Disclaimer. That means.

Transcription

1 An Overview

2 Housekeeping Much of this is new and can be confusing. If you have a question DO NOT save it for the end raise your hand and ask me. BUT. Please wait until slide 20. ( I will let you know when).

3 Disclaimer I am the Health Information Technology consultant for PICA. I am the Chief Compliance Officer for Sammy / ICS Software. In that role I will be insuring that Sammy Software meets and exceeds all requirements for Stage 2 of Meaningful Use, HIPAA Security and other regulations. That means.

4 THIS IS STAGE 2 This is what you need to do in 2014 This is NOT for today so Don t Panic YET

5 17 Core and 6 Menu Measures We must either MEET or be Exempt from each of the 17 Core Measures We must MEET 3 of the 6 Menu Measures We can no longer claim an exemption from a Menu Measure and get credit for it.

6 Measure 1 CPOE Use computerized provider order entry (CPOE) 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.

7 Measure 2 Erx Generate and transmit permissible prescriptions electronically (erx).

8 Measure 3 Demographics Record the following demographics: preferred language, sex, race, ethnicity, date of birth.

9 Measure 4 Vital Signs Record and chart changes in the following vital signs: height/length and weight (no age limit); blood pressure (ages 3 and over); calculate and display body mass index (BMI); and plot and display growth charts for patients 0-20 years, including BMI.

10 Measure 5 Smoking Status Record smoking status for patients 13 years old or older.

11 Measure 6 Clinical Decision Support Use clinical decision support to improve performance on high-priority health conditions.

12 Measure 7 Health Information Online Provide patients the ability to view online, download and transmit their health information within four business days of the information being available to the EP

13 Measure 8 Clinical Summaries Provide clinical summaries for patients for each office visit.

14 Measure 9 Protect Health Information Protect electronic health information created or maintained by the Certified EHR Technology through the implementation of appropriate technical capabilities.

15 Measure 10 Incorporate Lab Results Incorporate clinical lab-test results into Certified EHR Technology as structured data.

16 Measure 11 Patient Lists Generate lists of patients by specific conditions to use for quality improvement, reduction of disparities, research, or outreach.

17 Measure 12 Preventive Care Use clinically relevant information to identify patients who should receive reminders for preventive/follow-up care and send these patients the reminders, per patient preference.

18 Measure 13 Patient Education Use clinically relevant information from Certified EHR Technology to identify patient-specific education resources and provide those resources to the patient.

19 Measure 14 Medication Reconciliation The EP who receives a patient from another setting of care or provider of care or believes an encounter is relevant should perform medication reconciliation.

20 Measure 15 Transition of Care The EP who transitions their patient to another setting of care or provider of care or refers their patient to another provider of care should provide a summary care record for each transition of care or referral.

21 Measure 16 Immunization Registries Capability to submit electronic data to immunization registries or immunization information systems except where prohibited, and in accordance with applicable law and practice.

22 Measure 17 Secure Messaging Use secure electronic messaging to communicate with patients on relevant health information.

23 Menu Measure 1 Syndromic Surveillance Capability to submit electronic syndromic surveillance data to public health agencies except where prohibited, and in accordance with applicable law and practice.

24 Menu Measure 2 Electronic Notes Record electronic notes in patient records.

25 Menu Measure 3 Medical Images and Results Imaging results consisting of the image itself and any explanation or other accompanying information are accessible through CEHRT.

26 Menu Measure 4 Family History Record patient family health history as structured data.

27 Menu Measure 5 Cancer Registries Capability to identify and report cancer cases to a public health central cancer registry, except where prohibited, and in accordance with applicable law and practice.

28 Menu Measure 6 Other Registry Capability to identify and report specific cases to a specialized registry (other than a cancer registry), except where prohibited, and in accordance with applicable law and practice.

29 Questions Now we will go into a deep dive on each of the measures. So it is time to start asking questions.

30 CPOE

31 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.

32 Laboratory Order Order for any service provided by a laboratory that could not be provided by a non-laboratory.

33 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.

34 Radiology Order Order for any imaging services 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 the policy is consistent across all patient and for the entire EHR reporting period.

35 Electronic Product Radiation Any ionizing or nonionizing electromagnetic or particulate radiation, or [a]nysonic, infrasonic, or ultrasonic wave that is emitted from an electronic product as the result of the operation of an electronic circuit in such product.

36 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.

