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Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence A. O’Malley, MD June Simmons, CEO Partners in Care foundation Alex Bartolic, Continuing Care Administration, Minnesota Department of Human Services John Martin, Ohio Department of Development Disabilities Lee Mendoza, Office of Aging and Adult Services, Louisiana Department of Health and Hospitals Eric Weiskopf New York State Office of Health Information Technology November 5. 2014

Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

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Page 1: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered

Home and Community-based Services

Jennie Harvell, HHS/ASPE

Terrence A. O’Malley, MD

June Simmons, CEO Partners in Care foundation

Alex Bartolic, Continuing Care Administration, Minnesota Department of Human Services

John Martin, Ohio Department of Development Disabilities

Lee Mendoza, Office of Aging and Adult Services, Louisiana Department of Health and Hospitals

Eric WeiskopfNew York State Office of Health Information Technology

November 5. 2014

Page 2: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Agenda E-Care/Service Planning and Medicaid

• Introductions– Presentations on E-care/service planning:

• Terry O’Malley, MD Partners HealthCare • June Simmons, CEO Partners in Care Foundation • Alex Bartolic, MN Department of Human Services, Continuing Care

Administration, Aging and Adult Services • John Martin, OH Department of Developmental Disabilities • Lee Mendoza, LA Department of Health and Hospitals, Office of Aging and Adult

Services • Eric Weiskopf, NY Department of Health

• Defining LTPAC and LTSS

• Discussion

Page 3: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

What is LTPAC?

• Often defined to include:– Skilled nursing facilities– Nursing facilities– Home health agencies– LTC Hospitals– IRFs: In-patient rehabilitation facilities

Page 4: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

What are Long-Term Services and Supports?

• Medicaid covers institutional and home and community-based (HCBS) Long Term Care Services (LTSS) through several vehicles and over a continuum of settings1, 2.

• Community-based LTSS services include: assistance with activities of daily living and instrumental activities of daily living provided to beneficiaries who cannot perform these activities on their own due to a physical, cognitive, or chronic health condition3.

• Populations receiving LTSS include: older adults and persons with physical disabilities, people with intellectual/development disabilities, persons with serious mental illness/emotional distrubance2.

• 1. “MEDICAID EXPENDITURES FOR LONG-TERM SERVICES AND SUPPORTS IN FFY 2012” (April 28, 2014). http://www.medicaid.gov/Medicaid-CHIP-Program-Information/By-Topics/Long-Term-Services-and-Supports/Long-Term-Services-and-Supports.html

• 2. “How Many Medicaid Beneficiaries Receive Long-Term Services and Supports?” (October 17, 2014). http://www.medicaid.gov/Medicaid-CHIP-Program-Information/By-Topics/Long-Term-Services-and-Supports/Long-Term-Services-and-Supports.html

• 3. Draft Standards and Interoperability Electronic LTSS project Charter.

Institutional LTSS includes: HCBS includes:

Nursing homes, ICF/IID, Mental health facilities, Mental health facilities DSH

1915(c) waivers, personal care, home health, community first choice, PACE, private duty nursing, health home, case management, rehabilitative services, targeted case management, adult day care, Money Follows the Person Demonstration, and HCBS under: Section 1115 demonstrations, Section 1915(a), Section 1932(a), Section 1915(i), Section 1915(j)

Page 5: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Merging Two Worlds:Health Care and LTSS

Terrence A. O’Malley, MDNovember 5,2014

Page 6: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Patient-Centered vs Person-Centered

Time spent as a Patient

Time spent as a Person

Long Term Services and Supports

Home Function Community Environment

Personal PrioritiesTeam Collaboration

Health Care Services

HealthDiseaseTreatmentManagement

Team PrioritiesPatient Preferences

Area of Convergence

Page 7: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Convergence is the Promise

• High risk, high complexity, high cost individuals use both LTSS and Healthcare services: those with– Chronic severe mental illness– Multiple chronic illnesses– TBI– Dual eligibility– Homelessness– Substance abuse

