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Michigan Primary Care
   Transformation
Demonstration Project

     March 7, 2012
      Webinar #2
Agenda

   Patient Identification
   Patient Eligibility
   Funding
   Care Management Training
   PDCM Policy Design
   General Conditions of Program Delivery
   Billing Guidelines


                                             2
Patient Identification and
          Eligibility
   Attributed
   Assigned
   All patients and all payers
   Begin to build patient file




                                       3
Practice Transformation, Care
          Manager and P4P Payments
   Medicare
   Medicaid
   Blue Cross
   Blue Care Network




                                          4
MiPCT Meetings

   March 20, 2012 (9am-12noon or 5pm-8pm)
   March 28, 2012 (9am-3pm)




                                             5
Care Manager Training

   Moderate Care Manager
    • Self Management Training
    • Completed by June 30, 2012
    • Approved learning organization that provides
      Certificate or CEU
   Complex Care Manager
    • Geisinger Model Training



                                                     6
Care Manager Training
          Classroom
   25 hour curriculum
    • Pre-work
    • Care Manager Project
   Options
    • Group Orientation: March 27 or 29 (9am – 12noon)
    • April 7, 14, 21, 28
    • May 5, 12, 19, June 2
    • April 3, 10, 24, May 1, 8, 15, 22, 29, June 5, 12, 19
    • April 5, 12, 19, 26, May 3, 10, 17, 24, 31, June 7, 14
                                                               7
Care Manager Training
         Virtual
   25 hour curriculum
    • Pre-work
    • Care Manager Project
   Options
    • Group Orientation: March 27, 28 or 29 (9am – 12noon)
    • Web based interactive
        •April 2, 9, 16, 23, 30, May 7, 14, 21, June 4, 11
        •April 4, 11, 18, 25, May 2, 9, 16, 23, 30, June 6




                                                             8
Care Manager
         Final Assessment
   Two hour final assessment
   June 7, 8, 9, 10 or 17 (9am-10am or 6pm-8pm)
   Morning or evening meeting
   Enrollment dependent




                                                   9
Care Manager Assignment
   Care Managers available
    • Dawn Carroll**
    • Dawn D’Allesandro
    • Margaret Kucinski**
    • Deb Kobayashi
    • Ilene Latasiewicz
    • Kim Roberts (Pediatrics Only)
    • Angie Siegmon
    • Deb Slocum
    • Pam Vaccarelli
                                      10
PDCM Payment Policy

 7 codes for services performed by qualified non-
  physician practitioners
 Payable to approved providers only
 BCBSM will pay the lesser of provider charges or
  BCBSM’s maximum fee
        •PCMH-designation status uplifts of 10% or 20%
        •CNPs or PAs paid at 85%
   No cost share imposed on members EXCEPT
    members with Qualified High Deductible Health
    Plans with a Health Savings Account


                                                         11
PDCM Payment Policy Design

CODE                                                      SERVICE

G9001     Initial assessment

G9002     Individual face-to-face visit (per encounter)

98961     Group visit (2-4 patients) 30 minutes

98962     Group visit (5-8 patients) 30 minutes

98966     Telephone discussion 5-10 minutes

98967     Telephone discussion 11-20 minutes

98968     Telephone discussion 21+ minutes




                                                                    12
General Conditions of Payment
   For billed services to be payable, the following
    conditions apply:
    • The patient must be eligible for PDCM coverage
    • The services must be delivered and billed under the
      auspices of a practice or practice-affiliated PO
      approved by BCBSM for PDCM reimbursement




                                                            13
General Conditions of Payment
   For billed services to be payable, the following
    conditions apply:
        •Based on patient need
        •Ordered by a physician, PA or CNP within the
       approved practice
         •Performed by the appropriate qualified, non-
       physician health care professional employed or
       contracted with the approved practice or PO
         • Billed in accordance with BCBSM billing guidelines
   Non-approved providers billing for PDCM services
    will be subject to audit and recoveries


                                                                14
Patient Eligibility

   The patient must have active BCBSM coverage
    that includes the BlueHealthConnection® Program
    This includes:
    • BCBSM underwritten business
    • ASC (self-funded) groups that elect to participate
    • Medicare Advantage patients (further detail
      forthcoming)




Services billed for non-eligible members will be rejected with provider liability.


