Advancing Care Health Information Exchange

Preparation for Direct Messaging:◦ There are several tasks you should do now in preparation to successfully meet this objective.

1. Each provider needs to log on to Sammy and click the Direct button located in the Notification Center to make sure you were assigned a Direct Message email address.

Only doctors have access to

Direct Messaging

The Direct Email address is a special address to be used to share Patient information between Providers securely.

Look in the top left corner for an email address:<Provider name@sammyehrdirect.com>

◦ If you do not have a direct email address, please send an email to training @icssoftware.net and we will arrange one for you.

You are not able to use any other email address like @gmail, @yahoo, @aol as these addresses are not secure.

2. You need to complete the vetting process in order to use your Direct Message Email

After you verify you have a direct message email address you need to have it vetted.

◦ Click on the tab that states Complete Vetting Process and follow the prompts. It is recommended that the provider do the vetting as there are a series of personal and business questions asked.

3. Setting up Referring Doctors in Sammy

Contact the providers you normally refer your patients to for continuation of care. You need to add these providers into the Physician Library using the Search State listing button.

◦ A provider must have an NPI number to be eligible for direct messaging.

◦ Verify if they have established a direct email address so it can be added to their physician library entry.

See next slide for the setup in the physician library.

Enter the Referring Provider’s Direct Email in this field.

Type in the provider’s name you are searching for then click on the Search State Listings button.

• Adding a Referring Doctor to the Physician Library

Accessing ToC for Health Information Exchange

◦ For MIPS 2017, each provider should refer a patient to another medical professional at least 1 time.

◦ When you do a referral OUT to another provider (PT, specialist etc…) you must send a transition of care document electronically via direct message.

◦ Step 1: Select the patient

◦ Step 2: Click on Make Changes and click on More Patient button

◦ Step 3: Click on Care Transitions tab all the way to the right of the more patient screen.

Transition of Care OUT (Referral)

TOC is also in SamNotes

Using TOC for Health Information Exchange Step 4: Click on New ToC TO A Provider

Step 5: Click on the doctor that is sending the referral (doctor in your office), then click the search button and search for the doctor that you are sending the patient to as well as the reason for the referral. The transition date should be during the reporting period.

Step 6: Click OK

Creating a ToC document Step 7: Select the transition of care line then click on Create ToC Summary.

Step 8: The ToC Summary document will look very similar to a Clinical Summary. Choose a date range to scan for the latestOffice visits and claims. Then click the Use Dates button. Scroll down through the document to uncheck or check the information you want included in the final ToCdocument. When done click on the Apply button.

1. Click link with the From and To Provider names.

2. Then click the Create ToCSummary button

Using a TOC document for Direct Message

Step 9: A ToC document must be sent electronically to pass Health Information Exchange.

Step 10: Please click the button labelled Send via Direct Message.

Click this button to send the TOC

document electronically

• The ToC document will be included as an attachment.

The Direct Message Mail box will open:

Searching for providers with Direct Email addresses:◦ If the provider was added to the physician library, double

click on the To: field to display the list of physicians. Double click on the physician you are addressing the message to.

◦ If you want to search for a physician in the list of known providers that have a vetted email address in the Updoxnetwork, you can type in the To: field their last name, which will display a list of providers that match.

◦ Double click on the correct doctor.◦ Type in a Subject and Message and then press the Send

button.