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This information be used only to assist healthcare providers in attesting for Meaningful Use. It is the responsibility of each provider to assess and comply with Meaningful Use Rules and Regulations as is appropriate. PBSI is not responsible for providers becoming compliant. PBSI–EHR v.3.1 Solutions Supporting Documentation Guidelines for CMS EHR Meaningful Use 2012 Attestation for Medicare Practices Notes: This document is a supplement to EHR Client Training Meaningful Use Workbook.doc. All documentation used for attestation should be saved for 6 years in case of audit. Whenever possible, include date in lower right hand corner in screen prints. Obtaining Supporting Documentation from your PBSI-EMR A. The following processes need to be in place for the ‘entire period’ or the ‘length of the reporting period’. Screen prints should be taken prior to the measurement start date. If you attested in 2011, your screen shots from last year would be documentation for the start of the measurement period. PBSI would recommend that you repeat these near the end of the measurement period. 1. Implement drug formulary checks – See Exhibit A 2. Implement drug-drug and drug-allergy interaction checks – See Exhibit B 3. Implement one Clinical Decision Support Rule – See Exhibit C B. A patient list needs to be created and printed once during the measurement period for each EP. See Exhibit D C. Work with PBSI to obtain during the measurement period: 1. Exchange of Key Clinical Info (CCD) D. If you have given immunizations or flu shots, register and submit to or obtain exclusion for Immunizations or Public Surveillance depending on the capabilities of your state. E. Perform Security Risk Assessment – this should be done prior to the end of the reporting period F. Immediately after the end of the reporting period run: 1. Provider Meaningful Use Report – See Exhibit E 2. NQF Reports – See Exhibit F

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This information be used only to assist healthcare providers in attesting for Meaningful Use.

It is the responsibility of each provider to assess and comply with Meaningful Use Rules and Regulations as is appropriate.

PBSI is not responsible for providers becoming compliant.

PBSI–EHR v.3.1 Solutions

Supporting Documentation Guidelines for CMS EHR Meaningful Use

2012 Attestation for Medicare Practices Notes: This document is a supplement to EHR Client Training Meaningful Use Workbook.doc.

All documentation used for attestation should be saved for 6 years in case of audit. Whenever possible, include date in lower right hand corner in screen prints.

Obtaining Supporting Documentation from your PBSI-EMR

A. The following processes need to be in place for the ‘entire period’ or the ‘length of the reporting period’. Screen prints should be taken prior to the measurement start date. If you attested in 2011, your screen shots from last year would be documentation for the start of the measurement period. PBSI would recommend that you repeat these near the end of the measurement period.

1. Implement drug formulary checks – See Exhibit A 2. Implement drug-drug and drug-allergy interaction checks – See Exhibit B 3. Implement one Clinical Decision Support Rule – See Exhibit C

B. A patient list needs to be created and printed once during the measurement period for each EP. See

Exhibit D

C. Work with PBSI to obtain during the measurement period: 1. Exchange of Key Clinical Info (CCD)

D. If you have given immunizations or flu shots, register and submit to or obtain exclusion for

Immunizations or Public Surveillance depending on the capabilities of your state.

E. Perform Security Risk Assessment – this should be done prior to the end of the reporting period

F. Immediately after the end of the reporting period run: 1. Provider Meaningful Use Report – See Exhibit E 2. NQF Reports – See Exhibit F

This information be used only to assist healthcare providers in attesting for Meaningful Use.

It is the responsibility of each provider to assess and comply with Meaningful Use Rules and Regulations as is appropriate.

PBSI is not responsible for providers becoming compliant.

Exhibit A: Implement drug formulary checks

From the File Maintenance Menu go to Practice and Locations/Rooms/Printers; Select Practice and hit <Update>; Select <RxHub> tab. Verify that the Active? box is checked.

This information be used only to assist healthcare providers in attesting for Meaningful Use.

It is the responsibility of each provider to assess and comply with Meaningful Use Rules and Regulations as is appropriate.

PBSI is not responsible for providers becoming compliant.

Exhibit B - Implement drug-drug and drug-allergy interaction checks. This functionality is part of the PBSI system and doesn’t have setup for turn on or off. For documentation, capture the screen below that documents the Severity level check or capture a screen print from an actual client prescription that has an interaction warning. From the File Maintenance Menu go to Providers/Hierarchy/ProviderStaff; Select Provider and hit <Update>; Select <Prescription> tab. Capture for each EP.

This information be used only to assist healthcare providers in attesting for Meaningful Use.

It is the responsibility of each provider to assess and comply with Meaningful Use Rules and Regulations as is appropriate.

PBSI is not responsible for providers becoming compliant.

Exhibit C: Implement one Clinical Decision Support Rule From the main menu go to Patient List

• Click on <Retrieve / Save> and select one of the CDSS queries that was setup for your practice

• Click on Display Patient List

• Open a chart for a patient that this would apply to by double clicking on Patient Name in the bottom grid. The red CDSS button should appear on the encounter and superbill.

This information be used only to assist healthcare providers in attesting for Meaningful Use.

It is the responsibility of each provider to assess and comply with Meaningful Use Rules and Regulations as is appropriate.

PBSI is not responsible for providers becoming compliant.

This information be used only to assist healthcare providers in attesting for Meaningful Use.

It is the responsibility of each provider to assess and comply with Meaningful Use Rules and Regulations as is appropriate.

PBSI is not responsible for providers becoming compliant.

Exhibit D: Patient List From the main menu go to Patient List

• Setup a query to be used for Patient List. This should have some real application to your practice and utilize a problem or diagnosis.

• Take a screen shot of the Patient List panel

• Print and save the report.

This information be used only to assist healthcare providers in attesting for Meaningful Use.

It is the responsibility of each provider to assess and comply with Meaningful Use Rules and Regulations as is appropriate.

PBSI is not responsible for providers becoming compliant.

Exhibit E; Provider Meaningful Use Report

• From the main menu go to Meaningful Use | Provider Calculations

• Run for 2012; All Eligible Providers; Date for a 90 day period if first year of attestation or full calendar in subsequent years

• Hit <Search> then <All> to select all measures then <Calculate>

• Hit <Report> to print report

This information be used only to assist healthcare providers in attesting for Meaningful Use.

It is the responsibility of each provider to assess and comply with Meaningful Use Rules and Regulations as is appropriate.

PBSI is not responsible for providers becoming compliant.

Exhibit F: NQF Reports

• From the main menu go to Meaningful Use | Work with NQF Reports

• Run each of your 3 core and 3 additional reports (note that for 0028, you must run as 0028-a and 0028-b), by hitting <Add> and entering the Measure ID in the type field and the same date range as used for the Meaningful User Reports.

• Hit <Refresh>. Once status is “Complete”, hit <Report> to print report.

• Do not delete the versions of the reports used for reporting as detail reports are available if needed for audit.

• Verify that each report has a denominator greater than 0 for each provider. If not, alternate reports will need to be run and reported.