Meaningful Use Measures: Quick Reference Guide Stage 2 (2014 and Beyond)

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Meaningful Use Measures: Quick Reference Guide Stage 2 (2014 and Beyond) Core Measures Required: All 17 objectives Objective: Requirement: Exclusions: Accomplish in Clinical 1. Computerized - Documenting medications Provider Order through the Medication Entry (CPOE) button 2. Generate and Transmit Permissible Prescriptions Electronically (erx) 3. Record Demographics 4. Record Vital Signs 5. Record Smoking Status More than 60% of medication, 30% of laboratory, and 30% of radiology orders created by the EP during the EHR reporting period are recorded using CPOE. More than 50% of all permissible prescriptions written by the EP are compared to at least one drug formulary and transmitted electronically using certified EHR technology. More than 80% of all unique patients seen by the EP have demographics (Preferred language, Gender, Race, Ethnicity and Date of birth) recorded as structured data. More than 80% of all unique patients seen by the EP have one of the following 3 options recorded as structured data: Blood pressure, for patients age 3 and older, and height and weight for all ages Blood pressure only, for all patients age 3 and older Height and weight, for patients of all ages More than 80% of all unique patients 13 years old or older seen by the EP have smoking status recorded as structured data. Any EP who writes fewer than 100 medication, radiology, or laboratory orders during the EHR reporting Any EP who: (1) Writes fewer than 100 permissible prescriptions during the EHR reporting (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 None Any EP who: (1) Sees no patients 3 years or older is excluded from recording blood pressure. (2) 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. (3) Believes that height/length and weight are relevant to their scope of practice, but blood pressure is not, is excluded from recording blood pressure. (4) 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. Any EP that neither sees nor admits any patients 13 years old or older. - Documenting orders through a Procedure Checklist in a chart note Documenting medications through the Medication button and selecting the Transmission of E-Prescribe Note: You do not need an office code in the note for it to count as a permissible script. You could add the prescription via the Facesheet or through a chart note and Clinical will consider it permissible. Documenting applicable fields in Practice Manager (Patient tab) or in Clinical (ID tab) Documenting applicable vitals using the Vitals button in a chart note Documenting smoking status ( Smoking History and Smoking Status ) using the Smoking History button in a chart note to be Configure the Type field for laboratory/radiology procedures through Edit > System Tables > Conditions > Procedures. Add Medication button and Procedure Checklist(s) to your Add Medication button to your If not yet e-prescribing, enroll at: www.sticomputer.com > Customers > ChartMaker Clinical > Surescripts Enrollment or http://tinyurl.com/lp56ewb (Optional) Set applicable fields as required in Practice Manager if desired. Go to Administration > Preferences > Screen Config > Patient. Add Vitals button to your (Optional) For practices seeing patients age 3-20, setup Growth Charts. Call Clinical Support for assistance. Add the Smoking History button to your (Optional) Add section on Face Sheet to display last date documented. Page 1 of 9 Stage 2 2014 Edition Last Updated 11/1/2017

6. Clinical Decision Support Rule 7. View, Download, Transmit (Patient Electronic Access) 8. Clinical Summaries 9. Protect Electronic Health Information - Implement 5 clinical decision support interventions related to 4 or more clinical quality measures, if applicable, at a relevant point in patient care for the entire EHR reporting - Enable the functionality for drug-drug and drugallergy interaction checks for the entire EHR reporting - More than 50% of all unique patients seen are provided online access to their health information within 4 business days after the information is available to the EP. - More than 5% of all unique patients seen (or their authorized representatives) view, download or transmit to a third party their health information. Clinical summaries provided to patients for more than 50% of all office visits within one business day. Conduct or review a security risk analysis in accordance with the requirements under 45 CFR 164.308 (a)(1), including addressing the encryption/security of data at rest and implement security updates as necessary and correct identified security deficiencies as part of its risk management process. For the second measure, any EP who writes fewer than 100 medication orders during the EHR reporting Any EP who: (1) 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) 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. Any EP who has no office visits during the EHR reporting None - Configuring 5 rules by going to Edit > System Tables > DSS Rule Builder - Enabling interaction checks by going to Edit > Preferences > Prescription - ChartMaker PatientPortal usage (Authorize patient through PatientPortal button on Patient tab in Practice Manager; and Patient submitting Refill Request or Health Question through Messages menu on PatientPortal) - Note signing within 4 business days - Attaching SNOMED codes to applicable Diagnoses Using the Export button or Chart > Export Patient Data in Clinical Or Using the Print Clinical Summary option in Practice Manager Notes: A valid CPT code must be selected in the office note. You will receive credit for generating the Clinical Summary for registered PatientPortal users without physically printing it as long as the progress note is signed within 1 business day. This is not completed through the EMR. A separate manual documenting all that you do to protect patient information, as well as a Security Risk Analysis, is required. to be Create 5 Decision Support Rules in Clinical and mark as Active. Check Drug Interaction setting under each provider s login. Enroll with STI PatientPortal (Log into www.sticomputer.com through the Customer link and then click PatientPortal). Enter the patient s Email address in Practice Manager on the Patient tab or in Clinical on the ID tab. Nothing to setup. (Optional) The option to exclude information on a Clinical Summary can be configured through Chart > Export > Patient Data. Create a manual documenting the process your practice takes to secure patient data. Request STI or your IT Vendor conduct a Security Risk Analysis. Page 2 of 9 Stage 2 2014 Edition Last Updated 11/1/2017

