How do I Create a CCD and Send it to Another Doctor?
This is a three step process.
- Create a referral order in the patient Exam.
- Create the CCD from the referral order.
- Send the CCD from the referral order.
2. Select Referral

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.
6. Enter the Referral Type and the Provider
NOTE: These are not free text fields. Use the magnify glass to search for all entries
7. Complete any additional information on the referral Order form > click Send
This will send and save the CCD
9. To verify the CCD was sent, click Message Center

10. Click Sent Items
