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Sections within the Patient Medical Summary may be edited to exclude individual records of a section. Selecting Exclusions Edit option will launch the Patient Medical Summaries - Exclusions Edits screen.  Each record within the section will display and the user may choose which records to exclude from the section. This is a multi-select screen allowing more than one record to be chosen at a time.

 

 

Select Patient Account > Health Information Resource > Patient Medical Summaries > Patient Summary 2.1.2 > Edit Exclusions

 

Patient Medical Summaries - Edit Exclusion

 

 

The Edit screen will display two columns. The first column displays the section type and each record for that section. The second column will display  a record's name, date, if excluded from the CCDA or Portal/Api and the reason. An 'X" will display within the CCDA and Portal/Api column if the record is set to not display.

 

When a record is selected the following Exclude From options will display:

 

•CCDA: Select this option to set the exclusion to be excluded from the CCDA. This option is not available when Clinical Notes is selected. 

•Patient (Portal/API): Select this option to set the exclusion to be excluded from the Portal/any API.

•Exclusion Reason: Allows the entry of an exclusion reason.