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Personal Health Records: An Overview First in a 3-part Series March 5, 2008 Presenters: David Lansky Markle Foundation Markle Foundation John Halamka Beth Deaconess Israel Medical Center Moderator: Teresa Zayas Cabán Agency for Healthcare Research and Quality
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Page 1: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Personal Health Records: An Overview First in a 3-part Series

March 5, 2008

Presenters:

David Lansky Markle FoundationMarkle Foundation

John Halamka Beth Deaconess Israel Medical Center

Moderator:

Teresa Zayas Cabán Agency for Healthcare Research and Quality

Page 2: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Functions, Architecture, Emerging Issues

Presenter:

David Lansky Markle Foundation

Page 3: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

ory

Retrieving Your Health Information

Hospital X Pharmacy Q Pharmacy R

Hospital Y

Laborat

Primary Care Doctor

Specialist Doctor

School Nurse

Payer Data Center (health plan, Medicare)

Laboratory

Home Monitoring

Device

3

Page 4: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

urseLaborato

Being Your Own Information Hub

Hospital X Pharmacy Q

Pharmacy Data Hub

Pharmacy R

School N

Hospital Y Hospital System

Data Hub

Laboratory

Personal Health Record

Primary Care Doctor

Specialist Doctor

School Nurse

Payer Data Center (health plan, Medicare)

ry

Home Monitoring

Device

4

Page 5: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

an – m on e cans

National Landscape - 2008

• President’s 10-year commitment (2014?)

• HHS: American Health Information Community – Consumer Empowerment “Breakthrough”

• Congress – Carper, Porter bills for federal employees; Brownback Health Record Banks

• AHIP AHIP and BCBS d BCBS – 100 100 million Americans Am• illi ri

• Global internet companies – Microsoft, Google, Intuit …

• Major employers – IBM, PepsiCo, Wal-Mart, Dossia

• Major providers – VA, Kaiser, Partners

• Consumer organizations – AARP, American Heart…

Page 6: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

PHR Services Today • Patient education, self-care content and consensus guidelines

• Secure messaging

• Appointment scheduling and reminders

• Preventive service reminders

•• Adherence messaging Adherence messaging

• Patient diaries (pain, symptoms, side effects)

• Longitudinal health tracking tools (charts, graphs)

• Drug interactions checking

• Financial information, such as Explanation of Benefits

• Rx refills

Page 7: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

There is strong interest among consumers in using health information technology to more fully participate in their own

health care.

Statement % Yes

Check for mistakes in your medical record.

Check and fill prescriptions.

Get results over the Internet.

Conduct secure and private email communication with your doctor or doctors.

Now let's imagine that a new secure online service was made available to you allowing you to locate your medical records and view them through your own secure online "personal health record" account. Now I am going to read you some things this secure online "personal health

record" service would allow you to do after I read each item, please tell me, yes or no, whether or not you would use this secure online "personal health record" service for each activity.

Source: Markle Foundation survey October 2005 - http://www.phrconference.org/assets/research_release_101105.pdf

Page 8: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Despite these high levels of support for health information technology, keeping electronic medical information private and

secure remain chief consumer concerns.

Statement % Absolute Top Priority

The identity of anyone using the system would be carefully confirmed to prevent any unauthorized access or any cases of mistaken identity.

An individual would be able to review who has had access to their personal health information. access to their personal health information.

Only with an individual’s permission could their medical information be shared through this network.

Employers would NOT have access to the secure health information exchange networks.

I am going to read you different attributes that could be part of this exchange or network and I would like you to rate the importance of each. As you respond, please keep in mind that not every attribute can be a top priority.

Source: Markle Foundation survey October 2005 - http://www.phrconference.org/assets/research_release_101105.pdf

Page 9: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

The Many Flavors of PHR – c. 2008

1. Institutional/IDN provider portal (e.g., Epic)

2. Individual provider portal (e.g., Medem)

3. Untethered – USB, desktop, PDA (e.g., CapMed)

4.4. Populated from claims data (e.g., Aetna)Populated from claims data (e.g., Aetna)

5. Population oriented (e.g., LifeLedger)

6. Condition oriented (e.g., PeopleLikeMe)

7. Service oriented (e.g., MyPyramidTracker)

8. And… health 2.0 sites (e.g., SophiasGarden)

Page 10: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

What Do We Know About Adoption and Use?

• Provider portals reach 15-50% of patients to whom offered – Computer skilled – High users (visits, meds)High users (visits, meds)

• Most other approaches with small uptake, except incentivized (e.g., IBM - $150)

• Transactions heavily used • Specialized products seem to have more user

interest

Page 11: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

40%

 

 

 

   

   

chro

nic

Chron

ic

chro

nic

Chron

ic

chro

nic

Chron

ic

People Vary in their Preference for PHR media

40%

50%

60%

70%

80%

90%

100%

0%

10%

20%

30%

Age 65+ Age 45­64 Age 18­44

Not interested

Web site

Portable device

PC hard drive

Paper

As of 3/07, 29% of seniors reported

Non-

Non-

Non-

regular use of the Internet. (65% of people age 50-64)

Source: Markle Foundation survey 2004: http://www.connectingforhealth.org/resources/wg_eis_final_report_0704.pdf

Page 12: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

      

    

  

 

Business data streams

What about me?

