Patient Education, Engagement and Interactivity Tools Help Hospitals Achieve Stage 2 Meaningful Use Compliance

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With final stage 2 rules for satisfying meaningful use requirements issued in early September, several of these initiatives focus on the importance of patient education and engagement, care coordination and efficiency.

Beyond improved clinical outcomes and patient satisfaction, the incentive currently driving meaningful use is government subsidies for implementing the technology and compliance changes. Non-compliance in the future will be penalized through withheld reimbursements for hospitals, healthcare organizations and physicians who fail to achieve meaningful use in the required timeframe.

Under the rule for stage 2, all stage 1 items will become mandatory, the scope of many stage 1 measures will be increased, and providers will be responsible for meeting new requirements linked to care coordination and patient engagement. Additionally, the requirements for the adoption of certified technology enable the capture and sharing of health-related information to advance clinical processes and drive improved patient outcomes, and many of these criteria actually are driven by patient engagement initiatives.

Under the final stage 2 rule, providers have more time to meet the stage 2 criteria. A provider that attested to stage 1 of meaningful use in 2011 would attest to stage 2 in 2014, instead of in 2013, as was outlined in the original timeline from CMS. That's good news, because stage 2 implementation now slows down the process enough to give physicians and hospitals a chance to get on board. But, it also shifts the focus so that providers start using electronic health records in ways that engage their patients, share their data and measure quality in more comprehensive and aggressive ways.

Still, while this might be a reprieve, it's not an excuse for delay. In preparation for meeting the rules for stage 2, hospitals need to prepare for these evolving compliance requirements as soon as possible. Those who resist or do not take quick action face the risk of penalties for non-compliance if unforeseen issues or delays prevent requirements from being implemented on time.

The nature of new requirements for stage 2

Many of the entirely new measures for stage 2 put greater emphasis on care coordination. The new measures also require additional capabilities and processes related to patient engagement. For hospitals, stage 1 measures related to patient engagement were limited to patients who asked for an electronic copy of their health information or discharge instructions. According to CMS, providers have earned more than $6 billion to date in incentive payments for voluntary stage 1 meaningful use compliance involving electronic health records.

In stage 2, hospitals are responsible for an entirely new measure requiring that hospitals make electronic access to health information available to more than 50 percent of their patients and that at least 5 percent of emergency or hospitalized patients actually download, view or transmit to a third-party information about their hospital admission.

Another important aspect of meaningful use involves healthcare IT implementation, which generates useful information and translates that information into knowledge. This, theoretically, leads to improved clinical outcomes that result in reduced readmissions, shortened length of stay, improved patient satisfaction, clinical efficiencies and other processes that help keep the patient engaged in his or her recovery and continued health and wellness.

Stage 2 quality measurement segments include:
Reactions to the requirements have been mixed. Prior to CMS' release of the stage 2 final requirements (i.e., in response to its preliminary rule), the American Hospital Association warned CMS that the proposed requirements for stage 2 were not feasible, especially in light of the fact that more than 80 percent of hospitals had not attained stage 1. The College of Healthcare Information Management Executives also had said the preliminary stage 2 criteria were "overly ambitious."

Now, following release of the final stage 2 criteria, reaction is mixed. For example, the AHA wasn't appeased. In its statement following the new requirements, the AHA said it was "disappointed that this rule sets an unrealistic date by which hospitals must achieve the initial meaningful use requirements to avoid penalties." CMS, the statement complained, "complicated the reporting of clinical quality measures and added to the meaningful use objectives, creating significant new burdens."

In contrast, a senior spokesperson at the American Health Information Management Association, in its statement, praised the rules for allowing the stage 2 meaningful use requirements to begin in 2014, instead of the previously proposed 2013 start date. "We were happy to see CMS acknowledge and continue to make efforts to align meaningful use quality reporting requirements with other quality reporting programs to reduce duplication and reporting burden," AHIMA commented.

The Medical Group Management Association weighed in as well. "Overall, we're pleased that [CMS has] removed the administrative burden on eligible professionals on allowing groups to report batch information for certain measures," the organization said in its statement, which also praised CMS for decreasing certain patient engagement thresholds, such as lowering from 10 percent to 5 percent the required threshold for providing patients with the ability to view, download or share their online health information.

However, MGMA also noted that the requirement still poses challenges because implementing an online portal can be costly, and healthcare providers must rely on patients to use the tool.

Efforts should focus on — and fund — what is already working

As the debate continues, many hospitals already are using patient education, engagement and interactivity tools to increase compliance and understanding, enhance care coordination, measure service responsiveness and improve clinical outcomes. These outcomes include reduced readmissions, better post-discharge planning and improved patient satisfaction ratings. While many of hospitals' efforts in these areas are not yet required by meaningful use rules, they do demonstrate other ways hospitals are focusing on patient engagement. However, while these practices are proving beneficial to patients, their families and hospitals' bottom lines, they often are not properly coordinated or tracked, nor are they provided needed resources.

