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eClinicalWorks
112 Turnpike Road
Westborough, MA 01581
CONTENTS
Data Migration........................................................................................................................................................... 12
Data Migration ........................................................................................................................................................ 12
Labs............................................................................................................................................................................. 14
Interface Overview ................................................................................................................................................. 14
Section 1: Welcome
Section 2: Implementation
Practice
Note: For small practices, one person can be assigned to multiple
roles; however, it is strongly advised that large practices assign
different individuals for each role listed.
Project Lead
Lead the practice on EMR adoption
Responsible for the overall success of the EMR adoption & rollout
Communicate and collaborate with eClinicalWorks PM/IM to
meet scheduled timelines, milestones and deliverables
Manage expectations with other external vendors
Mitigate internal and external risks
Work to achieve project milestones
Clinical Champion
Lead the practice towards EHR adoption
Own, manage and customize database content based on practice
workflow
Workflow Coordinator
Oversee schedule and organize meetings for the EHR process
redesign, including workgroup schedules and documentation
Complete workflow documentation and follow-up on outstanding
questions between meetings
Ensure all of the day-to-day details of current practice procedures
are present in the workflows and ensures that adapted workflows
are staff-friendly
Practice IT Manager
Own, manage and support the IT infrastructure of the practice
and adhere to eCW standards
Project Timelines
Kick-Off Call
The Kick-Off Call is an introduction to the implementation process.
During this call we will discuss the overall implementation timeline,
specific practice requirements and integration features.
eClinicalWorks suggests the following people be available for the
Kick-off Call:
From the practice:
Project Lead
Clinical Champion
IT Manager/Specialist
From eClinicalWorks:
Project Manager
Implementation Manager (as needed)
Technical Architect (as needed)
After the Kick-Off Call is complete, your Project Manager will send a
follow-up email message recapping the implementation choices and
schedule.
Billing Support
Billing Discovery Call
Shortly after the initial kick-off call with your project manager,
eClinicalWorks will conduct a Billing Discovery call with your billing
manager. This call will take approximately one hour and will be
conducted by an eClinicalWorks Billing Specialist. The purpose of
this call is for our billing experts to understand your internal billing
processes, policies and workflow. The information gathered during
this call will be used to prepare our on-site trainers to best train your
practice on billing.
Clearinghouse
Clearinghouses save you time and money by accelerating the process
of claim submission. You can submit claims electronically to the
clearinghouse, which, in turn, submits them electronically to
insurance companies.
The Importance of Making an Early Decision for a Clearinghouse
You can choose from a variety of clearinghouses, depending on your
geographical region and other factors. The clearinghouse choice is
important and changing clearinghouses mid-stream is not
recommended. You must also take into consideration that it may take
up to 10 weeks for some government payer applications to be
approved.
NPI Number
All providers are now required to have a National Provider Identifier
(NPI) number.
Note: All current and past CMS NPI communications are available by
clicking "CMS Communications" in the left column of the
www.cms.hhs.gov/NationalProvIdentStand CMS webpage.
[Courtesy of CMS]
Clearinghouse Choices
The most common clearinghouses currently used by eClinicalWorks
customers are Emdeon and Gateway EDI.
Should you choose another clearinghouse, please contact the
clearinghouse directly to enroll. Your Project Manager should be
notified of all approvals you receive from your specified
clearinghouse.
eClinicalWorks has certified many clearinghouses, and the list of
certified clearinghouses continues to grow. For a complete list of
clearinghouses, please refer to the Customer Care Portal at
http://support.eclinicalworks.com.
Note: If you have moved within the past year and have not notified
the payers, you must do this before eCW can begin your enrollment.
Patient Statements
Printing Patient Statements
As part of the eClinicalWorks software, you are able to print Patient
Statements. The statement can be configured with the Patient
Statement cycle, dunning messages and number of days before the
statement goes to collection. These statements are printed on 8 ½ x 11
paper and use Number 10 Left Window envelopes.
ePatient Statements
As an alternative to printing your patient statements manually, you
may choose to add the services of Emdeon’s ExpressBill or Gateway
EDI’s Electronic Patient Statements. The benefit of these services is
that the office staff can better utilize their time with other priorities
versus printing and stuffing envelopes. Both services will print, stuff
and mail your patient statements.