                                                                                     15
Patient Eligibility
   Checking eligibility:
      • Eligible members with PDCM coverage will be
        flagged on the monthly patient list
      • Providers should also check normal eligibility
        channels (e.g., WebDENIS, CAREN IVR) to confirm
        BCBSM overall coverage eligibility
   The patient must be an active participant in the
    care plan

    Services billed for non-eligible members will be rejected with provider liability.




                                                                                         16
Patient Eligibility
   The patient must be an active patient under the
    care of a physician, PA or CNP in a PDCM-
    approved practice and referred by that clinician
    for PDCM services
    • No diagnosis restrictions are applied
    • Referral should be based on patient need
   The patient must be an active participant in the
    care plan


Services billed for non-eligible members will be rejected with provider liability.




                                                                                     17
Provider Requirements: Care
          Management Team
 Individuals performing PDCM services must be
  qualified non-physician practitioners employed by
  practices or practice-affiliated POs approved for PDCM
  payments
 The team must consist of:
   • A lead care manager who:
        •Is an RN, licensed MSW, CNP or PA
        •Has completed an MiPCT-accepted training program
    • Other qualified allied health professiona
        •LPN, CDE, RD, nutritionist, clinical pharmacist, respiratory therapist,
      certified asthma educator, certified health educator specialist
      (bachelor’s degree or higher), licensed professional counselor, licensed
      mental health counselor, certified health educator specialist (bachelor’s
      degree or higher), licensed professional counselor, licensed mental
      health counselor

                                                                                   18
Provider Requirements: Care
             Management Team
   Each qualified care team member must:
     • Function within their defined scope of practice
     • Work closely and collaboratively with the patient’s
         clinical care team
     •   Work in concert with BCBSM care management nurses
         as appropriate
    Only lead care managers may perform the initial assessment services
                                 (G9001)




                                                                          19
Provider Requirements: Billing
              and Rendering Provider
                                         Rendering                      Billing
                                          Provider                     Provider

       Practice-based          Physician, CNP or PA within the     Physician practice
                                  PDCM-approved practice

Physician Organization-based                                     PO-based billing entity




 •    PDCM services are only payable to practices or
      POs approved for PDCM reimbursement.
          •For 2012, MiPCT-participating providers only
 •    Two potential models
          •Practice-based care management team
          •Physician-organization-based care management
          team
                                                                                           20
Billing and Documentation:
          General Guidelines
   The following general billing guidelines apply to
    PDCM services:
     • Approved practices/POs only
     • Professional claim
          •7 procedure codes
          •PDCM may be billed with other medical
        services on the same claim
          •PDCM may be billed on the same day as
        other physician services


                                                        21
Billing and Documentation:
     General Guidelines
• No diagnostic restrictions
    •All relevant diagnoses should be identified on
   the claim
• No quantity limits (except G9001)
• No location restrictions
• Documentation demonstrating services were
  necessary and delivered as reported




                                                      22
Initiation of Care Management
               (Comprehensive Assessment)
G9001      Coordinated Care Fee, Initial Rate (per case)

   Payable only when performed by an RN, MSW, CNP or PA with approved level of care management
    training (i.e., lead care manager)
   One assessment per patient per year
   Contacts must add up to at least 30 minutes of discussion
   Assessment should include:
      • Identification of all active diagnoses
      • Assessment of treatment regimens, medications, risk factors, unmet needs, etc.
      • Care plan creation (issues, outcome goals, and planned interventions)
   Billed claims must include:
      • Date of service (date patient is “enrolled” in care management)
      • All active diagnoses identified in the assessment process
   Record documentation must additionally include:
      • Dates, duration, name/credentials of care manager performing the service
      • Formal indication of patient engagement/enrollment
      • Physician coordination and agreement


    NOTE: More detailed requirements/expectations applicable to Medicare Advantage patients are
    under development.