37 Part 1: Medication Orders 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 HER reporting period.

38 Part 2: Radiology Orders 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.

39 Part 3: Laboratory Orders 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.

40 Additional Information The provider is permitted, but not required, to limit the measure of this objective to those patients whose records are maintained using certified EHR technology (CEHRT). The CPOE function must be used to create the first record of the order that becomes part of the patient's medical record and before any action can be taken on the order to count in the numerator.

41 However, in some situations it may be impossible or inadvisable to wait to initiate an intervention until a record of the order has been created. For example, situations where an intervention is identified and immediately initiated by the provider, or initiated immediately after a verbal order by the ordering provider to a licensed healthcare professional under his/her direct supervision. Therefore in these situations, so long as the order is entered using CPOE by a licensed healthcare professional or certified medical assistant to create the first record of that order as it becomes part of the patient s medical record, these orders would count in the numerator of the CPOE measure.

42 Any licensed healthcare professionals and credentialed medical assistants, can enter orders into the medical if they can originate the order per state, local and professional guidelines. Credentialing for a medical assistant must come from an organization other than the organization employing the medical assistant.

43 Electronic transmittal of the medication order is not a requirement for meeting the measure of this objective. CPOE is the entry of the order into the patient's EHR that uses a specific function of CEHRT. It is not how that order is filled or otherwise carried out.

44 E- Prescribing

45 Definition of Terms Permissible Prescriptions The concept of only permissible prescriptions refers to the current restrictions established by the Department of Justice on electronic prescribing for controlled substances in Schedule II-V. (The substances in Schedule II-V can be found at ngebook/e_cs_sched.pdf). Any prescription not subject to these restrictions would be permissible.

46 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.

47 DENOMINATOR/NUMERATOR/ THRESHOLD DENOMINATOR: Number of prescriptions written for drugs requiring a prescription in order to be dispensed other than controlled substances during the EHR reporting period; or Number of prescriptions written for drugs requiring a prescription in order to be dispensed during the EHR reporting period. 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.

48 EXCLUSIONS: Any EP who: (1) Writes fewer than 100 permissible prescriptions during the EHR reporting period; or (2) Does not have a pharmacy within their organization and there are no pharmacies that accept electronic prescriptions within 10 miles of the EP's practice location at the start of his/her EHR reporting period.

49 Additional Information Authorizations for items such as durable medical equipment, or other items and services that may require EP authorization before the patient could receive them, are not included in the definition of prescriptions. These are excluded from the numerator and the denominator of the measure.

50 As electronic prescribing of controlled substances is now possible, providers can choose to include all prescriptions or only permissible prescriptions as long as the decision applies to all patients and for the entire EHR reporting period. The determination of whether a prescription is a ''permissible prescription'' for purposes of this measure should be made based on the guidelines for prescribing Schedule II-V controlled substances in effect on or before January 13, 2010.

51 If you dispense the medication, and enter the Rx into CPOE it IS considered electronic transmission.

52 If the pharmacy clearing house takes the electronic transmission and converts it to fax it is still considered electronic transmission by the EP.

53 Record Demographics

54 Definition of Terms Preferred Language The language by which the patient prefers to communicate. You are NOT required to communicate with the patient in their preferred language.

55 DENOMINATOR/ NUMERATOR /THRESHOLD DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period. NUMERATOR: The number of patients in the denominator who have all the elements of demographics (or a specific notation if the patient declined to provide one or more elements or if recording an element is contrary to state law) recorded as structured data. THRESHOLD: The resulting percentage must be more than 80 percent in order for an EP to meet this measure.

56 Additional Information Race and ethnicity codes should follow current federal standards published by the Office of Management and Budget ( licy/#dr).

57 If a patient declines to provide all or part of the demographic information, or if capturing a patient s ethnicity or race is prohibited by state law, Or if patients who do not know their ethnicity, EPs should treat these patients the same way as patients who decline to provide race or ethnicity identify in the patient record that the patient declined to provide this information. These all count towards meeting the measure

58 Record Vital Signs

59 DENOMINATOR/NUMERATOR/ THRESHOLD DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period. NUMERATOR: Number of patients in the denominator who have at least one entry of their height/length and weight (all ages) and/or blood pressure (ages 3 and over) recorded as structured data. THRESHOLD: The resulting percentage must be more than 80 percent in order for an EP to meet this measure.

