These are the 10 measures on which ICANotes can provide calculations. This course will cover those rules, how they are tracked within ICANotes, reporting, and exporting the report.
MIPS, MEDICAID & MEANINGFUL USE
- Merit-Based Incentive Payment System (MIPS)
- Medicaid / Meaningful Use
HIGH PRIORITY MEASURES
- Child and Adolescent Major Depressive Disorder (MDD): Suicide Risk Assessment Closing the Referral Loop: Receipt of Specialist Report
- Closing the Referral Loop: Receipt of Specialist Report
- Documentation of Current Medications in the Medical Record
- Use of High-Risk Medications in the Elderly
NON-HIGH PRIORITY MEASURES
- Adult Major Depressive Disorder (MDD): Suicide Risk Assessment
- Dementia: Cognitive Assessment
- Preventive Care and Screening: Screening for High Blood Pressure and Follow-Up Documented
- Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-Up
- Preventive Care and Screening: Screening for Depression and Follow-Up Plan
- Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention
- Reporting
- How to Use the Report
- Eligibility and Exception Information
REPORTING
Reporting
How to Use the Report
Eligibility and Exception Information
Step 1 of 15
Medicaid / Meaningful Use
How long to report: 2020, the entire 365 days
How many to report on: Six measures need to be reported on. No patient sample or thresholds required.
Step 2 of 15
Merit-Based Incentive Payment System (MIPS)
How long to report: 2020, the entire 365 days
How many to report on: Medicare providers need to report on six measures but one of the six must be a high priority. Report on all relevant measures including one high priority measure. Also, some are higher scoring in points so best to report on all to see over time which gets the highest percentage - numerator/denominator. The minimum patient sample for MIPS is 20 for each measure.
This replaces claims-based measures reporting or reporting via the registry. Not all measures you reported via claims or a registry can be reported via EHR, that is why you may see some that are different.
For MIPS the quality category is the highest scoring MIPS category - 45% of your total score.
There are 10 quality measures to choose from.
Some are higher scoring in points so best to report on all to see over time which gets the highest percentage - numerator/denominator.
You must have a minimum of 20 patients in the denominator for any measure to get as many points as possible. Data completeness for a quality measure is that 70 % of possible data for a measure has been submitted.
If data completeness is not met on a measure, the measure will earn 1 point (small practices (15 clinicians or less) will earn 3 points for the measure).
You can also earn up to 10 additional percentage points based on your improvement in the Quality performance category from the previous year.
For ICANotes to collect Quality Measure data, service codes must be included in each note.
Check to make sure the clinician who is reporting on MIPS is the Principal clinician in a patient's chart face in Demographics to get credit for the Quality measure. See below.
Run your Quality measure reports once a month to see how you are doing. Go to Reports and click on Clinical Quality Measures. For details see Reporting in this document.
See below:

Step 3 of 15
Child and Adolescent Major Depressive Disorder (MDD): Suicide Risk Assessment
CMS#: CMS177v8
Measure Description: Percentage of patient visits for those patients aged 6 through 17 years with a diagnosis of major depressive disorder with an assessment for suicide risk
High Priority
Initial Patient Population: All patient visits for those patients aged 6 through 17 years with a diagnosis of major depressive disorder
Denominator Statement: Equals Initial Population
Denominator Exclusions: None
Numerator Statement: Patient visits with an assessment for suicide risk
Numerator Exclusions: Not Applicable
Denominator Exceptions: None
Improvement Notation: Higher score indicates better quality
Guidance: A suicide risk assessment should be performed at every visit for major depressive disorder during the measurement period.
Suicide risk assessments completed via telehealth services can also meet numerator performance.
This measure is an episode-of-care measure; the level of analysis for this measure is every visit for major depressive disorder during the measurement period. For example, at every visit for MDD, the patient should have a suicide risk assessment.
How Tracked in ICANotes
Use at least one of these service codes to get credit:
99241, 99242, 99243, 99244, 99245, 99201, 99202, 99203, 99204, 99205, 99212, 99213, 99214, 99215
90791, 90792 90845 90853, 90846, 90847, 90832, 90834, 90837, 98966, 98967, 98968, 99441, 99442, 99443, 9944
Encounter definition allows for Telehealth Services encounters to meet visit requirements.
