Steps for Individual Enrollment in the Texas Medicaid EHR ... and...Questionnaire, as an example....

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1 HHSC EHR Incentive Program for Eligible Professionals: Enrollment as an Individual Steps for Individual Enrollment in the Texas Medicaid EHR Incentive Program Portal Attestation for Meaningful Use Table of Contents 1. Access the Texas Medicaid EHR Incentive Program portal. .................................................................. 2 2. Verify registration information. ............................................................................................................ 3 3. Enter Medicaid patient volume data. ................................................................................................. 12 4. Identify your certified EHR technology. .............................................................................................. 16 5. Attest to Meaningful Use. ................................................................................................................... 21 6. Review the incentive payment schedule. ........................................................................................... 38 7. Review your enrollment summary...................................................................................................... 39 8. Agree to attestation statements......................................................................................................... 41 9. Review the Legal Notice. ..................................................................................................................... 42 10. Submit your enrollment. ................................................................................................................. 43 11. Review documentation ................................................................................................................... 47 12. Enter or review appeals. ................................................................................................................. 50 13. Review your enrollment status. ...................................................................................................... 54 14. Manage your account. .................................................................................................................... 55 Additional Information................................................................................................................................ 57

Transcript of Steps for Individual Enrollment in the Texas Medicaid EHR ... and...Questionnaire, as an example....

Page 1: Steps for Individual Enrollment in the Texas Medicaid EHR ... and...Questionnaire, as an example. Screenshots of all the Meaningful Use Menu Measures are contained in Appendix B, Meaningful

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HHSC EHR Incentive Program for Eligible Professionals: Enrollment as an Individual

Steps for Individual Enrollment in the Texas Medicaid EHR Incentive Program Portal Attestation for Meaningful Use

Table of Contents

1. Access the Texas Medicaid EHR Incentive Program portal. .................................................................. 2

2. Verify registration information. ............................................................................................................ 3

3. Enter Medicaid patient volume data. ................................................................................................. 12

4. Identify your certified EHR technology. .............................................................................................. 16

5. Attest to Meaningful Use. ................................................................................................................... 21

6. Review the incentive payment schedule. ........................................................................................... 38

7. Review your enrollment summary. ..................................................................................................... 39

8. Agree to attestation statements. ........................................................................................................ 41

9. Review the Legal Notice. ..................................................................................................................... 42

10. Submit your enrollment. ................................................................................................................. 43

11. Review documentation ................................................................................................................... 47

12. Enter or review appeals. ................................................................................................................. 50

13. Review your enrollment status. ...................................................................................................... 54

14. Manage your account. .................................................................................................................... 55

Additional Information................................................................................................................................ 57

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1. Access the Texas Medicaid EHR Incentive Program portal.

• Go to the Texas Medicaid Provider’s homepage: http://www.tmhp.com/Pages/default.aspx

• Click Providers on the page header.

• Click the Log in to My Account tab (upper right-hand corner).

• Log in.

• Click the Texas Medicaid EHR Incentive Program link in the Manage Provider Accounts section.

The following pages contain explanations of the various steps for enrolling in the Texas Medicaid EHR Incentive Program Portal attestation for Meaningful Use, accompanied by many screenshots depicting each step.

Note that these screenshots contain fictional provider data.

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2. Verify registration information.

• Click the Continue button on the Welcome page.

• Verify that the Eligible Professional’s name and NPI are correct on the Home tab.

• Click the Enrollment tab.

• Click the Enroll button for the desired provider on the Enrollment Home page.

• Confirm your National Provider Information.

o If corrections are needed, this must be done at the CMS registration portal.

• Indicate if you are hospital-based in the State Provider Information section.

• Attest to whether or not you are a pediatrician or pediatric dentist.

o If yes, upload supporting documentation.

• Indicate if you practice predominantly in an FQHC or RHC.

o If yes, select your FQHC or RHC facility from the drop down menu.

• Indicate you are not reporting as part of a group.

• Select your payee Texas Medicaid Provider Identifier (TPI).

• Verify the TPI you just selected.

• Click the Save & Continue button.

