HCSIS Consideration Reports. The Supports Coordination Organization Perspective

HCSIS Consideration Reports

The Supports Coordination Organization Perspective

The HCSIS and IM4Q Connection

• Approximately 2 years ago, HCSIS began to incorporate IM4Q into its design.

• The most important reason for the switch to an electronic system was so that all IM4Q related information could be shared uniformly across all invested parties. (local program, AE, SCO.etc)


• During the early stages of the IM4Q electronic transition, many SCO’s were overwhelmed. Thus creating the “stressed out Supports Coordinator”.


The “stress” was short lived however, due to the ability to use IM4Q consideration reports in HCSIS which makes the tracking of IM4Q considerations much easier.

IM4Q Reports in HCSIS• At the Supports Coordination Organization level, there are 6 IM4Q reports

that we have access to.

IM4Q Aggregate Consideration Theme Report IM4Q Aggregate Signs of Quality Theme Report IM4Q Consideration Annual Aggregate Report IM4Q Consumer Pre Survey

Detail Report(s): IM4Q Consideration AE Report

Summary Report(s): IM4Q Consideration Follow Up Report

IM4Q Reports in HCSIS

These reports provide information that can be beneficial to the SCO. However, if tracking considerations for your particular SCO has been a challenge, the most useful report to utilize is the IM4Q Consideration AE Report.

Let’s take a closer look into this report…..

IM4Q Consideration AE Report

The IM4Q Consideration AE report is helpful to SCO’s because the report will show all of the IM4Q considerations your organization currently has in HCSIS. SCO’s can use this report to help generate an EXCEL spreadsheet that can help with an agency’s internal tracking of considerations. There are a few important things to remember….

Important things to remember for the IM4Q Consideration AE Report….

This report is a “request "report. You will need to allow HCSIS 24 hours to complete this request.


After the 24 hour period has lapsed, you can go and retrieve this report from your reports inbox.


• This report can be requested daily by your SCO. It’s very important to run the report often because information can and will change in this report as you use this report to submit your agencies considerations to your local Administrative Entity.

Run this report often!!!!!

Inside the AE Consideration Report

Important: To optimize the use of this report, always open this report in Excel. This will allow an easy transition in creating your own internal tracking spreadsheet for your agency.

Here’s an example of an internal tracking spreadsheet taken directly from the IM4Q Considerations AE Report, but with some personalized additions to make tracking considerations for your SCO.

QUESTIONS????

The Administrative Entity Perspective

• At the Administrative Entity level, there are 10 IM4Q reports that we have access to:

IM4Q Aggregate Consideration Theme ReportIM4Q Aggregate Response Report

IM4Q Aggregate Signs of Quality Theme ReportIM4Q Consideration Annual Aggregate Report

IM4Q Consumer Pre SurveyIM4Q Survey Status ReportIM4Q Survey Status Report for State Centers


IM4Q Consideration Report with Interviewers


IM4Q Reports in HCSIS

IM4Q Consideration AE Report

• Report provides information by county/joinder – SCO– SC– MCI– individual name– consideration ID#– consideration narrative– date of revision– AE/SCO response

• The AE uses this report to see what considerations have been entered by the Local IM4Q program as well which ones have been addressed by the SCO.

• The AE can see which considerations have been sent back to SCO and not responded to.

Let’s take a look

• One of the draw backs of this report is that it does not include the date of the consideration being entered. Not allowing the AE to track that considerations are being address according to the County Closing the Loop policy.

• To address this, the local program sends us a bi-weekly report of all considerations that have been entered, along with individuals interviewed that did not have a consideration.

Let’s take a look at the Local IM4Q Spreadsheet

Utilizing both reports, I have created my own spreadsheet.

Aggregate Consideration Primary Theme Report

• Identifies “Status” of each consideration to help track and determine any required action

• Identifies consideration as “open/closed”• Providers numerical total of primary and

secondary consideration themes, as well as major concerns, thus helping identify any patterns/trends in considerations prompting quality initiatives

The Annual Aggregate Report

• Identifies primary considerations with a break-out with all secondary themes

• Identifies numerical totals by individual, considerations and average days for SCO to address considerations

• Identifies baseline data for comparisons by primary and secondary themes

Questions

The Local Program Perspective

IM4Q Reports in HCSIS• At the Local Program level, there are 10 IM4Q reports that we have access to (same as the AE):

IM4Q Aggregate Consideration Theme ReportIM4Q Aggregate Response Report

IM4Q Aggregate Signs of Quality Theme ReportIM4Q Consideration Annual Aggregate Report

IM4Q Consumer Pre SurveyIM4Q Survey Status ReportIM4Q Survey Status Report for State Centers


IM4Q Consideration Report with Interviewers


Considerations Report with Interviewers

• Identifies information byConsiderations ID#StatusPrimary and secondary themeMajor ConcernsConsiderations sourceInterviewers

Considerations Report with Interviewers (continued)

It’s helpful to download the "CSV" style report and the PDF report. Use the PDF report to match the headings on the CSV report. The CSV report is more useful because you can easily sort the data.

Our IM4Q Team Members find this information very helpful. The Team Members can see that, as a result of their work, individuals’ lives are changed for the better.

Considerations Follow Up Report

• Providers numerical total by county/joinder on Considerations reportedFollow up OutcomesPercentages for follow upSatisfaction/dissatisfaction with outcomes of the

consideration

Annual Aggregate Report

• Run at the end of the year to use in our Independent Monitoring for Quality Survey Results.

Questions

Helpful Tips:

• To instantly see all considerations that need to be responded to by the SCOGo to M4Q-IM4Q-Considerations and in the drop

down box select Response Pending

Helpful Tips (continued):

• To instantly see what considerations have been submitted by the SCO for AE to reviewGo to M4Q-IM4Q-Considerations and in the drop down

box select AE/SCO Response Submitted

Helpful Tips (continued):

• The other drop down options that are available:Data Entry Complete, In Progress (when the AE reviews

the response to a consideration and forgets to Agree)Addressed, Pending Resolution (for the local program to

review the response to the consideration)Addressed ResolvedAddressed UnresolvedMajor Concern IndicatorConsiderations Submitted by IMTAE/SCO Response Saved

Contact Information• SCO – Aisha Williford (Quality Progressions)

[email protected]

• AE – Mirka Picone (Northampton County)[email protected]

• Local Program – Jen Duggan (Advocacy Alliance)[email protected]

Documents

HCSIS Consideration Reports. The Supports Coordination Organization Perspective