10. Clinical Lab Test Results More than 55% of all clinical lab tests ordered by the EP during the EHR reporting period whose results are either in a positive/negative or numerical format are incorporated in Certified EHR Technology as structured data. Any EP who orders no lab tests where results are either in a positive/negative affirmation or numeric format during the EHR reporting - Documenting labs ordered in a chart note using a Procedure Checklist - Tracking incoming lab results using the Orders functionality (Status = Completed or Reviewed ) - Incorporating an electronic lab interface (if applicable) or manual entry of lab results to be Configure lab procedures through Edit > System Tables > Conditions > Procedures ( Type set to Lab; Track Order checked and Inhouse checked if applicable). Add Procedure Checklist(s) for documenting lab orders to your Map LOINC codes if manually entering lab results. 11. Patient Lists Generate at least one report listing patients of the EP with a specific condition. 12. Preventive Care (Patient Reminders) 13. Patient- Specific Education Resources 14. Medication Reconciliation More than 10% of all unique patients who have had 2 or more office visits with the EP within the 24 months before the beginning of the EHR reporting period were sent a reminder, per patient preference when available. More than 10% of all unique patients with face-to-face office visits are provided patientspecific education resources. The EP performs medication reconciliation for more than 50% of transitions of care in which the patient is transitioned into the care of the EP. None Any EP who has had no office visits in the 24 months before the EHR reporting Any EP who has no office visits during the EHR reporting Any EP who was not the recipient of any transitions of care during the EHR reporting Generating a list by going to Reports > Reports ( Choose Column Provider Name) - Designating the patient s Reminder Preference in Clinical or Practice Manager - Using Recall button in Clinical or Practice Manager - Generating Letters from Practice Manager and/or updating the Reminder Method field on the Recall Documenting educational materials given through the Education Materials button in a chart note Documenting that reconciliation was performed through the Medication Reconciliation button in a chart note (Optional) Sign up for an electronic lab interface and/or create a template for documenting lab results. Nothing to setup. Create a Recall Letter in Practice Manager to use during the reporting Add Recall button to Clinical template if provider intends to enter/view Recalls through the chart. handouts in Clinical by going to Edit > System Tables > Educational Materials. Add Medication Reconciliation button to your Page 3 of 9 Stage 2 2014 Edition Last Updated 11/1/2017

15. Transition of Care Summary - Provide a summary of care record for more than 50% of transitions of care and referrals. - Provide a summary of care record for more than 10% of such transitions and referrals either (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 an ehealth Exchange (formerly NwHIN exchange) participant or in a manner that is consistent with the governance mechanism ONC establishes for the ehealth Exchange. - EPs must also satisfy one of the following criteria: Conduct one or more successful electronic exchanges of a summary of care document, as part of which is counted in measure 2 with a recipient who has EHR technology that was developed/ designed by a different EHR technology developer than the sender s EHR technology. Conduct one or more successful tests with the CMS designated test EHR during the EHR reporting 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. - Producing the Transition of Care Summary (printed and/or electronic) by going to Chart > Export Patient Data - Producing electronic Transition of Care Summaries via Direct Project by going to To-Do > Direct Messaging > Send New Message in Clinical - Conducting an exchange with another EMR not using STI s product or CMS s EHR Randomizer (ehrrandomizer.nist.gov) - Using the Referral button in a chart note (optional) - Attaching SNOMED codes to applicable information to be Enroll for a Direct Messaging address on sticomputer.com > Customers > ChartMaker Clinical > Surescripts (Optional) Add Referral button to your Page 4 of 9 Stage 2 2014 Edition Last Updated 11/1/2017

