NextGen Meaningful Use Crystal Reports Guide

Transcription

1 NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 NextGen Healthcare Information Systems, Inc.

2 Copyright NextGen Healthcare Information Systems, Inc. All Rights Reserved. NextGen is a registered trademark and service mark of NextGen Healthcare Information Systems, Inc. Notice the following terms may be used interchangeably throughout this document: NextGen Ambulatory EHR and NextGen EHR NextGen Practice Management and NextGen EPM NextGen Optical Management and NextGen Optik NextGen Document Management and NextGen ICS NextGen Patient Portal and NextMD NextGen Remote Patient Chart Synchronization and NextGen PatientSync Notice: Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated in the United States and/or other countries. Microsoft, SQL Server, Windows, Windows Vista, Internet Explorer, Office, Word, Excel and Outlook are registered trademarks of Microsoft Corporation in the United States and/or other countries. Microsoft product screen shot(s) reprinted with permission from Microsoft Corporation. All other names and marks are the property of their respective owners. This guide and the functionality explained within assume that the patient name entered into the NextGen database is the Legal name of the individual. If/when it is required by 3rd party vendors, the patient name stored in the NextGen database will be submitted with a code indicating this is the Legal name. You must take all necessary steps to ensure that the information stored in the person table is, in fact, the Legal name for each applicable individual if you are using an interface that requires such an indicator. The examples contained within this publication are strictly present to show functionality of the software and are not intended to be guidelines for medical decisions or clinical approaches. Although we have exercised great care in creating this publication, NextGen Healthcare Information Systems, Inc. assumes no responsibility for errors or omissions that may appear in this publication and reserves the right to change this publication at any time without notice. Address comments concerning this document to: NextGen Healthcare Information Systems, Inc. Quality Assurance and Documentation 795 Horsham Road Horsham, PA Website:

3 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Contents About This Guide v Conventions Used in this Guide... vi Getting Started 1 NextGen and Meaningful Use... 2 Meaningful Use Crystal Reports... 3 Setting Up Meaningful Use Crystal Reports 5 Requirements... 6 Availability of Meaningful Use Crystal Reports... 7 Steps to Set up Meaningful Use Crystal Reports... 8 Verify Custom Report Path... 9 Copy Meaningful Use Reports Locally Setting Up Meaningful Use Crystal Reports Modifying Crystal Reports Printer Setup Updating a Printer Deleting a Printer Report Server Report Server Installation Replicating Your Database Using Meaningful Use Reports 25 Running the Reports MU Report Details 31 Qualifying Office Visits Procedure Codes to Identify Unique Patients Modifying List of Procedure Codes MU Orders Entered by Provider MU Patients with a Diagnosis MU ERX Non-Narcotic Prescriptions MU Patients with Recorded Medication MU Patients with Recorded Allergies MU Patients with Recorded Demographics MU Patients with Recorded Vital Signs MU Patients with Smoker Status MU PHR Request Completed in 72 Hours or Less MU Patient with Clinical Summaries MU Summary of Care Records MU Lab Order with Results Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. iii

4 Contents MU Patients Reminders MU Patient Education Provided MU Patients with Medication Reconciliation MU Timely Access MU Summary Report by Provider Index 85 iv Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

5 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 About This Guide Purpose The NextGen EHR Meaningful User Reports Guide assists you in learning the setup and inner workings of the Meaningful Use Reports. This guide helps you achieve better results using NextGen EHR application. Audience This guide is for the NextGen EHR System Administrators. Who is a System Administrator? A System Administrator is responsible for ensuring that the system is set up properly and that all pertinent components, including hardware, runs properly. The System Administrator is also the person responsible for ensuring that the application contains all the correct and necessary information so that a day in the office runs smoothly. Assumptions This guide assumes that you have the following basic computer skills: Microsoft Windows operating systems NextGen EHR application NextGen System Administrator NextGen KBM BusinessObjects Crystal Reports Publishing Date This Guide has been published on Tuesday, March 08, Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. v

6 About This Guide Conventions Used in this Guide This guide uses a set of conventions to present information in a helpful and easy-to-read manner. The following information explains these conventions in detail. Accessing Dialog Boxes Throughout this guide, access paths direct you to various windows and dialog boxes. The access path is included as a step in a procedure. Each required key stroke, mouse click, or selection is separated by path markers with the > symbol. The following example is an access path step that includes the path and path markers. 1 Select the Admin menu > Preferences > Practice. Procedures and Lists In this guide, procedures and lists are indicated by: Numbered text so that you can follow specific steps to complete a task. Bulleted text, which outline and list: Available options A series of items, events, topics, and general information Specific items on a window or dialog box Field Definitions Sometimes dialog boxes or windows are explained at a field-by-field level. In these instances, the information is presented in the following format: Field Field Name Description This column describes the information you enter in the field. It may also contain other pertinent data, such as how the field affects another part of the system. vi Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

7 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 C HAPTER 1 Getting Started The American Recovery and Reinvestment Act (ARRA) includes over $60B, designed to stimulate healthcare IT (HIT) adoption by the medical community over the next few years. Of the total money available, approximately $46B is dedicated to pay-forperformance through Medicare and Medicaid Incentives to doctors & hospitals for "Meaningful Use" of certified EHR applications. Meaningful Use of certified EHR technology: To take advantage of these incentives you must be able to demonstrate Meaningful Use of Healthcare IT. The EHR must be certified, and you need to use the EHR for: eprescribing Sharing clinical data with other certified EHR systems (interoperability) Reporting on specified clinical quality measures For the information on Meaningful Use, please see NextGen Meaningful Use Resources ( In This Chapter NextGen and Meaningful Use... 2 Meaningful Use Crystal Reports... 3 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 1

8 Chapter 1 Getting Started NextGen and Meaningful Use NextGen Healthcare is committed to educating its clients and providing the proper guidance, tools, and services to help them demonstrate Meaningful Use and earn stimulus incentive payments. With the NextGen suite of products, including NextGen EHR; with our electronic prescribing and Health Quality Measures modules; and with our extensive training and Physician Resource teams, we are well-armed and well-prepared to serve our clients in this endeavor. For requirements and specific steps that are necessary for you to take using NextGen products, please see Path to Meaningful Use ( 2 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

