MCIR BMI Notebook. Deliverables and Project Materials. December 2010

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MCIR BMI Notebook Deliverables and Project Materials December 2010

This project was made possible with support provided by Altarum Institute s Childhood Obesity Prevention Mission Project (CHOMP). CHOMP is an internally funded 2-year, $2.5 million effort designed to develop and catalyze systems changes to affect childhood obesity and make healthy, active lifestyles easier for children and families to pursue. CHOMP is one of three projects in Altarum s Mission Projects Initiative. The initiative aims to solve pressing health care issues using systems methods at the institutional, organizational, and community levels in partnership with the public and private sector. Altarum Institute is a 501(c)(3) nonprofit health care research and consulting organization. Altarum integrates independent research and client-centered consulting to deliver comprehensive, systemsbased solutions that improve health and health care. For more information, please visit www.altarum.org.

V. Katta A. Sheon D. Vibbert MCIR BMI Notebook Deliverables and Project Materials December 2010

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Preface The obesity epidemic among children is threatening to reverse decades of improvements to human health. Disparity in rates of obesity are likely to exacerbate differences in health and longevity that are already apparent between those advantaged by education, income, and geography and those who lack resources and access to health care. To ensure that prevention and treatment resources are allocated where most needed, local level data on obesity prevalence and trends are urgently needed. Such data may also inform efforts to plan and evaluate the impact of differences in, and changes to the built environment and policies related matters as diverse as nutrition and physical activity in schools, advertising to children, disclosure of nutrition information, farm subsidies, and insurance reimbursement for clinical prevention and treatment services. While many states have sought to collect surveillance data through schools, this approach has been difficult to implement, and misses children during the crucial preschool years. A surveillance system connected with provision of clinical care, and that captures younger children has been recognized by thought leaders as an potentially promising alternative (Longjohn, et al, 2010; Sanchez, et al., 2010; Trust for America s Health, 2009). The Michigan Department of Community Health (MDCH) is completing plans to add the pediatric Body Mass Index (BMI) Growth Module to the Michigan Care Improvement Registry (MCIR). The MCIR BMI Growth Module enables providers to enter weight and height or length measurements on children for assessment of obesity prevalence and trends. In response to provider feedback, the system was also designed to offer customized clinical decision support tools meant to help providers screen and counsel children according to current professional guidelines. The MCIR BMI Growth Module came about as a result of a happy convergence of several forces. In 2007, the American Academy of Pediatrics (AAP) issued expert recommendations regarding pediatric obesity screening and treatment (Barlow, 2007). This was a turning point insofar as there was, for the first time, professional consensus that pediatricians could and should systematically address childhood obesity. Screening all children annually for BMI is the first step in this process. The second force was the decision in 2008 of Altarum Institute to invest $2.5 million in demonstrating that systems could be changed to address childhood obesity. Recognizing that Michigan had one of the most highly functioning immunization registries in the country, and that Altarum had been a key player in the State s efforts to integrate additional functions into MCIR, Altarum proposed adding a BMI surveillance capacity to the MCIR. Its Childhood Obesity Prevention Mission Project (CHOMP) was thus able to support the provision of technical assistance for adding BMI surveillance to the MCIR. The third force was the initiation of Healthy Kids Healthy Michigan (HKHM) in 2008. This Coalition of more than 100 organizations around the state selected the addition of BMI to the MCIR as one of six policy priorities to pursue during its first year activities. The Coalition thus provided a framework through which input for the system design could be obtained. Thus, MDCH and Altarum signed a Memorandum of Agreement (MOA) establishing the a joint workplan for development of the MCIR BMI Growth Module. Altarum MCIR BMI Notebook

