Leveraging the Entire Care Team to Improve
Care Management and Data Capture

 Wayne Pan, MD, MBA
 Chief Medical Officer
 Pacific Partners Management Services, Inc.
 Medicare Risk Revenue Management - Best Practice Operation Strategies • Washington, DC • June 11, 2012
3
takeaways
1
drawtheBIGpicture
2
showme
theDATA
gowiththeFLOW




3
1
vision
process
process
same page
teammates
goals
   goals
metrics
outcomes
rewards
2
it’s
more
than
just
data
it’s
also
about
whom
your

          DATA
serving
data to
savvy
consumers
not current
 error prone
  MPASTEE
no comparator
unadulterated
michael
vanduren
mdmba



sutterhealth
variation
reduction
3
intheflowoflife
zen: one with the universe
the   new         way of doing things...


  ...feels just like the   old   way
user-centereddesign
the
SCCIPA
story
?
 who
 what
where
when
 why
 how
Who is
         ?
Individual Practice Association
        Medical Group of
      Santa Clara County
Individual Practice Association
        Medical Group of
      Santa Clara County
SCCIPA
largest IPA in Santa Clara County
Santa Clara County
size 1,304.01 sqmiles
 pop 1,781,642 (2010)
medianincome $74,335
THE
Apr 21,2012    Price 75 FB C                                     REDITS




VIEW FROM THE VALLEY

        EUROPE                      ENGLAND          RUSSIA

                                         ATLANTIC OCEAN
                    NEW YORK CITY                             FLORIDA M
   DA                                                                 EX
 NA                                                                       IC
C
A
        CLEVELAND           APPALACHIA                                      O



                                    ILLINOIS
                             the Mississippi River




                                INFINITE LOOP




                         SAND HILL ROAD
5 PCP
 80 Specialists
                                           173 PCP
                                           343 Specialists




               57 PCP
        104 Specialists

                                                         11 PCP
                                                         30 Specialists

SCCIPA
 founded in 1986
 physician-owned, physician-governed
 800+ physicians - 240+ PCPs, 550+ specialists
 all 9 hospitals - including a tertiary care center
 9 health plans (Commercial and Medicare Advantage)
 Anthem Commercial ACO pilot (2011)
urban/
                    suburban




                                             rural
SCCIPA
 founded in 1986
 physician-owned, physician-governed
 800+ physicians - 240+ PCPs, 550+ specialists
 all 9 hospitals - including a tertiary care center
 9 health plans (Commercial and Medicare Advantage)
 Anthem Commercial ACO pilot (2011)
25,000
commercialACO
40,000
commercialHMO
5,000
MedicareHMO
no
original Medicare,
    Medi-Cal,
 CHIP, uninsured
= managementservicesorganization
  medicalmanagement
  casemanagement
  networkmanagement
  providercontracting
  qualityimprovement
  credentialing
  memberservices
  claims&encounterprocessing
  clinicaldataanalytics&reporting
  marketingoutreach
  grievance&appeals
  compliance&auditing
  ITservices
  finance&riskmanagement
partialrisk
managingDOFR
Division
Of
F inancial
Responsibility
outpatientservices
inpatientservices
capitatepcps
specialistspaidffs
performancebonus
IHAP4P&HCC
IPAcitizenship
roughroad
roughroad
 4x4   healthcare
4processes
 x

4
dimensional
data
4processes
communication
collaboration
Case
           Managers


Patients              PCPs

           Specialists




     coordination
anticipation
4
dimensional
data
financial
administrative
clinical
retrospective
   retrospective
reactivecare
$$$$$$
+   behavioral
predictive
proactivecare
provideactionabledata
@pointofcare
@home
thecareteam
thecarecontinuum
peopleprocessesplatform
peopleprocessesplatform
peopleprocesses

hospitalists
available 24/7
evaluation of patients for possible redirection to SNF
aggressive use of observation status
annual coding/documentation training for risk adjustment
notification of PCP of admission/discharge
discharge summary faxed to PCP
peopleprocesses

hospitalists
available 24/7
evaluation of patients for possible redirection to SNF
aggressive use of observation status
annual coding/documentation training for risk adjustment
notification of PCP of admission/discharge
discharge summary faxed to PCP
peopleprocesses

