1. Presenters: Ginny Paulson & Heather Flory October 19, 2011 OIG Report Data Accuracy Checklist, Part 2 (Outcomes 12-17D)

2. OIG Report SMP performance measures reported to the Office of the Inspector General (OIG) include data about activity in three areas: – Outcomes 1 – 3: Volunteers – Outcomes 4 – 11: Outreach & education – Outcomes 12 – 17D: Complex issues & referrals 2

3. Data for Outcomes 1-11 (Volunteer Tracking & Management / Outreach & Education) OIG Report Data Accuracy Checklist See pages 1-8 OIG Report Data Accuracy Checklist Webinar, Part 1 (Outcomes 1-11) The recording of the 9/27 Webinar is available on the OIG Reports Training Page: www.smpresource.org > Resources for SMPs > OIG Reports > OIG Reports Trainingwww.smpresource.org OIG Report Tutorials on Outcomes 1-11 Announced on 9/27 webinar & 10/11/11 e-mail to SMP directors We will also review these at the end of todays webinar 3

4. Agenda OIG Report: Suggested Analysis Process for outcomes 12 – 17D OIG Report Tutorial ScheduleRelated ResourcesQ&A 4

5. 5 OIG Report: Outcomes 12-17D Complex Issues & Referrals Data See Appendix C for OIG Definitions and Clarifications! OIG OutcomeDescription 12Complex Issues 13AComplex Issues Referred for Further Action 13BDollar Amount Referred for Further Action 14Complex Issues Resolved 15Complex Issues Pending Further Action 16Cost Avoidance 17AMedicare Funds Recovered 17BMedicaid Funds Recovered 17CSavings to the Beneficiary 17DOther Savings

6. Get the Big Picture Analyze trends and look for red flags Generate OIG Report in SMART FACTS for 2011 and enter outcomes onto worksheet Review published 2010 OIG Report and enter outcomes onto worksheet 6

7. Analyze Trends Do your complex issues & referrals outcomes look right? – Are they logical, based on your knowledge of work done by your SMP? – Are there drastic increases or decreases compared to last year? – If so, are you prepared to explain drastic increases or decreases to AoA, CMS, and the OIG? 7

8. Take a Closer Look 1. Create OIG Report Flat File 2. Format the Excel file for easier viewing 3. Review each Outcome – See the OIG Report Data Accuracy Checklist for details – Fix Red Flags

9. 9 Demonstration: Outcomes 12-17D Step 1: Create OIG Report Flat File Step 2: Format the Excel file for easier viewing Step 3: Review each Outcome: Watch out for Red Flags and fix them!

10. Questions?

11. OIG Report Tutorials Volunteer Tracking & Management (Outcomes 1-3) Outreach & Education (Outcomes 4-11) Complex Issues & Referrals (Outcomes 12-17D) Take the entire series in OIG-report order 10 spots per session Intended for SMP directors; other staff may join with their director if using the same computer and phone line. Space is limited An e-mail was sent to SMP directors on 10/11/11, which included a registration link for each session. Follow-up e-mails will also be sent. Click the registration URL for the desired session(s). Scroll down and click register. Scroll down again. Enter your name, email address, and state, and click register. Registration is required, and easy 11

12. OIG Report Tutorials: Outcomes 1-11 (Outreach & Ed / Volunteer Tracking & Management) Volunteer Tracking & Management Friday, October 28, 11:00am – 12:30pm Eastern Time Outreach & Education Friday, November 4, 11:00am – 12:30pm Eastern Time Volunteer Tracking & Management Tuesday, November 15, 3:00pm – 4:30pm Eastern Time Outreach & Education Thursday, November 17, 3:00pm – 4:30pm Eastern Time Volunteer Tracking & Management Wednesday, December 7, 12:30pm – 2:00pm Eastern Time Outreach & Education Wednesday, December 14, 12:30pm – 2:00pm Eastern Time 12

13. OIG Report Tutorials: Outcomes 12-17D (Complex Issues & Referrals) 12/1/11 @ 3pm ET 12/8/11 @ 3pm ET 12/15/11 @ 3pm ET December 1/5/12 @ 3pm ET 1/23/12 @ 3pm ET January 2/2/12 @ 3pm ET 2/16/12 @ 3pm ET February Invitation e-mail to be sent soon Limit of 10 registrants per session Registration: 13

14. Resources: SMP Resource Center Website www.smpresource.org > SMP Resources > Training www.smpresource.org OIG Reports Training Data Accuracy Checklist Data Analysis Worksheet Appendix C Materials Recordings OIG Report July 2011 OIG Report Checklist Webinars, Part 1 & 2 SMART FACTS Training Job Aids Recordings Microsoft Excel and SMART FACTS Reports And more! 14

15. Next Steps 3 – Sign up for OIG Report Tutorials 1 – Review your resources 2 – Practice reviewing your data using the OIG Analysis Template 15