5. Patient Electronic Access

This lesson will demonstrate the steps necessary to meet the Meaningful Use requirement for Provide Patients Access to Records.


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.


This requirement will be tracked via the Meaningful Use Dashboard.

Measure Criteria

Objective: Provide patients with timely electronic access to their health information (including lab results, problem list, medication lists, and allergies) within 4 business days of the information being available to the EP.

Measure: At least 10 percent of all unique patients seen by the EP are provided timely (available to the patient within four business days of being updated in the certified EHR technology) electronic access to their health information subject to the EP's discretion to withhold certain information.

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.


Reference: CMS: Patient Electronic Access

Measure Calculation

Denominator:  The number of patients seen that have a face-to-face encounter during the reporting period.

Numerator:  The number of patients in the denominator who have electronic access to their health information online through the SOAPware Patient Portal within 4 business days.

Threshold:  The resulting percentage must be more than 10%.

Online Access

To learn how to provide online access for patients through the SOAPware Patient Portal, see: Online Access for Patients.

Meaningful Use Dashboard

Meaningful Use Dashboard

This measure is  tracked in the Meaningful Use Dashboard under "Patient Electronic Access".  In SOAPware versions prior to 2012.0.313, this item will be listed in the Patient MU Dashboard as "Timely Record Access".

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.