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Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth Lamkin, MHA PACE Healthcare Consulting, LLC July 21, 2016

Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

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Page 1: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Effective C-suite and Physician Advisor Collaboration

Get to Common Goals through Shared Knowledge and Collaborative Approaches

Elizabeth Lamkin, MHAPACE Healthcare Consulting, LLC

July 21, 2016

Page 2: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Objectives

1. To understand the roles and challenges between C-Suite and PA.

2. To learn ways for the C-suite and PAs to manage as a team towards common goal achievement.

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Page 3: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Before We Start!

Example of Two World Views

• Dr. Salvatore “PA is Not A PhysAstrator”

• Administrator Lamkin “PA is an AdminaPhys”

–New evolutionary species

–Half physician leader-half hospital leader

– Leading the way into the future

– But not without protest!

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Page 4: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Will Also Cover Attendee Feedback from Last Year

• “Medical School Shapes Physician Interaction” – meaning individual focus

• “Please go over some of the slides in more detail” referring to organization structure

• “How do we prove PA return on investment (ROI)” – meaning financial return

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Page 5: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

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WHY IS PHYSICIAN HOSPITAL COLLABORATION SO IMPORTANT?

Page 6: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Team Environmental Increasing

• Population Health - Manage the Entire Continuum Including Physicians

• Uncertain Reimbursement

• Use of Technology

• Move from Volume Driven to Value Driven Reimbursement (but still paid on volume)

• Physician Employment

• Shift from Departmental Management to Matrix Management

• COMPLIANCE

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Page 7: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

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THE WHAT, WHEN, WHERE, WHY AND WHO OF COLLABORATION

Page 8: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Building Blocks of all Healthcare Systems

8

Stru

ctu

re

Committee Structure as “Information Highway”

Board

Hospital

Medical Staff

Organizational Structure (Organization Charts)

Hospital

Medical Staff

Information Technology Infrastructure & EMR

(WHAT)

Pro

cess

Board & Hospital Plans (Compliance, Quality, UM)

Committee Minutes

IT Use & Access to Data

Policies and Procedures

Chart Review and Reporting

Education and Training

Rounding for Results

Human Resources & Evaluations

Peer Review

(WHEN, WHERE, WHY)

Peo

ple

Staffing Levels

Staff Knowledge

Staff Training

Accountability

Culture

(WHO)

Continual Measurement and Accountability

Page 9: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

C-Suite and Physician Advisor IntersectionRevenue Cycle Integrity

Business OfficeCare Management

NursingAncillariesHIMSFinance (Correct

Charge Master)

Care Management Physician Advisor NursingAncillaries

Medical StaffClinical StaffClinical DocumentationImprovement (CDI)HIMS CodingIT

FinanceCompliance

FinanceCare Management

Finance

FinanceCare ManagementPhysician AdvisorComplianceFinance

ContractingCare Management/Physician Advisor

Continual Measurement and

Accountability

PACE Healthcare Consulting9

Page 10: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Governing Board

Medical Executive Committee

CEOCompliance Officer

Performance Improvement

Committee

Utilization Review

Committee(KPIs)

Chart Audit Committee

Hospital Departments

(KPIs)

Executive Team

Finance

Compliance Committee

Revenue Cycle Team

Billing/RA Committee

Formal reporting structure

Lines of team collaboration, e.g. information sharing, cross-functional teams, etc.

Peer Review Committee

(KPIs)

Qu

alit

y D

ep

artm

en

t an

d R

ep

ort

ing

Sup

po

rt

Stru

ctu

re, P

roce

ss, a

nd

Peo

ple

Performance Improvement

Teams

Continuous Survey

Readiness Team

Committee Structure

PACE Healthcare Consulting, Developed by Elizabeth Lamkin, PHC10

Page 11: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Physician Utilization Management Committee

11

Utilization Management

Committee

Case Management Department KPIs

Utilization Management

Scorecard

Physician Scorecard Reporting

RAC/Billing Compliance Committee

HIMMS Department

Departments

Committees

Standard Chart ReviewsPeer Chart Reviews

Inter-disciplinary Chart Reviews

• Open • Closed• Special Studies

Quality Department

Information Flow

ScorecardsAnalytics

Business Intelligence & IT

RevenueCycleReporting

PACE Healthcare Consulting, Developed by Elizabeth Lamkin, PHC

Page 12: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Show Your Worth with C-Suite SpeakExcerpt from Physician Advisor Proforma with ROI

PACE Healthcare Consulting, Developed by Elizabeth Lamkin, PHC

12 Template available at www.pacehcc.com or by emailing [email protected]

Page 13: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Show Your Worth with C-Suite SpeakExcerpt from Physician Advisor Proforma with ROI

Values are for illustrative purposes only PACE Healthcare Consulting, Developed by Elizabeth Lamkin, PHC

