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September, 2014 - PowerPoint Presentation

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September, 2014 - PPT Presentation

Clinical Trial Office S upport service for clinical trials performed using BMC clinical infrastructure A new clinical research support service is being launched to provide a central ID: 240319

research clinical support trial clinical research trial support medical trials center study financial office bmc cto director management service

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Slide1

September, 2014

Clinical

Trial

Office:

S

upport

service for clinical trials

performed

using BMC clinical infrastructureSlide2

A new clinical research support service is being launched to provide a central and comprehensive framework of financial and administrative support and oversight for clinical trials performed using BMC clinical infrastructure. The objectives of the service

are to: Increase the support for clinical trials through expanded institutional involvement and continued investments in the clinical research infrastructure

Improve cost recovery by expanding on our ability to budget and bill industry-sponsored clinical research for professional fees and hospital service costsEnhance clinical research billing processes

by educating the clinical research community on national best practices; and implementing policies, procedures and systemsThe Clinical Trial Office is a major component of this new environment and will be involved with awards for both BU and BMC.This presentation will outline why changes are necessary, what’s new (focus on the Clinical Trial Office), what has been done so far, and next steps.

2Executive SummarySlide3

Why is Change Necessary?

The National landscape consists of tighter regulations and increased scrutiny of research costs. Noncompliance with federal regulations can lead to stringent corrective action plans and financial implications. A few examples:

University of Alabama at Birmingham (2005) $3.4MUnlawfully billed Medicare for clinical research trials that were also billed to the sponsor of research grants (double billing).

Rush University Medical Center in Chicago (2005) $1.0MInappropriate clinical trials charges submitted to Medicare and Medicaid Beth Israel Deaconess Medical Center (2002) $ 3.2MImproper billing of experimental cardiac devices to MedicareThe following examples at BMC were identified in the recent past:Clinical Trial participants received bills in error due to incorrect registrationPotential misappropriation of clinical trial expenses resulting in return of funds

A Clinical Trial requiring Research MRI’s did not follow standard practice and could have resulted in research charges being charged incorrectlyAn independent assessment of 5 clinical trials in 2012 found that 89% of expected professional charges related to participant study visits were potentially unbilled.

3Slide4

4

Membership

:

Chief Medical Officer

(Ravin Davidoff, MD), Chief Financial Officer (Richard Silveria

), Vice President, Finance (John Lindstedt), Medical Director, Research (Recruiting),

Exec. Director, Research (Michael Collins)Being formed and will include senior faculty across BMC participating in researchMembership: A mix

of BMC departmental administrators and clinical research coordinators, as well as representation from Patient Financial Services, Revenue Integrity, Investigational Pharmacy, and Radiology

Being recruited to support the strategic direction of clinical research at BMC and provide clinical and scientific support to Principal Investigators and the central service functions that support clinical research

Hired

to bring management to the various Research Operation Functions

Supports clinical research by managing the financial, legal and administrative components of clinical trials in conjunction with Principal Investigators and Study Teams

Institutional Commitment to Clinical Research:

Creating a Clinical Research IdentitySlide5

BU Charles River Campus

Boston Medical Center

Human Research Protection Program (IRB

):

BUMC

Office of Research

Compliance:

CRC

Intellectual Property and Commercial

Ventures:

CRC

Clinical and Translational Science

Award:

BUMC

Clinical Trial

Office:

BMC

Effective: 2014

Investigational Pharmacy

Service:

BMC

Laboratory for Animal Science

Center:

BUMC

BU Medical Campus

Note: Excludes research operations

managed separately

A New Value Added

Service

for Research

5

MANAGE | USESlide6

Clinical Trial Office Support ServicesThe Clinical Trial Office (CTO) will support clinical research by managing

the financial, legal and administrative components of clinical trials in conjunction with Principal Investigators (PIs) and Study Teams. The CTO is involved in the following functions:Study Initiation

Medicare Coverage Analysis (MCA)Budget Development (comprehensive negotiation support)Negotiation of Contract Terms and Conditions

Financial and Billing Management Reporting and AuditingAccount Reconciliation and Closeout The new program leverages best practices from peer institutions, including Partners Healthcare, Beth Israel Deaconess Medical Center, Tufts Medical Center, and Children’s Hospital. In addition to the local peer review; Jim Moran, Executive Director, Healthcare Advisory Services at Ernst & Young (formerly of Washington University) and Erika Stevens, Senior Manager (formerly of Dartmouth Hitchcock Medical Center and Columbia University Medical Center) are contributing insight to ensure that the CTO is consistent with standard practices.

