ChartMaker® 2018.2 Software Release 6.5.3

Where can I find it?

Clinical: Reports > MIPS Dashboard

What do I need to know?

The MIPS Dashboard has been updated to default to the 2021 view when initially accessed, and prior to selecting a Configuration. Likewise, the default percentages of the MIPS total score will be displayed for 2021: Quality at 40%, Promoting Interoperability at 25%, Improvement Activities at 15%, and Cost at 20%. Do note, that once the configuration is selected for 2021 reporting period if you are exempt from the Promoting Interoperability category, the 25% will be reallocated to the Quality category; and if the Cost measures are not met, the 20% will be reallocated to the Quality category.

Also, for 2020, the dashboard has been updated to calculate the estimated MIPS total composite score, as well as Print and Generate File for Submission that includes all categories.

In addition, the title bar will display the reporting year, defaulting to 2021 if no configuration is selected. Once a configuration is selected, the reporting year will be dependent on the period configured for the selected configuration. Also, when accessing individual category dialogs (Quality Measures, Promoting Interoperability, Improvement Activities, and Cost) the reporting year will also appear in those title bars following the configuration name.

The MIPS Category Requirements dialog, accessed via the MIPS Requirements link in the MIPS Dashboard, has been updated to reflect the new category requirements for the 2021 reporting period.

In addition, the MIPS Dashboard Configuration dialog, accessed via the add or edit button, has been updated for the MIPS 2021 reporting period. The functionality works like MIPS 2020, with the addition of a new Promoting Interoperability Measure Selection section that contains a Support Electronic Referral Loops by Sending Health Information AND Support Electronic Referral Loops by Receiving and Reconciling Health Information option (selected by default), and a Health Information Exchange (HIE) Bi-Directional Exchange option. The Health Information Exchange (HIE) Bi-Directional Exchange option offers you an alternative reporting option to the other two options, and when selected in the MIPS Dashboard Configuration dialog, the Promoting Interoperability dialog will contain a new Performed HIE bi-directional exchange option and the two other Support Referral Loops options will not displayed in the measure grid.

Likewise, when the Health Information Exchange (HIE) Bi-Directional Exchange option is selected, the Support Electronic Referral Loops by Sending Health Information and Support Electronic Referral Loops by Receiving and Incorporating Health Information options in the Promoting Interoperability Exemption section of the MIPS Dashboard Configuration dialog will be grayed out and inaccessible.

How do I use it?

Upon upgrade, this functionality will be available as outlined above.

Where can I find it?

Clinical: Reports > MIPS Dashboard > Quality

What do I need to know?

All the Quality Measures for MIPS 2021 in the Quality Measure dialog have been updated to the 2020 version for the 2021 reporting period, and for the 2021 performance period will be 40% of the MIPS Total Score (unless PI and Cost categories are reallocated to Quality category). Likewise, all the associated benchmarks for each CQM have been updated to the 2021 version, which can be accessed by double-clicking each individual measure in the right pane. Do note that, for 2021, this year (and every year) CMS has made changes to the requirements for the majority of the CQMs. Please be sure to check the CQMs you are reporting to determine if changes were made that may affect your reporting and adjust accordingly.

 

How do I use it?

Upon upgrade, these options will be available and can be used as outlined above.

Where can I find it?

Clinical: Reports > MIPS Dashboard > Promoting Interoperability

What do I need to know

The Promoting Interoperability dialog has been updated with new and revised performance category measures and registry options for MIPS 2021, and for the 2021 performance period will be 25% of the MIPS Total Score.

Upon entering the Promoting Interoperability dialog for 2021, you will notice a single Performance Category Measures section that is like the Promoting Interoperability dialog for 2020. The functionality remains the same as 2020 with two exceptions. First, the Query of Prescription Drug Monitoring Program (PDMP) – BONUS measure has increased the total amount of points from 5 (in 2020) to 10 total points you can achieve in 2021.

