Objectives and Measures
For 2019, the EHR reporting period for Medicaid EPs is a minimum of any continuous 90-day period. Beginning with the EHR reporting period in calendar year 2019, all participants in the Medicaid Promoting Interoperability Program are required to use 2015 Edition CEHRT. The 2015 Edition CEHRT does not need to be implemented by January 1, 2019, but must be used for entirety of the self-selected 90-day EHR reporting period.
eCQM Policies for Performance Year 2019
The 2019 Physician Fee Schedule (PFS) Final Rule established that in 2019, Medicaid EPs who are returning participants must report on a one year eCQM reporting period, and first-time meaningful users must report on a 90-day eCQM reporting period. EPs are required to report on any six eCQMs related to their scope of practice. In addition, Medicaid EPs are required to report on at least one outcome measure. If no outcome measures are relevant to that EP, they must report on at least one high-priority measure. If there are no outcome or high priority measures relevant to an EP’s scope of practice, they must report on any six relevant measures.
The list of available eCQMs for EPs in 2019 is aligned with the list of eCQMs available for Eligible Clinicians under MIPS in 2019. Those eCQMs can be found at https://ecqi.healthit.gov/eligible-professional-eligible-clinician-ecqms.
Measure: Conduct or review a security risk analysis in accordance with the requirements in 45 CFR 164.308(a)(1), including addressing the security (to include encryption) of ePHI created or maintained in CEHRT in accordance with requirements under 45 CFR 164.312(a)(2)(iv) and 45 CFR 164.306(d)(3), and implement security updates as necessary and correct identified security deficiencies as part of the EP’s risk management process.
Alternate Exclusions and/or Specifications: None
Attestation Requirements: YES/NO: Eligible professionals (EPs) must attest YES to conducting or reviewing a security risk analysis and implementing security updates as necessary and correcting identified security deficiencies to meet this measure.
How do I achieve this measure?
In order to qualify for this measure, the provider must have a security management process in place to “implement policies and procedures to prevent, detect, contain and correct security violations.” The specifications require the practice to conduct an analysis of potential risks and vulnerabilities to the confidentiality, integrity, and availability of electronic health information.
Some examples of this may include, but are not limited to:
- Perform Security Risk Analysis/ Assessment
- Implement Security Policies, such as providing passwords to computers and installing anti-virus software, screensaver for auto-log off, changing options in Preferences > User Security in ChartMaker Clinical
- Appoint a Security Official – Prepare and Implement Job Responsibilities
- Implement Audit Control Policies& Procedures
- Implement Automatic Log-off Processes
- Install Virus Protection Software
- Implement Firewall Technology
- Review and Implement Computer Backup Policies and Procedures
- Implement Facility Maintenance Log
- Develop Facility Security and Contingency Plans
- Create Computer Workstation Use Policies and Procedures
- Obtain Signed Workforce Confidentiality Agreements form all Physicians and Staff
- Create Workforce Termination Procedures
- Implement Sanction Policy
As part of the process in creating such a manual, STI Managed Services can perform a basic Security Risk Analysis on network and hardware vulnerability for your office by request. The practice is responsible for maintaining HIPAA compliance; however STI will work with you to assure the Information Technology portion of the Security Risk Analysis is complete. Upon completion of your analysis, you will be informed of STI findings whether positive or negative. The analysis will include some, but not all, of the examples listed above.
This service is provided free of charge for Platinum level maintenance clients and for a fee for all other clients. Contact STI Managed Services (800-487-9135; option 2) for more information.
Please keep in mind that the analysis completed by STI or another IT vendor is only a subset of this measure. There are other requirements that must be completed by the practice itself. If your practice would like a more thorough analysis, we can recommend a vendor to do so.
Objective: Generate and transmit permissible prescriptions electronically (eRx).
Measure: More than 50 percent of permissible prescriptions written by the EP are queried for a drug formulary and transmitted electronically using CEHRT.
Exclusions: Any EP who:
- Writes fewer than 100 permissible prescriptions during the EHR reporting period; or
- Does not have a pharmacy within his or her organization and there are no pharmacies that accept electronic prescriptions within 10 miles of the EP's practice location at the start of his or her EHR reporting period.
Definition of Terms
Prescription – The authorization by an EP to a pharmacist to dispense a drug that the pharmacist would not dispense to the patient without such authorization.
Permissible Prescriptions – “Permissible prescriptions” may include or not include controlled substances based on provider selection and where allowable by state and local law.
Attestation Requirements DENOMINATOR/NUMERATOR/THRESHOLD/EXCLUSIONS
DENOMINATOR: Number of permissible prescriptions written during the EHR reporting period for drugs requiring a prescription in order to be dispensed.
NUMERATOR: The number of prescriptions in the denominator generated, queried for a drug formulary, and transmitted electronically using CEHRT.
THRESHOLD: The resulting percentage must be more than 50 percent in order for an EP to meet this measure.
EXCLUSIONS: Any EP who:
- Writes fewer than 100 permissible prescriptions during the EHR reporting period; or
- Does not have a pharmacy within his or her organization and there are no pharmacies that accept electronic prescriptions within 10 miles of the EP's practice location at the start of his or her EHR reporting period.
How do I achieve this measure?
The clinician needs to enter a new or renewed prescription in the patient’s EMR and send it electronically during their performance period. The denominator is achieved when the prescription is entered in a patient’s chart. The numerator is achieved when the prescription is sent electronically. ChartMaker’s Drug Formulary function is automatically turn on.
Enter a new prescription in the patient’s EMR and send it electronically:
- Open a chart note for the patient, then click the Medication button, and then click Add Medication to prescribe a new medication.
- Enter the medication in the search window, then click the Search button.
- Highlight the medication in the results window, and then click the Select button.
- In the Prescribe Medication dialog, enter or select information for all appropriate fields. If the clinician’s preference is set to E-Prescribe, then the Transmission method will default to E-Prescribe. If not, click the Transmission drop-down, and select E-Prescribe.
- When all the information has been configured, click the Next button.
- Select the patient’s Pharmacy, if they have more than one on file, and then click the Confirm button.
Enter a renewed prescription in the patient’s EMR and send it electronically:
- Open a chart note for the patient, then click the Medication button, then click Renew Medication, and then select the applicable Medication from the list.
- In the Prescribe Medication dialog, all the appropriate fields will populate as it was previously prescribed. If the clinician’s preference is set to E-Prescribe, then the Transmission method will default to E-Prescribe. If not, click the Transmission drop-down, and select E-Prescribe.
- When all the information has been configured, click the Next button.
- Select the patient’s Pharmacy, if they have more than one on file, and then click the Confirm button.
Set Clinician’s preference to “E-Prescribe” (Optional)
- The clinician will have to log into Clinical.
- Click Edit > Preferences.
- In the Preferences dialog, click the Prescription tab.
- In the Default Destination field, select E-Prescribe.
- Click the Set button, and then click the OK button.
Objective: Use clinical decision support to improve performance on high-priority health conditions.
In order for EPs to meet the objective they must satisfy both of the following measures:
Measure 1: Implement five clinical decision support interventions related to four or more clinical quality measures at a relevant point in patient care for the entire EHR reporting period. Absent four clinical quality measures related to an EP’s scope of practice or patient population, the clinical decision support interventions must be related to high priority health conditions.
Measure 2: The EP has enabled and implemented the functionality for drug-drug and drug allergy interaction checks for the entire EHR reporting period.
Exclusion: For the second measure, any EP who writes fewer than 100 medication orders during the EHR reporting period.
Alternate Exclusions and/or Specifications:
None
Definition of Terms
Clinical Decision Support – HIT functionality that builds upon the foundation of an EHR to provide persons involved in care processes with general and person-specific information, intelligently filtered and organized, at appropriate times, to enhance health and health care.