                                                                                                  23
Individual, Face-to-Face Visit

G9002      Coordinated Care Fee, Maintenance rate (per encounter)


   Payable when performed by any qualified care management team member
   No quantity limits
   Encounters must:
     • Be conducted in person
     • Be a substantive, focused discussion pertinent to patient’s care plan
   Claims reporting requirements:
     • Each encounter should be billed on its own claim line
     • All diagnoses relevant to the encounter should be reported
   Record documentation must additionally include:
     • Date, duration, name/credentials of team member performing the service
     • Nature of discussion and pertinent details relevant to care plan (progress, changes, etc.)




                                                                                                    24
Group Education & Training Visit
98961      Education and training for patient self-management for 2-4 patients, 30 minutes
98962      Education and training for patient self-management for 5-8 patients, 30 minutes

   Payable when performed by any qualified care management team member
   No quantity limits
   Each session must:
     • Be conducted in person
     • Have at least two, but no more than eight patients present
     • Include some level of individualized interaction
   Claims reporting requirements:
     • Services should be separately billed for each individual patient
     • Code selection depends upon total number of patient participants in the session
     • Quantity depends upon length of session (reported in thirty minute increments)
     • All diagnoses relevant to the encounter should be reported
   Additional documentation requirements:
     • Dates, duration, name/credentials of care manager performing the service
     • Nature of content/objectives, number of patients present
     • Any updated status on patient’s condition, needs, progress


                                                                                             25
Telephone-based Services
98966      Telephone assessment and management, 5-10 minutes
98967      Telephone assessment and management, 11-20 minutes
98968      Telephone assessment and management, 21+ minutes

   Payable when performed by any qualified care management team member
   No more than one per date of service (if multiple calls are made on the same day, the times spent on
    each call should be combined and reported as a single call)
   Each encounter must:
     • Be conducted by phone
     • Be at least 5 minutes in duration
     • Include a substantive, focused discussion pertinent to patient’s care plan
   Claims reporting requirements
     • Code selection depends upon duration of phone call
     • All diagnoses relevant to the encounter should be reported
   Additional documentation requirements:
     • Dates, duration, name/credentials of care manager performing the call
     • Nature of the discussion and pertinent details regarding updates on patient’s condition, needs,
        progress



