Available Agent Options for CCD Export except Locked Encounters
For CCD/Personal Health Record (PHR) generation select one or more of the following as applicable.
| Category | Option | Value |
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| CDA Export | ||
| CDA Content Selection Filter | Use to exclude information, such as Advanced Directives, Allergies, Lab Results, and so on, and related section information from a CDA document. For example, if you exclude resolved allergies, they are not included in the document, but unresolved allergies are. To configure the filter,
If you use both CDA Content Selection Filter option and the Content Generation Filter option, then the effects of the filters combine. That is, a category is omitted from CDAs if it is excluded by either filter. Of these two filters, the Content Generation Filter has the advantage of lowering agent overhead, because it limits the information collection by the agents. By contrast, the CDA Content Selection Filter specifies what portion of the collected information is exported. The other difference between these options is that they present slightly different categories of information for filtering.
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| CDA Validation | ||
| Enable CDA Validation | If this option is made available, the agent attempts to validate the CDA document.
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| On Validator Error – Cancel Export | If this option is made available, the agent does not export the CDA if validation could not be performed.
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| On Validation Failure – Cancel Export | If this option is made available, the agent does not export the CDA if there are validation errors.
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| Consent | ||
| Process patient's Health Information Exchange (HIE) consent | Set to Yes to process the patient's HIE consent. The default value is No.
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| Content Filter | ||
| CDA Content Date Limit | Specify the maximum number of days of the CDA content to be collected for a patient. Possible values are:
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| Cross References | ||
| Continue exporting even when no cross reference internal values present | When this option is made available, the agent continues exporting even if the values of any cross reference items are not present in the database. The default value is No.
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| Provider ID Option | Select one of the following options to determine how the Provider ID is handled:
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| Demographics | ||
| Gender Export Value | Specifies whether to use birth sex or current gender to fill the administrative gender field. Following are the possible values and their meanings:
The default value is Current Gender.
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| Events | ||
| Continuity of Care Document (HITSP C32 version 2.5) Export | Set to Yes to queue the requested CCD for export.
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| Export | ||
| Allow export of Duplicate CCDs | Set to Yes to export duplicate CCDs.
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| Automatically Include Sensitive Encounter Information | When set to Yes, the agent includes data regardless of the data being from sensitive encounters. When set to No, the system uses the Use Portal Sensitive Encounter Indicator agent option to determine the sensitive encounters to be exported. The default value of Automatically Include Sensitive Encounter Information is No. This option does not affect exports from the Data Share module, Medical Summary Utility, or the Referral Orders template in NextGen® Enterprise EHR. The system prevents you from setting the Automatically Include Sensitive Encounter Information option and the Use Portal Sensitive Encounter Indicator option to Yes at the same time.
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| Confidentiality Code Source | This option provides a way to preserve the behavior of the deimplemented Read Confidentiality Code From CDA option. You can select one of the following values:
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| Content Generation Filter | Use to exclude information, such as advanced directives, allergies, lab results, and so on, from a CDA document. For example if you exclude lab results, the results are not included in the document, but the section is, therefore enabling Consolidated Clinical Data Architecture (C-CDA) validation. However, excluding information can invalidate Meaningful Use requirements. To configure this filter,
For further information, refer to the CDA Content Selection Filter option mentioned earlier.
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| Deprecate previous exported CCD | Set to Yes to deprecate previously exported CCDs.
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| Document Convert to Format | Specify whether to convert documents to attachments in one of the following formats:
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| Document Level Confidentiality Code | Specifies the level of confidentiality for the document:
The default value is N.
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| Do Not Encode Ampersand | If selectedYes, prevents the & (ampersand) character from being encoded as & when the ampersand is used as part of a code for another character, such as ' (single quote) or " (double quote). The default value is No.
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| Enterprises For Export | If needed, select specific enterprises that export data. If none are selected, all are exported.
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| Export External Person | Specify whether to prevent the export of CCDs that lack an external ID for a person.
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| Export IMO Codes | Specify whether to include Intelligent Medical Objects (IMO) concept codes when exporting C-CDAs. The default value is Yes.
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| Generate New GUID for CDA Document ID Extension | If Yes, sets the id root and extension in the C-CDA document to a unique value that does not match the XDSDocumentEntry.uniqueID value in the SOAP envelope. If No, sets the id root and extension in the C-CDA document so they match the XDSDocumentEntry.uniqueID value in the SOAP envelope. In this case, the XDSDocumentEntry.uniqueID value is compounded of the id root value, followed by a carat (^), followed by the extension value.
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| Image Convert to Format | To include images as PDF attachments when generating CCDs, select PDF.
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| Include clinical context when collecting encounter-level CCD information | This option is replaced by the Information to include/exclude for clinical context option, which provides more detailed control over clinical context information. | |
| Include email in CCD Documents | This option can include or exclude a provider’s email in the Author section of a CCD. The default value is Yes to include the email.
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| Include Inactive Provider | Includes the information for the inactive providers.
