts and information from you during this call, we intend to gather your individual input. CMS is not seeking group advice.

Past Webinar Materials Interested in past Learning System events? Go to https://portal.cms.gov to access recordings and summaries of past webinars, including: Advancing Primary Care 11/14/14 Beneficiary Engagement 10/22/14 Beneficiary Engagement and Annual Wellness Visits 8/19/15 Care Coordinator Roundtable Session 1 9/30/15 Care Coordinator Roundtable Session 2 10/14/15 Coordinating Care for Beneficiaries with Complex Care Needs 6/24/15 Coordinating with Hospitals and Specialists 12/15/14 Coordinating with Post-Acute Care Providers 11/21/14, 11/19/15 Engaging Office Managers in ACOs 12/10/15 Engaging Pharmacists in Accountable Care 7/19/16 3

Past Webinar Materials (cont.) Evidence-Based Medicine 1/7/14, 1/24/14 Internal Cost and Quality Reporting 4/17/14, 5/22/14 Lessons from GPRO Reporting 1/17/14, 10/28/14, 10/28/15 Lessons Learned from the Million Hearts Initiative 7/29/15 Provider Engagement 9/9/14, 10/1/14 Strategies of SSP ACOs Achieving Interim Savings 4/4/14, 4/11/14, 5/2/14, 5/16/14 Strategies of SSP ACOs Achieving Shared Savings 4/15/15, 4/29/15, 5/12/15, 5/19/15, 1/7/16 Using Data to Drive Performance 6/8/15, 5/19/16 In the ACO portal, materials for these and other webinars are located in the Events Calendar, and Program Announcements section, under Learning System Webinar Materials 4

Webinar Agenda Housekeeping items Welcome from CMS Presentations: Broward Guardian Mission Health Partners Chautauqua Region Associated Medical Partners Questions and answers Wrap-up 5

The widget menu located at the bottom of the event console contains various resources for the webcast. You can resize a widget by clicking on the maximize icon on the top right of the widget or dragging the bottom right corner of the widget panel. Q&A: Pose questions to the presenters or submit technical questions. Help: Access technical information about the webinar platform and test your system. Resource List: Download documents related to this webcast. Closed Captioning: Access the live closed captioning feed for the webcast. Survey: Submit feedback about the webcast via the post-event survey. For audio: Listen via your device s speakers, or join the teleconference at 1-857-232-0156 (toll number); Access Code: 271840 6

Welcome from CMS Featured topic Upcoming events Polling questions Thank you! 7

Broward Guardian John Harkins Executive Director 8

A Holistic Approach to Improving Beneficiary Health Medicare Shared Savings Program ACO Learning System

ACO Background Start Date: January 2014 Track 1 Model No Advance Payment Memorial Healthcare System (MHS) is Participating Provider 75 Participating Providers 9,000 Attributed Beneficiaries 95% EHR Penetration with 15 different platforms (most common EHR is eclinicalworks promoted by MHS)

Broward Guardian Culture Collaboration between Memorial Healthcare System (MHS) and Community based Primary Care Physicians. MHS is the 4 th largest public health system in the country and the only hospital provider in the market Located in Southern Broward County, boarding Miami- Dade County. Geographically small, but diverse population mix Extremely high benchmark MA (Medicare Advantage) Risk penetration is high (preferred method of contracting for providers and payers)

Focusing on the Three-Part Aim (Quality/Access/Costs) Strategy Driven by Limited Access to Capital Reality: Generate Savings or Close up Shop Focus on Short Term Savings Strategies Cost verses Benefit Short Term verses Long Term Physicians understand the relationship between Quality and Savings More Primary Care Utilization Avoid Unnecessary/Avoidable Utilization

Overall Performance 2014* Attributed Lives: 5,800 Benchmark: $17,038*** 2015 Actual Performance: $16,619*** ($16,436 before adjustment) Attributed Lives: 9,788** Benchmark: $15,540*** Actual Performance: $14,402*** Savings per Beneficiary: $1,138 ($11 million) *Because of delays, the Broward Guardian Care Coordination program did not begin until October 1, 2014. **We added 25 participating providers in 2015. ***Benchmark and Actual Performance numbers are presented as per beneficiary numbers.

