transitioning from unintelligible to intelligent documentation...intelligence predictive modeling...

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1 Transitioning from Unintelligible to Intelligent Documentation Session ID# PE5, February 11, 2019 Peter Basch, MD, MACP; Senior Director, MedStar Health Qammer A. Bokhari, MD, MBA, MHSA, CPHIMS; VP/CMIO, Advent Health

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Page 1: Transitioning from Unintelligible to Intelligent Documentation...Intelligence Predictive Modeling Intelligent Decision Support System (IDSS) Surveillance ... discrete data Involves

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Transitioning from Unintelligible to Intelligent Documentation

Session ID# PE5, February 11, 2019

Peter Basch, MD, MACP; Senior Director, MedStar Health

Qammer A. Bokhari, MD, MBA, MHSA, CPHIMS; VP/CMIO, Advent Health

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Peter Basch, MD, MACP

Has no real or apparent conflicts of interest to report.

Conflict of Interest

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Qammer A. Bokhari MD, MBA, MHSA, CPHIMS

Interest or their Agents (e.g., speakers’ bureau): Personally invested

(evangelist) in simplifying documentation through AI enabled

technology

Ownership Interest (stocks, stock options or other ownership

interest excluding diversified mutual funds): Angel Investor in AI

enabled Speech Recognition Technology

Conflict of Interest

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• EHRs and E&M Documentation Guidelines – A Tragedy in 5

Parts

• Artificial Intelligence, its evolution and potential to simplify

and improve documentation

• Potential to leverage changes to Documentation Guidelines

for 2021 that could improve EHR UI and functionality

• What should the role of the clinician be in documentation

post 2021?

• Questions

Agenda

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• Discuss the impact of the E&M documentation guidelines on medical documentation and EHR functionality

• Compare the newly modified E&M guidelines with the prior guidelines

• Describe evolution of AI in documentation and how it can be used to formulate cogent documentation

• Application of AI-assisted documentation

• Discuss the impact of E&M reform and Artificial Intelligence on EHR usability and usefulness

Learning Objectives

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• Part 1 – Documentation without regulations

• Part 2 – Enter the Documentation Guidelines

• Part 3 – Enter the EHR

• Part 4 – “I spend more time on my EHR than I do with patients”

• Part 5 – Enter CMS and ONC

EHRs and E&M Documentation Guidelines –A Tragedy in 5 Parts

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It (Was) a Wonderful Life

Image in Public Domain – downloaded from

Wikimedia

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It (Was) a Wonderful Life (sometimes)

All images licensed for use in presentation from

Shutterstock.com

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Enter Evaluation and Management Documentation Guidelines

Image created by authors (RB, AS, and PB) for use in article

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• Elegant narrative persisted at its own peril

• The emergence of the hybrid note

Impact of Documentation Guidelines on Paper Records

Image licensed for use in presentation from Shutterstock.com

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Enter the EHR

Image licensed for use in presentation from Shutterstock.com

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Coding Software vs. CDS

Images on the left created by PB, Image on the right licensed for use in presentation from Shutterstock.com

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I Spend More Time on My EHR than I Do on Patient Care

Image licensed for use in presentation from Shutterstock.com

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CMS and ONC are Listening

Images in Public Domain – downloaded from HHS.gov

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CHANGES

• Medical necessity – no longer necessary to document medical necessity for home visits

• Redundant documentation – may choose to ONLY document changes to history and exam, and/or ONLY refer to lists

• Documentation permitted by others (including the patient) – may choose to use staff or patient entered CC and history

• Duplication of documentation by teaching attendings – no longer required

POSSIBLE IMPACT• Small – currently easily satisfied by

templated attestation

• None to Substantial – need clarification from Medicare carriers as to exactly what is permitted. EHRs may not yet support full potential

• None to Moderate – organizational policies and medical professionalism may dictate against using this change

• None to Minimal – need clarification from Medicare carriers as to exactly what is permitted, and if this applies to student documentation, organizational policies and medical professionalism may dictate against using this change