Page 8: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Four Challenges

• Agreeing on what’s important• Measuring whether services address what’s

important• Developing a common vocabulary across all

service providers• Connecting all service providers on a common

IT platform

Page 9: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Connecting Home and Community Based Organizations and Healthcare

IT Integration for TruePerson-Centered Planning:

A business and clinical imperative

June Simmons, CEOPartners in Care foundation

[email protected]

Person Centered Planning Briefing: 11/5/14

Page 10: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Services for Diverse PopulationsModerate Risk – Chronic Diseases

w/o disability

Evidence-Based Self-

Management

HomeMeds

Complex – Eyes & Ears in the Home

HomeMeds+ Risk Assessment

& Services

Care Transitions

Frail – Long term services & supports

Ongoing care management

Purchase of services

Page 11: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Transforming the Health Care System

• Social services represent a new specialty practice in the evolving healthcare world– Essential to reduce ER/hospital/SNF utilization

• Opportunities to enhance health and prevent avoidable crises and costs:– Preventing and managing chronic conditions– Managing transitions from hospital and SNF to home

• Prototype development sponsored by John A. Hartford Foundation, Archstone Foundation, The US Administration for Community Living

Page 12: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Bold new partnerships require integrating two very different worlds

• Home and community services must prove their expertise PLUS adapt to the sophisticated and highly regulated culture and landscape of medicine– Integrated data required to accomplish this

• IT used by Community Based Organizations (CBOs) must – Facilitate true shared practice– Create new CBO infrastructure– Meet HIPAA & other regulations

• New IT market for a new CBO world - must be: – interoperable , flexible, comprehensive and affordable

Page 13: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Missing Data = Lost Clinical Opportunities• Typical in-home assessment includes:

– Medications inventory – Rx from all sources, OTC, borrowed, etc.– Patient understanding of meds & adherence issues– Physical & cognitive functioning– Depression screening– Nutrition – special diets, shopping, affordability, ability to prepare– Incidents – like falls, dizziness, confusion– Financial info: ability to afford care– Transportation for access to care– Caregiver information– Housing condition & home safety– Advance directive– Alcohol, tobacco, other hazards

• Most physicians have no access to this vital information in their practice and their EHR

Page 14: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Example: HomeMedsSM: Uncovering Problems at Home

• Across all programs 40%+ aged 65+ have at least 1 medication problem targeted by HomeMedsSM

– Unnecessary therapeutic duplication– High-risk use of pain medications related to gastric bleeding– Psychoactive medications w/falls, dizziness or confusion, – Cardiac med issues (low pulse, orthostasis, low SBP)

• Meals on Wheels – Ft. Worth – 1,500 patients– 70% had potential medication-related problems. – 45% had at least one fall in last 3 months.

• 250 post-acute medical group patients– 66% had med issues pharmacist referred to prescriber– 77% had home safety or other issues/needs

Page 15: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Numerous Basic CBO Challenges• History of fragmented funding & related IT• Unique formats, data requirements and services for each

contract• Lack of IT products specific to new CBO requirements in the

context of an interdisciplinary healthcare team• Impact of timing to develop and costs of building for a new

very technical/regulated market • Lack of standards, certification and support

• E.g., meaningful use and funding to support development &/or adoption

• Unpredictable and often duplicative expense to build new systems for new services

Page 16: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Key Components• Interoperability for electronic screening/

referral, report-back, analytics/ QI• Workflow tracking/productivity monitoring• Billing capability across multiple payers• Portable; enables real-time in-home data entry• Full security of protected information

– Phones and portable field devices• Output of data, not just PDF reports

Page 17: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Delivery and Payment Reform Policy Levers to Promote Integration of PCP, LTSS and Health Care Information through Technology

Alex Bartolic, Continuing Care Administration, Minnesota Department of Human Services

Rolf Hage, Continuing Care Administration, Minnesota Department of Human Services

