MicroMD PM Release Notes, Version 13.5

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1 MicroMD PM Release Notes, Version 13.5 Welcome to the new MicroMD PM! We have been busy with modifications and enhancements to the program that will help overall usability. This list briefly outlines the changes to MicroMD PM. Please review the MicroMD PM Version 13.5 Update Guide for a more detailed explanation of all changes to the program. Enhancements Mark an Appointment Classification as Inactive (15742): You can now mark an appointment classification as Inactive. This removes the Appointment Class from the appointment schedule but retains the entry for reporting and history purposes. Auto Charge Posting Window Enhanced (24035): Enhancements were made to both Auto Charge Posting and posting Pending Charges. These modules were made consistent with each other, as well as new features added. CHC Slide Discounts Include ALL Items Instead of Just the First (24854): When determining the minimum charge for a visit, MicroMD now reviews all items on the sequence, not just the first item, as long as there is no override on the item. Printing CHC Table 5 Report without Shading or Gridlines (25182): To help improve printing the Table 5 report experienced in larger practices, the shading was removed from the report. Updated UDS Reporting with Changes Needed for Reporting in 2018 (26091) (13.5.2): Several changes were made in preparation for reporting your 2017 performance next year. Please refer to the MicroMD PM Version 13.5 Update Guide for more details. Chronic Care Management (25419): The new Chronic Care Management feature in MicroMD EMR allows practices to record non-office-visit interactions in the patient's chart for those patients with two or more chronic conditions, and then bill for them when the cumulative time reaches 20 minutes in a calendar month. Changes were made throughout MicroMD PM to support this feature. Additional Poverty Level Fields Added to the Practice Setup of MicroMD CHC Module (25533): To help support the annual Health and Human Services updates to the annual poverty guidelines, you can now enter limits at various family-size levels. Searching Plans on the Plan Sets Tab (25556): The method of searching in the Plan field of the patient's Plan Sets tab has changed. When you enter text in the field, the system automatically searches the plan list for matches that begin with the text you typed, instead of matching any entries that contain the text anywhere in the title. Added New Race and Ethnicity Standards (26047): Required for EHR certification purposes, new race and ethnicity entries were added to the system per the Centers for Disease Control (CDC). P: F: Boardman-Canfield Road Boardman, OH Last Updated: August 9, /3

2 New Fields on the Patient Details Window (26166): Required for the Cancer Registry Export needed for certification, several new fields were added to the Patient Details window in MicroMD PM. The system also captures the patient's address history; their employment history; and the country and state where they were born. 64-Bit Remote Scanning: Remote scanning using 64-bit machines was implemented. Please note that your workflow may change as a result of this new feature. Please refer to the version 13.5 MicroMD PM Update Guide for more information. Updated Certificate of Medical Necessity Forms (26359) (13.5.2): The DME Information Forms built-in to MicroMD PM were updated to the most recent version of the forms, which include ICD-10 codes, circling instead of checkboxes and various wording changes. Online Payments Not Accepted for Patients in Collections (25996) (13.5.2): Beginning with version 13.5, if a patient has been turned over to collections, they can no longer attempt to make an online payment. The system displays a message to call the office to discuss their payment. Fixes Log ID (13.5.2): Made a change to the UDS Table 5 report to only include transaction lines that contain the same service date AND the same location as the "qualified" procedure. Log ID 25687: When the user had their permissions set under Patient > Planned Visits set to allow everything but Delete, they are not able to save planned visits. In addition, the Delete button was not grayed out, although the permission still held and the user did not have permission to delete the planned visit entry. This issue was corrected. Log ID 25719: When switching from the Collection tab to the Pre-Collection tab under Aux > Collection > Setup, the New icon on the Pre-Collection tab would not be available. This issue was corrected. Log ID 25725: On the Procedure Transaction History report, when you choose to run the report with the Detail option chosen under Report Type, along with the Group by option of Procedure, and a specific Financial Class chosen, duplicate procedure codes would appear on the report. This issue was corrected. Log ID 26076: Corrected an issue where certain users could not access MicroMD DMS from the main menu under Aux > MicroMD DMS. Log ID 26207: On the Diagnosis Procedure Plan History report, there was an issue where the report would display all diagnosis codes, even when there was a specific diagnosis code chosen. This occurred for practices with over 32,000 diagnosis codes. This issue was corrected. Log ID 26295: Corrected a system delay experienced when posting charges to a sequence with multiple providers. P: F: Boardman-Canfield Road Boardman, OH Last Updated: August 9, /3

