EHR Incentive Program Checklists

The Medicare and Medicaid EHR Incentive Programs checklists will show you the steps to take to receive your incentive payments, but first: EHR Incentive

  1. Find out if you are eligible for either the Medicare or Medicaid EHR Incentive Programs.
    • Professionals and hospitals can visit the Eligibility page to check eligibility.
  2. Are you a professional eligible for both programs? If so, you must choose a program and follow the rest of the relevant checklist below.

Not sure which program to choose? Compare “Notable Differences between the Medicare and Medicaid EHR Incentive Programs” .

Medicare EHR Incentive Program Checklist

If you’re an eligible professional, become a meaningful user of certified electronic health records to qualify for incentive payments of up to $44,000 from Medicare. Here’s how to qualify:

  • Make sure you’re eligible for the Medicare EHR Incentive Program. View eligibility guidelines at our Eligibility page.
  • Also eligible for the Medicaid EHR Incentive Program? You can receive higher incentive payments, up to $63,750, through the Medicaid EHR Incentive Program. See the Medicaid checklist.
  • Get registered. Registration is now open to eligible professionals. Visit the Registration page for more details.

Note: Register as soon as possible. You can register before having a system installed.

  • Use certified EHR technology. To receive incentive payments, make sure the EHR technology you’re using or are considering buying has been certified by the Office of the National Coordinator for Health Information Technology. Visit our Certified EHR Technology page for details.
  • Be a Meaningful User. You have to successfully demonstrate “meaningful use” for a consecutive 90-day period in your first year of participation (and for a full year in each subsequent years) to receive EHR incentive payments. Visit our Meaningful Use page to learn about meaningful use objectives and measures.
  • Attest for incentive payments. To get your EHR incentive payment, you must attest (legally state) through Medicare’s secure Web site that you’ve demonstrated “meaningful use” with certified EHR technology. You can now get to our secure Attestation Web site through a link at our Attestation page.

Medicaid EHR Incentive Program Checklist

If you’re an eligible professional, in your first year of participation you may adopt, implement or upgrade or become a meaningful user of certified electronic health records to qualify for incentive payments of up to $63,750 from Medicaid. Here’s how to qualify:

  • Make sure you’re eligible for the Medicaid EHR Incentive Program. View eligibility guidelines at our Eligibility page.
  • Also eligible for the Medicare EHR Incentive Program? Eligible professionals can receive up to $44,000 through the Medicare EHR Incentive Program. See the Medicare checklist.
  • Get registered. Visit the “Medicaid State Information” page to see if your state is participating in the Medicaid EHR Incentive Program.
  • If your state is already participating, register now for the Medicaid EHR Incentive Program.  Visit the Registration page for more details
  • If your state has not yet begun participating in the Medicaid EHR Incentive Program: you may wish to register now for the Medicare EHR Incentive Program, if you’re eligible for both programs. See the Medicare checklist.

Note: Register as soon as possible. You can register before having a system installed.

  • Use certified EHR technology. To receive incentive payments, make sure the EHR technology you’re using or are considering buying has been certified by the Office of the National Coordinator for Health Information Technology. Visit our Certified EHR Technology page for details.
  • Get qualified. To receive EHR incentive payments in the first year under the Medicaid EHR Incentive Program, you must do at least one of the following:
    • Adopt certified EHR technology; or
    • Implement certified EHR technology you have already purchased; or
    • Upgrade your current EHR technology to the newly certified version; or
    • Demonstrate “meaningful use” of certified EHR technology for a 90-day period. Visit your state’s Medicaid agency Web site or our Meaningful Use page to learn about meaningful use objectives and measures.
  • Attest for incentive payments. To get your EHR incentive payment, you must attest (legally state) through your state’s Medicaid agency Web site that you’ve met all of the eligibility criteria, including having adopted, implemented, upgraded or meaningfully used certified EHR technology. Visit your state’s Medicaid agency Web site for more information.

Source: CMS

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