GoToWebinar Audio. Video Display Q & A. The webinar audio by default is VOIP Computer Audio Note: Users are joined in auto-mute mode.

Transcription

1 GoToWebinar Audio The webinar audio by default is VOIP Computer Audio Note: Users are joined in auto-mute mode. GoToWebinar Control Panel To dial into the conference via telephone: Select the Audio tab Phone Call radio button The Phone Number and Access Code will display Minimize Video Display Click to hide the control panel & dock the floating toolbar. The GoToWebinar icon ( ) will remain visible on the task bar Q & A During Q&A, you may click to raise your hand ( ). Note: Please save questions to the end; the Trainer must unmute you before the audience can hear your question.

2 Denali v3.1b1 QPP/MU Settings & EMR General Features Webinar Bizmatics, Inc Moorpark Avenue, Suite 222 San Jose, CA Copyright 2017 Bizmatics, Inc.

3 In this session Denali v3.1b1 General Features Home Page related changes Patient Register related changes Mandatory appointment & address fields Implantable Device Manager Medication/Prescription related changes Social History & Family History changes Element-level changes for input templates Assign ICD to default to Assessment Scale Result Type Vaccination related changes Patient Education Letters Out Save As Encrypted download of Zip/PDF files Attorney Portal QPP/Meaningful Use related changes Settings Master Reports & Dashboard Patient Portal related changes *Many features are required for ONC certification but are not mandatory for QPP/MU.

4 Denali v3.1b1 General Features *Many features are required for ONC certification but are not mandatory for QPP/MU.

5 Home Page Appointment Count Settings Configuration Admin Properties Home Page B Show separate counts for Patient and Other Appointments Y Show the Patient and Other Appointments counts together (as 1 range)

6 Patient Workflow Comments Auto-complete lookup master file replaces former data-entry text field Settings Configuration Group Types Non- System WC Patient Workflow Comments If the comment is not found, users with rights will have the to create it ad-hoc (automatically adds it to the Group Type master) Comments will append to each other; 255 character maximum

7 Patient Register

8 Patient Suffix 1. Free-text field, up to 10 characters long with first letter forced upper case by default. 2. Existing property patient.name.format now accepts value S to be appended with a comma in order to display it where applicable (ref: Display Name) 3. New output print tag PT_NAME_SUFFIX allows suffix to be included in printed output where applicable

9 Mandatory Address Fields Settings Configuration Admin Properties Patient Registration*. Applies to Patient Register as well as Quick Register (Schedule Add Patient) *Note: A similar property is also added for Guarantor address.

10 Patient Sexual Orientation/Gender Identity* Value Unknown now available in Sex dropdown list. 2. invokes new Patient Sexual Orientation/Gender Identity Details popup, which pre-defined values and respective SNOMED codes. The text fields are enabled when choosing value Other (OTH).

11 Patient Sexual Orientation/Gender Identity (cont d) A check mark will display on the button ( ) when it is populated Output tags applicable for Unknown gender value: New tags available for gender: PT_SEX male / female / unknown PT_SEXCAPS Male / Female / Unknown PT_SEXCHAR M / F/ U For tags PT_GENDER & PT_GENDERCAPS, the value he/he will apply for now For tags PT_HISHER & PT_HISHERCAPS, the value his/his will apply for now Output tags applicable for Transgender values are in the table below: Tag PT_SEXUAL ORIENTATION_CODE Description Displays the code for the patient s Sexual Orientation. PT_SEXUAL ORIENTATION_NAME PT_GENDER IDENTITY_CODE Displays the description of the patient s Sexual Orientation. Displays the code of Patient s Gender Identity. PT_GENDER IDENTITY_NAME Displays the Patient s Gender Identity.

12 Patient Preferred Language hyperlink replaces the former Preferred Language search icon The Patient Communication Languages popup allows multiple languages along with the patient s ability to express or receive in the language, his/her skill level, and which one is preferred by the patient Click to search/add multiple languages, up to 10 with no dupes. Note: Declined to Specify may only be saved if no other language is present for the patient. An alert will prompt to remove all others and save Declined as preferred.