If you already use ExpressBill or Gateway EDI, or would like to add
ExpressBill or Gateway EDI to your eClinicalWorks installation,
inform the Project Manager and he/she will begin the enrollment
process.
Insurance Eligibility
Insurance Eligibility is an optional service provided by Emdeon and
Gateway EDI clearinghouses. eCW works with these clearinghouses
enroll the practice with this feature.
The objective of this feature is to help the practice verify the patients’
Insurance Eligibility for the visit scheduled and the procedures to be
performed on that visit. The failure to check the Insurance Eligibility
often results in the practice not getting paid or payment delayed by
the payer as the procedure is not approved by them for the patient
based on their subscription model, etc. The regular way of verifying
the Insurance Eligibility is to call the payer with all the patient
insurance details and get the information from the payer
representative. This takes time from the employee in the practice to be
on the phone until he/she gets the required information. The
Insurance Eligibility through eClinicalWorks helps them to verify it
online with no need for a phone call.
Data Migration
Data Migration
eClinicalWorks offers a data migration service as a large part of the
implementation process. The data migration involves extracting your
data from your existing practice management system and moving it
to eClinicalWorks in two separate increments (initial and final).
eClinicalWorks can extract and migrate much of your existing data,
including, but not limited to the following types of data:
Patient Demographics
Appointment Information
Insurances
Patient Insurances
Guarantor Information
Pharmacies
Referring Provider Information
There are two options eClinicalWorks offers for gathering data for
migration. The first option, which most clients prefer, is having
eClinicalWorks extract from their current practice management
system. The second option is having the client provide the data. The
following lists what is required for each method:
eClinicalWorks Extracts
Inform eClinicalWorks of Application/System name
Practice must install TightVNC on the machine that will be used
for data extraction.
Inform eClinicalWorks with an Admin username/password on
system
Inform eClinicalWorks of location of data on system (path or
directory)
Client Provides Data
Prepare data and supply in Excel format in eClinicalWorks’ Data
Migration Template
Send files to Project Manager via email, CD, or FTP (password-
protected files)
Once the extraction is performed, regardless of method, the data is
reviewed by eClinicalWorks to ensure that the data can be migrated
successfully. A Data Evaluation Plan will be provided and a
conference call arranged to discuss the findings of the evaluation.
It is also at this point that a System Setup Spreadsheet will be
generated and provided to the practice for training, review and
completion.
Standard data migrations are usually completed within 3-4 days. This
time is spread over the course of your Implementation, including the
many steps in which our Data Migration Team performs to ensure the
integrity of your data.
Once the final migration is completed, any and all further changes
will need to be tracked on paper or entered into eCW.
Important! eClinicalWorks cannot migrate binary, encrypted, or
scrambled data.
Important! eClinicalWorks does not migrate financial information
(such as prior claims, outstanding AR, etc.).
Important! The final migration of data includes only patient
demographics and future appointment updates.
Labs
Interface Overview
eClinicalWorks can be integrated directly with many major labs such
as Quest or Labcorp to transmit data electronically.
Midmark Devices
eClinicalWorks has developed an interface with Midmark EKG,
Spirometer, Vitals and Holter devices.
The interface is billable at $750 and includes configuration on one
computer. Any additional computers requiring an interface with the
device are billable at $100 per hour.
MedicScan
eClinicalWorks is compatible with the MedicScan OCR. MedicScan
scans insurance cards as a document which can be attached to Patient
Documents. The OCR reader gives the capability to scan in license
information directly into the patient demographics.
Card Scanning Solutions’ web page allows for eClinicalWorks users
to purchase the scanners at discounted prices. That page can be
found at http://store.card-reader.com/t-eclinicalworks.aspx. There
you will find the supported simplex scanners; model numbers
MCSCO-ECW & MDSCO2000R-ECW, as well as the supported
duplex scanners; model numbers MDSCO800DX-ECW &
MDSCO3000D-ECW.
