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HomeMy WebLinkAboutMINUTES - 12201994 - 1.88 FI Ta BOARD OF SUPERVISORS FROM: Mark Finucane, Contra Health Services Director Cor„}„ DATE: December 2, 1994 �* SUBJECT: Approval of Contra Costa Health Plan's Quality Management �• Plan SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND AND JUSTIFICATION I. RECOMMENDED ACTION APPROVE the 'Contra Costa Health Plan Quality Management Plan which has received approval from State Department of Health Services and Contra Costa Health Plan Advisory Board. AUTHORIZE that Contra Costa Health Plan's Quality Management Plan is to cover health care provided to Contra Costa Health Plan members, including all Health Services Department services and all authorized out-of-plan care. ESTABLISH the Contra Costa Health Plan Integrated Quality Assessment Committee and DELEGATE the Board of Supervisors' quality management functions to that body. The Integrated Quality Assessment Committee will consist of at least eight members: Contra Costa Health Plan Executive Director Contra Costa Health Plan Medical Director Merrithew Memorial Hospital & Clinics Medical Staff President Merrithew Memorial Hospital & Clinics Executive Director Member of the Board of Supervisors Community Provider Public Health Division Representative Mental Health Division Representative APPOINT the Contra Costa Health Plan Medical Director as the individual responsible and accountable for the operation of Contra Costa Health Plan's Quality Management Plan. The Medical Director of Contra Costa Health Plan will review and approve all quality management documents before they are forwarded by the Integrated Quality Assessment Committee to the Board of Supervisors for their review and approval. CONTINUED ON ATTACHMENT: X YES SIGNATURE: t RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE APPROVE OTHER SIGNATURE(S): ACTION OF BOARD ON aa ,,M-661!k aoJIT) APPROVED AS RECOMMENDED OTHER VOTE OF SUPERVISORS I HEREBY CERTIFY THAT THIS IS A TRUE UNANIMOUS (ABSENT AND CORRECT COPY OF AN ACTION TAKEN AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN. cc,. ATTESTED Milt S. Camhi, Executive Director PHIL BATCHELOR, CLERK OF THE BOARD OF Health Services Administration SUPERVISORS AND COUNTY ADMINISTRATOR M382/7-83 BY 0 A ,DEPUTY Page 2 II. FINANCIAL IMPACT Expenses of the Contra Costa Health Plan Quality Management Plan will be paid by member premiums. III. REASONS FOR RECOMMENDATION/BACKGROUND Both the State Department of Health Services and the State Department of Corporations require that Contra Costa Health Plan establish an internal Quality Management Plan for its members. The State Department of Health Services requires that all Medi- Cal Prepaid Health Plan (PHP) contractors have an approved Quality Assessment and Improvement Plan (QAIP) . This plan must include all services for Contra Costa Health Plan members including those provided by all divisions of the Health Services Department and all authorized out-of-plan care. The Department of Corporations also requires that to move forward with Medi-Cal managed care, including establishing the Local Initiative, that Contra Costa Health Plan must have a Quality Management Plan. The establishment of the Contra Costa Health Plan Integrated Quality Assessment Committee and the appointment of the Contra Costa Health Plan Medical Director as the individual responsible and accountable for Contra Costa Health Plan Quality Management will provide the mechanisms the State requires for an approvable Quality Assessment and Improvement Plan. 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TABLE OF CONTENTS PAGE SECTION I: WRITTEN QUALITY MANAGEMENT PLAN DESCRIPTION A. GOALS AND OBJECTIVES 1-2 B. ORGANIZATIONAL STRUCTURE 2-5 1. INTEGRATED QUALITY ASSURANCE 3 COMMITTEE 2. CCHP ADVISORY BOARD 4 3. CCHP QUALITY COUNCIL 4-8 C. SCOPE OF CARE/SERVICES 8-9 D. SPECIFIC ACTIVITIES 9-15 1. ADVERSE EVENT REVIEW 9 2. SENTINEL DIAGNOSIS REVIEW 9-10 3. AMBULATORY MEDICAL RECORD REVIEW 10-11 4. PREVENTIVE CARE GUIDELINES REVIEW 11 5. QUALITY MEASUREMENT STUDIES 11-12 6. COMPLAINTS AND GRIEVANCE REVIEW 12 7. CREDENTIALING/RECREDENTIALING 12-13 8. RISK MANAGEMENT 13-14 9. PATIENT SATISFACTION SURVEYS 14 10. MEMBER SATISFACTION SURVEYS 14 11. PROVIDER SATISFACTION SURVEYS 15 12. OTHER QUALITY ASSESSMENT ACTIVITIES 15 E. INDIVIDUALS RESPONSIBLE FOR THE QUALITY 15-18 REVIEWS AND QA ACTIVITIES 1. MEDICAL DIRECTOR 15-16 2. QUALITY MANAGEMENT/UM COORDINATOR 16-17 F. CONTINUOUS ACTIVITY 18 G. PROVIDER REVIEW 19 H. FOCUS ON HEALTH OUTCOMES 19 I. CCHP WORKPLAN 1994-95 19 PAGE SECTION II: QUALITY KANAGEMENT PROCESS 20 ft A. SPECIFICATIONS OF CLINICAL OR HEALTH 20 SERVICES DELIVERY AREAS OF CONCERN B. USE OF QUALITY INDICATORS 20-21 C. USE OF CLINICAL CARE STANDARDS/PRACTICE 21-22 GUIDELINES D. ANALYSIS OF CLINICAL CARE AND RELATED 22 SERVICES E. IMPLEMENTATION OF REMEDIAL/CORRECTIVE 22 ACTIONS F. ASSESSMENT OF EFFECTIVENESS OF CORRECTIVE 22-23 ACTIONS G. EVALUATION OF CONTINUITY AND EFFECTIVENESS 23 OF THE QMP SECTION III: ACCOUNTABILITY TO THE GOVERNING BODY 24 SECTION IV: ENROLLEE RIGHTS AND RESPONSIBILITIES 25 A. WRITTEN POLICY ON ENROLLEE RIGHTS 25 B. WRITTEN POLICY ON ENROLLEE RESPONSIBILITIES 25 C. COMMUNICATION OF POLICIES TO PROVIDERS 25 D. COMMUNICATION OF POLICIES TO 26 ENROLLEES/MEMBERS E. ENROLLEE/MEMBER GRIEVANCE PROCEDURES 26-27 F. ENROLLEE/MEMBER SUGGESTIONS 27 G. STEPS TO ASSURE ACCESSIBILITY OF SERVICES 27 H. WRITTEN INFORMATION FOR MEMBERS 27 I. CONFIDENTIALITY OF PATIENT INFORMATION 27-28 J. TREATMENT OF MINORS 28 K. ASSESSMENT OF MEMBER SATISFACTION 28-29 PAGE SECTION V: STANDARDS FOR AVAILABILITY AND ACCESSIBILITY 30 A. ADVICE NURSE PROGRAM 30 SECTION VI: MEDICAL RECORDS STANDARDS 31 A. ACCESSIBILITY AND AVAILABILITY OF MEDICAL 31 RECORDS B. RECORD KEEPING 31-32 C. RECORD REVIEW PROCESS 32 SECTION VII: UTIL12ATION REVIEW 33 A. PLAN DESCRIPTION 33 1. PURPOSE 33 2. GOALS 33 3. OBJECTIVES 33 B. ORGANIZATION STRUCTURE 33-34 C. PLAN ACTIVITIES 34 D. CONCURRENT REVIEW 34-35 E. RETROSPECTIVE REVIEW 35 SECTION VIZI: CONTINUITY OF CARE SYSTEM 36 SECTION IB: QMP DOCUMENTATION 37 A. SCOPE 37 B. MAINTENANCE AND AVAILABILITY 37 OF DOCUMENTATION SECTION %: COORDINATION OF QA ACTIVITIES WITH OTHER 38 MANAGEMENT ACTIVITY $URRS:TABLCONT.QA Contra Costa Health Plan Quality Assurance Improvement Plan ATTACHMENTS A. ORGANIZATIONAL STRUCTURE OF CCHP QUALILTY MANAGMU NT PLAN B. CCHP ADVISORY BOARD BY-LAWS AND COMMISSION ORDERS AND ROSTER C. AMBULATORY MEDICAL RECORD REVIEW FORMS AND GUIDELINES D. CCHP DESCRIPTION OF MIS AND OTHER FUNCTIONS E. CREDENTIALING/RECREDENTIALING GUIDELINES F. MEMORANDUM OF UNDERSTANDING BETWEEN CCHP AND MMH&C REGARDING DELEGATION G. QA COORDINATOR JOB DESCRIPTION H. MMH&C QUALITY ASSURANCE PLAN I. CCHP SERVICE PROTOCOLS J. WORKPLAN FOR CCHP QMP, 1994-95 K. CCHP BABY TRACKING PROGRAM L. CCHP QMP PROCESS DIAGRAM M. EVIDENCE OF COVERAGE DOCUMENT N. MEMBER HANDBOOK O. CONFIDENTIALITY POLICY P. PATIENTS RIGHTS REGARDING MEDICAL TREATMENT Q. ACCESS STANDARDS R. ADVICE NURSE QA/UM PLAN AND SURVEY REPORT CARD S. PATIENT BILL OF RIGHTS AND RESPONSIBILITIES T. PATIENT ACCESS TO MEDICAL RECORDS U. CCHP MEMBER SATISFACTION SURVEY V. CCHP QUALITY MANAGEMENT "TOOLS" W. BOARD OF SUPERVISORS ORDER DELEGATING QA X. ORGANIZATIONAL STRUCTURE OF OFFICE OF MEDICAL DIRECTOR SUM ATTACIO SECTION I: WRITTEN QUALITY MANAGEMENT PLAN DESCRIPTION (QNP) The purpose of the Contra Costa Health Plan (hereafter called CCHP) Quality Management Plan is to objectively evaluate, systematically monitor, and continually improve the quality of care and services provided to the enrollees. In collaboration with providers, CCHP will establish clinical and service standards which will serve as benchmarks for measurement and improvement. Quality management will encompass all functional disciplines of the Health Plan. A. GOALS AND OBJECTIVES 1. To facilitate a partnership with CCHP and its providers, members and Health Plan managers for the continuous improvement of quality health care delivery. a. Promote and build quality into the Health Plan's organizational structure and processes. b. CCHP will conduct ongoing communication and training of its staff in areas related to quality improvement activities. 2. CCHP will provide ongoing monitoring and evaluation of patient care and services to ensure that care provided the Plan members meets the requirements of good medical practice and is positively perceived by Health Plan members and associated providers. a. Develop, implement, and evaluate guidelines of medical practice. b. Develop medical care administrative guidelines related to quality management activities (i.e. , access/availability, credentialing/recredentialing, peer review, etc. ) C. CCHP will survey both Health Plan members as well as providers regarding satisfaction with the quality of services provided. 3. CCHP will ensure prompt identification and analysis of opportunities for improvement and implement a remedial plan of action and follow up. a. Identify and assess relevant aspects, problems and concerns of health care services available to the Health Plan members. b. Continually review and improve the CCHP Quality Assurance and Improvement Plan. C. Give periodic feedback to the Health Plan 2 customers/members and providers regarding measurement and' outcome of quality assurance and improvement activities. 4. By enhancing the scope of the Contra Costa County Health Services Risk Management program, CCHP will incorporate all service areas in the community as the result of expansion and will: a. Define risk program parameters by incident/occurrence type. b. Trend incidents/occurrences for evaluation by the Quality Council/Medical Director/Executive Director. C. Work jointly with the existing Risk Management Committee at Merrithew Memorial Hospital and Clinics (hereafter called MMH&C) to develop Risk Management educational/prevention activities. 5. CCHP will maintain compliance with local, state, and national regulatory requirements. CCHP will apply for relevant accreditation. a. Monitor regulatory requirements for Quality Assurance/Risk Management and respond accordingly. b. Ensure that the reporting system provides adequate information for meeting regulatory external review requirements. 6. The Quality Management Plan will create and issue reports of its activities to the Integrated Quality Assessment Committee and the Board of Supervisors. B. ORGANIZATIONAL STRUCTURE The organization of CCHP's QMP reflects the uniqueness found within the Contra Costa County Health Services Department. The county owns and operates MMH&C and has established a Federally qualified, Knox-Keene licensed HMO within its health services department. The Contra Costa County Board of Supervisors serves as the governing body for the hospital and clinics, all Public Health operations, and the HMO. The physician and non-physician providers are employees of Contra Costa County and work directly for MMH&C, which provides approximately 85% of the care provided to CCHP members. The remainder of care is provided by out-of-plan hospitals and providers. All physicians must be members of the Medical Staff, which is governed by a specific set of bylaws. They ultimately report to the Board of Supervisors. In the past, 3 the Board of Supervisors has delegated Quality Management activities to the Medical Staff. Until the recent past, CCHP has relied on the existing, and continually improvinc 9 Quality Assurance Plan of MMH&C and the Medical Staff Due to recent audit findings, CCHP s Se ng" heYcl..... ir'ectly responsible for the quality of care and service received by their members and must have its own internal Quality Management Plan. This has necessitated organizational changes to accommodate the required authority that CCHP needs from the Board of Supervisors to accomplish its Quality Management Plan. The organizational structure found indtc + '` has management approval in principle, but is pending i'okkdl`b.oard approval. The key components of the QMP are: 1. A new INTEGRATED QUALITY ASSURANCE COMMITTEE (IQAC) will be formed to which the County Board of Supervisors will delegate the responsibility for the quality of medical care and services received by Health Plan members anywhere in the county-wide delivery system, or with any contracted community hospital, medical group, IPA, or individual provider. This committee will have broad multi-disciplinary representation and will include governing board members, community provider, CCHP Executive Director and Medical Director (or designee) , and a representative from the MMH&C Medical Staff and Hospital Administration. Committee Responsibilities: a. Approve the CCHP QMP and periodic updates b. Receive quarterly reports from the CCHP Quality Council, review progress on the QMP workplan, and resolve issues brought to the committee, or make recommendations to the Board of Supervisors as required. C. Approve recommendations from the Credentialing Committee, or to serve as an appeal board for contested denials of credentialing by any provider. d. To review an annual QMP report and submit it to the Board of Supervisors for approval. e. To provide support to the Quality Council regarding issues requiring the cooperation of various divisions and clinical operations and has the 4 authority to ensure that the mission of CCHP's QMP is accomplished. 2. CONTRA COSTA HEALTH PLAN ADVISORY BOARD The CCHP Advisory Board was created by an order of the Contra Costa Board of Supervisors on January 16, 1979 "S+e ..:.... ' tChY& lE #3 >' t'a ;'#Z`...? ...� ,5 'Y .�sL?: ............Ai�v sory""'Board`' hasbroadoversigtit'' 'functions`''"'and advises the Health Plan on policy decisions, provides input from the community and enrollees, reviews the financial plan, rate setting, marketing, provider relations surveys, etc. It will review and approve the CCHP Quality Assurance and Improvement Plan, and the annual work plan, and monitor the progress through regular reports from the Quality Council. The CCHP Advisory Board has a membership position for a Medi-Cal Health Plan member. This representative, along with other community representatives, will ensure that the special needs of the Medi-Cal membership are addressed by the Health Plan. The CCHP Advisory Board will forward the approved reports from the Quality Council to the Integrated Quality Assessment Committee. The Advisory Board reports directly to the Board of Supervisors, but for the purposes of Quality Assurance it will pass the reports and information to the IQAC. The current membership of the CCHP Advisory Board is found in Attachment B. 3. THE CCHP QUALITY COUNCIL The CCHP Quality Council is the primary working committee of the QMP. This group will meet at least bi-monthly to receive and evaluate information from the CCHP Quality Management Plan Coordinator for all delegated Quality Management activities and perform non-delegated• Quality Management functions for the contracted providers, e.g. , community clinics, Planned Parenthood facilities, and individually contracted primary care and specialty physicians and ancillary services which do not have an internal Quality Management Plan. This group will receive and evaluate reports from the CCHP Credentialing Committee, Utilization Committee, Member Relations, and Provider Relations. 5 MEMBERSHIP: CCHP Medical Director (Chair) Member Relations Provider Relations Advice Nurse Manager Pharmacy Representative Two Primary Care Physicians (one from the community) Two Specialty Physicians (Obstetrics and Pediatrics) CCHP Assistant Medical Director CCHP Quality Management Plan Coordinator The committee membership appointments, where possible, will be for two years, staggered in the case of medical providers, to ensure appropriate continuity within the committee. The group will be staffed by the CCHP Quality Management/Utilization Coordinator. A. COUNCIL RESPONSIBILITIES: 1. Develop and submit to the IQAC a workplan for the coming year. 2. Receive and evaluate QM reports on a quarterly basis from all delegated QM committees and ensure that the delegated QM activities comply with all regulatory standards required for delegated activities. Feedback will be given to delegated QM committees regarding identified problems, and follow up with the Quality Council will ensure resolution of any quality problems. 3. Give assistance and direction through the Quality Management Plan Coordinator to all Quality Management committees regarding the development of quality indicators. Because of the potential of multiple practice locations and types, the use of identical clinical indicators will add consistency across the delivery system and allow the development of a larger data base. 4. Integrate information received from Member Relations, Provider Relations, and Utilization Management into the QM workplan. Opportunities can be identified to improve the quality of medical care and service, address access issues for all regions of the plan, improve continuity of care and appropriateness of care. 5. Assist the Medical. Director in developing strategies to address identified problems with the various 6 provider groups. In the case of issues with MMH&C providers, the Medical Director will take those issues directly to the Medical Staff Executive Committee for resolution. The Quality Council will follow each issue to ensure resolution satisfactory to the Council. 6. The Quality Council will collate information from all delegated QM activities and its own activities into a quarterly report for the IQAC committee. At the end of each year, the Quality Council will submit an annual report to IQAC for review, approval, and submission to the Board of Supervisors. 7. Since the majority of QM activity with providers will be delegated to the MMH&C QM Committee, the CCHP Quality Council, through the assistance of the CCHP QM/UM Coordinator, will work closely with their staff to coordinate special projects, develop meaningful quality indicators across the delivery system, and incorporate CCHP member and provider survey information. These efforts will be accomplished in the format of continuous quality improvement. 8. Utilization information collected by CCHP will be collated with the MIS of MMH&C to examine quality through utilization management perspectives. Special analysis attention will be paid to identify over, as well as under- utilization of resources. Outcome measures will be reported using HEDIS standards. 9. Standards/practice guidelines used in the CCHP QMP will be updated upon the availability of new information or regulatory standards. 10. The Quality Council is responsible for taking appropriate remedial action whenever, as determined under the CCHP QMP, inappropriate or substandard services are furnished, or services that should have been furnished were not. Examples are: a. Documented evidence of inappropriate provider or staff behavior. b. Delay in diagnosis. C. Peer reviewed evidence of poor quality care. d. Evidence of withholding of a valid member benefit. 7 e. Inadequate access to emergent or urgent care. f. System failure resulting in poor quality of care or service. g. Utilization information showing over or under- utilization of medical services, especially specialty referrals. h. Inappropriate use of hospital resources and other hospital oriented issues discovered through use of quality indicators. 11. The Quality Council is responsible for the logistics of corrective action. These include: a. Specification of person(s) or body responsible for making the final determination regarding quality problems. b. Specific actions to be taken. C. Provision of feedback to appropriate health professionals, providers, and staff. d. Determine the schedule and accountability for implementing corrective actions. e. Should corrective action not be successful in the allotted time, modifications of the corrective action take place as appropriate. f. Total inability to achieve corrective action will result in the recommendation to the Medical Director and the CCHP Advisory Board that the specific affiliation identified be terminated for cause per specification of the provider contract. 12. The Quality Council is responsible for all delegated QM activities: a. Delegated activities such as credentialing and other QM functions are governed by contract agreements. The authority and responsibility of the delegated functions remains with the CCHP. b. The entities to whom activities have been delegated will provide the Quality Council with periodic reports of those activities, and all files and records of those activities must be available for CCHP review upon their request. C. The QM/UM Coordinator is responsible for obtaining reports, at least semi-annually, from the delegated entities, and submitting these reports to the Quality Council for comparison with CCHP QMP standards and to ascertain the quality of care or activity being provided: 8 d. The Quality Council will evaluate and approve quality improvement plans so delegated and will review these plans at least annually. 13. The Quality Council will review the quarterly QM report from the Advice Nurse Program and provide direction in setting quality indicators for this program or specific quality studies. C. SCOPE OF CARE/SERVICES In order to fulfill the goals and objectives of this plan and to efficiently utilize resources, the CCHP Quality Management Plan functions as an integrated activity within the Health Plan. This includes interactions with "the Clinical Health Services, Provider Relations, Claims Department, and Member Services Departments. Direct attention will be given to high volume, high risk areas of patient care and service. CCHP has developed SERVICE PROTOCOLS in each of these areas. These protocols include: 1) Service Strategy, 2) Service Standard, and 3) Service Audit "4t4ttat2rit < j. .:; :., ....,,,..,.......................�,..w:.�;:,w..;.. Review activities will encompass the following: 1. Quality and utilization of clinical care and services, including inpatient and outpatient, provided by hospitals, staff and contracted primary care and specialty physicians and ancillary providers, such as home health, dental, hospice care, and the like. Special attention will be given to the needs of minority groups with special cultural and language needs. 2. Continuity and coordination of care will be evaluated, with attention to under or over utilization. 3. Review of the Health Plan administrative services. This will include credentialing, utilization management, quality management, and risk management. 4. Evaluation and monitoring of member and provider satisfaction information. The review will include member/provider perceptions and outcomes of care to members. 5. Access to routine, urgent, and emergency care will be evaluated against Health Plan and regulatory standards. 6. Environmental Safety and Infection Control will be monitored in two ways: Delegated - Merrithew Memorial Hospital and Clinics is accredited by JCHO for all in and out patient facilities and must be in compliance with Federal, State and local regulations. 9 This delegated activity is monitored through the QMP Coordinator by the CCHP Quality Council. The second way applies to all new sites developed by CCHP. These sites must undergo initial evaluation for Environmental Safety and Infection Control using the most current available DHS "tool", checklists, and records. This will be done by the office of the Medical Director, _ supervised by the QMP Coordinator. Ongoing evaluation must also be done according to current DHS regulations, using the appropriate tools, and this activity will be supervised by and reported to the CCHP Quality Council. D. SPECIFIC ACTIVITIES The CCHP Quality Management Plan activities utilize a variety of mechanisms to measure and evaluate the total scope of services provided to CCHP members. The following activities are used to conduct reviews that reflect important aspects of care: 1. ADVERSE EVENT REVIEW The objectives of the Adverse Event R@view are: 1) to identify patterns of adverse events that suggest opportunities for process improvement, and 2) to ensure that the individual cases identified as risk management issues are reviewed by the Health Plan Medical Director. Partial List of Adverse Events: .Unanticipated death .Unplanned readmission to the hospital within 30 days .Unplanned return to the operating room .Unplanned transfer to a higher level of care .Admission following ambulatory surgery .Neurological deficits not present on admission .Neonatal Intensive Care Unit admissions 2. SENTINEL DIAGNOSIS REVIEW The objectives of the Sentinel Diagnosis Review are: 1) to identify patterns of adverse events that suggest opportunities for process improvement, and 2) to insure that individual cases identified as risk management issues are reviewed by the Health Plan Medical Director. A Sentinel Diagnosis is a marker condition where timely and appropriate medical management, patient education, and other outpatient therapies should result in patients being managed successfully in the ambulatory setting with little 10 need for hospitalization. The inpatient record is the source of data for the review. Partial List of Sentinel Diagnoses: Diabetic Ketoacidosis Perforated/Abscessed Appendix Stroke or TIA Drug Toxicity Allergy Hypokalemia Asthma Prematurity 3. AMBULATORY MEDICAL RECORD REVIEW The objectives of the Ambulatory Medical Record Review (AMRR) are: 1) to evaluate the structural integrity of the medical record, and 2) to evaluate ambulatory medical record documentation for the presence of information that conforms to good medical practice and is necessary to provide quality care. The concepts of structural integrity and information necessary to conform to good medical practice are operationalized through the use of indicators identified in the AMRR assessment instrument ►C } . For capitated network providers, twenty (or statistically valid sampling) of randomly selected ambulatory medical records of Primary Care Physicians with panels of 100 members or more are reviewed annually. For PCPs with panels of less than 100 members, a random sampling method is used. Data is collected by clinical reviewers trained in the use of the AMRR instrument. Overall study results and opportunities for improvement are reported to the Health Plan's Quality Council. Feedback of AMRR results and areas for improvement are disseminated to the Primary Care Physicians. Follow up reviews are conducted as required. For MMH&C, twenty randomly selected ambulatory records will be audited. INDICATORS: Conformance With Structural Integrity Good Medical Practice Sex Problem list Date of birth Current medication . Home address Allergies and adverse rx Home or work phone Past medical history Employment Dated entries Occupation (adult only) Provider name Marital status Provider profession Patient identification Legibility Individual medical records Chief complaint Organization Immunizations (adult & ped) 4. PREVENTIVE CARE GUIDELINES REVIEW The objective of the preventive care guidelines review is to monitor the use of scientifically-based preventive care guidelines for improving the quality of care provided by primary and specialty care physicians. The Quality Council reviews and endorses the adult preventive care guidelines which are primarily developed by the U.S. Preventive Services Task Force. They are intended to serve as a baseline for providing appropriate preventive services. Pediatric preventive care guidelines, taken from the American Academy of Pediatrics, are also reviewed and approved by the Quality Council. In addition, for those pediatric members eligible for CHDP services, the CHDP guidelines will be endorsed and followed. The CCHP uses these preventive guidelines as standards of preventive care against which the providers are measured. CCHP will ensure that the provider offices have access to all appropriate written standards for preventive care. 5. QUALITY MEASUREMENT STUDIES Quality measurement studies are designed to objectively and systematically monitor and evaluate the quality and appropriateness of care and service provided to members. The link between the complaint/grievance system lies in one of two processes: First the complaint is reviewed by the Office of the Medical Director and hopefully resolved. The Quality Management Plan Coordinator will monitor these minor complaints for resolution and recurrence and make this part of the routine reporting to the Quality Council. The head of member relations sits on the Quality Council and can provide direct input to the council on any identified QA issues brought by the Quality Management Plan Coordinator. There are 33 clinical areas of concern listed in Chapter 3 of the Health Care Quality Improvement System for Medicaid Managed Care Guide for States. The Quality Council will select Childhood Immunizations and Pregnancy as proposed by the above mentioned guide for states, and additionally select topics for focused studies 12 that are suggested by review of member and provider surveys, utilization data which might reveal over or under-utilization, or member complaints about the quality of care. Most of these issues would fall out from the list of 33 clinical concerns mentioned above. 6. COMPLAINTS AND GRIEVANCE REVIEW The objectives of the review of complaints and grievances are to monitor, evaluate, and timely and effectively resolve member concerns, and identify opportunities for improvement in the quality of care and services rendered. to CCHP members. contains a description of the Complaint and grievance process and data collection methodology for CCHP. it3t8# s describes the .complaint resolution procesi"""t r the member. The complaints received by the Member or Provider Relations section are forwarded to the Plan Medical Director for review. 7. CREDENTIALING/RECREDENTIALING The selection and credentialing of network physicians and staff physicians of MMH&C is the foundation on which CCHP's Quality Management Plan is built. All physicians participating with CCHP undergo a careful review of their qualifications, including education and training, licensure status, board certification, hospital privileges, malpractice history, DEA number, history of license restriction or revocation, change in hospital privileges, in accordance with CCHP credentialing policy ee Attar »t G tprehe a...v .... r ri ia2 .sae es ? : nar$ }: ' All physicians undergoing credentialing and recredentialing are reviewed by the CCHP credentialing committee and referred to the Quality Council, the CCHP Advisory Board, the IQAC, and finally to the Board of Supervisors for final approval. RECREDENTIALING is performed on a biennial basis. In addition to the information obtained during initial credentialing, the recredentialing process also includes review of data from: 1) member complaints, 2) results of quality reviews, 3) utilization management, 4) member satisfaction surveys, 5) reverification of hospital privileges and current licensure, and 6) completion of Sections XV through IXX of the CCHP Credentialing Questionnaire. DELEGATION of the credentialing and recredentialing responsibilities is covered in the Memorandum of 13 Understanding Between CCHP and MMH&C and the Medical Staff # n »3?'.. ::::::.....:.. .:. .v h,v:....: m++tcwtvwri2i2ri•:;::iP%x4if.i+�4..4k i:ACiv+ If credentialing and recredentialing is delegated to an IPA or medical group, CCHP will require: 1) access to all credential files of all providers who see CCHP members, 2) compliance with established CCHP credentialing policy or guidelines, 3) periodic updates to the Quality Council regarding all credentialing activities with contracted providers, 4) immediate notification of CCHP of any change in privileges or sanctions of a provider who sees CCHP members, 5) agreement to the above will be specified in all provider contracts to whom credentialing has been delegated, and 6) subject to process review and acceptance by the Quality Council. REPORTING of serious quality deficiencies resulting in the suspension or termination of a practitioner will be the responsibility of the CCHP Quality Council. APPEALS by a provider who has had a reduction, suspension, or termination of privileges with CCHP are handled in the following manner: a. Provider is advised in writing of the action and the reason, with instructions for an appeal if desired. b. Provider meets with the Credentialing Committee to review the action and provide any extenuating information. C. Credentialing Committee decides on overturning the decision or letting it stand and notifies the provider of its decision. The matter is then referred to the Integrated Quality Assurance Committee for final determination. d. The IQAC, after legal council, issues a final decision and notifies the provider. S. RISK MANAGEMENT The objectives of risk management are two-fold: 1) to reduce the incidence and expense of medical malpractice claims and tort litigation, and 2) to address and prevent conditions that could result in adverse publicity or a legal claim against the CCHP. CCHP works closely with MMH&C Risk Management Committee. Complaints from members suggesting a poor outcome or injury are forwarded to the Plan Medical Director for review. If after there is a determination of even 14 possible liability, the file is forwarded to the Risk Management Committee for investigation. Legal council for Contra Costa County is represented on the committee, as well as members from the Quality Assurance Committee. Any areas requiring a change in practice or in the care of a specific provider are referred to the Medical Quality Assurance Committee for disposition. CCHP tracks cases referred to the Risk Management Committee and will obtain information from the Medical Quality Assurance Committee regarding corrective actions taken in their quarterly report to the Quality Council. In the extreme case of withholding a staff physician's privileges, the CCHP Medical Director is to be informed per agreement 1.See 'i€ ' >. 9. PATIENT SATISFACTION SURVEYS The administrators of CCHP and MMH&C recognize the importance of satisfied patients and the critical role that its primary care providers have in meeting this objective. The purpose is to measure the performance of PCPs relative to level of patient satisfaction of care and reinforce and strengthen performance by providing meaningful feedback to physicians on how patients perceive their care. A variety of survey instruments will be used. Random sampling will be done of patients who just received care from a CCHP provider. The survey seeks the member's impression regarding the courtesy, communication skills and perceived knowledge base of the physician. The survey results and opportunities for improvement are reported to the Quality Management Committee. Action plans to address areas of improvement are developed as necessary. Feedback of the survey results and areas for improvement are communicated to the PCPs on a periodic basis. 10. MEMBER SATISFACTION SURVEYS Member satisfaction surveys are designed to: 1) assess what services are important to consumers, 2) assess member satisfaction with the service received from their Health Plan, 3) assess member re-enrollment, 4) assess service performance in comparison with competitors, and 5) assess differences between dissatisfied and satisfied members with the managed care system. Survey results are reviewed by the Quality Council to identify opportunities for improvement. Action plans to address areas of improvement are developed as necessary. 15 11. PROVIDER SATISFACTION SURVEYS Provider satisfaction surveys are designed to: 1 (assess what services are important to CCHP providers, and 2) assess provider satisfaction with CCHP. The survey results are conducted annually for both PCP and specialty providers. These results are reviewed by the Quality Council to identify areas of improvement. 12. Monitoring and evaluation activities are done by the QMP Coordinator. Performance standards will be developed using available national, state, local, or professional guidelines as they become available. The primary care and specialty physicians may "benchmark" certain performance parameters and prospectively monitor performance of those parameters as specific quality indicators. These results should be reported over time by the QMP Coordinator as data is collected. Modification of parameters will occur after review by the Quality Council. 13. OTHER QUALITY ASSESSMENT ACTIVITIES The Quality Council and other sources may identify issues that require a focused review. For example: a. Drug usage review to assess the utilization of appropriateness of therapeutic agents. b. Under and over-utilization review to monitor the utilization of health care services, including specialty referrals, or evidence of poor quality care associated with over-utilization or under- utilization. C. Quality of service issues to assess the need for improving systems related to meeting the service and educational needs of Health Plan members. E. INDIVIDUALS RESPONSIBLE FOR THE QUALITY REVIEWS AND QUALITY MANAGEMENT ACTIVITIES: 1. MEDICAL DIRECTOR The QMP identifies the plan Medical Director as the responsible medical leader for the quality of medical care and services for all CCHP members. While the Medical Director will be a working Quality Council member, all quarterly and annual reports to the IQAC will be reviewed and approved by the Medical Director. The Medical Director will supervise the Quality Management/UM Coordinator. Peer Review Process - The Medical Director will be actively informed of the results of the Merrithew Memorial 16 Hospital and Clinics peer review process conducted by the Medical Quality Assessment Committee. the authority for sharing this information with the CCHP Medical Director is found in the Memorandum of Understanding between CCHP and Merrithew Memorial Hospital and Clinics and Medical Staff (see Attachment F) . Since CCHP has no providers, all peer review is delegated and the requirements of delegation in the areas of Quality Assessment and UR is dictated by the regulations on delegation required of CCHP. The CCHP Quality Council will review and act on any peer review concerns. The Medical Director will have access to reports from MMH&C QM activities and may meet with the Medical Staff President, the Medical Executive Committee, the Medical Quality Assessment Committee, the Quality Council, or the Professional Affairs Committee to explain special needs of the Health Plan, or to work towards resolution of identified health care delivery problems. 2. QUALITY MANAGEMENT/UM COORDINATOR The QM/UA Coordinator is responsible for a wide variety of activities within the plan and acts as a liaison with MMH&C and all other Network providers. A partial list of duties include: a. Ongoing monitoring and evaluation of data from all sources. b. Introducing new standards C. Identify need for focused QM studies d. Identify Medi-Cal social or cultural issues that should concern the QMP. e. Receive and analyze, with the Medical Director, utilization management data. Outcomes analysis according to set standards will be monitored; trends identified, and data reported to the Quality Council. f. Monitor Environmental and Safety standards and Infection Control. g. Inspect new provider sites and perform an audit of the office according to the standards referenced in the DHS MMCD Letter No. 94-3 prior to implementing a contract. 17 h. Monitor quality of service issues, working with the Provider Relations, Member Satisfaction, and other sources; assist in resolution, or bring the issues to the Quality Council. i. Receive reports and monitor the compliance of all delegated activities. J . As a member of the Quality Council, report all activities on a regular basis to the Quality Council, prepare quarterly and annual reports for the IQAC and Board of Supervisors after review by the Quality Council and the Medical Director. k. Develop clinical indicators, and the collection and monitoring of necessary data, - and report to the Quality Council. 1. Schedule and arrange for minutes of all committees and Council. Maintain records of all meetings. M. Develop the annual QMP workplan with assistance of the Quality Council and monitor the progress at regular intervals, reporting to the Quality Council. n. Monitor the progress of all internal committees and organize reports of their activities to the Quality Council. At the outset, assist in the formation of committees, writing protocols, identifying committee functions and membership with the assistance of the Medical Director. o. Supervises Mental Health Utilization Review Program. p. Report any changes in the CCHP QMP to State Department of Health Services. q. Other duties as identified. Proposed job descriptions are included in let Other tasks will be assigned additionally as P. appropriate. The Credentialing Committee is staffed by the Provider Relations secretary, who will organize meetings, manage the credentialing process, maintain confidential files, keep minutes of the meetings, and obtain credentialing reports from other provider organizations to whom CCHP has delegated credentialing. Other support staff, such as clerical help and clinical auditors, will be added. to the programs as required. 18 3. The organizational chart of the Office of the Medical Directorshows the areas of responsibility for the leical "Director and the delegated role of the Assistant Medical Director. The Assistant Medical Director continues to spend two days per week working as a Family Physician. Another important change is the development of the CCHP/Merrithew Memorial Hospital and Clinics Liaison Committee. This committee consists of the president of the medical staff, the chair of the division of ambulatory care committee, a primary care physician from the delivery system largest ambulatory facility, and the Medical Director of CCHP. This committee serves a critical role in the implementation of the CCHP. It has the endorsement of the Merrithew Memorial Hospital and Clinics Administrator. Through the process of ongoing monitoring of CCHP's members care, or as the result of external audit findings, the CCHP Medical Director has direct access and support of the medical staff and Merrithew Memorial Hospital and Clinics administration to address issues of quality of care and service. CCHP will monitor corrective action plans to ensure that the issues are resolved as quickly as possible. This committee may refer issues directly to the medical staff quality assurance committee if they feel that is appropriate. The CCHP Quality Management Coordinator will apply the CCHP Quality Management "tools" (found in Attachment V) to identify problems, monitor progress, and work cooperatively with Merrithew Memorial Hospital and Clinics Quality Management Department. F. CONTINUOUS ACTIVITY Assessment of quality must take place over time. It is important to have adequate data in terms of numbers of members involved in focused reviews, an adequate incidence of the issue being studied, and enough time lapsed to be able to identify trends. Current approaches to quality assessment have moved away from the "bad apple" approach to one which focuses on outcomes management. This approach demands attention to the full span of care, including prevention, early detection of disease, and cost-effective quality care to provide an optimum outcome. The Quality Management Plan for CCHP will embrace this approach,and continue to learn how to provide the best possible care in an environment that often has social, cultural, and economic barriers. 19 G. PROVIDER REVIEW The CCHP QMP provides for review by physicians and other health professionals at a variety of levels. The Medical Staff is actively involved and manages the MMH&C QM plan and has an active peer review process. The Medical Director and Assistant Medical Director of CCHP have practice experience and experience in managed care quality assurance activities. Rey committees have representatives from the Medical Staff, community physicians, both PCPs and specialists. Every effort will be made to give appropriate and timely feedback to all CCHP providers of the QM activities and results. Direct communication with providers, newsletters and other publications will be used. H. FOCUS ON HEALTH OUTCOMES The Health Plan will design activities in quality management with the goal of improving health outcomes. The collection of HEDIS data, sharing of information with other health plans, 'and participating where possible in national studies will help keep CCHP abreast of current trends and new information. I. CCHP 1994-95 WORK PLANA ``'` ` The workplan provides a blueprint for the QMP activities for the calendar year. It identifies the action, lead person(s) , target date, date completed, and the expected outcomes. The workplan is approved by the CCHP Advisory Board and may be modified from time to time during the year as required. 20 SECTION II: QUALITY MANAGEIKENT PROCESS pffil . The process begins with the identification of problems from a variety of sources shown in the diagram. The issues or problems are processed by the Quality Management Coordinator. Minor problems are handled by the QMC with assistance by the Medical Director if necessary, and if resolved, followed for compliance. If problem is not easily resolved, it is processed with the Quality Management Tools. This process is shown in Lbiae " . If the data collection and analysis still reveals a significant problem, it is referred to the Quality Council for evaluation. Other activity is reported on a regular basis to the Council. The problem is then either resolved, or not, or new issues may be introduced from the Quality Council. Resolution leads to follow up and monitoring, with feedback to appropriate sources and the Council. Failure at resolution results in a referral of the problem to the Integrated Quality Assessment Council, where resources from this diverse committee may contribute to problem resolution. Should the IQAC fail to find resolution, the problem is referred to the Board of Supervisors. Final resolution leads back to the follow up loop. Reporting activities are shown in the diagram from the Quality Management Coordinator through committees and ultimately to the Board of Supervisors. A. SPECIFICATION OF CLINICAL OR HEALTH SERVICES DELIVERY AREAS TO BE MONITORED: In Parts C and D of Section I, the scope of care/services and specific activities are detailed. Special emphasis will be placed on the needs of the Medi-Cal population, and additionally, the recommended HCFA clinical areas of concern will be addressed. In the development of annual work plans, the Quality Council will address other important aspects of care and service and respond to specific recommendations from regulatory agencies. The MMH&C Quality Management Plan will be closely monitored by CCHP l -Ohk eri ;. The CCHP QM/UM Coordinator will work close y"-with 'the MMH&C QM staff to ensure that there is a coordinated effort between their system and the developing out- of-plan network QM activities. B. USE OF QUALITY INDICATORS: 1. CCHP Quality Council will identify and use quality indicators that are objective, measurable, and based on current knowledge and clinical experience. 21 2. CCHP will address over time the HCFA Medicaid Bureau's list of priority clinical and health services delivery areas of concern. CCHP will monitor and evaluate quality of care through studies which include, but are not limited to, the quality indicators also specified by the HCFA's Medicaid Bureau. C. USE OF CLINICAL CARE STANDARDS/PRACTICE GUIDELINES: 1. The QMP studies selected by the CCHP Quality Council to monitor quality of care will use delivery standards or practice guidelines specified for each area identified in "A" above. 2. The standards/guidelines will be based on reasonable scientific evidence. When required by regulatory agencies who provide specific standards of care, CCHP will comply. Other standards of care or practice guidelines will be reviewed by plan providers. Again, coordination with the QMP of MMH&C will ensure that standards used and approved by them are consistent with those used for the CCHP Network as it is developed. 3. The standards/guidelines used by CCHP will focus on the process and outcomes of health care delivery, as well as access to care. 4. The Quality Council will ensure that the standards/guidelines of care are continuously monitored and updated. 5. Practice standards/guidelines will be disseminated to all providers as they are adopted or modified. This may occur through additions to the provider manual, or by specific written communication. 6. The standards/guidelines will address preventive health care services. CCHP will use the U.S. Preventive Services Task Force Recommendations and the American Academies of Pediatrics and Obstetrics, unless, for example, there is a disagreement with a specific standard, such as the recommendations for mammography. For pediatric prevention standards, the Academy of Pediatric recommendations, or the DHS or.,,..-CHDP. standards, if different, will .......supercedeCIuN ? < C CCHP y�rac.�cg �zogza�a.�� � ..... ..........: 7. The standards/guidelines will be developed, which address the full spectrum of population enrolled in the Plan. This will include commercial members, Medi-Cal members, Basic Adult Care, Medicare, and AFDC. Each of these populations may have specific requirements in the practice 22 standards/guidelines. 8. CCHP will use approved practice standards/guidelines across the spectrum of providers involved with the Plan: a. MMH&C Medical Staff and contracted specialists b. Contracted Network Providers c. Mental Health d. Public Health Clinics D. ANALYSIS OF CLINICAL CARE AND RELATED SERVICES: 1. The MMH&C QMP has specific physician review of cases which have been brought to the attention of the Medical Quality Assurance Committee through a variety of sources: a. Member complaints or grievances b. QMP Special Studies C. Input from the CCHP Medical Director or CCHP Quality Council d. Risk Management Committee e. UM committee The analysis will include the identified quality indicators and clinical standards or practice guidelines. 2. Multi-disciplinary teams, such as the MMH&C Systems Integration Committee, will be used, where indicated, to analyze and address systems issues. E. IMPLEMENTATION OF REMEDIAL/CORRECTIVE ACTIONS: The implementation of remedial/corrective actions are the responsibility of the Quality Council and the Medical Director and is fully described in Section I-A and E (inclusive) and graphically shown inCusY . F. ASSESSMENT OF EFFECTIVENESS OF CORRECTIVE ACTIONS: As actions are taken to improve care, follow up monitoring will occur as part of the action plan on a scheduled basis and periodically thereafter. The organization as a whole shall be assured that corrective actions and follow up monitoring are accomplished through the 23 review and evaluation of periodic and annual Quality Assurance reports to the Integrated Quality Assurance Committee and to the Board of Supervisors. Q. WALUATION OF CONTINUITY AND EFFECTIVBNEBB OF THS QMP: 1. CCHP will conduct regular and periodic examination of the scope and content of the QMP to ensure that it covers all types of services in all settings, as specified in Section I-C (1-5) . 2. A QMP Annual Report will be written at the end of each year which addresses: QM studies and other activities completed; trending of clinical and service indicators and other performance data; demonstrated improvements in quality; areas of deficiency and recommendations for corrective action; and an evaluation of the overall effectiveness of the QMP. 3. There should be evidence that QM activities have contributed to significant improvement in the care delivered to members. 