13 Patient Preferred Language (cont d) 2. Select a radio button (only one) to indicate which one the patient prefers. Note: By default, the first one selected will be indicated as Preferred until changed. 3. Indicate the patient s ability to receive/express the language Signed patient is able to sign in the language (non-hearing) Spoken patient can speak or understands the language audibly (hearing) Written patient can write or read the language 4. Indicate the patient s proficiency with the language Notes: Output tag PT_COMMUNICATION LANGUAGES$ with extensions N, C, A, or P will print the details accordingly on output. When using the Copy feature to create a new patient record or in Sibling Management, all languages for the patient are also copied to the new one/overwrites the sibling info. Languages are stored under Settings Configuration Group Types System Patient Language. For inactive languages already selected, the Pref button is disabled.

14 Patient Ethnic Group invokes the Ethnic Group search User may select multiple values, up to 5 with no dupes Note: Formerly, this search screen only allowed a single selection. Modified output tag PT_ETHNICGRP to print all selected values

15 Patient Register Validation If Language, Race, Ethnic Group, Sexual Orientation, and/or Gender Identity are not entered on the screen, upon clicking to save Patient Register, user will be prompted with a warning This warning may be overridden but will continue to display until the values are entered Note: Though not a direct requirement of MACRA/MIPS or Meaningful Use, these values are required for certification.

16 Cell Phone Text Reminder Patient s Text Message on Cell reminders can be customized per Encounter Type via Settings Configuration Clinic Enc Types. For each Enc Type, the text may be system Default, Custom, or none at all.

17 New Appointment Mandatory Fields Settings Configuration Admin Properties Appointment Scheduling. Applies when scheduling any appointment

18 Implantable Device Manager

19 Implantable Device* Manager Accessed from Encounter TOC or Face Sheet Implanted Device(s) Accessed from Patient Register (unpopulated) or (populated) TOC Menu Options tag ID Facesheet Layout tag DEVICES *Pacemakers, artificial hips, spine screws, rods, breast implants, coronary stents, prosthetic limbs, etc.

20 Implantable Device Manager (cont d) 1. Click, which invokes the Please enter UDI pop-up. 2. Enter the UDI & click the get details button*, which will populate the Device Details. 1 Device Details 2 * PrognoCIS connects via a 3 rd party web interface to fetch the device details. o Global Unique Device Identification Database (GUDID) - a federal DB that stores the device details as a reference catalog for all such devices. o Unified Medical Language System (UMLS) fetches the SNOMED for the device

21 Implantable Device Manager (cont d) UDIs (Unique Device Identifiers) are numeric or alpha-numeric and contain a delimiter to identify the different parts of the number. o Device Identifier identifies the product and labeler Note: If only the DI part of the UDI is entered, only partial details will be fetched. o Production Identifier identifies the lot, batch, serial number, and date Three agencies accredited by the FDA currently issue UDIs; each one assigns a different delimiter by which the details are parsed upon import. (See example below*.) o GS1 o Delimiter used is (01) o HIBCC (Health Industry Business Communications Council) o Delimiter used is + o ICCBBA (International Council for Commonality in Blood Banking Automation) o Delimiter used is =/ or =) *(01) (11)141231(17)150707(10)A213B1(21)1234 (01) = Device Identifier (11) = Date of Manufacture (Dec. 31, 2014) (17) = Date of Expiration (July 7, 2015) (10)A213B1 = Lot Number (21)1234 = Serial Number

22 Implantable Device Manager (cont d) The top portion of the Implanted Device screen is data entry and enables you to track a device during an encounter as applicable Mandatory fields are: Device Name description of the device that is implanted Date of Implant date the device was implanted into the patient Note: Date must be between range of Manufacture Date and Expiration Date. Target Site indicate the anatomical location where the device was implanted Status indicates status of the device (Active, Inactive, Erroneous, Duplicative) Additional fields (which are not mandatory) include: More details of Site, Facility, Reason for Status Change text fields Associated Procedure-SNOMED a lookup to select applicable SNOMED Code Date of/reason for Status Change applicable when updating the device during an encounter (perhaps it has expired or otherwise needs replaced).

