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Medicare & Medicaid EHR

Incentive Program Final Rule

Implementing the American Recovery and

Reinvestment Act of 2009

Presented by:

Kevin R. Burchill, Esq., FACHE

Director

(2)

Overview

• American Recovery & Reinvestment Act

(Recovery Act) –

February 17, 2009

• Medicare & Medicaid Electronic Health

Record (EHR) Incentive Program Notice of

Proposed Rulemaking (NPRM)

– Display

– December 30, 2009

– Publication

– January 13, 2010

• Final Rule on Display –

July 13, 2010

(3)

What Did and Did Not Change

Did Change

MU Criteria

Clinical Quality Measures

Hospital-Based EPs

Medicaid acute care

hospitals

Medicaid patient volume

Removed reporting period

for adopt, implement or

upgrade (Medicaid)

All programs will start in

2011

More clarification throughout

Did Not Change

Adopted statutory provider

eligibility and payment

requirements

MU Matrix Goals

Hospital Definition

EPs must demonstrate MU

(4)

Changes to Provider Eligibility

• Due to recent legislation, hospital-based

EPs are only those who see more than

90% of their patients in a hospital in-patient

or ER setting

• Medicaid included critical access hospitals

in its definition of “acute care hospital”

(5)

Medicaid Patient Volume

• Medicaid EP participation hinges on patient

volume requirements.

• Medicaid patient volume was significantly

clarified

– Expanded definition of “encounter” to include

any encounter for which Medicaid had any

payment liability (e.g. premiums, co-pays,

waivers)

– Allows States to define patient volume as just

encounters or encounters plus patient panel

(managed care), both or propose a new

(6)

Meaningful Use:

Process of Defining

• National Committee on Vital and Health

Statistics (NCVHS) hearings

• HIT Policy Committee (HITPC)

recommendations

• Listening Sessions with providers/organizations

• Public comments on HITPC recommendations

• Comments received from the Department and

the Office of Management and Budget (OMB)

• Revised based on public comments on the

(7)

Meaningful Use Stage 1:

Health Outcome Priorities*

• Improve quality, safety, efficiency, and

reduce health disparities

• Engage patients and families in their

health care

• Improve care coordination

• Improve population and public health

• Ensure adequate privacy and security

protections for personal health information

(8)

Meaningful Use: Changes from

the NPRM to the Final Rule

NPRM

Final Rule

Meet all MU reporting objectives

Must meet “core set”/can defer 5 from

optional “menu set”

25 measures for EPs/23 measures for

eligible hospitals

25 measures for EPs/24 for eligible

hospitals.

Measure thresholds range from 10% to

80% of patients or orders (most at

higher range)

Measure thresholds range from 10% to

80% of patients or orders (most at lower

to middle range)

Denominators – To calculate the

threshold, some measures required

manual chart review

Denominators – No measures require

manual chart review to calculate

threshold

Administrative transactions (claims and

eligibility) included

Administrative transactions removed

Measures for Patient-Specific Education

Resources and Advanced Directives

discussed but not proposed

(9)

Meaningful Use: Changes from

the NPRM to the Final Rule (cont’d)

NPRM

Final Rule

States could propose requirements

above/beyond MU floor, but not with

additional EHR functionality

States’ flexibility with Stage 1 MU is

limited to seeking CMS approval to

require 4 public health-related

objectives to be core instead of menu

Core clinical quality measures (CQM)

and specialty measure groups for EPs

Modified Core CQM and removed

specialty measure groups for EPs

90 CQM total for EPs

44 CQM total for EPs – must report

total of 6

35 CQM total for eligible hospitals and

8 alternate Medicaid CQM

15 CQM total for eligible hospitals

5 CQM overlap with CHIPRA initial

core set

(10)

How were MU Core Objectives

Selected?

• Overarching considerations

– Statutory requirements (e.g. e-prescribing, CQM, health

information exchange)

– Foundational objectives (e.g. privacy and security and

those that provide foundational data needed for other

measures, like demographics, medication lists, etc.)

