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If NOT for “meaningful use”,
       then…….Why?




     San Luis Valley Health Information Technology
             Symposium, November 4, 2011             1
San Luis Valley AHEC Legal Notice

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NO WARRANTIES, EXPRESS OR IMPLIED. USE AT YOUR OWN RISK.




                                                                                         2
If NOT for “meaningful use”,
then……Why

Barbara Drury, FHIMSS
President, Pricare Inc.
Professional Development Chair,
Colorado Chapter of HIMSS


                                  3
• Independent consultant, national practice,
Speaker:     primarily for physician offices, since 1982
Barbara    • EHR Risk Manager for COPIC (Colorado) and TDC
             (Oregon/Washington/Idaho)
 Drury
           • HIMSS Fellow, new appointee for 2011-2013
             HIMSS Public Policy Committee, Current
             member of Davies Ambulatory Award
             Committee, Professional Development Chair for
             the Colorado Chapter, Spirit of HIMSS 2004,
             2009.
           • Appointed to the ONC’s Technical Expert Panel
             on Unintended Consequences of HIT/EHR.
           • Author of many of the Colorado Medical Society
             ARRA tools, webinars. Editor of the COPIC
             Benchmarks for EMRs.
                                                       4
Talking Points
• The EHR world ‘before and without ARRA’
  – What’s different
  – What’s the same
• Highlights from Davies Ambulatory winners
  – Practices ‘like yours’
  – Common reasons to adopt
  – Degrees of success
• Some insights and reflections

                                              5
Before Incentives & Meaningful Use
• Adoption of EHRs was at a natural pace and
  evolutionary (COPIC = 10 yrs, 5% to 30%)
• Practices determined important issues to
  develop ‘reasons’ to consider an EHR solution
• Capability of paying for the system and
  keeping staff were paramount
• Vendors could respond naturally to the
  market
• Your practice was your kingdom
                                                  6
After Incentives (Stark, PQRI, ARRA, MU)
• Adoption of EHRs has been
  artificially accelerated
• Incentives (or penalties)
  have become the over-riding
  ‘reason’ to consider an EHR solution
• Meeting someone else’s criteria for the system is
  now paramount
• Vendors must delay or abandon market needs to
  respond to other requirements
• Your practice is one cog in a complex healthcare
  ‘wheel’
                                                      7
And these Davies Winners?
• They excel without external incentives (and may
  not be MUs)
• They improve the health of their patients and
  the wealth of their practices
• They measure everything
• They actively engage with their chosen vendors
• They always have a plan “B” (or create it)
• MU is too narrow for the goals of these
  Winners and the benefits continue to be
  advantageous to clinicians and their patients!
                                               8
Talking Points
• The EHR world ‘before and without ARRA’
  – What’s different
  – What’s the same
• Highlights from Davies Ambulatory winners
  – Practices ‘like yours’
  – Common reasons to adopt
  – Degrees of success
• Some insights and reflections

                                              9
HIMSS Davies Award for Excellence:
• The HIMSS Ambulatory Care Davies Award: designed to
  recognize the most exemplary implementations and utilizations of
  electronic health records in independent ambulatory practices.
• Applicants must be independent, physician-owned (not hospital-
  owned) ambulatory practices and must have leveraged
  technology to impact patient-centric practice of medicine and
  derived value.
• The four categories of the HIMSS Davies Awards program are:
  hospitals and health systems, independent physician practices,
  public health, and community health organizations.
• Each winner has successfully achieved value from
  electronic health records to improve healthcare delivery.