24 SECTION III: ACCOUNTABILITY TO THE GOVERNING BODY A. OVERSIGHT OF THE CCHP QXP: A Board of Supervisors order is pending :.:`lf ' , which describes the Board's requirement to ap ove of iel""overall QMP, an annual QM plan, assigns responsibility for all QM activities, and provides the necessary resources for the organization to carry out its QMP. B. ANNUAL QMP REVIEW: The Board of Supervisors will formally review each annual QMP report and will take action where appropriate. The Board must be assured that: studies undertaken, results, subsequent actions, and aggregated data on utilization and quality of services rendered to assess the QMP's continuity, effectiveness, and current acceptability are included. C. PLAN MODIFICATION: The Board of Supervisors, upon receipt of regular reports from the IQAC delineating actions taken and improvements made, shall take action when appropriate and direct that the operational QMP be modified on an ongoing basis to accommodate review findings and issues of concern within the managed care organization. This activity is documented in the minutes of the Board of Supervisors in sufficient detail to demonstrate that it has directed and followed up on necessary actions pertaining to Quality Assurance. 25 SECTION IV: ENROLLEE RIGHTS AND RESPONSIBILITIES CCHP is dedicated to its members to provide the best possible health care at an affordable price. The rights of its members are outlined in various materials provided to the.,member: 1) Member Handbook me. 2) Evidence of Coverage, c °: t' 3) County of Con.Nra'�`�as ::> r ealth Services Policy on the RfifidifiV341ity of Patient Information, ' a° ta"?� <`* , 4) Patient Bill of Rights and Responsibilities, and 5 Patient Access To Medical Records, The above listed Attachments include the following requirements: A. WRITTEN POLICY ON ENROLLEE RIGHTS: 1. To be treated with respect and recognition of their dignity and need for privacy. 2. To be provided with information about the organization, its services, the practitioners providing care, and members rights and responsibilities. 3. To be able to choose primary care practitioners, within the limits of the plan network, including the right to refuse care from specific practitioners. 4. To participate in decision-making regarding their health care. 5. To voice grievances about the organization or care provided. 6. To formulate advance directives. 7. To have access to his/her medical records in accordance with applicable Federal and State laws. B. WRITTEN POLICY ON ENROLLEE RESPONSIBILITIES: 1. Providing, to the extent possible, information needed by professional staff in caring for the member; and' 2. Following instructions and guidelines given by those providing health care services. C. COMMIINICATION OF POLICIES TO PROVIDERS: CCHP will provide a copy of the organization's policies on members' rights and responsibilities to all participating providers. 26 D. COMMUNICATION OF POLICIES TO ENROLLEES/MEMBERS: CCHP provides information to its members on the following topics : . w:«•:aa::r:..;�,:z:;a::::.::.::.:::w:w:aw:o�a�;z,Mw�aazaa;:oa,:t�•a�:...�:v:.44 1. Rights and responsibilities of members; 2. Benefits and services and how to obtain them; 3. Provision of after-hours care and emergency coverage; 4. Organization's policy on referrals to specialty care; 5. Charges to members, including: a. policy on payment of charges; and b. copayment and fees for which the member is responsible; 6. Procedures for notifying those members affected by the termination or change in any benefits, services, or service delivery office/site; 7. Procedures for appealing decisions adversely affecting the member's coverage, benefits, or relationship to the organization; 8. Procedures for changing practitioners; 9. Procedures for disenrollment; and 10. Procedures for voicing complaints and/or grievances and for recommending changes in policies or services. E. ENROLLEE/MEMBER GRIEVANCE PROCEDURES: CCHP has systems, linked to the QMP, for resolving members' complaints and formal grievances. This system includes: 1. Procedures for registering and responding to colnplaints and grievances in a timely fashion. The organization will establish and monitor standards for timeliness; 2. Documentation of the substance of complaints or grievances, and actions taken; 3. Procedures to ensure a resolution of the complaint or grievance; 4. Aggregation and analysis of complaint and grievance data and use of the data for quality improvement; and 27 5. An appeal process for grievances. F. ENROLLEE/MEMBER SUGGESTIONS CCHP offers the members opportunities to offer suggestions for change of policies and procedures through its Member Relations Department. G. STEPS TO ASSURE ACCESSIBILITY OF SERVICES CCHP takes steps to promote accessibility of services offered to its members. These steps include: 1. Identifying points of access to the primary care clinics, specialty care, and hospital services for its members; 2. At a minimum, members are given information about: a. how to obtain emergency services during regular hours of operation (access through the 24-hour Advice Nurse Program) ; b. how to obtain emergency and after-hours care; and C. how to obtain the names, qualifications, and titles of the professionals providing and/or responsible for their care. 8. WRITTEN INFORMATION FOR MEMBERS 1. Member handbook, HealthSense, and other publications. 2. Many health information booklets are available in Spanish, which represents the largest minority language. I. CONFIDENTIALITY OF PATIENT INFORMATION _, h `' - CCHP ensures that: 1. The organization has established in writing, and enforced, policies and procedures on confidentiality, especially medical records. MMH&C has guidelines for all of its staff and employees. 2. Office sites and clinics have mechanisms that guard against unauthorized or inadvertent disclosure of confidential information to persons outside of the medical care organization. 3. The organization shall hold confidential all information obtained by its personnel about enrollees related to their examination, care and treatment and shall not divulge it 28 without the enrollee's authorization, unless: a. it is required by law; b. it is necessary to coordinate the patient's care with physicians, hospitals, or other health care entities, or to coordinate insurance or other matters pertaining to payment, or C. it is necessary in compelling circumstances to protect the health or safety of an individual. 4. Any release of information in response to a court order is reported to the patient in a timely manner. 5. Enrollees records may be disclosed, whether or not authorized by the enrollee, to qualified personnel for the purpose of conducting scientific research, but these individuals may not identify, directly or indirectly, any individual enrollee in any report of the research or otherwise disclose participant identity in any manner. J. TREATMENT OF MINORS CCHP has a written policy given to the enrollee on the treatment of minors. E. ASSESSMENT OF MEMBER SATISFACTION CCHP conducts regular member satisfaction surveys 11' o > 2. The surveys include content on perceived problems in quality, availability, and accessibility of care. 2. The surveys assess at least a sample of: a. all Medi-Cal members b. Medi-Cal member requests to change practitioners and/or facilities; and C. disenrollment by Medi-Cal members. 3. As a result of the surveys, CCHP: a. identifies and investigates sources of dissatisfaction; b. outlines action steps to follow up on the findings, and 29 C. informs practitioners and providers of assessment results. 4. CCHP reevaluates the effects of the above activities at its staff meetings and the results of surveys will be presented to the Quality Council for their consideration. 30 SECTION V: STANDARDS FOR AVAILABILITY AND ACCESSIBILITY CCHP has standards for availability and accessibility which are found in t: aitltt; Waitingtime for appointments and the len of time waiting"'to"see a provider after checking in is monitored on a periodic basis, with feedback to the providers. Because waiting time is one of the most frequent member complaints CCHP receives, every effort is being made to negotiate expansion of clinic hours. Particular attention is paid to geographic needs of the Medi-Cal members for access. ADVICE NURSE PROGRAM The Advice Nurse Program is a critical program to ensure that both populations of CCHP and non-members receive appropriate and timely care at MMH&C. The major task for the Advice Nurse is to make an immediate assessment and evaluation of the acuity of the call. The Advice Nurse then implements appropriate level of triage and disposition of the client/member. The categories of triage are subdivided into: 1) Emergent, 2) Urgent, and 3) Non-Urgent. Delayed criteria for emergent calls which are potentially life threatening require immediate intervention. After the Advice Nurse establishes the call as an emergency, either 911 system is engaged, and/or when appropriate, immediate transfer is made to the Emergency Department. After emergencies have been triaged, the Advice Nurse then assesses calls that meet the criteria for second level of urgent, non-life threatening problems of patients with major illnesses/injuries, and ensures treatment within 20-120 minutes. Third level patients with non-urgent, chronic, minor problems are given advice according to the Advice Nurse Medical Guidelines. These guidelines/protocols are smart algorithms which assist the Advice Nurse to arrive at standardized care for the caller/client when disposition of client is determined and follow up care decisions are made. Furthermore, with non-urgent patients, the Advice Nurse has access to the Appointment Scheduling computer and will find either appropriate urgent care appointment, preferably with client's primary care physician and/or a routine appointment. The Advice Nurse computer program has, in addition, a comprehensive health information library which can be accessed by both the Advice Nurse and members independently (this component is targeted for three months after start up) . Follow up calls to ensure continuity of care are also made by the Advice Nurse facilitated by computer generated list of patients requiring follow up. The.Advice Nurse Quality Assessment and Utilization Tracking is described in trit' t. ............................................. 31 SECTION VIs MEDICAL RECORD STANDARDS A. ACCESSIBILITY AND AVAILABILITY OF KEDICAL RECORDS: 1. CCHP will require in all out-of-plan provider contracts that the medical records of CCHP members are available for quality reviews conducted by the Secretary, State Medicaid agencies, or agents thereof. 2. Medical records are available to the providers at each of the MMH&C sites, the Emergency Room or Urgent Care, and the in-house specialty clinics. If the record is not available for any reason, an attempt is made for the originating clinic to FAX current information, or specifically information requested by a provider. 3. Medical records will be released according to guidelines for the purpose of changing providers or moving out of the area, etc. B. RECORD KEEPING: CCHP will promote maintenance of the medical records in a legible, current, detailed, organized and comprehensive manner that permits effective patient care and quality review. MMH&C has a Medical Records Committee that conducts regular reviews of their hospital and ambulatory medical records. This function is delegated to MMH&C through the delegation agreement found in a The CCHP Quality Council will review QM reportsfor'medaal*""record standards requirement. 1. Medical Records Standards: These standards are outlined in detail in SECTION I, D-3. The standards are audited as described using the Ambulatory. Medical Record Review form found in 3 ;< The attachment includes: a. Definition of Indicators for Adult and Pediatric Patients b. Risk Group Categories C. Preventive Health Guidelines d. Recommended Schedule for Evaluation and Immunization of Infants and Children e. AMRR Review Forms, Adult and Pediatric 32 2. Patient Visit Data: The AMMR review form has questions regarding patient visit data. These are: a. History and physical examination b. Treatment plan C. Diagnostic test ordered d. Therapies and other prescribed regimens e. Follow up: Encounter notes have a notation, when indicated, concerning follow up care, call, or visit. Specific times to return should be specified in weeks, months, or PRN. Unresolved problems from previous visits are addressed in subsequent visits. f. Referrals and results g. All other aspects of patient care, including ancillary services C. RECORD REVIEW PROCESS: The record review guidelines are spelled out in SECTION I, D-3. The Ambulatory Medical Record Review form will be used to evaluate the medical records of providers. By standardizing the audit form, comparison data can be collected. Another important aspect of the AMRR process is to give feedback to the providers audited. Re-audits should be planned for any review that was totally unsatisfactory and periodic reviews on those which had only minor deficiencies. 33 SECTION VII: UTILIZATION REVIEW A. PLAN DESCRIPTION: 1. PURPOSE The Utilization Management Plan at CCHP is charged to objectively monitor, evaluate and positively influence the delivery of high quality and cost effective medical care and services . 2. GOALS The goal of CCHP is to efficiently utilize health resources available, to ensure and improve the medical appropriateness and to monitor the quality of medical services provided to its members. 3. OBJECTIVES a. To provide and/or improve access to the health care services in the most appropriate and cost efficient setting. b. To provide and/or improve access to appropriate and cost efficient health care services. C. To facilitate the partnership of the providers, members, employers, and health plan toward appropriate utilization of health care services. d. To evaluate and monitor the provision of health care services rendered to members of CCHP in order to support providers to enhance care and/or access of services when appropriate/indicated. e. To identify members considered Nat high risk" for incurring extensive health care expenses, or requiring extensive and ongoing medical care for chronic or catastrophic illness to ' ensure appropriate care is rendered through the most efficient use of benefit resources available. f. To reduce overall health care expenditures by developing and implementing programs which encourage preventive health care behaviors. B. ORGANIZATIONAL STRUCTURE CCHP has the authority/accountability for the Utilization Management Program which is under the direction of the Medical Director. The Quality Management/UM Coordinator assists in the 34 process, working closely with other administrative departments. C. PLAN ACTIVITIES PROSPECTIVE REVIEW Prospective Review consists of preauthorization of health care services including hospitalizations, elective surgical procedures, emergency services, and selected medical treatments. Prospective Review also includes review and authorization of out-of-plan referrals. An integral part of this process involves communicating the decision status of the services being requested. The physician and member receive notification of the referral status. The physician and/or member are entitled to appeal any services which were denied. A detailed description of policies and procedures utilized in prospective review are provided in plan office. 1. Methodology CCHP uses nationally recognized and locally developed guidelines and criteria to conduct Prospective Review. These guidelines are reviewed, approved, and updated periodically by the Quality Council consisting of participating physicians. A copy of the guidelines, criteria, and policy/procedures regarding the use and revision of criteria is available in the plan office. D. CONCURRENT REVIEW Concurrent Review consists of the ongoing review of the patients hospitalized via physician communication, chart review and communication with other health care professionals involved in the patients' care. Concurrent Review also includes coordinating discharge plans to ensure services are in compliance with the members available health care benefits. Case management and focus review strategies are implemented to identify and efficiently manage those patients with chronic or catastrophic disease conditions. Other services which would be categorized under Concurrent Review would be outpatient ancillary services, physician practices, procedures and selected claims. A detailed description.of policies and procedures utilized in Concurrent Review is provided in the plan office. 35 1. Methodology CCHP utilizes nationally recognized and locally developed guidelines and criteria to conduct Concurrent Review. These guidelines are reviewed, approved, and updated periodically by the Quality Council consisting of participating physicians. A copy of the guidelines, criteria, and policy/guidelines regarding the use and revision of criteria is available in the plan office. E. RETROSPECTIVE REVIEW Retrospective Review is a multi-dimensional process which may consist of reviewing records for those health care services rendered to a patient which had not been previously authorized to make a coverage determination. In addition, the Retrospective Review process involves gathering of financial information and clinical data to track utilization for reporting and trending purposes. The analysis of the data, which may be sorted in a variety of ways, is used in recredentialing, to educate providers, and for utilization management program revisions to improve the appropriate utilization of health care services. A description of policies and procedures utilized in Retrospective Review are provided in the plan office. 1. Methodology CCHP utilizes nationally recognized and locally developed guidelines and criteria to conduct Retrospective Review. These guidelines are reviewed, approved, and updated periodically by the Quality Council consisting of participating physicians. A copy of the guidelines, criteria, and policy/procedures regarding the use and revision of criteria are available in the plan office. 36 SECTION VIII: CONTINUITY OF CARE SYSTEM CCHP has primary care as its major focus. Since CCHP does not employ its own physicians, it must work closely with MMH&C Medical Staff and Hospital Administration. The Memorandum of Understanding between CCHP and MMH&C and Medical staff Ah3 ` ', defines the delegation of Quality Assurance and retains" over the process affecting its members. Continuity of care issues are addressed directly with the President of the Medical Staff or brought to the attention of the Medical Executive Committee. The clinic system is designed to support primary care, and the majority of the providers are Family Practice physicians. Efforts are made to assign patients to a primary care physician. This is often difficult due to the nature of the population served, which includes Basic Adult Care, the homeless, and FFS Medi-Cal members. These members may go where they choose for care, and maintaining continuity is difficult. Resolution of this problem will be assisted by the current health care reforms to bring FFS Medi-Cal into managed care. CCHP has a case management program run by the Advice Nurse Program. Experienced PHNs are used for case management. This has resulted in a decrease in ER utilization, a decrease in specialty referrals, and happier members. Providers from anywhere in the system may access the CCHP Case Managers. 37 SECTION IZ: QXP DOCIIMENTATION A. SCOPE: CCHP will document that it is monitoring the quality of care across all service and treatment modalities according to its written QMP. This will be carried out over multiple review periods and not on a concurrent basis. H. MAINTENANCE AND AVAILABILITY OF DOCMUWTATION: CCHP will maintain and make available to the State, and upon the request of other regulatory agencies, studies, reports, protocols, standards, worksheets, minutes, or such other documentation as may be appropriate, concerning its QM activities and corrective actions. 38 SECTION Z: COORDINATION OF QM ACTIVITIES WITH OTHER MANAGEMENT ACTIVITY The QMP activities of CCHP are under the direction of the CCHP Medical Director. The Medical Director is a member of the CCHP Senior Staff and reports to the Executive Director. Important information resulting from the QMP process is presented to the Senior Staff for input and comments. Confidentiality will always be maintained in these discussions, and only general trends, issues, and opportunities for improvement will be presented. QM information is useful to the CCHP executive staff in the following ways: A. QM INFORMATION WILL BE USED IN RECREDENTIALING, RECONTRACTING, AND/OR ANNUAL PERFORMANCE EVALUATIONS; B. QM ACTIVITIES WILL BE COORDINATED WITH OTHER PERFORMANCE MONITORING ACTIVITIES, INCLUDING UTILIZATION MANAGEMENT, RISK MANAGEMENT, AND RESOLUTION AND MONITORING OF MEMBERS COMPLAINTS AND GRIEVANCES; C. CCHP QM PLAN WILL LINK WITH OTHER MANAGEMENT FUNCTIONS OF THE HEALTH PLAN SUCH AS: 1. network changes and development 2. benefits redesign 3. practice feedback to physicians 4. medical management systems (e.g. pre-certification) 5. patient education 6. member services LC:QAIPC'CHP.94 Contra Costa Health Plan Quality Assurance Improvement Plan ATTACHMENTS A. ORGANIZATIONAL STRUCTURE OF CCHP QUALILTY MANAGEMENT PLAN B. CCHP ADVISORY BOARD BY-LAWS AND COMMISSION ORDERS AND ROSTER C. AMBULATORY MEDICAL RECORD REVIEW FORMS AND GUIDELINES D. CCHP DESCRIPTION OF MIS AND OTHER FUNCTIONS E. CREDENTIALING/RECREDENTIALING GUIDELINES F. MEMORANDUM OF UNDERSTANDING BETWEEN CCHP AND MMH&C REGARDING DELEGATION G. QA COORDINATOR JOB DESCRIPTION H. MMH&C QUALITY ASSURANCE PLAN I. CCHP SERVICE PROTOCOLS J. WORKPLAN FOR CCHP QMP, 1994-95 K. CCHP BABY TRACKING PROGRAM L. CCHP QMP PROCESS DIAGRAM M. EVIDENCE OF COVERAGE DOCUMENT N. MEMBER HANDBOOK 0. CONFIDENTIALITY POLICY P. PATIENTS RIGHTS REGARDING MEDICAL TREATMENT Q. ACCESS STANDARDS R. ADVICE NURSE QA/UM PLAN AND SURVEY REPORT CARD S. PATIENT BILL OF RIGHTS AND RESPONSIBILITIES T. PATIENT ACCESS TO MEDICAL RECORDS U. CCHP MEMBER SATISFACTION SURVEY V. CCHP QUALITY MANAGEMENT "TOOLS" W. BOARD OF SUPERVISORS ORDER DELEGATING QA X. ORGANIZATIONAL STRUCTURE OF OFFICE OF MEDICAL DIRECTOR BURW ATTACHMP re • • • 0*1 Oro 6 on Ilk es Q Ro CA -'la 00-0 G �' V N w �v a w silo V � Q ATTACHMENT B CONTRA COSTA COUNTY CONTRA COSTA HEALTH PLAN ADVISORY BOARD BY-LAWS GOALS The goals of the Contra Costa Health Plan (CCHP)*, a health maintenance organization, are to be responsive to the health needs of the people of Contra Costa County; to ensure that the CCHP is being fully utilized to meet those needs; and to encourage the promotion and awareness of CCHP to the general public, and in particular to the medically needy. ARTICLE I: NAME The organization to be known as Contra Costa Health Plan Advisory Board. ARTICLE II: FUNCTIONS A. To review, evaluate and advise the County Board of Supervisors of the needs and special problems of the Contra Costa Health Plan. B. To review and evaluate the CCHP budget and any amendments thereto, and to recommend program priorities to the Staff and Board of Supervisors. C. To report or submit recommendations to the County Board of Supervisors regarding plans, development, goals, and policies of the CCHP Program when appropriate. D. To advise the Executive Director on policies, goals, operations, and related matters of the CCHP. E. To encourage public understanding of CCHP and to provide support throughout the County for its development. ARTICLE III: MEMBERSHIP A. Twelve members, residing in Contra Costa County, appointed by the Board of Supervisors, to serve three year terms, but not more than three consecutive terms. * Also called "The Plan" B. At least one member to have expertise in health maintenance organizations and one member with financial expertise to be included in the membership. C. One-third of the membership to be Contra Costa Health Plan consumers (one position is reserved for a Medi-Cal member). D. The Director of Health Services to serve as a non-voting member. E. A third consecutive absence or five (5) absences in a rolling twelve (12) months from a regular Advisory Board meeting will be considered a resignation from the Advisory Board, and a replacement will be recommended to the Board of Supervisors. Exception to this policy requires approval by the Advisory Board. F. A person appointed to fill a vacancy is to serve for the unexpired term of the member replaced. G. Resignations, in writing, are to be sent to the Board of Supervisors. The Advisory Board will initiate action to obtain a replacement. H. The Advisory Board may appoint individuals as consultants to assist in the operations of the Advisory Board as deemed necessary. ARTICLE IV: OFFICERS A. Officers elected to be Chairperson and Vice-Chairperson. B. Officers to be elected by the Advisory Board members at the regular February meeting, or at the earliest possible meeting thereafter. C. Upon the vacancy of the Advisory Board Chairperson, the Advisory Board will elect a new Chairperson at the following meeting. D. Officers to serve in one office for no more than two successive one year terms. ARTICLE V: VOTING A. Each member to have the authority to speak and cast one vote on all matters presented before or pertaining to the activities of the Advisory Board. B. Quorum: 50% plus one. C. A majority vote necessary to pass motions. ARTICLE VI: DUTIES AND RESPONSIBILITIES OF OFFICERS A. The Chairperson presides at all CCBP Advisory Board meetings. B. The Chairperson establishes an agenda for each meeting and directs staff in the preparation of the minutes of the previous meeting, and any other relevant material to the meeting. C. The Chairperson submits an annual report outlining the Advisory Board's actions to the County Board of Supervisors at the end of each calendar year; a proposed program of Board activity for the forthcoming year to be included in the annual report. D. The Chairperson and Vice-Chairperson shall represent the Board at all times when the Board's representation is deemed necessary. E. The Vice-Chairperson shall assist the Chairperson as directed by the latter, and shall assume all obligations and authority of the Chairperson in his/her absence. F. The Chairperson serves as ex-officio member of all Committees except the Nominating Committee. ARTICLE VII: MEETINGS A. At least nine meetings a year at a time and place agreed upon. B. Notice of all regular meetings, the Minutes of past meetings and Committee reports, to be mailed to each member seven (7) days prior to the day named for such meeting. The mailing to include the agenda for the upcoming meeting. All meetings to be governed by Roberts Rules of Order. C. Special meetings to be called at the Chairperson's discretion, or upon the written request of Advisory Board members. Notice of special meetings to be mailed to all Board members seven days in advance. D. All CCHP Advisory Board meetings to be open to the public. ARTICLE VIII: COMMITTEES A. Committees to be appointed by the Chairperson as necessary to carry out the business of the Advisory Board. B. Standing Committees will be: 1. Finance and Management 2. By-laws 3. Health Delivery Services 4. Marketing 5, Executive - membership will include the Chairperson, Vice-Chairperson, immediate past Chairperson and one member elected by the Advisory Board. C. All amendments passed by a majority of Advisory Board members to be a part of these By-laws. ARTICLE IX: FISCAL CONSIDERATIONS Members will be reimbursed for actual and necessary expenses incurred in connection with Advisory Board duties. Adopted: 1/84 Amended: 3/85 Amended: 3/87 G.C:BY.LAW IN T1ic WARD Or SJPER:iSGa5 OF CONTRA COSTA COUNTY, STATE OF CALIFORNIA In the ?natter of: ) )) January 16, 1979 Creation of an HiiD Advisory Board. The Board, on November 14, 1978, having referred to the Finance . Committee a proposal from the Human Resources Director and County Administrator for the creation of a Health Maintenance Organization Advisory Board and the. Finance Committee having reported to the Board recon-mending the creation of such an Advisory Board; and The Board members having discussed the Finance Coranittee report and having decided that the numbers of the WO Advisory Board nominated by the individual Board members should also serve fixed terms of office, (rather than at the pleasure of the nominating mer•.ber of the Board as mentioned in paragraph 3 of said report); IT IS BY THE BOARD:ORDERED THAT: 1. An HMO Advisory Board is created effective February 1, 1979; 2. The HMO Advisory Board shall be composed of nine (9) members; 3. Each member of the Board of Supervisors shall nominate one member for the HMO Advisory Board; 4. Three (3) members of the HMO Advisory Board shall be members of the County's Ht10 and at least two (2) of the W40 members shall represent medically underserved populations served by the W40. All applications shall be forwarded to the Internal Operations Committee (Supervisor Nancy Fanden and Supervisor Tom Powers) for review and recommendation to the Board. 5. One member of the W10 Advisory Board shall be the Director of Health Services or the Director's designee; 6. The members of the MO Advisory Board appointed to the seats mentioned in'paragraphs.3 and 4 above shall serve three-year terms; 7. For the initial seating of the members of the HMO Advisory Board appointed under paragraphs 3 and 4 above, the members shall draw lots for terms of one, two, or three years such that there will be two members with terms expiring January 31, 1980; three members with terms expiring January 31, 1981, and three members with terms expiring January 31, 1982; B. The MO Advisory Board shall be responsible for reviewing the operation of the County's W40 and providing advice to the Board of Supervisors on matters relating to the H.tO as well as other duties which may be assigned to them fram tine to time by the Board of Supervisors; 9. The nem5ers of the H':0 Advisory Board shell be entitled'to reir5urserert for actual enj necebser • expen=:s related to their membership on the H':^ Advisa•v Board in W."p nee :,i.il the COU-1t, 's volunt__- ^:,l:c! 10. The Board of Supervisors authorizes the Acting I'.edical Director to cowwnicate to appropriate Federal agencies the Board's action in creating the W40 Advisory Board and the Board's request that active review of their PI40 Qualification Application be undertaken at the earliest possible time; 11. The IMO Advisory Board report directly to the•Board of Supervisors; 12. The H"O Advisory Board coordinate their efforts with the- Human Services Advisory Commission and other appropriate Advisory Boards and Commissions whenever the subject matter under discussion affects other programs or services which are the concern of other Advisory Boards and Coar:�issions; 13. The Director of Health Services provide any necessary staff services to the 1140 Advisory Board from present staff. PASSED BY THE BOARD ON JNIUARY 16, 1979. 3 hereby certify that the foregoing is a true and correct copy of an order entered on the minutes of said Board of.Supervisors on the date aforesaid. Witness my hand and the Seal of the Board of Supervisors affixed this 16th day of January, 1979 J. R. OLSSON, CLERK Deputy Clerk t Orig: Human Resources Agency Acting Medical Director PHP Administrator Chair, MS.AC Courty Administrator County Counsel 1979 Finance Cn=- ittve r d./sup... P. Dint-,_r, PID . In the Board of Supervisors of - Contra Costa County, State of California March 13 09 80 M the Matter of Proposed Expansion of Health Maintenance Organization Advisory Board. The Board on February 26, 1980 having referred to the Internal Operations Committee (Supervisors R. I. Schroder and E. H. Hasseltine) and to the Health Maintenance Organization Advisory Board the request of the Executive Director of the Contra Costa Health Plan that the MIO Advisory Board be expanded from vire to twelve members (as suggested by the U.S. Department of Health, Educa�tion—and Welfare Site Visit Team) to provice addi- tional representatic . from the areas of manavprert e7pprtise, financial expertise, and commercial health plan enrollees; and Supervisor Schroder having reported that the FAMO Advisory Board concurred in the expansion of members from nine to eleven but did not believe that anyone with HMO management expertise is required since the rirector of Health Services is already a member of the Advisory Board; and Supervisor Schroder having stated that the Committee believes that the request of the Federal Government should be met and notes that the membership of the Director of Health Services does not necessarily guarantee that an individual experienced in 1010 management will be on the Advisory Board; and The Committee having recommended that the HMO Advisory Board be expanded from nine to twelve seats to include individuals meeting the following criteria: E-10 management expertise, financial expertise, and Health Plan enrollee--commercial status; that the Board of Supervisors declare said seats vacant; and that established Board policy be followed in posting the vacancies; and Supervisor S. W. McPeak having recommended that the three additional positions not be filled by employees of the County Health Services Department or Contra Costa Health Plan unless prior approval is obtained from HEW; IT IS BY THE BOARD ORDERED that the aforesaid recommendations are AiFROVAZD. PASSED by the Board on lurch 18, 1980. 1 hereby certify that the foregoing is o true and correct copy of an order entered on the minutes of said Board of Supervisors on the date aforesaid. Witness my hand and the Seal of the Board of CC: Health-Services Director Supervisors Public Information affixed this 18th day of 2iarch 1980 Officer F-10 Advisory Board '� County Ad4ministrator J. R. OLSSON, Clerk Hunan Services By ?24r— `J -E-.sem_ , Deputy Clark Vera Nelson MACHMEN'T B . 4NTtA �OSTAHEALTH 'I.A1�1 ADX!LSORY SOAttD HERS SEPTEII+IBER 1994 PAUL KATZ, Chair Labor Representative and Contra Costa Health Plan Member 2104 Holbrook Drive Concord, CA 94519 Work: 228-1600 Home: 687-3706 HENRY F.TYSON, Vice Chair Chief, Medicare Program Review Section, Health Care Financing Administration 756 Hazlewood Drive Walnut Creek, CA 94596 Work: (415)7443434 til October 10 Work: (415)744-3651 Home: 938-2176 FAX. (415)744-3761 BOBBI BONNET, RN, MPA County Employee and Contra Costa Health Plan Member 250 Gilger Ave., Martinez, CA 94553 Work: 646-4690 Home: 372-8506 MICHAEL GARCIA Executive Director-Process Reengineering,'Pacific Bell 2409 Saddleback Drive (Certified Employee Benefits Specialist) Danville, CA 94506 Work: 823-8484 Home: 838-7355 FAX: (510)275-0899 FRANCIS GREENE Director of Pittsburg Pre-school Coordinating Council Home: 56 Barrie Drive Pittsburg, CA 94565 Work: 1760 Chester Dr., Pittsburg Home: 432-4566 Work: 439-2061 JEFFREY B. KALIN Cardiology Lab. Manager at Stanford Medical Center. Fifteen years experience 1014 Camino Verde Circle in hospital and community-based healthcare services Walnut Creek, CA 94596 Work: (415) 725-3894 Home: 932-3918 FAX: (415) 725-1138 JACK MCGERVEY HMO Experience -Former Kaiser Employee 23 Marlee, Pleasant Hill 94523 Work&Home: 932-1378 HOWARD W. MITCHELL, MD, MPH Retired Physician/Administrator with special interest in public health, medical 185 Shoreline Court administration and international health. Richmond, CA 94804 Home: 232-1605 LISA VEGVARY Contra Costa Health Plan Member 3330 Wren Ave. Concord, CA 94519 Work&Home: (510) 825-0175 ADVISORY BOARD COM]WTITEES VMCUTNE MARKS ING HEALTH C FINANCE SCREENING Paul Katz (C) Jack McGervey(C) Howard W.Mitchell MD(C) Henry Tyson(C) Howard Mitchell Jack McGervey Jeffrey Kalin Francis Greece Michael Garcia Paul Katz Henry Tyson Bobbi Bonnet Jack McGervey (alternate) Distribution: County Administrator's Office Health Services Director's Office Merrithew Memorial Hospital and Clinic's Executive Director Linda Brun&Senior CCHP Staff Advisory Board Packet JI:ABM-September 26, 1994 ATTACHMTT C AMBULATORY MEDICAL RECORD REVIEW DEFINITIONS OF INDICATORS Note: It is recommended that patients be enrolled In the health plan for a minimum of 6 months and have sufficient visits (at least two visits) for the chart to be eligible for review. Only documentation for the current membership period Is to be reviewed, (exception question 14). The numbered definitions of indicators correspond with numbered Indicators on the Adult/Pediatric Ambulatory Medical Record Review Tool. Exceptions for Pediatric reviews are noted. The corresponding Pediatric question numbers have been placed in (); e.g., (8 Peds). Where indicators contain the word and, all components of the definition must be present to answer the question in the affirmative. Timeframe: Review all entries for the two years preceding the last visit. INDICATORS: 1. (1 Peds) Sex. The sex of the patient is identified by male or female, boy or girl, man or woman, or by the appropriate symbols. The sex of the patient must be documented in the provider's or provider's designee's history and physical assessment, progress notes or in the face sheet which is completed by the member or provider's office staff. 2. (2 Peds) Date of birth. The actual month, day and year the patient was born. Date of birth does not equal the patient's age. The date of birth must be documented in the provider's or the provider's designee's history and physical assessment, progress notes or in the face sheet which is completed by the member or provider's office staff. 3. (3 Peds) Home address. The address of the patient's primary residence, e.g., street and town. • 4. (4 Peds) Home or work telephone numbers of patient and/or patient's spouse. Definition: If no phone, no phone should be documented. For PEDIATRIC cases, the home phone number or work number of at least one parent is required. if no phone, no phone should be documented. 5. Occupation. Definition: A description of what the patient does for a job. Examples are pilot, waitress, lawyer, student, retiree, housewife, or unemployed. • 6. (S Peds) Employer. Definition: A description of the patient's employer. Acceptable documentation Is "business or corporation", "self-employed", "student% "attends university, college or school", "retired", and "homemaker". If patient does not work, unemployed is documented. For PEDIATRIC cases, the employer of at least one parent is included. If neither parent works, unemployed is documented. • 7. Marital status. Definition: Acceptable documentation Is"single", "married", 'divorced", "separated", "husband% "wife", "Mrs. "Mr.", "Miss". Not included for PEDIATRIC reviews. • S. (6 Peds) All pages with entries In the record contain patient identification. Definition: Name, social security number or other unique patient identifier is on all pages with entries. 9. (7 Peds) There is an individual medical record for each individual receiving care. OR, if information on family members is kept in the same record, there is an individual sheet for each family member. 10. (8 Peds) The medical record is organized. Definition: Chart is in chronological (or reverse chronological) order and content is in a consistent format. Consistent format means reports are in respective sections of the ambulatory medical record, e.g., laboratory information is in the lab section of the ambulatory medical record or laboratory information is in a consistent location in the progress notes. • 11. (9 Peds) The record contains an updated, completed problem list or summary of health maintenance exams. Definition: An updated completed problem list summarizes significant illnesses, medical conditions, past surgical procedures, or chronic health problems which is updated as new problems are encountered, as evidenced in the progress notes. The problem list can be in a separate section or can be listed as a problem In the progress notes. If no past or current illnesses, conditions, or past surgical procedures, there is a statement that no current or past problems are noted. In this case, there is a summary of health maintenance exams such as well woman exam, well child exam, routine check up or complete physical exam. 12. (10 Peds) List of current prescription medications. Definition: Current prescription medications are documented on a separate medication sheet or are listed in a consistent location in a progress note. This would include medications prescribed during the visit or being renewed over the phone. OR, if no current medications, there is indication in the progress notes that medications have not been prescribed. • 13. (11 Peds) Allergies and adverse reactions to medications are prominently displayed. Definition: The patient's medication allergies and adverse reactions to medications must be consplcuously listed in the ambulatory medical record or on the front or inside cover of the medical record folder. OR, if allergies and adverse reactions to medications are absent, "No known allergies" (NKA), or "NA", or"none" is conspicuously documented in the ambulatory medical record or on the front or inside cover of the medical record folder. Conspicuously, means in an obvious location, e.g., upper corner or left or right side of progress note. You should not have to search for this Information. Example: Allergy- Penicillin Adverse Reaction - Rash, Hives • 14. (12 Peds) There is a past medical history in the record. Definition: For patients seen 3 or more times a past history should be easily identified and should include history of immediate Family members, or a note indicating there are no family history of problems, serious accidents, operations and illnesses. Easily identified means it should be in one central area, not scattered throughout the chart. An inpatient history and physical taken by the provider, is acceptable. For children, past medical history will relate to prenatal care and birth. For patients seen less than 3 times, there is a past history noted for the current condition, such as when there is a visit for hypertension there is a family history for hypertension, a patient history and progress note for hypertension. (For females more than 18 years of age, there must be an obstetrics and gynecological history.) If there has been no break in the patient/physician relationship and there is a past history in the chart that was completed while the patient had another form of insurance, the criteria is met. * 15. (13 Peds) Each entry is dated. Definition: This includes progress notes, problem list, medical list, assessment form, etc. ' 76. (14 Peds) Each entry in the record contains the provider's name or initials. Definition: Applies to all office staff, RNs, LPNs, Medical Assistants, and physicians. Each entry has the provider's name or initials. These may be hand written, typed, or a signature stamp used. Where the name or initials are typed or a signature stamp is used, a counter signature os counter initials must appear. Where the record is from a solo practitioner, each entry is to be signed or initialed. Entries include medication renewals and telephone orders. 17. (15 Peds) Each entry in the record contains the provider's profession. Definition: Applies to all RNs, LPNs, Medical Assistants, and physicians. Each entry has the provider's profession. This may be hand-written, typed, or be Identified once within the medical record on a signature log. This definition also applies to solo practices. Entries include medication renewals and telephone orders. • 18. (16 Peds) Each entry is legible to the reviewer. Definition: All Indicators must be legible to the reviewer. If an indicator cannot be noted because It is not legible or the entire entry is not legible, then Indicator 18 (16 Peds) Is w. 19. (17 Peds) For each visit, the reason for the visit or chief complaint is noted. The review of systems exam coincides with the reason for the visit or the chief complaint. (18 Peds) Immunizations are documented in the record. (PEDIATRIC reviews only). Definition: Immunizations have been documented in a designated section, in the progress notes or there is a statement that the immunizations are up-to- date. This applies to children ages 2 months to 6 years old. RISK GROUP CATEGORIES - IMLtt1tT0 NYM�LItS IM 1AltLM7lt�lf ON cwurn (1) ORAL CAVITY- Exposure to tobacco.excessive ETON. or reports of suspicious symptoms or lesions detected on self-cxam. (2) THYROID PALPATION - lix of upper-body irradiation. (3) BREAST EXAM - Females with family history of premenopausal breast cancer in Cult degree relative. f 4 TESTICLE EXAM - Hx of cryptorchidism, orchiopexy or testic-A- -.trophy. (5) SKIN EXAM - Personal or family history of skin cancer. history of increased exposure to sunlight,or clinical evidence of precursor lesions (e.g., dysplastic nevi, certain congenital nevi). (6) CAROTID AUSCULTATION - Risk factors for cerebrovascular or cardiovascular disease, or history of neurologic symptoms (TIA's) or cerebrovascular disease. (7) fn- Markedly obese patients, family history of diabetes, or history of gestational diabetes. (8) RUBELLA- Females without evidence of Immunity. (9) VDRL- Prostitutes,sex with multiple partners in areas in which syphilis is prevalent,or contacts of persons with active syphilis. (10) WA FOR BACTE - Diabetics. (11) CHLAMYDIA- Pts. attending STD clinics or other high-risk healthcare facilities, (adolescent and family planning clinics), or with other risk factors (multiple partners, partner with multiple sexual contact,age < than 20). (12) GC CULTURE- Prostitutes, sex with multiple partners or a partner with multiple contacts, sexual contact of persons with cultured-proven gonorrhea, or persons with history of repeated episodes of gonorrhea. (13) BW- Pts. seeking treatment for STD's; homosexual and bisexual men; past or present use of IV drugs; history of prostitution or multiple sex partners; females whose past or present partners were HIV-infected, bisexual, or IV drug users; persons residing or born in area with high prevalence of HIV; or transfusions 1978-1985. (14) RFARING - Regular exposure to excessive noise. (15) =- Household members of persons with TB, others at risk for close contact with the disease (staff of TB clinics, homeless shelters, nursing homes, substance abuse treatment facilities, dialysis units,correctional facilities); recent immigrants or refugees from countries in which TB is common; migrant workers; residents of nursing homes, correctional institutions, or homeless shelters; or persons with certain underlying illness (e.g., HIV infection). (16) EKG - Males who would endanger public safety should they experience a sudden cardiac event (e.g., commercial pilots). (17) MAMMOGRAM - Females 35 and older with family history with premenopausal breast cancer in first degree relative. (18) COLONOSCOPY- Family history of familial polyposis coli or cancer family syndrome. (19) FORT/SIGMOIDOSCOPY- Persons 50 and older with first degree relative with colorectal cancer, personal history of endometrial, ovarian, or breast cancer; or previous diagnosis inflammatory bowel disease, adenomatous polypys, or colorectal cancer. (20) PAP SMEAR- No previous documented screening in which smears have been consistently negative. (21) FOBT/COLONOSCOPY- Family history of familial polyposis coli or cancer family syndrome. (22) NEEDLE SHARING- Intravenous drug users OVDU's). (23) BACK EXERCISES - increased risk for low back injury due to past history, body configuration, or type of activities. (24) CHILDHOOD INiURY PREVENTION- Persons with children in home or automobile. (25) FALLS IN ELDERLY- Persons with older adults in home. (26) HEPATTCIS-B-Homosexually active men, IVDUs, recipients of some blood products, or persons in health related jobs with frequent exposure to blood or blood products. (27) PNEUMOC CAL VACCINE - Increased risk of a pneumococcal Infection (chronic cardiac or pulmonary disease, sickle cell disease, nephrotic syndrome, Hodgkin's disease, asplenia, diabetes mellitus, ETOHism, cirrhosis, multiple myeloma, renal disease, or conditions associated with immunosuppression. (28) INFLUENZA VACCIINE- Residents of chronic care facilities, patients with chronic cardlopulmonary disease, metabolic diseases (including diabetes), hemoglobinopathies, immunosuppression, or renal dysfunction. (29) MMR VACCINE- Persons born after 1956 without evidence of immunity to measles (receipt of live vaccine on or after first birthday, lab evidence of Immunity, or physician-diagnosed measle. COUNSELING NOTES . Refer to Ba3ic Counseling on chart (a) MET AND EXERCISE • Fat, cholesterol, complex carbohydrates, Cber. Na. and Ca. Fe (for females) • Caloric balance Selection of exercise program (b) SUBSTANCE USE Tobacco cessation ETOH/dtugs -limit ETON consumption;driving/other dangerous activities while under the influence; treatment for abuse. (c) D l RU Y PFXWN77ON • Seat belts • Smoke detectors • Smoking near bedding or upholstery Safety helmets Violent behavior/firearTns -Age 19.39 Prevention of falls -Age 65 and over Hot water heater temperature -Age 65 and over (d) DENTAL HEALTH Regular brushing, dossing, and dental visits (e) SEXUAL PRACTICES • STD's • Partner selection • Condoms • Anal intercourse • Unintended pregnancies and contraceptive option .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A Periodic Health Evaluadon includes: 1. Basic medical history, review of systems, plus health risk appraisal to determine high risk categorie- 2. Basic age/sex determined physical examination plus risk group specific examinations. I A limited age/sex determined group of screening tests' plus risk group specific screenting tests'. 4. Medical problem/diagnosis/symptom intervention plus counseling for reduction of high risk Imhavior/llfestyle. • All diagnostic screen tests chosen based on their scientifically assessed efficacy as screening tests. Including assessment of their potential for false positive and false negavie results. PREVENTIVE HEALTH GUIDELINES TYPE OE SERVICE 19.39 YEARS 4@-64 YEARS 65 and OLDER * q 1-3 Years * q 1-3 Years * Yearly BASIC HISTORY Dietary Intake Dietary Intake Dietary Intake Physical Activity Physical Activity Physical Activity Tobacco/ETOH/Drug use Tobacco/ETOH/Drug Use Tobacco/ETOH/Drug Use Sexual Practices Sexual Practices Prior Symptoms TIA Functional Status at home. RISK GROUP HISTORY• Applies to all age groups; targeted at identification of risk group categories applying to (See page 4) the individual patient, with subsequent examination. testing, and counseling directed accordingly. BASIC PE • Ht & Wt Ht& Wt Ht & Wt Minimum recommended BP BP BP guidelines Pap smear - After 3 annual Breast exam yearly Breast exam yearly negatives, q 1-3 yrs. Pap smear-q 1-3 Yrs- Pap smear- at physician's Clinical breast exam . at Digital rectal exam -at discretion (see Risk physician's discretion. May physician's discretion. Group 20). be prudent at earlier age in Digital rectal exam - at certain persons (see Risk physician's discretion. Group 3). Visual acuity Hearing, hearing aids RISK GROUP SPECIFIC Oral caviry(1) Oral caviry(1) Orsi cavity(1) PE Thyroid palpation(2) Thyroid palpation(2) Thyroid palpation(2) Skin exam(5) Skin exam(5) Skin ccam(5) Clinical breast exam - (3) Ausculate carotids(6) Ausculate carotids(6) Testicle exam(4) BASIC DIAGNOSTIC Total chol.(nonfasting) - Total chol.(nonfasting) - Total chol.