9 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Meaningful Use Crystal Reports NextGen Healthcare is committed to providing the proper guidance, tools, and services to help you demonstrate Meaningful Use and earn stimulus incentive payments. As part of this commitment, NextGen EHR has been enhanced with a series of Crystal Reports designed to enable you meet the Meaningful Use criteria. The following reports have been developed and are available: MU Summary Report by Provider: generates a summary of all Meaningful Use reports per provider. This report is only available when using NextGen KBM, Version or higher MU Orders Entered by Provider: provides the percentage of patients who have had a face-to-face encounter that have a documented active medication and have a medication prescription entered by the provider MU Patients with a Diagnosis: provides the percentage of patients who have had a face-to-face encounter and have received a diagnosis (code) or an indication the patient has no known problems MU ERX Non-Narcotic Prescriptions: provides the percentage of all non-narcotic (DEA Schedule 0) prescriptions within the last year that were submitted electronically MU Patients with Recorded Medication: provides the percentage of patients who have had a face-to-face encounter and have an active medication or No Medication indicator checked MU Patients with Recorded Allergies: provides the percentage of patients who have had a face-to-face encounter and have an active allergy or No Allergies indicator checked MU Patients with Recorded Demographics: provides the percentage of patients who have had a face-to-face encounter and have all of the following demographic information documented: Gender Date of Birth Preferred Language Race Ethnicity Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 3

10 Chapter 1 Getting Started MU Patients with Recorded Vital Signs: provides the percentage of patients over age 2 who have had a face-to-face encounter and have a documented measurement for height, weight and blood pressure MU Patients with Smoker Status: provides the percentage of patients who are 13 years of age or older and who have had a face-to-face encounter with Smoking Status documented MU PHR Request Completed in 72 Hours or Less: provides the percentage of patients who have requested an electronic copy of their Personal Health Record (PHR) and had the request completed within 72 hours MU Patient Clinical Summaries: provides the percentage of patients who have had a face-to-face encounter and received a clinical summary of the visit. MU Patients with Medication Reconciliation: provides the percentage of patients that have a documented transition of care or who have not been seen in one year that have a documented medication review/reconciliation. MU Summary of Care Records: provides a list of patients who have a transition of care and a summary of care record sent. MU Lab Order with Results: provides the percentage of patients who have had a faceto-face encounter and have lab results entered in their chart as structured date MU Patients Reminders: provides the percentage of patients who are 5 years of age or younger or 65 years and older who had reminders sent to them MU Patient Education Provided: provides the percentage of patients who have had a face-to-face encounter and have been given specific patient education 4 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

11 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 C HAPTER 2 Setting Up Meaningful Use Crystal Reports This chapter will cover the steps necessary to install and set up the Meaningful Use Crystal Reports. In This Chapter Requirements... 6 Availability of Meaningful Use Crystal Reports... 7 Steps to Set Up Meaningful Use Crystal Reports... 8 Verify Custom Report Path... 9 Copy Meaningful Use Reports Locally Setting Up Meaningful Use Crystal Reports Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 5

12 Chapter 2 Setting Up Meaningful Use Crystal Reports Requirements In order to use Meaningful Use Crystal Reports, you must have the following components installed and/or properly set up: NextGen EHR, Version 5.6 SP1 or higher NextGen System Administrator NextGen KBM Meaningful Use compliant version: NextGen KBM, Version or higher NextGen KBM, Version or higher NextGen KBM, Version or higher NextGen KBM, Version or higher Note: NextGen KBM, Version 7.9.x is the preferred solution, but minimum reporting requirements can be met with the indicated service packs to NextGen KBM, Versions 7.6, 7.7, or 7.8) BusinessObject Crystal Reports 6 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

13 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Availability of Meaningful Use Crystal Reports You are able to obtain all of Meaningful Use Crystal Reports by downloading the reports package from the Customer Resource Center (CRC) of the NextGen website. To set up Meaningful Use Crystal Reports from a downloaded package, access the directory containing the package, extract the report reports and follow the steps to set up Meaningful Use Crystal Reports (see "Steps to Set Up Meaningful Use Crystal Reports" on page 8) starting with Step 2. Caution: If necessary, any updates to the Meaningful Use Crystal Reports will be distributed through the download package from the CRC. You must make sure to have the latest available copy of the reports. If you download Meaningful Use Crystal Reports, extract from the package and follow the steps to set up Meaningful Use Crystal Reports starting with Step 2. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 7

14 Chapter 2 Setting Up Meaningful Use Crystal Reports Steps to Set up Meaningful Use Crystal Reports In order to be able to run the Meaningful Use Crystal Reports, you must be using NextGen EHR, Version 5.6 SP1. Prior to using the MU Crystal Reports, you must properly set these up. To set up Meaningful Use Crystal Reports: 1 Log on to NextGen System Administrator. 2 From the Main Menu bar, select View > Universal Preferences. 3 Select the Reports folder to view the existing report paths. 4 Check the location specified in the Custom Report Path Universal Preference. 5 Copy the Meaningful Use reports to the location specified in the Custom Report Path. 6 Set up each Meaningful Use Report in the NextGen EHR. 7 If necessary, set up NextGen Report Server. 8 Test the report. 9 Verify the reports generate correctly. 8 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

15 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Verify Custom Report Path Prior to using the Meaningful Use Reports, you must verify the Custom Report Path Universal Preference. To verify Custom Report Path Universal Preference: 1 Double-click on the NextGen Desktop shortcut, or click on the Windows Start button, go to the Programs selection, and then choose NextGen. NextGen Application Launcher displays. 2 Click System Administrator. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 9

16 Chapter 2 Setting Up Meaningful Use Crystal Reports The NextGen Logon dialog box displays. 3 Read the disclaimer information carefully and select the Enterprise and Practice to which you want to sign on. 4 You can sign on one of the following ways: Enter your user name and password. Enter a valid PIN number. 5 Click Logon. 10 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

17 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 The NextGen System Administrator main window displays. 6 From the Main Menu, select View > Universal Preferences. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 11

18 Chapter 2 Setting Up Meaningful Use Crystal Reports The Preferences window displays. 7 Select the Reports folder. 12 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

19 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 8 Verify the location specified in the Custom Report Path Preference. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 13

20 Chapter 2 Setting Up Meaningful Use Crystal Reports Copy Meaningful Use Reports Locally To copy the Meaningful Use Reports: 1 Locate the the Distributed Reports folder on the server. 2 Open the Crystal Reports sub-folder and then Meaningful Use sub-folder. 3 From the Main Menu, select Edit > Select All. 4 From the Main Menu, select Edit > Copy. 5 Locate your C:\NextGen directory and navigate to the directory specified in the Custom Reports Path Universal Preference. 6 From the Main Menu, select Edit > Paste. All of the copied report files are moved to the Custom Report directory. 14 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

21 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Setting Up Meaningful Use Crystal Reports In order to generate Meaningful Use Crystal Reports you are required to set up each report and assign it to a printer. To set up a Meaningful Use Crystal Report: 1 Double-click on the NextGen Desktop shortcut, or click on the Windows Start button, go to the Programs selection, and then choose NextGen. The NextGen Application Launcher displays. 2 Click EHR. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 15

