To access the MU Patient Dashboard, begin by opening the patient's chart. Then, Click on View > MU Patient Dashboard.

When the dashboard first opens, the patient compliance displays, represented by a percentage. To view the individual areas of compliance, the user may need to Click on the small arrows to the right of the compliance details to drop-down the additional information.

The detailed list displays the areas of Meaningful Use for this patient. To record any of the necessary information, simply click on the underlined item. The above example shows a patient whom is currently meeting all of the MU Requirements.

If an area of Meaningful Use is not met for this patient, the item will be represented with a red X next to the underlined item, with a red highlight behind it. The Patient Compliance percentage will also reflect that the patient is not meeting 100% of the patient-specific Meaningful Use requirements.

For example, Clicking on Medical Summary opens Print Menu box to print the patient's summary information. After this information is printed, the red X next to Medical Summary will change to a green check mark .

In addition, notice the Incoming and Outgoing "Transition of Care Patient" boxes at the bottom. These will both default to be unchecked, but checking each box will add additional items for "Summary of Care on TOC" and for "Medication Reconciliation" to the above list.

The MU Patient Dashboard is important not only for tracking a patient's individual compliance with Meaningful Use, but it is also a key place to trigger some of the Meaningful Use work flows. The Incoming and/or Outgoing Transition of Care items, for instance, need to be triggered if they apply to the patient.  This will ensure that the overall physician's Meaningful Use Dashboard is keeping track of the numbers and percentages correctly. SOAPware recommends using the MU Patient Dashboard for patients on a regular basis to assist the user with utilizing the software to its potential in meeting the practice's meaningful use requirements.

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.

Adjustments may still be made even if no face to face encounter was created.

The Patient MU dashboard will automatically calculate each MU criteria as interpreted by SOAPware Inc.   In some instances providers might interpret a measure differently.

The Adjustments button gives the provider  the opportunity to manually track Meaningful Use items that they feel did not calculate according to their individual interpretation at the point of care.  Adjustments made will not change the automatic calculation by SOAPware but does track adjustments and allows users to export at the time of self attestation.    Reporting Provider will be responsible for adjustments at the time of self attestation.

User Access to this function will only be given by default to Clinical Administrators and Clinicians.  User access for other roles may be granted in security.

When entering an adjustment SOAPware will automatically track the date an adjustment was made and the user that entered it.  Users must select which measure to adjust, then enter the Numerator and denominator.  

The Notes section is to document why this adjustment is being made.

Adjustment Information entered at the point of care can be exported using the MU Dashboard workspace at the time of attestation.

Items entered using the pick list all- or via the F11/ Shift F11 Method will calculate on the Patient MU Dashboard.

If Allergies have been added to the All- pick list using the Quick Entry Method in the SMARText Quick Access, these items when selected WILL NOT Trigger the Patient MU Dashboard.  To add allergy items to the All- Pick list  this will need to be edited in the SMARText Items Manager.  Allergy Items must be dragged and Dropped into this list.  For instructions on Editing a SMARText Pick List Click Here.