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MicroMD EMR Configuration Manual 10.0

1. Select Maint gt Provider from the main menu in MicroMD PM On the Provider Listwindow record the number in the D column for the providers you need to map in MicroMD EMR You will enter this in the Zxterna d field when creating users in the EMR Provider List a Name KUMAR AT DAVIDSON WILLIAM F WEBB LISA A PAXTON JOHN J Figure 1 2 Provider List Window 1 2 MicroMD EMR Configuration Manual 10 0 Setting Up the Practice LOG IN TO THE MICROMD EMR MANAGER Procedure Details 1 Double click the MicroMD EMR Manager icon on The ogon window opens the desktop 2 Type the username and password provided from TIP This username and password come from the the installation team for the administrator Microsoft SQL installation account 3 Click OK to proceed STEP 1 ENTER THE PRACTICE INFORMATION Procedure Details 1 Click the Practice Information button This displays the Practice Information Manager screen 2 Click the Practice tab 3 Click the Edit button in the lower right hand corner The Practice Information window opens of the window 3 Practice Details Xx Practice Name Microsys Medical Registration No HRHC13 License No PDO POs OP lt 000RO X 000 Client ID 1234 Street Address 760 Boardman Cantield Road City Youngstown State Ohio Zip 44512 Country United States Phone 330 758 8
2. 2 50 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons EPCS Geld Lopkal Ace Cantrell Winde Inter set Br Ga ip rt coe amp kaj ipia Rw is i Ble ER yee fyete Books nie i Panne RS es Loge Acc Core mm dee feces ope i 5 Logical Access Control Logical Acces Control Acth ty Aoga Exit Organsater hfirsi Adrurwutrabor tHe saaman CEL hd Rey rer Ave Gots 710 en A Pin oO Fisi Mame Lasi Mame 4m Search Prescribers BEST WAYNE EMENI 9 AEE Vegna nn dates er ENStOLLED Prowider Teat ial Bee irgend Tun Neb EST ZN EMAOLLED Y Aufthorli Prescriber kunt Provider Enter pt 12a der Ey nern poet DAA DA Gea de ne Yo re en Lo OR Oe ee Pe ed ee Bed ed cre This aren vi Be y Cheat pier OT Token from beat Enter pout tap ira Pada oe Etar thee peri fee peer OTE poker dav TEE Test Hard Tate ED 5E ei a tn 4 Next the prescriber will need to identity him herself on the LAC screen by entering their NPI number The prescriber can be any prescriber that already has an EPCS status of Enrolled This could be the doctor being activated or any doctor within the practice or any other practice enrolled with EPCS Gold al eSERVICES Chapter 2 Configuring Add ons oo minder ly Teure te im Oo jal sia vw PIE Se Di ee Fine Ti fen Gp Feten ER Ge Seren Conrad a geya Tiaa Fl Logical Access Control LE Are er He Hop Lan Crane Erf irmi Miminho ocean en Hr Kay ee re Gee
3. Clinic Northside Pediatric Microsys Medica Departments Microsys Medical Department Type Adi Extemalld N 1 4 MicroMD EMR Configuration Manual 10 0 Setting Up the Practice Procedure Details 13 Click the Add button on the bottom left of this The Add Department window opens section Qdepartment Details B Department Name Department Type External Id Insert Hospital Clinic Address Street Address City State Zip Country Phone Additional Phone Fax E Mail STOP You must complete the Street Address City State Zip Phone and Faxtields for the e prescription module to function properly 14 Enter all applicable data for this practice STOP If configuring a system with both MicroMD PM and MicroMD EMR you need to enter the client ID security key you recorded for this practice in the External d tield 15 Click OK to save this information 16 Repeat steps 12 through 15 to associate each TIP If you have one practice with multiple locations practice with appropriate practice location s you will have to create several instances of the same practice EXERCISE FOR MICROSYS MEDICAL Create the following in your EMR database Clinic Location 1 Northside Pediatric 760 Boardman Canfield Rd Boardman OH 44512 Clinic Location 2 Southside ENT No address Step 1 Enter the Practice Information 1 5 Ch
4. Credit Card Number To protect your privacy only the first 8 digits of your credit card are required Cts 000K excluded include American Express debit cards and cards with a debit feature 7 Next the prescriber will be required to answer 3 questions based on his her financial history The prescriber Should try his her best to answer all 3 questions correctly but if one is missed one there is still a possibility the prescriber will pass If a prescriber receives a failure notification he she must start the IDP process over NOTE If a prescriber fails the IDP verification 3 times this could be for demographic or financial IDP mismatch or for any instance in which the prescriber closes their browser logs off or experiences an internet disruption they should not attempt to go start the IDP process again for 24 hours Once a prescriber has failed 3 times during any of the initial online registrations steps the account will be locked and he she cannot complete the process successfully until after 24 hours has passed since the last attempt Prescribers will have unlimited times to try 3 more failed attempts as long as they wait the full 24 hour lockout period each time 2 42 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons If IDP verifications continue to fail the prescriber needs to contact Experian to discuss the demographic mismatch and restart the registration process when the prescriber
5. Product Name Vendor Exchg Mode Exchg Mechanism Data to Exchange Task Name Web Service Web Service Shared Directory Carepoint RxHub SureS cripts Account Numbers Mode Mech Computer Path if E Mail Reference Lists Document Import Report Exporting Appt Reminder Transcription 9 In House Settings u Monitoring Figure 2 4 Adding EPCS Gold as a new pharmacy d In the first step of the System Integration Wizard for EPCS select EPCS Gold from the Product drop down e Choose Web Service for the Exchange Mechanism and Continuous for the Exchange Mode f Click the Next button 171 Vizard Step 1 of 4 System Details Enter the system details System Settings MicroMD EPCS Gold Product Name Vendor Exchange Mechanism Web Service z Exchange Mode Continuous Figure 2 5 Step 1 g In Step 2 of the Wizard check the Active checkbox next to EPCS 2 36 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons h Inthe computer name field your local computer s name will be populated once the Active checkbox has been checked i Browse to the EPCS folder in Program Files to create the path j Click the Next button to proceed to Step 3 System Integration Wizard Task add System Schedule Enter the task required and the schedule for these tasks Data to Exchange Active Task Computer Hame Path Create paths EP
6. eSERVICES Zah Chapter 2 Contiguring Add ons Procedure Details 9 After the users have been added a prompt will Be Lene Key ask you for a key code eli Liceras ag A Deanar Egy ie puted ho compa Ihe humor Pirate cal Herp Dohan Mechel Syrii ries ba dhlan 4 Linenge Fey 10 Click OK after entering the key code then click Finish to complete the configuration 11 STOP Clinigration must be restarted after configuring the In Out Interfax Setup 12 Remember to update the Office Package with the account number and password information When setting up Interfax on the Interfax website an email address can be added to the Preferences so that the client will get an email notifying them of the following 1 any failed fax transmission to the ultimate receiver or 2 any successful transmissions or 3 all transmissions regardless of status Instructions 1 Log onto the Interfax website with the username and password of the client Go to Preferences tab You should be on the All tab now Go to Fax Transmissions Click Change on the bottom of that section Go to Feedback section Select Feedback When Never On success On failure or Always Go to Default Reply Email a PE 1 ae oe 5 Enter the email address where the responses should go There is no need to check the box below to get the email response 8 Then click Update 2 32 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons MicroMD EPCS Go
7. Continue S EPCSGold Verify your transaction id n Once these initial online registration steps are completed and the practice has upgraded to MicroMD EMR Version 10 5 or higher the prescriber will now be ready to complete the Logical Access Control LAC process with his her administrator and grant Active status to the prescriber This is done through the Logical Access Control LAC process described below PRACTICE LOGICAL ACCESS CONTROL LAC STEPS At this time a designated Administrator for EPCS needs to grant Active access for each prescriber to use the EPCS functionality This DEA required process is called Logical Access Control LAC Essentially LAC involves the practice authorizing the prescriber to prescriber controlled substances on behalf of the practice Through the e prescribing application the practice administrator and the prescriber or another practice prescriber that has completed the initial registration steps to be considered Enrolled in EPCS are necessary to authorize a prescriber for EPCS In order to do this the admin must first login to his her e prescribing account eSERVICES 2 49 Chapter 2 Configuring Add ons Once upgraded to MicroMD EMR Version 10 5 or higher a staff member with the EMR User Role of 1 Administrator of EPCS will add the EPCS LAC icon to their Desktop Tools Click the EPCS LAC icon to access the LAC screen 2 The LAC screen will lis
8. If you need specitic instructions on setting up Dragon for individual providers please contact MicroMD Client Support Phone 330 758 8832 Option 2 EMR Support or E mail hsms support henryschein com Local Client Installation Procedure 1 Put the Dragon DVD into your DVD drive and follow the on screen prompts Details 2 Enter the serial number that is printed on the DVD sleeve 3 Choose a set up type We recommend Typical Complete Click Next 4 Continue to click Next taking all of the recommended options 5 Double click the Dragon icon on your desktop This will Start Dragon 6 When prompted to activate your software first click Activate Now and then Activate Automatically NOTE You must be connected to the Internet to activate For more information see http support nuance com productactivation 212 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Installing and configuring Dragon in an RDP Environment Procedure 1 Install Dragon Medical Practice Edition on the Windows 2008 Server R2 operating system Only this operating system detects when the Remote Desktop Connection 7 starts 2 Install the Dragon Client for Remote Desktop on the client computer You can find this installation in a top level folder on the Dragon Medical Practice Edition DVD The installation consists of two components that you install on the client computer 3 After you install D
9. button Fh Your request has been sent to SureScripts SL Please note that SureScripts may take a few minutes to process the request The system will display a red orange circle while the request is pending Once the request has been approved a green checkmark appears NOTE The window must be closed and re opened to be refreshed If the request fails the system will display a red X The error message will appear in hover text over the icon N Click the Finish button The next step in configuring enrollment in the Surescripts Direct Secure Messaging Service is to enter the direct email address for the practice Copy the direct address from the main department or clinic then paste it into the direct address field eSERVICES 23 Chapter 2 Contiguring Add ons File Tools FEJEI Practice Setup h Practice Information Practice Clinics 2 MICROS TS Users amp Facilities Registration H ita License Numb Client ID Street Address te City Communication State Zip D LEN Country Reference Lists Phone Additional Pho gt Fax Li E Mail Direct Address System Settings In House Settings a Monitoring Practice Hame Registration Mo License Mo Client ID Street Address City State zip Country Phone Additional Phone MICROSY S MED CAL 2323 760 BOARDMAN CANF
10. 22 SIE CUSTOMIZE ON ernennen 122 CONFIGURING ADD ONS ENGI oan Peciscee testes eudecmeetade sures E EIEEEDE WINE EBIEDIIENEHIE AHEEENIEEHENEER URHEBER 2 1 Direct Secure Messaging through Surescripts Clinical Interoperability Network CIN MicroMD EMR 2 1 Henry Schein Secure Chart Patient Portal MicroMD EMR c ccccccccscscssecsecsecssscsecseceseecsecsesseseaecseeeseaeeas 2 7 Dagon Medic r Praci EAOa A E re re 2 12 MicroMD Custom Reports Admin Console and Reports Viewer Configuration MicroMD PM EMR 2 20 Topaz Signature Pad Configuratii ONssesssras seee E EEEE EOE AREARE EEEE 2 25 FOOT IU tissu ise ear oases cintersteaeierdovi EENE EEE WINNIE WERE EEE ANNASA Saaai ENTE 2 31 Weide B sl 2 G3 Ce 6 aa ee 2 33 CUSTOMIZATION SCs 1 ROUNE TOO areas eee sense ne a en ee ee ee 3 1 Step 2 History Templates and Common Lists ueeseessessenseesenesennnnnnnnennnnnnnnnennnnnnnnnnnnnnnnnnnnnnnnnnnsnnnnnnnnnnn 3 1 ST Be a ee oe 3 2 Step 4 Add to the Patient Education IDI ANY sssesenstcesctettunesessieusceetoenedensdeass sidanecenstssenasenedtndianzcecteseooueiexs 3 2 MicroMD EMR Configuration Manual 10 0 TOC 1 Table of Contents Step 5 200 once t0 DECO SEEN ee ee 3 2 Step 6 Enter Common Dosages into the System uuunensensensensennennennennennennennennennennennennennennensensensensensensennen 3 3 step 7 ES DIE U EB n ES canini isian aana er 3 3 BEES Leere E E E 3 3 LATE VOI O a TE E 3 3 CONFIGURING A LAB
11. Monitoring of EPCS Enrollment o From this window the enrollment status for each prescriber can be monitored The status for Prescribers who are in the enrollment onboarding process will appear in the top section of the window each with a status indicator Those prescribers who have completed the process will appear in the lower portion of the window The status will update once every evening However to refresh the status for a real time update click the green Update Provider Status icon in the upper right corner of the window The invitation email sent to each prescriber will guide them through the remainder of the online registration process Once the prescriber receives their e mail registration invitation it is up to them to successfully complete the initial online registration steps through the registration website as outlined below PRESCRIBER REGISTRATION STEPS The DEA requires that each prescriber go through a registration process in order to send controlled substance prescriptions electronically We have broken down those requirements into simple steps If you have any questions about the registration process you can reference the DrFlrst EPCS Gold training video http go drfirst com epcs training or contact Client Support Phone 330 758 8832 or hsms support henryschein com Prescriber should set aside at least a half hour to complete the initial online registration steps in their entirety Prescribers must complete all the in
12. Name drop down select the lab company From the Exchange Mechanism drop down make the proper selection Click Next Select the data you would like to exchange through the compendium by placing a check mark next to all appropriate task checkbox es Lab Requests Lab Results and Demographic Export Enter the proper computer name and path in the corresponding fields Click Next importing and formatting the compendium for specitic lab companies Details For more in depth information about using the MicroMD EMR Manager to set up external communication please refer to the main MicroMD EMR User s Reference Manual under External Communication The Communication Setup Manager opens MicroMD EMR displays a list of any laboratory systems with which the practice has been configured to communicate The System Integration Wizard opens and displays the first step in the wizard Step 2 of the wizard appears The path should always be x lorogram tiles HS chinigrationliabname where x is the drive letter where Clinigration is installed Step 3 of the wizard appears MicroMD EMR Contiguration Manual 10 0 5 1 Chapter 5 Lab Compendium Procedure Details 11 Click Next Step 4 of the wizard appears 12 On the System Specific Datawindow enter the The following data should be placed in fields on this settings and system specific data window Enter MSH4 into the Sending Facility field Enter MSH6 into t
13. another vendor This section allows you to specify those procedures and or labs for the practice from which users can place orders Users can access these lists from the Smart button when building an encounter The main MicroMD EMR User s Reference Manual explains the use of this section in more detail under Setup Unless the practice has a lab interface there is no need to edit the Custom Labs tab This tab is only for those panels agreed upon with the third party interface Procedure Details 1 Click the In House Settings button This displays the n House Settings Manager screen Create a List of In House Procedures 2 Click the Procedures tab 3 Highlight the appropriate resource and click the The Reference List Viewer window opens Add button on the bottom right hand corner of the window 4 Enter all appropriate in house procedures Please refer to the main MicroMD EMR User s performed by the resource Reference Manua tor more details on in house procedures 5 Click OK when finished 6 Repeat steps 3 through 5 for each resource that performs procedures in house Create a List of In House Lab Tests 7 Click the In House Labs tab 8 Click the Add button on the bottom right hand corner of the window 9 Create the lab panel and add tests to the panel The main MicroMD EMR User s Reference Manual explains this in more detail 10 Click OK when finished creating the lab 11 Repeat steps 8 through 10 for each in ho