(nonfasting) - TESTS q 5 yrs., more frequently if q 5 yrs., more frequently q 5 yrs., more frequently previously elevated. if previously elevated. if previously elevated. ,Mammogram - q 1-2 yrs. Dipstick U/A - may he ages 40-49, yearly ages 50 prudent over age 60. or older. Mammogram - q 1.2 urs. FOBT/Sig• ages 50 and until age 75, unless older at physician's pathology detected. discretion. May be Thyroid function tecta - clinially prudent in may be prudent. certain persons (see Risk especially for women Group 19). FOBT/Sig- same as ages I 40-64. *Applies only to the periodic PERIODIC IMALM EVALUATION(SEE PAGE S) -cumbers In parenfheses-react to Risk Croup Cctegorfes (See Page 4) 1 PREVENTIVE HEALTH GUIDELINES IM OF SERVICE 19.39 YEARS 40-64 YEARS 65 and OLDER * q 1-3 Years * q 1-3 Years * Yearty i RISK GROUP SPECffIC FBS(7) FBS(7) FBS(7) DIAGNOSTIC TESTS Rubella(8) VDRL(9) PPD(15) VDRL(9) U/A for bacteriuria(10) EKG(16) U/A for bacteriuria(10) Chlamydia(11) FOBT/Sig(19) Chlamydi2(l1) GC culture(12) Pap sme2r(20) GC culture(12) HIV-counseling, testing(13) FOBT/Colonoscopy(21) HIV-counseling, testing(13) He2ring(14) Hearing(14) PPD(15) PPD(15) EKG(16) j EKG(16) FOBT/Sig(19) I Mammogmm(17) FOBT/Colonoscopy(21) Colonoscopy(18) BASIC COUNSELING Diet/Exercise (a) Diet Exercise (a) Diet/Exercm (a) See Counseling Notes, Substance Use (b) Substance Use (b) Substance Use (b) I page 5. (a) thru (e) Injury Prevention (c) injury Prevention{c) Injury Prevention (c) +II, Dental Health (d) Dental Health (d) Dental Health (d) I Sexual Practice (e) Sexual Practices (e) RISK GROUP Needle sharing(22) Needle sharing(22) Prevention of childhood SPECIFIC COUNSELING Back exercise(23) Back exercise(23) injury(24) Prevention childhood Prevention childhood injury(24) injury(24) Falls in elderly(25) Falls in elderly(25) r BASIC U4MUNLZATION TD q 10 yrs. TD q 10 yrs. TD q 10 yrs. i Influenza annually Pneumococcal once RISK GROUP Hep B(26) Hep B(26) Hep B(26) SPECIFIC IMMUNIZATION Pneumococcal once(21 Pneumococcal once(27) Influenza annually(28) Influenza annually(28) ,IMMR(29) ALERTS -Depressive symptoms -Depressive symptoms -Depressive symptoms -Physical abuse signs -Physical abuse signs -Physical abuse signs -Suicide risk factors-recent -Suicide risk factors -Suicide risk factors divorce, separation. -Abnormal bereavement -Abnormal bereavement unemployment, -,Malignant skin lesions Malignant skin lesions depression. ETOH/drug -Tooth decay, gingivitis, -Tooth decay, gingivitis. use, illness, living alone loose teeth loose teeth -Abnormal bereavement -Periph. arterial disease - -Changes in congnitive -Malignant skin lesions age over 50, smokers, function -Tooth decay, gingivitts diabetics -Medications that increase risk of falls -Periph. arterial disease . age over 50, smokers. diabetics *Applies only to the perWic PERIODIC HEALTH EVALUAHON(SEE PAGE S) Numbers In parenftmn4efef to Risk Group Cartegodes (See pogo 4) 2 PREVENTIVE HEALTH GUIDELINES ryn Of SERVICE 19-39 YEARS 40-64 YEARS 65 and OLDER * q 1-3 Years * q 1-3 Years * Yearty OT13YR PRIMARY -Hemoglobin testing -Skin protection -Glaucoma tcsung PREVENTIVE MEASURES depending on -ASA therapy-men with -Skin protection dcscent(Caribbcan. GAD risk factors with -ASA therapy Latin American. Asian. neither history of -Estrogen replacement ,Mediterranean, or African) GVother bleeding therapy -Skin protection-increased problems. nor other risk exposure to sunlight factors for bleeding or cerebral hemorr. -Estrogen replacement therapy-perimenopausal with increased risk of osteoporosis and without known contraindications to therapy 5 *Applies only to the palodlc PEMDIC]MUM EVALUAMN(SEE PAGE S) lumbers in pareMhes—refer to Risk Group CakKpies (See pogo 4) 3 RECOMMENDED SCHEDULE FOR EVALUATION AND IMMUNIZATION OF INFANTS AND CHILDREN 2 weeks- Physical exam; PKU repeat 2 months - Physical exam; DPT #1; TOPV #1; Hib Titer #1 4 months- Physical exam; DPT #2; TOPV #2; Hib Titer #2 6 months - Physical exam; DPT #3; Hib Titer #3 9 months - Physical exam; hemoglobin or hematocrit; urinalysis 12 months - Physical exam; Tuberculosis skin test 15 months - Physical exam; MMR; Hib Titer #4 18 months - Physical exam; DPT #4, TOPV #3 2 years to 6 years - Yearly physical exam; Tuberculosis skin test yearly or every other year 5 years - Physical exam; DPT and TOPV booster 6 years and over- Physical exam every two years; MMR booster age 10 to 12 years Hepatitis B vaccine at birth, 1 month, and 6 to 12 months OR three part vaccine series for older children Optional - Urinalysis every two years with physical exam Hemoglobin or hematocrit in adolescence Cholesterol in adolescence AULA AMI(It REVIEW SHEET PART 1 AND PART 2 Provider ID Reviewer ID Date of Review AM1(1( from 111A Staff Group Initial Review Re-Review MEMBER IDENTIFICATION CRITERIA PART 1 Y=Yes, N = No Line STRUCTURAL 1NTEGRIlY Total• 1. Sat 2. Datc of birth 3. home address t. [tome or work phone# 5. Occupation 6. Employer 7. Marital status 8. 10 all pages 9. individual medical record or indkidual sheet 10.Medical record or&tnized PART 1 SCORE = I(#YES RESPONSES/10 INDICATORS)/# OFMEDICAL RECORDS]X 100 PART.2 MEDICAL PRACTICE 11.Completed problem list or summary health maintenance exams 12.Current coed list or med note 13•Allergies and adverse reactions 14.Past coed history 15.Each entry dated 16.E-ich entry has provider's name,initials 17.Provider's profession each entry 18.Legible 19.Nisit exam coincides with CC PART 2 SCORE = 1(# YES RESPONSES/9 INDICATORS)/#OF\fE•DICAL RE•CORDSI X 100 TOTAL SCORE = ((PART I SCORE_X.15) + (PART 2 SCORE—X.85)) _ 1'LUTAIICII. A UM ALVILAV SIIL'L'T PART 1 AND PARI. 2 Provider ID Revicwer 11) Date of Review AA9RR from 111A Staff Croup Initial Review Re•lteview MEXIllrK IDEN'1117ICATION CRITERIA PART 1 Y=Yes N =No line STRUCTURAL 1NTECR.1'IY Taal• 1.Sex 2.Date of birth 3.Clonic address 4.Home or one of parents pork phone number 5.Employer of at least one parent 6.ID all pages 7.Indi%idual medical record or indioidual sheet S.Medical record organized PART 1 SCORE = 1(#YES RESPONSES/$INDICATORS)/# OF.%IE•DICAL RE•COIUDS]X 100 PART 2 MEDICAL PRACTICE 9.Completed problem list or summary health maintenance exams 10.Current med list or med note 11.Allergies and adverse reactions 12.Past med history 13• Lich entry dated 14.Each entry has prodder's name,initials 15. Provider's profession each entry 16. Legible 17.Visit exam coincides with CC IS. Up-todate immunizations documented PART 2 SCORE = 1(# ITS RESPONSES/10)1# OF MEDICAL HE-CORDS)X 100 TOTAL SCORE - 1(PART 1 SCORE_X.15) t (PART 2 SCORE—X.85)1 = • HOSPITAL/CLINIC QUALITY INDICATORS OIIALITY ASSESSMENT & IMPROVEMENT PLAN 1994 Ambulatory-Care-Administration 1. Ambulatory Care Patient Complaints. 2. Ambulatory Care Unusual Occurrences. 3. Summary of Waiting Time To Obtain Appointments in Ambulatory Care Clinics. Ambulatory care Nursing 1. Adult Patient Preparation - Allergy, chief complaint, vital signs, second hand smoke exposure for Pediatric patients, patient teaching, signature and..title from last visit. 2. Noting Orders - Each intervention checked, signature and title from last Doctor's orders noted. 3. Injections - documentation of consent, route, site, date, time, signature and title. 4. PPD - Results documented within 48-72 hours, or attempt to contact patient, results in millimeters, date, signature and title. 5. Endoscopy - Preparation of patient for exam, presence of referral -note, and X-Ray present for exam. Central Suvvly 1. Biological and Chemical Indicators of the Sterilization Process. 2. Prepared Instrument packs will meet standards for cleanliness and content 100% of the time. Clinical Laboratory 1. Improperly identified Specimen/Slips. 2. Number of Lab Response Delay to Blood Draw Requests. 3. Number of Contaminated Blood Cultures. 4. Number of Instances Receipt of STAT Delayed more than 10 minutes. 5. Number of Unspun Blood Specimens Maximum Received more than 8 hours. 6. Percent of Quality Control results above 2SD not investigated. 7. Correlation of Reference Lab Results. 1 HOSPITAL/CLINIC QUALITY INDICATORS Education and Training Department 1. Inservice of new equipment. 2. Classes identified needs assessment are offered by Education and Training Dept. 3. Compliance with mandatory annual Safety Review Program (Skills Day) . 4. Compliance with mandatory biannual CPR proficiency requirement. Emergency Preparedness Committee 1. Implement The Hospital Emergency Incident Command System (HEICS) . Environmental Services 1. Improving Organizational Performance: Inspections by Manager & Supervisor to initiate and maintain Improvement, Leadership, and Planning. 2. Safety Management: Safety inspection includes routine inspection of staff activities, to reduce the risk of human injury. 3. Number of Employee Accidents: Documentation of employee injuries, as part of the continuing education of all personnel and specific job-related hazards. 4.A Infection Control Linens: (clean & soiled) Written Procedures for Infection Surveillance: Supply an adequate amount of clean linen for at least 3 complete bed changes for the hospital's licensed bed capacity. 4.B Soiled Linen shall be handled, stored, and processed in a manner that will prevent the spread of infection and will assure the maintenance of clean linen. 5. Linen Replacement Cost: (lost, torn, worn, out-of-stock) Consultation from Linen Company. 6. Bio-Hazard Waste: (Medical Waste Management Program) It is handled according to applicable laws and regulations. Equipment Management 1. Failure Analysis. 2. Customer Service Evaluations. 3 HOSPITAL/CLINIC QUALITY INDICATORS NURSING Generic Nursing Indicators 1. Crash Cart Readiness. 2. Accu Check Calibration Accuracy. 3. Refrigerator Temperature Checks. ---- 4. Nursing Documentation of Admissions, Discharges, Care Plans, and Nursing Care Record. 5. Unusual Occurrence 6. Medical. Record Completion .B-Medical Unit 1. Leather Restraints. 2. Soft Safety Devices. 3. Peripherally Inserted Central Catheter. 4. Maintenance of Skin Integrity. Critical Care 1. Central line care, assessment, documentation, and physician notification. Detention Facilities 1. Monitoring of inmate self-administration of medication system. 2. Effectiveness of sick call triage. 3. Monitoring of intake screening process. Emergency Room 1. Triage patient assessment. 2. Completeness of Emergency Room Nursing Form. Family Care Unit 1. Respiratory Assessment of Pediatric Asthma Patients Aspect of Care. 2. Respiratory Care of Post-Operative Patients. 3. Documentation of Education on The Post-Surgical TAH/BSO Patient. Geriatrics 1. Patient falls and effectiveness of preventive measures. 5 HOSPITAL/CLINIC QUALITY INDICATORS Surgical Vnit 1. Management of Pain. 2. Wound Management. 3. Pre and Post Surgical Management. 4. Education of the -Surgical/Orthopedic Patient. Patient ombudsperson 1. All patient complaints will be handled at the time that they are identified. 2. Numbers and categories of complaints will be tracked for patterns and opportunities for improving patient relations and/or services. Pharmacy 1. Controlled Substance Monitoring. 2. Controlled Substance Nursing Sheets. 3. PYXIS Discrepancy Reports. 4 . Inpatient_Dispensing Errors. 5. Outpatient Dispensing Errors. 6. Medi-Span Drug Interactions into computer. 7. Outpatient Counselling by Pharmacist for new prescriptions. (J6 HQAIND94.LST) 7 ATTACHMENT D Contra Costa Health Plan . Table Of Contents Executive Summary Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . I Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A Population . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B Services . . . . . . . . . . . . . . ... . . . . . . . . . . . . . . . . . . . . . . . . C Information Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D Processes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E Enrollment Process . . . . . . . . . . . . . . 0 . 00 . . . . . . . . . . . 0 . . . . II Enrollment Procedure A Disenrollment Procedure B Enrollment/Disenrollment Reports/Audits . . . . . . . . . C Utilization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . III Professional Healthcare System (PHS) . . . . . . . . . . . . A In-Plan Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Claims Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . IV Referrals . . . . . . . . . . 0 . . . . 000 . . . . . . . . . . . . . . . . . . . A Authorizations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B Claims Submission . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Adjudication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D Payments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . E Financial Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . V Capitation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A Claims Processing B Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . C Auditing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D Complaint And Grievance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . VI Contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A Input/Tracking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B Follow-Up/Resolution C Reporting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . D Charts Flow Chart - CCHP Medi-Cal Processing. Screens Enroll Subscriber Screen. Enroll Additional Members Screen. Disenroll/Re-Enroll Member Screen. Authorizations Screen. Grievance Entry Program Screen. Forms Grievance Form. Graphs Grievance/Complaints Trends Graph. Reports Enrollment Reports - Medi-Cal Enrollment Comparison. Medi-Cal Applications Monthly Sum. Medi-Cal Monthly Disenrollment Sum. Utilization/Claims - Suspended Claims. Financial Reports - Quarterly Utilization. Medi-Cal Crossover Summary. Medi-Cal Non-Crossover Summary. Total Medi-Cal Member Summary. Medi-Cal Utilization. Grievance Reports - Number Of Activities On Average. Number Of Activities By Type. • Number Of Activities By Method. Completed Disenrollment/Cause. Completed Emergency Disenroll. Disenroll By Site And Type. Number Of Disenroll/Two Months. Board Of Supervisors #1. Board Of Supervisors #IA. Board Of Supervisors #2. Data Dictionaries (Demographic/Utilization Files) Data Dictionary Definition. Data Dictionary - Subscribers. Data Dictionary - Members. (partial) Data -Dictionary - Member.Add. Data Dictionary - Disenroll. Data Dictionary - Encounter. (partial) Data Dictionary - PH.Claims. Data Dictionary - Physician. Data Dictionary - Authorization. Data Dictionary - Vendor. Data Dictionary - Diagnosis. Data Dictionary - Master.Claims. (partial) Data Dictionary - Grievance. Executive summary This document provides an outline of the Contra Costa Health Plan, including its philosophies, services, and operations. The focus of this reference is on the interaction this organization has with its Medi-Cal members. of course, these operations as they apply to non- Medi-Cal members are similar. I. introduction A. Location - The Contra Costa Health Plan is a Health Maintenance Organization operated by the Health Services Department of Contra Costa County. The CCHP business office is located in Martinez, as is Merrithew Memorial, the hospital it serves. The members of the CCHP also have access to the HSD health clinics in Richmond, Pittsburg, Concord, and Brentwood. B. Population - Contra Costa County has approximately 65,000 Medi- Cal eligible clients. 10,000 of these client are enrolled in the CCHP. In addition, 15,000-20,000 Medi-Cal clients utilize the hospital and health clinics on a fee-for-service basis. The CCHP also has 10,000-11,000 members that are not Medi-Cal clients. The Managed Care program is estimated to add an additional 50,000 Medi- cal clients to the CCHP. C. Services - The philosophy of the CCHP incorporates the practice of preventative or managed health care, including a Primary Care Physician, regular check-ups, wellness programs, Advice nurses, as well as emergency services and more. D. Information Systems - The CCHP currently employs 48 people to assist in providing these services for the population it serves. The success of operations can also be attributed to the information systems, data processing expertise, and technology provided by the Health Services Information Systems Department, without which the number of clients served and the quality available would not be possible. The HSD IS Department manages the information systems used by the CCHP for all aspects of the members health care. The primary systems implemented are the CCHP System, previously referred to as the COMTEC system, and the Professional Healthcare System (PHS) . The PHS system primarily contains information regarding services received by members at the HSD Hospital and clinics, and billing information. The CCHP System encompasses all other operations and has access to the PHS information. The Pharmaceutical Care Network (PCN) system is a private industry system utilized by the CCHP which allows a patient to fill a prescription at many non-HSD pharmacies. The HSD also operates its own pharmacies which run on the PRX software. CCHP units use these systems to research member inquiries, assist members with problem resolution, various audits, reports, etc. Many demographic and utilization files are accessible by these systems. E. Processes - The major processes performed by the CCHP on a day to day include the enrollment and disenrollment of members, the utilization and authorization of the services available, the processing of claims, financial reporting, and grievance reporting. Many procedures are in-place that dictate the manner in which these processes are performed, and to assure efficient and effective monitoring of health care for CCHP members. 11, Barollment A. 8nrollment process - To become a member of the CCHP, all clients go through an enrollment process. The three Product Lines (groups) served by the CCHP are Medi-Cal, MediCare, and Commercial (employees of CCC and Individual policies) . Members that are both Medi-Care and Medi-Cal clients are referred to as Crossovers. Members that are only Medi-Cal clients are referred to as non- crossovers. The Contra Costa County Basic Adult Care clients are managed by the CCHP, but are not members. The enrollment process is different for the various groups served. Two methods exist to process Medi-Cal enrollees. The first method for Medi-cal clients is to visit one of the five Social Services Department locations. This department has a service called Health Care Options. A representative explains the health care options available to the client, including CCHP, fee-for- service, and Kaiser. This application information is entered on- line to the State Department Of Health. The second method involves an employee of the CCHP, whose primary responsibility is to solicit Medi-Cal users for enrollment. If the client desires enrollment, this information is forwarded to the State Department Of Health from the CCHP once a month. CCHP Enrollment Unit clerks input the applicant data in the CCHP system, including Medi-Cal number and demographic information, for each applicant on a daily basis. Once a month a CCHP Data Unit clerk inputs this demographic information into the Contra Costa County Data Processing Unit's Sperry Univax system, which prepares the data for the State. The CCC DP Unit is notified upon completion. The CCC DP Unit transfers the data from Sperry Univax system to a tape. This tape is then forwarded to the State by a CCHP Data Unit clerk. In either case, if the State approves the applicant, they update their Cal-Med system. The State forwards the Cal-Med Renewal tape, referred to as the PHP (Pre-Paid Health Plan) tape, to Contra Costa County at the end of each month. This tape provides an automatic means to enroll Medi-Cal clients into the CCHP system, and to maintain records for all enrollees under the Medi-Cal program. The automatic enrollment process rejects records that may need special attention. These records can be adjusted and/or manually enrolled if needed. All manual enrollments and re-enrollments are performed by a CCHP Enrollment Unit clerk through the Enrollment programs. All information obtained in the enrollment process is stored in the demographic files. The enrollment information is virtually the same for each Product Line. This information includes the demographic data of each member, as well as a status field indicating if the member is currently enrolled, re-enrolled, disenrolled, or pending. Each Medi-Cal applicant is entered in an applied (pending) status until notification of the State's acceptance or . rejection is received. While in this status services are available at Merrithew Memorial Hospital or at the HSD clinics. However, the services are not covered by the CCHP until approval. Once the approval of the applicants) is confirmed, the demographic files are updated to reflect this and the member is informed of the full services available through the CCHP by a CCHP Member Services Representative. This orientation includes a package of literature which details the locations of each clinic, the services provided at each clinic, the member's rights, pharmaceutical options, etc. B. Disenrollment Process - There are three methods in which a member may be disenrolled. Firstly, upon receipt of the PHP tape from the State, members that the State has concluded as ineligible are automatically disenrolled. If this occurs, the State and/or a Social Services worker is responsible for notifying the member. Secondly, the State may put a member in a Hold status. This means that the State is reviewing the member's eligibility and may declare the member ineligible in the near future. In this case a Social Services worker will work with the State and the member to determine eligibility. If ineligibility is determined or if the status of Hold is unchanged over a two month period, the member is automatically disenrolled by the CCHP system. When the State indicates that a member's coverage is in a Hold status, a CCHP Enrollment Unit clerk notifies the member and explains their rights to apply and/or receive other health insurance, to assure continual coverage. Thirdly, if a member no longer desires an enrollment into the CCHP, they must complete the required forms through the Member Services Unit. Members are then disenrolled in CCHP by an Enrollment Unit clerk. C. Reporting - Reports and audits generated monthly by the Enrollment Unit include: New Enrollees Programs - Detail of all new enrollees, screened and verified. Information is used to complete monthly report which verifies the number of enrollees by enroller. Medi-Cal Monthly Summary - The names of new Medi-Cal enrollees are verified against the corresponding months active Medi-Cal list. Pending Listing - A listing of Medi-Cal members that the State has put in a Hold status. Used to notify member of change in status and to offer conversion rights. Group Change/Conversion Listing - A listing of members, that have changed group coverages in a given month. This information is used to complete a monthly report. Disenrollment Listing - A list of all disenrollments of a given month. Names are screened and verified, then the information. is used to complete a monthly report. Membership Comparison - On a quarterly basis, data is retrieved from membership and PHP tape files to compare names and confirm current enrollment. Discrepancies are screened and identified. The findings of this audit is formatted into a report to indicate matching totals. III. utilisation A. PHS - The Professional Healthcare System (PHS) is used by the Contra Costa County Health Services Department to complete patient registrations, bill for services rendered, and confirm Medi-Cal eligibility. B.In-plan Services - The activities of all in-plan members that take place at Merrithew Memorial Hospital and/or the HSD clinics are tracked through the PHS computer system. A tape containing this data is loaded onto the CCHP system once a month. This information includes the dates and places that the members where served, diagnosis, services received, and billing information. This information is reviewed and posted to the utilization files. C. Reporting - All of this information is available for both regularly scheduled reports and Ad hoc reports. These reports are performed by both the CCHP and HSD IS staff. All regular reports are scheduled on a calendar to insure that the they are executed at the proper time. Ad hoc reports are run when needed or requested. The programs, reports, and/or files incorporated in the utilization process are Patcom Tape, Patcom Transaction Report, Post Patcom Encounters, and Purged Posted Patcom Transactions. These reports provide a means to effectively monitor the healthcare of all CCHP members, which is the goal of our Managed HealthCare system. IV. Claims Processinc A. Referrals - When a service is required but not available at Merrithew Memorial hospital or one of the HSD health clinics, a patient may be referred to an out-of-plan provider. This process starts with a recommendation from a doctor or Social worker. A doctor, Social worker, or appointed nurse will then contact a CCHP Medical Record Technician for a verbal authorization. B. Authorizations - The Medical Record Technician confirms that the patient meets certain criteria before issuing an authorization number. This criteria includes confirmation that the service is covered by the patients group plan and that the out-of-plan provider has an agreement with the CCHP. The Medical Record Technician inputs the information regarding the patient including a General Ledger number, date of service, and payment amount, etc. In addition, an authorization number, which is generated by the Authorization program, is input into the CCHP system through the Authorization program. Claims are input as suspended until they are batched for payment. If the patient is admitted to the out-of-plan provider, the Medical Record Technician contacts the provider periodically to find out if the patient is stable for transfer to Merrithew Memorial Hospital. If this is confirmed, the information is forwarded to the Merrithew Memorial doctor that made the original recommendation. The doctor makes the decision to transfer the patient. C. Claims Submission - The Vendor Claim forms (A/P) from the out- of-plan provider are received in the CCHP Business office. This process is initiated with the confirmation of the eligibility of the patient by a CCHP staff reviewer D. Adjudication - Vendor claims are then forwarded to one of the CCHP Account clerks who matches the authorization numbers through the CCHP systems Authorizations Inquire screen with the authorized patients. Claims that are received that are not pre authorized are forwarded to the Authorizations Unit. If the services represented by these claims are covered by the patients plan, the information regarding the claim is input, assigned an authorization number, and returned to the Claims Unit for processing. If the services represented by the claim are not covered by the plan, the claim is denied. When a claim is denied, the Authorizations Unit sends out a letter of denial to the vendor and the member, and notifies the Claims Unit so that the denied suspended claim can be deleted. These claims are batched bi-weekly. E. Payments - After all current claims have been batched, the information is electronically transferred to the Contra Costa County Auditor/Controllers finance system. A hardcopy of the claims is also forwarded so that they can be matched against each warrant and microfilmed. The warrants are issued from the Auditor/ Controllers office to the out-of-plan provider. V. Financial Reporting A. Capitation - The amount of capitation that the CCHP receives from the State each month is based on the amount of Medi-Cal members enrolled. The Cal-Med Renewal tape received from the State each month is a general representation of this. When the State distributes the capitation, it is deposited directly into the CCHP account. A summary is forwarded from the State to the County. A Revenue And Usage report is generated monthly by the Health Services Data Processing Unit for the CCHP pertaining to this Medi- cal usage information. This report details the cost of care for the enrolled Medi-Cal users at the hospital and HSD clinics for the month. The CCHP Finance Department updates the General Ledger to reflect a transfer of funds from the CCHP to the HSD based on this report. B. Claims Processing - The funds received as capitation are used to pay any and all claims related to services received by the CCHP members. These includes, claims from PCN received twice a month, as well as out-of-plan service. The claims are received and processed at the CCHP, but the funds are distributed from the County Finance Department by the Auditor/Controller. C. Reporting - Several report facilities are implemented for reviewing and/or auditing Medi-Cal member activities. These include the Revenue and Usage report, PHS Log and Aged Trial Balance, Medi- Cal Fee for Services Inpatient, MediCare Fee for Service Outpatient log, PHS Outpatient Bills, Information Center, Medi-Cal Administration Cost File, and the PHS Medi-Cal Quarterly Utilization report. These reports are generated by both the CCHP Business Office staff, CCHP Financial Services staff and the Health Services Information Systems Department. D. Auditing - The Quarterly Utilization Cost report is generated and forwarded to the State Department of Health representative who is responsible for Medi-Cal in Contra Costa County. In addition, the CCHP is audited approximately once a year by the State regarding the cost of Medi-Cal members, the information accumulated for the audit is derived from both the CCHP and PHS systems. yI. Comiplaint and Grievance A. Contact - The CCHP is very concerned about the satisfaction of its members and problem trends associated with the service they receive. As mandated by the State, the CCHP has a Grievance System implemented to receive, track, resolve, follow-up, and report on feedback from our members. In addition, this system provides an option for disenrollment of Medi-Cal members, upon their request. The CCHP Grievance System exceeds the requirements of the State Department of Health Services, Health Care Finance Administration, and Department Of Corporations. The feedback received from our members might be a complaint, compliment, disenrollment, or just a question. The Grievance System is the primary responsibility of the Member Services Unit. 90% of the contacts between the Member Services Unit and a CCHP member are handled over the telephone. The other inquires are received by letters, or other means. The majority of the calls are just to obtain information. H. Input/Tracking - The CCHP system has a program referred to as the Grievance Module which exists for these calls. The program provides a means for the Member Services Representative to input information on the member and the reason for the call. A Type Code is input which represents the reason for the call. This code categorizes the nature of the call to allow for the tracking of the single complaint, as well as statistical reporting regarding a group of like complaints. All calls are saved in files on the CCHP system for future tracking and yearly auditing by regulating agencies, including the State. All calls are also output onto three-part Grievance Forms. One of these parts is always on file for the yearly audits by the State or other regulating agency. The other parts might be sent to the member or the site in which the grievance derived, depending on the circumstances of the call. C. Follow-up/Resolution - If the nature of the call is a complaint, the Member Services sends a Grievance Form notification, detailing the complaint, to the head of the unit in which the member is complaining about. This complaint stays active until a response is received. As mandated by the State, the CCHP has 30 days to responded to the member regarding the grievance. The Member Services Representative will follow-up on outstanding Grievance Form notifications and communicate with the CCHP member until a satisfactory resolution is achieved. D. Reporting - The Grievance Module report facility currently incorporates six report options to choose from. These include: Number Of Activities - Amount of calls by a particular representative, by grievance type, by particular method of inquire receipt, within a specified time period. Completed Medi-Cal Disenrollment For Cause - Listing of members who disenrolled, and reason for disenrollment, for a particular grievance, within a range of time, by site and zip code. Completed Emergency Medi-Cal Disenrollments - Listing of emergency disenrollments in the time period specified. Completed Medi-Cal Disenrollments Within Two Months Of Date Of Enrollment - Listing of amount of members who have disenrolled within two months or enrollment, by Marketing Representative. Advisory Boardi - A report listing the amount of grievances and assistance calls, for each Product Line, related to access, acceptability, quality of care, and enrollment issues, within a specified time period. • Advisory BoardiA - A report listing the amount of Medi-Cal disenrollments, related to access, acceptability, quality of care, and enrollments issues, a specified time period. Advisory Board2 - Amount of complaints from each CCHP facility regarding clinic waiting times, appointment waiting times, staff attitude, and Urgent Care issues, within a specified time period. Some of these reports are used internally for tracking and improvement. Other reports are forwarded to the CCHP Advisory Board, which is a group that is set-up by the Contra Costa Contra Board Of Supervisors. Charts Grievances - Out-Plan - When a service in-Plan - When a CCHP member A CCHP Mem- is not available at a CCHP visits any of the CCHP ber Services clinic, a member will be facilities, activities of the Rep. inputs, referred to an out-of-plan the visit are recorded in the tracks, and provider. An authorisation Utilisation and data files. attempts to number is obtained by a These files are transferred resolve com- CCHP Medical Record by tape to the CCHP System plaints. Technician. monthly. Out-Of-Plan Authorizations - A CCHP CCHP rf-ancial Services - Provider - Medical Record Technician Reports such as Revenue and Forwards assigns the authorization Usage are run monthly from bill to number and inputs all the PHS by the CCHP Finance Dep. CCHP. appropriate member data in- This report details the to Authorizations program, amount of Medi-Cal usage for which updates the Aut- the month. This information horizations data file.- is the basis for the amount of funds transferred from the CCHP account to the HSD. Claims Processing - When a claim is received from the Not-PraAuthorised Claims - out-of-plan provider, the When a claim is received CCHP Accounts clerk matches which is not preauthorized the authorization number the information is reviewed with the authorized member by an Authorization clerk. list. The claim is entered If approved, the claim goes as a Suspended claim until back to the CCHP Accounts batched and electronically clerk. If not approved, the transferred to the Auditor/ claim is denied. Controllers office. _T Auditor/Controllers - Upon receipt of the claim from the CCHP Accounts clerk, a check is issued to the out-of-plan provider. Contra Costa Health Plan Medi-Cal Processing Contra Costa County Social CCSP Qedi-Cal Representative Services - Application for contacts Medi-Cal Client Medi-Cal. Health Care options regarding CCHP enrollment. including CCHP are offered. Applicant is briefed on available services. CCHP Enrollment unit - Prepares applicant data and forwards it to the Contra:Costa County Data Processing unit, then transfers the tape to the State. State Department of Health - Upon approval, the state updates their Cal-Med system and forwards the PHP tape to Contra Costa County Health Services. Contra Costa County CCEP System - Medi- Cal members are automatically enrolled when the PHP tape is loaded onto the CCHP system. Demographic files such as the Members and Subscribers are updated. Reports - Many reports are generated from the CCHP system including Enrollment Population reports and other reports to track and audit member activity. Professional Healthcare System - The CCHP system and PHS interface so that eligibility of members is available to - < hospital and clinic staff from the CCHP System. Enrollment Screens HC111 E N R O L L S U B S C R I B E R -------------------------------------------------------------------------------- SUBSCRIBER NUMBER PREVIOUS MEMBER NO. I. LAST NAME FIRST & MI 2. ADDRESS 3. CITY STATE ZIP CODE 4. PHONE (HOME) H (WORK/OTHER) -------------------------------------------------------------------------------- 5. GROUP 6. ENROLLMENT DATE ! 10. CUSTOMER A/Rf 7. CYCLE NUMBER ! REVENUE G/Lf 8. HOLD BILL? ! 9. SOCIAL SEC# ! f ' 1 -------------------------------------------------------------------------------- CHANGE FIELD F-FILE X=EXIT R=RETYPE -------------------------------------------------------------------------------- HC112 E N R O L L A D D I T I O N A L M E M B E R S -------------------------------------------------------------------------------- SUBSCRIBER MEMBER GROUP I. LAST NAME FIRST & MI 2. BIRTHDATE 3. MEMBER'S PHONE NUMBER 11. FINANCIAL CLASS 4. SOC. SEC. # 12. PURGED DATE 5. MEDICAL RECORD# 13. PHYSICIAN 6. SEX (M/F) 14. BEGIN COVERAGE 7. RELATION CODE 15. PRIOR MEMBER# 8. MARITAL STATUS 16. CENTER 9. ETHNIC ORIGIN 10. PRI(P)-SEC S) -----=------------- O T H E R C A R R I E R S ----------------------------- 20. INS. CD. CONTRACT GROUP NAME INS. CD. CONTRACT GROUP NAME -------------------------------------------------------------------------------- CHANGE FIELD F=FILE X=EXIT R=RETYPE A=ADDITIONAL INFO. ------------------------------------------------------------------- ------ HC115 DISENROLL / RE-ENROLL MEMBERS -------------------------------------------------------------------------------- SUBSCRIBER MEDICAL RECORD GROUP LAST NAME FIRST & MI BIRTHDATE ENROLL STATUS SOC. SEC. # BEGIN COVERAGE SEX ( M/F ) 1. DS/RE/TR/CX/RF/GC/DR (D/R/T/C/RF/G/DR) 2. EFFECT. DATE 3. DATE REQUESTED 4. DISENROLLMENT CODE AND REASON ++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++++ PENDING? (Y/N) REASON 5. NEW GROUP# -------------------------------------------------------------------------------- CHANGE FIELD F=FILE X=EXIT R=RETYPE -------------------------------------------------------------------------------- Authorization Screen HC441.1 INPATIENT AUTHORIZATIONS -------------------------------------------------------------------------------- AUTHORIZATION NO. TYPE (I/L) -------------------------------------------------------------------------------- 1. SUBSCRIBER MR NAME GROUP PLAN INSURANCE AGE SEX 2. P/C PHYS 5. LIABILITY (Y/N/S/V) 3. P/C CENTER 6. COB (W/A/0) 4. ATT. PROV --------------------------------------------------------------------------------- 7. ADMIT DATE ! 16. DIAGNOSIS 8. PERC. DAYS 50 75 90 ! 9. EST. DISCH ! 10. ACT. DISCH ! 17. EST. AMOUNT 11. HOSPITAL ! 18. G/L NUMBER 12. AUTHORIZER ! 19. REVIEW DATE 13. AUTH. DATE 13A. DAYS ! 20. NEWBORN DIS 21. DAYS 14. AUTH. TIME ! 22. BOARDER DAYS 15. BED TYPE ! 23. REMARKS BED DAYS ! -------------------------------------------------------------------------------- CHANGE FIELD X = EXIT F = FILE R = REDISPLAY -------------------------------------------------------------------------------- Grievance Screen GRIEV.# 24472 MEMBER?(Y/N) 1. TYPE -------------------------------------------------------------------------------- 2. LAST NAME FIRST MEMBER# MEDI-CAL,# GROUP SOCIAL SECURITY# MEDICAL RECORD# DATE OF ENROLLMENT BIRTH DATE ENROLLER PREMIUM . -------------------------------------------------------------------------------- 3. STREET 4. PHONE 5. CITY 6. ZIP -------------------------------------------------------------------------------- 7. DATE RECEIVED S. MEMBER SERVICE REP. 9. DATE OF INCIDENT 10.METHOD RECEIVED (MA-MAIL,PH-PHONE,WI-WALKIN,WC-WHITE COURTESY,FO-FORM) ll.SITE 12.DATE REFERRED FOR REV. 13.DEPT. 14.DATE TO BE RETURNED 15.STAFF NAME 16.DATE RETURNED 17.GRIEVE-1 18.REV. BY1 19.GRIEVE-2 20.REV. BY2 21.DISENROLL REQUESTED? (YIN) 22.RESPONSE REQUESTED? (YIN) -------------------------------------------------------------------------------- CHANGE FIELD X = EXIT F - FILE DEL = DELETE R = REDISPLAY -------------------------------------------------------------------------------- *** Grievance Entry Program *** ATTACHMENT E CCHP CREDENTIALING/RECREDENTIALING GUIDELINES I. PURPOSE-CCHP Credentialing Committee will credential all licensed Providers who provide care to CCHP members initially, and recredential or recertify every two years thereafter . II . GOALS--All out-of-plan providers currently serving CCHP members will be credentialed by the end July, 1995. All new contracted providers will have credentialing accomplished prior to seeing CCHP members. III . COMMITTEE RESPONSIBILITIES Reviews qualifications of physician applicants and of existing physician providers, and other licensed health care providers for credentialing and recredentialing according to NCAA requirements. Primary verification of qualifications will be accomplished prior to review by the Committee. In addition to the information obtained during initial credentialing, the recredentialing process includes review of data from member complaints, quality reviews, utilization management , and member satisfaction surveys. IV. APPEALS PROCESS If the Credentialing Committee denies an inital application, or recredentialing, the provider is notified in writing the reason for the denial , and given the opportunity to appeal the decision if desired. 1 . The applicant meets with the Credentialing Committee to provide any additional information. The Committee will then notify provider of decision to stay or overturn the denial within two weeks. The provider is notified that a final appeal may be made, if requested, to the Integrated Quality Assurance Committee. 2. The IQAC reviews the application and review. Any new information will be reviewed. Applicant has a right to be represented by council . The decision of the committee is final . The provider will be notified within 4 weeks of the appeal review. V. DELEGATION OF CREDENTIALING/RECREDENTIALING CCHP Credentialing committee retains the authority to review and approve delegated credentialing. Records must be available to CCHP, and any auditing agency, upon request . Regular reports, at least quarterly, from delegated sources must be reviewed by the CCHP Credentiaiing Committee, and the results forwarded at regular intervals to the CCHP Quality Council . VI . THRESHHOLD FOR INTERMITTANTLY USED PROVIDERS CCHP will requi re, credential ing of providers who see at least 10 different members in a 12 month period. VII. The Credentialing Committee reports to the CCHP Quality Council . Guidelines are to be reviewed annually to ascertain compliance with current regulations. Preferred Physician o Out Of Plan Credentialing Questionnaire �w ��•� Contra Costa Health Plan �N A division of Contra Costa Health Saviees Department t. p 595 Center Avenue,Suite 100 Martinez.California 94553 PLEA5E(3011t1PLE'fE #IIS'QUESTI:ONNAIRE AND RETURN AS SQON AS POSSJBLEitl igtus#tt�ns m4tst contain a, ifa sa.on is Iica � ble. lease tost a. . Groep prac#ices ati parme'ahtlu gold cornpletra aepttrats gpplu atron't'or rash provrder Howt:vrr,if'yi4n are dart of:sn IPAor' er Medical Practitroner:(3rotrp thatltas an tsocnedtted Cr9deotasJ p�o�ratst forellsprofesttlonals.please arc l =a In Goordinatorto contact Susanne Penio d 8 before,:comp[eting fhu que tioruoeire SECTION I Provider's Name Last First Middle Suffix Organization Name Work Address City State Zip Phone No. Home Address City State Zip Phone No. License No. State of Licensure Field of License Expiration Date Date of Birth mm/dd/yy Social Security No.(U.S.) Federal DEA No. Tax ID No. Professional Schoo)(s)Attended: Year of Graduation SECTION TI List all practice activity for the past ten years.Please give locations and dates starting with current practice.Any missing dates should be fully explained. I SECTION III. Board Certification Date Specialty Board Eligibility Expiration Date SECTION IV. Education History—You may substitute your current C.V.or complete the following.In each case please give full name of institute,address,year of graduation,degree and date. Undergraduate: Medical School: Internship: Residency- Residency: esidencyResidency: Fellowship: Other: Foreign Medical School Graduate D Yes O No Date Certified No. School List any other states in which you have been or are licensed and/or practiced during previous 10 years.Please indicate any restrictions or suspensions,etc. State Dates License No. Status SECTION V. List Medical associations and society memberships: 2 SECTION VI. List hospitals giving type of privilege,restrictions,etc: SECTION VII. List contracts/employment with other health care organizations such as HMO,PPO,IPAs,etc. SECTION VIII. List groups,practice affiliations,clinic or professional corporations,and any partnerships not mentioned elsewhere in this questionnaire from which you receive any financial consideration and/or to which you might refer CCHP patients. SECTION IX. List ownership and investment interests or organizations from which you receive financial considerations(include all health plans,health care provider organizations,health care services such as lab,pharmacy,etc.): SECTION X. List all Board Certifications or Eligibility: SECTION XI. Continuing Medical Education: On a separate sheet of paper,list all postgraduate activities for which you have received credit in the past two years or submit a copy of report from authorized association to which you report your Continuing Medical Education. SECTION XII. Give details of Professional Liability Insurance or attach copy policy: Carrier: Cover: Limitations: Term: Renewal: No: SECTION XIII. List any judgements or settlements made against you in any professional liability cases or any cases pending,and any out of court settlements during last ten years. 3 SECTION XIII.(Continued) SECTION XIV. List all insurance carriers during past ten years: SECTION XV. Check correct answer to following questions: 1. Have you ever been treated for alcoholism,substance abuse,or mentally illness? ❑ Yes ❑ No 2. Have you now or ever had any chronic physical defect or emotional impairment? O Yes ❑ No 3. Has your professional liability insurance ever had a premium increase,been denied, canceled,not renewed? O Yes ❑ No 4. Has your medical license ever been revoked,suspended,or canceled? O Yes ❑ No 5. Has your permit to prescribe drugs ever been revoked or suspended? O Yes ❑ No 6. Has any hospital ever censured,restricted,suspended or revoked your priviliges? ❑ Yes ❑ No 7. Have you even been denied a medical license or certification by a specialty board? O Yes ❑ No 8. Have you even been convicted of a crime other than a minor traffic moving violation? O Yes ❑ No 9. Has your membership in any professional society or association even been canceled, revoked,or censured? O Yes O No 10. To your knowledge,has any fee complaint ever been registered against you? O Yes O No 11. Has Medicare,Medicaid,PRO,or PSRO authorities ever brought documented charges against you for alleged inappropriate fees or quality of care issues? ❑ Yes O No 12. Have any claim or suit for alleged malpractice ever been brought against you,or are you aware of any circumstances that might lead to such a claim or suit? O Yes O No 4 SECTION XVI. List any pending malpractice claims and any settled claims in the past ten years: SECTION XVII. Have you ever been denied membership an any hospital staff or denied advancement in medical staff status,or are any such actions pending?If yes,please explain SECTION XVIII. Have you ever been convicted of a felony or pled guilty to any crime relating to your professional service?If yes, please explain. SECTION IXX. Have you ever been denied certification,recertification,or has your eligibility status changed with respect to certification or recertification by a specialty board?If yes,please explain: SFCTION XX. Give below three personal medical references. One may be a current professional colleague associated with your practice,one should be practicing in your discipline outside of your own practice,and the third must be practicing outside of your specialty discipline. Name Address Phone No. Association 1 fully understand that any misrepresentations in,or omission from this application/credential questionnaire bearing on my qualifications constitutes cause for denial of participation in the company system.All information submitted by me in this application is warranted to be true and correct. In making this application to the company system,l agree to abide by its rules,regulations,and policies as these may be promulgated from time to time.1 am also familiar with the principles and standards which govern my specialty and profession,and 1 agree to be bound by those as well. I understand and agree that 1,as an applicant for the company system membership,have the burden of producing adequate information for the proper evaluation and primary verification of my credentials,including professional competence,character,ethics,and other qualifications, and am responsible for resolving any doubts about such qualifications. Signature Dated Please check where you have not completed a question preferring to send a copy document: O Copy of current medical license,signed and dated O Copy of DEA certificate,signed and date O Copy of Board Certification O Copy of malpractice insurance facesheet O Curriculum Vitae O Other—Specify 5 Title Credentials Verification Form: By applying or reapplying for membership in the company system,I: (please check all boxes below) ❑ do hereby signify my willingness to appear for an interview. 13 authorized the company system or its representatives to consult with administrators,members of the medical staff of other hospitals or institutions which I have been associated with,and others,including past and present mal- practice carriers who may have information regarding my credentials. ❑ authorize the company system to contract the personal professional references give above O Consent to inspection by,and release to,the company all records and documents,including my own personal medical records,that may be material to an evaluation of my professional competence as well as my moral and ethical qualifications for membership. ❑ release from liability all representatives of the company for their acts performed in good faith and without malice in connection with evaluating my application,credentials,and qualifications. D release from liability all individuals and organizations who provide information to the company in good faith and without malice concerning my professional competence,ethics,and character,AND D hereby consent to release of such information. Signature Dated Please note that we will be verifying at source all information contained in this questionnaire. Your questionnaire is treated as confidential in our system,and your social security number will only be used in connection with the National Practitioner Data Bank querying system. If you have any questions,please call Dr. Bill Burr at 313-6019 or Susanne Penfold at 313-6008. Thanks you for completing and returning this questionnaire. Return to: Bill Burr,MD,Medical Director Contra Costa Health Plan 595 Center Avenue,Suite 100 Martinez,California 94553 r Please do not.umte below R. title i 1 1 1 :I ns$ licat-on was revaewed-by:he Plan's CredenUahng 1✓ommittee and approved by the CCHP Medical 1 pp. 1 Director.