Calculate Measures

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If your EHR is not integrated with the Updox Patient Portal there are some additional steps to calculate the Measures for each provider.

In your EHR system:

1.The crucial first step is to export a report from your EHR listing the patients seen by the eligible provider during the reporting period. The report must contain the same EHR ID used in Updox. Each patient must be listed only once even if seen by the provider multiple times. It's OK if the report contains additional information. The easiest report format to work with is Comma Separated Value (.csv) since these files can easily be opened in Microsoft Excel.

2.If your EHR doesn't support exporting as a .csv file, explore other ways of getting the information into an Excel spreadsheet (e.g. use the Get External Data functions in Excel to pull the data in from other formats, copy and paste the data from your EHR report into Excel).

3.Save the report in an Excel format and name the file to identify the provider and reporting year.

4.Repeat step 1 for each eligible provider.

In Updox, in the MU Measures Reporting function:

1.Select the MU stage, reporting period start and end dates, then click Search.

2.Go to the Patient Access Detail report, click Download CSV, then save the file in an Excel format.

3.Go to the View, Download, Transmit Detail report, click Download CSV, then save the file in an Excel format.

4.Go to the Secure Messaging Detail report, click Download CSV, then save the file in an Excel format.

In Excel:

1.Open the spreadsheet containing the information from your EHR system for one of the providers. 

2.Rename the first tab to DenEHR. Then move the patient's EHR ID to column A if not already there.

3.Add a second tab and rename it UpdoxAccess.

4.Add a third tab and rename it UpdoxVDT.

5.Add a fourth tab and rename it UpdoxSM.

6.Add a fifth tab and rename it NumAccess.

7.Add a sixth tab and rename it NumVDT.

8.Add a seventh tab and rename it NumSM.

9.Open the Updox Patient Access Detail spreadsheet and copy the data into the EHR spreadsheet on the UpdoxAccess tab. 

10.Move the EHR ID column to column A.

11.Open the Updox View, Download, Transmit Detail spreadsheet and copy the data into the EHR spreadsheet on the UpdoxVDT tab. 

12.Move the EHR ID column to column A.

13.Open the Updox Secure Messaging Detail spreadsheet and copy the data into the EHR spreadsheet on the UpdoxSM tab. 

14.Move the EHR ID column to column A.

Note: The tab names must be exact as stated above since they are referenced in Excel formulas later in these instructions.

     Patient Access (NumAccess tab)

After completing the steps below this tab will list the patients seen by the provider who also meet the numerator criteria for the Patient Access measure. The EHR report (DenEHR tab) contains the list of patients seen by the provider. The Updox report (UpdoxAccess tab) lists the patients who have access to their healthcare information through the Patient Portal. The formula finds which patients are common to both reports. 

1.Click the first cell in column A and enter the following formula:   =VLOOKUP(UpdoxAccess!A:A,DenEHR!A:A,1,FALSE) 

2.Copy the formula down column A for the same number of rows on the DenEHR tab (hover over the right lower corner of the first cell, when the cross hair displays, click it then drag down).

3.Next, you will sort the data to move all rows containing #N/A to the bottom. However, since cells containing a formula can't be re-sorted do the following:

•Copy column A and paste into column B using the Paste Special/Paste Value 123 option (that removes the formula).

•Delete column A.

•Sort the data from A-Z.

Denominator = the number of patients on the DenEHR tab

Numerator = the number of patients on the NumAccess tab (don't count the header row or the rows with #N/A)

      View, Download, Transmit (NumVDT tab)

After completing the steps below this tab will list the patients seen by the provider who also meet the numerator criteria for the View, Download, Transmit measure. The EHR report (DenEHR tab) contains the list of patients seen by the provider. The Updox report (UpdoxVDT tab) lists the patients who have either viewed, downloaded, or transmitted their healthcare information through the Patient Portal. The formula finds which patients are common to both reports.

1.Click the first cell in column A and enter the following formula:   =VLOOKUP(UpdoxVDT!A:A,DenEHR!A:A,1,FALSE) 

2.Copy the formula and sort same as above.

Denominator = the number of patients on the DenEHR tab

Numerator = the number of patients on the NumVDT tab (don't count the header row or the rows with #N/A)

      Secure Messaging (NumSM tab)

After completing the steps below this tab will list the patients seen by the provider who also meet the numerator criteria for the Secure Messaging measure. The EHR report (DenEHR tab) contains the list of patients seen by the provider. The Updox report (UpdoxSM tab) lists the patients who have received a secure message from the practice through the Patient Portal. The formula finds which patients are common to both reports.

1.Click the first cell in column A and enter the following formula:   =VLOOKUP(UpdoxSM!A:A,DenEHR!A:A,1,FALSE) 

2.Copy the formula and sort same as above.

                Denominator = the number of patients on the DenEHR tab

Numerator = the number of patients on the NumSM tab (don't count the header row or the rows with #N/A)

REPEAT THE SPREADSHEET STEPS FOR EACH ELIGIBLE PROVIDER PARTICIPATING IN THE INCENTIVE PROGRAM.