Patient-Centered Medical Home
& Multi-Payer Demo
Training Webinar # 8
David Halpern, MD, MPH
August 31st, 2011
Interactive Survey System
(ISS)
What Is the ISS?
• The ISS is the web-based PCMH
practice self-assessment or survey.
• The practice uses the ISS (also called
the “Survey Tool”) for:
– Entering responses for each item
(Standards/Elements/Factors)
– Attaching documents and providing
text to support the responses
Using the ISS
For each Element, you MUST:
•
Add a Document
•
Link the Document
•
Add Supporting Text (if necessary)
•
Upload the Document
Using the ISS – Demonstration
Cautions
• In order to upload documents, you must
first complete and submit your PPC-PCMH
APPLICATION (different from the Survey
Tool). This was “purchased” when you
obtained your Survey Tool. There is a
separate log-in process. If you forgot to
order one of these free applications when
you got your survey (or can’t find the email
with your log-in info), you MUST contact
NCQA and get one ASAP.
Cautions (continued)
•
After you have added, linked, and
uploaded your supporting documents
AND completed your survey, you must
submit your survey. The application
process is not complete until you’ve
submitted:
1. Your completed APPLICATION
(demographic practice info)
2. Your completed SURVEY (PCMH
answers & supporting documentation)
Record Review Workbook
(Revisited)
What Is the
“Record Review Workbook”?
• Elements PPC 2C, 2D, 3D, 4B
• Require medical record abstraction of data
• Need % of patients meeting the element
(based on a numerator and a denominator)
• Two methods to collect and submit patient data
– Method #1 - report from the electronic system (EHR)
– Method #2 - Record Review Workbook
• Excel workbook included in the ISS
• Tool to identify a sample of patients and abstract data needed for
Elements 2C, 2D, 3D, 4B
Using The Workbook
1. Find Workbook in Survey Tool
2. Download and save file to computer
3. Review instructions and data needed from
patient records
4. Select patient records to review
5. Review patient records for data
6. Enter data in Workbook
7. Enter numerical result in Survey Tool
8. Link Workbook to Survey Tool
Workbook Instructions
Record Review Worksheet
Using the Record Review
Workbook – Demonstration
NCQA’s PCMH Frequently Asked
Questions (FAQ) page
http://www.ncqa.org/tabid/1016/Default.aspx
• This page has lots of good information that
might help to answer some of the specific
questions you’ve been afraid to ask.
Community Care PCMH Team
• David Halpern, MD, MPH
Community Care of North Carolina (CCNC)
• R.W. “Chip” Watkins, MD, MPH, FAAFP
Community Care of North Carolina (CCNC)
• Brent Hazelett, MPA
North Carolina Academy of Family Physicians (NCAFP)
• Elizabeth Walker Kasper, MSPH
North Carolina Healthcare Quality Alliance (NCHQA)
Partners
NCQA Contact Information
Contact NCQA Customer Support to:
• Order FREE Copy of requirements
• Order FREE Application Information
• Purchase ISS Tool
• 1-888-275-7585
Visit NCQA Web Site to:
• View Frequently Asked Questions
• View Recognition Programs Training Schedule
• www.ncqa.org/medicalhome.aspx
Send Questions to: ppc-pcmh@ncqa.org
Questions?
Feel free to contact me:
David Halpern, MD, MPH
(215) 498-4648
dhalpern@n3cn.org