How do I manage display settings for inbound CCDAs?

The Practice Fusion EHR allows you to receive inbound Consolidated Clinical Data Architecture documents (CCDAs) electronically via the Practice Fusion network or Direct message. If you have received a referral message with a clinical document attached that is formatted according to the CCDA standards (using the Continuity of Care Document template or the Referral Note document template), the document can be opened and viewed in a human-readable format within the Practice Fusion EHR, or downloaded as an XML or HTML file to your computer.

Inbound CCDA Display Preferences
Any account administrator can customize the sections and section order you want to display when viewing inbound CCDA attachments within the EHR.

1. Click Inbound CCDA display preferences on the EHR Settings page.


2. Use the toggle buttons to turn off or on the sections you wish to hide or display within all inbound CCDAs you receive.
To reorder the display, click the horizontal lines to the left of the section name and drag and drop the section to the
preferred location. This setting allows you to ensure that the sections most important to your practice are displayed
when viewing inbound CCDA documents.
3. When viewing an individual inbound CCDA document, section display preferences can also be adjusted directly
within the clinical document preview window after opening a CCDA attachment.
  • Use the toggle buttons in the Table of contents pane to hide or display specific sections
  • Click Manage order & display of content to be taken directly to the display settings page to reorder the display


More information
  • For more information about retrieving referrals, click here.
  • For more information about creating CCDA clinical documents in the Practice Fusion EHR, click here.
  • For information about batch CCD exports, click here.

Charting

  1. How do I search for patients in the EHR?
  2. How do I customize my patient chart view?
  3. How do I complete a chart note?
  4. How do I use rich text editing when charting my encounters?
  5. How do I add diagnoses to a patient chart?
  6. How do I add a medication?
  7. How do I use flowsheets?
  8. How can I preview previous encounters and results while completing an encounter?
  9. How do I print a patient's chart or certain sections of the patient's chart?
  10. How do I print a chart note?
  11. How do I add past medical history (PMH), allergies, medications and diagnoses to an encounter?
  12. How to record and print patient demographics and profile
  13. What information is available in a patient's Timeline?
  14. How do I use the growth charts?
  15. How do I merge duplicate charts?
  16. How do I print the care plan?
  17. How do I open an existing patient chart?
  18. Can vitals be added in Metric Units or US Customary Units?
  19. How do I add advanced directives?
  20. How do I add allergies?
  21. How can I edit my signed chart note?
  22. How do I add Family Health History?
  23. What is the difference between a SOAP and Simple note?
  24. What are the Character Limits when Charting?
  25. What are the limits of simultaneous editing?
  26. What are Screenings/Interventions/Assessments?
  27. Where can I learn more about the different components of an encounter?
  28. How do I delete or deactivate a patient?
  29. How do I edit information on the Patient Summary?
  30. How can I view Diagnosis comments?
  31. How do I search for inactive patients?
  32. What are Clinical Decision Support (CDS) advisories?
  33. How do I change the date in an encounter?
  34. How do I populate the list of Frequently prescribed medications?
  35. How do I view more information for medications?
  36. Why am I receiving the error "Unable to sign" when trying to sign a chart note?
  37. How do I delete an unsigned encounter?
  38. Who can sign a chart note?
  39. How do you change the 'Seen by' provider in the new encounter?
  40. How do I add a patient?
  41. What information is required to save a patient's chart?
  42. How do I create a patient record number?
  43. How do I edit an existing SOAP or Simple Note?
  44. How do I record "Unknown Family History?"
  45. How do I pull history from one patient visit to the next?
  46. How do I refresh a patient's chart?
  47. How do I start a new note/encounter in Practice Fusion?
  48. How do I create and export a Continuity of Care (CCD) clinical document?
  49. What is the file size of a patient image?
  50. Can I move a Patient Record Number from one chart to another?
  51. How do I view or update a patient's appointment within their chart?
  52. How do I add a custom medication?
  53. How many charts can be open and how do I close them simultaneously?
  54. How do I assign a Care Team?
  55. How do I add vitals to flowsheets?
  56. How do I customize my template line settings?
  57. How do I set my patient list and Timeline default?
  58. How do I attach a document to an encounter?
  59. How do I create and update "My Dx List"?
  60. How do I add custom allergies?
  61. How do I participate in the Prolia® Safety Program?
  62. How do I document patient risk score?
  63. How do I document an implantable device?
  64. How do I document social history?
  65. How do I add Goals and Health Concerns to the patient Summary?
  66. Why am I seeing CCDA display errors?
  67. How do I manage display settings for inbound CCDAs?
  68. How do I add new Encounter Types?

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