Import and Merge Data for C-CDA Files for Individual Patients

You can import a C-CDA file to a patient's chart.  Once uploaded, you can reconcile their medications, problems, and allergies. 

1. Go to the patient's chart and select the Clinical Dashboard.

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2. Scroll down the Import Structured Clinical Record section. Click Choose File and select the file you would like to import. Click Preview File to continue.

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3. Selecting Finalize File will import the file and you can reconcile data in the patient chart. You can also reconcile the data now by clicking Finalize & Start Reconciliation. We will look at finalizing the data and reconciling it later in the chart in this article.

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4. Once the data is imported, you can go to the Problems, Medications, and Allergies sections of the patient's chart to merge the data to their chart. Select Continue Reconciliation to continue.

Problems

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Medications

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Allergies

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5. After clicking Continue Reconciliation, you will be taken to the Clinical Dashboard. Select Continue Reconciliation.

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6. You can then reconcile the problems individually by checking the box (Reconcile_Check_Mark_.png) next to the problem or you can select all of the problems by checking the box at the top of the column. At any point, you can select Back to Clinical Dashboard to return to the patient's clinical dashboard.

Click Confirm to import the selected problems. Clicking Preview Finalized Problems allows you to see a complete list of the patient's problems with both previous and newly added problems.

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On the Preview page, you can see the finalized problem list. You can always click Go Back to return and add or remove problems. If it is satisfactory, click Confirm. Preview_Finalized_Problems.png

Once complete, you will see a success message in the top right-hand corner. You will also see who added the problems to the patient's list in the Edited by column.

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In order to complete the complete reconciliation, you will need to follow the same process for allergies and medications.

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If you need to return to the reconciliation later, you can exit the process. Just return to the clinical dashboard and select Continue Reconciliation.

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Once the problems, medications, and allergies have all been finalized, you're all set.

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