data sets for transitions and longitudinal coordination of care
DESCRIPTION
Data Sets for Transitions and Longitudinal Coordination of Care. HL7’s 27 th Annual Plenary Meeting September 23 rd , 2013 Terrence A. O’Malley, MD Medical Director Non-Acute Care Services Partners HealthCare System, Inc. 2. ToC and LCC Data Sets. Part 1. 3. Part 1. Sites of Care. - PowerPoint PPT PresentationTRANSCRIPT
![Page 1: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/1.jpg)
Data Sets for Transitions and Longitudinal
Coordination of CareHL7’s 27th Annual Plenary Meeting
September 23rd, 2013Terrence A. O’Malley, MD
Medical Director Non-Acute Care ServicesPartners HealthCare System, Inc
![Page 2: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/2.jpg)
2
![Page 3: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/3.jpg)
3
Part 1
ToC and LCC Data Sets
![Page 4: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/4.jpg)
Sites of Care
Prioritized Transitions
Types of Transitions
Receivers at each Site
Receiver Specific
Information
Longitudinal Care Plan
ToC and LCC Data Sets
ToC- Transitions
of Care
LCC-Longitudinal Coordination
of Care
Part 1
![Page 5: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/5.jpg)
Physician Office
Living at Home
CBSOutpt. Rehab
Home Health
Adult Day Care
PACE
Assist LivingNursing Home
SNF
LTACH
IRF
Acute Care
Hospital
Emergency Department
Urgent Care
Psych Hospital
Hospice Facility
Home Hospice
Outpt. Behav. Health
Acuity of Illness
Inte
nsi
ty o
f C
are
Adapted from Derr and Wolf, 2012
Low
High
High
Outpatient Testing/Pharmacy/DME
5
The Spectrum of Care is Vast…
![Page 6: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/6.jpg)
![Page 7: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/7.jpg)
Where do patients go after hospital?
7
Everywhere!
![Page 8: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/8.jpg)
14x14 Sender (left column) to Receiver (top) = 196 possibly transition types
Transitions to (Receivers)In Patient ED Outpatient Behavioral LTAC IRF SNF/ECF HHA Hospice Amb Care EMS BH CBOs Patient/
Acute Care Services Health CommunityTransitions From (Senders) Hospitals Inpatient (PCP) Services Family
Inpatient Acute Care Hospital
Emergency Department
Outpatient services
Behavioral Health Inpatient
Long Term Acute Care Hospital
Inpatient Rehab Facility
Skilled Nursing/Extended Care
Home Health Agency
Hospice
Ambulatory Care (PCP, PCMH)
Emergency Medical Services
Behavioral Health Community
Community Based Organizations
Patient/Family
8
![Page 9: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/9.jpg)
Transitions to (Receivers)Transitions From In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
(Senders) Services (PCP) Family
In patient
ED
Out patient services
LTAC
IRF
SNF/ECF
HHA
Hospice
Ambulatory Care (PCP)
CBOs
Patient/Family
Reduced Grid 11x11 (no Behavioral Health)
![Page 10: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/10.jpg)
Transitions to (Receivers)Transitions From In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
(Senders) Services (PCP) Family
In patient
ED
Out patient services
LTAC
IRF
SNF/ECF
HHA
Hospice
Ambulatory Care (PCP)
CBOs
Patient/Family
Low volume/Out of Scope
![Page 11: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/11.jpg)
Transitions to (Receivers)
Transitions From In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
(Senders) Services (PCP) Family
In patient CI = L CI = L
ED CI = L CI = L
V = LOut patient services CI = L CI = L CI = L
TV = L
LTAC
V = L V = LIRF CI = L CI = L CI = L CI = L CI = L
V = L V = LSNF/ECF CI = L CI = L
V = LHHA CI = L CI = L CI = L CI = L CI = L
TV = L TV = L TV = L TV = L TV = LV = L V = L V = L V = L V = L
Hospice CI = L CI = L CI = LTV = L TV = L
V = L V = L V = L V = LAmbulatory Care (PCP) CI = L CI = L CI = L CI = L
TV = L
CBOs
Patient/Family
Low: Volume, Clinical Instability, Time-Value