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| Include Legacy Template Ids | Specifies whether to include legacy template IDs in addition to the current template IDs. The default value is No.
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| Include Provenance At | Specifies the level at which provenance should be included in the document:
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| Information to include/exclude for clinical context | Specifies which types of clinical information to include when creating an encounter-level CCD.
You can set the value as follows:
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| Legal Authenticator - Designated User Id | Specifies the user ID of the legal authenticator to be used when the Legal Authenticator Selection agent option is set to Designated User Id. If another Legal Authenticator Selection value is selected, this option is ignored.
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| Legal Authenticator Selection | Specifies which user should be listed as the legal authenticator in an exported C-CDA.
The default value is Intrf_queue User.
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| Location For Sensitive Data Warning | Specifies when to include the sensitive warning message in the document. Select one of the following:
The default value is SectionLevel. The sensitive warning message is specified by the Sensitive Warning Message agent option.
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| Locations For Export | If needed, select specific locations to export data. If none are selected, all are exported. | |
| Maximum Export Records Per Cycle | Set to 100. Setting a lower value can cause a performance degradation when exporting longitudinal CCDs. If you want to limit the number of items in each exported file, use the option instead.
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| Maximum Previous Addresses For Export | The maximum number of previous addresses to include for each export. If there are more previous addresses than the maximum, then the oldest addresses are omitted. The default value is 9999. If the value is 0, then no previous addresses are included.
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| Practices For Export | If needed, select specific practices to export data. If none are selected, all are exported.
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| Read Confidentiality Code From CDA | This option is replaced by the Select Confidentiality Code Option option. Formerly, this option could export a confidentiality code that is set in a generated CDA document and used for submission. If the value is Yes, a code of Normal Sharing is set. The default value is No, which means that no confidentiality code is set. To preserve the behavior of this deprecated option, you can use the Confidentiality Code Source option instead.
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| Select Confidentiality Code | Select one of the following:
You can change the list of available values for this option by editing the XDS Confidentiality master list in File Maintenance.
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| Sensitive Warning Message | Specifies the warning message to be added to the document when sensitive information is excluded. The default value is 'As per patient privacy policy, some of the clinical information may not be visible'. You can enter a string of any text. The Location For Sensitive Data Warning agent option specifies where and when this message is included in documents.
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| Tobacco Procedures | Use this option to specify tobacco procedures. Values of this option are from the 2016 Tobacco measure.
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| Use Portal Sensitive Encounter Indicator | Works together with the Automatically Include Sensitive Encounter Information option to specify which type of sensitive encounters are suppressed.
When Automatically Include Sensitive Encounter Information is No, the Use Portal Sensitive Encounter Indicator values have the following effects:
When Automatically Include Sensitive Encounter Information value is Yes the Use Portal Sensitive Encounter Indicator option has no effect. All sensitive data is exported. The default value of Use Portal Sensitive Encounter Indicator is No. The system prevents you from setting the Use Portal Sensitive Encounter Indicator and Automatically Include Sensitive Encounter Information options to Yes at the same time. These options do not affect exports from the Data Share module, the Medical Summary Utility, or the Referral Orders template.
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| Send Billable Encounter | You can use the Send Billable Encounter to include or exclude encounters in the generated CCD/PHR based on the billable indicator.
The default value is Ignore.
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| Send Clinical Encounter | You can use the Send Clinical Encounter to include or exclude encounters in the generated CCD/PHR based on the clinical indicator.
The default value is Ignore.
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| General | ||
| Care Plan Document Type | The specific type of Care Plan document that is exported. The default value is 18776-5, Plan of Care Note. This option has effect only when the option is set to Care Plan.
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| Default C-CDA R2.1 Template | Specifies the default template to use when creating R2.1 documents. The available values are CCD, Care Plan, Referral Note, and History and Physical. The default value is CCD. This option has effect only if the option is set to C-CDA R2.1.
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| Enable Agent Activity Serialization | Specify whether the agent should serialize and store all agent activities to the intrf_queue database table. A setting of Yes saves agent activity to conveniently run reports. However, a setting of No causes the agent to run faster. The default value is Yes.
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| External System Name | Select the name of the external system that exchanges data with.
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| External System To Xref Codes In Code Tables | Select the external system used to cross reference codes in Code Tables. The value must be CCDAR21 if the option is C-CDA R2.1. The default value is CCDAR21. During agent upgrades to 5.9 from earlier releases, the value is changed to CCDAR21.
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| External System To Xref Codes In Mstr Lists | Select the external system used to cross reference codes in Master Lists. The value must be CCDAR21 if the option is C-CDA R2.1. The default value is CCDAR21. During agent upgrades to 5.9 from earlier releases, the value is changed to CCDAR21.
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| Format | Select one of the following:
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| Interface User ID | Select the NextGen User ID for the interface.
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| NextGen Practice Identifier | Select the Practice ID (typically 0001) .
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| Referral Document Type | The specific type of Referral Note document that is exported. The default value is 57133-1, Referral Note. This option has an effect only when the option is set to Referral Note.
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