And second, if the optional Health Information Exchange (HIE) Bi-Directional Exchange option was selected in MIPS Dashboard Configuration dialog, a new Performed HIE bi-directional exchange checkbox option will be available in the Promoting Interoperability dialog below the Include controlled substances in the E-Prescribing measure. Likewise, in the measure grid below, the two Support Referral Loops measures will be replaced by a single Health Information Exchange (HIE) Bi-Directional Exchange measure, along with the total achievable points (40). Since this measure result is structured in a Yes or No manner based on attestation, and is not dependent on numerator and denominator values, the 40 points will be allotted whenever the Performed HIE bi-directional exchange option is checked. All other measures and functionality, including exclusions and the redistribution of points for those exclusions, remains the same as 2020.

Like 2020, you will need to check the Performed a security risk analysis option before the Promoting Interoperability Score will be calculated. Likewise, the Submitted data to one or more public health agency or clinical data registry option will not be activated unless the Performed a security risk analysis option is selected, and performance measures, except for the PDMP measure, have been calculated and contain numerator and denominator information. Performance measures can be calculated, and reconciliation reports can be run for selected measures via the corresponding buttons.

After the Submitted data to one or more public health agency or clinical data registry option becomes active and is checked, the various registry options will become available. You can select up to a total of 10 points, or a single registry (5 points) and an exclusion, if applicable. Once a total of 10 points is selected, the other options will be grayed out. Likewise, the Exclusions checkboxes will become available for the registries after a single registry is selected, but not for the selected registry.

Only after the Performed a security risk analysis option has been selected, the performance measures have been calculated, and the registry information has been selected as applicable, will the Promoting Interoperability Score be calculated. This score will then be displayed on the Promoting Interoperability card in the MIPS Dashboard.

How do I use it?

Upon upgrade, these options will be available as outlined above.

Where can I find it?

Clinical: Reports > MIPS Dashboard > Improvement Activities

What do I need to know?

The Improvement Activities dialog has been updated with revised improvement activities for MIPS 2021, and for the 2021 performance period will be 15% of the MIPS Total Score. These are broken up into two sub-categories (High Weighted and Medium Weighted). As in previous versions, for each entry you can click the corresponding More Info? link to view further details regarding the activity. For 2021, the CMS partner in Patients Hospital Engagement Network option, in the Medium Weighted tab, has been removed. Also, for 2021, the descriptions, accessed via the More Info? links, for the Engagement of patient through implementation of improvements in patient portal and Comprehensive Eye Exams options, in the Medium Weighted tab, have been updated.

How do I use it?

Upon upgrade, these options will be available as outlined above. Select the applicable activity options, as applicable.

Where can I find it?

Clinical: Organizer
Clinical: Edit > Preferences

What do I need to know?

The system has been updated to streamline the workflow of sending faxes from Clinical where the actual sending process will be handled in the background, thereby cutting the time waiting for the fax to be sent and allowing you to perform other activities in Clinical once the fax has been generated. With this new workflow, after the faxing information has been configured in the Updox Facing dialog, and the Send button has been clicked, the system will generate the applicable documents to be faxed, and then a Fax Queued pop-up dialog will appear outlining the sending process.

After you click the OK button, you can perform other activities in Clinical and the system will complete the sending process in the background. If there is an error in the sending process and the fax failed to send, you will be alerted by a high priority To-Do List message. See Figure 11. If you double-click on the message, the Message Detail screen will appear and any details regarding the failure will be outlined.

How do I use it?

Upon upgrade, this features will be available as outlined above. To use the Updox eFaxing solution you must be enrolled. If you are not yet enrolled, you can do so here: https://sticomputer.com/electronic-faxing-enrollment/.

Where can I find it?

Practice Manager: Payment > Review Payments/Enter Credits/Pending Payments

What do I need to know?

In conjunction with our partnership with InstaMed for our Patient Pay Online billing payment solution, that provides a full suite of payment options for patients to pay their bills, the Payment tab has been updated with a Pending Payments tab, that allows you to easily view and post those payments that were received via InstaMed. If no Account # is entered, the Pending Payments tab will list all pending payments received from InstaMed; if an Account # is entered, only those pending payments for that patient will be listed. You can also filter the payments listed by All, which will display all pending payments regardless of them being entered by patient or by office; by Payments entered by patients, which will display only those pending payments entered by patient with a patient bill date; and by Payments entered by office, which will only display pending payments entered by the office. Likewise, you can sort the pending payments by payment date in Ascending order, or Descending order.