staff, MDCH staff, and a subgroup of HKHM s Health Policy and Action Team (HPAT) formed the BMI MCIR Work Group, meeting biweekly to develop functional specifications, provide advice on system design, and to plan for pilot testing and statewide rollout and implementation. This Notebook represents a summation of all of the documents prepared during the course of the project. While a number have been transmitted previously, several documents are being delivered formally for the first time. The Notebook includes background materials, including the needs assessment results, in Sections 1 and 2. The key document in the third section, Technical Input, is the MCIR BMI Growth Module Functional Specifications, detailing the systems intended functions. Section 4 includes documentation of system testing. A Final Report presented in that section summarizes the results of in-clinic testing plus recommendations for completing development of the MCIR BMI Growth Module and preparing for statewide deployment. MCIR BMI Growth Module functional specifications were designed with an expectation that, prior to statewide deployment, MDCH would issue a rule mandating that providers report children s height and weight once per year to the MCIR. Such a mandate would allow providers to report height and weight data following the same procedures already in use for sharing other data with MCIR. Just around the time that the functional specifications were completed, in-clinic testing was beginning and the MOU was completed, the Department reconsidered whether to pursue a mandatory rule. Instead, a rule that would allow all providers to voluntarily report height and weight data to MCIR was contemplated. Some last minute accommodation was made in the specifications in light of the possibility of a voluntary, rather than mandatory reporting system. Therefore, the MCIR BMI Growth Module Functional Specifications document represents something of a hybrid of specifications that were agreed to by the MCIR BMI Work Group, plus modifications that could be needed if a voluntary, rather than mandatory reporting system is approved by the Department. Although a voluntary rule would likely preclude MCIR BMI data from being useful for surveillance purposes, the system is still expected to benefit providers and families by supporting improved, more efficient care. And with the rise in electronic health records, there is the potential for the system to capture representative data on the subset of patients whose providers use electronic medical records. Therefore, we urge the state to move forward with implementation of MCIR BMI to demonstrate proof of concept for the many other states that have immunization registries and are seeking better methods of obesity surveillance. In addition, the systems clinical tools have the potential for improving care, benefitting providers, children and their families. We appreciate having had the opportunity to work with the Department s skilled and dedicated staff who are passionate in their desire to curtail the burgeoning epidemic of childhood obesity. MCIR BMI Notebook Altarum Institute ii

Table of Contents 1.0 Background... 1 2.0 Needs Assessment... 7 2.1 Summary of Needs Assessment Process... 8 2.1.1 Family & Provider Resources Task Force... 9 2.1.2 MCIR BMI Work Group... 9 2.2 Provider Focus Group... 13 MCIR BMI Primary Care Needs Assessment Phase I: Findings of Focus Group Report... 15 2.3 Summary of Remaining Needs... 41 3.0 Technical Input... 45 3.1 BMI Growth Module Functional Specifications... 47 MCIR BMI Growth Module Functional Specifications Report... 49 3.2 Data Quality... 107 Data Quality Standards for Body Mass Index Surveillance in Children Rport... 109 4.0 Product Testing... 119 4.1 Routine Testing... 119 4.1.1 Routine Internal Testing... 123 4.1.2 Routine Provider Testing... 123 4.2 Listing of Defects... 124 4.3 Pilot Testing... 125 5.0 External Dissemination Products... 127 5.1 National Initiative for Children s Healthcare Quality Annual Meeting... 129 5.2 UM Community Forum Poster... 137 5.3 Weight of the Nation Poster... 141 5.4 Southern Obesity Summit Presentation... 145 5.5 Health Affairs... 165 5.6 Guidebook... 177 6.0 Final Report... 179 MCIR BMI Growth Module Final Report: Technical Assistance and Future Directions... 181 6.1 Future Project Needs and Recommendations... 253 List of Acronyms... LOA-1 MCIR BMI Notebook Altarum Institute iii

List of Exhibits Exhibit 1-1: Healthy Kids, Healthy Michigan Policy Priorities... 2 Exhibit 1-2: MCIR BMI Logic Model... 5 Exhibit 2-1: Schematic of Organizations Contributing to MCIR BMI Growth Module Development... 8 Exhibit 2-2: Family & Provider Resources Task Force Report on Prevention Message... 10 Exhibit 2-3: Unaddressed Issues Arising from Altarum Technical Assistance to MDCH... 42 Exhibit 4-1: MCIR BMI Testing Scenarios... 120 Exhibit 4-2: Pilot Testing Materials... 125 Exhibit 5-1: Guidebook for Implementing Body Mass Index Surveillance Capacity in Immunization Information Systems... 177 MCIR BMI Notebook Altarum Institute iv

1.0 Background The MCIR BMI Growth Module (MCIR BMI) is designed to provide timely and comprehensive data on obesity in children for the State use for surveillance purposes. Additional components were added to help providers screen and counsel all children regarding obesity prevention in accordance with current professional standards. The addition of BMI surveillance to the MCIR was selected as one of six policy change priorities selected by the Healthy Kids, Healthy Michigan Coalition for adoption during the Coalition s first year (see Exhibit 1-1). MCIR BMI Notebook Altarum Institute 1

