You can import a CCD (Continuity of Care Document), CCR (Continuity of Care Record) , or C-CDA (Consolidated-Clinical Document Architecture) file that you have obtained from another healthcare professional to view health information for a patient being referred to your practice. The CCD, CCR, and C-CDA files contain a summary of a patient's clinical information from his or her most recent visit, laboratory test results, problems, allergies, and medications.
Note: Accessing a patient's health exchange requires the "Patient Health Exchange, Open" security right.
To import a patient's health information
With a patient selected in Family File, Chart, or Ledger, do one of the following:
Click the Patient Health Exchange button 
on the toolbar.
On the File menu, click Patient Health Exchange.
If applicable, do one of the following:
If the Patient Health Exchange, Open dialog box appears, user verification has been assigned to the "Patient Health Exchange, Open" task. Do one of the following:
If your user account has been granted the "Patient Health Exchange, Open" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patient Health Exchange, Open" security right, have a user with permission temporarily override this restriction so you can access a patient's health exchange this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patient Health Exchange, Open" security right. To have a user with permission temporarily override this restriction so you can access a patient's health exchange this one time, do the following:
On the message, click Yes.
In the Patient Health Exchange, Open dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Patient Health Exchange dialog box appears. The Import/Received tab is selected by default.
To select a CCD, CCR, or C-CDA file (an .xml file that is computer readable), do the following:
Next to Select XML Data File, click Browse.
The Open dialog box appears.
Browse to the location of the file that you want to import.
Select the correct .xml file.
Click Open.
If this option is available, to select the .html file (a file that is human readable) that is associated with the selected CCD, CCR, or C-CDA file, do the following:
Next to Select Accompanying HTML, click Browse.
The Open dialog box appears.
Browse to the location of the file that you want to import.
Select the correct .html file.
Click Open.
To select an inbound referral to associate with the import, do the following:
Click the Related Referral search button 
.
Note: Accessing a patient's referrals requires the "Patient Referral, Open" security right.
The Select Referral Acts dialog box appears.
If the correct referral does not appear in the list, to add a referral, click New. The Patient Referrals dialog box appears so you can manage the patient's referrals. When you are finished adding a referral, return to the Select Referral Acts dialog box.
In the list, select the correct referral.
Click OK.
In the Note box, enter any notes that you want to attach to the import. Notes are only for your reference and are not included in the text of the file.
Click Import.
On the message that appears when the import is complete, click OK.
An entry for the import now appears in the History list.
Do any of the following as needed:
Unlink a C-CDA document from the patient's record.
To update patient information in Dentrix Enterprise with any of the data in an imported file, do the following:
Select an entry in the History list, and then click Update Patient Info.
Note: This button is available only if the selected entry's Source is "Local."
The Comparison dialog box appears.
Reconcile data on the document with data that is already in the patient's record in Dentrix Enterprise. You can select tabs or click Previous or Next to navigate between tabs. Depending on the C-CDA document, all or some of the following tabs may be available:
Problems:
Data from Document - The list displays the problems on the document that you can add to the patient’s record. For each problem, select Add To Patient or Do Not Add from the Action list to specify whether you want to add or not add the problem to the patient’s record.
Data in Dentrix Enterprise - The list displays the problems that already exist in the patient’s record. For each problem, select Keep, Update, Inactivate, or Remove from the Action list. Data that is removed from Dentrix Enterprise will be available only in an audit trail report.
Medications:
Data from Document - The list displays the medications on the document that you can add to the patient’s record. For each medication, select Add To Patient or Do Not Add from the Action list to specify whether you want to add or not add the medication to the patient’s record.
Data in Dentrix Enterprise - The list displays the medications that already exist in the patient’s record. For each mediation, select Keep, Update, Inactivate, or Remove from the Action list. Data that is removed from Dentrix Enterprise will be available only in an audit trail report.
Allergies:
Data from Document - The list displays the allergies on the document that you can add to the patient’s record. For each allergy, select Add To Patient or Do Not Add from the Action list to specify whether you want to add or not add the allergy to the patient’s record.
Data in Dentrix Enterprise - The list displays the allergies that already exist in the patient’s record. For each allergy, select Keep, Update, Inactivate, or Remove from the Action list. Data that is removed from Dentrix Enterprise will be available only in an audit trail report.
Procedures:
Data from Document - The list displays the completed procedures on the document that you can add to the patient’s record. For each procedure, select Add To Patient or Do Not Add from the Action list to specify whether you want to add or not add the procedure to the patient’s record.
Data in Dentrix Enterprise - The list displays the completed procedures that already exist in the patient’s record. For each procedure, select Keep, Update, Inactivate, or Remove from the Action list. Data that is removed from Dentrix Enterprise will be available only in an audit trail report.
Tx Plans:
Data from Document - The list displays the treatment-planned procedures on the document that you can add to the patient’s record. For each procedure, select Add To Patient or Do Not Add from the Action list to specify whether you want to add or not add the procedure to the patient’s record.
Data in Dentrix Enterprise - The list displays the treatment-planned procedures that already exist in the patient’s record. For each procedure, select Keep, Update, Inactivate, or Remove from the Action list. Data that is removed from Dentrix Enterprise will be available only in an audit trail report.
Dental Conditions:
Data from Document - The list displays the dental conditions on the document that you can add to the patient’s record. For each condition, select Add To Patient or Do Not Add from the Action list to specify whether you want to add or not add the condition to the patient’s record.
Data in Dentrix Enterprise - The list displays the dental conditions that already exist in the patient’s record. For each condition, select Keep, Update, Inactivate, or Remove from the Action list. Data that is removed from Dentrix Enterprise will be available only in an audit trail report.
To preview all the resulting changes to the problems, medications, allergies, completed procedures, treatment-planned procedures, and dental conditions (based on your selections on each tab), click Preview Consolidated List. The Consolidated List dialog box appears. When you are finished previewing the list, click OK to close the dialog box.
Click Finish.
A confirmation message appears.
Click Yes to make the changes to the patient's record.
A summary of the reconciliation appears.
Click OK.
Note: In the Patient Health Exchange dialog box, the File Status of the imported document is now "Incorporated."
To view the contents of an imported file, select an entry in the History list, and then click View. The C-CDA Document dialog box appears. When you are finished viewing the document, close the dialog box.
You can specify which sections are visible and in what order they appear. Do the following:
Click the View Settings icon 
.
The C-CDA Document - View Settings dialog box appears.
To hide a section, select it in the Selected list, and then click the Move to Left button 
.
To show a section that you have hidden previously, select it in the Available list, and then click the Move to Right button 
.
To change the display order of the sections on documents, select a section in the Selected list, and then click the Move Up button 
or Move Down button 
as needed to move the section to the desired position. Repeat this as needed to move other sections.
Click Save.
Note: The specified view settings are saved for all C-CDA documents that you view from now on.
To remove an imported file from the list (not delete the original file), select an entry in the History list, and then click Delete. On the confirmation message that appears, click Yes. On the message that appears when the deletion is successful, click OK.