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Remote Monitoring and Technology-Enabled Support
Disclaimer Service has NOT been approved by CMS yet; items included in the presentation are subject to change…
Change is RequiredSolutions are NeededBudgetProjected budget deficit of 15% at minimumWorkforce instabilityDirect support professional wages down50% DSP turnover80% reporting employees on public assistancePublic DSP wages 73% higher 27,000 people on waiting listAdministratively complexUnsustainable course for individuals and system
What do we do?Everybody talks about the weather, but nobody does anything about it.Mark Twain
Remote Monitoring and Technology-Enabled Support
Administrative SimplificationsWaiver Simplification Task ForceCost Projection Tool web based applicationSingle page summary of the individual service planRedesign of existing waiver services
Proposed Waiver PilotAlignment of incentives to accomplish mutual benefitShift focus from inputs to qualityFiscal stabilityEfficiency strategiesNatural supportsStaffing patternsNew waiver services
Proposed new waiver servicesRespitePersonal emergency response systemAdult family livingRemote monitoring – focus for today’s remarks
Some Guiding PrinciplesUsefulAffordableAccessibleEasy to operate for end usersValue added
Ohio’s Proposed New Waiver Service – Remote MonitoringStatus of waiver amendmentConference calls took place with Centers for Medicare and Medicaid Services (CMS) summer 2010
Submitted IO Waiver Amendment  (October 1, 2010)
Anticipating next round of CMS questions this quarter
CMS stopped the clock on waiver amendment with questions about another service (Late 2010)
Final Rule filing process (after CMS approval; rules have been submitted to CMS)
Training and implementation (Early 2011)Remote Monitoring: Service Definition Service Definition in the IO Waiver Amendment: 	“’Remote Monitoring’ means the monitoring of an individual in his or her residence by remote monitoring staff using one or more of the following systems: live video feed, live audio feed, motion sensing system, radio frequency identification, web-based monitoring system, or other device approved by the department. The system shall include devices to engage in live two-way communication with the individual being monitored as described in the individual's ISP.”
Remote Monitoring ServiceEnsure health and safety & reduce or replace the current or future  amount of Homemaker/Personal CareOnly agency providersThree primary componentsEquipment
Monitoring staff
Off site/on call staff – backup support personRemote Monitoring Service Req’tsAt individual’s residenceStaff and individual training on remote monitoring system requiredProvided as specified in ISPBackup support paid or unpaid
Remote Monitoring Service Req’tsBackup power systems required at monitoring base and at individual’s residenceContact backup support person if system stops working for any reasonSystem for notifying emergency personnelDisclose monitoring staff : individuals receiving remote monitoring during selection process
Remote Monitoring Service Req’tsProhibited in Adult Foster Care, supported employment or non-residential habilitation settingIndividual/guardian informed consent required - all individuals remotely monitoredVisitor notification of audio/video recordingContact 911 then backup support personIndividual may request that remote monitoring system be turned off – backup support person must be on site
Remote Monitoring Service req’tsMonitoring base cannot be at residence
Timeline for backup support response in ISP
Must be done in real time, not via recording
Monitor cannot have other duties and must be awake
HIPAA compliance required to ensure appropriate access only
Data retention for 7 years when Major Unusual Incident occursRemote Monitoring Service PaymentRemote Monitoring Rates: Payment $9.83 per hour per site for paid backup (Homemaker/Personal Care provider is provider of record)Payment $6.47 per hour per site for unpaid backup “Contracting” OptionsPayment for equipment is separate
Remote Monitoring EquipmentTechnology as a serviceContact or motion sensor
Camera/web cam
RFID
Web-based monitoring system
Live video or audio feed
Ultra mobile personal computing devices
Smoke detectorsRemote Monitoring Equipment ServiceCovers a wide range of equipmentVisual indicator of equipment on and operating Can only be turned off by remote monitoring staff