Broward Guardian Care Coordination Model Engage High-Risk Patients High Cost and High Risk Develop Individual Care Plans Beneficiary/Caregiver/Provider Include Personal Goals Frequent Interaction and Contact Right service, Right Time, Right Place Reduce Avoidable Readmissions Reduce Unnecessary ED Utilization Eyes and Ears of the PCP

The Care Team Director of Nursing(1) Clinician and Manager Inpatient Care Coordinators(2) (Navigators) Visit every patient that present at the 2 main Memorial Hospitals. Critical Strength is ability to effectively communicate Care Coordinators(3) LPNs or MAs 1 Coordinator to Every 150 Active High-Risk Beneficiaries Telephonic Follow-Ups on ALL Hospital Patients Telephonic Chronic Case Management (CCM Program) Ongoing Coordination for Long-Term High-Risk Beneficiaries Assessments and Care Plan Development

What is a High-Risk patient? High-Cost Multiple Admissions/Readmissions Multiple Co-Morbidities Poly-Pharmacy High ED Utilization Low Encounters Demographics (age, socio-economics) WHAT ABOUT THE NON-CLINICAL FACTORS?

Borrowing from the Managed Care Community Chronic SNP(Special Needs Plans) Management Comprehensive Assessment Risk Stratification Individualized Care Plans Manage/Evaluate/Reassess Managed Long Term Care (MLTC) Home and Community Based Services Caregiver Engagement Holistic Approach

Traditional Data-Driven Risk Models Generate Quarterly Reports Identifying High-Risk Beneficiaries and Distribute to Each Practice High, Medium and Low Risk differentiated by Red, Yellow and Green Based Only on Claims Data No Subjective Input Individual DOB Gender # of Admissions # of Re-admissions* # of ER Visits # of Office Visits Highest Paid Diagnosis Total Paid Risk Score Please schedule an appointment with the following Medicare beneficiaries immediately and every month thereafter DOE, JOHN 01/01/1900 M 1 0 4 111 Retinal Disorders $ 73,126.39 3.57 DOE, JOHN 01/01/1900 F 2 0 0 28 Colorectal Cancer $ 34,951.71 1.15 DOE, JOHN 01/01/1900 F 0 0 0 25 Cataract $ 10,453.13 1.05 Please schedule an appointment with the following Medicare beneficiaries as soon as possible and every 3 months thereafter DOE, JOHN 01/01/1901 F 0 0 2 58 Rheumatoid Arthritis $ 59,634.61 2.15 DOE, JOHN 01/01/1901 M 1 0 0 41 Osteoarthritis $ 55,896.64 2.10 DOE, JOHN 01/01/1901 M 0 0 0 28 Multiple Myeloma $ 26,386.24 1.90 Please schedule an appointment with the following Medicare beneficiaries every 6 months DOE, JOHN 01/01/1901 F 0 0 1 41 Hernias $ 20,495.17 1.57 DOE, JOHN 01/01/1901 F 0 0 1 21 Osteoarthritis $ 25,782.92 1.47 DOE, JOHN 01/01/1901 F 1 0 3 15 Gall Bladder Diseases $ 10,521.51 1.46 DOE, JOHN 01/01/1901 F 0 0 0 48 Misc Cancers $ 8,122.01 1.41 DOE, JOHN 01/01/1901 F 0 0 0 42 Musculoskeletal Disorders $ 13,569.09 1.26

Comprehensive Assessment Looking Beyond the Clinical Florida 701B Assessment Tool Medicaid Qualification Managed Long-Term Care Holistic Approach Mental Health/Behavioral/Cognition Nutrition Health Conditions Specialized Services Medications Caregiver Information

The Hidden Risk A Real Life Example Patient Smith age 70 Diabetic/CHF (non-compliant) Patient Constantly Rescheduling Visits Does not get lab work when ordered Inconsistent Medication administration No glucose records Reports poor eating decisions The REAL Risk Factors Patient is primary caregiver for disabled spouse No extended family Struggles to put food on the table No air conditioning Only available transportation is neighbor

Empower the Coordinators to Think Outside of the Box!!! Success in any Disease Management or Care Management model is dependent on Patient Engagement and Self-Management. What can we do to help enable the patient to be more engaged?

