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Kareo Help Center

Import Patient Clinical Data

EHR software that is certified for Meaningful Use 2014 has the ability to export patient clinical data in bulk. Patient clinical data is exported in the form of Summary of Care files with a .ccda file extension. If you have your patient data in this format, Kareo can import your patient clinical data into Kareo for you.

 

Step 1: Export your Summary of Care Files

The first step to importing patient clinical data into Kareo is to export your Summary of Care (.ccda) files from your old EHR. The process of exporting Summary of Care files varies between each EHR. Some EHR systems allow you to download your practice’s .ccda files while others require you to contact their Customer Service department.

 

Step 2: Submit a Data Import Request to Kareo

The second step to importing patient clinical data into Kareo is to complete a request form with Kareo to initiate a data import.

  1. Hover over the User icon in the top right of your screen and click Practice Settings to open the Practice Settings page.
  2. On the Practice Settings page click on Data Management then click Import Clinical Data on the left menu.
  3. Complete the information and click Request Data Import.
  4. A Kareo Support representative will contact you within 24 hours to initiate the data import process.
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