tracking)test)utilization) management)cases)and) metrics ...€¦ · 2/7/2017  · march8&–...

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Tracking Test Utilization Management Cases and Metrics for Iterative Process Improvement Gillian W. Hooker PhD, ScM, CGC Concert Genetics ACMG Annual Clinical Genetics Meeting March 812, 2016 Tampa, Florida

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Page 1: Tracking)Test)Utilization) Management)Cases)and) Metrics ...€¦ · 2/7/2017  · March8&– 12,2016&•&Tampa,Florida Utilization&Management&End&Outcomes& • Dollarsspent/saved&

Tracking  Test  Utilization  Management  Cases  and  Metrics  for  Iterative  Process  Improvement  Gillian  W.  Hooker  PhD,  ScM,  CGC  

Concert  Genetics

ACMG  Annual  Clinical  Genetics  MeetingMarch  8-­‐12,  2016  ·∙  Tampa,  Florida

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• Paid  Employee  of  Concert  Genetics

Conflict  of  Interest  

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Utilization Management programs aim to provide patients with diagnostic tests that are appropriate to the patient, high-quality, and cost-effective.

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

A  Utilization  Management  Framework

4

PatientOutcome

Order  Error  Rate

Dollars  SpentInstitution

Clinician

Patient

BackgroundFactors

InstitutionCulture

ClinicianAttitudes

PatientAttitudes

Test  ordering  decision  

Sample  Processing&  Review  

Test  Resulted

Outcomes

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Utilization  Management  End  Outcomes  • Dollars  spent/saved  

-­‐ Pre-­‐post  design-­‐ Costs  avoided1,2

• Errors/Errors  avoided  – Duplicate  testing  – Inappropriate  testing3

• Patient  outcomes-­‐ Diagnostic  yield  4

-­‐ Actionable  results    

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

A  Utilization  Management  FrameworkIntervention  Points

6

Test  ordering  decision  

Institution

Clinician

Patient

InstitutionCulture

ClinicianAttitudes

PatientAttitudes

Sample  Processing&  Review  

Test  Resulted

PatientOutcome

Error  Rate

Dollars  Spent

BackgroundFactors

Decision SupportFormulariesPrivileging

Review RedirectionRestriction

Education and marketing

Page 7: Tracking)Test)Utilization) Management)Cases)and) Metrics ...€¦ · 2/7/2017  · March8&– 12,2016&•&Tampa,Florida Utilization&Management&End&Outcomes& • Dollarsspent/saved&

ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Intervention  Points  &    Metrics  to  Define  Intervention  Success  • Attitudes– Provider  satisfaction  

• Decision  Making  – Test  ordering  patterns5

• Review  1,2,3

– Tests  reviewed– Potential  costs  saved  at  review  

7

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

A  Utilization  Management  Framework

8

Test  ordering  decision  

Institution

Clinician

Patient

InstitutionCulture

ClinicianAttitudes

PatientAttitudes

Sample  Processing&  Review  

Test  Resulted

PatientOutcome

Order  Error  Rate

Dollars  Spent

BackgroundFactors

Outcomes

Page 9: Tracking)Test)Utilization) Management)Cases)and) Metrics ...€¦ · 2/7/2017  · March8&– 12,2016&•&Tampa,Florida Utilization&Management&End&Outcomes& • Dollarsspent/saved&

ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Tracking

Page 10: Tracking)Test)Utilization) Management)Cases)and) Metrics ...€¦ · 2/7/2017  · March8&– 12,2016&•&Tampa,Florida Utilization&Management&End&Outcomes& • Dollarsspent/saved&

ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Challenges  to  Tracking  Cases  and  Metrics:Market  Dynamics  

Net New Tests to the Market 2014-2015

On average, 8-10 new tests enter the market every day.

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Challenges  to  Tracking  Cases  and  Metrics:Workflow

DxEMR

LIMS

ReferenceLaboratory

scan

SpecimenProcessing

Sendout Lab

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Finding  and  Collecting  UM  Data  

• Where  is  the  data?  – EMR  – LIMS  (pending  logs)  – Billing  – Reference  Lab  Reports– Other?    

• What  data  to  collect?  

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Key  UM  Data  Points

NSGC TUSC Committee“Establishing Genetic Test Review at Your Institution”

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Strategies  To  Continually  Track  Cases  and  Data  

• Consider  feasibility  of  questions  and  impact  of  potential  outcomes  

• Mechanisms  to  track  – balancing  workflow  and  documentation  – Spreadsheets  – Access  databases  – Integrating  data  collection  into  the  platform  for  ordering  and  tracking  results  (GeneConnectTM)  

• Establish  reporting  periods  and  intended  audience

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Controlling  Costs  with  Increasing  Volume  

3 month 9 month6 month

Test Volume

Per Test Cost

- 50% increase in volume

- 30% decrease in per test cost

- No change in overall costs

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Looking  Ahead

• Who  will  do  all  of  this  work?      

• Won’t  utilization  management  work  itself  out  of  a  job?    

• What  happens  when  everyone  just  gets  their  whole  genome  sequenced?  

Utilization management may be a mechanism to scale the expertise of those trained in genetics.

Testing is changing so rapidly, utilization management must change and adapt with it.

See above.

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

Acknowledgements  

Concert  Genetics  Team  – Cheryl  Hess  – Dan  Kauke– Nick  Tazik– Taylor  Murphy– Jud  Schneider

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ACMG  Annual  Clinical  Genetics  MeetingMarch  8  – 12,  2016  •  Tampa,  Florida

References  1. Riley,  J.,  Procop,  G.,  Kottke-­‐Marchant,  K.,  Wyllie,  R.,  Lacbawan,  F.  (2015)  'Improving  

Molecular  Genetic  Test  Utilization  through  Order  Restriction,  Test  Review,  and  Guidance.'    J  Mol  Diagn,  vol.  17,  no.  3,  pp.  225-­‐229.

2. Dickerson,  JA,  Cole,  B,  Conta,  JH,  Wellner,  M,  Wallace,  SE,  Jack,  RM,  Rutledge,  J  &  Astion  ML  2014,  ‘Improving  the  value  of  costly  genetic  reference  laboratory  testing  with  active  utilization  management’,    Arch  Path  Lab  Med,  vol.  138,  pp.  110-­‐113.

3. Miller,  C,  Krautscheid,  P,  Baldwin,  E,  Tvrdik,  T,  Openshaw,  A,  Hart,  K  &  LaGrave,  D  2014,  'Genetic  Counselor  Review  of  Genetic  Test  Orders  in  a  Reference  Laboratory  Reduces  Unnecessary  Testing',  Am  J  Med  Genet, vol.  164A,  pp.  1094-­‐1101.

4. Shashi,  V,  McConkie-­‐Rosell,  A,  Rosell,  B.,  Schoch,  K.,  Vellore,  K.,  McDonald,  M.,  Jiang,  Y.,  Xie,  P.,  Need,  A.,  Goldstein,  D.(2014)  ‘The  utility  of  the  traditional  medical  genetics  diagnostic  evaluation  in  the  context  of  next-­‐generation  sequencing  for  undiagnosed  genetic  disorders’  Genet  Med  vol.    16(2)  176-­‐182.  

5. Feldman,  LS,  Shihab,  HM,  Thiemann,  D,  Ardolino,  M,  Mandell,  S  &  Brotman,  DJ  2013,  ‘Impact  of  providing  fee  data  on  laboratory  test  ordering:  a  controlled  clinical  trial’,  JAMA  Internal  Medicine, vol.  173,  no.  10,  pp.  903-­‐908.