There are no additional charges for the interface with any of the
MedicScan devices.
Dragon NaturallySpeaking
Dragon NaturallySpeaking Medical 10 is transcription software
offered by Nuance that many of eClinicalWorks providers are
currently using to assist with their transcription needs.
There is no charge from eClinicalWorks for the integration of Dragon
NaturallySpeaking; however, it must be purchased separately and
installed prior to the eClinicalWorks software installation. It is also
recommended that you practice using Dragon as it will take some
time for it to become used to your voice. For more information on
Dragon NaturallySpeaking Medical 10, visit
www.1450.com/eclinicalworks.
Patient Portal
The Patient Portal provides an innovative tool for sharing information
and communicating with your patient.
Certain medical record information such as lab tests, diagnostic
imaging tests, immunization alerts, and prescription alerts are
displayed on the home page on the Patient Portal. The home page is
specific to a patient, and is based on the user name and a password
used to log in to the Patient Portal.
The portal offers you the flexibility you need to set up your practice
so that the information you want displayed on the Patient Portal
reflects your communication needs. You set up lab profiles, reminder
and alert messages, and standard visit types and times. You can
define how messages are routed to your practice and the frequency
with which information is uploaded and downloaded to and from the
Patient Portal.
Functions of the Patient Portal are as follows:
Messages: Send/receive messages to/from doctor’s office.
Received Faxed Medication request to Pharmacy
Appointments: Request a new appointment and view upcoming
appointments
Medication: Request a prescription refill from pre-populated list
of currently refillable prescriptions
Labs: Request a lab; review and examine lab reports
Statements: Examine current and past statements
Demographics: Enter or modify personal information and other
demographic information
Reminders: Receive reminders from doctor’s office about when
the next immunization or lab is due
Referrals: List of prior referrals and ability to request new or
existing referrals.
Receive an email for reminders, upcoming appointments and
statements.
Access to Instant Medical History which provides an online
question and answer solution to patients about a problem they
are experiencing (ex: sore throat, back pain, etc.). The results of
these questionnaires will be recorded within the Virtual Visit
progress note.
For further information on the Patient Portal options, please contact
your project manager.
eClinicalMessenger
eClinicalMessenger is a new voice messaging service that enhances
communication between the doctor and the patient. This new product
utilizes Voice-over-Internet Protocol (VoIP), enabling your practice to
send voice messages to patients. This is a more powerful take on
phone messaging service, as it is integrated into the eClinicalWorks®
solution. eClinicalMessenger is extremely dynamic, interactive and
customizable to practice, doctor, and patient preferences.
Benefits of eClinicalMessenger are as follows:
Integrated with the EMR product version 8.0.
Interactive: Bi-Directional capabilities to allow patients to confirm
appointments over the phone and based on the response,
appointment status is automatically updates in the EMR
Customizable: Type of Reminder, Preferred Time to Call,
Preferred Phone Number (Cell, Landline), Caller ID Number and
more can be configured to Practice/Doctor/Patient preferences
Hosted Solution: eClinicalWorks’ redundant server provides a
reliable and secure environment. No extra software or hardware is
needed and the whole solution is hosted by eClinicalWorks
Efficient: Saves staff time spent making reminder calls, and
messaging templates are available for quick communication
eClinicalMobile
eClinicalMobile allows users to access patient information from a
hand–held device that has standard Web browser capabilities,
currently supporting iPhone®1, Blackberry Storm®, and T-Mobile G1
with Google®2 anywhere at any time. The screen has been optimized
for hand-held devices and loads quickly because only pertinent data
is accessed. Users are able to access schedules, write prescriptions,
and access encounters with the peace of mind that the data is
encrypted and hosted on a secure gateway. eClinicalMobile provides
user name and password as part of the log-on security function. Once
logged in, icons are displayed for ease of use in choosing your
function.