![Page 12: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/12.jpg)
Transitions to (Receivers)Transitions From In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
(Senders) Services (PCP) Family
In patient CI = M CI = M CI = L CI = M CI = L CI = M
V = M V = MED CI = M CI = M CI = L CI = L CI = M
V = LOut patient services CI = M CI = M CI = M CI = L CI = L CI = L
TV = LV = M V = M
LTAC CI = M CI = M CI = M CI = M CI = M CI = M CI = M
V = L V = LIRF CI = M CI = L CI = L CI = M CI = L CI = L CI = L
V = M V = L V = L V = MSNF/ECF CI = M CI = M CI = M CI = M CI = M CI = L CI = M CI = L
TV = M TV = M TV = M TV = M TV = MV = L V = M
HHA CI = L CI = L CI = L CI = L CI = LTV = L TV = L TV = L TV = L TV = L
V = L V = M V = M V = L V = L V = L V = M V = LHospice CI = M CI = L CI = L CI = M CI = L CI = M
TV = M TV = M TV = M TV = L TV = L TV = MV = M V = L V = M V = L V = L V = M V = L
Ambulatory Care (PCP) CI = M CI = M CI = L CI = L CI = L CI = LTV = M TV = M TV = M TV = L
CBOs
Patient/Family
Low and Medium: Volume, Clinical Instability, Time Value
![Page 13: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/13.jpg)
Transitions to (Receivers)Transitions From In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
(Senders) Services (PCP) Family
V = H V = H V = H V = H V = H V = H V = H V = HIn patient CI = H CI = H CI = M CI = M CI = L CI = M CI = L CI = M
TV = H TV = H TV = H TV = H TV = H TV = H TV = H TV = HV = H V = H V = H V = H V = M V = H V = M V = H
ED CI = H CI = H CI = H CI = M CI = M CI = L CI = L CI = MTV = H TV = H TV = H TV = H TV = H TV = H TV = H TV = HV = H V = H V = H V = H V = L V = H V = H
Out patient services CI = H CI = M CI = M CI = M CI = L CI = L CI = LTV = H TV = H TV = H TV = H TV = H TV = H TV = L
V = H V = H V = H V = M V = H V = H V = M V = H V = H V = HLTAC CI = H CI = H CI = H CI = M CI = M CI = M CI = M CI = M CI = M CI = M
TV = H TV = H TV = H TV = H TV = H TV = H TV = H TV = H TV = H TV = HV = H V = H V = H V = L V = H V = H V = L V = H V = H V = H
IRF CI = H CI = H CI = M CI = H CI = L CI = L CI = M CI = L CI = L CI = LTV = H TV = H TV = H TV = H TV = H TV = H TV = H TV = H TV = H TV = HV = H V = H V = H V = M V = L V = L V = H V = M V = H V = H V = H
SNF/ECF CI = H CI = H CI = M CI = H CI = M CI = M CI = M CI = M CI = L CI = M CI = LTV = H TV = H TV = H TV = M TV = M TV = M TV = H TV = M TV = M TV = H TV = HV = H V = H V = L V = M V = H V = H V = H
HHA CI = H CI = H CI = L CI = L CI = L CI = L CI = LTV = H TV = H TV = L TV = L TV = L TV = L TV = LV = L V = M V = M V = L V = L V = L V = M V = L
Hospice CI = H CI = H CI = M CI = L CI = L CI = M CI = L CI = MTV = H TV = H TV = M TV = M TV = M TV = L TV = L TV = MV = M V = H V = L V = M V = L V = L V = M V = L
Ambulatory Care (PCP) CI = H CI = H CI = M CI = M CI = L CI = L CI = L CI = LTV = H TV = H TV = H TV = M TV = H TV = M TV = M TV = L
CBOs
Patient/Family
High, Medium, Low: Volume, Clinical Instability, Time Value
![Page 14: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/14.jpg)
Transitions to (Receivers)In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
Transitions From (Senders) Services (PCP) Family
In patient
ED
Out patient services
LTAC
IRF
SNF?ECF
HHA
Hospice
Ambulatory Care (PCP)
CBOs
Patient/Family
Prioritizing Transitions by Volume, Clinical Instability and Time-Value of Information
Black circles = highest priorityGreen circles = high priority
![Page 15: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/15.jpg)
Factors Influencing ToC Data
• Origin of transfer• Destination of transfer• Reason for transfer
– Consultation– Permanent transfer
• Urgency of transfer– Elective– Urgent/Emergent
![Page 16: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/16.jpg)
Transitions to (Receivers)In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
Transitions From (Senders) Services (PCP) Family
In patient
ED
Out patient services
LTAC
IRF
SNF/ECF
HHA
Hospice
