Before turning on RecordSync for your practice, be aware that participation in this health information exchange (HIE) service requires explicit patient consent. To ensure compliance with federal and state privacy regulations, your practice must include specific language in your patient consent forms authorizing participation in an HIE. Failure to update your consent documentation accordingly may result in noncompliance and prevent the successful use of RecordSync. We strongly recommend reviewing your current consent process with your legal or compliance team before activating RecordSync.
- In the Patient Header, select More actions (three dots)
and then select RecordSync.
and then select RecordSync.
The RecordSync & Consent side panel opens. Once you turn on consent, RecordSync starts gathering patient information, which may take several minutes. While the search is in progress, you can close the side panel and continue working on other tasks. A message appears in the lower left corner once the process is complete.
- Turn the Record Locator & Exchange Consent toggle switch on.
If this is your first time using RecordSync, the "Adding Your Organization" message appears. When the search is successful, the results appear in the Record List.
Perform all actions within the side panel. Select a breadcrumb link (top left corner) to go to a previous side panel.
RecordSync & Consent actions
You can perform the following actions on the RecordSync & Consent side panel:
- Turn on or off RecordSync consent
- Manually refresh the Record List
- View the Record List
Record List
- The Record List side panel has multiple filters, search, and sort options.
- Once records are queried, they are stored for 30 days.
- A new query is automatically triggered after 30 days or upon manual refresh (select Refresh Records).
Record List actions
| Task | Action |
|---|---|
| Open the Sharing History side panel to view a history of the document requests made for your patient. | Select Sharing History. |
| Open the document from within the Sharing History side panel. | Select View Document. |
| Manually refresh the Record List page. | Select Refresh Records. |
| Open the document. | Select View Document  . |
| Import a document. | Select Import Document  . |
| Import a document from within the document. | Select . |
| Reconcile a document. | Select Reconcile. |
View requested records in Sharing History
Open the Sharing History side panel to view a history of all previously requested records for your patient, including the requester and each transaction date. The side panel also shows documents previously retrieved from external practices for continuity of care.
You can view the shared/retrieved document by selecting View Document.
Document statuses
| Status | Description |
|---|---|
| Available | The document hasn't been retrieved from the external organization. |
| Error | The document has an issue |
| Importing | Actively importing the document to start the reconciliation process. |
| Imported | The document is waiting in the reconciliation queue. If it's not a CCD, it has been imported into the patient's chart in Documents.
Select Reconcile to continue the reconciliation process. |
| Retrieving | Actively retrieving the document from the external organization. |
| Retrieved | The document has been retrieved and is available to view, download, or import. |
| Reconciled | The CCD document data elements have been reconciled into the patient chart. |
Imported clinical documents
Imported clinical documents are uploaded to the patient chart (Documents > Uploaded Documents).