                                                                                                           26
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MiPCT Webinar 03/07/2012

  • 1. Michigan Primary Care Transformation Demonstration Project March 7, 2012 Webinar #2
  • 2. Agenda  Patient Identification  Patient Eligibility  Funding  Care Management Training  PDCM Policy Design  General Conditions of Program Delivery  Billing Guidelines 2
  • 3. Patient Identification and Eligibility  Attributed  Assigned  All patients and all payers  Begin to build patient file 3
  • 4. Practice Transformation, Care Manager and P4P Payments  Medicare  Medicaid  Blue Cross  Blue Care Network 4
  • 5. MiPCT Meetings  March 20, 2012 (9am-12noon or 5pm-8pm)  March 28, 2012 (9am-3pm) 5
  • 6. Care Manager Training  Moderate Care Manager • Self Management Training • Completed by June 30, 2012 • Approved learning organization that provides Certificate or CEU  Complex Care Manager • Geisinger Model Training 6
  • 7. Care Manager Training Classroom  25 hour curriculum • Pre-work • Care Manager Project  Options • Group Orientation: March 27 or 29 (9am – 12noon) • April 7, 14, 21, 28 • May 5, 12, 19, June 2 • April 3, 10, 24, May 1, 8, 15, 22, 29, June 5, 12, 19 • April 5, 12, 19, 26, May 3, 10, 17, 24, 31, June 7, 14 7
  • 8. Care Manager Training Virtual  25 hour curriculum • Pre-work • Care Manager Project  Options • Group Orientation: March 27, 28 or 29 (9am – 12noon) • Web based interactive •April 2, 9, 16, 23, 30, May 7, 14, 21, June 4, 11 •April 4, 11, 18, 25, May 2, 9, 16, 23, 30, June 6 8
  • 9. Care Manager Final Assessment  Two hour final assessment  June 7, 8, 9, 10 or 17 (9am-10am or 6pm-8pm)  Morning or evening meeting  Enrollment dependent 9
  • 10. Care Manager Assignment  Care Managers available • Dawn Carroll** • Dawn D’Allesandro • Margaret Kucinski** • Deb Kobayashi • Ilene Latasiewicz • Kim Roberts (Pediatrics Only) • Angie Siegmon • Deb Slocum • Pam Vaccarelli 10
  • 11. PDCM Payment Policy  7 codes for services performed by qualified non- physician practitioners  Payable to approved providers only  BCBSM will pay the lesser of provider charges or BCBSM’s maximum fee •PCMH-designation status uplifts of 10% or 20% •CNPs or PAs paid at 85%  No cost share imposed on members EXCEPT members with Qualified High Deductible Health Plans with a Health Savings Account 11
  • 12. PDCM Payment Policy Design CODE SERVICE G9001 Initial assessment G9002 Individual face-to-face visit (per encounter) 98961 Group visit (2-4 patients) 30 minutes 98962 Group visit (5-8 patients) 30 minutes 98966 Telephone discussion 5-10 minutes 98967 Telephone discussion 11-20 minutes 98968 Telephone discussion 21+ minutes 12
  • 13. General Conditions of Payment  For billed services to be payable, the following conditions apply: • The patient must be eligible for PDCM coverage • The services must be delivered and billed under the auspices of a practice or practice-affiliated PO approved by BCBSM for PDCM reimbursement 13
  • 14. General Conditions of Payment  For billed services to be payable, the following conditions apply: •Based on patient need •Ordered by a physician, PA or CNP within the approved practice •Performed by the appropriate qualified, non- physician health care professional employed or contracted with the approved practice or PO • Billed in accordance with BCBSM billing guidelines  Non-approved providers billing for PDCM services will be subject to audit and recoveries 14
  • 15. Patient Eligibility  The patient must have active BCBSM coverage that includes the BlueHealthConnection® Program This includes: • BCBSM underwritten business • ASC (self-funded) groups that elect to participate • Medicare Advantage patients (further detail forthcoming) Services billed for non-eligible members will be rejected with provider liability. 15
  • 16. Patient Eligibility  Checking eligibility: • Eligible members with PDCM coverage will be flagged on the monthly patient list • Providers should also check normal eligibility channels (e.g., WebDENIS, CAREN IVR) to confirm BCBSM overall coverage eligibility  The patient must be an active participant in the care plan Services billed for non-eligible members will be rejected with provider liability. 16
  • 17. Patient Eligibility  The patient must be an active patient under the care of a physician, PA or CNP in a PDCM- approved practice and referred by that clinician for PDCM services • No diagnosis restrictions are applied • Referral should be based on patient need  The patient must be an active participant in the care plan Services billed for non-eligible members will be rejected with provider liability. 17
  • 18. Provider Requirements: Care Management Team  Individuals performing PDCM services must be qualified non-physician practitioners employed by practices or practice-affiliated POs approved for PDCM payments  The team must consist of: • A lead care manager who: •Is an RN, licensed MSW, CNP or PA •Has completed an MiPCT-accepted training program • Other qualified allied health professiona •LPN, CDE, RD, nutritionist, clinical pharmacist, respiratory therapist, certified asthma educator, certified health educator specialist (bachelor’s degree or higher), licensed professional counselor, licensed mental health counselor, certified health educator specialist (bachelor’s degree or higher), licensed professional counselor, licensed mental health counselor 18