3 Log ID 26487: Corrected an issue where Automatic Patient Eligibility sent and received multiple requests per appointment when the patient had the same plan as both primary and secondary. Log ID 26502: Corrected an issue on the Revenue Report that displayed only one payment line when the sequence contained more than one payment line with identical details. micromd.com Log ID 26579: Corrected an error that occurred when printing mail merge letters for patients with contacts listed in their Patient Detail window. Log ID 26736: Additional checks were added to warn if users need to use an ICD-10 code that has more specificity than the code they have attempted to use. In addition to the existing checks, the system now checks whether the code requires a sixth, seventh, or eighth digit. Log ID (13.5.2): Corrected an issue that loaded all service facility units in the Unit/Section drop-down on the Cases tab if a user goes back into the drop-down after selecting the service facility. Log ID (13.5.2): Corrected an issue where the Explosion Codes drop-down did not appear in the Immunization Export as expected. P: F: Boardman-Canfield Road Boardman, OH Last Updated: August 9, /3

4 MicroMD EMR Release Notes, Version 13.5 Welcome to the new MicroMD EMR! We have been busy with modifications and enhancements to the program that will help overall usability. This list briefly outlines the changes to MicroMD EMR. Please review the MicroMD EMR Version 13.5 Update Guide for a more detailed explanation of all changes to the program. Enhancements 2017 Quality Measures for the Merit-based Incentive Payment System (MIPS) Track of the Quality Payment Program (QPP): Based on the requirements for the 2017 measures of the Quality category under MIPS, we have made the appropriate system updates to meet those reporting requirements for the measures supported and certified in MicroMD EMR Advancing Care Information Measures for the Merit-based Incentive Payment System (MIPS) Track of the Quality Payment Program (QPP): Based on the requirements for the 2017 measures of the Advancing Care Information category under MIPS, we have made the appropriate system updates to meet the reporting requirements for both the Advancing Care Information Objectives and Measures AND the 2017 Advancing Care Information Transition Objectives and Measures Improvement Activities Category of Merit-based Incentive Payment System (MIPS) (13.5.2): You now have the ability to build a list of group and/or individual activities that you want to track for the Improvement Activities category of MIPS. You can track completion and add documentation of completed Improvement Activities Medicaid EHR Incentive Program Clinical Quality Measures: Based on the requirements for the 2017 program, we have made the appropriate system updates to meet those reporting requirements for the Medicaid measures supported and certified in MicroMD EMR Edition Health IT Certification Criteria Modifications: Based on certification requirements for the 2015 Edition of the Health IT Certification Criteria put forth by the Office of the National Coordinator for Health Information Technology (ONC) we have made the appropriate updates to meet the certification requirements and successfully completed our certification. You can find our certification details on our web site at Initial Population and Exceptions Added to the Clinical Quality Measures Report (26199): On the 2017 Clinical Quality Measures Report window (from the Administrative Panel), the initial population for each measure now displays in the IPP column and the numerator exceptions display in the new Except column of the report. Enhanced Filters for Objective Measure and Clinical Quality Measure Reporting (25219, 26555) (13.5.2): In version 13.5, you can now filter your practice's measure compliance data based on several filters, including taxpayer ID, location, NPI, patient gender, and more. We have also added drop-downs that allow you to select the specific report you want to generate. 1/7

