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Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody Anthony, M.S. Performance & Reporting Manager Provider Services Director Adolph Maren Jr., M.A. Senior Planning Coordinator

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Page 1: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

OklahomaElectronic Health Record Incentive Program

OklahomaHealth Care Authority

Board RetreatThursday, August 26, 2010

Carol McFarland, CPA, CGFM Melody Anthony, M.S.

Performance & Reporting Manager Provider Services Director

Adolph Maren Jr., M.A.

Senior Planning Coordinator

Page 2: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Oklahoma EHR Incentive Program

Origin: American Recovery &Reinvestment Act of 2009

Health Information Technology provisions of the ARRA

The Health Information Technology for Economic and Clinical Health Act established programs under Medicare and Medicaid to provide incentive payments for the "meaningful use" of certified EHR technology.

"HITECH Act"• Title XIII, Division A, HIT • Title IV of Division B,

Medicare and Medicaid HIT

Page 3: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

HITECH Legislation’s purpose:

To improve outcomes, facilitate access, simplify care, and reduce costs of health care nationwide by providing:

Major financial support to provider and States;

Learning opportunities created and leverages through technical assistance from CMS and others;

Will establish sustainable data-driven infrastructure that will create

a framework for improving healthcare quality and outcomes  

Oklahoma EHR Incentive Program

Page 4: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Federal Partner responsibilities Centers for Medicare & Medicaid Services

incentive program and meaningful use (MU)

Final Rule for EHR Incentives & MU - July 13, 2010 www.cms.gov/EHRIncentivePrograms/

Office of the National Coordinator of Health Information Technology

certification standards program for EHR technology temporary certification program –

final rule published June 18, 2010 effective June 24, 2010

permanent certification program is expected to be published this fall

www.HealthIT.hhs.gov

Oklahoma EHR Incentive Program

Page 5: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Incentive to . . . Adopt (acquire and install)

Implement (commenced utilization, train staff, deploy tools, exchange data)

Upgrade (expand functionality or interoperability)

Or…

Meaningfully Use (meet specified criteria)

. . . a certified EHR System

Oklahoma’s Program begins January 2011

Oklahoma EHR Incentive Program

Page 6: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Oklahoma EHR Incentive Program

Provider Eligibility, Registration and Attestation

Page 7: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

EHR Incentive Eligibility:Qualifying Eligible Professionals (EP)1 Current SoonerCare Provider Contract

2 Hospital-based EPs are NOT eligible

90% or more of services are performed in a hospital inpatient or emergency room setting.

3 Provider Type Physicians (MD,DO)

Pediatricians

Dentists

Certified Nurse Midwifes

Nurse Practitioners

Physician Assistants (PA) practicing at a FQHC/RHC so led by a PA

4 Patient Volume over a 90 day period

30% SoonerCare

20-29% SoonerCare - Pediatricians = 2/3 of incentive payment

30% Needy Individuals* Medical EPs practicing predominantly in FQHC or RHC

*Needy individuals = SoonerCare members, patients receiving uncompensated care and patients receiving services at reduced or no cost based upon ability to pay

Oklahoma EHR Incentive Program

Page 8: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

EHR Incentive Eligibility:Qualifying Eligible Hospitals (EH)1 Current SoonerCare Provider Contract

2 Hospital Types Acute Care Hospital (includes CAHs & cancer hospitals)

Avg. length of stay < 25 days

CCN* last 4 of

0001 – 0879; 1300 – 1399

Children’s Hospital CCN* last 4 of 3300 – 3399

Not applicable to children’s wings of larger hospitals

3 Patient Volume over a 90 day period

Acute Care Hospital 10% SoonerCare

Children’s Hospitals No Requirement

* CCN - CMS Certification Number

Oklahoma EHR Incentive Program

Page 9: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Patient Volume Calculation

Based upon CMS final rule

A Patient Volume Documentation worksheet will be provided as part of attestation process

Provider defined 90 day period in the calendar year

Number of SoonerCare* member encounters Number of total patient encounters

Oklahoma EHR Incentive Program

* or Needy Patient encounters for EPs providing services at a FQHC/RHC

Page 10: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Registration

EPs and EHs are required to register with the Medicare and Medicaid registration and attestation system Name, NPI, business address, phone Tax payer ID Number (TIN) Hospitals must provide the CCN