  • 19. Provider Requirements: Care Management Team  Each qualified care team member must: • Function within their defined scope of practice • Work closely and collaboratively with the patient’s clinical care team • Work in concert with BCBSM care management nurses as appropriate Only lead care managers may perform the initial assessment services (G9001) 19
  • 20. Provider Requirements: Billing and Rendering Provider Rendering Billing Provider Provider Practice-based Physician, CNP or PA within the Physician practice PDCM-approved practice Physician Organization-based PO-based billing entity • PDCM services are only payable to practices or POs approved for PDCM reimbursement. •For 2012, MiPCT-participating providers only • Two potential models •Practice-based care management team •Physician-organization-based care management team 20
  • 21. Billing and Documentation: General Guidelines  The following general billing guidelines apply to PDCM services: • Approved practices/POs only • Professional claim •7 procedure codes •PDCM may be billed with other medical services on the same claim •PDCM may be billed on the same day as other physician services 21
  • 22. Billing and Documentation: General Guidelines • No diagnostic restrictions •All relevant diagnoses should be identified on the claim • No quantity limits (except G9001) • No location restrictions • Documentation demonstrating services were necessary and delivered as reported 22
  • 23. Initiation of Care Management (Comprehensive Assessment) G9001 Coordinated Care Fee, Initial Rate (per case)  Payable only when performed by an RN, MSW, CNP or PA with approved level of care management training (i.e., lead care manager)  One assessment per patient per year  Contacts must add up to at least 30 minutes of discussion  Assessment should include: • Identification of all active diagnoses • Assessment of treatment regimens, medications, risk factors, unmet needs, etc. • Care plan creation (issues, outcome goals, and planned interventions)  Billed claims must include: • Date of service (date patient is “enrolled” in care management) • All active diagnoses identified in the assessment process  Record documentation must additionally include: • Dates, duration, name/credentials of care manager performing the service • Formal indication of patient engagement/enrollment • Physician coordination and agreement NOTE: More detailed requirements/expectations applicable to Medicare Advantage patients are under development. 23
  • 24. Individual, Face-to-Face Visit G9002 Coordinated Care Fee, Maintenance rate (per encounter)  Payable when performed by any qualified care management team member  No quantity limits  Encounters must: • Be conducted in person • Be a substantive, focused discussion pertinent to patient’s care plan  Claims reporting requirements: • Each encounter should be billed on its own claim line • All diagnoses relevant to the encounter should be reported  Record documentation must additionally include: • Date, duration, name/credentials of team member performing the service • Nature of discussion and pertinent details relevant to care plan (progress, changes, etc.) 24
  • 25. Group Education & Training Visit 98961 Education and training for patient self-management for 2-4 patients, 30 minutes 98962 Education and training for patient self-management for 5-8 patients, 30 minutes  Payable when performed by any qualified care management team member  No quantity limits  Each session must: • Be conducted in person • Have at least two, but no more than eight patients present • Include some level of individualized interaction  Claims reporting requirements: • Services should be separately billed for each individual patient • Code selection depends upon total number of patient participants in the session • Quantity depends upon length of session (reported in thirty minute increments) • All diagnoses relevant to the encounter should be reported  Additional documentation requirements: • Dates, duration, name/credentials of care manager performing the service • Nature of content/objectives, number of patients present • Any updated status on patient’s condition, needs, progress 25
  • 26. Telephone-based Services 98966 Telephone assessment and management, 5-10 minutes 98967 Telephone assessment and management, 11-20 minutes 98968 Telephone assessment and management, 21+ minutes  Payable when performed by any qualified care management team member  No more than one per date of service (if multiple calls are made on the same day, the times spent on each call should be combined and reported as a single call)  Each encounter must: • Be conducted by phone • Be at least 5 minutes in duration • Include a substantive, focused discussion pertinent to patient’s care plan  Claims reporting requirements • Code selection depends upon duration of phone call • All diagnoses relevant to the encounter should be reported  Additional documentation requirements: • Dates, duration, name/credentials of care manager performing the call • Nature of the discussion and pertinent details regarding updates on patient’s condition, needs, progress 26