Saving documents to a private repository

Follow these steps to save CDA documents to a private repository.

To save Event Summary and Shared Health Summary documents to a private CDA repository:

  1. After you have completed a service, close the Clinical Record.
  2. In the Service exit window, set both Send event summary to repository and Send Shared Health Summary to repository, where repository is the name of your private repository set in step 3.c of the CDA configuration.
  3. Click Yes - This service is now complete.
  4. In the Service Record window, complete the Medicare details and click Claim now or the Private billing details and click Save. The Event Summary is generated and displayed. Only information from the current service is included.
  5. In the New Event Summary window, in the tree view in the right panel, select the information to include in the Event Summary and exclude any information that is not relevant. Include any or all of the following information:
    • Event Details:
      • Clinical Synopsis - a clinical synopsis of the event and its reasons, including any qualifiers that have been recorded in this encounter where the qualifier type has the category of Clinical Synopsis (see File > Reference Tables > Qualifier Types).
      • Progress Notes - the progress notes from this service encounter from all providers, including free text and the summary line of each clinical item added to the progress note.
    • Adverse Reactions - lists any adverse reactions for the patient that were recorded in the current service. See Clinical Record - Summary Tab.
    • Immunisations - lists any immunisation class clinical items that were recorded during the current service. See Clinical Records.
    • Diagnoses / Intervention:
      • Problem / Diagnosis - lists any condition class clinical items that were recorded during the current service. See Clinical Records.
      • Procedures - lists any procedure class clinical items that were recorded during the current service. See Clinical Records.
    • Medications - lists any new medications, and any existing medications that are still current. See Medication Summary.
    • Diagnostic Investigations - lists any investigation requests or results from the current service. See Investigations.
  6. If you want to edit progress notes in the Event Summary:
    1. Select one of the Clinical Synopsis options.
    2. Click Edit Clinical Synopsis.
    3. In the Edit Clinical Synopsis window, add notes anywhere.
    4. Click Save. These changes do not alter the data recorded in the database, only the event summary.
  7. To display the history for any data section for which additional data is recorded in the current service, except for the progress notes and clinical synopsis, click Show History.
  8. Click Save and Upload to repository.
  9. In the Shared Health Summary Exclusion Statements window, from the Problems / Diagnoses list, select None Supplied and click Generate Shared Health Summary. Conditions and procedures for the current service are not included in the Shared Health Summary.
  10. In the New Shared Health Summary window, in the tree view in the right panel, select the information to include in the Shared Health Summary and exclude any information that is not relevant. The information included by default depends on what you included in the Event Summary for the same service. If an Event Summary was not created for the service, no items are selected. Include any or all of the following information:
    • Adverse Reactions - lists any adverse reactions for the patient that were recorded in the current service. See Clinical Record - Summary Tab.
    • Immunisations - lists any immunisation class clinical items that were recorded during the current service. See Clinical Records.
    • Medical History - lists any procedures and conditions from previous service encounters. These are not included by default.
    • Medications - lists any new medications, and any existing medications that are still current. See Medication Summary.
  11. When you are happy with the document, click Save and Upload to repository.

The document is queued for upload to your private repository.

To display the CDA documents:
  1. In Communicare, select Documents and Results iconDocuments and Results and go to the Outgoing Documents tab.
  2. From the Status list, select All.

Double-click a document to open it and confirm that it contains the expected content.