November 5, 2014

Page 18: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Vision Better outcomes and quality of life for people

Better transitions for people and caregivers moving through health care and long term supports and services

Earlier intervention with meaningful information so consumers and caregivers can make good decisions

Sustainability of long term services and support funding

Page 19: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Minnesota Service Strategies Integrated health care

Help connecting home supports with primary health care—MLTSS (Medicaid Managed Long Term Services and Supports)

Know strengths and desired outcomes through person-centered planning

Person centered assessment and support planning (MnCHOICES) Person-Centered Thinking and Planning training

Information on community service choices and advocate to help

Aging and Disability Resource Center Return to Community Program DB 101 counseling Pre Admission Screening Report Card

Page 20: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Minnesota Strategies in Ehealth

State Health Care Home Initiative—need to know about all care plans

State and federal Ehealth Initiative—coordinates with Meaningful Use for hospitals and clinics

State Ehealth requires by 2015 the exchange of waiver services information and home care

Page 21: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Next Steps with Personal Health Records

Access to personal health records including LTSS is a building block for person centered planning

Through the TEFT grant and stakeholders: Develop the services and supports data set Use Data set including assessment, clinical care

plans and service plans in PHR Display it for understanding and best use Leverage the Health Information Exchange

infrastructure

Page 22: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Contact Information

[email protected]

651-431-2563

[email protected]

651-431-2381

[email protected]

651-431-2594

Page 23: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

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The Imagine ProjectOhio’s Effort to Create an Electronic,

Interactive Platform to Support Person Center Practices

October 16, 2014John L. Martin, Director

Bryant Young, IT DirectorMatt Curren, Product Developer

Debra Albert, Project Owner

Page 24: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Imagine Overview• Imagine is an Ohio effort drive from the bottom up by 18 small rural

counties, their families, consumers, providers, service coordinators with full support of county leadership and a consultant. – A community effort

• The Challenge – to develop an information technology platform that creates fidelity to the person center planning process by:

• Increasing individual/guardian input and control in the planning and implementation process;

• Making the plan an organic rather than static process;• Increasing participation in the individuals life by those the individual

chooses;• Standardizing processes to create efficiencies;• Increasing transparency so everyone is aware of costs and services;• Provides a holistic picture by connecting to other applications (13) with

a long term vision to incorporate EHR.• Security (HIPPA, PHI)• Training

• Current Status24

Page 25: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

What People Like and Admire About MeJoshua has a great sense of humor and enjoys joking around. He is very devoted to his family and passionate about things he loves such as football and wrestling. I am loving this.

Best Way to Communicate with MeTalk to Joshua. He also likes to talk on the phone and use Facebook.

Important People in My LifeMom, Dad, Aunt Pam, Christopher, Kelly, Ed, Mary Kay, Grandma Julie, Grandma Jan, Grandma Kay, Grandpa Bob. His friends: Nancy, Brett, Scott. His support team: Josh, Gina, Dianna, Emily, Tracy, Mamie, Merit, Bunkie, Natashia, Matt & Lorraine.

What I’m Interested in DoingJoshua loves sports, particularly football & wrestling. He loves watching them on TV. He likes going to the movies, playing video games (sports only), going out to eat (McDonalds or any place that has chicken), talking to his friends and spending time with his mom.

Imagine – Front Page Screen Shot Example

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Page 26: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Person Centered Plan Components

-Discovery (what is important to/for and risk )

-Outcomes Identified-Planning Occurs to Develop Support Considerations-Action Plan-Resource ManagementLocal Medicaid Community Resources

-Agreement occurs

-Notification-Learning Log-Alerts (Need for immediate attention)

-Documents (Categorized)Confidential

Non Confidential

-Pictures

Supporting Components

-Accessed through either the Individual/Provider/SSA Portal, Clickable from the Front Page

Imagine Components

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Page 27: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Outcome: INFORMATIONNew Outcome: Individual Projected Start* Projected Completion*

Joshua Ross 11/3/2014 2/27/2015

Josh and his team would then discuss what outcomes he would like to work on based on the discovery results

Outcomes

Current As of -- Status Working Draft – InternalOutcome Name* Time alone Discovered In* Day to Day LifeDesired Outcome* Joshua takes his medication on his ownProjected Start Date* 11/3/2014 So that/In order to* He can have time without staffProjected Completion Date* 2/27/2015Priority* 5

Emergency Request NoHow will we balance* It is important to Joshua to have time to himself, therefore it is important for him to learn to Important to and identify his medication and to learn what they are for rather than have staff give them to him.Important for?

