MU2 Data Requirements
Certification Criterion
170.314(b)(1)- Receive, Display, and Incorporate
Transition of Care/Referral Summaries
170.314(b)(2)- Create and Transmit Transition of
Care/Referral Summaries
170.314(b)(7)- Data Portability
170.314(e)(1)- View, Download, and Transmit to a
3rd Party
170.314(e)(2)- Clinical Summary
Summary Type
Transition of Care/Referral Summary
Transition of Care/Referral Summary
Export Summary
Ambulatory Summary
Inpatient Summary
Clinical Summary
Common MU Data Set
Common MU Data Set
Patient Name
Sex
Date of Birth
Race
Ethnicity
Preferred language
Smoking Status
Problems
Medication List
Medication Allergies
Laboratory test(s)
Laboratory value(s)/result(s)
Vital signs – height, weight, blood
pressure, BMI
Care plan field(s), including goals and
instructions
Procedures
Care team member(s)
Consolidated CDA Template
General Header
General Header
General Header
General Header
General Header
General Header
Social History Section
Smoking Status Observation Entry
Problem Section
Medications (entries required) Section
Hospital Discharge Medications Section
Allergies (entries required) Section
Plan of Care Section
Plan of Care Activity Observation Entry
Results (entries required) Section
Vital Signs Section
Plan of Care Section
Procedures (entries required) Section
General Header
Transitions of Care/Referral Summary and Export Summary
Data Requirements
Cognitive Status
Discharge Instructions- Inpatient Only
Encounter Diagnoses
Consolidated CDA Template
Functional Status Section
Hospital Discharge Instructions Section
Problems (entries required) Section
Hospital Discharge Diagnosis Section
Functional Status
Immunizations
Provider Name & Office Contact
Information- Ambulatory Only
Reason for Referral- Ambulatory Only
Functional Status Section
Immunizations (entries required) Section
General Header
Reason for Referral Section
Ambulatory or Inpatient Summary
Data Requirements
Dates and Location of Admission and
Discharge- Inpatient Only
Discharge Instructions- Inpatient Only
Provider Name and Office Contact
Information- Ambulatory Only
Reason for Hospitalization- Inpatient
Only
Consolidated CDA Template
General Header
Hospital Discharge Instructions Section
General Header
Reason for Visit and/or Chief Complaint Section(s)
Clinical Summary
Data Requirements
Clinical Instructions
Date and Location of Visit
Diagnostic Tests Pending
Future Appointments
Future Scheduled Tests
Immunizations administered during the
Visit
Medications administered during the
Visit
Provider Name and Office Contact
Information
Reason for Visit
Recommended Patient Decision Aids
Referrals to other Providers
Consolidated CDA Template
Instructions Section
General Header
Plan of Care Section
Plan of Care Section
Plan of Care Section
Immunizations (entries required) Section
Medications (entries required) Section
Medications Administered Section
General Header
Reason for Visit and/or Chief Complaint Section(s)
Instructions Section
Plan of Care Section
Complete List of MU2 Data Requirements
MU Data Requirement
Care plan field(s), including goals and
instructions
Care team member(s)
Clinical Instructions
Cognitive Status
Date and Location of Visit
Consolidated CDA Template
Plan of Care Section
General Header
Instructions Section
Functional Status Section
General Header
Date of Birth
Dates and Location of Admission and
Discharge- Inpatient Only
Diagnostic Tests Pending
Discharge Instructions- Inpatient Only
Ethnicity
Functional Status
Future Appointments
Future Scheduled Tests
Immunizations
Immunizations Administered during the
Visit
Laboratory test(s)
Laboratory value(s)/result(s)
Medication Allergies
Medication List
Medications Administered during the
Visit
Patient Name
Preferred language
Problems
Procedures
Provider Name and Office Contact
Information
Race
Reason for Hospitalization- Inpatient
Only
Reason for Referral- Ambulatory Only
Reason for Visit
Recommended Patient Decision Aids
Referrals to other Providers
Sex
Smoking Status
Vital signs – height, weight, blood
pressure, BMI
General Header
General Header
Plan of Care Section
Plan of Care Activity Observation Entry
Hospital Discharge Instructions Section
General Header
Functional Status Section
Plan of Care Section
Plan of Care Section
Immunizations (entries required) Section
Immunizations (entries required) Section
Plan of Care Section
Plan of Care Activity Observation Entry
Results (entries required) Section
Allergies (entries required) Section
Medications (entries required) Section
Hospital Discharge Medications Section
Medications (entries required) Section
Hospital Discharge Medications Section
Medications Administered Section
General Header
General Header
Problem Section
Procedures (entries required) Section
General Header
General Header
Reason for Visit and/or Chief Complaint Section(s)
Reason for Referral Section
Reason for Visit and/or Chief Complaint Section(s)
Instructions Section
Plan of Care Section
General Header
Social History Section
Smoking Status Observation Entry
Vital Signs Section