Remote Monitoring Equipment ServiceEquipment can only be leasedAmounts billed for the leased equipment shall be actual; calculated based on the cost of the equipment, a reasonable maintenance and repair factor, and a useful life of at least three yearsLease amounts billed monthlyAnnual limit of $5,000 for equipment leasingCMS feedback anticipated on some issues around Remote Monitoring equipment
REMOTE MONITORING DOCUMENTATION REQUIREMENTSDate/Place of service
Name of individual receiving service
Medicaid identification number of individual
Name of provider
Provider identifier/contract number
Signature of the person delivering the service
Number of units of the delivered service or continuous amount of uninterrupted time during which the service was provided
 Group sizeIssues Specific to Recipients of Remote MonitoringIndependenceCommunity integrationStretch funding resourcesPrivacy issuesAppropriatenessOne example - Rusty
Remote Monitoring and Technology-Enabled Support
Issues Specific to the SystemProviders incentive not resolved
Capitalization of software, equipment, staff and individual training
Data collection on savings
Reinvest efficiency dividends
Direct care wages, benefits, training and supervision
Waiting list
State/county fiscal relief
Changing the face of how services are delivered
Importance of focusing on quality in time of diminishing resourcesPart II
Using TechnologyImprove Consumer Services/SupportsAssess Service/Support NeedsFacilitate Communication/Involvement FamiliesTeleHealth/EducationImprove Organizational Efficiency/IT IQCoordinate InformationAssess/Evaluate DSP (Direct Service Professional)Engage in Research and  DevelopmentDesign/Develop New ProductsDemonstrate Success/FailureCreate New Service ModelsAddress Waiting ListsEstablish/Develop New PartnershipsSocial Ventures
Imagine! SmartHomesBob and Judy Charles SmartHome, Boulder, COCharles Family SmartHome, Longmont, CO
The goal of the Imagine! SmartHome: Through the application of technology, we will improve the quality, efficiency and access of supportive services for individuals with developmental and other disabilities in a permanently affordable, cost effective, and energy efficient community setting.http://imaginesmarthomes.org

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Remote Monitoring and Technology-Enabled Support

  • 1. Remote Monitoring and Technology-Enabled Support
  • 2. Disclaimer Service has NOT been approved by CMS yet; items included in the presentation are subject to change…
  • 3. Change is RequiredSolutions are NeededBudgetProjected budget deficit of 15% at minimumWorkforce instabilityDirect support professional wages down50% DSP turnover80% reporting employees on public assistancePublic DSP wages 73% higher 27,000 people on waiting listAdministratively complexUnsustainable course for individuals and system
  • 4. What do we do?Everybody talks about the weather, but nobody does anything about it.Mark Twain
  • 6. Administrative SimplificationsWaiver Simplification Task ForceCost Projection Tool web based applicationSingle page summary of the individual service planRedesign of existing waiver services
  • 7. Proposed Waiver PilotAlignment of incentives to accomplish mutual benefitShift focus from inputs to qualityFiscal stabilityEfficiency strategiesNatural supportsStaffing patternsNew waiver services
  • 8. Proposed new waiver servicesRespitePersonal emergency response systemAdult family livingRemote monitoring – focus for today’s remarks
  • 9. Some Guiding PrinciplesUsefulAffordableAccessibleEasy to operate for end usersValue added
  • 10. Ohio’s Proposed New Waiver Service – Remote MonitoringStatus of waiver amendmentConference calls took place with Centers for Medicare and Medicaid Services (CMS) summer 2010
  • 11. Submitted IO Waiver Amendment (October 1, 2010)
  • 12. Anticipating next round of CMS questions this quarter
  • 13. CMS stopped the clock on waiver amendment with questions about another service (Late 2010)
  • 14. Final Rule filing process (after CMS approval; rules have been submitted to CMS)
  • 15. Training and implementation (Early 2011)Remote Monitoring: Service Definition Service Definition in the IO Waiver Amendment: “’Remote Monitoring’ means the monitoring of an individual in his or her residence by remote monitoring staff using one or more of the following systems: live video feed, live audio feed, motion sensing system, radio frequency identification, web-based monitoring system, or other device approved by the department. The system shall include devices to engage in live two-way communication with the individual being monitored as described in the individual's ISP.”
