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Kareo Help Center

Objective 5: Patient Electronic Access

Updated: 10/21/2019
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Medicaid Promoting Interoperability - Stage 3

Objective: The eligible professional (EP) provides patients (or patient-authorized representative) with timely electronic access to their health information and patient-specific education.
Measure 1 - Access: For more than 80 percent of all unique patients seen by the EP:
  1. The patient (or the patient-authorized representative) is provided timely access to view online, download, and transmit his or her health information; and
  2. The provider ensures the patient’s health information is available for the patient (or patient-authorized representative) to access using any application of their choice that is configured to meet the technical specifications of the Application Programming Interface (API) in the provider’s certified electronic health record technology (CEHRT).
Denominator: The number of unique patients seen by the EP during the EHR reporting period.
Numerator: The number of patients in the denominator (or patient-authorized representative) who are provided timely access to health information to view online, download (VDT), and transmit to a third party and to access using an application of their choice that is configured to meet the technical specifications of the API in the EP’s CEHRT.
  • Patients or their authorized representative must be invited to join the patient portal.
  • Encourage patients or their authorized representative to complete the patient portal set up and view their health records for any period of time by accessing View Health Records.
Measure 2 - Patient Education: The EP must use clinically relevant information from CEHRT to identify patient-specific educational resources and provide electronic access to those materials to more than 35 percent of unique patients seen by the EP during the EHR reporting period.
Denominator: The number of unique patients seen by the EP during the EHR reporting period.
Numerator: The number of patients in the denominator who were provided electronic access to patient-specific educational resources using clinically relevant information identified from CEHRT during the EHR reporting period.
Exclusions: An EP may take an exclusion for either measure, or both, if either of the following apply:
  • He or she has no office visits during the EHR reporting period.
  • He or she conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the Federal Communications Commission (FCC) on the first day of the EHR reporting period.
Attestation: An EP must submit the numerators and denominators generated by the Medicaid Promoting Interoperability dashboard.
Audit Documentation: We recommend that a copy of your Medicaid PI report is placed in your audit folder and retained for a minimum of 6 years after your attestation.  Your audit folder should provide necessary verification if you are selected for a CMS Incentive Program audit.