Transcript Fran Reynolds, Medical Practice Consultant, Tri

Consumer
Information
Requirements
April 26, 2013
1
Overview of the Session
• Welcome
• Audience Participation
• Three Views
• Patient Engagement Meaningful Use Measures
• Exploring the Use of Personal Health Records in Diabetes
Management: A Pilot Study
• Scaling Patient Engagement
• Question and Answer
2
Audience Participation
Question #1:
What type of organization do you represent?
A.
B.
C.
D.
E.
F.
1-4 physician practice
5-10 physician practice
> 10 physician practice
Federally Qualified Clinic
Hospital System
Other
Audience Participation
Question #2:
What role/job duties are you responsible for at your
facility?
A.
B.
C.
D.
E.
F.
Doctor
Nurse Practitioner
Nurse/MA
Office Manager/Administrative Staff
Consultant
Other
Audience Participation
Question #3:
Where are you and/or your organization in your
meaningful use journey?
A. Have already achieved meaningful use
B. Presently in first reporting period
C. Chose not to participate in EHR incentive
program
D. Other
Audience Participation
Question # 4:
Do you have a Patient Engagement program
underway that is supported by electronic media?
A. Yes
B. No
Patient Engagement
Meaningful Use
Measures
Fran Reynolds
Medical Practice Consultant
April 26, 2013
Welcome!
Agenda:
• Meaningful Use Goals
• What is Patient Engagement?
• Benefits
• Who is Involved?
• Patient Engagement Journey
• Meaningful Use Stage One
• Meaningful Use Stage Two
• Wrap Up
Meaningful Use Goals (policy priorities)
1. Improve quality, safety, efficiency and reduce health
disparities
2. Engage patient and families in their health care
3. Improve care coordination
4. Improve population and public health
5. Ensure adequate privacy and security protections for
personal information
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What is Patient Engagement
Patient Engagement is “ actions individuals must take to
obtain the greatest benefits from the health care
services available to them” (Center for Advancing
Health, 2010)
• Taking responsibility for your or your family’s health
• Participating in treatment/self-management
• Promotes informed decision making
Benefits
Provider & Staff
Patient & Family
Patients better prepared for visit and
self-management
Reference/record of visit/instructions
Can monitor patient’s health between
visits
Informed decision making
Communicate within their schedule
Communicate within their schedule
Generate revenue - bill collections,
reminders to schedule routine care
Supports self-awareness and selfmanagement
Promotes partnership of care with
patient and their family
Enhances communication with provider
Streamline office flow - who and when
Increases patient satisfaction
Enhance recruitment efforts
Provide patient access to data
anywhere/anytime
Improve Healthcare Cost
Who is involved?
EVERYONE!
•
•
•
•
•
•
•
PATIENT and their FAMILY!
Doctor, Nurse Practitioner
Medical Staff
Administrative Staff (front and back office)
IT Staff
Your Vendor
The COMMUNITY
Meaningful Use Stage 1 – Patient Engagement
Core:
Provide patients with electronic copy of their health information
Provide patients with a clinical summary of the office visit
(3 business days – 50%)
* Enter or modify personal or demographic information
Menu:
* Send reminders to patients for preventive and follow-up care
Provide patients with timely electronic access to their health information
(within 4 business days)
Identify and provide patient-specific educational resources
Meaningful Use Stage 2 - Patient Engagement
Core:
Provide Patient the ability to view online, download, and transmit their
health information within 4 business days of the information being
available to the EP
(Expanded from: Provide patients with timely electronic access)
Use secure electronic messaging to communicate with patients on relevant
health information
Provide patients with a clinical summary of the office visit
(1 business - day 50%)
* Enter or modify personal or demographic information
Identify and provide patient-specific educational resources
* Send reminders to patients for preventive and follow-up care
Patient Engagement is a Journey
You need a plan!
Assess Status
Stage
Access
• Where is the • When
practice?
and what
• Where is
do we
your Patient
introduce
Population?
first?
A
c
c
e
s
s
Redefine
Engage IT
Develop
Brand
• Who
• What
• What
needs
about
message
and/or
network?
do you
can
• Security?
want to
address
• Train
send to
request?
Office
your
• Document
Staff to
patients?
address
questions!
