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practice element: Practice Patient Dr. X (solo practitioner, admin and clinical assistants) Ms. Jones, 67 y.o. woman with diabetes electronic practice management no EMR, contracted eprescribing web program registry standard and diagnostically targeted preventive and condition-specific monitoring (medical examinations & tests) and interventions; managed by clinical assistant intake history and evaluation *** (not mentioned) Advanced Medical Home Model cases (ACP policy monograph) Dr. Y (3 physician and 1 APRN Dr. Z (multi-specialty group group practice; admin and practice; admin and clinical clinical assistants not specified) assistants not specified) Mr. Smith, 42 y.o. man with Mrs. Murphy, 85 y.o. woman with asthma, erratic participation in type II diabetes, congestive heart medical care, and 3 ER visits in failure, atrial fibrillation, mild 4 months with last visit 6 dementia, multiple medications months ago EMR, practice management EMR, practice management with with integrated registry integrated registry functions, functions, clinical decision clinical decision support function, support function, online online appointment scheduling and appointment scheduling, automated appointment reminders, referrals, medication refills, and referrals, medication refills, order Personal Health Record (PHR) entry, and secure HIE portal integrated with hospital EMR and care management system integrated into EMR implied integration into EMR phone intake by clinical assistant; on-site health questionnaire at kiosk; initial interview, initial exams, targeted health behavior interview, education, and generic targeted care plan performed and provided by clinical assistant; review of results and intake general history and physical completed by physician *** Lifelong Personal Healthcare (LPHC) cases Dr. LP, Psychologist HC (with care coordinator, admin assistant, and behavioral health clinicians) (Same for all three patients) EHR, integrated registry, clinical decision support, practice (and care) management inc. secure contact and scheduling, eprescribing, referrals, and patient portal: (PHR, HIE, as available and relevant) standard and individually targeted (diagnostic and health risks) preventive and condition-specific monitoring (medical examinations & tests) & interventions integrated in EHR; managed by care coordinator based on physician and psychologist instructions intake health screening and questionnaires (inc. electronic, with response-directed targeted follow up questions/measures); initial data gathering by physician and psychologist; joint initial treatment planning by physician and psychologist with patient and, if relevant, family practice element: scheduling compliance/ follow through appointments and tests/procedures scheduled by clinical assistant (based on physician guidance) reminders to patient (and physician?) provided by clinical assistant Advanced Medical Home Model cases (ACP policy monograph) initiated by patient, clinical managed and tracked by EMR monitoring/registry function, or physician with timely reminders physician instructs assistant to review of missed appointments by remind patient based on care assistant for commonality and needs or results from monitoring potential implications, informs physician; EMR system (and remote monitoring system) monitors and reports compliance test results completion and results of tests tracked by clinical assistant, patient notification re: results by clinical assistant per physician instructions available electronically to physician and patient (PHR) available electronically to physician and identified care team members, inc. clinical assistant selfmanagement patient completion and use supervised and assisted by clinical assistant physician and patient jointly determine how to use health maintenance reminders in PHR; self-management checklist and self-evaluation prescribed by physician for patient completion self-management tracking and support provided by collaborating providers (inc. home health providers) and technology, as determined by physician Lifelong Personal Healthcare (LPHC) cases advanced access (combined planned, open access, and provider or care team generated visits and tests/procedures) care coordinator reminds and assists patient and monitors compliance with EHR support, informs providers to determine plan; psychologist intervenes to address clinical barriers to compliance care coordinator monitors completion and availability for provider visits; physician or psychologist determines (or offers) appropriate patient notification, with care coordinator administrative support physician and psychologist jointly determine selfmanagement goals, barriers, and required support; care coordinator provides and coordinates relevant logistical (and technological) support; psychologist provides clinical support (e.g., motivational enhancement, brief interventions) practice element: medical decisions Advanced Medical Home Model cases (ACP policy monograph) ordering of tests, review of targeted and individualized physician reviews care actions and results, and required medical action plan, customized management of other providers, examinations performed by educational material from EMR, manages all medical care and physician prescription of self-monitoring health status and self-care determined by physician; clinical decision support function in EMR alerts physician re: recent relevant scientific findings medical teaching self-care and compliance teaching provided by physician education re: PHR provided