www.altarum.org

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Altarum and Planning Grant Overview

Stakeholder Kick Off Meeting – September 27, 2007

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Agenda

• Who We Are

• Altarum History and Health Informatics

• Defining Health Systems Research

• Why Altarum?

• MiHIN / State of Michigan Planning Grant

• Altarum’s Role

• SEMHIE Project Guiding Principles

• Interim Governance Structure

• Work Breakdown Structure

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Who We Are

Altarum is a nonprofit research institute, working to become the nation’s preeminent provider of objective health systems research and solutions

Our Mission:• Altarum serves the public good by solving complex systems

problems to improve human health – integrating research, technology, analysis and consulting skills.

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Altarum History

Altarum evolved from two University of Michigan research “spin-offs”

• Environmental Research Institute of Michigan founded in 1946

• Vector Research, Incorporated founded in 1969

• Merged as Altarum in 2001 as a nonprofit research institute

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Health Informatics

• What we do: Support improvement of health and healthcare through effective use of information technology.

• How we do it: – Portfolio management (selection

process, ROI analysis, acquisition management, benefit realization)

– Policy assessment– System design and development– Program management

Health Informatics

Policy, Planning & Design

Public Health Systems

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Defining Health Systems Research

Health systems research is the study of the many interdependent factors that influence the performance of our nation’s health care delivery and financing activities and, ultimately, determine our nation’s health status.

As solutions-driven researchers, we seek to optimize the interaction of these dynamic components and develop systems that value health, expand access, improve quality and reduce cost.

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Why Altarum?

• Independent, trusted nonprofit partner

• State and Federal contacts, projects, expertise and influence

• Dedicated to success in Southeast Michigan

• Significant Health Informatics experience– American Health Information Community (AHIC)– Office of the National Coordinator for Health Information Technology

(ONC-HIT)– Department of Defense – Department of Veterans Affairs – Department of Health & Human Services, including:

• Assistant Secretary for Planning and Evaluation• Centers for Medicare & Medicaid Services• Agency for Healthcare Research and Quality • Health Resources and Services Administration

– State-based public health departments

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MiHIN / State of Michigan Planning Grant

• On June 29, 2007, the Michigan Departments of Community Health (MDCH) and Information Technology (MDIT) announced $4.5 million (fiscal year 2007) in grants awarded to promote health information technology exchange

• The funding of this initiative was first recommended in December 2006 when MDCH released a Michigan Health Information Network (MiHIN) report that outlined a plan to improve the quality, safety and efficiency of health care delivery by accelerating adoption and use of health information technology and health information exchange.

• Funding will create a statewide infrastructure for healthcare information exchange that will streamline the sharing of medical information throughout Michigan.

• The grant funding also funds the creation of the state's MiHIN Resource Center, which assist regional HIE efforts across the state, focusing on daily activities in order to increase the adoption rate and successful implementation of regional HIEs across Michigan.

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Regional HIE Grant Awards

• Following a comprehensive application to MDCH, Altarum was awarded a $1.1M planning grant ($658,356 in the fiscal year 2007 budget) to further the SEMHIE project to plan and implement a health information exchange for the residents, providers and organizations of southeast Michigan.

• Other Regional partners awarded grant funding in the state’s first cycle include:

• Alliance For Health (includes Mason, Lake, Osceola, Oceana, Newaygo, Mecosta, Montcalm, Muskegon, Ottawa, Kent, Ionia, Barry, and Allegan Counties) - $379,565

• Capital Area Health Alliance (includes Ingham, Eaton, Clinton Counties) - $775,350• Central Michigan University Research Corporation (includes Clare, Gladwin, Arenac,

Isabella, Midland, Bay, Gratiot, Saginaw, Bay, Tuscola, Sanilac, and Huron Counties) - $304,900

• Greater Flint Health Coalition (includes Genesee, Lapeer, and Shiawassee Counties) - $359,475

• Marquette General Health System (includes all Upper Peninsula Counties) - $756,119• Michigan State University (Formation of HIE Resource Center) - $999,971• North Central Council of the MHA (includes all counties in the northern Lower Peninsula) -

$267,648

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Altarum’s Role

As the SEMHIE planning grant lead agent, Altarum:

• Facilitates the planning process – Navigate competitive tendencies & maintain balance across

stakeholders

• Provides subject matter expertise & consulting support– Governance structure and bylaws– Assessment of community HIT assets– Prioritization of implementation– Requirements development– ROI analyses / sustainable business model – Formulate privacy and security policies / data use agreements– Organization launch

• Pursues Federal, State and other funding

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SEMHIE Project Guiding Principles

• Community benefit

• Alignment with State and Federal activities

• Stakeholder value

• Consumer empowerment

• Sustainability

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Interim Governance Structure

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Work Breakdown StructureC* J** J A S O N D J F M A M J J A S O N D

1 Finalize interim governance (IG) structure GWG2 Finalize participation agreements GWG3 Conduct participation drive GWG4 Establish fund development strategy for planning phase BPWG5 Execute fund development BPWG6 Define IG processes GWG

7 Finalize detailed work plan GWG8 Begin assessment of communication needs CBWG9 Formalize planning phase organizational structure GWG

10 Finalize and adopt operating rules GWG11 Reach out to stakeholders and build trust GWG12 Hold kickoff and subsequent meetings with stakeholders GC w/ All WG's13 Organize public forums CBWG14 Draft roles and responsibility of work groups and committees GWG

15 Draft inventory of existing services and readiness FDWG & TDWG16 Identify and define potential HIE capabilities and services FDWG17 Evaluate benefits by capability SVWG18 Articulate value propositions to stakeholders SVWG19 Articulate value propositions to community CBWG20 Confirm and prioritize scope of services FDWG21 Survey and evaluate business model options and key business policies BPWG22 Assess maturity of existing standards in healthcare marketplace TDWG

23 Develop, issue, and assess RFI GC w/ All WG's24 Define evaluation metrics for post-implementation review CBWG & SVWG25 Develop data use agreements BPWG26 Develop privacy & security policies BPWG27 Develop phase 1 requirements FDWG & TDWG

28 Develop marketing plan CBWG29 Develop and execute communication/education plans CBWG30 Develop and execute public policy advocacy strategy BPWG31 Finalize org. launch plan BPWG32 Conduct Executive Director search GWG33 Finalize sustainable funding model BPWG34 Finalize business model & policies BPWG35 Launch formal organization*** GC w/ All WG's

36 Evaluate alternatives and design technical strategy FDWG & TDWG37 Develop RFP GC w/ All WG's38 Develop requirements for future phases FDWG & TDWG39 Issue RFP*** GC w/ All WG's

40 Evaluate proposals GC w/ All WG's41 Select phase 1 vendors GC w/ All WG's42 Phase 1 implementation GC w/ All WG's

* C: Completed

** FY2007 State of Michigan Funding Start Date: 6.18.2007*** Contingent upon the Consortium's financial and organizational solvency

Task 5: Evaluate & Solicit Technical Solutions

Post-Grant Activities & Implementation

Task 1: Engage Stakeholders & Formalize Planning-Phase Organizational Structure

Task 2: Determine Scope of Services and Business Model

2008ActivitiesGrant Tasks

Task 4: Establish Post-Planning Organizational Entity

Task 3: Define Requirements, Policies & Performance Metrics

2007

Pre-Grant Organization and Fund Development

ID'd Work Group

MDCH Planning Grant