23 Implantable Device Manager (cont d) 1. Click to add a new device 2. Select from existing ones in the drop-down. Inactive devices will display at bottom. 2 1 Date shown is Expiration

24 Implantable Device Manager (cont d) New tags available to display Device Details on output templates PT_IMPLANTDEVICE_TBL$ PT_IMPLANTDEVICE_LINE$ PT_IMPLANTDEVICE_PARA$ The following extensions apply to LINE$ and PARA$ tags: A Status of Device N Device Name B Brand Name P More Details of Site C Company Name R MRI Safety Information D Implant Date S Serial Number E Expiration Date T Target Site F Procedure Facility U Complete UDI Value H HCT/P Code V Version I Device Identifier only W Latex Warning L Lot Number 1 Procedure SNOMED Code M Manufacture Date 2 Procedure Name

25 Medication/Prescription Related Changes

26 Electronic Prescription erx Change/Cancel/Fill Encounter-level e-prescriptions may now be cancelled or modified electronically Three new types of SS_ messages the provider will receive in his/her Inbox* All activity is recorded at encounter level and in Current Medications History SS_CHANGEREQUEST 3 types of changes the pharmacy may request of the provider Generic Substitution pharmacy requests approval of the provider to substitute a generic equivalent than what was originally prescribed due to various reasons. Therapeutic Interchange pharmacy requests approval of the provider to fill an alternate drug other than what was originally prescribed due to various reasons. Prior Authorization pharmacy requests the provider to obtain preauthorization which is required per the patient s health plan for various reasons. SS_CANCELRESPONSE 2 types of responses the pharmacy may return to the provider when the provider has requested to cancel an erx (new feature) Delete Drug cancel the entire prescription as submitted Discontinue cancel only remaining refills (e.g.: if original Rx is partially filled) SS_RXFILL 3 types of notifications the pharmacy can send to the provider that indicates the disposition of the erx Fully Dispensed Partially Dispensed Not Dispensed *Applicable setup is required by Bizmatics Technical Admin Staff

27 erx Change Request Provider receives a SS_CHANGEREQUEST message from the pharmacy* Click to zoom into the message The provider will approve or deny it in conjunction with the reason for the change Generic Substitution Therapeutic Interchange Prior Authorization Required *Supported Events 239, 240, 241 must be enabled for the Alerts to generate

28 Change Request Generic Substitution Approve 1. The pharmacy indicates the Generic drug in the Medication Requested field 2. Click the radio button to select it (the drug will highlight in lime green) 3. Click the accept button, which will prompt with a Sent Successfully message. 1 2 Original drug on erx 3

29 Change Request Generic Substitution Approve (cont d) Encounter workflow* for Approved Change Request: Generic Substitution The original erx is removed from the original encounter Prescription Note: This is true whether the original encounter is open or closed status. A new, closed CR; Surescripts ChangeRequest encounter is auto-generated. Document List A Progress Note for the SureScripts ChangeRequest encounter is auto-generated Indicates the replacement prescription (i.e.: Generic Drug substitution that the provider approved on the pharmacy request) *Note: This workflow is similar to that of SS_REFILLREQUEST messages.

30 Change Request Generic Substitution Deny 1. The provider can review the suggested Generic under Medication Requested 2. A Denial Reason Code and/or a Denial Reason Note is required. 3. Click the deny button. Note: This button displays disabled until a Reason Code is selected. 1 Original drug on erx 2 3

31 Change Request Generic Substitution Deny (cont d) Encounter workflow for Denied Change Request: Generic Substitution The original prescription is retained on the original encounter (Type = erx) Note: There is no new encounter auto-generated for this transaction. The Type refreshes to CHGRES_D (i.e.: Change Request Response Denied) Document List A new document type Denied Change Request is added for the Encounter Date This is the actual Denied Response sent back to the pharmacy by the provider

32 Change Request Generic Substitution Deny (cont d) Saves the actual Deny message sent to the pharmacy

33 Change Request Therapeutic Interchange Approve 1. The pharmacy provides reasons for the change request under Drug Use Evaluation such as: Clinical Significance (an alternate drug has less or no side effects), Service Reason (there are chemical dosage issues), etc.. 2. The suggested alternate drug(s) will display in the Medication Requested column 2 1 *Multiple drugs will display collapsed until selected

34 Change Request Therapeutic Interchange Approve (cont d) 3. Within the Medication Requested section, the provider can: a. Select the desired drug, which will highlight in lime green & approve it as-is, or b. Click the Edit button to modify the suggested dispense details if applicable. 3a 3b 4. Click the ok button to save the details for the selected drug.

