Engagement Call Lists

Overview

The integration of roster data with EMR data allows for seamless analysis of calendar year seen rates, providing Sanitas operations teams with valuable insights. These insights empower the teams to create smart call lists, enabling proactive outreach to roster patients who have not yet completed their primary care visit for the calendar year.

By leveraging this integrated data, Sanitas operations teams can prioritize patient engagement efforts and ensure that no patient falls through the cracks. The dashboard provides summary counts, offering a quick snapshot of the patient population and their visit status. Additionally, the dashboard allows for the download of corresponding lists based on applied filters, facilitating targeted communication and follow-up.

This streamlined approach ensures that Sanitas can efficiently manage patient care, optimize resource allocation, and enhance patient satisfaction. By proactively reaching out to roster patients, the operations teams can promote timely and comprehensive healthcare delivery, closing care gaps, and improving overall health outcomes.

With the power of integrated roster and EMR data at their fingertips, Sanitas operations teams can drive patient engagement and effectively support the ongoing care of roster patients throughout the calendar year.

Metric Definitions

• Inclusion Criteria: Include all rosters, all payers and all states

• Unique Consumers: Number of unique people in the rosters. If the roster has a member with 2+ member IDs, it only counts once

• Unique Members: Number of unique members based on the master member ID. The master member ID comes from the roster member ID and any other elements that need to be concatenated (e.g., -01) to develop a unique member ID

• Qualifying Visits: Primary Care + Urgent Care visits as defined in the cohort_appt_type_definitions (primary care visit, telehealth phone, telehealth video and urgent care visit). You can contact the Sanitas data team to get the latest appointment types managed table.

• Seen Status (priority order):

  • Seen This Calendar Year - a consumer who has a Qualifying Visit in the current calendar year

  • Seen Prior Calendar Year - a consumer who has NOT been seen This Calendar Year AND does NOT have a Future Visit Scheduled AND has a Qualifying Visit in the prior calendar year

  • Future Visit Scheduled - a consumer who has NOT been Seen This Calendar Year AND has a future Qualifying Visit scheduled this calendar year

  • Not Seen - a consumer who does NOT qualify for any of the above conditions

• Tenure: How many months the member has been in a roster. For example: 13-24 months.

Tabs Overview

Active Roster

Shows all current active roster members with the ability to filter state, payer name, market segment, market sub-segment, plan name, patient type, seen status, age range and tenure. Users can filter the data to bring back the targeted members for their outbound call needs. Once counts are validated, users can export a detailed call list with member contact data, or export a high-level list for analysis.

Metrics included are:

• Acrtive Roster Patients

• Roster Details

Historical Rosters

Shows all roster members from the current year's rosters, with the ability to filter state, payer name, market segment, market sub-segment, plan name, seen status. Users can also filter the data to bring back a specific month's roster. Once counts are validated, users can export a high-level list for analysis.

Metrics included are:

• Historical Roster Data

• Roster Details

FAQs

What does "Payer Hierarchy Crosswalk Incomplete" mean?

When rosters are ingested, they are conformed to standards for market segment (Individual, Employer, Medicare, Medicaid), payer, plan, network, and other key data elements that tend to be very different from roster to roster. This process (recoding new values) is managed by the data governance team.

If you see Payer Hierarchy Crosswalk Incomplete in the the controls (filters) for state, it means recoding is needed.

What does "Unknown" mean?

After recoding the roster is completed, there are values that are unknown based on the information provided. For example, we may know it is a Medicare Advantage roster but we may not know if the network is PPO vs HMO from the data provided. Unknown values are managed by the data governance team in partnership with a data steward that can help research the answer.