Objective
Provide patients with the ability to view online, download, and transmit their health information within four business days of the information being available to the eligible provider (EP).
Description
More than 50% of all unique patients (or their representatives) seen by the EP are provided electronic access to their health information.
More than 5% of all unique patients (or their representatives) view, download, and/or transmit their health information to a third party.
Information that should be made accessible via portal:
• Patient name
• Provider’s name and office contact information • Current and past problem list
• Procedures list • Laboratory test results
• Current medication list and medication history
• Current medication allergy list and medication allergy history • Vital signs (height, weight, blood pressure, BMI, and growth charts) • Smoking status
• Demographic information (preferred language, sex, race, ethnicity, and date of birth) • Care plan field(s), including goals and instructions
• Care team members, including primary care physician (PCP) if available
For further details, refer to the following CMS tipsheet: http://www.cms.gov/Regulations-and-Guidance/Legislation/EHRIncentivePrograms/downloads/
Stage2_EPCore_7_PatientElectronicAccess.pdf
Performance metric Chapter 7 - Core Objective 7 - Patient Electronic Access
Performance metric
Measure 1: Patient has electronic access to his/her health information
Denominator
Count of unique patients with an Office Visit and/or Office Visit Prev. Med. and/or Prenatal Visit and/or Telemedicine Visit type clinical encounter associated with a given provider ID within the reporting date range.
Numerator
Portion of denominator configured to have Web View or RelayHealth portal access.
Ratio
The resulting percentage must be more than 50%.
Measure 2: Patients view, download, and/or transmit their health information
Denominator
Count of unique patients with an Office Visit and/or Office Visit Prev. Med., and/or Prenatal Visit and/or Telemedicine Visit type clinical encounter associated with a given provider ID within the reporting date range.
Numerator
Portion of the denominator where the patients have logged onto the Web View or RelayHealth portal to view, download, and/or transmit their health information to a third party.
Ratio
The resulting percentage must be more than 5%.
Important notes
Patients with access (username and password) to the Web View or RelayHealth portal are the only ones who have the ability to view, download, and transmit their health information.
The denominator for this objective includes ALL unique patients seen by the EP during the reporting period, not just those who have been given access to the Web View or RelayHealth portal. McKesson recommends that all patients be set up with access to the web portal with a username and password as best practice.
Exclusions
Any EP who:
Chapter 7 - Core Objective 7 - Patient Electronic Access Configuration
Configuration
Web View or RelayHealth portal must be installed and fully integrated prior to all configuration steps.
Measure 1: Patients given electronic access
Configuration for Web View
To set up Special Features:
1. Select Maintenance > Configuration > Special Features. The Special Features screen appears.
Figure 22. Special Features screen - General tab 2. Select the General tab.
3. Select the WebView Installed check box and click the OK button.
If this check box was not selected previously, you must exit the application and log back in.
Configuration notes
McKesson recommends that administrators predetermine a standard methodology for assigning user names and initial (temporary) passwords to patients when providing them with access to Web View. For example, Username = FName, LName and Password = Welcome1.
End user training for Web View Chapter 7 - Core Objective 7 - Patient Electronic Access
End user training for Web View
To enable Web View access for patients:
1. Open the Patient screen and select the Configuration tab.
Figure 23. Patient Edit screen - Configuration tab
2. Select the Allow Web View access for patient check box.
3. Enter the patient’s username and initial password in the Login name and Initial password fields.
4. Click the OK button to save.
5. Provide the patient with instructions for accessing Web View.
Configuration for RelayHealth
Once RelayHealth has been installed and integrated with the EHR, further configuration is not required in the application.
McKesson recommends that all offices use a standard predetermined format for the user IDs (FName, LName) and temporary passwords (Welcome1). The patients will be prompted to change
Chapter 7 - Core Objective 7 - Patient Electronic Access End user notes
2. Open the Patient Edit screen and select the Configuration tab. The Patient Connected via RelayHealth check box is available once RelayHealth has been installed and integrated.
Figure 24. Patient Edit screen
3. Select the Patient Connected via RelayHealth check box and click the OK button to save.
4. Provide the patient with instructions to access the RelayHealth portal web page.
End user notes
When a patient logs into the portal for the first time, he/she is prompted to reset his/her (temporary) password.
If a patient needs to reset his/her Web View password any time after that, an operator may assign a new temporary password by clicking the Reset Password button on the Patient Edit screen - Configuration tab. The RelayHealth password reset is done in the RelayHealth portal application.
The act of giving a patient access to Web View or RelayHealth portal by assigning him/her a username and password triggers the performance metrics for this objective.