Tag Archive for: webview

New WebView Setting – Patients Can Only View Lab Results or Notes AFTER Signed by Doctor

There is a new setting in WebView that stops patients from seeing lab results and notes BEFORE the provider.

This is an announcement for all users of Practice Partner, Medisoft Clinical and Lytec MD. You can now set up WebView so that patients will not be able to view lab results or the notes in WebView until after the provider has reviewed and signed them.

If you have upgraded to version 11 of Practice Partner, Medisoft Clinical or Lytec MD, there is a patch available that will turn off viewing of unsigned lab results and notes.

To add this setting, do this:

  1. Make sure that all of your patches are up to date.
    1. To keep your patches up to date, review this User’s Guide.
    2. Or, if you have a support contract with AZCOMP, we’d be happy to help out with this. Give us a call.
  2. Add the following highlighted settings to the WebView section of the ppart.ini file.






If you need any assistance in completing any part of this, please contact the AZCOMP support department and we’ll be happy to help you out. Contact us at (888) 799-4777.


Meaningful Use Well Check

Time for your end of the year Meaningful Use Well Check 🙂

Meaningful Use Well CheckAs 2014 is drawing to a close the window of opportunity is also closing for meeting Meaningful Use requirements in 2014.  This year we have seen changes to the EHR Incentive Program as well as updates released for the software.  Missing any of these changes could put your practice in jeopardy of not qualifying for meaningful use.  Please take a few moments to review some of the basics to make sure your practice is still on track to successfully attesting for 2014!

Review the Flexibility Rule:

CMS is allowing practices that have not had sufficient time to fully implement the 2014 Certified Electronic Health Records Technology (CEHRT), due to delays in availability, the options to attest using 2011 CEHRT. If you qualify for the CEHRT Options under the flexibility rule, determine which Stage you will attest for this year:

  • Stage 1 2013 Definition
  • Stage 1 2014 Definition
  • Stage 2

For an overview of how to determine if you are eligible for the flexibility rule review: Meaningful Use 911 Webinar

Run your Performance Metric Reports

Run your performance metric reports regularly to ensure you are meeting the thresholds! Remember in v11 you can use the drill down capability in the reports to identify which patients are not included in your numerators. In many cases it will not be too late to make corrections in the patient’s chart to ensure that the data is captured properly so that it can be reflected in your performance metrics report.

Review Menu Objectives

Review Menu objectives to ensure you have the right number to report! CMS is no longer allowing users to claim an exemption and have that count towards their total required menu objectives. If you have claimed an exemption in the past make sure you have selected an additional menu objective to attest to this year. For providers in Stage 1 that may find they are short a measure, it is not too late to send out patient reminders and we have a free webinar you can watch to teach you how to do it!

Patient Reminders Webinar

Providers attesting for Stage 1 2014 Definition or Stage 2 must have a patient portal (Webview)

For more information on changes effective this year, view the following CMS document: 2014 Changes Tipsheet

Review CQM Reports

Providers attesting to Stage 1 2014 Definition or Stage 2 must report 9 CQMs this year. Many CQMs require configuration. Some issues have been identified with the CQM reports in v11, please make sure you are on the latest update of the report so you can ensure you are getting the most accurate numbers, contact support right away if you need updates.

For more information review our recent blog post: New Clinical Quality Measures (CQM) Manual Released!

Ensure that you have supporting documentation for the Yes/No Attestation measures

Ensure that you have supporting documentation for the Yes/No Attestation measures. Not all measures have a threshold and therefore there is no performance metric the system can produce on a report to indicate whether the provider met the measure. CMS recommends keeping supporting documentation for each of the Yes/No attestation measures that the provider attests to. Providers should keep copied of supporting documentation for 6 years post attestation in case of an audit. Yes/No Measures include:

