The Goals report enables you to set goals for data points that are pulled from the Provider Month End Report. These data points are displayed as a arc gauge chart to monitor the progress of the goal. Bar graphs also display to track the progress of the goal on a monthly basis.

• Arc gauge chart: Current data. Data is calculated daily.
• Bar graph: Past data. Data is presented on a monthly basis.

• From the reporting tool, select Month End for Report Type.
• For Report Name, select Goals.
• Click Generate Report

Filters

• The generated report is filtered by default by the current month and for the entire practice.
• Filter the report by month and year.
  Note: Data is available starting from January 2016.
• Filter the report by entire practice, provider, or location.

Edit Goals

To edit goals, you must have a financial administrator reporting role in User Maintenance.

• Users with a financial administrator user role will have an Edit Goals button.
• Each data point has its own goal.
• Goals can be edited by practice, provider, or location. Each filtered report has its own goals. For example, goals that you set for an individual provider will not affect the goals that are set for a location or the entire practice.
• If you do not customize the goals, the default goal is the current average.

• Click Edit Goals. The Edit Goals button changes to View Goals.

• You have the option to set all of the goals to a certain percentage of improvement over the current average. The default is 10%.
• Enter a percent value.
• Click Update Goals.

• Each data point’s goal can be customized.
• Enter the value.
• Click Update Goal.
• Note: Each customized goal must be updated individually.

Arc Gauge Chart Colors

The following colors display for current data.

• Green: Over 100% of the goal
• Yellow: 90%-100% of the goal
• Red: Under 90% of the goal

Since the current month’s data is calculated daily, the goal depends on which day of the month it is.

For example, the goal is $1000 for total applied payments and it is the 15th day of a 30-day month.

• You are 50% done with the month. To meet your goal of $1000, you must have at least $500 today.
• Red: Under 90% of $500.
• Yellow: 90%-100% of $500
• Green: Over 100% of $500

Bar Chart

The orange line indicates the goal.

• Being over the goal for data points for charges, payments, and adjustments is desirable.
• Red: The goal is not met.
• Green: The goal is met or surpassed.

• Being over the goal for data points for appointments is not desirable and, therefore, the colors are reversed in comparison to the financially driven data points.
• Red: Goal is met or surpassed.
• Green: Goal is not met.

Data Points from Month End Provider Report

The data points are the following:

• Charges
• Total changes
• Self pay charges
• Non-claim Charges
• Insurance Charges
• Adjustments
• Contractual adjustments
• Noncontractual adjustments
• Total patient responsibility
• Total adjustments
• Total write-offs
• Applied payments
• Total applied payments
• Patient applied payments
• Insurance applied payments
• Point of sale payments
• Total POS payments
• Check POS payments
• Credit card POS payments
• Cash POS payments
• Appointments
• Total appointments
• Unique patients
• No shows
• Canceled by patient
• Canceled by provider
• Total canceled

Coupons, discounts, and drug information resources are generated for providers at point-of-prescribing. Physicians’ Desk Reference (PDR) provides these resources so that prescribers can provide their patients with medication information and financial savings offers.

This help page describes how to configure your practice’s PDR management settings in Provider Maintenance and where users and patients can be notified about coupons, discounts, and drug information on the prescribed medications.

PDR Management Settings

PDR management settings are available to providers who have the Provider is also a Prescriber checkbox selected in Provider Maintenance. Notifications about the availability of PDR resources display in the EHR (ePrescribe: Finalized Prescription page), Practice Management (Check Out page), and the YourHealthFile Patient Portal.

• All checkboxes are selected by default. Customize the notifications of PDR resources by deselecting the appropriate checkbox.
• Display notification on the ePrescribe: Finalized Prescription page: PDR resources display under Coupons, Discounts, and Patient Information.
• Display notification on Check Out page: PDR resources display under Coupons, Discounts, and Patient Information.
• Notify patient and automatically send to Patient Portal: The patient is notified by email that a PDR resource is available for their medication. Patients can view the PDR resource when they log in to the Patient Portal. The patient’s Patient Portal account must be activated to view PDR documents on the Patient Portal.

ePrescribe: Finalized Prescription

• E-prescribe the medication(s) (P > Prescribe). Medications with PDR resources have under Options.
• On the ePrescribe: Finalized Prescription page, medications with PDR resources display under Coupons, Discounts, and Patient Information. The PDR resources can be printed, sent to the Patient Portal, or sent to check out for the patient.

Check Out

• On the Check Out page, medications with PDR resources display, and can be printed or sent to the Patient Portal.

Patient Portal

Patients are notified by email about the PDR resources available for their medication on the Patient Portal. The patient’s Patient Portal account must be enabled and activated to view PDR documents on the Patient Portal.

• Upon login to the Patient Portal, a PDF of the most recently prescribed medication’s cost savings or drug information displays.

• On the Patient Portal home page, a notification displays with the medication listed.
• To view a PDF of the cost savings or drug information, click View.
• To dismiss the notification for a medication, click Dismiss. Each medication’s PDR notification must be dismissed individually.
• PDR notification messages expire after 30 days.

• Patients can also access the PDR resources from the Medications menu (Review Medical Record > Medications).
• To view, click Coupon.

The E/M Procedure Code Performance report compares the performance of each E/M code (99201 through 99496) against the Medicare national average.

