Aging and Disability Business Institute Pre-Conference: Opportunities in Health Care Payment and Delivery System Reform.

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Aging and Disability Business Institute Pre-Conference: Opportunities in Health Care Payment and Delivery System Reform April 3, 2017

Business Institute Mission: The mission of the Aging and Disability Business Institute is to build and strengthen partnerships between aging and disability community-based organizations (CBOs) and the health care system. Long-term outcome: Increase in the number of CBOs successfully implementing business relationships (contracts) with health care payers.

Business Institute Funders The John A. Hartford Foundation The Administration for Community Living The SCAN Foundation The Gary and Mary West Foundation The Colorado Health Foundation The Buck Family Fund of the Marin Community Foundation

The National Association of Area Agencies on Aging (n4a) American Society on Aging (ASA) Independent Living Research Utilization/National Center for Aging and Disability Partners in Care Foundation Elder Services of the Merrimack Valley/Healthy Living Center of Excellence National Council on Aging (NCOA) Evidence-Based Leadership Council (EBLC) Meals on Wheels America (MOWA) Business Institute Partners

aginganddisabilitybusinessinstitute.org

Partnering with Primary Care to Improve Access and Care Coordination Tim McNeill, BSN, MPH, Health Care Consultant Robert Schreiber, MD, Medical Director of the Healthy Living Center of Excellence; Clinical Instructor of Medicine, Harvard Medical School

Partnering with Primary Care to Improve Access and Care Coordination Rob Schreiber MD, AGSF, CMD Medical Director of Elder Services Merrimack Valley Medical Director, Evidence-Based Programs at Hebrew SeniorLife Medical Director, Healthy Living Center of Excellence Harvard Medical School

John A. Hartford Change AGEnts Initiative Patient Centered Medical Home Network

Change AGEnts - PCMH Network Mission Transform PCMHs to improve the care of older adults and their caregivers. Advocate for and promote thoughtful insertion of geriatrics into the PCMH model. Identify ways to improve the skills of PCMH clinicians who may not have formal geriatric training, at both the patient and population levels. Members Robert Schreiber, MD, AGSF, CMD David Dorr, MD, MS Christine Fordyce, MD Robyn Golden, MA, LCSW Molly Mettler, MSW Toni Miles, MD, PhD Aanand Naik, MD Harry S. Strothers III, MD, MMM, Tasha Woodall, PharmD, CGP, CPP (previous) Colleen Casey, PhD

Paper Highlights The integral role of community-based organizations in helping PCMHs maintain older adults independence and quality of life How practices can improve outcomes by implementing evidence-based models of care including self-management programs, care transitions programs Links to resources in addressing workforce issues, partnering with communitybased organizations, accessing clinical assessment tools, ensuring patient safety, and more

Paper Highlights How advanced PCMHs can benefit under the MACRA and employ APMs without risking financial loss Challenges & opportunities PCMHs face in five areas: comprehensive care, whole-person care, patient empowerment & support, care coordination & communication, and ready access to care

Why a CBO Focus on Primary Care? Majority of older adults receive care from primary care teams without formal training in the needs of older adults; Historically, the bulk of high need patients in primary care practices are older; Primary care is increasingly the focus of health reform to reduce risk, improve outcomes, and reduce costs (in programs mostly known as Patient-Centered Medical Homes or Advanced Primary Care)

Comprehensive Primary Care (CPC) and CPC+

Why a Paper about older adults focused on PCMHs?

Environmental Scan

Prevalence The U.S. Healthcare Reality: Multiple Chronic Conditions Challenge 26% of adults have MCC 66% of fee-for-service Medicare beneficiaries have MCC 67% of Medicaid beneficiaries w/ disabilities have 3 or more conditions. Sources: Anderson, RWJF, 2010; Kronick, CHCS, 2009; Lee, JGIM, 2007; Machlin, AHRQ, 2011; Vogeli, JGIM, 2007; Ward, PCD, 2013; Warshaw, Generation, 2006; Wolff, Arch Intern Med, 2002; http://www.cms.gov/research-statistics-data-and-systems/statistics-trends-and-reports/chronic-conditions/maps_charts.html; http://www.ahrq.gov/professionals/prevention-chroniccare/decision/mcc/mccchartbook.pdf

Healthcare Transformation has Begun

AAA Community Organizations Area Agency on Aging/Community based Organizations The Expanded Chronic Care Model, (Barr, Robinson, Marin-Link, Underhill, Dotts, Ravensdale, & Salivaras, 2003).

