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C-CDA and CSV conversion · Encounter

Import a patient book from CSV packs or a C-CDA (CCD), and export a CCD from the chart. Administration runs the bulk job. Documents on the chart imports one…

Run a conversion job from administration

As a practice administrator, I want to load the outgoing roster with the published packs so that day one is not retyping demographics.

Import a CCD on an open chart

As a clinician or practice administrator, I want to preview what a continuity document will add so that I do not duplicate allergies already on the chart.

Load packs in a workable order

As a practice administrator, I want patients and the directory in place before coverage and the book so that rows do not fail as patient_not_found or directory_required.

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