EPs must select Medicare or Medicaid May switch once between programs before 2015

If Medicaid, must select one state May switch states annually

Oklahoma EHR Incentive Program

Page 11: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

OHCA will:

Connect to federal repository to facilitate provider attestation

Continue verification of eligibility Disburse payment after cross-checking for potential

duplicative, inappropriate payments and verification of supporting documentation

Disburse payment to one eligible TIN Notify the national repository upon payment

Registration

Oklahoma EHR Incentive Program

Page 12: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Oklahoma EHR Incentive Program

Electronic Attestation Process

*Office of the National Coordinator for Health Information Technology – Authorized Testing and Certificaiton Body

Provider registers with CMS CMS directs providers to the OHCA website for

enrollment in the Oklahoma EHR incentive program

Providers fill out attestation Identify your ONC-ATCB* certified EHR system Complete patient volume worksheet Electronically sign contract ammendment and fax

requested documention to OHCA

Page 13: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Provider is not a hospital based professional

Provider must provide services in Oklahoma

Provider is not receiving an incentive payment from another state for that calendar year

Provider has adopted, implemented or upgraded a certified EHR

Provider inputs the certification number for the ONC-ATCB certified EHR system

Provider list number of FTE jobs created by implementing a certified product

Provider reports cash payments made for the certified EHR

Provider confirms assignment of payment to a qualified TIN

Providers percentage of SoonerCare patient volume is equal to or greater than the allowed

Provider has specified the patient volume date range of 90 days during the calendar year

Oklahoma EHR Incentive ProgramEP Electronic Attestation

Page 14: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Hospital is not currently receiving an incentive payment from another state for that federal fiscal year

Hospital must be located in Oklahoma

Hospitals (Medicaid only) have adopted, implemented or upgraded a certified EHR, or meaningfully used a certified EHR

ONC-ATCB EHR Certification number is included

Hospital list number of FTE jobs created by implementing a certified product

Hospital (acute care) percentage of SoonerCare discharges is at least 10%; Children's hospitals have no discharge percentage

Oklahoma EHR Incentive ProgramEH Electronic Attestation

Page 15: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Adopt / Implement / Upgrade

Oklahoma EHR Incentive Program

Adopted – Acquired and Installed

Implemented – Commenced Utilization

Upgraded – Expanded Upgraded to certified EHR technology or added new functionality to meet the definition of certified EHR technology

Must be certified EHR technology capable of meeting meaningful use

No EHR reporting period Only for first participation year

Page 16: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Oklahoma EHR Incentive Program

Meaningful Use (MU) of EHR

The Recovery Act specifies the following 3 components of Meaningful Use:

Use of certified EHR in a meaningful manner Use of certified EHR technology for electronic exchange of

health information to improve quality of health care Use of certified EHR technology to submit clinical quality

measures(CQM) and other such measures selected by the Secretary

Page 17: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Meaningful Use of EHR –

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

Oklahoma EHR Incentive Program

Page 18: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Meaningful Use of EHR 3 Stages currently proposed

Stage 1 EP: 20 of 25 Objectives / Measures EH: 19 of 24 Objectives / Measures To meet certain objectives/measures, 80% of patients must

have records in the certified EHR technology Reporting Period –90 days for first year; one year

subsequently Oklahoma will adopt MU measures as published.

CMS intends to propose 2 additional stages through future rulemaking.

At this time, CMS plans on transitioning the Stage 12 menu set into the Stage 2 core set.

Oklahoma EHR Incentive Program

Page 19: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Oklahoma EHR Incentive Program

Eligible Professionals –15 Core Objectives1. Computerized Physician Order Entry (CPOE)

2. E-Prescribing (eRx)

3. Report ambulatory clinical quality measures to CMS/States

4. Implement one clinical decision support rule

5. Provide patients with an electronic copy of their health information, upon request

6. Provide clinical summaries for patients for each office visit

7. Drug-drug and drug-allergy interaction checks

8. Record demographics

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

10. Maintain active medication list

11. Maintain active medication allergy list

12. Record and chart changes in vital signs

13. Record smoking status for patients 13 years or older

14. Capability to exchange key clinical information among providers of care and patient-authorized entities electronically

15. Protect electronic health information

Page 20: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Oklahoma EHR Incentive Program

