Version 20.16

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Add CDA Export

Path: Admin tab > CDA Export button > New button
Path: Practice Management tab > Demographic Analysis/Recall > Create Patient List > Export CDA button

The Add CDA Export window is where users can create Recurring or One-time CDA Exports. The available fields in the window are determined by the Job Type selected by the user. When creating a CDA Export from the Demographic Analysis/Recall, users are only able to create a One-time job.

Add CDA Export Map

Job Type: Recurring				Job Type: One-time
Number	Section	Description		Number	Section	Description
1	Recurring radio button	This Job Type exports CDAs for a list of patients for a recurring date and time in the CDA Export window.		1	One-time radio button	This Job Type exports CDAs for a list of patients on the specified date and time in the CDA Export window or the Demographics Analysis and Recall window.
2	Name and Description	The CDA Name and Description fields are required and should be used to easily identify the job.		2	Name and Description	The CDA Name and Description fields are required and should be used to easily identify the job.
3	Recurring fields	Export Encounter From Last: the number of days, weeks, months, or years for which Encounters should be exported. Export Frequency: Use the ellipsis to access CronMaker to establish export frequency. Job End Date: Enter the date the job should end.		3	One-time fields	Encount Start Date: the start date for the Encounter date range. Encount End Date: The end date for the Encounter date range. Export Date / Time: The date and time the export should occur.
4	Function buttons	Save: Saves the Job details and closes the Add CDA Export window. Cancel: Closes the Add CDA Export window without saving the Job details.		4	Function buttons	Save: Saves the Job details and closes the Add CDA Export window. Cancel: Closes the Add CDA Export window without saving the Job details.

Version 20.15

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About CDA Export

Path: Admin tab > CDA Export button > New button
Path: Practice Management tab > Demographic Analysis/Recall > Create Patient List > Export CDA button

The Add CDA Export window is where users can create recurring or one-time CDA exports. The available fields in the window are determined by the selections made by the user. The options when creating a recurring job are different than those for a one-time job. When creating a CDA Export from the Demographic Analysis/Recall, users will not be able to choose the job type in this window.

Add CDA Export Map

Job Type: Recurring				Job Type: One-time
Number	Section	Description		Number	Section	Description
1	Recurring radio button	This job exports CDAs (or C-CDAs) for a list of patients for a recurring date and time in the CDA Export window.		1	One-time radio button	This jobs exports CDAs (or C-CDAs) for a list of patients on the specified date and time in the CDA Export window or the Demographics Analysis and Recall window.
2	Name and Description	The CDA Name and Description fields are available with the selection of either job type radio button. A name and description should be added to easily identify the job.		2	Name and Description	The CDA Name and Description fields are available with the selection of either job type radio button. A name and description should be added to easily identify the job.
3	Recurring fields	The following fields are available when creating a recurring export job: Export Encounter From Last: Enter the number of days, weeks, months, or years. Export To: Select from the Document Management or Local Folder radio buttons. Export Location (when Local Folder is selected): Enter the location for the local folder export. Export Frequency: Use the ellipsis to access CronMaker to establish export frequency. Job End Date: Enter the date the job should end. Job Status: Select the Active checkbox to complete the scheduling of the recurring exports, or select the Inactive checkbox to come back later and make the job Active.		3	One-time fields	The following fields are available when creating a one-time export job: Encount Start Date: Enter the start date for the encounter date range. Encount End Date: Enter the end date for the encounter date range. Export Date / Time: Enter the date and time the export should occur. Export To: Select from the Document Management or Local Folder radio buttons. Export Location (when Local Folder is selected): Enter the location for the local folder export. Job Status: Select the Active checkbox to complete the scheduling of the recurring exports, or select the Inactive checkbox to come back later and make the job Active.
4	Function buttons	Save: Saves the job details and closes the Add CDA Export window. Cancel: Closes the Add CDA Export window without saving the job details.		4	Function buttons	Save: Saves the job details and closes the Add CDA Export window. Cancel: Closes the Add CDA Export window without saving the job details.