Unlinking patient health information

You can unlink a C-CDA (Consolidated-Clinical Document Architecture) file that is attached to a patient's record (for instance, if it is attached to the wrong patient and needs to be attached to the correct patient).

Notes:

You can unlink a C-CDA document only if it was received as an attachment on a DIRECT message from a healthcare professional.

Accessing a patient's health exchange requires the "Patient Health Exchange, Open" security right.

To unlink 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.

In the History list, select a C-CDA file with "Message" in the Source column.

Click Unlink from Patient.

Note: This button is available only if the selected entry's Source is "Message."

A confirmation message appears.

Click Yes.