22 Chapter 2 Setting Up Meaningful Use Crystal Reports The EHR Logon dialog box displays. 3 Read the disclaimer information carefully and select the Enterprise and Practice to which you want to logon. 4 You can sign on one of the following ways: Enter your user name and password. Enter a valid PIN number. 5 Click Logon. 16 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

23 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 The NextGen EHR displays. 6 From the Main Menu, select File > Reports > Crystal Reports... Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 17

24 Chapter 2 Setting Up Meaningful Use Crystal Reports The Report Dialog dialog box displays. 7 Click Report Setup button. The Report Setup Dialog dialog displays. 8 Select an MU report from Report File drop-down list. 18 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

25 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Note: Only reports already placed in the directory specified in the Custom Report Path (see "Verify Custom Report Path" on page 9) Universal Preference are displayed. 9 Select All Encounters for All Patients from Report Type drop-down list. Caution: Selecting any other value for the Report Type will prevent Meaningful Use Crystal Reports from being generated. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 19

26 Chapter 2 Setting Up Meaningful Use Crystal Reports 10 Select Location for your report. Only providers at the selected location are able to access this report. NextGen Healthcare recommends that you leave Location blank, in order to allow providers from all locations to access this report. 11 From the Printer drop-down list, select a printer (see "Printer Setup" on page 21) to print the selected report. 12 Enter a user-defined description for the selected report in the Description field. This description is displayed in the Report Dialog dialog. 13 Select System radio button. 14 If necessary, select Use Report Server check box. Note: To use this feature you must have NextGen Report Server properly set up (see "Report Server" on page 24). 15 Click Add to complete set up of the report. You have set up a Meaningful Use Crystal Report. Repeat all of the steps for each report you are going to use. Modifying Crystal Reports To modify an existing Meaningful Use Crystal Report: 1 Click Report Setup button from the Report Dialog dialog. The Report Setup Dialog dialog displays. 2 Select a report from the display window that you wish to modify. 3 Enter any pertinent modifications. 4 Click the Update button to save changes to the report. You have modified a Meaningful Use Crystal Reports. 20 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

27 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Printer Setup In order to generate a Meaningful Use Crystal Report you are required to set up each report and assign it to a printer. To set up a printer: 1 Click the Printer Setup button from the Report Setup Dialog dialog. The Printer Setup dialog displays. 2 Select a printer from Printer drop-down list. 3 Enter printer name in the Alias field. 4 Set up the printer properties: Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 21

28 Chapter 2 Setting Up Meaningful Use Crystal Reports Printer orientation is defaulted to Portrait, change to Landscape, if needed. Paper size is defaulted to Letter. Select a different size from the drop-down list if necessary. Select a Paper Source. Paper Source is defaulted to First Available Tray. Select Quality. The default is set to High. Select number of copies to be printed. The default is one copy per report. 5 Click the Add button. The printer you set up is listed in the available printers field. 6 Click Close to exit and save your changes. You have set up a printer to be selected for report setup. If you do not set up or select a printer, your report is printed on the default printer for the workstation you are on. Updating a Printer To update a printer: 1 Click the Printer Setup... button from the Report Setup Dialog dialog. The Printer Setup dialog displays. 22 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

29 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 2 Select a printer you wish to update. 3 Enter the pertinent modifications and click the Update button 4 Click Close to exit and save your changes. Deleting a Printer To delete a printer: 1 Click the Printer Setup... button from the Report Setup Dialog dialog. The Printer Setup dialog displays. 2 Select a printer you wish to delete. 3 Click the Delete button. A NextGen warning dialog displays. 4 Click Yes to delete the selected printer. 5 Click Close to exit and save your changes. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 23

30 Chapter 2 Setting Up Meaningful Use Crystal Reports Report Server The NextGen Report Server relieves your NextGen 5.x database server from the processing burden associated with generating NextGen EPM and NextGen EHR reports. Report Server Installation To use the Report Server, you must replicate your database on a regular basis. The Report Server then uses the replicated database to generate reports. Database replication must occur regularly whenever an upgrade or version has been applied. If you are licensed for NextGen EPM or NextGen EHR, the Report Server client installs automatically when the NextGen applications are installed. You can run the client from the NextGen workstation, but the duplicate database used with the NextGen Report Server should be set up on a separate machine. This duplicate database should be configured by your NextGen installer. The ngconfig.ini file must have the following information: [DATA SOURCES] Source1=(production database name) ReportSource1=(replicated database name) [REPORT_SERVER] DSN=(replicated database name) ReportServerSite=True The specifications required for the duplicate database system depend on the size of your NextGen database. Because Report Server only generates and prints reports, the duplicate database computer does not require the same capabilities as the computer housing the primary NextGen database. The Report Server workstation does experience some performance degradation due to the amount of data required to generate the reports; running other software applications on the workstation worsens the performance even further. Replicating Your Database Your replicated database must be current to the original database so that the reports can be accurate. Once the Report Server is installed, configure your backup process to place a duplicated database on the Report Server's duplicate database system on a regular (nightly) basis. This process saves you from having to do it every night. When you log onto the Report Server, two database connections are established - one to the Report Server and one to the NextGen main database. Memorized reports created or modified in the Report Server are saved to the main database. The Report Server can then recall the memorized reports at any time because they are retrieved from the main database. 24 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

31 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 C HAPTER 3 Using Meaningful Use Reports The following Chapter will cover steps needed to run the Meaningful Use Crystal Reports. In This Chapter Running the Reports Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 25

32 Chapter 3 Using Meaningful Use Reports Running the Reports Once you have completed the setup, you are able to run the Meaningful Use Reports. To run the reports: 1 Double-click on the NextGen Desktop shortcut, or click on the Windows Start button, go to the Programs selection, and then choose NextGen. The NextGen Application Launcher displays. 2 Click EHR. 26 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

33 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 The EHR Logon dialog box displays. 3 Read the disclaimer information carefully and select the Enterprise and Practice to which you want to logon. 4 You can sign on one of the following ways: Enter your user name and password. Enter a valid PIN number. 5 Click Logon. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 27

34 Chapter 3 Using Meaningful Use Reports The NextGen EHR displays. 6 From the Main Menu, select File > Reports > Crystal Reports Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

35 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 The Report Dialog dialog displays. 7 Select the All Encounters for All Patients report type and click the expand icon to display all of the available reports. 8 Select the specific report you wish to generate. The details of the report are displayed on the bottom of the Report Dialog dialog. 9 Click the Preview button. Note: To print and/or fax the selected report without previewing it first, click Print or Fax button. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 29