5 Enhanced List of Patients Included for Each Measure in the Report (16468) (13.5.2): When you double-click any entry in the incentive program reports, the system displays the list of patients calculated within that measure. In version 13.5, the system now displays the title of the measure on the web page that opens, as well as the description of the measure. In addition, the system now indicates whether the patient falls into the initial population, numerator, denominator, exclusion, and/or exceptions. Enhanced Transition of Care (In) Window to Meet Certification Requirements (26941, 27051, 27064, 27040, 26967) (13.5.2): When creating an incoming Transition of Care, eligible clinicians must link these transitions to a new encounter in MicroMD EMR. The clinician must import a CDA and then incorporate that CDA into the transitioned patient's chart to meet the requirements for the "Request and Accept Summary of Care" objectives in the various incentive programs for Medicare and Medicaid. For more in-depth information, please refer to the MicroMD EMR Version 13.5 Update Guide. Enhanced Transition of Care (Out) Window to Meet Certification Requirements (27095, 27101) (13.5.2): The Sent By field on the Transition of Care (Out) window is now editable and there is a new Department/Clinic drop-down to help you more accurately record your transitions of care and better meet the requirements of the measure. New User Function Added to Include Controlled Substance Prescriptions in Incentive Program Reporting (27097) (13.5.2): The e-prescribing measure in the Advancing Care Information category of MIPS allows EPCS-certified providers the option to include these prescriptions in their reporting or to ignore them when calculating their performance for the e-prescribing measure. There is now a new user function called Include EPCS as permissible that you can activate if the provider chooses to include those prescriptions in their incentive program reporting for the Advancing Care Information category. Automatically Send CDA When Referring Patients (27080) (13.5.2): To help you more consistently send the patient's electronic chart when referring patients out of your practice, we have added an option to send the patient CDAs automatically when you create referrals in the system. If you choose to activate this option, the system automatically uses the Surescripts Clinical Interoperability Network (CIN) to send the CDA with the specialist's direct address, eliminating several steps for you. VisualDx Integration (26236) (13.5.2): Version 13.5 introduces integration with VisualDx, an awardwinning diagnostic clinical decision support system. No purchase or setup is required. Once you add patient symptoms into an encounter, you can click the VisualDx icon to launch the VisualDx web site with possible diagnosis matches. For more in-depth information, please refer to the MicroMD EMR Version 13.5 Update Guide. Tax Number Field Added to Departments in EMR Manager (26555) (13.5.2): A new field was added to the Department entry in the MicroMD EMR Manager called Tax No. The system uses this field as a filter in the Objective Measure Calculations report. The system includes data for all users within the department associated with the selected tax number. 2/7

6 New View and User Preferences Added for MicroMD Document Management (25117) (13.5.2): In version 13.0, we introduced a new view and user preferences to go along with it. In version 13.5, we have further enhanced these options to provide you with the ability to define your default views separately for accessing the Document Manager from the File Cabinet and from the patient's chart. Cancer Registry Export (25051): To allow practices to submit data to a Cancer Registry and to meet requirements for measures in the Quality Payment Program and the Medicaid EHR Incentive Program, there is now a Cancer Registry Export. Providers can enter additional information when they add a cancer diagnosis to the patient's chart (under Medical > Problem List). Reconciling Immunizations (24104): With version 13.5, you can now reconcile the current immunizations recorded in the patient's chart with the immunization information that you import from your registry interface. Chronic Care Management (24591): The new Chronic Care Management feature in MicroMD EMR allows practices to record non-office-visit interactions in the patient's chart for those patients with two or more chronic conditions, and then bill for them when the cumulative time reaches 20 minutes in a calendar month. Health Concerns/Patient Care Plan (24116): As part of certification, MicroMD EMR has provided the Health Concerns section under Health Maintenance in the patient's chart to pull together other Health Maintenance features. This central area allows you to record all concerns about the patient's health (whether your own concerns, those from your patient, or concerns from another provider) and set up a plan to address those concerns, tracking the patient's progress in that plan. Additional Race and Ethnicity Choices Added to Demographics (26010): New standards were released with additional race and ethnicity options. These were added to the system. New e-prescribing Functionality (24093): With version 13.5, you can now change and cancel prescriptions that you have sent electronically, while maintaining the ID of the original prescriptions. This allows providers to make adjustments when pharmacies request changes after the provider sends the prescription. State Medical License of Nurse Practitioners Included in Electronic Prescriptions (26040): Some states require a medical license number for nurse practitioners on electronic prescriptions. There is now a new field called Rx State License No/s on the User Professional Detail window in the EMR Manager, and if present, will be included with electronic prescriptions. Users can record their state license number for prescriptions (with multiple licenses separated by a space). State of Massachusetts Prescription Regulation Changes (26325): To help Massachusetts clients meet their state requirements for prescriptions, there are new options for the prescription template to add asterisks around the prescription's quantity and refill amount. Smart Dispensing (26061): To meet ONC certification requirements for electronic prescribing, MicroMD EMR now restricts the available dispensing options for liquid medications to milliliters. You can no longer prescribe liquids in "cc", "tablespoon", "teaspoon", etc. 3/7

