Opción #1

• Go to the main menu.
• Click on the Message Center button.
  

• In the classic menu, select the Messages button situated at the top right corner of the screen.
  

• The screen that will appear is as follows:
  

• Choose the message containing the patient's CCDA. Then, click the CCDA button located at the bottom of the screen.

• The Clinical Summary Reconciliation screen will be displayed automatically.
  

• To reconcile the clinical summary for a patient, press the Search button located at the top right corner of the screen.

• The screen that will appear is as follows:
  

• Choose the patient. After selection, click the Import button at the top of the screen.
  

• The Summary Reconciliation screen will be displayed automatically.

• If the referral is from a provider, check the Is from Referral box and then choose the referring provider in the adjacent field.
  

• Choose the allergies, medications, and diagnoses that you wish to reconcile. (Providers will only be able to select options that are not already identified as existing in the patient's record.)
• After selection, click the Reconcile button located at the top of the screen.
  

• The confirmation screen will appear. To proceed with the reconciliation, please press the Confirm button located at the top of the screen.

• The message indicating that the information has been successfully reconciled will automatically be displayed at the top of the screen.
  

• Click on the QuickLinks text, located at the top of the screen and selecting the Messages option.

• The screen that will appear is as follows:
  

• Choose the message containing the patient's CCDA. Then, click the CCDA button located at the bottom of the screen.

• The Clinical Summary Reconciliation screen will be displayed automatically.
  

• To reconcile the clinical summary for a patient, press the Search button located at the top right corner of the screen.

• The screen that will appear is as follows:
  

• Choose the patient. After selection, click the Import button at the top of the screen.
  

• The Summary Reconciliation screen will be displayed automatically.

• If the referral is from a provider, check the Is from Referral box and then choose the referring provider in the adjacent field.
  

• Choose the allergies, medications, and diagnoses that you wish to reconcile. (Providers will only be able to select options that are not already identified as existing in the patient's record.)
• After selection, click the Reconcile button located at the top of the screen.
  

• The confirmation screen will appear. To proceed with the reconciliation, please press the Confirm button located at the top of the screen.

• The message indicating that the information has been successfully reconciled will automatically be displayed at the top of the screen.