BILL ANALYSIS                                                                                                                                                                                                    �






                             SENATE COMMITTEE ON HEALTH
                          Senator Ed Hernandez, O.D., Chair

          BILL NO:       SB 1357
          AUTHOR:        Wolk
          AMENDED:       April 21, 2014
          HEARING DATE:  April 24, 2014
          CONSULTANT:    Boughton

           SUBJECT  :  Physician Orders for Life Sustaining Treatment form:  
          state-wide registry.
           
          SUMMARY  :  Establishes a Physician Orders for Life Sustaining  
          Treatment registry at the California Health and Human Services  
          Agency.
          
          Existing law:
          1.Defines advanced health care directive or advance directive to  
            mean either an individual health care instruction or a power  
            of attorney for health care.  Establishes a process and form  
            for an individual to give instructions about health care  
            decision making and designating an agent to make decisions on  
            his or her behalf.

          2.Requires the Secretary of State to establish a registry system  
            through which a person who has executed a written advance  
            health care directive may register in a central information  
            center, information regarding the advance directive, making  
            that information available upon request to any health care  
            provider, the public guardian, or the legal representative of  
            the registrant. 

          3.Requires the Secretary of State to establish procedures to  
            verify the identities of health care providers, the public  
            guardian, and other authorized persons requesting information  
            from the registry system. Prohibits a fee from being charged  
            to any health care provider, the public guardian, or other  
            authorized person requesting information from the registry  
            system.

          4.Prohibits failure to register with the Secretary of State from  
            affecting the validity of any advance health care directive.

          5.Requires the Secretary of State to work with the State  
            Department of Health Services (DHCS) and the office of the  
            Attorney General (AG) to develop information about end of life  
                                                         Continued---



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            care, advance health care directives, and registration of the  
            advance health care directives at the registry. Requires links  
            to this information and to the registry to be available on the  
            Web sites of the Secretary of State, DHCS, the office of the  
            AG, the Department of Managed Health Care, the Department of  
            Insurance, the Board of Registered Nursing, and the Medical  
            Board of California.


          6.Establishes the Physician Orders for Life Sustaining Treatment  
            (POLST) form and medical intervention and procedures offered  
            by the form, and requires that it be explained by a health  
            care provider, defined as an individual licensed, certified,  
            or otherwise authorized or permitted by the law of this state  
            to provide health care in the ordinary course of business or  
            practice of a profession. 

          7.Requires the form to be completed by a health care provider  
            based on patient preferences and medical indications, and  
            signed by a physician and the patient or his or her legally  
            recognized health care decision-maker. Requires the health  
            care provider, during the process of completing form, to  
            inform the patient about the difference between an advance  
            health care directive and the POLST form.

          8.Requires a request regarding resuscitative orders to be made  
            by an Emergency Medical Services Authority (EMSA) developed  
            prehospital "Do Not Resuscitate" or other substantially  
            similar form or, an EMSA approved POLST form.

          This bill:
          1.Requires the California Health and Human Services Agency  
            (CHHS) to establish and operate a statewide registry system,  
            to be known as the California POLST Registry, for the purpose  
            of collecting a POLST form, as defined, received from a health  
            care provider and disseminating the information in the form to  
            an authorized user.  Authorizes the registry to be operated  
            and maintained by a contractor of CHHS.  Requires CHHS to  
            adopt all rules necessary for the operation of the registry.

          2.Requires the rules to include:

                  a.        The means by which a POLST form may be  
                    submitted to the registry, revised, and revoked and  
                    include a method for electronic delivery of this  
                    information and the use of legally sufficient  




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                    electronic signature;
                  b.        Appropriate and timely methods by which the  
                    information in the registry may be disseminated to an  
                    authorized user;
                  c.        Procedures for verifying the identity of an  
                    authorized user; and, 
                  d.        Procedures to ensure the accuracy of and to  
                    appropriately protect the confidentiality of POLST  
                    forms submitted to the registry.

          3.Makes the registry and the information it contains the  
            property of the state and any disclosure of information in  
            POLST forms received by the registry to be made in a manner  
            consistent with the federal Health Insurance Portability and  
            Accountability Act of 1996.

