Eigen X Case Study - MassHealth PASRR Program

Client Overview

Location: Massachusetts, USA

Industry: Medical/Health Care

Solution: Sales Cloud, Experience Cloud, FormAssrmbly

Go-Live Dates: August 2023

Preadmission Screening and Resident Review (PASRR) is a federal- and state-required process that is designed to, among other things, identify evidence of serious mental illness (SMI) and/or intellectual or developmental disabilities (ID/DD) in all individuals (regardless of source of payment) seeking admission to Medicaid- or Medicare-certified nursing facilities.

Challenge

• To address security concerns regarding the current Quickbase platform, the decision was made to migrate the PASRR process and associated data onto a consolidated platform (from Quickbase to Salesforce) that would reduce the amount of redundant data entry and provide stakeholders secure access to PASRR data

• The new system would need to posses: ​

  • Functionality for organizations to access a portal for submission of applications, viewing applicant data & documents, and the ability to transfer individuals from one facility to another.​

  • Security of data to ensure the right people see the correct data within the database and within a portal.​

  • The ability to accommodate nearly 100 organizations such as nursing homes, hospitals, and mental facilities.

Solution

• Eigen X and ForHealthConsulting created an application for internal use and an application portal in under 8 months for a go-live launch

• Developed and implemented a community portal that collected PASRR application information using FormAssembly and entered the information into Salesforce, which was then routed to internal user queues for review

• Enhanced internal processes via automations and a focus on user efficiency.​

• Implemented sharing rules and security to ensure that portal users saw only their individual's information from their facility to protect privacy rights

• Created self-service registration functionality for facilities to add individuals to access the portal, after a vetting and review process managed within Salesforce

Result

• End-to-end process maps of the PASRR technical and business process

• Migration of Quickbase’s PASRR system to an Enterprise-level platform, Salesforce, that met UMass Chan’s data security requirements and business needs

• Implementation of a portal that enhances collaboration and workflow across the PASRR process

• Reduction of duplicate data entry

• Implementation of data security best practices to ensure PASRR data could only be viewed by appropriate end users