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Kareo Help Center

Import CCD or CCR

One of the long term objectives of the HITECH Act is to improve patient care coordination; this requires all healthcare providers to communicate with one another and share patient records. The CCD (Continuity of Care Document) or CCR (Continuity of Care Record) provides the minimum of information necessary for the continuation of care:

  • Allergies and Adverse Reactions
  • Problems
  • Medications
  • Vitals
  • Results

Navigate to Patient Chart / Immunizations

  1. Enter the first 2–3 letters of the patient's name in the top search box.
  2. Click to select the patient from the auto-populated results. The patient's chart opens.
  3. Click Immunizations in the left menu. The Immunizations page displays.

Import a CCD or CCR

  1. Click the Exchange drop-down menu and select Import CCD/CCR. The Import Patient Summary window opens.
  2. Click Choose File to locate the CCD or CCR file to import and click Open.
  3. In the Document Name field, type "Patient Summary".
  4. Click Import. The file uploads to the Notes section of the patient's chart as "Correspondence" and is read-only.
  5. On the message pop-up window, click Go to Notes. The Encounter Notes window opens.
  6. In the Display dropdown, click CCD Imports.
  7. Click View to see the Patient Summary.


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