The 2019 Medicare Physician Fee Schedule:Current Changes to Documentation Guidelines

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Options include

• Continuing to document as you are now

• E&M compliance ONLY at level 2

• E&M compliance ONLY for Level 2 MDM

• Time-based documentation

– Medical necessity for visit

– Time spent F2F

– Rest… up to you

Implications for You and Your EHR

• None

• Notes would likely be significantly shorter, more relevant

• Notes would likely be different, and significantly shorter, more relevant

• Notes would likely be different, and significantly shorter, more relevant

– Most interesting potential for how the “house of medicine” could leverage this option

The 2019 Medicare Physician Fee Schedule:Changes to Documentation Guidelines Proposed for 2021 and Beyond (Level 2 – 4 Visits)

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An Integrated Intelligent Decision Support System (IIDSS) with

Real Time Clinical and Financial Surveillance

The Vision

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Respects Physician Practice Autonomy Exception:

• Deviation from Care Pathways!

– Evidence based practice (proven methodology)

– Practice based evidence (real world experiences)

• About to Commit

– An error of Omission

– An error of Co-mission

• New Developments

– Regulatory / Mandates

– New Guidelines, advisories or recommendations

Point of Care Advanced/Intelligent Decision Support

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Clinical Rules & Algorithms (CDSS)

Artificial Intelligence Predictive Modeling

Intelligent Decision Support System

(IDSS)

Surveillance Engine(IDSS)

Dictated Physician Encounter Note

DATE: 12/29/2010 13:45

REASON FOR CONSULTATION: Acute myocardial infarction.

HISTORY OF PRESENT ILLNESS: The patient is a 51-year-old without significant past medical history on no medication. He is a heavy smoker who comes to the Emergency Room with 2 days of chest pain. The patient started to have pain sometime on Saturday during the day. It was in her chest radiating up to her neck as it also hurt to breathe. This persisted for the next 2 days. She called her friend Monday morning, brought her to the Emergency Room. She is complaining of ongoing chest pain which she feels is similar to her presenting pain; however, it hurts to move or to take deep breaths as it goes up to her neck and jaw. It is a little better sitting forward. She has not had any of this discomfort prior to the onset on Saturday.

Her risk factors are she smokes at least 1 pack a day. She was young and question whether she has hypertension, but she is not treated. She has no diabetes from looking in her record on SRS. She did have an elevated LDL of 150 back in 2007 and is not on treatment and drinks at least moderate alcohol.

Her son and friend were with her when I examined the patient. She was clearly in somedistress and complaining of his discomfort. Difficult to get a good complete history sincethe patient is in distress.

Her CK-MB and troponin I were 3173, 98.8 and 58.7, respectively,BUN 23, creatinine 1.3, AST 607, ALT 53, alkaline phosphatase 130. Her white count 18.5, hemoglobin 15.4, hematocrit 45.9. Her MCV 108.6, increased absolute neutrophil count of 16%, normal INR and electrocardiogram showed inferior myocardial infarction with ST depression of up to 2 mm, particularly in V3, 4 and 5. Chest x-ray showed what appeared to be cardiomegaly without congestive heart failure.

On exam, her blood pressure was in 180/70, her pulse 104. Skin was warm and dry. She appeared in some distress. Neck was supple. Carotid: No bruits. No jugular venous distention. Lungs were clear. She had normal heart sounds with what appeared to be a gallop rhythm and a 2/6 systolic murmur at the apex. Point of maximal impulse was somewhat displaced laterally. Abdomen was soft. Extremities, she had good peripheral pulses, no cyanosis, clubbing, or edema.

A stat echocardiogram done showed a very extensive inferior, posterior and lateral areas of akinesis; her anterior wall contracting normally. She had moderate mitral regurgitation, mild-to-moderate tricuspid regurgitation with an elevated pulmonary artery pressure estimate probably around 50 and there was no significant pericardial effusion.

