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Relevant and Pertinent Short Survey Results (receives ToC only) Final Analysis February 19, 2016 Robert Dieterle Holly Miller, MD Russel Leftwich, MD Summary of Participation Organization American Academy of Family Physicians American Hospital Association American Medical Association Other Total Responses 62 27 163 23 275 Practice Location Practice Location Urban Suburban Rural Responses % % US Pop 87 147 61 32% 46% 22% 26% 53% 21% Note: % US Population is based on self declaration in US survey Responses by Specialty Specialty Allergy/Immunology Anesthesiology Cardiology Dermatology Emergency Medicine Endocrinology Family/General Practice Geriatrics Internal Medicine Medical Genetics Count 4 3 5 15 14 7 102 1 41 0 Specialty Neurological Surgery Neurology Obstetrics/Gynecology Oncology(Cancer) Ophthalmology Orthopedics Otolaryngology Pathology Pediatrics Physical Medicine & Rehab Count Specialty Count 0 2 8 5 10 5 4 0 12 1 Plastic Surgery Preventative Medicine Psychiatry Radiology Surgery Urology Other Blank 0 0 6 0 6 2 22 1 1 3 Pharmacy Plastic Surgery Pulmonary Radiation Oncology Rheumatology 1 Other Clinical Informatics Family Medicine Gastroenterology hospice / palliative hospitalist Infectious Diseases Intensive Care Medicine 1 2 6 2 1 med/peds Medical Acupuncture Nephrology occupational medicine Otolaryngology Palliative Medicine Pediatric Neurology 2 3 2 Responses by Practice Type Practice Type Count Ambulatory Primary Care: Hospital owned or Integrated Delivery Network 179 Ambulatory Specialty Care: Hospital owned or Integrated Delivery Network 25 Hospital based 63 Skilled Nursing Facility 6 Unaffiliated Multi-specialty group 17 Unaffiliated Primary Care Practice 63 Unaffiliated Specialty Care Practice 57 Note: Respondents may indicate more than one practice type Responses by Size of Practice and Patient/Payer Mix Size of Practice Count Patient Mix (Payer Type) (>10%) Count Solo Practice 33 Commercial 249 2 – 5 Providers 87 Medicare 252 6 – 10 Providers 50 Medicaid 175 11 – 20 Providers 35 VA/DoD 18 > 20 Providers 67 Self-Pay 87 Not Applicable 3 Unsure 5 EHR Use by Practice Size Solo 2-5 6-10 11-20 < 1 year 1 3 1 1 1-3 years 8 11 5 2 3-8 years 14 40 22 > 8 years 6 32 22 > 20 Total % using 6 2% 2 28 10% 11 18 105 39% 21 47 128 48% Exchanging ToC Documents Sending Receiving No Plans / None 30 11% In next 12 months 29 11% < 12 months 82 30% 127 46% > 12 months 134 49% 148 54% Volume of ToC Documents Received None 1-5 6-10 11-20 20 Blank % any Hospital Discharge 53 67 63 40 41 11 80 % Referral Request 101 75 23 20 35 21 60 % Consult 51 61 35 49 60 19 80 % Home Health 135 45 25 26 17 27 46 % Long Term Care / SNF 158 50 14 11 12 30 36 % Behavioral Health 154 63 15 5 7 31 37 % Notes: 1) volume of ToC documents per month 2) % any excludes blank responses Incorporation Count % Personally Incorporate some discrete clinical data 91 33 % Someone in practice is assigned to incorporate 68 25 % EHR automatically incorporates discrete clinical data 53 19 % Review ToC as a document only 121 44 % Notes: 1) respondent may select more than one answer 2) % is of the 275 respondents General Issues Count % No Issues 16 6% Too Much Information (I want to receive less) 153 56 % Information that I need is missing 127 46 % Organization or structure makes it difficult to use 202 73 % Needs summary 158 57 % I do not receive them in a timely fashion 85 31 % Notes: 1) respondent may select more than one answer 2) % is of the 275 respondents Hospital Discharge Preference Indicate your preference for Hospital Discharge ToC documents: Prefer Neutral Disagree Limited Information form current hospitalization 68 % 17 % 15 % Same information as traditional discharge summary 81 % 13 % 6% All information from the current hospitalization 15 % 18 % 67 % All information from all hospitalizations 11 % 15 % 75 % Notes: 1) Prefer includes Strongly Prefer, Prefer 2) Disagree includes Disagree and Strongly Disagree 3) average of 255 respondents Hospital Discharge Experience Indicate the percentage of Hospital Discharge ToC documents that have the following: None <50 % >50 % Limited Information from current hospitalization 20 % 46 % 34 % All information from current hospitalization 27 % 42 % 31 % All information all hospitalizations 59 % 32 % 9% Missing Important information for patient care 10 % 47 % 43 % Notes: 1) excludes blank and N/A responses 2) average of 225 respondents Ambulatory ToC Preference Indicate your preference for ambulatory (e.g. referral/consult) ToC documents: Prefer Disagree All information from the current ambulatory visit 81 % 19 % Limited information from all ambulatory visits (e.g. new or changed information only) 87 % 13 % All information from all ambulatory visits 38 % 62 % Notes: 1) Prefer includes Strongly Prefer, Prefer and Neutral 2) Disagree includes Disagree and Strongly Disagree 3) average of 235 respondents Ambulatory ToC Experience Indicate the percentage of ambulatory (e.g. referral/consult) ToC documents that have the following: None <50 % >50 % All information from the current ambulatory visit 11 % 39 % 49 % Limited information from all ambulatory visits (e.g. new or changed information only) 18 % 65 % 17 % All