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MCMP-PAT Training PY2 Sherry Grund Mary Schrader Francis Landiza. January 2010. I. Welcome II. Introduce Training A. Overview B. Agenda C. Documents III. Installation of MCMP-PAT IV. Updating MCMP-PAT V. Overview of Measures/Data Entry Process

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MCMP-PAT Training PY2

Sherry Grund

Mary Schrader

Francis Landiza

January 2010

agenda january 21
I. Welcome

II. Introduce Training

A. Overview

B. Agenda

C. Documents

III. Installation of MCMP-PAT

IV. Updating MCMP-PAT

V. Overview of Measures/Data Entry Process

VI. Overview of PY1 Data Audit Mismatches

* Questions welcome at the end of each section.

Agenda: January 21
  • MCMP Performance Year 2 Training Agenda
  • January 21, 2010
  • 1st Session (Attend either a morning or afternoon session)
    • 7:30 – 10:00 a.m. PT OR 11:30 – 2:00 p.m. PT
    • 8:30 – 11:00 a.m. MT OR 12:30 – 3:00 p.m. MT
  • 9:30 – 12:00 noon CT OR 1:30 – 4:00 p.m. CT
  • 10:30 – 1:00 p.m. ET OR 2:30 – 5:00 p.m. ET


performance year 2 py2
Performance Year 2 (PY2)

July 1, 2008 – June 30, 2009


specifications and other documents
Specifications and Other Documents
  • Agenda
  • PowerPoint Presentation
  • Glossary of Terms
  • General Abstraction Guidelines (v3.0)
  • Demographics (v3.0)
  • Data Definitions for HF, CAD, DM, & PC (v3.0)
  • Analytic Flowcharts for HF, CAD, DM, & PC (v3.0)*
  • Medication Tables for HF, CAD, and DM (v3.0)*
  • Algorithm for Measures Calculations EHRS for HF, CAD, DM, & PC (v3.0)*
  • EHRS to MCMP-PAT Mapping for HF, CAD, DM, & PC (v3.0)*
  • Downloadable Resources for HF, CAD, DM, & PC (v3.0)*
  • Coding Change Document (v3.0)*
  • PC Denominator Synonyms (v3.0)*

*Not necessary to print for training


changes to specifications
Changes to Specifications
  • No changes to the clinical quality measures
  • Clarifications to Data Definitions
  • Changes to Coding


mcmp pat topics
  • Resources
  • Installing the tool
  • Updating the tool


  • MCMP Forum (
    • Q’s and A’s, MCMP-PAT files, documents
  • QualityNet (
    • Secure Web site to send and receive database
    • Check if account is active
  • User’s Guide
    • Procedures, technical info. data definitions, etc.
    • Installed with MCMP-PAT (Press F1 in MCMP-PAT)
    • Online (
  • CMS Website
    • Info. & documents related to the demo.
      • Go to
      • Search for "Care Management Performance”
  • MCMP-PAT Questions: contact your QIO
  • General Demo Questions:


preparing the target pc
Preparing the Target PC
  • Target PC must meet minimum requirements
  • User must have permission to install
  • Citrix users: ask administrator to install


downloading mcmp pat
Downloading MCMP-PAT


running the updater
Running the Updater

Method #1 – From the Start menu


running the updater1
Running the Updater

Method #2 – From the update reminder

Method #3 – From the main form


update problems solutions
Update Problems & Solutions
  • Firewall blocks Updater
    • contact system administrator
    • perform manual update
  • No Internet connection
    • contact system administrator or Internet service provider
  • Files not updated
    • close MCMP-PAT and user’s guide
  • User role not allowed to install
    • contact system administrator
  • Update server is not available
    • update later
    • notify forum admin (


data collection rules
Data Collection Rules
  • All information you base your option selection on for each element in the MCMP-PAT must be documented in the medical record or other clinical resource you have available at the point of care, i.e., a registry.
  • When collecting data, follow these steps:
    • Determine if the patient received the therapy or service, e.g., a drug or laboratory test
    • If they did not, determine if there are medical, patient or system reasons for not receiving the therapy/service where applicable
    • If there are no reasons found, select the “no/no reason documented” option


