EHN 2022AnnualReport 9DIGITAL - Flipbook - Page 17
Streamlining pre-visit planning
One of the important pieces of work we do at EHN is prepare Pre-Visit
Planning forms for primary care facilities, which help them with Annual
Wellness Visits (AWVs).
These forms are requested by payors and are filled
out by each clinic or provider for each patient as
part of an AWV. EHN began doing Pre-Visit Plans
(PVPs) for every AWV patient in 2022.
Quality Supervisor Christine McClurg says, “The
purpose is to bring forward quality opportunities or
care gaps that need to be addressed and help with
diagnoses to be reviewed during the visit.” However,
early on, the work was hugely labor intensive.
Senior Population Health Data Analyst Miranda
Tomuro noticed, one month, that she was hearing
everyone complain about how long PVPs took
to complete. “There was a month at the office
where, if you talked to anyone, there were a lot of
conversation about PVPs.”
The original form was a Word document, formatted
in the style of the end document that would go
to providers. Each Coder or Quality Specialist
would visit five separate sources to find needed
information for each PVP. They would manually
copy and paste information, such as, patient name,
date of birth, which care gaps were applicable for
the upcoming visit, etc.
Miranda noted that most of the resources the
Coders and Quality Specialists were already using
were in Excel. She got access to their lists, and
instead of working through a Word doc, recreated
the same document but as an Excel file. She coded
the Excel file through the use of Visual Basic to
automatically pull from the other Excel files to
populate the needed fields. There is still a review
phase required by Quality Specialists and Coders,
but Miranda has saved two days’ work each week
from each of our Quality Specialists and hours of
work from each Coder. In total, she has saved well
over the work of 1 FTE.
Moving forward, Miranda is collaborating with
Senior Quality Specialist Evan Boog-Scott who is
tailoring the new system to the specific needs of
the Quality team. Evan says, “With the template and
its continued updates, we have been able to create
hundreds of forms a week efficiently and reliably.”
“There was a month at the office where, if you talked to anyone, there
were a lot of conversation about PVPs.”
MIRANDA TOMURO, SENIOR POPULATION HEALTH DATA ANALYST
2022 Annual Report
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