*nth the following rtcoriamendaUons 1Appointment ui O Approved CCHP Provider; C11 deferred ❑ Not Recommended 1 1 1 i luith pnvinges>n Mayor Category of Practice Medical or Surgical Subspecialty 1 1 Dated 1 Signed 1 CCHP Medical Director,Bill Burr,KD or Designee. 1 2194 6 ATTACHMENT F MEMORANDUM OF UNDERSTANDING BETWEEN CONTRA COSTA HEALTH PLAN AND MERRITHEW MEMORIAL HOSPITAL AND CLINICS August 1994 BACKGROUND: This Memorandum of Understanding between the Contra Costa Health Plan (CCHP) and Merrithew Memorial Hospital and Clinics (MMH&C) sets out respective roles and responsibilities in Quality Assurance, Credentialing, and Utilization Review. It is designed in compliance with Federal (42CFR434.34) and California State Department of Health Services regulations. These Federal and State regulations require that each Health Maintenance Organization or Prepaid Health Plan which contracts with State Medicaid agencies has in place an internal Quality Assurance system. Internal Quality Assurance programs(IQAPs)shall consist of systematic activities, undertaken by the managed care organization itself, to monitor and evaluate the cane delivered to enrollees according to predetermined objective standards, and to effect improvements as needed. CCHP has no direct control over the provider system of MMH&C. Further, the provider staff are employees of the hospital and are governed according to the current bylaws of the MMH&C Medical Staff, and report ultimately to the Contra Costa Board of Supervisors. In order for CCHP to fulfill its legal obligation to be responsible for the quality of care provided to its enrollees, this Memorandum of Understanding outlines the delegation by CCHP of certain functions to MMH&C and the Medical Staff, while maintaining the required oversight functions of these delegated activities. DELEGATED ACTIVITIES: 1. Quality Assurance Plan for CCHP enrollees obtaining care at MMH&C 2. Credentialing of MMH&C provider staff and all MMH&C contracted providers who provide care 3. Utilization Review and provider utilization data collection The CCHP Quality Council shall receive quarterly a Quality Management activities report from the Medical Quality Assurance Committee or more frequently as needed. This report shall contain information regarding current Quality Management projects, problems identified, and corrective action taken regarding the care provided to CCHP enrollees. When specific problems are identified such as access, continuity of care, or other audit deficiencies, the Medical Staff and MMH&C will take corrective action as soon as possible. Confidentiality is ensured due to the legally protected nature of Quality Management activities, and the signed confidentiality statements of all CCHP Quality Management and Utilization Management Committee members and staff. According to the California Medical Board Regulations, Section 805, the revocation or reduction of privileges of any medical provider, whether employed by or contracted with MMH&C, shall result in the notification of the Medical Director of CCHP in a timely manner. The delegation of credentialing of the Medical Staff and providers contracting with the hospital, requires that CCHP retain the right to examine any credentials of providers caring for CCHP enrollees. The credentialing process shall follow current NCOA guidelines for primary verification, recredentialing, recertification, and use of the National Physicians' Data Bank and the California Board of Medical Examiners. CCHP Quality Council shall receive regular Memorandum of Understanding Between Contra Costs Health Plan and Merrithew Memorial Hospital and Clinics August 1994 Page Two Credentialing Committee minutes from the MMH&C Medical Staff. Utilization Review will be conducted by the hospital Utilization Review Department, which will refer out-of-plan authorization requests on Plan enrollees to the Authorization Unit of CCHP, or to the Medical Director, whichever is appropriate. Aggregated utilization data collected by MMH&C will be made available to the CCHP Medical Director, who is a current member of the MMH&C Utilization Task Force. CCHP will share its utilization data regarding provider activities with MMH&C for the purpose of improving quality and cost-effectiveness. This agreement shall remain in effect indefinitely, unless modified by joint written agreement of CCHP, MMH&C, and the Medical Staff. Executive Director Date Contra Costa Health Plan Executive Director Date Merrithew Memorial Hospital & Clinics President, Medical Staff Date I-U:MOU ATTAa-]�ENT G Contra Costa County October 1987 QUALITY ASSURANCE COORDINATOR DEFINITION: Under direction, coordinates non-physician-quality assurance activities for Merrithew Memorial Hospital and clinics; facilitates the integration of hospital ancillary service quality assurance activities with those of the medical staff; provides administrative staff assistance to the Medical Quality Assurance Committee; performs related work as required. DISTINGUISHING CHARACTERISTICS: Quality Assurance Coordinator is a single position management class which is located in the hospital and clinics division of the Health Services Department and is identified as an administrative staff position assigned to monitor and coordinate hospital quality assurance activities. This class is distinguished from Utilization Review Coordinator in that positions in the latter class perform clinically oriented chart reviews and assist in the collection of physician quality assurance data. This class reports to the Associate Hospital Executive Director - Patient Care. TYPICAL TASKS: Receives and reviews incident reports and other information for the purpose of monitoring quality assurance (QA) activities in the hospital ancillary services; makes referrals for action; maintains a tracking system of activities to insure hospital accreditation standards are met; recommends what information, to whom, and how often QA data is reported; prepares schedules and reports on QA problems and solutions for hospital administration and the medical staff; attends meetings of the Medical Quality Assurance Committee, collects data and prepares reports for them and protects the confidentiality of committee proceedings; reviews the minutes of ancillary department QA activities to monitor the resolution of QA issues; assists physician and departmental QA committees develop criteria for QA studies and appropriate QA monitors/screens; recommends methodology and assists in the collection, analysis and presentation of data for QA studies; serves as a resource person for other staff members relative to QA issues; participates in the National Association of QA professionals and the local Patient Care Assessment Council for the purpose of staying informed on new developments; prepares a variety of reports and correspondence. MINIMUM QUALIFICATIONS: License Required: Possession of a valid license as a Registered Nurse in the State of California. Experience: Three years of fulltime experience or its equivalent as_ a Registered Nurse in an acute care hospital . Substitution: Possession of a baccalaureate degree in nursing from an accredited college or university may be substituted for six months of the required experience. KNOWLEDGE. SKILLS AND ABILITIES: Knowledge of quality assurance principles and practices applicable to hospitals and clinics; knowledge of acute care hospital organization and the inter-relationships of various clinical and diagnostics services; knowledge of medical staff organization including the roles and responsibilities of physician committees; knowledge of medical terminology, hospital routine and commonly used medical equipment; knowledge of fundamental statistics and methods of graphic presentation; ability to organize and conduct medically oriented quality assurance studies; ability to gather, analyze and present data; ability to communicate effectively verbally and in writing; ability to get along with physicians, nurses and other health care professionals. Class Code: VWSE Contra Costa County September 1987 UTILIZATION REVIEW COORDINATOR DEFINITION: Under general supervision, coordinates assigned utilization review activities in an acute care hospital ; identifies potential or existing physician quality assurance issues and refers them to the appropriate persons; provides administrative staff assistance to designated physician committees; performs related work as required. DISTINGUISHING CHARACTERISTICS: Positions in this class are located in the Utilization Review Office at Merrithew Memorial Hospital in the Health Services Department. Incumbents perform clinically oriented medical chart reviews and other administrative staff activities to meet the requirements of the Hospital Utilization Review plan, State and Federal regulations, insurance company requirements for reimbursement and facility accreditation standards. Supervision is received from a Supervising Nurse. TYPICAL TASKS: Obtains medical records for in-patient admissions, scrutinizes them to determine if required documentation is present and completes patient review forms recording such examinations; continues chart reviews during in-patient stay and discusses care changes with attending physicians and others; documents changes in the level of care and initiates change of status notifications to record non-acute status condition of patient or changes in reimbursement sources; attends patient rounds to obtain further patient care and discharge planning information; provides staff support to various physician committees by attending and participating in such meetings; consults with physicians regarding chart audit criteria and performs both on-going and one time chart audits; gathers, organizes, summarizes and displays audit information and prepares reports and recommendations based thereon; identifies the need for and makes referrals to other health care providers and tracks such referrals to assure that needed follow-up occurs; answers questions from providers regarding reimbursement, prior authorization and other documentation requirements; teaches providers the documentation requirements of payor sources to maximize reimbursement to the hospital ; keeps informed of patient disease processes and treatment modalities through reading clinical literature. MINIMUM QUALIFICATIONS: License Required: Possession of a valid license as a Registered Nurse in the State of Californi#. Experience: Two years of fulltime experience or its equivalent as a registered nurse in an acute care hospital , at least one of which was on a medical/surgical ward or unit. KNOWLEDGE, SKILLS AND ABILITIES: Knowledge of payor source documentation requirements and governmental regulations affecting reimbursement; knowledge of acute care nursing principles, methods and commonly used procedures; knowledge of common patient disease processes and the usual methods for treating them; knowledge of medical terminology, hospital routine and commonly used equipment; knowledge of acute hospital organization and the interrelationships ofvarious clinical and diagnostic services; ability to effectively evaluate the medical records of hospital admissions regarding continuing stay necessity, appropriateness of setting, delivered care, use of ancillary services and discharge plans; ability to assess and judge the clinical performance of physicians and other health professionals; ability to communicate documentation needs in an effective and tactful manner that promotes cooperation; ability to teach co-workers what is needed and required in the medical record for reimbursement and audit purposes; ability to gather and analyze data and prepare reports and recommendations based thereon; ability to get along with physicians, other health providers, outside payor sources and the general public. Class Code No. VWSD Contra Costa County February 1989 UTILIZATION REVIEW SUPERVISOR DEFINITION: Under general direction, plans, organizes and supervises the activities of utilization review staff at Merrithew Memorial Hospital; develops policies and procedures for adherence to governmental and accrediting agency standards; provides administrative staff assistance to designated physician committees; performs the most complex assignments in the unit; and does related work as required. DISTINGUISHING CHARACTERISTICS: This single-position class is distinguished by its responsibility to implement and oversee the Utilization Review plan at' Merrithew Memorial Hospital . It is distinguished from Nursing Program Manager in that incumbents of the latter class are responsible for the management of nursing services on one or more inpatient units or service. This position reports to the Chief Finance Officer. TYPICAL TASKS: Supervises and trains subordinate Utilization Review Coordinators in the methods and practices pertinent to their assignments; confers with subordinates regarding disposition of problems; interviews, selects, hires, orients, evaluates, counsels and recommends discipline of subordinate staff; reviews and analyzes governmental and accrediting agency standards governing admissions, treatment and continued stay of patients to develop policies and procedures; analyzes individual patient records to determine legitimacy of admission; reviews patient treatment plans to ensure adherence to established criteria and standards; refers cases to Utilization Review Committee for review and course of action when case fails to meet criteria; assists review committee in planning and holding federally inundated quality assurance reviews, periodic medical reviews and professional reviews; serves as review committee liaison with other hospital committees in development of policies and procedures; supervises and coordinates activities of utilization review staff in maintenance of policy and procedure manuals, files, records and correspondence; keeps informed of patient disease processes and treatment modalities through reading clinical literature. MINIMUM QUALIFICATIONS: License Required: Valid license as a Registered Nurse issued by the State of California. Education: Possession of a baccalaureate degree in nursing from an accredited college or university. Experience: Three years of full-time experience or its equivalent as �a Registered Nurse in an acute care hospital , one year of which was in the capacity of a Charge Nurse or Head Nurse-on a medical/surgical unit. Substitution: Two additional years as a Charge Nurse or Head Nurse may be substituted for the baccalaureate degree. KNOWLEDGE, SKILLS AND ABILITIES: Knowledge of payor source documentation requirements and governmental regulations affecting reimbursement; knowledge of acute care nursing principles, methods and commonly used procedures; knowledge of common patient disease processes and the usual methods for treating them; knowledge of medical terminology, hospital routine and commonly used equipment; knowledge of acute hospital organization and the interrelationships of various clinical and diagnostic services; ability to supervise subordinate staff; ability to effectively evaluate the medical records of hospital admissions regarding continuing stay necessity, appropriateness of setting, delivered care, use of ancillary services and discharge plans; ability to assess and judge the clinical performance of physicians and other health professionals; ability to communicate documentation needs in an effective and tactful manner that promotes cooperation; ability to teach co-workers what is needed and required in the medical record for reimbursement and audit purposes; ability to gather and analyze data and prepare reports and recommendations; ability to work effectively with physicians, other health providers, outside payor sources and the general public. Class Code: VWHG ATTACHMENT H MERRITHEW MEMORIAL HOSPITAL & CLINICS QUALITY ASSESSMENT& IMPROVEMENT PLAN I. Organizational Mission Merrithew Memorial Hospital and Clinics, the County Hospital, and Health Centers in Contra Costa County deliver high - quality, personalized, and comprehensive health services to all who seek care. Prevention, treatment, and continuity of care services are provided, within available resources, in our facilities and through collaboration with other public and private entities. in our role as a teaching hospital, we provide innovative leadership and teaching in the delivery of primary services and in the training of family practice physicians. To fulfill the obligations referred to in the organizational mission, Merrithew Memorial Hospital and Clinics' governing body, medical and dental staff, and hospital-wide departments and administration have established the following Quality Assessment and Improvement Program. Every component and department of Merrithew Memorial Hospital and Clinics assumes responsibility for quality of services at it's respective level of functioning. This responsibility is shared proportionately by doctors, nurses, attendants, technologists, pharmacists, social workers, dietary, environmental service personnel, the clerical support staffs, and numerous others all of whom comprise the working force of the hospital and it's ambulatory care centers. In January of 1992, we embarked on our organization-wide effort of continuous quality improvement emanating from top administration down to all employees. We are adapting the philosophy and tools that will allow us to continuously improve the quality of the services we provide. It is our goal to become more customer oriented and patient-centered, achieve greater aphacia- efficiencies and improve the quality of our care. These changes in our organization are reflected in this plan. II. Organizational Service Values Merrithew Memorial Hospital and Clinics have adopted the following eight value statements. 1. Each employee is responsible for contributing to the Hospital and Clinics mission. 2. We, honor compassion, integrity, and resourcefulness. 3. We respect the values and cultures of our patients, families, and employees. 4. We promote a team approach-that recognizes the value of the individual. 5. We emphasize teaching and learning in everything we do. 6. We continuously improve the quality of our services. 7. We provide an environment that promotes the safety, health and well being of patients, employees, and visitors. S. We advocate quality health care as a basic right for all people. These values represent an organizing principle for our organization and guide the implementation and structure of our quality improvement process. In addition to these values, we recognize the importance of the nine dimensions of quality which the Joint Commission 'of Health Care Organizations (JCAHO) has adopted: efficiency, appropriateness, availability, timeliness, effectiveness, continuity, safety, efficiency, and respect and caring with which test procedures, treatments and services are provided. These dimensions reflect important aspects of performance of health care. Departmental improvement activities, clinical indicators, quality improvement teams, and actions will be aligned with the Merrithew Memorial Hospital and Clinics mission and value statements. In addition, the nine dimensions of performance from JCAHO will be considered when designing assessment and improvement plans. III. Quality Management Lgadershin The ultimate responsibility of quality patient care at Merrithew Memorial Hospital and Clinics rests with the governing body, Contra Costa County Board of Supervisors. The responsibility for day-to-day governance and implementation of quality assessment and improvement is delegated through the Professional Affairs Committee to the Chief Executive Officer and the medical staff. The 2 leadership of the organization has a number of important . responsibilities . regarding quality assessment and improvement, including: 1. Service planning and direction through strategic and operational plan and organizational policies which are consistent with our mission and values. 2. Implementing and coordinating patient and support services. 3. Improving organizational performance on a system-wide basis. 4 . Setting priorities for performance improvement throughout the organization. The major decision making body leading the quality improvement process is the Quality Council. The Quality Council was formed in February, 1992, under the direction of the Board of Supervisors. Membership includes Hospital Administration, department managers, medical staff, quality assurance representatives, and union representatives. The Quality Council is co-chaired by the CEO and the Quality Management Director. The Quality Council oversees the hospital-wide quality improvement planning, education, and quality improvement team activities.- A strategic roll out plan is implemented and updated bi-annually and reflects the various appropriate activities as the organization progresses from an awareness of quality improvement to total integration. The Quality Council works to achieve an environment which fosters cooperation and communication enabling our employees, nurses, and doctors to fulfill our mission of providing the highest quality of care to each patient. A curriculum in quality improvement education has been developed for both administrative and medical staff leadership, as well as all employees, nurses, and physicians in the hospital and clinics. The Quality Council is responsible for the organizational transformation which will allow quality improvement to permeate every facet of our organization. Department managers and medical staff department chairs are responsible for the continuous, effective operation, and constant improvement of their respective departments. It is recognized that a major role for all leaders and managers in the organization is performance improvement. These responsibilities include, but are not limited to, developing and implementing policies and procedures and 3 gathering and analyzing data to continuously improve their services and processes in accordance with principles of patient-centered care. where issues or opportunities for improvement are complex and cross service or department lines, issues are brought to the Quality Council for cross departmental team formation. ' Hospital department and nursing quality assessment and improvement reports are communicated in cost center managers' monthly meetings. In addition, quarterly reports prepared • through the Quality Management Department are submitted to the Medical Quality Assurance Committee, Medical Executive Committee, and to the Professional Affairs Committee and the Contra Costa Health Plan. Medical staff quality assessment and improvement is discussed monthly at Medical Quality Assurance committee meetings. Not only do individual departments communicate their results of clinical indicator monitoring and performance improvement, but also cross- departmental issues and concerns are addressed. The Medical Quality Assurance Committee is also responsible for overseeing surgical case, blood, and drug utilization evaluations in addition to monitoring individual physician's performance. Medical Quality Assurance Committee reports on a monthly basis to the medical staff governing body, the Medical Executive Committee, and quarterly to the Professional Affairs Committee. IV. Continuous Performance Based Assessment & Improvement It is now well recognized that organization-wide performance improvement is due to the planned and systematic improvement of processes through a collaborative effort between professional and departmental services. At the heart of process improvement is the ability to acquire information regarding our processes and outcomes. All patient care areas and organizational functions need to be included in this performance measurement. The most important processes which need to be measured on an ongoing basis include those processes which: 1) affect a large volume of patients; 2) have a serious risk if not well performed or if the process or procedure is not indicated; and 3) are problem prone. Continuous and periodic monitoring are used to identify problems or opportunities to improve care. The monitoring will have objective criteria to identify problems in clinical judgment, professional and technical skill, patient results, and system problems that require assessment, action, and the evaluation of the action. The findings 4 of ongoing monitoring and problem solving activities are documented either in departmental minutes or regular reports and are then reported to the Medical Quality Assurance Committee or the hospital quality assurance coordinator as appropriate. It is expected that as medical and hospital components monitor their respective activities, evidence impacting the others will be discovered. Problem areas which cross departmental lines will be referred to the Quality Council for consideration of project team formation and to address system issues. Ongoing data needs to be assessed to determine the current level of performance and the stability of the current processes. Likely, there will be many areas which could be improved, but prioritization will occur which is consistent with the hospital mission .and values. The available data will be compared not only to previous data to determine if the performance is stable and acceptable, but will also be compared to other outside data bases, including: 1. Datis 2. Tumor Registry 3. HCFA 4. OSHPD (Office of Statewide Health & Planning Development) 5. CMRI (California Medical Review, Inc. ) 6. CAP/AAB- (College of American Pathologist, American Association of Bioanalyst) 7. State of California Maternal & Child Health database S. JCAHO Indicator Monitoring System This will allow us to compare ourselves to state of the art, "benchmarked" measurements. We will also, if appropriate, compare our data to best practices or clinical pathways. Intensive assessment will be undertaken for a variety of reasons including: 1. Single or sentinel events. There may be occasions where a single negative occurrence would trigger an intensive assessment and improvement of a process because of unusually high risk or harm associated with it. 2. Undesirable variation or a negative trend in internally collected data. 3. Where performance varies significantly in a negative fashion from other benchmarked data sources. (ex. mortality or complication rates from data bank source or variations in treatment patterns in the tumor registry) . 5 4. Where we deviate from ' recognized standards such as practice standards that have been developed by major clinical organizations. 5. Where we simply wish to improve already good performance. 6. As a reaction to patient complaints, patient satisfaction surveys, or patient focus groups. We strive to become more patient centered and these sources -of information allow us to focus on dimensions such as respect, caring, and continuity of care. The organizational leadership is responsible for setting priorities and allocating resources for quality improvement which is consistent with the hospital and clinics mission and values and strategic plan in addition to the JCAHO defined dimensions of care. The Quality Council is responsible for assigning needed personnel for quality improvement activities, creating informational systems and data management process systems to provide adequate information on process improvement and to provide staff training. Once an area has been determined in need of improvement, then action may occur on a number of different levels. If the process is complex or interdepartmental, improvement would usually be accomplished through a quality improvement team which would be chartered by the Quality Council. Once the Quality Council has decided to charter a quality improvement team, the Quality Council will be responsible for determining the mission, boundaries, members, leader, quality coach, and available resources which the team has to work with. The quality improvement team is to make regular reports of their progress in process improvement to the Quality Council. The quality improvement team is responsible for clarifying the process, understanding the causes of variation and selecting an intervention. Usually a small pilot project would be undertaken and studied to determine if the desired results were obtained using a Plan, Do, Check, Act (Focus PDCA) cycle. This cycle would be continued until the desired results are obtained. It is then the responsibility of the involved managers and Quality Council to implement the changes and continue the monitoring to make sure that performance improvement is maintained. Quality improvement teams will be facilitated by a quality coach. The quality coaches are selected in 6 conjunction with the Quality Council. We' have taken into account the need for analytic and facilitation skills of our quality coaches in addition to considering people from different areas and levels of the organization. Training of the quality coaches is an ongoing and continual process. Course work emphasizes CQI tools and facilitation and leadership skills. We recognize, however, that much of the performance improvement in our organization is done within departments or with small intradepartmental teams. Many issues and problems can be successfully dealt with by making changes in policies or procedures. These changes are documented in departmental minutes and communicated through regular meetings to pertinent departments and individuals. occasionally an individual's performance may be at issue, in which case education or further action directed by medical staff by-laws or hospital procedure and -policies would be necessary. Within the medical staff this may result in a revision or change in clinical privileges through the Medical Executive Committee and medical staff by-laws. Competence of individuals who are not licensed independent practitioners is determined in conjunction with the department manager or director. V. Medical Staff Quality Assessment and Improvement Component The medical staff bylaws and this quality assessment and improvement plan serve as the primary document that spells out the full range of accountability mechanisms. A. Medical Staff oualitX Assurance Committee The Medical Staff Quality Assurance Committee is responsible for coordinating and integrating the medical staff's quality assessment and improvement functions. It is responsible for monitoring and evaluating the effectiveness of process improvement activities within the medical staff. It receives and synthesizes information submitted by the Risk Management Committee, Utilization Review Committee, and the various clinical departments to determine what types of policy or process improvement is indicated. In addition, it is responsible for evaluating individual physician quality assurance profiles during the reappointment process, or more often if patterns of questionable or inappropriate care occur. The profile elements reviewed include mortality and morbidity case reviews, surgical case reviews, drug use 7 evaluations, transfusion monitoring, clinical pertinence review, ' legibility, clinical indicator reports and department meeting participation. Subsequent recommend- dations are forwarded to appropriate department chairperson and the Medical Executive Committee. Through its minutes, and other means of communication, the Medical Quality Assurance Committee submits findings and recommendations of the medical staff and hospital quality assessment activities to the Medical Executive Committee and the Professional Affairs Committee of the Board of Supervisors. A. Medical staff Departments The clinical departments routinely review morbidities, mortalities, blood usage, surgical case review, clinical indicators monitoring, infection control, : drug use evaluation, and clinical pertinence. In addition, they review cases, as appropriate, from other sources, such as Risk Management, Utilization Review and hospital department referrals. Clinical departments develop indicators appropriate to their scope of patient care. In addition, the department chairperson reviews and recommends modification, as necessary, privileges of department members on a biannual basis, using quality assurance information accumulated in individual QA physician profiles. Medical staff departments direct performance improvement based on clinical indicators as well as external data base sources. C. Medical Executive Committee The Medical Executive Committee receives, coordinates and acts upon written reports and recommendations from MQAC, departments, committees, and other assigned activity groups. It is responsible for taking reasonable steps to insure professionally ethical conduct and competent clinical performance on the part of medical staff members and pursues corrective action when warranted. VI. Specialized Areas of Quality Assessment & Improvement There are a number of areas that require special attention because of the high risk nature of the process or procedure. Many of these areas also include "traditional" quality assurance activities. A. surgical Review The scope of surgical case review includes not only indicators of patient outcome and appropriateness of the procedure. In addition, it's recognized that appropriate 8 surgical intervention is dependent upon other factors including laboratory, x-ray, and operating room and nursing personnel. Ongoing monitoring occurs through clinical indicators which may reveal sentinel events that need intensive assessment or indicators which frequently have normal levels of occurrence or "thresholds" where first level screening is appropriate followed by trend analysis. . Surgical and other invasive procedure monitoring will include: 1. Selecting appropriate procedures 2. Preparing the patient for the procedure 3. Performing the procedure and monitoring the patient. 4. Providing post operative care. In addition, all cases where there is significant tissue discrepancy between the pre-op diagnosis and the pathologic diagnosis will be referred to the involved clinical department for review. Results of monitoring will be distributed to appropriate departments and process improvement will involve all the necessary personnel from each of the involved disciplines. B. Drug Utilisation Evaluation Medication usage is one of our most important therapeutic options in treating a wide variety of diseases. But if not administered properly or to the appropriate patient, it may pose- significant risks. Therefore, not only will physicians prescribing and ordering be monitored, but in addition, preparation and dispensing by the pharmacy, administration by nursing, and the joint responsibility of monitoring the medication effects on patients will be assessed and improved where appropriate. Medications to be considered include those that are used in high volume or in high risk patients or medications that are known to be risky in certain patient populations, are costly or cause adverse drug reactions frequently. In addition, all adverse drug reactions are to be reported and followed in the Pharmacy and Therapeutics Committee in coordination with major clinical departments. C. Blood Monitoring Similar to drug utilization evaluation and surgical case monitoring, . blood usage requires interdisciplinary review. Concurrent review by the Pathology Department with predetermined criteria allows for concurrent ordering and appropriateness screening by the 9 pathologist. If there are questions regarding the appropriateness of transfusion, the ordering physician is called at that time to determine whether this transfusion could be avoided. If there are still questions regarding appropriateness of the transfusion after the discussion between the ordering physician and the pathologist, the case is referred to the involved department for further . review. In addition, the distribution, handling, dispensing, and administration are monitored by appropriate departments and both physicians and nursing are responsible for monitoring the effects of the transfusion. All blood transfusion reactions are reported to the Pathology Department, thoroughly investigated, and where appropriate, results of transfusion reactions reported back to the ordering department. Results of drug utilization, blood monitoring, and surgical case review will be trended and, where possible, compared to relational data banks to determine if there is a need for improvement in our practice. D. MOM Findings The results of all autopsies are correlated with the discharge diagnosis during department meetings. Where there is significant discrepancy, further review is accomplished. All unrecognized communicable diseases are appropriately reported. E. Utilization Review The Utilization Review Committee reviews the appropriate- ness, medical necessity, and efficiency of care provided to patients at Merrithew Memorial Hospital and Clinics. The Utilization Review Program is conducted in accordance with the Utilization Review Plan, which is approved by the Board of Supervisors, Administration, and the Medical Staff. The Utilization Review Committee reports its findings and recommendations to the Quality Management Department,Medical Quality Assurance Committee, and clinical departments, where appropriate, in addition to the Chief Financial Officer. F. Risk Management The Risk Management Committee, meeting every other month, is responsible for implementing systems for ongoing screening of unexpected patient care management events. This includes systems to monitor unusual occurrences, 10 clinical indicators, patient complaints, medical device failures, and medical malpractice claims. Where appropriate, individual cases and/or significant medical risk trends are reported to individual clinical or hospital departments. The Risk Management Committee reports its findings to the Medical Quality Assurance Committee. . The Medical Risk Specialist, in conjunction with the Quality Management Department, maintains the above referenced patient care management systems and monitors' them for hospital and clinic-wide trends which would benefit from process or system improvement. Where appropriate, recommendations are made to either appropriate departments or the Quality Council for system improvement. VII. Hospital and Clinics Quality Assessment and Improvement Component The Hospital Executive Director shares responsibility for the continuous improvement of its services with the Hospital and Clinic's administrative and management leadership. The hospital departments and inter- disciplinary committees include: Nursing, Infection Control, Interdisciplinary Psychiatric Committee, Ambulatory Care, Cardiopulmonary, Clinical Lab, Diagnostic . Imaging, Equipment Management, Facilities Management, Medical Library, Medical Social Services, Nutritional Services, Ombudsman, Pharmacy, Rehabilitation, Safety and Employee Health. Individual department managers are responsible for designing, implementing, and reporting quality assessment and improvement activities of their services in consultation with the Quality Management Department. Results of routine monitoring leads to incremental improvements of services through the use of the JCAHO ten step model and/or Focus PDCA cycle. Department and nurse managers regularly report their QA and I activities to the cost center managers' meeting in addition to the quarterly reporting to the medical staff and Professional Affairs Committee. A. Infection Control The Infection Control Committee establishes and directs a hospital and clinic-wide infection control program and formulates and implements infection reporting, analysis, record-keeping criteria and procedures. The Infection Control Coordinator evaluates data and is responsible for initiating improvement projects which relate to infection control areas, including TB screening, exposures and 11 protocols, immunizations, employee infections, blood andbody fluid exposures and protocols and related work restrictions. B. pursing Quality Assessment and Improvement Nursing Quality Assessment and Improvement is responsible for regularly reviewing the quality and effectiveness of nursing care. .They are responsible for identifying problems, planning solutions and implementing change where needed. Information is also used for evaluating individual competency and performance. They encourage collaboration between the clinics and the hospital to solve problems and develop policies and procedures on issues which they have in common. C. Bafely Committee The Safety Committee coordinates the Hospital and Clinics environmental safety and risk management loss prevention activities and is responsible for developing policies and procedures to enhance the safety within the hospital, on its grounds and in the outpatient facilities. It provides safety-related information to be used in the orientation of all new employees and in the continuation of all current employees. VIII. Interdisciplinary Quality Assessment and Improvement Committees A. Institutional Review Committee The Institutional Review Committee approves or disapproves all research activities concerning the use of investigational drugs or devices within the Hospital and Clinics. It insures compliance with all federal informed consent regulations and assures the protection of the rights and welfare of all human subjects. B. Critical Care Committee The Critical Care Committee develops criteria for a number of processes which occur within the Critical Care Unit, including but not limited to developing guidelines for providing specialized patient care, developing guidelines for admissions, discharge, transferring and referring patients who require services not provided, defining the role of the resident staff and developing guidelines for appropriate consultation and 12 orientation and education of both medical and - * nursing staff. C. Cancer Committee Cancer Committee conducts and evaluates hospital-wide oncology services . Additionally, the committee oversees the tumor registry. and insures that• full oncologic services, including surgery, chemotherapy and radiation therapy, as well as rehabilitation and hospice care are available to all patients in an effective and timely manner. D. Ethics Committee The Ethics Committee was developed to anticipate and respond to ethical dilemmas related to health care decisions. As part of this role, it educates its members and plans educational opportunities for the hospital and ambulatory clinic staff. The Ethics Committee is instrumental in developing policies and patient care guidelines which provide consultation for biomedical ethical issues on behalf of patients, families and health team members. E. Perinatal . Morbidity, Mortality Committee This committee reviews perinatal, morbidity, and mortality cases on a twice-a-month basis with reporting of findings to both the OB-GYN, Pediatric, and Nursing departments. Where opportunities for improvement arise, the Perinatal Committee is instrumental in performance improvement. F. Quality Management Department The purpose of the Quality Management Department is the integration of quality assessment and improvement information as it relates to physician, nursing and hospital- wide quality assessment and improvement activities. The managers of activities from Utilization Review, Quality Assurance, Risk Management, Infection Control, Quality Improvement, Medical Staff and Nursing Quality Assurance all coordinate the organization-wide quality management activities and provide education and leadership to the medical staff 13 and hospital departments in the current technology and quality assessment and improvement tools and techniques. In addition, they are responsible for helping to manage the vast amount of quality assessment and improvement information which is available from the various clinical and hospital • departments. IX. Quality Management Information Information is one of our most important resources in enhancing and improving organizational performance. It is realized that data is not the same as information. It is the responsibility of the leadership and Quality Management Department to turn data into information. The leadership is responsible for assuring the timeliness, accuracy and security of data collection. The leadership is responsible for prioritizing which type of data and information needs to be collected. Generally, priority will be given to information which is necessary to improve processes and services which are central to the hospital and clinics mission and values and JCAHO nine dimensions of care. As the organization as a whole and individual departments determine what data is to be collected, emphasis should be placed on areas where there is known to be a high patient volume or are risk or problem prone. Ongoing data will be collected which relates to all of the processes described throughout this plan. The frequency of data collection is determined by factors including the frequency of the process outcome, the significance of the event being monitored, the extent to which our organizational performance is meeting both our internal and external expectation, and the extent to which our performance has been stable over a long period of time. Data is collected utilizing a variety of mechanisms and individuals. A significant portion of the medical staff clinical indicators are picked up through a case management mechanism of UR/QA Coordinator's concurrently reviewing patient medical records on the unit. This allows for direct intervention at the time of a potential occurrence and has the potential for both improving patient care as it is occurring and proactive risk management. Blood utilization, drug use evaluations, infection control, utilization management, risk management, and medical staff clinical indicators are all collected concurrently, thus allowing for concurrent process and patient outcome improvement. Surgical case review, patient satisfaction survey results, and comparative data and reference data base comparison are 14 generally done in a retrospective fashion. An important aspect of data collection and analysis is the appropriate use of statistical quality control techniques. All personnel who are responsible for collecting and analyzing data will be expected to have specialized training in statistical quality control techniques in addition to understanding the importance of collecting unbiased data and insuring the security of this data. Through the interdepartmental linkages of the Quality Management Department and the Quality Council, information from one system or department will be made available to other departments where appropriate. This allows us to link patient and non-patient care information; to link internal and external data bases, including Datis and OSHPD; and to link financial and clinical data to determine appropriate levels of staffing, patient volume or length of stay..- Aggregate data is used by managers to make appropriate decisions regarding their departments operations and performance improvement activities. The Quality Management Department will summarize the activities and actions which have been taken as a result of performance improvement of the clinical and hospital departments. This will promote organizational wide. understanding and coordination of performance improvement activities. This data will allow departmental and clinical managers to make more effective decisions in the assessment and planning of future activities. X. Human Resources It is our expectation that all employees and clinicians of the Merrithew Memorial Hospital and Clinics will be involved in quality assessment and improvement. Each staff member has a individual responsibility to contribute to the hospital and clinics mission and for their behavior to be consistent with our values. We encourage our employees to help in the solution of problems, be creative innovators, and to advocate patient-centered care. In order to accomplish this, staff-wide quality improvement education in the pre- employment process will be systematically carried out. Once the employee has been hired, quality improvement will be a regular part of orientation and ongoing education. Staff will be involved in quality improvement activities, both at the department level and possibly in quality improvement teams. 15 XI. Strategic Goals and Tactics Biannually, the Quality Council will address the current and future needs of the quality improvement program. It is anticipated that these needs will change over time as we gain the knowledge and skills in quality improvement and methods and As health care reform changes the face of health care delivery. As the face of medicine changes, it is apparent that we need to assess the ability to respond rapidly to unusual events or sudden changes in the policy and direction of health care delivery. XII.Confidentiality All copies of minutes, reports, work sheets and other data are stored in a manner insuring strict confiden- tiality of peer review and patient records. A written confidentiality policy detailing procedures for maintenance and release of data and other quality assessment and improvement-related information govern release of such information. This policy specifies that records numbers or identifiers be used in place of patient names; and code numbers in place of physician or other provider names when confidentiality is appropriate. XIII.Annual Program Review The structure, function and methods of the quality assessment and improvement program are appraised annually by the Quality Council, the Medical Quality Assurance Committee, and the Quality Management Department to assure the program is achieving its objectives and is consistent with JCAHO and other external requirements. XIV. Adoption The quality assessment and improvement plan has been reviewed and adopted by the Quality Management Department Director, Medical Quality Assurance Committee Chairperson, Medical Staff President, Executive Director of Merrithew Memorial Hospital and Clinics and the Health Services Director (Board of Supervisors designee . 16 Quality ManagemeAt Department' Date Chairperson Date Medical Quality Assurance Committee President, Medical Staff Date xecutiv Dir or Date Merrithew Memorial flospital & Clinics Health. Service Director Date / (Board of Supervisors' Designee) 17 NERRITHEW MEMORIAL HOSPITAL i CLINICS QUALITY ASSESSMENT i IMPROVEMENT PLAN APPENDIX Appendix A CQI Roll out Plan Appendix B Medical Staff Clinical Indicator Monitoring Inventory Appendix C Quality Indicators 18 Merrithew Memorial Hospital & Clinics Biannual COI Roll-Out Plan 1994/1995 . Through collaborative efforts of all members, the Quality Council has developed the following strategic plan to further the definition, planning and organization wide implementation of the Continuous Quality 'Improvement (CQI) Program. Building on goals that have already been obtained and efforts currently underway, the overarching principles of this strategic plan include: Dessiminate educational efforts to all levels of employees; reinforce what already has been learned. Reinforce leadership commitment; model quality skills. Provide leadership oversite to CQI projects through the use of •chartered* teams. Commit resources to CQI project teams. Identify and eliminate barriers to implementation. I . Formalize Integration of CQI into Operations A. finalize mission/value statement (.ministration: 4/94) B. develop vision statement (Aminietration: Snd) C. develop policy that defines CQI and criteria necessary for chartering projects 1 . all chartered projects will provide Quality Council with an update and/or summary of team activities (steering comittee, s/sd-onooiag) 2 . develop criteria for team member selection (steering Coal ttaa:I/Rd-)/!4) 3 . develop guidelines for data collection and analysis (steering Cosittee:1/9I-3/0I) D, continue to develop Quality Coaches as resources for CQI efforts (ongoing) 1 . develop job descriptions (co: coordinator, s/94-j/s4) 2 . define parameters/communicate capabilities and roles of coaches (COS coordinator::/s4-2/sd) E. dedicate resources to CQI teams including computer, staff, time commitment (Administration: !