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Follow these steps to satisfy the MU 2 requirement:

1. From the Orders tab, Select New

2. Make sure Provider is correct and

select FU/Ref tab.

3. Search for “External Referral”.

Meaningful Use Stage 2: Summary of Care Document with Transition of Care & Referrals

CMS Final Measure for Stage 2- CMS Final Measure for Stage 2: >50% of transitions of care or referrals – when the

receiving provider does not have access to the patient’s chart – must be accompanied by a Summary of Care

document.

long-term care

rehabilitation facility

To count toward the Summary of Care objective, the transition or referral must take place with a separate group practice or

hospital institution that does not share the same certified EHR technology.

A transition of care is defined as the movement of a patient from one setting of care to another. Per CMS, settings include:

Hospital

Home health

Ambulatory primary care practice

Ambulatory specialty care practice

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4. It is required to link an active

problem in the “For:” field.

5. Enter recipient if known, or

select generic specialty (i.e.,

Cardiology).

6. Users must also provide a reason

and have the ability to check the box

“Insert Problem” to copy the linked

problem into the box.

7. Under Questions, users must

answer Yes to “(MU) Care Summary

provided.”

Save and Close the ACI and Commit.

8. To complete the process, you must generate the Clinical Summary from the provider’s schedule.

If you do not generate the Clinical Summary, the referral/transition will not count for MU.

If the CS column displays N/A for the patient, you must go into the Patient Profile & change the CS to

Print. Then generate the CS to receive credit.

Hand to the patient to take to their appointment or send/fax to the receiving provider.

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Alternate Workflow to create the SOC when the Clinical Summary is not applicable: This occurs when the referral/TOC is

made with no related appointment (i.e., based on a phone call from the physician).

Users should follow same process listed above

in steps 1-7, and then the user must complete

the following additional steps.

1. Right-Click in the Chart Viewer, and

select Clinical Exchange Document,

and then select Export CED.

2. Select the Local File Media Tab.

3. Check the File Box.

4. In the Document Format drop-

down select CCDA Summary of

Care.

5. Users have the option to enter a

provider, but it is not required.

6. It is required to enter a Reason for

Referral.

7. Press Next

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7. Click Export after viewing

the SOC document.

8. Users must save the document

to the desktop.

Users then need to print,

and then delete the file.

Hand to the patient to take

to their appointment or

send/fax to the receiving

provider.

Note: Users must follow these steps

so the CCDA SOC is saved in the

Chart Viewer, thus giving MU credit.

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The SOC document is located in the Chart Viewer under the Clinical Summary Folder.