Available Agent Options for CCD Locked Encounter Export

• Select the Ellipsis button.

• Clear the items you want to exclude, and then select OK.

If you use both the options CDA Content Selection Filter and Content Generation Filter, 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 that the agent collects. 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.

<add key="CDA_Content_Selection_Filter" value="{[Encounters]}{[AdvanceDirectives]}{[Allergies]}{[IncludeResolvedAllergies]}{[Assessment]}{[CareTeams]}{[ChiefComplaintAndReasonForVisit]}{[Diagnoses]}{[DisabilityStatus]}{[EncounterCareTeamMembers]}{[FamilyHistory]}{[Goals]}{[HealthConcern]}{[HealthStatusEvaluation]}{[HistoryOfPresentIllness]}{[Immunizations]}{[Instructions]}{[Interventions]}{[LabResults]}{[IncludeUnverifiedLabResults]}{[MedicalEquipment]}{[Medications]}{[IncludeInactiveMedications]}{[PayerInformation]}{[PlanOfCare]}{[Problems]}{[Procedures]}{[SocialHistory]}{[VitalSigns]}{[FunctionalStatus]}{[ReasonForReferral]}" />

<add key="Include_Prior_Name" value="No" />

<add key="CDA_Validation_Enable" value="Yes" />

<add key="CDA_Validation_Export_OnValidationFail_Cancel_Export" value="No" />

<add key="CDA_Validation_Export_OnValidatorError_Cancel_Export" value="No" />

• External Provider ID: Not currently supported
• National Provider ID: Uses the National Provider ID
• UPIN: Not currently supported
• Provider GUID: Uses the NextGen Provider ID (Default)
• Ignore: Ignores the value

• Current Gender. Send the current gender.
• Birth Sex. Send the birth sex.
• Current Gender Then Birth Sex. Send the current gender; if not found, send the birth sex.
• Birth Sex Then Current Gender. Send the birth sex; if not found, send the current gender.

The default value is Current Gender.

<add key="Is_Dispatcher" value="No" />

If you remove a worker from the worker pool, then you must also delete the worker agent. Otherwise, an error is displayed when you try to apply agent option changes.

<add key="Worker_Pool" value="" />

<add key="LockedEncounter" value="No" />

<add key="LockedEncounterMonitor" value="No" />

<add key="Allow_Duplicate_CCD" value="No" />

The default value of Automatically Include Sensitive Encounter Information is No.

This option does not affect exports from the Data Share module, the 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.

<add key="Automatically_Include_Sensitive_Encounter_Information" value="No" />

• Read Confidentiality Code From CCD: Behave as if the old Read Confidentiality Code From CDA agent option is set to Yes.
• Use Custom Confidentiality Code: Use the confidentiality code specified by the Select Confidentiality Code Option agent option.
• Default Behavior: Behave as if the old Read Confidentiality Code From CDA agent option is set to No.

<add key="Confidentiality_Code_Source" value="{[dftl]}" />

• In the Agent Options section, expand Export, and select the Ellipsis button.

• Clear the items you want to exclude, and select OK.

For further information, refer to the CDA Content Selection Filter option mentioned earlier.

<add key="Content_Generation_Filter" value="{[Encounters]}{[AdvanceDirectives]}{[Allergies]}{[Assessment]}{[CareTeams]}{[Demographics]}{[Balances]}{[BirthHistory]}{[NextOfKin]}{[Diagnoses]}{[DisabilityStatus]}{[EncounterCareTeamMembers]}{[FamilyHistory]}{[HealthConcern]}{[HistoryOfPresentIllness]}{[Immunizations]}{[Instructions]}{[LabResults]}{[MedicalEquipment]}{[Medications]}{[MentalStatus]}{[PayerInformation]}{[PlanOfCare]}{[Problems]}{[IncludeResolvedProblems]}{[IncludeActiveChronicProblems]}{[IncludeActiveAcuteProblems]}{[Procedures]}{[SocialHistory]}{[VitalSigns]}{[FunctionalStatus]}" />

<add key="Deprecate_CCD" value="Yes" />

• N: Normal
• R: Restricted
• V: Very Restricted

The default value is N.

<add key="Document_Level_Confidentiality_Code" value="{[Normal]}" />

<add key="Do_Not_Encode_Ampersand" value="No" />

When this option is set to Yes, NextGen® Enterprise Rosetta Interface Messenger ignores locked encounters whose time is all zeroes. The record is skipped and the status in the interface queue is set to IGNORED. The following message is issued in the queue comments: "This encounter (Number-XXX) has all-zero time and 'Do Not Export Locked Encounters With All Zero Time' option is set to 'Yes'."

