Presenter(s): Shannon K. Pultro Business Analyst, Patient Portal Ben Powell EHR Corporate Trainer Dave Venier Manager, Software Development, R&D

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2 Presenter(s): Shannon K. Pultro Business Analyst, Patient Portal Ben Powell EHR Corporate Trainer Dave Venier Manager, Software Development, R&D Topic Patient Portal - Detailed PHR Review Level 200

3 Safe Harbor Provisions/Legal Disclaimer This presentation may contain forward-looking statements within the meaning of the federal securities laws, including statements concerning future prospects, events, developments, the Company s future performance, management s expectations, intentions, estimates, beliefs, projections and plans, business outlook and product availability. These forward-looking statements do not represent a commitment, promise or legal obligation to deliver any material, code or functionality. The development, release and timing of any features or functionality described for our products remains at our sole discretion. Future products developed beyond what is contemplated by existing maintenance agreements, will be priced separately. This roadmap does not constitute an offer to sell any product or technology. We believe that these forward-looking statements are reasonable and are based on reasonable assumptions and forecasts, however, undue reliance should not be placed on such statements that speak only as of the date hereof. Moreover, these forward-looking statements are subject to a number of risks and uncertainties, some of which are outlined below. As a result, actual results may vary materially from those anticipated by the forward-looking statements. Among the important factors that could cause actual results to differ materially from those indicated by such forward-looking statements are: the volume and timing of systems sales and installations; the possibility that products will not achieve or sustain market acceptance; the impact of incentive payments under The American Recovery and Reinvestment Act on sales and the ability of the Company to meet continued certification requirements; the development by competitors of new or superior technologies; the timing, cost and success or failure of new product and service introductions, development and product upgrade releases; undetected errors or bugs in software; changing economic, political or regulatory influences in the health-care industry or applicable to our business; changes in product-pricing policies; availability of third-party products and components; competitive pressures including product offerings, pricing and promotional activities; the Company's ability or inability to attract and retain qualified personnel; uncertainties concerning threatened, pending and new litigation against the Company; general economic conditions; and the risk factors detailed from time to time in the Company s periodic reports and registration statements filed with the Securities and Exchange Commission.

4 Session Guidelines Silence all cell phones Questions will be addressed at the end of the presentation Refrain from personal discussion

5 Why Is Enabling PHR Valuable?

6 PHR Enabled - Benefits Patients may see their clinical data online. Allows patients access to their information with no staff intervention. Provide patients with the ability to share their health information with providers from a different practice. Helps providers meet MU2 measure!

7 Meaningful Use Stage 2 (2015 Extended) Measure 2 - More than 5% of patients One patient (or authorized representative) must actually access their Portal account to view, download or transmit their health information. Providers scheduled for Stage 1 in 2015 may exclude from Measure #2 for 2015 only.

8 My Chart Consolidated View

9 PHR - My Chart Viewing (Consolidated)

10 Consolidated PHR View PHR data gets populated from generated CCD-A documents sent to the patient s Portal account. Portal uses the Rosetta CCD-A Document interface agent to generate these PHR documents.

11 Consolidated PHR View The consolidated view shows a longitudinal view of the patient s data. Each section will display the distinct data received in the software processing (machine readable) sections of the CCD-A, across all PHR documents.

12 Consolidated PHR View Please refer to the document titled CCDA_to_PHR_Data_Mapping_for_NextGen_Portal. doc located on the Knowledge Exchange and to learn more about where Rosetta pulls this data from within the client system.

13 My Chart PDF View

14 PHR - PDF Views

15 PDF View These PDF documents provide a more user friendly view of the CCD-A information received. These PDF documents show what was sent in the human readable section of the CCD-A file sent to the patient s Portal. Each PDF document will be either a Longitudinal document or an Encounter Specific document.

16 NCS Processors

17 PHR Processors PHR Requests (Longitudinal) PHR Backfill (Longitudinal) PHR Partial (Encounter) PHR

18 Patient Requested PHR PHR Requests Processor When patient requests his/her health record, this processor will generate the CCDA and push it to the patient s Portal account. A Longitudinal (Complete) CCD-A of all the patient s PHR data is sent. Patient will receive a notification when the document is available.

19 Backfill PHR PHR Backfill Load Processor A one-time process that will upload a longitudinal PHR document to EVERY enrolled patient s Portal account if one does not exist. A one-time process that will upload the patient s PHR document when a NEW enrollment is completed.

20 Backfill PHR PHR Backfill Load Processor Enabling this processor will place a large volume of records into the export queue. It takes time for the export queue to complete all of these records. Patients may not see these documents right away.

21 Partial PHR PHR Partial Load Processor Sends encounter specific PHR information to the Patient Portal when the encounter locks. Patients will NOT receive notification when these PHR documents are received.

22 Request PHR - Demo Click Here to View Short Demonstration

23 Medications - Dashboard View

24 Medications - Dashboard View The NCS Meds Assignment processor pulls the data from the patient s medication module and makes it available in the Dashboard section.

25 Medications - Dashboard View This information DOES NOT get populated by the PHR documents received, which also contain medications.

26 Medications - Dashboard View Displays all medications entered within the practices that a patient is enrolled..

27 Results Dashboard View

28 Results - Dashboard View Results displayed here WILL be pulled from the PHR documents received to the patient s portal account. UD3 will introduce new functionality that will pull this information from the Orders/PAQ Modules upon signoff, without the PHR document being sent to Portal.

29 What s Coming in UD3

30 What s Coming in UD3 Rosetta CCDA Changes within NCS Re-architected our relationship with Rosetta Rosetta agent for each practice Features That Become Available CCDA Content Generation Filter Options CCDA Date Ranges for Pulling Content; i.e. last 6 months Export Options; i.e. Include Clinical Care Guidelines, Include Provider Address

31 NCS Rosetta CCDA Changes UD3

32 NCS Rosetta CCDA Changes UD3 For more information, please attend the UGM session: Rosetta Interoperability (C-CDA and IHE) Wednesday, November 4, :15 AM - 10:30 AM **session date/time subject to change and so slide may need updating**

33 Helpful Materials

34 Helpful Materials Following documents are available on the NextGen Knowledge Exchange and the UGM FTP site CCD-A_to_PHR_Data_Mapping_White_Paper_for_NextGen_Patient_Portal.pdf PHR_CCDA_Document_Generation_Methods_White_Paper_for_NextGen_Patient _Portal.pdf Excluding_Sensitive_Data_from_PHRs_for_NextGen_Patient_Portal.pdf Understanding_How_Medications_Display_White_Paper_For_NextGen_Patient_Portal.pdf Crystal_Reports_Overview_White_Paper_for_NextGen_Patient_Portal.pdf

35 Any Questions?

36 Session Survey Please take a moment to complete a brief survey regarding this session. 1. Open your ONE UGM Mobile App (please note: you must have already logged in and accepted the Terms of Use to access this feature) 2. Click the Navigation Button at the top left of the screen 3. Select Sessions 4. Search for and select this session 5. From the sessions details screen, select Survey at the bottom right of the screen 6. Remember to hit Save at the bottom of the survey once you have answered the questions