Generating a CCDA

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 Advancing Care Information or Meaningful Use, but can also be used to provide patient's with a copy of their health information or provide other physicians with this same information.

Generating a CCDA

To generate a CCDA, from the patient's chart click on the Patient Engagement button. CCDAs are typically tied to a particular date of service, so you must first select the visit date from the visit date drop-down menu at the top of the screen. Next, select the Clinical Summary template you would like to use from the Template drop-down menu and click Select. This will generate the patient summary of care in the print preview portion of the screen.

Upon generating the CCDA, a series of web links will populate at the bottom of the document: these are links to the MedLine Plus website, where patient education based on the patient's current medications, allergies and diagnoses can be previewed and printed. This information will also be sent electronically to patients upon sending the CCDA to HealthVault, successfully completing the requirement for providing patient education.

Sending a CCDA Electronically

To send a CCDA to a patient electronically, click the Actions button then click Send to HealthVault from the dropdown menu.

If the patient has an email address or a direct email address entered, the message will be sent. However, if the patient does not have an email entered, you will receive the following error:

ERROR: The patient does not have an email or direct email associated. At least one of these is required to proceed.

Email address and direct email address are entered on the patient's Demographics.

The patient will receive this .xml file to their HealthVault account, where they can review, download and respond to the receive message.

Advancing Care Information

When a patient qualifies for the Provide Patient Access objective of Advancing Care Information, the Patient Engagement icon on the chart will be bordered in a red outline. Once a CCDA has been generated, the red outline will be removed until the patient once again qualifies for the objective.

There are two Advancing Care Information measures that can be fulfilled by sending an electronic CCDA: Provide Patient Access and Patient Specific Education. In addition, there is another Advancing Care Information measure that can be fulfilled when the patient receives and views the electronic CCDA: View, Download or Transmit (VDT).

Provide Patient Access

This measure is part of the base measures for Advancing Care Information. It is described as:

Provide Patient Access
Measure: At least one patient seen by the MIPS eligible clinician during the performance period is provided timely access to view online, download, and transmit to a third party their health information subject to the MIPS eligible clinician’s discretion to withhold certain information.
Required for Base Score (50%): Yes
Percentage of Performance Score (up to 90%): Up to 20%
Eligible for Bonus Score: No

View, Download or Transmit (VDT)

This measure is part of the performance measures for Advancing Care Information. It is described as:

View, Download or Transmit
Measure: At least one patient seen by the MIPS eligible clinician during the performance period (or patient-authorized representative) views, downloads or transmits their health information to a third party during the performance period.
Required for Base Score (50%): No
Percentage of Performance Score (up to 90%): Up to 10%
Eligible for Bonus Score: No

Patient Specific Education

This measure is part of the performance measures for Advancing Care Information. It is described as:

Patient Specific Education
Measure: The MIPS eligible clinician must use clinically relevant information from CEHRT to identify patient-specific educational resources and provide access to those materials to at least one unique patient seen by the MIPS eligible clinician.
Required for Base Score (50%): No
Percentage of Performance Score (up to 90%): Up to 10%
Eligible for Bonus Score: No

Steps in TRAKnet 3.0

Note: The below steps pertain to Provide Patient Access and Patient Specific Education.

  1. Search for a patient.
  2. Open the patient's chart.
  3. Click Patient Engagement on the bottom right-hand corner.
  4. Select the visit this is for (note: must be done within 4 business days of the visit).
  5. Select the Clinical Summary Template.
  6. Click Actions > Send to HealthVault(note: the patient must have an email address entered in their demographics).

Training Video

See below for more information on these measures of ACI:

(ARCHIVED) Meaningful Use

Providing patient's timely access to their healthcare information is a measure of the 2015 Meaningful Use criteria.

Objective #8

Patient Electronic Access
Stage 2
Measure 1: More than 50 percent of all unique patients seen by the EP during the EHR reporting period are provided timely access to view online, download, and transmit to a third party their health information subject to the EP's discretion to withhold certain information.
Measure 2: For an EHR reporting period in 2015, at least one patient seen by the EP during the EHR reporting period (or patient-authorized representative) views, downloads or transmits to a third party his or her health information during the EHR reporting period.
Exclusions: Any EP who:

  • Neither orders nor creates any of the information listed for inclusion as part of the measures; or
  • Conducts 50 percent or more of his or her patient encounters in a county that does not have 50 percent or more of its housing units with 4Mbps broadband availability according to the latest information available from the FCC on the first day of the EHR reporting period.
  • Must be completed in four business days from the date of service.

Stage 1
Alternate Exclusion: Providers may claim an exclusion for the SECOND measure (1 person views…) if for an EHR reporting period in 2015 they were scheduled to demonstrate Stage 1, which does not have an equivalent measure.

While the below video directly references the old measure, the steps are still the same for the revised 2015 measures.

Video:

Meaningful Use Webinar for 2015
The below webinar link begins right at Objective 8.

Objective #6

Patient Specific Education
Stage 2
EP Measure: Patient specific education resources identified by CEHRT are provided to patients for more than 10 percent of all unique patients with office visits seen by the EP during the EHR reporting period.
Exclusion: Any EP who has no office visits during the EHR reporting period.

Stage 1
Alternate Exclusion: Provider may claim an exclusion for the measure of the Stage 2 Patient Specific Education objective if for an EHR reporting period in 2015 they were scheduled to demonstrate Stage 1 but did not intend to select the Stage 1 Patient Specific Education menu objective.

Meaningful Use Webinar for 2015
The below webinar link begins right at Objective 6.

Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-NonCommercial-NoDerivs 3.0 License