Meaningful Use for Eligible Providers. Session Four: ARRA Meaningful Use Reporting, Registration, and Attestation

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1 Meaningful Use for Eligible Providers Session Four: ARRA Meaningful Use Reporting, Registration, and Attestation

2 Session Revisions April 21, 2011 Slide 10: Updated to reflect clarification on number of Menu Set Items when a public health item is excluded Slides 23-26: Added Attestation Worksheet Instructions Slides 27-34: Added Attestation website screen shots Slide 35: Added CMS Attestation Resource list Slide 36: Medicare Attestation Date updated

3 How to Navigate This Session Articulate offers many features that may assist with using recorded training. Please check out these features as you move through the session. The function buttons at the bottom allow a viewer to adjust volume, and play or pause each slide. The far right function button allows a viewer to remove the left side menu or expand the viewing area. And you can view a particular slide again just by selecting it from the list on the left. When you stop viewing and return to the same session you will be asked if you want to resume where you left off? Just answer Yes or No.

4 Session Agenda 1. Reminders from our Eligible Provider Pilot Team 2. Pre-requisites 3. Eligible Provider Meaningful Use Dashboard 4. Using Key Performance Indicator Reports a) Core Items b) Menu Set Items 5. The Registration Process 6. The Attestation Process 7. Step by Step Preparation 8. Stages of Meaningful Use

5 Suggestions from our Meaningful Use Eligible Provider Pilot Team During the journey upon which you are embarking to embrace the meaningful use requirements, it is vital to understand the eventual goal will be to meet all of these requirements 100% of the time. Meaningful use will result in better care for our patients, but the documentation of this care is not easy to attribute to an individual provider, make it a team effort. CareTracker, like many EHR applications, includes a patient record. This record may cross multiple providers in a single company; the record may contain both billing and clinical components; and it may be used by different providers and clinical users. In order to ensure your practice meets the thresholds put forth in this regulation you, as the leader in your practice, need to ensure that that all users in your practice understand not only their responsibilities, but also how their role can impact measurements across the entire practice. Get everyone involved; put together a team and make these trainings mandatory for all providers and clinical users to ensure success! (Paraphrased from several of the providers assisting with this project)

6 Pre-Requisites Do Your Self Assessment Complete your Provider Self Assessment as referenced in previous sessions (DOC Button, Training Drop Down) and meet with your staff to review any workflows that need to be adjusted in order to meet the requirements:

7 Pre-Requisites Set Up Your Dashboard Complete the maintenance areas accessed from Home > Meaningful Use Dashboard by selecting Configure Settings : Then

8 Pre-Requisites Set Up Your Dashboard Complete the Provider Information, Core Criteria, and Menu Set Criteria

9 Pre-Requisites Set Up Your Dashboard

10 Pre-Requisites Set Up Your Dashboard

11 The CareTracker Meaningful Use Dashboard This is the Core Requirements Tab:

12 The CareTracker Meaningful Use Dashboard This is the Menu Items Tab:

13 The CareTracker Meaningful Use Dashboard Dashboard Action Menu In addition to viewing your status right on the screen and being able to indicate those Self Attestation areas have been met there is an Action Menu for each dashboard item: When you select the down arrow to the left of the item there will be options to select that include: 1) A display of the CMS Guideline for the requirement as a PDF 2) A display of the specific CareTracker Meaningful Use Documentation from Help for that particular measure 3) And if there is a report an option to Run Report which can then be retrieved from the Published Reports.

14 Drilling Down Using the Key Performance Indicator Reports For each item measured by a percentage (these are not self attestation measures) CareTracker has created a Key Performance Indicator Report (KPI). These reports run based on data stored the night before. The same report is run from the Meaningful Dashboard and from Reports. From Reports find Medical Reports and select Meaningful Use KPI Reports :

15 Drilling Down Using the Key Performance Indicator Reports Then complete the criteria for the report:

16 Drilling Down Using the Key Performance Indicator Reports When the report publishes you can see each successful or missed case. This will assist with follow-up.

17 Drilling Down Using the Key Performance Indicator Reports At the end of the report there will be a total row for each included provider. Remember that self attestation is done for each eligible provider. To attest to meeting this requirement the provider needs to attain 50% during the reporting period as identified in the report header. Each report works in a similar manner.

