Running and Setting Up the Meaningful Use Stage 3 (MU3) Report for 2019 in iClinic

1. Introduction 

• Purpose: This guide provides comprehensive, step-by-step instructions on how to effectively run and set up the Meaningful Use Stage 3 (MU3) Report for 2019 within the MDLand iClinic system. 

• Key Features: Accessing the MU3 report, selecting date ranges, managing eligible providers, reviewing user entries, checking objectives, generating reports, and interpreting the results. 

2. Accessing the MU3 Report for 2019 

1. Log In:  

• Sign in to your MDLand iClinic account using your credentials. 

2. Locate the Reports Icon:  

• Click on the Reports Icon from the dashboard. 

3. Navigate to the MU3 Report:  

• Click on Dashboard Reports. 

• Select the report labeled Meaningful Use Report Stage 3 for 2019. 

4. New Tab Opens:  

• A new tab will open within iClinic, displaying the history of previously run reports, including details such as who generated the report and the results. 

3. Running a New MU3 Report 

1. Click on the "New Report" Button: 

• A popup box will appear to configure your new report. 

2. Select the Date Range: 

• Under Report Date Range, choose from:  

• Full Year 

• One of the Four Quarters 

• Last 90 Days (recommended for MU3 reporting) 

• Custom Date Range 

3. Select the Eligible Provider: 

• Choose the provider for whom you are running the report. 

4. Review Required User Entry Section: 

• Record any activities not captured by the EMR, such as:  

• Paper Prescriptions (AER Scripts) 

• Paper Labs 

• Transitions of Care Not Recorded in EMR 

5. Verify Objectives: 

• Check the list of objectives to ensure settings are accurate. 

• This step serves as a double-check to confirm that the objectives are correctly configured. 

6. Generate the Report: 

• Click the Generate Report button. 

4. Viewing the MU3 Report Results 

1. Return to the Report List:  

• After generating, you’ll return to the screen with the list of reports. 

• The new report will display with the status "New". 

2. Refresh the Page:  

• The report status will change to "In Progress". 

3. Completed Report:  

• Once the status is "Finished", a "View" option will appear. 

• A Green Checkmark indicates the report passed. 

• A Red X indicates the report failed. 

4. View the Report:  

• Click View to open the full report in a new tab. 

• The report includes:  

• Percentages for Each Measure 

• Numerator and Denominator Data 

5. Printing the MU3 Report 

1. Print the Results:  

• Click the Print button within the report view. 

2. Print Setup:  

• A new window will open displaying a PDF version of the report. 

• Click the Printer Icon to print the report. 

6. Reviewing Detailed Information for Each Measure 

1. Click on a Measure Name:  

• For example, click "Patient-Specific Education" to view more details. 

2. Measure Details Popup:  

• Displays:  

• Measure Description 

• Criteria for Numerator and Denominator 

• Threshold Requirements 

• Exclusion Criteria 

3. View Patient Details:  

• Click Detail to see:  

• Outliers: Patients who did not meet the criteria. 

• Denominator: Initial patient population for the measure. 

• Numerator: Patients who met the measure criteria. 

7. Adjusting Settings for MU3 

1. Access Settings:  

• Click the Settings button within the report interface. 

2. Provider Selection:  

• Choose the provider for whom the settings apply. 

• Optionally, set Clinic Defaults if applicable to multiple providers. 

3. Review and Update Settings:  

• Step 1: Check off activities included in daily workflows. 

• Step 2: Review objectives and their measures.  

• Yes/No questions for the first three objectives must be "Yes". 

• Non-Yes/No objectives are auto-calculated. 

4. Exclusions:  

• Hover over Question Marks to view exclusion criteria. 

• Check the box if eligible for an exclusion and provide a reason. 

8. Managing Reports 

1. Deleting Reports:  

• Click the Red X to delete a report if needed. 

2. Multiple Reports:  

• There is no limit to the number of reports you can generate. 

9. Meaningful Use Attestation 

• Important: Running the MU3 report does NOT count as attestation. 

• You must manually attest through your state’s Meaningful Use portal. 

• The MU3 report provides the required data for the attestation process. 

10. Best Practices 

• Regular Monitoring: Run reports regularly to monitor performance. 

• Review Outliers: Focus on patients listed as outliers to improve compliance. 

• Keep Settings Updated: Regularly review and update settings to reflect changes in workflows or eligibility criteria. 

11. Troubleshooting Tips 

• Missing Data:  

• Ensure correct date ranges and eligible providers are selected. 

• Verify EMR data is complete and accurate. 

• Incorrect Percentages:  

• Review measure settings to confirm accuracy. 

• Check if exclusions were applied correctly. 

• Report Not Generating:  

• Refresh the page or log out and back into the system. 

12. Support Guidelines 

• In-App Support: Use the MDLand iClinic help feature for immediate assistance. 

• Technical Support: Contact IT support for technical issues related to report generation. 

• Compliance Officer: Consult for questions about MU3 attestation requirements and settings. 

Thank you for following this guide. Effective use of the MU3 Report ensures accurate reporting, improved patient care, and successful Meaningful Use Stage 3 attestation.