Ambulatory Care (PCP)
CBOs
Patient/Family
Priority Transitions by Relevant Scenario: Transfer LTPAC to LTPAC
Scenario 1: Exchange between LTPAC sites
1
![Page 17: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/17.jpg)
Transitions to (Receivers)In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
Transitions From (Senders) Services (PCP) Family
In patient
ED
Out patient services
LTAC
IRF
SNF/ECF
HHA
Hospice
Ambulatory Care (PCP)
CBOs
Patient/Family
Priority Transitions by Relevant Scenario: LTPAC to Discharge Home
Scenario 1: Exchange between LTPAC sites
Scenario 2: Exchange from LTPAC sites to patient
1 2
![Page 18: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/18.jpg)
Transitions to (Receivers)In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
Transitions From (Senders) Services (PCP) Family
In patient
ED
Out patient services
LTAC
IRF
SNF/ECF
HHA
Hospice
Ambulatory Care (PCP)
CBOs
Patient/Family
Priority Transitions by Relevant Scenario: Transfer LTPAC to Hospital
Scenario 1: Exchange between LTPAC sites
Scenario 2: Exchange from LTPAC sites to patient
Scenario 3: Exchange from LTPAC sites to ACH sites
1 23
![Page 19: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/19.jpg)
Transitions to (Receivers)In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
Transitions From (Senders) Services (PCP) Family
In patient
ED
Out patient services
LTAC
IRF
SNF/ECF
HHA
Hospice
Ambulatory Care (PCP)
CBOs
Patient/Family
Priority Transitions by Relevant Scenario: Discharge Hospital to LTPAC
Scenario 1: Exchange between LTPAC sites
Scenario 2: Exchange from LTPAC sites to patient
Scenario 3: Exchange from LTPAC sites to ACH sites
Scenario 4: Exchange from ACH sites to LTPAC sites
1 23
4
![Page 20: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/20.jpg)
Transitions to (Receivers)In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/
Transitions From (Senders) Services (PCP) Family
In patient
ED
Out patient services
LTAC
IRF
SNF/ECF
HHA
Hospice
Ambulatory Care (PCP)
CBOs
Patient/Family
Temporary Transitions: Emergent (Orange) Elective (Yellow) Permanent Transition: Open
Scenario 1: Exchange between LTPAC sites
Scenario 2: Exchange from LTPAC sites to patient
Scenario 3: Exchange from LTPAC sites to ACH sites
Scenario 4: Exchange from ACH sites to LTPAC sites
1 23
4
![Page 21: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/21.jpg)
• Largest survey of Receiver data needs
• 46 Organizations completed evaluation
• 11 Types of healthcare organizations
• 12 Different types of user roles
• 1135 Transition surveys completed
IMPACT “Receiver” Survey
21
![Page 22: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/22.jpg)
Findings from Survey
• Each role group selected different data elements
• Within role group the data sets were similar regardless of sending or receiving site
• The composite data set contains every data element required by any receiver
• Five generic transitions account for all LTPAC hand-offs
22
![Page 23: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/23.jpg)
Additional Contributor InputNational•American College of Physicians•NY’s eMOLST•Multi-State/Multi-Vendor EHR/HIE Interoperability Workgroup•Substance Abuse, Mental Health Services Agency (SAMHSA)•Administration for Community Living (ACL)•Aging Disability Resource Centers (ADRC)•National Council for Community Behavioral Healthcare•National Association for Homecare and Hospice (NAHC)•Longitudinal Coordination of Care Work Group (ONC S&I Framework)•Transfer of Care & CCD/CDA Consolidation Initiatives (ONC’s S&I) •Electronic Submission of Medical Documentation (esMD) (ONC S&I)•ONC Beacon Communities and LTPAC Workgroups•Assistant Secretary for Planning and Evaluation (ASPE) and Geisinger: Standardizing MDS and OASIS•Centers for Medicare & Medicaid Services (CMS)(MDS/OASIS/IRF-PAI/CARE)•DoD and VA: working to specify Home Health Plan of Care dataset•AHIMA LTPAC HIT Collaborative•HIMSS: Continuity of Care Model•INTERACT (Interventions to Reduce Acute Care Transfers)•Transfer Forms from Ohio, Rhode Island, New York, and New Jersey
