Opción #1

• Go to the main menu.
• Press the "Message Center" button. 

• In the classic menu, press the "Messages" button, located at the top right of the screen.

• The following screen will be displayed:

• Select the message with the patient's CCDA. Then press the "CCDA" button, located at the bottom of the screen.
  

• Automatically, the "Clinical Summary Reconciliation" screen, will be displayed.
  

• Search for the patient you want to reconcile the clinical summary, by pressing the "Search" button, at the top right of the screen.
  

• The following screen will be displayed:
  

• Select the patient. Once selected, press the "Import" button, located at the top of the screen.
  

• Automatically, the "Summary Reconciliation" screen, will be displayed.
  

• If it is referred from a provider, select the "Is from Referral" box and then select the provider, in the field next to it. 

• Select the allergies, medications, and diagnoses you want to reconcile. (Provider will only be able to select those, that are not identified as already existing, in the patient's record.)
• Once selected, press the "Reconcile" button, located at the top of the screen.
  

• The confirmation screen will be displayed. If you want to proceed with the reconciliation, press the "Confirm" button, located at the top of the screen.
  

• Automatically, the message will be displayed, at the top of the screen, that the information was successfully reconciled.
  

• Click on the "QuickLinks" text, located at the top of the screen and selecting the "Messages" option.

• The following screen will be displayed:

• Select the message with the patient's CCDA. Then press the "CCDA" button, located at the bottom of the screen.
  

• Automatically, the "Clinical Summary Reconciliation" screen, will be displayed.
  

• Search for the patient you want to reconcile the clinical summary, by pressing the "Search" button, at the top right of the screen.
  

• The following screen will be displayed:
  

• Select the patient. Once selected, press the "Import" button, located at the top of the screen.
  

• Automatically, the "Summary Reconciliation" screen, will be displayed.
  

• If it is referred from a provider, select the "Is from Referral" box and then select the provider in the field next to it. 

• Select the allergies, medications, and diagnoses you want to reconcile. (Provider will only be able to select those, that are not identified as already existing, in the patient's record.)
• Once selected, press the "Reconcile" button, located at the top of the screen.
  

• The confirmation screen will be displayed. If you want to proceed with the reconciliation, press the "Confirm" button, located at the top of the screen.
  

• Automatically, the message will be displayed at the top of the screen, that the information was successfully reconciled.