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EHR: Clinical Summaries

This information is old and has been replaced by the EHR Modified Stage 2 requirements per the Final Rule, 10/7/2015.

EHR Stage 1: Core Measure 12
EHR Stage 2: Core Measure 8

Overview

Clinical summaries are after-visit summaries given to the patient that provide relevant and actionable information and instructions. To meet benchmarks for this measure, you must provide a clinical summary to patients within a certain amount of days after an office visit. 

Stage 1: Provide a clinical summary to patients within 3 business days of an office visit.

Stage 2: Provide a clinical summary to patients within 1 business day of an office visit.

Exclusions Available? Yes, but it is unlikely dentists will qualify.

Resources:

Calculations

Stage 1: ClinicalSummaries

  • Denominator:  All of the provider's office visits during the reporting period. An office visit is calculated as any number of completed procedures by the provider for a given date. 
  • Numerator:  Patients in the denominator for whom a clinical summary was provided (via printing or exporting), within 3 business days. 

Stage 2: ClinicalSummaries

  • Denominator:  All of the provider's office visits during the reporting period. An office visit is calculated as any number of completed procedures by the provider for a given date. 
  • Numerator:  Patients in the denominator for whom a clinical summary was provided (via printing or exporting), within 1 business day.

Note: The provider is determined by which provider is logged on to Open Dental, or, if a provider is not logged on, the patient's primary provider.

Setup

General EHR Setup

Instructions

Provide a Clinical Summary to a Patient
Webinar: Clinical Summaries

Workflow:  There are two ways to 'provide' the clinical summary to patients. 

  1. Recommended:  On the Clinical Summary window, click To Portal to automatically send the clinical summary files (ccd.xml and ccd.xls) to the WebMail area of the Patient Portal as an attachment.  A patient email is not required.  This option is available in 14.2.31 and greater.
  2. To provide a printed version, click Show xhtml, Print, then give to patient at the end of office visit.

Note:  When a clinical summary is sent to the Patient Portal, there is no verification that the Portal has been set up or that a patient has been Granted Access.  The clinical summary is 'sent' to the Portal regardless.  Once the patient can access the Portal, the clinical summary will be available for viewing.   Patient Electronic Access is another EHR core measure. 

 

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