18 It Is Time to Register The Medicare Website listed below includes a download that will step you through the registration process outlined here: Registration for the Medicare and Medicaid EHR Incentive Program opens on January 3, A link to Registration will be available on this page. Please Note: Although the Medicaid EHR Incentive Programs will begin January 3, 2011, not all states will be ready to participate on this date. States participating will be listed on the "Medicaid State Information" page. Participating states will be posted soon. What can you do now for the Medicare and Medicaid EHR Incentive Programs? Make sure you have enrollment records in the appropriate systems. You'll need: A National Provider Identifier (NPI) All eligible professionals, eligible hospitals, and critical access hospitals (CAHs) must have a National Provider Identifier (NPI) to participate in the Medicare and Medicaid EHR Incentive Programs.

19 More About What You Need to Register An account in the National Plan and Provider Enumeration System (NPPES) Most providers will need an active user account in the National Plan and Provider Enumeration System (NPPES). Please visit the link under "Related Links Inside CMS" for more information on NPPES. An enrollment record in the Provider Enrollment, Chain and Ownership System (PECOS) All eligible hospitals and Medicare eligible professionals must have an enrollment record in PECOS to participate in the EHR Incentive Programs. (Note: Eligible professionals who are only participating in the Medicaid EHR Incentive Program are not required to be enrolled in PECOS.) If you do not have an enrollment record in PECOS, you should still register for the Medicare and Medicaid EHR Incentive Programs. What information will you need when you register? Registering for the Medicare and Medicaid EHR Incentive Programs is easy when you have the following information available during the process: Eligible Professionals National Provider Identifier (NPI) National Plan and Provider Enumeration System (NPPES) ID and Password Payee Tax Identification Number (if you are reassigning your benefits) Payee National Provider Identifier (NPI) (if you are reassigning your benefits)

20 Information about PECOS If you are not enrolled in PECOS the link below includes the information below in a download: Want to earn Medicare Electronic Health Record (EHR) incentive payments? Act now!! Eligible professionals must have an enrollment record in the Provider Enrollment, Chain and Ownership System (PECOS) in order to receive a Medicare EHR incentive payment. Did you know? Billing and receiving payments from Medicare does not necessarily mean that an eligible professional has an enrollment record in PECOS. Don t wait! 1. Act now to verify that you have an enrollment record in PECOS. 2. If you do not have an enrollment record in PECOS, establish your enrollment record now. If you have submitted a Medicare enrollment application within the last 90 days, and your enrollment application has been accepted for processing by the carrier or A/B MAC, you need not take any additional actions based on this message. (You will be contacted by your carrier or A/B MAC if additional information is needed.)

21 More Information about PECOS How can I find out if I have an enrollment record in PECOS? Choose one of the following methods: 1. Use Internet-based PECOS to look for your PECOS enrollment record. (You will need to first set up your access to Internet-based PECOS.) Go to Verify PECOS Record for more information. If no record is displayed, you do not have an enrollment record in PECOS. 2. Check the Ordering Referring Report on the CMS website. If you are of a specialty permitted to order and refer and you are on that report, you have a current enrollment record in PECOS. Go to Ordering and Referring Report. 3. Contact your designated Medicare enrollment contractor and ask if you have an enrollment record in PECOS. Go to Contractor List for contact information. I don t have an enrollment record. What should I do? Internet-based PECOS is the fastest and most efficient way to submit your enrollment application. For instructions, see Basics of Internetbased PECOS for Physicians and Non-Physician Practitioners. If you encounter problems or have questions as you navigate the system, there is help available.

22 Information About Attestation from Medicare FAQs When can eligible professionals (EPs), eligible hospitals, and critical access hospitals (CAHs) begin to attest to meaningful use of certified electronic health record (EHR) technology for the purposes of the Medicare and Medicaid EHR Incentive Program? The earliest an EP, eligible hospital, or CAH can attest to CMS that they have demonstrated meaningful use of certified EHR technology under the Medicare EHR Incentive Program is April Participants under the Medicaid EHR Incentive Program should check with their State to find out when they can begin participation. Under the Medicaid EHR Incentive Program, providers can attest that they have adopted, implemented, or upgraded certified EHR technology in their first year of participation to receive an incentive payment. For more information about the Medicare and Medicaid EHR Incentive Program, please visit When you are ready to attest you will need this information: Ingenix CareTracker version 7 received certification on December 7, The certification number is SXALEA0.

23 Attestation WorkSheet To assist in the Attestation Process CareTracker has created a worksheet that presents the items in the same order as the CMS Attestation Website. This sheet can be located in CareTracker on the DOC Button right near all the Meaningful Use Recorded Training Sessions. The first page describes best practice to document the details of each requirement. The second and third pages provide a place to record the data that will be needed during the attestation process.

