ccd (summary of care document) - 166.78.170.144

Revision Date: 4/7/2014 CLIENT DISTRIBUTION

CCD (Summary of Care Document)

Meaningful Use Stage 1 Objective: Summary of Care (Transition of Care Summary) - Menu Measure: The eligible hospital or CAH that transitions or refers their patient to another setting of care or provider of care provides a summary of care record for more than 50 percent of transitions of care and referrals. Meaningful Use stage 2 Objective: Summary of Care- Core Must meet 3 Measures: Measure 1: The eligible hospital or CAH that transitions or refers their patient to another setting of care

or provider of care provides a summary of care record for more than 50 percent of transitions of are and referrals.

Measure 2: The eligible hospital or CAH that transitions or refers their patient to another setting of care

or provider of care provides a summary of care record for more than 10 percent of such transitions and referrals electronically (via direct messaging).

Measure 3: The eligible hospital or CAH must satisfy one of the two following criteria:

o Conducts one or more successful electronic exchanges of a summary of care document, which is counted in "measure 2" with a recipient who has EHR technology that was designed by a different EHR technology developer than the sender's EHR technology or

o Conducts one or more successful tests with the CMS designated test EHR during the EHR reporting period. (EHR Randomizer) www.ehr-randomizer.nist.gov

The CCD-Referral/Transitions Summary is used when referring the patient to another setting of care or provider after discharge. When providing the CCD there are three options: Print, Copy to Media, or Submit to Provider electronically. Please note: The only options that will be counted in Measure 1 for Summary of Care are the following options: Print Submit to Provider

The only option that will be counted in Measure 2 for Summary of care is: Submit to Provider Please Note: When sending to the provider/facility through direct messaging, the recipient of the direct message MUST be a fully accredited HISP. A list of HISPS can be found at http://www.directtrust.org/accreditation-status/ Only those HISPS that are FULLY ACCREDIATED have completed accreditation status and are found to be compliant. Candidates for Accreditation are not considered fully accredited HISPS.



In order for your patient to be present in the denominator of this measure one of the following will need to be accomplished: Indicate your patient is transferred/referral by the use of the Referral/Transfer Widget. This

can be set up via Flow Chart or Eform. This is recommended the widget be attached to any Discharge or Transfer Documents.

Follow Up Care question can be added to flow chart or Eform. The CCD-Referral/Transitions Summary document can be set up under any tab(s) in POC. It is recommended that this be available under the Transfer and/or Discharge tabs. Please note: Previous to 2014, the CCD-Patient Summary was set up on the virtual chart. It is recommended that this be removed and be replaced with CCD-Referral/Transitions Summary as this will be the only option that can be used to meet this measure.

To Access the Referral/Transition Widget: Pathway: Hospital Base Menu > POC > Select applicable patient on the Whiteboard > Select the applicable Flowchart or Eform > Select the Referral/Transfer Widget

Referral/Transfer of Care (this may be worded differently per facility)



New

Existing Referral/Transfer of Care documentation will show on this screen.

Select if Referral or Transition of Care. Next, select the provider from the look-up.

Double Click applicable provider



Fill in any other applicable information. Enter the Appointment Time in the area for

Additional Information

Save and arrow off

If the Provider does not exist in the table, the Provider information can be typed directly into the boxes.



Upon Transfer or Discharge, the CCD document needs to be provided. Prior to providing the CCD, the Problem List, Allergies and Home Medications must be addressed. Pathway: Hospital Base Menu > POC > Select applicable patient on the Whiteboard > Select the CCD-Transfer/Referral Patient Summary (under applicable tab)

Select CCD – Referral/Transitions

Once all applicable Referrals have been

documents, exit screen

To send electronically, select Submit to Provider of facility (Receiver must have a certified direct message email)

OK



Editing of the CCD-Referral/Transitions Summary can also be accomplished via the Edit Option below. A document can be edited before it is sent or released onto the Patient Portal. The following can be edited:

Certain Section of the Document Individual items on the Document

To print, select Print This will print to POC default printer

OK

To view the information, either click on one of the categories to the right or simply scroll down. When done viewing, exit out of the

screen.



Attestation Disclaimer: Meaningful Use attestation confirms the use of a certified Electronic Health Record (EHR) to regulatory standards over a specified period of time. CPSI and TruBridge Meaningful Use certified products, recommended processes and supporting documentation are based on CPSI’s interpretation of the Meaningful Use regulations, technical specifications and vendor specifications provided by CMS, ONC and NIST. Each client is solely responsible for its attestation being a complete and accurate reflection of its EHR use during the attestation period and that any records needed to defend the attestation in an audit are maintained. With the exception of vendor documentation that may be required in support of a client’s attestation, CPSI and TruBridge bear no responsibility for attestation information submitted by the client.

Use lookup to select provider or facility you are sending to

Send