The default value for new option is No, so all locked encounters are sent regardless of their time values.

<add key="Do_Not_Export_Locked_Encounters_With_All_Zero_Time" value="No" />

<add key="Enterprise_To_Send" value="" />

<add key="Excluded_Locked_Encounters_Created_By_Users" value="" />

• Yes: Skip exporting any CCDs for persons that lack an external ID.
• No: Export CCDs even if they lack an external ID for a person. This value is the default.

<add key="Export_Ext_Person" value="No" />

<add key="Generate_Longitudinal_CCD" value="No" />

If the value is set to 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.

<add key="Doc_Ext_As_Guid" value="Yes" />

<add key="Include_Email_In_CCD" value="Yes" />

<add key="Include_Inactive_Provider" value="No" />

<add key="Include_Legacy_Template_Ids" value="No" />

• Document Level: Include Provenance information only at the document level.
• Document and Entry Level: Include Provenance information at both document and at entry level. This is the default value.

<add key="Include_Provenance_At" value="{[Document and Entry Level]}" />

<add key="Designated_User_Id_For_LA" value="" />

• Intrf_queue User: The user specified by the intrf_queue.created_by database field. This is the user responsible for triggering the generation of the C-CDA (for example, the active user in NextGen® Enterprise EHR, the user who locks the encounter when there is an Encounter Lock trigger, or the system user for some automated generation scenarios).
• Designated User Id: The user specified by the Legal Authenticator- Designated User Id agent option. The selected user must be a person, not a system user.
• Supervising Provider then Rendering Provider: The supervising provider for the encounter (if any), otherwise the rendering provider for the encounter. If neither of these exist, and the C-CDA is longitudinal, then the user is taken from the latest encounter that has a rendering provider; the supervising provider is used if available, otherwise, the rendering provider is used.
• Rendering Provider: The rendering provider for the encounter, or if none is present, then the rendering provider for the latest encounter that has a rendering provider. If no encounters have a rendering provider, then no legal authenticator is included in the C-CDA.
• On Behalf Of Provider/Active Provider: The On Behalf Of provider in Medical Summary Utility or the currently selected provider in NextGen® Enterprise EHR. Do not select this value for agents that support automated C-CDA generation. If this value is selected, no Legal Authenticator is included in automatically generated C-CDAs.
• Intrf_queue Provider: The provider in the intrf_queue.provider_id field (if any). This is the provider associated with the generated C-CDA (for example, the rendering provider if one and only one encounter is selected in the Clinical Information section in the Data Share module or the Medical Summary Utility). The value may be empty if multiple encounters are selected. If no provider is present in the intrf_queue.provider_id field, then no Legal Authenticator is included in the C-CDA.
• No Legal Authenticator: No Legal Authenticator is included in the C-CDA.

The default value is Intrf_queue User.

<add key="Legal_Authenticator" value="{[Intrf_queue User]}" />

• AlwaysIncludeAtSectionLevel: Includes the sensitive warning message at the section level in all documents, whether the sensitive data is removed or not..
• SectionLevel: Includes the sensitive warning message at the section level when sensitive data is removed from the section.
• DoNotSendWarning: Does not include the sensitive warning message in the document. The document does not have any indication that sensitive data might be removed.

The default value is SectionLevel.

The sensitive warning message is specified by the Sensitive Warning Message agent option.

<add key="Sensitive_Warning_Message_Location" value="{[SectionLevel]}" />

<add key="Location_To_Send" value="" />

<add key="Max_Export_Records_Per_Cycle" value="100" />

<add key="Max_Pre_Address_Records_For_Export" value="9999" />

<add key="Only_Send_Updated_Reports_On_Data_Changes" value="No" />

<add key="Practice_To_Send" value="" />

• No Sharing: Not to be imported from or exported to an external system under any circumstances.
• Normal: Only authorized individuals with a legitimate or medical business may access this item.
• Restricted: Only providers having a current care relationship to the patient can access this item.
• Sensitive Sharing: Information which the patient seeks heightened confidentiality, and which is not to be shared with family members.
• Default behaviour: Same as Normal.

You can change the list of available values for this option by editing the XDS Confidentiality master list in File Maintenance.