Attestation Requirements YES/NO/EXCLUSION
MEASURE 1: EPs must attest YES to implementing five clinical decision support interventions related to four or more clinical quality measures at a relevant point in patient care for the entire EHR reporting period.
MEASURE 2: EPs must attest YES to enabling and implementing the functionality for drug-drug and drug-allergy interaction checks for the entire EHR reporting period.
EXCLUSION: For the second measure, any EP who writes fewer than 100 medication orders during the EHR reporting period.
Additional Information
- If there are limited CQMs applicable to an EP's scope of practice, the EP should implement CDS interventions that he or she believes will drive improvements in the delivery of care for the high priority health conditions relevant to their specialty and patient population.
- Drug-drug and drug-allergy interaction alerts are separate from the 5 clinical decision support interventions and do not count toward the 5 required for this first measure.
How do I achieve this measure?
In ChartMaker Clinical: In order to qualify for this measure, the provider must implement 5 clinical decision support rules relevant to their specialty.
In order to have the ability to create a decision support rule in ChartMaker Clinical, a user must have the privilege turned on.
To enable the privilege to create decision support rules:
- Click Edit > System Tables > Users.
- Highlight the applicable User, and then click the Properties button.
- In the Privilege field, select “Decision Support, and then change the Level to All.
NOTE: This privilege only controls the ability to create, modify and delete rules. It does not control a user’s ability to see a Decision Support alert.
- Click “OK”
ChartMaker Clinical also has the ability to enable the Decision Support pop-up alert per user. Your practice may decide that only the providers should receive the alerts (and not the office staff). This user preference is turned off by default.
To enable the Decision Support alerts:
- Log into ChartMaker Clinical as the user you want to configure.
- Click Edit > Preferences.
- In the Preferences dialog, click the Decision Support tab.
- Check the Display Decision Support Alerts option.
- Click the Set button, and then click the OK button.
To create a decision support rule:
- Click Edit > System Tables > DSS Rule Builder.
- In the Rule Builder dialog, click the Data Points tab.
NOTE: All Data Points labeled with an asterisk (*) are system-defined Data Points and cannot be modified. They may be accessed by selecting the Modify option,and then clicking the drop-down menu. If you would like to use an existing Data Point, select it from the Modify drop-down and then skip to Step 6 (if applicable).
- To create a new office-defined data point, click the New option.
- Enter a Data Point Name and Description.
- Select the Data Point Type.
NOTE: The options are:
- a) Current Dx – allows Data Points to be mapped to specific diagnosis codes (ICD-9)
- b) Current Dx ICD10 – allows Data Points to be mapped to specific diagnosis codes (ICD-10)
- c) Current Result – allows Data Points to be mapped to specific procedures in order to track results
- d) Current Rx – allows Data Points to be mapped to specific medications
- e) Current Rx Group – allows Data Points to be mapped to medication groups (Example: Cephalosporins)
- f) Procedure Performed – allows Data Points to be mapped to specific procedures
- Search for the Available Diagnosis/Procedure/Medication/Medication Group (whichever is applicable).
- Select the applicable items.
TIP: Using the Shift or Ctrl key may be used to select multiple items.
- Click Add >> to populate the Linked Procedures section.
- Click the Save button.
NOTE: You cannot delete a Data Point once it is created. Repeat these steps for any additional Data Points that may need to be created.
For more information on setting up Clinical Decision Support rules, please see our instructional guide.
Objective: Use computerized provider order entry for medication, laboratory, and radiology orders directly entered by any licensed healthcare professional who can enter orders into the medical record per state, local, and professional guidelines.
Measures: An EP, through a combination of meeting the thresholds and exclusions (or both), must satisfy all three measures for this objective:
Measure 1: More than 60 percent of medication orders created by the EP during the EHR reporting period are recorded using computerized provider order entry.
Measure 2: More than 30 percent of laboratory orders created by the EP during the EHR reporting period are recorded using computerized provider order entry.
Measure 3: More than 30 percent of radiology orders created by the EP during the EHR reporting period are recorded using computerized provider order entry.
Exclusions:
Measure 1: Any EP who writes fewer than 100 medication orders during the EHR reporting period. Measure 2: Any EP who writes fewer than 100 laboratory orders during the EHR reporting period. Measure 3: Any EP who writes fewer than 100 radiology orders during the EHR reporting period.
Definition of Terms
Computerized Provider Order Entry (CPOE) – A provider's use of computer assistance to directly enter medical orders (for example, medications, consultations with other providers, laboratory services, imaging studies, and other auxiliary services) from a computer or mobile device.
Laboratory Order – An order for any service provided by a laboratory that could not be provided by a non-laboratory.
Laboratory – A facility for the biological, microbiological, serological, chemical, immunohematological, hematological, biophysical, cytological, pathological, or other examination of from the human body for the purpose of providing information for the diagnosis, prevention, or treatment of any disease or impairment of, or the assessment of the health of, human beings. These examinations also include procedures to determine, measure, or otherwise describe the presence or absence of various substances or organisms in the body. Facilities only collecting or preparing specimens (or both) or only serving as a mailing service and not performing testing are not considered laboratories.
Radiology Order – An order for any imaging service that uses electronic product radiation. The EP can include orders for other types of imaging services that do not rely on electronic product radiation in this definition as long as the policy is consistent across all patients and for the entire EHR reporting period.
Attestation Requirements: DENOMINATOR/NUMERATOR/THRESHOLD/EXCLUSION
MEASURE 1:
DENOMINATOR: Number of medication orders created by the EP during the EHR reporting period. NUMERATOR: The number of orders in the denominator recorded using CPOE.
THRESHOLD: The resulting percentage must be more than 60 percent in order for an EP to meet this measure.
EXCLUSION: Any EP who writes fewer than 100 medication orders during the EHR reporting period.
MEASURE 2:
DENOMINATOR: Number of laboratory orders created by the EP during the EHR reporting period. NUMERATOR: The number of orders in the denominator recorded using CPOE.
THRESHOLD: The resulting percentage must be more than 30 percent in order for an EP to meet this measure.
EXCLUSION: Any EP who writes fewer than 100 laboratory orders during the EHR reporting period.
MEASURE 3:
DENOMINATOR: Number of radiology orders created by the EP during the EHR reporting period. NUMERATOR: The number of orders in the denominator recorded using CPOE.
THRESHOLD: The resulting percentage must be more than 30 percent in order for an EP to meet this measure.
EXCLUSION: Any EP who writes fewer than 100 radiology orders during the EHR reporting period.
How do I achieve this measure?
In ChartMaker Clinical: In order to qualify for this measure, the provider must enter patient medications (through the Medication button), lab and radiology orders (using a Procedure Checklist) through ChartMaker Clinical.
NOTE: Entering medications through the Add Medication functionality on the Face Sheet will not qualify for this measure.
To configure lab and radiology procedures:
- In Clinical, click Edit > System Tables > Conditions > Procedures.
- Search for the procedure by typing the description or code.
NOTE: If you do not have the applicable procedure codes in your database, they should be added through Practice Manager (Administration > Transaction Tables > Procedure).
- Highlight the procedure, and then click the Properties button.
- In the Type field, select Lab or Image, depending on the procedure.
NOTE: If you do not bill for this procedure, the Auto-charge option should not be selected.
- Click the Save button.
- Repeat steps 2 – 5 for each additional procedure.
- When finished, in the Procedure Search dialog, click the Close button.
To enter a lab or radiology order for a patient:
- In an office visit note, select the applicable lab or radiology procedure from a procedure checklist by clicking the + sign
- Enter any applicable information on the Order Procedure dialog.
NOTE: If the Initial order created outside of Clinical option is selected, you will not receive credit for this procedure for this measure.