                                                               10
Update from HIMSS for 2012 Davies
• Case-study format rather than ‘your story’
  – You get to pick area where you excel
• Two categories = two committees
  – Enterprise (5 case studies)
  – Ambulatory: Enterprise-owned, physician-owned,
    community health organizations, and public health (4
    case studies)
• Rolling application, anytime throughout year
• Virtual and some on-site visits by HIMSS
  Committee
• www.himss.org/davies/

                                                           11
Practice Metrics
                                                          Year of Implementation
                                                            Davies Winner Year
                                                         Number of Physicians/Mid-
  “Practices                                                       levels
                                                             Number of Others
                                                              Number of Sites
  like me?”                                              Method of Paying for Initial
                                                                    Costs
                                                           Go-live Team 'old' roles

      OB/Gyn, Rheumatology,                                   Go-live Approach
         Family Practice,
          Orthopaedics                                  Go-live Schedule/Patient Flow
                                                                   Planning
Full Davies Applications at:                              Expanded Services: tests,
http://himss.org/davies/pastRecipients_ambulatory.asp            subspecialty
                                                        Technical interaction with PMS
    Two winners from Colorado (2006-                                System
    Alpenglow, 2010 Miramont)                            PMS from same or different
                                                                    vendor
                                                        Personal or Practice Standards

                                                                                         12
                                                           Form-factor for EHR use
Virginia Women’s Center
                                               VA Women's
          Practice Metrics
            Year of Implementation                   2005
              Davies Winner Year                     2009
           Number of Physicians/Mid-
                     levels                           37
               Number of Others                      161
                Number of Sites                       5
           Method of Paying for Initial
                      Costs                       Loan/7 yrs
             Go-live Team 'old' roles
                                             MD, MA, Operations
                Go-live Approach
                                         Module or two at a time
                                         Month 1 at 50%, Mo. 2 at
          Go-live Schedule/Patient Flow
                                         66%, Mo. 3 at 100% pre-
                     Planning
                                              EHR volume.
            Expanded Services: tests,    Research, US, Mammo,
                   subspecialty             Nutrition, Psych
          Technical interaction with PMS
                      System                  Bidirectional
           PMS from same or different
                      vendor                  Same vendor
                                           Practice standard,
          Personal or Practice Standards
                                               customized
                                                                        13
             Form-factor for EHR use      Notebook, wireless, stylus,
                                                 cell cards
Oklahoma Arthritis Center
                                                OK Arthritis
           Practice Metrics
             Year of Implementation                  2006
               Davies Winner Year                    2008
            Number of Physicians/Mid-
                      levels                          5
                Number of Others                      26
                 Number of Sites                      1
            Method of Paying for Initial
                       Costs                     Self-funded
                                           MD, OffMgr, RN, Part-time
              Go-live Team 'old' roles
                                                      IT
                 Go-live Approach
                                            Module or two at a time

           Go-live Schedule/Patient Flow
                                          Two months of reduced
                      Planning
                                                 schedule
             Expanded Services: tests,     Infusion, Radiology,
                    subspecialty               Clinical Lab
           Technical interaction with PMS One-way to EHR. Tickets
                       System                      used.
            PMS from same or different
                       vendor                 Same vendor
                                            Practice standard,
           Personal or Practice Standards
                                               customized
                                                                       14
              Form-factor for EHR use       Convertible notebook,
                                               wireless, stylus
Village Health Partners
                                             Village Health
         Practice Metrics                     Partners, TX
           Year of Implementation                   2003
             Davies Winner Year                     2007
          Number of Physicians/Mid-
                    levels                           3
              Number of Others                       7
               Number of Sites                       1
          Method of Paying for Initial
                     Costs                       Loan/4 yrs
            Go-live Team 'old' roles
                                                MD plus ALL
                                          Big Bang (100% of users
               Go-live Approach
                                                 and visits)
                                         Picked a 'light' month, no
         Go-live Schedule/Patient Flow
                                        FU appts allowed, 6 weeks
                    Planning
                                               back to 100%
           Expanded Services: tests,
                  subspecialty          Traditional Family Practice
         Technical interaction with PMS
                     System                    Bidirectional
          PMS from same or different
                     vendor                    Same vendor
                                        Practice standard, minimal
         Personal or Practice Standards
                                               customization
                                                                       15
            Form-factor for EHR use
                                         Thick client (PCs), monitor
Sports Medicine & Orthopedics of Birmingham
                                                    Sports Medicine &
                   Practice Metrics                     Ortho, AL
                     Year of Implementation                   2003
                       Davies Winner Year                     2005
                    Number of Physicians/Mid-
                              levels                           4
                        Number of Others                       15
                         Number of Sites                       1
                    Method of Paying for Initial
                               Costs                Loan/60 mos low interest