6 Slide7

7

Benefits of CTO Support Service

Function

DetailsCentralized SupportOne office for BMC research to support contract management, research-related and patient-related billing, and closeoutBudgetsDevelopment and negotiation with sponsors for each protocol and study by a Clinical Trial Financial Analyst (CTFA)

Professional FeesPartnership between CTFA and professional groups to correctly budget and bill the sponsors to more accurately reflect physician time spent on clinical trials and increase revenue recoveryResearch Committee Involvement of senior faculty in setting research identityClinical Research Administrative

Task ForceInvolvement of study coordinators and departmental administration in changes to policies, processes and practices for clinical trial managementSlide8

8

PI Engagement is Important for Success!

Function

DetailsMedicare Coverage AnalysisRequirement for all clinical trials and involves PI effortBilling GridsRequirement for all clinical trials and involves study team effortStudy Participant ChargesGreater scrutiny to ensure patient charges are reconciled and meet Medicare billing standards

PI AttestationInvestigator attestation that study funding will be administered in good faith (study initiation) and charges have been properly submitted (close out).Although the CTO will strive to minimize additional administrative burdens on Principal Investigators, increased participation is needed to ensure the continued success of the institution’s clinical research program. Slide9

9

CTO Recruitment

Director, Clinical Trial Office:

Selvin OheneFormerly Administrative Director of Cancer Center, Tufts Medical CenterSenior Clinical Trial Financial Analyst: Dean RobinsonFormerly Clinical Trial Financial Analyst, Massachusetts General Hospital (CCPO)Senior Clinical Trial Financial Analyst: Allisson DuganFormerly Senior Research Administrator, Beth Israel Deaconess Medical CenterClinical Research Attorney: Meghan GarlandFormerly Senior Agreement Associate, Partners HealthcareSlide10

VelosCT10

Boston Medical Center has made a capital investment ($600K+) to implement a fully functional clinical trial management system (

Velos eResearch) that will assist with:

Participant recruitment and accrualScheduling, follow-up, retention and management Financial management Reporting for all clinical trialsThe implementation will be staged in three main phases, involve stakeholders with various cross-functioning subject matter expertise, and external support and is expected to be complete May, 2015 .

Phase I: System setup, configuration and onboarding new trialsPhase II: Data migration of selected existing studies Phase III: Additional interfaces created and integrated over next three yearsExecutive Sponsor: Michael Collins: Executive Director, Research Project Manager

: Garo Stone-DerHagopian: Associate Director, Research Business IntelligenceSlide11

Appendix

11Slide12

RESEARCH

vs. SOC

CHARGE

CAPTUREPATIENTVISIT

PATIENTREGISTRATION

PATIENT

CONSENT

COLLECTIONS

BILLING

&

CODING

INVOICING

CLAIMS

EDITING

IRB APPROVAL

COVERAGE

ANALYSIS

POST TO

CORRECT

RESEARCH

ACCT.

Clinical Trial Finance Lifecycle

BUDGETS

CONTRACT

MGMT

12

RECONCILIATION

ACCOUNT CLOSEOUT

REPORTING

CTO INVOLVEMENTSlide13

13

Policies and Procedures (Ernst & Young Engagement)

E&Y

Advisory Services reviewed 35 policies and procedures (some in draft). Minimal or no edits were suggested for 27 policies with proposed edits to 8 policies. E&Y drafted an additional 20 policies to support research operations.Slide14

The CTO will work in collaboration with the Associate Director, Research Operations to provide the clinical research community with opportunities for training and education.There will be multiple channels available to PIs and their study teams to receive training: Live group training sessions (available in

Fall, 2014)Targeted online training (via Healthstream) (TBA)Seminar series (TBA)The following training sessions will be required for Investigators/study teams involved in clinical research:

14

Training and Educational OpportunitiesTraining SessionPI requirementStudy team requirement

Clinical Research BillingMedicare Coverage AnalysisBudget DevelopmentCharge Capture (SOC vs. Research vs. Blended study visits)Clinical Trial Management System (VelosCT)optionalTime commitment is expected to be 1 hour per topic area.