The Critical Role of Community-Based Organizations In Delivery System Reform Managing chronic conditions Chronic disease self-management Diabetes self-management Nutrition programs (counseling, education & meal provision) Education about Medicare preventive benefits Peer supports Telehealth/telemedicine Evidence-based care transitions Care coordination Information, referral & assistance/system navigation Medical transportation Evidence-based medication reconciliation programs Evidence-based fall prevention programs/home risk assessments Nutrition programs (counseling & meal provision) Caregiver support Environmental modifications Housing assistance Personal assistance Preventing hospital (re)admissions State aging & disability agencies ACL Diversion/ Avoiding longterm residential stays Community-based aging & disability organizations Activating individuals Transitions from nursing facility to home/community Person-centered planning Self-direction/self-advocacy Assessment/pre-admission review Information, referral & assistance/system navigation Environmental modifications Caregiver support LTSS innovations Transportation Housing assistance Personal assistance Evidence-based care transitions Person-centered planning Peer supports Self-direction/self-advocacy tools & training Chronic disease self-management Information, referral & assistance/system navigation Benefits outreach and enrollment Employment related supports Community/beneficiary/caregiver engagement Community training Supported decision-making Assistive technology Financial management services Independent living skills Behavioral health services Nutrition education

Visual Representation of Time Spent at PCP A patient s experience of medical care for a chronic condition in the context of her entire life. (Riggare, n.d.).

What is the Bridge to Community-Based Integrative Care? LONG-TERM SERVICE SUPPORTS CARE TRANSITIONS CHRONIC DISEASE MANAGEMENT COGNITIVE SCREENING AND REFERALS CAREGIVER SUPPORT END OF LIFE PLANNING Behavioral Health Supports Activated, Empowered and Engaged Patients

Money in in the Health System Be bilingual- learn the language of health care. Understand what keeps them up at night to create interventions to help them solve their problems.

Developing Physician Champions http://ncoa_archive.ncoa.org/improvehealth/center-for-healthyaging/content-library/md-linkpartnering.html

Social Determinants Housing, Transportation and Living environment LTSS Supports-Care Transitions Level of independence, caregiver and/or social supports Financial stability and access to benefits Cultural and social barriers to care Social Inclusion Education Community-Based Integrative Care Population Health Access to Health Care Health Disparities End of Life Planning Medication management and reconciliation Compliance and adherence to care and self-management Patient Centered Care coordination, navigation, assessment Patient Activation Engagement Behavioral Health Supports Motivational Interviewing Chronic Disease Management Programs Values, preferences, and advanced directives Tool to manage health and chronic conditions Patient and Caregiver Activation and engagement

Value Proposition for Community-Based Integrative Care Conflict Free Patient activation Outcomes Independence Days at home Admissions/1000 Functional Measures Advance Directives Falls in community Depression

Know your value Cost Avoidance Improved activation Improved satisfaction http://www.n4a.org/files/asa%20article_v37n4_tabbush_july -August2016.pdf

What does your organization do as well or Better than anyone else in your area? Example: We serve our clients for life, not episode focused. have a holistic approach to support individuals in their homes. serve individuals across all care settings. are the eyes and ears of medical professionals in the home. provide one door to many services to support individuals in their homes. are the best value to improve the health of your community/patients. have served your community/patients for 30+ years and continue to do so today. Not Insurance Driven Mission driven BUT Data Informed 99

How can you Develop an Adding Value Strategy? Align your work with the priorities, and fiscal imperatives of Integrated Care Organizations and the other payers in the health care system such as hospitals and emerging ACOs. Understand the fiscal incentives driving those organizations capitation, pay-for-performance, financial penalties for avoidable admissions. Redefine and, if necessary, restyle your products and services to support the payors needs. Why do they need you? Value Added areas can include: Prevention & chronic disease management Patient activation and education Reduced unnecessary utilization of health care Improved access to care Reduced incidence of avoidable hospitalizations Improved overall patient experience and satisfaction Information Systems to track services and outcomes

Integrated in Health Care Goals Expansion of the Care Team to include the patient s home and community-based networks Improve coordination of care and provide appropriate nonmedical interventions to patients with difficulties, such as socioeconomic, physical, functional, and behavioral health issues Effective communication for timely and efficient referrals, hand offs, and closing the loop Patient centered care plans with realistic goals and resources for implementation Measurement for required matrix (Tobacco, BMI, Fall Risk, Advanced Directive, Vaccinations)

Integration in Action: The Healthy Living Center of Excellence Vision: Transform the healthcare delivery system. Medical systems, community- based social services, and older adult will collaborate to achieve better health outcomes and better healthcare, both at sustainable costs. Key Features: * Statewide Provider network of diverse community based organizations * Seven (7) regional collaboratives * Centralized referral, technical assistance, fidelity, & quality assurance * Multi-program, multi-venue, multicultural across the lifespan approach * Centralized entity for contracting with statewide payors * Diversification of funding for sustainability *EBP integration in medical home, ACO and other shared settings

