Help Manual

To simplify things, we use the term 'CDA' to refer to any CDA document, including C-CDA and CCD documents. All of these documents are displayed in the Viewer in the same way, aside from the fact that they contain different content.

A CDA document is prepared by a doctor to record a medical episode, such as a hospital admission or a visit to a clinic. Each CDA document is about a single patient and is a part of the medical record of that patient.

A CDA document can contain a lot of detail. It is designed to be read by people and to be used to transfer information between the IT systems of different health care providers.

A CDA document will contain several sections. Each section describes a small part of the medical record, such as 'Reason for visit', 'Results', 'Procedures', and so on.

The CDA Viewer displays these sections so that they are easy to understand. You are able to move the sections around, hide/show and collapse/expand these sections as you wish, depending on which part of the CDA document you want to read.

Opening C-CDA Documents

The Medical Record Viewer file toolbar is used to open CDA documents, and is shown below:

• Open File - Click this to open a single CDA file. CDA files have a '.xml' or '.XML' extension.
• Open Folder - Click this to open a folder containing a set of CDA documents. The Viewer will display:
  • any sub folders in the folder selected, allowing you to easily navigate between different folders.

You can click on any sub folder to see the CDA files in the folder.

• • a list of all CDA files in the folder

You can click on any CDA file in the displayed list to View it.

• Save File - click this to save any changes you have made to a CDA file.
• Reload File - click to reload the CDA file in the Viewer.
• Close File - click this to close the current CDA file and remove it from the file list.

Navigation: Ordering, Showing and Displaying Sections

You can re-order and hide sections as you wish. Note that your preferences for section display are saved as you change them. The preferences are applied when you open any subsequent CDA document.

For example, if you move the 'Procedures' section to the top and then hide the 'Results' section of a CDA document, these preferences are saved.

That is, when you open a new document, the 'Procedures' seciton will be at the top and the 'Results' section will be hidden.

Ordering Sections

There are a few ways you can re-order the sections in the CDA document you have opened.

Drag and drop a section: click and hold on a section, then drag it to where you want it.

Click on move to top: The move to top button looks like this:

There is a move to top button in the title bar of each section and next to each section in the Table Of Contents.

If you click on the move to top button, the section will be placed at the start of all sections.

Click on move down one: The move down one button looks like this:

There is a move down one button in the title bar of each section and next to each section in the Table Of Contents.

If you click on the move to top button, the section will swap places with the section below it.

Showing and Displaying Sections

When you hover over a Section, the section toolbar is displayed:

The easiest way to see what each of these buttons does is to simply click on it.

• Collapse / Expand: Expands or collapses the section. Use this if you want the section to ramin in the CDA, but don't want to see all of the text in the section.
• Move to top: Click on this to move the section to the top of the CDA document.
• Move down one: Click on this to make the section swap position with the section below it.
• Hide: Click on this to hide the section from the CDA document. This will not alter the file itself, but it will hide the section from display. You can show (unhide) the section from the Table of Contents.
• Feedback/Annotate: Click on this to add your own content to the CDA document. Changes you make will be saved in a new version of the CDA, leaving the original unchanged.
• Notified/Reviewed: Click on this to place a check mark on the section, which can indicate that you have reviewed the section.

Table Of Contents

The Table Of Contents (TOC) is on the right hand side of the Viewer.You can collapse / expand the TOC by clicking on its title.

The TOC shows the current order of all sections in the CDA Document, including hidden sections.You can show / hide a section by selecting the checkbox next to the section title.

You can move each section by clicking on the up and down buttons next to a section.

Under the TOC are additional buttons:

Resore original order: This button will restore the order of the sections to that of the source CDA Document.

Show all: This button will show all sections, that is, it makes all hidden sections visible again.

Collapse/Expand all: This button will collapse or expand all of the sections at once.