NextGen Knowledge Center

Retrieve a CCD from an HIE

Before you begin

Ask your system administrator which NextGen® Enterprise EHR template and control (such as a button or field) to use to retrieve the CCD.
Your practice may set up the ability to communicate with a NextGen Health Information Exchange to retrieve the most current CCD available for the patient. If this functionality is in place, you can execute a Stored Procedure trigger on a NextGen® Enterprise EHR template to retrieve the CCD from the NextGen® HIE.
  1. In NextGen® Enterprise EHR, select the patient for whom you want to retrieve the CCD.
  2. Open the applicable template.
  3. Select the template field control that triggers CCD retrieval.
    The most current CCD for the patient is retrieved.
  4. To view the retrieved CCD, select the Categories tab.
    The CCD is attached to the designated category (HIE Documents is the default). An encounter date and time stamp is created when each CCD is retrieved.
  5. To open the CCD, double-click it.