You have to play with it. We did it a few times before it would register. The easiest thing to do is to go to the summary tab and in the bottom right hand corner, select exporting of CCD or summary or whatever and send it to a thumb drive. You will have to designate the purpose...giving to patient. You can then close out and see the summary on the thumb drive and when you go into the patients record and pull up the MU wizard in the upper right corner, you will see numbers in the field. You need to sign the note before you export or it will only export previous info and not current info and maybe it won't count because there won't be an encounter within the 90 day period to have it count. That's clear as mud....right?