Community Partnership Area Agency on Aging (AAA) and the Aging and Disability Resource Center (ADRC) Provide and Coordinate Services Free to the Beneficiary Free to the ACO Added Resource

Integrating and Coordinating Comprehensive Care Plan Clinical Interventions Non-Clinical Interventions Direct Referrals to Community Agencies Assistance with locating, qualifying, applying for services Meals on Wheels Transportation Social Programs Self-Management Training Programs Diabetes Self-Management Chronic Disease Self-Management Falls Prevention Program More Eyes On The Beneficiary

Key Areas of Focus - Summary Reducing Unnecessary and Avoidable Hospital Utilization Reduce ER/ED Utilization Reduce Readmission Rate (24%) Promote Primary Care Utilization Identify Gaps in Care Facilitate the Flow of Information Remove Barriers Identify Risk Factors Develop Comprehensive Care Plan Utilize Community Resources Become a Beneficiary Advocate

Contact Information John Harkins Executive Director Broward Guardian jharkins@bguardian.org (954)544-4065 Thank You!

Questions & Answers Please submit questions through the Q&A panel/widget 26

Mission Health Partners Robert Fields Medical Director 27

It Takes a Village: Community Resource Use by a Medicare Shared Savings Program ACO Community Resources in the MSSP I 28 Rob Fields, MD Medical Director Mission Health Partners Asheville, NC

Mission Health Partners Track and Start date: Track 1, 2015 State(s): North Carolina Advance Payment or ACO Investment Model? No Are any of the ACO participants hospitals? Yes Number of practitioners: 1,100 Number of assigned beneficiaries: 47,000 MSSP; 75,000 total 100% EHR penetration; 15 platforms within primary care alone Community Resources in the MSSP I 29

ACO Formation, Culture and Background Our formation was a collaboration between independent primary care physicians and our largest hospital system, Mission Health Provider-led with a majority of our Board seats held by independent physicians Semi-Urban Total population 800,000 in 18-county service area Total population 250,000 in Buncombe County (largest) Community Resources in the MSSP I 30

Formation and Collaboration Community interest in partnership with Mission Health Mission recognized the need for partnership outside of ownership Shared perspective and mutual respect within our governance structure Community Resources in the MSSP I 31

Care Coordination The foundation of population health Typically condition focused MHP motivated by an upstream approach Pathways Community HUB approach as the foundational model * * More information on the HUB model can be found in the AHRQ manual: https://innovations.ahrq.gov/sites/default/files/guides/communityhubmanual.pdf Community Resources in the MSSP I 32

Community Resources in the MSSP I 33

Pathways & ACO Care Management Accountability model Begins with an assessment of needs during intake process Marry a social determinant need with a community agency that does the work E.g. Legal aid organizations Community Resources in the MSSP I 34

Pathways & ACO Care Management Agencies assigned one or more social determinant pathway(s) Tool tracks completion of those pathways Collected data could lead to development of advocacy efforts e.g. transportation, housing, nutrition, med access Community Resources in the MSSP I 35

Community Partner Motivation Interest in ACO/health system alignment Data collection??shared savings?? Community Resources in the MSSP I 36

Barriers to Success Buy in using the tool Appropriate agreements need to be in place to allow access Long-term incentives for community partners Community Resources in the MSSP I 37

Contact Information Robert W. Fields, MD Medical Director, Mission Health Partners Robert.Fields@msj.org (828) 213-6108 Community Resources in the MSSP I 38

Questions & Answers Please submit questions through the Q&A panel/widget 39

Chautauqua Region Associated Medical Partners Ann Morse Abdella Executive Director 40

Chautauqua Region Associated Medical Partners (AMP) ACO Learning System: Leveraging Community Resources and Addressing Beneficiaries Social Needs Wednesday, September 14, 2016

AMP Profile MSSP participation only, July 2012 cohort; renewed contract 2016-18, Track 1 Rural upstate New York 6,600 beneficiaries Physician-Hospital Partnership 11 Independent PCPs (5 different EHRs) 4 Independent Hospital Organizations (3 different EHRs) 2 Independent SNF Organizations 3 facilities (2 different EHRs) No advance payment Shared Savings in 2014; saved 6.4%, 92% quality score

Conventional Wisdom Differing Approaches to Integration Chautauqua Health Connects

Our Plan Build Patient Centered Medical Homes and Centralize the Medical Neighborhood (Community) to Support Them Focus: Medicare Beneficiaries

Strengthening the local Health Care and Wellness Delivery System Our Strategies: Clinical Integration and Collective Impact Systemness and Relationships

Accountable Care Communities Coordinate health care inside AND outside the doctor s office Improve care and promote healthier choices in people s daily lives Policy ~ System ~ Environment

