So, just to be clear what I tried to do: I went to export the CCD from the patient summary page. When asked to choose a location, I went to C:\Users\SendToUpdox. After exporting, I went to the Inbox in Updox which showed a labelled box with the Patient Record (CCD). The only information it contained was the patient's birth date and account number. When I tried to export to the patient portal, the patient received an empty message. What am I missing?
Also, I cannot find the tab labeled RECORDS on the patient side of the portal.
Unfortunately, there is no info in the HELP section of either AC or Updox regarding this situation.