This is measured by the Depression Shrub and Suicide / Violence Assessment button on notes.



CQM Profile
On the right from the Finished Note screen, click on the CQM Profile button to see the CQM Profile Entry.
Step 4 of 15
CMS#: CMS50v8
Measure Description: Percentage of patients with referrals, regardless of age, for which the referring provider receives a report from the provider to whom the patient was referred
High Priority
Initial Patient Population: Number of patients, regardless of age, who were referred by one provider to another provider, and who had a visit during the measurement period. Percentage of patients with referrals, regardless of age, for which the referring provider receives a report from the provider to whom the patient was referred
Denominator Statement: Equals Initial Population
Denominator Exclusions: None
Numerator Statement: Number of patients with a referral, for which the referring provider received a report from the provider to whom the patient was referred
Numerator Exclusions: Not Applicable
Denominator Exceptions: None
Improvement Notation: A higher score indicates better quality
The following is required for a patient to qualify for the initial patient population: Patient of any age with a referral report sent as part of an encounter with one of the following service codes: 99201, 99202, 99203, 99204, 99205, 99212, 99213, 99214, 99215, 92002, 92004, 92012, 92014, 99391, 99392, 99393, 99394, 99395, 99396, 99397, 99385, 99386, 99387, 99381, 99382, 99383, 99384
Two notes are required (one with referral report sent and a qualifying service code and another with 'consultant report reviewed' checked).
How is Tracked in ICANotes
Use at least one of these service codes to get credit: 99381, 99382, 99383, 99384, 99391, 99392, 99393, 99394, 99395,
99396, 99397, 99201, 99202, 99203, 99204, 99205, 99212, 99213, 99214, 99215, 99385, 99386, 99387
On the Finished Note screen, click the CQM Profile button in the light blue box on the right.
Step 5 of 15
Documentation of Current Medications in the Medical Record
CMS#: CMS68v8
Measure Description: Percentage of visits for patients aged 18 years and older for which the eligible professional or eligible clinician attests to documenting a list of current medications using all immediate resources available on the date of the encounter. This list must include ALL known prescriptions, over-the-counters, herbals, and vitamin/mineral/dietary (nutritional) supplements AND must contain the medications' name, dosage, frequency, and route of administration.
High Priority
Initial Patient Population: All visits occurring during the 12-month measurement period for patients aged 18 years and older
Denominator Statement: Equals Initial Population
Denominator Exclusions: None
Numerator Statement: Eligible professional or eligible clinician attests to documenting, updating or reviewing the patient's current medications using all immediate resources available on the date of the encounter. This list must include ALL known prescriptions, over- the-counters, herbals and vitamin/mineral/dietary (nutritional) supplements AND must contain the medications' name, dosages, frequency, and route of administration
Numerator Exclusions: Not Applicable
Denominator Exceptions: Medical Reason:
Patient is in an urgent or emergent medical situation where time is of the essence and to delay treatment would jeopardize the patient's health status
Improvement Notation: Higher score indicates better quality
How is Tracked in ICANotes
Use at least one of these service codes to get credit:
59400, 59510, 59610, 59618, 90791, 90792, 90832, 90834, 90837, 90839, 92002, 92004,
92012, 92014, 92507, 92508, 92526, 92537, 92538, 92540, 92541, 92542, 92544, 92545,
92547, 92548, 92550, 92557, 92567, 92568, 92570, 92585, 92588, 92626, 96116, 96150,
96151, 96152, 97127, 97161, 97162, 97163, 97164, 97165, 97166, 97167, 97168, 97802, 97803,
97804, 98960, 98961, 98962, 99201, 99202, 99203, 99204, 99205, 99212, 99213, 99214,
99215, 99221, 99222, 99223, 99236, 99281, 99282, 99283, 99284, 99285, 99304, 99305,
99306, 99307, 99308, 99309, 99310, 99315, 99316, 99318, 99324, 99325, 99326, 99327,
99328, 99334, 99335, 99336, 99337, 99339, 99340, 99341, 99342, 99343, 99344, 99345,
99347, 99348, 99349, 99350, 99385, 99386, 99387, 99395, 99396, 99397, 99495, 99496
Document medications that are taken by a patient (18 years old or older) or why the medications are not documented.