data collection rules cont
Data Collection Rules (cont.)
  • Example: The documentation in the med. rec. does not have to contain verbiage that states the reason for not prescribing an antiplatelet is because the patient has a bleeding disorder. You can select the “Not prescribed for medical reasons” without this direct linkage spelled out in the documentation. All you need is the bleeding disorder mentioned in an H&P or progress note, etc.
  • Example: You do need to have the direct linkage spelled out in the documentation if you select the “Not prescribed for medical reasons” because you are using the “other reason documented by the practitioner for not prescribing aspirin or clopidogrel”
  • Documentation supporting a direct linkage is also required when you select “Not prescribed for patient reasons” or “Not prescribed for system reasons”


data collection rules cont1
Data Collection Rules (cont.)
  • For all measures you cannot collect information more recent than that dated the last day of the measurement period (6/30/09)
  • When abstracting the confirmation of a diagnosis (HF, DM, CAD, or 1 of the chronic conditions for PC) remember to follow the definitions for each option:
    • No/No reason documented: Select this option if the patient has no documented history of ? anywhere in the office/clinic record.
    • Medical record not found: Select this option if you are unable to find the patient’s medical record.


data collection rules cont2
Data Collection Rules (cont.)
  • Confirmation element (cont.)
    • The DM module has an additional option called Not Included for Medical Reasons which is selected if the patient has polycystic ovaries (history of), gestational diabetes (measurement period/year prior) or steroid induced diabetes (measurement period/year prior).
      • Measurement period = 7/1/08 – 6/30/09
      • Year prior = 7/1/07 – 6/30/08
    • “History of” means any time in the patient’s history up through the last day of the measurement period (6/30/09).


lessons learned from py1 data collection audit
Lessons Learned from PY1 Data Collection & Audit
  • Continues to be confusion over definitions of options in the confirmation element, i.e., “skip – rec. not found” vs. “no” so “skip – rec. not found” verbiage modified to “medical record not found”
  • Emphasis on the processes related to claims-based measure collection – now noted in the option as “claim not found” instead of “skip”
  • Additional clarity needed on purpose and use of denominator exclusions
    • “Yes” option vs. “Not prescribed for patient reasons”
    • Between types of exclusions, i.e., patient vs. medical exclusion
  • Attention to timeframes is important, i.e., pneumonia vaccination given after the end of the measurement period would not be answered “as given”


lessons learned from py1 data collection audit1
Lessons Learned from PY1 Data Collection & Audit
  • Measures with a result and a date the laboratory test was drawn need to be paired
  • “History of” was clarified when used to determine where in the medical record documentation may be retrieved from
  • Determination of ‘invalid visits’


agenda january 22
VII. New Features

VIII. Submission Process

IX. Import Tool Demo

X. What’s Next

A. QualityNet Reminder

B. Technical Assistance Calls

C. Timeframes

D. Audit Process

* Questions welcome at the end of each section.

Agenda: January 22
  • MCMP Performance Year 2 Training Agenda
  • January 22, 2010
  • 2nd Session (Attend either a morning or afternoon session)
    • 7:30 – 10:00 a.m. PT OR 11:30 – 2:00 p.m. PT
    • 8:30 – 11:00 a.m. MT OR 12:30 – 3:00 p.m. MT
  • 9:30 – 12:00 noon CT OR 1:30 – 4:00 p.m. CT
  • 10:30 – 1:00 p.m. ET OR 2:30 – 5:00 p.m. ET


new features
New Features
  • Changes to the forum
    • Forum demo on registration & changing password
  • Changes to MCMP-PAT and user’s guide
  • Downloading & uploading files via QualityNet
  • Importer utility demo


pat changes confirmation element options
PAT Changes: Confirmation Element Options
  • “Skip – Rec. Not Found” changed to “Med. Rec. Not Found”


pat changes claims based element options
PAT Changes: Claims-Based Element Options
  • “Skip” changed to “Claim Not Found”


pat changes elements in user s guide
PAT Changes: Elements in User’s Guide

User’s Guide: Features  Highlighted Elements


pat changes update claims based elements
PAT Changes: Update Claims-Based Elements

Menu: Tools  Update Claims-Based Elements


pat changes new inconsistency check

DM Confirmation

HF Confirmation

CAD Confirmation

PC Confirmation

PAT Changes: New Inconsistency Check


pat changes inconsistency warning message

New column for type of message

Updated reference

Warning message based on new rule

PAT Changes: Inconsistency Warning Message

Menu: Patient  Check Entries


pat changes packager warning
PAT Changes: Packager Warning

Menu: Tools  Create Package


reminder totals report summary

Previously titled “Skipped”

