Entire EHR vs CCD or summary

[drwaldo]

When we upload the patient chart there is alot of info that will be of no use to the patient. Is there anyway we can upload a summary or CCD vs the entire EHR?​
 My medical clinic out here only uploads a summary of meds, allergies, treatments etc...

Thanks DrW

[erica]

You can upload a partial summary from the ARRA tab, just check off what you would like to upload.


Another way to achieve a more custom summary is to use a custom letter or MS Word document and to install the CrystalPM PDF printer.
Once you have created a letter (or use one from your letter library) you will be able to send it to the patient's file and upload it to the portal from there.
For more information on creating letters please see the post: Creating Letters In Crystal


First, you will want to instal the CrystalPM PDF Printer
File->Print Options->Create CrystalPM PDF Printer.
This will take about 10 or so minutes to install
You will also want to turn on print preview
File->Print Options->Print Preview

You will also want to make sure that you have created a username and password for the desired patient
Patient->Files->Online Portal

While in your medical record, press the "Letter" button
Choose the letter you would like to export from your library
Click "Print"
Choose the Crystal PM Printer from your menu and click "OK"

Once the print preview is displayed, click the printer icon
Give your document a name and click "Add Patient's File"

Now, you can go to the patient's Files section and right click on the document. Select "Upload File to Online Documents"
In the Share Files Online window click "Upload File"

Your patient will now be able to log into their portal and view/save the document in PDF format!

[ecastaff8]

Just to expand on this further because I think Erica is referring only to the clinical summary (correct?)........
Yes, we understand you can limit what is uploaded on the clinical summary by checking or unchecking boxes on the summary.  According to Core 8, Stage 2 (provide clinical summaries), the provider may choose to withhold particular information if he/she "believes that substantial harm may arise from disclosure of particular information".

But what about uploading of medical records??  We understand that currently everything documented on every tab in the patients EMR is uploaded.  Is there anyway we can select the tabs or portions of the EMR that we wish to be uploaded in the future?  There is a lot of information uploaded that is not understandable for the patient.

[erica]

Not currently, exporting the medrec to PDF will export everything you have filled out.

This is where the custom letter or MS Word doc would come into play.