60 EXCLUSIONS: Any EP who sees no patients 3 years or older is excluded from recording blood pressure. Any EP who believes that all 3 vital signs of height/length, weight, and blood pressure have no relevance to their scope of practice is excluded from recording them. Any EP who believes that height/length and weight are relevant to their scope of practice, but blood pressure is not, is excluded from recording blood pressure. Any EP who believes that blood pressure is relevant to their scope of practice, but height/length and weight are not, is excluded from recording height/length and weight.

61 Additional Information If the EP meets exclusion (3) or exclusion (4) they must both attest to the exclusion and report the numerator and denominator for the remaining elements of the measure. The only information required to be inputted by the provider is the height and weight, and/or blood pressure of the patient. The certified EHR technology will calculate BMI and the growth chart if applicable to patient based on age.

62 Height, weight, and blood pressure do not have to be updated by the EP at every patient encounter. The EP can make the determination based on the patient s individual circumstances as to whether height, weight, and blood pressure need to be updated.

63 Vital sign information can be entered into the patient's medical record in a number of ways including: direct entry by the EP; entry by a designated individual from the EP s staff; data transfer from another provider electronically, through an HIE or through other methods; or data entered directly by the patient through a portal or other means. Some of these methods are more accurate than others, and it is up to the EP to determine the level of accuracy needed to care for their patient and how best to obtain this information.

64 Record Smoking Status

65 DENOMINATOR/NUMERATOR/ THRESHOLD DENOMINATOR: Number of unique patients age 13 or older seen by the EP during the EHR reporting period. NUMERATOR: The number of patients in the denominator with smoking status recorded as structured data. THRESHOLD: The resulting percentage must be more than 80 percent in order for an EP to meet this measure.

66 EXCLUSION: Any EP that neither sees nor admits any patients 13 years old or older.

67 This is a check of the medical record for patients 13 years old or older. If this information is already in the medical record available through certified EHR technology, an inquiry does not need to be made every time a provider sees a patient 13 years old or older. The frequency of updating this information is left to the provider and guidance is provided already from several sources in the medical community.

68 Clinical Decision Support

69 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.

70 Attestation Requirements YES/NO EPs must attest YES to implementing five clinical decision support interventions and enabling and implementing functionality for drug-drug and drug-allergy interaction to meet this measure.

71 EXCLUSION: For the second measure, any EP who writes fewer than 100 medication orders during the EHR reporting period. There is NO exclusion for the 5 other CDS rules you must implement.

72 Additional Information If none of the CQMs are applicable to an EP's scope of practice, the EP should implement CDS interventions that he or she believes will to drive improvements in the delivery of care for the high-priority health conditions relevant to their patient population.. CMS will not issue additional guidance on the selection of appropriate clinical decision support rules for Stage 2 Meaningful Use. This determination is best left to the EP taking into account their workflow, patient population, and quality improvement efforts.

73 The need for inclusion of attributes for each CDS intervention also applies to drug-drug and drugallergy interventions as well as interventions based on self-generated evidence. Drug-drug and drug-allergy interaction alerts are separate from the 5 clinical decision support interventions and do not count towards the 5 required for this first measure.

74 CDS is tied to Evidence Based Medicine. You are required to select (i.e., activate) one or more electronic clinical decision support interventions (in addition to drug-drug and drug-allergy contraindication checking) based on each one and at least one combination of the following data: (A) Problem list; (B) Medication list; (C) Medication allergy list; (D) Demographics; (E) Laboratory tests and values/results; and (F) Vital signs.

75 The CDS Rule must be Linked Point to the EBM or Clinical Guideline that supports the CDS Rule

76 Patient Electronic Access

77 Definition of Terms 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. 1

78 Transmission Any means of electronic transmission However, the relocation of physical electronic media (for example, USB, CD) does not qualify as transmission although the movement of the information from online to the physical electronic media will be a download.

79 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.

80 DENOMINATOR/NUMERATOR/ THRESHOLD Measure 1: DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period. NUMERATOR: The number of patients in the denominator who have timely (within 4 business days after the information is available to the EP) online access to their health information. THRESHOLD: The resulting percentage must be more than 50 percent in order for an EP to meet this measure.

81 Measure 2: 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. THRESHOLD: The resulting percentage must be more than 5 percent in order for an EP to meet this measure.

82 EXCLUSIONS: (1) Any EP who neither orders nor creates any of the information listed for inclusion as part of both measures, except for "Patient name" and "Provider's name and office contact information," may exclude both measures. (2) 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 3Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period may exclude only the second measure.