• From the reporting tool, select Production for the Report Type.
• For Report Name, select E/M Procedure Code Performance.
• Click Generate Report.

• Graphical and table data are grouped by type of service.
• Blue bar: The practice’s code usage.
• Orange line: Medicare expected code usage.

Wallboard Mode is the full-screen view of Room Tracker typically on a wall-mounted monitor or television.

We recommend that you create a separate user dedicated to Wallboard Mode.

Enable Wallboard Mode

• From the Room Tracker view, click Wallboard Mode.

The wallboard view displays. Note: In Wallboard Mode, the patient’s name is displayed as first name and last initial (e.g., James B.).

Select Displayed Columns

Wallboard Mode is view-only. The only action that you can perfom in this view is selecting which columns to display.

1. Click .
2. Select the checkboxes you want to display (or deselect the checkboxes you do not want to display) and then click Set Display.

Exit Wallboard Mode

To exit Wallboard Mode, click the X or press Esc on your keyboard.

For security reasons, when you exit out of Wallboard Mode, you are also logged out of MediTouch. You must log in to MediTouch and enable Wallboard Mode every day. If you forget to exit Wallboard Mode, we will log you out at the end of the day.

Other help pages you may also be interested in:

• Room Tracker

Room Statuses is the administration page where practices set up the room statuses they use in Room Tracker. Each practice begins with a system default set of room statuses, each with a default color swatch. Practices can customize this default set to suit their practice’s workflow.

Before you can create room statuses, you must create departments and rooms.

• From the menu bar, click Admin and then click Room Statuses.

• The first time you land on the Room Statuses page, the default set of room statuses display.
• To return your room statuses to the default set at any time, click Restore to Default Set and then click Restore.
• Note about the first two room statuses:
• They cannot be moved or deleted.
• Their states cannot be changed.
• Their descriptions are editable.
• Their color swatches are changeable.

Add a Room Status

Room Statuses has a drag-and-drop interface, allowing you to add to the room status list and reorder the list.

Edit a Room Status

• To edit the description, click inside the room status label.
• If necessary, select a new state to associate with the status.
• Click Save Room Statuses.

Delete a Room Status

• To delete a room status, click .
• Note: You cannot delete the first two room statuses.
• Click Save Rooms Statuses.

Reset Changes to Room Status

• To discard any unsaved changes you made, click Reset.
To confirm this action, click Reset.

Other help pages you may also be interested in:

• Locations: Departments and Rooms
• Room Tracker

Encounter Chat is an informal communication tool medical staff members can use to coordindate patient care. Encounter Chat is not meant to be used as a clinical documentation tool, but as a way to have encounter-based conversations from directly in the Encounter Preview slide panel.

Open Encounter Preview from either Patient Tracker, Room Tracker, or Open Encounters. Our example uses Patient Tracker.

Accept the User Agreement

You must accept the terms of the user agreement before you can participate in a chat. If you do not accept the terms, you will have read-only access, but will not be able to contribute to the chat. MediTouch saves your acceptance of the user agreement so you only have to accept the user agreement once.

• When you click inside the message or comment box, you will be prompted to accept the Encounter Chat user agreement.
• Click the I accept the terms of the user agreement checkbox.
• Click Accept.

Post a Message or Comment

• To post a message or a comment, type your message in the message box and then press Enter/Return.
• To post a comment to a message, type your comment in the comment box and then press Enter/Return.

Additional Information

• The encounter does not have be started for users to participate in an encounter chat.
• The chat is deleted after the encounter is signed or seven days after the chat began.
• You cannot edit or delete a chat.
• The character limit for each post or comment is 2,000 characters.
• Chats are not saved with the encounter summary and are not a part of the patient’s chart.
• Chats are not visible to the patient.
• Chats time out after one hour of inactivity.

Other help pages you may also be interested in:

• Encounter Preview

Patient Tracker is the schedule-focused Dashboard view that enables you to monitor and manage patient flow. View the patient’s status, room status, and important information relevant to the patient’s appointment and encounter.

Patient Tracker is the default view of the EHR Dashboard and contains two views — Schedule and Encounters. Click the Patient Tracker icon to return to Patient Tracker from anywhere in the EHR. Clicking Dashboard on the bottom frame also navigates you to Patient Tracker.

Schedule View

Notes for iPad users: If you use private browsing in Safari, some settings and selections will not be remembered when you navigate back to Patient Tracker.

• Resource: The last selected resource will not be remembered. If you are a provider, your name defaults as the resource. If you are staff member, the default resource is the first resource in alphabetical order.
• Hide checked out: This option is located beneath Patient Status. The checkbox will always be unchecked.

Note about department and room selection: If you configured a default department on the Calendar Resources page and you return to a page where you can select a department and room, the default department is preselected on the menu. If you did not set up a default department, Select Department is preselected on the menu. This behavior occurs on the appointment type window in Patient Tracker and Room Tracker and when entering vitals on the Vital Signs page.

• Resource: Select a calendar resource.
• View: Schedule is the default view for Patient Tracker.
• Date of Service: To change the date, click the date back and forward using the previous and next buttons or click the current date to launch the date picker.
• Patient Status: Filters the displayed appointments by patients waiting, in a room, and checked out. Select the Hide Checked Out checkbox to view only the appointments that have not been checked out. This option is only available when All is selected as the Patient Status filter. Your selection is remembered every time you return to Patient Tracker unless you use private browsing on an iPad.

