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The Send to Portal button is only active if the patient's name, date of birth, and gender within the CCD matches to a patient in the Updox Patient Portal. |
Send CCD To Patient Portal (non-integrated EHR)
Location: Workspace
To send a patient's Continuity of Care Document (CCD) to the Updox Patient Portal from a non-integrated EHR:
1.In your EHR system create a CCD for the patient.
2.Download that CCD to your workstation.
3.Log into Updox.
4.Drag & drop the CCD from your workstation into the Updox Inbox.
5.Refresh the Updox screen (e.g. <Ctrl> R).
6.In the Workspace, click on the > to expand the item.
7.Click Send to Portal.
8.Delete the CCD from your workstation.
9.If applicable also delete the CCD from the Recycle Bin on your workstation.
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The Send to Portal button is only active if the patient's name, date of birth, and gender within the CCD matches to a patient in the Updox Patient Portal. |
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To protect patient privacy don't keep patient protected information (PHI) on your workstation. Also enable your workstation's disk encryption or install 3rd party software to encrypt the disk when the workstation shuts down. |
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