                      Go-live Team 'old' roles
                                                             MD, RN
                                                     Big Bang (100% of users
                         Go-live Approach
                                                           and visits)

                   Go-live Schedule/Patient Flow
                                                     2 weeks at 50%, back to
                              Planning
                                                        100% at 6 weeks
                     Expanded Services: tests,
                            subspecialty                  Digital X-ray
                   Technical interaction with PMS
                               System                     Bidirectional
                    PMS from same or different
                               vendor                   Different vendor
                   Personal or Practice Standards
                                                           Personal
                                                    Notebook docked outside    16
                      Form-factor for EHR use       exam rooms - unreliable
                                                           wireless.
Village     Sports
                  Common Threads for "why did                      VA         OK        Health     medicine
                                                                 Women's   Arthritis   Partners,   & Ortho,
                                  you do it?"                                             TX          AL

 If NOT for             Access in office, remote, everywhere

“meaningful          Quality of Documentation, organization,
                                 completeness, defensibility
 use”, then
            MU     Information Exchange outside the practice
    WHY?
                  Patient Safety, including care management,
                                                  deliquencies

            MU Monitoring of in-house adherence to clinical
                                    guidelines and metrics

                 Reduce costs or be more efficient with staff,
                               transcription, supplies, space

                                   Forward-thinking planning


            MU     Point of Care clinical support and planning

                        Customer service and communication
                            (patient and/or referral sources)
                                                                                                       17
                      Practice and individual user "happiness
                                                    quotient"
Degree of success, based
         Common Threads for "why did                       VA         OK
                                                                                Village
                                                                                Health
                                                                                            Sports
                                                                                           Medicine

                        on “why”:
                         you do it?"                     Women's   Arthritis   Partners,
                                                                                  TX
                                                                                           & Ortho,
                                                                                              AL


                Access in office, remote, everywhere


Nailed       Quality of Documentation, organization,
                         completeness, defensibility

 it!       Information Exchange outside the practice

         Patient Safety, including care management,

 Not                                    deliquencies

         Monitoring of in-house adherence to clinical

quite!                        guidelines and metrics

         Reduce costs or be more efficient with staff,
                       transcription, supplies, space

                           Forward-thinking planning


           Point of Care clinical support and planning

               Customer service and communication
                   (patient and/or referral sources)
                                                                                           18
              Practice and individual user "happiness
                                            quotient"
Talking Points
• The EHR world ‘before and without ARRA’
  – What’s different
  – What’s the same
• Highlights from Davies Ambulatory winners
  – Practices ‘like yours’
  – Common reasons to adopt
  – Degrees of success
• Some insights and reflections

                                              19
23 HIMSS Winners and Incentive $$$ ?
•   Family Practice/Internal Medicine = 7, YES
•   Multi-specialty = 3, YES
•   Cardiology = 2, YES
•   Ortho/Sports Medicine = 1, NO
•   OB/Gyn = 3, (1 Y, 2 N)
•   Peds = 5, NO
•   Rheumatology = 1, YES
•   Diabetes = 1, NO

                                                 20
On the ‘lighter’ side, from these winners:
• EHR implementation is a commitment to a process, not
  necessarily to perfection (Craig Carson MD, OK Arthritis)
• It was difficult to accept failure and financial burden of the
  unused technology. Knowing when to quit was a challenge.
  (Kay Stout MD, VA Women’s)
• I was finishing my MBA in May, 2003. My wife was
  expecting our first child a few months later in
  September. Everything had to be done in-between. (Chris
  Crow MD, Village Partners, TX)
• In spite of recommendations from others, the Managing Physician
  refused to reduce the schedule. The number of patients
  scheduled at implementation was not adjusted significantly. This
  would later be a decision that we regretted. (Sam Goldstein MD,
  Sports Med & Ortho, AL)                                     21
And Some Questions for Your Practice:
• What are your ‘right’ reasons and
  how will you know?
• It’s too expensive to change your
  mind, so are you prepared for a long-
  term arrangement?
• How well do you (and your practice)
  handle course corrections?

