MEASURING OUTCOMES IN ORTHOPEDICS ROUTINELY (MOOR) STUDY - CMS

 
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MEASURING OUTCOMES IN
ORTHOPEDICS ROUTINELY
(MOOR) STUDY
Technical Expert Panel Summary Report
Virtual Conference Microsoft Teams Meetings
March 22 and March 24, 2021

Prepared by:
Brigham and Women’s Hospital

This material was prepared by BWH under funding from the Centers for Medicare
& Medicaid Services (CMS), an agency of the U.S. Department of Health and
Human Services. The contents do not necessarily reflect CMS policy.

Cooperative Agreement #:
2018A008621, 1V1CMS331637-01-00

The materials within this document do not represent final measure specifications for six measures being
developed under the MOOR Study.
Table of Contents
Executive Summary ....................................................................................................................................... 2
Background .................................................................................................................................................... 3
   MOOR Study Mission ................................................................................................................................. 3
   MOOR Study Goals .................................................................................................................................... 3
   Measure Development Team .................................................................................................................... 4
   TEP Objectives and Purpose ...................................................................................................................... 5
   TEP Members ............................................................................................................................................. 5
Pre-work......................................................................................................................................................... 6
Detailed Summary of TEP Meetings (March 22nd and March 24th, 2021) ..................................................... 7
Summary of Key Points ................................................................................................................................11
Conclusion and Next Steps ..........................................................................................................................11
Appendices ..................................................................................................................................................12
   Meeting Attendees & Agenda .................................................................................................................13
   Attendees.................................................................................................................................................13
   Agenda .....................................................................................................................................................13
   Care Goal Achievement PowerPoint .......................................................................................................14

CMS Measure Development Plan Technical Expert Panel                                                                                                              1
March 22 and March 24, 2021, Meeting Summary
Executive Summary

The Patient Reported Outcome Measures (PROMs) team met with technical expert panel (TEP)
members in three separate meetings in March 2021 to update them on the measure specification
feedback from the Public Comment period. Separate meetings were held due to scheduling, but the
agenda was the same for each meeting. The PROMs team’s purpose was to review the comments from
the Public Comment period with the TEP members and obtain their feedback on the proposed measure
specification changes. The summaries of the 3 meetings are detailed, along with the overall key findings.

This TEP report summarizes the feedback and recommendations received from the TEP members during
the March 22nd and March 24th, 2021 virtual TEP meetings focused on the Patient Reported Outcome
Performance Measure (PRO-PM). These are the second round of TEP meetings held in year 3 of this
agreement for the PRO-PM. The previous TEP meetings to discuss the PRO-PM were held in years one
and two, in April 2019, September 2019, January 2020, and October 2020 in year 3.

The aim of these meetings was to give TEP members an update on the overall progress of the Care Goal
Achievement (CGA) measure and to discuss the overall feedback gathered during the Public
Comment period. Specifically, the PROMs team sought TEP input on the measure numerator statement,
measure denominator statement, and the inclusion and exclusion criteria. One of the main aims of these
meetings was for the TEP members to endorse the measure specification changes for use in the
remaining phases of testing.

Overall feedback from TEP members was very positive to the public commenter’s and other key
stakeholder’s suggestions regarding the measure specification and the PROMs team response rationale.
The TEP members continued to see value in the measure, provided excellent feedback, and were
positive about the progress made to date. TEP members endorsed the measure specification changes
for use in the remaining phases of testing.

The PROMs team will utilize their feedback to include in the Public Comment Summary Report and to
use in the remaining phase of testing.

CMS Measure Development Plan Technical Expert Panel                                                     2
March 22 and March 24, 2021, Meeting Summary
Background

MOOR Study Mission
The Centers for Medicare & Medicaid Services (CMS) has contracted with Brigham and Women’s Hospital
(BWH) to develop quality measures related to orthopedics. The project name is Measuring Outcomes in
Orthopedics Routinely (MOOR). The cooperative agreement number is 1V1CMS331637-01-00. Under this
project, The BWH Center for Patient Safety, Research, and Practice will collaborate with Partners
Orthopedic Surgery specialty physicians, Massachusetts Health Quality Partners, the Patient Reported
Outcomes Measurement System (PROMS) team, and a Technical Expert Panel (TEP) to:

           •   Develop a Patient Reported Outcome-Based Performance Measure (PRO-PM) related to
               orthopedic surgery clinical care
           •   Develop and refine electronic clinical quality measures (eCQMs) in the areas of
               orthopedic surgery outcomes and medication safety

BWH is obtaining expert and stakeholder input on the proposed measures. The BWH measure
development team includes experts in quality outcomes measurement. As is standard with all measure
development processes, BWH has convened a TEP of clinicians, patient advocates, and other
stakeholders. Collectively, the TEP members bring expertise in performance measurement, quality and
patient safety, and coding and informatics.

