Patient-Centered Medical Home & Multi-Payer Demo Training Webinar # 8 David Halpern, MD, MPH August 31st, 2011

Interactive Survey System (ISS)

What Is the ISS? The ISS is the web-based PCMH practice self-assessment or survey. The practice uses the ISS (also called the “Survey Tool”) for: –Entering responses for each item (Standards/Elements/Factors) –Attaching documents and providing text to support the responses

Using the ISS For each Element, you MUST: Add a Document Link the Document Add Supporting Text (if necessary) Upload the Document

Using the ISS – Demonstration

Cautions In order to upload documents, you must first complete and submit your PPC-PCMH APPLICATION (different from the Survey Tool). This was “purchased” when you obtained your Survey Tool. There is a separate log-in process. If you forgot to order one of these free applications when you got your survey (or can’t find the with your log-in info), you MUST contact NCQA and get one ASAP.

Cautions (continued) After you have added, linked, and uploaded your supporting documents AND completed your survey, you must submit your survey. The application process is not complete until you’ve submitted: 1.Your completed APPLICATION (demographic practice info) 2.Your completed SURVEY (PCMH answers & supporting documentation)

Record Review Workbook (Revisited)

What Is the “Record Review Workbook”? Elements PPC 2C, 2D, 3D, 4B Require medical record abstraction of data Need % of patients meeting the element (based on a numerator and a denominator) Two methods to collect and submit patient data –Method #1 - report from the electronic system (EHR) –Method #2 - Record Review Workbook Excel workbook included in the ISS Tool to identify a sample of patients and abstract data needed for Elements 2C, 2D, 3D, 4B

Using The Workbook 1. Find Workbook in Survey Tool 2. Download and save file to computer 3. Review instructions and data needed from patient records 4. Select patient records to review 5. Review patient records for data 6. Enter data in Workbook 7. Enter numerical result in Survey Tool 8. Link Workbook to Survey Tool

Workbook Instructions

Record Review Worksheet

Using the Record Review Workbook – Demonstration

NCQA’s PCMH Frequently Asked Questions (FAQ) page This page has lots of good information that might help to answer some of the specific questions you’ve been afraid to ask.

Community Care PCMH Team David Halpern, MD, MPH Community Care of North Carolina (CCNC) R.W. “Chip” Watkins, MD, MPH, FAAFP Community Care of North Carolina (CCNC) Brent Hazelett, MPA North Carolina Academy of Family Physicians (NCAFP) Elizabeth Walker Kasper, MSPH North Carolina Healthcare Quality Alliance (NCHQA)

Partners

NCQA Contact Information Contact NCQA Customer Support to: Order FREE Copy of requirements Order FREE Application Information Purchase ISS Tool Visit NCQA Web Site to: View Frequently Asked Questions View Recognition Programs Training Schedule Send Questions to:

Questions? Feel free to contact me: David Halpern, MD, MPH (215)