36 Chapter 3 Using Meaningful Use Reports The Enter Values dialog displays. Note: The Enter Values dialog may vary based on the specific report you have selected. 10 Enter all pertinent values. 11 Click OK. 12 The selected report is generated and displayed. You are able to print and/or export the generated report. 30 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

37 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 C HAPTER 4 MU Report Details The following Chapter will cover details of each Meaningful Use Crystal Report. In This Chapter Qualifying Office Visits MU Orders Entered by Provider MU Patients with a Diagnosis MU ERX Non-Narcotic Prescriptions MU Patients with Recorded Medication MU Patients with Recorded Allergies MU Patients with Recorded Demographics MU Patients with Recorded Vital Signs MU Patients with Smoker Status MU PHR Request Completed in 72 Hours or Less MU Patient with Clinical Summaries MU Summary of Care Records MU Lab Order with Results MU Patients Reminders MU Patient Education Provided MU Patients with Medication Reconciliation MU Timely Access MU Summary Report by Provider Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 31

38 Chapter 4 MU Report Details Qualifying Office Visits Several of the Meaningful Use Crystal Reports use either a unique patient or office visit for the denominator. The reports reference a list of visit codes to determine if the patient is a unique patient, or if the patient was seen in the office. The codes are stored on the system template ngkbm_custom_dbpicklists,which enables you to modify the codes being referenced. A unique patient is one that has been seen in the past 3 years and has another unique visit during the reporting period. The purpose of identifying a unique patient is to ensure that their records are maintained by the electronic health record. Procedure Codes to Identify Unique Patients A unique patient is identified by having one of the following codes in the past 3 years and then another unique visit code during the reporting period: 90801, 90802, 90804, 90805, 90806, 90807, 90808, 90809, 90810, 90811, 90812, 90813, 90814, 90815, 97001, 97003, 97802, 97803, 98960, 98961, 98962, 99201, 99202, 99203, 99204, 99205, 99211, 99212, 99213, 99214, 99215, 99217, 99218, 99219, 99220, 99241, 99242, 99243, 99244, 99245, 99304, 99305, 99306, 99307, 99308, 99309, 99310, 99324, 99325, 99326, 99327, 99328, 99334, 99335, 99336, 99337, 99341, 99342, 99343, 99344, 99345, 99347, 99348, 99349, 99350, 99381, 99382, 99383, 99384, 99385, 99386, 99387, 99391, 99392, 99393, 99394, 99395, 99396, 99397, 99401, 99402, 99403, 99404, 99408, 99409, 99411, 99412, 99455, 99456, 59425, 59426, 92002, 92004, 92012, 92014, 99024, 90862, 90857, 99318, 99221, 99222, 99223, 99231, 99232, 99233, 99234, 99235, 99236, 99251, 99252, 99253, 99254, 99255, 99281, 99282, 99291, 99292, 99363, 99364, 99460, 99461, 99462, 99463, 99464, 99477, 99478, 99479, An office visit is identified using one of the codes listed below: 90801, 90802, 90804, 90805, 90806, 90807, 90808, 90809, 90810, 90811, 90812, 90813, 90814, 90815, 97001, 97003, 97802, 97803, 98960, 98961, 98962, 99201, 99202, 99203, 99204, 99205, 99211, 99212, 99213, 99214, 99215, 99241, 99242, 99243, 99244, 99245, 99341, 99342, 99343, 99344, 99345, 99347, 99348, 99349, 99350, 99381, 99382, 99383, 99384, 99385, 99386, 99387, 99391, 99392, 99393, 99394, 99395, 99396, 99397, 99401, 99402, 99403, 99404, 99408, 99409, 99411, 99412, 99455, 99456, 59425, 59426, 92002, 92004, 92012, 92014, 99024, 90862, Modifying List of Procedure Codes You can modify (add or delete) the list of Procedure Codes being referenced. 32 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

39 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 To modify the list of Procedure Codes: 1 In NextGen EHR, select File > System / Practice Template. Select Template dialog box displays. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 33

40 Chapter 4 MU Report Details 2 If necessary, select All radio button. 3 Select Ngkbm Custom Dbpicklists. 4 Click OK. Custom DBPicklists template displays. 5 Locate and highlight Visit Codes on the Step 1 grid. 34 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

41 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 All visit codes are displayed in the Step 2 grid. 6 To delete a value, simply highlight the row to be deleted on the Step 2 grid and click on the Del button. 7 To add a value, click on the Add New List Item active text. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 35

42 Chapter 4 MU Report Details Ngkbm Get Dbpicklist Names popup displays. 8 Select Visit Codes. 9 Click OK. 10 Enter Office Visit or Unique in the Qualifier 1 field. Unique adds the code to the unique patient denominator and office visit adds the code to be counted towards an office visit denominator. 36 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

43 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 11 When complete click Add button to add the value. Note: When adding a value it is important to enter Unique or Office Visit exactly as displayed/previously entered on the grid. 12 Click Save and Close. Meaningful Use Crystal Report references the Procedures Module to search for either a unique visit code or an office visit code for reports requiring this in the denominator, and then the crystal report references this table to determine if the code is a unique or an office visit code. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 37

44 Chapter 4 MU Report Details MU Orders Entered by Provider Requirement More than 30% of unique patients with at least one active medication in their medication list seen by the provider have at least one medication ordered using CPOE (computerized physician order entry). NextGen Analysis This report is looking for a unique patient that has at least one active medication in the Medications Module for the Denominator that has been printed, faxed or eprescribed. The Numerator is looking for at least one medication that was entered/ordered by the provider (not including DME, prescribed elsewhere). The fields referenced are for Medications Module and Procedures Module (cross reference to unique patient codes). Suggested Workflow Ensure the patient has a medication prescribed in the Medications Module. The medication can be prescribed directly into the module or via templates in the NextGen KBM. Medications Module with one medication (to meet Denominator along with unique patient status): 38 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

45 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Second medication ordered (this patient would meet Numerator requirements): Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 39

46 Chapter 4 MU Report Details MU Patients with a Diagnosis Requirement More than 80% of all unique patients will have at least one entry (diagnosis) or an indication that no problems are known for the patient, recorded as structured data. NextGen Analysis This report is looking for a unique patient for the Denominator. The Numerator is looking at the Diagnosis Module for at least one diagnosis, or an indication that the patient has no known problems. The Diagnosis module has a new check box to capture patient has no known problems (patient_.no_active_problems). The fields referenced are in Diagnosis Module and Procedures Module (cross reference to unique patient codes). Suggested Workflow Ensure the patient has a diagnosis recorded in the Diagnosis Module. The diagnosis can be entered directly into the module or via templates in the NextGen KBM. If the patient has no known problems ensure the No Known Diagnoses check box is selected in the Diagnosis Module. Diagnosis Module with "No Known Diagnoses" indicator (this patient would meet Numerator requirements): 40 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

