Patient-Centered Medical Home

Physician Practice Connections –

Patient-Centered Medical Home

(PPC-PCMH)

NCQA Recognition Workbook

Special Thanks to American Academy of Family Physicians (AAFP), Medical Group Management Association (MGMA) and Richard J. Barron, MD for selflessly sharing materials with us.

Special thanks, acknowledgement, and appreciation for their contributions also go to:

The PCMH Team at HealthTeamWorks: http://www.healthteamworks.org/index.aspx

Natl Ctr for Medical Home Implementation and the American Academy of Pediatrics: http://www.medicalhomeinfo.org/

Institute for HealthCare Improvement: http://www.ihi.org/ihi

Diabetes Initiative: http://www.diabetesinitiative.org/index.html

Primary Care Development Corporation: http://www.pcdc.org/

Improving Chronic Illness Care: http://www.improvingchroniccare.org/

Gateway Community Health Center: http://www.gatewaychc.com/

Robert C. Byrd Center for Rural Health at Marshall University: http://crh.marshall.edu/

Mid-State Health – NH: http://www.midstatehealth.org/

NC Academy of Family Physicians: http://www.ncafp.com/

The PCMH Team at CCNC: http://www.communitycarenc.org/

Created by:-

Zula Solomon, MBA – PCMH Quality Improvement Coach

Deb Barnett, RN, MS, FNP – Family Medicine Residency PCMH Project Manager

R. Scott Hammond, M.D. -- Primary Care Consultants, Inc.

Adapted and expanded by:-

R.W. Watkins, MD, MPH, FAAFP – Community Care of North Carolina

Table of Contents

Organizational Steps 4

Definitions 5

Abbreviations 7

PPC-PCMH STANDARDS AND SCORING 8

PPC 1: Access and Communication ( 9 Points) 10

PPC 2: Patient tracking and Registry Functions ( 21 Points) 16

PPC 3: Care Management ( 20 Points ) 27

PPC 4: Patient Self- Management Support ( 6 Points ) 35

PPC 5: Electronic Prescribing ( 8 Points ) 39

PPC 6: Test Tracking ( 13 Points ) 43

PPC 7: Referral Tracking ( 4 Points ) 46

PPC 8: Performance Reporting and Improvement ( 15 Points ) 48

PPC 9: Advanced Electronic Communications ( 4 Points) 55

Questions and Answers 59

Organizational Steps

1.  Build your team

a.  Establish regular meeting time

b.  Delegate roles and responsibility (who will be the project manager?)

2.  Establish planning time

a.  Identify practice champion and block non-clinic time for the provider(s) to do the work

3.  Understand what it means to be a medical home.

a.  What are the joint principles?

b.  Who is NCQA and what are the standards and guidelines for PPC-PCMH?

c.  What is the Chronic Care Model?

4.  Establish Aim and milestones

a.  Create a time table

b.  Identify a project manager who will hold the team accountable to meeting goals and milestones?

5.  Read the workbook

6.  Do the work

Definitions:

Allergies: Adverse reactions to substances.

Business associate: A person or organization that on behalf of a covered entity (health plan, health care clearinghouse or health care provider) or organized health care arrangement, which includes a covered entity, performs, or assists in the performance of, but not in the capacity of a workforce member, functions or activities involving the use or disclosure of individually identifiable health information from the covered entity or organized health care arrangement.

Clinical visit data: A record of patient activity at the practice.

Clinically important condition:A chronic or recurring condition that a practice sees most frequently, such as otitis media, asthma, diabetes or congestive heart failure. The most frequently seen single-episode conditions may also be clinically important conditions such as colds or urinary tract infections.

Contact information: Patient location facts that may include telephone number, e-mail address, payor ID and emergency contact information.

Demographic information:Information that includes at least ethnicity, gender, marital status, date of birth, type of work, hours of work and preferred language.

Diagnoses: Problem list of conditions, injuries or other health issues.