7 Extra Error Checking Added with an External CDA Import (26070): When you import a patient's chart from an external source (under Chart > Export/Import Chart (C-CDA/CCR/CCD) > Import), the system now displays warnings when it detects issues with the file you are trying to import, from structural issues to code errors. Exclude All Button Added to CDA Data Edit Window (25666): When you edit a CDA before publishing the MicroMD Patient Portal, there is now an Exclude All button to make it easy to select and deselect the information you want to share with the patient. Updated Encryptions of Exported Patient Data (24101): In version 13.5, when you encrypt a file for transfer to an FTPS site (under Chart > Hash), the system now creates two hash files for your use: a *.has file (uses SHA-1 encryption) and now a *.sha2 file (uses SHA-256 encryption). CDA Display Preferences for Users (24409): With version 13.5, you can now choose the sections that appear when you display a patient's electronic file in the system (e.g., when you open a CDA attachment in the Mail section of your Desktop). New Demographic Fields (26038): Based on new requirements for an exported chart, we have added new fields in the patient's demographics. There are three new fields: Birth Name (Last), Birth Name (First), MI, Birth State, and Birth Country. Remember: If you also have a practice management system, make any demographic changes in the PM, not the EMR. Behavioral Health Section Added to Medical Information Tab (26058): New questions and functionality were added to the Behavioral Health Screening questionnaire template under Tools > Questionnaire Templates. Tracking Implantable Devices (26465): To meet the requirements for the 2015 Edition of the Health IT Certification Criteria, we have added the ability to track implantable devices to the patient's chart. Change History Added to Users in the MicroMD EMR Manager (24098): To accommodate certification requirements, we have added a Change History button to provide an audit log displaying changes to the user's account details, including functions added (or removed) from their account and login attempts. Fixes Log ID 25638: Corrected an issue where the partially performed results of a group of tests would appear in the Lab results not received report. Log ID 25722: Corrected an issue where the insurance plan name on the print view of a procedure or radiology order would not update to the new insurance plan when changed in the PM. Log ID 25729: The Patient Refused option was not available when you right-click an order from the Desktop and select Set Status. This was corrected. Log ID 25754: Corrected an issue that prevented the Patient Portal Publish Logs in the patient's chart from showing both the C-CDA/CCR/CCD and the Patient Care Plan as separate entries. 4/7

8 Log ID 25757: Corrected a display issue that caused the font size in the header of the Prescription Processor window to increase each time the list was edited and more prescriptions were added. Log ID 25768: Corrected an issue where the patient's CHC slide level would display correctly in the Patient Detail window in the PM but as N/A in PM Patient Detail window of the EMR. Log ID 25894: Corrected an issue where the menarche information would not display in the medical information report or in text encounters unless you added an entry to the Menstruation History under Women's Health in the Chart Navigator. Log ID 25926: Corrected an issue where the activation rule based on procedures in Screening and Prevention did not fire for a procedure performed from an encounter. Log ID 25953: Corrected an issue where a few sets of "Description Only" merge fields in the Encounter Report Templates printed the same information as the main merge field: Medications: Long-Term (Description Only); Medications: Other (Description Only); and Medications: Prescriptions (Description Only). Log ID 26026: Corrected an issue where an error message would appear if, when editing a procedure code, you added an Active Thru date but then removed the date. This error no longer appears. Log ID 26042: Corrected an issue where the Redraw button in the Vital Signs Graph would not redraw the graph to the months entered in the Show previous field. Log ID 26063: Additional checking was added to 2017 Quality measure 134 (CMS2v6/NQF 0418) to ensure patients with an existing depression or bipolar diagnosis only appear in the exclusion. The date in the Onset field for the diagnosis must occur before the first depression screening encounter. Log ID 26173: Corrected an issue where vital signs in an Form Encounter template would display in metric units, even when the default was set to Imperial. Log ID 26215: Corrected an issue where the Specialist merge fields in the Referral Letter did not bring information into the letter when using the template. Log ID 26223: Corrected an issue where the patient's insurance prints on a lab order even when you do not select the insurance on the Add Lab Order window. Log ID 26305: Corrected a display issue on the Referral In and Referral Out sections of the Desktop where, when the window refreshed, the system would take you back to the top of the list and lose focus of the patient you last opened. Log ID 26328: Corrected an issue where you could not add lot numbers to Operation Kits, Operation Materials, and Operation Equipment in Stock Management (under the Administration button on the Desktop). Log ID 26434: Corrected an issue in a hosted environment where the filtering on the Encounter tab of a patient's chart did not filter based on the preferences set under Tools > User Preferences > Chart Summary Options. 5/7