47 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Diagnosis Module with one active diagnosis (this patient would meet Numerator requirements): Diagnosis Module with one resolved diagnosis and "No known diagnoses" selected (this patient would meet Numerator requirements): Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 41

48 Chapter 4 MU Report Details MU ERX Non-Narcotic Prescriptions Requirement More than 40% of all permissible prescriptions written by the provider are transmitted electronically using the EHR. NextGen Analysis This report is referencing Medications Module for all prescriptions written (not OTC, not DME, not narcotic, not prescribed elsewhere) for the Denominator. The Numerator is referencing prescription_audit_operation_type to determine percentage of prescriptions that were e-prescribed. Suggested Workflow The report looks at the total of eligible prescriptions written and the percentage that were e-prescribed. Medications Module with a medication dispensed electronically: 42 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

49 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 MU Patients with Recorded Medication Requirement More than 80% of all unique patients have at least one entry (medication) or an indication that patient is not currently taking any medications, recorded as structured data. NextGen Analysis This report is querying all unique patients for the Denominator. The Numerator is querying if at least one medication is entered, or if the No active medications check box in the Medications Module (patient_.no_active_medications_ind) is selected or the No medications (master_im_chk_nomed field) check box is selected (shared to multiple templates in the NextGen KBM). For users of Ophthalmology KBM the fields eyemasterhx_.no_ocular_meds and eyemaster_hx_.no_systemic_meds are referenced. Suggested Workflow Ensure the patient has at least one active medication recorded in the Medications Module or if the patient is not actively taking any medications ensure the No active medications check box is selected in the module, an alternative to document no active medications is by selecting the master_im_.chk_nomed check box available on multiple templates throughout the NextGen KBM or selecting the No Ocular Medications or No Systemic Medications within the Ophthalmology KBM. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 43

50 Chapter 4 MU Report Details Medications Module displaying at least one active medication (this patient would qualify for the Numerator): 44 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

51 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Medications Module with no active medications and "No Active Medication" check box selected (this patient would qualify for the Numerator): Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 45

52 Chapter 4 MU Report Details Ng_intake_ov (Intake - OV) template with "No medications" (master_im_chk_nomeds) check box selected (this patient would qualify for the Numerator): EyeMasterHx (History - OPH) template with "No active ocular meds" OR "No systemic meds at this time" check box selected (this patient would qualify for the Numerator): 46 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

53 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 MU Patients with Recorded Allergies Requirement More than 80% of all unique patients seen have at least one allergy recorded or an indication that the patient has no allergies recorded as structured data. NextGen Analysis For the Denominator the report queries all unique patients. The Numerator queries the Allergies Module to see if at least one allergy is recorded or the No unresolved allergies check box is selected in the module (patient_.no_unresolved_allergies_ind), or the No known allergies check box (master_im_chk_noallergies) is selected (shared to multiple templates in the NextGen KBM). Suggested Workflow Ensure that patients have either an entry in the Allergies Module or select the No unresolved allergies check box in the module. Within the NextGen KBM no allergies can also be indicated by selecting the master_im_.chk_noallergies check box available on multiple templates. Allergies Module with no active allergies AND "No unresolved allergies" check box selected (this patient qualifies for the Numerator: Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 47

54 Chapter 4 MU Report Details Allergies Module with one active allergy recorded (this patient qualifies for the Numerator): Ng_ov_intake (Intake - OV) with "No known allergies" (master_im_chk_noallergies) check box selected (this patient qualifies for the Numerator): 48 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

55 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 49

56 Chapter 4 MU Report Details MU Patients with Recorded Demographics Requirement More than 50% of unique patients seen have demographics recorded as structured data (gender, race, preferred language, date of birth, and ethnicity). NextGen Analysis The Denominator queries all unique patients. The Numerator captures the following fields being populated: Person.race Person.language Person.date_of_birth Person.ethnicity Person.sex Suggested Workflow When a patient is entered into NextGen EHR, ensure that race, language, date of birth, ethnicity and gender are recorded. An alternative within the NextGen KBM is to navigate to the patient template and record the required elements. Patient information with date of birth, gender, race, language, and ethnicity all recorded (this patient qualifies for the Numerator): 50 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

57 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Note: Based on your settings for Client Defined fields in the Enterprise Preferences in the File Maintenance, Race and Ethnicity fields could be displayed either on the Demographics tab or the UDS tab. Patient template with date of birth, gender, race, ethnicity, language, and ethnicity all recorded (this patient qualifies for the Numerator): Note: The above fields on the patient template are shared from the person table. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 51

58 Chapter 4 MU Report Details MU Patients with Recorded Vital Signs Requirement More than 50% of unique patients (over the age of 2 on date of encounter) have weight, height, and blood pressure recorded as structured data. NextGen Analysis The denominator queries for all unique patients over the age of 2 on date of encounter. The numerator references the following fields (height, weight and BP must be recorded in order to meet measure): Vital_signs_weight or Vital_signs_weight_kg or Vital_signs_weight_oz or Vital_signs_weight_lb AND Vital_signs_height or Vital_signs_height_cm or Vital_signs_height_in or Vital_signs_height_m or Vital_signs_height_ft AND Vital_signs_bp or Vital_signs_systolic and Vital_signs_diastolic Suggested Workflow For patients over the age of 2 years on the date of encounter enter a blood pressure, weight and height. All specialties have access to vital signs entry templates. 52 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

59 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Vital signs adult with height, weight, and BP recorded (this patient qualifies for the Numerator): Vital Signs - OPH with height, weight and BP recorded. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 53

60 Chapter 4 MU Report Details Cardiology Vital Signs with height, weight and BP recorded (Click Add/Update button to add vitals to grid). 54 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

61 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 MU Patients with Smoker Status Requirement More than 50% of all unique patients aged 13 or over have smoking status recorded as structured data. NextGen Analysis The denominator queries all unique patients aged 13 yrs and over. The numerator references the following fields: Social_hx_.opt_smoke_stat with a value of 2, 3, 4, 5, 6, or 7 and social_hx_.smoke_status (holds concatenated smoker status) Suggested Workflow To display the required fields to document smoking status, make sure that the Meaningful Use configuration setting is enabled on ngkbm_config Practice template. If the patient is 13 years or older, smoking status must be documented to include the patient in the Numerator. Multiple templates throughout the NextGen KBM provide access to the tobacco use pop up. Launch the pop up and document one of the required smoking status for the patient: Current every day smoker, Current some day smoker, Smoker, current status unknown, Never smoker, Former smoker, Unknown if ever smoked. Documenting "tobacco use" does not qualify for this measure for example the patient could be a former chewing tobacco user, but a specific smoking status must be documented. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 55