35 Change Request Therapeutic Interchange Approve (cont d) 5. The changes saved under the Edit button are reflected by a yellow highlight and the original details display with a strikeout font so the provider can verify before sending Click the Accept button; a Sent Successfully message will display upon completion.

36 Change Request Therapeutic Interchange Approve (cont d) *Encounter workflow for Approved Change Request: Therapeutic Interchange The original erx is removed from the original encounter Prescription Note: This is true whether the original encounter is open or closed status. A new, closed CR; Surescripts ChangeRequest encounter is auto-generated. Document List A Progress Note for the SureScripts ChangeRequest encounter is auto-generated Indicates the replacement prescription (i.e.: Generic Drug substitution that the provider approved on the pharmacy request) *Note: This workflow is similar to that of SS_REFILLREQUEST messages.

37 Change Request Therapeutic Interchange Deny 1. The provider can review (a) the reason(s) and (b) the alternate drug(s) suggested. 2. A Denial Reason Code and/or a Denial Reason Note is required. 3. Click the deny button Note: This button displays disabled until a Reason Code is selected. 1a 1a 2 3

38 Change Request Therapeutic Interchange - Deny (cont d) Encounter workflow for Denied Change Request: Therapeutic Interchange The original prescription is retained on the original encounter (Type = erx) Note: There is no new encounter auto-generated for this transaction. The Type refreshes to CHGRES_D (i.e.: Change Request Response Denied) Document List A new document type Denied Change Request is added for the Encounter Date This is the actual Denied Response sent back to the pharmacy by the provider

39 Change Request Therapeutic Interchange Deny (cont d) Saves the actual Deny message sent to the pharmacy

40 Change Request Prior Authorization Response 1. The Change Request message will include Benefits Coordination details 2. The provider can enter the Prior Auth. No. if it is known and indicate it as Approved or otherwise indicate status as Requested, Deferred, or Denied. 3. Click accept button to inform the pharmacy 1 The drug is not being changed so this is empty 2a 2b 3

41 Change Request Prior Authorization Response (cont d) Encounter workflow for Approved Change Request: Prior Authorization The original prescription is retained on the original encounter (Type = erx) Note: There is no new encounter auto-generated for this transaction. The Type refreshes to CHGRES_A (i.e.: Change Request Response Approved) Note: There is no additional entry made to the Document List because nothing about the prescription changed.

42 erx Cancel Request 1. Select the original prescription on the original encounter* (Type = erx) 2. Click the Cancel erx icon ( ) *Encounter must be Open Click the Cancel erx button. 3

43 erx Cancel Request (cont d) If the provider knows the current status of the original erx, he/she may go ahead and indicate whether to cancel the whole prescription or only discontinue refills. Cancel indicates the entire prescription needs to be cancelled. (For example, it was sent to wrong pharmacy or was for the wrong patient or wrong drug). Discontinue indicates only the remaining part of the existing prescription should be discontinued (i.e.: Encounter workflow for an approved Change Request: Prior Authorization The original prescription is retained on the original (Open) encounter. The Type refreshes to CANREQ (i.e.: Cancel erx Request Sent) until the pharmacy responds, and then this will update again.

44 erx Cancel Request Response Approved The pharmacy will respond with a SS_CANCELRESPONSE message. When Approved, additional clarification* may be requested from the provider. 1. Click the delete drug button to cancel the entire prescription, or 2. Enter number of Discontinued Refills then click the delete refills button *Depends whether the Rx has been filled yet or not. 1 2

45 erx Cancel Request Response Denied The pharmacy will respond with a SS_CANCELRESPONSE message. When Denied, no further action is required from the provider. The pharmacy will give a Denied Reason(s) why the Cancel Request was not filled. No action required

46 Cancel Request on Document List 1. An entry will be saved to the Document List for the Cancel Request Response whether it is denied or approved by the pharmacy 1 2. The Type column of the original Prescription on the original Encounter will refresh (from CANREQ) to indicate how the pharmacy responded; e.g. CANRES_D Cancel Request Response Denied CANRES_A Cancel Request Response Approved 2 There is no new Encounter generated in this scenario.