For Analysis = 218

All Ranked = All Completed

Reminder: Totals Report - Summary

Menu: Reports  Totals



reminder totals report details

Switches back to the summary report

Loads the selected patient on the main form

Reminder: Totals Report - Details

Menu: Reports  Totals


pat changes other
PAT Changes: Other
  • Form is resizable
  • HF & PC visits sorted by date only
  • Tooltips added to column headers and measure help


user s guide changes
User’s Guide Changes
  • Changed terminologies - “Skip - Rec. Not Found” to “Med. Rec. Not Found” and “Skip” to “Claim Not Found”
  • Added topic on Update Claims-Based Elements
  • Added questions and answer topic on MCMP-PAT
  • Updated topics on forum registration, import, export, user access, highlighted elements, downloading and uploading via QualityNet
  • Updated all topics on data definition
  • See “What’s New in User’s Guide” topic for complete list


data submission flowchart
Data Submission Flowchart

Create Package

Upload Package

Verify Upload

Notify QIO


qualitynet signing in
QualityNet: Signing In

1. Go to

2. Sign in


qualitynet terms conditions
QualityNet: Terms & Conditions

3. Agree to terms and conditions


qualitynet send receive link
QualityNet: Send/Receive Link

4. Click Send/Receive

5. Wait until applet is loaded


qualitynet downloading files
QualityNet: Downloading Files

6. Select a message and click Download Files



7. Confirm overwrite warning


qualitynet downloading files1
QualityNet: Downloading Files

8. Select a folder to save


qualitynet downloading files2
QualityNet: Downloading Files

9. Wait until file is downloaded

10. Sign out of QualityNet


qualitynet uploading files
QualityNet: Uploading Files

Steps 1-5. Same steps in downloading files

6. Create new message


qualitynet uploading files1
QualityNet: Uploading Files

7. Select recipients


qualitynet uploading files2
QualityNet: Uploading Files

8. Select organization and add recipients







qualitynet uploading files3
QualityNet: Uploading Files

9. Enter subject and attach file


qualitynet uploading files5
QualityNet: Uploading Files

11. Wait until file is uploaded

12. Wait until file is processed


qualitynet uploading files6
QualityNet: Uploading Files

13. Send the message


qualitynet uploading files7
QualityNet: Uploading Files

14. Review and confirm message

15. Wait until message is sent


uploading file notes
Uploading File: Notes
  • Log out of QualityNet when done
  • Notify your QIO that the package has been uploaded
  • QualityNet must be used to transfer files containing confidential information
  • QIO to verify package


data import notes
Data Import: Notes
  • New import options
  • New import message
  • No changes to file specs
  • Patient info is only updated during import
  • Visits are only added and updated during import
  • E-submission recorded training


accessing e submission webex
Accessing e-Submission WebEx
  • Open Internet Explorer
  • Type in and hit enter
  • Click on the View Event Recordings link in the top right corner
  • Locate the name of the event (MCMP Electronic Submission Call – 1/14/10)
  • Click on the green arrow at the right side of the screen
  • Enter information as prompted
  • Password: MCMPESubmit
  • Click the Playback button
  • Enter your information as prompted
  • First Name
  • Last Name
  • Email Address
  • Click the Submit button

* To relocate the WebEx Player box from the center of the screen, please do the following:

  • Left click and hold on the words ‘WebEx Player’ in the top left corner of the box.
  • Drag the box down to the bottom of the screen or to one of the corners.


recovering lost passwords
Recovering Lost Passwords
    • Ask admin to change password
    • Send PATUsers.msec file and save to folder where database is located
  • Forum
    • Use lost password recovery form – needs registered e-mail
  • QualityNet
    • Use forgot password link in Sign In page


what s next
What’s Next?
  • Register for QualityNet or make sure your prior registration is active if you have not already done so!
  • Technical Assistance
    • MCMP Forum
    • Calls on 2/17/10 and 3/10/10 (12:30 -1:30 p.m. Eastern)
    • Q&A process
    • WebEx tapings available:
      • Electronic Submission
      • January 21 and 22 Training Sessions


what s next1
What’s Next?
  • Timeline
    • Completed packages due back to your QIO by 3/24/10
    • Audit projected to start in May
  • Audit Process
    • Modifications have streamlined process for practices
    • Will include a step by step training via WebEx/essential to reduce your resource effort