IT Systems & Services

IT Systems & Services

This training will be focused on IT Systems & Services for the Capitated Preparedness Payment Project (CP3). The attendees will largely be clinics that have volunteered to participate as pilot sites. Based on requests from members we are now opening these trainings up to the full CPCA membership. If your organization is participating in the pilot but perhaps not your site and you want to learn more about the pilot we encourage you to attend these trainings. If you just want to learn more about how processes and systems would change in an alternative payment model these trainings are for you. We would be thrilled to have you join your colleagues and the CP3 team as we learn from our content experts Bluenovo. 

Notes: Each health center’s EMR could be different and also  configured differently and outside resources may be required to assess EMR infrastructures to determine whether they satisfy the pilot’s needs. Additionally, some IT functions may be outsourced and clinics may need to validate their outsourcing entity’s processes. Finally, pilot sites may require certain IT functions or capabilities that non-pilot sites may not require. Clinics need to consider how to provide pilot sites with the necessary functions given that it is difficult to customize capabilities for a single site or small subset of sites.

Objectives. Participants will learn what role Information Technology (IT) & Health IT will play in meeting the goals of the CP3 program.  Additionally, attendees will gain an understanding of key CP3 technology-related requirements so that they conduct informed planning within their organizations.  Within the limits of current EMR functionality, participants will also receive guidance for EMR configuration, customization, workflows, and policies/procedures to support CP3.  Sessions will cover:

  1. Managing alternative communication methods, including appointment reminders, patient portal, texting, email, member outreach, and electronic pre- & post-visit follow-up
  2. Documenting and tracking nontraditional  touches such as telemedicine visits, group visits, virtual visits, home visits, and community health worker outreach
  3. Supporting exchange of information with outside healthcare and social services (e.g. referrals, hospital, outside providers, pharmacy, social services)
  4. Supporting provider and team panel management, team-based care and management of continuity of care
  5. Segmentation of patient population by risk of certain outcomes
  6. Support for any new workflows specifically tied to CP3 or population health management
  7. Support for infrastructure and inputs into analytics and population health management tools
  8. Integration of clinical decision support tools with nontraditional touches
  9. Impact of nontraditional touches on existing or planned IT infrastructure, connectivity and phone systems

Curriculum Description

  1. Alternative Communication Methods
    1. Automating patient communication
    2. Texting – EMR capabilities vs. third party
    3. Patient portal management – beyond enrollment
    4. Designing a secure email environment
    5. Designing a process for electronic patient follow-up
    6. Developing campaigns for patient outreach
  2. Nontraditional Touches & Clinical Decision Support
    1. Essential elements to be captured in nontraditional touch encounters
    2. Configuration of nontraditional touch documentation within the EMR
    3. Planning for future telemedicine & virtual visits
    4. Infrastructure & technology requirements
    5. Configuring EMR clinical decision support tools to be available at all times
  3. Information exchange & empanelment
    1. Identify what information exchange needs to occur for CP3
    2. Understanding current data exchange capabilities
    3. Planning for future ways to exchange data
    4. Defining rostering & panel management
    5. Supporting panel management within the EMR
    6. Facilitating workflows that support continuity of care
  4. Segmentation & analytics
    1. How to define at-risk populations (health, cost, etc.)
    2. How to utilize EHR & reporting tools to stratify populations by risk
    3. Developing input mechanisms (templates, forms, etc.) to capture data accurately for reports
    4. Working with your analytics team to validate reports
    5. What’s coming down the road – predictive analytics

Suggested team member participants:  C Suite (CIO, COO), IT Staff, Social Services, Population Health Management, Reporting and Analytics Staff, Patient Engagement

If you have any dietary restrictions, please email Charlotte Reische, at

10/3/2017 9:00 AM - 4:30 PM
Delhi Center 505 East Central Ave Santa Ana, CA 92707 UNITED STATES

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