![Page 24: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/24.jpg)
1. Report from Outpatient testing, treatment, or procedure
2. Referral to Outpatient testing, treatment, or procedure (including for transport)
3. Shared Care Encounter Summary (Office Visit, Consultation Summary, Return from the ED to the referring facility)
4. Consultation Request Clinical Summary (Referral to a consultant or the ED)
5. Permanent or long-term Transfer of Care Summary to a different facility or care team or Home Health Agency
24
Five Transition Datasets
![Page 25: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/25.jpg)
Shared Care Encounter Summary (AKA Consult Note):•Office Visit to PHR•Consultant to PCP•ED to PCP, SNF, etc…
Consultation Request:•PCP to Consultant•PCP, SNF, etc… to ED
Transfer of Care Summary:•Hospital to SNF, PCP, HHA, etc…•SNF, PCP, etc… to HHA•PCP to new PCP
Five Transition Datasets
25
![Page 26: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/26.jpg)
Transitions to (Receivers)
In Patient ED Out patient LTAC IRF SNF/ECF HHA Hospice Amb Care CBOs Patient/Transitions From (Senders) Services (PCP) Family
In patient
ED
Out patient services
LTAC
IRF
SNF?ECF
HHA
Hospice
Ambulatory Care (PCP)
CBOs
Patient/Family26
3
5
5
5
51
Five Transition Datasets
![Page 27: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/27.jpg)
Role Groups by TransitionTransition Type
Role Group 1. From test area
2. To test area
3. From ED
4. To ED
5. Discharge to / from any site
Administration X X X X XCase Manager X
Emergency Medical Technicians
X X X X X
MD X X X XOccupational Therapy X
Patient X X XPhysical Therapy X
RN X X X X XSocial Worker X
Speech Language XTechnician X
![Page 28: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/28.jpg)
Datasets include Care Plan
• Anticoagulation• CHF
Home Health Plan of Care
Care Plan
Shared Care Encounter Summary (AKA Consult Note):•Office Visit to PHR•Consultant to PCP•ED to PCP, SNF, etc…
Consultation Request:•PCP to Consultant•PCP, SNF, etc… to ED
Transfer of Care Summary:•Hospital to SNF, PCP, HHA, etc…•SNF, PCP, etc… to HHA•PCP to new PCP28
![Page 29: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/29.jpg)
Transition of Care vs Care Plan
• ToC– Simple, flat, one transition Site A to Site B– Conveys essential clinical data as required by receivers– One point in time
• Care Plan– Complex, multidimensional, iterative– All ToC data elements – Plus relationships among
• Team members, Health concerns, Interventions and Goals • Patient priorities
– Master blueprint for care across sites and providers
![Page 30: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/30.jpg)
Patients are evaluated with assessments (history, symptoms, physical exam, testing, etc…) to determine their status
30
Patient Status•Functional•Cognitive•Physical•Environmental
Assessments
![Page 31: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/31.jpg)
Health Conditions/ Concerns
Risk Factors•Age, gender•Significant Past Medical/Surgical Hx•Family Hx, Race/Ethnicity, Genetics•Historical exposures/lifestyle (e.g. alcohol, smoke, radiation, diet, exercise, workplace, sexual…)
Risks/Concerns:•Wellness•Barriers•Injury (e.g. falls)•Illness (e.g. ulcers, cancer, stroke, hypoglycemia, hepatitis, diarrhea, depression, etc…)
Active Problems
31
Patient Status•Functional•Cognitive•Physical•Environmental
Assessments
Risks
Side effects
Patient Status helps define the patient’s current conditions, concerns, and risks for conditionsRisks/concerns come from many sources
Treatment
![Page 32: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/32.jpg)
Health Conditions/ Concerns