Eligible Hospitals –14 Core Objectives

1. CPOE

2. Drug-drug and drug-allergy interaction checks

3. Record demographics

4. Implement one clinical decision support rule

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

6. Maintain active medication list

7. Maintain active medication allergy list

8. Record and chart changes in vital signs

9. Record smoking status for patients 13 years or older

10. Report hospital clinical quality measures to CMS or States

11. Provide patients with an electronic copy of their health information, upon request

12. Provide patients with an electronic copy of their discharge instructions at time of discharge, upon request

13. Capability to exchange key clinical information among providers of care and patient-authorized entities electronically

14. Protect electronic health information

Page 21: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Oklahoma EHR Incentive Program

Eligible Professionals –10 Menu Set Objectives1. Drug-formulary checks

2. Incorporate clinical lab test results as structured data

3. Generate lists of patients by specific conditions

4. Send reminders to patients per patient preference for preventive/follow up care

5. Provide patients with timely electronic access to their health information

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

7. Medication reconciliation

8. Summary of care record for each transition of care/referrals

9. *Capability to submit electronic data to immunization registries/systems

10. *Capability to provide electronic syndromic surveillance data to public health agencies

*At least 1 public health objective must be selected

Page 22: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Oklahoma EHR Incentive Program

Eligible Hospitals –10 Menu Set Objectives1. Drug-formulary checks

2. Record advanced directives for patients 65 years or older

3. Incorporate clinical lab test results as structured data

4. Generate lists of patients by specific conditions

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

6. Medication reconciliation

7. Summary of care record for each transition of care/referrals

8. *Capability to submit electronic data to immunization registries/systems

9. *Capability to provide electronic submission of reportable lab results to public health agencies

10. *Capability to provide electronic syndromic surveillance data to public health agencies

*At least 1 public health objective must be selected

Page 23: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Incentive

Payments

Oklahoma EHR Incentive Program

Page 24: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Eligible Professional Payments

Paid in alignment with the Calendar year

First year amount consistent regardless of stage (AIU or MU) Maximum incentives are $63,750 over 6 years Incentives are same regardless of start year The first year maximum payment is $21,250 Must begin by 2016 to receive incentive payments No requirement for “consecutive years” participation Incentives available through 2021 Only 1 incentive payment per year

Oklahoma EHR Incentive Program

Page 25: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Eligible Hospital Payments

Paid in alignment with the Federal Fiscal year (FFY) First year amount consistent regardless of stage (AIU or MU) $2M base + per discharge amount (based on Medicare/

Medicaid share) Medicare Meaningful Use requirements may be deemed

eligible for Medicaid payments Payment is calculated, then disbursed over 3-6 years; we

have proposed 3 year disbursement No annual payment may exceed 50% of the total calculation;

no 2-year payment may exceed 90%; we have proposed 50% / 40% / 10%

Hospitals cannot initiate payments after 2016 and payment years must be consecutive after 2016

States must use auditable data sources in calculating the hospital incentive (e.g., cost report)

Payments through 2021

Oklahoma EHR Incentive Program

Page 26: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Eligible Hospitals

Calculate total incentive in base year

Calculated on a 4 year payment basis

Payment over 3 years Year 1: 50% Year 2: 40% Year 3: 10%

Oklahoma EHR Incentive Program

Page 27: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Eligible Hospitals

(Overall EHR Amount) * (Medicaid Share)

Defined as

{Sum over 4 year of [(Base Amount)+ Discharge Related Amount Applicable for Each Year) * Transition Factor Applicable for Each Year]}

. . . multiplied by . . .

[Medicaid inpatient-bed-days / {(Total inpatient-bed-days) * (estimated total charges – charity care

charges) / (estimated total charges)}]

Oklahoma EHR Incentive Program

Page 28: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Monitoring,

Oversight

&

Audit

Oklahoma EHR Incentive Program

Page 29: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

Monitoring / Oversight / AuditMonitoring / Oversight / Audit

Attest to specific requirements

Provide required documentation

Keep supporting documentation on file

Random sample and targeted sample reviews will be conducted

Oklahoma EHR Incentive Program

Page 30: Oklahoma Electronic Health Record Incentive Program Oklahoma Health Care Authority Board Retreat Thursday, August 26, 2010 Carol McFarland, CPA, CGFM Melody

[email protected] [email protected] [email protected]

www.okhca.org/EHR-incentive

Oklahoma EHR Incentive Program

Thank You!