Sending and Receiving Patient Records on the iPad App

If you're sending a CCD to meet MIPS requirements, you must document the referral in the exam prior to finalizing it. You must finalize the exam prior to sending the CCD.

1. Return to the patient’s Clipboard.
2. Tap the finalized visit note.
3. Tap the More action bar icon and tap Send CCDA.

   

   A message window opens.

4. Tap the To field and select or type the first few letters of the name of the provider to whom you’re referring the patient and select the provider from the list.

   

   If you don’t see the provider you’re looking for, you'll need add the provider—and their HISP Address—to your referral contacts. For more information, go to Managing Referral Contacts.

5. Edit the subject as needed.
6. Compose a short message that is relevant to the case.

   

7. Tap Send.

When you receive a secure message containing a CCD file, perform the following steps:

1. Navigate to the Home screen and tap Mail.
2. Select the Direct Mail Inbox.
3. Tap the subject of the message.
4. In the Attachments section, locate the CCD and tap Associate with Patient.
5. The Document Management page opens.
6. Enter the name of the Patient, select the Visit, and ensure the Category displays CCD.
7. Tap Save.

Once you’ve associated the summary of care with an exam, you’ll need to incorporate the medication, medication allergy, and problem list data into the patient’s record:

1. Open the preliminary visit.
2. Open the patient clipboard:
   1. Tap More.
   2. Select Patient Clipboard.
3. Tap Edit.
4. Reconcile any medications:
   1. Tap the Medications tab.
   2. Tap Import.
   3. Select Transition of Care (CCD).
   4. Review the medications.
   5. Tap Select All or tap to select individual medications manually, as needed, and tap Accept.

      OR

      Tap Reject to not incorporate any of the medications into the patient’s record.

      A summary page lists the patient’s current medications and highlights the medications that will be imported from the CCD.

   6. Tap Accept.
   7. Tap Back to exit medications and return to the patient clipboard.
5. Reconcile any medication allergies:
   1. Tap the Allergies tab.
   2. Tap Reconcile.
   3. Select Transitions.
   4. Review the allergies.

      The left side of the screen displays the allergies currently in the patient record. The right side of the screen lists the allergies included in the CCD, including the date recorded, the author, reaction, and severity. You may need to swipe up to see additional allergies.

   5. Tap Select All or tap to select individual allergies manually, as needed, and tap Accept.

      OR

      Tap Reject to not incorporate any of the allergies into the patient’s record.

      A summary page lists the patient’s current allergies and highlights the allergies that will be imported from the CCD.

   6. Tap Accept.
   7. Tap Back to exit allergies and return to the patient clipboard.
6. Reconcile the problem list:
   1. Tap the Problem List tab.
   2. Tap Reconcile.
   3. Select Transitions.
   4. Review the problems.

      The left side of the screen displays the problems currently in the patient record. The right side of the screen lists the problems included in the CCD, including the date recorded and author. You may need to swipe up to see additional problems.

   5. Tap Select All or tap to select individual problems manually, as needed, and tap Accept.

      OR

      Tap Reject to not incorporate any of the problems into the patient’s record.

      A summary page lists the patient’s current problems and highlights the problems that will be imported from the CCD.

   6. Tap Accept.
   7. Tap Done to exit medications and the patient clipboard.

   The reconciliation is now complete. Continue documenting the exam.