47 erx Fill Status Dispensed The pharmacy will send a SS_RXFILL: Dispensed message when the prescription is completed either partially or fully as ordered

48 erx Fill Status Not Dispensed The pharmacy will send a SS_RXFILL: Not Dispensed message when the prescription is not completed as ordered

49 erx Fill Status Dispensed/Not Dispensed (cont d) The Type column of the original Prescription on the original Encounter will be refreshed to indicate how the pharmacy responded; e.g.: a. RXFILL_F = Fully Dispensed b. RXFILL_PF = Partially Dispensed c. RXFILL_NF = Not Dispensed

50 erx Changes Configuration Bizmatics Administrative Staff Contact Bizmatics to have these features added to your Surescripts-enabled providers New clients still implementing, contact your Implementation Manager Live clients already transitioned, contact Technical Support or create a ticket on the Resource Center The features will be enabled within the Provider Master erx button Supported Events 239, 240, and 241 will be enabled Note: The Supported Event triggers the delivery of the message, but the user still requires permissions at the Role level to view its contents. Clinic Administrative Staff Read permissions must be assigned to any user who needs to view these messages. Settings Configuration Admin Role Note: Appropriate system administrator permissions are required.

51 Prescription Screen Changes Ability to associate primary and secondary diagnosis to a drug on a prescription The selection sequence determines primary/secondary. The tooltip will display both diagnoses as will Current Medication Indication column. For liquid oral drugs, user will be prompted if milliliter is not selected as Dosage and Dispense Unit

52 Medication History Changes New property rx.medhist.offset.1year can be set On to pull 1 year instead of 2 years New format for displaying demographic details when eligibility is found; reworded message when eligibility not verified (Patient not currently a member of health plan.) Patient details in XML received from Surescripts Patient details as entered in PrognoCIS

53 Current Medication 1. New Surescripts Status column & invokes the applicable SS_ message from the Document List 2. The tooltip of the icon will indicate the status for the erx based Note: The content of this will vary based upon the message type and whether or not it has been approved or denied or is only informational. 3. All transactions are also audited in the history button

54 Current Medication (History) New Surescripts Status column added to Current Medication History table All transactions that occur via SS_CHANGEREQUEST or SS_CANCELREQUEST and whether they are approved or denied is saved

55 Other Changes/Features

56 Social, Psychosocial, and Behavioral Data New Social History template and elements (w/applicable LOINC Codes) Note: Though not mandatory for QPP/MU reporting, this is required for certification. New Systems/Elements/Results w/loinc: Financial resource strain Education Stress Depression Physical activity Alcohol use Social connection/isolation Exposure to violence

57 Social History Results LOINC Code 1. Length of Element Name expanded to 150 characters maximum 2. Provision to associate LOINC codes for Answer at the Element level or for a specific Result if applicable for Boolean or Multiple Select options. 2 1

58 Element Result Type Scale New Result Type available for elements on input templates per property value* *Settings Configuration Admin Properties Tests Parameters

59 Assign ICD at Element Level Ability to assign an ICD at the element level which will auto-populate to Assessment Button redesign and label change The Assign Codes button includes additional buttons (based on new property settings) to Add CPTs/HCPCs and/or Add ICDs to the element or individual result values.

60 Assign ICD at Element Level (cont d) This functionality is available based upon property settings This functionality applies only to those Result Types defined as Boolean, Set of Values, or Multi-select for those Categories as specified in the applicable properties. CPT/HCPC ICD-10 Properties test.specialty.cpt and assessment.addcpt.fromspltest now obsolete.

61 Family History by SNOMED Ability to search/select by Problem SNOMED Property facesheet.familyhistory.byrelation set to On Property facesheet.familyhistory.byrelation set to Off

62 Family History by SNOMED (cont d) 1. ICD search defaults pre-filtered to Family history of diagnoses 2. User may clear the filter & search for any standard ICD code instead 2 1

63 Family History by SNOMED (cont d) Labels changed to correctly identify the SNOMED for Problem and Relationship under the history button Tooltips now reflect the SNOMED for Problem when saved to Face Sheet

64 Allergies Adverse Type Event 1. The Reaction is now a master search with SNOMED associated to populate the CCD 1 2. New Adverse Event Type is populated from CCD upon import per pre-defined values 2

65 Past Medical History A new column called Problem Control populated from a CCD upon import for transitions of care or otherwise User may manually use this column manually The values in the pick list are pre-populated per CCD values

66 Vaccinations Patient Register New/additional fields added for required data, including Multiple Birth Indicator, Birth Order No (if the patient is a multiple-birth), Birth Name, and Residence Type New tags to display these details: PT_BIRTH INDICATOR, PT_BIRTH ORDERNO.