Exhibit 1-1: Healthy Kids, Healthy Michigan Policy Priorities MCIR BMI Notebook Altarum Institute 2

Logic models are used in planning, implementation, evaluation, and communication and are also useful for describing group work, team work, community-based collaborative and other complex organizational processes. The MCIR BMI Growth Model Logic Model, Exhibit 1-2, is a simplified way of viewing a dynamic system. It was developed to represent the inputs from, and expected outcomes for various stakeholders. The logic model includes the following components: Inputs resources, contributions, and investments that go into the program; Outputs activities, services, events and products that reach people who participate or who are targeted; and Outcomes/Impacts results or changes for individuals, groups, communities, organizations, communities, or systems. These are represented as short term for outcomes that will occur within the first few months and long term for outcomes that will take anywhere from six months to several years to be attained. Feedback loops are shown to illustrate where outputs affect inputs, resulting in a cycle or system. Specific elements of the MCIR BMI Logic Model are described below: Inputs Crucial factors in the initial creation of the MCIR BMI Growth Module included the expertise and perspectives contributed by stakeholders, and exogenous elements such as professional consensus on BMI screening and treatment recommendations. Feedback loops from system outcomes are expected to lead to increased use of the system. Thus, as health plans introduce pay-for-performance, providers will increase their use of the MCIR, receiving increased revenue from pay-for-performance plan. Outputs, outcomes and impacts for various stakeholder groups include: Providers MCIR BMI produces various products such as growth charts and clinical decision support (CDS) tools. The CDSs are customized for patient age group and BMI percentile category. The CDSs support providers in applying the AAP Expert Recommendations for BMI screening, counseling and obesity treatment. In the short term, these guidelines are expected to increase provider awareness of the Expert Recommendations, and increase both the frequency with which providers provide obesity screening and care, and its quality. Increased obesity services could also result in increased reimbursement to providers who offer and can document the services being delivered. Clinic administrators will receive reports indicating which patients in the practice should be recalled for annual BMI screening. They will also receive reports indicating which obesity services are needed for patients attending the clinic that day, plus the CDS to prepare for services needed at the visit. MCIR BMI Notebook Altarum Institute 3

Because the CDSs include procedure codes needed for billing, providers may be more easily able to document services provided during visits for billing, and be less likely to experience denials of reimbursement claims. Children/Families MCIR BMI will generate a number of obesity prevention and treatment tools that will immediately be available to patients: Patient Behavioral Health Survey to assess the patient health status and readiness to change; Their specific growth metrics such as BMI, height and weight, and the percentile value for each as compared with the standard reference population; A growth chart showing their measurements over time, reminders from providers that annual BMI assessment is due or overdue Obesity prevention, diagnostic and treatment services customized for their age, BMI status, and history of prior treatment. Health Plans/Insurers State Community Health plans can determine the extent to which providers are following recommended BMI screening and treatment protocols to assess and improve care quality. Health plans can obtain documentation of the proportion of patients who had annual BMI screening and counseling. Once their process for obtaining the data has been certified, plans may submit this data to HEDIS for quality indication. MCIR reports generally show higher rates of compliance with quality indicators than do traditional chart audits. Therefore, they will show better results, from data obtained more easily from MCIR than standard methods. Health plans can assess the relationship between obesity screening/treatment and patient outcomes to examine whether different practitioners, or different procedures, have different patient outcomes. If the State mandates BMI reporting, then surveillance data will be available to assess obesity prevalence, trends, and disparities. Data will also enable targeting of resources to areas of greatest need. If WIC data are fed into MCIR, the State can improve the efficiency and effectiveness of WIC services. If WIC and MCIR BMI data are shared, patients can either avoid having to obtain duplicate measurements or documentation for required WIC growth monitoring. If EPSDT and MCIR can share BMI data, the state may reduce its vulnerability to legal challenges that services aren t being provided simply because documentation was not available. Surveillance data can be used to examine associations between policy and environmental differences, such as school nutrition/physical education policies and obesity prevalence/trends. Communities can thus advocate for policy changes based on surveillance data. MCIR BMI Notebook Altarum Institute 4

