corporate documents in m2

Corporate Documents in M2

Ms. Dawn SextonKennell and Associates

[email protected]

Objectives

Objectives:After completing this session the attendee

can:1. Describe the process of retrieving a

corporate report.2. If an M2 user, retrieve and modify a

corporate report.3. List TMA corporate reports.4. Use TMA Corporate Report

documentation.

FOR OFFICIAL USE ONLY2

Corporate Reports in M2

• Envisioned as a method for dissemination of reports.

• Purposely not tied to IT development or other approval processes.• Intended for rapid turnaround if needed.

• Reports are developed by authorized functional users.• TMA, TROs, and Service HQ were given the

authority to identify report writers.

• TMA has published many reports• Resource Management and Chief Medical Officer



• There has always been a set of corporate reports in M2

• With the implementation of DeskI, many of the reports have been better organized• To include multiple pre-built tables for easier

analysis of the data

• And many new reports have been added, especially in the clinical area.


If you’ve used corporate reports before, they

have changed!

Corporate Reports Handbook

• Most of the TMA Corporate Reports have been documented in a handbook.

• The handbook includes:• List of all reports• Purpose• Tips on how to use • List of data elements• List of data filters



For a copy:• Download from M2• Or email Dawn at [email protected]


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in TMA/HA folder

M2 tutorial is 1st section of Handbook

Retrieving Corporate Reports



• To use the corporate reports, you must first log on to M2 DeskI.

• Once in DeskI, hit file/import from repository.



Navigate to the directory that you’d

like to retrieve a report from.


Ensure Folders is clicked or you won’t

see the reports listed!


Select the report you want and click Retrieve Instance! to get the latest refresh of the report

If ‘Retrieve Instance’ is greyed out, that means there aren’t multiple instances

Corporate Documents

• Once you click retrieve, M2 will think for a bit while it retrieves the report you selected.

Some reports already contain data• Last update date is displayed• Just hit refresh if you’d like more current data

and it’s available in the database. Other reports contain user prompts

• The user is asked a question, such as “which MTF”, or “what year”.

• The handbook indicates whether each report is prompted.


Using M2 Corporate Documents

• Use the M2 Data Dictionary to understand code-sets associated with pre-built reports

• Select the tab that corresponds to the data source for the report

• Can be obtained from report handbook

• For most elements, the M2 DD will list the values:• Most can be obtained directly from M2 DD• Others are available as appendices to the DD• Some are available in M2 reference tables• Others may only be available via Internet Search or other

source.

• To download the M2 DD go to: http://www.tricare.mil/ocfo/BEA/functional_specs.cfm


http://www.tricare.mil/ocfo/BEA/functional_specs.cfm

http://www.tricare.mil/ocfo/BEA/functional_specs.cfm

Available Reports


Case Management/Medical Management

Reports


Case Manager MEPRS Full Time Equivalent Staffing Report Case Management CAPER Summary Number of Patients in Case Management Case Management Patient Health Care Summary Medical Management Patient Health Care Summary Medical Management Heavy ER Users Report Medical Management Preventable Admission Report Medical Management Percentage of Total Admissions that are Preventable Report Medical Management Preventable Admission List Report Medical Management Enrollees with Diabetes and HbA1c Tests Report Medical Management Inpatient Utilization Rates Report Medical Management Outpatient Utilization Rates Report Medical Management Prescriptions for Enrollees Report Medical Management Length of Stay Review Report Medical Management Referral Heavy Providers Report

Case Management Reports

• Case Management FTEs (How many Case Managers are there?)

• Case Management Patient List (How many patients are in CM?)

• Case Management CAPERs • Health Care Summary (What care are the case

managed patients receiving?)

• Includes Inpatient and Outpatient, Direct and Purchased Care, ER and SDS.


Case Management Reports

• All case management reports assume that the MTF is following coding guidance in Appendix E of the UBU Coding Guidelines for case management.• MEPRS codes must be FAZ2, ELAN or ELA2• Diagnosis Codes must indicate

start/continuation or stop of CM services (V4989*)

• Procedure code must indicate the CM acuity of the patient (G Codes)

• The data in these reports serves as the basis for a report to Congress on MHS CM.


Case Management Patient List

Let’s walk-through using a corporate document with a prompted filter.

We’ll review this report: Number of Patients in Case Management

• tma.rm.cm.patientlist.rep• Lists patients in Case Management at an MTF

you specify when you run the report, for the specified time period

• Patient-level report• Shows patient’s acuity level (1-5) with start

and end dates18


Reports

You assist the clinical chief at your MTF. She is concerned about staffing for case management and whether it is adequate. Using the data from January 2012, she wants to know: How many patients were in case management? How many case managers were managing

them? What is the staffing-to-patient ratio for case

management? Does this seem appropriate for the case load

and acuity levels?