Launch &
CPI
• Friends/
Family
• What is
working
• What
needs to
change?
Patient Engagement Framework
http://www.nationalehealth.org/patient-engagement-framework
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Patient Engagement is a Journey
Step 1: Assess Status
• Assess where the practice is in the process
• Define the goals of the practice
• Reconfirm commitment of the EPs and staff
• Assess where the patient population is in the process
& Survey; focus groups
Patient Engagement Planning
Best Practices
Step 2: Stage Access
Consider launching functionality in stages
•
•
•
•
Push results
Collect data/documents
Send/receive secure messages
Send Patient Reminders
• Appointments
• Yearly exams/tests
• Request appointments
• Collect payments
• Develop care plans that are shared documents
Patient Engagement Planning
Best Practices
Step 3: Redefine
Review and refine your work flows
• ‘Right of first review’ of requests
• Set expectations/turnaround time (internal and external)
• Define and document new protocols
Patient Engagement Planning
Best Practices
Step 4: Engage IT
Engage your IT resources in the planning process
• Do you need new equipment?
• Confirm network, application and data security
• User Name & Passwords - strong, easy to remember, reset
capability
• How will you distribute these?
• Emails
• Letters to home
• Will office staff be handling IT questions … train them!
Patient Engagement Planning
Best Practices
Step 5: Develop Brand
• Develop your office-branded ‘marketing plan’
• Initial launch – letters, preferred method of contact, in office
introduction/support, kiosk
• Instruction Sheets (handout)
• Posters in the office and exam rooms
• Tee shirts
• Personal reminders during the visit
•
•
•
•
Front Desk (appointments; demographics/forms)
MA ( results; educational material)
Doctor (results; medication & instruction review)
Check Out (Clinical Summary; Billing questions)
Patient Engagement Planning
Best Practices
Step 6: Launch and CPI
•
•
•
•
Friends and Family first!
It’s a journey… continual process improvement
Communicate ‘new’ features
Run meaningful use reports for patient engagement –
take action
• Ask patients and staff about their experiences &
suggestions
• Re-survey
Patient Engagement
Meaningful Use
Measures
Patient Engagement Meaningful Use Measure
View, Download and Transmit (VDT)
Objective:
Stage 1: Provide patients with electronic copy of their health
information (upon request )
Measurement: > 50% within 3 business days
Patient Engagement Meaningful Use Measure
View, Download and Transmit (VDT)
Objective Expanded to:
Stage 2:
Measure 1: More than 50% of all unique patients seen by the EP
during the EHR reporting period are provided timely (available to the
patient within 4 business days after the information is available to the
EP) online access to their health information.
Measure 2: More than 5% of all unique patients seen by the EP
during the EHR reporting period (or their authorized representatives)
view, download, or transmit to a third party their health information
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Patient Engagement Meaningful Use Measure
View, Download and Transmit (VDT)
Best Practices:
• Provide instruction sheet for patient to retrieve data/on
line help
• Provide appropriate educational resources
• Review workflow to determine:
•
Determine who/how/when the information will be available to the
patient
• Set standard for review of outstanding request
• Help patient sign on while they are in the office
• Send questionnaire to patient
• Ask patient to send you information (blood sugar levels,
how medication is working)
Patient Engagement Meaningful Use Measure
View, Download and Transmit (VDT)
Benefits:
• Supports coordination of care
• Increased Patient Satisfaction - they are in control of
the health data
• Information is available to the patient anytime and
from any location
• Office staff does not have to handle these requests
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Patient Engagement Meaningful Use Measure
Clinical Summary of Office Visit
Requirement: Provide Clinical Summary of Office Visit
Measure:
> 50% of all visits within 3 business days
Stage 2: 1 business day
Best Practices:
• Provide instruction sheet for patient to retrieve data/ on line help
• Provide appropriate educational resources
• Review workflow - give verbal reminder to the patient
Patient Engagement Meaningful Use Measure
Clinical Summary of Office Visit
Benefits:
• Helps keep patients more engaged in their healthcare
• Increased Patient and family satisfaction - informed
decision making
• Gives patient 24 hour access to Information from any
location
• Eliminates need for office staff to preform this
function
www.healthit.gov
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Patient Engagement Meaningful Use Measures
