This page will explain how to generate a CCDA, or clinical summary of care, for your patient, as well as send this information electronically to a patient.

What is a CCDA?

A CCDA is a Continuity of Care Document -in other words, an electronic document used to transmit patient data. CCDAs are typically in an .xml file format.

A CCDA is primarily required for the Promoting Interoperability performance category, but can also be used to provide patients with a copy of their health information or provide other physicians with this same information.

Generating a CCDA (Patient Encounter)

To generate a CCDA from the patient's encounter, complete the Visit Note and sign the encounter.

Once the Sign and Close button is clicked a pop up will be displayed. On this pop up the option to make the Visit not and/or CCDA available for the patient will appear. You can choose to make both available, make one available, or make neither available. You will also have the option to remember your selection.

Please note: if you select not to upload either the Visit Note or the CCDA you will be required to provide a reason.

After making your selection the Visit Note and or CCDA will be available to the patient and an email will be sent to the patient's email address. If the patient does not have an email address associated with their account a pop up will appear asking if you would like to update the patient's email. If the email is updated the CCDA and/or Visit Note will be sent to the patient portal. If no email is updated no information will be uploaded to the patient portal and you will receive a pop up indicating the patient does not have an email associated with their account.

Updating CCDA/Visit note preferences

CCDA and Visit note preferences can be updated at any time by navigating to the patients demographics under the Other category

• Make CCDA Viewable by Default - When set to true the patients CCDA will be viewable by default for new encounters.
• Make Visit Note Viewable by Default - When set to true the patients Visit Note will be viewable by default for new encounters.

Updating CCDA/Visit note viewability (after the note has been signed)

Once the visit note has been signed the CCSDA and Visit note can be made viewable or hidden from the patient portal within the patient encounter.

• Visit note - When the button is Red clicking the button will hide the Visit Note from the patient. When the button is Green clicking the button will make the Visit note visible for the patient.
• CCDA - When the button is Red clicking the button will hide the CCDA from the patient. When the button is Green clicking the button will make the CCDA visible for the patient.