<< Click to Display Table of Contents >> Navigation:  Reconciling Clinical Information > Importing a CCDA

A CCDA can be imported from the following locations:

 

•Charts > Select Patient > Health Information Resource

•Charts > Import from Inbox

 

Importing a CCDA from Health Information Resource

 

1.From Health Information Resource, select Import from Inbox. The system will display any CCDA sent in a direct message where to patient's name, gender, and date of birth match. If no matches exist, select View Document Queue – All, to view all messages and documents that have been sent.

2.Once the appropriate patient document is located, double-click on the message in the document list to view the CCDA.

3.To import the CCDA, select Import.

 

Importing a CCDA from Import from Inbox

 

1.From Import from Inbox, select the Select Patient magnifying glass to look up the patient and visit.

2.The system will display any CCDA sent in a direct message where to patient's name, gender, and date of birth match. If no matches exist, select View Document Queue – All, to view all messages and documents that have been sent.

3.Once the appropriate patient document is located, double-click on the message in the document list to view the CCDA.

4.To import the CCDA, select Import.

 

Importing a CCDA via an HIE or CommonWell Query

 

1.From Health Information Resource, double-click on the HIE or CommonWell. The system will automatically query the HIE or CommonWell for any CCDA documents for the previous three months.

2.If a document is returned, it will be available to View and Import.