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CLICK TO EDIT MASTER CLICK TO EDIT MASTER TITLE STYLE TITLE STYLE Business Intelligence and Reporting at SETMA: Improving Quality, Outcomes and Clinical Practices Dr. James L. Holly, MD CEO, Southeast Texas Medical Associates, LLP April 29, 2011

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Page 1: CLICK TO EDIT MASTER TITLE STYLE Business Intelligence and Reporting at SETMA: Improving Quality, Outcomes and Clinical Practices Dr. James L. Holly, MD

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Business Intelligence and Reporting at SETMA:

Improving Quality, Outcomes and Clinical Practices

Dr. James L. Holly, MDCEO, Southeast Texas Medical Associates, LLPApril 29, 2011

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Conflict of Interest Conflict of Interest DisclosureDisclosureJames L. Holly, MDJames L. Holly, MD

Has no real or apparent Has no real or apparent conflicts of interest to report.conflicts of interest to report.

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Conflict of Interest Conflict of Interest DisclosureDisclosureJames L. Holly, MDJames L. Holly, MD

• Salary: NoSalary: No• Royalty: NoRoyalty: No• Receipt of Intellectual Property Rights/Patent Holder: NoReceipt of Intellectual Property Rights/Patent Holder: No• Consulting Fees (e.g., advisory boards): NoConsulting Fees (e.g., advisory boards): No• Fees for Non-CME Services Received Directly from a Fees for Non-CME Services Received Directly from a

Commercial Interest or their Agents (e.g., speakers’ Commercial Interest or their Agents (e.g., speakers’ bureau): Nobureau): No

• Contracted Research: NoContracted Research: No• Ownership Interest (stocks, stock options or other Ownership Interest (stocks, stock options or other

ownership interest excluding diversified mutual funds): ownership interest excluding diversified mutual funds): NoNo

• Other: NoneOther: None

Page 4: CLICK TO EDIT MASTER TITLE STYLE Business Intelligence and Reporting at SETMA: Improving Quality, Outcomes and Clinical Practices Dr. James L. Holly, MD

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Page 5: CLICK TO EDIT MASTER TITLE STYLE Business Intelligence and Reporting at SETMA: Improving Quality, Outcomes and Clinical Practices Dr. James L. Holly, MD

CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLEABOUT SETMAABOUT SETMA

Southeast Texas Medical Associates, LLP (SETMA) Southeast Texas Medical Associates, LLP (SETMA) waswas

founded August 1, 1995.founded August 1, 1995.

SETMA currently has 29 healthcare providers in the SETMA currently has 29 healthcare providers in the following specialties:following specialties:

Internal MedicineInternal Medicine Family PracticeFamily Practice PediatricsPediatrics Nurse PractitionersNurse Practitioners CardiologyCardiology NeurologyNeurology Infectious DiseaseInfectious Disease OphthalmologyOphthalmology

Page 6: CLICK TO EDIT MASTER TITLE STYLE Business Intelligence and Reporting at SETMA: Improving Quality, Outcomes and Clinical Practices Dr. James L. Holly, MD

CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLESETMA’S LANDMARKSSETMA’S LANDMARKS

• March 1998 – Acquired Electronic Health Records (EHR)March 1998 – Acquired Electronic Health Records (EHR)

• January 1999 – All patients seen using EMRJanuary 1999 – All patients seen using EMR

• May 1999 – Began thinking in terms of “May 1999 – Began thinking in terms of “Electronic Patient Electronic Patient

ManagementManagement” (EPM), rather than EHR” (EPM), rather than EHR

• October 2009 – Began “COGNOS Project”October 2009 – Began “COGNOS Project”

• June 2010 – NCQA Tier 3 Patient-Centered Medical Home June 2010 – NCQA Tier 3 Patient-Centered Medical Home

(PCMH)(PCMH)

• August 2010 – Affiliate of Joslin Diabetes Center, an Affiliate of August 2010 – Affiliate of Joslin Diabetes Center, an Affiliate of