83 Clinical Summaries

84 What is in a Clinical Summary Clinical Summary An after-visit summary that provides a patient with relevant and actionable information and instructions containing in no particular order: Patient name. Provider's name and office contact information. Date and location of the visit. Reason for the office visit. Current problem list. Current medication list. Current medication allergy list. Procedures performed during the visit. Immunizations or medications administered during the visit. Vital signs taken during the visit (or other recent vital signs). Laboratory test results. List of diagnostic tests pending. Clinical instructions. Future appointments. Referrals to other providers. Future scheduled tests. Demographic information maintained within certified electronic health record technology (CEHRT) (sex, race, ethnicity, date of birth, preferred language). Smoking status. Care plan field(s), including goals and instructions. Recommended patient decision aids (if applicable to the visit).

85 What is NOT in a Clinical Summary Your Chart Notes

86 Office Visit Office visits include separate, billable encounters that result from evaluation and management services provided to the patient and include: (1) Concurrent care or transfer of care visits, (2) Consultant visits, or (3) Prolonged Physician Service without Direct (Face-To-Face) Patient Contact (tele-health). A consultant visit occurs when a provider is asked to render an expert opinion/service for a specific condition or problem by a referring provider.

87 DENOMINATOR/ NUMERATOR/THRESHOLD DENOMINATOR: Number of office visits conducted by the EP during the EHR reporting period. NUMERATOR: Number of office visits in the denominator where the patient or a patientauthorized representative is provided a clinical summary of their visit within one (1) business day. THRESHOLD: The resulting percentage must be more than 50 percent in order for an EP to meet this measure.

88 EXCLUSION: Any EP who has no office visits during the EHR reporting period.

89 Additional Information The provider is permitted, but not required, to limit the measure of this objective to those patients whose records are maintained using certified electronic health record technology (CEHRT). The provision of the clinical summary is limited to the information contained within CEHRT.

90 The clinical summary can be provided through a PHR, patient portal on the web site, secure , electronic media such as CD or USB fob, or printed copy. If the EP chooses an electronic media, they would be required to provide the patient a paper copy upon request. They may also default to providing paper copies, in which case an electronic form of the EP s choice would need to be provided upon request

91 If an EP believes that substantial harm may arise from the disclosure of particular information, an EP may choose to withhold that particular information from the clinical summary. Providers may not charge patients a fee to provide this information. When a patient visit lasts several days or a patient is seen by multiple EPs, a single clinical summary at the end of the visit should be counted only once in both the numerator and denominator.

92 In the event that a clinical summary is offered to and subsequently declined by the patient, that patient may still be included in the numerator of the measure.

93 Patient Electronic Health Info

94 Attestation Requirements YES/NO Eligible professionals (EPs) must attest YES to conducting or reviewing a security risk analysis and implementing security updates as needed to meet this measure.

95 Additional Information EPs must conduct or review a security risk analysis of CEHRT including addressing encryption/security of data, and implement updates as necessary at least once prior to the end of the EHR reporting period and attest to that conduct or review. The testing could occur prior to the beginning of the first EHR reporting period. However, a new review would have to occur for each subsequent reporting period.

96 The parameters of the security risk analysis are defined 45 CFR (a)(1) which was created by the HIPAA Security Rule. Meaningful use does not impose new or expanded requirements on the HIPAA Security Rule nor does it require specific use of every certification and standard that is included in certification of EHR technology. More information on the HIPAA Security Rule can be found at ative/securityrule/.

97 HIPAA Audits Many Providers who are being audited are experiencing problems with the Risk Analysis Section (#15 for Stage 1)

98 Clinical Lab Test Results

99 DENOMINATOR/NUMERATOR/ THRESHOLD DENOMINATOR: Number of lab tests ordered during the EHR reporting period by the EP whose results are expressed in a positive or negative affirmation or as a number. NUMERATOR: Number of lab test results which are expressed in a positive or negative affirmation or as a numeric result which are incorporated in CEHRT as structured data. THRESHOLD: The resulting percentage must be more than 55 percent in order for an EP to meet this measure.

100 EXCLUSION: Any EP who orders no lab tests where results are either in a positive/negative affirmation or numeric format during the EHR reporting period.

101 The structured data for the numeric/quantitative test results may include positive or negative affirmations and/or numerical format that would include a reference range of numeric results and/or ratios.