ASSESSMENT AND PLAN: This is a 51-year-old who has had an extensive inferior posteriorlateral myocardial infarction and moderate mitral regurgitation as a consequence. She is not in heart failure and apparently her myocardial infarction began on Saturday and is ongoing. Whether her pain is now all infarct pericardotomy syndrome or ongoing ischemia is unclear. She says pain is the same although there is a pleuritic component. She does have ongoing ischemic ST depression of up to 2 mm, which could represent posterior infarct. At this point, I would proceed to cardiac catheterization and recommendations will be pending the results.

Discharge Plan:1) beta blocker c lopressor 50mg PO BID2) Start Cardiac diet3) Follow up 3 months4) Lipid profile

Dictated by: Dr Cardiology, MD

Recommendation: Consider changing diagnosis to “Healthcare Associated Pneumonia (HAI)”

Reasoning: Previous history of hospitalization in the past 3 weeks

Source: HIE Accept CancelRemind Later

Image downloaded from Public Domain

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Legacy Decision Support

Smart Decision Support

Advance / Intelligent Decision Support

Artificial Intelligence

Neural Networks(Network of AI’s)

Evolution of AI in Decision Support

Advisors presents recommendations to aid decision making

Primarily relies on discrete data

Involves multiple algorithms

Learning & reasoning

Presents precise decision and reasoning for an action

Real-time surveillance of discrete & non-discrete data

Involves complex algorithms

Learning, reasoning, forecasting & answer “what ifs” (runs simulations)

AI & NN implements decision automatically

Works independently and at times requires no action from the Decision Maker (Autonomous)

Highly complex and intercommunicating algorithms (AI & NN)

Relies on discrete data

Historical Evidence Based

Simpler rules & alerts

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Legacy Decision Support

Smart Decision Support

Advance / Intelligent Decision Support

Artificial Intelligence

Neural Networks

Intelligent Voice RecognitionComputer Assisted Physician Documentation (CAPD)Sepsis Advisors …

Evolution of AI in Decision Support

Confidential & Proprietary

VTE ProphylaxisRadiology AdvisorsSepsis Alert …

Drug InteractionsDose RangeAllergy Alerts …

… Oncology … Radiology… Pathology

Virtual Digital Assistants Interactive Voice RecognitionDr. Watson…

LDS

SDS

IDS

NN

AI

Images downloaded from Public Domain Traditional Cruise Control

Adaptive Cruise Control

Lane Departure & Blind Spot Warnings & Assist

Semi Autonomous Driving

Autonomous Driving

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Legacy Decision Support

Smart Decision Support

Advance / Intelligent Decision Support

Artificial Intelligence

Neural Networks

Evolution of Documentation

Traditional TranscriptionHand written Notes

Confidential & Proprietary

LDS

SDS

IDS

NN

AI

Transcription with Interactive Prompts

Ambient IntelligenceDocumentation by Exception i.e. Intelligent note generation by combining Physician documented exceptions with past notes patterns

Ambient IntelligenceDocumentation as a by Product of Patient / Doctor conversation

Images downloaded from Public Domain

Realtime Documentation Using Front-end Voice Recognition Tools or Virtual Scribes

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Away from Computer Care to Patient Care

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Ambient Intelligence

Augmented Intelligence

Images downloaded from Public Domain

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Application of NLP/NLU/Machine Learning in Clinical Documentation

Note: NLP - Natural Language Parsing & NLU - Natural Language Understanding

Chart Abstraction

Quality Measure

Clinical Documentation

Improvement / Integrity

Case Management /

Working DRG

Determination

Speech Recognition

(Front-end Voice Recognition)

Image Recognition

(Diagnostics: Radiology / Pathology)

Image to Text – Clinical Reports

(Recognition & Extraction of

Clinical Concepts)