SNFists
ongoing evaluation of patients to reduce
   rehospitalization
notification of PCP of admission/discharge
discharge summary faxed to PCP
peopleprocesses

onsite case managers
daily review of patients based on Milliman guidelines
actively involved with discharge planning
all discharge needs authorized/arranged prior to
    discharge
post-discharge follow-up on all patients with
    DME/HHC needs
peopleprocesses

complex case managers
warm hand-off between onsite and ccm
use of clinical and non-clinical staff to assist
   patient and family caregivers with care coordination
insure follow-up with PCP/specialist within 2 weeks
peopleprocesses

utilization review staff
all authorizations/referrals reviewed using Milliman guidelines
working closely with PCPs/specialists/ccm to facilitate care
    coordination
compliance with regulatory guidelines
generate member/provider letters regarding medical necessity
    decisions
physician performance and quality reporting
identification of potential quality issues
continuous process improvement
people:physicians/staff
primary care physicians
specialists
ancillary providers
community pharmacists
people:physicians/staff
primary care physicians
specialists
ancillary providers
community pharmacists
front office staff
people:plan staff
case managers
disease managers
member outreach
benefit design
peopleprocessesplatform
     communicate
      collaborate
      coordinate
       anticipate
peopleprocessesplatform
common web-based communication platform
facilitates administrative functions
rules-based management of processes
intuitive user-interface
embed quality reminders into office/provider workflow
provider feedback
peopleprocessesplatform
common web-based communication platform
facilitates administrative functions
rules-based management of processes
intuitive user-interface
embed quality reminders into office/provider workflow
provider feedback
provide actionable clinical data at point of care
allow patients to access their own data
peopleprocessesplatform
common web-based communication platform
facilitates administrative functions
rules-based management of processes
intuitive user-interface
embed quality reminders into office/provider workflow
provider feedback
provide actionable clinical data at point of care
allow patients to access their own data
allow patients to provide feedback/enter their own data
designphilosophy
“put hot
triggers in
the path of
motivated
people”
BJ Fogg, PhD
Director, Persuasive Technology Lab
Stanford University
Are incentives aligned properly?
How can I increase their motivation?
Have I made it easy for people to act?
How can I make it even simpler?
Are people being triggered at the most
appropriate time and in their workflow (path)?
putting it all together: how does it work?
Quality
Access Express Management
            TM
patient
patient

          front desk staff
patient

          analog to digital
           front desk staff
              converter
AMERICAN HEALTH PLAN
                                       112
                     MARY SMITH        1/1/2011
                      1234567890

                             $5.00
                            $10.00
                            $25.00




analog to digital
 analog to digital         eligibility check
   converter
    converter
Quality
Access Express
                                                            TM

                                                                 Management




    Click here to register
     for a password or
  request more information

Powered by Access ExpressQ-v5.0.#.0.1 Build 2011.04.04.00
ACCESSEXPRESS
                Q   New Eligibility Response   New Message (3)
ACCESSEXPRESS
                      Q          New Eligibility Response   New Message (3)




          AMERICAN HEALTH PLAN
ACCESSEXPRESS
                Q                       New Eligibility Response   New Message (3)




                      SMITH, MARY

                      8/15/1945
                                                            POP-UP
                      1234567890




          MAMMOGRAPHY, CRC, CARDIO CARE,
          BLUE SHIELD OF CA


             DIABETES CARE, HYPERTENSION,
          GLAUCOMA, MED MONITOR, FLU VAC,
          PNEUMO VAC, DEXA, OSTEOPOROSIS,
                            RHEUM, COPD
ACCESSEXPRESS
                Q                       New Eligibility Response   New Message (3)




