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Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

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Page 1: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Patient-Centered Medical Home & Multi-Payer Demo

Training Webinar # 2

David Halpern, MD, MPHJune 8th, 2011

Page 2: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Acknowledgements

Page 3: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Let’s Review

• What is a Patient-Centered Medical Home?

• What is the Multi-Payer Demo Project?

• What are the Benefits for Me and My Practice?

Page 4: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

“Homework” From Last Time

• Have you:– Built your PCMH Team?

– Started discussing where the time/manpower for practice transformation will come from?

– Signed up for AHEC’s REC services at www.ncahecrec.net?

Page 5: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Today’s Agenda

• What is the National Committee for Quality Assurance (NCQA)?

• How Does NCQA Evaluate a Practice?

• How Does My Practice Apply for PCMH Recognition?

Page 6: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Warning

Page 7: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

What Is the National Committee for Quality Assurance (NCQA)?

Page 8: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

NCQA• National Committee on Quality Assurance (NCQA)

– 501(c)(3) dedicated to improving health care quality

– NCQA offers “recognition” programs for various aspects of clinical care: diabetes, cardiovascular disease, back pain

– One of the recognition programs is for PCMH– 3 levels of accreditation: Level 1 (lowest),

Level 2, and Level 3 (highest)

Page 9: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Value of PCMH Recognition

• Encourages practices to adopt proven systems for improving care

• Provides mechanism for incentivizing investment in quality infrastructure and processes

• Complements evaluation of clinical effectiveness, patient experiences, and efficiency

Page 10: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

How Does NCQA Evaluate A Practice?

Page 11: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

NCQA Lingo

• The metrics that NCQA uses to assess your practice are called “standards”

• There are two sets of standards, one released in 2008, called PPC-PCMH & one released in 2011, called PCMH

• 2008 PPC-PCMH has 9 standards & 2011 PCMH has 6 standards

Page 12: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

PPC-PCMH (2008) OverviewStandard 1: Access and CommunicationA. Access and communication processesB. Access and communication results

Standard 2: Patient Tracking and Registry Functions

A. Basic system for managing patient data B. Electronic system for clinical dataC. Use of electronic clinical dataD. Organizing clinical dataE. Identifying important conditionsF. Use of system for population management

Standard 3: Care ManagementA. Guidelines for important conditionsB. Preventive service clinician remindersC. Practice organizationD. Care management for important conditions E. Continuity of care

Standard 4: Patient Self-Management SupportA. Documenting communication needsB. Self-management support

Standard 5: Electronic Prescribing A. Electronic prescription writing B. Prescribing decision support - safetyC. Prescribing decision support – efficiency

Standard 6: Test Tracking A. Test tracking and follow upB. Electronic system for managing tests

Standard 7: Referral Tracking A. Referral tracking

Standard 8: Performance Reporting and Improvement

A. Measures of performanceB. Patient experience dataC. Reporting to physiciansD. Setting goals and taking action E. Reporting standardized measures F. Electronic reporting to external entities

Standard 9: Advanced Electronic Communications

A. Availability of interactive website B. Electronic patient identification C. Electronic care management support

Page 13: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

PCMH (2011) Overview1. Enhance Access and Continuity

A. Access During Office Hours

B. Access After Hours

C. Electronic Access

D. Continuity (with provider)

E. Medical Home Responsibilities

F. Culturally/Linguistically Appropriate Services

G. Practice Organization

2. Identify/Manage Patient PopulationsA. Patient Information

B. Clinical Data

C. Comprehensive Health Assessment

D. Use Data for Population Management

3. Plan/Manage CareA. Implement Evidence-Based Guidelines

B. Identify High-Risk Patients

C. Manage Care

3. Plan/Manage Care (continued)D. Manage Medications

E. Electronic Prescribing

4. Provide Self-Care and Community Resources

A. Self-Care Process

B. Referrals to Community Resources

5. Track/Coordinate CareA. Test Tracking and Follow-Up

B. Referral Tracking and Follow-Up

C. Coordinate with Facilities/Care Transitions

6. Measure and Improve Performance A. Measures of Performance

B. Patient/Family Feedback

C. Implements Continuous Quality Improvement

D. Demonstrates Continuous Quality Improvement

E. Report Performance

F. Report Data Externally

Page 14: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

2008/2011 Comparison 2008 Standards 2011 Standards

PPC-PCMH 1: Access & Communication PCMH 1: Enhance Access & Continuity

PPC-PCMH 2: Patient Tracking and Registry Function

PCMH 2: Identify and Manage Patient Populations

PPC-PCMH 3: Care Management PCMH 3: Plan and Manage Care

PPC-PCMH 4: Self Management Support PCMH 4: Provide Self-Care & Community Support

PPC-PCMH 5: Electronic Prescribing PCMH 5: Track and Coordinate Care

PPC-PCMH 6: Test Tracking

PPC-PCMH 7: Referral Tracking

PPC-PCMH 8: Performance Reporting and Improvement

PCMH 6: Measure and Improve Performance

PPC-PCMH 9: Electronic Communication

Page 15: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

NCQA Lingo

each “standard” is composed of

several “elements”

each “element” is composed of several “factors”

Page 16: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

“Must Pass” Elements• Some elements are “Must Pass”• **To “Pass” one of these elements, you

must receive a 50% score or higher**• In 2008 Standards, you must pass 5/10 of

these “Must Pass” elements to achieve a level 1, and 10/10 to achieve level 2 or 3

• In 2011 Standards, you must pass 6/6 of the “Must Pass” elements to achieve any level of recognition.