62 Chapter 4 MU Report Details Tobacco Use (soc_hx_tob_use) pop up with "Smoker Status" fields for Meaningful Use: Smoking status concatenated value 56 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

63 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 MU PHR Request Completed in 72 Hours or Less Requirement More than 50% of patients who request an electronic copy of health information are provided it within 3 business days. NextGen Analysis The Denominator references the following fields: Phi_log_popup_txt_provider_id (to attach to the correct provider) AND Phi_log_popup_who_requested (value of patient, father, mother or guardian) AND Phi_log_popup_disclosuredate (to capture date requested) AND Phi_log_popup_opt_records_requested (Electronic value) The Numerator references the following fields: Phi_log_popup_date_processed (to capture and calculate 3 business days) AND Phi_log_popup_opt_records_provided (Electronic value) AND Phi_log_popup_approve_deny (value of approved) Suggested Workflow 1 Navigate to the PHI_Log template. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 57

64 Chapter 4 MU Report Details 2 Right-click on the grid and select Add New. 3 Enter the date records requested, who requested the records and if the records were requested to be provided electronically (if records were requested to be provided via paper the patient does not qualify for the Denominator). 4 Enter the date the request was processed (must fall within the 72 hour parameter), document the request was approved and for reporting purposes document the provider that approved the request. 58 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

65 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 59

66 Chapter 4 MU Report Details MU Patient with Clinical Summaries Requirement Provide clinical summaries for more than 50% of all office visits within 3 business days. NextGen Analysis The Denominator uses the Procedure Codes (see "Qualifying Office Visits" on page 32) as a cross reference to the Procedures Module. The Numerator references the following: Patient plan.ngn OR CARD_docpatientTicket.ngn generated OR Plan.ngn generated (available in NextGen (KBM, Version 8.0 and higher ONLY) OR CCD generated Suggested Workflow When a patient is seen by the provider at the end of the visit generate Patient Plan.ngn for all specialties except Cardiology and present the patient plan document to the patient. For Cardiology specialty generate the CARD_docpatientticket.ngn and present document to the patient. An alternative is to generate the CCD document and present the CCD document to the patient. 60 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

67 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 MU Summary of Care Records Requirement The provider who transitions or refers patient to another care setting or provider will provide a summary of care record for more than 50% of transitions in care. NextGen Analysis The denominator references the following fields: Phi_log_popup_chk_transition_of_care (check box selected) Phi_log_popup_txt_provider_id (to attach correct provider) Phi_log_popup_.disclosuredate (to determine if request is within reporting period, if this field is null the report will reference the date stamp on the template) For the numerator the report is referencing: Phi_log_popup_chk_summary_care_record_sent (check box selected) Phi_log_popup_.approve_deny (value of approved) Phi_log_popup_.txt_date_processed (to determine date is within reporting period, if field is null the report will reference the date stamp on the template) Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 61

68 Chapter 4 MU Report Details Suggested Workflow When a patient is transitioned to another setting for care (specialist, emergency room, etc) navigate to the PHI_Log template, right-click on the grid and select Add New. Enter the date requested and who made the request, ensure that Transition of care check box is selected AND Summary care record sent to include patient in the Numerator and Denominator. For reporting purposes ensure the provider name is entered, the disclosure was approved and the date requested and date processed are populated. 62 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

69 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 MU Lab Order with Results Requirement More than 40% of all clinical lab test results ordered by provider or authorized provider whose results are incorporated as structured data. NextGen Analysis The Denominator queries the Orders Module (lab_tests_mstr_ng_labtest) for orders that are NOT radiology orders AND the test is not cancelled (lab_nor.delete_ind). The Numerator captures if result is entered (lab_results_obx.observ_value). Suggested Workflow Enter results for lab tests in the Orders Module and ensure results are either positive/negative, or in a numerical format. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 63

70 Chapter 4 MU Report Details MU Patients Reminders Requirement More than 20% of all patients aged 65 years and older OR 5 years and younger were sent an appropriate reminder. NextGen Analysis The Denominator queries for at least 2 unique patient codes during the past 3 years AND patient not expired AND person.date_of_birth (to determine if patient 65 or over OR 5 years and younger) AND not discharged from the practice (alerts_mrp_chk_discharged). The Numerator queries for a reminder that was sent by preferred method during the reporting period: Patient_reminders_hx_opt_contact_method AND Patient_reminders_hx_reminder_type AND Patient_reminders_hx_txt_date_sent Suggested Workflow If a reminder is sent or given to a patient that is 65 years and older or 5 years and younger navigate to the Patient template. Ensure that preferred contact method is populated. Enter the reminder type (appt reminder, lab reminder, etc), select the contact method (preferred contact method includes patient in the Numerator), then click the Add button. Reminder section on Patient template. To meet the Numerator criteria, must have Type populated, contact method set as Preferred and Date Sent (within reporting period), make sure to click Add button to add to the grid. 64 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

71 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 MU Patient Education Provided Requirement More than 10% of all patients who have had a face-to-face encounter within the reporting period received specific patient education information. More than 10% of all unique patients are provided specific patient education. There are three different Crystal Reports available, one for NextGen KBM, Version 7.6.x, one for NextGen KBM, Versions 7.7.x and 7.8.x and third for NextGen KBM, Version 7.9.x. When documents are generated the encounter date and not the date the document was generated is being queried. NextGen Analysis The Denominator is querying for a unique patient with a visit during the reporting period. The Numerator for the NextGen KBM, Version 7.9. report is looking at: Order_actclass "EDU" OR Order_actclass "INSTRUCT" OR Ophthalmology education documented OR Any of the following documents generated: a) Card_docPIAbdomAoDuplex.ngn b) CARD_docPIAdenosineMPI.ngn c) CARD_docPITreadmill.ngn d) CARD_docPIStressEcho.ngn e) CARD_docPIDobutamineEcho.ngn f) CARD_docPITreadmillMPI.ngn g) CARD_docPIPersantineMPI.ngn h) CARD_docPIEcho.ngn i) CARD_docPIMUGA.ngn j) CARD_docPIEventRecorder.ngn k) CARD_docPIHolterMonitor.ngn l) CARD_docPIABI.ngn m) CARD_docPIABIwithSegmentalPressures.ngn n) CARD_docPIArterialDuplex.ngn o) CARD_docPICarotidDuplex.ngn p) CARD_docPIRenalDuplex.ngn q) CARD_docPIVenousDuplex.ngn r) CARD_doc_PIFemerolDuplex.ngn s) CARD_docPICardiacCath.ngn Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 65

