Engagement Call Lists - TN

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.

Dashboard 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.

Dashboard Tabs

Payer Roster Current

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.

Payer Roster History

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.

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.

Dashboards ABCs

Tabs

Upon opening a dashboard, you will be directed to the first tab by default, which is typically a national view for Sanitas USA users who need to see all states consolidated into one tab. To see a more granular view (State, Region, Location), you should navigate to the additional tabs, if applicable.

Controls

Controls allow you to filter or refine the data displayed within a dashboard. Utilize the down arrow to expose all available control options for a dashboard. Once selected, controls will remain set even if you navigate to a different tab.

Reset Controls

Utilize the reset arrow located above the controls to reset the options before navigating to a new tab or attempting to apply new criteria.

Downloading Pages

Each page can be downloaded by clicking on the export icon in the top right corner of the page. This will create a PDF document that can be downloaded or printed.

Downloading Individual Charts, Tables or Data

You can also download individual charts, tables or data. To do so, click on a chart to display the ellipsis (three dots) in the top right corner. Clicking on this ellipsis will allow you the option to download in cvs and/or excel formats.

Scroll

Most dashboards and visuals extend beyond the available area exposed on a user's window. Dashboards and visuals are scrollable, don't forget to utilize the navigation bars or your middle mouse wheel to do so.