                      SMITH, MARY

                      8/15/1945

                      1234567890




          MAMMOGRAPHY, CRC, CARDIO CARE,
          BLUE SHIELD OF CA


             DIABETES CARE, HYPERTENSION,
          GLAUCOMA, MED MONITOR, FLU VAC,
          PNEUMO VAC, DEXA, OSTEOPOROSIS,
                            RHEUM, COPD
                                              CLICK HERE
AMERICAN HEALTH PLAN
AMERICAN HEALTH PLAN
ACCESSEXPRESS
                Q                       New Eligibility Response   New Message (3)




      ENABLING
                      SMITH, MARY

                      8/15/1945

                      1234567890




    FRONT OFFICE
          MAMMOGRAPHY, CRC, CARDIO CARE,
          BLUE SHIELD OF CA


             DIABETES CARE, HYPERTENSION,


        STAFF
          GLAUCOMA, MED MONITOR, FLU VAC,
          PNEUMO VAC, DEXA, OSTEOPOROSIS,
                            RHEUM, COPD
ACCESSEXPRESS
                       Q                    New Eligibility Response   New Message (3)




                              SMITH, MARY

                              8/15/1945




        SIMPLE
                              1234567890




       CARE PLAN
          MAMMOGRAPHY, CRC, CARDIO CARE,
          BLUE SHIELD OF CA


            DIABETES CARE, HYPERTENSION,
          GLAUCOMA, MED MONITOR, FLU VAC,
          PNEUMO VAC, DEXA, OSTEOPOROSIS,
                    RHEUM, COPD
ACCESSEXPRESS
                Q                       New Eligibility Response   New Message (3)




                      SMITH, MARY

                      8/15/1945

                      1234567890




          MAMMOGRAPHY, CRC, CARDIO CARE,
          BLUE SHIELD OF CA


             DIABETES CARE, HYPERTENSION,
          GLAUCOMA, MED MONITOR, FLU VAC,
          PNEUMO VAC, DEXA, OSTEOPOROSIS,
                            RHEUM, COPD
ACCESSEXPRESS
                Q   New Eligibility Response   New Message (3)
ACCESSEXPRESS
                Q   New Eligibility Response   New Message (3)
ACCESSEXPRESS
                Q   New Eligibility Response   New Message (3)
ACCESSEXPRESS
                Q   New Eligibility Response   New Message (3)
ACCESSEXPRESS
                Q   New Eligibility Response   New Message (3)
Description of
measure
Capability for
physician office
entry
ACCESSEXPRESS
                      Q             New Eligibility Response   New Message (3)




                                   TH
                                 PA
          AMERICAN HEALTH PLAN




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             TH
       IN
ACCESSEXPRESS
                Q                       New Eligibility Response   New Message (3)




                                    ER
                      SMITH, MARY

                      8/15/1945




                                  G
                      1234567890




                     IG
          MAMMOGRAPHY, CRC, CARDIO CARE,
          BLUE SHIELD OF CA


             DIABETES CARE, HYPERTENSION,

               TR
          GLAUCOMA, MED MONITOR, FLU VAC,
          PNEUMO VAC, DEXA, OSTEOPOROSIS,
                            RHEUM, COPD
          T
        O
      H
ACCESSEXPRESS
                Q       New Eligibility Response   New Message (3)




                    N
                    O
                  TI
                VA
           TI
         O
       M
Capability for
physician office
entry




                   Y
                  IT
                  IL
            AB
medicationreconciliation
patient perspective
on average,
there is a pharmacy
    within 2.5 miles
 of every US resident




           Source: National Association of Chain Drug Stores
Source: Gallop, November 28, 2011-December 1, 2011
get out of the rut?
from: Jeanne Liedtka and Tim Ogilvie, Designing for Growth (2011)
IPA
hosspital      onsite
discharge       case
 planner      manager



      hospitalist




      patient




 discharge
 planning



            thepatientjourney
hospitalist




                 Rx


               patient




discharge   medication
planning    reconciliation




   thepatientjourney
hospitalist




                                discharge
                               instructions




                              patient




                             outpatient
discharge   medication       physician
planning    reconciliation   follow-up




   thepatientjourney
Rx     discharge
                                                instructions