On the CQM Additional Data Entry window, you are able to choose the prescription medication review was done or the reason why the medication review was not done.
Step 6 of 15
Use of High-Risk Medications in the Elderly
Measure Description: Percentage of patients 65 years of age and older who were ordered high-risk medications. Two rates are reported.
Percentage of patients who were ordered at least one high-risk
Percentage of patients who were ordered at least two of the same high-risk medications.
High Priority
Initial Patient Population: Patients 65 years and older who had a visit during the measurement period
Denominator Statement: Equals Initial Population
Denominator Exclusions: Exclude patients who were in hospice care during the measurement year
Numerator Statement:
Numerator 1: Patients with an order for at least one high-risk medication during the measurement period
Numerator 2: Patients with at least two orders for the same high-risk medication during the measurement period
Numerator Exclusions: Not Applicable
Denominator Exceptions: None
Improvement Notation: Lower score indicates better quality
Note: This is one measure where you are aiming for 0%.
How is Tracked in ICANotes
Use at least one of these service codes to get credit:
G0438, G0439
99324, 99325, 99326, 99327, 99328, 99334, 99335, 99336, 99337, 99385, 99386, 99387,
99395, 99396, 99397, 99304, 99305, 99306, 99307, 99308, 99309, 99310, 99315, 99316,
92002, 92004, 92012, 92014,
99201, 99202, 99203, 99204, 99205, 99212, 99213, 99214, 99215
99324, 99325, 99326, 99327, 99328, 99334, 99335, 99336, 99337, 99341, 99342, 99343,
99344, 99345, 99347, 99348, 99349, 99350
This is measured by the patient's age and medications.
Step 7 of 15
Adult Major Depressive Disorder (MDD): Suicide Risk Assessment
Measure Description: Percentage of patients aged 18 years and older with a diagnosis of major depressive disorder (MDD) with a suicide risk assessment completed during the visit in which a new diagnosis or recurrent episode was identified
Initial Patient Population: All patients aged 18 years and older with a diagnosis of major depressive disorder (MDD)
Denominator Statement: Equals Initial Population
Denominator Exclusions: None
Numerator Statement: Patients with a suicide risk assessment completed during the visit in which a new diagnosis or recurrent episode was identified
Numerator Exclusions: Not Applicable
Denominator Exceptions: None
Improvement Notation: Higher score indicates better quality
How is Tracked in ICANotes
Use at least one of these service codes to get credit:
99241, 99242, 99243, 99244, 99245
90845
90791, 90792
90832, 90834, 90837
99281, 99282, 99283, 99284, 99285
99201, 99202, 99203, 99204, 99205, 99212, 99213, 99214, 99215
This is measured by the Depression Shrub, Suicide / Violence Assessment button, and Rating Scales/PHQ-9 on notes.
Step 8 of 15
Dementia: Cognitive Assessment
CMS#: CMS149v8
Measure Description: Percentage of patients, regardless of age, with a diagnosis of dementia for whom an assessment of cognition is performed and the results reviewed at least once within a 12 month period
Initial Patient Population: All patients, regardless of age, with a diagnosis of dementia
Denominator Statement: Equals Initial Population
Denominator Exclusions: None
Numerator Statement: Patients for whom an assessment of cognition is performed and the results reviewed at least once within a 12 month period
Numerator Exceptions: Not Applicable
Denominator Exceptions: Documentation of patient reason(s) for not assessing cognition
Improvement Notation: Higher score indicates better quality
Note: This measure requires two notes; one to perform the cognition assessment and another to review the results, each during a qualifying encounter.