– Patient-centered

• Patient access (e.g. clinical summaries)

• Patient safety (e.g. drug-drug and drug-allergy features)

– Part of providers’ “normal” practice

• Looked at how the objectives aligned

(11)

Meaningful Use: Applicability

of Objectives and Measures

• Some MU objectives are not applicable to

every provider’s clinical practice, thus they

would not have any eligible patients or

actions for the measure denominator.

• In these cases, the EP, eligible hospital or

CAH would be excluded from having to

meet that measure

– Example: Dentists who do not perform

(12)

How Were Thresholds Selected

• 80%: Objective part of standard practice

(e.g. maintain active medication list)

• Others: Defined on a case-by-case basis

based on commenter or clearance

feedback

– Example: e-prescribing set at 40% lowered

(13)

Meaningful Use –

Stage 1 Core Set

Health

Outcomes

Policy

Priority

Stage 1 Objective

Stage 1 Measure

Improving quality, safety, efficiency, and reducing health disparities

Use CPOE for medication orders directly entered by any licensed healthcare

professional who can enter orders into the medical record per state, local, and

professional guidelines

More than 30% of unique patients with at least one medication in their medication list seen by the EP or admitted to the eligible hospital or CAH have at least one medication entered using CPOE

Implement drug-drug and drug-allergy interaction checks

The EP/eligible hospital/CAH has enabled this functionality for the entire EHR reporting period EP Only: Generate and transmit

permissible prescriptions electronically (eRx)

More than 40% of all permissible prescriptions written by the EP are transmitted electronically using certified EHR technology

Record demographics: preferred language, gender, race, ethnicity, date of birth, and date and preliminary cause of death in the event of mortality in the eligible hospital or CAH

More than 50% of all unique patients seen by the EP or admitted to the eligible hospital or CAH have

demographics as recorded structured data

Maintain up-to-date problem list of current and active diagnoses

(14)

Meaningful Use –

Stage 1 Core Set (cont’d)

Health

Outcomes

Policy

Priority

Stage 1 Objective

Stage 1 Measure

Improving quality, safety, efficiency, and reducing health disparities

Maintain active medication list More than 80% of all unique patents seen by the EP or admitted to the eligible hospital or CAH have at least one entry (or an indication that the patient is not currently prescribed any medication) recorded as structured data Maintain active medication allergy list More than 80% of all unique patents seen by the EP or

admitted to the eligible hospital or CAH have at least one entry (or an indication that the patient has no known medication allergies) recorded as structured data Record and chart vital signs: height, weight,

blood pressure, calculate and display BMI, plot and display growth charts for children 2-20 years, including BMI

For more than 50% of all unique patients age 2 and over seen by the EP or admitted to the eligible hospital or CAH, height, weight, and blood pressure are recorded as

structured data Record smoking status for patients 13 years

old or older

More than 50% of all unique patients 13 years or older seen by the EP or admitted to the eligible hospital or CAH have smoking status recorded as structured data

Implement one clinical decision support rule and the ability to track compliance with the rule

Implement one clinical decision support rule

Report clinical quality measures to CMS or the States

(15)

Meaningful Use –

Stage 1 Core Set (cont’d)

Health

Outcomes

Policy Priority

Stage 1 Objective

Stage 1 Measure

Engage patients and families in their healthcare

Provide patients with an electronic copy of their health information (including diagnostic test results, problem list, medication lists, medication allergies, discharge summary, procedures), upon request

More than 50% of all unique patients of the EP, eligible hospital or CAH who request an electronic copy of their health information are provided it within 3 business days

Hospitals Only: Provide patients with an

electronic copy of their discharge instructions at time of discharge, upon request

More than 50% of all patients who are discharged from an eligible hospital or CAH who request an electronic copy of their discharge instructions are provided it