90+ member CBO provider network 7 regional collaboratives 600+ program leaders 14 evidence-based programs 16,000+ participants since 7/2013 20,000+ older adults since 2008 HLCE website traffic Over 1,000,000 annually 2,600 visits per month 1,300 unique visitors per month Massachusetts by the Numbers www.healthyliving4me.org 103

Odds of Hospital Use for Ambulatory Care-Sensitive Conditions after Year One, by Patient Activation Level Lowest Patient Activation Level highest Judy Hibbard et al, Health Services Research On-Line August 23, 2016, https://www.ncbi.nlm.nih.gov/pubmed/27546032

Stories of Use by Stakeholders Incorporating AAA social worker in PCMH care management Community-Based Organizations Working with Federally Qualified Health Centers

Get the paper: bit.ly/2cjvpg8 ****** Join the conversation on Twitter: #PCMH_Roadmap

Questions

The Role of the CBO in Leading Change in the Healthcare Market Timothy P. McNeill, RN, MPH

1 Healthcare Market Changes 2 3 MACRA Chronic Care Management 4 Creating a Win-Win for each party

Healthcare Landscape Changes Have Arrived The Patient Protection and Affordable Care Act Initiated massive changes to the healthcare payment system MACRA: Medicare Access and CHIP Reconciliation Act Shift from fee-for-service to payment for Value Physician fees will increase or decrease based on quality and cost performance MLTSS Final Rule Changes Medical Loss Ratio General Theme We must reign in Medicare & Medicaid spending because current growth is unsustainable

Where are there costs in the system A system that pays for value will focus on where the highest cost drivers are: Improve clinical outcomes and reduce costs Institutional Care (Acute and Post-Acute Care) Reduce preventable admissions Readmissions Avg. length of stay at a SNF is 20 days Goal is to eliminate SNF stay or reduce the LOS to 12 14 days HCBS is essential to support these goals

How CBOs Impact Spending on Medicare beneficiaries Keep people healthy, active, and engaged in their community as long as possible Reducing institutional care Readmissions Increase the use of HCBS to support consumers in the community as long as possible Increasing patient activation / Health Coaching Complex Care Management Improving consumer disease self-management skills DSMT, Falls Prevention, CDSME, PEARLS

CMS Recommendations in Physician-CBO alignment CMS - Guide to Preventing Readmissions among Racially and Ethnically Diverse Medicare Beneficiaries (2015) Direct collaboration between hospitals, community physicians, and CBOs to address the medical, social, and behavioral factors impacting health outcomes CMS Interpretive Guidance for Hospitals Discharge Planners should directly engage Area Agencies on Aging, ADRCs, and CILs to determine eligibility and delivery of expanded HCBS for hospitalized patients

Where are there opportunities for CBOs? MACRA MIPS Physician Quality Reporting Requirements Alternative Payment Models ACOs Bundled Payment - BCPI CJR Lower extremity joint replacement (Moves to risk phase in 2017) AMI / CABG / Cardiac Rehab (2017) SHFFT Femur and Hip Fracture (2017) MLTSS MLTSS Rule Changes Standard Quality requirements MLR Requirements

MACRA MEDICARE ACCESS AND CHIP REAUTHORIZATION ACT

MIPS Reporting Requirements - ecqms or emeasures 2017 is the MIPS transition year All Physicians accepting Medicare must report Baseline established for future payment adjustments electronic Clinical Quality Measures ecqms Specific clinical quality measures that must be reported by physicians, providers, and hospitals that are eligible for incentive payments MACRA regulations begin to link provider performance on ecqms to payment 116

Provider Merit Incentive Payment System 117

Provider MIPS Categories applicable to CBOs Quality Diabetes outcomes Depression screening Fall risk Advancing Care Information Referrals to community programs Send a summary of care Improvement Activities Care transitions documentation Engagement of community for health status improvement Evidence-based interventions to promote self-management Chronic care and preventive care management 118

Chronic Care Management SUPPORT FOR MANAGING 2 OR MORE CHRONIC CONDITIONS

What is Chronic Care Management An extensive range of services intended to support a person to improve clinical outcomes and reduce exacerbation of disease Managing Transitions Care Management Services Coordinating community and social support services Coordinating with external agencies supporting the consumer Disease self-management support Health Education Symptom management Medication management

Description of the population receiving CCM today Initial CCM benefit Began in 2015. Expanded January 1, 2017 2015 2016: 513,000 Unique Medicare beneficiaries received the service Frequency = 4 times per person Participants tend to have a higher disease burden and suffer from social determinants of health Recipients are more likely to be dual-eligible Physicians report clinical staff spending 45 60 min per month per beneficiary on CCM 121

