SureScripts Record Locator and Exchange
Setup Requirement for Confidential Records
Default CCDA setting can be changed in Preferences > EMR Preferences.
1. In the My EMR Preferences page, select the Share With External Parties check box to share CCDAs generated by signed to notes to external parties through the Record Locator Service. Desselect to NOT share CCDAs to external parties.
2. Click Save.
Document Sharing and Settings
Sharing is enabled for uploaded documents as the default setting. This can be changed manually in the Upload Category Management box
When uploading a confidential document not intended to be shared with other providers, uncheck the Share with External Parties box in the My EMR Preferences page.
Confirm Patient Consent
To share your patient’s information with the Surescripts Network, the patient consent to participate in the Record Locator & Exchange service is required. This can be documented within the EHR or provided by the patient through the patient portal.
Go to the patient record and click Personal Information. The patient must first accept and/or acknowledge the Record Locator Service &ePrescribe Program Consent.
Patients will also be asked to consent to the Record Locator Service when they sign in to the Patient Portal.
View Records Retrieved from Other Healthcare Systems
To view records retrieved from other healthcare systems, click External: Show All Documents within the EMR All Notes page.
This will open a new tab with shared records presented in chronological order for a more intuitive and cohesive overview of a patient’s medical history. Additionally, to view a single record, you can click on the record name.
Note: “External: Show All Documents” will not appear if no records have been retrieved.
The SureScripts Location Summary
A Surescripts Location Summary is also available for every patient in the network. This tool helps you identify healthcare providers involved in the patient’s care across different locations. While this report provides valuable insights, some information may not be available if explicitly restricted by the patient, or if visits are currently not within the scope of data rights coverage.
Clinical Summary
The Patient Health Record provides you with a snapshot of a patient’s health record as well as the source of the information.
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