• Room: The room status and the room name. To assign a room to a patient, click the Appointment Type and select a department (if available) and a room. If no department is available, enter a room name in the text box.
• Time: Click the appointment time to start a new encounter.
• Wait: Patient status and wait time. The possible statuses are new, checked in, and checked out.
• One time displayed: Wait time from check in until the start of the encounter
• Two times displayed: Time 1 = Wait time from check in until encounter start. Time 2 = Wait time from encounter start until check out. Adding the two times together produces the total visit time (found in the Encounter Preview).
• Patient: Click the patient’s name to open the patient’s chart. Beneath the patient’s name, comments and follow-up information display. Comments are entered in the appointment type window. Follow-up information are entered either in the appointment type window or during scheduling.
• Appointment Type: Click the appointment type to view the appointment details. From the appointment type window, you can select a priority, change the rendering provider, select or change the department and room, enter comments, and enter or edit follow-up information.
• Age: Age of the patient.
• Sex: Sex of the patient.
• Reason for Visit: Entered by the scheduler in the Notes/Reason text box during the scheduling process.
• Provider: Rendering provider
• Vitals: A green checkmark indicates that vital signs have been entered for the encounter.
• Priority: Indicates if a patient’s priority is high (up arrow), normal (blank), or low (down arrow). Click the appointment type to select a priority.
• Chat: Indicates whether there is active encounter chat.

Room Status

• Room statuses are color-coded; each color represents a different status.
• A room status can be selected for rooms that are associated with departments.
• Click a room status (colored square) to launch the room status widget where you can select or update the room status.
• Note: Checking out a patient does not remove a patient from the room. You must remove the patient from the room by changing the room status to either one of the Empty statuses. This will free up the room and also stop the timer on the Visit Time (in Encounter Preview).

Appointment Type

• The appointment details that were entered during scheduling.
• Select the priority (default is normal).
• Select the department (if applicable) and room.
• Note: You will only see the department and room menu options if you have configured them for your practice in Locations: Departments and Rooms; else, you will see a text box to fill in the room. Default locations are set up on the Calendar Resources page.
• Enter comments or follow-up information. These display below the patient’s name in Patient Tracker.
• Click Save Appointment.

Reason for Visit

• The reason for visit is entered by the scheduler in the Notes/Reason text box (found in Schedule > Daily Schedule or Schedule > Calendar > any view).
• Also worth noting is that the follow-up information entered here displays beneath the patient’s name in Patient Tracker and Room Tracker. This is also editable from the appointment type window, also in Patient Tracker and Room Tracker.

Encounter Preview

Encounter Preview enables you to view a patient’s encounter details without leaving the Dashboard. It is available on a slide panel that slides out from the right. Encounter Preview is a condensed version of the Encounter Summary Preview and is also accessible from Room Tracker and Open Encounters. For more detailed information, refer to Encounter Preview.

• Encounter Preview displays the following:
• Patient demographics and insurance information
• Encounter chat: Encounter-based chats between medical staff members.
• Encounter tasks
• Subjective: Chief complaint, medication history, allergies, and review of systems
• Objective: Vital signs
• Assessment: Diagnosis
• Plan: Procedure coding, orders, prescribed medications, problem list
• Included at the top are the appointment date, reason for visit, chart number, check-in time, in-room time, and visit time.

Encounters View

The Encounters view provides you with the encounter’s status and diagnosis for the selected resource’s schedule. Data in the Diagnosis or Status columns means that the provider has started the encounter for the patient.

• Resource: Select a calendar resource.
• View: Select Encounters.
• Date of Service: To change the date, click the date back and forward using the previous and next buttons or click the current date to launch the date picker.
• Time: Click the appointment time to start a new encounter.
• Patient: Click the patient’s name to open the patient’s chart.
• Diagnosis: The assessment of the encounter
• Status: Where the provider last left off in the encounter.

Other help pages you may be interested in:

• Encounter Chat
• Encounter Preview
• Navigate the EHR Dashboard
• Room Tracker

Get answers to some of the most frequently asked questions about MACRA and the Merit-based Incentive Payment System (MIPS).

Help pages are available for each MIPS performance category:

• Quality
• Advancing Care Information
• Improvement Activities

FAQ Topics

• General
• Payment
• Quality
• Advancing Care Information (ACI)
• Improvement Activities (IA)
• Patient Engagement

General

What year is MediTouch certified for?

2014. Do not be misled by the use of 2014 in 2014 Certified EHR. In this case, 2014 means that our technology is certified for the years 2014, 2015, 2016, and 2017.

What are the two Quality Payment Program tracks?

Merit-based incentive System (MIPS) and Advanced Alternative Payment Models (APMs)

Which program does MediTouch assist with?

MIPS

What Medicare volume is required to attest?

$30,000 and 100 Medicare patients a year. If you are below either, you cannot attest.

It is my first year with Medicare. Am I required to attest?

No. First-year Medicare providers are excluded. You are not required to attest until the subsequent year after enrolling in Medicare.

Who are Eligible Clinicians (ECs)?