16. Immunization - Entering immunization Registries information in Clinical Data through a Procedure Submission Checklist in a chart note 17. Secure Electronic Messaging Successful ongoing submission of electronic immunization data from CEHRT to an immunization registry or immunization information system for the entire EHR reporting A secure message was sent using the electronic messaging function of CEHRT by more than 5% of unique patients (or their authorized representatives) seen by the EP during the EHR reporting Any EP that meets one or more of the following criteria may be excluded from this objective: (1) the EP 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) the EP 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; (3) the EP operates in a jurisdiction where no immunization registry or immunization information system provides information timely on capability to receive immunization data; or (4) the EP 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. 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 - Registering with your state immunization registry and sending immunization data on an ongoing basis - Generating immunization batch files from within Practice Manager ChartMaker PatientPortal usage (Message types of Refill Request or Health Question are the only two that will count) to be Install PC Vaccine module (call Clinical Support for assistance). Add Procedure Checklist(s) for documenting immunization information to your Configure the users who will receive PatientPortal messages by going to To-Do > New Message/Task. Click To, highlight the Distribution List (Patient Portal Health Questions and Patient Portal Refill Requests) and click Edit. Page 5 of 9 Stage 2 2014 Edition Last Updated 11/1/2017

Menu Set Measures Required: 3 out of 6 objectives Objective: Requirement: Exclusions: Accomplish in Clinical 1. Syndromic Surveillance Data Submission 2. Electronic Notes in Patient Records 3. Imaging Results Accessible through EHR 4. Record Patient Family Health History The EP performs successful ongoing submission of electronic syndromic surveillance data from CEHRT to a public health agency for the entire EHR reporting Enter at least one electronic progress note created, edited and signed by an EP for more than 30% of unique patients with at least one office visit during the EHR reporting Electronic progress notes must be textsearchable. More than 10% of all tests whose result is one or more images ordered by the EP during the EHR reporting period are accessible through CEHRT. More than 20% of all unique patients seen by the EP during the EHR reporting period have a structured data entry for one or more firstdegree relatives. 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. None 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 Any EP who has no office visits during the EHR reporting - Documenting the CDC Status field on the Diagnosis dialog - Registering with your state syndromic surveillance registry (if in existence) and submitting ongoing Syndromic Surveillance data - Generating syndromic surveillance batch information by going to Chart > Export > Public Surveillance Data Entering electronic chart notes that include patient diagnoses linked to SNOMED codes and an applicable encounter code - Documenting orders in a chart note using a Procedure Checklist - Implementing Orders Tracking (and status of completed with image or reviewed with image used) - Incorporating image results in the EMR Documenting applicable information in the Family History button in a chart note NOTE: Unstructured information will not count towards this measure. Legacy data must be converted to structured data. to be Add Diagnosis button to your Register with your state s registry. Add a Procedure Checklist to your NOTE: Refer to Edit > System Tables > Meaningful Use Encounter Codes for a list of codes that will count as an Encounter. Configure image procedures through Edit > System Tables > Conditions > Procedures ( Type set to Radiology; Track Order checked and In-house checked if applicable). Add Procedure Checklist(s) for documenting image orders to your Add Family History button to your Page 6 of 9 Stage 2 2014 Edition Last Updated 11/1/2017

5. Report Cancer Cases to State Registry 6. Report Other Cases to Specialized Registry Successful ongoing submission of cancer case information from CEHRT to a public health central cancer registry for the entire EHR reporting Successful ongoing submission of specific case information from CEHRT to a specialized registry for the entire EHR reporting 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) The 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. 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 any disease associated with a specialized registry sponsored by a national specialty society for which the EP is eligible, or the public health agencies in their jurisdiction; (2) The EP operates in a jurisdiction for which no specialized registry sponsored by a public health agency or by a national specialty society for which the EP is eligible is capable of receiving electronic specific case information in the specific standards required by CEHRT at the beginning of their EHR reporting period; (3) The EP operates in a jurisdiction where no public health agency or national specialty society for which the EP is eligible provides information timely on capability to receive information into their specialized registries; or (4) The EP operates in a jurisdiction for which no specialized registry sponsored by a public health agency or by a national specialty society for which the EP is eligible that is capable of receiving electronic specific case information in the specific standards required by CEHRT at the beginning of their EHR reporting period can enroll additional EPs. Doing nothing. This will NOT be an option for you to select as one of your Menu measures as STI is not partnered with any cancer registries at this time. - Registering with CECity specialized registry - Submitting ongoing case information to CECity for the entire reporting period to be Nothing to setup at this time. Review what information is applicable and should be documented in the patient s chart by the (CECity) Genesis Registry in the Meaningful Use Stage 2 2014 User Manual. More information can also be found at http://info.cecity.com. Page 7 of 9 Stage 2 2014 Edition Last Updated 11/1/2017

