-
takeheart.ahrq.gov/sites/default/files/2021-10/TAKEheart%20Module%206_Care%20Coordination_Final%20sxf.pdf
January 01, 2021 - discharge to
the start of the first session
Requires collaboration between
inpatient and outpatient … and outpatient staff
Should start as soon as possible following
inpatient discharge
Requires acknowledging … What Other Data is Needed? … Time from discharge to enrollment
Are eligible patients missing, which ones and
why? … Understand the Catchment Area
What Other Data is Needed?
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takeheart.ahrq.gov/sites/default/files/2021-08/TAKEheart_Module%204_Data+Slides%2008-02-21%20sxf.pdf
January 01, 2021 - of current data before making changes
Automatic Referral
Report Benefit
All eligible patients at discharge … Provides information about the
pool of potential patients
Patients referred at discharge
based on … Inpatient Referral Measure
20
PARTICIPANTS
REFERRAL
MEASURENumerator:
Number of eligible inpatients … referred to outpatient CR
program
Denominator:
Number of inpatients
discharged with appropriate … attending initial visit
Denominator:
Number of inpatient
referrals received by the CR
program
-
takeheart.ahrq.gov/sites/default/files/2021-12/Module%208%20Implementing%20Effective%20Care%20Coordination%20Deck%20(1).pdf
January 01, 2021 - training and policy materials to facilitate care coordination
enhancements
Monitor and use data … Educate the patient and family in plain language about the
patient's condition, the discharge process … •Develop, document and communicate standardized processes for:
► Confirming the discharge referral … • Percent of eligible patients referred - Inpatient CR
•! … • Percent of inpatients receiving a CR education visit -
Inpatient CR
•!
-
takeheart.ahrq.gov/sites/default/files/2021-08/TAKEheart%20Module%205%20Automatic%20Referral_Final%20%20(2)%20sxf.pdf
January 01, 2021 - Developed a deep understanding of current workflow processes
for referrals, care coordination and data … collection to prepare
for redesign
Module 4
• Explored the value of data to support the implementation … CR
Best
• AR + patient
conversation +
scheduling the
patient for the
first CR visit
prior to
discharge … VS
OUTPATIENT
Inpatient and Procedures
Discharge order set
Outpatient
Care encounter
NOTE: These … HOW: Use of the “Opt-out” Feature:
Inpatient/Procedure Setting:
32
PARTICIPANTS
Inpatient / Procedure
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takeheart.ahrq.gov/sites/default/files/2022-07/TAKEheart%20Module%20_Implementing%20Care%20Coordination_Original%20sxf%20v3%20CL.pdf
January 01, 2022 - Develop training and policy materials to facilitate care coordination
enhancements
3 Monitor and use data … Educate
Educate the patient and family in plain language about the
patient’s condition, the discharge … patient self
management (Module 9)
Cultural sensitivity training
Part 4
Monitoring & Using Data … integrate
care
coordination
•Develop performance measures
•Define success criteria
•Analyze data … CR
Percent of inpatients receiving a CR education visit –
Inpatient CR
Time from Referral to Enrollment
-
takeheart.ahrq.gov/sites/default/files/2021-07/TAKEheart%20Module%203%20Understanding%20Workflow%20Processes_FINAL%20sxf_0.pdf
January 01, 2021 - 13
Where Should You Focus: Inpatient CR & Procedures
14
PATHS TO CR
How to Map Key Processes … What does it take to capture the data you need?
Are new data capture processes needed? … Workflow
Enrollment
Staff visit and talk about CR post-
procedure
Call to be made to patient post-discharge … expectation, not a suggestion, by
the physician
Cardiac Rehab appointment is scheduled prior to
discharge … Where Should You Focus: Inpatient CR & Procedures
How to Map Key Processes
Flowchart
Breaking The
-
takeheart.ahrq.gov/sites/default/files/2022-01/TAKEheart_Module%203_Understanding%20Workflow%20Processes_Slide%20Deck_FINAL.pdf
January 01, 2022 - Completion
of CR
The CR Workflow Process
TAKEheart Foundational Processes
Where Should You Focus: Inpatient … CR & Procedures
12
PATHS TO CR
Inpatient CR Procedures
Outpatient/Ambulatory
Care
Physician practices … Current Workflow Processes: Data
19
PARTICIPANTSMAPPING
DATA COLLECTION
Mapping the data collection … CR post-
procedure
➢ Call to be made to patient post-discharge
Completion
➢ “Drop out” without follow-up … expectation, not a suggestion, by
the physician
➢ Cardiac Rehab appointment is scheduled prior to
discharge
-
takeheart.ahrq.gov/sites/default/files/2022-01/TAKEheart_Module%203_Understanding%20Workflow%20Processes_Implementation%20Guide_FINAL.docx
January 01, 2022 - Secondary audience: Non-team cardiac clinicians, discharge planners, care coordinators, hospital leadership … and/or procedures to outpatient CR
· Care coordination workflow processes from inpatient/procedures … to outpatient CR
· Data collection processes from inpatient/procedures to outpatient CR
STEP 1: Continue … Data
Where does your data reside?
What does it take to capture the data you need? … Are new data capture processes needed?
Who oversees different aspects of data collection?
-
takeheart.ahrq.gov/sites/default/files/2021-07/TAKEheart_Module%203_Understanding%20Workflow%20Processes_Implementation%20Guide_FINAL_0.pdf
January 01, 2021 - Secondary audience: Non-team cardiac clinicians, discharge planners, care coordinators, hospital
leadership … to outpatient CR
• Data collection processes from inpatient/procedures to outpatient CR
STEP 1: … o Map data processes to show what data is collected and how and where it is stored,
what reports and … o Design processes to collect inpatient referral metrics. … Data
Where does your data reside?