14. enter a This is the detault message patients view in their standard message explaining to patients how their My Records section of the Patient Portal When a CCR and CCD files will be displayed and added to user publishes a CCR or CCD he or she can the Patient Portal remove this default message and add a new one 9 In the Department drop down select which NOTE Leave the Patient Portal Settings department in the practice is licensed to handle the window open if you are planning to add communication through the Patient Portal You MicroMD EMR users to the Patient Portal may be prompted for a key code 7 Patient Portal Settings Patient Portal Settings Web Address https www mpupdox com updox ul jnip CCD CCR Message Your record are typically available in 2 formats As a data file in XML format which you can download and provide to other practices or upload to a personal heath record such as Google Health or Microsoft Health ault Department For Validation Only Registered users paul p micropractice com Figure 2 3 Patient Portal Settings Window Adding MicroMD EMR Users to the Henry Schein Secure Chart Patient Portal Once the system settings have been established for the Patient Portal you can add MicroMD EMR users authorized to send messages and publish to the Patient Portal Procedure Details 1 In the MicroMD EMR Manager click the NOTE Steps 1 10 are completed by MicroMD Commun
15. enter each of those practices as a department and then map them accordingly Gathering System IDs If you have a system with both MicroMD EMR and MicroMD PM you should have some additional information up front before you begin to configure MicroMD EMR Since you set up the practice management portion of the practice s system first you should have this information readily accessible Location Mapping Information Select Setup gt System Preferences from the main menu in MicroMD PM From the Locations tab record the number in the D column for the locations you need to map in MicroMD EMR You will enter this in the Externa d field when creating clinics in the EMR MicroMD EMR Contiguration Manual 10 0 1 1 Chapter 1 Setting Up the Practice lt System Preferences Locati RYU System Registration Quick System System Sales Der Mult Preferences Tezt Tezt POS TOS Taz Departments ID Location Description None CANFIELD CANFIELD CRNA HUBBARD POLAND POLAND CRNA nw kw oO Figure 1 1 Location Tab in System Preferences Practice Mapping Information Locate the first part of the client ID security key e g 2323 AQJK12H You will enter this in the External Id field when creating departments in the EMR NOTE For internal employees you can find the client ID in the Office Package on the Practice tab of the client s account Provider Mapping Information
16. kunt evel fox nti TAGI Ta TABOO o T LABN C TIBE TLES TE TLB C TABKTSOSE o T LUBKTSSSE C TABES C TLEEJEGSE C TAB C TIRESGC 10 If the model is a BHSB select Yes and click OK Doet your kabis model number end in BHSE ee oe 11 When asked to choose a Com port check the device manager to see which port the Keyspan or USB device installed to and use that port Fo penal conmector choose the com put If it is a straight serial connection of the Topaz Fiss bea eon device check the device manager for an open Com E Com Com port to use RER C Com4 Choose the appropriate Com port and click OK Note which Com port you assign to the device as this will be needed in the server side installation 12 Click Agree at the license agreement eSERVICES oHG Chapter 2 Configuring Add ons Procedure Details 13 Select OK and click Yes Would you live a shortcut bo Demo Chex exe the This will install the local text application on the Topaz e signature demonstration and test desktop program placed on your desktop 14 Click OK on the next two screens Instellailon metes and getup documentation can mom ee found in the following directory CMiindoesisigPlus00cs FREE DOWNLOADS APPLICATION SOFTWARE APPLICATION EXAMPLES DEVELOPER SOURCE CODE www topazsystems com 7 For complete t tignatune captbiiy in MS Word and Excel u kon Adobe Acrobat ue the Appkoaton Pl
17. mail invitation and enter the IDP Confirmation Code Transaction ID Number supplied in the letter to complete the initial online registration steps If the prescriber has lost the original e mail invitation they may access the website with the following link https ui epcsdrfirst com pob login 18 In order to log back in the prescriber will need his her token to enter an OTP PIN number and the passphrase that was created during the initial registration steps outlined above SEPCSGold EPCS Gold Sign in rae See ddd tr eee cer Bird rs i I inte api batt W r Pr Hh i 1 a ee mer i bea hb jar 1 Pe ee Tis g En hare fon ha tt marl J Sechre t i ac ice Paes dee OTF Pa 7 you are rice et TE deat pan Er i Dean pores waar d e amp 2 48 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons NOTE Ifthe prescriber has forgotten his her passphrase he she can reset it by clicking the link above titled Forgot Passphrase The prescriber will need to enter the information below and answer the security question to reset his her passphrase Forgot Passphrase Enter the following information to proceed NPI EPCS Registered Email Token Serial No OTP PIN a 1 Once logged in the prescriber will need to enter the IDP Confirmation Code Transaction ID Number found in the IDP Confirmation Letter sent by Experian This code should be entered into the box shown below and then click
18. map to MicroMD PM you can Skip steps 11 through 15 User groups are used throughout the system For example when a provider prescribes a plan for a patient the provider can specify that any member of a specitied user group can execute that plan NOTE If you do not need to create User Groups for this practice skip to step 22 Please refer to the main MicroMD EMR User s Reference Manual under User Roles and Functions for more in depth details on user privileges 1 8 MicroMD EMR Configuration Manual 10 0 Setting Up the Practice Procedure Details 20 Click OK when finished to save the new group 21 Repeat steps 18 through 20 for each user group Create Facilities 22 Click the Facilities tab This tab allows you to create resources such as EKG machines ultrasound machines etc 23 Click the Add button 24 Enter all appropriate information for this facility 25 Click OK when finished 26 Repeat steps 23 through 25 for each facility EXERCISE FOR MICROSYS MEDICAL Create the following users in your EMR database USER 1 Donald Smith MD Address none SSN unknown Gender Male Specialty Pediatrics Location Practice Northside Pediatrics Microsys Medical Roles Physician Nurse Administrator Additional Functions all except View OR and View Delivery Room Username password pedia pedia USER 2 Justa Kidd MD Work Address 760 Boardman Cantield Rd Boardman OH 44512 SSN unknown Gender
19. most commonly prescribed This narrows the list for all prescribing providers and medications to this list helps avoid the need to scroll through a large list of medications the practice doesn t even use 5 Click the Plans tab on the right hand side 6 Add the practice s most commonly used This narrows the list of procedures in any plan lists procedures and allows the practice to force the providers to choose from an approved list of procedures NOTE Physicians can always access the entire list if necessary 7 Click the Labs tab on the right hand side 8 Add the practice s most commonly ordered lab panels 9 Click the Nursing tab on the right hand side 10 Add the practice s most commonly used nursing Once you finish step 10 you re finished with procedures Reference Lists Step 5 Reference Lists 1 19 Chapter 1 Setting Up the Practice Procedure Details Customizable Lists Tab 11 12 13 Click the Customizable Lists tab Highlight the Station List option and add each item the practice wants to be able to select in Scheduled Visits Highlight the ag Colors option and add each color the practice wants to have available in Scheduled Visits 1 20 MicroMD EMR Configuration Manual 10 0 Setting Up the Practice STEP 6 DEFINING IN HOUSE PROCEDURES AND LABS There are practices that perform certain procedures and or laboratory tests in their office rather than sending the patient out to
20. that Surescripts does not already appear in the list 4 Click Add The System Integration Wizard opens and displays the first step in the wizard 5 From the Product Name drop down select AxHub 6 Select Web Servicetrom the Exchange Mechanism drop down 7 Select Continuous from the Exchange Mode drop down 8 Click Next Step 2 of the wizard appears 1 14 MicroMD EMR Configuration Manual 10 0 Setting Up the Practice Procedure _ Details 9 Place a check mark next to all three task checkboxes Benefits Update Formulary Update and RxHistory Update 10 Enter the computer name of the server and the NOTE Remember to create the appropriate folders on following paths the server If you are currently on the server you can click Benefits Update the Create Paths button C Program FilesIHS MicroMD EMR CliniGration rxhublbenefits Formulary Update C Program Files HS MicroMD EMR CliniGration rxhubltormulary RxHistory Update C Program Files HS MicroMD EMR CliniGration rxhub lrxhistory 11 Click Next Step 3 of the wizard appears 12 Click Next Step 4 of the wizard appears 13 Click Finish to close the System Integration Wizard 14 Restart CliniGration MicroMD EMR is now set up to download the prescription data updates Interfax Setup To set up faxing with Interfax you need the following information to enter in the system Interfax account number s and password s Incoming fax line number s
21. the prescriber will enter into the online registration site to complete their initial registration steps e What if I lose my IDP Confirmation Letter Contact MicroMD Client Support We will request a new Experian IDP Confirmation letter from DrFirst be sent to your HOME address There will be an additional charge for a lost IDP Confirmation Letter Initial online registration steps Submitting your identity proofing information e What if I didn t receive a registration invitation e mail The invitation e mail includes a unique link for each prescriber to the online registration website and comes trom the following e mail address DO NOT REPLY EPCS epcsdrfirst com First check to ensure that the e mail did not end up in your Junk Mail or SPAM folder If you still cannot locate your invitation e mail and you have not started any of the online registration steps contact MicroMD Client Support to reissue a new invitation e mail There are a number of reasons why you may not have received your invitation e mail including o Internet disruption o Your inbox is full o Your e mail address is over 30 characters including the domain com eSERVICES Zo Chapter 2 Configuring Add ons What if I lose my original registration invitation e mail after I ve completed the initial online registration steps If you have already completed the steps to successfully submit your Identity Proofing IDP establish your signing pass phrase and register OTP
22. trom Interfax List of EMR users associated with those numbers and or department associated with each number NOTE If no user is associated with an outgoing fax account the system does not display a Fax button for them To set up the Interfax communication within MicroMD EMR Procedure Details Create Interface Entry 1 Open the MicroMD EMR Manager and click the Communications button 2 Choose the fax option Steo 4 Communication with External Applications 1 15 Chapter 1 Setting Up the Practice Procedure Details 3 Click the Add button 4 Select nterfaxtrom the Product Name drop down 5 Select Shared Directorytrom the Exchange Mechanism drop down 6 Select Continuous trom the Exchange Mode drop down 7 Click Next 8 Place a check mark in the appropriate task you want to activate 9 Complete the Computer Name and Path fields as appropriate 10 Click Next 11 Click Next again The System Integration Wizardwindow opens The 7ask add System Schedule step displays If you want to use Interfax for both outgoing and incoming taxes place a check mark next to both Faxing Out and Faxing In The Communication Parameters step displays The System Specitic Data step displays System Specific Data Enter the system specific data System Specific Settinas Faxing Out Acount Name Medical Main Stree Delete Faxing In Fax no Associated Users Add 1 866 500 1925
23. user from the list highlight their entry and click the Delete icon Steo 4 Communication with External Applications LAF Chapter 1 Setting Up the Practice Procedure Adding Incoming Faxing 20 Click the Add button in the Faxing n section step 11 21 In the axline Numbertield enter the incoming fax number associated with the Interfax account listed in the Account Name field 22 Inthe Account Name field enter the Interfax account name 23 In the Passwordtield enter the password for the account listed in the Account Name field 24 f this Interfax account applies to users within an entire department in MicroMD EMR select that department trom the Department drop down 25 Inthe Description field enter useful text that helps you identity this Interfax account in the list 26 Click the Lookup icon next to the User s field to associate this Interfax account with the appropriate MicroMD EMR users 27 Click OK 28 Repeat steps 20 through 27 for each incoming fax line from Interfax 29 Click Finish in the System Specitic Data step when you have completed adding outgoing and incoming fax details Details The nbound Faxline setup window opens 7 Inbound Faxline setup Faxline Number Account Name Password Department Description User s This is the login name the system uses to access the Interfax web site for this account This is the password the system uses to a
24. 0 0 Contiguring Add ons e How do I register my hard token with my account after receive it If you are still completing the activation process you may access the online registration site trom your original registration e mail invitation to manage your devices add additional hard or soft tokens to add your new hard token If you have already been granted active access after the LAC process you will be able to access the EPCS Dashboard from the icon on your Dashboard Tools in MicroMD EMR The icon will link you to your EPCS Dashboard login screen Login with your credentials and select the Devices tab to add your hard token Token Management e What if the prescriber advises they lost their token If a prescriber loses their token DrFirst staff will first ascertain whether or not the prescriber has a backup token If the prescriber has a backup token we should walk the prescriber through how to register additional devices tokens through their EPCS Dashboard If the prescriber does not have a backup token or still wishes to receive a replacement token the prescriber will be made aware that a replacement fee exists and the request tor a new token will be submitted to MicroMD MicroMD should also notify DrFirst to disable replacement tokens e What happens if the prescriber does not receive their token If a prescriber reports their token was not received in the mail verity that the package was shipped to the correct address and there we
25. 832 Additional Phone Fax 330 758 0182 E Mail supportemr micromd com 4 Edit any data you need to change STOP The Phone and Faxfields are required for reporting purposes as well as e prescribing The Client ID field is required for MicroMD DMS 5 Click OK to save this information Log in to the MicroMD EMR Manager 1 3 Chapter 1 Setting Up the Practice Procedure Details Clinics Tab 6 Click the Clinics tab 7 Click the Add button 8 Enter all applicable data for this location 9 Click OK to save this information 10 Repeat steps 7 through 9 for each practice s physical location Departments Tab 11 Click the Departments tab 12 Select the appropriate location from the C inic drop down list NOTE You must create at least one entry on this tab in order to use MicroMD EMR The Clinic Details window opens ER Clinic Details X Add Clinic Name External ld Street Address City State Zip Country Phone Additional Phone Fax E Mail STOP If configuring a system with both MicroMD PM and MicroMD EMR you need to enter the number you recorded for this location in the External Idtield NOTE You must associate at least one practice with each location in order to create users within the system even if there is only one practice location MicroMD EMR populates this list from the Clinics tab Practice Setup Manager
26. All Clients Client Server Citrix and Terminal Server The portion of the installation below needs to be completed for all clients Additional installation instructions for Cloud Citrix or Terminal Server need to be completed and are presented after this initial installation Procedure Details 1 Download and save the SigPlus exe installer to http www topazsystems com software sigplus exe your local client computer terminal 2 Right click the sigplus exe and choose Run as Administrator eSERVICES 2 23 Chapter 2 Contiguring Add ons Procedure Details 3 Follow the installer through choosing the Ea eT TTT appropriate Tablet Model during install Re i Wu rer te nmm Faa pai mai al re unge Frag ee a A a pn ee er ag m Diii ni baka iiih al ie re jn mi barer AB ser Dha tieni in imiran mi Sn Damna i T en er en Te a aT ye ar TA AAD THE OX ern her u ee ee ea Ta a eh s _ Ce Click Next Tag En Er a ibd nts ar wage Lapa Laha gt Fr ra en emi bike chet beer rd ren I aa ee et ees AAOAP by cicking Lamas mm Lana 8 The Determine Tablet Model Group window will P rbieni aa 5 pop up In most cases select T L and lick OK Watney ata ap 2 20 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Procedure Details 9 Select the model and click OK Pisae choose youn Tablet Model from ihe hit Er Pfand the bick of pour Bigri