Communities can also use surveillance data to support funding proposals, either by documenting the need for intervention or the effectiveness of interventions in reducing obesity. Exhibit 1-2: MCIR BMI Logic Model MCIR BMI Notebook Altarum Institute 5

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2.0 Needs Assessment Needs assessment is the formal process of investigating a factors associated with gaps between the current and desired conditions. Through processes such as literature review, observations, interviews or discussions, the target population s needs are identified along with understanding of changes required to get from the current to a desired future state. Section 2.1 summarizes the processes through which additional system needs were identified and discussed. Section 2.2 presents results of a formal needs assessment activity. Section 2.3 presents issues that have been identified as needs that remain to be addressed. MCIR BMI Notebook Altarum Institute 7

2.1 Summary of Needs Assessment Process Since recognizing the potential for undertaking obesity surveillance through the Michigan Care Improvement Registry, Altarum Institute staff have ascertained system needs through various venues since 2007. After its selection of MCIR-based BMI Surveillance as a policy priority in 2008, and an offer to fund programming costs by the Medicaid program, development was anchored through various Healthy Kids, Healthy Michigan Coalition processes. Exhibit 2-1 shows the framework through which MCIR BMI system needs were ascertained. Exhibit 2-1: Schematic of Organizations Contributing to MCIR BMI Growth Module Development Medicaid Program Epidemiologists Cardiovascular Health, Nutr, & Phys Activity Sect. MCIR Developer Michigan Dept of Community Health Div of Immunizations Medical Societies Healthy Kids, Healthy Michigan* MCIR BMI Work Group^ Health Plans Health Policy Action Team% Academic Institutions Non-Profit Organizations Health Plans Provider Education Task Force# *Monthly Steering Committee Meetings, Annual Coalition Meeting %Quarterly Meetings #Intensive meeting schedule around specific products ^Bi-weekly meetings MCIR BMI Notebook Altarum Institute 8

MCIR BMI was a policy priority developed through, and nominated to the Coalition by its Health Policy Action Team (HPAT). The HPAT spawned two informal subgroups the Family & Provider Resources Task Force and the MCIR BMI Work Group. Their work was fundamental to system design and development. 2.1.1 Family & Provider Resources Task Force The Family & Provider Resources Task Force was formed in early 2009 to: Assess the needs of clinicians in working with the MCIR BMI Growth Module, and Identify resources that could be added to the MCIR to help clinicians provide optimal care consistent with professional guidelines and to deliver appropriate patient and public education materials and messages. Chaired by Ms. Sarah Poole, American Heart Association, this group completed three activities crucial to success of the project: 2.1.2 MCIR BMI Work Group After conducting an environmental scan, this group nominated 5-2-1-0 as a simple message that would underlie the MCIR BMI screening tools. Among other reasons, this message was consistent with the American Academy of Pediatrics guidance to physicians regarding their counseling activities. The Task Force s Report is shown in Exhibit 2-2. This group oversaw a formal needs assessment process conducted with providers. Results of this process are presented in Section 2.2. This group developed the Clinical Decision Support tools that were subsequently incorporated into the MCIR BMI Growth Module Functional Specifications. A work group led by MDCH Cardiovascular Health staff (Shannon Carney Oleksyk and Patricia Heiler) considered technical aspects of MCIR BMI. During bi-weekly meetings, the group translated stakeholder input into system design, balancing resources and needs. The key product of this group was the MCIR BMI Growth Module Functional Specifications (see Section 3.1) and a plan for pilot testing (Section 4.3). MCIR BMI Notebook Altarum Institute 9