                                          22
In spite of incentives, you must find
        YOUR “right reason”




                                        23
Talking Points
• The EHR world ‘before and without ARRA’
  – What’s different
  – What’s the same
• Highlights from Davies Ambulatory winners
  – Practices ‘like yours’
  – Common reasons to adopt
  – Degrees of success
• Some insights and reflections
• Discussion
                                              24
Discussion?



            Barbara Drury
             Pricare Inc.

   bdrury28@earthlink.net
            303-681-3117




                             25
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the completed form in the box next to the door
before you leave today.

Please send any questions or comments to:
Email address of author
Thank You!


                 THANK YOU!

                                                          26

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If NOT for “meaningful use”, then…….Why?

  • 1. If NOT for “meaningful use”, then…….Why? San Luis Valley Health Information Technology Symposium, November 4, 2011 1
  • 2. San Luis Valley AHEC Legal Notice The material in this tutorial is copyrighted as indicated in each slide footer and any references made by the author. Companies and individuals may only use this material in accordance with copyrights expressly stated. Contact the speaker directly for further information Neither the Author nor the Presenter is an attorney and nothing in this presentation is intended to be nor should be construed as legal advice or opinion. If you need legal advice or legal opinion, please contact an attorney. The information presented herein represents the Author’s personal opinion and current understanding of the issues involved. The Author, the Presenter and the San Luis Valley AHEC do not assume any responsibility or liability for damages arising out of any reliance on or use of this information. NO WARRANTIES, EXPRESS OR IMPLIED. USE AT YOUR OWN RISK. 2
  • 3. If NOT for “meaningful use”, then……Why Barbara Drury, FHIMSS President, Pricare Inc. Professional Development Chair, Colorado Chapter of HIMSS 3
  • 4. • Independent consultant, national practice, Speaker: primarily for physician offices, since 1982 Barbara • EHR Risk Manager for COPIC (Colorado) and TDC (Oregon/Washington/Idaho) Drury • HIMSS Fellow, new appointee for 2011-2013 HIMSS Public Policy Committee, Current member of Davies Ambulatory Award Committee, Professional Development Chair for the Colorado Chapter, Spirit of HIMSS 2004, 2009. • Appointed to the ONC’s Technical Expert Panel on Unintended Consequences of HIT/EHR. • Author of many of the Colorado Medical Society ARRA tools, webinars. Editor of the COPIC Benchmarks for EMRs. 4
  • 5. Talking Points • The EHR world ‘before and without ARRA’ – What’s different – What’s the same • Highlights from Davies Ambulatory winners – Practices ‘like yours’ – Common reasons to adopt – Degrees of success • Some insights and reflections 5
  • 6. Before Incentives & Meaningful Use • Adoption of EHRs was at a natural pace and evolutionary (COPIC = 10 yrs, 5% to 30%) • Practices determined important issues to develop ‘reasons’ to consider an EHR solution • Capability of paying for the system and keeping staff were paramount • Vendors could respond naturally to the market • Your practice was your kingdom 6
  • 7. After Incentives (Stark, PQRI, ARRA, MU) • Adoption of EHRs has been artificially accelerated • Incentives (or penalties) have become the over-riding ‘reason’ to consider an EHR solution • Meeting someone else’s criteria for the system is now paramount • Vendors must delay or abandon market needs to respond to other requirements • Your practice is one cog in a complex healthcare ‘wheel’ 7
  • 8. And these Davies Winners? • They excel without external incentives (and may not be MUs) • They improve the health of their patients and the wealth of their practices • They measure everything • They actively engage with their chosen vendors • They always have a plan “B” (or create it) • MU is too narrow for the goals of these Winners and the benefits continue to be advantageous to clinicians and their patients! 8