Additional Suggestions: Sign up for free STI University webinars on Meaningful Use Stage 2-2014 (on sticomputer.com) Sign up for free STI University webinars on PatientPortal and Patient Engagement Collect email addresses for each patient (entered in Practice Manager on the Patient tab or Clinical on the ID tab) Create in-house strategies for patient engagement/patientportal use Watch free videos available on STI website (Login by going to Customers and then clicking STI University > Videos) Save configurations for each provider in the Meaningful Use Dashboard (To facilitate running your statistics on a regular basis) Print and save a copy of your Dashboard statistics when collecting final numbers for attestation (To be kept in case of an audit.) Clinical Quality Measures Required: 9 out of 64 objectives, covering 3 of the 6 National Quality Strategy (NQS) Domains To view a complete list of the 64 available CQMs, visit: http://tinyurl.com/nqd7orc Listed below are the CQMs that ChartMaker Clinical is currently certified for. You must select your 9 CQMs from this list: DOMAIN: Efficient Use of Healthcare Resources Appropriate Testing for Children with Pharyngitis 0002 Use of Imaging Studies for Low Back Pain 0052 Appropriate Treatment for Children with Upper Respiratory Infection (URI)* 0069 DOMAIN: Patient Safety Use of High-Risk Medications in the Elderly 0022 Documentation of Current Medications in the Medical Record* 0419 DOMAIN: Weight Assessment and Counseling for Nutrition and Physical Activity for Children and Adolescents 0024 Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention* 0028 Chlamydia Screening for Women* 0033 Preventive Care and Screening: Influenza* 0041 Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-Up Plan* Population / Public Health 0421 Page 8 of 9 Stage 2 2014 Edition Last Updated 11/1/2017

DOMAIN: Controlling High Blood Pressure 0018 Breast Cancer Screening* 0031 Cervical Cancer Screening 0032 Colorectal Cancer Screening 0034 Use of Appropriate Medications for Asthma* 0036 Pneumonia Vaccination Status for Older Adults* 0043 Diabetes: Eye Exam* 0055 Diabetes: Foot Exam* 0056 Diabetes: Hemoglobin A1c Poor Control* 0059 Hemoglobin A1c Test for Pediatric Patients* 0060 Diabetes: Urine Protein Screening* 0062 Diabetes: Low Density Lipoprotein (LDL) Management & Control* 0064 Ischemic Vascular Disease (IVD): Complete Lipid Panel and LDL Control* 0075 Heart Failure (HF): Angiotensin-Converting Enzyme (ACE) Inhibitor or Angiotensin Receptor Blocker (ARB) Therapy for Left Ventricular Systolic Dysfunction (LVSD)* Clinical Process / Effectiveness Heart Failure (HF): Beta-Blocker Therapy for Left Ventricular Systolic Dysfunction (LVSD)* 0083 Diabetic Retinopathy: Documentation of Presence or Absence of Macular Edema and Level of Severity of Retinopathy* 0088 Follow-Up Care for Children Prescribed Attention-Deficit/Hyperactivity Disorder (ADHD) Medication* 0108 HIV/AIDS: Medical Visit 0403 Children Who Have Dental Decay or Cavities Hypertension: Improvement in Blood Pressure* 0081 NULL NULL DOMAIN: Functional Status Assessment for Complex Chronic Conditions* Patient and Family Engagement NULL DOMAIN: Closing the Referral Loop: Receipt of Specialist Report Care Coordination NULL * SNOMED codes may be required to be linked in order to meet the requirements of this measure. For details, see our Meaningful Use User Manual. Page 9 of 9 Stage 2 2014 Edition Last Updated 11/1/2017