Record Demographic Data
Objective:
Record Demographics- preferred language, sex, race,
ethnicity, and date of birth
Measure:
Stage 1 > 50% Stage 2 : 80 % of all unique patients
Patient Engagement Meaningful Use Measures
Record Demographic Data
Best Practices:
• Review integration between PM and Clinical System
• Present ‘short list’ of responses
Benefits:
• Capture accurate/changes in data
• Patient ‘owns’ this information (expand to other areas:
insurance, family history)
• Streamlines/eliminates need for staff to address sensitive
area
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Patient Engagement Meaningful Use Measures
Patient Reminders
Objective:
Send reminders to patients for preventive and follow-up
care
Measure:
Stage 1 - More that 20% of all patients 65 years or older
or 5 years old or younger
Stage 2 - CORE item 10% of all unique patients
Patient Engagement Meaningful Use Measures
Patient Reminders
Best Practices:
• Automate the process
• Review resources provided by vendor
• Build into care plan/treatment set
• Determine how information is captured for reporting
• Inform patient that information is available electronically
Benefits:
• Patients are better informed to make health care decisions
• Patient satisfaction is increased – confidence in doctor’s
attention
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Patient Engagement Meaningful Use Measures
Patient –Specific Education
Objective:
Identify/provide patient-specific educational resources
Measure: More that 10% of all unique patients seen by
the EP
Stage 2: CORE objective
Patient Engagement Meaningful Use Measures
Patient –Specific Education
Best Practices:
• Automate this process
• Review resources provided by vendor
• Build into care plan/treatment set
• Determine how information is captured for reporting
• Inform patient that information is available electronically
Benefits:
• Patients are better information to make health care decisions
• Patient satisfaction is increased – confidence in doctor’s attention
• Streamline process
http://partnershipforpatients.cms.gov/p4p_resources/tsppatientandfamilyengagement/tsppatient-and-family-engagement.html
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Patient Engagement Meaningful Use Measures
Secure Electronic Messaging
Objective: Use secure electronic messaging to communicate with patients
on relevant health information.
Measure:
A secure message was sent using the electronic messaging function of
CEHRT by more than 5% of unique patients (or their authorized
representative) seen by an EP during the EHR reporting period.
Secure/Encrypted - Secret, Tamper Resistant and Authenticated;
Relevant health information - medication refills; referrals; billing questions
Patient Engagement Meaningful Use Measures
Secure Electronic Messaging
Best Practices:
• Check with your vendor to review functionality and MU
reporting
• Show patients how to use this functionality (in office or
instruction sheet)
• Give patient information regarding ‘secure
message’/protecting their PHI data
• Give patient examples as to when it is appropriate to use this
tool (or post it on site i.e. not if life threating)
• Ask patient to send a response for follow up (no expectation
that EP must personally respond…but)
Patient Engagement Meaningful Use Measures
Secure Electronic Messaging
Benefits:
• Promotes care coordination between visits
• Addresses patient questions and concerns
• Allows providers to adjust patient care plans in a timely
manner
• Patients are better information to make health care decisions
• Patient satisfaction is increased – confidence in doctor’s
attention
• Reduces phone calls to practice
• Automatically documents communication with the patient
www.healthit.gov
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Wrap Up
How can we engage the patient and their family
in their healthcare?
Develop a marketing plan
Involve the entire healthcare
‘community’
Be committed – Engage the
patient and the staff
Work with your vendor and IT
resource
Set Expectations
Follow-up
In the course of doing these things you will meet
your patient engagement meaningful use
objectives!
Tools
• The Patient Engagement Framework
www.nationalehealth.org/patient-engagtementframework
• Interactive Forms (Vendor specific)
• Educational Forms and Suggestions
• http://partnershipforpatients.cms.gov/p4p_resources/ts
p-patientandfamilyengagement/tsppatient-and-familyengagement.html
• www.healthit.gov
Contact Us
• Visit us online at www.tristaterec.org
• Email us at [email protected]
• Call us at 513-469-7222, ext. 3
• Follow us on Twitter: @HealthBridgeHIO
• Like us on Facebook:
www.facebook.com/pages/CincinnatiOH/HealthBridge/128672340540952
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