102 Structured data does not need to be electronically exchanged in order to qualify for the measure of this objective. The EP is not limited to only counting structured data received via electronic exchange, but may count in the numerator all structured data entered through manual entry through typing, option selecting, scanning, or other means.

103 Patient Lists

104 Criteria Select, sort, access, and create patient lists by: date and time; and based on each one and at least one combination of the following data: (i) Problems; (ii) Medications; (iii) Medication allergies; (iv) Demographics; (v) Laboratory tests and values/results; and (vi) Ambulatory setting only - Patient communication preferences.

105 Definition of Terms Specific Conditions Those conditions listed in the active patient problem list.

106 Attestation Requirements Eligible professionals (EPs) must attest YES to having generated at least one report listing patients of the EP with a specific condition to meet this measure

107 Additional Information This objective does not dictate the report(s) which must be generated; therefore an EP or a member of the EP's staff could generate the list and meet this measure. An EP is best positioned to determine which reports are most useful to their care efforts.

108 The report generated could cover every patient whose records are maintained using certified EHR technology (CEHRT) or a subset of those patients at the discretion of the EP. Each EHR reporting period should be identified with a different report. Reports generated in past EHR reporting periods cannot be used to satisfy this measure in the current EHR reporting period.

109 Preventive Care

110 Certification Criteria Select, sort, access, and create patient lists by: date and time; and based on each one and at least one combination of the following data: (i) Problems; (ii) Medications; (iii) Medication allergies; (iv) Demographics; (v) Laboratory tests and values/results; and (vi) Patient communication preferences.

111 Definition of Terms Patient Preference The method of communication that patients prefer to receive their reminders such as (but not limited to) by mail, by phone or by secure messaging. Active Patients Patients with at least two office visits in the last 24 months.

112 DENOMINATOR/NUMERATOR/ THRESHOLD DENOMINATOR: Number of unique patients who have had two or more office visits with the EP in the 24 months prior to the beginning of the EHR reporting period. NUMERATOR: Number of patients in the denominator who were sent a reminder per patient preference when available during the EHR reporting period. THRESHOLD: The resulting percentage must be more than 10 percent in order for an EP to meet this measure.

113 EXCLUSION: Any EP who has had no office visits in the 24 months before the EHR reporting period.

114 Additional Information EPs meet the aspect of per patient preference of this objective if they are accommodating known reasonable requests in accordance with the HIPAA Privacy Rule, as specified at 45 CFR (b), which is the guidance established for accommodating patient requests.

115 An EP should use clinically relevant information stored within the CEHRT to identify patients who should receive reminders. To count for the measure, reminders for preventive/follow-up care must be for care that the patient is not already scheduled to receive. Reminders for referrals or to engage in certain activities are also included in this objective and measure.

116 Reminders must be sent using the preferred communication medium only when it is known by the provider. This is limited to the type of communication (phone, mail, secure messaging, etc.) and does not extend to other constraints like time of day. Patients may decline to provide their preferred communication medium in which case the provider may select the communication medium. A patient may also decline to receive reminders.

117 Patient Specific Education

118 DENOMINATOR / NUMERATOR / THRESHOLD DENOMINATOR: Number of unique patients with office visits seen by the EP during the EHR reporting period. NUMERATOR: Number of patients in the denominator who were provided patient-specific education resources identified by the Certified EHR Technology. THRESHOLD: The resulting percentage must be more than 10 percent in order for an EP to meet this measure.

119 EXCLUSION: Any EP who has no office visits during the EHR reporting period.

120 Education resources or materials do not have to be stored within or generated by the certified EHR. However, the provider should utilize certified EHR technology (CEHRT) in a manner where the technology suggests patient -specific educational resources based on the information stored in the CEHRT. The provider can make a final decision on whether the education resource is useful and relevant to a specific patient.

121 The EP may use these elements or additional elements within CEHRT to identify educational resource s specific to patients' needs. The EP can then provide these educational resources to patients in a useful format for the patient (such as, electronic copy, printed copy, electronic link to source materials, through a patient portal or PHR).