How is Tracked in ICANotes
Use at least one of these service codes to get credit:
96116, 96118, 96119, 96120
99241, 99242, 99243, 99244, 99245
90791, 90792, 90832, 90834, 90837
99324, 99325, 99326, 99327, 99328, 99334, 99335, 99336, 99337
99304, 99305, 99306, 99307, 99308, 99309, 99310
97165, 97166, 97167, 97168
99341, 99342, 99343, 99344, 99345, 99347, 99348, 99349, 99350
99201, 99202, 99203, 99204, 99205, 99212, 99213, 99214, 99215
Step 9 of 15
Preventive Care and Screening: Screening for High Blood Pressure and Follow-Up Documented
CMS#: CMS22v8
Measure Description: Percentage of patients, regardless of age, with a diagnosis of dementia for whom an assessment of cognition is performed and the results reviewed at least once within a 12 month period
Initial Patient Population: All patients, regardless of age, with a diagnosis of dementia
Denominator Statement: Equals Initial Population
Denominator Exclusions: None
Numerator Statement: Patients for whom an assessment of cognition is performed and the results reviewed at least once within a 12 month period
Numerator Exceptions: Not Applicable
Denominator Exceptions: Documentation of patient reason(s) for not assessing cognition
Improvement Notation: Higher score indicates better quality
Patient Reason(s):
Patient refuses to participate (either BP measurement or follow-up)
OR
Medical Reason(s):
Patient is in an urgent or emergent medical situation where time is of the essence and to delay treatment would jeopardize the patient's health status. This may include but is not limited to severely elevated BP when immediate medical treatment is indicated.
Improvement Notation: Higher score indicates better quality
How is Tracked in ICANotes
Use at least one of the service codes to get credit:
90791, 90792, 92002, 92004, 92012, 92014, 99201, 99202, 99203, 99204, 99205, 99212,
99213, 99214, 99215, 99236, 99281, 99282, 99283, 99284, 99285, 99304, 99305, 99306, 99307,
99308, 99309, 99310, 99315, 99316, 99318, 99324, 99325, 99326, 99327, 99328, 99334, 99335,
99336, 99337, 99339, 99340, 99341, 99342, 99343, 99344, 99345, 99347, 99348, 99349, 99350,
99385, 99386, 99387, 99395, 99396, 99397
This is measured by Constitutional / Vital Signs area
There are many choices in Preventive Care and Screening: Screening for High Blood Pressure and Follow-Up Documented. Click the More link to expand the choices.
Step 10 of 15
Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-Up
CMS#: CMS69v8
Measure Description: Percentage of patients aged 18 years and older with a BMI documented during the current encounter or during the previous six months AND with a BMI outside of normal parameters, a follow-up plan is documented during the encounter or during the previous six months of the current encounter
Normal Parameters: Age 18 years and older BMI => 18.5 and < 25 kg/m2
Initial Patient Population: All patients aged 18 years and older before the start of the measurement period with at least one eligible encounter during the measurement period
Denominator Statement: Equals Initial Population
Denominator Exclusions:
- Patients who are pregnant
- Patients receiving palliative care
- Patients who refuse measurement of height and/or weight or refuse follow-up
Numerator Statement: Patients with a documented BMI during the encounter or during the previous twelve months, AND when the BMI is outside of normal parameters, a follow-up plan is documented during the encounter or during the previous twelve months of the current encounter
Numerator Exclusions: Not Applicable
Denominator Exceptions:
- Patients with a documented Medical Reason
- Patients in an urgent or emergent medical situation where time is of the essence and to delay treatment would jeopardize the patient's health status
- Improvement Notation: Higher score indicates better quality
How is Tracked in ICANotes
Use at least one of the service codes to get credit:
90791, 90792, 90832, 90834, 90837, 96150, 96151, 96152, 97161, 97162, 97163, 97165, 97166,
97167, 97802, 97803, 99201, 99202, 99203, 99204, 99205, 99212, 99213, 99214, 99215,
99236, 99305, 99306, 99307, 99308, 99309, 99310, 99315, 99316, 99318, 99324, 99325,
99326, 99327, 99328, 99334, 99335, 99336, 99337, 99339, 99340, 99385, 99386, 99387,
99395, 99396, 99397, 99401, 99402
43644, 43645, 43659, 43770, 43771, 43772, 43773, 43774, 43842, 43843, 43845, 43846, 43847,
43848, 43886, 43888, 97802, 97803, 97804, 98960, 99078, 99401, 99402
This is measured by the Constitutional / Vital Signs area and Instructions and Recommendations shrub.