/!1-ongoing) F. re-evaluate existing monitoring functions and their effectiveness in improving services to ensure readiness for JCAHO (Aminiotration: s/gd-6/94) G. develop departmental roll-out plans for CQI implementation (oW/A&UAJ*eratiW/Iraa ff*"t I/11-10/11) II. Educational Efforts A. establish an educational foundation 1. orientation of new employees (AQoisistratim/owisty Conseil+ I10I-ao00106) - a.. two-part: 'administrative component (mission -and values) and Introduction to CQI b. CQI film of MMH to be incorporated into CQI portion facilitated by Quality Coaches 2. education of all current employees (AQalailtration/duality OMOCilr IM-4/01) a. same as new employee orientation b. to include all hospital and clinic employees, including medical staff B. provide specialized training for management/leadership staff (stsartao Camaittsar Iff1-i/1s) I . develop Cultural Diversity Training Program for management and staff; focus on patient populations; employee-to-employee relations 2 . coaching/mentoring courses to assist improvements in managerial styles 3 . dealing with change in the work environment C. reinforce continual learning (AQaiaiatration: I/94-oaooiso) 1 . monthly presentation at Cost Center Managers meeting 2 . Quarterly articles in Heartbeat 3 . ongoing just-in-time training for COI tools 4 . follow-up training in 1994 to team building module (Dy 10/04) 5. expand CQI library to include videos/self- instructional materials 6. CQI presentations at Quarterly Medical Staff meetings; every six months to Medical Executive Committee 7 . ongoing CQI updates in departmental meetings 8. monthly education for managers through MEP in. Reinforce Leadership Qmmitment (AQaintatration/ouality Council/�lanaoar) A. Communicate that quality is an important aspect of performance 1 . include in annual employee performance evaluation (5/94-629012g) 2 . foster an attitude of coaching and mentoring among management and administrative staff a. evaluate coaching and mentoring skills in annual performance evaluations •,.b.. encourage staff to mentor one another 3 . visible demonstrations of commitment a. utilize and explain COI tools in staff meetings b. build time into schedules for meetings and feedback C. use fact based decision style d. role model principles of employee empowerment 4 . insure all management staff have been offered CQI training roy sibu a. develop monitoring process of educational activities and different levels of training S. assess degree of readiness to participate in teams a. repeat management survey; include all employees to assess organizational readiness for change (by 611-1) 6. move toward employee empowerment philosophy of recognition and reward (e.g. PRIDE) (iiloaoiss) e. Administrative Staff to work on diminishing identified barriers to CQI implementation (see attached) . QUALITY MMAGkMM IDEPARTMM MZDICAL STAFF CLINICAL INDICATOR 1lNONITORING SNYENTORY ' �eoaRz, �aiNTai; �n� i�la� �tATi►L�" asiff��i'��leosm�n) . �P�►xT,csrrrs 5101 Maternal Mortality 5001 Acute MI or CVA 5102 Transfers to XM 5002 Arrest-cardiac or 5103 Unplanned readmission respiratory within 14 days 5003 Consent form-missing/not 5104 Cardiopulmonary arrest signed/not timely and 5105 Transfusion Indications surgery performed (C 1/94) 5004 Incorrect sponge, needle, 5106 Eclampsia instrument count (OK if 5107 Postpartum return to x-ray negative) delivery room or 5005 Injured or burned by operating room for equipment management 5006 Retained foreign body 5106 Cesarean delivery for 5007 Unplanned inpatient fetal distress admission 5209 Cesarean delivery for 5008 Unplanned return to failure to progress surgery 5110 Fourth degree laceration 5009 Unplanned removal , rate 30-10% of total repair/injury of organ or deliveries by provider body part 5111 PP infection (C 4/93) SO10 Wrong patient 5112 Premature NS > elective 5011 Wrong procedure C-section (A 12/93) 5012 Mortality 5113 DUE: (A 12/93 to be 5013 Unplanned ICU admission decided) (D 4/93) 5114 Other (A 1/94) 5014 Surgical indications (A 4/93) IEORATAL 'Perinatal ICom) 5015 Transfusion indications (A 4/93) 5201 Death: stillborn, fetal, 5016 Nosocomial infection for newborn (C 12/93) Class I & II surgical 5202 Death: fetal after procedures (C 12/93) admission (D 12/93) 5017 Blood loss > 1000 cc's (A 5203 Death: Neonatal to 28 4/93 , Ob/Gyn) (A 1/94, days (D 12/93) Surg) 5204 Delivery of infant c2500 5018 Over scheduled surgical gm time (>50$) (A 4/93, 5205 -Transfer of newborn to Ob/Gyn only) NICU 5019 DUE: intraoperative DVT 5206 Apgar SS 0 5 minutes prevention (A 12/93) 5207 Injury of newborn related 5020 Other (A 1/94) to delivery 5208 Transfusion indications (A 4/93) WUA1.1TI AANPA*&rAZN X i7LrAsL.L7=.V 1 AZDICAL STAFF CLINICAL INDICATOR MONITORING nnmr TORY S209 Nosocomial infections (A 5407 Post operative aphasia or 4/93) paralysis (C 12/93) 5210 DUE: blood gas use (A 5408 Ophthalmic injury 12/93) S409. Reintubation (C• 12/93) 5211 Other (A 1/94) 5410 Unplanned admission (C 5212 Infant with RDS following 12/93) labor induction (A 1/.94) 5411 Unplanned ICU admission secondary to anesthesia TKRIULt SWICIM -%=A*TMZNT (D 12/93) 5412 Mortality 5301 Acute Mi (D 8/93) 5413 Transfusion indications 5302 Use of Swan-Ganz catheter (A 4/93) (D 6/93) 5414 Score <4 on PAR arrival 5303 Unplanned ICU transfer (A 12/93) 5304 Mortality (A 4/93) 5415 Injured or burned by 5305 Surgical indications (A equipment (A 12/93) 4/93) 5416 Other (A 1/94) 5306 Transfusion indications (A 4/93) "DIJI?A= ; Z$S70;NT 5307 Nosocomial infections (A 4/93) 5501 Readmission within 30 5308 DUE: infectious disease days (exclude neonates screening in IVDU (A readmitted f or 12/93) hyperbilirubinemia) 5309 DUE: screening for 5502 Transfer from Family Care complications of diabetes Unit to another hospital physical exam (A 12/93) 5503 Clinical management 5310 DUE: DVT prophylaxis/low issues related to fluid dose Heparin (A 12/93) and electrolytes; pain 5311 Other (A 1/94) control; bronchiolitis; and the extreme premature E"S OM1/' VARTNZNT infant 5504 Nosocomial infections 5401 Acute MI or CVA 5505 Mortality 5402 Arrest -cardiac or 5506 Surgical indications (A respiratory (C 12/93) 4/93) 5403 Aspiration or R/0 5507 Transfusion indications aspiration (C 12/93) (A 4/93) 5404 Dental injury (C 12/93) 5508 Other (A 1/94) 5405 Equipment malfunction, failure, or disconnection SA,1XIMCB. iPR►RT'l�NT (C 12/93) 54D6 Failure to regain 5601 Readmission within 30 consciousness days (unarousable) , except for 5602 Mortality planned ICU admission QUALITY`lSAAlAG�7i'.1V"T ar:YAitT1'li:[V 1' ANDICAL STAFF CLINICAL INDICATOR •. 1KONITORING INVENTORY ' 5603 Unplanned transfer to 5710 Timely a/or appropriate . another service . ED intervention not done, 5604 'Use of arm Vor leg or inappropriate restraints intervention done (A 5605 Fall resulting in injury 12/93) 5606 Nosocomial infection (A 5711 Other (A 1/94) 4/93) 5607 Surgical indications (A �Iat08TZ�.;; dZ9iq 4/93) 5608 Transfusion indications 5801 Acute MI or CVA (A 4/93) 5802 Arrest-cardiac or 5609 Outpatient Polypharmacy respiratory (8+ drugs) (A 12/93) 5803 Circulatory impairment 5610 Outpatient Admissions following a procedure ( prevention 4 5804 Contrast media reaction communication) (A 12/93) 5805 Perforation - barium S622 Other (A 1/94) enema (A 12/93) 5806 Pneumothorax - needle 0SR00= NWIMM,WWARThMNT lung biopsy (A 12/93) 5807 Seizure (A 12/93) 5701 Left without being seen 5808 Reading not corroborated by physician by another Radiologist 1A 5702 X-ray misread by ER 12/93) physician leading to 5809 Other (A 1/94) morbidity (C 12/93) 5703 inappropriate transfers .',WOLOOY MPAITIMT from other hospitals 5704 Cardiac / respiratory 5901 Correlation of frozen arrest after arrival section and permanent (excludes Code 3 diagnoses arrivals) 5902 Review of malignant 5705 Unscheduled return to ER diagnosis by second within 48 hours for pathologist related complaint leading 5903 Correlation of external to admission, surgery or diagnosis with in-house MH Crisis Service diagnosis referral 5904 Correlation of cervical 5706 Mortality (A 4/93) b i o p s 'i e s w i t h 5707 Nosocomial infections (A corresponding abnormal 4/93) Pap smears 5708 Surgical indications (A 5905 Correlation of fine 4/93) needle aspiration (FNA) 5709 Transfusion indications diagnoses with biopsy (A 4/93) diagnoses 5906 Cytology review cases 5907 Other (A 1/94 ) JWDICAL STAFF CLINICAL INDICATOR 1K0IINIT0RING INVENTORY Ion ��zcBl�►TR :�sp�►R�errr 6101 Transfers to Emergency 6001-Mortality Dept from clinic (C 1/94) 6002 Assault episode 6102 Transfer to Emergency 6003 Transfer to medical or Department from Detention surgical service (D (C 12/93) 12/93) 6103 Other (C 1/94) 6004 AWOL 6104 Patient complaints (A 6005 Suicide Vor attempt; 12/93) other self injury 6105 High utilization of 6006 Readmission within 30 services (A 12/93) days 6106 Direct hospital 6007 Length of stay exceeding admissions from clinic (C 90 days (inpatient) 1/94) 6008 Length of stay exceeding 6107 Code 3 Detention 24 hours (crisis service) emergencies (A 12/93) (D 1/94) 6108 Random case review by 6009 Injury of patient selected diagnosis (A resulting from takedown, 12/93) restraints or seclusion 6010 Code Blue-cardiac arrest 1:8IB„�TltIT or respiratory arrest 6011 Agranulocytosis, jaundice 6201 Evaluation content does secondary to medications not meet criteria (A (D 12/93) 12/93) 6012 Neuroleptic malignant 6202 Medication administration syndrome does not meet criteria (A 6013 Delirium tremens (D 12/93) 12/93) 6203 Admission orders not 6014 Non - response or complete (A 12/93) deterioration after 60 6204 Admission physical exam days treatment not present (A 12/93) 6015 10 lb. weight loss or 6205 Other (A 1/94) gain in one month (C 6206 Length of stay exceeding 12/93) 24 hours (A 1/94) 6016 Secluded >24 hrs requiring two consecutive MD orders (A 12/93) 6017 DUE : ongoing comprehensive medication monitoring (10% of all inpatient admissions) (A 12/93 ) 6018 Other (A 1/94) QUALITY MANAGDMNT DEPARZMNT REDMAL STAFF CLINICAL SNDICATOR MONITORING INVENTORY OWMAL IMPARTMENT 6311 Prophylaxis hygiene- geee also 5000) diet instructions has- been completed dA 1/94) 6301 Health history is' 6312, Tx for initial complaint adequate including was completed (A 1/94) currency, date, and 6313 Broken/cancelled appts initialed review by' the have been noted (A 2/94) dentist (A 1/94) 6314 Pt was referred to e 6302 Quality & quantity of x- specialist , i f rays is adequate (A 1/94) appropriate (A 1/94) 6303 Dx & tx plan is specified 6315 A physician was in writing & work is consulted, : if necessary planned in an acceptable (A 1/94) sequence (A 1/94) 6316 Pt was placed on recall 6304 Any drug sensitivity is (A 1/94) clearly noted & flagged (A 1/94) 6305 Rx's given are clearly documented (A 1/94) 6306 Symbolic charting is used (A 1/94) 6307 All missing &/or non- vital teeth -are charted (A 1/94) 6308 Existence & condition of any prosthesis is noted (A 1/94) 6309 The following problems or conditions are noted in the dx: A. paries B. soft tissue abnormalities C. malocclusion D. p e r i o d o n t a l condition or problems E. oral hygiene level F. defective contacts & / o r marginal overhangs (A 1/94) 6310 The tx plan has been followed (A 1/94 ) : HOSPITAL/CLINIC QUALITY INDICATORS QUALITY ASSESSMENT & IMPROVEMENT PLAN 1994 Ambulatory Care-Administration 1. Ambulatory Care Patient Complaints. 2. Ambulatory Care Unusual Occurrences. 3. Summary of Waiting Time To Obtain Appointments in Ambulatory Care 'Clinics. Ambulatory Care Nursing 1. Adult Patient Preparation - Allergy, chief complaint, vital signs, second hand smoke exposure for Pediatric patients, patient teaching, signature and.-title from last visit. 2. Noting Orders - Each intervention checked, signature and title from last Doctor's orders noted. 3 . Injections - documentation of consent, route, site, date, time, signature and title. 4. PPD - Results documented within 48-72 hours, or attempt to contact patient, results in millimeters, date, signature and title. 5. Endoscopy - Preparation of patient for exam, presence of referral note, and X-Ray present for exam. Central Supoly 1. Biological and Chemical Indicators of the Sterilization Process. 2. Prepared Instrument packs will meet standards for cleanliness and content 100% of the time. Clinical Laboratory 1. Improperly identified Specimen/Slips. 2. Number of Lab Response Delay to Blood Draw Requests. 3. Number of Contaminated Blood Cultures. 4. Number of Instances Receipt of STAT Delayed more than 10 minutes. 5. Number of Unspun Blood Specimens Maximum Received more than 8 hours. 6. Percent of Quality Control results above 2SD not investigated. 7. Correlation of Reference Lab Results. - 1 HOSPITAL/CLINIC QUALITY INDICATORS 8. Number of'-Prothrombin Time more than' 2SD more than 2 successive 9. Glucose and Electrolytes TAT. 10. CBC/UA TAT. 11. G.S. TAT. 12. Prothrombin Time TAT. 13. Cerebral Spinal Fluid TAT. 14. Reporting Errors (Category A) . 15. Number of send-out tests requested exceeding $35.00. 16. Number of Outpatients Not Registered. 17. Number of Incomplete Information on Outpatient Requisition. 18. Number of ER and Inpatient specimens not physically received by lab. 19. Equipment Preventive Maintenance by Lab Personnel. Diagnostic Imaging 1. Repeat/Reject Analysis or X-rays. 2. Inpatient Barium Enema preparation. 3. Timeliness of getting an appointment. 4. Outpatient waiting times. 5. Patient consents (Outpatients) . 6. Inpatient imaging report timeliness. 7. MRI Referrals - All patients referred for MRI scans will be screened for various medical conditions that might negatively affect the exam threshold 100%. S. Ultrasound patients appointment no-show at RHC. Threshold 20% no-show rate. 9. Clinic Diagnostic Imaging Reports - Monitor timeliness of D.I. reports to Richmond Health Clinic. 2 HOSPITAL/CLINIC QUALITY INDICATORS Education and Trainincr Department 1. Inservice of new equipment. 2. Classes identified needs assessment are offered by Education and Training Dept. 3. Compliance with mandatory annual Safety Review Program (Skills Day) . 4. Compliance with mandatory biannual CPR proficiency requirement. Emergency Preparedness Committee 1. Implement The Hospital Emergency Incident Command System (HEICS) . Environmental Services 1. Improving Organizational Performance: Inspections by Manager & Supervisor to initiate and maintain Improvement, Leadership, and Planning. 2. Safety Management: Safety inspection includes routine inspection of staff activities, to reduce the risk of human injury. 3. Number of Employee Accidents: Documentation of employee injuries, as part of the continuing education of all personnel and specific job-related hazards. 4.A Infection Control Linens: (clean & soiled) Written Procedures for Infection Surveillance: Supply an adequate amount of clean linen for at least 3 complete bed changes for the hospital's licensed bed capacity. 4.B Soiled Linen shall be handled, stored, and processed in a manner that will prevent the spread of infection and will assure the maintenance of clean linen. 5. Linen Replacement Cost: (lost, torn, worn, out-of-stock) Consultation from Linen Company. 6. Bio-Hazard Waste: (Medical Waste Management Program) It is handled according to applicable laws and regulations. Equipment Management 1. Failure Analysis. 2. Customer Service Evaluations. 3 HOSPITAL/CLINIC QUALITY -INDICATORS 3. Safety Medical Device Act Investigations. 4. Manufacturer Alerts. infection Control Department 1. `Autopsy reports will be reviewed for communicable illness not diagnosed prior to patient death. 2. Reportable illness among patients will be reported to the Public Health Department--with particular emphasis on Tuberculosis. 3. Employees will report exposure to blood and body fluids. Exposures will be managed according to Infection Control and hospital policy. 4. Employees exposed to communicable disease will be notified and appropriate prophylaxis will be offered. 5. Patients who test positive for HIV will be notified in a timely manner. 6. Targeted nosocomial surveillance will include patients with intravenous central lines, Foley catheters, ventilators, and specific surgical procedures. Medical Library 1. Library "USER SATISFACTION SURVEY" - Nursing, Residents, and allied health specialties. Medical Social services 1. Inpatients on Medicare 65 years or older, or High Risk Dx hospitalized 3+ days are given a social service evaluation. 2. Mothers who deliver but have had no prenatal care are given a Psychosocial assessment. 3. Psychosocial Assessment is completed on Med/Surg patients using the NAP format. 4 . Assessment of Med/Surg patients will include documentation of resources identified and referrals initiated during inpatient stay. 5. Response to alcohol and drug abuse counseling referrals will occur within 2 working days. 4 HOSPITAL/CLINIC QUALITY INDICATORS NURSING Generic Nursing Indicators 1. Crash Cart Readiness. 2. Accu Check Calibration Accuracy. 3. Refrigerator Temperature Checks. 4. Nursing Documentation of Admissions, Discharges, Care Plans, and Nursing Care Record. 5. Unusual Occurrence 6. Medical Record Completion B-Medical Unit 1. Leather Restraints. 2. Soft Safety Devices. 3. Peripherally Inserted Central Catheter. 4. Maintenance of Skin Integrity. Critical Care 1. Central line care, assessment, documentation, and physician notification. Detention Facilities 1. Monitoring of inmate self-administration of medication system. 2. Effectiveness of sick call triage. 3. Monitoring of intake screening process. Emergency Room 1. Triage patient assessment. 2. Completeness of Emergency Room Nursing Form. Family Care Unit 1. Respiratory Assessment of Pediatric Asthma Patients Aspect of Care. 2. Respiratory Care of Post-Operative Patients. 3. Documentation of Education on The Post-Surgical TAH/BSO Patient. Geriatrics 1. Patient falls and effectiveness of preventive measures. 5 HOSPITAL/CLINIC QUALITY INDICATORS 2. Patient leave without permission and effectiveness of preventive measures. 3. Use of stat team for patient with behavioral problems. Inpatient Psychiatric Unit - I 1. Use of Seclusion including interventions and medications. 2. Use of Restraints (Leather) including interventions and -__._ medications. Inpatient Psychiatric Unit - J 1. Use of Restraints (Leather) including interventions and medications. 2. Use of Seclusion including interventions and medications. 3. Threatening Behavior Assessment and Intervention. Mental Health Crisis Service 1. Discharge documentation. 2. Physicians Orders Noting and Nursing Documentation. 3. Nursing Intervention Notes. 4. Admission .Assessment documentation. 5. Use of leather restraints. 6. Advance Directives. 7. Emergency medication use and documentation. Operating Room/PAR 1. Assessment and documentation of patient hemorrhage. 2. Use of side rails for safety of patient. 3. Completeness of surgical consent form. 4. Maintenance of Implant Log. Perinatal Unit 1. Labor Progress Records. 2. Caesarean Section Readiness. 3. Respiratory Care Checklist. 4. Nursery Care of The Growing Premature Infant. 5. Infant Security. 6 HOSPITAL/CLINIC QUALITY INDICATORS surgical Unit 1. Management of Pain. 2. Wound Management. 3. Pre and Post Surgical Management. 4. Education of the •Surgical/Orthopedic Patient. Patient Ombudsperson 1. All patient complaints will be handled at the time that they are identified. 2. Numbers and categories of complaints will be tracked for patterns and opportunities for improving patient relations and/or services. Pharmacy 1. Controlled Substance Monitoring. 2. Controlled Substance Nursing Sheets. 3 . PYXIS Discrepancy Reports. 4. Inpatient. Dispensing Errors. 5. Outpatient Dispensing Errors. 6. Medi-Span Drug Interactions into computer. 7. Outpatient Counselling by Pharmacist for new prescriptions. (J6 HQAIND94.LST) 7 ATTACE MU I SERVICE PROTOCOL Unit: Advice Nurse #ANi 1. Service Strategy What: Assist as needed with discharge planning, home health agency, referrals, and equipment needs for patients hospitalized or discharged from out-of-Plan facilities. Group: All members 2. Service Standard Advice Nurse will assist with needed services as soon as possible after notification of pending discharge. 3. Service Audit Director of Provider Affairs will review a random sample of utilization review work sheets quarterly. 1 0:SP1 Date Originated: 1/8/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Advice Nurse #AN2 L Service Strategy What: In an attempt to encourage continuity of care,the CCHP Advice Nurse will contact all members who have been seen or hospitalized in an out- of-Plan facility. Group: All members 2. Service Standard Advice Nurse will contact member asap after visit or discharge and assist with obtaining follow-up care. If unable to contact by phone, the Advice Nurse will send a letter. 3. Service Audit Director of Provider Affairs will review a random sample of MD call slips for compliance. L20:SP2 Date Originated: 1/8-/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Authorization Unit #AU1 1. Service Strategy What: Authorization letters are sent to eligible CCHP members who have been referred to an out-0f--Plan provider. Group: Eligible CCHP patients 2. Service Standard Referring physician calls Authorization Unit to make referral. Authorization from Medical Director/designee is obtained; eligibility is verified. Authorization letter is completed and mailed to patient. 3. Service Audit When the patient is seen, the out-of-Plan provider returns authorization letter, bill, and records. The bills are paid by Claims Unit and records forwarded to chart for physician review. If more services are needed, the provider is referred to referring physician. 1.20:SP3 Date Originated: 1/16/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Authorization Unit #AU2 1. Service Strategy What: To provide a timely response to member's request for out-of-Plan authorization. Group: All product lines 2. Service Standard Follow up with member within two worldng days with an answer or a reason for 'non-response and estimate of time for resolution. 3. Service Audit Business Services Manager will monitor by routine monthly inquiry. Quarterly review of work sheets will be made and noted to ensure the timeliness of answers to members' requests. 'Follow-up call within five working days 120:SP4 Date Originated: 1/29/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Authorization Unit #AU3 L Service Strategy What: Assist members in finding alternate sources of care when request for services are denied. Group: All product lines 2. Service Standard The Authorization Unit staff will work with Member Services and use other resources to assist members in finding alternate sources for denied services. Source information will be researched and provided to members within five working days. 3. Service Audit Business Services Manager will monitor process by making monthly inquiry. Quarterly phone calls to members will be made to ensure needs are being met. L20:05 Date Originated: 1/29/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Authorization #AU4 1. Service Strategy What: Answer member questions on benefits and exclusions and assist members with coverage information. Group: All product lines 2. Service Standard Authorization Unit staff will assist members, giving accurate coverage information at time of inquiry. If answer is unclear, investigates and follows up with phone call to member within two working days. 3. Service Audit Business Services Manager will monitor by routine monthly inquiry. Quarterly review of work sheets will determine if members' inquiries are being handled in a timely manner. L20:SP6 Date Originated: 1/29/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Maims #CI 1. Service Strategy What: Reassure members with authorized out-of-Plan claims that CCH? is responsible for payment and "not to worry.".. Group: All product lines 2. Service Standard Claims Unit staff will: Contact provider when member is being billed for CCHP authorized/covered charges. Contact member to let them know the provider has been contacted and explain any difficulties which may exist, i.e., need EOMB, itemized statements, etc. Check suspended claim if unpaid 30 days from suspend date. Contact provider to inquire as to status of billing. 3. Service Audit Business Services Manager will review Suspended Claims Report monthly to ensure/evaluate effectiveness of process. 120:SP7 Date Originated: 1/29/90 Review: 3/1/91 3/92 SERVICE PROTOCOL Unit: Claims RC2 L Service strategy What: Assist providers in correcting billing errors after the same type of error occurs more than once. Group: All out-of-Plan providers Z. Service Standard Contact provider by telephone within two working days to discuss problems. Send hard copy of examples with resolution. Visit provider and/or request they visit CCHP to discuss problems with billing. 3. Service Audit Business Services Manager will monitor process by making routine monthly inquiry. Quarterly,at least one provider will be contacted to evaluate effectiveness of process. 1.20:SP8 Date Originated: 1/29/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Claims #C3 L Service Strategy What: Return all claims inquiries from members. Group: All product lines 2. Service Standard Claims Unit staff will investigate and respond to members' claim inquiries within 24 hours. The timely response must be made even when follow-up action must be taken. Member to be notified of final outcome within one week. 3. Service Audit Business Services Manager will process by making routine monthly inquiry. There will be quarterly contact of two members to determine that member's inquiries are being met in timely fashion. I.20:SP9 Date Originated: 1/29/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Claims #C4 I. Service Stratea What: Send letter to family of deceased Medicare member to offer help with any out-of-Plan medical bills. Group: SeniorHealth 2. Service Standard Upon notification from Business Office or Member Services of death of a SeniorHealth member, Claims Unit sends attached letter to family. 3. Service Audit Quarterly in year one and annually thereafter,Business Services Manager will review to confirm that Ietters are being sent. L20:SP10 Date Originated: 4/11/90 Review: 4/91 3/92 SERVICE PROTOCOL Unit: Enrollment #El 1. Service Strategy What: Send all recertified BACs notification that coverage is extended so that BACs are aware they are covered for necessary medical care. Group: BAC , 2. Service Standard Application Analyst sends notification letter to all BACs who have been recertified for three months coverage within 24 hours of recertification being entered in the computer system. 3. Service Audit Listing of BAC members is produced at the same time as the mailing labels. Listings are retained by the Data Unit. Lead Specialist will review every two weeks and ask if all the letters have been mailed within 24 hours. L20:SP11 Date Originated: 1/31/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Enrollment #E3 I. Service Strategy What: Approve payment extension for specified Health Partnership members who have difficulty paying the fee. Group: BAC Health Partnership 2. Service Standard BAC/Health Partnership Specialist grants short extensions when circumstances have changed since application or when required notifications were not received. 3. Service Audit Specialist sends notice to each member granted an extension. A copy of the notice is kept with the original application. Lead Specialist reviews files on a monthly basis. L20:SP13 Date Originated: 1/11/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Enrollment *FA 1. Service Strategy What: Verify eligibility inquiries from various sources to ensure correct billing. Group: All members 2. Service Standard All enrollment staff answer eligibility inquiries as they are received, give an immediate answer. 3. Service Audit Evaluated only by direct observation. Lead Specialist observes staff answering inquiries for the eligibility status of clientele. L20:SP14 Date Originated: 2/16/94 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Enrollment #E5 L Service Strategy What: Advise individuals about alternate sources for medical coverage and available payment options. Group: All members and non-members 2. Service Standard All enrollment unit staff will respond immediately to inquiries about medical coverage and payment options. 3. Service Audit Evaluated by direct observation. Lead Specialist assists and observes staff in advising individuals of their alternatives. 1.20:SP15 Date Originated: 12/18/89 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Enrollment #E6 L Service Strategy What: Provide prepaid envelopes to members Wbo pay premiums to demonstrate CC:HP's attention to its members and to encourage payment in a timely manner. Group: SeniorHealth, Commercial Groups, and Private Individuals 2. Service Standard Office of Revenue Collection and Central Services include prepaid envelope for mailing payment in all statement mailings to members. 3. Service Audit Lead Specialist will call Office of Revenue Collections on occasion to inquire about mail out. L20:SP16 Date Originated: 2/26/90 Review: 3/91 3/92 SERVICE PROTOCOL Unit: Marketing #Ml L Service Strategy What: Treatment of prospects/members when they visit the office. Group: All visitors/prospects/members 2. Service Standard Greet people in the lobby even if they are not your customer. Ask if they have been helped. Direct them to the proper person. Ask if they would like any refreshment (i.e. tea or coffee, etc.). 3. Service Audit Observation and feedback from members 1.20:SP17 Date Originated: 1/8/90 Review: 3/92 SERVICE PROTOCOL Unit: Marketing *M2 1. Service Strategy What: Treat customers courteously and with respect when making sales presentations. Group: All potential non-BAC members 2. Service Standard Account representatives will always be friendly and courteous when making presentations. Will use client's name often, listen attentively to objections and questions,_and show a caring attitude when overcoming objections. 3. Service Audit A Number of service complaints/compliments will be monitored by the Marketing Director. B. Direct observations will be done by allmanagement and reported verbally to the Marketing Director. C. Marketing Director will accompany sales representatives on oils and will monitor phone conversations. D. All marketing staff will attend service training. E. A quarterly service evaluation will be prepared for the Planning Director. L20:SP1S Date Originated: 2/16/90 Review: 3/92 SERVICE PROTOCOL Unit: Marketing *M3 L Service Strategy What: All staff will demonstrate prompt, courteous, and efficient telephone manners. Group: All phone callers 2. Service Standard Answer phone before fourth ring; return all calls within 24 hours; return to person on hold within 30 seconds; call back for fellow employee if he/she has not returned by the time the caller was told he/she would be back. Be knowledgeable about all products so callers' questions can be answered. 3. Service Audit Marketing Director or designee will perform random weekly observations. A quarterly report will be prepared for the Planning Director. U0:SP19 Date Originated: 2/16/90 Review: 3/92 SERVICE PROTOCOL Unit: Marketing #M4 L Service Strategy What: The Commercial salesperson is to make calls on eidsting group accounts under the following circumstances: A To solve problems B. To encourage renewals C. To gather referrals Group: Commercial group accounts 2. Service Standard The Commercial salesperson will make calls on existing group accounts per the basic criteria listed above. We will ask that they exhibit good business judgement and time management. 3. Service Audit The ongoing supervision of account relationships shall be a part of the Marketing Director's responsibility. A quarterly report will be prepared for the P1 Director. IZO:SP20 Date Originated: Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS1 1. Service Strategy What: Sympathy cards are sent to the family when a member dies to show concern for our members. Group: All product lines 2. Service Standard Member Services mail sympathy card within two worldng days of being notified of the member's death and sends notice to CCHP Business Office and Claims Unit. Claims Unit sends letter to family of deceased Medicare member (see Claims Unit protocol). As needed, family members will be advised of grief counseling services available in the community or through the Health Plan for members. 3. Service Audit Quarterly in year one and annually thereafter, Member Services Coordinator will perform log review to confirm sympathy cards were sent. A quarterly service report will be prepared for the Provider Affairs Director,with a copy to Planning Director. L20:SP21 Date Originated: 9/12/91 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #EMS2 1. Service Strategy What: Replace lost, misplaced, stolen, or non-received ID cards and/or new member packets so member is reassured and has necessary information on how to use services. Group: Non-BACs 2. Service Standard Member Services Representative, within one working day of request, to review request for eligibility, and accuracy of information, updates computer as necessary and gives written request to Member Services Secretary. Member packet and/or card(s) to be sent out within two days. Marketing Representatives,Advice Nurses,and Business Services Clerks should pass inquiries to Member Services to be screened as mentioned above. 3. Service Audit Member Services Coordinator will review files quarterly to determine compliance and send report to the Director of Provider Affairs with a copy to the Director of Planning. Ltd:SP22 Revised: 9/12/91 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS3 1. Service Strategy What: Explain reasons for denial of membership so that Plan is not put in jeopardy,and applicant is provided with enough information to explain reasonableness of Plan's medical review. Group: Individual applicants 2. Service Standard Member Services Coordinator reserves two hours weekly (2 p.m. to 4 p.m. Mondays) to return telephone calls from applicants. Phone calls are returned within one week. 3. Service Audit Calls will be logged. Quarterly, a service report will be sent to the Provider Affairs Director, with a copy to Planning Director. L20:SP23 Revised: 9/12/91 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS5 L Service Strategy What: Assist members in making appointments that are satisfactory to the patient. Group: All members 2. Service Standard Upon member request, within two days, Member Services Representative/Coordinator secures appointment for member. Whenever possible, appointment should be timely, with correct provider and at convenient time and location. - 3. Service Audit Member Services Coordinator will monitor, as received, the clinic appointment backlogs for any appointment difficulties. Member Services Representatives will write up complaint forms for clinic management when appropriate appointments are not available for members. Quarterly, service report summarizing such complaints will be sent to Provider Affairs Director, with a copy to Planning Director. I.20:SP24 Revised: 9/12/91 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS6 L service Strategy What: Give new members a tour of the clinic to acquaint members with clinic services, layout, and protocols for obtaining and using services. Group: All non-BACs 2. Service Standard Upon request, Member Services Representative either gives clinic tour or arranges with clinic personnel to conduct tour. Tour is given within two weeks of request. 3. Service Audit Member Services Coordinator will schedule monthly tours of clinics and give schedule to marketing staff. Member Services Coordinator will monitor monthly need to increase tour schedule. A quarterly service report will be sent to the Provider Affairs Director, with a copy to Planning Director. 1.20:SP25 Revised: 9/12/91 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS7 1. Service Strategy What: "Paid in Full"letters are sent to appropriate CCHP members who have been hospitalized at Merrithew, to reassure them they have no financial obligation for their inpatient stay.. Group: Non-BACs with no copays or deductibles 2. Service Standard CCHP Receptionist logs details, Advice Nurse screens for appropriateness, and Member Services Secretary prepares and dispatches letter within two weeks of discharge to member (or in the case of a minor, the parent or guardian subscriber). 3. Service Audit Quarterly, Member Services Coordinator will monitor files and send a service report to the Provider Affairs Director, with a copy to Planning Director. L20:SP26 Revised: 9/12/91 Review: 3/92 SERVICE PROTOCOL Unit: Member Services *MS8 1. Service Strategy What: Verify if individual is a member or a pending member so that individual and providers ]mow if C� covers care. Group: All members and pending members 2. Service Standard Upon request of individual, out-of-Plan provider, or Merrithew provider, within one day, Member Services Representative/Coordinator verifies coverage. If individual is pending, Member Services resolves any outstanding issues to complete the application: 3. Service Audit Member Services Coordinator will monitor requests for membership verification and prepare a quarterly service report for the Director of Provider Affairs, with a copy to Planning Director. 1L20:SP27 Date Originated: 4/24/90 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS9 L Service Strategy What: Assist members in selecting primary care physician so that services are accessible and acceptable to the members, i.e. the physician is in a convenient clinic location, and physician's background is fitted to a member's needs and preferences. Group: All members 2. Service Standard Upon request by member or by staff to help resolve a problem, Member Services Representative/Coordinator will offer suggestions to member about primary care physicians. 3. Service Audit Member Services Coordinator will evaluate by direct observation and document any problems. The Coordinator will send a service report quarterly to the Director of Provider Affairs, with a copy to Planning Director. L20:SP28 Revised: 9/12/91 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS10 1. Service Strategy What: Answer members'questions on benefits and exclusions so members are informed about their oaverage. Group: All product lines 2. Service Standard Upon request by members or CCHP staff, Member Services Representative/Coordinator gives accurate information. Gives suggestions for alternate means of obtaining service when requested service is not a covered benefit. Answers questions the same day. 3. Service Audit Member Services Coordinator willroutinely monitor phone calls to unit to determine that members' needs are addressed. The Coordinator will send a service report quarterly to the Provider Affairs Director, with a copy to Planning Director. UO:SP29 Date Originated: 4/24/90 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS11 1. Service Strategy What: Member Services will place phone ells to new members during the first month of enrollment. Group: AFDC 2. Service Standard Beginning on the 10th of each month and weekly thereafter, Member Services Representatives will receive printout of all AFDC members. Member Services Representatives will contact each new member family. A For AFDC group - the Member Services Representatives will verify enrollment procedures as well as provide new member information. Member Services Representatives will try and contact 20% of the families by phone and will send report cards to those unable to contact. 3. Service Audit A- Monthly, upon completion of AFDC calls, Member Services will notify Marketing Director of: 1. total number of AFDC members listed 2. total number of AFDC members reached 3. breakdown of enrollment problems by problem area and enroller B. Member Services Coordinator will review printout comments on a monthly basis to ascertain problem areas for new members and to verify the number of phone call attempts. L.20:SP30 Revised: 9/12/91 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS12 1. Service Strategy What: Request feedback on performance from members using Member Services. Group: All 2. Service Standard Each month, the Member Services Coordinator will randomly select 25 cases from each Member Services Representative's log and send a(torr Card to the member. 3. Service Audit Monthly, the Member Services Coordinator will tabulate the results of returned Rgport Cards into a report to be used as a feedback and evaluation device for each Member Services Representative. A copy of the report and conclusions will be sent to the Provider Affairs Director. 1.20:SP31 Date Originated: 2/26/90 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS13 I. Service Strategy What: Send birthday cards to demonstrate a personal interest in our members. Group: SeniorHealth members, 1-6 year olds in the private individual, FKO, and small group categories 2. Service Standard Director of Provider Affairs Secretary (or designee) sends a birthday card to all the above-mentioned members on their birthday. 3. Service Audit Director of Provider Affairs Secretary will keep computer printout list of those sent birthday cards, which will be reviewed whenever protocol reports are due. L20:SP32 Date Originated: 7/24/91 Review: 3/92 SERVICE PROTOCOL Unit: Member Services #MS14 1. Service Strategy What: Provide flowers to members hospitalized at Merrithew to demonstrate caring, concern, and CCHP's personal attention. Group: Non-BAC members 2. Service Standard Member Services screens admission list and orders flowers for delivery daily. Members to receive flowers on first or second day of stay. 3. Service Audit Member Services Coordinator will ask monthly if flowers have been delivered to hospitalized members. 1.20:SP12 Date Originated: 10/91 Review: 3/92 SERVICE PROTOCOL Unit: Provider Affairs #PAI L Service Strategy What: Out-of-Plan ongoing providers will be sent credentialing packet after first service is given. Group: All Contra Costa County Providers 2. Service Standard A. Authorization Unit will notify Provider Affairs Secretary when an account is passed for payment when it is for a new ongoing provider in the Plan's service area. B. Provider Affairs Secretary will send a credentialing packet. 3. Service Audit Provider Affairs Secretary will maintain file to ensure credentials are up-to-date. L20:SP33 Date Originated: 9/91 Review: 3/92 T0: Susanne Penfold DATE: A4 FROM: Marie Please note the following provider of services. We expect this provider to be: [] on going with just one of our members; [] one time with one member; - [] on going with more than one particular CCHP member. [] please credential in the usual manner. [] please send a rote of thanks to this out of area provider who was very helpful in taking care of (please give patient's namb and date of service) . Provider's name Provider's practice/group name Address Specialty if known SERVICE PROTOCOL Unit: Provider Affairs #PA2 1. Service Strategy What: Out-of-Plan providers and facilities will be contacted every six months to clear up misunderstandings, explain new policies and procedures, and enhance relations with these providers.. Group: Established providers and facilities who provide frequent services to CCHP members. Three services and $3,000 in a six month time period. 2. Service Standard A Member Services staff will send a letter (copy attached) semi-annually to inquire about various procedures(eligibility,authorizations,claims processing, etc.) to clarify any misunderstandings, refer problems to the appropriate person, and offer provider a personal visit. B. Staff will call on provider if requested. 3. Service Audit Provider Affairs Secretary will maintain schedule. A record will be kept of calls and letters received. Questions will be responded to in writing and a copy kept on file. A service report will be prepared as needed. L20:SP34 Date Originated: 3/27/90 Review: 8/90, 1/91, 9/91, 3/92 SERVICE PROTOCOL Unit: Provider Affairs #PA3 1. Service Strategy What: Members who have visited an outpatient,out-of-Plan specialist will be sent a report card to evaluate the services. Group: Commercial 2. Service Standard A Monthly,the Provider Affairs Secretary will request computer list of members receiving out-of-Plan specialty treatment and will send a report card to the member. B. Provider Affairs Secretary will screen returned report cards and send those needing followup to Member Services Coordinator. C. Member Services Coordinator will send letter to providers where members rated service as unacceptable. 3. Service Audit A Statistical reports will be generated by provider on number of report cards sent, number returned, ratings and followup, on an as needed basis. L20:SP35 Date Originated: 9/91 Review: 3/92 gAQ.G� September 19, 1991 Dear As a Contra Costa Health Plan preferred provider, we want to do everything within our power to make sure that doing business with us is efficient, friendly and as problem-proof for you as possible. We feel that the best way to do this is for you to let us know what we could improve. Because most of our out-of-Plan providers use our authorization process, our eligibility process and/or our claims process we would like to hear your opinions on how well these processes work for you. If you have had any problems in dealing with these or any other areas of the Health Plan, please call me or one of our member services representatives at 510/313-6070. Thank you for taking the time to help us improve our services to our members and to you. Sincerely, Judith A. Sizemore Member Services Coordinator &Wimw. JM.-SW Asn. ATTACHMENT J CCHP WORKPLAN 1994-95 Action Lead Target Date Expected Outcomes Date Completed Submit Work Plan to Medical 9/94 Approved Work Plan CCHP Advisory Board for Director review and approval. Hire QA/UM Coordinator Medical 11/94 Qualified and experienced leadership Director Obtain Board of Executive 10/94 Delegation of QA to the new Supervisors Order of QA Director Integrated Quality Assurance delegation Committee Obtain signed letter of Executive 9/94 agreement with MMH&C Director and Medical Staff Form new committees with Medical 12/94 Required QA Committees and appropriate policies Director membership established QA Coord. Review existing QA QA 12/94 Necessary policies policies,protocols, Coord. reviewed/developed procedures Develop or update QA and Medical W94 Ensure proper legal oversight by delegation language for Director CCHP of out-of-plan providers provider contracts Legal Council Continue Baby Tracking QA On- On-going ()Meet national immunization rate program. Coord. going goal for children;and Continue immunization. 2)Comply with Medical DHS (GHAA monitoring). recommendations. Pregnancy Monitoring QA 12/94 On-going Comply with DHS recommendation Coord. for MediCal members Develop continuity of care QA 12/94 Improve continuity process in out- guidelines and monitoring Coord. patient clinics and comply with DHS protocol audit recommendations. Action Lead Target Date Expected Outcomes Date Completed Review and approve Cred. 12/95 On-Going Approval of delegated credentialing MMH&C Med. Staff Comm. of MMH&C Medical Staff credentialing QA Coord. Amb.Medical Records QA 12/94 On-Going 1)Revicw existing amb.care Review Coord. providers and provide feedback,and 2)Review office records prior to contracting with new out-of-plan providers,and do facility inspection. Monitor access to primary Prov. 9/94 On-Going Ensure access standards are being care Relations met. Coord. First year Quality Council QA 8/95 Quality Council meeting will be at meetings Coord. least bi-monthly. Medical Director Provider Survey Prov. 8/95 On-Going Complete at least one provide survey Relations with feedback to providers. &QA Coord. Patient Satisfaction Survey QA 8/95 On-Going Complete at least one survey with Member feedback to providers and staff. Sat. Member Survey Member 8/95 On-Going Complete at least one survey with Sat. feedback to providers and staff. QA Coord. Prepare at least 2 quarterly QA 8/95 On-Going Review and feedback to Quality reports to Int.QAC Coord. Council Prepare annual QAIP QA 8/95 On-Going Approval by all committees and report Coord. Board of Supervisors Ensure that PCP's have QA 2/95 All providers will be using consistent CUP prevention Coord. preventive health care standards. guidelines Identify specific QA studies QA 1994-95 8/95 Be prepared for intensive QA work for 1995-96 Workplan Council following artup year. Prepare reports to quality QA 11/94 On-Going Assistance and support from CCHP Council on Workplan Coord. staff,QA Council for QA Coord. progress and problems Credential all out-of-plan Cred. 3/95 On-Going All contracted providers credentialed contracted providers Coord. and reviewed by Quality Council and Medical Board. Director CCHP Audit of MIvtIiNC QA 12/94 On-Going Evaluation of Ambulatory Medical Clinics Ambulatory Coord. Records against standards. Medical Records ATTACHMENT K CONTRA COSTA HEALTH PLAN Baby Traddng Program GOAL: To ensure all Contra Costa Health Plan babies receive periodic well-baby exams and immunizations through 15 months of age, following periodic guidelines established by Merrithew Memorial Hospital and Clinics pediatric department and CHDP. In addition, this program will ensure at least one postpartum visit for mothers and instructions regarding contraception. POLICY & PROCEDURES: 1. Advice Nurse obtains all discharge summaries for CCHP newborns born at Merrithew Memorial and all outside hospitals, e.g., Brookside. Once Advice Nurse obtains names and demographic information of newborn, chart is compiled. (See Addendum I for format and content.) If Advice Nurse ascertains any high risk factors in discharge summary (see Addendum 11 — High Risk), Advice Nurse refers infant and mother immediately to our CCHP Targeted Case Management team. Advice Nurse then proceeds with initial contact phone call. 2. CCHP Advice Nurse team assigns Advice Nurse member who will track and follow infant throughout their first 15 months of life. 3. Advice Nurse's first action to engage mother in baby tracking program is via phone. If mother is successfully reached by phone, Advice Nurse proceeds to interview and complete Form 46BT(see attached). Baby tracking contact is completed with Advice Nurse proactively making appointment for newborn two weeks after discharge. The two-month appointment is also made at this time. The Advice Nurse also makes the mother's follow-up postpartum appointment. 4. Advice Nurse interviews the mother, delivers basic newborn education, postpartum education and ascertains if there are any problematic areas warranting further discussion (see attached Interview Form). If Advice Nurse ascertains any problem and risk factors (per Addendum II),appropriate action will be taken immediately per Advice Nurse medical pediatric protocols. 5. Advice Nurse follows up each phone call with a congratulatory letter. If the Advice Nurse attempts to reach mother three times without success, a letter is mailed (see Addendum III). If within two weeks the Advice Nurse has not received a response, Advice Nurse mails out a second letter. If Advice Nurse does not receive a response, an attempt to access Global Appointments is investigated. After all aforementioned measures are exhausted, the file is placed in tickler for next 15 months. 