67 Vaccinations Vaccine Master 1. The CVX Code is now mandatory field, up to 3 digits as assigned by CDC. Click to access 2. New VIS Name field allows user to select from all applicable VIS linked to the CVX Code 2 1 See Settings Configuration Codes/Drugs Vaccine.

68 Vaccinations Vaccine Master (cont d) 1. NDC Code field lets you define applicable NDC Code (up to 11 digits) for the vaccine 2. Brand Name field lets you define the Brand Name for the vaccine manufactured 1 2 Lot Number 1 2 Manufacturer

69 Vaccinations Face Sheet Administer 1. CVX Codes may be accessed via CDC web site and assigned as needed via icon 2. A Funding Source pick-list field with pre-populated values now applies on the Administer Vaccine screen when Vaccination on this visit is selected. 1 2

70 Vaccinations (Face Sheet) 1. A new Registry button will display alongside the Response Log button when applicable. 2. A new Response Log button will display to access Import/Export Logs* Note: Property export.vacc.createhl7message must be set On The CVX Code is now a mandatory field on the Administer Vaccine screen. 3 *These features require setup by Bizmatics Interface Group. Please create a ticket on Resource Center or contact Technical Support.

71 Order Sheet Tests Sort Order Settings Configuration Admin Properties Lab Parameters Settings Configuration Admin Properties Radiology The All filter will display tests based on the value of this property (Test, Category, etc.)

72 Order Sheet Procedure Schedule Period The All filter will display tests based on the value of this property (Test, Category, etc.) Settings Configuration Admin Properties Procedure

73 Expressions Provision to enter Bibliography via the Param button, which displays as a hyperlink Note: The values will auto-populate as Unknown but can be overwritten if needed. Adding Special Tag type with an applicable value (e.g.: SNOMED, ICD, CPT, RxNorm, NDC, or LOINC) will add these fields as well under the Param button.

74 Medline Plus Patient Education ( ) The MedlinePlus Education can now be displayed in the patient s preferred language* (print, , or send to portal) as saved under Patient Register Other Info tab. Face Sheet Past Medical History By ICD-10 or SNOMED for each diagnosis Face Sheet Current Medication By RXNORM or NDC for applicable medications Face Sheet Allergy By SNOMED Code for applicable allergies Encounter TOC Assessment ICD By ICD-10 or SNOMED for each diagnosis CPOE Lab Results By LOINC code for applicable lab results present *Note: If the patient s preferred language is not indicated, or it is one that is not supported by MedlinePlus, the education will display in English.

75 Encounter Close 1. New Referral Reason button is applicable for CCD Summary of Care 2. Two new options for sharing the Health Summary with the patient via the Patient Portal or the new API (applicable for Quality Payment Program & Meaningful Use Stage 3) 1 2

76 Letters Out Save-As New save as button allows user to create a copy of a previously generated Letter (in either Approved or Sent status) Former Reopenletterout User Role and letter.edit.sent property are now obsolete

77 Encrypted Document Download Provision to encrypt a PDF or ZIP file when downloading from Document List, or Tabular Report Settings Configuration Admin Properties Prognocis Parameters Note: Previously, the file downloaded as an.exe and will now download as.zip.

78 Audit Report Export/Download Transactions User export/download activity is audited, regardless if user confirms or cancels the confirmation alert. Specific report/file name is not recorded only the action. Document List Letters Out Order Sheet CPOE Consult Enc Close MU Summary Draw Tool Tabular Reports Meaningful Use Reports Audit Trail Review TOC Summary of Care Employer Master CPT/HCPC Master Template Test Exec Download Files Data Portability Message In Lab/Rad Vendor Patient Portal Ambulatory Summary

79 Audit Report Format of Comments Audit comments have been reformatted when activating/inactivating a user, e.g.: DR Provider RS Resource MA Medical Assistant RN Clinical Staff ST Office Staff RD Referring Provider BL Billing Staff ZE Organization Provider ZR Referring Organization The single column Id Chart No# Name DOB is now displayed in 4 separate columns: Pat Name, ID, Chart No#, and DOB.

