8. Transition of Care Summary

This lesson will demonstrate the steps necessary to meet the Meaningful Use requirement for Clinical Summaries - at Care Transitions.

Version:

SOAPware 2011 or later must be used.

Note: To determine the version of SOAPware being used, Click on Help > About SOAPware. This will open a window which will show the version and build of SOAPware currently in use.

Dashboard:

This requirement will be tracked via the Meaningful Use Dashboard or the MU Patient Dashboard.

Measure Criteria

Objective: The EP who transitions their patient to another setting of care or provider of care of refers their patient to another provider of care should provide summary care record for each transition of care or referral.

Measure: The EP who transitions or refers their patient to another setting of care or provider of care provides a summary of care record for more than 50 percent of transitions of care and referrals.

For more detailed information on this measure, please Click on the "Reference" link below. This CMS documentation includes information on exclusions, attestation requirements, a definition of terms and important additional information.

CLICK TO VIEW THE CMS DOCUMENTATION ON THIS MEASURE:

Reference: CMS: Transition of Care Summary

Measure Calculation

Denominator: The number of face-to-face encounters that have the "Outgoing Transition of Care Patient" box checked within the Meaningful Use Patient Dashboard.  By placing a check in this box, this will add "Transition of Care Summary" to the Patient Dashboard list and will increase the denominator.

Numerator: The number of encounters in the denominator for whom the user has indicated that a summary of care has been provided to the other provider of care.  When a user clicks on the "Transition of Care Summary" item in the Patient Dashboard, they will be asked the following question: "Will a Summary of Care be provided to the receiving facility?".  If the user answer yes, this will be counted in the numerator.  If the users answers no, it will not be calculated in the numerator.  The user will then be able to print the summary in CCR format to provide to the receiving facility.

Threshold: The resulting percentage must be more than 50%.

* Scoring is individual, provider-based and not practice-wide.

Summary

For instructions on how to provide the transition of care summary, see: Transition of Care - Summary of Care.

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.

MU Patient Dashboard

This measure is tracked in the MU Patient Dashboard under "Transition of Care Summary".  In SOAPware versions prior to 2012.0.313, this item will be listed in the Patient MU Dashboard as "Summary of Care on TOC".  This item will only appear when the "Outgoing Transition of Care Patient" item has been checked.  

The MU Patient Dashboard can be viewed by selecting View > MU Patient Dashboard.

Once a Summary of Care on TOC has been provided for the active patient, the MU Patient Dashboard icon will change to a green check mark.

Note: The MU Patient Dashboard will be grayed out if there are no SOAPnote encounters. It will also remain grayed out if the active SOAPnote encounter is signed off or if the SOAPnote encounter is a Non Face-to-Face encounter.

Meaningful Use Dashboard

This measure is tracked in the Meaningful Use Dashboard under "Transition of Care Summary". In SOAPware versions prior to 2012.0.313, this item will be listed in the Patient MU Dashboard as "Summary of Care on TOC".

The Meaningful Use Dashboard can be accessed by selecting SOAPware > Meaningful Use Dashboard.

The Meaningful Use Dashboard will display the Numerator, Denominator and percentage for this measure, as well as, graph the Trend for the dates selected.  Please see the following link for instructions on using the Meaningful Use Dashboard: Meaningful Use Dashboard.

*Note: The dashboard icon will display a gray X if the threshold for this measure has not been met for the selected reporting period. The icon will change to a green check mark once the threshold for the meaningful use measure has been met.