Physicians, physician assistants, nurse practitioners, clinical nurse specialists, and certified registered nurse anesthetists

What types of providers may be added in year three of MIPS?

Physical therapists, occupational therapists, speech therapists, nurse midwives, and social workers may be added as ECs.

I am not an eligible clinican. Can I still attest?

Yes. Data can be submitted with a group or individually. However, only ECs are eligible for the payment adjustment.

What exclusions can I apply for?

First year, volume, and non-ECs

What are the three 2017 MIPS performance categories?

Quality (previously PQRS), Advancing Care Information (previously Meaningful Use), and Improvement Activities

What is the fourth category not included in 2017?

Cost

Payment

To which year does the payment adjustment apply for not reporting in 2017?

2019

What is the maximum penalty for not reporting in 2017?

4%

What is the maximum incentive for reporting in 2017?

4%

What is the minimum amount required to avoid the penalty?

If you submit a minimum amount of 2017 data to Medicare (e.g., one quality measure or one improvement activity at any time in 2017), you can avoid a downward payment adjustment.

What is the payment adjustment for reporting data for 90 days?

Neutral or positive payment adjustment.

What is the payment adjustment for reporting data for a full year?

Moderate positive payment adjustment

How do I maximize my adjustment?

The size of your payment will depend both on how much data you submit and your performance results. Attesting for a full year and achieving or exceeding our recommended goals will help maximze the adjustment amount.

Does the MediTouch scoring system guarantee a high percentage payment adjustment?

No. The final score determined by CMS is graded on a bell curve. If a high number of providers achieve a better score, your payment adjustment will be negatively affected. MediTouch cannot predict how every provider will score.

Quality

What programs did the Quality category replace?

PQRS and MU Clinical Quality Measures. The same measures are used.

What weight percentage does Quality account for in the MIPS scoring?

60%

What is the MediTouch recommended goal?

80-90 percentage points

Are individual Quality measures graded on a bell curve?

Yes

What type of measures are required?

At least one outcome measure. If one outcome does not apply, one high-priority measure can be reported.

What denominator volume is required?

20

Do I get credit for submitting a measure with less than 20 denominators?

Yes, 3%.

What patient-specific module can you use to manage Quality measures?

Health Maintenance

What is the Quality Patient List used for?

Tracking measure population and updating applicable ones.

Advancing Care Information (ACI)

What program did ACI replace?

Meaningful Use

What weight percentage does ACI account for in the MIPS scoring?

25%

What is the MediTouch recommended goal?

100 percentage points

Are individual ACI measures graded on a bell curve?

No, just the final combined score

Combining base, performance, and bonus scoring, what is the total percentage points available?

155

What percentage is ACI capped at in the final score?

100

What is required to attest to this category?

Base measures

What are the base measures?

e-Prescribing, Health Information Exchange, Provider Patient Access, Security Risk Analysis

What are the performance measures and their percentage points?

Refer to Advancing Care Information on the CMS website.

What are the bonus measures and their percentage points?

Refer to Advancing Care Information on the CMS website.

Improvement Activities (IA)

What program did IA replace?

There was no direct program.

What weight percentage does IA account for in the MIPS scoring?

15%

What is the MediTouch recommended goal?

20 points for 15 providers or less. 40 points for 16 or more providers.

Are individual IA measures graded on a bell curve?

No, just the final combined score.

How many points do medium-weighted activities account for?

10

How many points do high-weighted activities account for?

20

Do I get an credit for being a PCMH provider?

Yes. Full credit is automatically earned.

Patient Engagement

Does scoring well in the patient scorecard guarantee a high incentive?

No. The scorecard is general information and does not directly reflect the MIPS scoring. The results are not provider-specific. However, as long as the activity was performed in the same month that the patient encounter was performed, a high MIPS score can be inferred.

What is the patient engagement list used for?

Tracking the patient population per provider in the selected reporting period in attempt to get the patient engaged with the portal.

Our MACRA tools are designed to help Eligible Clinicians (ECs) understand how they are performing in the three 2017 MIPS performance categories – Quality (previously PQRS), Advancing Care Information (previously Meaningful Use), and Improvement Activities. Note: The final score is graded on a bell curve. Our MACRA dashboard score is preliminary and does not guarantee incentive payment.

Getting Started

• 2017 MACRA Overview – A quick summary from setup to attestation.
• MACRA Home – Learn why MACRA is important, how to access our MACRA Dashboard and Patient Scorecard, and learn about the MIPS categories.
• MACRA FAQs – Gain valuable insight about the program.
• Remember to enroll in the EHR Reporting Period – View the steps to setup an enrollment period.

MIPS Categories

Quality

• Quality – Learn about measure requirements and view performance.
• Quality Measure Patient List – View/Manage the measures patient population.

Advancing Care

• Advancing Care Information – Learn about measure requirements and view performance.
• Patient Engagement Patient List – Manage the patient engagement with the portal.

Improvement Activities

• Improvement Activities – Learn more about recommended measure requirements and view performance.
• Improvement Activities Document Management – Manage the documents required to pass each measure.

Room Tracker is the departments and rooms-focused view of the EHR Dashboard. Room Tracker enables you to monitor which patient is in which room and when rooms become available.

To use the room status feature of Room Tracker, you must have rooms associated with departments. To configure departments and rooms for your practice, go to Admin > Locations: Departments and Rooms.