This report summarizes the feedback and recommendations received from the TEP during the March
22nd and March 24th, 2021 virtual TEP meetings focused on the PRO-PM. These are the second round
of TEP meetings held in year 3 of this agreement for the PRO-PM. The previous TEP meetings to discuss
the PRO-PM were held in years one and two, in April 2019, September 2019, January 2020, and October
2020 in year 3.

MOOR Study Goals
To ensure alignment with CMS’s Quality Payment Program (QPP), specifically the Merit-based
Incentive Payment System (MIPS), the goals of the MOOR project are as follows:
            1) Develop a new PRO-PM:
                   a. Care goal achievement (CGA) following total hip arthroplasty (THA) or total knee
                       arthroplasty (TKA)
            2) Convert one existing National Quality Foundation- (NQF-) approved measure for
               complication following total hip arthroplasty and total knee arthroplasty (THA/TKA) to
               an electronic clinical quality measure (eCQM):
                   a. Risk-standardized complication rate (RSCR) following elective primary total hip
                       arthroplasty (THA) and/or total knee arthroplasty (TKA)
            3) Develop three new eCQMs to address THA/TKA orthopedic surgery patient safety
               practice and measurement gaps:
                   a. Prolonged opioid prescribing (POP) rate following elective primary total hip
                       arthroplasty (THA) and/or total knee arthroplasty (TKA)
                   b. Inpatient respiratory depression (IRD) rate following elective primary total hip
                       arthroplasty (THA) and/or total knee arthroplasty (TKA)

CMS Measure Development Plan Technical Expert Panel                                                   3
March 22 and March 24, 2021, Meeting Summary
c. Risk-standardized major bleeding and venous thromboembolism (VTE) rate
                      following elective primary total hip arthroplasty (THA) and/or total knee
                      arthroplasty (TKA)

In addition, we will explore the anticipated efficacy, costs, and benefits of our proposed PRO-PM and
eCQMs to our study population. In the process of developing and refining the PRO-PM and eCQMs, we
will use existing electronic data to automate workflow and to minimize burden of the measures we
develop.

Brigham and Women’s Hospital is collaborating with Massachusetts Health Quality Partners (MHQP), a
stakeholder engagement organization, and with Brigham and Women’s Hospital Department of
Orthopedic Surgery specialty physicians and the Partners Healthcare Patient Reported Outcomes
Measurement System (PROMS) team to develop a PRO-PM related to orthopedic surgery clinical care
and eCQMs in the areas of orthopedic surgery outcomes and medication safety. The collaboration is
enhanced by the mutual interests, shared by the participating organizations, that include focusing on
patient engagement to improve safety and outcomes using innovative patient-centered technologies.

Measure Development Team

BWH Team Key Personnel
   •   David Bates, MD, MSc: Principal Investigator
   •   Patricia Dykes, RN, PhD: Co-Investigator
   •   Ronen Rozenblum, PhD, MPH: Co-Investigator
   •   Alexandra Businger, MPH: Senior Project Manager
   •   Stuart Lipsitz, ScD, PhD: Senior Statistician
   •   Francois Bastardot, MD: Research Fellow
   •   Antonia Chen, MD, MBA: Ortho Co-Investigator
   •   Jeffrey Katz, MD, MS: Ortho Co-Investigator
   •   Richard Iorio, MD: Ortho Contributor
   •   Andrew Schoenfeld, MD, MSc: Ortho Contributor
   •   Todd O’Brien, MD: Ortho Contributor
   •   Christopher Melnic, MD: Ortho Contributor
   •   David Boardman, MD: Ortho Contributor
   •   David Halsey, MD: Ortho Contributor
   •   Rachel Clark, MD: PROMs Medical Director, PHS