27. COMMON DOSAGES INTO THE SYSTEM If the physician has common formulas they use when prescribing medications e g Take 2 tablets 3 times per day you can enter those dosages in the Dosage Manager The physician can then simply pick the appropriate dose for the medication they want the patient to have Select Tools gt Dosage Manger Completed N A Dosage Manager STEP 7 ESTABLISH USER PREFERENCES The user s preferences help streamline the user s experience when they first begin using the system Review the following preferences with the user and establish the most important to edit before they use the system The user can then customize any remaining preferences when needed Completed N A General Completed N A Desktop Navigator Completed N A Encounter Completed N A Chart Preferences Completed N A Medical Information Completed N A Toolbars REPEATING THESE STEPS Once you have completed all of these steps remember to repeat them for each of the users in the new system The only ones you do not have to repeat for each user are steps 4 and 5 These steps are practice level items that apply to all users WHAT TO DO NOW Once you have made all necessary customizations or trained the user how to make those customizations before the training you can begin to train the practice on how to use the product Steo 6 Enter Common Dosages into the System 3 3 CONFIGURING A LAB INTERFACE FOR THE EMR When you want to install a lab interfac
28. CS SHAREER C Program FilesSHS MicroMD Clinigration EPCS 4 Schedule for sending ot applicable for continuous exchange schedule Edit Schedule for recerving ot applicable for continuous exchange schedule Edit lt Back Ment gt Cancel Figure 2 6 Step 2 k There are no communication settings in Step 3 Click Next to move to Step 4 Place a checkmark in the checkbox next to each prescriber you are registering for EPCS m In Step 4 the key code for EPCS is entered This is usually performed by your HSMS Implementation expert or your VAR n Once the key code has been entered click the Register with MicroMD EPCS Gold button This will close the setup and restart Clinigration The system will now send out an invitation email to any of the selected prescribers using the data from the setup Prescribers will pass prescriber data one at a time This will initiate the Provider On Boarding Process POB for EPCS eSERVICES IN Chapter 2 Configuring Add ons TA System Integration Wizard Step 4 of 4 System Specific Data Enter the system specific data System Spec he Settings AYN ia Select the providers who you want to register with MicroMD EPCS Gold User name EPCS Reylode Status Mohsen Tamasaby M D Register with MicroMD EPCS Gold Registered users I User name EPCS KeyCode Provider HFI Status Deactivate User Back Finish Cancel Figure 2 7 Step 4 and
29. Data Services or the VAR is responsible for setting up and administering authorized user names and passwords established by clients through a MicroMD Custom Reports Viewer Admin application installed on the SQL Server MicroMD Data Services or the VAR is also responsible for providing the custom report to the client to be saved on the client designated network location for access The MicroMD Custom Reports Viewer Admin should ONLY be installed for MicroMD Data Services or the VAR staff that will be setting up client established user names and passwords The MicroMD Custom Reports Viewer should ONLY be installed on the desk top of client approved users Procedure Details 1 Receive client completed Viewer User Registration Form with user names and passwords for each authorized user approved to access the custom report 2 20 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Procedure Details 2 MicroMD Data Services or VAR implementation resource install the MicroMD Custom Reports Viewer Admin application on SQL Server 3 MicroMD Data Services or VAR implementation resource manages the setup of each authorized end user in the MicroMD Custom Reports Viewer Admin application 4 Receive completed custom report from MicroMD Data Services If a Report by Request 5 MicroMD Data Services or VAR implementation resource saves completed custom report on appropriate client networ
30. Davidson Bill Lopez 16469127054 Delete 1 16 MicroMD EMR Configuration Manual 10 0 Setting Up the Practice Procedure Details Adding Faxing Out 12 Click the Add button in the Faxing Out section 13 In the Account Name field enter the account name provided by Interfax 14 Inthe PasswordTield enter the password for this Interfax account 15 If this Interfax account applies to users within an entire department in MicroMD EMR select that department trom the Department drop down 16 In the Description field enter useful text that helps you identity this Interfax account in the list 17 Click the Lookup icon next to the User s field to associate this Interfax account with the appropriate MicroMD EMR users 18 Click OK 19 Repeat steps12 through 18 for each outgoing Interfax account the EMR should use The Outgoing Fax Account window opens Z Outgoing Fax Account Account Name Password Department Description User s This is the login name the system uses to access the Interfax web site for this account This is the password the system uses to access the Interfax web site for this account The system looks at the departments selected in the Workplace tab of a user account in the MicroMD EMR Manager under Users and Facilities When these users click the new Fax button in various parts of the system their faxes use this Interfax account To remove a
31. Experian 7 ENROLLED Prescriber has entered their IDP contirmation ID and is enrolled in EPCS The prescriber may send controlled substance prescriptions if they have an active Grant associated to an organization 8 NPINOTFOUND Prescriber does not exist in EPCS Gold 9 DISABLED Prescriber has been disabled and can no longer send CS prescriptions 10 INACTIVE Grant status is still inactive LAC process not complete 11 ACTIVE Grant status is now active LAC process complete prescriber is ready to prescribe controlled medications EPCS TIPS FAQs Identity Proofing IDP e What is Identity Proofing IDP and why is it required Identity prooting is a DEA required step that must be completed by an approved 3 party entity such as Experian to verify each prescriber is who they say they are e Who does the Identity Proofing IDP Experian verifies the demographic and financial information of each prescriber registering tor MicroMD EPCS Gold e What are the Identity Proofing IDP steps As part of the initial online registration process the prescriber submits demographic and financial information matching the intormation that Experian has on file for the individual Once the information is successfully submitted during the online registration Experian processes the information and FedEx s a physical IDP Confirmation Letter to the prescribers HOME address That letter will contain an IDP Conformation Transaction ID that
32. IELD ROAD Boardman Ohio 44512 oo United States 330 758 8832 330 758 8832 Figure 2 1 Enter the direct email address in the EMR Manager Next you ll need to configure individual users and permissions for viewing and sending both practice direct mail and user direct mail Procedure Details 1 Open the MicroMD EMR Manager 2 Select Users amp Facilities 3 Select the Users tab under Users and Facilities Manager 4 Select the appropriate System User from the menu on the left or perform a search Users and Facilites Manager Facilities System Users OS 2m Admin 2 4 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Procedure Details 5 First click the Edit button below the Additional Functions area 6 The last item on the right side of the window is the Manage Mail to Clinic checkbox 7 Click the OK button to close the User Roles and Functions window and advance to the next step 8 Select the Roles tab onal Funchone e Charts its All ts Admin ge Groups Selerence Data lew Rights This will open the User Roles and Functions window 7 User Roles and Functions User Roles and Functions Roles
33. INTERFACE FOR THE EMR LAB COMPENDIUM 7OC 2 MicroMD EMR Configuration Manual 10 0 PREFACE This manual is designed for Independent Training Representatives ITRs resellers of MicroMD EMR software and for Henry Schein Medical Systems HSMS training personnel as a guide through the initial setup of MicroMD EMR The purpose of this manual is to explain the minimum data required to complete the initial set up of the program beginning after the installation of MicroMD EMR These instructions prepare the system for overall office production STOP Before beginning the procedures contained in this manual verity that the computer network and MicroMD EMR have been installed appropriately This contiguration manual does not include installation procedures or networking and hardware setup HOW THIS MANUAL IS ORGANIZED This manual is written on the assumption that the reader already knows how to use the program It lists the tasks involved in the initial setup in a simple step by step format In other words this manual describes what needs to be done and why it needs to be done The MicroMD EMR User s Reference Manual describes in depth how to actually perform many of the steps required You can select Help gt Reference Manual from the main menu in either the MicroMD EMR application or the MicroMD EMR Manager to access the documentation UNDERSTANDING TYPOGRAPHICAL CONVENTIONS Before using this manual it is important to understand the ty
34. MICROMD EMR VERSION 10 0 SOFTWARE CONFIGURATION 74 HENRY SCHEIN Micre ID TABLE OF CONTENTS PREFACE HOW This Manual is Organi Zed seriis ananira raa aran ee are Understanding Typographical CONVENtIONS ccccccscscsssssecsecsecsecssecsecsessesesseessesseseeseessessesaesaesaeseesaaseass BIOS REITEN ee ee ee Text You Type Using the KV OGEG esse ee een Keys roU Pies 300 BEL ONS VOU CICR erres E E E EE ee Dialog Box Application Window Titles and Field Names cccccccsecscsssecssscseessecssecseeseceeceesssecssecsesseessecseeees ii Notes Warnings ana TIPS une I SETTING UP THE PRACTICE PT UG OTT COND PWN E A osceauch au cee que reashnsaac ee 1 1 TAO O ee E atet otutancedeictesenintenasueuteteatcatubarehataedtctctebesubenecantetatatieancecene 1 1 CAE a EE ete ne ee et nee A A eee E A eee 1 1 Log in to the MicroMD EMR Manager een 1 3 S A a A EE DA One 1 3 Step 2 Add Users and FACIL S sssrsessssssstssnsosicnicssssnustu sensasi nannten 1 6 SIEB e Ne Der a E ee a ee regen 1 10 Step 4 Communication with External Applications c ccccccccccsecsscsscsscssecessessesssessessessesssesseseseesasees 1 11 E I S U E NEA EER en rete ee reer a Fe HII 5 TD ee ee ee 1 14 FCC TI SCC o EE O E ET E E EE O O E E E OE EE S 1 15 StED 3 RE E E anne E R 1 19 Step 6 Defining In House Procedures and Labs uuuceeeeeeeeeeeeeeeeneennennennnnnennnnnnnnnnnnnnnnnnnnnnnnnennnnnnnennnnnn 1 21 SE 0 72 O MONTON Gene ae a a a iara N
35. Male Specialty Pediatrics DOB November 27 1950 Medical License Number MA060948 Location Practice Southside ENT Microsys Medical Roles Physician Administrator Lab Technician Additional Functions Merge Charts Manage CliniPatient Add templates to shared Reports Admin Manage Telemedicine and Add reference data Username password kidd kidd Steo 2 Add Users and Facilities 1 9 Chapter 1 Setting Up the Practice STEP 3 SET SYSTEM WIDE DEFAULTS The System Settings area allows you to maintain the MicroMD EMR system For setup purposes the installation takes care of most of these settings The following steps outline only those items that you need to edit at this time Procedure Details 1 Click the System Settings button Demographics Tab 2 Click the Demographics tab 3 Click the Edit button 4 From the State drop down select the appropriate default state for your practice s new patients 5 Click OK to save this change Practice Tab 6 Click the Practice tab 7 Click the Edit button 8 Edit the options as appropriate for the practice 9 Click OK to save this change Directories Tab 10 It is not essential to make any changes to the Directories tab at this time Notification Tab 11 It is not essential to make any changes to the Notification tab at this time Practice Holidays Tab 12 It is not essential to make any changes to the Practice Holidays tab at this time unless th
36. PCS Dashboard from MicroMD EMR to manage your EPCS account after granted active status o Authorize controlled substance prescriptions at the point of prescribing in MicroMD EMR eSERVICES 2 5 Chapter 2 Configuring Add ons Initial online registration steps Registering OTP soft token s to your EPCS account What are OTP tokens and why are they required An OTP On Time PIN token hard or soft is a required piece of the prescribers EPCS credentials used in combination with their NPI number and established signing Passphrase to securely authenticate prescribers during EPCS registration EPCS Dashboard account access and at the point of prescribing controlled substances A hard OTP token is a physical device about the size of a USB drive with a button that the user pushes to generate the unique PIN Each time the button is pushed a new unique PIN is generated and shown in the token window for the prescriber to enter where appropriate A soft OTP token essentially works the same way although it is a downloaded app that can be used on devices to generate a unique PIN m e AA Crodentat it VSMT19181937 f Creurty Cote o While prescribers MUST start their registration process using a downloaded Symantec VIP Access soft token every prescriber will be issued a hard token to register with their EPCS account o The hard token can be used for prescriber Logical Access Control LAC activation during registration as well
37. Physician Nurse Physician Assistant Pharmacist Nurse Practitioner Billing Personnel E View only Provider Additional Functions 7 Merge Charts V Reports Admin Manage Transcriptionists 7 Add Templates to Shared Write Prescriptions on Behalf V Referral Tracking View OR Patient Transport Z Manage Stock 7 Edit Master Descriptor List Z Copy All Common Lists To 7 Set Prescription Warning level Z Drug drug Interaction Severity Y Restricted or Confidential Data Non Physician Care Giver 7 Receptionist C Transcriptionist Practice Manager Administrator Lab Technician Reports All Manage Groups Add Reference Data Write Prescriptions Authorize Refill Requests Goal Monitoring Desktop View Delivery Rooms Unidentified Items Manage Cardiology Manage Item Descriptor Sets Emergency Access Delete Provider Orders Manage Mail to Clinic Check this box to grant the user access to the primary direct mail address of the practice Admin Or EMR Personal Poisson Aces warst Poles Dioess User Roles and Functions Roles Additonal Functions eSERVICES 2 5 Chapter 2 Contiguring Add ons Procedure Details 9 Select the Mail Access tab in the lower portion of the window In en Reoeptionist for Co sign Encourlgs Mail Access this tab you will designate which direct email addresses each user can ac
38. R Contiguration Manual 10 0 SETTING UP THE PRACTICE CHAPTER 1 Once you have everything installed and your content requirements established you can then configure the program for the practice and then customize each user s preferences You must first use the MicroMD EMR Manager to create the practice enter locations create users and establish any defaults MAPPING TO MICROMD PM If working with a practice that has purchased both MicroMD PM and MicroMD EMR there are some important relationships you must understand and some additional IDs you need to retrieve from MicroMD PM Terminology The following describes as simply as possible how to draw a parallel between the two products and the terms used within each product You should keep these relationships in mind as you set up a system Practicein MicroMD EMR has no comprehensive relative in MicroMD PM unless this is a single practice system Since there can only be a single practice within MicroMD EMR but multiple practices within MicroMD PM you enter the main practice name on the Practice tab in MicroMD EMR However you actually enter the practices for the system under the Departments tab and map them accordingly C inicsin MicroMD EMR Location in MicroMD PM Each Clinic you establish in MicroMD EMR corresponds to each practice location you create in MicroMD PM Departmentin MicroMD EMR Practice in MicroMD PM When you have multiple practices within MicroMD PM you
39. age recton For consering segment mage ad et as Grp ipo Mi end sera daulo he eritadi ini Flue fF For developers thane am demo proach ke unkuy oor Acih Game nn VES VE MET CA MET Wepaal Coe fut pln Hie fie a re ae tre a ba Se eel ee He hey ae Dicer bow Line rat at pE ayie ee te 15 Click Finish to complete the installation Tce amp Spread OT en re retain Dmir Wom Pye paan bo opel hes ed alae 2 28 MicroMD EMR Configuration Manual 10 0 Configuring Add ons Additional Installation Steps for MicroMD Cloud Citrix f installing in a cloud environment Citrix the additional steps below need to be completed Complete the client installation instructions above prior to starting the server installation Procedure Details 1 Launch a Remote Desktop Session with Administrator privileges on the Citrix server 2 Download SigPlus exe from http www sigpluspro com Software sigplus exe 3 See the instructions for your specific server type NOTE Server Installation must be done this way or the Topaz device will not work for all users only admins a Server 2003 Go into Add Remove Programs gt Add New Programs Click Browse and navigate to the SigPlus exe Run the install through the Add Remove Programs wizard here b Server 2008 or 2012 From a CMD line type Change user install to enter Install mode Install SigPlus exe After installing from CMD line type Change us