- Click OK.
To enter medications for a patient:
- In an office visit note, click the Medication button, and then Add Medication.
- Search for and select the medication.
- In the Prescribe Medication dialog, enter the appropriate information for the applicable fields, and the click the Next button.
NOTE: Designating the medication as “pre-existing” (un-checking the “Started” field) WILL NOT qualify for this measure. If the medication is a Schedule II controlled substance, a date must be entered in the Earliest Fill Date field.
- Select a Location (if necessary) and the patient’s Pharmacy.
NOTE: If prescribing a controlled substance, you must have your IdenTrust token inserted into your computer and check the Ready to sign option prior to completing Step 6.
- Click the Confirm or Confirm and Send button, depending on the Transmission selected.
ADDITIONAL INFORMATION:
- This measure will always be 100% unless using the “Initial order created outside of Clinical” field in the Order procedure dialog. The query for the numerator is identical to the query for the denominator.
- This measure is not encounter based. The calculation includes all orders created in Clinical and is not based on the number of patients seen.
- The only data used to determine the denominator is data from the ChartMaker Clinical Module. If a patient encounter was not entered into the ChartMaker Clinical Module, that encounter is not included in the denominator for the statistical calculations on the Meaningful Use Dashboard. Please add these additional patients to the denominator and recalculate the percentage for Attestation purposes.
Objective: The EP provides patients (or patient-authorized representative) with timely electronic access to their health information and patient-specific education.
Measures: EPs must satisfy both measures in order to meet this objective:
Measure 1: For more than 80 percent of all unique patients seen by the EP: (1) The patient (or the patient-authorized representative) is provided timely access to view online, download, and transmit his or her health information; and (2) The provider ensures the patient’s health information is available for the patient (or patient-authorized representative) to access using any application of their choice that is configured to meet the technical specifications of the Application Programming Interface (API) in the provider’s CEHRT.
Measure 2: The EP must use clinically relevant information from CEHRT to identify patient-specific educational resources and provide electronic access to those materials to more than 35 percent of unique patients seen by the EP during the EHR reporting period.
Exclusions:
Measure 1 and Measure 2: A provider may exclude the measures if one of the following applies:
- An EP may exclude from the measure if they have no office visits during the EHR reporting period.
- Any EP that conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measure.
Definition of Terms
API (Application Programming Interface) – A set of programming protocols established for multiple purposes. APIs may be enabled by a provider or provider organization to provide the patient with access to their health information through a third-party application with more flexibility than is often found in many current patient portals.
Provide Access – When a patient possesses all of the necessary information needed to view, download, or transmit their information. This could include providing patients with instructions on how to access their health information, the website address they must visit for online access, a unique and registered username or password, instructions on how to create a login, or any other instructions, tools, or materials that patients need in order to view, download, or transmit their information.
View – The patient (or authorized representative) accessing their health information online.
Download – The movement of information from online to physical electronic media.
Transmission – This may be any means of electronic transmission according to any transport standard(s) (SMTP, FTP, REST, SOAP, etc.). However, the relocation of physical electronic media (for example, USB, CD) does not qualify as transmission.
Business Days – Business days are defined as Monday through Friday excluding federal or state holidays on which the EP or their respective administrative staffs are unavailable.
Diagnostic Test Results – All data needed to diagnose and treat disease. Examples include, but are not limited to, blood tests, microbiology, urinalysis, pathology tests, radiology, cardiac imaging, nuclear medicine tests, and pulmonary function tests.
Attestation Requirements DENOMINATOR/NUMERATOR/THRESHOLD/EXCLUSION
MEASURE 1:
DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period.
NUMERATOR: The number of patients in the denominator (or patient authorized representative) who are provided access to health information to view online, download, and transmit to a third party and to access using an application of their choice that is configured to meet the technical specifications of the API in the provider’s CEHRT within 48 hours after the information is available to the EP.
THRESHOLD: The resulting percentage must be more than 80 percent in order for an EP to meet this measure.
EXCLUSIONS: Any EP who (a) has no office visits during the EHR reporting period, or (b) conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measure.
MEASURE 2:
DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period.
NUMERATOR: The number of patients in the denominator who were provided electronic access to patient-specific educational resources using clinically relevant information identified from CEHRT during the EHR reporting period.
THRESHOLD: The resulting percentage must be more than 35 percent in order for a EP to meet this measure.
EXCLUSIONS: Any EP who (a) has no office visits during the EHR reporting period, or (b) conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measure.
How do I achieve Measure 1?
You must be enrolled with ChartMaker® PatientPortal service and provide API Access.
The EC must have completed and signed an office note with a valid CPT code. Authorization must be sent, within 48 hours of the visit, to either the patient or patient’s authorized representative, for them to register for the PatientPortal, and API Access must be granted.
Likewise, the patient must be provided timely access (within 48 hours) to their health information every time they are seen (where a note is created or a lab/result is imported) within the performance period. If there is one instance where a patient did not receive online access, then they can never get numerator credit for that reporting period.
Finally, each patient must be enabled for API access. API (Application Programming Interface) is a set of protocols that can allow different software systems to communicate with each other. APIs may be enabled by a health care provider to provide the patient with access to their health information through a third-party application.
To enroll to receive ChartMaker® PatientPortal service:
Go to: https://sticomputer.com/register-patientportal/ and complete the Register PatientPortal enrollment form to register your practice for the ChartMaker PatientPortal service.
To enroll/authorize the patient for the PatientPortal (with or without an email) and provide API access:
1. In Practice Manager, click the Patient tab, and then access the patient’s account.
2. In the Patient tab, click the Patient Access button.
3. In the Patient Portal account settings section of the Patient Access dialog, click the first Authorize button option if the patient provides you with their email address; or, click the second Authorize option if the patient does not have an email address.
NOTE: If the patient does not have an email address - Give printed instructions to the patient and encourage them to complete registration later.
4. After you click the Authorize button, an Authorize Patient dialog will appear outlining the option selected. Click the Yes button to confirm you want to authorize the patient to use the Patient Portal.
5. In the API Access section, check the Enable this patient for API access. A new Authentication code will be generated.
6. Check the Print this patient's authentication code option if you want to print the authentication code for the patient after saving; or check the Send an email to this patient with their authentication code option if you want the system to send an email to the email address on the Patient screen after saving.
NOTE: If an email address is not entered for a patient, you will only have the option to print the authentication code. If an email is entered, you can choose whichever manner the patient wishes to receive the code.
7. When finished, click the OK button in the Patient Access dialog.
8. The Patient Access button will now show as yellow, indicating a pending registration. The button will turn green once the patient completes the registration process. In the Patient screen, click the Save button to close the patient’s account.
Steps taken by the patient to complete registration and login to the Patient Portal
NOTE: This does not need to be complete by the patient for the EC to receive credit for this measure.
1. The patient will receive an email regarding their Patient Portal registration.
2. Click the link to access the Patient Portal to complete registration.
3. Fill out the required information (Username, Date of Birth, Password, Confirm Password, Security Question and Answer).
NOTE: The Date of Birth must match what is documented in Practice Manager/Clinical.
4. Accept the Terms of Use along with typing the security characters that are displayed in the picture.
5. When finished, click Register.
Additional Information
The timely access to health information requirement of four days only applies to sending notes generated in Clinical and electronic lab results. These notes must include some form of structured data to be counted, such as allergies, procedures, medications, or diagnoses. Scans and notes that do not include this structured data (such as telephone messages) are not included and do not need to be sent to the Patient Portal within four days.
For patients that are in a Pending status (yellow) for the Patient Portal, numerator credit will be given if all signed notes were done within 4 days. As with patients that have Active status (Green), if a note is not signed within 48 hours, that patient can never receive numerator credit during the reporting period.
