Hey Catherine, I obviously don't know what version of AC you're running, but I know in the latest version (6.1.2), you can export CCR and CCD files. We actually have several customers using this today. There are a couple of ways to get it into Updox.

1) Just save the CCR/CCD to the desktop, and then drag-and-drop it right into the main Updox window

2) Save the CCR/CCD file directly into the Updox auto-upload folder, where it will get sucked right into Updox

Once it's in Updox, you can securely message it to another provider or make it available for patient on your portal. On the portal, the patient can either download the XML file or view a human-readable version of the file that we create. (you'll want to make sure that you enable the option in the portal that allows patients to view CCR/CCD records)

Hope that helps. I've attached a screenshot of where in AC you can go to export those files.

[Linked Image from ]

Tobin (at Updox)

Please use the official Updox Support email support@updox.com for time-sensitive/important bugs or issues, I do not check these forums every day.