ObjectiveAudit ValidationRecommended Supporting Documentation
Drug-Drug/Drug-Allergy Interaction ChecksFunctionality is available, enabled, and active in the system for the duration of the EHR reporting period.One or more screenshots from the certified EHR system that are dated during the EHR reporting period selected for attestation.
Clinical Decision SupportFunctionality is available, enabled, and active in the system for the duration of the EHR reporting period.One or more screenshots from the certified EHR system that are dated during the EHR reporting period selected for attestation.
Protect Electronic Health InformationSecurity risk analysis of the certified EHR technology was performed prior to the end of the reporting yearCopy of a completed security risk analysis that was conducted during the calendar year the provider is attesting for. It can be performed outside of the reporting period but must be completed no earlier than the first of the year, and no later than the last day of the year.
Drug Formulary ChecksFunctionality is available, enabled, and active in the system for the duration of the EHR reporting period.One or more screenshots from the certified EHR system that are dated during the EHR reporting period selected for attestation.
Generate Lists of Patients by Specific ConditionsOne report listing patients of the provider with a specific condition.Report from the certified EHR system that is dated during the EHR reporting period selected for attestation.
Immunization Registries·Data Submission, and Syndromic Surveillance Data SubmissionOne test of certified EHR technology’s capacity to submit electronic data and follow-up submission if the test is successful.
  • Dated screenshots from the EHR system that document a test submission to the registry or public health agency (successful or unsuccessful). Should include evidence to support that it was generated for that provider’s system (e.g., identified by National Provider Identifier (NPI), CMS Certification Number (CCN), provider name, practice name, etc.).
  • A dated record of successful or unsuccessful electronic transmission (e.g, screenshot from another system, etc.). Should include evidence to support that it was generated for that provider (e.g., identified by National Provider Identifier (NPI), CMS Certification Number (CCN), provider name, practice name, etc.).
  • Letter or email from registry or public health agency confirming the receipt (or failure of receipt) of the submitted data, including the date of the submission, name of parties involved, and whether the test was successful.
ExclusionsDocumentation to support each exclusion to a measure claimed bythe provider.Report from the certified EHR system that shows a zero denominator for the measure or otherwise documents that the provider qualifies for the exclusion.

Preparing for Attestation

A few tools that can help you prepare for your attestation are the CMS attestation worksheets and the attestation calculators that allow you to practice attesting to see if you are passing before submitting your actual attestation:

Stage WorksheetCalculator
Stage 1 2013 DefinitionAttestation Worksheet Stage 1 (2013)Stage 1 Calculator
Stage 1 2014 DefinitionAttestation Worksheet Stage 1 (2014)Stage 1 Calculator
Stage 2Attestation Worksheet Stage 2Stage 2 Calculator

Look Ahead!

Just a reminder, as it stands today the reporting period for 2015 is a full calendar year for all providers that have previously participated in the EHR Incentive program. All providers are required to be on the 2014 CERT for the entire reporting period. If you are scheduled for Stage 2 in 2015 please ensure that you have taken proper steps to configure your EHR for the new objectives and requirements.

We are here to help!

If you need assistance with any of the checklist items above please contact us immediately to schedule time with a trainer. The timeframe is limited and schedules are filling up so do not delay!

We know the amount of work each of you have put into making changes to your practice in order to meet meaningful use objectives, and congratulate each of you for taking the steps to ensure your patients are receiving the BEST care!


Disclaimer: AZCOMP Technologies, Inc, (AZCOMP) is providing this material as an informational reference for eligible professionals. Although every reasonable effort has been made to assure the accuracy of the information within these pages at the time of posting, the EHR Incentive program is constantly changing, and it is the responsibility of each provider to remain abreast of the EHR Incentive program requirements.

Did You Miss The Web View Webinar?

Recordings For The WebView Webinar Are Now Available

azcomp tech sells medisoft and lytec

Empowering Small Practices To Deliver The Best Care

Web View is now one of the requirements of Meaningful Use in 2014 no matter what stage or year you are in.  In this webinar, our awesome trainer Maggie explains the meaningful use requirements, gives an overview of what Web View is, gives a look inside the program so you can see how it works, and also shows you how to set up and configure the program.  There is a lot of amazing information in here.

To watch the recordings, please go to this web page >> WebView Webinar Recordings

We hope that you find the recordings useful.  If you need to get WebView going at your practice, be sure to call in to talk with one of our EHR Specialists at 888-799-4777.