24 Attestation WorkSheet The purpose of this worksheet is to assist eligible providers to compile attestation information in a logical and easy to access manner that will facilitate the attestation process. After confirming compliance with ARRA Stage 1 Meaningful Use Requirements using the CareTracker Meaningful Use Dashboard, KPI Reports, QM Reports, and provider readiness for those items which require self attestation CareTracker recommends the following actions: 1. Determine the 90 day reporting period that will be utilized for attestation. 2. In Reporting Menu create a new Report Folder named to coincide with your Reporting Period, for example: "2011 MU Attestation to " 3. Run each KPI Report for this time period twice: Run once with detail, run again with no detail. Publish each report to the new folder. 4. Run the six Quality Measure Reports selected for this time period twice: Run once with detail, run again with no detail. Publish each report to the new folder. 5. Accessing the published reports, utilize the next tab of this spreadsheet to record the numerators, denominators, and exclusions that will be required for attestation. 6. Have the worksheet (2nd tab) in this file completed and your registration information available to log into the website and complete your attestation. NOTE: We have re-ordered the items on the worksheet that follows to reflect the order in which the CMS Attestation website requests the data. 7. Utilize the "Review" option and double check each item and the numerators and denominators before finalizing your submission. 8. Screenshot the acceptance / tracking information for your records at the end of the process. Congratulations from CareTracker!

25 Attestation WorkSheet

26 Attestation WorkSheet

27 The CMS Attestation Process Core Items Log in with your registration information:

28 The CMS Attestation Process - Core Items

29 The CMS Attestation Process - Core Items

30 The CMS Attestation Process Menu Items

31 The CMS Attestation Process Menu Items

32 The CMS Attestation Process - CQMs

33 The CMS Attestation Process - Review

34 The CMS Attestation Process Final Step Remember to print and save the next screen that shows that your attestation was accepted!

35 The CMS Attestation Process CMS Resources

36 Information About Payments from Medicare FAQs When will the Centers for Medicare & Medicaid Services (CMS) begin to pay incentives to eligible professionals (EPs) and eligible hospitals and critical access hospitals (CAHs) for using certified electronic health record (EHR) technology? Payments for the Medicare EHR Incentive Program are expected to be available as early as May Attestation for the Medicare EHR Incentive Program began in April 18 th, Registration for the Medicare EHR Incentive Program began on January 3, 2011 and is available online at Please note that although the Medicaid EHR Incentive Programs will begin January 3, 2011, not all states will be ready to participate on this date. Information on when registration will be available for Medicaid EHR Incentive Programs in specific States is posted at For more information about the Medicare and Medicaid EHR Incentive Program, please visit:

37 Step By Step 1) View Session 1 & get your database set up work done (Doc Button, Training Drop Down) 2) View Session 2 & work with your team to ensure office / visit workflows that support the 15 Core Meaningful Use requirements 3) View Session 3 & select the 5 Menu Set Items you plan to meet; work with your team to ensure office / visit workflows support these 5 Menu Set Items 4) Fill out the Provider Self Assessment Form 5) Sign up for an Instructor Led Meaningful Use Q & A Session at ingenix.webex.com if you have any questions after viewing the recorded sessions (there is one offered each week)

38 Step By Step 6) Determine what 90 day period you plan to use to attest 7) Complete set up for your Meaningful Use Dashboard in CareTracker Administration 8) Use CareTracker in a way that supports the 20 Meaningful Use Requirements for 90 days 9) Before or during, this 90 days, register as an eligible provider 10) Watch your dashboard to make sure you are on target, use the KPI reports to drill down into any deficient areas, and get ready for each Self Attestation requirement 11) Attest to Meaningful Use 12) Enter your Attestation Date into CareTracker Meaningful Use Dashboard Maintenance and watch for your incentive funding to arrive!

39 A Reminder: You Are Preparing to Attest to Stage 1 for 2011 Stage 1- effective for : Electronically capturing health information in a coded format Use electronically captured health information to track key clinical conditions and communicating information for care coordination purposes Implementing clinical decision support tools to facilitate disease and medication management Reporting information for quality improvement and public health information Stage 2 effective for : Expand upon Stage 1 criteria to encourage the use of health IT for continuous quality improvement at the point of care and the exchange of health information in the most structured format possible Stage 3 effective for 2015+: Focus on promoting improvements in quality, safety and efficiency Focus on clinical decision support for national high priority conditions Patient access to self management tools Improving population health

40 Conclusion Session Four: Eligible Provider Meaningful Use Thank you for your time and attention and don't forget to register in preparation for attestation!

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