Room Tracker displays the current status of each room separated by department. You will only see the department and room menu options if you have configured them for your practice in Locations: Departments and Rooms; else, you will see a text box to fill in the room. Default locations are set up on the Calendar Resources page.

• Room Tracker displays the current status of each room separated by department.
• Use the Departments and Room Status filters to narrow the displayed rooms by department or room status.
• Room statuses are displayed for the current day only.
• Appointment information (columns) are the same as Patient Tracker.

Select a Room

Click the appointment type to select a department (if configured for your practice) and a room. Note: You will only see the department and room menu options if you have configured them for your practice in Locations: Departments and Rooms; else, you will see a text box to fill in the room. Default locations are set up on the Calendar Resources page.

Department and Room

Note about department and room selection: If you configured a default department on the Calendar Resources page and you return to a page where you can select a department and room, the default department is preselected on the menu. If you did not set up a default department, Select Department is preselected on the menu. This behavior occurs on the appointment type window in Patient Tracker and Room Tracker and when entering vitals on the Vital Signs page.

• Select the department and room.
• Click Save Appointment.

No Department

• Select No Department and enter the room name in the text box.
• Click Save Appointment.

Room Status

• Room statuses are color-coded; each color represents a different status. To learn how to customize room statuses, refer to Room Statuses.
• A room status can be selected for rooms that are associated with departments.
• Click a color swatch to select or update the room status.
• Note: Checking out a patient does not remove a patient from the room. You must remove the patient from the room by changing the room status to either one of the Empty statuses. This will free up the room and also stop the timer on the Visit Time (in Encounter Preview).

• When there is no patient assigned to the room, the only status options available are Empty – Ready for Patient and Empty – Needs Cleaning.

Wallboard Mode

Wallboard Mode enables providers and medical staff to view Room Tracker in a full-screen view. For more detailed information, refer to Wallboard Mode.

• Click Wallboard Mode. Wallboard Mode displays.

Encounter Preview

Encounter Preview enables you to view a patient’s encounter details without leaving the Dashboard. It is available on a slide panel that slides out from the right. Encounter Preview is a condensed version of the Encounter Summary Preview and is also accessible from Patient Tracker and Open Encounters. For more detailed information, refer to Encounter Preview.

• Encounter Preview displays the following:
• Patient demographics and insurance information
• Encounter chat: Encounter-based chats between medical staff members.
• Encounter tasks
• Subjective: Chief complaint, medication history, allergies, and review of systems
• Objective: Vital signs
• Assessment: Diagnosis
• Plan: Procedure coding, orders, prescribed medications, problem list
• Included at the top are the appointment date, reason for visit, chart number, check-in time, in-room time, and visit time.

Other help pages you may be interested in:

• Encounter Chat
• Encounter Preview
• Locations: Departments and Rooms
• Navigate the EHR Dashboard
• Patient Tracker
• Room Statuses
• Wallboard Mode

Patient Tracker is the schedule-focused Dashboard view that enables you to monitor and manage patient flow. View the patient’s status, room status, and important information relevant to the patient’s appointment and encounter.

Patient Tracker is the default view of the EHR Dashboard and contains two views — Schedule and Encounters. Click the Patient Tracker icon to return to Patient Tracker from anywhere in the EHR. Clicking Dashboard on the bottom frame also navigates you to Patient Tracker.

Schedule View

Notes for iPad users: If you use private browsing in Safari, some settings and selections will not be remembered when you navigate back to Patient Tracker.

• Resource: The last selected resource will not be remembered. If you are a provider, your name defaults as the resource. If you are staff member, the default resource is the first resource in alphabetical order.
• Hide checked out: This option is located beneath Patient Status. The checkbox will always be unchecked.

Note about department and room selection: If you configured a default department on the Calendar Resources page and you return to a page where you can select a department and room, the default department is preselected on the menu. If you did not set up a default department, Select Department is preselected on the menu. This behavior occurs on the appointment type window in Patient Tracker and Room Tracker and when entering vitals on the Vital Signs page.

• Resource: Select a calendar resource.
• View: Schedule is the default view for Patient Tracker.
• Date of Service: To change the date, click the date back and forward using the previous and next buttons or click the current date to launch the date picker.
• Patient Status: Filters the displayed appointments by patients waiting, in a room, and checked out. Select the Hide Checked Out checkbox to view only the appointments that have not been checked out. This option is only available when All is selected as the Patient Status filter. Your selection is remembered every time you return to Patient Tracker unless you use private browsing on an iPad.

• Room: The room status and the room name. To assign a room to a patient, click the Appointment Type and select a department (if available) and a room. If no department is available, enter a room name in the text box.
• Time: Click the appointment time to start a new encounter.
• Wait: Patient status and wait time. The possible statuses are new, checked in, and checked out.
• One time displayed: Wait time from check in until the start of the encounter
• Two times displayed: Time 1 = Wait time from check in until encounter start. Time 2 = Wait time from encounter start until check out. Adding the two times together produces the total visit time (found in the Encounter Preview).
• Patient: Click the patient’s name to open the patient’s chart. Beneath the patient’s name, comments and follow-up information display. Comments are entered in the appointment type window. Follow-up information are entered either in the appointment type window or during scheduling.
• Appointment Type: Click the appointment type to view the appointment details. From the appointment type window, you can select a priority, change the rendering provider, select or change the department and room, enter comments, and enter or edit follow-up information.
• Age: Age of the patient.
• Sex: Sex of the patient.
• Reason for Visit: Entered by the scheduler in the Notes/Reason text box during the scheduling process.
• Provider: Rendering provider
• Vitals: A green checkmark indicates that vital signs have been entered for the encounter.
• Priority: Indicates if a patient’s priority is high (up arrow), normal (blank), or low (down arrow). Click the appointment type to select a priority.
• Chat: Indicates whether there is active encounter chat.

