SOAPware Learning CenterSLC Clinical Manual Meaningful Use Patient DashboardOutgoing Transition of Care Patient - Summary of Care

Outgoing Transition of Care Patient - Summary of Care

Providers whom transition or refer their patients to another setting of care or provider of care can now provide a summary care record for each transition of care or referral.

*REQUIRED FOR MEANINGFUL USE (MU) OPTIONAL MENU SET (CHOOSE 5 OF 10)

TRANSITION OF CARE SUMMARY- Click here to view Meaningful Use Criteria

Opening the MU Patient Dashboard

Opening the MU Patient Dashboard

Click on View > MU Patient Dashboard.

*Note: Make sure that a patient's chart is open and that the patient has an active encounter during the time period the analytics are being gathered.

MU Patient Dashboard - Outgoing Transition of Care Patient

MU Patient Dashboard - Outgoing Transition of Care Patient

At the bottom of the MU Patient Dashboard, Click in the box next to "Outgoing Transition of Care Patient" to indicate that this patient is being transitioned or referred to another setting of care or provider of care.

Printing a Transition of Care (TOC) Summary

Printing a Transition of Care (TOC) Summary

After checking the "Outgoing Transition of Care Patient" box, a new item will appear in the MU Patient Dashboard.  Click on the words "Summary of Care on TOC."

Printing a TOC Summary: Verification Prompt

Printing a TOC Summary: Verification Prompt

Click "Yes" to indicate that a Transition of Care Summary is being provided to the receiving facility.

Printing a TOC Summary: CCR Information

Printing a TOC Summary: CCR Information

Using the drop-down menu options, fill out the appropriate information.

Click OK when finished.

Printing a TOC Summary: Print Dialog

Printing a TOC Summary: Print Dialog

Select the desired printer and Click the "Print" button to print the patient's TOC summary in CCR format.  

Providing the Summary Care Record to the Next Provider

For more information and requirements on providing the summary care record to the next provider, please refer to the CMS guidelines in the following reference document: see, CMS Transition of Care Summary. Please review this document, as well as the Additional Information section of the document for further explanation.

TOC Summary: CCR Format

TOC Summary: CCR Format

Above in an example of the beginning of the printed TOC Summary in CCR format.

Meaningful Use Dashboard - Outgoing Transition of Care

Meaningful Use Dashboard - Outgoing Transition of Care

To review a provider's statistics for Outgoing Transition of Care Summary, Click on the SOAPware menu > Meaningful Use Dashboard.

Meaningful Use Dashboard - Outgoing Transition of Care Summary

Meaningful Use Dashboard - Outgoing Transition of Care Summary

1. Select a provider.

2. Select a "snapshot" date. (Note:  the statistics displayed will be for the 90 days previous to the date selected.)

A green check mark indicates that the item has met the Meaningful Use requirements.  A gray X means that the meaningful use requirement has not yet been met.

A user is also able to view the percentage met for a particular provider, as well as the numerator and denominator, to the right of the Meaningful Use item.