Objective 7: Health Information Exchange

Objective: The EPClosed Eligible Professional: a Medicaid provider who qualifies for the Medicaid Promoting Interoperability Program provides a summary of care record when transitioning or referring their patient to another setting of care, receives or retrieves a summary of care record upon the receipt of a transition or referral or upon the first patient encounter with a new patient, and incorporates summary of care information from other providers into their EHR using the functions of CEHRTClosed Certified EHR Technology, an EHR that conforms to the ONC's Health IT Certification Program criteria and standards.

EPs must attest to all three measures and must meet the threshold for two measures for this objective. If the EP meets the criteria for exclusion from two measures, they must meet the threshold for the one remaining measure. If they meet the criteria for exclusion from all three measures, they may be excluded from meeting this objective.

Measure 1: For more than 50 percent of transitions of care and referrals, the EP that transitions or refers their patient to another setting of care or provider of care:

  1. Creates a summary of car record using CEHRT; and
  2. Electronically exchanges the summary of care record
Denominator Number of transitions of care and referrals during the EHR reporting period for which the EP was the transferring or referring provider.
Numerator The number of transitions of care and referrals in the denominator where a summary of care record was created using certified EHR technology and exchanged electronically.
Exclusion

An EP may take an exclusion if either or both of the following apply:

  1. He or she transfers a patient to another setting or refers a patient to another provider fewer than 100 times during the EHR reporting period.
  2. He or she 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 4Mbps broadband availability according to the latest information available from the Federal Communications Commission (FCC) on the first day of the EHR reporting period.
Measure 2: For more than 40 percent of transitions or referrals received and patient encounters in which the provider has never before encountered the patient, he/she incorporates into the patient’s EHR an electronic summary of care document.
Denominator Number of patient encounters during the EHR reporting period for which an EP was the receiving party of a transition or referral or has never before encountered the patient and for which an electronic summary of care record is available.
Numerator Number of patient encounters in the denominator where an electronic summary of care record received is incorporated by the provider into the certified EHR technology.
Exclusion

An EP may take an exclusion if either or both of the following apply:

  1. The total transitions or referrals received and patient encounters in which he or she has never before encountered the patient, is fewer than 100 during the EHR reporting period.
  2. He or she 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 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period.

Measure 3: For more than 80 percent of transitions or referrals received and patient encounters in which the EP has never before encountered the patient, he/she performs a clinical information reconciliation. The EP must implement clinical information reconciliation for the following three clinical information sets:

  1. Medication. Review of the patient’s medication, including the name, dosage, frequency, and route of each medication.
  2. Medication allergy. Review of the patient’s known medication allergies.
  3. Current Problem list. Review of the patient’s current and active diagnoses.
Denominator Number of transitions of care or referrals during the EHR reporting period for which the EP was the recipient of the transition or referral or has never before encountered the patient.
Numerator The number of transitions of care or referrals in the denominator where the following three clinical information reconciliations were performed: medication list, medication allergy list, and current problem list.
Exclusion

An EP may take an exclusion if the total transitions or referrals received and patient encounters in which he or she has never before encountered the patient, is fewer than 100 during the EHR reporting period.

CMS defines a transition of care as the movement of a patient from one setting of care (hospital, ambulatory primary care practice, ambulatory, specialty care practice, long-term care, home health, rehabilitation facility) to another. At a minimum, this includes all transitions of care and referrals that are ordered by the MIPS eligible clinician.

To be included in the denominator:

  • Patient must have a referral documented during the reporting period

OR

  • Patient’s clinical summary must be sent electronically during the reporting period
  1. From the Referrals tab in the chart or the Orders/Referrals tab in the encounter, click Add
  2. Populate the following sections:
    1. Date Requested (chart level only)
    2. Requested By
      1. Requested By must be EP
    3. Refer To
      1. Refer To must be a secure contactClosed Clinic or User contact with a Direct exchange address entered in the Secure Email field
    4. Reason for Referral/Notes
    5. ICD Code or CPT/HCPCS
  3. Click Add
  1. From the patient chart go to Chart Tools > Send Clinical Summary
  2. Populate the required fields of Provider, To, Subject, and Message
    1. Provider selected must be EP
  3. Select Summary of care record or Clinical summary from selected encounter
    1. If Clinical summary from selected encounter is chosen, a patient encounter must be selected to continue sending the clinical summary. Click Add in the Patient Encounter section to add an encounter
    2. Optional: Click Add in the Labs section and select the lab result(s) to be sent
  4. Click OK to send

To be included in the numerator:

  • Patient referral must be sent electronically during the calendar year

OR

  • Patient's clinical summary must be sent electronically during the calendar year
  1. From the Referrals tab in the chart or the Orders/Referrals tab in the encounter, select the referral to be sent
  2. Click Send
  3. Populate the Subject and Message fields
    1. Select a message favorite from the Subject selection list or click Custom and type a subject and message
  4. If sending from the patient chart, click Add in the Past Encounter section to select an encounter to send with the referral
    1. If sending from the encounter, the patient information from the open encounter will be included with the referral
  5. Optional: Click Add in the Labs section to attach one or more lab results
  6. Click OK to send

A clinical summary can be sent electronically by following the steps outlined in the denominator.