122 If resources or topic area of resources are not identified by CEHRT and provided to the patient then it will not count in the numerator. The education resources will need to be provided

123 Medication Reconciliation

124 Criteria Electronically reconcile the data that represent a patient s active medication, problem, and medication allergy list as follows. For each list type: (i) Electronically and simultaneously display (i.e., in a single view) the data from at least two list sources in a manner that allows a user to view the data and their attributes, which must include, at a minimum, the source and last modification date. (ii) Create a single reconciled list of medications, medication allergies, or problems. (iii) Review and validate the accuracy of a final set of data and, upon a user s confirmation, automatically update the list.

125 Definition of Terms Medication Reconciliation The process of identifying the most accurate list of all medications that the patient is taking, including name, dosage, frequency, and route, by comparing the medical record to an external list of medications obtained from a patient, hospital, or other provider. Relevant Encounter An encounter during which the EP performs a medication reconciliation due to new medication or long gaps in time between patient encounters or for other reasons determined appropriate by the EP. Essentially an encounter is relevant if the EP judges it to be so. Note: Relevant encounters may included in the numerator and denominator of the measure for this objective.

126 Transition of Care The movement of a patient from one clinical setting (inpatient, outpatient, physician office, home health, rehab, long-term care facility, etc.) to another or from one EP to another. At a minimum, transitions of care include first encounters with a new patient and encounters with existing patients where a summary of care record (of any type) is provided to the receiving provider. The summary of care record can be provided either by the patient or by the referring/transiting provider or institution.

127 DENOMINATOR/NUMERATOR/ THRESHOLD DENOMINATOR: Number of transitions of care during the EHR reporting period for which the EP was the receiving party of the transition. NUMERATOR: The number of transitions of care in the denominator where medication reconciliation was performed. THRESHOLD: The resulting percentage must be more than 50 percent in order for an EP to meet this measure.

128 EXCLUSION: Any EP who was not the recipient of any transitions of care during the EHR reporting period.

129 The electronic exchange of information is not a requirement for medication reconciliation. The measure of this objective does not dictate what information must be included in medication reconciliation. Information included in the process of medication reconciliation is appropriately determined by the provider and patient.

130 Summary of Care Pt 1

131 Summary of Care Pt 2

132 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.

133 Summary of Care Record A summary of care record must include the following elements: Patient name. Referring or transitioning provider's name and office contact information (EP only). Procedures. Encounter diagnosis Immunizations. Laboratory test results. Vital signs (height, weight, blood pressure, BMI). Smoking status. Functional status, including activities of daily living, cognitive and disability status Demographic information (preferred language, sex, race, ethnicity, date of birth). Care plan field, including goals and instructions. Care team including the primary care provider of record and any additional known care team members beyond the referring or transitioning provider and the receiving provider. Reason for referral Current problem list (EPs may also include historical problems at their discretion). Current medication list, and Current medication allergy list.

134 Problem List At a minimum a list of current, active and historical diagnoses. We do not limit the EP to just including diagnoses on the problem list. 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.

135 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: problem (the focus of the care plan), goal (the target outcome) and any instructions that the provider has given to the patient. A goal is a defined target or measure to be achieved in the process of patient care (an expected outcome).

136 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 provided. THRESHOLD: The percentage must be more than 50 percent in order for an EP to meet this measure.

137 EXLCUSION: 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 is excluded from all three measures

138 MEASURE 2: 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 a) electronically transmitted using CEHRT to a recipient or b) where the recipient receives the summary of care record via exchange facilitated by an organization that is a NwHIN Exchange participant or in a manner that is consistent with the governance mechanism ONC establishes for the nationwide health information network. The organization can be a third-party or the sender's own organization. THRESHOLD: The percentage must be more than 10 percent in order for an EP to meet this measure.

139 EXCLUSION: 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 is excluded from all three measures

140 Measure 3 The EP attests YES to one of the two criteria: 1. Conducts one or more successful electronic exchanges of a summary of care document, as part of which is counted in "measure 2" (for EPs the measure at 495.6(j)(14)(ii)(B) with a recipient who has EHR technology that was developed designed by a different EHR technology developer than the sender's EHR technology certified to 45 CFR (b)(2). or 2. Conducts one or more successful tests with the CMS designated test EHR during the EHR reporting period.

141 EXCLUSION: 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 is excluded from all three measures

142 If the provider to whom the referral is made or to whom the patient is transitioned to has access to the medical record maintained by the referring provider then the summary of care record would not need to be provided, and that patient must not be included in the denominator for transitions of care. To count in the numerator of any measure, the EP must verify these three fields are not blank for current problem list, current medication list, and current medication allergy list

143 To count in the numerator of measure 2, the summary of care record must be received by the provider to whom the sending provider is referring or transferring the patient.