40. al If after a number of failed attempts the submission is unsuccessful you will need to contact Experian to secure a copy of your credit report to contirm the information Experian has on file and retry your submission 2 56 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons What happens if my submission of demographics is unsuccessful for the Experian Identity Proofing IDP during my online registration Prescribers must complete all the initial registration steps Submit IDP information establish a passphrase and register soft tokens in a single attempt or else the system will consider it a failed attempt If all initial steps are not successfully completed Experian will not begin their prescriber IDP process After 3 failed attempts the online registration system will lock prescribers out for a FULL 24 hours from the time of the 3 failed attempt This includes instances where the prescriber closes their browser logs off of the registration site or if an internet disruption occurs Prescribers will have unlimited times to try 3 more failed attempts as long as they wait the FULL 24 hour period each time Are there things can do to ensure a successful submission of my Identity Proofing IDP information Yes Most importantly plan to complete all the initial online registration steps in one sitting to ensure a successtul submission Additionally use the following tips to improve you Experian IDP success rate o Wh
41. all of their IDs etc in this area 3 Click the Add button to add a new user The pages of this wizard correspond to the sub tabs of the Users tab To edit any information after creating the user just click the appropriate tab and click the Edit button 1 6 MicroMD EMR Configuration Manual 10 0 Setting Up the Practice Procedure Details 10 11 Enter all personal information appropriate for this user in Step 1 of the wizard and click Next In Step 2 of the wizard enter the user s identification numbers etc if applicable and click Next In Step 3 of the wizard enter the user s various contact information and click Next In Step 4 of the wizard associate the user with at least one of the departments you created and click Next In Step 5 of the wizard establish the user s access rights to the system and click Next In the final step of the wizard provide the user account with log in credentials and click Finish If this is a system with both MicroMD PM and MicroMD EMR you need to map this user to a provider on the PM side Proceed with step 11 Otherwise skip to step 16 Highlight the user and click the Access tab ies Manager Facilities Friedman David Last Name First Name Middle Name Title Dr Suffix NOTE If using the e prescription module you must complete the VP and or DEA fields for the user These numbers are required for the module to fun
42. apter 1 Setting Up the Practice EXERCISE FOR MICROSYS MEDICAL Create the following in your EMR database Department Practice for Northside Pediatric Microsys Medical Department Type Pediatrics 760 Boardman Canfield Rd Boardman OH 44512 Phone 330 758 8832 Fax 330 758 0182 Department Practice for Southside ENT Microsys Medical Department Type Family Medicine 790 Boardman Cantield Rd Youngstown OH Phone 330 758 8830 Fax 330 758 0180 STEP 2 ADD USERS AND FACILITIES The user area in the MicroMD EMR application also functions as the demographics for the user For example a user in the MicroMD EMR application who is also a physician only has a user profile That profile contains their username and password along with their tax ID social security number etc In MicroMD PM that physician has both a user profile that contains his or her username and password and a separate provider profile that contains their ID information etc TIP When creating users be sure to click the Next button to save your current changes before you click Back to edit a previous page If you click the Back button without moving forward first you lose any data on the current page Procedure Details 1 Click the Users amp Facilities button This displays the Resource Manager screen Create Users in the System 2 Click the Users tab Remember Physicians in the EMR do not have separate protiles You should record
43. are completely enrolled in EPCS enrollment statuses for prescribers can be monitored in the EMR Manager in the System Integration Wizard Step 4 which is the final step of the wizard System Specific Data Enter the system specific data System Specific Settings Select the providers who you want to register with MicroMD EPCS Gold User name EPCS Revlode Status Mohsen Tamasaby M D Register with MicroMDO EPCS Gold Registered users User name EPCS Keylode Provider HFI Status Deactivate User Figure 2 8 Monitoring EPCS Enrollment Status in the EMR Manager Those prescribers who have completed the process will appear in the lower portion of the window The status will update once every evening However to refresh the status for a real time update click the green Update Provider Status icon in the upper right corner of the window The status codes for enrollment are as follows 1 NOTENROLLED Prescriber is not enrolled in EPCS 2 INVITED Prescriber is in the invited state in EPCS 3 INVITEFAILED Prescriber could not be invited because of some error 4 INVITEPENDING Temporary state between NOTENROLLED and INVITED 5 IDPFAILED Prescriber failed the Identity proofing step in the registration process 2 54 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons 6 TOKENBOUND Prescriber has completed Identity Proofing and is waiting to receive their IDP confirmation letter in the mail from
44. as serve as the main or backup OTP method Why should download multiple soft tokens on different devices Having back up tokens ensures that the prescriber is never without a way to authorize EPCS prescriptions Additionally as a DEA required safety precaution if all tokens are lost the prescriber would need to repurchase MicroMD EMR EPCS and complete the registration and activation process all over again As a reminder soft tokens should NEVER be downloaded to a device upon which you will be authorizing controlled substance prescriptions How many tokens can register to my EPCS account Prescribers may register up to five tokens to their EPCS account in any combination of hard and soft How should I name my multiple tokens when registering them to my account If you will be using multiple tokens to authorize prescriptions you will want to name your tokens to be easily identitied and selected from a list of all your active registered tokens in the MicroMD EPCS Gold signing screen o If you plan to use multiple soft tokens on multiple devices Chose a short name that clearly identities the specific device o Ifyou plan to use multiple hard tokens Consider naming them Hard Token 1 Hard Token 2 etc then marking your hard token with that number to keep them straight Where will the hard token s be mailed Hard tokens are mailed the prescriber s office address on file with MicroMD 2 58 MicroMD EMR Configuration Manual 1
45. ation steps to start their Identity Proofing IDP Set aside a half hour Experian verifies prescriber identity and mails a confirmation letter to the prescribers home About 3 days Prescriber enters their IDP Confirmation Transaction ID from their Experian IDP Confirmation Letter into the online registration website Practice Logical Access Control LAC Steps Designated practice administrator completes the Logical Access Control LAC to grant Active status to the prescriber authorizing the prescriber to prescribe controlled substances on behalf of the practice MicroMD confirms prescriber has been granted Active status and contacts practice to schedule web training MicroMD Client Support or VAR Support and Training Support prescribers through the initial registration steps Soft token download Identity Prooting passphrase establishment token registration and entry of the prescriber s Transaction ID from their Experian IDP Confirmation Letter Support practice manager and or prescriber through the Logical Access Control LAC process Guidance for how the practice grants Active status to prescribers which enables the functionality in the MicroMD EMR eRx workflow Train prescribers to use EPCS in the MicroMD EMR eRx workflow Support prescribers actively using the EPCS assist with deactivation instructions EPCS PRACTICE SETUP STEPS 2 Before the prescriber starts the
46. ave a need for custom reports that are not currently available within MicroMD software Client server clients may have purchased the All access Reports Package option to create and view their own real time with their own copy of SAP Crystal Reports Or client server and cloud clients may have purchased an individual Reports by Request where MicroMD will create the report for the client and provide it to be loaded onto a network for access by authorized users For both options custom reports are accessible viewable and exportable through the MicroMD Reports Viewer installed on authorized user desktops This viewer is a separate application not integrated with MicroMD PM or EMR The view application should be installed on all authorized user desktops for users to be access the custom reports Available in Version Version 9 0 7 or higher Keycode Not currently required although MicroMD Development will be launching this functionality with a future version Report viewing access is currently controlled by the installation of the MicroMD Reports Viewer on authorized end user desktops Clients purchasing a custom report will be required to complete and return the Viewer User Registration Form identifying authorized users and providing a User Name and Password for each Support Users requiring support should contact Henry Schein MicroMD at HSMS support henryschein com Additional Configuration Instructions NOTE MicroMD
47. ay download and register up to four soft tokens with a max of five tokens to their EMR account One of the prescribers registered tokens must be a hard token that will be mailed to the prescriber work address during their registration o Download Symantec soft tokens trom the following website Download Symantec VIP Access soft token for MOBILE devices https m vip symantec com home v Download Symantec VIP Access soft token for DESKTOP devices https idprotect vip symantec com desktop download v Select the appropriate device and follow instructions on the next page to download the soft token to that device Repeat to download soft tokens for multiple devices and types Can I stop in the middle of the initial online registration steps and come back to it later No the online registration website does not save the information up until the point you exit If you stop in the middle of the User Registration the system will consider that a failed attempt After 3 failed attempts you will be locked out for 24 hours and you will have to start the online registration steps from the beginning Plan on a half hour of time to complete the initial online registration steps What if my demographics are not correct for the Experian Identity Proofing IDP during my online registration The information you submit through the registration website tor your IDP must match the information that Experian has on file for you as an individu
48. can be installed on other operating systems but audio support is not present for client connections made to the machines that are contigured with operating systems other than Windows Server 2008 R2 Client Operating System The following operating systems support Remote Desktop Connection 7 e Windows XP Service Pack 3 32 bit e Windows 7 32 bit and 64 bit e Windows Vista Service Pack 2 32 bit and 64 bit Server Hardware To support 6 concurrent users connecting to Dragon Medical Practice Edition on a server the minimum requirements are e Cache 1 MB L2 cache per CPU e CPU 3 x Ghz e Disk space 4 GB e Processor Multi core processor with 4 cores e RAM 16 GB DDR2 RAM Client Hardware Disk space 2 MB 2 18 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Microphone e USB microphones including PowerMic II Philips SoeechMike e Headset Andrea NC 181 e Bluetooth Plantronics Calisto Bluetooth Headset Software e Remote Desktop Connection 7 RDP 7 available here http www microsoft com downloads details aspx Familyid 72158b4e b527 45e4 af24 d02938a95683 amp displaylang en Network e 100 Mbps connection speed e Network bandwidth required per active user is 1 3 Mbps eSERVICES 2 19 Chapter 2 Configuring Add ons MicroMD Custom Reports Admin Console and Reports Viewer Configuration MicroMD PM EMR MicroMD Custom Reporting options are available to both MicroMD PM and EMR clients that h
49. ccess the Interfax web site for this account The system looks at the departments selected in the Workplace tab of a user account in the MicroMD EMR Manager under Users and Facilities When these users click the new Fax button in various parts of the system their taxes use this Interfax account To remove a user from the list highlight their entry and click the Delete icon 1 18 MicroMD EMR Configuration Manual 10 0 Setting Up the Practice STEP 5 REFERENCE LISTS Of the tabs on this screen you only need to edit the Practice Preferred Lists tab and the Customizable Lists tab Before you edit these tabs you want to make sure that you have this information from the client These lists allow the practice to support their standard of care electronically The Practice Preferred Lists allows the practice to narrow the choices available in the system to those labs procedures and medications it uses most frequently or the ones it prefers to use The Customizable Lists tab allows the practice to define the stations and flag colors used in the Scheduled Visits section of the Desktop STOP Do not confuse the Practice Preferred Lists with each user s personal Common List Procedure Details 1 Click the Reference Lists button This displays the Reference List Manager screen Practice Preferred Lists Tab 2 Click the Practice Preferred Lists tab 3 Click the Medications tab on the right hand side 4 Add the practice s
50. cess 10 Click the Add button This will open the Reference List viewer 11 From the Viewer select the You can associate multiple mail accounts with one user Simply repeat preferred email accounts that will this process When finished each user granted access to email will be associated with the selected have a list of Mail Access permissions as shown below user clicking the Insert button after each one Transcribe for Mail Access Medical Assistants Walk in Provider HAWC OUTREACH hhh Any direct mail that comes in for the direct addresses that the user has been given permission tio access will appear on the desktop under the mail section 2 6 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Henry Schein Secure Chart Patient Portal MicroMD EMR The following steps outline setting up the patient portal from start to finish Sales MicroMD Accounting and Support staff all play a part in the registration and set up and each step is tagged with the responsible party Keep in mind that billing for the patient portal begins as soon as the portal is created so Accounting will not want to register the client until the client is ready to go live with the product Available in Version 7 5 or higher Key Code Required Once a signed quote for Patient Portal is returned to MicroMD Accounting with the completed Secure Chart Patient Portal Registration Form MicroMD Accounting will generate and issue a key code to activate the in
51. conds so if it disappears before you have a chance to enter it simply generate a new OTP PIN SEPCSGold Register Tokens we 2 3 QO 5 Q 7 Registered Tohens Add Token 14 Next the prescriber will get a confirmation that the token has been added to his her account The prescriber will then click the button at the bottom right of the screen that says Done adding tokens EPCSGold Frau Ey efor irn Register Tokens Hesistered Token 15 The system will confirm that the prescriber has completed these initial online registration steps and provide you with a confirmation that you should receive your IDP Confirmation Letter from Experian in 2 3 business days via FedEx to their home address eSERVICES 2 47 Chapter 2 Configuring Add ons ka n Epen Pipar Di oT Praw ha eer ay T Experian IDP relly rege cae Confirmation inset Priycan Name iingat Ada insert Gey Shite Dip Transaction Number REFERENCED 197095319 16 Once the IDP process has been completed and the token s registered the prescriber will receive an IDP Confirmation Code Transaction ID Number as shown in website the example above within a letter from Experian through FedEx in 2 3 days This letter will be mailed to the home address that was provided during the IDP process above 17 The prescriber will then need to log back into the EPCS Gold registration website using the link trom their original registration e