EPs Only: Provide clinical summaries for each office visit

Clinical summaries provided to patients for more than 50% of all office visits within 3 business days Improve care

coordination

Capability to exchange key clinical information (ex: problem list, medication list, medication allergies, diagnostic test results), among

providers of care and patient authorized entities electronically

Performed at least one test of the certified EHR technology’s capacity to electronically exchange key clinical information

Ensure adequate privacy and

security protections for personal health information

Protect electronic health information created or maintained by certified EHR technology through the implementation of appropriate technical capabilities

Conduct or review a security risk analysis per 45 CFR 164.308(a)(1) and implement updates as necessary and correct identified security

(16)

Meaningful Use –

Stage 1 Menu Set

Health

Outcomes

Policy

Priority

Stage 1 Objective

Stage 1 Measure

Improving quality, safety, efficiency, and reducing health disparities

Implement drug-formulary checks The EP/eligible hospital/CAH has enabled this

functionality and has access to at least one internal or external drug formulary for the entire EHR reporting period

Hospitals Only: Record advance directives for patients 65 years old or older

More than 50% of all unique patients 65 years old or older admitted to the eligible hospital or CAH have an indication of an advance directive status recorded Incorporate clinical lab-test results into

certified EHR technology as structured data

More than 40% of all clinical lab test results ordered by the EP, or an authorized provider of the eligible hospital or CAH, for patients admitted during the EHR reporting period whose results are either in a positive/negative or numerical format are incorporated in certified EHR technology as structured data

Generate lists of patients by specific conditions to use for quality improvement, reduction of disparities, research or outreach

Generate at least one report listing patients of the EP, eligible hospital or CAH with a specific condition EPs Only: Send reminders to patients per

patient preference for preventive/follow-up care

More than 20% of all unique patients 65 years or older or 5 years old or younger were sent an appropriate

(17)

Meaningful Use –

Stage 1 Menu Set (cont’d)

Health

Outcomes

Policy

Priority

Stage 1 Objective

Stage 1 Measure

Engage patients and families in their health care

EPs Only: Provide patients with timely electronic access to their health information (including lab results, problem list, medication lists, medication allergies) within 4 business days of the

information being available to the EP

More than 10% of all unique patients seen by the EP are provided timely (available to the patient within 4 business days of being updated in the certified EHR technology) electronic access to their health

information subject to the EP’s discretion to withhold certain information

Use certified EHR technology to identify patient-specific education resources and provide those resources to the patient, if appropriate

More than 10% of all unique patients seen by the EP or admitted to the eligible hospital or CAH are

provided patient-specific education resources Improve care

coordination

The EP, eligible hospital or CAH who receives a patient from another setting of care or provider of care or believes an encounter is relevant should perform medication reconciliation

The EP, eligible hospital or CAH performs medication reconciliation for more than 50% of transitions of care in which the patient is transitioned into the care of the EP or admitted to the eligible hospital or CAH

The EP, eligible hospital or CAH who receives a patient from another setting of care or provider of care or refers their patient to another provider of care should provide a summary of care

record for each transition of care or referral

(18)

Meaningful Use –

Stage 1 Menu Set (cont’d)

Health

Outcomes

Policy

Priority

Stage 1 Objective

Stage 1 Measure

Improve population and public health1

Capability to submit electronic data to immunization registries or Immunization Information Systems and actual

submission in accordance with applicable law and practice

Performed at least one test of the certified EHR technology’s capacity to submit electronic data to immunization registries and follow-up submission if the test is successful (unless none of the immunization registries to which the EP, eligible hospital or CAH submits such information have the capacity to receive such information electronically)

Hospitals Only: Capability to submit electronic data on reportable (as

required by state or local law) lab results to public health agencies and actual submission in accordance with applicable law and practice

Performed at least one test of certified EHR technology’s

capacity to provide submission of reportable lab results to public health agencies and follow-up submission if the test is

successful (unless none of the public health agencies to which the EP, eligible hospital or CAH submits such information have the capacity to receive such information electronically)

Capability to submit electronic

syndromic surveillance data to public health agencies and actual submission in accordance with applicable law and practice

(19)

Future Stages

• Intend to propose 2 additional Stages through

future rulemaking. Future Stages will expand upon

Stage 1 criteria.