In the payment grid, any pending payments, and the open charges for which those may payments apply, will be listed. The payment information will include the patient or the responsible party Account number, the patient or responsible party Name, the Payment Date, Payment Amount, payment remaining Balance, and the Payment Transaction type. For the payments any applicable open charges will be listed directly below the payment, and the applicable charges will be auto selected until the payment balance is used. The charge information will include patient Name (if a payment is from a responsible party), Charge Date, Procedure, Paid Amount (being applied from the payment), Charge Balance, Payment Type, and Budget Plan (a Yes will be displayed if the patient has a budget plan).

You can uncheck and check the applicable charges, as well as configure the modify the Payment Type as needed. When the proper charges are selected, click the Save button to apply the payments to those selected charges. Any payments or payment balances that were not applied to a charge, or if there were no open charges selected, will remain in the Pending Payments tab.

If there are any unmatched payments, the Unmatched Payments button to the right will be highlighted, and if you click it, a Payment Reconciliation dialog will appear allowing you to match the received payments to the correct patient.

In the Payment Reconciliation dialog, any Unmatched Payments will be listed on the left side of the screen. To match a payment to a patient, simply select the payment on the left, and then in the Select Patient area you can click the Suggestions radio button for the system to provide any closely matching patients or click the Search radio button to search for a specific patient or responsible party. Once the patient has been located, select it in the list below, and any Open Charges will be listed in the corresponding section below. Click the Create Pending Payment button, and the system will match the selected payment to the patient’s open charge(s), and they will then be viewable in the Pending Payments tab.

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The Enter Credits tab has been updated with a new Pending Payments section that will list any pending payments for the selected patient. You can then create a new credit from a pending payment for the total amount of that payment, if applicable. When creating a new credit, you can highlight a payment in this section, and the Amount field, in the Credit Information section, will default to the pending payment amount and will be grayed out and inaccessible. The Credit Type will default to Patient and will also be grayed out and inaccessible. The Payment Type will default to whatever value is in the Default Payment Type for InstaMed payments field in the Payment tab of the Maintain System Preferences (Administration > Preferences > System Level Preferences) or the Maintain Practice Preferences (Administration > Preferences > Practice Level Preferences) dialog. You can modify the Payment Type as needed. The Date Paid will default from the pending payment’s date paid.

Once the credit information has been saved, it will appear in the credit listing above, and will have a Yes in the From Pending Payments column. The pending payment will then be removed from the Pending Payments section below and will no longer appear in Pending Payments tab. You can then apply the credit as any other credit in the system.

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The payment grid in the Review Payments tab has been updated with a From Pending Payments column that allows you to easily see if the payment was generated from the Pending Payments tab. These payments that were generated from the Pending Payments tab will have a Yes in this column. You can modify the location of this column via the Payment Grid Column Order dialog (Administration > Preferences > Screen Config > Payment Grid).

How do I use it?

Upon upgrade, these options will be available and can be used as outlined above. To use the Patient Pay Online solution you must be enrolled. If you are not yet enrolled, you can do so here: https://sticomputer.com/patient-pay-online/.

Where can I find it?

Clinical: Order Procedures
Practice Manager: Clinical > Immunization > Immunization Entry

What do I need to know?

In Clinical, the Immunization section of the Order Procedure dialog has been updated so that whenever a COVID-19 vaccine CVX Code is selected for the immunization, a Priority Group drop-down field will appear below the Administered By field, allowing you to select the priority group type the patient falls into for the vaccine.  The Priority Group type is required when sending COVID-19 immunization information for NYSIIS, and when configured, it will be included in the OBX segment of the immunization file, as well as being displayed with the other configured procedure information in the chart note.

In Practice Manager, the Immunization section of the Immunization Entry dialog has been updated so that whenever a COVID-19 vaccine CVX Code is selected for the immunization, a Priority Group drop-down field will appear below the Administered By field, allowing you to select the priority group type the patient falls into for the vaccine. The Priority Group type is required when sending COVID-19 immunization information for NYSIIS, and when configured, will be included in the OBX segment of the immunization file.

If you click the Priority Group link in either dialog, a legend will appear outlining the priority types.

 

How do I use it?

Upon upgrade, these options will be available and can be used as outlined above.