52. ct to set up the authorized user names and passwords When opening the Admin application the MicroMD Connections window shown in the General section will open if the medical ini is set to multiple databases MULTIPLE_DBS 1 after checking the desired database and clicking the Select button the Admin window will open E medical ini Notepad File Edit Format View Help l sqlca DBMS ADO NET DBParm Connectstring DSN supp100 AUTH 1 MULTIPLE_DBS 1 a If set up for multi database this window will open to select the appropriate database 2 22 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Connection not found Please select a connection s from below Server 10 22 20 224 v 100 10 22 20 224 v85 10 22 20 224 v90 10 22 20 224 w90 10 22 20 225 support 100 10 22 20 225 support75 10 22 20 225 support 76 10 22 20 225 support 77 10 22 20 225 support80 10 22 20 225 support81 10 22 20 225 support85 10 22 20 225 support90 0 0 0 0 0 0 0 a a a a a One the database is connected a spreadsheet type window will open to allow for entry of usernames and passwords Create a row for each authorized user for that database File SQL Connection Connected to 10 22 20 225 supportL00 micromd NOTE When there is a multiple practice setup the same user name may be used multiple times not recommended for each practice but the password for
53. ction properly NOTE If using the e prescription module you must complete the Phone and Faxtields NOTE If you do not associate the user with a department they will not be able to open patient charts TIP Remember Click the Edit button to add or adjust the permissions of the individual user Click the View Rights button only to reference the permissions of each role overall NOTE If this user has the role of Physician Physician s Assistant Nurse Practitioner or Non Physician Care Giver you must enter the security key code when prompted Steo 2 Add Users and Facilities Lg Chapter 1 Setting Up the Practice Procedure Details 12 Click the Map to External System button 13 Click the book button to add the ID from the PM side 14 Select MicroMDfrom the System drop down 15 Enter the provider s system ID in the External d field and click OK 16 Repeat these steps to create all users Create User Groups 17 Click the User Groups tab 18 Click the Add Group button 19 Enter all appropriate information for this user The External System Mapping window opens ER External System Mapping X Mapping for Dr David Friedman Mapped Systems System Exem o A The Edit Mapping window opens E Edit Mapping X System MicroMD External Id This information comes from the Communication Setup Manager portion of the MicroMD EMR Manager If you do not need to
54. d for the safe and secure transmission of clinical data between providers and patients Surescripts Direct Secure Messaging will enable providers to meet several Meaningful Use objectives that require secure transmission of medical information including Core Objective 17 Secure Electronic Messaging See the MicroMD Objective Measure Calculations 2014 manual tor a complete listing and explanation of all core objective measures for 2014 meaningful use Patients and providers can transmit a wide range of formats of clinical data over the Surescripts Direct Secure Messaging service through the MicroMD Secure Chart Patient Portal Both the practice and patient must be configured to use provider to provider direct secure email or patient to provider direct secure email The domain of all direct email addresses will be the same micromddirect com The practice will complete a registration form with practice information and an email alias for each user practice or clinic When the form has been submitted MicroMD accounting will process the form and generate the necessary key codes used for registering users clinics and practices Available in Version 9 0 2 or higher Key Codes Required Whenever a practice user or clinic is assigned a direct secure email address to be used with Surescripts Direct Secure Messaging the Accounting department at Henry Schein will generate a key code This key code is used internally when users are configured for thei
55. dical Practice Edition Dragon Medical Practice Edition lets clinicians use a narrative format to dictate the elements of a patient encounter where clinicians need to document care in their own words including the History of Present Illness Review of Systems Physical Examination and Assessment and Plan Dragon Medical Practice Edition supports HIPAA patient confidentiality guidelines a critical requirement for any practice concerned with patient confidentiality Clinicians also save additional time by using customized macros to enter trequently dictated text with a single voice command Additionally the Dragon Medical Template Library a library of more than two dozen macros for standard notes and an extensive list of medical normals by body system tacilitates rapid note creation Overall Dragon Medical solutions dramatically reduce the time clinicians spend documenting care saving 30 minutes or more a day according to a number of studies Available in Version 9 0 or higher Key Codes Not required MicroMD Accounting will process the order and the software may be installed when received Support Users and VARs requiring support should contact MicroMD Client Support Phone 330 758 8832 Option 2 EMR Support or E mail hsms support henryschein com Additional Configuration Instructions Below are details on how to install the Dragon software depending on the environment as well as instructions to contigure the PowerMic buttons
56. dure Details 1 Open the MicroMD EMR Manager using the For more in depth information about using the sa login MicroMD EMR Manager to set up external communication please refer to the main MicroMD EMR User s Reference Manual under External Communication 2 Click the Communication button The Communication Setup Manager opens 3 Inthe System section highlight the MicroMD EMR displays a list of any pharmacy systems Pharmacy option with which the practice has been configured to communicate Ensure that Surescripts does not already appear in the list 4 Click Add The System Integration Wizard opens and displays the first step in the wizard 5 From the Product Name drop down select Surescripts 6 Select Web Servicetrom the Exchange Mechanism drop down Lla MicroMD EMR Configuration Manual 10 0 Setting Up the Practice Procedure 10 11 12 13 14 15 16 17 18 Select Continuous trom the Exchange Mode drop down Click Next Enter the required task and system schedule information Click Next Enter any required information to specity the communication parameters Click Next Click Finish without registering Restart CliniGration Return to the MicroMD EMR Manager and step 4 of the System Integration Wizard Place a check mark in the checkboxes next to the names of the users that you want to register with Surescripts Enter the user s MicroMD EMR key code when pr
57. e practice is going to use the schedule actively This displays the System Settings Manager screen The Demographics tab establishes the defaults for the listed items when a staff member creates a brand new chart The Demographic Defaults window opens You can leave all remaining fields at their default values The Practice Settings window opens Leave all remaining fields at their default values This tab defines various internal pathways for the system and they were established during the installation If you need to edit them you can click the Edit button This tab defines prevention and immunization reminders Refer to your MicroMD EMR User s Reference Manual for more details about establishing these days 1 10 MicroMD EMR Configuration Manual 10 0 Setting Up the Practice Procedure Details Security Tab 13 It is not essential to make any changes to the Unless the practice has specitic requests there is no Security tab at this time need to edit this information This tab specities the number of characters in passwords how many failed attempts to allow etc Prescriptions Tab 14 It is not essential to make any changes to the Unless the practice has specific requirements for the Prescriptions tab at this time prescription module there is no need to edit this information Third Party DMS Tab 15 It is not essential to make any changes to the 3 4 Unless the practice has a document manageme
58. e for the EMR you can find the details of the interface in the Interface Details document for the appropriate lab on the Reseller web site Every lab however follows the same general workflow 1 2 Add the interface to the MicroMD EMR Manager The details that you enter depend on the lab company Export the compendium and insurance mapper file Please see the MicroMD EMR Software Configuration manual for details on creating these files Send the Compendium and the Insurance Mapper file to the lab company When the Compendium returns from the lab company clean up the formatting of the file to match the EMR database for a successful import Import the file See the MicroMD EMR Software Configuration Manual for details Communication testing with the lab company This is generally a test file sent to the lab company to help verify IP addresses and ports The lab company generally sends a test results file back MicroMD EMR Configuration Manual 10 0 4 1 LAB COMPENDIUM When you set up an interface with a lab company you need to export a compendium file that provides the lab company with the format of the data they need to send NOTE Contact your Henry Schein Medical Systems support personnel for more information on To create a compendium file Procedure 1 10 Open the MicroMD EMR Manager using the sa login Click the Communication button Choose aboratory option Click Add From the Product
59. each practice must be unique If a user name is used more than once with the same password there is no guarantee as to which practice database the end user connection will connect to After entering or updating a row click Save from the menu below to save the information back to the database Then click Exit to exit the admin application SOL Connection Save Ctrl 5 pi Connect Ctrl C Refresh Ctrl R SSS A ESERVICES 2 23 Chapter 2 Configuring Add ons If an incorrect database is selected use the Connect amp Refresh menu items above to connect to or to refresh a database connection with the Custom Reports Viewer Admin data These menu options allow the MicroMD Database Connections window to be redisplayed for to select another database when in a multi database setup if a database is mistakenly selected that is not compatible with MicroMD Custom Reports Viewer 9 07 or higher You will then be able to reselect the correct database connection Saving the Custom Report to the Client s Network Saving the report to a Client Server Network For Reports by Request MicroMD Data Services will create and provide the final report file to be saved to the client designated location where they would like to access the report Saving the report to MicroMD Cloud Based For internal MicroMD Data Services staff needing to save the file to the MicroMD Cloud Based network Data Services will need to open a HELP DESK ticket that inc
60. en entering your personal credit card number e tis very important that the address that is entered matches the prescriber s home address not the practice address This address will only be used for the IDP Process and must match the billing address of the credit card being provided e The card being used must be a personal credit card excluding American Express and Discover e It cannot be a debit card or a business credit card Only the first 8 characters of the credit card are required o Consider entering your Driver s License information to give Experian extra information to verity your identity faster o Ensure you are entering the information in the format outlined in the Initial Online Registration steps detailed above o After successfully entering your demographic information you will be presented with 3 financial history questions Read these questions carefully and select the most accurate answers If Experian was unable to verify your identity based on the first 3 questions you will be presented with a 4 question Initial online registration steps Setting up your EPCS signing passphrase What will the passphrase be used for The passphrase is a critical part of your user credentials that is used along with your NPI and One Time PIN to o Log into the online registration website to complete your initial registration steps o Complete the Logical Access Control to grant active status for each prescriber o Log into the E
61. ep the button pressed key sequence pressed until the button ts released You can also assign a custom label to each button Use the image on the nght for button number reference Button Pressed Button Released Button Release Enabled Button Label Key Sequence Key Sequence Triggers Key Up MP transcribe Shift Ori D None Mi dictate F3 None Vv z Playback Kr ne J BF Accept Defaults None None ME Previous Variable Shift Qi P None BF NEXT Variable Shift Cari N None MY Tab Backwards None None BF Tab Forward None None BF custom Left None None 110 4 Custom Right None None p 11 y None None 3 Enter the Windows keystrokes that will be sent to the server as shown above These are the standard buttons used by Dragon When you are done this will minimize to the task bar 4 After you have configured these always verify that the profile setup for the user this is found after opening the dragon software on the server and going to tools and options matches the screen below eSERVICES ZU Chapter 2 Contiguring Add ons Fast Playback ShiteMumk ey Nest Field HES hath Transter Text HCtr Sh it T Hidden Mode Ctrl S hatt Hi Please note that Dragon Medical 10 1 will also work with RDP with the most recent update trom Nuance System Requirements for Dragon Medical on Windows Server 2008 R2 Server Operating System Windows Server 2008 R2 Note Dragon Medical Practice Edition
62. er execute or restart server to place server back into Execute mode before using the application 4 Copy the SigPlus ini from C Windows on the server and place it into C on the server Then rename it to SigPlusRoot ini 5 Make sure the baud rate on the client and server INI s are the same 6 Copy the SigPlus ini into C username Windows for each user that will use the signature device eSERVICES 2 29 Chapter 2 Configuring Add ons EMR Manager Settings after Installation It will be necessary to make one small settings change in the EMR Manager once installation has been completed Procedure Details 1 Open and log on to the EMR Manager 2 Select System Settings then select the wa Practice tab System Settings 3 Click the Edit button in the lower right corner of the window 4 Select Use Attached Device from the Signature device Use Attached Device Signature device drop down Use Native Contral Use Attached Device 5 Click OK 6 Close the EMR Manager Testing the installation of Topaz eSignature Pad in MicroMD EMR Procedure Details 1 Open MicroMD EMR 2 Select Tools gt User Preferences wt System Setting 3 Under the General Preterence Category click the Capture Signature button 4 The signature box should appear on screen on the Topaz Device and the signature should now appear in MicroMD EMR MicroMD EMR Configuration Manual 10 0 Contigur
63. eted The practice administrator designed in the EMR Manager as Administrator of EPCS will have access to add the EPCS LAC icon to their Desktop Tools to access the LAC authorization area Refer to the detailed registration steps above for instructions on how to complete the process eSERVICES 2 59 Chapter 2 Configuring Add ons e What else can the practice administrator do with in the LAC authorization area Deactivate prescribers no longer authorized to prescribe controlled substances on behalf of the practice When deactivating a prescriber it is also required that the practice contact MicroMD to discontinue the monthly subscription for the prescriber After Active access has been granted what else do need to do e How do I use the MicroMD EPCS Gold functionality in MicroMD EMR Training is included in your EPCS setup Once your practice administrator has completed the Logical Access Control LAC process to grant a prescriber active access to the EPCS functionality MicroMD will follow up with you to schedule a web training session Detailed usage steps can also be found in the MicroMD EMR Reference Manual on the MicroMD Lounge http www micromd net as a reference after training e How can manage my EPCS account from MicroMD EMR MicroMD EMR allows prescribers to add an icon for EPCS Dashboard onto their Desktop Tools for quick access to their EPCS Gold account The EPCS Dashboard allows you to Manage
64. has been able to contirm the specific demographic information that Experian will match According to your credit profile you may have opened an auto You may have opened a mortgage loan in or around January loan in or around July 2011 Please select the lender for this 2011 Please select the dollar amount range in which your account If you do not have such an auto loan select NONE OF monthly mortgage payment falls Refer only to the regular THE ABOVE DOES NOT APPLY monthly payment which includes principal interest and escrow escrow could include taxes and insurance if collected by O AUTOMOTIVE FINANCE lender If you have not had a mortgage payment now or in the past please select NONE OF THE ABOVE DOES NOT APPLY BANK AMERICA 420 619 O NISSAN MOTOR ACCEPTANCE O WELLS FARGO BANK 620 819 NONE OF THE ABOVEIDOES NOT APPLY 820 1019 1020 1219 NONE OF THE ABOVE DOES NOT APPLY According to our records you currently own or have owned within the past year one of the following vehicles Please select the vehicle that you purchased or leased prior to January 2011 from the following choices O JEEP CHEROKEE WAGONEER SUZUKI GRAND VITARA O HYUNDAI TUCSON O JEEP CHEROKEE NONE OF THE ABOVE 8 Once completed successfully the prescriber will get a confirmation that he she has successfully verified his her identity EPCSGold Peres Di Oe irl ie User Registratio
