There are different perspectives on physician affiliation and the value to you as a person seeking to engage physicians in your territory. If a physician has a high affiliation with your agency, then they are already driving your success, and you want to maintain your relationship. These physicians are already partners in patient care. Physicians who share a middle percentage (40% to 60%) show a measure of dedication to home care, and perhaps to your agency. This indicates that you have a firm foundation upon which to build an even closer relationship. A low affiliation demands more investigation to determine the reason. If the physician is closely affiliated to another agency, you may not seek to engage, but if the physician's patients are spread between many agencies, there is a higher likelihood of success if you can develop a partnership.
In all of these cases, the affiliation percentages are a starting point for some careful investigation. The report creation wizard allows you to select a range of actual patients treated. Affiliation needs to be evaluated in light of the actual potential based on the patient population.
The affiliation range you choose in this report will inform and mold your strategy for how you approach these physicians.
Before you will be able to use this Wizard to create a report, you must have an NPI grouping set up for you by your Solution Admin. For more information, see Admin - NPI Groupings Interface.
Creating the Report
To create a new report, click on the at the top right of the screen. The following box will open:
Select the radio button for Physicians Affiliated with My Agency and click the "Add" button. The following Report setup box will open:
New Report/Edit Report - The options for setting up a new report are identical to the Report edit options you will see when you click on in a Report Summary Action Panel on your My Dashboard page for the same report.
Use this tab to select the geographic region for the report.
Since this report will show you the top prospects for the chosen criteria, your territory size will ultimately correlate to the amount of time required to interact with the physicians listed. Selecting a smaller territory might make your visit planning easier and save travel time. Remember that you can create multiple reports and change parameters at any time.
In this image we have searched for Montgomery County. We then clicked on "Montgomery" to add it to the "Selected Counties" list. We then clicked "ADD ALL ZIP CODES" to add all ZIP codes in Allegheny County to our "Selected ZIP codes."
Physician Specialty tab
Use this tab to select the specialties for the physicians you want to include in the report.
We have selected the physician specialties most likely to generate fruitful leads in the default settings. Add or remove any specialties to customize your report to match areas of specialization in your team.
The Affiliation Tab allows you to select a range of affiliation between your Agency and the Physicians who will be listed in the final report. This is a significant choice for pinpointing the physicians in your chosen region to match the targeting strategy you have chosen.
The range sliders on this tab can be set from both the top and the bottom to narrow the affiliation percentage to whatever range fits your targeting strategy.
Referral Level tab
This tab allows you to choose a patient range to narrow the physicians in the final report based on the size of their HHA patient population. Since this report is based on affiliation, you can look at affiliation as an indicator for strategy, but patient population is an indicator for potential. More patients mean more potential. (Keep in mind that physicians in some specialties have high patient counts combined with low actual patient interaction, e.g. Cardiologists.)
The use of the term "referral" on and under this tab should not be construed as an indication that any kind of referral took place. For this count, we identify patients who were admitted to home health care who were seen by the physician within the 90 days prior to admission. This close proximity identifies a high potential that a referral could have taken place.
The range sliders on this tab can be set from both the top and the bottom of the numeric range to narrow the affiliation percentage to whatever range fits your targeting strategy.
NPI Group tab
Affiliation is a measure of the connection between physicians and specific agencies based on the percentage of their HHA patients that are treated by each agency. This tab allows you to select the set of specific agencies for which you want to check affiliation. You do this by selecting a pre-determined set of agencies from the list; Available NPI Groups.
The important connection here is to remember that the NPI group is a group of facilities. The physicians are selected from the location you chose in the first tab. The NPI group of facilities may have other valuable affiliations in an expanded territory. The selected territory may have useful affiliation connections with agencies not in the NPI group. It is also possible that the selected territory and NPI group might not include the most helpful data, or any data at all. This is why selecting a match is so important.
Configure Report tab
On this tab you can enter a name for the report to differentiate it from other Physicians Affiliated with My Agency Reports that you create. You can also select the number of results to display when the report is first generated. If you click the "Save" button, you will be returned to your dashboard. The "Save and Go To Report" button will take you directly to the report page for the report you just created.
Using the Report
At this point, we have identified the physicians who fit the strategies described at the top of the article. You can use the Level of Affiliation range slider to narrow the focus based on a specific strategy. Once you have the focused range, select "Mark all as My Targets," which will add those physicians to your "My Dashboard" page for further examination.
|Favorite Star||The star is a toggle that allows you to tag physicians of interest so they will appear in your My Physicians List on the Dashboard page. You will also be able to sort by your favorites in many tables throughout the Solution.|
|Targeted Physician||This is also a toggle that can be turned on and off. Targeted Physicians will show up in your My Physicians List and also be identified according to report source in the target type column.|
|Physician Identification information||Four columns of Physician identification information include the name, NPI, County/ZIP, and Specialty for the physician in each row.|
|% of Total Claims (Billing NPI)||This column is only populated if the Billing NPI filter is applied. For more information, see Physicians Page - Billing NPI.|
|Total HHA Patients||This metric is the number of distinct patients where the named physician treated the patient in the 3 months prior to the patient's home health admission.|
|HHA Utilization||This is the percent of the physician's patients who received home health services during the one year reporting period, including patients treated by this physician within 3 months of their home health admission.|
|Total Medicare Patients||The count of distinct Medicare patients treated by the physician during the one year reporting period.|
|Home Health Agencies Receiving > 10 Patients||The number of home health agencies that received 10 or more patients treated by this physician.|
|Maximum Affiliation Agency||This identifies the agency with the highest patient affiliation relationship for the physician in each row.|
|Level of Affiliation||The highest share of home health patients received by any one home health agency, who were treated by this physician in the 3 months prior to the patient's home health admission.|
|Plan My Visit||This is a button that will take you to the Plan My Visit page for the chosen physician. See Home Health Dashboard - Plan My Visit.|
The Report Summary Action Panel
When you create a report, a Report Summary Action Panel will automatically be generated for your Dashboard. The type of action panel is identified at the top.
Each report summary action panel contains the same elements.
- Panel Titles - The top, larger title identifies the type of report represented by the Action Panel. The smaller title beneath is the custom name chosen when the report was created.
- - The trash can icon will remove the action panel from your dashboard and delete the settings for the connected report. In order to replace the report and Action Panel you will need to re-create the report by clicking on the + at the top of the screen.
- - The gear allows you to change the settings for the report that generated the Action Panel. These are the same settings that were used when the Report was first created. To review these settings, see the related article for creating each type of report.
- - This will create a .PDF file for the action panel and download it so that it can be printed.
- Physician Count - (In blue rectangle) - This identifies the total number of results that are listed in the related report. Since these reports limit the physicians to the prime targets for each category of report, this keeps the potential right up front.
- Go to Report - clicking on this button will navigate you to the report that generated the Action Panel.