                                            family




                                            patient




                             outpatient
discharge   medication       physician    discharge
planning    reconciliation   follow-up




   thepatientjourney
failsafe
hosspital
discharge
                 IPA
               onsite
                           hospitalist    hospitalist     Rx     discharge
                                                                instructions

                case
 planner      manager



      hospitalist
                             Rx
                                            discharge
                                           instructions     family




      patient              patient        patient           patient




                                         outpatient
 discharge              medication       physician        discharge
 planning               reconciliation   follow-up




            thepatientjourney
hosspital
discharge
                 IPA
               onsite
                           hospitalist    hospitalist     Rx     discharge
                                                                instructions

                case
 planner      manager



      hospitalist
                             Rx
                                            discharge
                                           instructions     family




      patient              patient        patient           patient




                                         outpatient
 discharge              medication       physician        discharge
 planning               reconciliation   follow-up




            thepatientjourney
from: Jeanne Liedtka and Tim Ogilvie, Designing for Growth (2011)
brainstorm
hosspital
discharge
                 IPA
               onsite
                           hospitalist    hospitalist     Rx     discharge
                                                                instructions

                case
 planner      manager



      hospitalist
                             Rx
                                            discharge
                                           instructions     family




      patient              patient        patient           patient




                                         outpatient
 discharge              medication       physician        discharge
 planning               reconciliation   follow-up




            thepatientjourney
hosspital
discharge
                 IPA
               onsite
                           pharmacist     hospitalist     Rx     discharge
                                                                instructions

                case
 planner      manager



      hospitalist
                             Rx
                                            discharge
                                           instructions     family




      patient              patient        patient           patient




                                         outpatient
 discharge              medication       physician        discharge
 planning               reconciliation   follow-up




            thepatientjourney
“put hot
triggers in
the path of
motivated
people”
BJ Fogg, PhD
Director, Persuasive Technology Lab
Stanford University
Santa Clara County IPA (SCCIPA)
Medication Reconciliation Pilot Project
     How to find the medication list for patients using AccessExpress

1.   Go to the PPMSI AccessExpress provider portal
     (http://ppmsi.com/accessexpress.html):




2.   Select Santa Clara County IPA:




3.   Enter USER NAME and PASSWORD, click on “SUBMIT”:
Your   SCCIPA doctor wants to help you with
your medications, after you leave the hospital.
                                      Michael Lam, RPh
                                      pharmacist

                                      Samaritan Medical
                                      Center Pharmacy
                                      2505 Samaritan Drive
                                      San Jose, CA
                                      (408) 356-7111

Please visit the Samaritan Medical Center Pharmacy to pick up
your new prescriptions and have a pharmacist review your
medications with you.
                                                          SCCIPA
                                            A Pacific Partners Medical Group
from: Jeanne Liedtka and Tim Ogilvie, Designing for Growth (2011)
what happened?
failfast
ourresults
80


                                               Milliman - Loosely-Managed
70

                                            Milliman - Moderately-Managed

60
                                                  Milliman - Well-Managed



50
                                                          SCCIPA


40




                                                                        11
                               10




                                                  1
                                        1
                         0




                                                              1
                 0
         0




                                               R1
                                     N1
                      L1




                                                           L1
              R1
      N1




                                                                      CT
                             CT
                     JU




                                                         JU
                                            AP
                                    JA
             AP
     JA




                                                                     O
                             O




> commercial admits/1000
275

                                                Milliman - Loosely-Managed
250


225
                                             Milliman - Moderately-Managed

200
                                                           SCCIPA
175
                                                   Milliman - Well-Managed



150




                                                                         11
                                10




                                                   1
                                         1
                          0




                                                               1
                  0
          0




                                                R1
                                      N1
                       L1




                                                            L1
               R1
       N1




                                                                       CT
                              CT
                      JU




                                                          JU
                                             AP
                                     JA
              AP
      JA




                                                                      O
                              O




> commercial bed days/1000
4.5



 4.0
                                                            Milliman - Loosely-Managed


 3.5

            Milliman - Moderately-Managed
                                                                            SCCIPA
 3.0
            Milliman - Well-Managed



