Path: Main Menu > Clinical Forms Menu > Unscheduled Forms
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A Consolidated Clinical Document Architecture (CCDA) can be sent to the Client Portal for a client to view, download, or share with other Healthcare providers. Your Agency must sign/seal the two Forms below in order for the CCDA to be sent to the Client Portal.
Note: This functionality is exclusive to Agencies with the MU package and who have a Client Portal. A client must also have a portal account. |
Table of Contents
Step 1: Complete the Client Health History Form
- Navigate to Unscheduled Forms by following the path above.
- Search for and select a client if not already displayed.
- Expand the Misc section if not already displayed.
- Select the Client Health History Form radio button.
- Click the Open Form button.
- Add a Date of Service and fill in the appropriate fields for the Form.
- Click the E-Signature/Seal button then sign and seal the Form as you normally would.
Step 2: Complete the Health Summary Form
- After the Client Health History Form is complete, click the Unscheduled Forms button to complete the Health Summary Form.
- Expand the Misc section if not already displayed.
- Select the Health Summary Form radio button.
- In the Date + Time of Service field enter date/time of Service.
Note: Do not click the Upload/Change Document button as the CCDA will automatically be attached. |
- Click the E-Signature/Seal button then sign and seal the Form as you normally would.