144 Immunization Registry

145 Attestation Requirements YES/NO The EP must attest YES to meeting one of the following criteria under the umbrella of ongoing submission. Ongoing submission was already achieved for an EHR reporting period in a prior year and continues throughout the current EHR reporting period using either the current standard at 45 CFR (f)(1) and (f)(2) or the standards included in the 2011 Edition EHR certification Immunization Registries Data Submission criteria adopted by ONC during the prior EHR reporting period when ongoing submission was achieved.

146 Registration with the PHA or other body to whom the information is being submitted of intent to initiate ongoing submission was made by the deadline (within 60 days of the start of the EHR reporting period) and ongoing submission was achieved. Registration of intent to initiate ongoing submission was made by the deadline and the EP or hospital is still engaged in testing and validation of ongoing electronic submission. Registration of intent to initiate ongoing submission was made by the deadline and the EP or hospital is awaiting invitation to begin testing and validation

147 EXCLUSIONS : Any EP that meets one or more of the following criteria may be excluded from this objective: (1) Does not administer any of the 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; (2) Operates in a jurisdiction for which no immunization registry or immunization information system is capable of accepting the specific standards required for CEHRT at the start of their EHR reporting period

148 (3) Operates in a jurisdiction where no immunization registry or immunization information system provides information timely on capability to receive immunization data; or (4) Operates in a jurisdiction for which no immunization registry or immunization information system that is capable of accepting the specific standards required by CEHRT at the start of their EHR reporting period can enroll additional EPs

149 Secure Messaging

150 Definition of Terms Secure Message Any electronic communication between a provider and patient that ensures only those parties can access the communication. This electronic message could be or the electronic messaging function of a PHR, an online patient portal, or any other electronic means

151 DENOMINATOR/ NUMERATOR/ THRESHOLD DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period. NUMERATOR: The number of patients or patientauthorized representatives in the denominator who send a secure electronic message to the EP that is received using the electronic messaging function of CEHRT during the EHR reporting period. THRESHOLD: The resulting percentage must be more than 5 percent in order for an EP to meet this measure.

152 EXCLUSION: Any EP who has no office visits during the EHR reporting period, or any EP who 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 3Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period.

153 The Menu Measures Yes there is more!!!

154 Syndromic Surveillance

155 Attestation Requirements YES / NO EPs must attest YES to successful ongoing submission of electronic syndromic surveillance data from CEHRT to a public health agency for the entire EHR reporting period. Ongoing submission was already achieved for an EHR reporting period in a prior year and continues throughout the current EHR reporting period. Registration with the PHA or other body to whom the information is being submitted of intent to initiate ongoing submission was made by the deadline (within 60 days of the start of the EHR reporting period) and ongoing submission was achieved. Registration of intent to initiate ongoing submission was made by the deadline and the EP or hospital is still engaged in testing and validation of ongoing electronic submission. Registration of intent to initiate ongoing submission was made by the deadline and the EP or hospital is awaiting invitation to begin testing and validation

156 EXCLUSIONS: Any EP that meets one or more of the following criteria may be excluded from this objective: (1) the EP is not in a category of providers that collect ambulatory syndromic surveillance information on their patients during the EHR reporting period; (2) the EP operates in a jurisdiction for which no public health agency is capable of receiving electronic syndromic surveillance data in the specific standards required by CEHRT at the start of their EHR reporting period; (3) the EP operates in a jurisdiction where no public health agency provides information timely on capability to receive syndromic surveillance data; or (4) the EP operates in a jurisdiction for which no public health agency that is capable of accepting the specific standards required by CEHRT at the start of their EHR reporting period can enroll additional EPs.

157 Electronic Notes

158 Definition of Terms Electronic Notes Defined as electronic progress notes. CMS will rely on providers own determinations and guidelines defining when progress notes are necessary to communicate individual patient circumstances and for coordination with previous documentation of patient observations, treatments and/or results in the electronic health record

159 DENOMINATOR /NUMERATOR/ THRESHOLD DENOMINATOR: Number of unique patients with at least one office visit during the EHR reporting period for EPs during the EHR reporting period. NUMERATOR: The number of unique patients in the denominator who have at least one electronic progress note from an eligible professional recorded as text searchable data. THRESHOLD: The resulting percentage must be more than 30 percent in order for an EP to meet this measure

160 Additional Information Any EP as defined for the Medicare or Medicaid EHR Incentive Programs may author, edit, and provide an electronic signature for the electronic notes in order for them to be considered for this measure. An EP or authorized provider may author, edit and sign the note in any manner including dictation, conversion of written notes to text searchable notes, direct entry into the EHR or any other method as long as the end result is a text searchable note that is the information that the EP or authorized provider wanted to note.