• Stage 1 menu set will be transitioned into core set

for Stage 2

• Administrative transactions will be added

• CPOE measurement will go to 60%

• Will reevaluate other measures – possibly higher

thresholds

(20)

States’ Flexibility to Revise

Meaningful Use

• States can seek CMS prior approval to

require 4 MU objectives be core for their

Medicaid providers:

– Generate lists of patients by specific conditions

for quality improvement, reduction of

disparities, research or outreach (can specify

particular conditions)

– Reporting to immunization registries, reportable

lab results and syndromic surveillance (can

(21)

Meaningful Use for EPs who

Work at Multiple Sites

• An EP who works at multiple locations, but

does not have certified EHR technology

available at all of them would:

– Have to have

50% of their total patient

encounters at locations where certified EHR

technology is available

(22)

MU for Hospitals that Qualify for

Both Medicare & Medicaid Payments

• Applies to sub-section (d) and acute care

hospitals

• Attest/Report on Meaningful Use to CMS

for the Medicare EHR Incentive Program

• Will be deemed meaningful users for

Medicaid (even if the State has CMS

(23)

Clinical Quality Measures

(CQM) Overview

• 2011: EPs, eligible hospitals and CAHs

seeking to demonstrate Meaningful Use

are required to submit aggregate CQM

numerator, denominator, and exclusion

data to CMS or the States by attestation.

• 2012: EPs, eligible hospitals and CAHs

seeking to demonstrate Meaningful Use

are required to electronically submit

(24)

CQM: Eligible Professionals

• Core, Alternate Core, and Additional CQM

sets for EPs

– EPs must report on 3 required core CQM. If the

denominator of 1or more of the required core

measures is 0, then EPs are required to report

results for up to 3 alternate core measures

– EPs also must select 3 additional CQM from a set of

38 CQM (other than the core/alternate core

measures)

– In sum, EPs must report on 6 total measures: 3

required core measures (substituting alternate

core measures where necessary) and 3

(25)

CQM: Core Set for EPs

NQF Measure Number &

PQRI Implementation Number

Clinical Quality Measure Title

NQF 0013

Hypertension: Blood Pressure

Measurement

NQF 0028

Preventive Care and Screening

Measure Pair: a) Tobacco Use

Assessment b) Tobacco Cessation

Intervention

NQF 0421

PQRI 128

(26)

CQM: Alternate Core Set for

EPs

NQF Measure Number &

PQRI Implementation Number

Clinical Quality Measure Title

NQF 0024

Weight Assessment and Counseling

for Children and Adolescents

NQF 0041

PQRI 110

Preventive Care and Screening:

Influenza Immunization for Patients

50 Years Old or Older

(27)

CQM: Additional Set for EPs

1. Diabetes: Hemoglobin A1c Poor Control

2. Diabetes: Low Density Lipoprotein (LDL) Management and Control 3. Diabetes: Blood Pressure Management

4. Heart Failure (HF): Angiotensin-Converting Enzyme (ACE) Inhibitor or Angiotensin Receptor Blocker (ARB) Therapy for Left Ventricular Systolic Dysfunction (LVSD)

5. Coronary Artery Disease (CAD): Beta-Blocker Therapy for CAD Patients with Prior Myocardial Infarction (MI)

6. Pneumonia Vaccination Status for Older Adults 7. Breast Cancer Screening

8. Colorectal Cancer Screening

9. Coronary Artery Disease (CAD): Oral Antiplatelet Therapy Prescribed for Patients with CAD 10. Heart Failure (HF): Beta-Blocker Therapy for Left Ventricular Systolic Dysfunction (LVSD) 11. Anti-depressant medication management: (a) Effective Acute Phase Treatment,(b)Effective