Capabilities of eClinicalMobile are as follows:
Labs:
View lab results
Upload to the Patient Portal
Make notations
ePrescription:
Refill medication
Order new prescriptions
Send to pharmacy
Display Scheduling:
View past and future appointments
View patient medical summary
Messages:
Full message capability
Telephone Encounter:
View assigned encounters
Document action taken
Reassign
Charge Capture:
Create charge at the point of service
ePrescribing
ePrescribing is an extra feature of eClinicalWorks that allows you to
electronically exchange prescription information (new prescriptions
and refill authorizations) with your local pharmacies. This not only
provides a more secure and accurate way of managing your patient’s
prescription information, but it can also save your practice significant
time when managing prescription refills. ePrescribing allows
connected pharmacies to send requests for prescription refills to your
eClinicalWorks EMR. This is a more efficient and less cumbersome
method than managing them by fax and phone. ePrescribing uses a
secure network – The Pharmacy Health Information Exchange™,
operated by SureScripts-RxHub®, to facilitate this exchange. Over 95%
of the nation’s pharmacies are enabled to connect to this network,
with 2/3 of those currently processing prescriptions electronically.
ePrescribing enrollment is done by eClinicalWorks. Please note the
following information:
• Physicians can sign up for ePrescribing and start using it as
soon as they go live on eCW, if they wish. Please ensure that
you have reviewed our training material on how to send new
prescriptions electronically, how to manage electronic refill
requests, and when to expect requests for these refills to be
sent to you electronically.
• For providers who currently use an application to prescribe
electronically, the enrollment is fairly quick; an eCW
Enrollment Coordinator will provide you with a Change of
Vendor form to be filled out and returned for processing.
• For providers who are new to ePrescribing, the enrollment
may take a few weeks.
Patient Education
eClinicalWorks integrates with A.D.A.M. for updated patient
education information.
A.D.A.M. develops consumer health information for the health care
and education markets. Physicians may print out or e-mail
QuickSheets to patients as an educational follow on to the office visit.
Visit www.adam.com for further information on their educational
services.
Physician Reference
CodeCorrect
CodeCorrect is a product and service that checks for correct coding of
physician claims. Their service provides “revenue cycle management”
such that physicians are more likely to receive timely payment for
services provided. The function that CodeCorrect performs is also
commonly known as “scrubbing.” Please visit www.medassets.com
for further information on CodeCorrect.
UpToDate
eClinicalWorks has a direct integration with the UpToDate clinical
information tool. UpToDate allows clinicians to easily access answers
to their day-to-day clinical questions, based on specialty.
There is no charge from eCW for the integration of UpToDate,
however a subscription with UpToDate is required. For further
details on the features and subscriptions of/for UpToDate, please
visit http://www.uptodate.com/home/direct/ecw.html.
Hardware
Proper hardware and network configuration is crucial to the success
of your eClinicalWorks system. eClinicalWorks provides every client
with a Hardware Requirements document that states the minimum
requirements needed for the network. The client should review this
document with their IT specialist to ensure proper ordering or
upgrading of equipment. For further information on the hardware
refer to the Technical Guide.
Once the client has determined all the components to their network,
eClinicalWorks asks that you provide this information to your project
manager for review. This way eClinicalWorks can make sure that all
equipment meets specifications for the practice and nothing has been
overlooked.
The network (including the server, workstations, tablets, laptops,
modems, analog phone lines, printers and scanners) must be fully
installed prior to the Install Check, so that during the Install Check,
eClinicalWorks can confirm all equipment specs and network speeds
are within specifications.
FaxServer
eClinicalWorks has an integrated feature that enables the client to fax
information such as prescriptions, progress notes, lab/diagnostic
imaging orders, and results directly from the software environment.
Clients should do an analysis of the number of faxes sent and
received on a daily basis. If you have multiple locations, this analysis
should be done at each location. Client should monitor what type of
documents they are sending out (referrals vs prescriptions) as well. If
you plan to use SureScripts-RxHub, this will decrease the number of
faxes sent significantly as your prescriptions will be done
electronically.
eClinicalWorks needs for the client to provide the provider(s)
signature(s) in a .jpg format for training.
