Training Webinar # 8

David Halpern, MD, MPHMarch 28, 2012

Patient-Centered Medical Home

NCQA’s PCMH 2011 Standards

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Acknowledgements

Let’s Review

• Standard 3 – Plan & Manage Care– PCMH3A: Implement Evidence-Based

Guidelines – PCMH3B: Identify High-Risk Patients– PCMH3C: Care Management - MUST PASS– PCMH3D: Medication Management– PCMH3E: Use Electronic Prescribing

Let’s Track Our Progress

• Standard 1 – Enhance Access/Continuity• Standard 2 – Identify/Manage Populations• Standard 3 – Plan/Manage Care• Standard 4 – Self-Care Support/Resources• Standard 5 – Track/Coordinate Care• Standard 6 – Measure/Improve Performance

Today’s Agenda

• Interactive Survey System (ISS)

• Record Review Workbook (revisited)

• Questions

Interactive Survey System (ISS)

What Is the ISS?

• The ISS is the web-based PCMH practice self-assessment or survey.

• The practice uses the ISS (also called the “Survey Tool”) for:– Entering responses for each item

(Standards/Elements/Factors) – Attaching documents and providing text to

support their responses

Using the ISS

For each Element, you MUST:

• Add/Upload a Document

• Link the Document to an element

• Add Supporting Text (if necessary)

Using the ISS – Demonstration

Cautions• In order to finalize your survey, you must first complete and submit your PCMH APPLICATION (different from the Survey Tool). This was “purchased” when you obtained your Survey Tool. There is a separate log-in process. If you forgot to order one of these free applications when you got your survey (or can’t find the email with your log-in info), you MUST contact NCQA and get one ASAP.

Cautions (continued)• After you have added/uploaded and linked

your supporting documents AND completed your application, you must submit your survey. The application process is not complete until you’ve submitted:

1. Your completed APPLICATION (demographic practice info)

2. Your completed SURVEY (PCMH answers & supporting documentation)

Application Fee Discount

• All CCNC practices are eligible for a 20% discount on their final NCQA application fee.

• To get this discount, you must identify yourself to NCQA as a practice affiliated with CCNC and you must provide them with a discount code.

• To obtain the CCNC discount code, please email me at dhalpern@n3cn.org and provide your name, practice name, and CCNC network

Record Review Workbook(revisited)

What Is the “Record Review Workbook”?

• Elements 3C, 3D, 4A– Require medical record abstraction of data– Need % of patients meeting the element

(based on a numerator and a denominator)

• Two methods to collect and submit patient data– Method #1 - report from the electronic system– Method #2 - Record Review Workbook

• Excel workbook in the Survey Tool• Tool to identify a sample of patients and abstract data

needed for Elements 3C, 3D, 4A

Using The Workbook

1. Find Workbook in Survey Tool2. Download and save file to computer3. Review instructions and data needed from

patient records4. Select patient records to review5. Review patient records for data6. Enter data in Workbook7. Enter numerical result in Survey Tool8. Link Workbook to Survey Tool

Selecting Patients for Workbook

~ Use same 48 patients for EACH Workbook Element ~

STEP #1. START DATE = Today’s date February 15th

STEP #2. Go back 30 days = January 15th

STEP #3. • Use appointment or billing system to identify patients with visit on June 5th• Choose every patient with any of 3 clinically important conditions who had a visit on this date that was related to the important condition

STEP #4. Continue choosing patients going back on consecutive dates until you have selected 48 patients

RRWB = Supplemental Worksheet

Click here

RRWB Tabs

Three tabs Instructions Patient Conditions Record Review

RRWB – Enter Important Conditions

Enter three important conditions here including an unhealthy behavior/mental health or substance abuse AND

high-risk or complex patients, IF you are including them.

RRWB – Enter Conditions

Enter conditions from drop downmenu, for example: Diabetes Hypertension Depression High Risk/Complex

RRWB – Enter Data

Entering NOT USED in row 1“grays” out the column

Response Options Yes No Not Used Not applicable

RRWB – automatically calculates the % of Patients that met factor

Patients that Met Factor Number (33/48) Percent (69%) Result for ISS

Enter RRWB Responses in Survey Tool

Enter responses From RRWB Yes or No AND Percent

Questions?

Community Care PCMH Team

• David Halpern, MD, MPHCommunity Care of North Carolina (CCNC)

• R.W. “Chip” Watkins, MD, MPH, FAAFPCommunity Care of North Carolina (CCNC)

• Brent Hazelett, MPANorth Carolina Academy of Family Physicians (NCAFP)

• Elizabeth Walker Kasper, MSPHNorth Carolina Healthcare Quality Alliance (NCHQA)

Questions?

Feel free to contact me:

David Halpern, MD, MPH

(215) 498-4648

dhalpern@n3cn.org