To be included in the denominator:

OR

  • Patient must have a Continuity of Care Document (CCD) stored to their chart during the reporting period

Patients with a CCD stored to their chart can only be counted toward the denominator and cannot be counted toward the numerator. Sevocity recommends performing a clinical reconciliation for all files in C‑CDA format received for a patient.

  1. Go to Chart > Chart Tools > C‑CDA Reconciliation or Tools > C‑CDA Reconciliation
  2. Click Import
  3. Locate and select the C‑CDA file from the local computer and click Open
  4. Verify patient selected matches the file chosen and select the I have verified the document belongs to the above patient checkbox
    1. If performing the reconciliation from the Tools menu, click Select to search for and select a patient, then select the verification checkbox
  5. Click Next
  6. Reconcile the file by adding at least one Problem, one Allergy, AND one Medication from the C‑CDA to the patient’s chart
    1. If there is not a clinically appropriate problem, allergy, or medication to add to the chart, the "Reviewed, no [problems/allergies/medications] will be imported" checkbox may be selected for that section of the C‑CDA
    2. If no data from any section of the C‑CDA will be added to the chart, follow the workflow for Perform an Electronic Clinical Reconciliation Without Importing Clinical Data Using the C‑CDA Reconciliation Tool
  7. Click Review
  8. Review the incorporated data for accuracy and click Sign to complete the reconciliation or click Start Reconciliation Encounter to document additional information in a Reconciliation encounter type
    1. If Start Reconciliation Encounter is selected, the encounter must be finalized by the EP

  1. Go to Chart > Chart Tools > C‑CDA Reconciliation or Tools > C‑CDA Reconciliation
  2. Click Import
  3. Locate and select the C‑CDA file from the local computer and click Open
  4. Verify patient selected matches the file chosen and select the I have verified the document belongs to the above patient checkbox
    1. If performing the reconciliation from the Tools menu, click Select to search for and select a patient, then select the verification checkbox
  5. Click Next

  6. After reviewing the patient's Problems, Allergies, and Medications, select the I have reviewed the information above and will not be importing clinical data into the patient chart checkbox

  7. Click Sign to complete the reconciliation
  1. Select a message with a C‑CDA file attachment from the PPDX Inbox
  2. From the Attachments section, select the checkbox next to the C‑CDA file to be reconciled
  3. Click Import
  4. Click Select to search for and select a patient and select the I have verified the document belongs to the above patient checkbox
  5. Click Next

  6. Click Reconcile

  7. Reconcile the file by adding at least one Problem, one Allergy, AND one Medication from the C‑CDA to the patient’s chart
    1. If there is not a clinically appropriate problem, allergy, or medication to add to the chart, the "Reviewed, no [problems/allergies/medications] will be imported" checkbox may be selected for that section of the C‑CDA
    2. If no data from any section of the C‑CDA will be added to the chart, follow the workflow for Perform an Electronic Clinical Reconciliation Without Importing Clinical Data from the Provider PDX Inbox

  8. Click Review

  9. Review the incorporated data for accuracy and click Sign to complete the reconciliation or click Start Reconciliation Encounter to document additional information in a Reconciliation encounter type
    1. If Start Reconciliation Encounter is selected, the encounter must be finalized by the EP
  1. Select a message with a C‑CDA file attachment from the PPDX Inbox
  2. From the Attachments section, select the checkbox next to the C‑CDA file to be reconciled
  3. Click Import
  4. Click Select to search for and select a patient and select the I have verified the document belongs to the above patient checkbox
  5. Click Next

  6. Click Reconcile

  7. After reviewing the patient's Problems, Allergies, and Medications, select the I have reviewed the information above and will not be importing clinical data into the patient chart checkbox

  8. Click Sign to complete the reconciliation

To be included in the numerator:

  • Patient must have an electronic clinical reconciliation of a C‑CDA file performed by the EP during the reporting period

The electronic clinical reconciliation of a C‑CDA can be performed from the C‑CDA Reconciliation tool or the PPDX Inbox using the steps outlined in the denominator.

To be included in the denominator:

  • Patient must be identified as a transition of care patient in an eligible encounter during the reporting period
    • Eligible encounters for this measure are: Multi-System, Exam, Urgent Care, Reconciliation, Initial OB, Visit, OB Follow Up Visit, and OB Postpartum Visit
    • Encounter must be finalized by the EP

OR

  • Patient must have an electronic clinical reconciliation of a C‑CDA file performed by the EP during the reporting period

To identify a patient as a transition of care patient, go to the Coding tab of the eligible encounter and select the Encounter Related to Transition of Care into Clinic checkbox.