Harvard Medical SchoolHarvard Medical School

• August 2010 – NCQA Diabetes RecognitionAugust 2010 – NCQA Diabetes Recognition

Page 7: CLICK TO EDIT MASTER TITLE STYLE Business Intelligence and Reporting at SETMA: Improving Quality, Outcomes and Clinical Practices Dr. James L. Holly, MD

CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLESETMA’S LANDMARKSSETMA’S LANDMARKS

• August 2010 - Accreditation Association Ambulatory August 2010 - Accreditation Association Ambulatory Healthcare (AAAHC) Accredited Ambulatory CareHealthcare (AAAHC) Accredited Ambulatory Care

• August 2010 – AAAHC Accredited Medical HomeAugust 2010 – AAAHC Accredited Medical Home

• January 2011 - All SETMA Primary Providers Certified as January 2011 - All SETMA Primary Providers Certified as Joslin Certified Primary Care ProvidersJoslin Certified Primary Care Providers

• February 2011 - Named one of 30 Exemplary Practices February 2011 - Named one of 30 Exemplary Practices by Office of National Coordinator, Health Information by Office of National Coordinator, Health Information Technology, Health & Human ServicesTechnology, Health & Human Services

Page 8: CLICK TO EDIT MASTER TITLE STYLE Business Intelligence and Reporting at SETMA: Improving Quality, Outcomes and Clinical Practices Dr. James L. Holly, MD

CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLESETMA’S LANDMARKSSETMA’S LANDMARKS

• February 2011 - Innovator Award, February 2011 - Innovator Award, Healthcare Informatics Healthcare Informatics

• March 2011 - Patient Centered Primary Care Consortium, March 2011 - Patient Centered Primary Care Consortium, Practices in the Spotlight: The Medical Home and Diabetes Practices in the Spotlight: The Medical Home and Diabetes CareCare

• March 2011 - Dr. And Mrs. James L. Holly Distinguished March 2011 - Dr. And Mrs. James L. Holly Distinguished Professorship, Patient-Centered Medical Home, University Professorship, Patient-Centered Medical Home, University of Texas Health Science Center San Antonio, Texasof Texas Health Science Center San Antonio, Texas

• May 2011 – Semi-Finalist, Gartner AwardMay 2011 – Semi-Finalist, Gartner Award

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SYSTEMS THINKING AND SYSTEMS THINKING AND HEALTHHEALTH

“Systems-thinking” (Senge, The Fifth Discipline) and the data display designed on those principles allow the provider to “see” the patient as a whole: as a “granular portrait”, rather than as a faceless “silhouette.”

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CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLEDATA DISPLAYDATA DISPLAY

Data display can obscure effective management, if it simply presents more detail while ignoring or obscuring the dynamic interaction of one part of a biological system with another.

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SEEING CIRCLES OF SEEING CIRCLES OF CAUSALITYCAUSALITY

“Reality is made up of circles, but we see straight lines…Western languages…are biased toward a linear view. If we want to see system-wide interrelationships…we need a language of interrelationships, a language of circles.”

(The Fifth Disciple, Dr. Peter Senge)

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CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLELINEAR THINKINGLINEAR THINKING

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CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLECIRCULAR CAUSALITYCIRCULAR CAUSALITY

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SETMA’S DIABETES SETMA’S DIABETES MANAGEMENTMANAGEMENT

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CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLESETMA’S MODEL OF CARESETMA’S MODEL OF CARE

1.Performance Tracking – one patient at a time

2.Performance Auditing – by panel or population

3.Analysis of Provider Performance Data

4.Public Reporting by Provider Name

5.Quality Assessment/Performance Improvement

Page 16: CLICK TO EDIT MASTER TITLE STYLE Business Intelligence and Reporting at SETMA: Improving Quality, Outcomes and Clinical Practices Dr. James L. Holly, MD

CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLETRACKING PERFORMANCETRACKING PERFORMANCE

SETMA tracks multiple Physician Consortium for Performance Improvement (PCPI) measurement sets:

•Chronic Stable Angina

•Congestive Heart Failure

•Diabetes

•Hypertension

•Chronic Renal Disease

•Weight Management

•Care Transitions

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SETMA also tracks the following published quality performance measure sets:

•HEDIS

•NQF

•AQA

•PQRI

•BTE

Each is available to the provider, interactively at each patient encounter.