Risk Factors•Age, gender•Significant Past Medical/Surgical Hx•Family Hx, Race/Ethnicity, Genetics•Historical exposures/lifestyle (e.g. alcohol, smoke, radiation, diet, exercise, workplace, sexual…)
Risks/Concerns:•Wellness•Barriers•Injury (e.g. falls)•Illness (e.g. ulcers, cancer, stroke, hypoglycemia, hepatitis, diarrhea, depression, etc…)
Active Problems
Goals•Desired outcomes and milestones•Readiness•Prognosis•Related Conditions•Related Interventions•Progress
Care Plan Decision Modifiers•Patient/family preferences (values, priorities, wishes, adv directives, expectations, etc…)•Patient situation (access to care, support, resources, setting, transportation, etc…)
32
Prioritize
Patient Status•Functional•Cognitive•Physical•Environmental
Assessments
Risks
Side effects
Goals for treatment of health conditions and prevention of concerns are created collaboratively with patient taking into account their statuses and Care Plan Decision Modifiers
Treatment
![Page 33: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/33.jpg)
Health Conditions/ Concerns
Risk Factors•Age, gender•Significant Past Medical/Surgical Hx•Family Hx, Race/Ethnicity, Genetics•Historical exposures/lifestyle (e.g. alcohol, smoke, radiation, diet, exercise, workplace, sexual…)
Risks/Concerns:•Wellness•Barriers•Injury (e.g. falls)•Illness (e.g. ulcers, cancer, stroke, hypoglycemia, hepatitis, diarrhea, depression, etc…)
Active Problems
Goals•Desired outcomes and milestones•Readiness•Prognosis•Related Conditions•Related Interventions•Progress
Care Plan Decision Modifiers•Patient/family preferences (values, priorities, wishes, adv directives, expectations, etc…)•Patient situation (access to care, support, resources, setting, transportation, etc…)
33
Prioritize
Patient Status•Functional•Cognitive•Physical•Environmental
Assessments
Risks
Side effects
Decision making is enhanced with evidence based medicine, clinical practice guidelines, and other medical knowledge
DecisionSupport
Treatment
![Page 34: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/34.jpg)
Health Conditions/ Concerns
Risk Factors•Age, gender•Significant Past Medical/Surgical Hx•Family Hx, Race/Ethnicity, Genetics•Historical exposures/lifestyle (e.g. alcohol, smoke, radiation, diet, exercise, workplace, sexual…)
Risks/Concerns:•Wellness•Barriers•Injury (e.g. falls)•Illness (e.g. ulcers, cancer, stroke, hypoglycemia, hepatitis, diarrhea, depression, etc…)
Active Problems
Goals•Desired outcomes and milestones•Readiness•Prognosis•Related Conditions•Related Interventions•Progress
Interventions/Actions(e.g. medications, wound care, procedures, tests, diet, behavior changes, exercise, consults, rehab, calling MD for symptoms, education, anticipatory guidance, services, support, etc…)•Start/stop date, interval•Authorizing/responsible parties/roles/contact info•Setting of care•Instructions/parameters•Supplies/Vendors•Planned assessments•Expected outcomes•Related Conditions•Status of intervention
Care Plan Decision Modifiers•Patient/family preferences (values, priorities, wishes, adv directives, expectations, etc…)•Patient situation (access to care, support, resources, setting, transportation, etc…)•Patient allergies/intolerances
DecisionSupport
DecisionSupport
34
Orders, etc..Prioritize
Patient Status•Functional•Cognitive•Physical•Environmental
Assessments
Risks
Side effects
Interventions and actions to achieve goals are identified collaboratively with patient taking into account their values, situation, statuses, risks & benefits, etc…
Treatment
![Page 35: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/35.jpg)
Health Conditions/ Concerns
Risk Factors•Age, gender•Significant Past Medical/Surgical Hx•Family Hx, Race/Ethnicity, Genetics•Historical exposures/lifestyle (e.g. alcohol, smoke, radiation, diet, exercise, workplace, sexual…)
Risks/Concerns:•Wellness•Barriers•Injury (e.g. falls)•Illness (e.g. ulcers, cancer, stroke, hypoglycemia, hepatitis, diarrhea, depression, etc…)