Page 17: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Reading Each Element

• Description

• Scoring

• Explanation

• Examples & Documentation/Data Source

Page 18: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Supporting Documentation

• NCQA uses the term “data source” to describe the types of materials that you can use to document your practice’s efforts:– Documented Processes (written policies,

workflow forms, checklists)– Reports (aggregate data)– Records or Files (actual patient chart/data)– Materials (brochures, guidelines)

Page 19: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Scoring a Standard

• Each Element in a Standard is worth a certain number of points. To achieve the points, you must complete some (or all) of the factors in that element.

• Note: The actual details of scoring each element depends on that specific element and is NOT the same across the board.

Page 20: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Scoring a Standard

For example:Element A is worth 4 points and has 6 factors

6/6 4-5/6 3/6 1or2/6 0/6

4 points 3 points 2 points 1 point 0 points

Page 21: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Scoring a Standard

For Example:Element B is worth 4 points and has 8 factors

>4/8 3/8 2/8 1/8 0/8

4 points 3 points 2 points 1 point 0 points

Page 22: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Point Requirements

Level of Recognition

Points Required(2008)

Points Required(2011)

Level I 25-49 (5/10 must pass) 35-59 (6/6 must pass)

Level 2 50-74 (10/10 must pass) 60-84 (6/6 must pass)

Level 3 75-100 (10/10 must pass) 85-100 (6/6 must pass)

Page 23: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

NCQA’s PCMH Survey Process1. NCQA receives and evaluates Survey Tool

• Responses, documentation, and explanations

• Practice may be contacted for clarification

2. On-site audit - 5% of practices

3. Final decision and status determined

4. NCQA grants certificate and recognition packet

• Recognition status posted on NCQA Web site

• Practices that don’t pass - not reported publicly

Page 24: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

How Does My Practice Apply For PCMH Recognition?

Page 25: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Applying for PCMH Recognition

• Interactive Survey Tool ($80)– Self-directed practice assessment

• Application (free)– Demographic information

• When ready, submit Interactive Survey Tool, Application, and final application fee

Page 26: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

NCQA’s Interactive Survey System (ISS)

• ISS is the web-based application program

• The practice uses ISS (also called the “Survey Tool”) for:

– Entering responses to each factor for each element

– Attaching documents and providing text to support the responses

Page 27: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Pricing (including 20% CCNC discount)

Page 28: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Upgrading PCMH Recognition

• Practices achieving Level 1 or 2 can complete an add-on survey to upgrade to a higher level anytime within their 3 year recognition period

Page 29: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Next Steps (Homework)

• Peruse the NCQA “Standards and Guidelines” documents for your version (2008 or 2011)

• These are long, but important documents that are the backbone of the recognition process and familiarity with them is CRUCIAL to your success.

Page 30: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Next Steps (Homework)

• Review the requirements for each standard, element and factor– What does the practice already do?– What does the practice need to create?– Are there elements the practice clearly does

not have in place and will not have in place in time for submission? (e-prescribing, EMR, interactive website)

Page 31: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Next Steps (Homework)

• Organize Your Documents– Create a place on your computer (server or

hard-drive) for all of your documentation– You should have a folder for each standard– A checklist can help you determine what you

already have created/saved and what you need to prepare from scratch

Page 32: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Next Steps (Homework)

• Go to NCQA’s website and take advantage of the various (free) training presentations they have available:– 2008 Standards– 2011 Standards– Using the ISS Interactive Survey System– Submitting As a Multi-Site Practice

• http://www.ncqa.org/tabid/109/Default.aspx

Page 33: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Next Steps (Homework)

• Begin To Think About 3 Important Conditions (e.g. diabetes, asthma, congestive heart failure, depression, etc) that you can track over time– Does your practice already follow evidence-

based guidelines when caring for patients with these conditions?

– Are these guidelines documented anywhere?

Page 34: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

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)

Page 35: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Partners

Page 36: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

NCQA Contact InformationContact NCQA Customer Support to:• Order FREE Copy of requirements• Order FREE Application Information• Purchase ISS Tool• 1-888-275-7585

Visit NCQA Web Site to:• View Frequently Asked Questions• View Recognition Programs Training Schedule• www.ncqa.org/medicalhome.aspx

Send Questions to: [email protected]

Page 37: Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 2 David Halpern, MD, MPH June 8th, 2011

Questions?

Feel free to contact me:

David Halpern, MD, MPH

(215) 498-4648

[email protected]