Step 11 of 15
Preventive Care and Screening: Screening for Depression and Follow-Up Plan
CMS#: CMS2v8
Measure Description: Percentage of patients aged 12 years and older screened for depression on the date of the encounter using an age appropriate standardized depression screening tool AND if positive, a follow-up plan is documented on the date of the positive screen
Initial Patient Population: All patients aged 12 years and older before the beginning of the measurement period with at least one eligible encounter during the measurement period
Denominator Statement: Equals Initial Population
Denominator Exclusions: Patients with an active diagnosis of depression or a diagnosis of bipolar disorder
Numerator Statement: Patients screened for depression on the date of the encounter using an age appropriate standardized tool AND if positive, a follow-up plan is documented on the date of the positive screen
Numerator Exclusions: Not Applicable
Denominator Exceptions: Patient Reason(s): Patient refuses to participate
OR
Medical Reason(s): Patient is in an urgent or emergent situation where time is of the essence and to delay treatment would jeopardize the patient's health status
OR
Situations where the patient's functional capacity or motivation to improve may impact the accuracy of results of standardized depression assessment tools. For example certain court- appointed cases or cases of delirium
Improvement Notation: Higher score indicates better quality
How is Tracked in ICANotes
Use at least one of the service codes to get credit:
59400, 59510, 59610, 59618, 90791, 90792, 90832, 90834, 90837, 92625, 96116, 96118,
96150, 96151, 97165, 97166, 97167, 99201, 99202, 99203, 99204, 99205, 99212, 99213,
99214, 99215, 99304, 99305, 99306, 99307, 99308, 99309, 99310, 99315, 99316, 99318,
99324, 99325, 99326, 99327, 99328, 99334, 99335, 99336, 99337, 99339, 99340, 99384,
99385, 99386, 99387, 99394, 99395, 99396, 99397, 99483, 99484, 99492, 99493
This is measured by the Depression shrub and Diagnosis popover window. From the Finished Note screen, click the CQM
Step 12 of 15
Preventive Care and Screening: Tobacco Use: Screening and Cessation Intervention
CMS#: CMS138v8
Measure Description: Percentage of patients aged 18 years and older who were screened for tobacco use one or more times within 24 months AND who received tobacco cessation intervention if identified as a tobacco user
Three rates are reported:
- Percentage of patients aged 18 years and older who were screened for tobacco use one or more times within 24 months
- Percentage of patients aged 18 years and older who were screened for tobacco use and identified as a tobacco user who received tobacco cessation intervention
- Percentage of patients aged 18 years and older who were screened for tobacco use one or more times within 24 months AND who received tobacco cessation intervention if identified as a tobacco user
Initial Patient Population: All patients aged 18 years and older seen for at least two visits or at least one preventive visit during the measurement period
Denominator Statement:
- Population 1: Equals Initial Population
- Population 2: Equals Initial Population who were screened for tobacco use and identified as a tobacco user
- Population 3: Equals Initial Population
Denominator Exclusions: None
Numerator Statement:
- Population 1: Patients who were screened for tobacco use at least once within 24 months
- Population 2: Patients who received tobacco cessation intervention
- Population 3: Patients who were screened for tobacco use at least once within 24 months AND who received tobacco cessation intervention if identified as a tobacco user
Numerator Exclusions: Not Applicable
Denominator Exceptions:
- Population 1: Documentation of medical reason(s) for not screening for tobacco use (eg, limited life expectancy, other medical reason)
- Population 2: Documentation of medical reason(s) for not providing tobacco cessation intervention (eg, limited life expectancy, other medical reason)
- Population 3: Documentation of medical reason(s) for not screening for tobacco use OR for not providing tobacco cessation intervention for patients identified as tobacco users (eg, limited life expectancy, other medical reason)
Improvement Notation: Higher score indicates better quality
How is Tracked in ICANotes
Use at least one of the service codes to get credit:
96152 99395, 99396, 99397, 9341, 99342, 99343, 99344, 99345, 99347, 99348, 99349,
99350, 90845
99201, 99202, 99203, 99204, 99205, 99212, 99213, 99214, 99215
99401, 99402, 99403, 99404, 90791, 90792, 90832, 90834, 90837, 99406, 99407, 99429,
99411, 99412, 96151, 96150, 99385, 99386, 99387
This is measured by the Tobacco Use window.
Locations of the Tobacco Use window:
ReportingGroup administrators can run reports.
Step 14 of 15
How to Use The Report
This step will show you how to use the information on the report. We will explore CMS 68 v7, Documentation of Current Medications in the Medical Record.
Eligibility And Exception Information
To make sure you are eligible and to check your participation status, please go to https://qpp.cms.gov/participation-lookup