Active Problems
Goals•Desired outcomes and milestones•Readiness•Prognosis•Related Conditions•Related Interventions•Progress
Interventions/Actions(e.g. medications, wound care, procedures, tests, diet, behavior changes, exercise, consults, rehab, calling MD for symptoms, education, anticipatory guidance, services, support, etc…)•Start/stop date, interval•Authorizing/responsible parties/roles/contact info•Setting of care•Instructions/parameters•Supplies/Vendors•Planned assessments•Expected outcomes•Related Conditions•Status of intervention
Care Plan Decision Modifiers•Patient/family preferences (values, priorities, wishes, adv directives, expectations, etc…)•Patient situation (access to care, support, resources, setting, transportation, etc…)•Patient allergies/intolerances
DecisionSupport
DecisionSupport
35
Orders, etc..
CarePlan
Prioritize
Patient Status•Functional•Cognitive•Physical•Environmental
Assessments
Risks
Side effectsThe Care Plan is comprised of Modifiers, Conditions/Concerns, their Goals, Interventions/Actions/Instructions, Assessments and the Care Team members that actualize it
![Page 36: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/36.jpg)
Health Conditions/ Concerns
Risk Factors•Age, gender•Significant Past Medical/Surgical Hx•Family Hx, Race/Ethnicity, Genetics•Historical exposures/lifestyle (e.g. alcohol, smoke, radiation, diet, exercise, workplace, sexual…)
Risks/Concerns:•Wellness•Barriers•Injury (e.g. falls)•Illness (e.g. ulcers, cancer, stroke, hypoglycemia, hepatitis, diarrhea, depression, etc…)
Active Problems
Goals•Desired outcomes and milestones•Readiness•Prognosis•Related Conditions•Related Interventions•Progress
Interventions/Actions(e.g. medications, wound care, procedures, tests, diet, behavior changes, exercise, consults, rehab, calling MD for symptoms, education, anticipatory guidance, services, support, etc…)•Start/stop date, interval•Authorizing/responsible parties/roles/contact info•Setting of care•Instructions/parameters•Supplies/Vendors•Planned assessments•Expected outcomes•Related Conditions•Status of intervention
Care Plan Decision Modifiers•Patient/family preferences (values, priorities, wishes, adv directives, expectations, etc…)•Patient situation (access to care, support, resources, setting, transportation, etc…)•Patient allergies/intolerances
DecisionSupport
DecisionSupport
36
Orders, etc..
CarePlan
Prioritize
Patient Status•Functional•Cognitive•Physical•Environmental
Assessments
OutcomesRisks
Side effects
Interventions and actions achieve outcomes that make progress towards goals, cause interventions to be modified, and change health conditions
![Page 37: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/37.jpg)
Health Conditions/ Concerns
Risk Factors•Age, gender•Significant Past Medical/Surgical Hx•Family Hx, Race/Ethnicity, Genetics•Historical exposures/lifestyle (e.g. alcohol, smoke, radiation, diet, exercise, workplace, sexual…)
Risks/Concerns:•Wellness•Barriers•Injury (e.g. falls)•Illness (e.g. ulcers, cancer, stroke, hypoglycemia, hepatitis, diarrhea, depression, etc…)
Active Problems
Goals•Desired outcomes and milestones•Readiness•Prognosis•Related Conditions•Related Interventions•Progress
Interventions/Actions(e.g. medications, wound care, procedures, tests, diet, behavior changes, exercise, consults, rehab, calling MD for symptoms, education, anticipatory guidance, services, support, etc…)•Start/stop date, interval•Authorizing/responsible parties/roles/contact info•Setting of care•Instructions/parameters•Supplies/Vendors•Planned assessments•Expected outcomes•Related Conditions•Status of intervention
Care Plan Decision Modifiers•Patient/family preferences (values, priorities, wishes, adv directives, expectations, etc…)•Patient situation (access to care, support, resources, setting, transportation, etc…)•Patient allergies/intolerances
DecisionSupport
DecisionSupport
37
Orders, etc..