65. he Receiving Facility field Enter PID18 1 as the account number when setting up Account information on the bottom section of the window 13 Click Finish to close the System Integration Wizard 32 MicroMD EMR Configuration Manual 10 0 V4HENRY SCHEIN MicrgVID Henry Schein MicroMD 760 Boardman Cantield Road Boardman OH 44512 micromd com 330 730 9032
66. his e mail is sometimes sent to the prescriber s junk folder so it is important the prescriber checks both his her inbox and the SPAM junk folder for it NOTE If you do not receive your e mail invitation contact MicroMD Client Support to determine the potential causes and reissue the e mail it needed Inbox sasrch ama Fs O AU Unread 6Contacts Soda updates Groups Newsletters Everything else Banga Within the e mail there will be a unique link for the prescriber to access the online DrFirst EPCS Gold registration website The prescriber must click this link to initiate the registration process The invite message also includes the prescriber s invite ID so it is important that this e mail is saved in the event that the online registration is not fully completed in one sitting the prescriber can access the link again for the next registration attempt eSERVICES 2 39 Chapter 2 Configuring Add ons Registration invite for prescribing controlled substances electronically Back to massap DO NWOT REPLY CERT emes Ghenesc com Add to contacts 1 0 PM Tic Rec u After completion you wil be able to safely and securely presiribe controlled substances Please follow the drectors outired here rk sid cotbOS TH angini and choose the I have an Inwite 2 Tf the link i not opening a webpage please copy and paste the link in a browser and after the page is ibaded enter the WEI and Invite 1D 2 Enter he following informahon nip T
67. i re eee Ein LEN Fi Provan Tagi er Le ie area Taa jim ET 2911 ct Ae at W are T iga Authorizing Prescribes Tea Pridih mee T E Dy emim irg poe he lector seein dees ora you re een DO che Ha fee fe r al Scan ied Br Ara pi desai a pe pa apay nt Chema peer UIF Bcd freee hki imir ya wer pH kkf rme Be pa bem peer OTF hen ASTRO MESES Tabea Tjian w W 6 If necessary it is possible for the administrator to see the history of prescribers that have gone through this process through the Logical Access Control Activity Report Ga hia spoadtind com amp Bl a mu PIE Be DE Yee fpi eh jo i Febe PCS Gold kogna Aea Control mo ye Tae Ap Logical Access Coniral Ceganipaboe Dfi A en h Sul Fey Ye Are ae PH oe Par nel Frei Blum Lani Kama EFi Search Prescribers ar EN aa BEST vem Tea aaa EHROLLER Provider Test TT BORE Virginia Tae Koy EOOOOESTION ENROLLED ae ame Authorizing Prescriber bet Prati Geter re TER Diy erden yo eo lei meharra bon dabai aboe poo ara agree bo charge ar casa fos the Green and lecartone lied abe Ih ara w bi a ere ni pin DTE Pen Fre ar peat er ee Erer T pa er pia GTE aaa DAU TORENIA TashHand Toben 7 At this time the practice should contact MicroMD Client Support or their VAR to schedule prescriber EPCS web training eSERVICES 2 53 Chapter 2 Configuring Add ons Monitoring Enrollment Status in the EMR Manager Until prescribers
68. ication button In the System column click Client Support or the VAR the Patient Portal button Click the Edit button 2 Inthe Registered users section of the Patient The Portal User window opens Portal Settings window click the Add button 2 10 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Procedure Details W Portal User Add Patient Portal User User Name Password 3 Enter the user name and password that were established in Patient Portal administration workspace for the MicroMD EMR user 4 Click the OK button The username appears in Users Name section of the Patient Portal Settings window 5 Click on the Users amp Facilities button on the left side of the MicroMD EMR Manager and verity the Users tab is displayed 6 Highlight the appropriate user in the left side of The system displays the user s current details in the window and select the Access tab the right side of the window 7 Click the Map to External System button The External System Mapping window opens 8 Click the Lookup icon The Fait Mapping window opens 9 From the System drop down list select MicroMD Patient Portal 10 In the External Id drop down select the correct The user is now mapped correctly into the system username established in the web based and can begin using the Patient Portal administration application of the Patient Portal eSERVICES BAR Chapter 2 Configuring Add ons Dragon Me
69. ie dead ards 4 Follow the provided instructions 4 This link will take the prescriber to the following online registration web page The prescriber should enter his her NPI and the Invite ID from their invitation e mail The information may already be populated in the boxes and the prescriber will just simply need to confirm the information is the same as what is in the e mail received NOTE The prescriber may be required to scroll down and to the right to find the boxes including the Invite ID when launching this page as some browsers do not condense the information at the top of the page NOTE A PRESCRIBER SHOULD NOT START THIS PROCESS WITHOUT downloading at least 1 soft OTP token Even if the prescriber gets through the Identity Proofing IDP process successfully he she cannot complete the last registration step without an OTP token 2 40 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons SEPCSGold EPCS Gold made Teure aod Laer Pie I j i t P i Carbini i i EME Keane Ceres pers a rer 5 Once a prescriber has successfully logged in the first step will be to accept the Terms of Use shown below SEPCSGold Agreement for Services Ts Ce Leo i CONT ae E Trier 6 Next the prescriber must enter any information within the user registration screen that was not uploaded by the NPI Registry in the fields marked with a red asterisk NOTE When entering your credit card info it is
70. ing Add ons InterFAX Configuration InterFAX is an Internet faxing system with send and receive capability Available in Version 9 0 or higher Key Code Required Support Users requiring support should contact Henry Schein MicroMD at HSMS support henryschein com Additional Configuration Instructions Prior to setup make sure you have a list of users that will be added to inbound and or Outbound faxing permissions Also make sure the Department name is identical to the department name in the Office Package Open client data gt software tab gt Interfax information STOP It is important to note here that if Faxman has been installed InterFAX will not work as expected Please remove Faxman before attempting to configure InterFAX Procedure Details 1 Log into the MicroMD EMR Manager 2 Select Communications from the navigation pane then select Fax trom the Systems list 3 Click the Add button This will open the System Integration Wizard 4 Select Interfax as the Product Name and Shared Directory for the Exchange Mechanism 5 Click Next 6 Enter the correct server paths then click Next For the Outgoing and Incoming fax account The account numbers names and passwords will be information add all of the correct information attained from the Sales department STOP The Inbound fax number must be in the format meee with no hyphens 8 Add all users who will need permissions
71. initial online registration steps the practice should confirm that the prescriber is an active Surescripts prescriber with an SPI number that enables them to eRx from MicroMD EMR If not the prescriber will first need to be activated with Surescripts for eRx Also confirm the following information is entered active true under for each registering prescriber in the EMR Manager a Personal tab FirstName LastName Gender b User Professional Detail tab DEA NADEAN If issuing detox medications and NPI c Address tab Work Address City State Zip Phone Fax E mail d User Roles and Functions tab Write Prescriptions option is active Designate practice staff to serve as an Administrator tor EPCS EPCS Administrators will grant Active access to prescribers in the Logical Access Control LAC process to authorize the prescriber to prescribe controlled substances on behalf of the practice and activate the EPCS functionality for the prescriber in their MicroMD EMR eRx workflow 2 34 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons 2 User Roles and Functions User Roles and Functions Roles Physician Murze Physician Assistant Pharmacist Nurse Practitioner Billing Personnel F View only Provider Additional Functions Merge Charts Reports Admin Manage Transcriptionists Add Templates to Shared Write Prescriptions on Behalf Referral Tracking View OF Patient Tran
72. ion ae saa Vent a 0G 6 i ag You have added the passphrase successfully 12 Next the prescriber will be asked to register his her OTP soft token s to his her account In order to do this the prescriber will need the token that he she downloaded from Symantec before starting the registration process The symbol for this app is also shown below along with how the OTP app looks running on a mobile device VIP Access NOTE Prescriber may download and register up to four soft tokens with a max of five tokens to their EMR account One of the prescribers registered tokens must be a hard token that will be mailed to the prescriber work address during their registration 13 At this point the prescriber will then be asked to enter the following intormation a Token name A nickname for the token Name it something to make it clear what device it is used on to assist in easy Identification of the token during prescription signing b Serial Number The Credential ID shown on the soft token downloaded from the App Store Below example VSMT19181937 c OTP PIN Generate an OTP PIN and enter the unique PIN number shown on the token Below example 766307 eSERVICES 2 45 Chapter 2 Configuring Add ons SM119161937 Er aie amp gas wer ik Ef fas re 2 46 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons NOTE The OTP PIN is securely designed to reset and change every 30 se
73. itial online registration steps Submit IDP information set up a passphrase and register soft tokens in a single attempt or else the system will consider it a failed attempt If all initial steps are 2 38 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons not successfully completed Experian will not begin their prescriber IDP process After 3 failed attempts the system will lock them out for a FULL 24 hours from their 3 failed attempt This includes instances where the prescriber closes their browser logs off or internet disruption 1 Prescriber downloads at least 1 OTP soft token trom Symantec e Download Symantec VIP Access soft token for MOBILE devices https m vip symantec com home v e Download Symantec VIP Access soft token for DESKTOP devices https idprotect vip symantec com desktop download v e Prescriber may download and register up to four soft tokens with a max of five tokens to their EMR account One of the prescriber s registered tokens must be a hard token that will be mailed to the prescriber work address during their registration NOTE It is also important that the prescriber have ready the following e NPI and DEA s available for the registration e A personal credit card for the Experian Identity Proofing IDP e Driver s license number Optional for Experian IDP Every EPCS prescriber will receive an e mail invitation from DrFirst to begin the initial online registration steps T
74. k location 6 MicroMD Data Services or VAR implementation resource installs the MicroMD Custom Reports Viewer application of the install file on authorized end user desktops 7 MicroMD Data Services or VAR implementation resource trains clients on how to access reports change parameters and export data Provide clients with the MicroMD Custom Reports Reports Viewer User Manual MicroMD PM EMR Install the MicroMD Custom Reports Viewer Admin MicroMD VAR Internal Implementation Staff When the The MicroMD Custom Reports Viewer Admin application is selected during the install process it is only added to the Start gt All Programs gt MicroMD menu only we do not create a desktop shortcut Start menu shortcut eSERVICES 221 Chapter 2 Contiguring Add ons J MicroMD Fi MicroMD Custom Reports Viewer Admin Fg MicroMD Custom Reports Viewer Sh ut down i The MicroMD Custom Reports Viewer and MicroMD Custom Reports Viewer Admin can be installed in a single database environment or in a multi database environment This is controlled with the medical ini configuration file the same as with other multiple database environments related to MicroMD PM or EMR Setting up Client authorized User Names and Passwords If opting to connect in a multi database environment as the ini file outline below a pick list with then be displayed to allow for selection of the appropriate database to conne
75. key combinations field to only when using the full screen Using full screen allows you to use the PowerMic II Button Control application correctly 16 On the Display tab set the Display configuration to Full Screen Save this RDP setup on the desktop of the Client and rename it RDP MicroMD The user will use this icon to access the RDP connection to the terminal server Configure the PowerMiic II buttons as shown on the next page 4 u emote Deskiop Connection a Remote Deskin gt Connection General Display Local Aeicumces Program Expenence Advanced Remos ma o Configure mmole saio tatir Seting Loca device and seroumge Choose the devices and resources that pou want to use ri Hi your remote session F Printer 2 16 MicroMD EMR Configuration Manual 10 0 Configuring Add ons Configuring the PowerMiic Il buttons 1 In Windows explorer navigate to the folder that contains PMllControl exe The default location of PMllControl exe is C Program Files Nuance Dragon Client For RemoteDesktop PMI Control 2 Double click PMlIControl exe The following screen appears Device Status PowerMic I Connected Select the PowerMic Il buttons you want to enable together with the corresponding key s to be pressed when the button is pressed and or released Note that you can set different key sequences for the bution press release events You can use the Key Up checkbox to ke
76. l be choosing providers from the practice who will be enrolled in direct messaging Check the checkbox next to the name of the clinic department or user you would like to enroll This will open the System Integration Wizard System Integration Wizard Step 4 of 4 m Km System Specific Data Enter the system specific data System Specific Settings Select the providers who you want to register Clinic HAWC OUTREACH M HAWC VIRGINIA CITY Main I HaWEC_VIRGINIA_CITY MicroMDDirect c Je Department HAWC OUTREACH Advanced Family Practice HAWC OUTREACH hhh HAWC OUTREACHMicrosys Medical HAW VIRGINIA CITY Advanced Family Pra HAWC VIRGINIA CITY Microsys Medical Microsys Medical Microsys Medical User Aheam Dan vr Cancel lt Back Finish ZZ MicroMD EMR Configuration Manual 10 0 Contiguring Add ons When you check the checkbox next to a user s name a direct email address will automatically populate the email field NOTE The address that was generated for the key code must be entered in place of the automated one Notice the yellow area reserved for the key code for each user The key code will be entered into the yellow field to the right M Once you have selected the users clinics You will be presented with the following pop up and or practice you would like to enroll notification click the Register Direct Mail Users 1044 MicroMD EMR
77. ld MicroMD EPCS Gold enables prescribers to legally write prescriptions for Schedule II through V drugs to retail or mail order pharmacies electronically easily and seamlessly within their normal MicroMD eRx workflow EPCS will help prescribers reduce drug abuse drug diversion and doctor shopping This makes prescribing more cost effective efficient and safe as well as advances patient medication adherence increases convenience for your patients minimizes DEA number exposure and reduces potential prescription errors And by transmitting electronically there are no more paper prescription pads to purchase nor will you need to worry about prescriptions being stolen altered or forged Available in Version 10 5 or higher Key Codes Required for each EPCS prescriber MicroMD Accounting will generate a key code for each prescriber registering for EPCS The key code is used when prescribers are configured to receive their Invite to Register e mail Support Users and VARs requiring support should contact MicroMD Client Support Phone 330 758 8832 Option 2 EMR Support or E mail hsms support henryschein com Additional Configuration Instructions As EPCS is highly regulated at a Federal level by the DEA there are very specific steps that prescribers and the practice must complete in order to be activated to e Prescribe controlled substances with MicroMD EPCS Gold in their MicroMD EMR software At a high level the registra
78. lose the System Integration Wizard RxHub Setup If the practice is going to send prescriptions and receive prescription requests trom Surescripts you must set up and configure the communication between the two systems You must also establish information for Surescripts Registration request sent to Surescripts appears to the right of each of these names MicroMD EMR is now set up for communication with Surescripts Surescripts may take 10 minutes or more to process your registration requests Be sure to return to the System Integration Wizard to contirm that the users were successfully registered and CliniGration version 7 0 or later installed l NOTE You must have MicroMD EMR version 7 0 or later installed The RxHub configuration controls the information download so the system can update the benefits information formulary data and the medication history provided by Surescripts To set up the RxHub entry Procedure Details 1 Open the MicroMD EMR Manager using the For more in depth information about using the sa login MicroMD EMR Manager to set up external communication please refer to the main MicroMD EMR User s Reference Manual under External Communication 2 Click the Communication button The Communication Setup Manager opens 3 Inthe System section highlight the MicroMD EMR displays a list of any pharmacy systems Pharmacy option with which the practice has been configured to communicate Ensure
