HOW TO: Clinical EMR -Manage External CCD or CCDA files shares

CCD and CCDA files allow providers and patients to securely share clinical information when care is transferred between different providers or EHR systems.  

This data will display in the patient's chart under "Requiring Action" typically labeled "Patient Summary" and will be available in the Provider's Practice Home queue under "Provider Letters". 

See: Overview: Clinical EMR- CCD and CCDA files

Importing data into the patient chart

From a Patient Summary, you may import:

• Demographics
• Allergies
• Problems
• Immunizations
• Medications

All other data remains available in the Patient Summary for reference.

Notes 

• Viewing a Patient Summary without importing does not merge data into the structured chart
• We do not recommend importing all data into the clinical chart to avoid the risk of duplicated data

Import specific sections- Recommended Workflow

To import only selected data:

• Select the Patient Summary Link
• Select Sign
• Select specific record(s)
  • each category will allow specific selections: 
    • Allergies
    • Demographics
    • Immunizations
    • Medications
    • Problems
• Click Import & Reconcile

Previously imported records cannot be imported again.

Import all sections- Not Recommended

Users may Sign Off or Sign Off and Import all compatible sections at once. Staff users must select the provider they are signing on behalf of. Import will reflect as actioned by the Provider. 

FAQ

Why wasn’t all data imported when I clicked Import All?

Only demographics, allergies, problems, immunizations, and medications can be imported as structured data. All other information remains in the Patient Summary.

Why do I see “No new data to import from this section”?

The data has already been imported into the patient’s chart.

Can I undo Import All?

No. Imported data must be manually removed from the chart if needed.

How do I avoid importing discontinued medications or resolved problems?

Do not use Import All. Instead, select Sign and then select on the next screen only the records desired to import. Anything not imported will live in the report for reference. 

Can a deleted Patient Summary be restored?

Yes. Contact IntusCare Support with your request- include the Patient ID and what information needs to be recovered. Not all deletions are recoverable.