Stage 2 Meaningful Use - Core Measure 14 Medication Reconciliation Configuration Guide

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1 Enterprise EHR Stage 2 Meaningful Use - Cre Measure 14 Medicatin Recnciliatin Cnfiguratin Guide Last Updated: December 6, 2013 Cpyright 2013 Allscripts Healthcare, LLC.

2 MU Cre 14 Medicatin Recnciliatin This guide will prvide instructins n hw t cnfigure the necessary setup and preferences t enable Enterprise EHR t wrk fr Cre Measure 14: The Eligible Prfessinal (EP) wh receives a patient frm anther setting f care, prvider f care, r believes an encunter is relevant shuld perfrm medicatin recnciliatin. Final Rule Requirements The Eligible Prfessinal (EP) wh perfrms medicatin recnciliatin fr mre than 50% f transitins f care (TOC) in which the patient is transitined int the care f the EP. Cre Objective: Menu Objective: Numeratr: The number f transitins f care in the denminatr where medicatin recnciliatin was perfrmed. Denminatr: The number f transitins f care during the EHR reprting perid fr which the EP was the receiving part f the transitin. Exclusin: Any EP wh was nt the recipient f any transitins f care during the EHR reprting perid. Objective is shared acrss Eligible Prfessinals: Yes: N: Objective must be recrded during reprting perid: Yes: N: Prerequisites Requires: Cre EHR Base Functinality Availability v11.2: Enhanced v11.4.1: Cnfiguratin Steps Review Med List is Nt Recnciled Preference: The MedListNtRecnciled preference in Alerts indicates that the patient s medicatin list has nt been recnciled fr the encunter, and places an alert in the patient's Encunter Summary. It is best practice t set t Shw in My Alerts t ensure the med list is recnciled when missing. G t TWAdmin Preferences Alerts and select the belw preference

3 Review Enables the Transitin f Care Checkbx n Daily Schedule Preference : The EnableTOCOnScheduleDaily preference determines whether r nt t shw the Transitins f Care (TOC) and Summary f Care (SOC) clumn n the Daily Schedule. If this preference is set t N fr the system, then the TOC and SOC clumn is nt viewable and the prvider is unable t select the checkbx. This checkbx allws the user t dcument frm the Daily Schedule if the appintment is cnsidered an inbund TOC and if a SOC was received fr the patient frm the transitining prvider r facility. G t TWAdmin Preferences General and select the belw preference Enables the Transitin f Care Checkbx n Prvider Schedule: The EnableTOCOnSchedulePrvider preference determines whether r nt t shw the TOC and SOC clumn n the Prvider Schedule. If this preference is set t N fr the system, then the TOC and SOC clumns are nt visable and the prvider is unable t select the checkbx. This checkbx allws the user t dcument frm the Prvider Schedule if the appintment is cnsidered an inbund TOC and if a SOC was received fr the patient frm the transitining prvider r facility. Setup Appintment types as a default TOC encunter within the EEHR: Fr thse appintment types where the patient will always be a transitin f care (ex. New Patient r Cnsult) yu can administratively flag thse t default t TOC 1. Navigate t TWAdmin Dictinaries Appintment Type.

4 2. Flag apprpriate appintment types t default as an inbund TOC (ex. new patient r cnsult) by checking the Transitin f Care checkbx. It can als be set using Appintment Type cntent categry in SSMT. Setup Encunter Types t Be Defaulted as a TOC within the EEHR 1. Navigate t TWAdmin Dictinaries Encunter Type. 2. Flag apprpriate Encunter Types t default as an inbund TOC (ex. new patient r cnsult) by checking the Transitin f Care checkbx. It can als be set using Encunter Type cntent categry in SSMT. This setting is nly available fr any encunter types that the rganizatin has created (nt the system delivered encunter types).

5 Set the Shw Recncile ptin as required in the Encunter Type t highlight when t perfrm Medicatin and Allergy Recnciliatin. When checked, the recncile butt n will be highlighted yellw fr the type f encunter. This ptin is disabled fr enfrced Encunter Types, including appintments and is nly available t change fr any encunter types that the rganizatin has created. Wrkflw Cnsideratins If needed, indicate the encunter as TOC by clicking n the Transitin f Care checkbx within the Encunter Summary r clicking the TC checkbx n the Daily r Prvider Schedule. Ensure that users understand when t click this checkbx. Identify which rle wuld click the TOC checkbx.

