how to document-code pepc indian health service health education program 2010

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How to Document-Code PEPC Indian Health Service Health Education Program 2010

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Page 1: How to Document-Code PEPC Indian Health Service Health Education Program 2010

How to Document-Code PEPC

Indian Health Service

Health Education Program

2010

Page 2: How to Document-Code PEPC Indian Health Service Health Education Program 2010

There are 2 PEPC Manuals. Both are located at www.ihs.gov

Volume I gives information on ‘how to document’

Volume II is the actual Protocols or guidelines of what to teach

Page 3: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Standard Education across IHS• The IHS has a system to document

Education for all I/T/U programs.

• This system is called the IHS Patient Education Protocols And Codes (or PEPC)

• All disciplines and Providers should be using the PEPC method of documentation and coding for education.

Page 4: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Where are the Protocols/Codes?

• The FY 2011 Patient Education Protocols and Codes can be found

at:

• www.ihs.gov

• Click on “Non-Medical Programs”• Scroll Down to the “Health Education”• Click on “National Patient Education Initiative”• Click on “Patient Education Protocols and Codes”

Page 5: How to Document-Code PEPC Indian Health Service Health Education Program 2010
Page 6: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Look for Health Education Program

Page 7: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Patient Education Protocol and Code

HTN-C – This is the code used to document the education provided to the patient or family.

Protocols - Protocols are written guidelines for education.

HTN-C COMPLICATIONSOutcome: The patient will verbally

summarize the complications of uncontrolled hypertension.

Standards:

1. The patient will verbally summarize the complications of uncontrolled hypertension.

2. Explain that heart attacks may result from the heart having to work harder to pump blood through congested and hardened arteries.

3. Explain that blindness may result from injured blood vessels in the eye.

4. Explain that strokes may result from ruptures of injured blood vessels in the brain.

5. Explain that circulatory complications eventually impair the ability of the kidneys to filter out toxins.

Page 8: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Steps for Documenting Patient Education

1. Readiness to learn – optional2. *Disease state, illness, condition or system being addressed3. *Specific education topic4. *Level of patient/family understanding of the material5. *Time spent by the provider who did the education6. *Initials of the provider who did the education7. *Goal setting8. Comments - optional

*6 Mandatory steps 2 Optional steps

Page 9: How to Document-Code PEPC Indian Health Service Health Education Program 2010

DistractionReceptiveEager to LearnPainSeverity of IllnessUnreceptiveIntoxication

DSTRRCPTEAGRPAIN SVILUNRCINTX

Example: EAGR-

The 1st Step: Determining: Does this patient want to learn?

1. Readiness to Learn – optional

Identify the patient’s readiness to learn: “Mrs. Smith: I am going to teach you about your diabetes. Are willing/ready to listen/learn?”

Reflects factors that may increase or decrease the patient’s ability to understand the patient education provided at this education encounter.

Page 10: How to Document-Code PEPC Indian Health Service Health Education Program 2010

EAGR- DMExample:

1. Disease state/ Illness/ Condition

Next, you document the disease state/ illness/condition in one of three ways:

1. Write the actual disease state/illness/condition: Diabetes type 22. Write the ICD-9 code: 250.xx3. Write the mnemonic from the PEPC protocol: DM

Examples of common disease states:

CHFHTNCADLIPDMPMEYEPLFPTO

Coronary heart failureHypertensionCoronary artery diseaseDyslipidemiaDiabetesPain managementEye conditionPulmonaryFamily planningTobacco use

Page 11: How to Document-Code PEPC Indian Health Service Health Education Program 2010

APCDPEQEXFUHPDPHMLAHYLMNPPROSTETX

Anatomy & PhysiologyComplicationsDisease ProcessEquipmentExerciseFollow-upHealth Promotion/Disease PreventionHome ManagementLifestyle AdaptationHygieneLiteratureMedicationNutritionPreventionProceduresSafetyTestingTreatmentExample: DM- NEAGR-

2. Education/topic modifierNext, write the topic code of what you discussed with the patient. Examples of standard topics in the IHS protocols:

Page 12: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Protocols – what does the word “protocol” mean?