From the Corporate Documents Handbook

2.3.3 Report 3: Number of Patients in Case Management 1. Report Name: tma.rm.cm.patientlist.rep2. Report Description: Creates a list of patients that are in case

management for a desired period at a desired case management location.3. Data Source: M2 / Health Care Services /Case Management4. Data Elements in Report:

• Case Management DMIS ID• Case Management DMIS ID Military Service• Case Management DMIS ID Name• Case Manager ID 1• Case Manager ID 2• Case Manager ID 3• Person ID• Acuity Level Begin Date• Acuity Level End Date• # of Records



5. Filters:• Acuity Level Begin Date is less than or equal to the latest date in the

period for which you want data• Acuity Level End Date is greater than or equal to the earliest date in

the period for which you want data• Case Management DMIS ID is a prompted filter

6. Notes/Comments:• Ease of Update: Easy• Users should input the dates for which they want a list of patients. For

example, if the user wants a list of patients in case management in April 2009, then the user would enter 4/1/2009 in the first date prompt and 4/30/2009 in the second date prompt.



Prompts you for info


5/26/2011 4/30/2012

8/15/2011 7/30/2012

12/6/20102/29/2011

1/5/2012 2/28/2012

10/13/2011 6/30/2012

11/28/2011 2/28/2012

10/15/2011 1/31/2012

12/17/2011 5/31/2012

Populated report based on how the user answers the prompt

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You canSlice and Dice any

report!


Reports

Heavy ER Users report• tma.ocmo.medmgmt.heavy_er.rep• Contains person-level ER utilization• Prompts for MTF Service Area

= 40-mile radius around any MTF• Direct Care & Purchased Care


ER - Session# AN-W-3-C on Wed

Allison Russo


Reports

Heavy ER Users report• Excessive use of ER

For an MTF population – likely means access problem

For certain individuals – may need Case Management or may be

unenrolled

• TMA counts a higher # ER visits for Purchased Care• Consultation E&M Codes are counted as an additional

ER visitFOR OFFICIAL USE ONLY

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Person ID

Heavy ER Users report

Top 2 ER users at this Navy MTF


Reports

Medical Management Patient Health Care Summary• tma.ocmo.medmgmt.healthcare.summary.re

p• Contains patient-level healthcare utilization

information• Combines data from many sources:

• Purchased Care Institutional• Purchased Care Non-Institutional• Direct Care Inpatient• Direct Care Ambulatory• Pharmacy

• Prompts for Person IDFOR OFFICIAL USE ONLY

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Some data sources might not return data for the Person ID you entered -- that’s OK.


Electronic Event Record Report

Individual tabs detailing history by source


Person ID

Data Quality Reports

Inpatient Reporting ComplianceAmbulatory Reporting Compliance, WWR BenchmarkAmbulatory Reporting Compliance, Appointment Benchmark Ambulatory Reporting Compliance, Action ReportUngroupable MS-DRGsUnspecified Provider SpecialtyInvalid Provider IDDirect Care Pharmacy CostsPercent AHLTACAPER Workload (B Codes) with No StaffImproperly Coded Case Management Acuity Level Records - Child LevelImproperly Coded Case Management Acuity Level Records - Parent LevelMTF Laboratory Records - Child LevelMTF Laboratory Records - Parent LevelMTF Radiology Records - Child LevelMTF Radiology Records - Parent Level


Data Quality Reports

• Data Completeness (is all my workload reported?)

• Inpatient and Ambulatory• Improper reporting (is my workload reported

correctly?)

• Ungroupable MS-DRGs, Unspecified Provider Specialty Codes, Improperly Coded Case Management Acuity Levels

• Lab and Rad records (is my ancillary workload consistently reported?)

• Child and Parent Level

• % of Encounters Captured in AHLTA• CAPER Workload with No Staff


CAPER CompletenessAction Report

• Provides record level report of missing CAPERs

• Includes MTF and Appointment Identifier so that MTF may retrieve information about missing records and fix the problem!

• Also includes estimate of lost RVUs due to lack of CAPER

• Prompted filter report:– Data not already run; user is prompted to

enter MTF DMISID; then report runs


CAPER CompletenessAction Report

• Let’s walk-through using a corporate document without a prompted filter.

• Ambulatory Reporting Compliance, Action Report

• Shows missing coded CAPERs = charity care! • No PPS $ credit• By program (ACV Group), Year, Month and

Bencat• Contains things like record ID, service date,

MEPRS code, provider ID = actionable



2.2.5 Report 5: Ambulatory Reporting Compliance, Action Report 1. Report Name: tma.rm.dq.dcop.rep.comp.actionrep.rep (PROMPTED REPORT)2. Report Description: This report can be used to identify particular records where the

appointment has been reported as completed, but the CAPER has not been received. This report includes data elements such as the appointment ID number, the MEPRS code, the provider ID, and an estimate of what the RVUs would have been had the record been received (based on previous reporting at the MTF for that type of appointment).

