General Notes


1: Each tab includes the Promoting Interoperability measure.
2: Health IT developers are required to use the same patient names, date of birth, and sex included in the test data and may not use their own test names, date of birth, and sex.
3: Where CMS allows for providers to include or exclude certain data, health IT developers must demonstrate the ability to record the numerator with or without the data (i.e. ePrescribing allows for the inclusion or exclusion of controlled substances).
4: Measures that are no longer included in the Promoting Interoperability programs will not be tested and therefore do not have test data.
5: If a Health IT Module performs a function automatically, such as making the patient education materials available electronically once identified, or automatically making data available to a patient via view, download, transmit, or an API, it is at the ATL's discretion not to test scenarios that assume this functionality is not automatic.
6: Starting in 2019, CMS has clarified that the numerator for the Promoting Interoperability measures is constrained to the EHR reporting period. The numerator action therefore must take place during the reporting period. Actions occurring outside of the reporting period, including after the calendar year will not count in the numerator.

Objectives and Measures

Required Test 1 - Electronic Prescribing
Required Test 2a - Patient Electronic Access (certified to (e)(1) and, (g)(9) or (g)(10))
Required Test 2b - Patient Electronic Access (certified to (e)(1))
Required Test 2c - Patient Electronic Access (certified to (g)(9) or (g)(10))
Required Test 7 - Transitions of Care
Required Test 15 - Electronic Referral Loops by Receiving and Incorporating/Reconciling Health Information

Revision History

Version #
Description of Change
Version Date
1.0
Final Test Data
10/30/2016
1.1
Removed ambulatory data, added totals for each scenario, modified test notes.
12/30/2016
1.2
In Required Test 2b, updated test case 3.3. Removed note 5 from Required Test 2c. Removed the Stage 2 column from Required Test 5. Added Required Tests 10, 11, and 12 which are applicable to EHs/CAHs reporting to the Medicaid Meaningful Use Program only. Added two notes to Required Test 1.
1/23/2017
1.3
Updated test notes in Required Tests 2a, b, c; 3, 4a, b, c; 5; 6; 7; and 8. Corrected data errors in Required Test 1.
2/16/2017
1.4
Updated test notes in Required Test 3 and 5.
8/25/2017
1.5
Added Required Tests 13, 14, and 15. Updated the measure thresholds for the Stage 3 measure for Required Test 1, 2a, 2b, 2c, and 7. Updated the tab names for Required Test 2a, 2b, 2c, and 7 and added a test data note outling the measure name change and that no other changes were made to the test data. Updated the tab names for Required Test 2a, 2b, and 2c, and 7. Revised general note 6 to reflect new CMS policy that starting in 2019 actions must take place during the reporting period to count towards the numerator of Stage 3 measures.
8/17/2018
1.6
Modified Required Tests 13, 14, and 15 to clarify they are currently draft. For Required Test 2a, 2b, 2c, and 7 added a test data note outlining that the measure name changed and that no other changes were made to the test data. Added general note 9 stating that Required Tests 13, 14, and 15 are draft. Added general note 10 noting the Medicare Stage 3 measures that are only applicable in 2018. Added general note 11 noting the Stage 3 measures that are only applicable starting in 2019.
12/6/2018
1.7
Added general note 12 stating that testing for Required Tests 13 and 14 is self-declaration. Updated Required Tests 13 and 14 and removed draft status.
2/28/2019
1.8
Added a test data note to Required Test 7 noting that starting in 2019 a hospital can use any document template of the C-CDA to meet the measure requirements. Revised Required Test 15 based on new CMS FAQs and removed draft status. Removed general note 13 as Required Test 15 is no longer draft.
4/26/2019
1.9
Modified general note 10 to remove reference to Required Test 2. Added general note 13 clarifying that testing to the Modified Stage 2 calculation method for inpatient modules is optional starting in 2019.
6/28/2019
2.0
Updated general note 9 to clarify that RT 14, and 15 are available for testing. Modified general note 9 to remove RT 13. Modified general note 11 removing RT 13 and clarifying that RT 14 is only applicable in 2019. Added general note 14 clarifying that RT 13 is no longer available for testing as it is now a Yes/No measure.
9/30/2019
2.1
Based on the sunsetting of the 2014 Edition in the Cures Final rule measure descriptions have been updated to reflect 2020 Promoting Interoperability requirements. RT 14 was for 2019 only and has been removed
6/15/2020
2.2
2021 Promoting Interoperability programs changed the name of the Support Electronic Referral Loops by Receiving and Incorporating Health Information measure by replacing incorporating with reconciling.
12/17/2020
2.3
Updated column headers in RT2a and RT2b to correctly specify View, Download, and Transmit.
5/5/2021
2.4
Added guidance to hide Automated Drug Queries for 2021 RT1 tests for Medicare. Removed references to encounters that happen outside Reporting/Performance Period for RT1, RT2, RT3, RT4, RT5, RT6, RT7, RT8, RT9, RT10, RT11, RT12 and RT15.
6/25/2021
2.5
No changes in this version
8/4/2021
2.6
No changes in this version
11/8/2021
2.7
Removed references to 2020 Promoting Interoperability. Added references to 2022 Promoting Interoperability. Added indication that the Medicaid measures are for 2021 Only.
12/15/2021
2.8
Added references to 2023 Promoting Interoperability.
1/9/2023
2.9
Removed the required tests (RT3, RT4, RT5, RT6, RT8, RT9, RT10, RT11, RT12) only used by the 2021 Medicaid program. Removed formulary checking as part of the calculations for RT1.
3/31/2023
2.10
Updated references to (g)(8) and (g)(10) for RT2.
11/9/2023
2.11
Added references to 2024 Promoting Interoperability. Unique patient names given for each required test.
4/4/2024
2.12
RT1 - Removed 'queried for a drug formulary' in measure description. RT7 and RT15 - Added note highlighting the increase to a continuous 180-day period for 2024 reporting.
4/18/2024