          4.Requires a health care provider who completes a POLST with a  
            patient or his or her legally recognized health care  
            decision-maker to submit a copy of the POLST to the registry  
            unless the patient or the decision-maker chooses not to  
            participate in the registry.

          5.Indicates that an authorized user acting upon information  
            obtained from the registry is not subject to criminal  
            prosecution, civil liability, discipline for unprofessional  
            conduct, administrative sanction, or any other sanction if  
            that person acted in good faith and had no knowledge that the  
            action or decision would be inconsistent with a health care  
            decision that the individual signing the request would have  
            made on his or her own behalf under like circumstances.

          6.Defines "authorized user" as a person authorized by CHHS to  
            submit information to, or to receive information from, the  
            POLST registry, including health care providers.

           FISCAL EFFECT  :  This bill has not been analyzed by a fiscal  
          committee.



           COMMENTS  :  
           1.Author's statement.  According to the author, POLST is a form  
            that contains a doctor's orders to ensure that a patient's  
            wishes are honored regarding medical treatment towards the end  
            of life. Currently, the POLST form is a paper document, and as  




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            such, is oftentimes a key barrier to its effectiveness given  
            that it can be misplaced. Furthermore, there isn't a central  
            database or registry that first responders can access in an  
            emergency situation.  
          
            A statewide electronic POLST registry in California would help  
            ensure immediate access to vital medical orders by emergency  
            medical personnel.  In an era of ever-increasing technology  
            and federal funding available to specifically support  
            electronic health records several states are developing and a  
            few states have already completed a statewide registry to  
            access POLST forms more effectively. 
          

          2.What is POLST?  According to the POLST Legislative Guide,  
            approved February 28, 2014 by the National POLST Paradigm Task  
            Force, the POLST Paradigm is a clinical process designed to  
            facilitate communication between health care professionals and  
            patients with serious illness or frailty (or their authorized  
            surrogate) where the health care professional would not be  
            surprised if the patient died within the next year.  The  
            process encourages shared, informed medical decision-making  
            leading to a set of portable medical orders that respects the  
            patient's goals for care in regard to the use of  
            cardiopulmonary resuscitation and other medical interventions,  
            is applicable across health care settings, and can be reviewed  
            and revised as needed.  The POLST paradigm promotes the use of  
            a highly visible, portable medical form that transfers from  
            one setting to another with the patient.  It functions as a Do  
            Not Resuscitate order and provides treatment direction for  
            multiple situations.  The form itself is outcome neutral.  Its  
            options range from full treatment to comfort care only.  


          POLST is neither an advance directive nor a replacement for  
            advance directives.  However, both documents are helpful for  
            communicating patient wishes when appropriately used.  An  
            advance directive is a form in which an individual appoints a  
            person or persons to make health care decisions for the  
            individual if and when the individual loses capacity to make  
            health care decisions (health care power of attorney); and/or  
            provides guidance or instructions for making health care  
            decisions (living will).  An advance directive is from the  
            patient, not a medical order.   POLST consists of a set of  
            medical orders that applies to a limited population of  
            patients and addresses a limited number of critical medical  




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            decisions.  POLST is a complement to advance directives in  
            that it serves as a translation tool and a continuity of care  
            assurance.

          3.POLST in California.  As published in an August 10, 2012  
            article in the Journal of General Internal Medicine,  
            Implementation of Physician Orders for Life Sustaining  
            Treatment in Nursing Homes in California:  Evaluation of a  
            Novel Statewide Dissemination Mechanism, 546 California  
            nursing homes were surveyed and in 82 percent of responding  
            nursing homes, staff received POLST education and 59 percent  
            reported having a formal policy on POLST.  Two-thirds had  
            admitted a resident with a POLST and 15 percent of newly  
            admitted residents over the past month had a POLST.  Few  
            nursing homes reported difficulty following POLST orders, but  
            38 percent noted difficulty involving physicians in POLST  
            completion.  A 2013 article in the Journal of American  
            Geriatrics Society, Implementing Physician Orders for  
            Life-Sustaining Treatment in California Hospitals:  Factors  
            Associated with Adoption, indicates of 349 hospitals surveyed,  
            81.9 percent responded.  Sixty-five percent of hospitals had a  
            policy on POLST, 87 percent had available POLST forms, 84  
            percent had educated staff, and 94 percent reported handling  
            POLST properly in the emergency department on admission.   
            Although POLST is widely used in California, a significant  
            minority of hospitals remain unprepared three years after  
            implementation.  