Enabling API access for a patient generates a unique case-sensitive code for that individual. This code can be used with participating third-party applications to view an up-to-date summary of that patient’s health information.
How do I achieve Measure 2?
The EC must provide the patient with access to clinically relevant educational materials electronically. Patient access means that the patient possesses all necessary information needed to view these materials. Therefore, either a yellow pending status or a green active status on the Patient Portal is sufficient to get numerator credit for this measure.
For this to occur, the patient must first be registered on the Patient Portal with an active (green) status.
(See How do I achieve Measure 1? section above for detailed information on providing patient access to the the Patient Portal.)
There are two ways to receive numerator credit for this measure.
Method 1 - Educational materials can be saved in the note itself using the educational materials button and searching Medline Plus.
Click the Educational Materials button in a note. In the dialogue that follows, click the MedlinePlus button. A window will open to MedlinePlus. The tools at the top allow you search for information using the medications and diagnoses in the chart.
Chose a clinically relevant educational resource from MedlinePlus and click the Save button.
When the save button is clicked, a URL link to that resource is created. The link will be included in the Clinical Summary that is sent to the PatientPortal when the note is signed. When the patient clicks the item listed next to Educational Materials on the Patient Portal, it will take the patient to that resource.
Method 2 – Use the Scan Manager to attain numerator credit.
In the Scan Manager, select the document you wish to use for educational materials, and then click the Scan as Educational Materials box. This will flag the scan as Educational Materials in the system.
Open the chart note, right-click anywhere in the note, and then click Send note for Patient Access. This completes the process to attain numerator credit using this method.
Denominator credit is achieved by having a valid CPT encounter code in a chart note that falls within the reporting period.
Paper-based actions will not be counted in the calculations. The EP may still provide paper-based educational materials for their patients, but these are not included in measure calculations.
Objective: Use CEHRT to engage with patients or their authorized representatives about the patient’s care.
Measures: EPs must attest to all three measures and must meet the thresholds for at least two measures to meet the objective:
Measure 1: For an EHR reporting period in 2018, more than 5 percent of all unique patients (or their authorized representatives) seen by the EP actively engage with the electronic health record made accessible by the provider and either—
1. View, download or transmit to a third party their health information; or
2. Access their health information through the use of an API that can be used by applications chosen by the patient and configured to the API in the provider's CEHRT; or
3. A combination of (1) and (2)
Measure 2: For an EHR reporting period in 2018, more than 5 percent of all unique patients seen by the EP during the EHR reporting period, a secure message was sent using the electronic messaging function of CEHRT to the patient (or the patient authorized representative), or in response to a secure message sent by the patient or their authorized representative.
Measure 3: Patient generated health data or data from a nonclinical setting is incorporated into the CEHRT for more than 5 percent of all unique patients seen by the EP during the EHR reporting period.
Exclusions:
Measure 1, 2 and 3: A provider may exclude the measures if one of the following applies:
- An EP may exclude from the measure if they have no office visits during the EHR reporting period.
- Any EP that conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measure.
Definition of Terms
API (Application Programming Interface) – A set of programming protocols established for multiple purposes. APIs may be enabled by a provider or provider organization to provide the patient with access to their health information through a third-party application with more flexibility than is often found in many current patient portals.
View – The patient (or authorized representative) accessing their health information online.
Download – The movement of information from online to physical electronic media.
Transmission – This may be any means of electronic transmission according to any transport standard(s) (SMTP, FTP, REST, SOAP, etc.). However, the relocation of physical electronic media (for example, USB, CD) does not qualify as transmission.
Patient Generated Health Data – Data generated by a patient or a patient's authorized representative.
Data from a Non-Clinical Setting – This includes, but is not limited to, social service data, data generated by a patient or a patient's authorized representative, advance directives, medical device data, home health monitoring data, and fitness monitor data.
Secure Message – Any electronic communication between a provider and patient that ensures only those parties can access the communication. This electronic message could be email or the electronic messaging function of a PHR, an online patient portal, or any other electronic means.
Unique Patient – If a patient is seen by an EP more than once during the EHR reporting period, then for purposes of measurement, that patient is only counted once in the denominator for the measure. All the measures relying on the term ‘‘unique patient’’ relate to what is contained in the patient’s medical record. Not all of this information will need to be updated or even be needed by the provider at every patient encounter. This is especially true for patients whose encounter frequency is such that they would see the same provider multiple times in the same EHR reporting period.
Attestation Requirements DENOMINATOR/NUMERATOR/THRESHOLD/EXCLUSION
MEASURE 1:
DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period.
NUMERATOR: The number of unique patients (or their authorized representatives) in the denominator who have viewed online, downloaded, or transmitted to a third party the patient’s health information during the EHR reporting period and the number of unique patients (or their authorized representatives) in the denominator who have accessed their health information through the use of an API during the EHR reporting period.
THRESHOLD: The resulting percentage must be more than 5 percent in order for an EP to meet this measure.
EXCLUSION: Any EP who (a) has no office visits during the EHR reporting period, or (b) conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measure.
MEASURE 2:
DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period.
NUMERATOR: The number of patients in the denominator for whom a secure electronic message is sent to the patient (or patient-authorized representative) or in response to a secure message sent by the patient (or patient-authorized representative), during the EHR reporting period.
THRESHOLD: The resulting percentage must be greater than 5 percent.
EXCLUSIONS: Any EP who (a) has no office visits during the EHR reporting period, or (b) conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measure.
MEASURE 3:
DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period.
NUMERATOR: The number of patients in the denominator for whom data from non-clinical settings, which may include patient-generated health data, is captured through the CEHRT into the patient record during the EHR reporting period.
THRESHOLD: The resulting percentage must be greater than 5 percent.
EXCLUSIONS: Any EP who (a) has no office visits during the EHR reporting period, or (b) conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measure.
How do I achieve Measure 1?
EC will need to be enrolled to receive ChartMaker® PatientPortal service.
The EP will need to enter a valid CPT code in their office visit note and submit health information for their patient through the ChartMaker® PatientPortal. The EC will need to Provide Patient Access first through Practice Manager, and the patient must verify the registration before an exchange of information can occur.
Once the registration is verified, ChartMaker Clinical will automatically send updates at a preconfigured amount of time. The patient must also log into their PatientPortal account and either view Clinical Summaries or Lab Reports, download or transmit their information to a third party.
API access should be given at the time of registration. This is a required step to achieve numerator credit for the Patient Online Access to Health Information measure. In the case of this measure, it will provide an additional method for patients to engage with their Health Information electronically.
To enroll to receive ChartMaker® PatientPortal service:
Go to: https://sticomputer.com/register-patientportal/ and complete the Register PatientPortal enrollment form to register your practice for the ChartMaker PatientPortal service.
To enroll/authorize the patient for the PatientPortal (with or without an email) and provide API access:
1. In Practice Manager, click the Patient tab, and then access the patient’s account.
2. In the Patient tab, click the Patient Access button.
3. In the Patient Portal account settings section of the Patient Access dialog, click the first Authorize button option if the patient provides you with their email address; or, click the second Authorize option if the patient does not have an email address.
NOTE: If the patient does not have an email address - Give printed instructions to the patient and encourage them to complete registration later.
4. After you click the Authorize button, an Authorize Patient dialog will appear outlining the option selected. Click the Yes button to confirm you want to authorize the patient to use the Patient Portal.
5. In the API Access section, check the Enable this patient for API access. A new Authentication code will be generated.
6. Check the Print this patient's authentication code option if you want to print the authentication code for the patient after saving; or check the Send an email to this patient with their authentication code option if you want the system to send an email to the email address on the Patient screen after saving.