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Welcome Page – click Continue

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Home Page – click Enrollments

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Enrollment Home Page with Confirm Enrollment Action pop-up (not displayed for year 1 Adopt, Implement, Upgrade attestation) – select Stay on Current Program Year radio button; click Confirm

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– or –

Enrollment Home Page with Confirm Enrollment Action pop-up – select Advance to Next Program Year radio button; check that you understand the ramifications of your selection; and click Confirm

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Enrollment Home Page – click Enroll

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Enrollment Step 1 page – make the appropriate selections in the State Provider Information section. The next page displays what happens when you select Yes, indicating you practice predominantly in an FQHC or RHC and then click Select FQHC/RHC. The page following that displays what happens when you click Select TPI in the Payment Assignment section.

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FQHC/RHC Selector page – check the practice(s) and click Select & Return

Enrollment Step 1 – with FQHC/RHC selection list now showing.

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Select TPI page – select the appropriate payee radio button and click Select & Continue. You will then land again on Enrollment Step 1 page – click Save & Continue.

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3. Enter Medicaid patient volume data.

If you are NOT attesting as an FQHC or RHC provider:

• Enter your continuous three-month patient volume reporting period from the previous calendar year. Indicate if you are including out-of-state encounters in your patient volume calculation. o If yes, select the appropriate states from the drop down menu.

• Select a patient volume calculation option (Encounter or Panel).

• Enter patient volumes.

• Click the Save & Continue button.

If you ARE attesting as an FQHC or RHC provider:

• Enter Needy Patient volume data. (This step is similar to entering Medicaid patient volume data.)

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Enrollment Step 2 page – select 3-month reporting period, select patient volume calculation option, enter patient encounter volumes, and click Save & Continue. If you click Yes to having Out-of-State encounters, click Select States/Territories and select in which States you practice (see next page). Click Save & Continue.

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State Selector page – check the appropriate States; click Save States.

Enrollment Step 2 page – Out-of-State Encounters section now showing the states selected.

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Enrollment Step 2 page – Patient Volume Attestation – Needy Patients – select volume option, enter patient encounters, and click Save & Continue.

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4. Identify your certified EHR technology.

• Enter your EHR reporting period. (It must be at least 90 days within the current calendar year.)

• Add practice location(s).

o Indicate if each location has certified EHR technology.

o Attest to your unique patients, patients in EHR technology and patient encounters at each location. (Enter zero in the Unique Patients in EHR field if you do not have certified EHR technology at the location.)

o Enter the CMS EHR Certification ID. (You can find the certification number for your certified EHR at http://oncchpl.force.com)/ehrcert.

o Click the Save Location button.

• Upload EHR documentation. (This can be done at any time. Screenshots for this process are shown in TBD below.)

• Click the Save & Continue button on the Identify Certified EHR Technology screen when your patient volume qualifies for the program.

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Enrollment Step 3 page – enter EHR Meaningful Use Reporting Period; scroll down and click Add Location.

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Add/Edit Practice Location page – enter location details and EHR solution details; click Save Location.

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Enrollment Step 3 – Identify Certified EHR Technology page – after first location has been added. Click Add Location again.

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Enrollment Step 3 – Identify Certified EHR Technology page – after two locations have been added. Click Save & Continue.

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5. Attest to Meaningful Use.

• Click the Start Core Attestation button.

o Read the overview and click the Save & Continue button.

o Attest to all Meaningful Use Core Measures.

o Click on the “+” symbol next to the Meaningful Use Core Measures Summary bar at any time to review and/or edit the measures.

• Click the Start Menu Attestation button.

o Attest to at least five out of 10 Meaningful Use Menu Measures. Select at least one measure from the Public Health Menu set, even if an exclusion applies.

o Click on the “+” symbol next to the Meaningful Use Menu Measures Summary bar at any time to review and/or edit the measures.

• Click the Start Clinical Quality Attestation button.

o Read the overview and click the Save & Continue button.

o Attest to at least three Core or Alternate Core Clinical Quality Measures. Note: Data must come directly from the reports generated by your certified EHR technology.

o Attest to at least three out of 38 Meaningful Use Additional Clinical Quality Measures.

o Click on the “+” symbol next to the Meaningful Use Clinical Quality Measures Summary bar at any time to review and/or edit the measures.

o Click the Save & Continue button.