• A protocol is a guideline• Therefore, in the Patient Education

Protocols and Codes, the “protocol” means a guideline of what to teach

• Providers should consult that PEPCs online to familiarize themselves with the PEPC protocols

• All Manuals are online; the IHS does not print the PEPC Manuals

Page 13: How to Document-Code PEPC Indian Health Service Health Education Program 2010

DM-NDiabetes Mellitus Nutrition

• Example: You are going to teach about Diabetes Mellitus - Nutrition

• If you are not sure what you are supposed to teach about Diabetes Mellitus Nutrition, you should consult the PEPC Protocols Manual, Volume II

• The next slide is an example of the DM-N Protocol

Page 14: How to Document-Code PEPC Indian Health Service Health Education Program 2010

DM-N (When you document “N” – this means that you have taught the Nutrition topic from

the Protocols)OUTCOME: The patient/family will understand the importance of

nutritional management in the control of blood glucose and develop a plan to meet nutritional goals.

STANDARDS:• Emphasize that nutritional management includes meal planning,

careful shopping, appropriate food preparation, and eating.• Describe healthy food preparation methods. Emphasize the

importance of appropriate serving sizes and reading food labels.• Identify techniques or strategies for eating out, social events, traditional

eating practices, and family support in managing blood sugar.• Explain that emotional eating from boredom, anger, frustration,

loneliness, and depression can interfere with blood sugar control, as appropriate. Alternative choices should be recommended.

• Discuss managing food intake with medication on sick days and with an exercise regime to prevent hypoglycemia.

• Refer to registered dietitian for MNT or other local resources as appropriate.

Page 15: How to Document-Code PEPC Indian Health Service Health Education Program 2010

4. Level of understanding

Next to the topic code, Level of Understanding defines how well the patient and/or family understood the education.

G Good

F Fair

P Poor

R Refused

Gp Group Education - unable to assess individually

Example: DM - N - G- EAGR

Page 16: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Example: DM- N - G - 15 min.- EAGR

5.Time

Next, write down the length of Time you spent educating the patient.

Time should be documented in whole minutes.

Page 17: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Example: DM- N - G - 15 min. -Your initials here- EAGR

6. Taking credit

Make sure you get credit for the education you provided!

To take credit for the education, place either your provider number or your initials next to Time.

Page 18: How to Document-Code PEPC Indian Health Service Health Education Program 2010

The final step is to assist the patient to change their behavior by helping the

Patient to set a goal to work on;

Help the patient by asking if they are willing to make a change?

• Suggest a plan

• Suggest a plan on how to maintain at least one _____

• Write a plan of management

• Plan to change to ______

• A plan to test _____ (blood sugar)

• Choose at least one change to follow _____

• Demonstrate ___ and state a personal plan for ____

• Identify a way to cope with ____

Page 19: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Example: DM - N - G - 15 min. - MW - GS: Drink H20 @ one meal EAGR-

7. Patient goals

Helping the patient to set a Goal:Goal Not Set, Goal Set, Goal Met, or Goal Not Met Uus the following codes. (Be sure to also write down the goal.)

GNS Goal Not Set

GS Goals Set

GM Goals Met

GNM Goals Not Met

Page 20: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Example: DM - N - G - 15 min. - MW - GS: - Drink H20 @ one meal EAGR

Comment: Drinks 3-4 regular Pepsi each day

8. Comments - optional

You can write comments (called Free Text) in the Comment section (called a field) for documenting additional information about the education encounter

Page 21: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Patient Education “String”

Education Code

TopicSub-Topic Provider Time

-Good-Fair-Poor-Refused-Group

Level of Understandi

ng

-Mnemonic (TO, HTN)-ICD9 Code-CPT Code

Readiness to Learn

-Receptive-Eager-Unreceptive-Distraction-Intoxication-Severity of illness

AP - Anatomy & Physiology C - Complications DP - Disease Process EQ - Equipment EX - Exercise FU - Follow-up

HM - Home Management HY - Hygiene LA - Lifestyle Adaptations L – Literature M – Medications MNT – Medical Nutrition Therapy

N - Nutrition P - Prevention PRO - Procedures S - SafetyTE - Tests TX - Treatment

YourInitials

7 min.