Continuation Phase Treatment

12. Primary Open Angle Glaucoma (POAG): Optic Nerve Evaluation

13. Diabetic Retinopathy: Documentation of Presence or Absence of Macular Edema and Level of Severity of Retinopathy

14. Diabetic Retinopathy: Communication with the Physician Managing Ongoing Diabetes Care 15. Asthma Pharmacologic Therapy

16. Asthma Assessment

17. Appropriate Testing for Children with Pharyngitis

18. Oncology Breast Cancer: Hormonal Therapy for Stage IC-IIIC Estrogen Receptor/ Progesterone Receptor (ER/PR) Positive Breast Cancer

(28)

CQM: Additional Set for EPs

(cont’d)

20. Prostate Cancer: Avoidance of Overuse of Bone Scan for Staging Low Risk Prostate Cancer Patients 21. Smoking and Tobacco Use Cessation, Medical assistance: a) Advising Smokers and Tobacco Users to Quit, b) Discussing Smoking and Tobacco Use Cessation Medications, c) Discussing Smoking and Tobacco Use Cessation Strategies

22. Diabetes: Eye Exam 23. Diabetes: Urine Screening 24. Diabetes: Foot Exam

25. Coronary Artery Disease (CAD): Drug Therapy for Lowering LDL-Cholesterol 26. Heart Failure (HF): Warfarin Therapy Patients with Atrial Fibrillation

27. Ischemic Vascular Disease (IVD): Blood Pressure Management

28. Ischemic Vascular Disease (IVD): Use of Aspirin or Another Antithrombotic

29. Initiation and Engagement of Alcohol and Other Drug Dependence Treatment: a) Initiation, b) Engagement

30. Prenatal Care: Screening for Human Immunodeficiency Virus (HIV) 31. Prenatal Care: Anti-D Immune Globulin

32. Controlling High Blood Pressure 33. Cervical Cancer Screening

34. Chlamydia Screening for Women

35. Use of Appropriate Medications for Asthma 36. Low Back Pain: Use of Imaging Studies

(29)

CQM: Eligible Hospitals and

CAHs

1. Emergency Department Throughput – admitted patients Median time from

ED arrival to ED departure for admitted patients

2. Emergency Department Throughput – admitted patients – Admission

decision time to ED departure time for admitted patients

3. Ischemic stroke – Discharge on anti-thrombotics

4. Ischemic stroke – Anticoagulation for A-fib/flutter

5. Ischemic stroke – Thrombolytic therapy for patients arriving within 2 hours of

symptom onset

6. Ischemic or hemorrhagic stroke – Antithrombotic therapy by day 2

7. Ischemic stroke – Discharge on statins

8. Ischemic or hemorrhagic stroke – Stroke education

9. Ischemic or hemorrhagic stroke – Rehabilitation assessment

10. VTE prophylaxis within 24 hours of arrival

11. Intensive Care Unit VTE prophylaxis

12. Anticoagulation overlap therapy

13. Platelet monitoring on unfractionated heparin

14. VTE discharge instructions

(30)

Participation in HITECH and other

Medicare Incentive Programs for EPs

Other Medicare Incentive Program

Eligible for HITECH EHR Incentive

Program?

Medicare Physician Quality Reporting

Initiative (PQRI)

Yes, if the EP is eligible.

Medicare Electronic Health Record

Demonstration (EHR Demo)

Yes, if the EP is eligible.

Medicare Care Management

Performance Demonstration (MCMP)

Yes, if the practice is eligible. The MCMP

demo will end before EHR incentive

payments are available.

