Patient Engagement Performance
Overview
The Patient Engagement Performance dashboard provides deep insight into rosters, patient engagement and patient profiles in Florida and Tennessee. Metrics can be observed by many attributes such as location, market segment, insurance product, clinical line of business and patient demographics.
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 (which includes Telehealth visits) + 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
Future Visit Scheduled - a consumer who has NOT been Seen This Calendar Year AND has a future Qualifying Visit scheduled this 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
Inactives - a consumer who has NOT been seen This Calendar Year AND does NOT have a Future Visit Scheduled AND has a Qualifying Visit before the prior calendar year
Not Seen - a consumer who does NOT qualify for any of the above conditions and therefore has not had a Qualifying Visit
Roster Adds: patients who are new to a roster in a given month
Roster Deletes - patients who fell off the roster from one month to the next
Roster Retained - patients who stayed on the roster from month to month (historical trends)
Tenure: How many months the member has been in a roster. For example: 13-24 months.
Tabs Overview
Active Roster
Shows current roster seen rates in general, by market segment, age groups and tenure. Ability to filter state, payer name, market segment, plan name and tenure.
Metrics included are:
Active Roster Patients
Roster Type
Seen Rate - Active Roster Patients
Year over Year Seen Rate Trend
Relationship
Performance by Relationship
Seen Rate Trend by Relationship
Market Segment
Performance by Market Segment
Seen Rate Trend by Market Segment
Assigned Region
Performance by Assigned Region
Health Status
Performance by Health Status
Seen Rate Trend by Health Status
Patient Profile
Metrics included are:
Active Roster Patients
Seen Rate - Active Roster Patients
Age
Gender
Performance by Age and Gender
Language Preference
Performance by Language Preference
Ethnicity
Performance by Ethnicity
Tenure
Performance by Tenure
Leap Assignment
Metrics included are:
Active Roster Patients
Seen Rate - Active Roster Patients
Assigned Roster Patients
Unassigned Roster Patients
Performance by Panel
Performance by Region
Performance by Facility
Performance by Provider
Assignment Drilldown
YTD Roster
Shows roster adds (new members), deletes (left roster) and retained trend for the last 12 months by state, market segment and age groups
Shows contact information stats provided in the payer rosters as well as capture in the EMR. The more contact information we have (email, text message opt-in, phone for calls), the better the engagement rates.
Metrics included are:
Unique Roster Patients YTD
YTD Seen Rate
Year over Year Roster Volumes
Roster Volume Trend
Roster Net Gain
Roster Volume Trend by Market Segment
Roster Net Gain by Market Segment
Roster Volume Trend by Health Status
Roster Net Gain by Health Status
YTD Roster Patient Details
Florida Blue QAPX
Metrics included are:
Florida Blue Commercial QAPX Cohort
Florida Blue Commercial QAPX Product Category
Performance by Florida Blue Commercial QAPX Cohort
Performance by Florida Blue Commercial QAPX Product Category
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.
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