Download and Share

Patient Portal users can now generate and transmit a complete or partial summary of their health record and download it or send it to a provider securely or unsecurely.

Solution Change	Description and UI Impact	Reference Materials	Validation Guidelines	Implementation and Maintenance Impact
Full Record View and Download (HLG2-1544)	Patient Portal users can download a full copy of their record in Consolidated Clinical Document Architecture (C-CDA) format. The Patient Portal user can generate, from the portal, a person-level summary, generate a summary for the full record, and then view the summary in HTML format, download it in PDF or XML format, or transmit the PDF and XML files using the Direct email protocol or through unsecure email. UI Impact (Workflow - Automatic): When downloading a health record, Patient Portal users can select to download their entire health record. A message is displayed that indicates that this process might take a while.	See the Viewing, Downloading, and Sending a Health Record topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that you can view, download, and share a full patient record in CCD format.	No implementation or maintenance impact.
Visit Filtration (HLG2-1545)	Patient Portal users can filter encounters by a date range. UI Impact (Workflow - Automatic): When downloading and sharing a health record, Patient Portal users can filter the list of encounters by date range before selecting which encounters to include.	See the Viewing, Downloading, and Sending a Health Record topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that you can filter encounters by date range when using the download and share feature.	No implementation or maintenance impact.
Single Encounter View/Download (HLG2-1546)	Patient Portal users can select a specific encounter when sharing their record. Doing so allows them to download smaller records and also ensure that only relevant health information is included while minimizing additional health information from being disclosed. A Patient Portal user can generate a summary for a specific encounter, or set of encounters. The user can then view the summary in HTML format, download it in PDF or XML format, or transmit the PDF and XML files using the Direct email protocol or through unsecure email. UI Impact (Workflow - Automatic): When downloading and sharing a health record, Patient Portal users can select which encounters they want to download in their health record.	See the Viewing, Downloading, and Sending a Health Record topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that you can view, download, and share single encounters of a patient record in CCD format.	No implementation or maintenance impact.
Share (Transmit) Secure (HLG2-1552)	Patient Portal users can share their full or partial record through secure email transmission using the Direct email standard. UI Impact (Workflow - Automatic): When downloading and sharing a health record, Patient Portal users can select recipients who use a Direct email address.	See the Viewing, Downloading, and Sending a Health Record topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that you can select recipients who use a Direct email address.	No implementation or maintenance impact.
Share (Transmit) Unsecure (HLG2-1553)	Patient Portal users can share their full or partial record through unsecure email transmission using our own email client. UI Impact (Workflow - Automatic): When selecting who to send the file to, users can optionally choose a provider that does not have a Direct email address. A message notifies them when the message is not secure.	See the Viewing, Downloading, and Sending a Health Record topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that you can optionally choose a provider that does not have a Direct email address.	No implementation or maintenance impact.
Render Human-Readable Record Summary (HLG2-1555)	When viewed, downloaded, or shared at a person or encounter level, the patient's health record is consolidated into Continuity of Care (CCD) format. The CCD format makes it easier to read and maintains a semantic structure for assistive technology. If available, the following content is included in the CCD: Allergies CCD Assessment and Plan CCD Follow-up Instructions (Custom Content) CCD Future Scheduled Appointments (Custom Content) CCD Patient Discharge Instructions (Custom Content) CCD Patient Discharge Instructions Title Only (Custom Content) CCD Custom Patient Estimated Delivery Date (Custom Content) NHCS Patient Seen in the Last 72 Hours (Custom Content) NHCS Patient Facility Visits Over the Last 12 Months (Custom Content) Clinical Diagnoses Functional and Cognitive Status (Patient Care Measurements) General Laboratory (Laboratory Measurements) Immunizations Microbiology Orders - Diagnostic Tests Pending (Orders) Orders - Referral (Orders) Orders - Medication Orders - Medication for Visit Summary Medication Administration Problems Procedures Smoking Status (Social History) Vital Signs (Patient Care Measurements) Encounter (inherent) Radiology (see General Laboratory) Cardiology Interps (not required) CCD Patient Education (Extracted Data) CCD Follow-Up (Extracted Data) CCD Implantable Device Goals Health Concerns Hospital Course (Patient Care Measurements) Payers Social History The service will also support Transition of Care Documents and Referral Notes. UI Impact (Workflow - Automatic): Patient Portal users can view and read their health record before they download or send it.	See the Viewing, Downloading, and Sending a Health Record topic in the Oracle Health Patient Portal Cloud Service User Guide for Patients for more information.	Verify that you can view and read (in a human-readable format) the health record before you download or send it.	No implementation or maintenance impact.