Some Things We Think We Are Doing Right Accountable Care Communities taking Geographic and Public Health Approach to design and delivery Patient Centered Medical Home and Neighborhood Continuum of Care and Community Collaborations Performance Targets and Plans: Citizenship + Quality Data Driven-reporting, structured data, and transparency Social Determinants of Health Collective Impact Framework Alignment with Other Public Health Initiatives Patient Engagement Building Care Management Capacity

Roles for NY Connects (ADRC) in an ACO Community Care Coordination: Access point for community supports & services (all ages) Ensure two-way communication with medical providers Support seamless care transitions at discharge Partner with Physicians and CBOs in new, collaborative ways, i.e. Community Services Plans (ACA) and Million Lives Initiative Non-medical services become part of the medical care plan Support for PCMH Retooling of care management to include community care & behavioral health Deploy Chronic Disease Self-Management Education & other EBI Support Advance Care Planning and Palliative Care

Projects We are Working on Together Increasing data sharing among participants Reducing readmissions Building Care Management Consumer Engagement Self-Management Aging in Place Area Agency on Aging (AAA) gradually integrating as part of the PCMH care team Long Term Care Council Advises

AAA Key Partner Area Agency on Aging Addressing Social Determinants of Health Care Transitions beyond CMMI Training & Adoption of best practices (falls, LTSS) Health Care Proxy Registry Collaboration on Complex Clients in Crisis Feedback on Community Referrals PCP staff involved in EBI

Secure Referrals In-service staff and make referrals part of their performance measures EHR Referral templates built EHR turns referral into a fax AAA fax number built-in Fax goes to AAA secure mail box AAA Acknowledges receipt 2 month follow-up report Fall screens faxed to PCP

AAA Menu of Services Referrals to EBI Stepping On Home falls assessment Tai Chi Powerful Tools for Caregivers CDSMP Community based LTSS Health Insurance Counseling Medicare & Medicaid Health Care Proxy Registry Examples of other nonmedical services that impact care: Meals on Wheels OFA Home Care Services Transportation Adult Day Care

Sharing Info with PCPs LTSS (frequency & provider) Meals PCA I or II PERs Dietician consults Home repairs/access Health & wellness classes Fall prevention (TUG scores) Exercise CDSME ADLs & IADLs Deficits only Caregiver Information Clean Medication List

Sample Clinical Measures Experience Measure 2012 2013 2014 2015 Fall Screening 31.45 40.05 44.79 62.59 Medication Reconciliation 37.58 76.6 78.35 90.12 All Cause 15.72 15.52 15.02 14.81 Readmissions Source: CMS MSSP Performance Reports

Financial Support Leverage existing county services AMP subscribes for secure messaging and referral service; Direct may replace DUA and BAA with OFA; approved by CMS AMP subcontracts for CTI coaching AMP sister rural health network assists with staff education and training

AAA ADRC expansion under Medicaid (1115 waiver) NY Statewide PeerPlace Direct communication capability is increasing Import/Export automatic reports from service data to healthcare EHRs not set up to capture Caregiver info Exploring a pilot to expand LTSS to a wider group of beneficiaries NYS Alzheimer s Caregivers Initiative Future In the Works Just launched partnership with Hospice and Palliative Care Building connections between PCMH and Behavioral Health Homes Building Community Health Teams with hospitals Just beginning discussions with County Health Department

Acronyms Used EHR: Electronic Health Record ADRC: Aging and Disabilities Resource Center AAA: Area Agency on Aging is the same as Office for the Aging EBI: Evidenced based intervention LTSS: long term services and supports ADL: Activities of Daily Living IADL: instrumental Activities of Daily Living TUG: timed up and go test. A measure used to assess falls risk PCA I: Personal care level one PCA II: Personal Care level two PERs: Personal Emergency Reporting System CDSMP and CDSME: Chronic disease self-management program or education CTI: Care Transition Intervention Program

Contact Ann Morse Abdella Executive Director AMP abdella@cchn.net (716) 338-0010 x1202 Special thanks to: Mary Ann Spanos Director Chautauqua County Office for the Aging spanosm@co.chautauqua.ny.us (716) 753-4471

Questions & Answers Please submit questions through the Q&A panel/widget 60

Please give us your feedback! Open the survey widget located in the widget menu at the bottom of your event console. Don t forget to press the submit button when finished! 61

Thank you! Slides and a link to the webinar recording will be posted to the ACO portlet. A recording will also be available tomorrow from the audience link that you used to attend. Please complete the webinar evaluation. Fee free to send questions, comments, and suggestions for future topics to ACOLearningActivities@mathematica-mpr.com 62