  1. Go to Chart > Chart Tools > C‑CDA Reconciliation or Tools > C‑CDA Reconciliation
  2. Click Import
  3. Locate and select the C‑CDA file from the local computer and click Open
  4. Verify patient selected matches the file chosen and select the I have verified the document belongs to the above patient checkbox
    1. If performing the reconciliation from the Tools menu, click Select to search for and select a patient, then select the verification checkbox
  5. Click Next
  6. Reconcile the file by adding at least one Problem, one Allergy, AND one Medication from the C‑CDA to the patient’s chart
    1. If there is not a clinically appropriate problem, allergy, or medication to add to the chart, the "Reviewed, no [problems/allergies/medications] will be imported" checkbox may be selected for that section of the C‑CDA
    2. If no data from any section of the C‑CDA will be added to the chart, follow the workflow for Perform an Electronic Clinical Reconciliation Without Importing Clinical Data Using the C‑CDA Reconciliation Tool
  7. Click Review
  8. Review the incorporated data for accuracy and click Sign to complete the reconciliation or click Start Reconciliation Encounter to document additional information in a Reconciliation encounter type
    1. If Start Reconciliation Encounter is selected, the encounter must be finalized by the EP

  1. Go to Chart > Chart Tools > C‑CDA Reconciliation or Tools > C‑CDA Reconciliation
  2. Click Import
  3. Locate and select the C‑CDA file from the local computer and click Open
  4. Verify patient selected matches the file chosen and select the I have verified the document belongs to the above patient checkbox
    1. If performing the reconciliation from the Tools menu, click Select to search for and select a patient, then select the verification checkbox
  5. Click Next

  6. After reviewing the patient's Problems, Allergies, and Medications, select the I have reviewed the information above and will not be importing clinical data into the patient chart checkbox

  7. Click Sign to complete the reconciliation
  1. Select a message with a C‑CDA file attachment from the PPDX Inbox
  2. From the Attachments section, select the checkbox next to the C‑CDA file to be reconciled
  3. Click Import
  4. Click Select to search for and select a patient and select the I have verified the document belongs to the above patient checkbox
  5. Click Next

  6. Click Reconcile

  7. Reconcile the file by adding at least one Problem, one Allergy, AND one Medication from the C‑CDA to the patient’s chart
    1. If there is not a clinically appropriate problem, allergy, or medication to add to the chart, the "Reviewed, no [problems/allergies/medications] will be imported" checkbox may be selected for that section of the C‑CDA
    2. If no data from any section of the C‑CDA will be added to the chart, follow the workflow for Perform an Electronic Clinical Reconciliation Without Importing Clinical Data from the Provider PDX Inbox

  8. Click Review

  9. Review the incorporated data for accuracy and click Sign to complete the reconciliation or click Start Reconciliation Encounter to document additional information in a Reconciliation encounter type
    1. If Start Reconciliation Encounter is selected, the encounter must be finalized by the EP
  1. Select a message with a C‑CDA file attachment from the PPDX Inbox
  2. From the Attachments section, select the checkbox next to the C‑CDA file to be reconciled
  3. Click Import
  4. Click Select to search for and select a patient and select the I have verified the document belongs to the above patient checkbox
  5. Click Next

  6. Click Reconcile

  7. After reviewing the patient's Problems, Allergies, and Medications, select the I have reviewed the information above and will not be importing clinical data into the patient chart checkbox

  8. Click Sign to complete the reconciliation

To be included in the numerator:

  • Patient must have a clinical reconciliation performed in an eligible encounter in which the patient was identified as a transition of care during the reporting period
    • Eligible encounters for this measure are: Multi-System, Exam, Urgent Care, Reconciliation, Initial OB, Visit, OB Follow Up Visit, and OB Postpartum Visit
    • Encounter must be finalized by the EP

OR

  • Patient must have an electronic clinical reconciliation of a C‑CDA file performed by the EP during the reporting period
  1. From the Allergies/Meds Hx tab, select the Allergies Reviewed checkbox
  2. From the Allergies/Meds Hx tab, select the Medications Reviewed checkbox or the Patient Takes No Medications checkbox or from the Medications tab, select the Medication reconciliation performed checkbox
  3. From the Assessment tab, select the No active problems checkbox or select the checkbox in the Assessed column for any active diagnosis or add a new diagnosis using the Add (Favorites) or Add (Master List) button
    1. Selecting any active diagnosis and then clicking the Inactivate or Resolve button will count toward reconciling current problems
    2. Selecting any active diagnosis and then clicking the Change button and updating and saving information in any of the available fields will count toward reconciling current problems
    3. Selecting any active diagnosis and then selecting the Map SNO button and mapping to a SNOMED CT code will count toward reconciling current problems

The electronic clinical reconciliation of a C‑CDA file can be performed from the C‑CDA Reconciliation tool or the Provider PDX Inbox using the steps outlined in the denominator.

  • For Measure 1, the electronic transmission of the clinical summary or referral must be successful in order to count toward the numerator
    • Transmissions that are not successful will generate an “Undeliverable” message in the Provider PDX Inbox

Return to 2020 Medicaid Promoting Interoperability Objectives

 

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