CarePlan
Prioritize
Patient Status•Functional•Cognitive•Physical•Environmental
Assessments
OutcomesRisks
Side effects
The Care Plan (Concerns, Goals, Interventions , and Care Team), along with Risk Factors and Decision Modifiers, iteratively evolve over time
![Page 38: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/38.jpg)
Health Conditions/ Concerns
Risks/Concerns:•Wellness•Barriers•Injury (e.g. falls)•Illness (e.g. ulcers, cancer, stroke, hypoglycemia, hepatitis, diarrhea, depression, etc…)
Active Problems
Goals•Desired outcomes and milestones•Readiness•Prognosis•Related Conditions•Related Interventions•Progress
Interventions/Actions(e.g. medications, wound care, procedures, tests, diet, behavior changes, exercise, consults, rehab, calling MD for symptoms, education, anticipatory guidance, services, support, etc…)•Start/stop date, interval•Authorizing/responsible parties/roles/contact info•Setting of care•Instructions/parameters•Supplies/Vendors•Planned assessments•Expected outcomes•Related Conditions•Status of intervention
Care Plan Decision Modifiers•Patient/family preferences (values, priorities, wishes, adv directives, expectations, etc…)•Patient situation (access to care, support, resources, setting, transportation, etc…)•Patient allergies/intolerances
38
CarePlan
A many-to-many-to-many relationship exists between Health Conditions/Concerns, Goals and Interventions/Actions
0…
∞0…
∞
0…
∞0…
∞
![Page 39: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/39.jpg)
Health Conditions/ Concerns
Risks/Concerns:•Wellness•Barriers•Injury (e.g. falls)•Illness (e.g. ulcers, cancer, stroke, hypoglycemia, hepatitis, diarrhea, depression, etc…)
Active Problems
Goals•Desired outcomes and milestones•Readiness•Prognosis•Related Conditions•Related Interventions•Progress
Interventions/Actions(e.g. medications, wound care, procedures, tests, diet, behavior changes, exercise, consults, rehab, calling MD for symptoms, education, anticipatory guidance, services, support, etc…)•Start/stop date, interval•Authorizing/responsible parties/roles/contact info•Setting of care•Instructions/parameters•Supplies/Vendors•Planned assessments•Expected outcomes•Related Conditions•Status of intervention
Care Plan Decision Modifiers•Patient/family preferences (values, priorities, wishes, adv directives, expectations, etc…)•Patient situation (access to care, support, resources, setting, transportation, etc…)•Patient allergies/intolerances
CarePlan
Patient Status•Functional•Cognitive•Physical•Environmental
Care Team Members each have their own responsibilities
39
![Page 40: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/40.jpg)
C-CDA Data Element Gaps
40
CCD Data Elements
IMPACT Data Elements for basic Transition of
Care needs
Data Elements for Longitudinal Coordination of Care
•Many “missing” data elements can be mapped to CDA templates with applied constraints
•20% have no appropriate templates
![Page 41: Data Sets for Transitions and Longitudinal Coordination of Care](https://reader036.vdocuments.net/reader036/viewer/2022062720/568133f3550346895d9ae385/html5/thumbnails/41.jpg)
Sites of Care
Prioritized Transitions
Types of Transitions
Receivers at each Site
Receiver Specific
Information
Longitudinal Care Plan
ToC and LCC Data Sets