6. For those newborns engaged in program, Advice Nurse will continue to track their compliance with appointments via phone calls. During these intermittent contacts, Advice Nurse will continue to assess status of mother and infant. This system continues until the infant is 15 months old and has completed the series of immunizations. M-btp.jv Addendum 11 POLICY & PROCEDURE FOR HIGH RISK INFANTS Criteria for Neonatal Home Visit through CCHP Case Management 1. Low birth weight (< 2500 gyms.) 2. Small for gestational age 3. Special Care Nursery patient 4. Known risk for nonphysiologic hyperbilirubinem'a 5. At-risk social assessment 6. Limited or no support 7. Maternal age under 17 8. Positive urine toxicology screen and discharged with mother 9. History of maternal mental illness or attempted suicide 10. Kinship placement 11. Congenital malformation/anomaly 12. Prematurity 13. Breast feeding 14. Weight loss > 8% at discharge 15. Poor feeding 16. Early discharge 17. Poor infant-parent attachment 18. Family history of suspected abuse/neglect 19. Primary care giver's medical, social, or mental condition of a nature to require professional supervision and support to fulfill parental responsibilities, e.g., mental illness, substance abuse, mental retardation, etc. F29:btp.jv pg2 CCHP BABY TRACKING BABY'S FULL NAME: URNk D.O.B. ADDRESS: PHONE NO: City Zip PRIMARY M.D. CLINIC: APPOINTMENT DATE: KFS REAPPOINT KEPT Ist [ ] [ ] [ ] 2 months [ J [ ] [ ] 4 months [ J [ ] [ ] 6 months [ ] [ ] [ ] 9 months [ ] [ ] [ ] 12 months [ ] [ ] [ J 15 months [ ] [ J [ J [ ] Advised re: 240 availability, number given, other concerns. j ] Inst. s!sx illness. j ] Inst. newborn care. feeding. 'MOWS NAME LT RUN# [ ] Letter Sent [ ] Letter Returned PRIMARY I.D. [] Referred to CHDP [ ] Referred to TCM j ] PP f01101A-up date kept reappoint j ] Discussed birth control Method chosen SIBLINGS NAMES AGES UP TO DATE/WELLNESS APPT. MADE 1. 2. 3. 4. 5�6 - 1 ] At the end of 15 months. send a letter or call with praise, contragulations and a tee-shirt - suggested logo - "I'm a well-baby and immunized Contra Costa Health Plan" j ] Ensure mom has yellow immunization card that is complete. If not, make arrangements for clinic staff to complete and send to mom. 46:BT--SN:smp COWLETION DATE: NEWBORN ENROLLMENT DATA BABY'S INFO: Name: URN; — SUBSCRIBER # Male ( ] Female ( ] D.O.B. Medi-Cal # Address: Phone: Month to be disenrolled MOTHER'S INFO- Name: URN: SUBSCRIBER #: Medi-Cal #: t� i BABY TRACKING NOTES Mother URN Baby URN DOB Date Mbtnirm Date BABY'S FULL NAME: dtda- n U URN# 51 D.O.B. ADDRESS: I'Gt-r–� PHONE NO: -�o?rQ City —Zip 9c�s5 PRIMARY M.D. w�'�.c – /e� CLI111'IC: `�; Z APPOINTMENT DATE: KEPT REAPPOINT KEPT 1st_ 9/1 N [ t 11 2 months i X 9 3 [ ] [ ] 4 months y` 1 -K-, 6 months -0 [ ] [ ] 9 months 4U 12 months 15 months [ ] [ ] [ ] (�] Advised re: 241 availability, number given, other concerns. Q(j Inst. s/sx illness. j� Inst. newborn care, feeding. MOM'S NAME URN# a��/ 7�� �`� [�} Letter Sent [ ] Letter Returned PRIMARY M.D. Lt, Crk Referred to CHDP [ ] Referred to TCM PP follow-up //1 '10-3 date Lkept reappoint j}Q Discussed birth control Method chosen ,er5 el-9 —71 SIBLINGS NAMES AGES UP TO DATE/WELLNESS APPT. MADE 1. 3. 4. 5. 6. [ ] At the end of l5 months. send a letter or can with praise, congratulations and a tee-shirt - suggested logo - "I'm a well-baby and immunized Contra Costa Health Plan" j ) Ensure mom has yellow immunization card that is complete. If not, make arrangements for clinic staff to complete and send to mom. 46:BT--SN:smp COMPLETION DATE: CONTRA COSTA COUNTY HEALTH SERVICES MERRITHEW HOSPITAL 2500 ALHAMBRA AVENUE* IAL MEMRMARTINEZ,CALIFORNIA DISCHARGE SUMMARY AND ORDERS 09 ZS 93 1. ADMISSION DATE: 9/z,( 9 3 .w =.. - mow 2 DISCHARGE DATE: a.;s 3. INITIAL COMPLAINT: BAKER DANA 8/14/1976 510 .228 P 00284126-1 co 4. PRINCIPAL DISCHARGE DIAGNOSIS: KD tlART V (Chief assn for patient's admission) '` PA 8 E R S a J• PATIENT W.I,cxh.<Area wrist bo readabb on an 000ies ATED SUMMARY- YES❑ onTe Other Dx: I t 5. RES PERFORMED:.*.".. . 1 It�ic► I r•. • -Vie..\� �.�-1v�-�..•�.. �-`�,� . 8. SPITAL CC)URSE/TREATMENT/FINDINGS: (Include studies pending std ) SR•-c"1 V/Yq (�is fa/�Id IS.� ld �n�ntp �•• t Ao.haSfv+.�SIC a n�I4-kd I 4135 rNo., stw-re. d-^ n►w�lutl�,�, it hid iv�at r�ncAertt�w. . �as�.i...•� € 5 �Hca�►.e. �b..w tnS� d�.. �-���-�oa 'F�.-�..,...,.:5.��..�L�.e. t`sSC' �t '1't�co��.-e_ ��y.�•eto•� �vo '��;s.�. 'e`� 4n�a.-tP��.. Z.� - � p•-�c,,,� 7. CONDITION ON DISCHARGE: S. INSTRUCTIONS TO PATIENT: (Include medications not being dispensed.) Diet: LL �►►. Other. t APPOINTMENT REQUEST FOR FOLLOW UP: CLINIC FPS- ADDITIONAL APPOINTMENTS: Doctor' WHEN?' ` MARTINEZ- RICHMOND O Pt nsURG O CONCORD❑ t3REwwooD❑ OTHER❑ %•DISCHARGE MEDICATION ORDER (DISPENSED) 21 2 IV-IS Ct PATIENT I.D.Imprint Area must be readable on all copes • • t j4 • i F L�6 P(JIu�ER J• {SIGNATURE) L CONTRA COSTA COUNTY HEALTH SERVICES ti MERRITHEW MEMORIAL HOSPITAL 2500 ALHAMBRA AVENUE a MARTINEZ,CALIFORNIA DISCHARGE SUM ARY AND ORDERS ' p pr AND ADMISSION DATE: ( xj( ! t 6 x371 :. ZV .t yr z 1. _ •, -Y ► 2. DISCHARGE DATE: ,�s• '•. T y2 r 3. INITIAL COMPLAINT: 8 EA A AST.*!G 1 R L BIRTH ,A ��s.1'�5">l!s 8 x �4.•.PRINCIPAL DISCHARGE DIAGNOSIS: y +• ���5 ,fte.r(Chlef reason for patient's admission) �1€N� bri a0 poples j Other Dx :: Te ,�=gIfAA ,tNALHtS?ORY: #year olds G t P� Ab PPD I` '�'C`+..�' GY.S�� '' VDRL HBsAg PPS, �': O , .;; •c-:EDC• h� tBlood type.._ b: PROCEDURES PERFORMED: perinatal problems: Il VITAMIN K 1 MG IM -•.:: ;� � � � v ERYTHROMYCIN OPHTHALMIC OINTMENT OU NEWBORN SCREEN 6. HOSPITAL COURSE/TREATMENT/FINDINGS: (Include studies pending at(fadm ge) APGARS , / LENGTH.b cm 1 minute 5 minutes IFHEAD CIRCUMFERENCE 3 cm BIRTH WEIGHT 3165 O gm / Ibs �} DISCHARGE WEIGHT gm �7. CONDITION ON DISCHARGE: INSTRUCTIONS TO PATIENT: (Include medications not being dispensed.) Activity: Apply alcohol to the cord 3-4 times daily Diet: Feed infant every 3-4 hours when hungry Other. Watch for Jaundice (yellowing of the skin);return H it occurs Call Advice Nurse If your baby has any problems with feeding,breathing, color or activity. 6• APPOINTMENT REQUEST FOR FOLLOW UP: CLINIC �� ADDITIONAL APPOINTMENTS: f ' DoctorWHEN?.2-%6J MARTINE� RICHMOND❑ Prl` SBURG 0 CONCORD 0 BRENTWOOD 0 OTHER 0 (SPECIFY) ;, 'K DISCHARGE MEDICATION ORDER (DISPENSED) 10 IA' N0Y C6/4Z/6 >� Ow • r * SV38Vd 0661 /98/6 -TS +,E900I0 9-966 bb500 05 sari-eaa pts ie3ilr►o Aeve PATIENT I.D.ImprMt Are,must be readable on a0 copies C Tf 51 f6 LZ 6 • CNVA v ON 1D (SKINATURE) i NEWBORN ENROLLMENT B A Y'S, MCI- Name- 46 qCe( 5446 URN: SUBSCRIBER # Male Female j D.O.B. �?;z L Med�•Cal # Address: SYS- `P4 c,4 e c.e Z.E. ,44 z -Phone: Month to be disentolled /4 S NIQTHER•S Name: �a�e�, /t" peg, URN. �y �o a-/ SUBSCRIBER #: 72-6"7.9 Medl-Cal ##` • 0 1'772. 0 -o -ti s.��L 1 BABY TRACKING NOTES Mother ��rt _ C�QJcx URN-0-7? ,.� Z� - Baby ��ti_",-E��. l�/�.Cti URN fc1 e ? 6-—6 - DOB Date CONTRA COSTA 395 Center Avenue,Suite 100 Martinez,California 94553 HEALTH PLAN A division of Contra Costa Aeakh Services — Dear Congratulations on the birth of your new baby. We have tried to call you to discuss your health and your baby's health, but we have been unable to reach you. We recommend that your baby have check-ups and immunizations at 2, r 4, 6, and 15 months of age. The immunizations will protect your baby against many serious illnesses and the check-ups are to monitor your baby's growth and development. This will also help us to catch any problems early on. We also suggest that you have an exam about six weeks after delivery. This exam is to make sure you have healed and for you to discuss family planning. We realize that it can be difficult to get appointments. The CCHP Advice Nurses are here to assist you and to answer any questions 24-hours every day. Please call our special member's only numbers: 510-313-6800 or 800-621-0880 or Nancy at 313-6041. Remember to leave a phone number so that we can return your call. t Sincerely, Advice Nurse ; ., 1 CONTRA COSTA 595 Center Avenue,Suite 100 Martinez,California 94553 HEALTH PLAN A division of Contra Costa Aeakh Services — Dear Congratulations on the birth of your new baby. We have tried to call you to discuss your health and your baby's health, but we have been unable to reach you. We recommend that your baby have check-ups and immunizations at 2, 4, 6, and 15 months of age. The immunizations will protect your baby against many serious illnesses and the check-ups are to monitor your baby's growth and development. This will also help us to catch any problems early on. We also suggest that you have an exam about six weeks after delivery. This exam is to make sure you have healed and for you to discuss family planning. We realize that it can be difficult to get appointments. The CCHP �t Advice Nurses are here to assist you and to answer any questions 24-hours every day. Please call our special member's only numbers: 000. 510-313-6800 or 800-621-0880 or Nancy at 313-6041. Remember to leave a phone number so that we can return your call. Sincerely, Advice Nurse j 1 CONTRA COSTA HEALTH PLAN �&WA Dear Congratulations on the birth of your new baby! We at Contra Costa Health Plan are very concerned that your baby get the best possible start in life.We think well-baby exams and immunizations/baby shots are the best ways to keep your baby healthy. We strongly recommend a check-up for your baby at 7-14 days, 2 months,4 months, 6 months, and periodically thereafter. The Contra Costa Health Plan Advice Nurse can assist you in making these appointments.Anytime your baby is sick the Advice Nurse can help you decide if your baby's symptoms need to be checked at one of our health centers. And while making appoinments for your baby, don't forget that your health is important too.You should have a 6 week postpartum check- up. At that time you can discuss ways to prevent unplanned pregnan- cies. The Advice Nurses are always available to assist you 24-hours a day. 1-800-621-0880 or 510-313-6800 Sincerely, R 595 Center Avenue,Suite 100 Martinez,California 94553 510-313-6000 CONTRA COSTA HEALTH PLAN Dear Congratulations on the birth of your new baby! We at Contra Costa Health Plan are very concerned that your baby get the best possible start in life.We think well-baby exams and immunizations/baby shots are the best ways to keep your baby healthy. We strongly recommend a check-up for your baby at 7-14 days, 2 months, 4 months, 6 months, and periodically thereafter. The Contra Costa Health Plan Advice Nurse can assist you in making these appointments. Anytime your baby is sick the Advice Nurse can help you decide if your baby's symptoms need to be checked at one of our health centers. And while making appoinments for your baby, don't forget that your health is important too.You should have a 6 week postpartum check- up. At that time you can discuss ways to prevent unplanned pregnan- cies. The Advice Nurses are always available to assist you 24-hours a day. 1-800-621-0880 or 510-313-6800w Sincerely, _=� J-d- v' 1 595 Center Avenue,Suite 100 Martinez,California 94553 510-313-6000 N �p t ft N R CC 202 • RRR o� • �— « ; �; G d D p Irse + �� • � � ,� F Mme- 1�— h cc lz 4? t . H $ cc 2 .ca CD Ev ft • '� o Ir 20 !! N ISO N aNe N I st ,' r I m N . vOO a� J.J a. I ai s. $a DDODD 1— CY LO r Y # 0 a = m ( m mN � . , on mEiji Vmg� � S mromw if I 1115�CO 40 LD CY IS —m}.- tv ei � vs _ 111 . GO < o y �"i�h ? .a �' o`� � ODa " ,Z � a, iii I �a � � ycn � �� •► m Na, a' � •� � _ � � .. �' .: � g o vr O C=l _ 2 T! m at sit 01 I 1 .111 14C CA "AMC 4p 57 IT $ Ch ... m 8 .3 o � < Joao-, Z CL �' m e w m co #: gm CD gat es- CD co CA EL ma Cc CA CD Z Co I'D .,. CL SS g ow 1. .9y, :� m m r, +� ` . ea I� t^� HSL fdW ° a� 8-: I te 42 — g '" ��,,N +r�D � � ' � � i�T Oki � '� ter„ o A CD cr p 40 CD Is a — t3 ar .� m < 4 . m E $ g �o �� z CD N is Rp go m X Lin CS. m m oQ Contra Costa County Health Services Department '•� Public Health Division •1 COMMUNICABLE DISEASE CONTROL T � 597 Center Avenue, Suite 200A Martinez, California 94553.4669 C-v (510) 313-6740 February 23, 1994 TO: Public Health Immunization Providers FROM: Dottie Langthorn, PHN Immunization Coordinator SUBJECT: Extended Immunization Clinic Hours and Days Beginning March 1, Public Health Immunization Clinics will be expanded in the following sites: Brentwood: 118 Oak Street (behind the Brentwood Health Center) Every Wednesday from 3-5 pm Pittsburg: 550 School Street Daily from 2-4 pm Concord: 2355 Stanwell Circle Daily from 9-11 am In Addition: Fridays from 24 pm 4th Friday from 2-6 pm Richmond: 39th and Bissell Mondays and Wednesdays from 2-4 pm No appointment is needed. Immunizations clinic fees remain unchanged from prior. We will continue to give state supplied immunizations when a family is unable to pay. CONTRA COSTA COUNTY HEALTH SERVICES Beginning September 1, 1992 Referrals for Public Health Services, including public health nursing, can now be made directly to specific programs. PROGRAM SERVICE DFSCRIP'TION TELEPHONE MI o Case management,severe medical 313-6100 California Children conditions: 0-21 years Services (CCS) o Physical&Occupational Therapy for neuromuscular conditions: 0-21 years o CCS HIV Program: 0- 14 years 313-6141 N2 o Child Health Screening Clinics PUBLIC HEALTH Clinical Services o Child Abuse Prevention CEN7ERS: o Child Health Promotion Richmond-374-3111 o Family Planning/Pregnancy Testing Concord- 646-5275 o Geriatrics/Adult Health Pittsburg- 427-8034 o Health Care for the Homeless o Employee/Occupational Health o Contra Costa Health Plan Advice Nurse (advice&authorization: 1-800-524-2247) o School Based Health Care Admin- 313-6250 #3 o TB Clinics&Field Follow-up 313-6740 Communicable Disease o Acute Communicable Disease o Refugee Services o Sexually Transmitted Disease Services(STD) o HIV/AIDS Test Counseling 313-6770 o Immunization Program 313-6767 k4 o Prenatal Care Richmond-374-3012 healthy Start Martinez-6464715 o Sudden infant Death Syndrome Pittsburg-427-8070 313-6254 p5 o Appointment assistance for wellness care 313-6150 Maternal & Child (medical and dental): 0-21 years Ilenith (CIIDP) o Prenatal Care Guidance(assistance to pregnant women) o Child Injury Prevention Information High Risk Infant o Assistance to developmentally at risk,delayed 313-6250 or low birth-weight child: 0-3 years k6 o Skilled Nursing and rehabilitation services Richmond-374-3186 flume Health Agency to homebound patients Fax-374-3849 Concord- 646-5270 Fax-646-5269 Pittsburg-427-8043 Fax�27-8188 Admin- 313-6650 Fax-313-6659 N7 o Food Supplement for Pregnant or Brew: Feeding Richmnnd-374-3250 Women, Infant, and Women /;�_c37(, Children o Food Supplement fo. Infant and (�VIC) Nt:1Tit+,,n Ricks: 0 - ATTACH�M L IL c L � o � w � -�� - ATTACHMENT M lndivfdua/ Programs and Large Groups Evidence of Coverage A Federa'ly Qualified Health Maintenance Organization A D'W"m et Contra Com COYnt►ttieauh Services Dept-1 "t f CONT&4 COSTA HEALTH PUN TABLE OF CONTENTS CONTRA COSTA HEALTH PLAN•AN OVERVIEW L EXTENSIVE BENEFITS I Doctor Visits and Outpatient Services. »..........»......».»»..„.•„»»»»�..»»..•..• Hospital Services.--- Emergency ervices.„».....Emergency and Urgently Needed Care......„„„......».„»»....„„»»..».....».„»»„...„»»»„.»..».»»..„••...........I HealthInformation and Education.........„.„.....„.„. ...„.»»...»»»»»»».»....».„..............„...„..».......„....1 BenefitHighlights.»....„„.......„.».».„„...„„„».........»„»...».......„...»„...» »...».„,»...................................2 11. PERSONALIZED SERVICES«.....» _ 4 ChooseYour Own Physician.................».»».»...».»».....„.»»..„.........„.„.»...»..„.»...„.........»»..............„„...4 Advice Nurse at Your SenviCe..»»»».»......„........».„..».....».„...»..„.».»..».„..„.„»_„.....................»»„.........4 Member Satisfaction—Our Number One Priority..........................„..»»..„:»»....„.».„.............„.............4 ComplaintResolution Procedures...........................................................»..._...................„.........................4 Ill. ABOUT COSTS .........«.«..«..««..«....«.................«. .......».......«.............«.».«..«..........«............ 4 MonthlyPremiums...........................................................................................................................................4 BillPayment''Reimbursement Procedures..................................................................................................5 Renes+al Provisions for Individual Health Coverage................................................................................5 IV. ENROLLMENT/EFFECTIVE DATE OF COVERAGE ........................»...»..........................«.....„..... 5 GroupMembership .........................................................................................................................................5 Effective Date of Coverage (Groups)...........................................................................................................5 EligibleDependents.........................................................................................................................................5 Additionof Dependents .................................................................................................................................5 IneligiblePersons..............................................................................................................................................6 IndividualMembership....................................................................................................................................6 Effective Date of Coverage (Individual).......................................................................................................6 V. LIMITATIONS, EXCLUSIONS, AND REDUCTIONS IN BENEFITS...«..................«««.................. 6 Principal Limitation of Benefits......................................................................................................................6 Exclusions ...........................................................................................................................................................6 Reductionin Benefits.......................................................................................................................................7 Coordinationof Benefits.................................................................................................................................7 VI. TERMINATION OF MEMBERSHIP/CONTINUATION OF COVERAGE...».«».......................... 7 Lossof Benefits..........„..„..................................................................................................................................8 DependentsOnly ............................................................................................................................................8 Termination of Group Agreement....„..........................................................................................................8 GroupContinuation.........................................................................................................................................8 Conversion to Individual Plan Coverage.....................................................................................................8 Rightto Review.................................................................................................................................................8 V11. YOUR RIGHT TO MAKE DECISIONS ABOUT MEDICAL TREATMENT...____ 9, 10 VIII. PUBLIC POLICY.««».«««.«.....«...».....««....«..».«.«»....«.».««..........««....»...«..»»„.........».............. 10 IX. YOUR PREMIUM DOLLARS AT WORK..............».................................................«..........„....„.... I I X. PLA! DIRECTORY............................................................................................................................ 12 Welcome! ti► iMEW If you're looking for a health plan that offers broad extensive coverage, afford- able cost, and personalized service . . .we've got just the health plan for you. %Ve're Contra Costa Health Plan, the first publicly sponsored,federally quali- 44 fied health maintenance organization (HMO) in the nation. And we've been rr� providing quality health care services to residents of Contra Costa County since 1974. Contra Costa Health Plan features: • Preventive care • Convenient hours (Saturday & evenings at some locations) and local P" facilities to serve you and your family ` Choice of your own family physician from among the largest group of y•� family practice specialists in the county C • T 1 A variety of affordable plans to choose from an M� I. COMPREHENSIVE BENEFITS significant disability.Some problems are emergencies because they may be poien- With Contra Costa Health Plan,you et com- tially life-threatening and others are consid- g ered emergencies because if not treated prehensive health benefits that help keep you promptly they might become more serious. and your family healthy and feeling well. Everything from physical check-ups to medi- If you are hospitalized at another facility, you cal services for major health problems is may be moved to Merrithew Memorial covered by the Plan. Hospital as soon as it is medically safe to do Doctor Visits and Outpatient Services so. As a member of Contra Costa Health Plan, Urgent care is medical treatment that re- you receive routine medical care from your quires a visit to a health care provider within own personal family physician or family nurse a few days. practitioner.The centers are conveniently located in Brentwood, Concord, Martinez, Within Contra Costa County Pittsburg and Richmond, and are within easy Emergency and urgent care services are reach from major highways.They are open available 24 hours a day, every day of the weekdays and some offer evening and Satur- year at Merrithew Memorial Hospital in day hours as well. (Refer to the Plan Direc- Martinez, and at other facilities as authorized tory on page 11 for exact locations and by the Health Plan. If you have questions, hours of services.) even after hours, call the 24 hour advice and authorization service. Hospital Services Hospital services are provided at Merrithew Outside of Contra Costa County Memorial Hospital in Martinez. A full range When outside the service area, medically of ser,ices is available including obstetrics, necessary emergency medical services are intensive and coronary care, specialty pro- covered at any time.The Plan should be grams in geriatrics, and more. At Merrithew notified at the time of the service or as soon Memorial Hospital, a special wing with semi- as possible after service. Urgently needed private rooms is reserved exclusively for services are covered with prior authorization members. Amenities include telephones and of Contra Costa Health Plan. Authorization television in these rooms. can be obtained by calling the 24 hour Occasionally, because of a special medical advice and authorization service. service requirement, one of our physicians Health Information and Education may refer a member to another location at Contra Costa Health Plan also provides Merrithew, or to another hospital. preventive care for the early detection and prompt treatment of illness. Education and Emergency and Urgently Needed Care information about health problems and Emergency and urgently needed care is health hazards are readily available at the available 24 hours a day, seven days a week. plan's health centers. Also, a variety of health Even when you are out of the service area education services is offered at no extra cost you will be covered when authorized by to members, including classes in: Contra Costa Health Plan. An emergency is the sudden and unexpected start of an illness a Prenatal Education • Family Planning or injury which requires the immediate O Stress and Relaxation services of a physician to prevent death or a • Smoking Cessation • Living with Diabetes 0 With Contra Costa Health Plan, you get comprehensive health benefits that help keep you and your family healthy and feeling well. Everything from physical check-ups to medi- cal services for major health problems is covered under the Plan. Following this sec- tion is a summary of benefits covered by Contra Costa Health Plan. All services are provided at designated Plan facilities and at non-plan facilities when authorized.by a Contra Costa Health Plan physician. Some plan options will require copayments . d BENEFIT HIGHLIGHTS HOSPITAL SERVICES' • Inpatient Unlimited room and board, and all medically necessary services COVERED • Outpatient Surgical room fee, radiation and chemotherapy treatment, and COVERED acute renal dialysis Diagnostic x-ray and laboratory services. including allergy testing COVERED PHYSICIAN CARE' Office and hospital visits, surger,,vision and hearing testing, well- COVERED bab% care, periodic health exams(including pap smear, mammograms, and breast exam), immunizations and inoculations,and allergy serum injections PRESCRIPTION Prescription drugs obtained at Plan authorized pharmacies, including COVERED DRUGS" birth control pills, insulin/needles and prenatal vitamins for pregnant women EMERGENCY Worldwide emergency care for acute illness or injury requiring COVERED CARE' immediate medical attention Ambulance and air ambulance service when required for an COVERED emergency or approved by a Contra Costa Health Plan physician MATERNITY CARE' All hospital and physician services relating to pregnancy and COVERED (treated as any other interrupted pregnancy medical condition) Nursery care during mother's hospitalization;newborn is fully COVERED covered from birth (must be formally enrolled within 30 days of birth for continued coverage) Prepared childbirth classes COVERED Some plan options monde copayments for this wrvice, All pian option have CotinsuranCe a do not corer Pre OPlronS. Refer to vour contract or as&a Plan representative for details. FAMILY Voluntary sterilization COVERED PLANNING' Prescription contraceptives and artificial insemination COVERED THERAPY AND COUNSELING SERVICES' • Mental Health' Inpatient: up to 30 days per calendar year including physician COVERED services Outpatient: up to 20 visits per calendar year for short-term evaluation COVERED and crisis intervention • Alcohol and Inpatient or outpatient: diagnosis,medical treatment,crisis inter- COVERED Drug Abuse' vention counseling and referral services. Inpatient treatment for addiction is not covered • Speech/ Provided for conditions which are expected to result in significant COVERED Physical/ improvement within two months Occupational` SKILLED NURSING Up to 100 days per calendar year,limited to services for recovery COVERED FACILITIES from an illness or injury(no copayment if within 90 days of hospitalization) HOME HEALTH Unlimited visits provided in the home when prescribed by a Health COVERED CARE Plan physician, including diagnostic and treatment service and nursing care HOSPICE CARE Upon referral, either in-home or hospital unit COVERED OTHER SERVICES Replaced blood and/or blood products COVERED Organ transplants that are not considered experimental COVERED Health education programs such as smoking cessation,stress and COVERED and relaxation, nutrition information, living with diabetes, natural childbirth, and more Podiatry': upon referral of Health Plan physician (covered if certain COVERED serious conditions are present) Emergency Medical Advice: toll-free service 24 hours a day COVERED Orthotic' & prosthetic devices COVERED • Some plan options include copayments for this service. •' All plan options have coinsurance or do not cover prescriptions. Refer to your contract.or as1.a Plan representative for details. referred to on-call staff. Please limit your after 11. PERSONALIZED SERVICES hours calls to urgent situations such as high fever, injury,or persistent flu symptoms. Choose your own doctor! Member Satisfaction—Our Number When you become a member of Contra One Priority! Costa Health Plan, you will choose your own All of us at Contra Costa Health Plan share in personal doctor from our staff of qualified the responsibility of providing you with the family practice physicians. We have the best health care services possible. Our mem- largest group of family practice specialists ber services representatives are ready to and family nurse practitioners in the county. assist you with any questions or concerns Our member services representative can you may have about Health Plan coverage, help you make your selection by matching services and practices. Our representatives you and your health needs with the most can be reached Monday through Friday appropriate physician on our staff. 8 a.m. to 5 p.m., excluding holidays. Your physician will work with you to see that Complaint Resolution Procedures you get all the health care sem-ices you need, The staff of the Contra Costa Health Plan including preventive care, hospitalization and share responsibility for assuring your satisfac- referral to specialists as necessary. You can tion and we welcome your comments and be assured that you and your family receive suggestions. If you have a problem obtaining the personalized attention you need and health services or a complaint about care deserve. you received, you are encouraged to call a member services representative for assis- Please note: tance. If any problem is not resolved to your All benefits described in this brochure are covered satisfaction you may submit a written com- by Contra Costa Health Plan only if thet are pre- plaint to the Plan for review and resolution. scribed or directed bt a Contra Costa Health Plan physician. Contra Costa Health Plan will not pay for Address your complaint to Member Services services from non-plan doctors and hospitals unless Department, Contra Costa Health Pian, 593 they are authorized and approved by Contra Costa Center Avenue, Suite 100, Martinez, CA Health Plan. 94553. Advice Nurse At Your Service! Normally, all complaints are resolved within %%'hen you have health related questions, a 30 days. simple toll-free call to our advice nurse can quickly answer your concerns. If an urgent medical situation arises and you're not sure if fit. ABOUT COSTS a visit to the doctor is necessary, or you have questions about a medication or treatment, Contra Costa Health Plan gives you afford- the Advice Nurse Service is your friendly able care plus service.There are a variety of connection to us. Our advice nurses can plans to choose from. even arrange urgent care appointments! Monthly Premiums The Advice Nurse Service is available to Please refer to the rate sheet for listings of Contra Costa Health Plan members Monday current benefit plans and monthly rates. through Friday, 8 a.m. to 9 p.m. and Saturday • 9 a.m. to 1 p.m. After hours, weekends and holidays, calls to the atiti ice nurse service are 0 For Groups groups of various sizes located within Contra Your employer is responsible for prepayment Costa County.If Contra Costa Health Plan is of the monthly premiums for Contra Costa part of your benefits package and if you Health Plan coverage.You may be required meet the eligibility requirements established to pay a portion of the charges;If to,you will by Contra Costa Health Plan for your group, be notified by your employer. you may enrol yourself and any eligible dependents.For up-to-date eligibility require- For Individuals, For Kids Only ments, contact an account representative at and On Your Own Contra Costa Health Plan or the Benefits You will receive a monthly bill for your plan Manager where you work. premium. Payment for each month of cover. age must be received on or before the last Effective Date of Coverage(Group) day of the preceding month. If you decide to join Contra Costa Health Plan,you and your eligible dependents must Siff Payment/Reimbursement Procedures apply for membership through the group When a member receives authorized care within 30 days of becoming eligible to enroll. from a non-plan provider, Contra Costa Coverage will be effective on the first of the Health Plan will pay the bill. As a member, month following approval of request to join you will never have to worry about compli- Contra Costa Health Plan. Persons not en. cated claim forms and reimbursement proce- rolled when they are first eligible may enroll dures. If you choose an option with copay- later during the group's annual `open enroll- ments, you will be billed for your portion of ment period'.Your employer will announce the out-of-plan services, Some providers such the open enrollment period dates and will as PCN pharmacies will collect copayments inform you when your coverage takes effea at point of services. Eligible dependents are: Renewal Provisions for Individual Health Coverage • Lawful spouse A subscriber renews coverage by making the • Unmarried dependent children through the required monthly prepayment by the due age of 24 years. For children aged 19 date. The due date is the last day of the through 24, a dependency statement may preceding month. The Medica! and Hospital be required to verify that the child is legally Contract may be amended at any time by dependent in accordance with IRS require. Contra Costa Health Plan upon at least 30 ments, (Dependents who are attending days' notice.The monthly charges are subject school outside of Contra Costa County will to such amendments. be covered for emergency and urgently needed care only;follow-up visits and The monthly charges may also be increased routine care are covered only at Plan to cover taxes or licensing fees imposed on facilities.) Contra Costa Health Plan by a government entity upon the effective date of such taxes Addition of Dependents (Groups) or fees. If you get married, have a child, adopt a child, or gain a stepchild, after you enroll in IV. ENROLLMENT/EFFECTIVE ! Contra Costa Health Plan, it is simple to DATE OF COVERAGE ( make additions or add the new family mem- Group Membership ber to your policy. All you have to do is Group membership is mailable to employee submit a corrected enrollment form through ' A your employer within 30 days of their be. V. LIMITATIONS, EXCLUSIONS AND coming dependents. Newborn children are REDUCTION IN BENEFITS covered under the polity from date of birth as long as they are added to your coverage Principal Limitation of Benefits within 30 days of birth. Dependents not • All health services are limited to Contra enrolled when the subscriber was enrolled or Costa Health Plan designated centers and when they were initially eligible may only be physicians except for emergency care added during the group's annual open enroll- and other authorized service. mens period. • Emergency are within the service area at Ineligible Persons non-plan facilities is limited to life- If you and/or a family member is disenrolled threatening conditions. for just cause,you and/or your dependents may not be eligible to convert to Individual • Inpatient and outpatient physical, speech Plan membership. Please call the Enrollment and occupational therapy services, and Unit at Contra Costa Health Plan for more other rehabilitation services are provided information. for conditions which are expected to result in significant improvement within a period Individual Membership of two (2) months, except at the discretion To apply for membership as an individual of the Plan Medical Director. rather than through a group, you must submit •�• a completed medical questionnaire for to the event there are circumstances -:-self and each eligible dependent you beyond Contra Costa Health Plan's control wish to enroll and (b) a non-refundable such as war, riot, epidemic, or disaster processing charge. affecting Health Plan personnel, the Plan will take appropriate action (to the extent The questionnaires) will be reviewed, and a possible) to refer members to other partici- health screening medical exam may be pating providers. requested. Applicants are responsible for the medical examination fee and duplication of Exclusions any medical records requested. You may be Contra Costa Health Plan does not cover: asked to obtain your medical records. • Care for conditions that state or local law Effective Date of Coverage (individuals) requires be treated in a public facility If you are interested in Individual Plan cover- (However, the Health Plan will reimburse age, you may apply if you meet the eligibility for the costs of any covered benefits requirements established by Contra Costa delivered at such public facilities.) Health Plan (see Page 5). Individuals are eligible for health benefits from the first of • Experimental medical, surgical, and other the month following their acceptance and procedures including drugs where the upon receipt of the first month's premium. safety and effectiveness of such have not been proven effective When you are accepted as a member you will have a 6 month premium guarantee.You • Alternative therapies including, but not will be enrolled for a minimum of 6 months limited to, acupuncture, biofeedback and but your premium will not be raised during hypnotherapy, unless specifically autho- rized by the Plan Medical Director that time. • All drugs and/or procedures to induce • Services not recognized as generally fertilization or conception, except artificial accepted by the medical profession stan- insemination dards as being safe and effective for use in the treatment of the Condition in question • Private room: unless ordered by a Contra Costa Health Plan physician due to medic • Reversal of voluntary sterilization Cal necessity * Medication prescribed for the purpose of • Cosmetic surgery and prescriptions for weight loss and dietary supplements cosmetic use unless deemed medically (except for services specifically listed as necessary by a Health Plan physician covered benefits in the member's contract) • Custodial or domiciliary care Reduction in Benefits If injury or illness is caused by any act or • Non-medical personal and comfort items omission of a third party, services and other benefits are furnished hereunder at prevailing • Radial keratotomy rates. However, the member is not required to pay any amount collected on account Of • injectable prescription drugs (other than the injury or illness. insulin) not administered in doctor's office unless deemed medically necessary by the Coordination of Benefits Plan Medical Director if you or your dependents are entitled to benefits under additional health insurance, • Conditions covered by Workers' Compen• Contra Costa Health Plan may choose to bill sation or other insurance services all or some of your health care charges to your other carrier.This is a customary pro- • Supplies (including medications) or devices cess known as"coordination of benefits". If not recognized by generally accepted this situation should arise,we will do every- medical standards as being safe and effec• thing possible to minimize your involvement Live for use in the treatment of the condi- and inconvenience. tion in question, or that are considered VI.TERMINATION OF MEh1BfRSHiP/ ` experimental or investigative CONTINUATION OF COVERAGE • Care in a facility which specializes in the Coverage will be discontinued for a member treatment of alcoholism, drug abuse, or and all enrolled dependents when the mem. drug addiction ber ceases to be eligible for coverage.This may occur when: • Procedures or treatments to change char- acteristics of the body to those of the • A member fraudulently or deceptively uses opposite sex Contra Costa Health Plan services or facilities or knowingly permits such fraud • Dental care except for oral surgery inti- or deception by another dental to fractures and tumors or Congenital defect (except those members • A member fails to pay a premium or with a dental plan) copayment (if required)owed by the member to Contra Costa Health Plan • Conventional or surgical orthodontics or Orthognathics • A member's group coverage terminates for any reason, the coverage of all members because of premiums owed by the group enrolled through the group will end on the to Contra Costa Health Plan date the group agreement terminates. Mem- bers have the right to convert to Individual • A member's group coverage terminates Plan membership Identical to level of the because of termination of employment for group coverage. reasons of gross misconduct • A member puts fraudulant information on Group Continuation the application form or medical question- An enrolled active employee and/or his/her naire enrolled family members may be entitled to a group continuation plan when coverage is Loss of Benefits lost under the employer's group plan. If he or Group benefits cease on the date group she qualifies,the benefits of the group con- coverage terminates.There is no coverage tinuation plan are identical to the group plan for continued hospitalization or treatment of andthecosts of coverage may not exceed any condition, including pregnancy, beyond 102% of the applicable group premium rate. the effective date of termination.Persons will An eligible employee (or his/her family be charged for any services received after members) is entitled to elect this coverage group coverage terminates subject to the provided an election is made within 60 days right of the member or his or her dependents of notification of eligibility and the required to convert to Individual Plan coverage. premium is paid. Your employer will help determine if you or your family members Individual benefits cease in the month the qualif.. ;or continuation of group coverage. member fails to make payment of the re- quired premium. There is no coverage for Conversion to Individual Plan Coverage continued hospitalization or treatment of any Persons who are no longer eligible for group ccoverage but who are entitled to convert to condition, including pregnancy,beyond the effective date of termination. Persons will be Individual Plan coverage may apply without a charged non-member rates for any services medical evaluation for the Individual Plan at received after delinquency of premium the same level as their group coverage, within 31 days of eligibility. Individual Plan payment and may be required to reapply for membership begins at the time group cover- membership as described in Section Iv, p.6. age ends and must be continuous. Dependents Only Right to Review In the event of a divorce, a spouse loses If you allege that your coverage was can- eligibility at the end of the month in which celed because of your health status or re. the divorce is final. Children lose eligibility as dependents at the end of the month in which quirements for health care service,you may the child becomes ineligible for continuing request a review of the cancellation by the coverage or ceases to meet an eligibility State Commissioner of Corporations and by the Federal Health Care Financing Adminis• requirement for dependency status.The for conver- sion tration. spouse and children may apply to coverage under an Individual Plan If you have questions regarding benefits, contract within 60 days of loss of eligibility. coverage, or membership, please call your Termination pt Group Agreement Member Services Department.The phone number is in the Plan Directory. If the group terminates its group agreement 0 EI UR RIGHT TO MAKE DECISIONS BOUT MEDICAL TREATMENT . This section ertplains your rights to you want to happen if you cant care also gives them legal protec- make health caro decisions and how i speak for yourseff.There are several ; tion when they follow your wishes. You can plan what should be done I kinds of'advaria direc#ves'that waren you ant speak for yourseff t you can use to say what you want What If 1 don't have anybody to and who you want to speak for make decisions for me? A federal law requires us to 1h*you YOU. You an use another kind of this information.We hope this } ` advance directive to write down information will help increase your One kind of advance directive your wishes about treatment This is control over your medical treatment under California law lets you name often called aIving will"because someone to make health care it takes effect while you are$611 %%%o decides about my treatment? : decisions when you can't This form alive but have become unable to Your doctor will give you infonna. ' is called a Durable Power Orf speak for yourself.The California tion acid advice about treatment Attorney For Health tare. Natural Death Act lets you sign a You have the right to choose.You living will called a Declaration. can say"Yes'to treatments you Who an fill out this forret Anyone 18 years or older and of want You an say'No*to any You can if you are 18 years or older sound mind can sign one. treatment you don't want-even if and of sound mind.You do not the treatment might keep you alive need a lawyer to fill it out Men you sign a Declaration it tells longer. your doctors that you don't want Who can 1 name to make medical any treatment that would only How do I know what i want? treatment decisions when I'm prolong your dying.All life-sustain- Your doctor must tell you about unable to do so? ing treatment would be stopped if your medical condition and about You an choose an adult relative or you were terminally ill and your %%-hat different treatments can do for friend you trust as your`agent"to death was expected soon,or if you you. Many treatments have"side speak for you when you're too sick were permanently unconscious. effect-C.Your doctor must offer you to make your own decisions. You would still receive treatment to information about serious problems keep you comfortable,however. that the medial treatment is likely, Now does this person know what 1 to cause you. would want? The doctors must follow your After you choose someone,talk to wishes about limiting treatment or Oiten, more than one treatment that person about what you want. turn your are over to another might help you-and people have You can also write down in the doctor who wilt.Your doctors are different ideas about which is best. Durable Power Of Attorney For also legally protected when they Your doctor can tell you which Health Care when you would or follow your wishes. ... tmerrt are available to you,but wouldn't want medial treatment your doctor can't choose for you. Talk to your doctor about what you Are there other trying wills t can The choice depends on what is : want and give your doctor a copy use? important to you. of the form.Give another copy to Instead of using the Declaration in the person named as your agent. the Natural Death Act,you can use What if I'm too sick to decide? And take a copy with you when any of the available living will forms. If you can't make treatment deci. you go into a hospital or other You can use a Durable Po%er Of sions your doctor will ask your treatment facility. Attorney For Health Care form closest available relative or friend to without naming an agent Or you he.1p decide what is best for you. Sometimes treatment decisions are can just write down your wishes on Most of the time,that works.But hard to make and it truly helps your a piece of paper.Your doctors and sometimes everyone doesn't agree family and your doctors if they family can use what you write in about++fiat to do.That's why it is know what you want.The Durable deciding about your treatment.But helpful if you say to ad►ance what Power Of Attorney For Health living wills that don't meet the requirements of the Natural Death wouldn't want particular Power of Attorney,a Living Will, Act don't give as much legal kinds of treatment. or a Natural Death Act Declara- protection for your doctors if a I s don Form,please give your disagreement arises about follow- • If you don't have someone physician a copy and take a ins your wishes. + you want to name to nuke copy when you check into a decisions when you can't,you hospital or other health facility so 'K%at N 1 change my mind? can sign a Natural Death that it can be put in your medical You can change or revoke any of Act Declaration.This Dada- ' record. these documents at any time as ration says that you do not long as you can communicate want lif"rolongingtreatment Please call your doctor or a your wishes. N you are terminally in or member services representative permanently unconscious, if you need more information on Do i have to fill out one of Advance Directives. these forms? How can I get more information No, you don't have to fill out about advance directives? The information is also available any of these forms if you Ask your doctor,nurse,or social in:Chinese, Korean,Japanese, don't want to. You can just worker to get more information Tagalog,Vietnamese,Cambo- talk with your doctors and ask for you.' dian, Hebrew, Russian,Arme- them to write down what pian, Persian,and Spanish. you've said in your medical important Information chart. And you can talk with For Health Plan MembersVllt. PUBLIC POLICY your family. But people will Advance Directives be more [leer about your treatment wishes if you write Contra Costa Health Plan shares Contra Costa Health Plan's them clown. And your wishes your interest in preventive care, Advisory Board meets on the are more likely to be followed and in maintaining good health, second Wednesday of the if you arils them down. However,eventually every month at 5:30 p.m. in the confer- famiiy must face the possibility of ence room at Merrithew Memo- Will 1 still be treated if I serious illness in which important rial Hospital.Anyone desiring to 0^n't fill out these forms? decisions must be made. We effect public policy will be ilutely. You will still get believe it is never too early to allowed to speak at The Advisory medical treatment. %1'e just think about decisions that may Board meetings. For more %.ant you to know that, if you be very important in the future, information about participating become too sick to make and io discuss these topics with in establishing public policy call decisions, someone else will family and friends. the Health Plan offices at (5 10) have to make them for you. 313-6000. Remember that: Contra Costa Health Plan com- plies with California laws on From time to time there are • A Durable Power Of Advance Directives.We do not openings on the Contra Costa Attorney For Health Care condition the provision of care Health Plan's Advisory Board. lets you name some- or discriminate against anyone Anyone interested in serving on one to make treatment based on whether or not you the Advisory Board can call the decisions for you.That have an Advance Directive.We Director of Planning at 510.313- person can make most have policies to ensure that your 6004. medical decisions-not just wishes about treatment will be those about life-sustaining followed. treatment-when you Copies of the forms mentioned can't speak for yourself. in this section are available when Besides naming an agent,you you are admitted to a hospital. if can also use the form to say you have completed a Durable when you would and Q Contra Costa Health Plan does not discriminate on the basis of sex, race,color, creed or national origin or ancestry. Bilingual staff are provided to assist members. If you have questions about our affirmative action policy, please contact a member services representative. X.