Reconcile Clinical Data with RecordSync

Consolidated clinical document architecture (C-CDA) reconciliation matches information from a C-CDA file with a patient's electronic health record. This process can automatically start to reconcile problems, medications, and allergies, and merge this data with the patient chart.

1. Once a CCD has been successfully imported, the reconciliation process automatically begins. If the process doesn't start, select Reconcile. You can also select Reconcile when you view an imported CCD.

The page to preview the clinical document opens.

2. Do one of the following:
   • To import the document to the patient chart and reconcile the clinical data later, select Finalize File. See Continue reconciliation. 
   • To reconcile the clinical data now, select Finalize & Start Reconciliation. See Finalize and start reconciliation.

Finalize and start reconciliation

You can begin the reconciliation process by finalizing which problem, allergy, and medication data to merge into the patient chart. The problems, allergies, and medications in the C-CDA file appear below those currently in the patient chart.

1. Select the checkboxes for the problems you want to add to the patient chart. 
2. (Optional) Select Preview Finalized Problems to view the patient's problem list, which includes existing and newly added problems.
3. Select Confirm to import the selected problems to the patient chart. You can also select Confirm from the Preview Finalized Problem List page.

A success message appears confirming you have finalized reconciliation. All patient data has been successfully merged into the patient chart.

Continue reconciliation

1. On the Clinical Dashboard, select Continue Reconciliation.

The problems, allergies, and medications in the C-CDA file appear below the problems, allergies, and medications currently in the patient chart.  

2. Continue with step 1 in the finalize and start reconciliation procedure.