Healthcare
C-CDA document exchange checklist for EHR teams
Scope a C-CDA integration with checks for document sections, patient matching, corrected documents, and receiving-system validation.
By Globalesm
A C-CDA integration needs an agreement about how the receiving system will use a document. Start with one document type and a real workflow, such as reviewing a discharge summary during follow-up. Document the source, receiver, and person who needs to act on the result.
Define the receiving workflow
List the sections the receiver needs to display or map. Agree which fields must remain structured and which should be available as narrative. Compare representative samples from both systems and record anything the destination cannot use.
Agree on identity and corrections
Document the patient identifiers the receiver accepts and how it handles an unmatched record. Use an approved test document to check a second delivery, a corrected document, and a missing required section. Confirm how the destination represents each outcome to its users.
Write acceptance criteria
Ask the receiving team to confirm the document appears in the right chart, with usable content and a traceable source. Record who will review failures, how they are resolved, and when a document can be resent. Carry these criteria into the handoff.
Put the plan into practice
Share the systems involved and the handoff your team needs to improve.