NOTE: If an email address is not entered for a patient, you will only have the option to print the authentication code. If an email is entered, you can choose whichever manner the patient wishes to receive the code.
7. When finished, click the OK button in the Patient Access dialog.
8. The Patient Access button will now show as yellow, indicating a pending registration. The button will turn green once the patient completes the registration process. In the Patient screen, click the Save button to close the patient’s account.
Steps taken by the patient to complete registration and login to the Patient Portal
1. The patient will receive an email regarding their Patient Portal registration.
2. Click the link to access the Patient Portal to complete registration.
3. Fill out the required information (Username, Date of Birth, Password, Confirm Password, Security Question and Answer).
NOTE: The Date of Birth must match what is documented in Practice Manager/Clinical.
4. Accept the Terms of Use along with typing the security characters that are displayed in the picture.
5. When finished, click Register.
- Login using the credentials designated in Step 3
- Complete one or all of the following actions: a) view Clinical Summaries by clicking “Clinical Summaries, b) view Lab results by clicking Lab Results, c) download information by either going to Clinical Summaries or Lab Reports, and then clicking Download, or d) transmitting a Clinical Summary or Lab Report by going to Messages, and then clicking Send a Direct message.
How do I achieve Measure 2?
The EC sends a new or replied secure message to a patient through ChartMaker® PatientPortal. The secure message and an office visit must occur within the clinician’s reporting period. All message types will count toward the calculation of this measure.
To send the patient a new secure message:
- Open the patient’s chart.
- Click To-Do > New Patient Portal Message.
- Enter the Subject and your Message.
*It is recommended that you save as a chart note.
- Click the Send button.
Reply to a message sent from the patient:
NOTE: The clinician MUST REPLY to the patient’s message to get credit for this measure.
- Double-click the patient portal message in your To-Do List.
- Click the Reply button.
- Type in your reply message in top window.
*It is recommended that you save as a chart note.
- Click the Send button.
*NOTE: When saving as a chart note, you can change the heading of the note if desired. Click the OK button.
How do I achieve Measure 3?
The intent of this measure is to encourage providers to incorporate patient health information from various other sources directly into the patient record in the CEHRT. It includes both health data from non-clinical settings, as well as health data generated by the patient. The type of information is not mandated but would include things like:
- Advance Directive/Living Will
- Headache/food diary
- Glucose readings
- Health Information from Devices or applications (home health or personal health monitoring devices or applications, fitness and nutrition apps)
There are four different ways to incorporate patient-generated health data in Clinical, designed to provide maximum flexibility in satisfying this measure. Each of the following methods can be used to achieve numerator credit.
Denominator credit is earned for all four methods by having a note with a valid CPT encounter code in the patient’s chart, which falls within the reporting period.
Method 1 – Marking a note as Patient-Generated Health Data from the Organizer.
In the Organizer, highlight the chart Items you want to mark as Patient-Generated Health Data, then right-click. From this menu, select Mark as Patient-Generated Health Data.
The applicable item, or items, will then have a Yes in the Patient-Generated column.
Method 2 – Using the Scan Manager to associate Patient-Generated Health Data to a chart.
Patient generated health data can sometimes take the form of a physical document the patient has with them. In these cases, the document can be scanned into Clinical and associated with the correct chart. Once the document has been scanned, check the box next to Scan as Patient-Generated Health Data. Then search for the patient and save the scan to his or her chart. This will provide numerator credit provided that the patient was seen during the reporting period.
Method 3 – Adding Patient-Generated Health Data directly in the chart by browsing files on your computer.
Patient health data can be added from the note tab in the patient’s chart. Open a patient’s chart, then click the Note tab on the right-hand side, and then click Add Patient-Generated Health Data.
An Open dialog will appear, allowing you to browse your PC for the patient’s health document. Once the file is selected, it will appear in the patient’s Organizer, marked with a Yes in the Patient-Generated column. Clicking the item will open it in a new window.
Method 4 – Creating a link to an external source to access the patient’s health data.
Finally, it is possible to add a link to a website to satisfy the numerator for this measure. Click the Chart drop-down menu, and then select Patient-Generated Health Data. Click the Add button at the bottom to add a health data website. Enter the Title and Website for this source. You can also include Additional Details, if needed. Click the OK button to commit the changes to the patient’s record.
If the patient has a note with a valid encounter code within the reporting period, completing these steps will achieve numerator credit for the patient. Note that at the bottom of this dialogue is a menu listing all the items that have been flagged as patient-generated health data. You can navigate to each of these items, by selecting it in the drop-down menu and clicking the Open Note button.
Objective: The EP provides a summary of care record when transitioning or referring their patient to another setting of care, receives or retrieves a summary of care record upon the receipt of a transition or referral or upon the first patient encounter with a new patient, and incorporates summary of care information from other providers into their EHR using the functions of CEHRT.
Measures: EPs must attest to all three measures and must meet the threshold for at least two measures to meet the objective.
Measure 1: For more than 50 percent of transitions of care and referrals, the EP that transitions or refers their patient to another setting of care or provider of care: 1) Creates a summary of care record using CEHRT; and 2) Electronically exchanges the summary of care record.
Measure 2: For more than 40 percent of transitions or referrals received and patient encounters in which the provider has never before encountered the patient, the EP incorporates into the patient’s EHR an electronic summary of care document.
Measure 3: For more than 80 percent of transitions or referrals received and patient encounters in which the provider has never before encountered the patient, the EP performs a clinical information reconciliation. The provider must implement clinical information reconciliation for the following three clinical information sets: 1) Medication. Review of the patient’s medication, including the name, dosage, frequency, and route of each medication. 2) Medication allergy. Review of the patient’s known medication allergies. 3) Current Problem list. Review of the patient’s current and active diagnoses.
Exclusions:
Measure 1: A provider may exclude from the measure if any of the following apply: (a) Any EP who transfers a patient to another setting or refers a patient to another provider less than 100 times during the EHR reporting period; or, (b) Any EP that conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measures.
Measure 2: A provider may exclude from the measure if any of the following apply: (a) Any EP for whom the total of transitions or referrals received and patient encounters in which the provider has never before encountered the patient, is fewer than 100 during the EHR reporting period is excluded from this measure; or, (b) Any EP that conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measures.
Measure 3: Any EP for whom the total of transitions or referrals received and patient encounters in which the provider has never before encountered the patient, is fewer than 100 during the EHR reporting period is excluded from this measure.
Definition of Terms
Transition of Care – The movement of a patient from one setting of care (hospital, ambulatory primary care practice, ambulatory, specialty care practice, long-term care, home health, rehabilitation facility) to another. At a minimum this includes all transitions of care and referrals that are ordered by the EP.
Summary of Care Record – All summary of care documents used to meet this objective must include the following information if the provider knows it: Patient name; Demographic information (preferred language, sex, race, ethnicity, date of birth); Smoking status; Current problem list (providers may also include historical problems at their discretion)*; Current medication list*; Current medication allergy list*; Laboratory test(s); Laboratory value(s)/result(s); Vital signs (height, weight, blood pressure, BMI); Procedures; Care team member(s) (including the primary care provider of record and any additional known care team members beyond the referring or transitioning provider and the receiving provider)*; Immunizations; Unique device identifier(s) for a patient’s implantable device(s); Care plan, including goals, health concerns, and assessment and plan of treatment; Referring or transitioning provider's name and office contact information; Encounter diagnosis; Functional status, including activities of daily living, cognitive and disability status; and Reason for referral.
*Note: An EP must verify that the fields for current problem list, current medication list, and current medication allergy list are not blank and include the most recent information known by the EP as of the time of generating the summary of care document or include a notation of no current problem, medication and/or medication allergies.
Current problem lists – At a minimum a list of current and active diagnoses.
Active/current medication list – A list of medications that a given patient is currently taking.