  • 16. Remote Monitoring ServiceEnsure health and safety & reduce or replace the current or future amount of Homemaker/Personal CareOnly agency providersThree primary componentsEquipment
  • 18. Off site/on call staff – backup support personRemote Monitoring Service Req’tsAt individual’s residenceStaff and individual training on remote monitoring system requiredProvided as specified in ISPBackup support paid or unpaid
  • 19. Remote Monitoring Service Req’tsBackup power systems required at monitoring base and at individual’s residenceContact backup support person if system stops working for any reasonSystem for notifying emergency personnelDisclose monitoring staff : individuals receiving remote monitoring during selection process
  • 20. Remote Monitoring Service Req’tsProhibited in Adult Foster Care, supported employment or non-residential habilitation settingIndividual/guardian informed consent required - all individuals remotely monitoredVisitor notification of audio/video recordingContact 911 then backup support personIndividual may request that remote monitoring system be turned off – backup support person must be on site
  • 21. Remote Monitoring Service req’tsMonitoring base cannot be at residence
  • 22. Timeline for backup support response in ISP
  • 23. Must be done in real time, not via recording
  • 24. Monitor cannot have other duties and must be awake
  • 25. HIPAA compliance required to ensure appropriate access only
  • 26. Data retention for 7 years when Major Unusual Incident occursRemote Monitoring Service PaymentRemote Monitoring Rates: Payment $9.83 per hour per site for paid backup (Homemaker/Personal Care provider is provider of record)Payment $6.47 per hour per site for unpaid backup “Contracting” OptionsPayment for equipment is separate
  • 27. Remote Monitoring EquipmentTechnology as a serviceContact or motion sensor
  • 29. RFID
  • 31. Live video or audio feed
  • 32. Ultra mobile personal computing devices
  • 33. Smoke detectorsRemote Monitoring Equipment ServiceCovers a wide range of equipmentVisual indicator of equipment on and operating Can only be turned off by remote monitoring staff
  • 34. Remote Monitoring Equipment ServiceEquipment can only be leasedAmounts billed for the leased equipment shall be actual; calculated based on the cost of the equipment, a reasonable maintenance and repair factor, and a useful life of at least three yearsLease amounts billed monthlyAnnual limit of $5,000 for equipment leasingCMS feedback anticipated on some issues around Remote Monitoring equipment
  • 35. REMOTE MONITORING DOCUMENTATION REQUIREMENTSDate/Place of service
  • 36. Name of individual receiving service
  • 40. Signature of the person delivering the service
  • 41. Number of units of the delivered service or continuous amount of uninterrupted time during which the service was provided
  • 42. Group sizeIssues Specific to Recipients of Remote MonitoringIndependenceCommunity integrationStretch funding resourcesPrivacy issuesAppropriatenessOne example - Rusty
  • 44. Issues Specific to the SystemProviders incentive not resolved
  • 45. Capitalization of software, equipment, staff and individual training
  • 48. Direct care wages, benefits, training and supervision
  • 51. Changing the face of how services are delivered
  • 52. Importance of focusing on quality in time of diminishing resourcesPart II
  • 53. Using TechnologyImprove Consumer Services/SupportsAssess Service/Support NeedsFacilitate Communication/Involvement FamiliesTeleHealth/EducationImprove Organizational Efficiency/IT IQCoordinate InformationAssess/Evaluate DSP (Direct Service Professional)Engage in Research and DevelopmentDesign/Develop New ProductsDemonstrate Success/FailureCreate New Service ModelsAddress Waiting ListsEstablish/Develop New PartnershipsSocial Ventures
  • 54. Imagine! SmartHomesBob and Judy Charles SmartHome, Boulder, COCharles Family SmartHome, Longmont, CO
  • 55. The goal of the Imagine! SmartHome: Through the application of technology, we will improve the quality, efficiency and access of supportive services for individuals with developmental and other disabilities in a permanently affordable, cost effective, and energy efficient community setting.http://imaginesmarthomes.org
  • 57. Participatory ProcessConsumer/Family InvolvementDesignSelection ProcessOutline ExpectationsHouse GuidelinesConsumer/Family SatisfactionTechnology Assessment/Evaluation
  • 58. Areas of TechnologyConsumer Specific Supportive ServicesFamily Communication and AccessOperational – Management and Line Staff (DSP) Support and InformationEnvironmental – Home Management and Monitoring Systems
  • 59. Consumer/Family SpecificUniversal Interface - UMPCEnvironmental Control SystemCommunication – VOIPRFID, IR and GPS CapableTeaching and Prompting Systems Family Information Systems
  • 60. NEEDS-DRIVEN, PERSON-CENTERED TECHNOLOGYWhat is Cognitively Support Technology?Simply, Good Design!
  • 61. Prompting Technologies for Task SupportEndeavor Desktop Environment – Task Prompter
  • 62. Prompting on Mobile DevicesAvailablePersonalized task prompting on a PDA using customizable visual and auditory step-by-step instructions with pictures or video.Visual Assistant – Mobile Device Task Prompter
  • 63. Visual Communication ToolsAvailableCognitively accessible “Skype” for desktop communication, picture-based cell-phone for mobile communication.Pocket ACE – Developed in collaboration with Univ of KansasVisual ACE – Developed in collaboration with Imagine!
