Description

This Action List flags severe hemophilia patients whose treatment plans have not been updated in 18 or more months. Patients who have had an HTC visit or phone contact within the same period are excluded, as their treatment plans may have been reviewed but not formally updated in CBDR.

Why This Matters

• Severe patients on prophylaxis require regular treatment plan reviews to reflect dose adjustments, product switches, or changes in bleeding phenotype
• A stale plan with no clinic contact suggests the patient may have changed regimen, switched products, or disengaged from care
• Stale treatment plans compromise product utilization tracking and procurement forecasting at the national level
• CDA DRD reviews rely on current treatment data to assess real-world effectiveness of funded therapies

Selection Criteria

Remediation Steps

1. Review current regimen: Check the clinic chart, EMR, or pharmacy records to confirm the patient's current prophylaxis regimen, product, dose, and frequency.
2. Assess for regimen changes: Determine whether the patient has switched products (e.g., to emicizumab or an extended half-life concentrate), adjusted dose, or changed frequency since the last recorded plan.
3. Update treatment plan in CBDR: Navigate to the Treatment Plan module and either update the existing plan or create a new one reflecting the current regimen. Set the effective date to when the change occurred.
4. Confirm if no change: If the regimen has not changed, update the treatment plan review date to confirm the plan was reviewed and remains current. This removes the patient from the action list.
5. Document contact: If the patient was contacted to confirm their regimen, record the phone consultation or clinic review in CBDR.