Active/current medication allergy list – A list of medications to which a given patient has known allergies.
Allergy – An exaggerated immune response or reaction to substances that are generally not harmful.
Care Plan – The structure used to define the management actions for the various conditions, problems, or issues. A care plan must include at a minimum the following components: goals, health concerns, assessment, and plan of treatment.
Attestation Requirements: DENOMINATOR/NUMERATOR/THRESHOLD/EXCLUSION
MEASURE 1:
DENOMINATOR: Number of transitions of care and referrals during the EHR reporting period for which the EP was the transferring or referring provider.
NUMERATOR: The number of transitions of care and referrals in the denominator where a summary of care record was created using certified EHR technology and exchanged electronically.
THRESHOLD: The percentage must be more than 50 percent in order for an EP to meet this measure.
EXCLUSION: A provider may exclude from the measure if any of the following apply: (a) Any EP who transfers a patient to another setting or refers a patient to another provider less than 100 times during the EHR reporting period; or, (b) Any EP that conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measures.
MEASURE 2:
DENOMINATOR: Number of patient encounters during the EHR reporting period for which an EP was the receiving party of a transition or referral or has never before encountered the patient and for which an electronic summary of care record is available.
NUMERATOR: Number of patient encounters in the denominator where an electronic summary of care record received is incorporated by the provider into the certified EHR technology.
THRESHOLD: The percentage must be more than 40 percent in order for an EP to meet this measure.
EXCLUSIONS: A provider may exclude from the measure if any of the following apply: (a) Any EP for whom the total of transitions or referrals received and patient encounters in which the provider has never before encountered the patient, is fewer than 100 during the EHR reporting period is excluded from this measure; or, (b) Any EP that conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude the measures.
MEASURE 3:
DENOMINATOR: Number of transitions of care or referrals during the EHR reporting period for which the EP was the recipient of the transition or referral or has never before encountered the patient.
NUMERATOR: The number of transitions of care or referrals in the denominator where the following three clinical information reconciliations were performed: medication list, medication allergy list, and current problem list.
THRESHOLD: The resulting percentage must be more than 80 percent in order for an EP to meet this measure.
EXCLUSIONS: Any EP for whom the total of transitions or referrals received and patient encounters in which the provider has never before encountered the patient, is fewer than 100 during the EHR reporting period is excluded from this measure.
How do I achieve Measure 1?
The clinician must electronically send a Transition of Care (CDA) document to the provider they have referred their patient to. The denominator count is captured when a TOC is generated or the clinician documents who they are referring their patient to through the use of the “Referral” button. You receive credit towards the numerator once the TOC is sent electronically to that provider. The two requirements, create a TOC and send it electronically, can both be achieved through Direct Messaging.
To generate and send a Transition of Care Summary through Direct Messaging
- Open the patient’s clinical chart.
- Click To-Do > Direct Messaging > Send New Message.
- Click the To button.
- Enter the last name of the provider you are sending the document to. Enter city, state and addition fields to narrow the search results.
- Click the Search button.
- Click the provider in the search result window to highlight, and then click the To button.
- Click the OK button.
8. Click the From drop-down arrow, and select the Provider who is sending the document.
9. You must enter a Subject in the corresponding field.
10. Click the Generate and Attach CDA button.
- In the Provider Selection field, select the Provider, and then click the Save button.
- In the Patient Information Document Exclusions dialog, check items you want to exclude, and then click the OK button.
- When the export is complete, click the OK button.
- Click the Send button.
- The direct message must be successfully delivered for credit to be given. To check the status of direct messages, click the To-Do > Direct Messaging > View Sent Messages.
- In the User field in the Direct Messages Sent dialog, change the User to the person who sent the message. A status of Delivered in the Status column is required to get credit for this measure.
To document the transition of care through the “Referral Button” (Optional):
NOTE: You may use the Referral button in an office visit note to document who you are referring your patient but this will only get you in the denominator. You must generate and send the Transition of Care Summary through Direct Messaging to receive credit in the numerator.
- In an office visit note, click the Referral button.
- In the Referrals dialog, click the New button.
- Click the Choose Provider button, then search and highlight the applicable provider name, and then click the OK button.
- Select at least one Diagnosis in the corresponding fields.
- Enter any Comments, if applicable.
- Click the OK button.
- In the Referrals dialog, click the OK button.
How do I achieve Measure 2?
As the recipient of a transition or referral or for a new patient, the clinician must incorporate an electronic summary of care document into the CEHRT. Clinical supports three different methods of receiving this document electronically, as outlined below.
Denominator credit is obtained by using the Patient Assignment widget in a chart note that falls within the reporting period. This widget can be added using the Template Editor, and is used to satisfy the denominator criteria for both this measure and the Clinical Information Reconciliation measure.
To do this, click the Patient Assignment button in a patient's chart note, and select the appropriate responses to the questions asked. Answering Yes to any of the first three options will generate denominator credit for this patient.
Selecting Yes to the last question will create a denominator exclusion for the patient. This patient will be omitted from the calculation and will count neither for, nor against, the EC. Providers can exclude patients from the denominator where a reasonable due diligence has been conducted, such as querying a Health Information Exchange, or requesting but not receiving a transition of care summary from the referring provider. Choosing this option is a way of documenting this due diligence in the chart note.
Numerator credit can be earned in one of three ways: Incorporating a Transition of Care Summary from the Health Information Exchange (HIE), Accepting a Summary of Care through a Direct Message, or Importing a Transition of Care Summary Saved on your PC.
Method 1 – Incorporating a Transition of Care summary from the Health Information Exchange (HIE)
If your office is connected to a HIE through our interface, you may be able to download a Transition of Care Summary directly from the exchange, provided the patient has given consent. This fulfills one of the primary functions of a HIE, which is to reduce gaps in patient care by making relevant health information available when a patient transitions. Consent is required by law whenever viewing or downloading patient health information from a HIE. It is therefore the first step in this process.
The Consent button can be found in the ID tab in Clinical, and in the Patient Screen in Practice Manager. The ID tab is the first tab on the top right-hand side while in a patient’s chart in Clinical. In Practice Manager, you will find the consent button in the Other section of the Patient Screen. Both buttons access a shared Consent dialog. After clicking on the Consent button, a Consent dialog will appear.
The patient can give consent to either the entire Practice, or on a Provider basis. Double-click either the Practice Name or the Provider Name in the HIE Consent section. Import consent must be changed from Not Asked to Yes before the download can be attempted.
To Download the Transition of Care Summary from the HIE, close the patient’s chart (if it is open). The click Chart > Import > From HIE. Enter the desired patient’s name in the search field. At the bottom, check the This patient has been transferred or referred to provider or has not yet seen the provider option.
After selecting the appropriate patient, click the Next button, and then click the Next button in the following dialog. If there are any documents to download, they will import directly into the patient’s chart. Typically, this process takes 2 to 4 minutes. A To-Do List reminder will be created once the Transition of Care document is available. This completes the process for method 1.
Method 2 – Accepting a Summary of Care through a Direct Message
Other providers may send Transition of Care (TOC) summaries directly to the receiving provider through direct messages. In your To-Do List, double-click a Direct Message that was sent to you. You will be able to see if the direct message contains an attachment. A TOC summary will have a .xml extension.
To import the TOC summary, click the Import into chart button at the bottom left.
In the Direct Message Import dialog, you have the option of selecting an existing patient, or creating a new one for this import. If the direct message contained a TOC document, you will be able to modify the values in the Import CDA section in the lower right-hand corner. Otherwise, the section will be grayed out.
Check the This patient has been transferred or referred to provider or has not yet seen the provider option at the bottom-right of the dialog. This will give numerator credit for this patient.
Click the OK button complete this process for Method 2.
