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CIE Network Partner MeetingApril 8, 2020

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Land Acknowledgement

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April 8 Meeting Agenda

• Welcome & introductions• Recap progress to date & CIE vision for King County• Share updates on near- and long-term CIE plans• Review Unite Us platform & streamlined launch plan• Discuss what it takes for partners to participate in the Unite Us

launch• Gather partner feedback on timeline for launch• Review next steps

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HealthierHere Community Information Exchange Team

Gena MorganCOO, Executive Sponsor

Sara StandishAssociate Director, CIE

Victoria LoPractice Transformation Manager

Myani Guetta, Community andTribal Engagement Manager

Lisa WatanabeProject Manager

Alexis DesrosiersAssociate Director, Data Strategy

Rim CothrenCTO (contracted)

Christine JonesAdministrative Specialist

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Check-in Question

Please type your name, pronouns, organization, and answer the following question:

What is one way that COVID-19 has impacted how your organization does referrals or offers

services?

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Our Vision:Co-Create a Connected System of Whole-Person Care

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Strengthen the coordination of care for those in need by connecting people, service organizations, and community partners more quickly and more effectively – resulting in a healthier, more equitable community for all.

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What is a Community Information Exchange?

An integrated network of social services, community, tribal, government, physical and behavioral health providers that use a shared language, a database of available resources and an integrated technology platform to facilitate

Information sharing and coordination

Bi-directional referrals

Creation of a longitudinal record for individual clients

For the purpose of providing proactive, holistic, person-centered care.

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CIE progress to date

Spring 2019 Fall 2019 Winter 2020 Spring / Summer 2020

First CIE Community Co-Design Collaborative

Create Advisory Committee

Launch of Unite Us Platform

Develop an initial vision for a CIE in King County

Legal, Data and Tech Workgroup Launched

Second CIE Community Co-Design Collaborative

April 8: Share updated launch plans with HealthierHerepartners

First network partner meeting

Planned Activities

CIE survey to kickoff meeting participants

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Near and Long Term CIE Planning

Long-Term CIE PlanningNear-Term CIE Activities

• HealthierHere is continuing to move forward with planning for a regional CIE in King County

• Includes shared governance structures and shared language

• Enables interoperability between networks• Potential additional functionality may

include: longitudinal whole-person care record, care coordination and shared care plan linkages

• Planning meetings will move forward, but at a slower pace in light of COVID-19

• We will reconvene Network Partner and Data, Legal, & Tech workgroups in a few months

• Opportunity to launch at a referral network in King, Snohomish and Pierce Counties using the Unite Us platform

• Participation is free for all community based organizations and most community health clinics

• Opportunity to create and practice using a community resource directory and closed loop referrals

• Streamlined launch planned for June 2020

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Unite UsOverview and Launch Plan

Molly BlumgartUnite Us National Deputy Director

PROPRIETARY & CONFIDENTIAL

Goals

Establish familiarity with the network & software

Define next steps for successful launch

Address questions & local considerations

Agenda

Introductions

Network Overview

Preparing for Launch

Q&A

Agenda and Goals

PROPRIETARY & CONFIDENTIAL

Meet the Team

Gracious GamiaoUnite Us

Community Engagement Manager

Molly BlumgartUnite Us

National Deputy Director

Bianca GarciaUnite Us

Network Health Manager

Active Unite Us networks

Unite Us networks in progress

No active networks

PROPRIETARY & CONFIDENTIAL

About Unite UsOur digital infrastructure supports individuals seeking services across the nation.

PROPRIETARY & CONFIDENTIAL

Funding Partners• Catalyze regional efforts to impact health and wellbeing, provide strategic guidance and support for the

creation of a coordinated care network, and promote Unite Us platform use and network growth.

Network Partners• Send and receive referrals, share client updates with the network, and actively maintain and update their

organization’s profile• Partners guide how best to implement the network within their region, based on realities on the ground.

Unite Us• Provides ongoing technology training and support to users, solicits feedback from the community,

monitors aggregate engagement data to provide support to partners, and promotes Unite Us platform use and network growth.

Who’s Involved

PROPRIETARY & CONFIDENTIAL

Client Care Manager

Food AssistanceProvider

Employment Provider

Food Need Identified

Additional Needs Identified

Referral Referral

Network Model: Any-Door ApproachUnderstanding Referral Workflows

PROPRIETARY & CONFIDENTIAL

Why Participate?Improve efficiency & client experience

Traditional Referral Through the Network

Information is stored and transferred on Unite Us’ HIPAA, FERPA,

FIPS, and 42 CFR Part 2-compliant platform

Clients are matched with the provider(s) they qualify for

Information is captured once and shared on clients’ behalf

Providers have insight into the entire client journey

Longitudinal data is tracked to allow for informed decision-making

by community care teams

Providers cannot always exchange PII or PHI securely

Limited prescreening for eligibility, capacity, or geography

Clients must contact each organization they were referred to

Providers have limited insight or feedback loops

Client data is siloed and transactional data is not tracked

PROPRIETARY & CONFIDENTIAL

Network-Level Transparency and AccountabilityTrack aggregate longitudinal data, including types of

services requested, referral activity across network

partners, and structured outcomes for clients across the

community.

Find the Data You NeedReport on outcomes, impact, performance, and efficiency in real time.