information from all ambulatory visits 44 % 41 % 15 % Missing Important information for patient care 16 % 55 % 29 % Notes: 1) excludes blank and N/A responses 2) average of 216 respondents Value – Hospitalizations (Discharge Summary/Continuity of Care) ToC Please indicate for each category of information the value to your practice from Hospital Discharge ToC documentation Section Valuable Admission Diagnosis Advance Directives Allergies / Intolerances 82 % 60 % 81 % Section Family History Functional Status History of Past Illness Valuable 27 % 58 % 49 % Section Payer Information Plan of Treatment Problems Valuable 24 % 89 % 83 % Encounters 42 % History of Present Illness 84 % Procedures 89 % Chief Complaint / RoV 85 % Hospital Consultation 86 % Results 90 % Discharge Diagnoses 92 % Hospital Course 81 % Review of Systems 24 % Discharge Diet 41 % Immunizations 57 % Social History 34 % Discharge Instruction 68 % Medical Equipment 41 % Vital Signs 53 % Discharge Medications 94 % Mental Status 60 % Notes: 1) Valuable includes Valuable and Necessary Responses 2) average of 263 respondents Value – Ambulatory Encounters (Consult/Progress Note/Continuity of Care) ToC Please indicate for each category of information the value to your practice from ambulatory visit ToC documentation Section Valuable 53 % Advance Directives Allergies / Intolerances 78 % 91 % Assessment Section Immunizations Instructions Interventions Valuable 55 % 66 % 79 % Section Valuable Plan of Treatment Problems Procedures 91 % 83 % 86 % Chief Complaint / RoV 88 % Medical Equipment 44 % Results 88 % Diagnosis 96 % Medications 96 % Review of Systems 30 % Encounters 45 % Mental Status 53 % Social History 36 % Family History 31 % Nutrition/Diet 39 % Subjective 50 % Functional Status 51 % Objective 54 % Vital Signs 59 % History of Past Illness 46 % Payer Information 28 % History of Present Illness 82 % Physical Exam 66 % Notes: 1) Valuable includes Valuable and Necessary Responses 2) average of 255 respondents Preference – current Hospitalization ToC Please indicate for of information you wish to receive for each category Section Last Only First/Last All for x days All Functional Status 51 % 30 % 11 % 8% Hospital Studies/Results 22 % 31 % 11 % 37 % Plan of Treatment 51 % 13 % 12 % 23 % Procedures 17 % 7% 12 % 65 % Results 25 % 29 % 11 % 34 % Review of Systems 66 % 20 % 7% 7% Vital Signs 48 % 35 % 10 % 9% Notes: 1) average of 253 respondents Preference – prior Hospitalization stays included in the ToC Please indicate for of information you wish to receive for each category for each prior hospital stay Section Last Only First/Last All for x days All None Functional Status 38 % 13 % 7% 2% 40 % Hospital Studies/Results 31 % 11 % 8% 17 % 34 % Plan of Treatment 43 % 9% 8% 8% 32 % Procedures 28 % 5% 7% 29 % 31 % Results 37 % 11 % 7% 14 % 31 % Review of Systems 36 % 11 % 4% 2% 47 % Vital Signs 38 % 14 % 5% 4% 39 % Notes: 1) average of 249 respondents Preference – Ambulatory Visits Please indicate for of information you wish to receive for each category Section Current visit only Current and x prior visits All visits Functional Status 77 % 18 % 5% Plan of Treatment 74 % 16 % 9% Problems 64 % 19 % 17 % Procedures 52 % 22 % 27 % Results 65 % 20 % 14 % Review of Systems 87 % 8% 5% Vital Signs 79 % 15 % 6% Notes: 1) average of 248 respondents Hospital Toc Medication Information Preference Necessary Useful Never Use Ambulatory medications a time of admission 50 % 38 % 12 % Medications administered during hospital stay 22 % 60 % 17 % Medications active or prescribed at discharge 89 % 9% 2% Experience Always Receive Occasionally Receive Never Receive Ambulatory medications a time of admission 24 % 56 % 20 % Medications administered during hospital stay 22 % 52 % 26 % Medications active or prescribed at discharge 60 % 31 % 9% Notes: 1) average of 256 respondents Ambulatory Toc Medication Information Preference Necessary Useful Never Use Active medications at time of visit 68 % 26 % 6% New medications prescribed during visit 89 % 9% 2% Medications discontinued during visit 83 % 15 % 2% Medications discontinued during last year 15 % 58 % 27 % All previously discontinued medications 10 % 44 % 46 % Always Receive Occasionally Receive Never Receive Active medications at time of visit 43 % 49 % 8% New medications prescribed during visit 52 % 40 % 8% Medications discontinued during visit 31 % 55 % 14 % Medications discontinued during last year 5% 38 % 57 % All previously discontinued medications 4% 31 % 65 % Experience Notes: 1) average of 251 respondents Alternative Approach All Currently receiving ToC Prefer sender to limit information 107 39 % 106 39 % Prefer more information and better display/incorporation capability 168 61 % 168 61 % 1 2 3 4 5 No Resp User defined summary 3% 1% 8% 19 % 29 % 40 % Table of contents with links 1% 3% 10 % 18 % 26 % 41 % Drag and Drop 3% 3% 6% 18 % 29 % 41 % Automatic incorporation 3% 3% 8% 17 % 27 % 42 % Duplication detection 1% 3% 3% 16 % 37 % 40 % Notes: 1) totals may not equal 100% due to rounding 2) 53 respondents provided suggestions Comments and Follow-up Count Percentage Contact information 52 19% Willing to participate 137 50% 14 10% 21 8% Providing contact information Provided exit comments