Sources of information about Millie

of Millie’s information

Millie

Millie’s Apps

Page 13: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

   

        

         

   

Consumer data streams of Millie’s information

Personal Health Data Requested

Millie Using PHR Consumer Access Services Health Data Source

Personal Health Data Received

Page 14: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

   

   

   

   

   

 

      

   

Consumer data streams

Personal Health Data Requested

Consumer Using PHR Health Data Source

Consumer Access Services

Health Data Source

Consumer Using a Different PHR

Personal Health Data Received

Page 15: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Doctor’s Office Millie’s Apps

Hospital

Mobile Phone Millie Using PHR

Health Plan

Consumer Access Services

Blood Pressure Consumer Using

Device a Different PHR    Retail Pharmacy

Global Internet Brands  PBM 21st Century Consumer and Others Health Care Institutions

Page 16: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

 

 

   

 

 

 

 

   

 

 

      

   

 

Consumer data streams

Doctor’s Office Millie’s Apps

Hospital

Hospital System

Employer Sponsored

(Aggregator) Mobile Phone Millie Using PHR

Health Plan

Consumer Access Services

Blood Pressure Consumer Using

Device a Different PHR Claims Warehouse Retail Pharmacy

(Aggregator)

PBM

Page 17: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

con ence

Creating a networked PHR environment that achieves

sustainable consumer fidconfidence

Page 18: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

for them as network users.

           

                 

                    

                  

Individual Consumers Will Need Mediating Bodies to Facilitate their

Access to the Network Functions:

• Distribute services to populations of consumers.

• Issue individuals’ identity credentials and “vouch” for them as network users.

• Help consumers access and aggregate their personal health data and connect with various services.

• Assure that network­wide policies (e.g., privacy and information practices) are followed.

Page 19: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

• Consumer ortals e. ., Goo le, Yahoo

Potential Sponsors of Consumer Access Services

• Affinity groups (e.g., AARP, labor unions)

• “Retail” PHR providers (e.g., WebMD, Intuit, Medem)

• Consumer portals (e.g., Google, Yahoo)( g g )p

• Data clearinghouses (e.g., SureScripts)

• Retail pharmacies (e.g., Walgreens, Wal-Mart)

• Health plans (e.g., AHIP, BCBS)

• Provider organizations (e.g., VA, Kaiser Permanente)

Page 20: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

the network

Keys to Success?

• Defining a Consumer Access Service that is trusted by consumers

• Defining a Consumer Access Service that is trusted by other participants on the network

• Determining minimum necessary privacy and security policies and practices

Page 21: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

onsumer contro o n ormat on s ar ng,

Needed Policy Framework for Consumer Access Service

• Does HIPAA address privacy and security concerns?

• Authentication • Authorization • Consent and notification • C l f i f i h i• Consumer control of information sharing,

including audit • Rules for secondary use, data mining • Annotating and editing data • Data management systems • Governance, transparency, remedies

Page 22: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle
Page 23: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Big Questions – 2008

• Will Consumer Access Services succeed? • Will common information practices create a

trustworthy environment? • Will data holders release data to the new

intermediaries – or become aggregators intermediaries – or become aggregators themselves?

• Will high-value consumer applications emerge? • Which business models will emerge?

Page 24: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Patient Controlled Health Records: National, Regional, and Local Update

Presenter:

John D. Halamka Beth Israel Deaconess Medical Center

Page 25: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Themes

• National Perspective from HITSP

• New Vendor products

• BIDMC's Patientsite

Page 26: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

HITSP and the PHR

• What standards were chosen?

• What is the impact on architecture?

• What are the next steps?

Page 27: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

rrative & tab

ular

rrative & tab

ular

N N

CCD: collection of templates that represent the core content for healthcare summary documents CDA: foundation standard enabling the definition of templates for a broad range of healthcare documents

TT

TT

A CDA based document compatible with CCD

A CCD based documentCCD

YY

YY

N

aarrative&

tabu

lar

XX

X

narrative

. . . .

Naarrative

&tab

ular

ZZ

ZZ

n

arrative

Mode of

transport

Discharge

Diagnosis

Chief

Com

plaint

Allergies

Problem

s

Meds

Personal Info

Insurance

TTememplplate cate contentontent frfromom CCRCCR

CDA

Page 28: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

New Vendor Products

• Dossia/Indivo

• Google

• HealthVault

Page 29: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

t e wo es a out prov er an pat ent

PatientSite

• Patientsite over the past 5 years

• 2.5 million transactions and 40,000 monthly patient users

• All h rri b id d i• All the worries about provider and patient information overload have not occurred

Page 30: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle
Page 31: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Patient Access to Record

• What should they see?

• When should they see it?

• Who else should have access?

• How should we present it?

Page 32: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

– umer c ata

Personal Health Record

• Patient-entered and maintained

• Data types: – Text

N i d– Numeric data

– Documents and other objects

Page 33: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Educational Partners

• PreOp – Patient Education

• UpToDate – Provider Edition

• UpToDate – Patient Edition

• Medical Dictionary

• Multum – medication information database

• Lab Test Online

Page 34: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Messaging Volume

• Clinical messages: 27.8*

• Prescription renewals: 3.1*

• Referrals: 2.1*

• Appointment requests: 2.6*

*monthly volume per 100 patients

Page 35: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Patients

• 57% female

• Median age ~43

• 4% over 70 years old

Page 36: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

– e erra s o pe a s

Patient Drivers • Secure Messaging with Provider • Access to Medical Records • Convenience

– Request Appointments – Medication Refills – R f l t S ci list Referrals to Specialists – Review Bills Online

• Education – Disease specific content by experts at CareGroup – Links to medication information – Personalized drug interaction information

Page 37: Personal Health Records: An Overview · 2013. 6. 25. · Personal Health Records: An Overview First in a 3-part Series March 5, 2008. Presenters: David Lansky Markle Foundation Markle

Summary

• The ideal PHR prepopulates data from hospitals, clinics, payers, labs, and pharmacies

• HITSP will help catalyze PHR • HITSP will help catalyze PHR interoperability among stakeholders

• New vendor products will enable patients to be stewards of their own data


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