Room Status

• Room statuses are color-coded; each color represents a different status.
• A room status can be selected for rooms that are associated with departments.
• Click a room status (colored square) to launch the room status widget where you can select or update the room status.
• Note: Checking out a patient does not remove a patient from the room. You must remove the patient from the room by changing the room status to either one of the Empty statuses. This will free up the room and also stop the timer on the Visit Time (in Encounter Preview).

Appointment Type

• The appointment details that were entered during scheduling.
• Select the priority (default is normal).
• Select the department (if applicable) and room.
• Note: You will only see the department and room menu options if you have configured them for your practice in Locations: Departments and Rooms; else, you will see a text box to fill in the room. Default locations are set up on the Calendar Resources page.
• Enter comments or follow-up information. These display below the patient’s name in Patient Tracker.
• Click Save Appointment.

Reason for Visit

• The reason for visit is entered by the scheduler in the Notes/Reason text box (found in Schedule > Daily Schedule or Schedule > Calendar > any view).
• Also worth noting is that the follow-up information entered here displays beneath the patient’s name in Patient Tracker and Room Tracker. This is also editable from the appointment type window, also in Patient Tracker and Room Tracker.

Encounter Preview

Encounter Preview enables you to view a patient’s encounter details without leaving the Dashboard. It is available on a slide panel that slides out from the right. Encounter Preview is a condensed version of the Encounter Summary Preview and is also accessible from Room Tracker and Open Encounters. For more detailed information, refer to Encounter Preview.

• Encounter Preview displays the following:
• Patient demographics and insurance information
• Encounter chat: Encounter-based chats between medical staff members.
• Encounter tasks
• Subjective: Chief complaint, medication history, allergies, and review of systems
• Objective: Vital signs
• Assessment: Diagnosis
• Plan: Procedure coding, orders, prescribed medications, problem list
• Included at the top are the appointment date, reason for visit, chart number, check-in time, in-room time, and visit time.

Encounters View

The Encounters view provides you with the encounter’s status and diagnosis for the selected resource’s schedule. Data in the Diagnosis or Status columns means that the provider has started the encounter for the patient.

• Resource: Select a calendar resource.
• View: Select Encounters.
• Date of Service: To change the date, click the date back and forward using the previous and next buttons or click the current date to launch the date picker.
• Time: Click the appointment time to start a new encounter.
• Patient: Click the patient’s name to open the patient’s chart.
• Diagnosis: The assessment of the encounter
• Status: Where the provider last left off in the encounter.

Other help pages you may be interested in:

• Encounter Chat
• Encounter Preview
• Navigate the EHR Dashboard
• Room Tracker

Our MACRA Dashboard is designed to help eligible clinicians monitor and understand how they are performing in the three 2017 MIPS performance categories – Quality (previously PQRS), Advancing Care Information (previously Meaningful Use), and Improvement Activities.

The final score is graded on a bell curve. The MACRA Dashboard score is preliminary and does not guarantee incentive payment.

• To access the MACRA Dashboard from anywhere in the EHR, click .
• Select the provider and the reporting period.
• To navigate to the performance category’s page, click the category’s tile.
• Information about each performance category is available below each tile.
• Note: Our goals are recommendations and scoring is preliminary. CMS determines final scoring and incentive adjustments based on a bell curve. For more information on each performance category, refer to their respective help pages.

Other help pages you may also be interested in:

• Administration: EHR Reporting and Quality Measures
• Advancing Care Information
• Improvement Activities
• MACRA 2017 Overview
• Patient Scorecard
• Quality
• What Is MACRA and MIPS?

The Patient Scorecard offers a brief overview of the patient’s portal engagement and clinical quality measure evaluation. You can quickly manage the measures population and take the relevant action to remedy failing patients. We recommend checking the patient’s scorecard a part of your practice’s daily workflow.

The Patient Scorecard displays on the slide panel and is accessible from the same pages as Encounter Preview (Patient Tracker, Room Tracker, and Open Encounters).

The patient’s engagement with the patient portal is vital to passing measures in Advancing Care Information and passing Improvement Activities.

• To open the slide panel, click the appointment row. Encounter Preview displays.
• To open the Patient Scorecard, click . The alert in red indicates that there is at least one failing measure. If there is no alert, you are passing all measures.

• : Patient engagement action needs attention or a clinical quality measure is failing.
• : Patient engagement action has been performed or a clinical quality measure is passing.
• Under Patient Engagement, there are options to send reminders to the patient by clicking the appropriate button.
• In this example, to remind your patient to visit their portal and view their medical record, click Send View Reminder.
• Sending this reminder satisfies the Secure Message Sent action. After the patient views their medical record on the portal, the Medical Record Viewed action is satisfied.
• Under Clinical Quality Measures, click to edit failing measures (e.g., update the measure status, last value, add notes).
• indicates there is a note in the measure.

