THE WELCH COMPANY
440 Davis Court #1602
San Francisco, CA 94111-2496
415 781 5700
rodwelch@pacbell.net


S U M M A R Y


DIARY: September 25, 2007 05:18 AM Tuesday; Rod Welch

Karen called facilitate Kaiser payment clinical trial referral to UCSF.

1...Summary/Objective


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CONTACTS 

SUBJECTS
Kaiser Failure Perform Duty Pay Costs  Rferral Patient Treatment UCS

2803 -
2803 -    ..
2804 - Summary/Objective
2805 -
280501 - Follow up ref SDS 14 0000.
280502 -
280503 -
280504 -
280505 -
280506 -
280508 -  ..
2806 -
2807 -
2808 - Progress
2809 -
280901 - Received call this afternoon from Karen on referral by the primary
280902 - care physician, discussed during the meeting at Kaiser on 070921.
280903 - ref SDS 14 QZ82
280905 -  ..
280906 - Karen's assignment adds resources to correct problems that occurred
280907 - because resources were not added for developing referral coordination
280908 - to implement understandings between UCSF and Kaiser on 061230.
280909 - ref SDS 1 3X6K  There were 4 weeks available for staff to plan the
280910 - work.  Unlike today, neither Karen nor anyone else was assigned to
280911 - this work.  Coordination requirements was reviewed in the record
280912 - meeting with UCSF on 070130 to launch Kaiser's clinical trial referral
280913 - project for Millie. ref SDS 5 RM4G  At that time, benefits of
280914 - developing a plan were listed.  ref SDS 5 AQ5L  On 070222 Doctor
280915 - Rugo's coordinator noted advantage of developing a coordination plan
280916 - between Kaiser and UCSF. ref SDS 6 VK5N
280918 -  ..
280919 - There were 8 issues that required coordination, ref SDS 6 KL5G,
280920 - including as it has turned out billings. ref SDS 6 YR8J
280922 -  ..
280923 - Karen plans to call Kaiser's Outside Referrals department to get
280924 - information on the referral in this case.  She requested background to
280925 - guide her inquiries.  Rather than involve Outside Referrals at this
280926 - time presentation of background to Outside Referrals in January could
280927 - have assisted the doctor in affecting objectives for Millie's care.
280929 -  ..
280930 - Submitted ref DIT 1 0001 to assist Karen reviewing patient history on
280931 - clinical trial referral to UCSF in January, and Kaiser payment issues
280932 - that came up recently on 070823, ref SDS 7 X16N, and then discussed
280933 - with UCSF on 070830. ref SDS 8 0001
280935 -         ..
280936 -    1.  Thanks very much for your call this afternoon.  By copy I am
280937 -        letting [the primary care physician] know that you have
280938 -        followed up on his referral for Kaiser social work consultation
280939 -        from the meeting last Friday. ref SDS 14 QK4J and ref SDS 14 WF8P
280940 -        I also talked this afternoon to Bob Schwartz with the UCSF
280941 -        accounting department. ref SDS 16 L86J  Bob said that his boss
280942 -        is working on issues, ref SDS 16 VE5M, presented in the letter
280943 -        submitted to UCSF yesterday on 070924. ref SDS 15 2A5J and
280944 -        ref SDS 15 UM4U, ref DIT 1 0001
280945 -
280946 -            [On 070926 letter from Karen reports investigating issues.
280947 -            ref SDS 17 QY5I
280949 -             ..
280950 -            [On 070926 case study shows overwhelming complexity of
280951 -            Millie's case causes emotional doubt and worry for cancer
280952 -            patient. ref SDS 17 OS4G
280954 -             ..
280955 -            [On 071001 submitted follow up letter with further
280956 -            background showing requrements for Kaiser to pay for
280957 -            Millie's care on referral to UCSF. ref SDS 18 QY5I
280959 -             ..
280960 -            [On 071001 case study showing clinical trials are
280961 -            prescribed by Kaiser as the best treatment for Millie.
280962 -            ref SDS 18 LE3G
280964 -         ..
280965 -    2.  For background talking to Kaiser Outside Referrals, please see
280966 -        the record of discussions on 070124 with Pam and Barbara.
280967 -        ref SDS 4 6S6L, ref DIT 1 F66K
280969 -         ..
280970 -    3.  Millie returned and heard the last part of our discussion, and
280971 -        feels better knowing someone at Kaiser can take time to assist
280972 -        the doctor with these issues. ref DIT 1 F67H
280974 -  ..
280975 - Attached following correspondence, ref DIT 1 MR8L, to support Karen's
280976 - work in this case...
280977 -
280978 -        1.  Patient letter to UCSF ATTN:  Bob Schwartz
280979 -            Dated:  September 24, 2007 0320
280980 -            Subject;  Patient Millie UCSF MRN......; Kaiser MRN......
280981 -            ref DIP 5 0001......... ref SDS 15 2A5J
280983 -             ..
280984 -        2.  UCSF Bob Schwartz letter to Patient
280985 -            Dated:  September 20, 2007
280986 -            Subject:  Patient Millie UCSF MRN......; Kaiser MRN......
280987 -            ref DRP 3 0001......... received 070924, ref SDS 15 EZ5J
280989 -             ..
280990 -        3.  Patient letter to UCSF ATTN:  Bob Schwartz
280991 -            Dated:  September 19, 2007 2245
280992 -            Subject:  Patient Millie UCSF MRN......; Kaiser MRN......
280993 -            ref DIP 4 0001............... ref SDS 13 EZ5J
280995 -             ..
280996 -        4.  Patient letter to UCSF ATTN: Doctor Rugo; to Kaiser ATTN
280997 -            Primary Care Physician
280998 -            Dated:  September 9, 2007
280999 -            Subject:  Payment Clinical Trial
281000 -            ref DIP 3 0001..................... ref SDS 12 XH5H
281002 -             ..
281003 -        5.  Kaiser letter Primary Care Physician to Patient
281004 -            Dated:  September 7, 2007 1554
281005 -            Subject:  Payment Clinical Trial... Account..... (UCSF)
281006 -            ref DRP 2 0001................... ref SDS 11 XH5H
281008 -             ..
281009 -        6.  UCSF letter Doctor Rugo to Patient
281010 -            Dated:  September 6, 2007 2242
281011 -            Subject:  Payment Clinical Trial... Account..... (UCSF)
281012 -            ref DRP 1 0001......................... ref SDS 10 I49K
281014 -             ..
281015 -        7.  Patient letter to UCSF ATTN:  Doctor Rugo
281016 -            Dated September 6, 2007 1216
281017 -            Subject:  Payment Clinical Trial Coinsurance Account.....
281018 -            ref DIP 2 0001.......................... ref SDS 10 G15I
281020 -             ..
281021 -        8.  Patient letter to UCSF ATTN:  Doctor Rugo
281022 -            Dated:  September 4, 2007
281023 -            Subject:  Clinical Trial Expense Dispute Resolution
281024 -            ref DIP 1 0001..................... ref SDS 9 G15I
281025 -
281026 -
281027 -
281028 -
281029 -
281030 -
281031 -
281032 -
281033 -
2811 -