Exhibit 2-2: Family & Provider Resources Task Force Report on Prevention Message Healthy Kids, Healthy Michigan Health Policy Action Team Family & Provider Resources Task Force Prevention Message Survey Results Summary February 22, 2010 Submitted by Sarah Poole, American Heart Association & Coordinator of the Family & Provider Resources Task Force BACKGROUND In the spring of 2009, the Healthy Kids, Healthy Michigan s (HKHM) Health Policy Action Team Family & Provider Resources Task Force (FPRTF) was asked by the Health Policy Action Team and MDCH to identify a prevention message that could be used across the state and serve as a simple, unified message for use by the HKHM Coalition members. The members of the Family & Provider Resources Task Force reviewed numerous prevention messages that have been used in clinical and community settings across the country. After extensive discussion and review of the pros and cons of various messages the FPRTF agreed to recommend the 5-2-1-0 message. The 5-2-1-0 message was originally developed and used in New England and is now used in numerous sites through the country. The message recommends the following: At least 5 servings of fruits & vegetables a day No more than 2 hours of screen (computer & TV) time At least 1 hour of physical activity No, or almost none, sugar-sweetened beverages Members of the FPRTF decided to recommend this message for several reasons including the evidence behind the recommendations contained in the message, the extensive use across the country, endorsement by the American Academy of Pediatrics, inclusion in the 2007 Expert Committee Recommendations on the assessment & treatment of childhood overweight / obesity, and the absence of more controversial recommendations contained in some other messages reviewed by the task force members. In the fall of 2009 concerns were raised within the HKHM Steering Committee regarding the 5-2-1-0 message and, in particular, the 0 sugar-sweetened beverage recommendation contained within the message. The FPRTF was once-again asked to review the 5-2-1-0 message decision. The members of the FPRTF who were working on the MCIR BMI Clinical Decision Support Tools at the time, reviewed the messaging pros and cons and once again confirmed the commitment to the 5-2-1-0 message although they felt the 0 could be changed to Almost None. MCIR BMI Notebook Altarum Institute 10

At the same time concerns were raised within the HKHM Steering Committee, MDCH staff were also considering the applicability of the 5-2-1-0 message across various venues and whether all elements of the message were evidence-based and consistent with national recommendations. During an MDCH staff meeting in December 2009, staff agreed to recommend use of the 5-4-3-2-1 Go! message which was developed and used by the Consortium to Lower Obesity in Chicago s Children. The CLOCC message recommends the following: 5 servings of fruits & vegetables a day 4 servings of water every day 3 servings of low-fat dairy every day 2 hours or less of screen time every day 1 hour or more of physical activity per day MDCH s decision to recommend use of 5-4-3-2-1 Go message over the 5-2-1-0 message was shared with the Healthy Kids, Healthy Michigan Steering Committee in January 2010. As a result of the recommendation and the desire to have a single message used across the state, the full membership of the Health Policy Action Team s Family & Provider Resources Task Force was asked by the HKHM Steering Committee to provide definitive feedback on the 5-4-3-2-1 Go message and the 5-2-1-0 message. An email requesting feedback was sent to FPRTF members on January 29, 2010 and the following feedback has been compiled from the responses received as of February 16, 2010. RESPONSES FROM FPRTF MEMBERS Responses were received from 12 of approximately 35 members of the FPRTF and of those responses, 6 continued to recommend the 5-2-1-0 message and 5 responded with support for adoption of the 5-4-3-2-1 Go message. 1 individual recommended a compromise which would allow for use of both messages in the state depending on which was most appropriate for the target audience. 1 individual who supported 5-4-3-2-1 Go stated that some significant modifications would need to be made to the details of the message to ensure it was consistent with the latest evidence on nutrition and beverage consumption. While most of those individuals who responded in support of 5-4-3-2-1 Go did so with a very simple response of support, a few individuals stated that they were choosing to support it in the interest of keeping with the original intent of adopting a message which would be consistently used by organizations across the state. These individuals generally indicated that the content of the message didn t matter as much as the need for a unified message. The following quote illustrates this: Although I would like to stick with our original decision, I think it is more important to have a unified front across the state and get this message out there soon. Chicago has been very successful with this campaign and it has unified the city with many community agencies and industries (that would not get on board if the "0" was used) So... I support the adoption of the 54321 Go! message. Let's move forward. MCIR BMI Notebook Altarum Institute 11