What does it take to capture the data you need?
-
takeheart.ahrq.gov/sites/default/files/2022-05/TAKEheart_Module%203_Understanding%20Workflow%20Processes_Implementation%20Guide_FINAL.pdf
January 01, 2022 - Secondary audience: Non-team cardiac clinicians, discharge planners, care coordinators, hospital
leadership … to outpatient CR
• Data collection processes from inpatient/procedures to outpatient CR
STEP 1: … o Map data processes to show what data is collected and how and where it is stored,
what reports and … o Design processes to collect inpatient referral metrics. … Data
Where does your data reside?
What does it take to capture the data you need?
-
takeheart.ahrq.gov/sites/default/files/2021-10/Implementation%20Guide_Module%206%20_FINAL%20sxf%20CL.pdf
January 01, 2021 - appropriate care coordination activities in place to support the full span of
patient needs beginning in the inpatient … Whether they are performed
by inpatient staff or the outpatient CR program, optimal processes include … Creating a letter to give to patients at
discharge introducing CR is an example of an easy fix that … agencies and short-term rehabilitation facilities to track eligible medically complex
patients after discharge … verification
Plan for tracking eligible
patients discharged to a post-
acute care setting following an
inpatient
-
takeheart.ahrq.gov/sites/default/files/2021-08/Implementation%20Guide_Module%205%20_FINAL%20(1).pdf
January 01, 2021 - • Determined the data necessary to support automatic referral. … TAKEheart focuses on creating an automatic referral system from the inpatient/procedural
environment … • Data analytics coordinator: manages the collection and interpretation of data to support
automatic … When:
For referrals from the inpatient/procedure environments, it is recommended that the automatic … referral be built into the discharge order set.
-
takeheart.ahrq.gov/sites/default/files/2022-02/TAKEheart%20Module%209%20Deck.pdf
January 01, 2022 - Workflow processes and activities throughout the
continuum of care
Phase I CR
Inpatient … and/or
Procedures
Discharge
(and
Community)
Referrals
Phase II CR
Outpatient
Scheduling … Educate the patient and family, using plain language, about the
patient's condition, the discharge … educated
Lacking insurance
26
• Geography (just a few of many examples):
o Data … Adam agreed to be our CR ambassador to give provider level
endorsement of CR to patients prior to discharge
-
takeheart.ahrq.gov/sites/default/files/2022-07/AHRQ%20TAKEheart_Module%209_final%20sxf.pdf
January 01, 2022 - 8
Phase I CR
Inpatient
and/or
Procedures
Discharge
(and
Community)
Referrals
Phase II CR … Educate
Educate the patient and family, using plain language, about the
patient’s condition, the discharge … 26
• Geography (just a few of many examples):
o Data on zip codes of most frequent and eligible patients … Adam agreed to be our CR ambassador to give provider level
endorsement of CR to patients prior to discharge
-
takeheart.ahrq.gov/sites/default/files/2020-03/Implementation%20Guide_Mod2_NoEmbed_03-12-20%20sxf.pdf
January 01, 2020 - implementing automatic referral with care coordination
Secondary audience: Non-team cardiac clinicians, discharge … different members of the team for
status updates on the Action Plan tasks, sharing information and data … Map out the hospitals current CR process from time of
referral/discharge to appointment and identify … Develop a protocol for clinician to clinician hand-off to
inpatient/rehabilitation CR programs to … Data labor hours for data management and analysis
Additional headcount
• Hold a Meeting to
-
takeheart.ahrq.gov/sites/default/files/2021-08/Implementation%20Guide_Module%204_Final%2008-02-21%20sxf.pdf
January 01, 2021 - TAKEheart is focused on automating referrals from the
inpatient/procedural environment. … a CR education visit
Understanding who has and who has not received an education visit
prior to discharge … CPT codes and ICD-10
diagnosis and procedure codes, patient age, date of admission and discharge are … discussed: there may be issues your team needs to
clarify (e.g., should it really be admitted date versus discharge … The only data that matters are data that you USE.
-
takeheart.ahrq.gov/sites/default/files/2022-04/TAKEheart%20Module%207%20Implementation%20Guide.%20(3).pdf
January 01, 2022 - TAKEheart focuses on creating an AR order set from the
inpatient/procedural environment to outpatient … o If using a default order set or discharge smart set, are
providers able to work around these orders … Is the provider writing timely CR orders so that the patient can
receive education about CR before discharge … Action: Example:
• Providers will enter a cardiac rehabilitation order for each patient flagged during discharge … Referral Data."
-
takeheart.ahrq.gov/sites/default/files/2021-07/Implementation%20Guide_Module%201_2_FINAL%20(1)%2006-10-21%20sxf.pdf
January 01, 2021 - Secondary audiences: Non-team cardiac clinicians, discharge planners, care coordinators, hospital
leaders … o Other CR staff (if applicable)
• Plan for coordination across inpatient and outpatient settings by … • Establish data and monitoring plan. … • Data can illuminate any gaps and areas to concentrate on to improve those outcomes. … o Data labor hours for data management and analysis
o Additional headcount
Key Resources:
Appendix
-
takeheart.ahrq.gov/resource-center/articles
January 01, 2021 - attention to the impact of physical and psychological conditions, as depressive symptoms, on long-term post-discharge … Quality Improvement
Referral Rates for Cardiac Rehabilitation Among Eligible Inpatients … Leadership
Sex and Racial Disparities in Cardiac Rehabilitation Referral at Hospital Discharge … Rehabilitation After Percutaneous Coronary Intervention, Coronary Artery Bypass Surgery, and Valve Surgery: Data