Exportable Data About Your Organization

Pull reports to understand information about the clients

you serve, services you provide, and the referrals you send

and receive.

Short-term

A framework to address the

immediate crisis

Future State

An engagement plan to address the long-

term vision

COVID-19 Response: Modifying Our Approach In

● We recognize that over the coming months there will continue to be increasing demand for social services in Washington due to the impacts of COVID-19.

● We also recognize that making the network available can support any organizations that need a way to securely communicate with other partners about clients’ needs and relay real-time updates about their service provision in response to the COVID-19 crisis.

● We are sensitive to the heightened stress put on our community partners due to the COVID-19 crisis. We recognize not all community partners will have the bandwidth to participate at this time.

PROPRIETARY & CONFIDENTIAL

Why Now?A person-centered, community-based system is needed now more than ever:

Relay and view up-to-date information about services to help people get easily connected to the right service, quickly and efficiently.

Collaborate with other service providers around shared clients’ care to coordinate services on their behalf.

Track your impact during this time of crisis through referrals accepted and outcomes documented.

Contribute to a community-wide data set to increase visibility of gaps in services, and improve access to services for all.

PROPRIETARY & CONFIDENTIAL

COVID-19 Related Needs ScreeningQuestionnaire in Unite Us Platform

PROPRIETARY & CONFIDENTIAL

● To support surfacing social needs due to the COVID-19 crisis and getting

clients connected to services, we could add a screening form to help

partners identify social needs and recommend referral types.

● To support the immediate objective of identifying individuals who may

be exposed to COVID-19, we could add an exposure assessment form

that appears in every referral workflow to determine a client’s exposure

to COVID-19. Depending on a client’s responses, the assessment will

provide instruction to redirect them from the hospital or connect them

to the appropriate local resource if they have been exposed.

PROPRIETARY & CONFIDENTIAL

Short-term Timeline for June 23rd LaunchMaintain June 23rd launch with scaled back engagement activities

May 2020

June 2020

5/4: Community Information Sessions begin (multiplethrough 5/22) as well as Office Hours or 1-on-1 Workflow Planning Sessions, as needed (through 6/5)

April 2020

July 2020

4/13: Network Announcement Email sent w/ registration for Community Information Sessions

6/23: Network Launch

Ongoing: Existing Partner Optimization & New Partner Onboarding (including additional Community Information/ training sessions

TBD: Start recruitment for Community Advisory Committee; re-set on Network Standards

Ongoing: Targeted email outreach to partners to support registration & training

6/8: Training sessions begin(through 6/19)

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What it will take for an organization to participate in launchActivity Estimated Time When

Attend Unite Us information session (helpful for decision makers and/or managers of frontline staff to attend) Recommended, not required 1 – 2 hours Pre-Launch

Complete Unite Us’ partner registration form (includes information about users, as well as office locations, services provided, eligibility requirements for participating programs) 1 – 6 hours Pre-Launch

Identification of referral partners Recommended, not required 0 – 2 hours Pre-Launch and Implementation

Review & sign key documents (e.g., BAA, service level agreements, consent forms) 0 – 2 hours Pre-Launch

Attend workflow planning sessions; refine workflows (optional) 0.5 – 5 hours Pre-Launch

Complete Unite Us software training 1-1.5 hours / user Pre-Launch

Develop internal confidentiality procedures as needed 1 – 3 hours Pre-Launch

Total Estimate for Pre-Launch (rounded) 5 – 25 hours*

Update organization profile and user list (as needed) 1 – 2 hrs/month Implementation

Monitor and manage referral process and follow up (sending & taking action on referrals, closing out cases with an outcome for referrals that have been accepted) 4 – 8 hrs/month Implementation

Total Estimate for Implementation (rounded) 5 – 10 hrs/month***Assumes 2-4 users per organization. **Depends on usage.

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What technology an organization needs to participate Technology Quantity Considerations

Laptop at least 1 • For onsite use, it should have access to Wi-Fi• For offsite use, it should have access to a wireless data hotspot• The number of laptops to fully optimize use will be based on each

organization's structure and capacity needs

Hot Spot with Wireless Data Service

at least 1 If multiple laptops will be used offsite at the same time, then 1 hotspot adapter per laptop is needed

Wi-Fi Service 1 Wi-Fi service must be available onsite to access the browser

Printer, Paper, Ink 1 • Printer should be available to print out materials for clients to review, such as, consent forms and referral notes

• Clients can also opt to receive this information via text or email, but printer is needed for those who prefer paper copies

Warranty for Laptop at least 1 Each laptop should have a warranty with included technology support in case issues arise

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Your Feedback on Launch Timeline

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Next steps for launchRecommend Network PartnersEmail molly@uniteus.com to refer additional organizations to the network.

Participate in a Community Information Session with Unite UsRSVP from the follow-up email to participate in a broader discussion across the Seattle Metro area.

Submit Your Partner Registration Form (Required)PRF collects details about your organization’s services, programs, eligibility requirements, and staff members.

Contact Unite Us for Workflow GuidanceEmail molly@uniteus.com to request a Workflow Planning Meeting for your organization.

Complete a Software Training (Required)Unite Us provides virtual webinars or self-paced software training. You’ll receive an invitation.

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Checking out

What is one thing that excites you about what you heard today?

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