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Integrated Rubric in Electronic Medical Record for Evaluation Code Selection in Outpatient Rehabilitation Craig Lee. PT, DPT 2018 MPTA Spring Conference

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Integrated Rubric in Electronic Medical Record for Evaluation Code Selection in Outpatient RehabilitationCraig Lee. PT, DPT

2018 MPTA Spring Conference

Objectives

Understand the historical perspective of therapy evaluation

Be familiar with the evaluation code severity classification

Gain insight into one unique education application for evaluation code selection

Learn about metacognition and its role in evaluation code selection

See the result of using metacognition in choosing evaluation code severity

Acquire strategies to impact correct evaluation code selection

Prepare for future implications of evaluation code selection

Historical Perspective

Physical Therapy started as reconstruction aides in the US

Began working in “out patient” settings

Missouri Delegation proposes PT evaluation

2013 CMS proposes severity classification for therapy evaluations

2016 final rules are published

2017 implementation of 3 severity levels for evaluation codes

Areas impacting complexity

History

Examination

Presentation

Clinical Decision Making

History

Age

Gender

Genetic factors

Cultural preferences Personality and attitudes Lifestyle

Social background

Education

Coping styles

Profession

Physical factors (handedness or BMI)

Environmental factors

Previous level of function

PT Treatment history

Examination

Body Structures:

Organs

Limbs

Joints

Ligaments

Tendons

Body Functions:

Mental

Sensory

Pain

Voice & speech

Neuromusculoskeletal

Movement-related

Activity limitations:

Executing tasks & actions

Self care

Meal prep

Personal hygiene

Participation restrictions: in IADLS such as in the community, church, charity work, etc.

Presentation

Stable & uncomplicated

Evolving with changing characteristics

Evolving with unstable and unpredictable

Increasing symptoms

Complicating and changing factors

Decision Making

Patient’s age

Time since onset of injury/illness/exacerbation

Mechanism of injury

Past med & sx hx

Co-morbidities and their impact on improvement

Prior level of function

Current level of function

Status of current condition

Patient’s cognitive status and safety concerns

Patient’s motivation

Patient’s home situation

Objective examination findings

Goals and goal agreement with the patient

Rehab potential (prognosis) and probable outcome

Expected progression of the patient

Evaluation Code Severity Classification

Low Complexity No personal factors and/or comorbidities that impact the plan

of care

Exam of body system(s) using standardized tests & measures addressing 1-2 elements from any of the following: body structures and functions, activity limitations, &/or participation restrictions

Stable and/or uncomplicated characteristics

Low complexity using standardized patient assessment instrument and/or measurable assessment of functional outcome

Evaluation Code Severity Classification

Medium Complexity 1-2 personal factors and/or comorbidities that impact the

plan of care

Exam of body systems using standardized tests & measures in addressing a total of 3 or more elements from any of the following body structures and functions, activity limitations, &/or participation restrictions

Evolving clinical presentation with changing characteristics

Moderate complexity using standardized patient assessment instrument and/or measurable assessment of functional outcome

Evaluation Code Severity Classification

High Complexity 3 or more personal factors and/or comorbidities that impact

the plan of care

Exam of body systems using standardized tests & measures addressing a total of 4 or more elements from any of the following: body structures and functions, activity limitations, and/or participation restrictions

Unstable and unpredictable characteristics

High complexity using standardized patient assessment instrument and/or measurable assessment of functional outcome

How did you educate staff?

History

Analyze the patient’s

medical and therapy

history

Low, Moderate, or High?

ExaminationEvaluate physical

impairments, activity limitations, and

participation restrictions

Low,

Moderate, or

High?

Presentation

Analyze clinical

presentation

Low,

Moderate, or

High?

Clinical Decision Making

Determine the clinical

decision making skills

required

Low,

Moderate, or

High?

Metacognition

What is it?

awareness and understanding of one's own thought processes.

"cognition about cognition", "thinking about thinking", "knowing about knowing", becoming "aware of one's awareness" and

higher-order thinking skills. … can take many forms; it includes knowledge about when and how to use particular strategies for

learning or for problem-solving.

Process to implement

Key Components Customizable EMR Large enough to devote staff to the process

PLANNING 2-3 months Leadership approval

Development Consultation with software engineers

Testing 4-6 weeks

TRAINING!

Roadblocks

Report errors

Inability to sign notes

Confusion

So What?

Prediction

Predicted Results

Outcome

Low Med High

Q1 46.70% 44.90% 8.60%

Q2 41.10% 50.50% 8.40%

Q3 38.30% 47.10% 7%

Q4 42.10% 50.10% 7%

0.00%

10.00%

20.00%

30.00%

40.00%

50.00%

60.00%

Q1 Q2 Q3 Q4

Eval Code Results

Low Med High

Why are our choices important?

Now and in the future?

Accuracy is key now Assessment of the education process

Sets baseline data

Complexity does not impact reimbursement now but it likely will in the future

Significant changes in code selection in the future could be the red flag that results in review

Potential for fraud and abuse claims

Conclusions Education is Key

Metacognition

Accuracy is important to avoid future pitfalls

This process is complex and multifactorial

References

APTA. (2016). Quick Guide to the 3 Levels of Physical Therapy Evaluation.

Retrieved from American Physical Therapy Association: http://www.apta.org/uploadedFiles/APTAorg/Payment/Reform/NewEvalCodesQuickGuide.pdf

APTA. (2016). New Physical Therapy Evaluation and Reevaluation CPT Codes.Retrieved from American Physical Therapy Association: http://www.apta.org/PaymentReform/NewEvalReevalCPTCodes/

Childs JD, Whitman JM, Sizer PS, et al. (2005). A Description of Physical Therapists’ Knowledge in Managing Musculoskeletal Conditions. BMC Musculoskeletal Disorder, 6, 32.

Current procedural terminology CPT. (2011). Chicago, IL: American Medical Association.

Dicaprio, M. R., Covey, A., & Bernstein, J. (2003). Curricular Requirements For Musculoskeletal Medicine In American Medical Schools. The Journal of Bone and Joint Surgery-American Volume, 85(3), 565-567.

Gawenda, R. (2017, February 13). New Evaluation Codes and Percentages. Retrieved from Gawenda Seminars: https://gawendaseminars.com/2017/current-news-posts/new-evaluation-codes-and-percentages/

Guide for Professional Conduct. (2006). Physical Therapy, 86(1), 153-156.

Guide to physical therapist practice. (2003). Alexandria, VA: American Physical Therapy Association.

References

Higgs J, Jones M, (1995). Clinical Reasoning in the Health Profesions.Boston: Butterworth-Heinemann.

Jensen, G., Gwyer, J., Shepard, K., & Hack, L. (2000). Expert Practice in Physical Therapy. Physical Therapy, 80(1).

Medicare Payment Advisory Commission. June 2013 Report to the Congress: Medicare and the Health Care Delivery System. (2013, June). Retrieved March 12, 2017, from http://www.medpac.gov

Pinkston, D. (1986). Twenty-first Mary McMillan Lecture. Physical Therapy, 66(11), 1739-46.

Smith, G. I. (2016). Basic current procedural terminology and HCPCS coding. Chicago, IL: AHIMA Press.

Standards of practice for physical therapy and the criteria. (2006). Physical Therapy, 86(1).

The revised APTA code of ethics for the physical therapist and standards of ethical conduct for the physical therapist assistant: Theory, purpose, process, and significance. (2010). Physical Therapy, 90(5), 803-24.

continued

THANK YOU!

[email protected]