by physician, and joint decision made with patient on its use patientprovider relationships engagement, trusting personal relationship, support provided by physician engagement, trusting personal relationship, support provided by physician referrals referrals to other providers ordered by physician, including to in-office providers (scheduled & tracked by clinical assistant) referrals to other providers ordered by physicians; electronic two-way exchange of relevant information clinical care management *** nurse care management contracted from outside firm Lifelong Personal Healthcare (LPHC) cases physician has primary responsibility for the medical perspective on patients’ health and provides medical treatment and referrals; psychologist has primary responsibility for the behavioral perspective on patients’ health and provides brief behavioral interventions, behavioral care management, and referrals physician identifies teaching physician and psychologist needs, relevant provider (inc. home provide targeted health education health providers) offer teaching as and promotion with administrative appropriate support from care coordinator and targeted materials available through EHR engagement, trusting personal physician, psychologist, and care relationship, support provided by coordinator each has trusting, physician but also by identified supportive relationships of care team members involved by central importance with patients physician determination that support engagement and activation referrals to other providers ordered referrals to other providers by physicians electronically and by ordered by physician or phone; exchange of information psychologist with consultation via HIE (and other technology as from team (managed and tracked relevant), inc. built in alerts by care coordinator) designed by physician based on provided by psychologist as identified medical needs, with integral part of ongoing care direction to relevant providers (inc. home health providers) practice element: enhanced access (media) open access (hours) enhanced technological tools pharmacy coordination mental health and substance abuse treatment telephone contact with physician available at physician’s initiation *** *** *** *** implied: external referrals are made as need is identified Advanced Medical Home Model cases (ACP policy monograph) e-mail access for questions, phone outreach by physician and concerns, and routine other care team members as communications; phone access relevant; affiliated home health prn agency available for outreach as prescribed by physician Open access (same day visits for Managed access based on calls before 1), 2 week physician determination, maximum advance booking collaboration with affiliated providers; affiliated after-hours clinic with information integrated into practice EMR remote monitoring (and e-mail among affiliated providers, integration with EMR) available electronic consultation available (inc. video phone link to patient home via home health providers); remote monitoring (and integration with EMR) available through contract with monitoring agency; vocal reminders for patient and alerts for physician available through remote monitoring service medications and related expected *** examinations monitored by pharmacist who informs physician of relevant information, concerns *** implied: external referrals are made as need is identified *** implied: referrals are made externally or to co-located behavioral health providers as need is identified Lifelong Personal Healthcare (LPHC) cases phone, secure e-mail, and automated or PHR communication available as relevant and appropriately used advanced access and affiliated after hours services available practice-specific; immediate, routine, and consultative electronic communication available (whether e-mail, text or instant messaging, video links, etc.) pharmacy links support real-time and prn monitoring, feedback, and consultation with pharmacists psychologist and behavioral health clinicians are integrated into care team; mental health and substance abuse treatment are integrated with overall health care practice element: patient engagement and activation proactive care Advanced Medical Home Model cases (ACP policy monograph) *** implied: patient engagement and activation is supported by physician, clinical assistant, and office staff *** implied: patient engagement and activation is supported by physician, clinical assistant, and office staff *** implied: patient engagement and activation is supported by physician, clinical assistant, and office staff clinical assistant tracks participation and results of care as directed by physician, who identifies need for additional interventions active monitoring and support as identified in each patient’s individualized care plan, determined by the physician and patient together active monitoring and support as identified in each patient’s individualized care plan, determined by the physician and patient together and actively managed by the physician Lifelong Personal Healthcare (LPHC) cases patient engagement and activation are considered results of clinical care management and are supported by psychologist’s ongoing assessment and intervention as well as relationship with physician and with each care team member the care team, including the physician, psychologist, care coordinator, and patient jointly share responsibility for proactive efforts on health promotion, prevention, early identification and intervention, and management of all health and behavioral health problems, inc. chronic conditions