  • 64. OperationalSaaS ModelManagement Interface -Browser BasedEmployee Time TrackingDSP Interface - Browser Based Automate DocumentationIncident TrendingCare PlansBilling/Utilization Multiple Platform IntegrationLMSFamily Access/Portal
  • 65. Changing Static to DynamicConsumer ActionsLearning/IndependenceDirect Care InteractionsBilling for ReimbursementNotification and PromptingHealth/WellnessFamily Involvement
  • 76. Social information StaffMembersStaff MembersManagersClientsCARE SystemManagers
  • 77. Client SummaryInformation Summary and Documentation Hub* Metrics * Communication * Quick Documentation *
  • 78. Medication Administration and prompting systemIntuitive User Interface improves efficiency and accuracyEasily manage staff and medications records from a central location or remotelyImproved compliance with Medication AdministrationImproved communication between DSP and Nursing75% reduction of medication administration errors Reduces staff training by 18 hours per residence Integrated with Pharmacy to reduce transcription errors
  • 79. Time Based Prompting System Integrates Medications, Vitals and Tasks
  • 80. Long Term GoalThrough the application of technology, we will improve access and availability of supportive services for individuals with developmental and other disabilities so that they may lead fulfilling lives in their homes and communities.
  • 81. VARIETY OF REMOTE MONITORING SYSTEMSCamerasPTZ – Fixed UnitsMotions SensorsDetect Falls/ProximitySecurity/ Health and Safety SensorsDoors/Windows - AlarmsGPS- CommunityRemote Health MonitoringRFID – Specific LocationEnvironmental ControlData - Trends
  • 82. Energy ManagementEnergy EfficiencyIntelligent Monitoring –Data Mining to Create Usage Profiles Create and Optimize Load ProfilesIntegrate Adaptive Technology with GridAgents Technology
  • 83. Current and Potential ResearchWorking with Colorado WIN PartnersIdentified 31 areas of researchQuality of LifeEffectiveness of servicesProvide Cost and Energy SavingsImproved Health and SafetyFunded through Grants
  • 84. RESEARCH QUESTIONDoes living in the Bob and Judy Charles Smarthome enhance the quality of life for the residents?Quality of Life Indicators StudiedIncreased service to customersIncreased active participation with communityIncreased communicationIncreased independenceImproved healthSatisfaction with services provided through the SmartHome
  • 85. RESULTS -CHOICES AND DECISION MAKINGThere was a large increase in residents’ perception in control of their own lives. 5 resident’s mean scores stayed the same or increased2 resident’s mean scores increased by one point1 resident’s mean scores increased by two points2 resident’s mean scores increased by 4 points1 resident’s mean scores decreased by 3 points
  • 86. RESULTS - RESPECT AND RIGHTSOverall, there was a slight increase in feeling of being respected by others around them. 4 resident’s mean scores stayed the same or increased1 resident's score stayed the same
  • 87. 2 resident’s scores increased by two points
  • 88. 1 resident’s mean scores increased by 4 points2 resident’s mean scores decreased1 resident’s mean score decreased by one point
  • 89. 1 resident’s mean score decreased by 2 pointsSUPPORTS INTENSITY SCALE – SIS OVERVIEWEvaluate and measure the type, frequency and intensity of supports needed for an individual with a developmental disability in 85 area covering the following domains:
  • 99. Collected directly from participants in a structured interview format.CHANGES IN SIS OVERALL RATINGSSIS Support Needs IndexSupport Needs Score
  • 100. PATTERNS IN SIS CHANGESPart B: Community Living ActivitiesQ1 – Getting from place to place throughout the community
  • 101. Areas of DevelopmentConsumer AssessmentIntegrating Multiple IT PlatformsDSP Training Product Development and AssessmentAdaptive EquipmentBehavioral SupportsBehavioral Patterns Recognition through Energy UsageSocial NetworkingCapturing Life HistoryRemote Monitoring Waivers
  • 102. Check us outSmartHomes -http://Imaginesmarthomes.orgFaceBook –http://www.facebook.com/pages/Imagine-SmartHomes/86609388388Twitterhttp://twitter.com/ImagineColorado
  • 103. Thoughts! Questions?Mark Davis Ohio Provider Resource Association 1152 Goodale Boulevard Columbus, Ohio 43212 614.224.6772mdavis@opra.orgGreg Wellems Imagine! 1400 Dixon Ave Lafayette, Colorado 80026 303.926.6466gwellems@imaginecolorado.org

Editor's Notes

  • #40: The CARE System collects information from disparate sources, to creates views of information relevant to each role within the support network. From staff members collect information from sensors (such as location and alert response), just in time log in of services provided, and their use of the web-based information portal. From clients we collect information about their movement throughout the environment, and also from alerts they generateManagers provide the system with definition by completing profiles of Clients, and setting appropriate alert and notification preferences. The CARE Station translates this data into information relevant to each role: actionable cues for staff members: Alerts and notifications social and health information for client contacts (the support network) Global perspective for managers
  • #41: The Client Summary brings system information together and makes it meaningful for staff members. This view brings staff members up to date on what happened since they were last on shift. They can review the last 24 hours of information collected by the system such as movement, total alerts, and time spent in bed. This is also a place to quickly read and document observations. Because the information system is web based, managers and on-call nursing staff can access the CARE portal online, and allowing the team members to consult one another with an established and accessible point of reference.