How and how often will progress towards this Outcome be reviewed? -What does the person say progress will look like? Josh will be able to identify the medication, know the schedule he takes them and what they are for. To be reviewed monthly.

*Mandatory Fields

Outcomes – Screen Shot Example

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Page 28: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

-- Adaptive devices e.g. chair, walker, etc

-- Do not resuscitate

-- Medications including medication assessment and list of medications

Essential Health

-- Diagnosis information used for DD eligibility and current active diagnosis

-- Allergies and allergy protocol for interaction

-- Special diet e.g. drinks with low sugar content

-- Health related e.g. take vitals 2x/day

Imagine Front Page – Health Related Information

Page 29: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

For More Information:

(1) Bryant Young, IT Director, (614) 466-2809, [email protected]

(2) Matt Curren, Product Development, (614) 466-0145, [email protected]

(3) Debra Albert, Interface between IT and Program folks, Trainer & Implementer, (614) 387-1166, [email protected]

Handouts:Technology Information

29

Page 30: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

OFFICE OF AGING AND ADULT SERVICES

Lee Mendoza

Alicia Smith

Louisiana Department of Health and Hospitals

Page 31: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

LTSS in Louisiana

31

• Nursing home residents ~ 20,000

• State Plan LTSS ~ 16,000

• 1915(c) ~ 6,000

Page 32: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Current process and systems (simplified)

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Page 33: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Future processes and systems

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Page 34: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

34

Questions

& Answers

Contact Information:[email protected]@la.gov

Page 35: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Health Information Exchange

in New York State

November 5, 2014

Page 36: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

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Broad Goals for NY’s Health IT Strategy

Build health information infrastructure to support state health reform goals:Support clinicians and consumers with information at point

of careAdvance care coordinationStrengthen public health surveillance and responseEnhance quality and outcome measures

OVERALL STRATEGY IS NOT JUST ABOUT HEALTH.IT’S ABOUT SYSTEMS CHANGE

Page 37: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

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Major Elements of NY HIT:Strategic & Operations Plans

• Promote broad adoption of HIT & HIE usage

• Develop statewide HIE services, and consolidate infrastructure to lower overall costs and reduce technical variability of commodity components

• Formalize Health Information Exchanges within the state by designating “Qualified HIT Entities”

• Build upon the state’s investment in “collaborative care organizations” through further development of technical services to support new care models

• Incorporate the expansion of public health and population health data services into the HIE infrastructure

Page 38: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

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Vision for New York’s Health Information Infrastructure

Costly, High Risk and

Non-Interoperable EHRs

Interoperable EHRs

Clinician

EHR

SHIN-NY

Consumers

Payers

Government/

Medicaid

LabsHospitals

Pharmacies Radiology

NYS Office of Health Information Technology Transformation

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Page 39: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

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Elements Critical to Successful Reform

Health Homes in New York State:

• 4 Initial (Policies & Procedures) and 5 Final HIT standards to facilitate the use of HIE

• Final standards must be met within 18 months of Health Home program initiation

Page 40: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

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Page 41: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Thank You!

Eric WeiskopfOffice of Health Information

[email protected]

Chip Barnes, PMPMAPP Project [email protected]

Page 42: Electronic-Person-Centered Care/Service Planning for Persons Receiving Medicaid Covered Home and Community-based Services Jennie Harvell, HHS/ASPE Terrence

Discussion