6 Navigate t the patient s Clinical Desktp. Click n the Meds cmpnent n the Clinical Desktp. Review the medicatin list with the patient. If needed, add any missing medicatins that the patient reprts utilizing Recrd withut Ordering. Click the Med Recnciliatin buttn. If the Medicatin Recnciliatin is cmpleted fr the encunter, a v10 r v11 nte assciated t the encunter will cite the date/time infrmatin int that nte s Current Medicatin sectin. Fr TOC encunters, dcument whether the Summary f Care dcument is received using the Summary f Care Received checkbx n the Encunter Summary r n the Daily/Prvider Schedule. Fr existing patients, a TOC encunter with n summary f care dcument is nt cunted in denminatr.

7 Hw EEHR Calculates the MU2 Reprt Numeratr: Fr each unique Transitin f Care Encunter in the denminatr, cunt unce: Denminatr: Medicatin Recnciliatin tk place (determined by Recnciled Date ) during the TOC Encunter. The system will cunt nce, each Transitin f Care Encunters seen by the eligible prfessinal (EP) during the EHR reprting perid fr existing patients where a Summary f Care dcument was prvided by the transitining prvider. This is indicated by a Summary f Care CCDA dcument in the patient s ChartViewer r the encunter has the Summary f Care Received flag checked AND The system will cunt nce, each Transitin f Care Encunters seen by the eligible prfessinal (EP) during the EHR reprting perid fr new patients. Exclusin: The system will cunt nce, each Transitin f Care Encunters seen by the eligible prfessinal (EP) during the EHR reprting perid. If the number is zer, the prvider will be excluded frm this bjective. Indicatrs: When the numeratr divided by denminatr is 50% r greater When the numeratr divided by denminatr is between 40% and 50% When the numeratr divided by denminatr is less than 40%

8 Calculatin Flw Diagram General Cnsideratins Medicatin recnciliatin is described as the prcess f identifying the mst accurate list f all medicatins that the patient is taking, including name, dsage, frequency and rute, by cmparing the medical recrd t an external list f medicatins btained frm a patient, hspital r ther prvider. The EP, per CMS, is nt required t d the actual med recnciliatin. If it is perfrmed by ther clinical staff, that is acceptable. Transitin f care is clarified as the mvement f a patient frm ne setting f care (hspital, ambulatry primary care practice, ambulatry, specialty care practice, lng-term care, hme health, rehabilitatin facility) t anther. We als clarify that the receiving eligible hspital r EP wuld cnduct the medicatin recnciliatin. At a minimum, transitins f care include first encunters with a new patient and encunters with existing patients where a summary f care recrd (f any type) is prvided t the receiving prvider. The summary f care recrd can be prvided either by the patient r by the referring/transiting prvider r institutin. A transitin f care encunter is determined by the Transitin f Care checkbx n the appintment type, if the encunter type is Appintment, frm the Encunter Type dictinary. If this value is checked n the schedule r in the Encunter Summary windw, the encunter will be included in the denminatr. If this value is unchecked n the schedule r in the Encunter Summary, the encunter will nt be included in the denminatr.

9 The default value fr the Transitin f Care prperty fr each encunter is determined using the Transitin f Care field in the encunter type dictin ary, based n the encunter type f the encunter being created. There is ne imprtant exceptin t this. If the encunter type is Appintment then the appintment type assciated with that encunter is used t determine the default value fr Transitin f Care prperty. This is dne based n the Transitin f Care field in the appintment type dictinary. Currently all appintments will indicate the user must recncile medicatins fr all appintment types. Hwever, Meaningful Use reprting will nly cnsider this required fr appintment types flagged as transitins f care. An existing patient is defined as a patient that has a previus valid encunter with the prvider. Additinal Infrmatin Here is a list f reference dcuments, and where yu can find them: Applicatin Design and Behavir Resurce (ADBR): ClientCnnect > Tlbx > Prduct Dcumentatin > Allscripts Enterprise EHR > Pick yur versin > Manual Guides > Applicatin Design and Behavir Resurce (ensure yu save it t yur PC) 1 Client is slely respnsible fr implementing the recmmendatins, refining certified wrkflws, and cmpleting any cnfiguratins needed t meet Meaningful Use measures prir t the defined attestatin perid. Allscripts is nt prviding any legal advice n Client Cnnect r under any Allscripts services prject. Client is respnsible fr ensuring any revised business prcesses cmply with all federal, state, and lcal laws. NOTWITHSTANDING ANYTHING TO THE CONTRARY HEREIN, ALLSCRIPTS MAKES NO REPRESENTATION OR WARRANTY AS TO CLIENT BECOMING A MEANINGFUL USER OF ITS EHR SOFTWARE (AS MODIFIED TO MEET THE DEFINITION OF CERTIFIED EHR) WITHIN THE TIMEFRAMES PRESCRIBED BY THE HITECH ACT.

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