BWH Team Personnel

   •   Stephanie Singleton, BA: PROMs Project Coordinator
   •   Tien Thai, BS: Software Engineer
   •   Brianna Ericson, MPH: PROMs Data Analyst
   •   Amanda Norton, MPH: PROMs Data Analyst
   •   Michael Sainlaire, MS: eCQM Data Analyst
   •   Mica Bowen, BS: Research Assistant
   •   Avery Pullman, BS: Research Assistant
   •   Tyler Oliver, BS: Research Assistant

CMS Measure Development Plan Technical Expert Panel                                                     4
March 22 and March 24, 2021, Meeting Summary
Massachusetts Health Quality Partners (MHQP)

   •    Barbra Rabson, MPH: President and CEO
   •    Jim Courtemanche, MPH: Vice President of Programs and Analytics
   •    Nathalie McIntosh, PhD: Director of Programs
   •    Ola Szczerepa, MA: Project Manager
   •    Natalya Martins, BSc: Project Specialist
BWH MOOR Team Consultants

   •    Rosemary Kennedy, PhD
   •    Lisa Kern, MD
   •    Calvin Franz, PhD
   •    Kate Miller, PhD

TEP Objectives and Purpose
The objectives of the TEP meetings of the second quarter of year three of the cooperative agreement
were to gain TEP member input on measure specification, (i.e., brief measure description, numerator
statement, denominator statement, inclusion, and exclusion criteria), specifically comments from the
Public Comment period.

TEP Members
Table 1. TEP Member Names and Organizations

                                                      Potential     Attendance on     Attendance on
 Name                          Organization           Conflicts     3/22/21           3/24/21
                                                      of Interest   Meeting           Meeting
                                                                    (4:00 p.m.)       (3 p.m. and 5 p.m.)
 Bonnie B. Blanchfield, CPA,   Brigham and            None          Present           Absent
 SM ScD                        Women’s Hospital
 Senior Scientist              Harvard Medical
 Assistant Professor in        School
 Medicine
 Kevin Bozic, MD, MBA          Dell Medical School    None          Absent            Present (3p.m.)
 Department Chair - Surgery
 and Perioperative Care
 Martha Carnie                 Brigham and            None          Present           Absent
 Senior Patient Engagement     Women’s Hospital
 Advisor
 Co-Chair of BWH Patient
 and Family Advisory Council
 Steering Committee

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March 22 and March 24, 2021, Meeting Summary
Attendance on      Attendance on
                                                       Potential     3/22/21            3/24/21
 Name                           Organization           Conflicts     Meeting            Meeting
                                                       of Interest   (4:00 p.m.)        (3 p.m. and 5 p.m.)

 Aileen Davis, PhD              Division of            None          Absent             Present (3 p.m.)
 Senior Scientist               Healthcare and
                                Outcomes Research,
                                Toronto Krembil
                                Research Institute
 *Lisa Hines, PharmD            Pharmacy Quality       None          Absent             Absent
 Senior Director – Measure      Alliance (PQA)
 Operations and Analytics
 William Jiranek, MD              Department of           None         Absent            Present (5 p.m.)
 Professor and Vice Chair         Orthopaedic
                                  Surgery, Duke
                                  University
 Jay Lieberman, MD                Department of           None         Absent            Present (5 p.m.)
 Chair and Professor              Orthopaedic Surgery
                                  – Keck School of
 MOOR Study TEP Chair             Medicine, University
                                  of Southern
                                  California
* Lisa Hines did not participate in these series of meetings, but the PROMs team will reach out to her to
review the same materials as the others reviewed and get her feedback.

Pre-work
TEP members were sent a PDF of the PowerPoint presentation prepared by the BWH MOOR
PROMs team prior to the meeting. The PowerPoint presentation included the agenda for the
meeting and details on the measure under development’s Public Comment measure specification
feedback. A copy of the PowerPoint presentation is available in the Appendix at the end of this
document.