„YOUR PREM Z DOLLARS'AT WORK In compliance with State legislation (AB2833)Contra Costa Health Plan must report to our Com- mercial Group membership the ratio of premium costs to health services for the preceding fiscal year (July 1, 1991—June 30, 1992). We are pleased to report that the Health Plan paid back to you, our commercial product line members 62% of the premium dollars collected in the form of medical services such as hospital care, doctor visits, and pharmacy costs.The remaining 38% of your premium was utilized to pav for such service benefits as the Advice Nurse Program, Member Services Representatives, various wellness activities, and other administrative costs. For our Commercial Groups with under 25 members and Individuals, 96% of the premiums collected were returned to our members in medical care costs. You can be assured that with Contra Costa Health Plan you are getting the best value for your premium dollars. BEST VALUE AROUND Compare The Difference Member Support Services and Administration Expenses As Percent Of Medical Costs for groups under 28 members and individuals 10� 96% 50% 0% Member support Meduatl smie+e tu>a Expenses AdmiWarntim Gets Contra Costa Health Plan puts more of your premium dollars into your health care. Brentwood Health Center PitUburg Health Caner 118 Oak Street SSO School Stmt THE PLAN DIRECTORY Hours: Hours: t a.m. to S P.M. Monday to I a.m. to S P.M. Friday. Other Swwices; Monday. Tuesday. Thursday, and Friday. Appointments. . . . . . . . . . 427.9755 2NIW : Wednesday 9 a.m. to 11.30 a.m. !member Services . . . . . . . 427.8165 Pediatrics: Preeaiptice Reftlh. . . . . . . 427.8024 Martinez . . . . . . . . . . . . . 370-5300 12.30 to 9.30 p.m. firmly practice. To Reach Your Dr. . . . . . . 427.8115 Pittsburg. . . . . . . . . . . . . 427-SOIS Appointments . . . . . . . . . . 634.1102R4,Asooad . . . . . . . . . . . . 374-3088 Member Services . . . . . . . 427-8165 f MIMW Hulk- 41 To Reach Your Dr. . . . . . 634-1102 tu•rwoc Antioch 427.8664 Comcord . . . . . . . . . . . . . 646-5480 es Pittsburg. . . :. . . . . . . . . 427.8110 D Ricbmood . . . . . . . . . . . . 374.3261 t Richmond Health Center Pleue sots 381h&Bissell 4The bourn of operation is this directory are subject to change. Call the Concord Health Center Hours: 8 a.m. to S p.m. Appointment Unit or your Health Center 3052 Willow Pass Road Monday to Friday for current information. Hours: Appointments . . . . . . . . . . 374-3755 0 Additional clinics said urgent care 8 a.m. to S p.m. Monday and Friday. Member Services . . . . . . . 374.3228 cervica ars available evenings and 8 a.m. to 9 P.M. Tuesday through Prescription Refills . . . . . 374-3375 wakends at various times and locations. Thursday. To Reach Your Dr. . . . . . . 374.3025 Call the Health Plan Advice Nurse or Closed: Boon to 1 p.m. aKM Movn the Appointment Unit of your Health ''• and 5 p.m. to 6 p.m. ��s Center for details of these extra hours. 4r 'a ♦Member Services and the Appointment Appointments . . . . . . . . . . 646.4455 ,. ... Units arc available from 7 a.m. to 7 p.m. Member Services . . . . . . . 313-6070 a•^.� To Reach Your Dr. . . . . . . 646-5502 a• " •The toll-free 800 numbers are available co%cota 't 6 CCHP AD:►IAISTRATION throughout the USA, including Hawaii, ' Mexico. Canada and the Virgin Islands. 1 . Advice Nurse. Authorizations, S Urgent Can Appointments, 24 Hours, ! 7 Days a Weds 1-800-621-0890Martine: p Martina Health Center From Central County . . . . . 313-6900 / 2500 Alhambra AvenuePiaaburb Seeoavo, Business Office . . . . . . . . 313.6010 O Richmond Concord Hours: 8 a.m. to 5 p.m. Monday to Friday. 5.30 to 9 p.m. Monday Ctims Unit . . . . . . . . . . . 313-6030 dt Tuesday. Fateeutive Director . . . . . . 313-6004 Appointments . . . . . . . . . . 646-6455 kND Member Services . . . . . . . 313-6070 Fax . . . . . . . . . . . . . . . . 3134002 Prescription Refills . . . . . . 370.5240 To Reach Your Dt. . . . . . . 370-5000 Information . . . . . . . . . . . 3134000 �• aras�ra Marketing B Sala . . . . . . 31340 To obtain further copies of this director) Member Services . . . 1.800-644.2247 and other Health Plan materials,ca11313. 6008. Parenting Line . . :. . 1.900-621-0880 0 so This Evidence of Coverage is only a summary of the Contra Costa Health Plan. You should consult your contract for exact terms and conditions.The contract is on rile and available for review. A copy will be furnished to you by Contra Costa Health Plan upon request. ; ; t t t 0 014� t JIL t 1 t 4 �1 1 V, 1 t i t T re liere . . � ,%ATel e CONTRA COSTA HE9LTH P Y •�t'; •i � f Cenn Caws Real*N►n marAsenen suR Dear Contra Costa Health Plan Member: We are happy to welcome you to Contra Costa Health Plan. Your health and your satisfaction with our service are our foremost concerns. You have chosen a health plan that offers you high quality medical care and the best value for your dollar. Once our members join Contra Costa Health Plan they stay with us . . . the best testimony there is. We are committed to seeing that you have the same positive experience as our other Contra Costa Health Plan members. To help you use your benefits and our services to the fullest, we have created this member handbook. Our intent is to answer in easily understood terms as many of your questions and concerns as possible, but if you are still puzzled about any pan of your health plan,just call your Member Sen-ices Representative. They are here to sere you. Thank you for joining Contra Costa Health Plan. We want to be your health care choice for long into the future. LIP, ` Milt Camhi Bobbi Baron Elissa Leidy Bill Burr, M.D. I ffasqerJudith Louro I Hamcnn Darlene Ktic{i K��,.� 1acqueline.valentine, R.N., B.S.M., P.H.N. f Table Of Contents Where To Get Health Care OurHealth Centers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .3 HospitalServices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 InpatientCue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 Emergency Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4 AmbulanceService . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S What If You Are Out Of The Area . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S How To Make Appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . S Urgently Needed Care . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . S How To Get Records . . . . . . . . . . . . . . . . . . . . . . . . ... . . . . . . . . . . . . 6 The Treatment Of Minors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 What About Dependents Who Are Away At College . . . . . . . . . . . . . . . . . . . 6 Health Care Coverage YourFamily Practitioner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Seeing A Specialist . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Special Cervices Advice Nurses Urgently Needed Appointments . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Emergency Visits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Community Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 ParentingLine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Member Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Wellness Activities And Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Child Health and Disability Prevention Services (CHDP) . . . . . . . . . . . 11 Women's Health Care . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Maternity Care (Healthy Start Program) . . . . . . . . . . . . . . . . . . . . . 12 Health Education Classes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Shapers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 HealthSense Newsletter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Owner's Manual For Your Body . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Medical Services To Kap You Well . . . . . . . . . . . . . . . . . . . . . . . 12 Special Coverage Pharmacy Health Center Pharmacies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Telephone Prescription Refill Service . . . . . . . . . . . . . . . . . . . . . . . 14 Prescription Service: Contracting Pharmacies . . . . . . . . . . . . . . . . . . 14 If You Have Prescription Coinsurance . . . . . . . . . . . . . . . . . . . . . . . 14 If You Have Dental Care Coverage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Are You Covered For Eyeglasses? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Hearing Aid Benefit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 ChiropracticCare . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Medical Equipment And Supplies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15 About Your Membership Contra Costa Health Plan Identification Card . . . . . . . . . . . . . . . . . . . . . . . 17 Clinic Card . . . . . . .... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Pharmaceutical Care Network Cud (PCN Card) . . . . . . . . . . . . . . . . . . . . . 17 Copayments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Coinsurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Eligibility For Health Plan Coverage . . . . . . . . . . . . . . . .. . . . . . . . . . . . . 18 Adding/Deleting Dependents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Loss of Eligibility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 Continuation of Group Coverage (COBRA) . . . . . . . . . . . . . . . . . . . . . . . . 18 Coordination Of Benefits With Other Insurance Companies . . . . . . . . . . . . . . 19 About BiIIing . . . . . . . . . . . 19 Major Exclusions And Limitations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21 Martina:FWAY Pnctin 2500 Alhambra Ayataos UArdoa=,Wifornia Our Health Centers Contra Costa Health Plan is a Health Maintenance Organization (HMO). That means that you come to our health centers and receive your health care from the doctors and nurses who are on our staff. 0 We have several convenient locations in �... Contra Costa County where you receive your medical care. Most of our members choose the health center nearest their home or work but you are welcome to make your appointments at any one of our locations. Pittsburg Health Ceota $50 Scbool Street The phone numbers for each of the health PirS'ca' tornia centers are listed in the front of this booklet in the Plan Directory. Call us if you would like us to send a map and directory of the health center you choose. �i ing � r Richmond Health Caotsr 36th and Binell Richmond,California otber Health Cooter:an located at 116 Oak Street.Brentwood and 3032 Willow Pats Road in Concord .3. _ . Hospital Services t 4. r .... .�yT i� AlurisMw MommW HoV41.2300 AIM06re,Manisa 91333 Inpatient Care and unexpected start of an illness or injury which If you or a family member need to be requires the immediate services of a qualified hospitalized you will go to Merrithew Memorial physician to prevent death or a significant Hospital in Martinez. We know that you will be disability. Some problems are emergencies satisfied with the care you receive from our because they may be potentially life threatening. competent caring stiff. In a recent survey, 94% Others are considered emergencies because if of all respondents said they were happy with the not treated promptly they might become service they received while at Merrithew more serious. Memorial Hospital. . Like other emergency rooms, Merrithew To make things even better, we have a Memorial Hospital treats patients with the most special wing reserved with semiprivate rooms, severe medical problems first. 7be Health Plan TVs, phones and other amenities just for our Advice Nurse will help you determine whether Health Plan members. You will even get a visit you need to go to the hospital emergency from one of our friendly staff and a special gift department. You can find the telephone number to make your stay a little brighter. for the Advice Nurse in the Plan Directory in the front of this booklet. In addition, you will find a handy self-sticking label to attach directly on Emergency Services your phone, listing the important numbers. In a We threatening emergency, call 911 immediately. Of course, if you have a life threatening emergency such as unusual or excessive Emergency care is available 24 hours a day bleeding,broken bones, severe pain, poisoning, .and is located new the lobby of Merrithew unconsciousness or choking, you would go to the Memorial Host-_:1. An emergency is the sudden nearest emergency rogm. As soon as possible .4_ you should all the medical authorization number appointments, it is important to plan ahead. printed in the Plan Dirtaory and on your Contra Please give yourself plenty of advance time Costa Health Plan Identification Card. when making routine health maintenance appointments such as for immunizations, Ambulance Service smears examinations, routine doctor visits,pap Ambulance service will be arranged far :mean:and the like, as there may be a waiting g you period for these non-urgent appointments. You if necessary when you all for emergency au- may be disappointed if you wait until the last thorization or, in a true emergency, you may all minute to make such an appointment, especially 911 and an ambulance will be dispatched to take at unusually busy times (e.g., flu season). Back you to a hospital. The ambulance crew will make to school, sports and camp physicals should the decision on which hospital to use. particularly be made well in advance since most Remember, ambulance services must be other people want them at the same time of year as you do. authorized or be medically necessary in order to be a covered benefit. Appointments for follow-up are that your doctor requests should be made before Khat If You Are Out Of leaving the health center. You may use the appointment telephones located in the health The Area? centers with direct lines to the appointment unit. If you are sick or injured and need medial To make an appointment at the Brentwood attention while you are out of Contra Costa Health Center, look in the Plan Directory for County, go to the nearest medical facility. The the phone number. Health Plan covers the cost of emergency and urgently needed services only. Call the 24 hour Appointment phones are open from 7 a.m. emergency medical number listed in the Plat to 7 p.m. Monday through Friday. The Directory before you receive care, or as soon as appointment phone numbers are listed in the possible afterward. If you don't receive prior Plan Directory. The best time to call for an authorization you may be responsible for the cost appointment is between 7 a.m. and 8 a.m. or of the care. after S p.m. when the lines are less busy. If for some reason you can't kap your appointment,please call as early as possible to • cancel your appointment so that another member •: may use the appointment time. it is necessary to Ball for an a pomtmeat before comic j in.For our bealtb centers to provide the most convenient care for all our wetabets,the staff must be able to scbedule and plan for escb patient's arrival.For this reason,members who drop in for Pon-etnersency care am seen afta .patients wa appoinatxnts and mom ur eat conditions. For your own convenience,sad to avoid orlons wait,please nail before you • visit your bealth anter. _= Urgently Needed Care When you get sick and need to sec the '""Im of O`°"ad''AVPOWL" N UM w'r doctor, you can obtain advice and authorizations How To Make by calling the 24-hour toll-free number listed in the Plan Directory, on the emergency number Appointments sticker, and on your Identification Card. You can make urgent are appointments by calling In your Plait Directory you can find the the same number during regular business hours. phone number for appointments. When making How To Get Your Records So that you will have continuity of art, it is important to have the records pa *ft to your prior health care transferred to the Contra Costa Health Plan health anter what you will be getting your medical treatment.When you arrive for your first appointment,or even before, visit the Medical Records Departmmt at your health anter so they an assist you in completing a form for transferring your medial records from your previous doctors. a � , •;.;�, .ate What About Dependents •,�,. Who Are Away At College ' The Health Plan does not cover the cost of non-emergency health services outside of our normal service area. If you have a child away at college, you will find that most college campuses have student health centers for treating minor ailments. Usually these services are performed at little or no cost to the student. For true The Treatment Of Minors emergencies, all Contra Com Health Plan members including college students am covered When a child under the age of 18 years wherever they are. However, any follow-up or needs medical treatment, it is imperative that a ongoing are for a chronic condition would have parent or legal guardian accompany the child. It to be treated at our fi Ities. is illegal for any medial are b be given to a minor without the proper adult giving consent. If you foresee a time when you may not be able to accompany your child to a health center, it would be wise for you to complete an authoriza- tion form available at the registration desk at all of our health centers. Having an authorization form on file will give your permission for a neighbor or family member to authorize health care for your chili in your.abompe. } T CXVLE L A COVIEILXGVj r •+�:L i 4 As a member of Contra Costa Health Plan Health Plan health center most convenient for you will have all the health care you need. We you it's easy to choose your doctor. cover you when you're sick and we encourage preventive care to keep you well. Since choosing a Primary Care Provider is such an important decision, our Member Serv- Some of the services covered are: ices Representatives are available to discuss your needs and assist you in selecting the best pro- Hospital and emergency services vider for you. Since most of our doctors are Physician care including: Office and Family Practice Specialists, it is usually best if hospital visits, surgery, vision exams and all members of your family choose the same hewing tests, well baby care, doctor. We have both men and women doctors, immunizations, inoculations, allergy some of whom speak a language in addition to treatment, sick leave and disability English. Look in the Plan Directory at the front verification of this booklet for your Member Services phone •Maternity care number. It is important for you to be comfort- •Skilled Nursing facilities (limited) able and develop a long term relationship with Premarital testing your family doctor. If for any reason you should Home health care upon referral prefer to change to another Plan doctor, we will Non-experimental organ transplants be glad to assist you. Podiatry care Diagnosis and treatment of alcohol and drug You will visit your Primary Care Provider abuse (limited) at one of our health centers. To call your doctor Physical examinations look in the Plan Directory in the front pocket of Blood transfusions (limited) this booklet. Each Health Plan option has a slightly different benefit coverage. If you are unsure Seeing A Specialist about the coverage you have, refer to your Evi- If it becomes necessary for you to see a dente of Coverage, your Contra Costa Health specialist, yaw pricey Care provider will Plan contract or call Member Services. recommend one for you. Most specialty clinics are held at the local health centers on certain days and sometimes you may be asked to see a Your Family Practitioner specialist at Merrithew Memorial Hospital. Contra Costa Health Plan has a Family Occasionally you may be referred to a specialist Practice philosophy. Ibis means you have the that is not on the staff of Contra Costa Health benefit of choosing a family doctor from our Plan. Your Family Doctor will make those large list of specialists in family medicine. These arrangements for you. However, if you set a highly qualified Primary Care Physicians get to specialist without an authorization from one of know you and your medical history. They guide our doctors or nurses you will be responsible for you through the tests and checkups you need to the cost. keep you healthy, and they take care of you and your family through colds, flu, childhood dis- 'There is no additional cost when you must eases or minor injuries that happen to all of us. sec a specialist that is authorized by your doctor. In addition to our family physicians and under their direct supervision, family nurse practitioners also give routine care. These highly trained and skilled professionals extend the reach of the doctors and ensure that you get all the personal :-tention you need. Once you have selected the Contra Costa -a- i i , SFSPEC�IXL 'RVICES r 1 E i 1} 1 f • _ t 1 1 s Advice Nurses i V-' � •" '� The Advice Nurse Service for Contra Costa Health Flan members is your friendly connection to us . . .someone with the medical information .•t �j you need that you can reach with just a phone call. The Advice Nurse can help you get medical are without delay, or help you treat the ailment at home. You will find the Advice Nurse phone number in the Plan Direaory. AIR-_ 4 Jorq.rbblrnrmi.Arlen Nrai D:r«ro, The Advice Nurse can help with such matters as: Urgently Needed Appointments The Advice Nurse can make a same day appointment for you if you are faced with an urgent need for medical attention. To ensure an available appointment, it is best to call as early in the morning as possible. Emergency Visits A call to the Advice Nurse can help you a ,•.+ determine whether you need to go to the hospital emergency department, what to do before you go and what to tell the emergency staff once you arrive at the emergency room. Community Resources Our Advice Nurse staff are specially trained to be able to recommend health-related organiza-tions in the County to give you specialized help if you need it. e .• 3 Your Advice Nurse is k just a hone call r away. They are ready to Wto you . . .to give • helpful accurate and timely information whenever you need it. This is a 24 hour a day 0 service. Look for the phone number in the Plan Directory. . to- - Parenting Line ,Selection of a Health center When you join Contra Costa Health Plan Selection of a Primary Care Doctor you can take advantage of our Parenting Line Explanation of your coverage which is staffed by knowledgeable health care Requests for new or replacement professionals. The focus of the Parenting Line is identification or pharmacy cards education . . .for parents and children. When Investigation and resolution of complaints you call the Parenting Line you can get and grievances(a response to your concerns information on childhood and adolescent will be made within 30 days) development, health and behavior including: Information about all Health Plan services i When to know when your baby's eying Health Center tours and orientation means something serious You can reach your Member Services Nutritional, sleep time and potty training Representative by calling the phone number tips for parents of young children in the Plan Directory or by using the White i What immunizations are necessary to Courtesy Telephone in any of the five protect your child's health health centers. What to do for common childhood illnesses How to best deal with behavioral problems such as the "terrible twos" or teenage conflict. Wellness Activities And The Parenting Line is open from 10 a.m. to Programs S p.m. on Monday through Friday and from 9 By choosing to join Contra Costa Health a.m. to 1 p.m. on Saturday. The Plan Directory Pte, you have selected to receive your has the phone number for the Parenting Line. pre through a feder- ally qualified state �[ "•' licensed Health Maintenance • t$ Organization - i (HMO). Contra Costa Health Plan s ' takes the concept + of health :r• _. maintenance very "r ; seriously. We provide our members with many options Out NSIOU M"*W spa set[ aimed at keeping them healthy and fit through Member Services Prevention, early detection, and health and fitness promotion. We are especially interested in keeping our members informed, happy with their Some of the programs available to assist membership and satisfied with their treatment. you in maintaining your good health are: When questions or concerns arise, your Member Services Representative is your very own Child Health and Disability Prevention personal expert. Services (CHDP) CHDP is available to all members under 21 Your Member Services Representative can years of age. This program includes physical assist yoC in the following ways:. examinations and immunizations to encourage -11 . young members to establish a pattern of wellness management, smoking cessation, weight care, to detect health problems early and to treat reduction and more. them before they become serious. Shapers Women's Health Care Nutrition and diet classes for children and Contra Costa Health Plan has complete teens are held for our members who need help in services for women of all ages including pap these areas. smears, mammograms, birth control services and instruction, sterilization, maternity care, prenatal HealthSaae Newsletter vitamins, Healthy Stan Program, prenatal and Each quarter you will receive an informa- postnatal programs as well as regular checkups tive newsletter from Contra Costa Health Plan. and physicals. We hope you will tike the time to read the articles on health and wellness, nutrition, fitness, N prevention and self care. as 'Alb. Itr t Each edition also has important messages from the Health Plan to keep you informed of moo what changes have been made, what is coming up in the future, how to use our health care system and much more. s E Also included in most issues are articles that introduce the Health Plan staff so when you call _ or come in, you will be able to put a face to the •� voice on the phone or the signature on the letter. Owner's Manual For Your Body ,�- '� ,: , „_:• This special prevention program helps our members form a partnership with ;:Mir-doctors to keep them healthy and fit. It includes a booklet customized for your age and gender which lists l►taternit� Care (Health. Start Program) the tests and health practices for you, and a g handy wallet card which helps you keep track of The Healthy Start Program is a your progress. You can get an Owner's Manual comprehensive prenatal/postnatal program by asking your doctor or from the Health Plan covering health education, dieticians, doctor receptionist in our offices at 595 Center Avenue, visits, public health nursing, medical social Suite 100, Martinez. workers, financial counseling, vitamins, and practically everything for the mother and child. For more information about Healthy Start,CFIDP, When you arrive for your first prenatal appoint- Shapen,Halth Education Clam or owner':Manual, ment you will be enrolled in this program to co- gait your Ma+ber Swvias Repmentadv& ordinate your prenatal care. Health Education Classes Medical Services To Keep You Well Health education classes are available for Among the medical services we provide in individuals or for small groups of members at our commitment to your wellness care are: Conte Costa Health Plan's health centers. These annual physical examinations from your primary classes provide information, consultation and care provider; back to school, sports and camp education on illness, injury prevention, health physicals for children and tans; regular maintenance and disease management. immunizations;-diagnostic tests as needed; vaccinations and some immunizations for out of There are classgs in nutrition, family country travel; hearing exams; and eye exams 'planning, stress management, diabetes including tests for glaucoma. -12- SPECIAL COVERAGE Pharmacy Contra Costa Health Plan has several plans • To read your prescription label: available each with slightly varying benefit packages and eligibility requirements. Your plan may or may not have all the benefits listed in this '0- ., section. If you have questions about which a"on benefits "o- benefits are featured in your plan option, please '"�'�'a" • �'°'°" °i"' •� ^"�"0''` consult your Evidence of Coverage Brochure, Date er.+:•� w�To.� your Health Plan Contract, or call your Member Services Representative phone number listed ina','aL,w•+.� `':f the Plan Directory. a"," •»•,�•••' :�In :::NAW 11�hu�ll�n,�nmp Prescription Service: Contracting Pharmacies _z2 Contra Costa Health Plan also has agreements with local pharmacies for prescriptions that cannot be obtained from the Health Center pharmacies and for members who see their family doctor at the Concord or Brentwood Health Centers. Members with Pharmacy coverage will receive a Pharmaceutical Care Network (PCN) card which can be used to obtain authorised prescriptions from our contracted prarmacies. For your convenience there is a toll-free number for local participating pharmacies on the back of your PCN card. Health Center Pharmacies Contra Costa Health Plan has easy to locate If You Have Prescription Coinsurance pharmacies in the Richmond, Pittsburg and Some Contra Costa Health Plan options Martinez Health Centers. Prescriptions can be require you to pay a percentage of your filled at those locations. prescription costs. If you have your prescription filled at a Health Center pharmacy, Contra Costa Telephone Prescription Refill Service Health Plan will bill you separately for the If there are refills remaining on the pre- portion not covered by your benefit package. scription label and the prescription date is leas than 6 months old, you may phone in refill If you have your prescription filled at a requests for prescriptions that have been filled at PCN participating pharmacy, you will be a pharmacy located in a Health Plan Center. required to pay your coinsurance when you pick up your prescription. • Have your prescription container near you when you call. If you are outside the PCN network area or • Be prepared to give your name, drug name, Plan pharmacy am, the Plan may reimburse you number of refills remaining, prescription for the Cost of your prescription. You will need number and your telephone number. to send a Copy of the prescription and your • Pick up your refills after 1 p.m. the receipt to the Health Plan Claims Unit. The Plan following work day. Allow 2 working will not cover the cost of prescriptions filled at days if you call on a weekend or holiday. non-contracting pharmacies within the PCN network area or Health Center Pharmacy areas. - 14- Plan's optical Provider List. You will be given a copy of the Optical Provider List by the Contra Costa Health Plan eye doctor who gives you your vision exam,or your Member Services Representative can send you one. You an make a vision exam appointment by calling the Appointment phone number listed in the Plan Direcwry. Hearing Aid Benefit •k For members whose plan contains a hearing ' � `' i :•� aid benefit the Contra Costa Health Plan has audiology clinics at the three major Health Centers. You will need to be referred by your Primary Care Physician to the audiology clinic If You Have Dental Care for a hearing test. A hearing aid ordered through Coverage our audiology clinic is a covered benefit but is not a covered benefit if you purchase it outside If your benefit package includes dental care, the Health Plan. you will visit your dentist at one of our major health centers . . . Martinez, Richmond, or Chiropractic Care Pittsburg. The dental appointment phone number If your benefit package includes is listed in the Plan Directory in the front pocket of this booklet. Chiropractic care you can receive up to 2 visit a month for manipulation of your spine but For tre,pwasional urgent dental problem generally you must be referred by your Primary such as a toothache, a broken or loose tooth Care Provider and have the approval of the or injury to the mouth and teeth, there are Contra Costa Health Plan Medical Director. emergency dental appointments available Medical Equipment and Monday through Friday at each Dental Health Center. Because these appointments fill up Supplies fast, it is advisable to call at 8 o'clock in the morning to be sure of receiving an appropriate Upon the authorisation of your health care appointment time. provider, the following medical supplies and equipment may be covered. Contact the Authorization Unit listed in the Plan Director) Are You Covered For if you are unsure of your coverage. Eyeglasses? i Durable Medical Equipment (DME) such Health Plan members under most plan as wheelchairs, crutches, and other options are covered for eye exams (refraction). non-medical supply items The optometry clinics where you can obtain your -e prosthetic devices like braces and artificial eye exam are located at the major Health Centers: Pittsburg, Martinez and Richmond. If limbs you have your vision examination in our system Bandages, diabetic supplies, and other your cost is covered in full. If you go to a disposable supplies, as medically necessary private optometrist without a referral you will be responsible for the cost of the exam. Preacriptiom,Dental care,Ereslasm,Hearing Aids. Chiropractic Care, Durable Medical Equipment and If your benefit plan includes an eyeglass Supplies art all covered Medi-Cal benefit•with no cgmy- menu- See your Evidence of Coverage brocburc for lbs benefit, take your prescription for eyeglasses to level of coverage. one of the opticians on Contra Costa Health •ts= ABOUT YpUR �� MEMBERggIP Card for use at Contra Costa Health Plan facili- ties. This is the card you use whenever you use Contra Costa Health Plan medical services. The card can be reissued by the receptionist at any a Plan facility if it is lost, misplaced or needs to be i corrected or updated. The most important information on the Clinic Card is your Medical Record Number. Please have your Medical Record Number ready when you call for an appointment or call an Advice Nurse. You will also find a sample Clinic Card in the back of this booklet, and • directions on where on it to find your Medical Record Numba. Pharmaceutical Care Contra Costa Health Plan members Network Card (PCN Card) represent a wide variety of commmity residents. If your membership includes a pharmacy In order to serve the needs of such a varied benefit, you will also be issued a PCN card. membership, and to conform with Government You will use your PCN card when you fill regulations, we offer several benefit packages, authorized prescriptions at pharmacies outside of each with different eligibility requirements. the Contra Costa Health Plan facilities. On the Your plan option may have all of the features back of the card is a toll-free number to call to mentioned, or only some of them.If you are find the participating pharmacy nearest you. unsure of yowAbenefits, please rek to your Evidence of Coverage booklet, your Health Plan Copayments contract, or call Member Services. A copayment is a fee that is paid, if your coverage requires it, on such medical services as doctor visits, mental health appointments, Contra Costa Health Plan hospital and emergency room services. If you Identification Card visit one of Contra Costa Health Plan's medical facilities you will be billed separately for the Shortly after the first of the month in which amount of your copayments. If you ever need to your membership begins, you will receive a have care outside our system or use out-of- Please Health Plan Identification Card. county emergency medical services, you will be Please carry it with you at all times because you responsible for the copayment at the time you will need it for your first visit to one of our receive medical care. health centers or the hospital. Yoe will also show it if you ever need emergency, urgent, or Coinsurance care at a medical facility that is not part of Contra Costa Health Plan. You should carry If your benefit package includes a your Identification Card with you at all times coinsurance payment on pharmacy, you pay a because it contains vital information and percentage of the cost of your prescriptions. telephone numbers. But you can be seen at our When you have your prescriptions filled at Plan facilities without it. In the back of this Martinez, Richmond, or Pittsburg Health brochure is a sample card and directions on how Centers you will be billed for the amount of the to read the information on it. coinsurance. If you take your prescription to ere of our contracted pharmacies, you will pay the Clinic Card coinsurance when you pick up your medications You will be given a plastic embossed Clinic . -'17- Marketing Representative within 30 days when Eligibility For Health Plan any of the following circumstances occur. Coverage Contra Costa Health Plan is open only to 1. The birth of a child 3• The adoption of a child residents of Contra Costa County. Applicants to 3. A marriage our Commercial individual, family and children only pians must pass a medical screening before 4. A marriage that adds stepchildren they can become members. If you have any S. A divorce questions about qualifying for Health Plan coverage, or if you want to make sun that you You will find the number in the Plan Directory are still eligible, your Marketing Representatives in the front of this bookies. will answer your questions. If you know someone who would like to Loss Of Eligibility join Contra Costa Health Plan, call the If you wish to continue your Contra Costa Marketing Department listed in the Plan Health Plan membership when you leave your Directory at the front of this booklet. present employment or when you are no longer eligible through a state or federally sponsored program, please contact the Contra Costa +ej;• •: Health Plan Marketing Department to ensure continuous membership. If you lose your eligibility you can request continuation of health benefits through a program where you pay the premium directly. ,I� + For more information about your conversion righu, please contact the Marketing Department. The phone number to reach Mark&j;jDgjs listed in the Plan Directory at the front of this booklet. Continuation of Group Coverage (COBRA) _ Under certain circumstances, you and :� .. eligible family members may be entitlesd to continue coverage in Contra Costa Health Plan for a specified length of time if you have been a Adding/Deleting member of an employee group and lose coverage. Contact your employer or former Dependents employer for details. Each Health Plan option has separate rules for adding dependents into the Health Plan. Coverage for new family members is not automatic. It is important to understand the open �-- periods in which you will be allowed to add a dependent to your coverage. Newborns are generally covered for the stay in the hospital associated with their delivery. There is usually a limited amount of time to add dependents onto your Plan. Please call your Coordination Of Benefits Major Exclusions and IN"ith Other Insurance Limitations Companies Some services are not covered by Contra ) Costa Health Plan because they are excluded by If you or your dependents are entitled to government regulations. They may be covered benefits under additional health insurance, under some other specially funded program Contra Costa Health Plan may choose to bill however. Check your Contract. Evidence of all or some of your health care charges to Coverage or call Member Services for a full your other carrier. This is a customary pro- description of exclusions and limitations that cess known as "coordination of benefits." If apply to your coverage. this situation should arise, we will do every- thing possible to minimize your involvement Among the services that Contra Costa and inconvenience. Health Plan does not cover are: About Billing Care for conditions that state or local law Health Plan members who are requires be treated in a public facility responsible for paying premiums will get a Experimental medical, surgical and other premium statement on or about the 10th of procedures including drugs where the the month for the next month's coverage. safety and effectiveness of such have not Remember that Contra Costa Health Plan is a been proven PRE-PAID health pian and premiums must Custodial or domiciliary care be paid before the first of the month. v Conditions covered by Workers' Compensation or other insurance If you receive a bill for services that you v Cosmetic surgery and prescriptions for feet should be covered by the Health Plan, cosmetic purposes unless they are considered or if you have made a payment to an out-of- medically necessary Plan provider and feel that the Health Plan Most over-the-counter medications should reimburse you, call the Contra Costa 1 Health Plan Claims Unit. The phone number is found in the front of this booklet in the Plan Director)'. If you have coverage that requires copayments, you will be billed for your Meet Our portion of the cost of the services or prescriptions you obtain at one of the Health hev► Medica( Plan's facilities. If you use one of our Director authorized pharmacies or are referred to a SOME of our physician outside our system by your Primary merribm ha%r had the Care Provider, you will be responsible for pleasure of jrt4k true -,r ,r rte►► Medicall Dve;tv!.$,ll paying the copayment at the point of service. f Burr..!o Dr.out?Comes Remember, if you use a pharmacy that is not w us after spend,nj; 1: in our network or go to a doctor that is not years as Medica!D,rc;tur authorized, you may be responsible for the of(iruup Health%*unh- entire bill. Ncst.anon•profitsurf model 11%10 Dr Burr has p►acn xJ pnnun care.intema: a.::�.•• ►r r, rned:;mc.and t'anuf% Failure to pay eopa%menta and.'or coinsurance mai nfd« pr,;::;r cur 0%%:f=u•er• Jeopardize your Hr,".h Plan a+emberslup. Nc,a rsp.:,au� ,mcresud to rrrmo:m;j+rctcn;i%c • h1d1:h care t9 Dr Hu"ulllK';O- authou,n�the%led,;a' Index Access to health ars 3. 10 Emergency services 4. 10 Orientation 11 AddingtDeteting depeadeats 18 Equipment 15 Other insurance 19 Adoption of child 18 Exclusions 19 Out of Contra Costa Advice Nurse S, 10, 17 Experimental procedures 19 Health Plan area S.6. 8 Ambulance service S Eye exam 15 Out of play are S,6. 8 Appointments S Eyeglasses 15 Owner's Manual For Audiology 15 Family Nurse Practitioners 8 Your Body 12 Authorization S Family planning 12 Pap smear 12 Authorization for minors 6 Family practice 8 Parenting line 11 Back to school exams 11 Family practice specialists 8 PCN 14. 17 Billing S. 17. 19 Female health 12 Pharmaceutical Care Birth 12, 18 Fitness 11, 12 Network(PCN) 14, 17 Birth control 12 Follow-up care appointments S Pharmacy 14, 17 Braces 15 Glass" is Pharmacy refill 14 Cancelling appoiatmeats S Grievances 11 Physicals 12. 18 Child Health di Disability Group coverage 18 Pittsburg Health Center 3 Preventive Services Health Center pharmacies 14 Planning ahead for (CHDP) 11 Health Centers 3, 11 appointments 5 Children away at eoth%e 6 Health coverage 11 Postnatal 12 Children under age 18; 6, 11. Health education 11. 12 Prenstal 12 12. 15 Health maintenance 11 Prescriptions 14, 17 Chiropractic care 15 Health Plan ID card S, 11. 17 Prescription billing 14, 17 Choosing a doctor S. 11 HealthSense newsletter 12 Prescription refill 14 Claims 19 Healthy Stat 12 Prevention 11, 12 CliniecarAJ7. Hearing 15 Primary can physicians 8 COBRA 18 Hearing aid 15 Primary are providers 8 Coinsurance 14. 17. 19 Hearing exam 15 Prosthetic devices 15 Community resources 10 Hospital service 4 Reimbursement 14, 17 Complaints I I How to make appointments S Re-marriage 18 Contact lenses 15 ID Cad S, ll, 17 Richmond Health Center 3 Coordination of benefits 19 Inpatient care 4 Routine health care, exams 8 Copayments 11. 19 Limitations 19 School physicals 11 Cosmetic surgery 19 Loss of eligibility 18 Selection of a health center I l Courtesy phones (white) 11 Mammograms 12 Shapers 12 Crutches IS Marketing Department 18 Skilled Nursing Facility 8 Custodial can 19 Marriage 18 Smoking cessation 12 Definition of emergency 4 Martinez Family Practice 3 Special referrals 8 Deleting dependents 18 Maternity 12 Sports physicals 12 Dental appointments 15 Medical equipment 15 Step children 18 Dental coverage 1S Medical Record Number 17 Sterilization 12 Dentist 15 Medical records 6, 17 Tours 11 Dependents 11, 18 Medical screening 18 Traveling out of area S Discontinuing coverage 18 Medical supplies 15 Treatment of minors 6. 11 Disenrollment 18 Member Services 11 Urgent Care S. 10 Divorce 18 Membership issues 17, 18, 19 Vision 1S DME IS Merrithew.Dr. Edwin 7 Weight reduction 12 Doctors 8 Merrithew Memorial Hosp.4 Well baby are 11. 12 Domiciliary are 19 Minors 6, 11. 12. 18 Wellness program 11, 12 Durable medical equipment 13 Newsletter 12 Wheelchairs 15 Education 11, 12 Nonemergency are 3. 11 White Courtesy Telephones 11 Eligibility 18 Nutrition 11, 12 Women's health can 12 Emergency medical advice 4. Obstetrical care 12 Workers'compensation 19 10 Optical 13 Emergency room 4 Optometry 15 When ill my!'CN card QU�Sfi6w w arrive? Your PCN card will be mailed to you during the first month dyour enrollment. t 1, What do I do KI need service at a PCN A. nsNV pharmacy and do not have my card' eYou may CU your prescriptions at any PCN • Pharmacy without a PCN card,although it is AbouU our much easier and faster for you and the J pharmacist if you have your card with you. PCWhen Wur hen you present yoauthorized presaip. 1; , tion,your pharreuicrst must have your PCN Pharmacy identification number to fill the prescription. r ;l Your pharmacist an find that number in Coverage =eves ways: r+►. ■ It is an your PCN identification cud IS It is an your Health Plan identification card N You can call a PCN representative at 1-800.777-0Q74 or a Health Plan Mexrmber Khat is PCN" Service Representative at 313.6070 PCN (Pharmaceutical Care Network) is a during regular business hours Monday network of independent and chain pharma- through Friday from 8 a.m.to S p.m. cies you can use if you are authorized to go except holidays. ) outside the Health Centers which have on. site pharmacies (Martinez. Pittsburg, and If you do not have either your PCN or Richmond).Although most pharmacies in Health Plan identification card,you should California are pan of the PCN network,you fill your prescriptions at a PCN Ournmacy can locate the participating pharmacy most only during regular business hours Monday convenient to you by calling PCN's toll-free through Friday. number 1-800-777.0074. If your cards are lost.all PCN at 1-800- Do ail Health Plan members get PCN 777-0074 for a new PCN card and all Identification cards' Member Services at 313-6070 for a new No,only members with pharmaceutical Health Plan identification card. coverage will receive PCN cards. Private pay and commercial group members will Do I need my PCN card to rill a receive a single family cud that can be used Prescription at my Health Center by all eligible family members.All other pharmacy' CCHP group members with pharmacy No. If you fill your prescription at one of the coverage will receive individual PCN cards. Health Center pharmacies you will not need to use your PCN card. Can I ret a replacement card or an extra card? When will I nerd to use a PCN Yes, you car-get replacement of extra cards pharmacy' by calling PCN at 1.800-777-0074 Monday You will be directed to use a participating . through Friday 8 a.m.to S p.m. except pharmacy when tlmc CCHP pharmacy at the holidays. Pittsburg Health Center.Richmond Health Center or Merrithew Memorial Hospital does not carry the medications that you need. Members using the Brentwood and Concord Health Centers where there are no tan-site pharmacy services can use a PCN Contra Costa Rea1ri fba idestirkatiera Cara pharmacy if the Martinez or Pittsburg Health corner : ` Center Pharmacy is not convenient. You rEAUXA,,W n►ay d w use a PCN pharmacy when you are � --------- Y1J1 ati IMO. out of the area and have a prescription to be VAML $*tor vos ' filled Dol-104W f trcx w.soo tom. 6 '"'ho do I notify if I change my name, Caper.do•no.tt ora *0% address or telephone number' •�+�«••*�•••+••�� Anytime you have a change of status.please t t km�,,s N.mc a ,,,�to No. call your Health Plan Member Services Re esentative who will make thea r 2• 1fe d&"h: x �C"VV No. Pr PF s. Caprom gads s, Fhvrr wwicat ate adjustments for your account. Grow No.ad to IftWhat medicines will I have to a for.' FO#we •e:•eteai Can Kate et Generally.the Health Platt covers medicines that legally require a prescription to dis. COWMA�*A pease.With a few exceptions,most Over- a„ "� the-counter (OTC)medications, even when 806619 NAM 3 written on a prescription form,are not j a I$.a 4 covered. Be sure to ask your pharmacist if 1 Opp o0„�► e you have any questions about which medi- 2 cines wilJ be covered by your Health Plan S membership. t. Membefs Name 2. "Sub COOW No. 2. P CN group No. t. t'.opr codes 1'1'hen will 1 have to Pay' S. SubmiWA No. Your PCN pharmacist will require that.your Contra Coma Health Plan Clinic Card pay for all non-covered medicines and for I any copayment at the time you pick up your DOs )OWN F a ass ssa5.5sis ontoprescriptions. At the Heath Center pharma- cies,you will be billed for any copayments 3 OOOOo0000 lanoo0ov4 S due or any non-covered mediations your 'i Ingote'R''W SAM A receive. I. Your taw Name 4. borne Phone • 2. Yaur Fmp Name S. MW at Recad No. J S- one or&nh & %i avy Ma►hh Ce"er Call A nedmil y"Wed Nukk s,1.. wAm orlmumm PCN at 1-R(10-7774W4 A dwom of a.$Us%servim oepimem mith any prvblents r Monday to Friday Samtosp-m (excluding hdidaycl . Scheduling Your First Appolintment As soon as possible after joining, you should make an appointment for a check-up. This will allow you to get to know your doctor and your doctor will get to know your history. Please call the appointment number in the Plan Directory to schedule a convenient time for your check-up. Brentwood Realth Ceuta Richmond Realth Gator 'i 1 Oak Saw 3"&Bissell ]PLAN DIRECTORY vatwood.CA 94313 Richmond,CA 9490 Hours: i A.M. b 5 p.m. Houtz: t a.m. In 5 p.m. Idonday.Tuesday.Tbutsday, A Friday. Monday to Friday Ved. t a.m. to 11:30 a.m.Peds. Only Thursday Evenings:5:30 p.m.10 9 p.m. Please note: and 12:30 to 1:30 p.m. family pracdce. 4Tlse bourn of operation m this Appointments. . . . . ... . . 374.3755 dumtory ars subject to ebaage. Call the Appointments. .. . . . . . . . 634.1102 Member Servioae . . . .. .. $74.3228 Appointment Unit or your Healib Doter Member Servion . . . . . . . 427.8165 Pnecription Refills . . . . . 374.3373 br euanat informasiaa. To Reach Your Dr. . . . . . . 634.1102 To Reach Your Doctor. . . . 374.3023 4 Call the Health Plan Adria Nww for Concord Bealth Canter CC.HP AD11M'LTRATION Urgent can and Saturday appointments. 3052 Willow Pan Road 4 Member Savioas and the Appointment Concord. CA 94519 Advice Norse, Autlorindoas, Units we available from 7 a.m.m 7 p.m. Urgent Care and Saturday Hours: Appointments 4 The coli-free 800 numbers an ovaLlable 1 a.m. to S p.m. Monday and Friday. throughout the USA (including Hawaii) S a.m. to 9 p.m. Tuesday-Thursday. 24 Hours 7 Days/Week 1-800.621-0810 Mexico.Cahuda, and the Virgin Islands. A From Central County . . . 313.6100 Closed: Now to I p.m. and 0Plem tamember to an the new 5 P.M. to 6 P.M. Business Offica . . . . . . . . 313.6010 Members' Only Advice Nurse and Appointment telepbone numbers. Appointments . . . . . . . . . . 646-4455 Claims Unit . . . . . . . . . . . 313.6030 Member Services . . . . . . . 313-0070 *If you ever experience any problems To Reacb Your Doctor. . . . 646-5502 Executive Director . . . . . . 313-0004 with any of the telepboae numbers listed in this Directory a soy other Plan Information . . . . . . . . . . . 313-M materials, please call the Receptionist at 313-M for assistance. Martinet Health Center Marketing do Sales . . . . . . 313.6060 2500 Alhambra Avenue 4 To obtain Anther copies of this Martinez, CA 94533 Member Services . . . 1-8004".2247 story and other Hath pyc k From Central County . , . 313.6070 materials, call 3134001. Scours: 1 a.m. to S P.M. and S P.M. to 9 p.m. Monday to Friday Parenting Line . . . . . I-100-021-0880 Saturdays. 