161 Non-searchable notes do not qualify, but this does not mean that all of the content has to be character text. Drawings and other content can be included with searchable text notes under this measure

162 Imaging Results

163 Definition of Terms Imaging The description of radiology services from the Stage 2 CPOE objective is the minimum description of imaging. We describe radiologic services as any imaging service that uses electronic product radiation. Electronic product radiation is defined at 21 CFR as: "any ionizing or nonionizing electromagnetic or particulate radiation, or [a]nysonic, infrasonic, or ultrasonic wave that is emitted from an electronic product as the result of the operation of an electronic circuit in such product." If the provide desires to include other types of imaging services that do not rely on electronic product radiation they may do so as long as the policy is consistent across all patients and for the entire EHR reporting period.

164 Accessible through Either incorporation of the image and accompanying information into CEHRT or an indication in CEHRT that the image and accompanying information are available for a giving patient in another technology and a link to that image and accompanying information. Incorporation of the I mage The image and accompanying information is stored by the CEHRT

165 DENOMINATOR / NUMERATOR / THRESHOLD DENOMINATOR: Number of tests whose result is one or more images ordered by the EP during the EHR reporting period. NUMERATOR: The number of results in the denominator that are accessible through CEHRT. THRESHOLD : The resulting percentage must be more than 10 percent in order to meet this measure.

166 EXCLUSION : Any EP who orders less than 100 tests whose result is an image during the EHR reporting period; or any EP who has no access to electronic imaging results at the start of the EHR reporting period

167 Additional Information There are no limitations on the resolution of the image. Storing the images natively in CEHRT is one way to make them accessible through CEHRT, but there are many other ways and native storage is not required by the objective and measure. Images and imaging results that are scanned into the CEHRT may be counted in the numerator of this measure.

168 Family Health History

169 Definition of Terms First Degree R elative A family member who shares about 50 percent of their genes with a particular individual in a family. First degree relatives include parents, offspring, and siblings.

170 DENOMINATOR / NUMERATOR / THRESHOLD DENOMINATOR: Number of unique patients seen by the EP during the EHR reporting period. NUMERATOR: The number of patients in the denominator with a structured data entry for one or more first-degree relatives. THRESHOLD: The resulting percentage must be more than 20 percent in order to meet this measure.

171 EXCLUSION: Any EP who has no office visits during the EHR reporting period

172 Additional Information This measure is a minimum and not a limitation on the health history that can be recorded. For patients who are asked about their family health history, but do not know their family history, it is acceptable for the provider to record the patient's family history as "unknown."

173 Cancer Registry

174 Attestation Requirements YES/NO EPs must attest YES to successful ongoing submission of cancer case information from certified electronic health record technology ( CEHRT ) to a public health central cancer registry for the entire EHR reporting period. Ongoing submission was already achieved for an EHR reporting period in a prior year and continues throughout the current EHR reporting period. Registration with the PHA or other body to whom the information is being submitted of intent to initiate ongoing submission was made by the deadline (within 60 days of the start of the EHR reporting period) and ongoing submission was achieved.

175 Registration of intent to initiate ongoing submission was made by the deadline and the EP or hospital is still engaged in testing and validation of ongoing electronic submission. Registration of intent to initiate ongoing submission was made by the deadline and the EP or hospital is awaiting invitation to begin testing and validation.

176 EXCLUSIONS: Any EP that meets at least 1 of the following criteria may be excluded from this objective: (1) The EP does not diagnose or directly treat cancer; (2) t he EP operates in a jurisdiction for which no public health agency is capable of receiving electronic cancer case information in the specific standards required for CEHRT at the beginning of their EHR reporting period; (3) the EP operates in a jurisdiction where no PHA provides information timely on capability to receive electronic cancer case information; or (4) the EP operates in a jurisdiction for which no public health agency that is capable of receiving electronic cancer case information in the specific standards required for CEHRT at the beginning of their EHR reporting period can enroll additional EPs

177 Other Registries