Patient Engagement for Care Teams: Utilizing REACH’s Patient Engagement Portal November 13, 2013

Presenter Sarah Tupper, MS, RN-BC, LHIT, CPHIMS HIT Consultant for REACH 2

Conflict of Interest Sarah Tupper is an HIT Consultant for the Minnesota - North Dakota Regional Extension Assistance Center for HIT (REACH) – An ONC REC REACH is active in developing a Patient Engagement toolkit No other conflict of interest 3

Objectives Understand drivers for patient engagement Gain knowledge from leading voices in the Patient Engagement Movement Understand how care teams can use the toolkit to: –Get motivated –Get informed –Get going 4

REACH - Achieving meaningful use of your EHR Patient Engagement for Care Teams: Utilizing REACH’s Patient Engagement Portal 5

REACH - Achieving meaningful use of your EHR Steak 6 Patient Engagement – a hot topic Care teams have good reason to be skeptical – tremendous amount of smoke We will discuss the “Why, Who, and What” Show new resource for “How” or Just Sizzle?

REACH - Achieving meaningful use of your EHR Why: are we getting what we pay for? 7

REACH - Achieving meaningful use of your EHR Why: everyone realizes we need to change Global: National Strategy Local: MN Strategy Institute for Healthcare Improvement (IHI.org)(IHI.org) Health Reform Minnesota 8

REACH - Achieving meaningful use of your EHR 9

What is Patient Engagement? Clearly no agreement Very different from “Your blood pressure is 140/90” A paradigm shift What it isn’t –Compliance – doing what the doctor says –Something that starts or stops with eHealth – A Portal, a Blue Button, PHR, or an eAnything 10

REACH - Achieving meaningful use of your EHR Some Good Definitions 11 REACH definition: Patient engagement refers to a set of tools, activities, and relationships (by and for both patients and care teams) that promote shared decision- making and facilitate improved care outcomes for patients through empowerment. Patient engagement spans the continuum of healthcare and therefore relates to those experiences within healthcare organizations, the community, and at home Carman, et al (2013). Patient and family engagement: a framework for understanding the elements and developing interventions and policies. Carman, et al (2013). Patient and family engagement: a framework for understanding the elements and developing interventions and policies. Judith Hibbard:

REACH - Achieving meaningful use of your EHR We Know it’s a Really Big Shift From paternalism to collegiality From “Doctor” to “Care Team” From stacks of paper journal articles to “Google it” From “patient” to empowered consumer From telling to listening and asking 12

REACH - Achieving meaningful use of your EHR Why: No one should guess at patient preferences Lee CN, et al. Health Expect Sep 1;13(3): Thanks to Dr. Larry Morrissey 13

REACH - Achieving meaningful use of your EHR Why: Better Outcomes 14

REACH - Achieving meaningful use of your EHR Why: Triple Aim 15 Judith Hibbard:

REACH - Achieving meaningful use of your EHR Why: MU and Patient Engagement - Stage 1 E-copy of health information (EP Core 12/EH Core 11) –50% of those who request w/in 3 days E-copy of discharge instructions (EH Core 12) –50% of discharges Within 3 days Clinical summaries (AVS) (EP Core 13) –50% of office visits Within 3 days Patient electronic access (EP Menu 5) within 4 business days –10% of all patients have access w/in 4 days: to lab results, problem lists, med list, med allergies Patient-specific Education Resources (EP Menu 6/EH Menu 5) –10% get patient-specific education –Interesting: Menu 5 was 6 th most commonly picked menu item and Menu 6 was 4 th most commonly picked by EPs 16

REACH - Achieving meaningful use of your EHR MU and Patient Engagement - Stage 2 Clinical summaries (AVS) (EP Core 13) –50% of office visits Within 1 day Patient-specific Education Resources (Now Core) –10% get patient-specific education Secure Messaging –A secure message was sent using the electronic messaging function of Certified EHR Technology by more than 5% of unique patients seen during the EHR reporting period E-copy of health information (EP Core 12/EH Core 11) –Combined into Core: Combined Access to Health Information E-copy of discharge instructions (EH Core 12) –Combined into Core: Combined Access to Health Information Patient electronic access (EP Menu 5) within 4 business days –Combined into Core: Combined Access to Health Information 17

REACH - Achieving meaningful use of your EHR Online Access to Health Information Stage 1 Core for 2014 and later Measure –> 50 percent are provided timely online access to their health information within 4 business days of it being available Denominator –Unique patients Exclusion –EP: Creates no information, except for “Patient name” and “Provider's name” and office contact information. Stage 2 (Core) Measures –>50% are provided timely online access to their health information within 4 business days –>5% view, download, or transmit their health information Denominator –Unique patients Exclusions –EP: Creates no information, except for “Patient name” and “Provider's name” and office contact information, may exclude both measures. –EP & EH: ≥50% encounters in a county with <50% percent of its housing units have 3Mbps broadband may exclude the second measure An EP may decide that online access is not the appropriate forum for certain health information for patients under the age of 18. Within the confines of the laws governing guardian access to medical records for patients under the age of 18, we would defer to the EP's judgment regarding which information should be withheld for such patients.

REACH - Achieving meaningful use of your EHR For 2014 Who’s being counted DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period. NUMERATOR: The number of patients in the denominator who have timely (within 4 business days after the information is available to the EP) online access to their health information. Access Defined Access – When a patient possesses all of the necessary information needed to view, download, or transmit their information. This could include providing patients with instructions on how to access their health information, the website address they must visit for online access, a unique and registered username or password, instructions on how to create a login, or any other instructions, tools, or materials that patients need in order to view, download, or transmit their information. 19

REACH - Achieving meaningful use of your EHR Q and A on 2014 Mandate If a patient has been given the option of accessing a portal and has been given information about how to set up a portal but chooses not to set up a portal (does not provide address or does not complete any validation steps or does not provide online permission etc) can this patient be included in the numerator? –Yes– provided all required health information maintained in an electronic form is available to the patient within four business days. If patients can be included in the numerator without any registration/set up/validation steps, can a provider push/sync health information (within 3 business days) if the portal has not been created/established? –Assuming you mean that the EP does not have a patient portal to which s/he can push patients’ health information, the answer is NO because the required information is not available to the patient within four business days. If you mean that the patient has not completed the necessary steps to access the information, the answer is YES if the required information is available to the patient within the specified timeframe. If a registration/validation step is required to be included in the numerator, then is there any exclusion or solutions for providers that have non-English speaking patients? –No– there is not an exclusion for EPs who have patients who do not speak English. Please see the specification sheets for the acceptable exclusions for this measure. 20

REACH - Achieving meaningful use of your EHR But….It’s Not Really a Technology Problem eAccess is very important eAccess is not enough A paradigm shift that begins with seeing the patient as an active partner will naturally result in granting access to records A mandate to provide access to records will not naturally result in a paradigm shift to seeing the patient as an active partner 21

REACH - Achieving meaningful use of your EHR How: There is Help 22

REACH - Achieving meaningful use of your EHR Taking Advantage of the KHA Site Different ways to explore: –Just browsing, starting to learn –Concern about time and getting useable visit summaries Teach Back Shared Decision Making Motivational Interviewing 23

Additional links 24 Show Me the Data! Video ZK1Pps

Send Questions to: Jerri Hiniker, BSN, RN, CPEHR Phone: Questions?

Thank You! This material was prepared by Stratis Health, the Minnesota Medicare Quality Improvement Organization, under contract with the Centers for Medicare & Medicaid Services (CMS), an agency of the U.S. Department of Health and Human Services. The materials do not necessarily reflect CMS policy. 10SOW-MN-C