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Kareo Help Center

Objective 5: Health Information Exchange


The Eligible Professional (EP) that transitions or refers their patient to another setting of care or provider of care must use Certified Electronic Heath Record Technology (CEHRT) to create a summary of care record and electronically transmit such summary to a receiving provider for more than 10% of transitions of care and referrals.

  • Exclusion: Any EP who transfers a patient to another setting or refers a patient to another provider less than 100 times during the EHR reporting period.

For an EP to successfully attest for Objective 5, they will need to provide an electronic Summary of Care for more than 10% of patients who are being transitioned to another provider’s care. The patient’s note is marked as “transferring” and a transition of care document created.

Creating a Transition of Care (TOC) is typically done when referring a patient to another provider. Providers choose which items to include in the patient's Summary of Care, and then send the referral by Updox. Your referral history can be viewed on the Tasks page, under the Referrals tab.

  • Updox is a secure electronic messaging system that enables transmission of Protected Health Information (PHI) to other authenticated providers. This requires a one-time setup and authentication with Updox.
  • The recipient provider's secure direct messaging email address is required.


An EP must report the thresholds for this measure as generated by the Meaningful Use Functional Measures Report for the designated reporting period.   

Audit Documentation

We recommend that a copy of your Meaningful Use Functional Measures Report is placed in your audit folder and retained for a minimum of 6 years after your attestation. Your audit folder will provide necessary verification if you are selected for a CMS Incentive Program audit.