pdgm provider action plan - trella health · stage 1 stage 2 stage 3 stage 4 stage 5 stage 6 mo. 1...

PDGM PROVIDER ACTION PLANPurpose: To effectively plan for PDGM, every provider must understand its agency-wide strengths, weaknesses, market opportunities and business threats based on an analysis of market data, clinical data, operating history, financial condition and components of the payment structure that will most affect operations. Based on analysis of agency characteristics, a work plan with measurable goals must be developed and adopted.

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GATHER DATA — WORK PLAN W/KPIs

LEADERSHIP TEAM PRIORITIES

IDENTIFY ACTIONS AND TIMELINES TO SUPPORT PLAN

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TRAINING AND TESTING — KPI REFINEMENT

MEASUREMENT PERIOD — REPORTING IN KPIs

ADDITIONAL PROCESS REFINEMENT — PDGM GO LIVE

ONGOING MONITORING OF RESULTS

Schedule meeting for quarterly reviews of PDGM planning, progress and issues.

SALES AND MARKTING TEAM PRIORITIES

Analyze market share by PDGM referral category and referral patterns in the service area.

LEADERSHIP TEAM PRIORITIES

Develop and review a PDGM work plan – measurements/KPIs and team assignments.

SALES AND MARKTING TEAM PRIORITIES

Analyze SNF discharges and LOS, determine SNFs with high readmits and target them.

LEADERSHIP TEAM PRIORITIES

Identify operating hurdles and contingency plans.

SALES AND MARKTING TEAM PRIORITIES

Analyze hospital discharge patterns and adherence rates for HH discharges – Identify targets.

LEADERSHIP TEAM PRIORITIES

Review PDGM compliance – how utilization and coding changes will be tracked and handled.

SALES AND MARKTING TEAM PRIORITIES

Identify procedures that may no longer be inpatient only procedures – Alert Intake.

LEADERSHIP TEAM PRIORITIES

Review staff positions and compensation arrangements – adjust for new workflows.

SALES AND MARKTING TEAM PRIORITIES

Identify competitor trends to determine if opportunities exist to shift market share.

LEADERSHIP TEAM PRIORITIES

Review PDGM preparations, readiness and ongoing challenges/issues – Complete quarterly.

SALES AND MARKTING TEAM PRIORITIES

Develop a marketing plan with measurable goals aimed at PDGM and performance metrics.

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