TRACKING PERFORMANCETRACKING PERFORMANCE

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This tool allows the provider to assess comprehensive quality measures for “screening” and “prevention” of each patient.

TRACKING PERFORMANCETRACKING PERFORMANCE

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CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLETRACKING PERFORMANCETRACKING PERFORMANCE

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PQRI

TRACKING PERFORMANCETRACKING PERFORMANCE

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CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLECLUSTERS AND GALAXIESCLUSTERS AND GALAXIES

• A “A “clustercluster” is seven or more quality metrics for a ” is seven or more quality metrics for a single condition, i.e., diabetes, hypertension, etc.single condition, i.e., diabetes, hypertension, etc.

• A “A “galaxygalaxy” is multiple clusters for the same patient, ” is multiple clusters for the same patient, i.e., diabetes, hypertension, lipids, CHF, etc.i.e., diabetes, hypertension, lipids, CHF, etc.

• Fulfilling a single or a few quality metrics does not Fulfilling a single or a few quality metrics does not change outcomes, but fulfilling “clusters” and change outcomes, but fulfilling “clusters” and “galaxies” of metrics at the point-of-care can and “galaxies” of metrics at the point-of-care can and willwill change outcomes.change outcomes.

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CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLEAUDITING PERFORMANCEAUDITING PERFORMANCE

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CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLEAUDITING PERFORMANCEAUDITING PERFORMANCE

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Unlike a single metric, such as “was the blood pressure taken,” which will not improve care, fulfilling and then auditing a “cluster” or a “galaxy of clusters” in the care of a patient will improve treatment outcomes and will result in quality care.

AUDITING PERFORMANCEAUDITING PERFORMANCE

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What is most often missing in quality improvement initiative is real-time, auditing with comparative display of results, and public reporting.

AUDITING PERFORMANCEAUDITING PERFORMANCE

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SETMA employed IBM’s Business Intelligence software, COGNOS to audit provider performance and compliance.

COGNOS allows all providers to:

1. Display their performance for their entire patient base

2. Compare their performance to all practice providers

3. See outcome trends to identify areas for improvement

4. See this at the point-of-care

AUDITING PERFORMANCEAUDITING PERFORMANCE

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• SETMA contracted with LPA Systems (SETMA contracted with LPA Systems (www.lpa.com) to build our auditing tools.) to build our auditing tools.

• LPA designed a data warehouse to minimize LPA designed a data warehouse to minimize the impact on our production servers.the impact on our production servers.

AUDITING PERFORMANCEAUDITING PERFORMANCE

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• LPA used SQL Server Integration Services LPA used SQL Server Integration Services (SSIS) to clean and scrub the hundreds of (SSIS) to clean and scrub the hundreds of data points we needed for our audit rather data points we needed for our audit rather than having to process the millions of data than having to process the millions of data points contained in our EHR.points contained in our EHR.

• SSIS scrubs and preloads our EHR data into SSIS scrubs and preloads our EHR data into the warehouse, which gives us both speed in the warehouse, which gives us both speed in reporting and confidence in the results in reporting and confidence in the results in our COGNOS reports.our COGNOS reports.

AUDITING PERFORMANCEAUDITING PERFORMANCE

Page 29: CLICK TO EDIT MASTER TITLE STYLE Business Intelligence and Reporting at SETMA: Improving Quality, Outcomes and Clinical Practices Dr. James L. Holly, MD

CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLEAUDITING PERFORMANCEAUDITING PERFORMANCE

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Page 32: CLICK TO EDIT MASTER TITLE STYLE Business Intelligence and Reporting at SETMA: Improving Quality, Outcomes and Clinical Practices Dr. James L. Holly, MD

CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLEAUDITING PERFORMANCEAUDITING PERFORMANCE

Beyond how one provider performs (tracking and auditing), SETMA looks at data as a whole (analyzing) from which to develop new strategies for improving patient care.

We analyze patterns which may explain why one population is not to goal while another is. Some of the parameters, we analyze are:

•Frequency of visits

•Frequency of key testing

•Number of medications prescribed

•Were changes in treatments made, if patient not to goal

•Referrals to educational programs

•Etc.

