Certified EHR software 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
Complete the request form to initiate a patient clinical data import into Kareo.
A Kareo Support representative will contact you within 24 to 48 hours to initiate the data import process.