CaliPHR Training Guide

Transcription

1 CaliPHR Training Guide December Columbia Gateway Drive, Suite. 230 Columbia, MD

2 Section 2. CaliPHR Overview Topics: 1. Opening CaliPHR 2. CaliPHR Homepage 3. Importing Data 4. Generate Calculation Set 5. Primary Measure Screen 2

3 Section 2.1 Opening CaliPHR 1. Click the CaliPHR menu option to open CaliPHR 3

4 Section 2.2 CaliPHR Homepage 2. Click the Calculate CQMs to perform a new measure calculation 3. At any time, a user may click the Home button to return to this page. A user may click the Help button for additional materials on CaliPHR s use 1. Click the Import Data button to upload clinical files to CaliPHR 4. Click View Calculations to display previously run calculations 4

5 2.3 Importing Data 1. If a user has previously exported clinical data from their EHR, they may manually upload the files from their local computer into CaliPHR. 2. Files must be in either QRDA Category I or C-CDA format to be uploaded. The maximum file size limit is 50MB. 3. Select Upload Document once you chosen the correct file. 5

6 2.4.1 Generate Calculation Set 1. Once clicking on the Calculate CQMs button, a user is prompted to select their organization(s) from the drop down menu. 2. Select Done when complete. 6

7 2.4.2 Generate Calculation Set (Continued) 1. Select the start and end dates for the reporting period that the user would like to run calculations for. 7

8 2.4.3 Generate Calculation Set (Continued) 1. From the parameter drop down menu, a user may select between the various parameter types that they would like to run a calculation for. A user has the ability to select any combination of parameters. Tip: Selecting multiple parameters of the same type, expands the scope of the calculation. For example, selecting all practices essentially allows the calculation to be run at the organization level. While selecting multiple parameters of a different type, narrows the scope of the calculation. For example, selecting a provider and a practice site will only run calculations where that provider had an encounter at the selected practice site during the reporting period. 8

9 2.4.4 Generate Calculation Set (Continued) 1. Once a parameter type is selected in the drop down menu, a user may select from the list of possible parameters, or simply type the name of the specific parameter in the smart test box (as seen in the practice location example). 2. Select Done when complete 9

10 2.4.5 Generate Calculation Set (Continued) 1. Here a user has opted to selected multiple parameter types for the calculation set. 2. A user may check the Include HIE data box to include information on the patients in the calculation set from outside organizations that are connected to CaliPHR to improve performance and accuracy. 3. Click the Calculate button when ready to calculate the CQMs. 10

11 2.4.6 Generate Calculation (Continued) 1. Upon running a calculation, a dialog box will appear with the status of the calculation set. 2. A dialog box appears once a calculation has been run prompting the user that the calculation has started and providers the measure set ID. 11

12 2.5.1 View Calculations 1. Click on the View Calculations button to view all previously run CQM calculations. 12

13 2.5.2 View Calculations (Continued) 1. In the Select Calculation Set dialog box, select your organization(s) from the drop down menu. 2. Select Done when finished. 13

14 2.5.3 View Calculations (Continued) 1. Select the reporting period set that you would like to view from the Reporting Period drop down menu. 14

15 2.5.4 View Calculations (Continued) 1. Select the calculation set that you d like to view by clicking the Go to set button. 15

16 2.6.1 Primary Measure Screen 1. Click New to generate a new calculation. Click Previous to select previous calculations. 2. A user may search for a specific measure by name 5. The reporting period and the date when the calculation was performed can be viewed here. 6. Select Home to return to the homepage and Help for help with CaliPHR. 3. The menu on the left-hand side of the screen contains all CaliPHR measures as they rollup to their respective National Quality Strategy (NQS) domains. Click on an NQS domain to select measures to display. 4. The list on the bottom left-hand side of the screen contains all parameters that were selected for the calculation. Using the scrollbar, a user may view all of them. 16

17 2.6.2 Primary Measure Screen (Continued) 1. Once selected, the measure results will display in the dashboard. Users may drag and drop to order them appropriately. Click X to remove a measure from the dashboard 3. Some measures are broken down by different stratifications. Click next to toggle through the stratifications. 2. Each measure box includes the measure ID, measure name, initial patient population (IPP), numerator value, denominator value, and exclusion values (if applicable). 17

18 2.6.3 Primary Measure Screen (Continued) 1. By selecting Target Set in the right hand corner of the dialog box, a user may create a measure target to measure against. 2. Green indicates that the target/goal is being met. 3. Red indicates that the target/goal is not being met. 18

19 2.6.4 Primary Measure Screen (Continued) 1. The Filter By box indicates that a filter has been applied to the calculation results. In this case, the user has filtered by the age range of A user may select from the Add Filter drop down menu the filters that they would like to add to the results. 19

20 2.6.5 Primary Measure Screen (Continued) 3. Click Export when finished selecting measures. 2. A user may select all measures, or deselect the measures already chosen. 1. To export measure results, simply check the box in the right hand corner of a measure dialog box. 20

21 2.6.6 Primary Measure Screen (Continued) 1. The list of measures selected for exportation will be listed in the Export CQMs dialog box. 4. Select Export QRDA III (XML) to export summary reporting data in machine-readable format. 2. Select Export QRDA I (ZIP) to export the patient-level clinical data (PHI) in machinereadable format. 3. Select Close to cancel exporting 21

22 2.7.1 Measure Detail Screen 1. Click on a measure ID to review more information and details on a given measure. 22

23 2.7.2 Measure Detail Screen (Continued) 1. Include in this screen is a description of the measure, guidance, and stratification information if applicable. 4. Click Return to return to the Primary Measure Screen 2. Additionally, the IPP, Numerator, Denominator, Exclusions, and Exception definition and values. 3. Click Show Sensitive Data to display patient lists. 23

24 2.7.3 Measure Detail Screen (Continued) 1. Listed are the patients that meet the measure criteria, whether it s the IPP, Numerator, or Denominator. 2. Select the Care Gaps tab to view patients that don t meet the Numerator criteria. 24

25 2.7.4 Measure Detail Screen (Continued) 1. The Care Gap patient list is an actionable list that can drive quality improvement initiatives. In this case, this patient needs to be scheduled for maternal depression screening. 25

26 Thank you! 26