CMS Measure Development Plan Technical Expert Panel                                                     6
March 22 and March 24, 2021, Meeting Summary
Detailed Summary of TEP Meetings (March 22nd and March 24th, 2021)
The TEP Meetings focused on PRO-PM were held via Microsoft Teams on March 22nd, 2021 4 p.m., and
March 24th, 2021 3 p.m. and 5 p.m. The agenda was as follows:

  I.   Meetings 1-3: March 22nd – 4 p.m., March 24th – 3 p.m. and 5 p.m.
       I.     Welcome
       II.    Project Updates
              • Overall Progress since the last TEP meeting in October 2020
       III.   Public Comment Period
              • Goals
              • Stakeholder Participation
       IV.    Public Comment Measure Specification Feedback
              • Brief Measure Description
              • Numerator Statement
              • Denominator Statement
              • Inclusion and Exclusion Criteria
       V.     Discussion

CMS Measure Development Plan Technical Expert Panel                                                7
March 22 and March 24, 2021, Meeting Summary
Dates: March 22nd and March 24th

The TEP meeting/feedback summary listed below was presented to the attendees listed below.

Attendees:
TEP: Jay Lieberman, Bonnie Blanchfield, Kevin Bozic, Martie Carnie, Aileen Davis, William Jiranek
BWH MOOR PROMs: Ronen Rozenblum, Stephanie Singleton, Tyler Oliver, Amanda Norton
Absent: Charles Bragdon (retired), Lisa Hines

The PROMs team grouped the feedback of the 3 TEP meetings into the following areas that are in line
with the main topics covered in the agenda:
    1. Project Updates
    2. Public Comment Overview
    3. Public Comment Measure Specification

    •   Project Updates
            o Overview: The PROMs team provided the latest project updates to the TEP detailing a
                high-level overview of testing results, updated project timeline dates, and the public
                commenting period.
                        Current data collection number of paired data sets (PRO-PM)
                        Testing status and results of data to date
                        Explained the 75% threshold for the PRO-PM score that is to be submitted to
                        CMS/MIPS for reimbursement
                        Reliability and validity testing would be completed for hip and for knee
                        separately
                        The updated project timeline was reviewed to reflect data collection changes
                        per CMS
                            • MUC List Submission: 5/27/2021
                            • MUC List Submission – Updated Data: 7/30/2021
                            • NQF Letter of Intent: 8/3/2021
            o Next Steps:
                        The PROMs team will continue measure testing as planned.

    •   Public Comment Overview
           o Overview: The PROMs team reiterated to the TEP the purpose of the Public Comment
                web posting which was to gather feedback on the proposed care goal achievement PRO-
                PM in the following areas related to the Measure Specification:
                        Measure Description Overview
                        Measure Numerator Statement
                        Measure Denominator Statement
                        Inclusion and Exclusion Criteria
                        PROMs team described the characteristics of the commenters, highlighting the
                        good variety of stakeholders that responded to the Public Comment period.
           o TEP Feedback
                        TEP members appreciated the constructive and positive comments received
                        from the public commenters.

CMS Measure Development Plan Technical Expert Panel                                                      8
March 22 and March 24, 2021, Meeting Summary
The TEP members agreed that the 10 commenters who responded to the online
                      questionnaire represented a good variety of key stakeholders, coming from the
                      following areas:
                      o Healthcare professionals (orthopedic surgeons)
                      o Healthcare policy/research
                      o Academic medical centers (PROMs leadership)
                      o Electronic health record (EHR) vendors
                      o Specialty societies/medical associations
                      o Measure developers
                      TEP members were pleased that all the commenters found value in the measure
                      under development that aims to assess care goal achievement before and after
                      THA or TKA.
           o   Note: For detailed information on all the Measure Specification items, please see the Power
               Point presentation on page 14.

       Measure Specification - Brief Measure Description Overview
          o Overview: The PROMs team reviewed the original version of the brief measure
              description with the TEP members, then reviewed the new version with the updates
              that had been made based on feedback from public commenters and key stakeholders:
                       Specified one procedure versus the other by changing ‘and/or’ to ‘or’
                       Defined the PRO-PM threshold
                       Included data collection timeframes
          o TEP Feedback: The TEP members reviewed the updates made to the brief measure
              description and endorsed the updated version.

       Measure Specification - Numerator Statement Overview
           o Overview: The PROMs team reviewed the original version of the numerator
               statement with the TEP members, then reviewed the new version with the updates
               that had been made based on feedback from public commenters and key
               stakeholders:
                       Specified one procedure versus the other by changing ‘and/or’ to ‘or’
                       Defined PRO-PM threshold
                       Included data collection timeframes
           o TEP Feedback: The TEP members reviewed the updates made to the numerator
               statement and endorsed the updated version.
                       TEP members approved a 75% threshold for reporting
                       One TEP member suggested shortening the numerator statement for the sake
                       of simplicity.
           o Next Steps: The PROMs team will continue to test the measure and will adjust the
               numerator statement if needed.