Documented process:Written statements describing the practice's procedures. The statements may include protocols or other documents that describe actual processes or blank forms the practice uses in work flow such as referral forms, checklists and flow sheets.

Emergency admissions:Any unscheduled medical or behavioral health care event that results in either an emergency room visit or hospital admission.

Evidence-based:Clinical practice guidelines that are known to be effective in improving health outcome. The effectiveness is determined by scientific evidence or, in the absence of scientific evidence, professional standards or, in the absence of professional standards, expert opinion.

Evidence-based guidelines:Clinical practice guidelines that are known to be effective in improving health outcome. The effectiveness is determined by scientific evidence or, in the absence of scientific evidence, professional standards or, in the absence of professional standards, expert opinion. See PRACTICE GUIDELINES.

Example:One document, report or prepared material that serves as a model for those used by the practice.

Factor:An item within an element that is scored. For example, an element may require the organization to demonstrate that a specific document includes four items. Each item is a factor.

Materials:Prepared material that the practice provides to patients, including clinical guidelines and self-management and educational resources such as brochures, Web sites, videos and pamphlets.

Multi-Site Group:Multiple practice sites of a larger organization that provide standardized systems across the practice. In this case, NCQA reviews some elements once and applies the results to all practice sites in the Multi-Site Group.

Must Pass elements:Designated elements that a practice must pass at a 50% or greater score to achieve Recognition.

Population management:The assessment of all patients in a practice to identify groups of patients who require specific services.

Practice:[Appears with in Interactive Survey System] One physician or a group of physicians at a single geographic location who practice together. Practicing together means that, for all the physicians in a practice:
1) The single site is the location of practice for at least the majority of their clinical time;
2) The non-physician staff follow the same procedures and protocols;
3) Medical records, whether paper or electronic, for all patients treated at the practice site are available to and shared by all physicians as appropriate;
4) The same systems--electronic (computers) and paper-based--and procedures support both clinical and administrative functions: scheduling time, treating patients, ordering services, prescribing, keeping medical records and follow-up.

Practice guidelines:Systematically developed descriptive tools or standardized specifications for care to assist practitioner and patient decisions about appropriate health care for specific clinical circumstances. Practice guidelines are typically developed through a formal process and are based on authoritative sources that include clinical literature and expert consensus. Practice guidelines may also be called PRACTICE PARAMETERS, TREATMENT PROTOCOLS or CLINICAL GUIDELINES.

Preventive health data:A patient's status regarding receipt of preventive screenings, immunizations and counseling appropriate for the patient's age and gender.

Records or files: Actual patient files or registry entries that document an action taken. The files are a source for estimating the extent of performance against an element. There are two ways to measure this performance: 1) a query of electronic files yielding a count, and 2) the sample selection process provided by NCQA--instructions for choosing a sample and a log for reviewing records are in the Record Review Workbook.

Registry: A searchable list of patient data that the practice actively uses to assist in patient care.

Reports: Aggregated data showing evidence of action; may include manual and computerized reports.

Risk factors: Behaviors, habits, age, family history or other factors that may increase the likelihood of poor health outcomes.

Sample:A statistically valid representation of the whole.

Treatment plan:A written action plan based on assessment data that identifies the individual or patient's clinical needs, the strategy for providing services to meet those needs, the treatment goals and objectives.

Practice is done working on Element

Practice is focusing on this Element

Practice is choosing not to work on this Element

Abbreviations

PPC-PCMH STANDARDS AND SCORING

Of the 30 elements in PPC-PCMH, 10 are Must Pass, that is, elements that a practice Must Pass at 50% or greater score to achieve Recognition. Practices that achieve less than 5 Must Pass elements receive a Not Recognized status. If there is a difference in Level achieved for the number of points and the Must Pass elements, the practice will be awarded the lesser level. For example, if a practice has 65 points but passes only 7 Must Pass Elements, the practice will achieve Level 1 Recognition.

PPC 1: Access and Communication 9 Points