The individuals who expressed support of 5-2-1-0 often did so with a more detailed email response outlining why they support 5-2-1-0 over 5-4-3-2-1 Go. One individual reminded the group that the AAP has endorsed and will be using the 5-2-1-0 message. Others stated that they preferred the 5-2-1-0 message because they felt it had been reviewed by the FPRTF members two previous times and that each time it was felt to be the most evidence-based message. One physician who works at Henry Ford Health System stated the following: Just to share our experience, we adopted the use of 5210 about one year ago and have found it very easy to use both as a prevention tool and for treatment discussion with our overweight children. We had a Childhood Obesity conference at Henry Ford in Jan 09 for our pediatricians and introduced this messaging. We are using handouts and posters in rooms which has met with a very good response. It is helpful to begin this discussion with our young families as a healthy lifestyle. Our experience has been very favorable. Finally, the individual who recommended a compromise solution suggested that both 5-2-1-0 and 5-4-3-2-1 Go! could be used in ways which emphasizes the strengths of each. I propose that the HPAT recognize that the messages preferred by clinicians (to meet training needs, practice needs, patient educational needs, etc) are going to be more forceful and specific when it comes to making dietary recommendations related to sugar consumption. This is largely because overweight and obese kids being seen in clinic generally have higher health risks than those in the general population. We could thus think of the 5-4-3-2-1 Go! message as a primary prevention message, and the 5-2-1-0 message as a secondary prevention tool Thus, HKHM (and MDCH where applicable) should apply the 5-2-1-0 message to media and materials likely to be encountered in clinical settings (e.g., the MCIR, in AAP materials, etc). And, 5-4-3-2-1 Go! can be used by HKHM and MDCH (with HPAT understanding and support) when connecting the message to lawmakers, grocers, schools, etc. MCIR BMI Notebook Altarum Institute 12

2.2 Provider Focus Group Members of the Family & Provider Resources Task Force identified an opportunity to gather early insight from pediatricians attending an obesity continuing educational meeting of the Michigan Chapter of the American Academy of Pediatrics (AAP-MI) on March 21, 2009. Planned by Task Force members, Altarum Institute staff facilitated the session, and analyzed and summarized the focus group data. The findings are presented in the MCIR BMI Primary Care Needs Assessment Phase I: Findings of a Focus Group. MCIR BMI Notebook Altarum Institute 13

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2.3 Summary of Remaining Needs Issues that have been identified through the life of the project but that haven t been addressed are presented in this section. Space is included in the report to allow for designation of a party responsible for completing each item identified. MCIR BMI Notebook Altarum Institute 41

Exhibit 2-3: Unaddressed Issues Arising from Altarum Technical Assistance to MDCH Issue or Objective Next Steps Completing development/implementation of MCIR BMI functional specifications Growth charts Data quality assessment Develop aggregate reports for provider, clinic, health plan and state levels. Issues for further development Create interfaces with other data systems to increase quantity and utility of MCIR BMI data Complete programming of specifications regarding printing of height, weight, and BMI values and percentiles. Consider allowing providers to select multiple assessments for printing on growth chart. Review helpdesk calls; prepare additional training, outreach, FAQs, etc. as needed. Convene data quality committee. Establish data quality assessment procedures, consistent with MCIR data quality monitoring procedures and other obesity surveillance data program standards. Generate and review MCIR BMI data quality reports to evaluate whether updates are needed to alerts and flags for biologically implausible values. Ensure clarification regarding inches vs. feet/inches vs. cm; fractions vs. decimals, and pounds/ounces/fractions of pounds and kg/grams. Generate audit reports to determine rate of MCIR BMI alert overrides, predominant input of data as whole numbers, etc. to identify need for system enhancement or training. Add alert for BMI calculations made up to 3-months post-partum to alert providers that weight status assessment requires clinical interpretation. Define access to BMI data for various categories of MCIR users including providers, clinic administrators, health plans, and public health officials. Consider sensitivities around weight-related data, particularly concerning commercial access to patient BMI data Review MCIR user agreements to ensure that transmittal of BMI data is covered. Add BMI to existing recall and other batch reports. Consider other report suggestions included in MCIR BMI Functional Specification for inclusion in future updates. Interface with Women, Infant and Children (WIC) program to share BMI data. Obtain additional demographic data and family history information from various sources (e.g. EMR upload, Vital Records, etc.) for facilitate treatment and research. Incorporate information about community and referral resources for obesity prevention and treatment. Responsible Party Complete elements included in Functional Specifications or designated as high priority enhancements. Change color used to designate measurements during pregnancy. (Pink currently designates both OVERDUE measurements, and measurements obtained during pregnancy.) Update pregnancy fields to include Start Date, Expected Due Date, and Actual Delivery Date. Add alert for BMI calculations made during the 3-months post-partum period to alert providers that the BMI values may need clinical evaluation. Add alerts for patient crossing BMI percentile categories within a given timeframe. Review 2010 CDC recommendation to use WHO international growth standard for assessment of growth in children 0-2; and WHO use of BMI in children 0-2. Consider harmonizing MCIR specifications as indicated. MCIR BMI Notebook Altarum Institute 42