Medical Transcription

Virtual Scribes

Real-time Clinical

Documentation Advisors

Point of Care / Front-end Back Office / Back-end

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Speech Recognition - Rapid AdoptionFrontend Voice Recognition (FEVR)

0

500

1000

1500

2000

2500

3000

3500

2017-04 2017-05 2017-06 2017-07 2017-08 2017-09 2017-10 2017-11 2017-12 2018-01 2018-02 2018-03

Use

r C

ou

nts

Active Users vs. Enabled Users

Active Users Enabled Users

AdventHealthAdoption – 72% of enabled users

Wins5 year goal of 4500 users, reached in 14 months

Avgerage Time Saved: 82 mins

Range: 40 mins-220 mins

Improved documentation quality - bring back “Narrative” & Patient Story

Enable opportunities for real-time intelligent decision support

CDI Achievements

36-69% increase in number of

charts reviewed with no staffing

increase

27% increase in number of

clarifications sent with no

staffing increase

36% increase in the clarification

rate

AI reduced waste by

highlighting the charts that had

opportunity for improved

accuracy and moved charts with

less opportunity to the bottom of

the list

AI Enabled CDI Workflow

AI Achievements

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Emergence of Clinical Documentation Advisors - Transition to Realtime Nudges

Realtime Clinical Documentation Improvement (CDI), Computer Assisted

Physician Documentation (CAPD), Hierarchal Condition Category (HCC)

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From Alerting … to Nudging … to Best Practices

Advice

OnlyAdvice

+

Actionable

Decision

Advice

+

Actionable

Decision

+

Reference

to

Best

Practice

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• Enables MU, decision support and direct billing

• But can result in lower documentation quality

(overly structured templates, cut & paste,… )

• May negatively affect physician productivity,

patient detail and overall care

EMR Direct Data EntryStructured and encoded information

Handwritten DocumentationUnstructured notes

• Short to the point

• Told the patient “story”

• Illegibility – huge issue

• Cannot be reused

The Documentation JourneyNarrative Documentation

Unstructured notes, AI Templates / Macros

• Very expressive – tells the patient “story”

• More meaningful & useful to clinicians

• Incorporates AI powered templates & macros

• Simple. efficient & effective

.

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AdventHealth 3 Year Strategy – iConnect Hospitals

Digital Assistant Enabled EMR

Focus on Patient Care, Not Computer Care

RealtimeIntelligent Decision Support

Documentation created as aBy Product of Doctor Patient interaction

> 2020

Real-timeIntelligent Decision Support

Documentation by Exception

Eliminate Transcription (Where Can)

Enable Voice Ordering

2019 - 20

Real-time / Near-timeDocumentation

Reduce Transcription(Where Can)

Reduce Copy/Paste

Move to Narrative Documentation

Transition PowerNotes Providers to DYN DOC(Where Can)

2018 -19

Transcription standardization to single vendor(Outsourced & Inhouse)

DeployedFront-end Documentation Tools

2016 - 17

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• A dramatic reduction in copy-paste

• EHR presentation could evolve from

click-boxes to informational displays

– Longitudinal / time-line views

– Screen stare could change from

headache inducing distraction to

useful, educational, engaging

• Distinction between visit or “progress

note” and “all the news that’s fit to print”

• Enable simple, efficient and effective

documentation

• Assist in reducing burden of documentation

– Documentation by exception

– Documentation as a by product

• Enable real-time or near-time documentation

– Reduce / elimination after hours

documentation / chart completion

– Enabling real-time Intelligent clinical or

operational alerting / nudging

– Transition of back office support functions to

Point of care transactions; medical

transcription, chart abstraction, clinical

documentation improvement, computer

assisted coding …

Potential Impact to EHR from Leveraging E&M Reform and AI

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• When there are no prescriptive regulatory requirements

concerning documentation and there is an ability to auto-generate

a visit “transcript” - is there a role for the clinician in crafting

documentation?

What Should Ideal Documentation Look Like?

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[email protected]

[email protected]

• Please complete online session evaluation

Questions