 2.5




                                                                                     11
                                               10




                                                                1
                                                        1
                                         0




                                                                           1
                         0
           0




                                                             R1
                                                     N1
                                      L1




                                                                        L1
                      R1
        N1




                                                                                   CT
                                             CT
                                 JU




                                                                      JU
                                                            AP
                                                    JA
                    AP
       JA




                                                                                  O
                                             O




> commercial average length of stay
400


        Milliman - Loosely-Managed
350


        Milliman - Moderately-Managed
300


           Milliman - Well-Managed                                      SCCIPA
250



200




                                                                             11
                                              10




                                                               1
                                                       1
                                        0




                                                                       1
                        0
          0




                                                            R1
                                                    N1
                                     L1




                                                                    L1
                     R1
       N1




                                                                           CT
                                            CT
                                JU




                                                                   JU
                                                           AP
                                                   JA
                   AP
      JA




                                                                           O
                                            O




> medicare admits/1000
2,200


2,000    Milliman - Loosely-Managed


1,800


1,600
         Milliman - Moderately-Managed

1,400
                                                                      SCCIPA
1,200
         Milliman - Well-Managed

1,000




                                                                           11
                                            10




                                                             1
                                                     1
                                      0




                                                                     1
                      0
           0




                                                          R1
                                                  N1
                                   L1




                                                                  L1
                   R1
        N1




                                                                         CT
                                          CT
                              JU




                                                                 JU
                                                         AP
                                                 JA
                 AP
    JA




                                                                         O
                                          O




> medicare bed days/1000
6.0



 5.5
         Milliman - Loosely-Managed


 5.0
         Milliman - Moderately-Managed



 4.5                                                                     SCCIPA
            Milliman - Well-Managed

 4.0




                                                                              11
                                               10




                                                                1
                                                        1
                                         0




                                                                        1
                         0
           0




                                                             R1
                                                     N1
                                      L1




                                                                     L1
                      R1
        N1




                                                                            CT
                                             CT
                                 JU




                                                                    JU
                                                            AP
                                                    JA
                    AP
       JA




                                                                            O
                                             O




> medicare average length of stay
managingACOpatients
inafee4serviceworld
challenge#1
managingproviderbehavior
challenge#2
managingpatientbehavior
challenge#3
alignincentives
HMOworld
patientsassignedPCP
PCPmanagesreferrals
patientsstayinnetwork
ACOworld
patientsnotassigned
physiciansendspatient
notrestrictedtonetwork
whataboutquality?
whoisaccountable?
carecoordination?
oursolution
make the newway...
feel just like the oldway
1
trackingauths

> using the same auth system, have providers enter in
  tracking auths for aco patients
keepspatientinnetwork
2
providerselectiontool

> when selecting “referred to” providers, these providers are
  listed in descending order of quality, efficiency, satisfaction
promotesquality
promotesefficiency
promotessatisfaction
3
rewardaccountability

> referring physicians can be tracked to incentivize use of
  provider network
4
checkinbutton

> allows for real-time patient tracking, provides opportunity
  for care coodination efforts
automatedtracking
alertingcasemanager
nocheck-inby_________
requestimmediatehelp
5
qualityreminders

> @every encounter with the healthcare delivery system,
  quality is reinforced
entireteamisaccountable
virtualpcmhmodel
air
     trafffic
     control
for patients
ibelieve...
ask
not...
cultural
revolution
thinkdifferent
3
takeaways
1
drawtheBIGpicture
2
showme
theDATA
gowiththeFLOW




3
HAVE FUN
welcome to
healthcare2.0
Thank you!
  wpan@ppmsi.com
  slideshare.net/bonedoc97




WWW.SNOOPY.COM
Medicare risk revenue management 11 jun12 washington dc

Medicare risk revenue management 11 jun12 washington dc