80 Attorney Portal Communication between patient and attorney Attorney is able to access specific patient medical records Ability to request/reschedule appointments & verify appointment status Attorney associated to patient via Patient Register Billing Info tab Separate URL (provided by Bizmatics TSG/Implementation Manager) My Patients Appointments Documents Clinic Shared Documents Patient Forms Patient Information

81 Quality Payment Program Meaningful Use

82 Pick Your Pace for 2017 Participation Level Payment adjustment in 2019 is based upon your level of participation in 2017 No Participation negative 4% payment adjustment in 2019 Report something to Note: An ineligible EC will not receive a negative adjustment. avoid negative adjustment Test/Minimal Participation zero payment adjustment in 2019 Submit some data for at least 1 category for any number of days Base all 5 measures required for any quantity of data/number of days Quality/IA at least 1 measure for any quantity of data/number of days Partial Participation neutral or small positive payment adjustment in 2019 Submit at least 90 days worth of data (must begin collection by Oct. 2 at latest) Base all 5 measures required Quality minimum of 6 measures required IA 40 points required Full Participation up to possible maximum positive 4% payment adjustment in 2019 Submit a full year of data for all categories Same requirements as the Partial Participation above

83 MU/QPP Settings Master Access via Settings Configuration Workflow MU/QPP Settings Applicable to all providers for both QPP & MU. Each reporting clinician/provider must be defined. The accordion UI will reflect the Program(s) for the selected Provider and lets you manage the measures accordingly.

84 Clinic Setup Displays as relates the MU/QPP MIPS ACI status of each Encounter Type Note: This requires setup in Encounter Type MU Details. 2. Identifies status of Public Health Reporting measures for MU and QPP/MIPS ACI Immunization Information Syndromic Information Public Health Reporting/NAMCS (National Ambulatory Medical Care Survey) 3. CCD Reporting fields Height Weight BP Smoking 4. Additional Setup lets you request interfaces & manage dashboards.

85 Additional Setup* 1. Controls the display of the system-level and encounter-level dashboards 2. Allows user to request required setup directly from Interface Team 3. Displays the status of the various processes or interfaces *Users should not have to access this tab typically. All dashboards will be on by default.

86 Provider Setup 1a 1b Select each (a) Provider and (b) Year for which the definitions will apply. 2. Select the Program(s) the selected provider will be reporting for the indicated year Note: A provider may choose QPP only, MU only, both, or None. a. Quality Payment Program for Medicare-eligible clinicians/providers MIPS (Merit-based Incentive Payment System) AAPM (Advanced Alternate Payment Model) b. EHR Incentive/Meaningful Use for Medicaid-eligible providers Modified Stage 2 (applicable for 2017 only) Stage 3 3. Set functional exclusions for the selected provider for the indicated year EPCS (Electronically Prescribe Controlled Substances) Immunization Registry Syndromic Surveillance Specialized Data Registry (Modified Stage 2 only) Public Health Reporting NAMCS (National Ambulatory Medical Care Survey) Applicable for MU & QPP/MIPS ACI

87 Measures Setup Each layer within the accordion may be collapsed by clicking or expanded by clicking 4 1. The Quality Measures tab applies for all programs Note: This tab will be populated for all providers regardless of the program selected. The Claim Based measures apply only for QPP MIPS Medicare only. The EHR Based measures apply for all programs: QPP MIPS, QPP AAPM, MU Modified Stage 2 & Stage 3 all payers. 2. The ACI Measures apply for QPP/MIPS only Note: Measures are defined in 3 sub-categories: Base, Performance, & Bonus. 3. The Improvement Activities apply for QPP/MIPS only Note: Select activities qualify for ACI Bonus points also. 4. The Meaningful Use tab applies only for Meaningful Use Core Objectives, all stages Note: For required CQM, please see Quality Measures EHR Based tab.