Please save these signatures in a folder on your server entitled “eCW
Signatures” and be sure to let your trainer know where to find this
folder. Your trainer will set your system up to print the provider’s
signatures for prescriptions, progress notes, referrals, etc. If you
would like a copy of the default prescription format, please ask the
Project Manager.
Refer to the Analog Fax Solutions for further details on eClinicalWorks
faxing requirements.
Note: Please refer to the Technical Guide for more detailed
information.
Install Check
The Install Check is performed by eClinicalWorks, typically 5 - 7
weeks before onsite training, to ensure the network meets
specifications and all hardware and devices are ready for Installation.
eClinicalWorks remotely connects to the client’s network via
Installation
The installation of eClinicalWorks is performed approximately 3 - 4
weeks before onsite training. The eClinicalWorks Installation team
will remotely connect to the client’s Network and install the software
on the server and all the clients on the network via Tight VNC or
RDC.
eClinicalWorks requires that the IT specialist be available at the
practice during the installation, which typically takes approximately 8
hours.
Section 4: Training
Training Overview
The eClinicalWorks Training Program is designed to impart a
working knowledge of all eCW functionality that applies to your
practice's needs and facilitate the integration of the eCW EMR/PM
system.
Opportunities are provided to work hands-on with the program,
allowing participants a chance to experiment with what they have
learned in fictitious scenarios. Workflow-related scenarios are
discussed throughout the training to identify the best possible
integration of the eCW software.
management and two days for EHR) which will review the system’s
features and configuration requirements. Following this training,
your staff will have enough understanding of the system to begin
work with the eCW Implementation Manager to redesign the 14 core
workflows and to plan the system configuration. This training can
occur as soon as the current practice workflows have been mapped
and the practice has an eCW training server in place.
Testing
System testing offers a final chance to review the redesigned
workflows and configuration and to ensure revised practice
workflows can be successfully adapted to site-specific staffing and
procedures. At this point, the process owners—practice staff who take
responsibility for ensuring the new workflows will meet required
legal and procedural standards—should sign off on the final plans.
The super users and project lead should also spend at least a half day
at each site that is going live to test the workflows, ensure the
appropriate templates and settings are available to the staff who will
be using them, and check to make sure hardware is properly placed
and functioning.
In addition to the workflows, successful testing will include:
Submission and receipt of payment of claims to each of the
practice’s primary payers
Onsite Training
In order to best utilize the trainer's time with your practice, it is
recommended that you not have a full load of patients scheduled
during training. Some patients are recommended after a few days of
training, but patients should be scheduled for double the time
typically allocated for each visit type.
Training hours are either 8:00 AM – 5:00 PM or 9:00 AM – 6:00 PM
with a one hour lunch break. Additional hours on-site are billed at
$100/hr.
The following general topics are fully covered during the training:
• All Office Members
o System Overview
o Patient Lookup
o Patient HUB
o Telephone Encounters
o Messaging
o Document Management
o Faxing
• Front Office
o Patient Registration
o Appointment Scheduling
o Patient Check In/Out
o Scanning at Registration
o Scanning in Patients' Charts
o Running Letters
• Mid Office (MAs/Pas/NPs/Nurses and Providers)
o Monitor Patients in the Practice.
o Progress Notes
o Lab, Imaging, Procedures and Immunization Flow
o Referrals
o Alerts/Recalls
o Templates
o Flow sheets
o eCliniforms
o eClinisense
o EMR build and customization
• Back Office
o Billing set up
o Claim Processing
o Claims Submission and Clearing House Reports
o Payment Posting
o Accounts Lookup
o Collection Management
o Statements
o Reports
Training Recommendations
The following minimum number of hours should be allocated to
work directly with the trainer:
Post-Training
Follow-Up Sessions
Within the following weeks of your go-live, eClinicalWorks will
provide mandatory follow-up training sessions, at no additional
charge. These sessions are geared toward billing; including claims
submissions, payment posting, generation of patient statements,
collections and billing alert recalls and are scheduled during your
implementation.