Method 3 – Importing a Transition of Care Summary Saved on your PC
According to CMS, the intent of this measure is to allow flexibility in how Summary of Care information is transferred between providers. Therefore, a third method of achieving numerator credit for the Request/Accept Summary of Care measure is available in Clinical. This is the ability to import the document by browsing files on your computer. It would be used in cases where the referring provider has transmitted the TOC summary to you using some other method besides direct messaging.
To accomplish this in Clinical, click Chart > Import >Patient Data.
In the Import Document dialog, you can choose to Import the document to an existing patient chart or Create new patient from imported data. Next, click the ellipsis button to the right of the File field to open an Open dialog that allows you browse your PC to select the applicable file. Do note that a TOC Summary will be a CCDA file, which is the default file format.
After the file has been selected, at the bottom of the Import Document dialog, check the This patient has been transferred or referred to provider or has not yet seen the provider option. This will give numerator credit for this patient.
Click the Next button, and then the Finish button in the following dialog to complete this process for Method 3.
How do I achieve Measure 3?
During the process of incorporating a transition of care (TOC) summary for a new patient or a patient transferred or referred to the EC, reconcile the medications, medication allergies, and diagnoses.
Denominator credit is obtained by using the Patient Assignment widget in a chart note that falls within the reporting period. This widget can be added using the Template Editor, and is used to satisfy the denominator criteria for both this measure and the Request/Accept Summary of Care measure.
To do this, click the Patient Assignment button in a patient's chart note, and select the appropriate responses to the questions asked. Answering Yes to any of the first three options will generate denominator credit for this patient.
Selecting Yes to the last question will create a denominator exclusion for the patient. This patient will be omitted from the calculation and will count neither for, nor against, the EC. Providers can exclude patients from the denominator where a reasonable due diligence has been conducted, such as querying a Health Information Exchange, or requesting but not receiving a transition of care summary from the referring provider. Choosing this option is a way of documenting this due diligence in the chart note.
Numerator credit is earned by clicking the Reconcile button in the TOC Summary once it has been imported into the correct patient’s chart, and then clicking the Confirm button for medications, medication allergies, and diagnoses. All three categories must be reconciled to receive numerator credit.
As outlined in the Request/Accept Summary of Care measure, CCDA files containing summary of care information from other settings/providers, can be imported electronically in one of three ways. If your office is connected to our Health Information Exchange (HIE) interface, the files can be downloaded directly from the patient’s medical record, provided that the patient has given consent. Otherwise, CCDAs are typically sent as attachments to direct messages from other providers. Alternative methods for transferring the file also exist, which is why these documents can also be imported from a saved location on your computer. See the Health Information Exchange – Request/Accept Summary of Care section, for further details on how to import a TOC Summary using one of these three methods.
When the CCDA file has been imported successfully, the chart will open automatically to that document. Click the Reconcile button, located directly beneath the Summary of Care Record.
After clicking the Reconcile button, a Clinical Information Reconciliation (CIR) dialog will appear containing three panes of information. The left pane contains diagnoses, medications, or allergies that are already in the chart. The middle pane displays the information available in the document you are reconciling. And the right pane shows the final merged list. Items are added to the final list by selecting them in the center pane, and then clicking the Add button, or by clicking the Add All button. The Medications, Diagnoses, and Allergies tabs at the top of the dialogue allow you to alternate between the three different categories.
To receive numerator credit for Clinical Information Reconciliation, you must click the Confirm button in all three tabs. If the Confirm button is not clicked for Medications, Diagnoses, and Allergies, numerator credit will not be given. The requirement is that all three must be reconciled with the patient’s current medical record.
Note that if a category is empty for a patient, such as in cases where the patient has no known allergies or no current medications, that section is automatically considered reconciled.
Objective: The EP is in active engagement with a public health agency or clinical data registry to submit electronic public health data in a meaningful way using certified EHR technology, except where prohibited, and in accordance with applicable law and practice.
Measure Options:
Measure 1 -Immunization Registry Reporting: The EP is in active engagement with a public health agency to submit immunization data and receive immunization forecasts and histories from the public health immunization registry/immunization information system (IIS).
Measure 2 – Public Health Registry Reporting: The EP is in active engagement with a public health agency to submit data to public health registries.
Measure 3 – Clinical Data Registry Reporting: The EP is in active engagement to submit data to a clinical data registry.
Exclusions:
Measure 1: Any EP meeting one or more of the following criteria may be excluded from the immunization registry reporting measure if the EP—
- Does not administer any immunizations to any of the populations for which data is collected by their jurisdiction’s immunization registry or immunization information system during the EHR reporting period;
- Operates in a jurisdiction for which no immunization registry or immunization information system is capable of accepting the specific standards required to meet the CEHRT definition at the start of the EHR reporting period; or
- Operates in a jurisdiction where no immunization registry or immunization information system has declared readiness to receive immunization data as of 6 months prior to the start of the EHR reporting period.
Measure 2: Any EP meeting one or more of the following criteria may be excluded from the syndromic surveillance reporting measure if the EP—
- Is not in a category of providers from which ambulatory syndromic surveillance data is collected by their jurisdiction’s syndromic surveillance system;
- Operates in a jurisdiction for which no public health agency is capable of receiving electronic syndromic surveillance data from EPs in the specific standards required to meet the CEHRT definition at the start of the EHR reporting period; or
- Operates in a jurisdiction where no public health agency has declared readiness to receive syndromic surveillance data from EPs as of 6 months prior to the start of the EHR reporting period.
Measure 3: Any EP meeting at least one of the following criteria may be excluded from the public health registry reporting measure if the EP—
- Does not diagnose or directly treat any disease or condition associated with a public health registry in their jurisdiction during the EHR reporting period;
- Operates in a jurisdiction for which no public health agency is capable of accepting electronic registry transactions in the specific standards required to meet the CEHRT definition at the start of the EHR reporting period; or
- Operates in a jurisdiction where no public health registry for which the eligible hospital or CAH is eligible has declared readiness to receive electronic registry transactions as of 6 months prior to the start of the EHR reporting period.
Measure 4: Any EP meeting at least one of the following criteria may be excluded from the clinical data registry reporting measure if the EP—
- Does not diagnose or directly treat any disease or condition associated with a clinical data registry in their jurisdiction during the EHR reporting period;
- Operates in a jurisdiction for which no clinical data registry is capable of accepting electronic registry transactions in the specific standards required to meet the CEHRT definition at the start of the EHR reporting period;or
- Operates in a jurisdiction where no clinical data registry for which the eligible hospital or CAH is eligible has declared readiness to receive electronic registry transactions as of 6 months prior to the start of the EHR reporting period.
Definition of Terms
Active engagement means that the provider is in the process of moving towards sending "production data" to a public health agency or clinical data registry, or is sending production data to a public health agency or clinical data registry.
Active Engagement Option 1–Completed Registration to Submit Data: The EP registered to submit data with the PHA or, where applicable, the CDR to which the information is being submitted; registration was completed within 60 days after the start of the EHR reporting period; and the EP is awaiting an invitation from the PHA or CDR to begin testing and validation. This option allows providers to meet the measure when the PHA or the CDR has limited resources to initiate the testing and validation process. Providers that have registered in previous years do not need to submit an additional registration to meet this requirement for each EHR reporting period.
Active Engagement Option 2 - Testing and Validation: The EP is in the process of testing and validation of the electronic submission of data. Providers must respond to requests from the PHA or, where applicable, the CDR within 30 days; failure to respond twice within an EHR reporting period would result in that provider not meeting the measure.
Active Engagement Option 3 – Production: The EP has completed testing and validation of the electronic submission and is electronically submitting production data to the PHA or CDR.