Goal

-Goal Not Set-Goal Set-Goal Met-Goal Not Met

Page 22: How to Document-Code PEPC Indian Health Service Health Education Program 2010

DM M G Name-Time GS DM M G Name-Time GS

Disease State / Condition

You can document the disease state in one of three ways:

1) Diabetes type 2

2) ICD-9 code: 250.xx

3) DM - from the patient & family education protocols.

Common Disease States:

CHF Congestive Heart Failure

HTN Hypertension

CAD Coronary Artery Disease

LIP Dyslipidemia

DM Diabetes

PM Pain Management

EYE Eye condition

PL Pulmonary

FP Family Planning

TO Tobacco Use

Disease State / Condition

You can document the disease state in one of three ways:

1) Diabetes type 2

2) ICD-9 code: 250.xx

3) DM - from the patient & family education protocols.

Common Disease States:

CHF Congestive Heart Failure

HTN Hypertension

CAD Coronary Artery Disease

LIP Dyslipidemia

DM Diabetes

PM Pain Management

EYE Eye condition

PL Pulmonary

FP Family Planning

TO Tobacco Use

Education Topic Modifier

What you talked about. There are 17 standard topics in the IHS Protocols. These include:AP - Anatomy and Physiology

C - Complications

DP - Disease Process

EQ - Equipment

EX - Exercise

FU - Follow-up

HM - Home Management

LA - Lifestyle Adaptation

HY - Hygiene

L - Literature

M - Medication

N - Nutrition

P - Prevention

PRO - Procedures

S - Safety

TE - Testing

TX – Treatment

Level of Understanding

Defines how well the patient/family understood the education. It does not reflect on your ability to teach it!

G= good

F= fair

P= poor

R= refused

Gp= group education- unable to assess individually

Level of Understanding

Defines how well the patient/family understood the education. It does not reflect on your ability to teach it!

G= good

F= fair

P= poor

R= refused

Gp= group education- unable to assess individually

Taking Credit

Use either your provider number or your initials to take credit for the education. It may also be important to place the length of time you spent educating the patient next to your initials for certain billing purposes

Taking Credit

Use either your provider number or your initials to take credit for the education. It may also be important to place the length of time you spent educating the patient next to your initials for certain billing purposes

Patient Goals

GS = Goals set

GM = Goals met

GNM = Goals Not Met

GNS = Goal Not Set

Patient Goals

GS = Goals set

GM = Goals met

GNM = Goals Not Met

GNS = Goal Not Set

Page 23: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Where to Document Education?

Page 24: How to Document-Code PEPC Indian Health Service Health Education Program 2010

If your site is using the PCC +

• Helps improve and simplify patient education documentation

WL LA-EX MW 15

Page 25: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Documenting patient

education on the paper PCC

Page 26: How to Document-Code PEPC Indian Health Service Health Education Program 2010

The next slide is applicable only if your site is using the EHR =

Electronic Health Record

Page 27: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Documenting Educatio

n

on the EHR

Page 28: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Documenting in the EHR

Page 29: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Document Education

Page 30: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Pick Lists

Page 31: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Jones, Chuck M 12345 TO-QT-G-395-5minJones, Chuch M 12345 HF-current smokerMary Smith F 54321 HTN-EX-F-395-10minSara Thomas F 6789 CAD-N-G-678-15minJim Doby M 98765 LIP-N-G-369-10min

This form is used for This form is used for

documentingdocumenting

Health/Patient EducationHealth/Patient Education

in a group or community setting; in a group or community setting;

the form is then given to the form is then given to

Medical Records/Data Entry Medical Records/Data Entry

so that the information can beso that the information can be

entered in to the patient’s chart.entered in to the patient’s chart.

This form must be developed locally and is used for group education – not individual education – individual education is documented on the paper PCC or in the EHR

Page 32: How to Document-Code PEPC Indian Health Service Health Education Program 2010

CRS Education Report• The CRS (Clinical Reporting System)

Education Report is a report that can be run at every site that provides detailed information on the education occurring at that site.

• Ask your IT staff to run this report.

• For questions on how to run the report contact Chris Lamer at: [email protected]

Page 33: How to Document-Code PEPC Indian Health Service Health Education Program 2010

Questions?

• Contact: [email protected] or

[email protected]