       Measure Specification - Denominator Statement
           o Overview: The PROMs team reviewed the original version of the denominator
               statement with the TEP members, then reviewed the new version with the updates

CMS Measure Development Plan Technical Expert Panel                                                          9
March 22 and March 24, 2021, Meeting Summary
that had been made based on feedback from public commenters and key
                stakeholders:
                       Specified one procedure versus the other by changing ‘and/or’ to ‘or’.
                       Specified ‘pre-surgical’ and ‘post-surgical’ regarding the timeframes of
                       data collection.
                       The PROMs teams provided information on other relevant CMS
                       measures to denote alignment in key areas in measure specification.
            o   TEP Feedback: The TEP members reviewed the updates made to the denominator
                statement and endorsed the updated version.
                       TEP members agreed the statement was clear, concise, and applicable to the
                       measure specification.
                       TEP members agreed the timeframes for the measure data collection support
                       the concept of care goal achievement and are appropriate for assessing the
                       patient’s main goals and expectations before THA or TKA surgery (i.e., pain,
                       physical function, and quality of life) and the degree to which the expectations
                       were met after surgery.
            o   Next Steps: The PROMs team will continue to test the measure and will adjust the
                denominator statement if needed.

    •   Measure Specification – Exclusion Criteria
           o Overview: The PROMs team reviewed the original version of the exclusion criteria with
              the TEP members, then reviewed the new version with the updates that had been
              made based on feedback from public commenters and key stakeholders.
           o The PROMs team provided information on other relevant CMS measures to denote
              alignment in key areas in measure specification.
           o The PROMs team explained the rationale for the additions and exclusions to the
              criteria list, having received feedback from the Public Comment period and from key
              stakeholders, resulting in the following exclusion criteria:
                        Patients who underwent revision THA or TKA
                        Patients who underwent conversion THA or TKA
                        Patients with a fracture of the hip or knee at the time of the THA or TKA
                        Patients with tumors of the hip or knee at the time of the THA or TKA
           o TEP Feedback: The TEP members reviewed the updates made to the exclusion criteria,
              suggested some changes but overall endorsed the updated version.
                        TEP members endorsed the criteria regarding THA and TKA revisions and
                        conversions.
                        TEP members agreed to remove trauma-specific fractures since the new
                        fracture exclusion covers traumas.
                        While all TEP members endorsed excluding patients with tumors at the time of
                        the THA or TKA, there was a further discussion about tumor criteria being
                        further clarified by using ICD-10 codes to distinguish malignant versus non-
                        malignant tumors as well as bone versus soft-tissue tumors.
                        While most of the TEP members agreed with the public commenters who
                        suggested not to exclude hospice patients or patients with severe cognitive

CMS Measure Development Plan Technical Expert Panel                                                  10
March 22 and March 24, 2021, Meeting Summary
impairment, there was a further discussion about whether proxy responses
                         should be allowed if the patient is unable to complete the survey on their own.
                         It was determined that given the nature of the measure, using proxy responses
                         would not be appropriate.
             o   Next Steps: The PROMs team will reassess the denominator exclusion criteria based on
                 TEP input and will continue to test the measure exclusions.

Summary of Key Points
Key points from all three TEP meetings related to Measure Specification of the Care Goal Achievement
PRO-PM

        •   TEP members appreciated the update and were impressed with the progress made since
            October 2020.
        •   TEP members appreciated the constructive and positive comments received from the public
            commenters and key stakeholders.
        •   TEP members endorsed the measure specification changes presented and new changes
            brought up in the meetings.
        •   TEP members endorsed the measure specification for use in the remaining phases of testing.

Conclusion and Next Steps
Based on TEP feedback, the PROMs team will incorporate the updated measure specification, and the
newly added exclusion criteria into their testing, both retrospectively and prospectively in accordance
with the current phase of measure development and testing. The project team will continue to assess
other CMS measures, those in development, and those who have received NQF-endorsement for
alignment and harmonization.
The project team will continue to engage the TEP members leading up to May 27, 2021 MUC List
submission as well as the NQF submission in August 2021.