11:30 a.m. to 8 p.m. If you need belp reaching your Doctor October 1994 call 1-800.621-0880. Appointments . . . . . . . . . . 646-4455 Member Services . . . . . . . 3134070 Other Services: Prescription Refills . . . . . . 370.3240 To Reach Your Doctor. . . . 370.5000 DSIII M�r<u►a Martinez . . . . . . . . . . . 370-5300 0 A�� Pittsburg . . . . . . .. . . . . . . . 427-8011 O Richmond Concord"�eun arearwood IRtubur:Health Center Richmond . . . . . . . . . . . . 374-3081 550 Scbool Street Pituburg.CA 94565 dental Health- ,r✓" Hours: 8 a.m. to S p.m. Mooday Friday Antioch . . . . . . . . . . . . . 427.8664 Caward . . . . . . . . . . . . . 646.5480 Wednesday Evening:3:30 p.m.lot p.m. Pittsburg . . . . . . . . . . . . . 4274130 Richmond . . . . . . . . . . . . 374-3261 Appointments . . . . . . . . . . 427.8755 Member Services . . . . . . . 427-8165 Older Adults Clinics- Prescr!ptioa Refills. . . . 427-8024 To Reacb Your Doctor. 627-8113 Concord . . . . . . . ... . . . 646-S535 - SC:D El Cerrito . . . . . . . . . . . . 374-3629 Antioch . . . . . . . . . . . . . 427-1775 i We're Always Here For You We know you will be satisfied with your membership in Contra Costa Health Plan. We are here to serve you, so if we don't meet your expectations, use the Plan Director- to call us. We want the opportunity to take care of your health needs for long into the future. -zo- Health Services Department `� ate; OFFICE OF THE DIRECTOR •:„./' AjrA4n inistrative Offices n; :• 20 Allen Street Martinez,Calilornia 1.4553 �► _ 1�1 -'�":o (415) 646--4157 c6' POLICY ON t`ONFIDENTIALITY OF PATIENT INFORMATION A. The policy applies to all Health Services Department employees whether or not their duties involve patient contact or use of confidential information. S. The policy includes all information regarding patients whether or not the information comes from a confidential record or simply from observation of a patient at the facility. C. Violation of this policy may be serious and disciplinary action for viola- tions will be considered on the basis of facts in each instance. sjm (3/88) A-345 5/86 Contra Costa County Contra Costa County Policy 4 215 Realth Services Department MARCH 1988 (Replaces Policy ,7517) POLICY ON CONFIDENTIALITY OF PATIENT INFORMATION I. PURPOSE To establish a Department-wide policy that expresses the Hcalth Serv- ices• Department's commitment toward protecting patients' right to con- fidentiality and to provide references for educating Health Services employees in these rights. II. REFERENCES Welfare and' Institutions Code 5530 - (Mental Health) Code of Federal Regulations 42, Subpart A, Section 2.1 (Drug Abuse) Code of Federal Regulations 42, Subpart B, Section 2.2 (Alcohol Abuse) Civil Code, Part 2.6 of Division 1, commencing with Section 56 (General Patient California Health and Safety Code, Sections 25250-25258 (General Patient Evidence Code, 1040 (Venereal Disease) California Administrative Code, Title 17, Section 2636(b) (Venereal Disease Tarasoff vs. Regents of University of California (1976) 17 CAL. 3d 425 Accreditation Manual for Hospitals, 1983 Edition Health Department Policy on Public Release of Patient Information III. POLICY While individuals are patients/clients of the Health Services Depart- ment, it is each employee's obligation to contribute to the provision of care in an environment which protects the right to privacy. As a general guideline, all observations and/or communications regarding patients, in the absence of appropriate authority to release that infor- mation, should be safeguarded as "CONFIDENTIAL." Particular caution shall be exercised in protecting the confidentiality of Contra Costa Health Plan members who may be fellow employees, and alcohol, drug abuse and mental health patients who are particularly protected under the law. IV. AUTHORITY/RESPONSIBILITY Each employee is responsible to hold information confidential by noc discussing or revealing any information regarding patients, including their presence at Contra Costa County Health Services, without proper authorization. Contra Costa County Policy #217 Health Services Department MARCH 1988 (Replaces Policy #517) Employees with access to more detailed information have an additional responsibility to be aware of confidentiality and to conduct themselves in a manner which reflects their responsibility to release information only when appropriate and in accordance with their duties. Licensed personnel are also expected to adhere to the applicable State licensing regulations relative to the protection of patient confiden- tiality. Prevailing legal considerations that effect the use of health infor- mation require additional measures to withhold or release information in the areas of mental health, drug and/or alcohol buse and venereal disease. Employees whose duties fall within the-e areas should consult with the appropriate supervisor/manager for guidance and should review the pertinent references cited herein. Supervisors are responsible for providing their employees with guidance related to confidentiality and for keeping staff advised of prevailing legal considerations which may apply. V. PROCEDURE Upon initial appointment to the Health Services Department, the Employee Services Office will give each employee a copy of this policy. Annually thereafter, each employee will be given a copy of this policy by his/her supervisor. The Department may periodically mandate orientation on con- fidentiality in order to reinforce its importance, clarify any questions, and ensure optimum compliance. Violations of confidentiality are considered to be serious. The Department may consider action against an employee who violates the policy and, in addition, the employee may be subject to action against his/her license (if applicable) or liable to legal penalties. 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ATTACHMENT' Q Contra Costa County Health Services Department Report of Ad Hoc Committee on Access Standards The Ad Hoc Committee consisting of seven physicians, the Department Chief Financial Officer, the Director of Quality Management, and the Contra Costa Health Plan Director of Provider Affairs, developed the following access standards for Medi-Cal patients. The standards set forth are expected to be the minimum acceptable standards for providing access. It is recommended that an acceptable level of compliance is meeting the standard, on average, 90% of the time (e.g. 90%a of the time, routine appointments should be available within six weeks; and 90% of the patients served shall live within 15 miles of the site of that routine appointment). 1,33:POC POINTS OF ACCESS - PRIMARY CARE (Primary Care Defined As: Family Practice, Pediatrics, OB/GYN, Internal Medicine) TIME DISTANCE Appointments Wait to Make Appointment 10 minutes Primary Care FOR ALL APPOINTMENTS: (Primary Care and Specialty): Patient sees provider within 45 minutes from time of appointment Routine Appointment New Patient 6 weeks 15 miles Prenatal Appointment 2 weeks 15 miles F/U - Routine Appointment 6 weeks 15 miles Established Patient F/U - Urgent Appointment 2 weeks or less 15 miles Urgent Care within 24-36 hours 15 miles Telephone Advice/Triage 5 minutes BASIC RULES: 1. Routine primary and specialty care appointments to be available within 6 weeks. 2. Urgent primary and specialty care appointments to be available within 2 weeks. 1.33:POC POINTS OF ACCESS - ANCILLARIES TIME Lab Drop-in Sees provider 20 minutes from time of arrival Scheduled 1 week; sees provider 20 minutes from time of appointment Imaging Services Drop-in 20 minutes from time of arrival Scheduled 3 weeks; 20 minutes from time of appointment Cardiopulmonary Drop-in 20 minutes from time of arrival Scheduled 3 weeks; 20 minutes from time of appointment until patient sees provider Pharmacy 30 minutes Therapy Services PT 2 weeks OT 2 weeks Speech/Audiology 4 weeks L33:POC POINTS OF ACCESS - SPECIALTY CARE Specialist/Consultant Urgent 2 weeks or less Non-urgent 6 weeks Telephone Advice/Triage 5 minutes BASIC RULES: 1. Routine primary and specialty care appointments to be available within 6 weeks. 2. Urgent primary and specialty care appointments to be available within 2 weeks. 133:POC 5/17/94 POINTS OF ACCESS - EMERGENCY ROOM TIME Triage Patient seen within 5 minutes of arrival Level I Immediately Level II 2 hours Level III 4 hours "Level IV" Refer for short or long-term appointment 133:POC - ATTACHMENT R — q _= CONTRA COSTA - 545 Center Avenue,Suite 100 �= HEALTH PLAN Martinez,ctliW2 94553ss3 FAX(510)313-- 002 • A divftion q f Caws Costo E nkh Savkes CONTINUED QUALITY IMPROVEMENT PLAN ADVICE NURSE PROGRAM 1994 i 8 AMRWIX CAR PLUS_SERVICE t Advice Nurse CQI Plan TABLE OF CONTENTS Mission Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .2 Vision Statement . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Policy & Procedure Manual . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Purpose/Objective . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Responsibilities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Scope of Care . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Important Aspects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5 CQI Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6 Problem Identification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Data Sources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Communication of Information / Findings . . . . . . . . . . . . . . . . . . . . . . Program Annual Evaluation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8 Program Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . CQIPlan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 Standards & Monitoring . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11 Consistent Advice Per Protocol . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Length of Client Wait on Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Client Satisfaction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Indicator Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Step Monitoring & Evaluation Process . . . . . . . . . . . . . . . . . . . . 15 Monitoring Agenda . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Survey/Satisfaction - Report Card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Utilization Review Plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18 ssz:CQI CONTINUED QUALITY.IMPROVEMENT CONTRA COSTA HEALTH PLAN -- ADVICE NURSE PROGRAM MISSION STATEMENT ----------------- To provide 24-hour access for all clients served to timely, consistent, and informative advice. To develop and maintain systems in the Department to promote members, staff, consultants, employers and vendors optimal satisfaction with the Advice Nurse Services. To establish an harmonious Department while maintaining the Department in the most cost effective manner. To provide ongoing education pertinent to clients' and nurses' needs. 2 VISION STATEMENT Advice Nurse provides triage and liaison for clients and members that are served by Contra Costa Health Plan ("CCHP"). 1. Increased accessibility/decreased waiting times for clients phoning for advice. 2. Improved access to Advice Nurse and Urgent Care appointments. . 3. Improved quality of care using protocols from the Joint Peer Review / Continued Quality Improvement Committee. 4. Improved communication and interaction among all staff and clients. S. Improved patient satisfaction. 6. Decrease cost of quality health care by appropriate use of services. 3 CCHP Advice Nurse - Continued Quality Improvement Policy & Procedure Manual rob,.rih Example of a Department CQI Program roky No. PURPOSE / OBJECTIVE o To assure that patient rare is at an acceptable level of quality and delivered in an efficient, safe, and cost effective manner. o To identify and resolve problems. o To identify and pursue opportunities to improve patient care. RESPONSIBILITIES The Advice Nurse Manager and CCHP Medical Director are responsible for assuring that the quality, safety, and appropriateness of patient care services provided within the Department are monitored and evaluated on a regular basis and that appropriate actions, based on findings, are documented. Staff will participate in Continued Quality Improvement activities. SCOPE OF CARE Types of Patients Served: Conditions and Diagnosis Treated: Treatment / Activities / Services Provided: Tunes of Practitioners Providing Care Sites Where Care is Provided Times When Care is Provided 4 Policy & Procedure Manual V"cy Ttk Poky No. CON77NUED QUALITY IMPROVEMENT ACTIVTI7ES: Activity: Frequency: 1. Monitoring & Evaluation Ongoing o See attached 10 Step Monitoring & Evaluation Process (Indicator Table 1) o See CQI Monitoring Agenda that defines indicators . (Indicator Table 2) 2. Standards/Policies & Procedures Development and Review Annual Review & Develop as needed 3. Problem Identification (Standards) Ongoing 4. Performance Appraisal ' Annually p e r o Compliance with CQI process used in performance person evaluation S. Credentialing Annually or as needed 6. Continuing Education / Inservice Education / Training As needed 7. Department Resource / Utilization Ongoing or as o No shows needed o Telephone surveys 8. Risk Management o Employee Injury Reports Every 6 months o Environmental Survey Deferred 9. Study (Focused) As needed 6 CCHP Advice Nurse - Continued Quality Improvement Policy & Procedure Manual Toney Tik: laity No. PROBLEM IDENTIFICATION METHODS Problems are identified in a variety of ways. The following, although not all inclusive, is representative: o Department meetings o Client questionnaire/survey o Staff/MD/Management input/suggestions o Evaluation/Audit (Accreditation and Licensing) o Member Complaints via CCHP Provider Relations Department DATA SOURCES The following are some of the data sources which may be utilized: o Centramax Data Files - Electronic medical information will be stored by magnetic tape for the length of time prescribed by law (HCFA requirement) currently 10 years. o Client questionnaires/surveys o Medical records o Department logs o Utilization management C9MNIUNICATION OF INFORMATION / FINWINGS o A quarterly report is prepared by the Department and is submitted to the CCHP Continued Quality Assurance Committee. January to March (First Quarter) due May 10th April to June (Second Quarter) due August 10th July to September (Third Quarter) due November 10th October to December (Fourth Quarter) due February 10th 7 CCHP Advice Nurse - Continued Quality Improvement Policy & Procedure Manual ram Tide: Poky No. o Staff will be informed of results of Continued Quality Improvement Activities through staff meetings, or posting of results in staff work area, etc. o Problems with individual members will be communicated to the primary care provider, if appropriate. o Findings affecting physician, staff, other departments, or committees will be communicated to that person, manager, department, or committee. o Reports will be kept by the Department. o All reports will be maintained in a confidential manner. Access to CQI findings will be restricted to qualified individuals. PROGRAM ANNUAL EVALUATION The objective, scope, organization, and effectiveness will be evaluated annually during the 4th Quarter and revised as necessary (see attached Program Evaluation Form). PROGRAM PLANNING The Continued Quality Improvement monitors for the following year will be determined by February 10th of each year. We will recommend quality improvement monitors for approval by the Quality Improvement Committee. Approved by: Date Approved: Date Revised: Date Reviewed: 8 CCHP Advice Nurse Program Continued Quality Improvement Plan 1 I. RESPONSIBILITY The Advice Nurse Manager in conjunction with the Medical Director will be responsible for promoting efficient and high quality care through the development, implementation, and ongoing review of a Department monitoring and evaluation program. Staff will participate in CQI Activities; II. SCOPE OF CARE Department description to include a general statement regarding: Types of clients served Advice and disposition Treatment/acdvities/service provided Types of practitioners providing care Sites where care is provided Times when care is provided 111. MAJOR CLINICAL FUNCTIONS / IMPORTANT ASPECTS OF CARE List: The most frequent presenting client complaint (high volume) The most frequent presenting client complaint with the potential for negative outcome (high risk) The presenting client complaint with the natural tendency to have problems develop (problem prone) IV. INDICATORS AND DATA COLLECTION See attached Monitoring Agenda Indicator Table I V. EVALUATION Data collected is evaluated monthly or as otherwise indicated by the Advice Nurse Department and documented in the Department's CQI Minutes. V. continued ... Causes of problems and methods to improve care/services are identified (see Standards). Data is analyzed for possible trends and patterns. As part of this process, the CQI data/reports will be reviewed by the CQI Committee, a minimum of quarterly and the review, discussion, actions, etc., are documented in their Minutes, VI. CORRECTIVE ACTION AND FOLLOW-UP Action appropriate to the cause will be taken to resolve identified problems. Opportunities to improve care are addressed. Corrective actions might include: education, system modifications, as well as individual counseling. If the action needed exceeds the Department authority, recommendations are made to the CCHP Advice Nurse Continued Quality Improvement Committee. The effectiveness of actions taken and documentation of improvements made are reviewed as indicated in the Department. Where possible, baseline data will be used to measure improvement. Identified problems will be monitored until acceptable performance is achieved. VII. COMMLM, CATION IREPORTING Results of Continued Quality Improvement Monitoring will be submitted to the CCHP Continued Quality Improvement Committee in according with the CCHP Advice Nurse CQI Plan. Approved by: Date Approved: Date Revised: Date Reviewed: 10 CQI STANDARDS & MONITORING STANDARD 1 DOCUMENTATION Documentation varies among advice nurses. Documentation per protocol needs to be improved. All calls must be documented as to advice given or services that were assisted by advice nurse (i.e. earlier appointment, prescription refills). Audits will be done on an individual staff basis and appropriate action (training, reminder) will be implemented. STANI3ARD 1 MONITORING o Is it legible o Does it include: date time primary care provider clinic site telephone number medical record number date of birth o Is signature legible o Disposition STANDARD 2 CONSISTENT ADVICE PER PROTOCOL All clients will receive the same advice from all advice nurses. The advice will be given at the leve] of the client's understanding and specific needs (Le. education, cultural diversity). Consistency will be evaluated by using a specific audit too] designed for specific triage/advice categories. Return calls to clients will also be made in order to assess clients' understanding of advice. Standard 2 MONITORING o Problem stated o Signed C Protocol used/documented o Patient educatiom'Urgent Care pm/ appropriate disposition of 12 STANDARD 3 LENGTH OF CLIENT WATT ON HOLD Client waiting time is a concern. Advice nerds to be given in a timely manner. Many clients have followed the advice given and are calling back as instructed for urgent care appointments. The length of each call on hold is being monitored by computer. Two hour time blocks on each day of the week will be evaluated to isolate peak times. The peak times will then be evaluated by length of advice calls. The lengthy calls will be audited as to their content (i.e. client education, long waits for appointment search). Call backs will be encouraged during off peak times. Standard 3 MONTITORING o Time of call o Establishes peak hours o Evaluate staff structure / patterns - 13 STANDARD 4 CLIENT SATISFACTION Client satisfaction is a priority of the CCHP Advice Nurse Program. A client satisfaction survey will be sent to clients in order to measure client services. The survey will be monitored ongoing for client concerns and suggestions. See sample of survey/report card on page 17. Standard a MONITORING o Response on mail-out survey 14 Advice Nurse CQI and Performance Report INDICATOR TABLE 1 10 STEP MONITORING AND EVALUATION PROCESS 1. Assign responsibility 2. Delineate scope of care (delivery) 3. Identify important aspects of care (delivery) 4. Identify indicators - establish criteria for each indicator 5. Establish thresholds for evaluation 6. Collect and organize data 7. Evaluate care 8. Take actions to solve problems 9. Assess actions plus document (Documentation improvement) 10. Communicate information 15 Advice Nurse CQI and Performance Report INDICATOR TABLE 2 INDICATOR GOAL ACTU ACTION I. Triage / advice appropriate per 99% protocol 2. On hold less than 10 minutes 90% 3. Emergency line answered in less 90% than 60 seconds 4. Satisfaction by patient survey 959 good/excellent 5. Protocol available for primary 90 c7 patient complaint 6. Follow up protocol compliance in 99% response to all patients complaints 16 Advice Nurse CQI and Performance Report SURVEY/SATISFACTION The following is the Advice Nurse Report Card Send to a random selection of clients on a routine basis: Recentl\ you contacted the Advice Nurse Service. Please tell us. hoA did ue score with you? Contra Plan ' ADVICE ' t.RTFC T RADE A+ B C D F SERVING THE CUSTOMER E..: -n A.crs A ,crspe Arra r PMT Fnencr%� � i HC Pl \/(llic:l Pi;r7r,c O!1!c! i SOL\ ING PROBLEM'S CFf,iln:, throigi: � SG.'r5,'1117� Ilee[r Oi lier AV ER.•�GE ADVICE N'L'RSE SERVICE GRADE WHICH OF THESE STATEMENTS BEST DESCRIBES YOUR EXPERIENCE WITH THE ADVICE NURSE SERVICE? SELECT ONE ] l was satisfied with the Advice Nurse Services staff. I was satisfied but m\ problem was not resolved. J I was not complete!` satisfied. howe\er, m) problem was resolved. ] 1 was not satisfied with the Advice Nurse Services staff. N12\ \ke co,:act \o:. ,f ue need more informatior7? ] Yes ] No 17 UTILIZATION REVIEW Staff Com tency: Competency of Advice Nurse staff to deliver appropriate advice per protocol shall be documented annually. 1. Audit of protocol/documentation utilization 2. Return demonstration of triage protocol for Advice Nurse as defined in the Advice Nurse Standards 3. Inservice/Educational binder 4. Roster Qualifications S. Nursing Competencies 6. Change of shift report to maintain continuity and quality of care 7. Maintaining computer literacy 8. Maintain CPR 18 Patient Care and Organizational Problems: 1. Interdisciplinary Quality Assurance Committee Referral 2. Patient Satisfaction Report Card 3. Patient Satisfaction Report Card Log 4. Statement of Concern log with follow up and log of patient/staff complaints with follow up 5. Urgent Care Delays and Lack of Access Delays 6. Patient Education 7. Monthly Advice Nurse Meetings 8. Liaison for patient / primary care provider communication 9. Physicians fail to follow up e.g. not returning patient's call 10. Frequently canceled clinics without prior notification 11. Inappropriate use of Advice Nurse Service 19 Nursing Documentation: Reflects the nursing process, the implementation of patient care, patient/family teaching, and disposition. Monthly peer charts shall be audited and specified 'problem charts' shall be referred to the Advice Nurse Program Quality Assurance. 1. Advice Nurse Documentation 2. Form MR 258 will be appropriately filled out 20 Summary / Action Plan: 1. Implement peer auditing, packets collated, and audit tools distributed during next QA meeting. Target: September. 2. Documentation will reflect standardized care with all pertinent patient information, with all key components of nursing process reflected. Target: September. 21 Client & Vendor Satisfaction: 1. Easy access 2. User friendly I Appropriate vendor utilization, e.g. E.R. authorization 4. Follow up on all client report card surveys, including written resolution 5. Appropriate client / vendor disposition. 52:cqi 22 FSM VD Z3NI.LHVW 001 311fls 3nN3" k13.LN3D S69 ImCONTRA COSTA am HEALTH PLAN Dear Contra Costa Health Plan Member: �4 Recently you were referred to — We want to know what you thought about the services X80 given by this health care provider. Your opinions are very important to Contra Costa Health Plan. The best way to keep our members satisfied is for you to let us know what you like and what we can improve. �. Please take a moment to answer the questions on the back of this card. Then fold it over so our address is showing on the outside and tape or staple it closed. 0886-£SSb6 eluaoJITVD'zavt3.r8yq 001 apnS 'anuand lajuaD 96S uald 43I$01-1 e3903 g.quoD 903tn.raS aagwa;N 9e39sippY 48 pled 08 111M eselaod YJ '23NI1i1Y11 69 'ON 11/1N3d SWO 1St11J IIVn Ald3U Ss3Nisn8 S31VIS 03nNn 3N1 M 031"A A!l1ISS333N WMISOd ON Please answer these questions about the health care provider to whom you were referred. I thought: °Q °t°4 1. The system for making appointments ♦o P� Je° �o with the outside provider was O O O O 2. The quality of the services I received was O O O O 3. The helpfulness of the office staff was O ❑ O O 4. The convenience and attractiveness of the office was O O O ❑ Other comments: May we share your rating with the Provider? O Yes ❑ No Thank you for taking your time to help us serve you better. Judith A Louro.Director of Member Services . sy �3st It :g 1• i NO POSTAGE NECESSARY F MAUM IN THE uNiTEO STATES BUSINESS REPLY MAIL FIRST CLASS PERMIT NO. 59 MARTINEZ, CA Postage Will Be Paid ev Addressee Contra Costa Health Plan 595 Center Avenue Suite 100 Martinez Caldomia 94553.9880 lilies11111111111111„111181,1 1,i l l 1181 111611161111 tnoAgjIMajooS &OIAJas asjnN aoInpV jno pip M off,/ 6114 NV7d H.17V3H VISOR V81"Voa rn ED CU r m =Wi . -. , ... ,.. Z o f � F F O Z -n to > 3- a r, � = p m ro rl h °c � o =° =' cC °c n too) Cn > r" > rn c> 3n Zoo + Y$ a � pFZ C �n fA w c � A et oH mC) n Z ' O Attachment S Patient Bill of Rights and Responsibilities As a member of Contra Costa Health Plan, you are entitled to considerate and respectful care, regardless of your race, religion, education, sex, cultural background, or financial status. You have the right to know the name of the physician who has primary responsibility for your care. You are also entitled to receive information from your physician about your illness, treatment, and your prospects for recovery in terms that you can understand. You are entitled and encouraged to participate actively in decisions regarding your medical care and receive reasonable responses to any reasonable requests you may have. To the extent permitted by law, this includes the right to refuse treatment. To enable you to give informed consent, you are entitled to receive as much information about your proposed treatment as you may need. Except in emergencies, this information shall include a description of the procedure, the significant risks, alternative treatments, and the risks involved in each. You may refuse to participate in any treatment which is experimental; and you will not be involved in an experimental study without your full understanding and permission. You are entitled to privacy concerning your medical care; facts and information about consultations, examinations and treatments are confidential. Your written permission must be obtained before any medical records can be made available to anyone not directly concerned with your care. You have the right to know about the continuing health care you may require. This includes notification in advance of the time and location of appointments as well as the physician providing the care. You are entitled to examine and receive an explanation of your bills regardless of the source of payment. Just as our staff has responsibilities to you as a patient, you also have responsibilities that will help us provide high quality medical care for you. As a CCHP member we ask that you provide complete and accurate information about your present medical complaint, past illnesses, medications, and other matters related to your health. In the event that you are incapacitated, all your rights as a CCHP member apply to the person who may have legal responsibility to make decisions regarding medical care on your behalf. page two We also ask that you follow the treatment plan recommended by your practitioner. To ensure your health and safety, please follow established policies. We also ask that you be considerate of the rights of other patients by helping control noise and, when hospitalized, the number of your visitors. For a conflict of values: Sometimes problems arise because different people have different viewpoints about health care issues. An example would be that some people have religious beliefs that affect the health care decisions that they make. When one person's viewpoint or values clashes with that of another this is called a values conflict. Values conflicts can occur between family members, between a patient or family and physician, or between members of the health care team. For example, a patient may wish to refuse a treatment because of religious beliefs, but the nurse or physician may believe it is their duty to give the treatment to help the patient recover. As with other types of problems, the best place to start is with your health care team. Talking over your views and differences with the nurse or physician may be all that is needed to resolve the issue. But if this does not take care of your concern, the social worker, nursing manager, patient ombudsperson, or your physician's department chief may be able to help you and your health care team reach a solution. Hospital Ethics Committee: If a conflict of values still persists, you can ask a member of your health care team to refer your case to the Hospital's Ethics Committee. Made up of nurses, physicians, social workers, and others, the Ethics Committee discusses all sides of a values conflict and helps you and your health care team come to an agreement about what to do. The Ethics Committee may give you and your health care team recommendations to think about. None of the Committee's recommendations are binding; decisions are still up to you and your physician. Your Resources: Because Contra Costa Health Plan and Merrithew Memorial Hospital and Clinics are committed to the highest standards of quality for your health care, we have provided you and your family with several resources for resolving different kinds of problems. For help and advice if you have a problem during your hospital stay, use the list of phone numbers in the information given to you when admitted or ask your nurse how to contact the person who can best help you resolve your particular concern. Call your member services representatives for assistance with any other concerns you have about other Contra Costa Health Plan services. 54:CCHPRR 8/94 ATTACHMENT T CXxTIRA CXOS'I'A CX7gA N HEALTH SERVICES PA'T'IENT ACCESS 70 MEDICAL RECORDS Beginning January 1, 1983, patients in California will be able to have direct access to their medical record information, either by inspection, obtaining copies, or receiving a summary of their care. A new law, AB610, describes the conditions and limitations for obtaining such access. The following information is furnished to help you answer ques- tions you may have regarding this process. Should you need further assistance, please call the Medical Pecord Department at the clinic or Hospital where you received treatment. WHAT RECORDS ARE COVERED BY THE NEW LAW? Basically, the new law permits access to any medical record in the possession of any health care provider. The term "health care provider" applies to almost every licensed health care facility or health care professional in the state. For example, it could be an acute care hospital, an outpatient clinic, a skilled nursing facility, physician, a chiropractor, or a licensed social worker. HOW DO I REQiJFST ACCESS? All requests must be in writing, no telephone requests can be accepted. Your written request should give as nuch information as possible to help the health care provider identify your record in the event that there are other patients with a name similar to yours. The following information is needed: . full name (including any ether name you may use) . date of birth . approximate date of treatment when requesting copies, you should also indicate which parts of the record you want. Requests for hospital records should be addressed to the Medical Record Department. 'WAT IS MEANT BY "INSPECTION" AND 11SMIARY"? Inspection means that you can co to the hospital or the office to review the actual record. This may be done during scheduled business hours only (usually 8 am to 4 rm Monday through Friday) . 'There is no right of inspection at odd hours or on weekends or holidays. You should call the provider and make an appointment for such review. the health care provider has the option of providing a summary of -our care when he feels it is more appropriate instead of permitting inspection or providing copies. AM I TEE ONLY ONE WHO CAN NAVE THIS ACCESS IMER 'INF NEW LAW? An adult patient is the only one with access to the record, unless there is a conserva- torship of the person, in which case the conservator has the right of access as the patients' representative. If the patient is a minor, the parent or guardian has access unless the minor had the right of consent to the treatment given, in which case the minor patient has the right of access. ARE THERE ANY LIMITATIONS? The law describes certain types of information which are not considered to be part of the medical record e.a., information regarding another patient or a collection of infor- mation about many patients. The health care provider can deny your request for psychi- atric records if the provider believes that there may be significant adverse consequences of such disclosure. If access is denied on this basis, you may then name a licensed physician, social worker, or clinical psychologist to inspect the record and/or obtain copies. The provider may alsc deny access to the parent or guardian when it is believed that such disclosure will have a detrimental effect on the treatment relationship with the minor patient. Federal regulations place scrme additional limitations on access to alcohol and drug abuse records. 1-245 (Side 1) 3/83 WAT Was. IT COST ME? ' The new law allows the health care provider to recover the costs involved in furnishing access. There will be an initial charge for clerical services necessary to make the record available for either inspection or copying. If copies are requested, there will be an additional charge, not to exceed twenty-five cents ($0.25) each or fifty cents ($0.50) each if the original record is on microfilm. Since most medical records are lengthy, you may want to consider just what your actual needs are and limit your request for copies to those specific items, rather than requesting the entire record. The pro- vider may also charge for the time spent in preparing a summary alternative. DO I HAVE 'ICS PAY IN ADVANCE? Yes. The law makes access conditional upon the pre-payment of allowable charges and most health care providers will expect to be paid prior to inspection or copying. If you have requested copies, the provider will usually send you a statement of expected charges before making the copies so that you will have an opportunity to change your request if the charge is greater than anticipated. HOW SOON WILL I HAVE ACCESS? The law specifies that inspection must be permitted within five working days and copies must be available within fifteen days after a valid written request is receive by the provider. If the provider chooses to furnish the summary alternative, it must be avail- able within ten working days but this time may be extended to thirty days if the record is lengthy or if you have been discharged from the hospital within the previous ten days. If this extension is necessary, you will be notified. A request is not considered valid until the information furnished is adequate to identify the record properly and payment is made for requested copies. ARE THERE OTHER WAYS I CAN OBTAIN D7MIATION FRCM MY MEDICAL RECORD? Yes. Physicians and hospitals ordinarily furnish information necessary to continue your care when it is requested by another physician or hospital. If your insurance company, school, employer, or other third party needs information from your record, it is usually better to let them request it directly as they can be more precise about what they need. Any charges for information furnished in this way are usually paid by the third party who has requested the information. Such requests will require a valid written consent from you to release the information. Your authorization for its release should include in addition to the information furnished for your own access, the following: • name of the provider of health care that may disclose the medical information • name of person or agency to receive the information • uses for which it is being released • specific limitations you want to place on the release • a date when the authorization will expire . your signature. You have a right to request a copy of the authorization. There are special requirements relating to the release of information from psychiatric, alcohol and drug abuse records or venereal disease records. If your records contain any of these diagnoses, the author ization must specifically state that this information is to be released. venereal disease diagnoses and/or treatment records will only be released to the patient, the patient's attorney or another treating professional. 1 r ATTACHMENT U Dear Health Plan Member: Since your satisfaction is our number one concern, we are genuinely interested in finding out what we can do to make things better for you. In order to improve and expand our services, we need your input. Your answers to the enclosed questionnaire will enable us to provide you with even better services in the future. Please take a few minutes now to complete the survey and return it to us by February 19, 1994. No postage is necessary. Your response will, of course, be held in the strictest confidence. We look forward to hearing from you soon. Thank you for helping us help you. Sincerel - Este cuestionario esta disponible en espanol.Si su lengua es el espanol por favor flame a Romelia Watkins al telefono(510)313-6070 y ella le mandara a usted una Copia. Milton S. Camhi Executive Director Wiff CONTRA COSTA BULK RATE QAWEV� HEALTH PLAN U.S. POSTAGE 595 Center Avenue, Suite 100 PAID Martinez, California 94553 MARTINEZ, CA PERMIT NO. 43 1 Plieai Contra Costa Health Plan Member Satisfaction Survey The Contra Costa Health Plan is dedicated to providing our members with Affordable Care Plus Service. Please help us pinpoint where we can improve our services by filling out this brief questionnaire . . . Fold with this side out when complete NO POSTAGE NECESSARY IF MAILED IN THE UNITED STATES BUSINESS REPLY MAIL FIRST CLASS PERMIT NO. 59 MARTINEZ, CA Postage Will Be Paid By Addressee CONTRA COSTA HEALTH PLAN 595 Center Avenue, Suite 100 Martinez, California 94553 1 2 3 4 5 PLEASE MAIL WITH THIS SIDE OUT VeryVery Milling System Services: des ='; Toy. 'Satisfied ]Satisfied Dissatisfied ]Dissatisfied Have you been billed for _ copayments? If yes, how satisfied were - ' you with the billing `11 : 212 procedure? 1 2 3 4 If yes, how satisfied were you with the billing form? t. 1 2 3 4 213 If you were very satisfied or very dissatisfied with our billing forms or procedures, please tell us why: 214 215 216 .:^—..— ..•: -�....�. —.� ..r.. 5r r. -....� _ �}.� _�.r-ter,•• _ ^Y.' `� — -,. _ Overall Satisfaction Overall, how satisfied have you been with Contra Costa Health Plan? ❑ Very Satisfied ❑ Satisfied ❑ Dissatisfied ❑ Very Dissatisfied 217 Do you plan to stay enrolled in Contra Costa Health Plan? ❑ Definitely will ❑ Probably will ❑ Probably will not O Definitely will not 218 Additional Comments: What is the one most important thing that you think Contra Costa Health Plan should do to improve its 219 services? 220 And what are some of the little things we can do that might make a big difference? 221 222 Tease Tell Us About Yourself. . . 223 1. In what city do you live? 224 2. Please indicate which age group you are in: ❑ 21 & under ❑ 22-35 ❑ 36-50 ❑ 51-64 ❑ 65 & over 225 3. Please indicate whether you are ❑ Male ❑ Female 226 4. How long have you been a member of Contra Costa Health Plan? ❑ Less than 6 months ❑ 6 months to 11 months ❑ 1-2 years ❑ More than 2 years 227 S. Optional (for statistical purposes only) Please indicate your race/ethnic background ❑ White (not Hispanic) ❑ Hispanic ❑ African/American ❑ Asian ❑ Other 228 6. ❑ Check here if you would like to be included in discussions on health care. - Thank you for your assistance. Please return this questionnaire by February 21, 1994. If you have any other concerns or recommendations, feel free to call our Member Services staff directly at 313-6070 or 1-800-644-2247. If member services were available on weekends mitely Probably ftobably :definitely or in the early evening, would you use them: - 'Yes NOS =< '` ?Alo sIo on weekends? 1 2 3 4 170 in the evenings? 1 2 3 4 1171 If you were very satisfied or very dissatisfied with any of the Contra Costa Health Plan special services, please explain below: 172 173 174 � ....._ :._ ...__ .... - -. ,. ....-,.._. .:'--;-.cr�r...,n... �;.,,,,�..,,._...,.._..,.r._s.: yrs•.._ �.. Contra Costa Health Plan .MarketingDepartment Please tell us how satisfied you were with Contra Costa Health Plan's sales presentations and materials. Were the sales presentations and written materials: (Please circle your answer) Sales Presentation Written Materials Accurate Yes No Yes No 205 Complete Yes I No Yes I No 206 Clear/Understandable Yes No Yes No 207 If you were very satisfied or very dissatisfied with the sales presentations or written materials, please explain below. Tell us which materials were not satisfactory. 208 209 210 H. Copayments If you have copayments for any of your Contra Costa Health Plan services, please tell us how satisfied you are with the copayment billing system. Very Very Billing System Services: Yes No Satisfied Satisfied Dissatisfied Dissatisfied Have you paid a copayment I directly to a provider(e.g. I pharmacy)? I If yes, how satisfied were I you with the handling of 1 2 3 4 211 your copayment? I USED Very Very Non-County Services: Yes No Satisfied Satisfied Dissatisfied Dissatisfied X-ray(which facility?) I 1 2 3 4 152 I Optical care (which provider?) I 1 2 3 4 Emergency Room I 1 2 3 4 (which facility?) I Pharmacy services (name & I 1 2 3 4 155 location of pharmacy) I Inpatient care (which hospital?) I 1 2 3 4 Physician (which one?) I 1 2 3 4 Psychological or psychiatric I 1 2 3 4 services (which one?) I Other service (which one?) I 1 2 3 4 159 If you were either very satisfied or very dissatisfied with any of the services you received in a non-county 160 facility, please explain below 161 162 F. Contra Costa Health Plan Special Services Please indicate which of the special Contra Costa Health Plan services you have used and then circle how satisfied you were. USED Very Very Health Plan Special Services: Yes No Satisfied Satisfied Dissatisfied Dissatisfied Advice Nurse. . . • Ease of Getting Through 1 2 3 4 163 • Advice Received �11 1 2 3 4 000ll Member Services . I • Ease of Getting Through ( 1 2 3 4 • Guidance Given ( 1 2 3 4 • Resolution of Your Problem 1 2 3 4 • Hours of Operation I 1 2 3 4 169 USED Very Very E.R.Services: Yes- No Satisfied Satisfied Dissatisfied Dissatisfied Emergency Room at Merrithew . . . • Overall Service 1 1 2 3 4 136 • Medical Care 1 2 3 4 137 •If yes, how many times in the last year did you use the Emergency Room at Merrithew Memorial Hospital? 138- 139 Have you been seen in the Emergency Room in the past year because the wait to get a health plan appoint- ment was too long? 0 Yes ❑ No 1ao If yes, how many times? ❑ Once 0 Twice 0 3 or more times 141 D. Merrithew Memorial Hospital And Health Centers Staff Please indicate how satisfied you are with the hospital and health centers staff(circle one answer for each category): Very Very staff: Satisfied Satisfied Dissatisfied Dissatisfied Reception/registration or other 1 2 3 4 142 clerical staff Physicians 1 2 3 4 Nurses 1 2 3 4 144 Nurse Practitioners 1 2 3 4 Other staff(specify) 1 2 3 4 146 If you were either very satisfied or very dissatisfied with any of the services or staff at Merrithew Memorial Hospital or Health Centers, please explain: 147 148 149 E. Non-County Facilities And Services While a member of Contra Costa Health Plan have you been referred to and/or used private services that are not operated by the County (not part of Merrithew Memorial Hospital or Health Centers)? O Yes 0 No 150 USED Very Very Non-County Services: Yes No Satisfied Satisfied Dissatisfied Dissatisfied Dental Care (which dentist?) 1 2 3 4 1 5 1 3. How long do you usually have to wait to get a non-urgent medical appointment? ❑ Same Day ❑ 1-2 Days ❑ 3-5 Days ❑ 6-10 Days ❑ 11-14 Days ❑ 2 Weeks or more 118 4. At your health center how long do you usually wait, after your scheduled appointment time, to see your physician? ❑ Less than 10 minutes ❑ 10-19 minutes ❑ 20-29 minutes ❑ 30-60 minutes ❑ More than 1 hour i 19 5. If they were available at your health center, would you use evening hours of service for routine 120 care? ❑ Yes 0 No For urgent care? ❑ Yes ❑ No 121 If yes, which evenings would be most convenient? (Check two.) 122 ❑ Monday 0 Tuesday ❑ Wednesday ❑ Thursday ❑ Friday 6. If they were available at your health center would you use Saturday hours of service for 123 routine care? ❑ Yes ❑ No For urgent care? ❑ Yes ❑ No 124 B. Ancillary Services Please indicate below which of the services you have used and then circle how satisfied you were with each of those services. USED Very Very Ancillary Services: Yes No Satisfied Satisfied Dissatisfied Dissatisfied Laboratory Services 1 2 3 4 125 Pharmacy Services 1 2 3 4 Dental Services 1 2 3 4 X-Ray Services 1 2 3 4 128 Tell us which Health Center you mostly used to receive these ancillary services: 129 C. Inpatient And Emergency Room Services Please indicate if you have used Inpatient or Emergency Room services at Merrithew Memorial Hospital (County Hospital) and then circle how satisfied you were with each of those services. USED Very Very Inpatient Service Yes* No Satisfied Satisfied Dissatisfied Dissatisfied Inpatient Hospital stay at Merrithew . . . • Overall Service 1 2 3 4 130 • Medical Care 1 2 3 4 131 * If yes, please give month and year of admission 1132 35 Please Tell Us About Your Visits To Our Health Centers (Please check one answer) 1. Which one of our health centers do you normally visit for your medical care? ❑ Brentwood ❑ Concord 0 Martinez ❑ Pittsburg ❑ Richmond O Martinez Specialty Clinics tos O Other, Specify 2. At the health center you normally use how satisfied are you with: . . . How Satisfied Are You? Very Dis- Very Dis- Satisfied Satisfied satisfied satisfied a. The system for making appointments 1 2 3 4 106 b. The time it takes between calling for an 1 2 3 4 appointment and actually seeing the doctor c. Your wait in the health center to see your 1 2 3 4 doctor d. The convenience of the location 1 2 3 4 e. Comfort and attractiveness of the health center 1 2 3 4 Ito f. The center's cleanliness 1 2 3 4 t g. The quality of medical care provided by 1 2 3 4 physicians and other health care professionals h. The helpfulness of the clerical support staff 1 2 3 4 (i.e., receptionist) i. The explanations given by physicians and other 1 2 3 4 health care professionals about your health condition and treatment professional PP The rofessional a earance of the staff 1 2 3 4 k. The helpfulness of the nurse 1 2 3 4 I. Overall satisfaction with your health center 1 2 3 4 1 Go on to#3 ATTACH V t s -ow g W °! A F� V 000 0 0 w o �. a rk ii V � pv dd c� TO BOARD OF SUPERVISORS ATTACFRO ] Mark Finucane, t.�Jl ll� "' Health Services Director �C+�wt,r, C Ata DATE: c"" ^J Establishment of Contra Costa Health Plan Integrated SUBJECT: Quality Assessment Committee As Part of Contra Costa Health Plan's Quality Management Plan SPECIFIC REQUEST(S) OR RECOMMENDATION(S) & BACKGROUND APO JUSTIFICATION I. RECOMMENDED ACTION 1. ESTABLISH the Contra Costa Health Plan Integrated Quality Assessment Committee and DELEGATE the Board of Supervisors' quality management functions to that body. 2. APPOINT the Contra Costa Health Plan Medical Director as the individual responsible and accountable for the operation of Contra Costa Health Plan's Quality Management Plan. 3. AUTHORIZE that Contra Costa Health Plan's Quality Management Plan is to cover health care provided to Contra Costa Health Plan members, including all Health Services Department services and all authorized out- of-plan care. 4. INCLUDE quality assessment, utilization management, risk management, continuous quality improvement and continuous quality management monitoring functions in Contra Costa Health Plan's Quality Management Plan. 5. MEMBERSHIP: The Integrated Quality Assessment Committee will consist of at least seven members: Contra Costa Health Plan Executive Director Contra Costa Health Plan Medical Director Merrithew Memorial Hospital 6 Clinics Medical Staff President Merrithew Memorial Hospital & Clinics Executive Director Member of the Board of Supervisors Community Provider Public Health Division Representative 6. The Medical Director of Contra Costa Health Plan will review and approve all quality management documents before they are forwarded by the Integrated Quality Assessment Committee to the Board of Supervisors for their review and approval. CONTINUED ON ATTACHMENT; X YES SIGNATURE: RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE APPROVE OTHER SIGNATURE(S): ACTION OF BOARD ON APPROVED AS RECOMMENDED OTHER VOTE OF SIJPE 7V I SORS 1 HEREBY CERTIFY THAT THIS IS A TRUE _ UNANtW:)US (ABSENT ) AND CORRECT COPY OF AN ACTION TARN AyES� NJES.. AND ENTERED ON THE MINUTES OF THE BOARD ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHDWN. Milt Camhi, CCHP Executive Director cc: ATTESTED PHIL BATCHELOR CLERK OF THE BOARD OF SUPERVISORS AND COUNTY ADMINISTRATOR Page Two II. FINANCIAL IMPACT Expenses of the Contra Costa Health Plan Quality Management Plan will be paid by member premiums. III. REASONS FOR RECOMMENDATION/BACKGROUND Both the State Department of Health Services and the State Department of Corporations require that Contra Costa Health Plan establish an internal Quality Management Plan for its members. The State Department of Health Services requires that all Medi- cal Prepaid Health Plan (PHP) contractors have an approved Quality Assessment and Improvement Plan (QAIP) . This plan must include all services for Contra Costa Health Plan members including those provided by all divisions of the Health Services Department and all authorized out-of-plan care. The Department of Corporations also requires that to move forward with Medi-Cal managed care, including establishing the Local Initiative, that Contra Costa Health Plan must have a Quality Management Plan. The establishment of the Contra Costa Health Plan Integrated Quality Assessment Committee and the appointment of the Contra Costa Health Plan Medical Director as the individual responsible and accountable for Contra Costa Health Plan Quality Management will provide the mechanisms the state requires for an approvable Quality Assessment and Improvement Plan. Attachment X r777) K777) e57� .- . N .N L CU) V Q I I ID O � o V U c c o w � o � m Q L Q a c Z' _ 4 E a a