79. ludes the Practice OP ID and Name and request that that report and viewer be published for the client Installing the MicroMD Custom Reports Viewer on End User Desktops Once a the approved user names and passwords have been established for the client in the MicroMD Custom Reports Viewer Admin coordinate time to install the MicroMD Custom Reports Viewer on end user desktops Installing the viewer on only authorized end user desktops will control access to custom reports Once the viewer is installed the client may be trained on how to access and manage their custom reports Provide clients with the MicroMD Custom Reports Reports Viewer User Manual MicroMD PM EMR 2 24 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Topaz eSignature Pad Configuration Topaz eSignature Pad integrated with MicroMD EMR allows provides to present documents to be signed electronically with the ability to save the signed document to a patient s medical record Available in Version 9 0 or higher Key Code Not required Support Users requiring support should contact Henry Schein MicroMD at HSMS support henryschein com Additional Configuration Instructions NOTE All clients will need to have the SigPlus exe installed on the local client computer terminal as outlined below Additional steps need to be performed for clients accessing their software through a Citrix or Terminal Server environment also outlined below Client Installation for
80. n Play Feith Bah are mine W G 3 4 u 6 f Cora we Apa Gail ee fied poor by Please cock Me Bo wf Ehen a par np aa 9 Next the prescriber must create a passphrase that will be used both to access their EPCS Dashboard account in the future as well as during the process of sending a schedule medications within the MicroMD EPCS Gold application The passphrase should contain lowercase and uppercase alphabetic characters a numeric digit and a special character An example of this would be Abc12345 eSERVICES 2 43 Chapter 2 Configuring Add ons NOTE The EPCS passphrase will be used by the prescriber to complete their registration AND used by the prescriber to authenticate their identity for each controlled substance or batch of controlled substances the prescriber will eRx through MicroMD EPCS in the EMR workflow The passphrase must e Be 8 characters long e Include at least 1 capital letter e Include both an alpha and numeric characters 10 Additionally the prescriber must also create a security question and answer in the event that the passphrase is ever forgotten it can be retrieved and or reset SEPCSGold User Registration Choose Ptipl ase Rs ender Pisspla ase Sac Desi Ey Ane o 11 The prescriber will then receive notification that their passphrase has been successfully created 2 44 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons SEPCSGold User Registrat
81. ng Software Application MicroMD EPCS Gold e Software Version Certified MicroMD EMR Version 10 5 e Name of Software Application Prescriber Company Name Henry Schein Medical Systems Inc NEED SUPPORT Contact MicroMD Client Support Phone 330 758 8832 E mail hsms support henryschein com 2 60 MicroMD EMR Configuration Manual 10 0 CUSTOMIZATION CHAPTER 3 Once you have the practice information and system set up you can either customize the user s experience yourself or train the client to perform the customizations This depends solely on what the client has purchased Please refer to the main MicroMD EMR User s Reference Manualtor more in depth information about any of these items STOP Remember You must log in under each user to customize their profile Steps 4 and 5 are the only ones you do not have to repeat for each user TIP To give you a jumpstart on most of these steps use the Specialty Wizard File gt Specialty Wizard to bring in encounter templates history templates and Common Lists built especially for the selected specialty STEP 1 ENCOUNTER TOOLS If your Content Development team has determined that the user should use certain encounter tools when recording a new encounter you can either copy from the list of standard CliniGuides import existing ones from the FTP site or create new ones for them Select Tools gt Encounter Tools from the MicroMD EMR main menu Completed N A CliniGuide Com
82. nt Party DMS tab at this time system you must configure there is no need to edit this information You re finished with any edits to System Settings EXERCISE FOR MICROSYS MEDICAL Make the following edits to the System Settings section Demographics Change the state default to Ohio STEP 4 COMMUNICATION WITH EXTERNAL APPLICATIONS The settings displayed when you click the Communication button are created when the system is installed and any interfaces are established Surescripts Setup If the practice is going to send prescriptions and receive prescription requests from Surescripts you must set up and configure the communication between the two systems You must also establish information for RxHub NOTE You must have MicroMD EMR version 7 0 or later installed and CliniGration version 7 0 or later installed Any MicroMD EMR user who will send prescriptions and receive prescription requests via Surescripts must be registered with the company Once you register a user with Surescripts you receive a Surescripts Provider Identitier SPI for that user This number is issued by Surescripts and identities the provider in all communication with Surescripts You use the MicroMD EMR Manager to configure the communication and to register users with Surescripts Steo 4 Communication with External Applications 1 11 Chapter 1 Setting Up the Practice You can only register providers who have DEA and NPI numbers recorded in Mic
83. ompted Click the Register with Surescripts button Details Step 2 of the wizard appears NOTE The paths for the Ax Outand Ax n Requests field must be to two different folders Step 3 of the wizard appears Step 4 of the wizard appears EB System Integration Wizard Step 4 of 4 X System Specific Data Enter the system specific data System Specific Settings Select the providers who you want to register with Surescripts EPrescribing KeyCode 17954 17954 User name C Kumar Ajit C Sherhag Kathleen Note that this list contains only those providers who have DEA numbers Register with SureScripts recorded in MicroMD EMR amp License Key is required to complete this function Please call Henry Schein Medical Systems Inc to obtain a License Key Registered SureScripts users User name Abbott John Clevinger Heather Davidson Bill EPrescribing KeyCode 1234 ABCDE 1234 XYZAB 1234 GHIJK SureScripts Provider ID 12345 45675 98564 TIP Click the Edit button in step 4 instead of the Add button Click Next until you reach Step 4 of the wizard A message appears indicating that your request is being processed Click OK to dismiss the message Notice that the names of the users who you are registering appear in gray text and the message Steo 4 Communication with External Applications 1 13 Chapter 1 Setting Up the Practice Procedure Details 19 Click Finish to c
84. ons Portal Administrator Information First name Blaine Username must be an email bhh rainbowmedical com Lastname Henley Password no CAPS password23 In the Provider Information section enter the information for each provider in the practice Provider Information All practice providers must be listed First name Username Password no CAPS Alice ATomasko password1 If more rows are needed please complete an additional form Each provider is allowed to have up to ten users Enter user information in the Users section as shown below Users Each practice is allowed 10 users for every provider Only users with all four fields completed will be created First name Username Password no CAPS LComers passcode Kiki passcodes Layla Configuring the Patient Portal cont d Procedure 4 D 6 Details cont d from above In the MicroMD EMR Manager NOTE Steps 4 9 are completed by MicroMD click the Communication button Client Support staff or the VAR In the System column click the Patient Portal The Patient Portal configuration details display in button the right pane of the MicroMD EMR Manager Click the Edit button eSERVICES 29 Chapter 2 Contiguring Add ons Procedure Details 7 In the Web Address field enter the address This is the web address for the patient landing provided to you by your MicroMD Support Team page 8 In the CCD CCR Message text box
85. pleted N A Text Encounter Template Completed N A Form Encounter Template Completed N A Encounter Wizards Completed N A Encounter Reports STEP 2 HISTORY TEMPLATES AND COMMON LISTS If your Content Development team has determined that the user should have certain History Templates available to them when they take the patient s history you can either copy trom the list of standard templates import existing ones trom the FTP site or create new ones for them You also need to create the user s Common Lists for use throughout the program Select Tools gt History Templates from the MicroMD EMR main menu for History Templates and Tools gt Common Lists for building Common Lists Completed N A History Templates Completed N A Common List Builder MicroMD EMR Contiguration Manual 10 0 Id Chapter 3 Customization STEP 3 OTHER TEMPLATES If your Content Development team has determined that the user should have other templates available to them in their Personal folders when they work with the system you can either copy from the list of standard templates import existing ones from the FTP site or create new ones for them You can find these templates under the Tools menu in the main MicroMD EMR application Completed N A Letter Templates Completed N A Referral Letter Templates Completed N A Administrative Form Templates Completed N A Immunization Templates Completed N A Screen and Prevention Templates Completed N A Goal Moni
86. pographical conventions used to identify and describe information Cross References Cross references to chapters sections page numbers headings etc are shown in an fa ctypetace e g Refer to Understanding Typographical Conventions on page i Text You Type Using the Keyboard Text that you type using the keyboard is shown in a Courier typeface e g Type Anthony Smith in the NVametield Keys You Press and Buttons You Click Keys that you press on the keyboard and buttons icons that you click with the mouse are shown in a bold sans serif typeface e g Press Enter e g Click OK to continue MicroMD EMR Configuration Manual 10 0 Preface Dialog Box Application Window Titles and Field Names The titles of dialog boxes and application windows are shown in fa ics Field names and selections made from drop down menus etc are also shown in fa ics e g The Print Preview dialog box appears e g Select Commercial Insurance trom the drop down list Notes Warnings and Tips Notes tips and warnings are provided throughout the manual These provide additional information that is important for you to know about the topic i NOTE A note is an important piece of information f could help you prevent a disaster STOP You should definitely read the information in a warning It l TIP A tip table helps you with some interesting information about different ways to use the program i MicroMD EM
87. providers who vou want to register C HAWC VIRGINIA CITY Microsys Medical E Microsys Medical Microsys Medical User Aheam Dan C Allan Joseph Anderson Milan fo Anderson_Milant kicroMbDirect com E Angel Lonanna E Apancio Angelica C Ameson Christina E Arrovo Adalilia C Baldwin Janice Beltran Kristel F Bermudez Segura Mara Register Direct Mail Users Figure 2 2 Insert the key code into the area marked in yellow The Registration Form Explained Henry Schein MicroMD Client Support or the VAR will set up the basic patient portal after the client registration paperwork has been received Below is an example of how the client should complete the registration form Complete the fields in the Practice Information section The desired portal web address will be the address the patients will go to log in to the portal much like a website address so keep it simple Do not use symbols or spaces in the web address Practice Information Practice name Address 1 Rainbow Medical 16545 Chagrin Falls Blvd Phone number Address 2 330 758 9866 Boardman OH 000000 Fax number Zip code 330 758 9774 44512 Desired portal web address http rainbowmedical mysecurechart com In the Portal Administration section make sure the first username is an actual email address the password is not their email address 2 8 MicroMD EMR Configuration Manual 10 0 Configuring Add
88. r direct secure email addresses Support Users requiring support should call the MicroMD Client Support at 330 758 8832 x3973 EMR Support Additional Configuration Instructions The first piece of configuration necessary to enable Surescripts Direct Secure Messaging is the configuration of direct email addresses For small practices communication will generally flow through one main part pf the practice These practices should register their main department For larger practices with multiple locations where communication is handled by each of these sites individually communication will generally flow through each location and all appropriate clinics should be registered MicroMD EMR Configuration Manual 10 0 21 Chapter 2 Configuring Add ons Configuring Direct Mail A Open the MicroMD EMR Manager B Select Communication from the navigation pane on the left C Select Direct Mail in the System menu D Click the Add button E In the Product Name drop down select Net2Net F In the Exchange Mechanism drop down select Web Service G In the Exchange Mode drop down select Continuous H Click the Next button In the Data to Exchange panel enter the Computer Name and Path for incoming and outgoing mail J Click the Next button to continue to Step 3 K When configuring Direct Mail no communications settings are required in Step 3 Click the Next button L In Step 4 you wil
89. ragon Medical Practice Edition on the server and both the Dragon Client for Remote Desktop and the Remote Desktop Connection 7 on the client PC perform the following steps on each client computer that will connect to Dragon Medical Practice Edition on the server 4 On the client plug in the microphone that you will use to dictate with Dragon Medical Practice Edition Then perform the Audio Setup Wizard to check that microphone sound levels and signal quality are suitable for using Dragon Medical Practice Edition 5 On the server make sure that the Remote audio recording device is created 6 In the Windows registry set the KLM SYSTEM CurrentControlSet Control Termin alServer WinStations RDP Audio Setup Wizard a stand alone application that provides a way to check that your microphone sound levels and signal quality are suitable for using Dragon Medical Practice Edition with a remote desktop connection PMiIIControl exe The PowerMic II Button Control application a stand alone application that provides a way to customize the buttons on the PowerMic Il The buttons can be used with Dragon Medical Practice Edition while working across the remote desktop connection and can also be used with local applications independent of installing and using Dragon Medical Practice Edition eSERVICES 2 13 Chapter 2 Contiguring Add ons Procedure Details Tcp fDisableAudioCapture to 0 7 On the Windows Ser
90. re no delivery errors In the event there was an error in delivery MicroMD will request that a replacement token be sent to the prescriber from DrFirst e Can I order additional or replacement hard tokens Yes contact MicroMD Client Support to order additional replacement tokens o Additional tokens are purchased and invoiced to your practice at current rates o Replacement tokens are provided tree of charge if the token is lost damaged or inoperable within the first three 3 months of receipt o If the token is lost damaged or inoperable after the first three 3 months of receipt the replacement token will be invoiced to your practice at current rates Completing the Logical Access Control LAC process Granting Active status to each prescriber e What is the Logical Access Control LAC process Once a prescriber has completed their initial online registration steps and entered the Identity Proofing IDP Transaction ID from their Experian IDP Confirmation Letter into the registration website the next step will be for a designed practice administrator to authorize the prescriber to prescribe controlled substances on behalf of the practice This step will grant Active access status to the EPCS solution within MicroMD EMR This is the final EPCS registration step required to activate the EPCS functionality within MicroMD EMR The next step is for the prescriber to schedule their web training e How is the LAC process compl