What are the characteristics of Duals? Nationally, there were 9.6 million dual-eligible beneficiaries 3.9 million were under age 65 5.7 million were aged 65 and older Per capita spending (Medicare) Duals $17,668 Non-Duals $8,381 Per capita spending when the ESRD population is removed Duals $16,216 Non-Duals $8,042 Data book: Beneficiaries dually eligible for Medicare and Medicaid January 2015 MedPAC 122

Medicare Beneficiaries in Maryland Nationally only 513,000 Medicare beneficiaries received any Chronic Care Management Services 2015-2016 In contrast the State of Maryland Medicare Beneficiaries (CY2010) 827,000 Dual-Eligible Beneficiaries (CY2010) 119,000 Data book: Beneficiaries dually eligible for Medicare and Medicaid January 2015 MedPAC 123

Hospital Interview - December 2016 I conducted an Interview with a hospital with higher than average readmission rates and a higher volume of Medicaid Dual-Eligible beneficiary population TCM/CCM Solution: Outsourced care management to a for-profit third party care management company Findings: Third party company makes a person-centered plan and makes suggestions about community resources to obtain necessary services They often give patients the number to the Office of Aging to get help Outcomes: Services not available (waiting lists) System difficult to navigate 124

Eligibility Chronic Care Management services can be provided to any Medicare FFS beneficiary that meets the following criteria: Must have Medicare Part B benefits Co-Insurance requirements apply Must have two or more chronic conditions that are expected to last at least 12 months Chronic conditions could lead to worse health outcomes or death is not properly managed Eligibility for CCM and Complex CCM are the same Intensity of services defines which code to use

Chronic Care Management Opportunity Medicare Providers can deliver this service or contract with a third-party care management company to provide the service Services can be provided by General Supervision Incident To rules have been changed to include Transitional Care Management and Chronic Care Management Services as services that can be rendered under General Supervision Requires development of a Person-Centered Care Management Plan

Target Population Concerns have be raised that certain populations will have limited access to these services Minority Populations Rural Populations Low-income Populations (Duals) Congress mandates that CMS report the utilization of these services by highrisk populations

Benefits to the Clinician Increased compliance with prescribed treatment regimen Increased revenue resulting from increased E/M visits and preventive health visits Additional support for moderate-high risk patients without building the chronic care management delivery system Improved quality measures Alternative Payment Models Merit Incentive Payment System (MIPS)

Benefits to the CBO Clinical Integration with community providers Incorporation of preventive health programs into the treatment regimen Program sustainability pathway by operating as a contact case management organization serving moderate-high risk Medicare beneficiaries with 2 or more chronic conditions Reliable revenue source to support program expansion

Prepare for Potential Push-back Your Organization has no experience providing care management services We are the leading waiver case management provider in the region serving primarily duals and Medicaid and the only OAA service provider We cannot outsource the service unless your staff become our employees Regulations specifically allow physicians to outsource the service to a third party and have no employer relationship with the staff performing the work Services can be provided under General supervision

Prepare for Potential Push-back (cont.) You don t have evidence-based programs for this population PEARLS, Stanford, Fall Prevention, etc. Only licensed staff can perform care management service Requirements include clinical staff using CPT definition (AMA specifically supporting Health Coaches for this purpose) ACA will be eventually fail and be repealed and replaced MACRA is a separate bipartisan bill HIPAA prevents us from sharing any information with you to provide care management services Requirements specifically outline that HIPAA requirements DO NOT prevent a physician from sharing clinical information with third party for this purpose

Rate and Duration of Services CPT Code Rate Duration 99490 - CCM $42.71 Billed each calendar month 99487 - Complex CCM $93.67 Billed each calendar month *only one CCM code can be billed per month 99489 Add on per 30 min $47.01 Billed for each 30 min of additional services beyond the 99487-60 min encounter

Path to Sustainability Identify local providers participating in alternative payment models Identify small to medium size physician practices that lack infrastructure to build a chronic care management program Meet with the practice manager and/or medical director to present the model Outline the potential revenue and the benefits to each organization along with expected health outcomes

Process Steps Express your interest in providing chronic care management services as a contracted CBO partner Define the services that your organization would provide Provide a sample care management plan that includes the services you will provide Outline how you will provide the necessary staff to implement the program and the frequency Define how your services will integrate with the clinical services provided by the clinic Define the methods that will be employed to increase revenue to the practice

Creating a Win Win for both organizations Physician Improved patient compliance Dedicated care management staff to provide additional support to patient population Access to community resources Access to Medicaid-funded LTSS provider resources and staff that are experts in serving older adults and persons with disabilities CBO Clinical Integration Sustainable Revenue Partnership that supports MCO contracting

Questions Tim McNeill, RN, MPH Phone: (202) 344-5465 Email: tmcneill@me.com

Questions?