Meaningful Use Stage 3 (MU3) Objective 5

1. Introduction 

• Purpose: This guide outlines the detailed steps required to obtain credit for Objective 5: Patient Electronic Access under the Meaningful Use Stage 3 (MU3) framework. 

• Key Features: Patient access to health information, API configuration, and patient-specific education materials. 

2. MU3 Objective 5: Patient Electronic Access 

Overview 

Objective 5 consists of two key measures, both of which must be satisfied to receive credit: 

1. Patient Access to View, Download, and Transmit Health Information 

2. Patient-Specific Educational Resources 

3. Measure 1: Patient Access to View, Download, and Transmit Health Information 

Requirements 

• Provide timely access for patients to view, download, and transmit their health information. 

• Ensure patient information is available for access using any application that meets API specifications at least 80% of the time. 

Exclusion Criteria 

• No office visits during the reporting period. 

• Conducting 50% or more patient encounters in counties where 50% or more housing units lack 4 Mbps broadband availability. 

Steps to Provide Patient Access 

1. Access the Patient’s Registration Page:  

• Click on Register and search for the patient. 

2. Set Up Patient Portal Credentials:  

• Click Patient Portal Password. 

• Either retain the default password or create a custom password. 

• Click Save. 

3. Provide Login Information to the Patient:  

• Click Print Self. 

• A new browser tab will open with the patient's login information (URL, Clinic ID, User ID, and Password). 

• Print this document and provide it to the patient. 

4. Instruct the Patient on Portal Access:  

• In the registration page, check the box labeled “Patient/Guardian Instructed on Patient Portal Access.” 

• Click Save to confirm. 

API Configuration for Patient Access 

1. In the patient portal, the patient can request API access:  

• Click on the API request link within the portal. 

• The API User Registration Box will appear. 

2. Complete API Request Form:  

• Enter the Company Name requesting API access. 

• Provide the Contact Person’s Name and Email Address. 

• Add a brief Description of the Request’s Purpose. 

• Click Submit. 

4. Measure 2: Patient-Specific Educational Resources 

Requirements 

• Provide electronic access to patient-specific educational materials to more than 35% of patients. 

Exclusion Criteria 

• No office visits during the reporting period. 

• Conducting 50% or more patient encounters in counties where 50% or more housing units lack 4 Mbps broadband availability. 

Steps to Provide Educational Resources 

1. During an Office Visit: 

• Enter the patient’s ICD Codes. 

• Navigate to the Alert/Reminder Section at the top of the visit. 

• Click on any Educational Material that appears OR click Send All Education Link to Patient Portal. 

2. From Medical History: 

• Go to Patient Home or the Current Office Visit. 

• Click the Education Section, then select Patient Education. 

• Click New Education. 

3. Selecting and Printing Materials: 

• In the pop-up window, check off the materials you wish to provide. 

• Click Print:  

• The document will download to your computer. 

• Open and print the document to give to the patient. 

4. Impact of Printing Educational Material: 

• Note: Even if materials are printed, they will be available on the patient portal, contributing to compliance. 

5. Troubleshooting Tips 

• Issues with Patient Portal Access: 

• Verify that login credentials (Clinic ID, User ID, Password) are accurate. 

• Ensure the Patient/Guardian Instructed box is checked. 

• Confirm the patient is navigating to the correct URL. 

• API Access Request Problems: 

• Ensure all required fields in the API request form are filled. 

• Check the email for confirmation if the API request doesn’t process immediately. 

• Educational Material Not Displaying: 

• Confirm ICD codes are correctly entered. 

• Refresh the page or clear the browser cache if materials are not appearing. 

6. Support Guidelines 

• In-App Support: Utilize the help feature within iClinic for immediate assistance. 

• Compliance Officer: Contact your organization’s compliance officer for regulatory guidance. 

• Technical Support: Reach out to IT support for technical issues related to patient portals, API access, or educational materials. 

Thank you for following the MU3 compliance process. This guide ensures you meet regulatory standards while enhancing patient engagement and education.