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Topic starter
Someone please share with me a working process to generate and allow credit for TOC in CQR
We have done everything that the MU user guide has told us to do but we are still at 0%. I have specialist that are receiving referrals and FP that are sending.
Posted : June 15, 2015 6:35 am
I am also getting 0% so I am interested in what others are doing?
Posted : June 15, 2015 6:40 am
I am in this boat as well. I emailed Daniel Drury early last week about it, thinking its an issue with the dashboard again but I haven't heard back yet.
Posted : June 15, 2015 6:57 am
If you are sending the TOC electronically ("514" in the MUActivityLog table), there is a known bug where the "514" event is not counted in CQR. SPR 63247.
Posted : June 15, 2015 7:09 am
We are passing 15A and 15B for Stage 2 using CPS12 SP8 and EZAccess Patient Portal.
The referral must be entered in order entry.
Authorized by field should be the ordering provider.
Disposition should be set to "Admin Hold"
BE SURE "CREATE TRANSITION OF CARE DOCUMENT" BOX IS CHECKED. (This can be defaulted to check for orders with a type of "referral.")
Complete all other fields as you would normally, and click "OK."
Place document on hold to ordering provider for signature.
Depending on how your referrals are set up, the designated person will receive a flag that there is a referral on hold (after the provider has signed it).
The referral coordinator in your office should open the order and click the "CHANGE" button (green pencil icon).
The referral coordinator must make sure all fields are complete, and then click "SAVE AND CREATE."
This brings up print options. Most of the time, we print to a pdf printer and then discard the file later because most of the providers that we refer to are capable of secure direct messaging. If they are not electronically capable, we print to Biscom fax and send.
Printing this document is (to my understanding), the final part of the process for meeting 15A.
Then, we click ok, and send.
As far as 15B, we have access to a long list of medical providers from the SureScripts database via our patient portal. So, we "match" our existing service providers with the list in the patient portal. When this is complete, we add a "*" symbol in front of the service provider's last name. This bumps them to the top of our service provider list and helps us achieve an in-house preferred provider list.
We also have specific document types set to automatically be sent electronically whenever they are created. So, when we "Save and Create" the TOC document in the referral process, it is going to be automatically sent to the provider that we selected if they have a secure messaging address. This is why we are able to "print" and then discard the TOC document (it has already been sent upon creation) for most of our providers. However, we must still click the "print" button even though we don't want to print.
If anyone has specific questions, please feel free to reach out to me at [email protected]. I do have a detailed workflow with screen shots that I created for my staff that may be helpful. Although, I suspect it would need to be altered for those who may have slightly different workflows.
At the end of the day, the key for us to meet 15A and 15B for Stage 2 was the selection of patient portal and proper workflow. Hope that helps someone!
Posted : June 15, 2015 7:18 am
save and create is always grayed out
Posted : June 15, 2015 8:03 am
Scott: That could be a couple of things. (1) Order Status needs to be Admin Hold; (2) Permissions: I'm pretty sure that you will need to be able to "Export Unsigned Chart Data". If you are using Kryptiq SMPP, make sure that the Kryptiq user in the EMR also has this privilege.
If it is a permissions issue, GE should be able to tell you all the permissions you need, but I recommend being proactive and suggesting to them that you think it might be a permissions issue.
Posted : June 15, 2015 8:16 am
the other eason save and create will be grayed out is if you have not checekd the Create a transition of Care document and entered a reason.
Posted : June 15, 2015 8:53 am
Chaddix, thanks! I didn't have the documents set to admin hold...
Posted : June 15, 2015 10:46 am
Topic starter
Patricia
Thank you for the detailed lay out, I will be emailing you for a copy of your screen shots , I am glad I posted this as it seems we were not the only ones having issues. Thanks to everyone for posting.
Posted : June 16, 2015 4:47 am
We find that the providers to whom we most commonly refer do not have direct addresses. We use Medfusion for our portal, and MaxMD for provider to provider direct messaging. We are a private pediatric practice and the two hospital systems we refer to the most do not have direct addresses, as they predominantly refer within their own network. I am not sure how to meet the 10% minimum if we can send but those to whom we refer cannot receive. Does anyone else have this problem?
Posted : July 28, 2015 4:30 am
We are also a private pediatric practice that faced similar issues in the beginning. Many of the providers (and their staff) to whom we refer just were not aware that they had direct messaging capabilities because they are not using the feature yet. Also, we found that the major hospitals often had one direct address for the entire hospital or only one direct address for each department. We had to talk to Medical Records and/or IT at the hospitals to get the answers we needed. When they import the information at that level and then disperse it internally to the specialists, they may not be aware that it's coming via a direct address and may not know what the direct address is. Don't give up!
Posted : July 28, 2015 4:54 am
I sent you an email with some direct messaging information for your area. If you'd like to collaborate on some workflows and other measures, I'm sure we have similar challenges.
Posted : July 28, 2015 5:09 am
pdangelo, I would be interested in getting a copy of your workflow with screen shots. Would you be able to email me that. Thanks
Posted : October 23, 2015 4:04 am
You can fax the TOC via Biscom?? Is this allowed for CPS only? We are on EMR 9.8 SP 10 and we have never been able to send TOCs via Biscom after clicking Save and Create. If a referral location did not have a direct address, we had to print out and fax the TOC manually. We send ours automatically with QVera. We do not use SureScripts/Kryptiq secured messaging.
We actually have two referrals built for most specialties: One internal and one external. The external referral has the settings already enabled to allow for direct transmission of the the TOC. Once the referral is signed, the coordinator changes the order, enters a quick text in the referral itself to say if it was being sent direct or faxed. Then once we change the referral to In Process, it goes automatically.
Posted : December 1, 2015 8:45 am