CMS Measure Development Plan Technical Expert Panel                                                       11
March 22 and March 24, 2021, Meeting Summary
Appendices
  I.   Meeting Agendas
          o March 22 and March 24, 2021 Meeting Agenda
 II.   PowerPoint Presentation

CMS Measure Development Plan Technical Expert Panel      12
March 22 and March 24, 2021, Meeting Summary
Meeting Attendees & Agenda

                     TEP- MOOR PRO-PM Consultation Meeting

Attendees
Monday, March 22, 2021 - 2 p.m.
 BWH PROMs Team                                    TEP Members
 Ronen Rozenblum, PhD                              Martie Carnie
 Stephanie Singleton                               Bonnie Blanchfield, CPA, SM, ScD

Wednesday, March 24, 2021 - 3 p.m.
 BWH PROMs Team                                    TEP Members
 Ronen Rozenblum, PhD, MPH                         Kevin Bozic, MD, MBA
 Stephanie Singleton                               Aileen Davis, PhD
 Tyler Oliver, BS
 Amanda Norton, MPH

Wednesday, March 24, 2021 - 5 p.m.
 BWH PROMs Team                                    TEP Members
 Ronen Rozenblum, PhD, MPH                         Jay Lieberman, MD
 Stephanie Singleton                               William Jiranek, MD
 Tyler Oliver, BS
 Amanda Norton, MPH

Agenda

   I. Welcome
   II. Project Updates
        • Overall Progress since the last TEP meeting in October 2020
   III. Public Comment Overview
        • Goals
        • Stakeholder
        • Overall Responses
   IV. Public Comment Measure Specification Feedback
        • Brief Measure Description
        • Numerator Statement
        • Denominator Statement
        • Inclusion and Exclusion Criteria
   V. Discussion

CMS Measure Development Plan Technical Expert Panel                                   13
March 22 and March 24, 2021, Meeting Summary
Care Goal Achievement PowerPoint

     Care Goal Achievement
     PRO-PM Development

     TEP Meetings
     March 22 & 24, 2021

        •   Project Brief Update
        •   Public Comment – Goals & Stakeholders
        •   Public Comment – Overall Responses
        •   Measure Specification
               - Brief Measure Description
               - Numerator Statement
               - Denominator Statement
               - Inclusion and Exclusion Criteria
        • Discussion

CMS Measure Development Plan Technical Expert Panel       14
March 22 and March 24, 2021, Meeting Summary
• In December 2020, we submitted our Public Comment Web Posting.
        • We sought feedback for the proposed care goal achievement PRO-PM in
          the following areas related to the Measure Specification:
               - Measure Numerator Statement
               - Measure Denominator Statement
               - Inclusion and Exclusion Criteria

CMS Measure Development Plan Technical Expert Panel                             15
March 22 and March 24, 2021, Meeting Summary
• 10 commenters responded via an online questionnaire.
        • Response to our public comment web posting included key
          stakeholders representing the following areas:
               - Healthcare professionals (orthopedic surgeons)
               - Healthcare policy/research
               - Academic medical centers (PROMs leadership)
               - Electronic health record (EHR) vendors
               - Specialty societies/medical associations
               - Measure developers

        • All 10 of the commenters selected they found value in our proposed
          measure that aims to assess care goal achievement before and after
          THA and/or TKA.
        • One Commenter stated that “Using PROMs before and after surgery to
          measure expectations vs perceived outcomes is a good approach for
          assessing goal achievement.”
        • One Commenter noted that “Capturing and evaluating patient's
          expectations before and after procedures are important to improve
          patient's care quality.”