72 Chapter 4 MU Report Details t) CARD_docPIPeripheralProcedure.ngn u) CARD_docPICardioversion.ngn v) CARD_docPIEPS.ngn w) CARD_docPITiltTable.ngn x) CARD_docPIPacemakerImplant.ngn y) CARD_docPIICDInsertion.ngn z) CARD_docPIAngioplastyStent.ngn aa) CARD_PatientEducation.rpt OR CARD_CHFEducationStatus_education date equal encounter date AND CARD_CHFEducationStatus_education is not null Ord_custom_plan with education section indicated: 66 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

73 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Oph_plan_details with education section indicated: Card_order_plan with Card Counseling pop up displayed: Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 67

74 Chapter 4 MU Report Details Card_CHF with education documented: Education template which generates multiple cardiology education documents (available in NextGen KBM, Version 7.6.x through 7.9.x): The Numerator for the NextGen KBM, Version 7.6.x report is looking at: Order_.actclass "EDU" or "Instruct" OR 68 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

75 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Eyeplancataract1_plan23 (value of "1") Eyeplancataract2_plan23 (value of "1") Eyeplancataract3_plan23 (value of "1") Eyeplancataract4_plan23 (value of "1") Eyeplanglaucoma1_plan24 (value of "1") Eyeplanglaucoma2_plan24 (value of "1") Eyeplanglaucoma3_plan24 (value of "1") Eyeplanglaucoma4_plan24 (value of "1") Eyeplanpopup1_plan20 (value of "1") Eyeplanpopup1_plan37 (value of "1") Eyeplanpopup1_plan43 (value of "1") Eyeplanpopup2_plan20 (value of "1") Eyeplanpopup2_plan37 (value of "1") Eyeplanpopup2_plan43 (value of "1") Eyeplanpopup3_plan20 (value of "1") Eyeplanpopup3_plan37 (value of "1") Eyeplanpopup3_plan43 (value of "1") Eyeplanpopup4_plan20 (value of "1") Eyeplanpopup4_plan37 (value of "1") Eyeplanpopup4_plan43 (value of "1") Eyeplanposterior1_plan32 (value of "1") Eyeplanposterior1_plan33 (value of "1") Eyeplanposterior1_plan34 (value of "1") Eyeplanposterior1_plan35 (value of "1") Eyeplanposterior2_plan32 (value of "1") Eyeplanposterior2_plan33 (value of "1") Eyeplanposterior2_plan34 (value of "1") Eyeplanposterior2_plan35 (value of "1") Eyeplanposterior3_plan32 (value of "1") Eyeplanposterior3_plan33 (value of "1") Eyeplanposterior3_plan34 (value of "1") Eyeplanposterior3_plan35 (value of "1") Eyeplanposterior4_plan32 (value of "1") Eyeplanposterior4_plan33 (value of "1") Eyeplanposterior4_plan34 (value of "1") Eyeplanposterior4_plan35 (value of "1") OR Any of the following documents generated: a) Card_docPIAbdomAoDuplex.ngn b) CARD_docPIAdenosineMPI.ngn c) CARD_docPITreadmill.ngn d) CARD_docPIStressEcho.ngn Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 69

76 Chapter 4 MU Report Details e) CARD_docPIDobutamineEcho.ngn f) CARD_docPITreadmillMPI.ngn g) CARD_docPIPersantineMPI.ngn h) CARD_docPIEcho.ngn i) CARD_docPIMUGA.ngn j) CARD_docPIEventRecorder.ngn k) CARD_docPIHolterMonitor.ngn l) CARD_docPIABI.ngn m) CARD_docPIABIwithSegmentalPressures.ngn n) CARD_docPIArterialDuplex.ngn o) CARD_docPICarotidDuplex.ngn p) CARD_docPIRenalDuplex.ngn q) CARD_docPIVenousDuplex.ngn r) CARD_doc_PIFemerolDuplex.ngn s) CARD_docPICardiacCath.ngn t) CARD_docPIPeripheralProcedure.ngn u) CARD_docPICardioversion.ngn v) CARD_docPIEPS.ngn w) CARD_docPITiltTable.ngn x) CARD_docPIPacemakerImplant.ngn y) CARD_docPIICDInsertion.ngn z) CARD_docPIAngioplastyStent.ngn aa) CARD_PatientEducation.rpt 70 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

77 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Eyeplanposterior with patient education indicated (available in NextGen KBM, Versions 7.6.x through 7.8.x): Ord_adult_plan with items that would indicate education: Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 71

78 Chapter 4 MU Report Details The Numerator for the NextGen KBM, Versions 7..7.x and 7.8.x report is looking at: Order_.actclass "EDU" or "Instruct" OR Eyeplancataract1_plan23 (value of "1") Eyeplancataract2_plan23 (value of "1") Eyeplancataract3_plan23 (value of "1") Eyeplancataract4_plan23 (value of "1") Eyeplanglaucoma1_plan24 (value of "1") Eyeplanglaucoma2_plan24 (value of "1") Eyeplanglaucoma3_plan24 (value of "1") Eyeplanglaucoma4_plan24 (value of "1") Eyeplanpopup1_plan20 (value of "1") Eyeplanpopup1_plan37 (value of "1") Eyeplanpopup1_plan43 (value of "1") Eyeplanpopup2_plan20 (value of "1") Eyeplanpopup2_plan37 (value of "1") Eyeplanpopup2_plan43 (value of "1") Eyeplanpopup3_plan20 (value of "1") Eyeplanpopup3_plan37 (value of "1") Eyeplanpopup3_plan43 (value of "1") Eyeplanpopup4_plan20 (value of "1") Eyeplanpopup4_plan37 (value of "1") Eyeplanpopup4_plan43 (value of "1") Eyeplanposterior1_plan32 (value of "1") Eyeplanposterior1_plan33 (value of "1") Eyeplanposterior1_plan34 (value of "1") Eyeplanposterior1_plan35 (value of "1") Eyeplanposterior2_plan32 (value of "1") Eyeplanposterior2_plan33 (value of "1") Eyeplanposterior2_plan34 (value of "1") Eyeplanposterior2_plan35 (value of "1") Eyeplanposterior3_plan32 (value of "1") Eyeplanposterior3_plan33 (value of "1") Eyeplanposterior3_plan34 (value of "1") Eyeplanposterior3_plan35 (value of "1") Eyeplanposterior4_plan32 (value of "1") Eyeplanposterior4_plan33 (value of "1") Eyeplanposterior4_plan34 (value of "1") Eyeplanposterior4_plan35 (value of "1") OR Any of the following documents generated: a) Card_docPIAbdomAoDuplex.ngn b) CARD_docPIAdenosineMPI.ngn 72 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

