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Transitions of care – create and transmit transition of care\referral summaries (MU2)

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MU Requirements


Taken from ONC Final Rule:File:2014 Edition Cert Federal Register.pdf
(2) Transitions of care – create and transmit transition of care/referral summaries. (i) Create.
Enable a user to electronically create a transition of care/referral summary formatted according to
the standard adopted at § 170.205(a)(3) that includes, at a minimum, the Common MU Data Set
and the following data expressed, where applicable, according to the specified standard(s):
(A) Encounter diagnoses. The standard specified in § 170.207(i) or, at a minimum, the
version of the standard specified § 170.207(a)(3);
(B) Immunizations. The standard specified in § 170.207(e)(2);
(C) Cognitive status;
(D) Functional status; and
(E) Ambulatory setting only. The reason for referral; and referring or transitioning
provider’s name and office contact information.
(F) Inpatient setting only. Discharge instructions.
(ii) Transmit. Enable a user to electronically transmit the transition of care/referral summary
created in paragraph (b)(2)(i) of this section in accordance with:
(A) The standard specified in § 170.202(a).
(B) Optional. The standards specified in § 170.202(a) and (b).
(C) Optional. The standards specified in § 170.202(b) and (c).

Per ONC/NIST Final Test Methods

See here:



  • (EMR Direct feature is complete and committed to 4.1.2 codebase)
  • The mechanism to transmit is in place, however still need to create the summary (per standard)
  • Note that the smoking status needs to include the SNOMED codes that are mapped to them (these are mapped in the Administration->Lists->Smoking Status)


ZH Healthcare

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