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SHP Alerts

Objectives

By the end of this session, attendees will be able to:

• Activate and access SHP alerts

• Integrate SHP alerts into the daily workflow of clinicians and

the MCP role

• Address alerts to help manage quality measures and drive

appropriate clinical care delivery

• Utilize SHP alert oversight (BD and DCO)

• Access available resources for education and training

SHP Access

• https://shpdata.com/

– You will need a user name and password

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What Are SHP Alerts?

• Batches of new or modified OASIS assessments that

have not yet been transmitted to CMS are sent to

SHP for immediate analysis to identify:

– errors and/or inconsistencies in OASIS M question

responses

– patients who may be at risk for hospitalization or adverse

events (predictive alerts)

– quality measure outcome results based on OASIS M

question responses

• Managing SHP alerts allow for review and/or

correction of all OASIS prior to transmission to CMS.

Branch Daily SHP SOC/Recert Workflow

Process Job Aids for Clinician and MCP

Clinician Process • Prior to sending any OASIS assessment to the

office, the clinician must:

o Validate

o Make any needed corrections

o Export to SHP

o Log into SHP

o Address the alerts that display (as per the

Clinician Process job aid)

o Add notes as necessary

MCP Process • For OASIS that do not require coding

(Discharge, TIF), the OASIS is ready for MCP

review once submitted by the clinician

• For OASIS that require coding, (forms will

have the ICD mark) the OASIS is ready for the

QA process by the MCP after the central

coding process is finished.

o Re-export to SHP

o Log into SHP

o Address the alerts that display following the

MCP Process job aid below

o Add notes as necessary

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Daily Workflow: Accessing Alerts There are 2 ways to login and access alert data:

• Access SHP from within KindredLink once OASIS is exported to SHP

• SHP can also be accessed via the web

1. Access from within KL 2. Login at www.SHPdata.com

Web Access – www.shpdata.com

All

Open

Unaddressed

Unaddressed: Critical

Unaddressed: Potential

Unaddressed: Informational

Under Review (currently under review by agency staff)

Under Review: Critical

Under Review: Potential

Under Review: Informational

Closed

Dismissed

Dismissed: Critical

Dismissed: Potential

Dismissed: Informational

Resolve Pending (corrected OASIS record not

received)

Resolve Pending: Critical

Resolve Pending: Potential

Resolve Pending: Informational

Resolved (corrected OASIS record received)

Resolved: Critical

Resolved: Potential

Resolved: Informational

Filtering Options

Clinical Managers

need to review all

alerts – make sure

this box is checked

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Search by Patient

• Use the Patient Search option to find alerts for any patient

– The search results will return all assessments for the selected patient

– Click on the patient’s name to view or print the “Alert Details”

– Click on the + icon to expand and view the contents of the Open Alerts column

Alert Views

• Tree View is the default

view for E-mail Alerts

• Data can be re-grouped by using

the “Group by” drop-down

• Rows can be expanded by clicking

the arrows on the left or by using

the button

• Grid View is the default view

for the Patient Search

• Alerts can be accessed by clicking on

the patient name

• Episode Einstein and HHRG

Worksheets can be accessed from the

HHRG and columns

Printing the Alert Details

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Alert Details Screen

3 Alert Levels • Critical: Identify issues that violate the OASIS specifications or contain

information that is contradictory. These edits nearly always result in a correction

to the OASIS assessment and would rarely be “Dismissed”

• Potential: Identify potential inaccuracies that could result in a correction to the

OASIS assessment. If it is determined that there is a clinical explanation that

justifies the data, the alert may then be “Dismissed”.

• Informational: Identify issues that your staff should be aware of such as patient

declines or patients that may be at risk of a hospitalization. These alerts are

predictive and could also result in a correction to the OASIS assessment. If it is

determined that there is a clinical explanation that justifies the data, the alert

may then be “Dismissed”

Alert Status (OPEN) Unaddressed: By default, all Alerts display “Unaddressed” to indicate

that no action has yet been taken

(OPEN) Under Review: signifies that the clinician or Clinical Manager did not

ignore the alert, but is reviewing or gathering information and will then return to

address the alert further

(CLOSED) Dismissed: Dismissing an Alert indicates that the issue was

researched and judged to not require any change to the data. Requires a note

to be entered

(CLOSED) Resolve Pend: This is an abbreviation for “Resolve Pending”.

Selecting this status indicates that the data was changed based on the Alert.

Once the corrected data is received by SHP, the status will automatically be

updated to “Resolved”. When that happens, it will no longer be possible to

modify the alert status.

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Alert Notes

Notes Legend:

White (no lines) = no note

Blue with lines = user entered note

White with lines = SHP generated note

Alert Categories

All SHP alerts are assigned to a Category as shown below:

OASIS Accuracy Alerts

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Predictive Alerts

Action:

Review risk factors, address

in POC as necessary

Outcome and Process Measure Alerts

Immediate notification of declines and failures to improve for all outcomes and

process measures on Home Health Compare

Outcome and Process Measure Alerts

• SOC/ROC to DC/Transfer: Official CMS decline

• SOC/ROC to Recert: Proactive warning for potential declines/failures to improve

• Process Measure

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Potentially Avoidable Event Alerts

Immediate notification of Potentially Avoidable Events (PAE)

Action:

Verify accuracy,

investigate reasons,

then Dismiss the

Alert and enter a note

Using Episode Einstein to Manage Alerts

How Does Episode Einstein Help You?

• Comprehensive review of all assessments in an episode

• Reduces time involved in OASIS review

• Improves accuracy

• Immediately alerts potential outcome declines

• Provides a summary of all unresolved alerts

Using Episode Einstein to Manage Alerts

Review the Alert Summary (last page of Episode Einstein report) to see all

unresolved alerts for the current assessment and drill-down to individual alerts

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Clinical Leader Oversight

Monitor how clinicians are utilizing and addressing the alerts

Branch Director and DCO Oversight

Monitor alert utilization for a single provider or group of providers

Next Steps Ensure that your staff have SHP access

Ensure that clinical staff are addressing alerts prior to

submission of all OASIS to the office

Ensure that MCP/CS/CRM staff are reviewing and

addressing alerts with clinicians prior to final lock and

transmission of all OASIS to CMS

Ensure that SHP alert education is included in your

new staff orientation process

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Resources

Gentiva Intranet: Departments – The Virtual Mentor – SHP Training

Recorded classes, PowerPoint presentations,

and job aids

SHP Website:

https://shpdata.com

SHPUniversity – Links and Resources

User guides, on-demand webinars

Clinical Practice and Quality Team Judy.Fenton@Kindred.com VP Clinical Practice and Quality

Cynthia.Shook@Kindred.com Director Quality and Performance Improvement

Oneika.Webb@Gentiva.com Director Quality and Performance Improvement

Matt.Janes@Gentiva.com Director, Therapy Practice and Quality

Amy.Obrien@Gentiva.com Clinical Project Manager, Clinical Operations

SHP Alert Manager

Quick Reference

Guide on SHP:

SHP Alert Job Aid

On GHS Intranet:

SHP Alert Icons Legend

Resources

Resources

SHP Alert Icons Legend