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Set CCDA Preferences

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Application Version
Environment
Instructions

You can customize preferences for your default view of CCDA preview. The sections at the bottom of the page update as you customize your preferences. CCDA preferences can be set from the EHR top toolbar and from the patient's chart.

From the Patient's Chart

  1. Click the Administrative tab.
  2. To generate the patient's CCDA file, click CCDA.
  3. In the Documents section, click the CCDA file.
CCDA preview
 
  1. Scroll to the preview page for the CCDA preferences.
  2. To specify which sections should appear, select the check boxes.
  3. To reorder the sections, click drag and drop icon and then drag and drop the sections.
  4. To save these preferences as your default view, click Save Preferences.
CCDA preferences
To view the default preferences, click View Preferences. You can also change your preferences in the CCDA Default Preferences window. If you made changes to your preferences, click Save
view CCDA preferences
 

From the Toolbar

Click EHR gear icon and then click CCDA Preferences.

CCDA preferences from toolbar
 

You can also view, edit, and save preferences.

view CCDA preferences from toolbar
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KeywordsCCDA C-CDA "medical records" "patient records" "health records" "default settings" "default preferences"
TitleSet CCDA Preferences
URL NameSet-CCDA-Preferences

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