  • #48: These research questions were developed by Imagine! And Colorado WIN Partners in December of 2008.4 research areas were discussed. The research question that elicited the biggest interest to Imagine & WIN Partners was how to Enhance the quality of life for consumers. The following is a list of the areas WIN Partners addressed in our data collection and analysis. Increased service to customers – Increased active participation with community –Increased communication – Increased independence – Improved health – Satisfaction with services provided through the SmartHome-
  • #49: Measures the level of which resident has control in choosing , for example where to work and where to liveOverall, 5 out of 6 residents scores all increased, while only one resident had a decrease in score for Choices and Decision Making 1
  • #50: Measures the extent to which residents feel respected by others in their home, at work, etc.Overall, most residents scores stayed the same or increased in their feelings of respect by others from the time before they moved into the SmarthomeHowever, 2 resident’s scores decreased indicating a change in their feelings of respect by others
  • #51: Supports Intensity Scale (SIS): Identifies the type, frequency and duration of supports needed for an individual receiving services in order to complete particular tasks or participate in particular activities. This information is collected through an informal interview.SIS covers different domains, or categories, of support needed: Home Living ActivitiesCommunity Living ActivitiesLifelong Learning ActivitiesEmployment ActivitiesHealth and Safety ActivitiesSocial ActivitiesEach domain has 8 questions. For each question there are three answers that need to be addressed: 1. What type of support would be needed for that activity? 2. How frequently would that support be needed? 3. How much time in one given day would that support take?Responses to the questions are chosen from the rating key of the assessment.Type of support: “What type of support would be needed?”0=none1=monitoring2=verbal/gesture prompting3=partial physical assistance4=full physical supportFrequency: “How frequently would that support be needed?”0=none or less than monthly1=at least once a month but not once a week2=at least once a week but not once a day3=at least once a day but not once an hour4=hourly or more frequentlyDaily Support Time: “How much time in any given day would that support take?”0=none1=less than 30 minutes2=30 minutes to less than 2 hours3=2 hours to less than 4 hours4=4 hours or moreUses for SIS:Created for measuring and planning supports and services for person with intellectual disabilities. Can develop Individualized Services Plans and track and decrease or increase in support needs overtime.Plan for supports that will improve independence and quality of life. Supports refer to an array of resources and strategies including individuals, agencies, money or tangible assets, assistive devices or environments that enable people with developmental disabilities live in typical community settings. “Rather than mold individuals into pre-existing diagnostic categories and force them into existing models of service, the supports approach evaluates the specific needs of the individual and then suggests strategies, services and supports that will optimize individual functioning.”**SIS info/goals goes along with the basic tenants of the SmartHome and Imagine!. Like Sterling told me – “to rethink the way we have always thought.”
  • #52: Support Needs Index is a single score indicating the overall level of supports needed for the individual. This is done by taking the raw scores of each Activity Subscale as ranked during the interview. Then using Standard Scores and Percentiles as noted in Appendix 6.2 to get to the Composite Standard Score (Appendix 6.3). These numbers represent the overall support needs of each individual from Round 1 which was administered prior to the residents moving into the SmartHome (Range from 2006-2008) and Round 2 which was administered August 2010, 1 year after moving into the SmartHome. Mandy – Increase of 3 (47-50)Rae – Decrease of 15 (18-3)Gerald – Remained the same (82)John – Decrease of 3 (7-4)Rebecca – Remained the same (13)Chris – Decrease of 41 (55-14)Donna – Decrease of 2 (37-35)Lana – Decrease of 12 (14-2)
  • #53: Part B: Q1 – Getting from place to place throughout the communityHandheld GPS Device (UMPC) – Not rugged enough.Rae – Time 1: 7 (2,2,3), Time 2: 0 -**SmartHome staff know what factors resulted in this change?Chris – Time 1: 11 (3,4,4), Time 2: 0 – Possible result of the UMPC?Lana – Time 1: 8 (3,2,3), Time 2: 0 – SmartHome staff know what factors resulted in this change?***PICTURE OF TECH BEING USED – UPMC being used by Chris