Traveling into the Future with the 5010 Implementation Timeline

1. Traveling into the Future with the 5010 Implementation Timeline HIPAA COW Spring 2009 Conference Presented by Laurie Burckhardt, WPS EDI Manager

2. Session Agenda • 5010 Final Rule • Timeline Background • Most Current Timeline • Discuss how the Timeline can benefit you with interactive discussion topics

3. 5010 Final Rule • 1/2009: Publish proposed rule • 1/2009: Begin Level 1 testing period activities (gap analysis, design, development) • 1/2010: Begin internal testing • 12/2010: Achieve Level 1 compliance (covered entities have completed internal testing and can send and receive compliant transactions.

4. 5010 Final Rule (Continued) • 1/2011: Begin Level 2 testing period activities (external testing with trading partners and move into production; dual processing mode). • 1/2012: Only 5010 version is allowed • 1/2013: Medicaid Subrogation

5. What we know about CMS? • Medicare has been working on 5010 implementation since April 2008. • System changes have already begun • Ready to accept 5010 by October 2010 • COBC announcement • if a provider submits 5010 claim transaction to Medicare, the claim will be in the 5010 format if claim is selected for crossover

6. What can we do now? • Projects in the works • How does 5010 affect the project • New projects • How does 5010 affect the project? • Can 5010 be used to help the project? • Can the project be used to help 5010? • Begin identifying business process changes • Identify business owners

7. Initial Timeline Objectives • Consider many regulatory directives • Determine timing and relationships • Develop timelines and have a process to update as: • Regulatory dates change • Legislation sets new requirements • Other issues have impact • New knowledge is gained –a key element!

8. NCHICA –WEDI Partnership • Formed Timeline Steering Committee Project Director –appointed by WEDI • Project Assistant Director –appointed by NCHICA • 2 NCHICA representatives • 2 WEDI representatives • A representative from an SDO/DSMO (X12)

9. NCHICA –WEDI Partnership (continued) • Workgroups established for specific issues (e.g. 5010) • Chair/Co-Chairs appointed by Steering Committee • Open membership –volunteer and join by appointment of Workgroup chairs • Need balanced representation (Plans, Providers, Vendor, Government)

10. Work Accomplished (so far) • First “Specific Issue” projects selected • 5010 Upgrade • ICD-10 • Steps identified for providers, plans, federal government, vendors • Relationships identified • Timelines updated • Timeline recommendations presented at the 5010 and ICD-10 PAGs

11. Anatomy of a WEDI Timeline • Basic software development methodology Understand requirements (gaps) • Determine how those requirements affect: • Business process changes • Vendor support requirements • Infrastructure requirements • Stakeholder impacts • Budget/Funding work

12. Anatomy of a WEDI Timeline (continued) • Software development and vendor dependent work • Communication to partners • Limited production • Big transition (migration) phase

13. Timeline Presentation Most current 5010 Timeline will be presented in this section Current electronic copy can be found at: http://www.nchica.org/HIPAAResources/timeline.htm

14. Using the Timeline • How can an organization use the Timeline • It will help pace yourself • Use to get your vendors committed and “on board” with your requirements • Reminder of the key steps to pursue an upgrade and migration to a new version • Helps communities plan coordination efforts • Emphasis on more than just the IT work (People, Partners, Process) • Important to focus on the Transition steps • Become involved with your organization, your partners, your community, and with WEDI

15. QUESTIONS?

16. Contact Info: Laurie Burckhardt Laurie.Burckhardt@wpsic.com WPS Insurance 608-223-5851