<add key="Confidentiality_Code_Options" value="" />

The Location For Sensitive Data Warning agent option specifies where and when this message is included in documents.

<add key="Sensitive_Warning_Message" value="As per patient privacy policy some of the clinical information may not be visible." />

• 11366-2 = History of tobacco use Narrative
• 39240-7 = Tobacco use [CPHS]
• 68535-4 = Have you used tobacco in the last 30 days [SAMHSA]
• 68536-2 = Have you used a smokeless tobacco product in the last 30 days [SAMHSA]
• 72166-2 = Tobacco smoking status [NHIS]

<add key="Tobacco_Procedures" value="{[68535-4= Have you used tobacco in the last 30 days [SAMHSA]]}{[39240-7= Tobacco use CPHS]}{[11366-2= History of tobacco use Narrative]}{[68536-2= Have you used smokeless tobacco product in the last 30 days [SAMHSA]}{[72166-2= Tobacco smoking status NHIS]}" />

When Automatically Include Sensitive Encounter Information 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 in NextGen® Enterprise EHR.

<add key="Use_Portal_Sensitive_Encounter_Indicator" value="No" />

• Ignore: Ignores the billable encounter check and processes the data in C-CDA.
• Yes: Processes the data for the encounter and shows in C-CDA if an encounter is marked billable.
• No: Do not process the data if marked no (unchecked).

The default value is Yes.

<add key="Export_Billable_Encounter" value="{[Yes]}" />

• Ignore: Ignores the clinical encounter check and processes the clinical data in C-CDA.
• Yes: Processes the clinical data for the encounter and shows in C-CDA if an encounter is marked clinical.
• No: Do not process the clinical data if marked no (unchecked).

The default value is Ignore.

<add key="Export_Clinical_Encounter" value="{[Ignore]}" />

<add key="Care_Plan_Document_Type" value="{[18776-5]}" />

The default value is CCD. This option has effect only if the General > Format option is set to C-CDA R2.1.

<add key="Default_CCDAR21_Template" value="{[CCD]}" />

<add key="Enable_Agent_Activity_Serialization" value="Yes" />

<add key="External_System_Name" value="{[QA]}" />

<add key="Code_Tables_External_System_Name" value="{[CCDAR21]}" />

<add key="Mstr_lists_External_System_Name" value="{[CCDAR21]}" />

• BPPC: Generates a BPPC consent document
• C-CDA: Generates a C-CDA 1.1 formatted medical summary
• C-CDA R2.1: Generates a C-CDA R2.1 formatted medical summary
• C32: Generates a HITSP C32 version 2.3 formatted medical summary
• C32 CDSC: Generates a C32 document according to CDSC specifications
• C32 v2.5: Generates a HITSP C32 version 2.5 formatted medical summary
• Cancer Event Report: Generates a Cancer Registry Reporting 1.0 document
• Cancer Event Report 1.1: Generates a Cancer Registry Reporting 1.1 document
• National Health Care Survey: Used only for certification. To submit survey data to the CDC, use National Health Care Survey 1.1 instead.
• National Health Care Survey 1.1 or National Health Care Survey 1.2: Generates input for the National Ambulatory Medical Care Survey (NAMCS) at the specified level (1.1 or 1.2).
• Public Health Case Report: Generates a Public Health Case Report document
• XACML: Generates a XACML consent document
• XDSMS: Generates an IHE XDSMS formatted medical summary

<add key="Document_Format" value="{[C32 v2.5]}" />

<add key="Interface_User_Id" value="{[0]}" />

<add key="Practice_Id" value="{[0001]}" />

<add key="Referral_Document_Type" value="{[57133-1]}" />

The list of available users includes all the users defined in System Administrator, regardless of the enterprise or practice they belong to. By default, no users are selected.

Prior to 5.9.4, the option name is slightly different (the word User is singular rather than plural), and the option only enabled a single backup user to be selected. After an upgrade, Backup Users To Notify inherits the user that is specified by Backup User To Notify, if any.

<add key="Backup_User_To_Notify" value="" />

<add key="Update_Order_Creator_Workflow" value="No" />

<add key="Update_Ordering_Provider_Workflow" value="Yes" />

<add key="Update_Workflow_Group" value="No" />

<add key="Treat_Blank_Result_Flags_as_Normal_Task_Priority" value="No" />

<add key="Use_Simple_Workflow_Notify" value="Yes" />

<add key="Workflow_Subject" value="" />

<add key="NextGen_Workflow_Todo_Category" value="" />