CMS Measure Development Plan Technical Expert Panel                            16
March 22 and March 24, 2021, Meeting Summary
Original Version
      The percentage of adult patients 18 years and older who had an elective primary total hip arthroplasty (THA) and/or total knee
      arthroplasty (TKA) during the performance period AND who completed both a pre- and post-surgical care goal achievement survey that
      generated a care goal achievement score of “x” or higher. “x” = to be determined following the quantitative and qualitative testing
      data/information and analysis.
      The measure is derived from patient responses to a new instrument that will be developed related to care goal achievement following
      THA and/or TKA. The new surveys will assess the patient’s main goals and expectations before surgery (i.e., pain, physical function and
      quality of life) and the degree to which the expectations were addressed after surgery.
      New Version
      The percentage of adult patients 18 years and older who had an elective primary total hip arthroplasty (THA) or total knee arthroplasty
      (TKA) during the performance period AND who completed both a pre- and post-surgical care goal achievement (CGA) survey and
      demonstrated that 75% or more of the patient’s expectations from surgery were met or exceeded.
      The new surveys will assess the patient’s main goals and expectations (i.e., pain, physical function and quality of life) before surgery and
      the degree to which the expectations were met after surgery.
      The pre-surgical data collection timeframe will be 0 to 90 days before surgery and the post-surgical data collection timeframe will be 90 to
      180 days after surgery.
      Updates – Based on feedback from public commenters and key stakeholders
      • Specified one procedure versus the other by changing ‘and/or’ to ‘or’
      • Defined PRO-PM threshold
      • Included data collection timeframes

      Original Version
      Total number of patients in the denominator who completed both a pre- and post-surgical care goal achievement survey that generated a
      care goal achievement score of “x” or higher. “x” = to be determined following quantitative and qualitative testing data and analysis.
      New Version
      Total number of patients in the denominator who completed both a pre- and post-surgical care goal achievement (CGA) survey who
      demonstrated that 75% or more of the patient’s expectations from surgery were met or exceeded.
            • The CGA surveys were developed and defined based on qualitative interviews and focus groups with patients, health care
              providers and policy makers, and quantitative testing data and analysis.
            • The PRO-PM score [proportion of expectations met or exceeded] and threshold (i.e., 75% or more) was developed based on
              qualitative interviews with key stakeholders and quantitative testing data and analysis. A higher score indicates greater care goal
              achievement.
            • The CGA surveys, PRO-PM score and threshold were vetted by our Technical Expert Panel (TEP), Steering Committee and measure
              developers.
      Updates – Based on feedback from public commenters and key stakeholders
      • Specified one procedure versus the other by changing ‘and/or’ to ‘or’
      • Defined PRO-PM threshold
      • Included data collection timeframes

CMS Measure Development Plan Technical Expert Panel                                                                                                  17
March 22 and March 24, 2021, Meeting Summary
Original Version
        Adult patients age 18 and older who undergo an elective, primary THA and/or TKA during the performance period AND who have a
        completed care goal achievement survey within 90 days prior to the date of surgery AND between 90-180 days after surgery.
        New Version
        Adult patients age 18 and older who undergo an elective, primary THA or TKA during the performance period AND who have completed a
        pre-surgical care goal achievement (CGA) survey 0 to 90 days before surgery AND a post-surgical CGA survey within 90-180 days after
        surgery.
        Updates – Based on feedback from public commenters and key stakeholders
        • Specified one procedure versus the other by changing ‘and/or’ to ‘or’
        • Specified ‘pre-surgical’ and ‘post-surgical’ with regard to the timeframes of data collection

        Original Version
        • Patients who had a revision THA and/or TKA
        • Patients with a fracture of the hip or lower limb indicating trauma at time of the THA or TKA
        • Patients with severe cognitive impairment that overlaps the data measurement collection period or THA and/or TKA procedure
        • Patients who are/were in hospice care during the measurement period
        New Version
        • Patients who underwent revision THA or TKA
        • Patients who underwent conversion THA or TKA
        • Patients with a fracture of the hip or knee at the time of the THA or TKA
        • Patients with tumors of the hip or knee at the time of the THA or TKA
        Updates – Based on feedback from public commenters and key stakeholders
        • Specified one procedure versus the other by changing ‘and/or’ to ‘or’
        • Specified knee instead of lower limb for patients with fractures at the time of the THA or TKA
        • Included patients who underwent conversion THA or TKA to the exclusion criteria
        • Included patients with tumors of hip and knee at the time of the THA or TKA to the exclusion criteria
        • Removed patients with trauma-specific fractures from exclusion criteria
        • Removed patients who are/were in hospice care during the measurement period from exclusion criteria
        • Removed patients with severe cognitive impairment that overlaps the data measurement collection period or THA or TKA procedure from
          exclusion criteria

CMS Measure Development Plan Technical Expert Panel                                                                                             18
March 22 and March 24, 2021, Meeting Summary
CMS Measure Development Plan Technical Expert Panel   19
March 22 and March 24, 2021, Meeting Summary
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