Registering a Patient for the Webview Patient Portal

Web View is an Internet-based service that enables practices to provide patients (and other providers) with online access to patient charts.  You will need to set up a link on your own practices website that links to the Seattle Practice Partner Web server.  That way patients can access Web View. Web View then serves as a portal to deliver data from the Practice Partner/Medisoft Clinical/LytecMD database to the user through a Web server. The data is presented to the user’s Web browser using Web pages and forms.

This means that patients, providers, and consultants can view patient information from a remote location, including homes and hospitals. Patients can also access messages from providers, view lab results and upcoming appointments and sections of their chart that the provider has granted them access to.

The graphic below provides a visual representation of how Web View works.


The Practice Partner Web View Gateway server hosts the web pages and requests data from the practice Web View server.  The practice Web View server is the dedicated server at the practice that Web View is installed on. This server communicates with the practice Application server. A permanent connection must be established between the practice Web View server and the Practice Partner Web View Gateway server. No data is maintained on the Practice Partner Web View Gateway server. As soon as users exit Web View, their data is erased.  This setup above keeps all the information or communications protected at the practice.

Signing up patients for Web View is a 4 step process which will be explained in detailed below:

  1. Getting a functional email address and putting it in Demographics 
  2. Putting in Web View challenge question and answer in Other Data
  3. Putting in user name and password in Configuration
  4. Preparing Web View signup page to give the patient


After going to the patient demographics tab, in the general demographics area, make sure that the e-mail address that may be present is correct, or, if it is absent, please insert their current e-mail address.  Make sure this is the email that they prefer and that they check fairly regularly.   Please note: In children below the age of 18, generally the adult’s e-mail address will be placed in here.  In elderly patients who do not have Web View access, the adult child who is power of attorney will have their e-mail address placed here.  Both of these instances may require further inquiry to make sure this is correct.

This email is important since this is the email any messaging notification goes to when we send the patient a message using the Web View messaging (which is what happens when we send a message directly to the patient from within Web View).  Also, this is the email that is used when the patient requests their username and password they have lost should this occur. Note that you can enter the email in Medisoft Clinical/Lytec MD however you will need to edit the patient chart in Medisoft or Lytec in order for it to keep that change. (Our suggested workflow is to have the front office verify the email when they are checking a patient in and add it to the chart in Medisoft or Lytec at that time so it updates Medisoft Clinical/LytecMD).

 WV Email

STEP TWO:  Web View challenge question and answer

Go to the Other Data tab in demographics and at the bottom, you will see WV Question (i.e. Web View challenge question) and WV Answer (i.e. Answer to the Web View challenge question).

If the patient loses or forgets their username or password, they can retrieve both of these by answering the WV Question with their WV Answer.  The username and password will be emailed to their email address (another reason to make sure the email in step 1 is correct and up-to-date).

Generally, people may already have a challenge question and answer because their bank website (or some other secure website may have asked them to choose a challenge Q&A).  However, most patients will default to “Mother’s Maiden Name” (but sometimes they may choose their best pet animal, best car owned, birthplace town, etc).  Whatever they choose, type in the question with the answer.  In the example below, it is “My first dog?” and the answer is “Bubba”.


STEP THREE: Set up Web View access

This involves going to the configuration tab and clicking on “Allow Web View access for patient”.  This will open up the fields for username and password.  The username will generally be the first and second initial with the last name together.  See the example in the second image below (in this example, it would be “jesetup” – see image 2 below)  When there are more than one patient with the same first and middle initial and last name then using a suffix after the last name is reasonable (such as “III”).

The password is set up such that it must have a minimum set of characters to be accepted as a password.  The password must be alpha numeric and contain at least one character. You should determine a protocol for your practice. (One suggestion is to use # followed by the patient’s chart number if it contains alpha numeric)

WV Config WV Config2

Once the 3 steps are done, above click “OK” to close the patient tab. This effectively sets up Web View for the patient in the patient’s chart. Now proceed to step four.

STEP FOUR: Web View Sign-Up Information Page

The last step is giving the patient the sign up page information with their username and password. You can generate this from the letter templates in the patient chart. 

WV Letter

Print this out to give to the patient.  Once you’ve printed the document, write in the same username and password that you put in the configuration tab in McKesson Practice Partner Patient Records in the 2 fields for username and password.  Remind them that the password is just a temporary password until they set their own password when they register.  Encourage them to register as soon as they can when they get home. You’re done!