79 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 c) CARD_docPITreadmill.ngn d) CARD_docPIStressEcho.ngn e) CARD_docPIDobutamineEcho.ngn f) CARD_docPITreadmillMPI.ngn g) CARD_docPIPersantineMPI.ngn h) CARD_docPIEcho.ngn i) CARD_docPIMUGA.ngn j) CARD_docPIEventRecorder.ngn k) CARD_docPIHolterMonitor.ngn l) CARD_docPIABI.ngn m) CARD_docPIABIwithSegmentalPressures.ngn n) CARD_docPIArterialDuplex.ngn o) CARD_docPICarotidDuplex.ngn p) CARD_docPIRenalDuplex.ngn q) CARD_docPIVenousDuplex.ngn r) CARD_doc_PIFemerolDuplex.ngn s) CARD_docPICardiacCath.ngn t) CARD_docPIPeripheralProcedure.ngn u) CARD_docPICardioversion.ngn v) CARD_docPIEPS.ngn w) CARD_docPITiltTable.ngn x) CARD_docPIPacemakerImplant.ngn y) CARD_docPIICDInsertion.ngn z) CARD_docPIAngioplastyStent.ngn aa) CARD_PatientEducation.rpt OR bb) CARD_CHFEducationStatus_education date equal encounter date AND CARD_CHFEducationStatus_education is not null Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 73

80 Chapter 4 MU Report Details Eyeplanglaucoma with education indicated: Ord_treatment_ plan with Education/Instruction section indicated: 74 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

81 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Suggested Workflow For cardiology: to document patient education provided, access the card_education template and generate the appropriate education documents, or access Card_chf template and document the appropriate education, or document counseling/education provided on the card_order_plan template. Other core specialties: to document education provided, access ord_custom_plan or any of the specialty specific plans (ord_ort_ue_plan, ord_ort_hand_plan, etc) and place orders for education/instruction. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 75

82 Chapter 4 MU Report Details MU Patients with Medication Reconciliation Requirement Perform medication reconciliation for more than 50% of transitions of care in which the patient is transitioned into the care of the provider. Caution: There is a Crystal Report for NextGen KBM, Version 7.6.x through 7.8.x and a different Crystal Report for NextGen KBM, Version 7.9.x to accommodate the additional field that was added in the NextGen KBM, Version 7.9.x on the med rec pop up. NextGen Analysis The Denominator is querying for a patient that has had a face to face encounter during the reporting period that has not been seen in at least one year, or has had a transition in care documented using Interim History pop up (in addition, NextGen KBM, Version or higher, has an additional field to document transition of care on the medication reconciliation pop up). The numerator is querying for either a medication reconciliation completed (master_im_.chk_medreviewed) OR eyemasterhx_.no_systemic_meds AND eyemasterhx_.no_ocular_meds OR No Active Medications check box in the Medications Module). Suggested Workflow (NextGen KBM, Version 7.6.x through 7.8.x) When a patient has not been seen in over one year, or the patient has a transition of care (documented on the Interim History pop up) such as a hospitalization, respite care, etc., perform medication reconciliation and ensure master_im_.chk_medreviewed check box is selected. If patient is not taking any active medications document using the master_im_.chk_nomed check box or master_im_chk_nomed or No Active Medications check box in the Medications Module. Suggested Workflow (NextGen KBM, Version 7.9.x) When a patient has not been seen in over one year, or the patient has a transition of care (documented on the Interim History pop up) or a transition of care documented on the medication reconciliation pop up perform medication reconciliation. When reconciliation is completed with at least one medication verified the master_im_.chk_medreviewed check box is selected. If patient is not taking any active medications document using the master_im_.chk_nomed check box or No Active Medications check box in the Medications Module. 76 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

83 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 Interim History with documented encounter of hospitalization (Report captures this field): Medication reconciliation (NextGen KBM, Version or higher): If medication is verified the master_im_.chk_medreviewed is auto selected. Completed for transition of care check box is available in NextGen KBM, Version and above in addition to using the Interim History pop up. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 77

84 Chapter 4 MU Report Details GI_home template displaying the master_im_.chk_medreviewed check box: 78 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

85 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 MU Timely Access Requirement The Denominator is querying for a unique patient seen during the reporting period (each encounter). The Numerator is querying the encounter date and verifying a document upload or CCD upload to NextMD (Patient Portal) for the encounter and for lab results signed off on in the PAQ (uploads are within 4 days excluding weekends). This report requires you to set up the ngkbm_custom_dbpicklists system template to include documents for lab results. This set up enables you to determine which documents include lab results. When a lab result is accepted/signed off in the PAQ, a document that is listed in this table or a CCD document should be uploaded to NextMD (Patient Portal) within 4 days of the result being accepted. Note: A SQL script is available to populate the ngkbm_custom_dbpicklists system template with the documents LabResults and LabResults_All. To set up for Custom DB PIcklists System Template: 1 In NextGen EHR, select File > System / Practice Template. Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 79

86 Chapter 4 MU Report Details Select Template dialog box displays. 2 Select All radio button. 3 Select the ngkbm_custom_dbpicklists system template. The Custom DBPicklist system template displays. 4 In the Step 1 section of the ngkbm_custom_dbpicklists system template enter MU Lab Documents into the DBPIcklist Name field. 5 Click the Add button. Caution: You must enter information exactly as shown. Once added, locate the MU Lab Documents Dbpicklist and highlight the row in the grid. 6 Scroll down to the Step 2 section and click the Add New List Item active text. 80 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.

87 Error! Unknown document property name. NextGen Meaningful Use Crystal Reports Guide Version 5.6 SP1 The Ngkbm Get Dbpicklist Names popup displays. 7 Locate and select MU Lab Documents. 8 Click OK. 9 Enter in the document display name (the name of the document that is displayed in the NextGen EHR History Toolbar) in both Qualifier 1 and List Item fields. 10 Click the Add button. 11 Repeat Steps 9 and 10 for all applicable documents. Suggested Workflow - Office Visit When a patient is seen for an office visit and the patient is enrolled in NextMD, upload the document (any master document or CCD) to NextMD (Patient Portal). Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute. 81

88 Chapter 4 MU Report Details Right-click on a document in the History Toolbar and select to sent the document to NextMD: Suggested Workflow Lab Results When a lab result is accepted/signed off in the PAQ and the patient is enrolled in NextMD (Patient Portal), upload a lab result document for the result encounter to NextMD (Patient Portal). The document that is uploaded needs to match the document that is listed on the ngkbm_custom_dbpicklists system template. Note: Patient must be enrolled with NextMD (Patient Portal). attachments are not calculated by the report and therefore do no count toward the 10% requirement. 82 Confidential Proprietary Information For Use By Authorized NextGen Healthcare Clients Only. Do Not Distribute.