We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Create an On-Demand CDA

Overview

On-Demand CDAs can be created and exported for a single patient from:

The CDA can be sent using Direct Messaging, or it can be saved to a local export location and Document Management simultaneously. In order to create a CDA, the logged-in user must be added as a user to the OP Patient Portal, powered by InteliChart.

Note: As you work through the steps below, you may encounter a message stating the CDA file is not available. Click here for more information.

On-Demand CDA From a Finalized Patient Encounter or Well Visit Note

Create the CDA

  1. Navigate to the patient's chart: Clinical, Billing, or Practice Management tab > Patient Chart button > search for and select the patient.
  2. Click Encounters or Well Visits.
  3. Select a finalized Encounter or Well Visit note from the list.
  4. Click the Open Note button. The Encounter Summary Sheet is displayed.
  5. Click the CDA button. This button is grayed out if the Visit Note is not finalized.  
  6. Continue to Save or Send the CDA (below).

Save the CDA

In order to save a CDA, the logged in user must have permission Admin_CDA_Export_Single. 

  1. In the Confirm window, click the Save button. The Select Folder for CDA Export window opens to the default file location to save the CDA locally. It is recommended to save the file to a folder with the best level of security available to safeguard patient Protected Health Information (PHI). A copy of the CDA will also be saved in Document Management under the Image Category : CDA (MU clients only)

Send the CDA

In order to send a CDA, the logged in user must have a secure Direct Messaging email address.

  1. In the Confirm window, click the Send button. The Message window opens with the subject, message, and attachment populated. A file can be removed by clicking the X in the Drop column.
  2. Complete the To: field:
    1. Click the Address Book buttonto open the Choose Recipients window. Direct Message recipients are display with the Direct Recipient icon  to the left of their name.  
    2. Select the checkbox in the Send column for the intended recipient.
    3. Click the OK button.
  3. Add additional information to the Message field, if necessary.
  4. Click the Send button. The Direct Message with attachment is sent to the external recipient.

On-Demand CDA From Medical Records 

Path: Clinical tab > Medical Records button
Path: Clinical, Practice Management, or Billing tab > Patient Chart > Medical Records
  1. Navigate to and populate the patient's Medical Records following one of the paths above.
  2. From the CDA Type options (MU or OP Patient Portal practices Only), select either CCD (Summary) or Referral Note (Summary with Referral Reason). 
  3. Set the CDA parameters (MU or OP Patient Portal practices Only) using one of the following options:
  • Select the checkbox located in the Print column for one finalized Encounter or Well Visit.
  • Enter a date range. Note, there must be a finalized visit note in the specified date range.
  • Select the All radio button to create a CDA from the patient's earliest visit to the current day.
  1. Click the CDA button.

  1. Continue to Save or Send the CDA (below):

Save the CDA

In order to save a CDA, the logged in user must have permission Admin_CDA_Export_Single. 

  1. In the Confirm window, click the Save button. The Select Folder for CDA Export window opens to the default file location to save the CDA locally. The default file location to save the CDA locally. It is recommended to save the file to a folder with the best level of security available to safeguard patient Protected Health Information (PHI). A copy of the CDA will also be saved in Document Management under one of the following Image Categories cased on the CDA Type:
  • CDA Type: CCD saves to Image Category :CDA.
  • CDA Type: Referral Notes saves to Image Category :Referral Letter.

Send the CDA

In order to send a CDA, the logged in user must have a secure Direct Messaging email address. When sending a CDA, the CDA is also saved in Document Management with the Image Category :Referral Letter.

  1. In the Confirm window, click the Send button. The Message window opens with the subject, message, and attachment populated. A file can be removed by clicking the X in the Drop column.
  2. Complete the To: field:
    1. Click the Address Book button to open the Choose Recipients window. Direct Message recipients are display with the Direct Recipient icon  to the left of their name.  
    2. Select the checkbox in the Send column for the intended recipient.
    3. Click the OK button.
  3. Add additional information to the Message field, if necessary.
  4. Click the Send button. The Direct Message with attachment is sent to the external recipient.