status of the ccr: continuity of care record claudia tessier, cae, rhia co-chair, astm e31 workgroup...

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Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February 20, 2004

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Page 1: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

Status of the CCR: Continuity of Care Record

Claudia Tessier, CAE, RHIACo-Chair, ASTM E31 Workgroup on CCR

Executive Director, MoHCA

Health Tech NetFebruary 20, 2004

Page 2: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

What Is the CCR?

Core data set of the most relevant and timely facts about a patient’s healthcare.

Organized and transportable. Prepared by a practitioner at the conclusion

of a healthcare encounter. To enable the next practitioner to readily

access such information. May be prepared, displayed, and transmitted

on paper or electronically.

Page 3: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

Development of the CCR

Unique standards development effort Consortium of sponsoring organizations

ASTM International Massachusetts Medical Society HIMSS AAFP AAP Additional sponsoring organizations pending

Page 4: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

CCR Will Benefit Healthcare Process

Foster and improve continuity of care Enhance patient safety Reduce medical errors Reduce costs Enhance efficiency of health information

exchange Assure at least a minimum standard of health

information transportability when patient is referred to, transferred to, or otherwise seen by another provider

Page 5: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

Why Is the CCR Needed?

CCR addresses the lack of appropriate, succinct, and up-to-date patient health information for practitioners at a new point of care.

CCR data is essential to good patient care and serves as a necessary bridge to a different environment, often with new practitioners who know little about the patient.

Page 6: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

How Does the CCR Help Practitioners?

With the CCR the next healthcare practitioner can Be informed about a patient’s allergies, medications,

current and recent past diagnoses, most recent healthcare assessments and services, advance directives, and the recommendations of practitioners who last treated the patient.

More quickly and easily verify patient demographics and insurance status.

Minimize the effort to update patient’s most essential and relevant information in an EHR.

Reduce costs associated with the patient’s care.

Page 7: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

What’s in the CCR?

CCR identifying information Patient identifying information Patient insurance/financial information Advance directives Patient’s health status Care documentation Care plan recommendation Practitioners

Page 8: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

CCR Standard Specification

CCR scope Referenced documents Terminology (definitions) Significance and Use Specifications

Conceptual Model Sections of CCR

Annex A: Spreadsheet of core elements Annex B: XML schema Annex C: Example report

Page 9: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

Conceptual Model

Page 10: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

Annex A of Standard Specification

Detailed list of the CCR data groups. Fields Associated definitions, comments, examples Specification of whether field is required or optional Required XML when preparing CCR in a structured

electronic format Notes

Date groups can be repeated as necessary Wherever a code is used (e.g., Diagnosis: 461.9), the

type and version of the system (e.g., ICD-9-CM) used to assign the code must be included.

Links where appropriate to Conditions/Diagnoses/Problems and Care Recommendations.

Page 11: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

A Sample Data Element

Social History and Health Risk Factors Definition: This Data Group provides

information on social and personal factors that may impact the patient's health.

Comments/Examples: Smoking/Tobacco Use, Diet, Exercise, ETOH Use, Living Situation, Travel History, and Environmental or Occupational Exposures.

Required or Optional: Optional XML: <RISK.FACTOR><ATTRIBUTE>

Page 12: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

When Is the CCR Used?

Referral or transfer: Referring practitioner transmits the CCR to receiving practitioner and new care setting where patient is being sent so that it arrives before or with patient.

Discharge without a referral or transfer: CCR is provided to patient for future use, including visits to urgent care or emergency department, and to whomever patient designates as primary care practitioner responsible for followup care, if needed.

Personal health record: Patient keeps copies of his/her CCRs and supplements them, e.g., with alternative medicine information and other PHI.

Other: Also useful to researchers and others not directly involved in patient’s treatment.

Page 13: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

For Maximum Utility: XML

XML structured electronic format makes CCR Interchangeable Allows flexibility to prepare, transmit, and view

CCR in multiple ways In a browser HL7 CDA-compliant document Secure email Within any XML-enabled word processing

document Allows display of fields in multiple formats Allows interchange of CCR between otherwise

incompatible EHR systems

Page 14: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

The EHR and the CCR

Using the XML specified in this standard, EHR systems will be able to import and export all CCR data to enable automated healthcare information

transmission with minimal workflow disruption for practitioners.

The CCR will provide additional content and support for the EHR through extensions.

Page 15: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

Extensions for Additional Content

Enterprise and institution-specific Acute care, long-term care, home care, etc.

Clinical specialty-specific Pediatrics, Nursing, etc.

Disease management Disease-specific information, performance measures,

guidelines, etc. May be used by health plans, pharmas, patient advocacy

groups, others promoting best practices Payers

Additional financial information and care documentation Patient-entered Personal Health Record

Complimentary and alternative medicine Private or sensitive health information Expanded family history

Page 16: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

Other CCR-related Activities

HIMSS/HL7 demonstration at HIMSS Connectathon CCR representatives assisting HL7 with

preparation TEPR CCR demonstration

USB drive with CCR loaded on it Will require secure access Vendors will demonstrate ability to upload,

read, and transmit CCR

Page 17: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

Other CCR-related Activities

Potential for demonstration and implementation projects Possible funding through private and public

organizations, e.g., AHRQ grants Demonstration of utilization of CCR in movement

of patients between practitioners and care-settings Long-term care to/from acute care settings Primary care to/from specialist Acute care to/from home care

Several similar efforts internationally, e.g., Finland, Denmark, England, The Netherlands, Germany, Spain

Page 18: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

Development of CCR and Extensions

Meetings of stakeholders Circulation and website postings of evolving

standard Balloting

Requires ASTM membership Nonmember database also developed for

updates, meeting notices, opportunities for input

Page 19: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

CCR Timeline for 2004-2005

CCR balloting in February, results in March April meeting agenda

Resolve negatives, if any Expand awareness of CCR Develop implementation guide Develop extensions Do demonstration projects

Ballot standards addressing extensions and implementation guide

Maintain/update standards

Page 20: Status of the CCR: Continuity of Care Record Claudia Tessier, CAE, RHIA Co-Chair, ASTM E31 Workgroup on CCR Executive Director, MoHCA Health Tech Net February

Thank you!

For more information on the CCR Claudia Tessier, RHIA

202-659-2699

[email protected]