Other help pages you may also be interested in:

• Administration: EHR Reporting and Quality Measures
• MACRA Dashboard
• Patient Engagement Patient List
• Quality Measure Patient List

Use the Monthly Financial Summary Analysis Grid to review important financial values (e.g., charge, payment, adjustment) by provider using a custom date span.

Highlights

• The logic used to compile these values is designed only to match the payment-related columns of our old Monthly Financial Summary. All other columns are calculated differently.
• We updated charges, adjustments, and write-offs to only report by the transaction’s ledger date, thus helping users comply with accurate balancing procedures. These values will not match to the old Monthly Financial Summary.
• Reporting these values by ledger date guarantees these values will not change when comparing them at two different points in time as long as the the month has been closed.
• When entering transactions, the ledger date always defaults to the current date and thus is comparable to the created date unless it is changed at the time of entry.

Recommendations

• After the month is closed, you must not void any payments posted in the system. Failure to do so will result in changes to the reported payment values for past closed months. Only ledger date-based reports will not change if payments are voided after month close.
• We recommend that you apply all payments to a claim or tag the payment to a provider before closing the month. This is necessary to confirm all payments are reported to a provider at month close. Failure to do so will result in inaccurate allocation of payments to each provider.

Basics

• Combines transaction, payment, and charge data.
• Reporting data is as of the end of the previous Day
• Data is available starting January 1, 2016
• Report Type: Practice Performance
• Report Name: Monthly Financial Summary – Analysis Grid

• From the menu bar, hover the cursor over Reports and then click Reports.

• You are navigated to the Reports home page. Select:
• Report Type: Practice Performance
• Report Name: Monthly Financial Summary – Analysis Grid
• Select a reporting period.
• Date Type: Deposit date, payment created date, and payment date
• For details on each date type as they relate to each value, review the table below.
• Select a time period or enter a start date and end date.
• Click Generate Report.

• Review the table below for detailed report information.

Report Details

We define columns and date types as they related to each column. To match these columns to a detailed report, use the recommended reports in the Matching Reports column.

Other help pages you may also be interested in:

• Report Glossary
• Reports Reporting Suite

The AR roll forward reports are designed to track balance-changing transactions (for both insurance and patient) and balance the AR. The purpose of this report is to prove that the AR is balanced.

We group the AR roll forward reports by provider and by payer so you can generate a report for each. Run an AR report to compare to the AR roll forward report. Run the AR report on the same day of close to match total AR balances.

• Transaction-based report
• Report Type: Accounts Receivable
• Report Name: AR Roll Forward by Payer or AR Roll Forward by Provider

Formulas

How to balance AR: Starting AR (SAR) + Change in AR (CAR) = Ending AR (EAR)

• Ending AR = Starting AR + Change in AR
 
• CAR = Charges – Total Payments – Adjustments – Write-offs
• True end of month AR = Ending AR – CAR of overlapping transactions

Definitions and Notes

• Starting AR: Ending AR from the previous month
 
• Ending AR: Total balance from charge ledger on the month end close date. Captured on the night of the selected close date each month.
• Balance-changing transactions: Includes charges, insurance payments, patient payments, adjustments, and write-offs. These represent the CAR.
 
• CAR events: Reported by ledger date in the closed month.
• Overpayments: Included in the report to track total applied payments. It is not included in the CAR calculation because it does not reduce the balance of the claim.
• Overlapping transactions: Subtracted from the Ending AR. Created from the start of the new month until the current month’s month end close date with a ledger date in the new month.
• Example: Month end close date for May is June 5. Transactions posted from June 1 through June 5 with a ledger date in June are overlapping transactions.
 
• AR Roll Forward reports contain data as of March 2016.
 
• The previous month is preselected by default in the report.

• From the menu bar, hover the cursor over Reports and then click Reports.

 

 
• For Report Type, select Accounts Receivable.
 
• For Report Name, select either AR Roll Forward by Payer or AR Roll Forward by Provider.
 
• Click Generate Report.

 
• An example of a report grouped by provider.
 
• The prior month is selected for the report date by default. If you want a different report date, select a different month (and year, if necessary) and click Generate Report.
 
• If there is no data, the report generates all zeros.

Using the last entry (Jack Johnson) as an example, to calculate the true end of month AR, we must first calculate the Ending AR.

• SAR = $86,528.74
• CAR = Charges ($1001.74) – Total Payments ($0) – Adjustments ($0) – Write-offs ($20) = $981.71
• EAR = SAR ($86,528.74) + CAR ($981.71) = $87,510.45

To calculate the true end of month AR, we need to calculate the CAR of April’s overlapping transactions. If the month end close date for April is May 5, we take all of the posted transactions from May 1 to May 5 that have a May ledger date. Remember that transactions that are posted in May do not necessarily have a May ledger date. Assuming that that following May ledger date transactions posted from May 1 through May 5, these are the overlapping transactions for April:

• Charges = $1000
• Total payments = $100
• Adjustments = $75
• Write-offs = $25

The CAR of April’s overlapping transactions = $1000 – $100 – $75 – $25 = $800.