          4.Other Registries.  


                a.     Advance Health Care Directive Registry  .  The  
                 Secretary of State maintains the Advance Health Care  
                 Directive Registry as required by law which allows a  
                 person who has executed an advance health care directive  
                 to register information regarding the directive with the  
                 Secretary of State. This information is made available  
                 upon request to the registrant's health care provider,  
                 public guardian, or legal representative. A request for  
                 information must state the need for the information.  An  
                 advance health care directive can be made a part of the  
                 Secretary of State's registry by attaching a copy of the  
                 advance health care directive to the Registration of  
                 Written Advance Health Care Directive filed with the  




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                 Secretary of State. As an alternative to providing a copy  
                 of the written directive to the Secretary of State, its  
                 location can be indicated on the registration form.  As  
                 of March 24, 2014, the registry had 4,464 records in the  
                 registry.  The Secretary of State receives an average of  
                 35 filings per month and an average of 40 requests per  
                 month from providers to receive advance health care  
                 information.  The Secretary of State does not perform  
                 marketing activities for the registry other than the  
                 information on their Internet Website.  The Secretary of  
                 State's office indicates that the registry is an odd fit  
                 for the Business Program Division and that many health  
                 care providers would not think to look for it at the  
                 Secretary of State's office.  The annual cost to maintain  
                 the registry is approximately $45,000, excluding overhead  
                 costs.  There is a $10 registration fee but the registry  
                 is maintained along with all other Business Programs  
                 Division filings through an annual appropriation from the  
                 Business Fees Fund.


                b.     California Cancer Registry  .  According to the  
                 California Department of Public Health, California Cancer  
                 Registry (CCR) is California's statewide population-based  
                 cancer surveillance system. The CCR collects information  
                 about all cancers diagnosed in California (except basal  
                 and squamous cell carcinoma of the skin and carcinoma in  
                 situ of the cervix).  In 1985, statewide,  
                 population-based cancer reporting was required by law.  
                 The CCR is now recognized as one of the leading cancer  
                 registries in the world. Due to the size and diversity of  
                 the California population, more is now known about the  
                 occurrence of cancer in diverse populations than ever  
                 before. The CCR has proven to be the cornerstone of a  
                 substantial amount of cancer research in the California  
                 population.  


                c.     California Immunization Information Registry  (CAIR).  
                  CAIR is a collaborative effort involving local health  
                 departments, the California Department of Public Health,  
                 Immunization Branch, and a spectrum of key stakeholders  
                 across the state.  There are seven regional registries  
                 managed by department staff.  CAIR is working to develop  
                 an integrated, statewide computerized registry to network  
                 each child's full immunization history. 




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                 Health care providers and other authorized users log in  
                 to the registry using a user ID and password.  In  
                 addition to accessing patient immunization information,  
                 users can utilize the integrated vaccine algorithm to  
                 determine vaccinations due, enter new patients or vaccine  
                 doses administered, manage vaccine inventory, run patient  
                 or inventory reports, or run reminder/recalls on their  
                 patients.  New patients or vaccine doses can either be  
                 entered directly into CAIR using the web interface or can  
                 be submitted electronically as aggregated data files  
                 (e.g. exported from their EHR systems) for upload to  
                 CAIR.  Many prominent private and public health care  
                 entities already share data electronically with CAIR.


                 Statewide there are 14.9 million patients with 160  
                 million vaccines registered.  In 2010 state General Fund  
                 support for the registries (approximately $3.5 million)  
                 was withdrawn and efforts to integrate the registries  
                 were put on hold.  Support to users and system  
                 enhancements were diminished.