Product Documentation
Available on the Customer Care Portal
(http://support.eclinicalworks.com)
Includes comprehensive documentation on the EMR, Front Office,
Billing, Administration, New Releases, and Patient Portal. The
EMR Guide includes documentation on SureScripts-RxHub as
well.
Videos
The new videos include Payment Posting, NPI, HCFA and UB92
Alignment. A new one will be available soon for Processing
Statements.
The SureScripts-RxHub video that is on our portal is a sales
demonstration/overview of SureScripts-RxHub. It is NOT for
training purposes.
Webinar Training
Available on the Customer Care Portal
(http://support.eclinicalworks.com)
There are quite a few training classes that are available through
Webinars. Practices should attend these as they will find them to
be quite informative!
Please refer to the portal for updated class schedules
eCW Newsletter
Clients should sign up for the newsletter at
www.eclinicalworks.com. This is how you will find out info on
new versions, new documentation, new training opportunities,
new videos, updates on support processes, etc.
There are many places for you to sign up from, but the easiest is
for them to click on the Help menu in eClinicalWorks and there is
an option for sign-up.
eCliniWiki
A collaborative and perpetually refreshing repository of
information on specific eCW-related topics built by our eCW users
Registration for the eCliniWiki is done from the Customer Care
Portal (support.eclinicalworks.com) to ensure that all users of the
eCliniWiki are also users of the eClinicalWorks product.
Users Group
A forum where fellow eCW users share their experiences, advice
and other tricks and tips
Join a Users Group at http://www.ecwusers.com.
Monitored, but not moderated by eClinicalWorks staff.
Transition to Support
During your onsite training, you will be introduced to your Strategic
Account Manager (SAM). The SAM is assigned to your practice for 16
weeks to help provide you the assistance you need while you go live
on the eClinicalWorks system.
Your SAM will be your main point of contact post go-live. He/She
will assist you with support concerns, points of escalation and to
ensure that your claims and payments are processed with minimal
errors or exceptions. The SAM will conduct a Support Kick-Off Call
when training is completed. It is during this call that all support
protocols will be outlined with you/your practice. The SAM will also
conduct three evaluations throughout the 16-week go-live period to
ensure both EMR and PM adoption at your practice.
eClinicalWorks offers 24/7 support. You may contact support by
logging your support request through the web at
http://support.eclinicalworks.com or by calling your SAM at 508-
836-3663.
When problems are reported, eClinicalWorks will adhere to the
following schedule to resolve the issues:
Critical/Show stopper.
System cannot function or
P0 suggested alternative has 1 Hour 4 Hours
drastic impact on the
productivity.
Next
P2 Functional Enhancement 48 Hours Upgrade
Release
Labor Rates
eClinicalWorks Labor Rates
The following table reflects assessed fees if a task is to be cancelled
before the allotted time; if additional trainings and installations are
requested other than outlined in your contract; or if custom work is
requested. In the event this agreement contradicts the master
agreement between eClinicalWorks and customer, the master
agreement will supersede this document.
Item Rates
Project Manager On-Site Visit $1000/day per person + $250 per diem
+ airfare
Examples: OR
Hardware not ready at the time $100/hr (1-hr minimum; Estimate for
of initial install number of days will be provided by the
PM)
Additional client installations
P Non-eCW appointment
reminder systems
R Un-install server/client
I Re-installs of eBO,
N eClinicalMobile, or
eClinicalMessenger
T
ITechnical Architect Billable Services $150/hr (Estimate for number of hours
will be provided by the TA)
NNetwork Architecture Review Package
-scheduled date
Additional Notes
TAMPER RESISTANT PRESCRIPTIONS
As of April 1, 2008, all printed Medicaid prescriptions must be printed
on tamper-resistant paper. The eClinicalWorks application can