3. Data Source: M2 / Health Care Services / Direct Care / Professional Encounters (CAPER) / Professional Encounters

4. Data Elements in Report:• Fiscal year and fiscal month• Treatment DMIS ID• Compliance Status• Provider ID• Service Date• MEPRS 3 Code• Record ID



• PPS Potential Earnings• Encounters• Enhanced Work RVU (13)• Enhanced Practice Expense RVU (13)• Enhanced Total RVU (13)

5. Filters:

• MEPRS 1 Code equal to “B” or MEPRS 3 Code is equal to “FBN”• Treatment DMIS ID=Prompted Filter• Compliance Status=”I”• Provider Specialty not between 910 and 999• FY greater than or equal to 2009

6. Notes/Comments• Ease of Update: Easy• This is the action report for the prior report, • Effective FY10, the M2 'PPS Earnings' shown here reflect the PRIOR YEAR rate structure and are to be

used only as an estimated dollar amount. Enhanced RVUs are now used for PPS and thus accurately represent workload as used for PPS. Due to this, PPS Earnings for Physical Therapy will be underestimated and ER will be overestimated.

• Should you desire reporting at a “higher level” than what is displayed, in the query panel open up each query panel and drag over additional data elements. Please note that adding additional elements not found in both files will affect the report display if brought in to the report. Upon making any changes, you can save the report to your local hard drive, but that will not replace the report in corporate documents.

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Sliced and Diced to remove the FM and other columns

Then sort to see highest RVU per MEPRS Code at top

Medical Management Reports

Provider Radiology Profile Report•For a given condition (e.g. low back pain), what % of tests ordered by a given provider are

• MRI• CT Scan• X-ray• Ultrasound

•Enter desired FY and diagnosis• Diagnosis should be entered as wildcard, e.g.

7242% (low back pain)


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Add in Number of Services

Medical Management Reports

Provider Radiology Profile Report•Procedure Codes have been grouped (MRI, CT, US or X-ray) using the Clinical Classifications Software (CCS) for ICD-9-CM

http://www.hcup-us.ahrq.gov/toolssoftware/ccs/ccs.jsp

•If codes show up ungrouped in the report, either group into “other”, or use CCS.

•Analyst Resources track Wed- AN-W-2-D - Resources such as reference information, data, or

grouping software that can be helpful to analysts.


Financial Management Reports


MTF Service Area Population MTF Inpatient Workload Report MTF Ambulatory Workload – Child Level Report MTF Ambulatory Workload – Parent Level Report Enrollee Inpatient Profile – Child Level Enrollee Inpatient Profile – Parent Level Enrollee Ambulatory Profile – Child Level Enrollee Ambulatory Profile – Parent Level MTF Pharmacy Workload – Child Level Report MTF Pharmacy Workload – Parent Level Report Enrollee Pharmacy Profile – Child Level Enrollee Pharmacy Profile – Parent Level High Level Inpatient Summary High Level Ambulatory Summary Catchment Area Population PRISM Area Population Enrollment Report – Child Level Enrollment Report – Parent Level High Level Pharmacy Summary High Level Enrollment Summary Productivity – RVUs per FTE

MTF-Focused Reports

• Reports about production at an MTF (parent and child level):• MTF Inpatient Workload: By MS-DRG,

Bencat, ACV Group, MDC• MTF Pharmacy Workload: by Therapeutic

Class Code, Bencat, ACV Group, Age Group• MTF Ambulatory Workload: By MEPRS Code,

Bencat, ACV Group, MDC• MTF Provider Productivity: By MEPRS Code




High Level Enrollment Trends report•tma.rm.finmgmt.high_level_enr_trends.rep•Contains MHS-wide data with information about enrollment

• FY & FM• Enrollment Site Military Service• Ben Cat Common• ACV and ACV Group• Enrollee Count

•Pre-populated with data, auto-refreshes beginning of each month•Manipulate to fit your needs:

The Raw Data tab can be manipulated using “Slice and Dice” to create many reports.

Some useful reports are already created in separate tabs, and are described in the Handbook.

The beginning user will find the pre-made reports easy to use, while the advanced user will enjoy the flexibility of creating their own reports from the Raw Data Tab.

•Use Slice and Dice tool to filter for your needsFOR OFFICIAL USE ONLY

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Right-click any tab > Duplicate Report

Sliced and Diced new tab to show ACV Group instead of ACV

What now?•How can I give M2 data to a non-M2 user?

• Copy and paste into Excel or another application• PHI – take proper precautions and follow protocol

• For more information, contact me [email protected]

• Chart function in Excel


mailto:[email protected]



High Level Enrollment Trends report

From M2, hit “edit / copy all” to put on clipboard


Simply paste into spreadsheet software

WYSIWYG; keeps your changes



High Level Enrollment Trends report Chart was createdin Excel

Using M2

• Reports can be manipulated in M2 using “slice and dice” tool• Similar to a pivot table

• Reports can be modified by users• This won’t change the corporate document• But will give the user their own modified copy

to use.

• Data can be exported:• Many different formats• This means you can use M2 data with other

tools.FOR OFFICIAL USE ONLY

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Using M2

• There are two courses that TMA sponsors that focus on teaching how to use corporate reports.

• Data Quality Course• Advanced Medical Management Course

• Navy sponsors two courses also:• TRICARE Financial Management Education

Program• Foundations in Analytics

• The WISDOM course provides more “how to use M2” education, but is not focused on corporate reports.


Questions


corporate documents in m2

Documents

use tma corporate report

set of corporate reports

new reports

dissemination of reports

list tma corporate reports

report handbookfor

m2 user

m2 deski