88 QPP/Meaningful Use Reports & Dashboard

89 MU/QPP Reports Reports MIPS-Quality-Claims Report Applicable only for Medicare patients Reports MU/QPP Reports (EHR-Based Quality measures + ACI) Classification: 2017 QPP-MIPS Classification: 2017 MU

90 QPP/MU Global Dashboard System-level icon ( ) will display programs as defined under MU/QPP Settings for the selected Provider

91 MIPS Quality Claim Based Only 1. Select Encounter TOC Quality Measures Note: Formerly labeled as PQRS. Applicable only for Medicare patients. 2. Former G-Code label changed to QDC (Quality Data Code), which is required on the claim when applicable. 2 1

92 MIPS Quality EHR Based & ACI + MU CQM Select Encounter TOC Assessment All EHR-based Quality measures selected for the Attending Provider within the MU/QPP Settings Master will display with a status as reflected on that encounter. Note: These apply for all programs and all payers. 1. Encounter-level values for the current/selected encounter (Denominator/Numerator) a. Fail indicates this encounter doesn t qualify as per ICD and/or CPT codes present b. Pass indicates this encounter qualifies as per ICD and CPT codes present System-level values for the current Attending Provider s Overall % for that measure

93 Patient Portal Related Changes/Features

94 Patient Gender Value Unknown has been added to patient s Sex field under Personal Details section (Patient Sexual Orientation/Gender Identity Details) is not applicable for Patient Portal (only EMR Patient Register). Label changed to Preferred Language will display only the preferred language if there are multiple ones present in Patient Register The Ethnic Group and Race fields will display only the first value if there are multiple ones present in Patient Register

95 Attach Reference Link* Patient can now attach a Reference Link/URL from the portal, which will be sent to his/her Primary Provider who can then click the hyperlink & view the details. 1. Select Category (mandatory) 2. Enter Subject (optional) 3. Select Reference Link radio button 4. Click the Attach button *Property scan.onetouch.serverpath must be defined

96 Attach Link to Health Information (cont d) 1. Specify a Reference Link (URL) which will enable as a hyperlink for the provider 2. Enter Notes, which the provider can view when zooming from the system Alert Click Attach button. 4. The Status will show as Pending on the Portal until the provider accepts or rejects it. 4

97 Patient Portal Attachment System Alert 1. The patient s primary provider (as indicated on Patient Register) will receive a system alert: PA: Approve Portal Attachment in EMR Inbox. Note: User Role portalattachments must be assigned to users who need to receive the alert in conjunction with the Supported Event*. 2. The Zoom icon ( ) allows it to be viewed, approved, rejected, and/or reviewed Note: The Status on the patient s Documents screen on Patient Portal will be refreshed to indicate the provider s action. 1 2 *Supported Event 215 must be enabled for the Alert to generate

98 Patient Portal Attachment System Alert (cont d) Viewing the PA: Reference Link 1. Provider may click the Reference Link, which will navigate to the corresponding path Note: Although the URL may not appear as a hyperlink, it will execute as one. 2. Any Notes the patient entered while attaching the link may also be viewed Provider may enter remarks under the Review button (not visible on the Portal) 4. Provider may accept or deny the link, which will refresh the Status on the Portal

99 Patient Portal Attachment System Alert (cont d) PA: Provider Action - Deny If provider wants to reject the link, a Rejection Reason is required. The patient will receive an indicating it was denied, and the status will be reflected on the Patient Portal Document List.

100 Patient Portal Attachment System Alert (cont d) PA: Provider Action - Accept If accepted, the document is saved to the Document List in EMR in conjunction with the property review.doclist.types having value PA assigned.

101 Health Summary History Former Ambulatory Summary label renamed as Health Summary New Past Health Summary sub-menu option* allows the patient or authorized users to access clinical health summaries by Date of Service Up to 10 summaries may be selected at a time to view, download, or transmit Note: This is a requirement for Meaningful Use as well as QPP-MIPS-ACI. *Property Patient Portal Menu Sub Menus pp.tab01.options

102 Health Summary History (cont d) View Click the View hyperlink to display the Health Summary details on the screen The Health Summary format & contents are modified per new CCD v2.1 specs. Note: Please see ONC-2015 Denali QPP/MU Related Features webinar. UI is not user-interactive with expanding/collapsing TOC and data sections.

103 Resource Center Training Videos (System Tray ) Videos tab Webinar Videos watch a recorded version of this webinar (unedited) Documentation tab User Guides EMR download this PPT presentation (2 parts) Webinars tab view and register to attend upcoming webinars Note: The Description will summarize the session content so you can decide if you should register or not. Upon registration, the link to the webinar will be sent to you automatically.

104 Questions and Answers. Contact us via the Resource Center Manage Cases, or by phone: (408)