          5.Lessons Learned.  Pathways to POLST Registry Development:   
            Lessons Learned by Zive and Schmidt, October 2012, examined  
            POLST Paradigm registry systems in seven different states  
            (California, which has no current registry, Idaho, New York,  
            Oregon, Utah, Washington State, and West Virginia).   Five of  
            the states studied had either an active registry or an  
            Electronic Form Completion System.  Several key findings  
            emerged:  1) Defining the registry's purpose is essential.  2)  
            A mature, widespread POLST program supports more rapid  
            population of the registry.  3) Strong leadership is  
            essential.  4) Integrating into existing health care systems  
            and Electronic Medical Records increases use and economizes  
            resources.  5) Volume of submissions is impacted by the  
            process for submission and who can submit.  6) Launching a  
            registry prematurely can divert resources from other aspects  
            of establishing a successful POLST program.  7) Sustaining  
            funding for registry operations is vital to long-term success.  
             According to the 2012 study, California's POLST is relatively  
            new.  Since California is such a large and diverse state,  
            statewide coordination including interaction and communication  
            with local health care leaders has been extremely important.   




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            Much of the focus is on quality implementation.  Because  
            emergency responders are overseen by 32 local emergency  
            medical authorities rather than a single statewide entity  
            there is no logical centralized home for a registry.   
            Additionally, the desire to share information electronically  
            expands to health care information beyond POLST, and the state  
            of health information technology is in flux.  The registry  
            needs to interface with future health information technology.

          6.Oregon.  The Oregon registry is a model for other states.  The  
            registry is housed in the Oregon Health Authority and operated  
            on contract with the Oregon Health and Science University  
            Department of Emergency Medicine, which already had a 24-hour  
            Emergency Communication Center.  Legislation adopted in Oregon  
            mandated that all completed POLST forms be submitted to the  
            registry by the signer unless the patient opts out.  Vynca, a  
            web-based platform for the completion, storage and rapid  
            access of advance care planning forms is being piloted at  
            Oregon Health and Science University and the Oregon POLST  
            registry, supported by the California HealthCare Foundation,  
            and is currently under evaluation for purchase at sites across  
            northern California.
               
          7.Double referral. This bill is double referred. Should it pass  
            out of this committee it will be referred to the Senate  
            Judiciary Committee.
          
          8.Related legislation.  AB 2452 (Pan) would require, commencing  
            on January 1, 2016, the Secretary of State to establish and  
            maintain access, as specified, to a secure portion of the  
            Secretary of State's Internet Web site that provides an  
            electronic reproduction of an advance health care directive  
            and other specified documents submitted to the registry  
            system. This bill is currently pending in the Assembly Health  
            Committee.
          
            AB 1683 (Jones) would require the Department of Public Health  
            to inform all patients diagnosed with, or being treated for  
            cancer that their case has been reported to the Ken Maddy CCR  
            within six months of their case being reported. This bill is  
            currently pending in the Assembly Appropriations Committee. 
                 
          9.Prior legislation. AB 3000 (Wolk), Chapter 266, Statutes of  
            2008, created POLST in California, which is a standardized  
            form to reflect a broader vision of resuscitative or life  
            sustaining requests and to encourage the use of POLST orders  




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            to better handle resuscitative or life sustaining treatment  
            consistent with a patient's wishes.
          
            AB 1676 (Richman and Nation), Chapter 434, Statutes of 2005,  
            created the Advance Directives and Terminal Illness Decisions  
            Program, which requires the Secretary of State to work with  
            the Department of Health Services (now DHCS) and the AG to  
            develop information about end of life care, advance health  
            care directives, and registration of the advance health care  
            directives at the Advance Health Care Directive Registry. This  
            act also requires links to be provided for this information on  
            the websites of the Secretary of State, DHCS, the AG,  
            Department of Managed Health Care, Department of Insurance,  
            Board of Registered Nursing, and the Medical Board of  
            California.

            AB 2442 (Canciamilla), Chapter 882, Statutes of 2004, requires  
            the Secretary of State, as part of the duties associated with  
            the Advance Health Care Directive Registry, to receive and  
            release a person's advance health care directive and transmit  
            the information to the registry of another jurisdiction upon  
            request. It requires the Secretary of State to respond by the  
            close of business on the next business day to a request for  
            information received from the emergency department of a  
            general acute care hospital.

