Objective
Use certified EHR technology to identify patient-specific education resources and provide those resources to the patient if appropriate.
Description
More than 10% of all unique patients seen by the eligible provider (EP) are provided patient-specific education resources.
Performance metric
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 documentation reflects patient-specific education materials were provided (percentage of clinical encounters that have the Patient-Specific Education Materials check box selected).
Ratio
The resulting percentage should be more than 10%.
Exclusion
Any EP who has no office visits during the reporting period.
Notes
• Using the Practice Partner Patient Education module and Infobutton feature to connect to the UpdtoDate website are means by which the requirements for this objective can be met successfully. (Patient Education is considered an add-on product and must be purchased and installed.)
• Other internal and/or external web-based resources may be used to provide patient education.
They must be set up and configured under the External Systems in the EHR. External Systems can be used to access internet websites or internal document repositories. These can be accessed through the Labs, Problems, Allergies, and Rx/Medications areas of the application.
• Printing or e-mailing a prebuilt Practice Partner Patient Education handout will automatically update the clinical encounter.
Configuration Chapter 13 - Core Objective 13 - Provide Patient-Specific
• The clinical encounter also can be updated with the following Dot code statement in a note:
.ED:Y.
Figure 68. Clinical Encounter Edit screen
Configuration
If your practice/provider wants to set up an external system to connect to a healthcare website or an internal document repository, complete the steps in “Part 1 - Setting up a new Patient Education category under the External Systems section” on page 108.
If an External System is set up, best practice is to edit the note templates to add the Dot code statements as listed in “Part 2 - Note template changes” on page 109.
Part 1 - Setting up a new Patient Education category under the External Systems section
Operators who set up and maintain the external systems must have appropriate access to do so.
To enable the access level for External Systems, go to Access Levels > General > External Systems/Proxy Settings. The steps for adding and editing access levels have not changed since previous versions of the product. Follow the same process as before.
Chapter 13 - Core Objective 13 - Provide Patient-Specific Education Configuration
To set up a new Patient Education category in External Systems:
1. Select Maintenance > Set Up > External Systems. The External Systems screen appears.
Figure 69. External Systems screen
2. Click the New button. The New External System screen appears.
Figure 70. New External System screen
3. Enter a name and description for the external system (for example, WebMD).
4. In the Type field, select Patient Education.
5. In the URL field, enter the URL you use to access the external system website. You must include the web protocol in the web address (for example, http://www.webmd.com).
6. You can leave the Identifier and Password fields blank.
7. In the Global Consent field, select Yes or leave it blank.
8. Click the Create button to save.
Part 2 - Note template changes
You may want to configure templates and QuickText to facilitate easy documentation in notes of the provision of patient education resources.
A template might include: .ED: <<DEL>> <<Y>>
Configuration Chapter 13 - Core Objective 13 - Provide Patient-Specific
A QuickText example might include a QuickText <<Patient Education>> with .ED:Y embedded into it.
Consider adding the <<PUSH>> label marker if needed. For more information, see the PUSH and ENTER Label Markers topic in the online help.
• For easy access to patient education handouts that are used very often (for example, an A1C test handout for diabetic patients at a family practice), you can insert e-link labels for such material into the note templates used most often. For more information, see the Using Permanent Hyperlinks in Note Templates in the online help.
• If a practice uses a lot of preprinted educational pamphlets, brochures, and so on as part of its workflow for education, consider building a picklist or QuickText with the titles of all of the materials to aid in documentation, in addition to the .ED:Y Dot code statement.
Chapter 13 - Core Objective 13 - Provide Patient-Specific Education End user training
End user training
Option 1 - Providing educational materials from Practice Partner’s Patient Education module
Open a patient’s chart and click the Pat Ed button on the toolbar.
Figure 71. Pat Ed button
The prebuilt Practice Partner Patient Education module launches and allows you to search for and print and/or e-mail an appropriate handout for a patient.
Figure 72. Patient Education module
The workflow steps for launching and printing patient education material as described have not changed since previous versions of the product. For more information, see the Patient Education Overview topic in the online help.
End user training Chapter 13 - Core Objective 13 - Provide Patient-Specific
Option 2 - Providing patient education materials from configured external systems
You can right-click on any of the data elements in the following chart tabs and select Patient Education to access the Patient Education module.• Lab Data Table • Most Recent Labs • Rx/Medications • Problem Lists • Allergies
Figure 73. Problems/Procedures screen
If external systems are configured to launch other resources, they will first display upon right-clicking. Highlight and click the OK button.
Figure 74. Select the Patient Ed... screen - OK button
Chapter 13 - Core Objective 13 - Provide Patient-Specific Education End user training
If you click the Cancel button, Practice Partner’s Patient Education module displays.
Figure 75. Select the Patient Ed... screen - Cancel button
Option 3 - Infobutton search
Context-aware searches allow you to obtain provider and patient reference material based on your patients’ demographics, vital signs, medications, problems, labs, allergies, and procedures.
Right-click on any of the data elements in the following chart tabs and select Infobutton Search - Provider or Infobutton Search - Patient to access the Infobutton search.
• Lab Data Table • Most Recent Labs • Rx/Medications • Problem Lists • Allergies
Figure 76. Problems/Procedures screen
By default, Practice Partner uses UpToDate® as the knowledge resource for Infobutton searches.
End user notes Chapter 13 - Core Objective 13 - Provide Patient-Specific
A subscription to the UpToDate® website is required if you want to use the default Infobutton search configuration.
Your organization can use an alternative knowledge resource for Infobutton searches, if desired.
For more information on the UpToDate® integration, see the Infobutton Search topic in the online help.
End user notes
• When a patient education handout it printed and/or e-mailed from the Practice Partner Patient Education module directly, the system automatically updates an existing clinical encounter for that date associated with that provider to select the Patient-Specific Education Materials check box.
If there is no matching clinical encounter for that date and provider, the system prompts the operator to create one.
• McKesson recommends that, as best practice, all sites ensure that clinical encounters are created prior to printing or e-mailing any patient education material. This minimizes the potential for extra clinical encounters that could affect metrics results for multiple objectives.
• When any education material is printed from an external system resource (an external website such as WebMD or an Infobutton resource such as UpToDate®) or educational pamphlets/
brochures are given to patients, the system does not automatically update an existing clinical encounter for that date associated with that provider. Therefore, EPs may consider using one of the following options.
- Use the .ED:Y Dot code statement in the progress note for the visit along with a brief description of the material provided (this is the recommended method).
- Manually update the clinical encounter by selecting the Patient-Specific Education Materials check box and enter a brief description of the material provided in the visit note (this method is not recommended).
• Verbal patient education is not considered enough to successfully meet this objective. Patients must be given material that they take with them.