Diane C. Moyer, MS, RN, is president of the Health Care Education Association, a national non-profit, multi-disciplinary professional organization of healthcare educators. She also serves as associate director of health system patient education for The Ohio State University Wexner Medical Center in Columbus, Ohio. HCEA, she explains, is dedicated to improving healthcare through evidence-based education, resource development and communication.

"Everyone has similar standards for patient education, but we use a variety of different resources, vendors, customized in-house and off-the-shelf third-party solutions for educating patients, and different tools for documentation," Ms. Moyer says. "Our intentions are good and the information is useful and valued, but this 'mish mosh' of execution makes it difficult — if not impossible — to measure effectiveness, share best practices and demonstrate a clear return on investment."

This lack of consistency, Ms. Moyer explains, becomes more complex when you consider the assortment of specialists who all share responsibility for patient education. That includes nurses — who, she says, are the primary educators — as well as physicians, dedicated patient educators, therapists, pharmacists, dietitians, social workers and more.

"In some ways," Ms. Moyer reflects, "We have taken a step back because our systems are not flexible enough to capture all the needed data without extensive documentation by clinicians and time to find and review the notes across disciplines. For example, some hospitals capture patient education participation electronically, and even use simple interactive bedside or online tests to verify comprehension. Often this information is not easily or automatically retrievable, is not connected to a primary resource like an electronic medical record and is not shared among those educating the patients. This disconnection includes gaps involving patient education and discharge information, particularly as they relate to inpatient and outpatient care."

By "patient education participation," Ms. Moyer is referring to how hospitals assign specific educational information and on-demand videos or digitized broadcasts to patients, based on their identified learning needs. For instance, a patient who is in the hospital for heart surgery may be assigned videos detailing specific aspects of his or her disease, as well as programming on medications, exercise, nutrition, rehabilitation, relaxation and related subjects. Both the patient and the family can view this information, which helps them better understand their challenges and plan appropriate post-discharge care. At the same time, these patient engagement efforts support other clinical initiatives and help the organization meet compliance requirements.

Ms. Moyer credits these types of tools, as well as follow-up questioning and additional evaluation by nurses, physicians and other clinicians, as critical for helping patients comprehend their medical issues and take better care of themselves after they have been discharged. Most patients, Moyer stresses, are not "at their best" when in the hospital. They are frightened, anxious, sedated and often afraid to ask questions or admit they do not understand the complexities of their illness or what is expected of them. The ability to duplicate their curriculum at home, she adds, is a nice advantage to these systems.

But providing the resources is not the same as providing good education, she stresses, and in the rush to get things done, educational materials may be given to patients with little explanation or opportunity to ask questions or practice the care. Health literacy issues also play a big role in patients' understanding of their care, and not all providers simplify the communication or check that the patient really does understand what needs to be done when they go home.

Ensuring that comprehensive print and video materials are available, particularly in languages specific to the community being served, can be expensive and time consuming. Often there are no take-home resources in non-English languages. More worrisome, Ms. Moyer points out, is that there are no federal funds for reimbursement of interpretation or translation fees, so these materials and services add significant costs to doing business, even though it is the right — and smart — thing to do for patient safety and quality care.

"Detailed, coordinated patient education involving patients and their families in understanding their roles in recovery and long-term health is essential," she says. "Most patient education specialists would advocate for evaluation of patient/family learning. Can they show you how to change the dressing? Can they tell you what they would do if the tube fell out? Who would they call if they had a problem? Do they understand warning signs before it escalates to the point where that patient is back in the emergency room?"

Interactive learning tools that inform patients and their families on these scenarios or skills and check comprehension are absolutely critical, but they require resources to implement, explains Ms. Moyer. "Providers of interactive patient education tools can offer a scalable solution to aid hospitals in their integration, thus providing immediate value, a manageable installation and a sustained return on investment. As technology improves, enhanced connectivity and better ways to guide patients to credible, plain language health resources outside the hospital will be invaluable. "That," she adds, "would truly be meaningful use."

Jodi DeMarco is the interactive brand manager for TeleHealth Services. She has spent more than a decade in the hospital/patient setting serving as project manager for patient education at the Cleveland Clinic, and as an adjunct professor at several universities. Ms. DeMarco has a bachelor’s degree in community health education, a master’s degree in health science and a doctorate degree in health science. She is a certified health education specialist and a member of Ohio SOPHE.

More Articles on Meaningful Use:

Meaningful Use Deadline for Registration, Attestation in FY 2012 is Nov. 30
CMS Releases Stage 2 Meaningful Use Specification Sheets
Meaningful Use Stage 3 Recommendations to Be Released for Public Comment


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