The true end of month AR = Ending AR ($87,520.45) – CAR of overlapping transactions ($800) = $86,720.45

Other help pages you may also be interested in:

• Reports Reporting Suite
• Report Glossary

The EHR’s Dashboard’s Notification Center contains all of the notifications users did not act upon.

Currently the Notification Center only includes Encounter Chat notifications. More types of notifications will be available in future releases.

• In the upper right corner of EHR Dashboard’s top toolbar is the Notification Center icon. Any time you receive a new notification, the green indicator bounces and displays. The green indicator continues to display until you click it to view your Notification Center.
• To view the notifications, click .

• When you dismiss a notification fly-out, that notification displays here. Notifications from the same Encounter Chat are condensed into a single notification stating the total number for new messages and comments.
• Notifications highlighted in blue are new.
• To clear a single notification, click the x.
• To clear the entire day’s notifications, click Clear.

• To view the chat message in Encounter Chat, click the notification. Encounter Chat opens next to the Notification Center and displays the message.

Other help pages you may also be interested in:

• Encounter Chat

Electronic prior authorizations (ePA) eliminate the wait time that patients could potentially experience while attempting to fill a prescription that requires a prior authorization. Learn how to send ePAs to the pharmacy and how to track the progress of the ePA from the Pharmacy Alerts page.

Send an ePA

ePAs are initiated during the e-prescribing process and, as such, can be initiated from either the encounter or the Medication List. Our example
e-prescribes from an encounter.

E-prescribe a Medication

• From an encounter, select P > Prescribe from the SOAP menu.
• Select the desired medication’s checkbox.
• Click ePrescribe.

• You are alerted if a prior authorization (PA) may be required.
• To initiate the prior authorization process, click Create.

Search for a Prior Authorization Form

• Type search terms. In our example, we are searching for an Aetna PA form.
• Select the desired form. The selected form displays on the left side.
• You can choose to use this preauthorization request form to create the ePA or create a task for a medical staff member to complete the form.

Create an e-Prior Authorization Task

Create a task for a medical staff member to create the ePA.

• Click Create Task.

• The e-Prior Authorization task type is preselected.
• Complete the task form and then click Save.

Send the ePA to the Plan

• To use the preauthorization request form you selected, click Save.
• Complete the form and then click Save.

• After you have saved the completed form, click Send to Plan.
• Monitor the status of your prior authorization request on the Pharmacy Alerts page.

Monitor Prior Authorizations

Keep track of prior authorization requests from the Prior Authorizations tab on the Pharmacy Alerts page.

• Click .
• Select the Prior Authorization tab.
• To view the preauthorization request, click the Auth ID.
• To narrow down the displayed list, click the filter that indicates the desired status.

Filters and Statuses

The following lists the filters and their statuses.

• Closed
• Archived
• Cancelled
• Request Failed
• Determined
• Appeal Approved
• Appeal Denied
• Approved
• Denied
• New/Awaiting Action
• New
• Response Needed
• Sent to Plan
• Appeal Sent
• Sent

The Daily Payment Analysis Grid is the real-time version of the Payments Analysis Grid and can only be generated for the current day. This article provides instructions on how to customize this report and then save the report as a bookmark for later use.

A frequent use case for this report is data by user, applied amounts, and unapplied amounts.

Basics

• Payment-based report
• Reporting data is real time
• Report Type: Payment
• Report Name: Daily Payment – Analysis Grid

• From the menu bar, hover the cursor over Reports and then click Reports.

• You are navigated to the Reports home page. Select:
• Report Type: Payment
• Report Name: Daily Payment – Analysis Grid
• Select the date type for the reporting period.
• Select other desired filters.
• Click Generate Report.

Customize Columns

• To open the table configuration options, click .
• Columns is the default selection.
• Select the checkbox(es) for which table columns to display. We selected User ID, Applied Amount, and Unapplied Amount in our example.
• Click OK.

• Added columns display.
• Tip: Columns are movable in analysis grids. Hover the cursor over the six dots on the left of the heading of the column you want to move. The cursor changes to a double-ended arrow (Windows) or an arrow pointing left (Mac). Click and drag the column to the desired location.
• We moved the Applied Amount, Unapplied Amount, and Total Amount columns next to Payment Source.

Group Data

• Click Group.
• Select the Grouping Column. We chose User ID.
• Click Add.

• Data rows are grouped by user ID.

Aggregate Data

Users can use aggregate functions (e.g., sum, average, count) to calculate multiple data rows based on specific criteria to form a single value.

• Click Aggregate.
• Select the Data Column for which to calculate. We selected Unapplied Amount and Total Amount.
• Select the Aggregate Function (calculation to perform). Depending on which data column is selected, the aggregate function options change. We selected Sum.
• Select the Results Positioning (where the result will display). If you have more than one aggregate, the last position you selected will apply. We selected Top.
• Click Add.

• Sums are calculated for the Unapplied Amount and Total Amount columns.

Save as Bookmark

Users can save frequently used reports.

• After you are done customizing your report, click Save Bookmark.

• Enter the bookmark’s description.
• Click Save Bookmark.

Open Saved Bookmark

• Click View Bookmarks.

• Bookmarked report displays.
• The bookmark’s description displays in parentheses next to the report name.

Other help pages you may also be interested in:

• Report Glossary
• Reports Reporting Suite