            AB 891 (Alquist), Chapter 658, Statutes of 2000, established  
            the Health Care Decisions Law which also governs advance  
            health care directives.

            SB 1857 (Watson), Chapter 1280, Statutes of 1994, requires the  
            Secretary of State to establish a central registry for power  
            of attorney for health care or a Natural Death Act  
            declaration.  This legislation was repealed and replaced by  
            the Health Care Decisions Law.

            AB 48 (Cedillo), Chapter 368, Statutes of 2000, renamed the  
            California Cancer Registry the Ken Maddy CCR.

            AB 136 (Connelly), Chapter 841, Statutes of 1985, established  
            California Cancer Registry.

          10.Support.  The California Chapter of the American College of  
            Emergency Physicians writes in support that the POLST document  
            does not always travel with the patient.  The emergency  




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            department is often the place the end of life decisions a  
            patient set out in their POLST are put into practice.   
            However, many patients arrive in the emergency department  
            without the POLST form.  Having POLST forms available online  
            makes it possible for an emergency physician to quickly access  
            the form and honor the patient's wishes.  Without a POLST  
            form, emergency physicians will resuscitate.  This bill helps  
            ensure that a patient isn't resuscitated if that is not what  
            the person truly wants. The Coalition for Compassionate Care  
            of California (CCCC) writes in support that now that POLST  
            adoption is widespread in California, it is appropriate for  
            California to consider establishing an electronic registry for  
            POLST.  Use of health information technology to enhance  
            availability of medical records and other information has  
            increased dramatically in recent years, and the landscape of  
            health information technology continues to evolve.  An  
            electronic registry of POLST forms will ensure that  
            information is available to healthcare professionals that will  
            allow them to follow the stated wishes of patients regarding  
            medical treatment during serious illness, even when patients  
                               are not able to communicate these wishes and there is no one  
            else to speak on their behalf.  For the past year and half,  
            CCCC has been actively exploring options for and issues around  
            establishing a successful electronic registry.  CCCC and the  
            Institute for Population Health at UC Davis are looking to  
            piloting an electronic registry in two communities in  
            California.  Likewise, the California HealthCare Foundation is  
            conducting a feasibility study to examine what it would take  
            to implement a successful POLST registry in California and  
            ensure its sustainability. 

          11.Oppose.  The California Right to Life Committee, Inc., writes  
            in opposition to POLST because they consider a POLST form does  
            not guarantee the individual person's total control over  
            possible treatment therapies and this bill would further embed  
            the use of POLST in the legal, medical, and social fabric of  
            California.
             
          12.Where should it go?  Is the California Health and Human  
            Services Agency the appropriate entity to house the registry?   
            Would the Agency delegate to one of the departments under its  
            jurisdiction?  Should the POLST registry be housed together  
            with the Advance Health Care Directive Registry?  The low  
            uptake of the Advance Health Care Directive Registry suggests  
            that the Secretary of State may not be the appropriate place  
            to house a POLST registry.  Will a POLST registry have better  




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            uptake?  The Department of Public Health has some experience  
            with other registries.  Since Advance Directives and POLST  
            forms complement one another perhaps the registries should be  
            housed together.
          
          13.Are we ready?  According to the October 2012 lessons learned  
            report there were a number of issues raised that suggested  
            California wasn't quite ready for a POLST registry.  What has  
            changed since that report was published?  Has California's  
            POLST program matured enough?  Is there leadership at the  
            state level?  Does California have the resources now to  
            support this activity?
          
          14.Technical Amendment.  Page 2, line 9, "department" should be  
            replaced with "agency"
          
          
           SUPPORT AND OPPOSITION  :
          Support:  California Chapter of the American College of  
                    Emergency Physicians
                    California Long-Term Care Ombudsman Association
                    Coalition for Compassionate Care of California
                    Congress of California Seniors
                    Long Term Care Ombudsman Services of San Luis Obispo  
                    County
                    WISE and Healthy Aging Long-Term Care Ombudsman  
                    Program

          Oppose:   California Right to Life Committee, Inc.
                                      -- END --