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Enrollment Step 3 – Summary of Meaningful Measures page – all Meaningful Use sections collapsed. The next three pages will depict the page when each Meaningful Use section has been expanded.

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Enrollment Step 3 – Summary of Meaningful Measures page – Meaningful Use Core Measures Summary expanded.

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Enrollment Step 3 – Summary of Meaningful Measures page – Meaningful Use Menu Measures Summary expanded.

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Enrollment Step 3 – Summary of Meaningful Measures page – Meaningful Use Clinical Quality Measures Summary expanded – page 1 of 2.

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Enrollment Step 3 – Summary of Meaningful Measures page – Meaningful Use Clinical Quality Measures Summary expanded – page 2 of 2. Start Meaningful Use attestation by clicking Start Core Attestation. If you had previously started Core Attestation, you would now click Modify Core Attestation.

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Meaningful Use Core Measures page – review, and click Save & Continue. The following page will show one Meaningful Use Core Measure Questionnaire, as an example. Screenshots of all the Meaningful Use Core Measures are contained in Appendix A, Meaningful Use Core Measures, under separate cover.

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Core Measures Questionnaire – MUCP001a. This is an example of one Meaningful Use Core Measure Questionnaire. Attest as appropriate to the measure and click Save & Continue. Continue through and complete all of the Core Measures.

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Enrollment Step 3 – Summary of Meaningful Measures page – all Meaningful Use sections collapsed. Note that now Meaningful Use Core Measures shows Modify Core Attestation rather than Start Core Attestation. Click Start Menu Attestation.

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Meaningful Use Menu Measures Selection page – review, check the Menu Measures you will attest to, and click Save & Continue. The following page will show one Meaningful Use Menu Measure Questionnaire, as an example. Screenshots of all the Meaningful Use Menu Measures are contained in Appendix B, Meaningful Use Menu Measures, under separate cover.

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Meaningful Use Menu Questionnaire – MUMP001a. This is an example of one Meaningful Use Menu Measure Questionnaire. Attest as appropriate to this measure and click Save & Continue. Continue to attest to all of your selected Menu Measures.

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Enrollment Step 3 – Summary of Meaningful Measures page – all Meaningful Use sections collapsed. Note that now Meaningful Use Core and Menu Measures both show Modify Attestation rather than Start Attestation. Click Start Clinical Quality Attestation.

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Meaningful Use Clinical Quality Measures (CQMs) page – review, and click Save & Continue. The following pages will show one Meaningful Use Core Clinical Quality Measures Questionnaire, one Meaningful Use Alternative Clinical Quality Measures Questionnaire, and two Meaningful Use Clinical Quality Measures Questionnaires, as examples. Screenshots of all the Meaningful Use Clinical Quality Measures are contained in Appendix C, Meaningful Use Clinical Quality Measures, under separate cover.

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Clinical Quality Measures Questionnaire – NQF 0013. This is an example of a Meaningful Use Core CQM Questionnaire. Attest as appropriate for this measure and click Save & Continue. You will attest to Core CQMs, Alternative Core CQMs (as required), and to the required number of Clinical Quality Measures. The next page shows an example of an Alternative Core CQM Questionnaire, and two pages following show examples of Clinical Quality Measures Questionnaires.

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Clinical Quality Measures Questionnaire – NQF 0024. This is an example of a Meaningful Use Alternative Core CQM Questionnaire. Attest as appropriate for this measure and click Save & Continue. The next two pages show examples of Clinical Quality Measures Questionnaires.

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Clinical Quality Measures Questionnaire – NQF 0059 – PQRS 1. This is one example of a Meaningful Use Clinical Quality Measures Questionnaire. Attest as appropriate for this measure and click Save & Continue. The next page shows a second example of a Clinical Quality Measures Questionnaire.

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Clinical Quality Measures Questionnaire – NQF 0067 – PQRS 6. This is a second example of a Meaningful Use Clinical Quality Measures Questionnaire. Attest as appropriate for this measure and click Save & Continue. Continue until all required Clinical Quality Measures attestations are completed.

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6. Review the incentive payment schedule.