  • 9. Talking Points • The EHR world ‘before and without ARRA’ – What’s different – What’s the same • Highlights from Davies Ambulatory winners – Practices ‘like yours’ – Common reasons to adopt – Degrees of success • Some insights and reflections 9
  • 10. HIMSS Davies Award for Excellence: • The HIMSS Ambulatory Care Davies Award: designed to recognize the most exemplary implementations and utilizations of electronic health records in independent ambulatory practices. • Applicants must be independent, physician-owned (not hospital- owned) ambulatory practices and must have leveraged technology to impact patient-centric practice of medicine and derived value. • The four categories of the HIMSS Davies Awards program are: hospitals and health systems, independent physician practices, public health, and community health organizations. • Each winner has successfully achieved value from electronic health records to improve healthcare delivery. 10
  • 11. Update from HIMSS for 2012 Davies • Case-study format rather than ‘your story’ – You get to pick area where you excel • Two categories = two committees – Enterprise (5 case studies) – Ambulatory: Enterprise-owned, physician-owned, community health organizations, and public health (4 case studies) • Rolling application, anytime throughout year • Virtual and some on-site visits by HIMSS Committee • www.himss.org/davies/ 11
  • 12. Practice Metrics Year of Implementation Davies Winner Year Number of Physicians/Mid- “Practices levels Number of Others Number of Sites like me?” Method of Paying for Initial Costs Go-live Team 'old' roles OB/Gyn, Rheumatology, Go-live Approach Family Practice, Orthopaedics Go-live Schedule/Patient Flow Planning Full Davies Applications at: Expanded Services: tests, http://himss.org/davies/pastRecipients_ambulatory.asp subspecialty Technical interaction with PMS Two winners from Colorado (2006- System Alpenglow, 2010 Miramont) PMS from same or different vendor Personal or Practice Standards 12 Form-factor for EHR use
  • 13. Virginia Women’s Center VA Women's Practice Metrics Year of Implementation 2005 Davies Winner Year 2009 Number of Physicians/Mid- levels 37 Number of Others 161 Number of Sites 5 Method of Paying for Initial Costs Loan/7 yrs Go-live Team 'old' roles MD, MA, Operations Go-live Approach Module or two at a time Month 1 at 50%, Mo. 2 at Go-live Schedule/Patient Flow 66%, Mo. 3 at 100% pre- Planning EHR volume. Expanded Services: tests, Research, US, Mammo, subspecialty Nutrition, Psych Technical interaction with PMS System Bidirectional PMS from same or different vendor Same vendor Practice standard, Personal or Practice Standards customized 13 Form-factor for EHR use Notebook, wireless, stylus, cell cards
  • 14. Oklahoma Arthritis Center OK Arthritis Practice Metrics Year of Implementation 2006 Davies Winner Year 2008 Number of Physicians/Mid- levels 5 Number of Others 26 Number of Sites 1 Method of Paying for Initial Costs Self-funded MD, OffMgr, RN, Part-time Go-live Team 'old' roles IT Go-live Approach Module or two at a time Go-live Schedule/Patient Flow Two months of reduced Planning schedule Expanded Services: tests, Infusion, Radiology, subspecialty Clinical Lab Technical interaction with PMS One-way to EHR. Tickets System used. PMS from same or different vendor Same vendor Practice standard, Personal or Practice Standards customized 14 Form-factor for EHR use Convertible notebook, wireless, stylus
  • 15. Village Health Partners Village Health Practice Metrics Partners, TX Year of Implementation 2003 Davies Winner Year 2007 Number of Physicians/Mid- levels 3 Number of Others 7 Number of Sites 1 Method of Paying for Initial Costs Loan/4 yrs Go-live Team 'old' roles MD plus ALL Big Bang (100% of users Go-live Approach and visits) Picked a 'light' month, no Go-live Schedule/Patient Flow FU appts allowed, 6 weeks Planning back to 100% Expanded Services: tests, subspecialty Traditional Family Practice Technical interaction with PMS System Bidirectional PMS from same or different vendor Same vendor Practice standard, minimal Personal or Practice Standards customization 15 Form-factor for EHR use Thick client (PCs), monitor