91. roMD EMR For those nurse practitioners and physician assistants who use a supervising physician s DEA number you need to enter those users manually into the Surescripts system and then enter the SPI into the MicroMD EMR Manager manually You must also add the supervisor s DEA and the user s license number combination in the user s profile under the Map to External System button to be included in the prescription transmissions my MicroMD EMR Manager gt File Tools Utility Window Help Communication Setup Manager Practice Information Practice Mgmt Per Schedule Exchg Mechanism 3 dred Penind i MicroMD Immediate Shared Directory MicroMD Users amp Facilities m Pharmacy Transcription Pr Vaccine Registry System Settings Add Reference Update Product Name Account Numbers Vendor Document Import Exchg Mode Edt ts Fax Exchg Mechanism Communication Report Exporting Data to Exchange i E M a Task Name Mode Mech Computer Path a Surveillance Appointment Requests Immediate Shared Direcl HSMSDBWARE D hsmsdbw Bares Patient Portal Billing Immediate Shared Direcl HSMSDBWARE D hsmsdbw _ Schedule for sending Schedule for receiving Not applicable gt In House Settings u Monitoring Ready System Administrator Monday July 11 2011 8 39 AM Figure 1 3 Surescripts in the MicroMD EMR Manager To set up communication and register a physician with Surescripts Proce
92. s TE Ber LE rai Aue Las Kane hfi Search Prescoribors warn BET wae Mee Alan ra a u EEG ae ERAHLEO a T Ina Fri Tarr i ph Bd ren Te rer BST 011 Ei LE Fa T mH Auihorizing PYascriber Tasa Promise Ey diia poe fre ete er a dele eee poo eee chee oe Tes bie Be well Ee Sealy Gee Cease poe Fol Pree Beil Under pa ere Boe ee Lee Da pn een poe OTP okey ieee Teed Token ee 5 Next the prescriber will choose the OTP token from the list that he she wants to use The prescriber will need to enter his her passphrase and the OTP PIN trom his her token Once the prescriber clicks Authorize the prescriber will then have access to the MicroMD EPCS Gold functionality in the MicroMD EMR eRx workflow as well as be able to add the EPCS Dashboard icon to their Desktop Tools to access their EPCS account to manage account details and view prescription statuses NOTE Click the window close X to exit the LAC area Clicking the Exit button will take you to DrFirst eRx area which is not part of the MicroMD EPCS Gold solution 292 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Teure mar het num a Wire BET Sur ow FE Be pE g ipie Finke ii gt Fe BOSS Gobi waged Bee Corey E o je Too Spe Legital Access Control Lome coc Coir Krise Apo Lan Ce ee haa et i Sc Bee be Lea ee Hj Ay iene Ava adie Fd in LE ey tors Palmen Lasi Peau Aa Search Prescribers nr BEST Ware AH A ipr
93. sport Manage Stock Edit Master Descriptor List Copy All Common Lists To Set Prescription Warning level Drug drug Interaction Severity Restncted or Confidential Data Non Physician Care Giver Receptionist Transcriptionist Practice Manager Administrator Lab Technician Reports All Manage Groups Add Reference Data Write Prescriptions Authorize Refill Requests Goal Monitoring Desktop F View Delivery Rooms Unidentified Items Manage Cardiology Manage ltem Descriptor Sets Emergency Access Delete Provider Orders Manage Mail to Practice Administrator for EPCS 4 Once the practice has completed steps 1 3 MicroMD Client Support or your VAR should add EPCS Gold as a new pharmacy a Click the Communication button to open the Communication Setup Manager b Select Pharmacy trom the System list c Click the Add button to open the System Integration Wizard eSERVICES 2 33 Chapter 2 Configuring Add ons MicroMD EMR Manager Som File Tools Utility Window Help 32 8 r LaS Practice Information a Users amp Facilities Fa System Settings Communication Communication Setup Manager Practice Mgmt Laboratory Diagnostic Tests Health Exchange Pharmacy Direct Mail Vaccine Registry Health Registry Fax Patient Portal Reference Update Product Name 00 Schedule Exchg Mechanism Immediate Immediate Immediate Carepoint RAsHub SureScripts
94. t only those prescribers that have been enrolled to the point that they have contirmed their Identity Proofing IDP during the initial online registration steps meaning they have completed the IDP process with Experian established a signing passphrase registered their token s and entered their IDP Confirmation Transaction ID successfully Prescribers with an Inactive grant will be listed first Lede onen Winter n e er e cs 2 irm erh com fie fo pee Pgewites Joo jp a Farin EO ol Loge Accent or m Logical Access Control Lippai Adee Cone Acie Moc Kal Satire ich epee sa ert Eee recent ate TPE E T Orgires ra 20 DO GO DO EST UnA ada U nad Tue Pim 15 GOOD EST S011 ENROLLED BEST Yih er ETFIR Wogan ET Eee pte fe ee erben eles ae pou ee eng re DB Por a oa ee Bi Bir Ervin Ins pi ar a OFF De Authorzing Presceriber Tesi Provides Fiss ferne Eee Chee po OTP Tess Bien BE Drier par Gres Ba a OTS Tee Taken eo F Go E Tr gt KB Term ar mm NOTE This screen will show no more than 50 prescribers If you do not see the prescriber you would like to activate simply search for him her at the top of the page Next the administrator will need to change the LAC grant status to Active for any prescribers that needs authorization to electronically prescribe controlled substances An administrator may activate multiple prescribers in a single LAC session 3
95. te Desktop Connection a Remote Desktop Connection Computer BN ONSGA CITD Username None specified You wall be asked for credentials when you connect ae Eea 2 14 MicroMD EMR Configuration Manual 10 0 Contiguring Add ons Procedure Details 12 Select the Local Resources tab CE Remote Desktop Connection a Remote Desktop Connection General Display Loca Resourcer Programs Experience Advanced Logon zeig A Erie the name al the remote computer at iif Deskiop Lonnection Remote Desktop Connection 13 Click Settings General Display Local Resouces Programs Experience Advanced Remote such Conhgure remote sauce metiings Key Appi windo Gay Can Oniy when unng the ful screen Example ALT TAS Local deweoe and fence Chosse the dewioen and resource E ou weal bO ba ri POLE ee ee Painters Chipboard __ Mere i a m 14 Select the Play on this computer option Remote Desktop Connection and the Record from this computer option then Remote Desktop click OK Selecting these options ensures that 22 Connection audio support is enabled each time the user Remote audio playback opens the remote connection to use Dragon Medical Practice Edition on Windows Server 2008 R2 eSERVICES 2 Chapter 2 Contiguring Add ons Details Procedure 15 On the Local Resources tab set the Apply Windows
96. tegrated functionality with MicroMD Support Users requiring support should call the MicroMD Client Support at 330 758 8832 x3973 EMR Support or contact their VAR for support Additional Configuration Instructions The configuration of a client to use the Patient Portal involves several steps outlined below Setting up clients to use The Henry Schein Secure Chart Patient Portal The following steps will explain the process of configuring the Patient Portal for client use Details Procedure 1 MicroMD receives an order from sales and issues a See Patient Portal Registration Form explained quote to the sales resource along with the Patient below Portal Registration Form for the client to complete The form must be returned to MicroMD Accounting 2 MicroMD Accounting receives completed Patient NOTE Key code is provided to MicroMD Client Portal Registration Form and generates the key Support or the VAR to complete the client code configuration 3 Enter the key code into the appropriate area of the The key code is entered in the spaces provided EMR Manager next to the user name in Step 4 of the System Integration Wizard See the screen shot below These instructions are continued below after a brief explanation of the registration form eSERVICES 27 Chapter 2 Configuring Add ons n Integration Wizard Step 4 of 4 oystem Specific Data Enter the system specific data Sistem Specific Sethings Select the
97. tion steps require close collaboration between MicroMD the VAR the prescriber a practice representative and sometimes the EPCS vendor DrFirst These steps can take at a minimum 2 weeks depending on how motivated the prescriber and practice is to complete their registration MicroMD Client Support or VAR Assist with Client Setup Discuss the registration process with the practice and or prescribers and contirm entry of the items that must be entered in the EMR Manager for each prescriber EPCS PRACTICE SETUP STEPS BELOW Provide clients with the MicroMD EPCS Gold Registration Guide Coordinates with practice to upgrade to MicroMD EMR Version 10 5 or higher for EPCS functionality Set up prescribers and enters key codes and issue the prescriber e mail registration invitations from the EMR Manager MicroMD orders prescriber hard token to be mailed to the practice address Received in about 2 3 days after order with DrFirst MicroMD orders immediately for direct clients VARs need to complete and submit a Hard Token Order Form with their order THEN confirm with the MicroMD Client Support Inbox hsms support henryschien com when they have issued a prescribers e mail registration invitation eSERVICES 2 33 Chapter 2 Configuring Add ons Prescriber Registration Steps Prescriber downloads up to four 4 soft token s required for initial online registration Prescriber completes their initial online registr
98. tokens and you are ready to enter your IDP confirmation Transaction ID you may use the following generic login URL https ui epcsdrfirst com pob login You must download at least 1 One Time Pin OTP token to start the online registration process Prescribers cannot complete the initial online registration steps without at least downloading 1 One Time PIN OTP soft token o Itis recommended that prescribers download multiple soft tokens up to four to devices from which they WILL NOT be prescribing controlled substances Prescribers should download multiple soft tokens onto their secure phone s tablet s and home desktop s to ensure they are never without a token where they would need to use it If a prescriber ever loses access to all soft and hard tokens they will need to repurchase MicroMD EPCS Gold and complete the registration and LAC activation again Prescribers should only download soft tokens to devices they have secure control over Soft tokens should not be downloaded to the devices s on which the prescriber will be authorizing controlled substance prescriptions When authorizing controlled substance prescriptions a best practice is to use the soft token on a secure smart phone or tablet or use the hard token o Each prescriber will also receive a hard OTP token mailed to their practice address This hard token will need to be registered with their EPCS account once it is received in order to use it o Prescriber m
99. toring Templates Completed N A Profile Graphs Completed N A Clinical Dashboard Templates Completed N A Rule Manager STEP 4 ADD TO THE PATIENT EDUCATION LIBRARY The MicroMD EMR system comes with an electronic library of information practices can print as needed for the patient If your Content Development team has determined that the practice needs special material not already in the system you can either set this up for the practice or teach them how Select Tools gt Patient Education Library from the MicroMD EMR main menu to access the manager Completed N A Patient Education Library STEP 5 ADD CONTACTS TO THE CONTACT MANAGER If the practice has physicians to whom they refer their patients or common pharmacies to whom they send patient prescriptions you can add this information to the Contact Manager Select Tools gt Contact Manager from the MicroMD EMR main menu From there select Specialist Manager to add referring physicians and Pharmacy Manager to add pharmacies NOTE There is no need to use the Insurance Manager for insurance plans The MicroMD EMR application almost always has a practice management system in use with it The system pulls the insurance information trom the practice management system Completed N A Specialist Manager Completed N A Pharmacy Manager Completed N A Insurance Manager 32 MicroMD EMR Configuration Manual 10 0 Customization Completed N A Service Facility Manager STEP 6 ENTER
100. use lab That s it You are finished with In House Settings panel performed by the practice Step 6 Defining In House Procedures and Labs 1 21 Chapter 1 Setting Up the Practice STEP 7 SYSTEM MONITORING There is no setup required under System Monitoring This happens during the installation of the program Please refer to the main MicroMD EMR User s Reference Manua under System Monitoring for detailed information about this section STEP 8 CUSTOMIZATION Depending if you need to perform any customizations or you just need to train the client to do the customizations themselves please proceed to Chapter 2 This chapter provides a basic list of the items you need to be sure to address 1 22 MicroMD EMR Configuration Manual 10 0 CONFIGURING ADD ONS CHAPTER 2 MicroMD works with many different software vendors and partners to bring you the most effective tools to run your practice Since these tools work in conjunction with the MicroMD EMR and PM products there may be some set up required for each add on In this section we will cover all of the add ons for MicroMD EMR complete with pertinent information on key coding set up instructions and guidance on acquiring support for each one ESERVICES The following are eSERVICES that work with MicroMD EMR Direct Secure Messaging through Surescripts Clinical Interoperability Network CIN MicroMD EMR The Surescripts Direct Secure Messaging service is a network develope
101. ver 2008 R2 ensure that the group policy setting Allow audio recording redirection is enabled Group Policy settings for Remote Desktop Services can be found in the following locations in either the Local Group Policy Editor or the Group Policy Management Console GPMC Computer Configuration Policies Administrative Templates Windows Components Remote Desktop Services Remote Desktop Session Host Device and Resource Redirection 8 Inthe Dragon Medical Practice Edition client configure the Roaming User master directory and Roaming Administrative settings Nuance recommends enabling the Roaming User feature to store user profiles on a secure network 9 Inform end users they can create their roaming user profiles Creating user profiles requires a minimum of four 4 minutes of Short training It is not possible to skip user profile training when Dragon Medical Practice Edition is installed on the Windows Server 2008 R2 and Remote Desktop Connection 7 is used If a user had a profile on a standalone previously they will not be able to use this profile in the RDP environment they will have to create a new profile 10 Find the Remote Desktop Connection 7 RDP 7 software on the end user s computer or laptop You must use this version of RDP to make it work 11 Copy the RDP Icon to the desktop of the workstation When you start Remote Desktop Connection 7 in the Remote Desktop Connection dialog box click Options C2 Remo
102. very important that e The address that is entered matches the prescriber s home address not the practice address This address will only be used for the IDP Process and must match the billing address of the credit card being provided e The card being used must be a personal credit card excluding American Express and Discover e Also a debit card or a business credit card cannot be used here e Only the first 8 characters of the credit card are required eSERVICES 2 41 Chapter 2 Configuring Add ons NPI First Name Last Name Email Address NOTE Some additional tips to ensure successful confirmation of prescriber demographic information by Experian e Make sure the address used during the IDP is your home address not your practice address e Although a telephone number is not required it does help Experian verity your identity If you enter a telephone number use a cell phone or land line associated with the address you are entering for your demographics 4 Optional Fields Following fields are optional but we strongly recommend you to fill this for verification ROSE Driver s License State Choose a Value Driver s License Number Secondary Phone Date of Birth MMDDYYYY DEA Number DEA State Home Street Address Home City Home State Home Zip Home Phone Choose a Yalue Choose a Yalue Additional data required for identity verification Social Security Number
103. your EPCS account protile change your pass phrase manage your devices Tokens activate deactivate and view reports for prescription statuses e Dol need to register anything with my state Check with your state to confirm if there are requirements for registering your EPCS software MicroMD provides a copy if it s DEA Audit Certification as well as intormation related to the software name and version if needed e What are prescriber responsibilities Each state will have its own regulations and requirements for electronically prescribing controlled substances For instance NY prescribers are required to register the EPCS software with the Bureau of Narcotic Enforcement State requirements may also differ from the Federal Rule While the MicroMD EPCS Gold solution includes certified technology to for Identity Proofing IDP and Two factor Authentication TFA required federal and state checks for scheduled drugs and confirmation of EPCS enabled pharmacies it is the prescriber s responsibility to know and comply with all applicable laws and regulations related to prescribing of controlled substances and DEA licensure e What information do need to register my EPCS software Typically a state entity will require the following information if you are required to register your EPCS software o A copy of the MicroMD EPCS Gold DEA certificate o Our official certified application software version and company names e Name of Certified E prescribi

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