• Click the Save & Continue button.

Enrollment Step 4 – EHR Payment Determination page – click Save & Continue.

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7. Review your enrollment summary.

• Click the Continue button.

Enrollment Summary page – 1 of 2 – Enrollment Steps 1 & 2. Scroll down.

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Enrollment Summary page – 2 of 2 – Enrollment Steps 3 & 4. Click Continue.

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8. Agree to attestation statements.

• Click the Agree & Continue button.

Attestation Statements page – click Agree & Continue.

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9. Review the Legal Notice.

• Enter your Electronic Signature. Note that the signature must be the full name of the person completing the attestation. If you are attesting on behalf of someone else, enter your full name, not the name of the provider.

• Click the Agree & Continue button (unless you do not agree to the terms).

Legal Notice page – electronically sign and click Agree & Continue.

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10. Submit your enrollment.

• If you have not yet uploaded required documentation, do so now.

o Click the Upload Document button.

o Select the Program year in the Document Upload window.

o Select the document Category

o Select the document Type (e.g., EHR Patient Encounters).

o Browse to select the file you want to upload.

o Enter a brief Document Description.

o Check the box to affirm that your uploaded documents do not violate HIPAA patient privacy regulations.

o Click the Upload button.

o Click the Upload New Document button.

o Repeat the document upload steps for all required documentation.

• Click the Confirm & Submit button. Note: It is essential to click the Confirm & Submit button in order to process your enrollment and avoid payment delays.

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Submit Enrollment page – review. Click Upload Document. The next page will show the Document Upload pop-up displayed over the Submit Enrollment page. If you click Confirm & Submit, you will receive a warning if you must upload a document and have not yet done so.

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Submit Enrollment page with Document Upload pop-up – Select document data, enter document description, check the warning box, and click Upload. When pop-up disappears, click Confirm & Submit. Again, if you must upload additional documentation, you will receive an appropriate error message.

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Enrollment Confirmation page – review, print for your records, and click Enrollment Home.

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Additional optional steps:

11. Review documentation

• Click the Documents tab.

• View and/or upload new documents.

Documents page – At this point, the provider has successfully uploaded 2 documents. Click Upload New Document.

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Documents page with Document Upload pop-up – Select document data, enter document description, check the warning box, and click Upload

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Documents page – Now showing 3 documents uploaded successfully.

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12. Enter or review appeals.

• Click the Appeals tab.

• Click the New Appeal button to enter an appeal.

Appeals page – The provider has not entered an appeal. Click New Appeal.

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New Appeal page – Select Appeal data, enter Appeal description, click Submit.

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View Appeal page – review Appeal; click Upload Appeal Document if you have documentation to substantiate your appeal; click Appeals Home.

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Appeals page – Showing the newly submitted Appeal. Note that at this time, the Appeal has not been processed – it shows an Appeal Status of Unassigned and a blank Appeal Disposition.

Showing that the Appeal is In-Progress (Appeal Disposition remains blank). Notice that the Withdraw command is still visible, indicating that the provider still has the option to withdraw the appeal.

Showing that the Appeal has been Resolved (Appeal Disposition showing Approved). Notice that the Withdraw command is no longer available as a provider option.

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13. Review your enrollment status.

• Click the Status tab.

Status Summary Home page – To review the Enrollment Summary for any Program Year enrollment, click View Details for that Program Year. The result will be the Enrollment Summary page as shown above in Section 7, Review Your Enrollment Summary.

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14. Manage your account.

• Click the Manage Account tab.

• Click the Update button to change contact information.

Update Contact Information page – click Update to modify your current email address or alternative phone number/extension.

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Update Contact Information page – enter your new email address and/or alternate phone number/extension, and click Save.

Update Contact Information section – showing updated email address and alternative phone number/extension.

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Additional Information

Medicaid Provider Health Information Technology website: http://www.tmhp.com/Pages/HealthIT/HIT_EHR.aspx.

Email: [email protected].

Phone: EHR Incentive Program Business Service Center: 1 (800) 925-9126 (option 4)

Appendices A, B, and C, published under separate cover, contain screenshots of all Meaningful Use Core, Menu, and Clinical Quality Measures, respectively.