  • 16. Sports Medicine & Orthopedics of Birmingham Sports Medicine & Practice Metrics Ortho, AL Year of Implementation 2003 Davies Winner Year 2005 Number of Physicians/Mid- levels 4 Number of Others 15 Number of Sites 1 Method of Paying for Initial Costs Loan/60 mos low interest Go-live Team 'old' roles MD, RN Big Bang (100% of users Go-live Approach and visits) Go-live Schedule/Patient Flow 2 weeks at 50%, back to Planning 100% at 6 weeks Expanded Services: tests, subspecialty Digital X-ray Technical interaction with PMS System Bidirectional PMS from same or different vendor Different vendor Personal or Practice Standards Personal Notebook docked outside 16 Form-factor for EHR use exam rooms - unreliable wireless.
  • 17. Village Sports Common Threads for "why did VA OK Health medicine Women's Arthritis Partners, & Ortho, you do it?" TX AL If NOT for Access in office, remote, everywhere “meaningful Quality of Documentation, organization, completeness, defensibility use”, then MU Information Exchange outside the practice WHY? Patient Safety, including care management, deliquencies MU Monitoring of in-house adherence to clinical guidelines and metrics Reduce costs or be more efficient with staff, transcription, supplies, space Forward-thinking planning MU Point of Care clinical support and planning Customer service and communication (patient and/or referral sources) 17 Practice and individual user "happiness quotient"
  • 18. Degree of success, based Common Threads for "why did VA OK Village Health Sports Medicine on “why”: you do it?" Women's Arthritis Partners, TX & Ortho, AL Access in office, remote, everywhere Nailed Quality of Documentation, organization, completeness, defensibility it! Information Exchange outside the practice Patient Safety, including care management, Not deliquencies Monitoring of in-house adherence to clinical quite! guidelines and metrics Reduce costs or be more efficient with staff, transcription, supplies, space Forward-thinking planning Point of Care clinical support and planning Customer service and communication (patient and/or referral sources) 18 Practice and individual user "happiness quotient"
  • 19. Talking Points • The EHR world ‘before and without ARRA’ – What’s different – What’s the same • Highlights from Davies Ambulatory winners – Practices ‘like yours’ – Common reasons to adopt – Degrees of success • Some insights and reflections 19
  • 20. 23 HIMSS Winners and Incentive $$$ ? • Family Practice/Internal Medicine = 7, YES • Multi-specialty = 3, YES • Cardiology = 2, YES • Ortho/Sports Medicine = 1, NO • OB/Gyn = 3, (1 Y, 2 N) • Peds = 5, NO • Rheumatology = 1, YES • Diabetes = 1, NO 20
  • 21. On the ‘lighter’ side, from these winners: • EHR implementation is a commitment to a process, not necessarily to perfection (Craig Carson MD, OK Arthritis) • It was difficult to accept failure and financial burden of the unused technology. Knowing when to quit was a challenge. (Kay Stout MD, VA Women’s) • I was finishing my MBA in May, 2003. My wife was expecting our first child a few months later in September. Everything had to be done in-between. (Chris Crow MD, Village Partners, TX) • In spite of recommendations from others, the Managing Physician refused to reduce the schedule. The number of patients scheduled at implementation was not adjusted significantly. This would later be a decision that we regretted. (Sam Goldstein MD, Sports Med & Ortho, AL) 21
  • 22. And Some Questions for Your Practice: • What are your ‘right’ reasons and how will you know? • It’s too expensive to change your mind, so are you prepared for a long- term arrangement? • How well do you (and your practice) handle course corrections? 22
  • 23. In spite of incentives, you must find YOUR “right reason” 23
  • 24. Talking Points • The EHR world ‘before and without ARRA’ – What’s different – What’s the same • Highlights from Davies Ambulatory winners – Practices ‘like yours’ – Common reasons to adopt – Degrees of success • Some insights and reflections • Discussion 24
  • 25. Discussion?  Barbara Drury  Pricare Inc.  bdrury28@earthlink.net  303-681-3117 25
  • 26. Please fill out your evaluations on this talk and leave the completed form in the box next to the door before you leave today. Please send any questions or comments to: Email address of author Thank You! THANK YOU! 26