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ANALYZING PROVIDER ANALYZING PROVIDER PERFORMANCEPERFORMANCE

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ANALYZING PROVIDER ANALYZING PROVIDER PERFORMANCEPERFORMANCE

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ANALYZING PROVIDER ANALYZING PROVIDER PERFORMANCEPERFORMANCE

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Raw data can be misleading. For example, with Raw data can be misleading. For example, with diabetes care, a provider may have many patients diabetes care, a provider may have many patients with very high HgbA1cs and the same number with with very high HgbA1cs and the same number with equally low HgbA1cs which would produce a equally low HgbA1cs which would produce a misleadingly good average. As a result, SETMA also misleadingly good average. As a result, SETMA also measures the:measures the:

• MeanMean• MedianMedian• ModeMode• Standard DeviationStandard Deviation

ANALYZING PROVIDER ANALYZING PROVIDER PERFORMANCEPERFORMANCE

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SETMA’s average HgbA1c as been steadily improving for SETMA’s average HgbA1c as been steadily improving for the last 10 years. Yet, our standard deviation the last 10 years. Yet, our standard deviation calculations revealed that a subset of our patients were calculations revealed that a subset of our patients were not being treated successfully and were being left not being treated successfully and were being left behind. behind.

By analyzing the standard deviation of our HgbA1c we By analyzing the standard deviation of our HgbA1c we have have

been able to address the patients whose values fall far been able to address the patients whose values fall far from the from the

average of the rest of the clinic.average of the rest of the clinic.

ANALYZING PROVIDER ANALYZING PROVIDER PERFORMANCEPERFORMANCE

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PUBLIC REPORTING OF PUBLIC REPORTING OF PERFORMANCEPERFORMANCE

One of the most insidious problems in healthcare delivery is reported in the medical literature as “treatment inertia.” This is caused by the natural inclination of human beings to resist change. As a result, when a patient’s care is not to goal, often no change in treatment is made.

To help overcome this “treatment inertia,” SETMA publishes all of our provider auditing (both the good and the bad) as a means to increase the level of discomfort in the healthcare provider and encourage performance improvement.

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PUBLIC REPORTING OF PUBLIC REPORTING OF PERFORMANCEPERFORMANCE

NQF Diabetes Measures

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PUBLIC REPORTING OF PUBLIC REPORTING OF PERFORMANCEPERFORMANCE

NQF Diabetes Measures

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PUBLIC REPORTING OF PUBLIC REPORTING OF PERFORMANCEPERFORMANCE

NCQA Diabetes Recognition

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QUALITY ASSESSMENT &QUALITY ASSESSMENT &PERFORMANCE IMPROVEMENTPERFORMANCE IMPROVEMENT

Quality Assessment and Performance Improvement (QAPI) is SETMA’s roadmap for the future. With data in hand, we can begin to use the outcomes to design quality initiatives for our future.

We can analyze our data to identify disparities in care between

•Ethnicities

•Socio-Economic Groups

•Age Groups

•Genders

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SETMA’s Model of Care along with the technology of COGNOS -- this pairing of medicine and technology -- can transform the delivery of healthcare and is worthy of being adopted by others.

QUALITY ASSESSMENT &QUALITY ASSESSMENT &PERFORMANCE IMPROVEMENTPERFORMANCE IMPROVEMENT

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By expanding SETMA’s COGNOS Project, we are also designing a quality improvement initiative for the elimination of preventable readmissions to the hospital.

QUALITY ASSESSMENT &QUALITY ASSESSMENT &PERFORMANCE IMPROVEMENTPERFORMANCE IMPROVEMENT

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Please visit us at www.setma.com where you will find all of our public reporting, electronic patient management and medical home materials.

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CLICK TO EDIT MASTER TITLE CLICK TO EDIT MASTER TITLE STYLESTYLETHE FUTURETHE FUTURE

The future of quality metrics and the auditing of provider performance are constantly evolving. SETMA’s COGNOS Project allows us to both participate in the future and to define it; and, ultimately to pay attention to the things that matter and the things that will result in improved health for all of our patients.