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
