Create Note > Filters > Medical Summary Fields

Information entered in the following filters within a signed note will display within the associated section on the patient's CCDA. When a filter of the Medical Summary Field is added to the note, a light green box displays and the cursor will automatically be placed within this field. The field will expand as the user enters information. All information entered in the light green box will move to the corresponding section on the CCDA once the note is signed.

•	Assessment: Information entered within the Assessment filter will pull to the Assessment section of the CCDA.

•	Hospital Course: Information entered within the Hospital Course filter will pull to the Hospital Course section of the Discharge Summary CCDA.

•	Plan: Information entered within the Plan filter will pull to the Plan section of the CCDA.

NOTE: If a patient has multiple signed notes that contain the Assessment, Hospital Course or Plan filters, then all filters will be pulled to a single corresponding section within the CCDA. For example, if a patient has three signed notes that all include a Plan, all three plans will pull to the Plan section of the CCDA.

NOTE: The behavior control, Notes CCDA Text Field, must be set to allow on the user's login or role in order for the user to have access the data set.