Production data refers to data generated through clinical processes involving patient care, and it is used to distinguish between data and “test data” which may be submitted for the purposes of enrolling in and testing electronic data transfers.
Attestation Requirements YES/NO/EXCLUSIONS
- EPs are required to successfully attest to any combination of two measures of the Public Health and Clinical Data Registry Reporting Objective measures 1 through 4.
- An exclusion for a measure does not count toward the total of two measures. Instead, in order to meet this objective, an EP would need to meet two of the total number of measures available to them. If the EP qualifies for multiple exclusions and the remaining number of measures available to the EP is less than two, the EP can meet the objective by meeting the one remaining measure available to them and claiming the applicable exclusions. If no measures remain available, the EP can meet the objective by claiming applicable exclusions for all four measures.
MEASURE 1:
YES/NO: The EP must attest YES to being in active engagement with a public health agency to submit immunization data and receive immunization forecasts and histories from the public health immunization registry/immunization information system (IIS).
EXCLUSIONS: Any EP meeting one or more of the following criteria may be excluded from the immunization registry reporting measure if the EP—
- Does not administer any immunizations to any of the populations for which data is collected by their jurisdiction’s immunization registry or immunization information system during the EHR reporting period;
- Operates in a jurisdiction for which no immunization registry or immunization information system is capable of accepting the specific standards required to meet the CEHRT definition at the start of the EHR reporting period; or
- Operates in a jurisdiction where no immunization registry or immunization information system has declared readiness to receive immunization data as of 6 months prior to the start of the EHR reporting period.
MEASURE 2:
YES/NO: The EP must attest YES to being in active engagement with a public health agency to submit syndromic surveillance data from an urgent care setting.
EXCLUSIONS: Any EP meeting one or more of the following criteria may be excluded from the syndromic surveillance reporting measure if the EP—
- Is not in a category of providers from which ambulatory syndromic surveillance data is collected by their jurisdiction’s syndromic surveillance system;
- Operates in a jurisdiction for which no public health agency is capable of receiving electronic syndromic surveillance data from EPs in the specific standards required to meet the CEHRT definition at the start of the EHR reporting period; or
- Operates in a jurisdiction where no public health agency has declared readiness to receive syndromic surveillance data from EPs as of 6 months prior to the start of the EHR reporting period.
MEASURE 3:
YES/NO: The EP must attest YES to being in active engagement to submit data to a clinical data registry.
EXCLUSIONS: Any EP meeting at least one of the following criteria may be excluded from the clinical data registry reporting measure if the EP—
- Does not diagnose or directly treat any disease or condition associated with a clinical data registry in their jurisdiction during the EHR reporting period;
- Operates in a jurisdiction for which no clinical data registry is capable of accepting electronic registry transactions in the specific standards required to meet the CEHRT definition at the start of the EHR reporting period;or
- Operates in a jurisdiction where no clinical data registry for which the eligible hospital or CAH is eligible has declared readiness to receive electronic registry transactions as of 6 months prior to the start of the EHR reporting period.
Additional Information
- To meet all the measures within the public health objective, EPs must use CEHRT and the standards included in the 2015 Edition proposed rule. CMS anticipates that as new public health registries and clinical data registries are created, ONC and CMS will work with the public health community and clinical specialty societies to develop ONC-certified electronic reporting standards for those registries so providers have the option to count participation in those registries under the measures for this objective.
- EPs must attest to at least two measures from the Public Health Reporting Objective, Measures 1 through 4.
- If public health agencies have not declared 6 months before the start of the EHR reporting period whether the registry they are offering will be ready on January 1 of the upcoming year for use by providers seeking to meet EHR reporting periods in that upcoming year, a provider can claim an exclusion.
- An exclusion for a measure does not count toward the total of two measures. Instead, in order to meet this objective, an EP would need to meet two of the total number of measures available to them. If the EP qualifies for multiple exclusions and the remaining number of measures available to the EP is less than two, the EP can meet the objective by meeting all of the remaining measures available to them and claiming the applicable exclusions. Available measures include ones for which the EP does not qualify for an exclusion.
- For Measure 1, provider’s health IT system may layer additional information on the immunization history, forecast, and still successfully meet this measure.
- Bi-directionality provides that certified health IT must be able to receive and display a consolidated immunization history and forecast in addition to sending the immunization record.
- For Measure 1, an exclusion does not apply if an entity designated by the immunization registry or immunization information system can receive electronic immunization data submissions. For example, if the immunization registry cannot accept the data directly or in the standards required by CEHRT, but if it has designated a Health Information Exchange to do so on their behalf and the Health Information Exchange is capable of accepting the information in the standards required by CEHRT, the provider could not claim the second exclusion.
- For Measure 2, because syndromic surveillance reporting is more appropriate for urgent care settings and eligible hospitals, we removed this measure for eligible professionals for Stage 3 with the exception of providers who are practicing in urgent care settings. Note: some states have chosen to waive the urgent care setting requirement. Please contact your state Medicaid agency for more information.
- For Measure 2, an exclusion does not apply if an entity designated by public health agency can receive electronic syndromic surveillance data submissions. For example, if the public health agency cannot accept the data directly or in the standards required by CEHRT, but if it has designated a Health Information Exchange to do so on their behalf and the Health Information Exchange is capable of accepting the information in the standards required by CEHRT, the provider could not claim the second exclusion.
- For Measure 3, EPs may choose to report to more than one public health registry to meet the number of measures required to meet the objective.
- For Measure 3, a provider may count a specialized registry (such as prescription drug monitoring) if the provider achieved the phase of active engagement defined under Active Engagement Option 3: Production, including production data submission with the specialized registry, in a prior year under the applicable requirements of the EHR Incentive Programs for that year.
- For Measure 4, EPs may choose to report to more than one clinical data registry to meet the number of measures required to meet the objective.
- For Measure 4, the definition of jurisdiction is general, and the scope may be local, state, regional or at the national level. The definition will be dependent on the type of registry to which the provider is reporting. A registry that is ‘‘borderless’’ would be considered a registry at the national level and would be included for purposes of this measure.
- Providers who have previously registered, tested, or begun ongoing submission of data to registry do not need to “restart” the process beginning at active engagement option 1. The provider may simply attest to the active engagement option which most closely reflects their current status.
- In determining whether an EP meets the first exclusion, the registries in question are those sponsored by the public health agencies with jurisdiction over the area where the EP practices and national medical societies covering the EP’s scope of practice. Therefore, an EP must complete two actions in order to determine available registries or claim an exclusion:
- Determine if the jurisdiction (state, territory, etc.) endorses or sponsors a registry; and,
- Determine if a National Specialty Society or other specialty society with which the provider is affiliated endorses or sponsors a registry.
- If a provider is part of a group which submits data to a registry, but the provider does not contribute to that data (for example they do not administer immunizations), the provider should not attest to meeting the measure but instead should select the exclusion. The provider may then select a different more relevant measure to meet.
- If a provider does the action that results in a data element for a registry in the normal course of their practice and is in active engagement to submit to a registry, but simply has no cases for the reporting period, the provider is not required to take the exclusion and may attest to meeting the measure.
- CMS has published a centralized repository for public health agency (PHA) and clinical data registry (CDR) reporting. That centralized registry is available at https://www.cms.gov/Regulations-and-Guidance/Legislation/EHRIncentivePrograms/CentralizedRepository-.html.
Enrollments and Additional Information
- * Immunization Registry Reporting: see https://sticomputer.com/immunizations/ for enrollment and further details.
- * Syndromic Surveillance Reporting: availability varies by state; you will need to check with your state to see if any public health agencies exist.
- * Public Health Registry Reporting: see https://sticomputer.com/enrollments/premier-registry-enrollment/ for further details regarding Premier Inc. (formerly CECity) and enrollment information.