You can upload an exported C-CDA (Consolidated-Clinical Document Architecture) file to Patient Portal for a patient to view online (the online storage and hosting service is provided by a third-party, Updox). The C-CDA file contains a summary of a patient's clinical information from the following: the most recent visit, laboratory test results, medical alerts/problems, and medications.
Note: Accessing a patient's health exchange requires the "Patient Health Exchange, Open" security right.
To upload 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.
Select the Send to Portal tab.
Under Document Type to Export, to specify which type of document to upload, select one of the following options: Patient Summary (PS) or Clinical Summary (CS).
In the Note box, enter any notes that you want to attach to the upload. Notes are only for your reference and are not transmitted to the patient’s portal on the Updox website.
Click Send.
Do one of the following:
If you are uploading a patient summary, a message appears when the upload is complete. Click OK.
If you are uploading a clinical summary, the Clinical Summary Options dialog box appears.
Do the following:
To specify the date of the visit that you want to upload information for, do one of the following:
Enter a date (in a m/d/yyyy format) in the box.
To select a date, do the following:
Click the corresponding calendar icon to view a month calendar.
Navigate to the correct month using the left and right arrows.
Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.
Click the correct day.
Under Select Items to Include, to specify what information you want to include in the summary, do any of the following as needed:
In the list, click a selected item to deselect it. Information that corresponds to the deselected item will not be included.
In the list, click a deselected item to select it. Information that corresponds to the selected item will be included.
Note: To quickly select all items, click Select All. To quickly deselect all items, click Clear All.
To save your selections in the list for the next time you access this dialog box, click Save As Default.
Click Generate.
On the message that appears when the upload is complete, click OK.
An entry for the upload now appears in the History list.
To view the contents of an uploaded 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.