View

The Patient Medical Summaries - CCDA allows the documentation to be submitted to the provider or HIE. The documentation may also be printed or copied to portable media.

Select Patient Account > Health Information Resource > Patient Medical Summaries > Patient Summary 2.1.2 > View

The screen displays the facility name and the date the CCDA was created. Pulls from the Physician table for physicians. Pulls the provider organization address from the 999999 Physician table for nurses.

The following options are available from the task bar:

•Submit to Provider: Allows direct messaging of a single Patient Medical Summary. Please see Submit to Provider for more information.

•Submit to HIE (Health Information Exchange): Allows a single Patient Medical Summary to be transmitted. Please see Submit to HIE for more information.

•Copy to Portable Media: The media may be given to a patient electronically by selecting Portable Media. At this point, select CD Drive or insert a flash drive to copy media. The steps to download data to a CD are dependent on the type of operating system.

•Print: Once the desired documents are selected, they may be printed. Select a print option.

•View Errors: Provides a display of any errors, warnings and information regarding the transmission of Patient Medical Summaries for Model-Driven Health Tools (MDHT) Conformance and Office of the National Coordinator for Health Information Technology (ONC) Conformance. Transmission Errors will be the default display, but radio buttons for Errors, Warnings and Info allow the user to view another selected group. If no information is returned for a specific section, the screen should display one of the following: "No Errors", "No Warnings", or "No Info".

•View XML: Creates an XML version of the document for review.

•View HTML: Allows the CCDA to display in the HTML view instead of displaying it in the Viewer. When selected and the HTML view is displayed the option then displays as View CDA Viewer. When View CDA Viewer is selected, the CCDA is then displayed in the Viewer. All export options will remain the same whether the CCDA is displayed in the Viewer or the HTML view.

NOTE: The default display for the CCDA is the Viewer. This may be changed so that the HTML view is the default by selecting the Use CCDA HTML View check box within the Department Tables in Table Maintenance. Please see the Table Maintenance - Control User Guide for additional information.

NOTE: If the following actions are taken on an edited Patient Medical Summary, an entry will display in Electronic File Management: Submit to Provider, Submit to HIE, Copy to Portable Media, and Print.

The following patient information will display:

•Name: Pulls the First, Middle and Last Name from the Patient tab on the Registration and ADT screen. The Suffix will pull when added to the Suffix field in the patient's Additional Information in Additional Demographics.

•Sex: Pulls the patient's gender from the Patient tab on the Registration and ADT screen

•Date of Birth: Pulls the patient's date of birth from the Patient tab on the Registration and ADT screen

•Admission Date/Time and Discharge Date/Time: Pulls the admit date/time and discharge date/time from the Stay tab on the Registration and ADT screen or AR Hospital - Visit Screen for TruBridge Provider EHR.

The Contact Information, Patient Demographics and Care Team may be selected to display additional patient information. Please see Patient Demographics and Care Team for more information. Once reviewed, select the option again to hide the information panel.

To view all sections of the document, use the scroll bar on the right side of the screen. To return to the top of the document, select the Back To Top option on each individual section. Selecting the name of any section from the left side navigation panel will jump directly to that section. Users may also choose the order in which sections display in the CCDA Viewer. To change the order of the sections, the user will select the section from the table of contents and drag it up or down to the desired location.

Sections may also be removed or minimized. To Minimize a section, select the minus sign on the desired section. To display the minimized section again, select the plus sign. To Remove a section, select the 'X' icon on the desired section. Removed sections will display a grey check mark in the navigation menu on the left. To add a section back, select the grey check mark next to the section name. The check mark will then display green, this is the default setting for a section.

Any changes are temporary and the standard defaults will be applied each time a new document is generated, unless the changes are saved to a Preference. Please see Preferences for additional information. Also be aware that any changes made to the document view are not saved on documents printed, copied to Portable Media, submitted to HIE, nor Submitted to Provider. Users must still edit and save documents, via the Edit Exclusions option on the previous screen.