13 Template available at www.pacehcc.com or by emailing [email protected]

Page 14: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

The Power of the Committee

Pearson's Law: "That which is measured improves. That which is measured and reported improves exponentially." - Karl Pearson

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Page 15: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Conclusion• PA Clinical and Physician Expertise is a Given

• Management Skills Are Now Expected

• A coordinated effort between physicians and hospitals is needed to understand each other

• This is best nurtured by creating formal systems for goal setting, communication and information sharing

• Physician Advisors will have to hold people accountable from both sides of the organization

• Physician Advisors must manage hospital resources and systems to accomplish their jobs

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Page 16: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

The Super PA

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Page 17: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

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THANK YOU!Elizabeth Lamkin

[email protected]

Page 18: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

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ADDENDUM TOOLSFor Herding Groups

Page 19: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Use Agendas to Provide Structure and a System of Accountability for Outcomes

RAC Committee Meeting Agenda

Date: Time/Location:

Facilitator: Care Management Director Record Keeper: Administrative Assistant

Majority of Work is Completed Outside of Committee / Purpose: Committee has Oversight and Accountability of Structure, Process and People Related to RAC and Billing Compliance

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# Topic/Action ItemsTime Limit (minutes)

Tab Responsible

1 Call to Order 1 Chair2 Approve Minutes (distributed via email prior to meeting) 5 A All3 Standing Reports

1) Update on RAC/OIG websites/Issues2) Results of Risk Assessment3) Actual Recoupment for Quarter4) Other External Billing Audits in Process5) Education: a) Staff b) Physicians6) Chart Review (Variances/Trends)7) Revenue Cycle (Denials/Bill Holds) Trends

10 B As assigned

4 Care Management/Physician Advisor Report (Variances)1) Concurrent Chart Review Findings

a) Medical Necessityb) Continued Stayc) Other

2) Physician Issues (Trending Report/No Names)3) Discharge Appropriateness4) Code 44 Usage5) Other issues

10 C Chair and PA

Page 20: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Use Agendas (cont.)

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# Topic/Action ItemsTime Limit (minutes)

Tab Responsible

6 RAC Correspondence1) Pre-payment Audits2) Post Payment Review Results Letters

a) Automated Reviewsb) Complex Reviewsc) Extrapolation

3) Demand Letters 4) Overpayment Amount5) Reserve Set Up6) Notification to Compliance/C-Suite

10 E Revenue Cycle

RAC Coordinator

7 Appeals1) Number of Claims that Meet Criteria for Appeal2) Number of Actual Appeals3) Percent Logged into Internal Appeal Tracking Database4) Report on Active Appeals 5) Report on Appeal Status in Regional RAC Tracking6) Appeals Requiring CEO Approval for Continuance (Cost/Benefit

Analysis)

5 F Care ManagementRAC Coordinator

8 New or Old Business 5 All9 Set time for next meeting 5 Chair10 Adjourn 1 Chair

Page 21: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Utilization Management Committee (UMC)

Example Utilization Management Committee Meeting Agenda

Date: Time/Location:

Chair: Physician

Facilitator: Care Management Director Record Keeper: Administrative Assistant

Majority of Work is Completed Outside of Committee / Purpose: Committee has Oversight and Accountability of Structure, Process and People Related to RAC and Billing Compliance

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# Topic Time Limit (minutes) Tab Responsible1 Call to Order 1 Chair2 Approve Minutes (distributed via email prior to meeting) 5 A All3 Standard Reports/Scorecard:

Admissions/Length of Stay/CMITop Ten DRG’sFocus DRG’sReadmissionsAvoidable DaysDenialsOne Day StaysCompliance with Two-Midnight RuleObservation Bed Status and Hours Transfer Data for inpatient patient and ED Operative and Invasive Procedure ReviewPEPPER Report Summary

20 B All as assigned

Page 22: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

UM Agenda (cont.)

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# Topic Time Limit (minutes) Tab Responsible4 Clinical Protocols

Policy Reviews UR PI initiatives RAC Activity and UpdatesTracking and Trending of Physician UM Performance issuesReferrals to Peer Review

10 E All

5 Customize to Facility Needs 5 F All

6 New or Old Business 5 All7 Set time for next meeting 1 Chair8 Adjourn 1 Chair

Page 23: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Section of UM Scorecard

For full sample scorecard go to www.pacehcc.comor email us at [email protected]

Page 24: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Physician Scorecard Reporting

Metrics related to the Two Midnight Rule can be added to the above table

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Page 25: Effective C-suite and Physician Advisor …Effective C-suite and Physician Advisor Collaboration Get to Common Goals through Shared Knowledge and Collaborative Approaches Elizabeth

Administrative “Charting” Minutes

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