How do I Create a CCD and Send it to Another Doctor?

This is a three step process.

  1. Create a referral order in the patient Exam.
  2. Create the CCD from the referral order.
  3. Send the CCD from the referral order.

1. Add an order for a referral from the orders section of the Exam. Click the plus sign '+' to add

Add an order for a referral from the orders section of the Exam. Click the plus sign '+' to add

2. Select Referral

Select Referral

3. Click Create / Open CCD

Click Create / Open CCD

4. Scroll down and click Global Import button

Note: You can edit what you want to include in the clinical summary once the information is imported.

Scroll down and click Global Import button

5. After reviewing the information and making updates as needed, click Done

After reviewing the information and making updates as needed, click Done

6. Enter the Referral Type and the Provider

NOTE: These are not free text fields. Use the magnify glass to search for all entries

Enter the Referral Type and the Provider

6.1. Clicking the magnify glass for the To: field opens the Send To window.

Add Contact to search for Provider with a secure email address or Add a New Contact from a blank form

Clicking the magnify glass for the To: field opens the Send To window.

7. Complete any additional information on the referral Order form  > click Send

This will send and save the CCD

Complete any additional information on the referral Order form  > click Send

8. A copy of the CCD sent can be found under the Documents tab > Outgoing CCD of the EHR

A copy of the CCD sent can be found under the Documents tab > Outgoing CCD of the EHR

9. To verify the CCD was sent, click Message Center

To verify the CCD was sent, click Message Center

10. Click Sent Items

Click Sent Items

11. The message will be at the top of the list

The message will be at the top of the list