Electronic Prescribing (eRx) Incentive

Program

If the EP chooses to practice in the

Medicare EHR Incentive Program, they

cannot participate in the Medicare eRx

Incentive Program simultaneously in the

same program year. If the EP chooses to

participate in the Medicaid EHR

(31)

EHR Incentive Program

Timeline

Registration for the EHR Incentive Programs will begin in January 2011

For Medicare providers, attestation for the EHR Incentive Programs will

begin in April 2011

EHR incentive payments will begin a month following the start of

attestations

For Medicaid providers, States may launch their programs in January 2011

and thereafter

November 30, 2011 – Last day for eligible hospitals and CAHs to register

and attest to receive an incentive payment for FFY 2011 (Medicare

providers)

February 29, 2012 – Last day for EPs to register and attest to receive an

incentive payment for CY 2011 (Medicare providers)

2015 – Medicare payment adjustments begin for EPs and eligible hospitals

that are not meaningful users of EHR technology**

2016 – Last year to receive a Medicare EHR incentive payment; Last year

to initiate participation in Medicaid EHR Incentive Program**

2021 – Last year to receive Medicaid EHR incentive payment**

(32)

Questions Regarding the

Regulation

• CMS website

http://www.cms.gov/EHRIncentivePrograms

• CMS subject matter experts will be working with

ONC and the states to do webinars and other

information sessions to help answer questions

• CMS will develop FAQs to respond to various

questions and provide toolkits and other materials

to assist providers

• CMS will issue additional guidance on how to

register and attest to meaningful use

(33)

So, what are we to do next?

(34)
(35)

Top CEO Issues

The American College of Healthcare Executives’ annual

survey asked CEOs to identify their top three issues

Issue Percentage

responding

Financial challenges 76%

Healthcare reform implications* 53

Care for the uninsured 37

Patient safety and quality 32

Governmental mandates 30 Physician-hospital relations 25 Patient satisfaction 15 Personnel shortages 13 Capacity 7 Technology 7 Governance* 2 Disaster preparedness 1

Issues about not-for-profit status 1

*

New issues added for 2009

(36)
(37)

• Political

– Champions

– Supportive environment

• Organizational

– Governance

– Shared goals and

objectives

– Operating rules

• Financial

– Access to capital

– Sustainable model

• Technical

– Integration with legacy

systems

– Security and privacy

– Data management

(38)

Self-Assessment

• Who should we be aligned with to move

our vision, mission and values forward?

• Where can we best contribute to the

improvement efforts, quality, care and

safety?

• What are the timelines and milestones to

which our organization must strive to

achieve meaningful use?

(39)

Clinical IT Adoption Process

Planning

Design

Implementation

Training

Go-Live Support /

(40)

Clinical IT Adoption

• Have your organizational goals and expected

results for the clinical IT project been identified in

the planning stage?

– Speed Bump: A project that has not involved both the

executive leadership and clinicians in setting a vision is

initially set up as just another IT project

• Is your organization designing the system from

the clinician perspective?

– Speed Bump: It is well documented that attempts to

implement a system by excluding clinicians in the design

phase can lead to resentment, lack of confidence in the

organization and counter-productive behaviors that

(41)

Clinical IT Adoption (cont.)

• Have you incorporated a formalized project charter

into your implementation process, identifying

challenges and overcoming obstacles?

– Speed Bump: Without a formalized process it is difficult

for clinicians to recognize that the clinical implementation

project represents a true commitment to success

• What is your training approach; do you have

different models for different roles in your

organization?

– Speed Bump: Physicians have rigorous time restraints;

therefore the lack of adequate staff and planning for

one-on-one physician training will decrease

(42)

Clinical IT Adoption (cont.)

• Have you built in adequate time and resources

for your Go-Live and Support phase with the

clinicians’ day-to-day routine in mind?

– Speed Bump: Clinician buy-in will dramatically drop at

(43)
(44)
(45)

Assessment Matrix

• Technology Platforms and Applications Review

• Capital Budget Planning and Prioritization

• IT Staffing Plan Review

• Physician Alignment Summary

• On-Site Interview Notes

• Other Operational Considerations

• Privacy and Security Overview

(46)

Other Considerations

• Calculate ARRA Incentives

• Define IT Projects in Relation to MU grid

• Complete GAP Analysis

(47)

Important Areas of Focus

• Vendor Sustainability and Focus

• Patient Throughput and Clinical Integration

• Quality Reporting

(48)

Questions & Answers

(49)

Thank You!

References

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