How to use CDM-QIP

View CDM-QIP reports 

Use MicroStrategy to view CDM-QIP payment and clinical reports.  

View payment reports 

1. Launch MicroStrategy. 
2. Select Chronic Disease Management. 
3. Select Shared Reports. 
4. Select the CDM-QIP folder. 
5. Choose the report you want to view under Payment Reports.  

Payment details report 

The payment detail reports show the status of CDM-QIP payments within a selected date range. 

To run a payment details report: 

1. Choose a date range. 
2. Select Run Document. 
3. Choose the provider’s name. 
4. Choose the filter criteria. 
5. Filter results to view patients: 
   1. whose program indicators were met 
   2. whose payment was requested 
   3. whose payment has been processed 
   4. who have reached the end of an assessment period. 
6. Choose the conditions you want to include or select all. 

Payment requests are created at the end of each quarter. Payments are processed during a Medical Services Branch (MSB) pay run after the quarter ends. 

Payment exception report

The payment exception report shows patients for whom payment was not issued. 

To run a payment exception report: 

1. Choose a date range. 
2. Select Run Document. 
3. Select a provider. 
4. Choose the file criteria.  
5. Filter results to view cases where: 
   1. the assessment period has ended 
   2. the grace period has ended 
   3. program indicators were not met 
   4. payment was not issued for another reason 

Multiple providers report

The multiple providers report shows cases where more than one provider submitted CDM‑QIP information for the same patient in the same payment quarter.  

While multiple providers may be involved in a patient’s care, payment is issued according to MSB CDM-QIP payment rules. Only eligible submissions result in payment.  

The report identifies: 

• which providers were paid 
• which providers were not paid 
• the clinic where the activity took place 

To run a multiple providers report: 

1. Select the fiscal quarters. 
2. Select Run Document. 
3. Select a patient record to view the details. 

Requested payments report 

The requested payments report shows CDM-QIP payments generated at quarter-end and captured for processing. Results are organized using standard reporting filters. 

To run a requested payments report: 

1. Select the fiscal quarters. 
2. Select Run Document. 
3. Select a patient record to view the details. 

View clinical reports 

1. Launch MicroStrategy. 
2. Select Chronic Disease Management. 
3. Select Shared Reports. 
4. Select the CDM-QIP folder. 
5. Choose the report you want to view under Clinical Reports. 

Observation history report 

The observation history report shows CDM-QIP visits submitted over a selected period. It also shows which clinical indicators were addressed at each visit. 

To run an observation history report: 

1. Select a date range, or use the 12-month default 
2. Choose the Provider. 
3. Select Run Document.  
4. Use the filter to select the organization and provider.  
5. Choose the chronic condition you want to view. 

Patient profile report 

The patient profile report gives a summary view of patients seen by a provider. It includes key demographics, recent visit dates, and chronic conditions under CDM-QIP. 

To run a patient profile report: 

1. Select date range or use the 12-month default.  
2. Select a provider if more than one person is listed.   
3. Select a patient age range or use the default range of 18–120.  
4. Select Run Document. 

The patient profile report gives a summary of patients seen by a provider. It includes key demographics, recent visit dates and chronic conditions managed under CDM-QIP. 

Recommended care report 

The recommended care report shows whether CDM-QIP clinical indicators have been addressed for a patient. It highlights care that is due, overdue or up to date. 

To run a recommended care report: 

1. Launch MicroStrategy. 
2. Select Chronic Disease Management. 
3. Select Shared Reports. 
4. Select the CDM-QIP folder. 
5. Choose Recommended Care Report under Clinical Reports.