Epic Care Everywhere - Sending C-CDA File

Updated by Maggie Mancini

Epic Care Everywhere - Sending C-CDA File - 2.0

With our Care Everywhere integration, providers are able to send a C-CDA file. This file is a standardized XML document used in healthcare to exchange patient information among different systems. It integrates clinical data such as patient demographics, documents, problems, encounters, and notes associated into a single, structured format to improve interoperability and continuity of care.

A Snomed Code must be associated with an injury before you can submit that problem to Epic.

Check out our Guidance and Configuration Document: Epic CareEverywhere and HR.pdf
Video Tutorial:

00:00: Hi, this is Nikki from healthy roster. This tutorial is going to walk you through how 00:04: to send a file through our epic care everywhere integration with 00:08: our integration providers are able to send CDA files. 00:12: Essentially. This file is a standardized document that is used within Healthcare to 00:16: exchange patient information among different systems. 00:19: Our integration will send clinical data such as patient demographics documents 00:24: problems encounters and Associated notes into one single structured 00:28: format to improve inner operability and continuity of care. 00:34: You will need to navigate to the patient profile in order to send the file. 00:38: I'm going to do so by navigating to the global search. 00:43: Within the global search type your patient's name. 00:47: Now select your patient's profile. 00:50: He will next need to select the waffle menu icon in the upper right-hand 00:54: corner. 00:56: Now select send clinical summary. 01:00: If the integration is active within your account, you will select your destination to 01:04: be epic care everywhere. 01:07: You will now begin the process of selecting what you would like to include in your ccda 01:12: file. You will see here first is documents. 01:15: You are able to include all or select your independent documents select 01:20: next to move forward. 01:23: Next we move on to selecting the problems. 01:25: We would like to add in our file. I'm going to select to include all as 01:30: well as include all of the notes. There will be additional filtering on notes 01:34: later on. 01:36: Next select the encounters you would like to include again you 01:40: include all and all of their notes or you can select 01:44: only include a few if you see that all eligible icon 01:49: is turned on in this image. This means that this 01:53: encounter listing will show only those encounters Associated 01:57: to the problems that you have chosen to include on your file. 02:00: If you toggle off all eligible, you will 02:04: see all encounters for this patient regardless if they are associated to 02:09: the problem or not. 02:11: Now proceed to reviewing the notes you would like to include on your file. 02:16: You are able to toggle off certain note types. 02:19: If you do not want them to be transmitted select next to move forward. 02:24: Lastly you will want to review your submission. 02:28: Scroll through the selected items and navigate back to the certain area 02:32: if you would like to make edits when ready select submit. 02:37: Once you've hit submit depending on the size of your file, it may take 02:41: some time to generate you will see here that your file has been sent 02:45: and you are in a running jobs notification. 02:49: Once complete you're running jobs badge will turn to Green you will then be able 02:53: to navigate to your notifications tab to review the submission. 02:58: If you have questions or need more help, please visit the help tab on the left navigation 03:02: or reach us directly at help at healthy roster.com.

Step-By-Step Tutorial:
  1. Navigate to your patient profile
  2. Select the Waffle Menu Icon
  3. Select Send Clinical Summary
  4. Next, select the destination as Epic Care Everywhere
  5. Next, set the parameters that you'd like to include/exclude for your transmission into Epic. Take note that you are able to include or exclude notes per entity.
  6. Begin by selecting the desired documents, selecting to include all, or advancing by selecting Next
  7. Now select which problem(s) to include, you will also need to determine if you'd like to add notes. associated to the included problems
  8. Select Next to advance
  9. Select which Encounters you'd like to include
    All Eligible:
    Toggled ON (Orange): Shows encounters that are both problem and non-problem-related
    Toggled OFF (Grey): Shows only those encounters that are related to the selected problems
  10. Select Next to advance
  11. Now select/deselect the note types you'd like to include/exclude on your transmission into Epic
  12. Select Next to advance
  13. Lastly, review the data you'd selected to include in your push. Select Submit when you are ready to send to Epic
  14. You will receive a running jobs notification while your transmission is generating
  15. The running jobs notification will alert you with a green notification when your transmission is successful

Epic CareEverywhere - Sending C-CDA File - Legacy

A Snomed Code must be associated with an injury before you can submit that problem to Epic.

Check out our Guidance and Configuration Document: Epic CareEverywhere and HR.pdf

Step-By-Step Tutorial

  1. From your Healthy Roster homepage, click "Athletes"
  1. Select "Athletes"

  1. Click "Send Clinical Summary"

  1. Select the dropdown menu and click "Epic"
  1. Select the injuries to be sent in the Clinical Summary report and click "Send Clinical Summary"


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