9 Log ID 26442: Corrected an error message that appeared when returning to the Prescription Processor window from editing a prescription before processing. micromd.com Log ID (13.5.2): Corrected a display issue where the practice could not see messages sent to the practice (instead of a specific user) from the Patient Portal. Log ID 26495: Corrected an issue where HCC codes displayed on the Encounter Report and in Referral Letters. The codes no longer display. Log ID 26602: Corrected a display issue where the sorting on the Common List of Referring Providers would not stay alphabetized once that option was chosen either in the Common List Builder or from the right-click menu in the Common List. Log ID 26625: Corrected an issue where the stock items with multiple procedure codes reflected the previous vaccine information and was not displayed based on CVX code. Log ID 26632: Corrected an issue where the LOINC field did not display the LOINC code associated with the procedure in the Administer window when administering from Screening and Prevention on the patient's Medical Information tab. Log ID 26644: Corrected an issue where some client environments caused the formulary panel and the Physician's Desk Reference to slow the system and freeze the EMR. Log ID (13.5.2): Corrected an issue where the guarantor did not display on the Bill Builder window. Log ID 26657: Corrected an issue where patients with a deleted immunization continued to appear in patient recalls in the Recall/Reminder Builder for that immunization. Log ID 26660: Corrected an issue when setting up a Report Exporting interface where the Sending Facility and Receiving Facility fields were missing. Log ID 26670: Corrected an issue where an ICD-9 code would display in the encounter instead of the ICD-10 code that was selected. Log ID (13.5.2): Corrected an issue where the phone message would not open from Workflow Communicator accessed from the Patient Monitor accessed from the Phone Message window of a new phone message. Log ID (13.5.2): Corrected a display issue where the tests within a lab order in the main EMR did not appear in the order they were set up in the MicroMD EMR Manager. Log ID (13.5.2): Corrected an issue where the system displayed the time of a procedure order as 12:00 instead of the time on the encounter when adding the order to an existing unsigned encounter. Log ID (13.5.2): Corrected a freezing issue for larger practices with the Controlling High Blood Pressure Clinical Quality Measure on the incentive program report. Log ID (13.5.2): Corrected an issue where a problem list item still displayed in the Patient Monitor and the Chart Summary when deleted if the Practice Setting was set to Strike-out Data. 6/7

10 Log ID (13.5.2): Corrected a broken link issue that occurred when adding an attachment to an existing order from within the Attachments section of the patient's chart where the code did not see the order ID. Log ID (13.5.2): Changed the behavior of the Smoking Status field in a rule. If the Value column for Smoking Status is blank, the system now checks if there is no Smoking Status entry in the patient's chart. Log ID (13.5.2): Corrected a display issue in the Recall Module that displayed a duplicate of the entry and displayed the incorrect recall reason for the entry. Log ID (13.5.2): The attachment folders for faxes in the MicroMD DMS file cabinet structure were adjusted to accommodate extra large volumes of documents for the larger practices using MicroMD EMR. This helps prevent issues with documents not opening due to memory issues. Log ID (13.5.2): Corrected an issue where the patient messages were counted in the numerator but not included in the denominator for the Secure Messaging objective. 7/7

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