Issue or Objective Issues for further development Consider enhancements from sources such as focus group sessions, meetings, discussions, etc. Planning for MCIR rollout Next Steps Create data Interface with WIC program. Provide access to community and referral resources to provide support to patients. Consider allowing allow entry of adult height and weight, and calculation of adult BMI values and weight classification. Develop clinical decision support for patients under two years of age and for underweight children. Develop vaccine forecasting feature for premature/low birth weight infants. Create option for providers to specify which values should appear on printed growth charts (e.g. all, quarterly, annually, etc.). Consider harmonizing age cutoffs for various features (e.g. growth chart, CDS, pediatric BMI calculation). Consider development of other suggested aggregate and surveillance reports. Responsible Party Note: In light of uncertainty around the proposed rule language, readers are referred to the MCIR BMI Module Roll-Out document and HPAT Identified Next Steps documents maintained by Ms. Heiler. Following are key issues that should be addressed in light of new rules. Determine optimal, patientbased reporting interval and communicate that to providers. Plan communication strategy for providers, parents, medical societies, and health plans. Develop models for integration of BMI screening and use of MCIR tools in various prototype clinic settings. Coordinate with efforts to train provider on obesity screening and counseling. Depending on rules, specify a reporting schedule (e.g. yearly based on calendar or birth date) that would optimize data for surveillance purposes. Replicating typical MCIR roll-out procedures where possible, alert providers and medical societies regarding reporting opportunity/mandate. Instruct providers regarding administrative rule consent requirements. Prepare FAQs that will address anticipated privacy concerns, questions about BMI limitations/benefits, and obesity treatment option (see FAQs on Altarum s website: http://www.altarum.org/research-initiatives-health-systems-health-care/improvinghuman-health-systems-mission-projects/bmi-faqs). Explore social media and other innovative strategies to reach providers and clinic staff. Provide guidance on revising clinic flow to facilitate access to BMI screening tools, taking advantage of opportunities presented from EHR adoption and meaningful use. Encourage clinics to incorporate perspectives of all staff when changing office practices to account for differing costs and benefits for different staff members. Include MCIR BMI tools in all provider obesity training. Incorporate in provider training, information about referral opportunities for patients needing intensive intervention, and about insurance coverage for obesity screening. MCIR BMI Notebook Altarum Institute 43

Issue or Objective Next Steps Leveraging incentives to promote use of MCIR BMI Growth Module Assess and circulate information about insurance reimbursement for obesity screening and care. Ensure alignment between MCIR BMI specifications and requirements for HEDIS Weight Counseling Measure. Determine whether survey of health plan reimbursement strategies (developed by Dr. Peterson and Mr. Murdoch of MI-AHP) has been circulated to health plans. Follow-up with Michigan Association of Health Plans Quality Directors and with Blue Cross, Blue Shield of Michigan to learn about current and planned PFP and PGIP measures. Connect with MQIC regarding their designation of obesity as priority area. Ensure next Medicaid RFP includes strong incentives around BMI screening and treatment. Assess baseline provider practices regarding BMI screening and counseling. Assess changes in provider practice following introduction of MCIR tools. (Note: simultaneous introduction of EMRs with some tools will complicate this effort). Determine baseline rate of requests for, and receipt of reimbursement for screening and treatment services, and rate of insurance denials. Review annually to assess trends in reimbursement and denials. Medicaid offered to review Medicaid billing data (see HPAT meeting May 11, 2010 for details). Review 2010 changes to HEDIS WCC measures; review HEDIS specifications annually and modify MCIR design or HEDIS extract specifications accordingly. Seek auditor input regarding use of MCIR BMI data for HEDIS WCC measure. Determine baseline HEDIS WCC results for Michigan providers in 2009. Review results annually to determine progress (see for example, recent results from Tennessee: p. 34: http://www.state.tn.us/tenncare/forms/hedis09.pdf) Work with health plans to produce HEDIS extracts for the childhood obesity metrics. Address concerns about potential for health plan misuse of individual-level weight data. Promote use of HEDIS data for improved screening, care, and MCIR BMI data entry. Responsible Party MCIR BMI Notebook Altarum Institute 44