---
title: Transition Of Care
description: "# New CCDA Face Sheet > Transition of Care tab > Patient CCDA   ## Example Task Would you like to create a CCDA file for a particular patient. Then you can do the TOC tab.     ## Instructions 1.…"
url: "https://docs.pertexa.net/docs/transition-of-care/"
updated: "2021-03-09"
category: Clinical
---

# Transition Of Care

# New CCDA

Face Sheet > Transition of Care tab > Patient CCDA

 

## Example Task

Would you like to create a CCDA file for a particular patient. Then you can do the TOC tab.  

 

## Instructions

1. Would you create a New CDA file then select New CDA button. And check above in the list. It could be generated with today's date.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC1.png)

 

# Send

Face Sheet > Transition of Care tab > Patient CDA > Add Referral > Send

 

## Example Task

Would you like to send the CDA file to another person which you have generated. 

Note:- Email address should be secured.

 

## Instructions

1. Select the particular CDA file which you want to send to another person.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC2-5-7.png)
2. Go to the referral section and select the Add Referral. Here you will be able to find contact or add new contact information.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC3.png)
3. Finally select “Send Button” at right hand side.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC4.png)

 

# Download

Face Sheet > Transition of Care tab > Patient CDA > Download

 

## Example Task

Would you like to download the CDA file. 

 

## Instructions

1. Select the particular CDA file which you want to download.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC2-5-7.png)
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC6.png)

 

# Re-Add Section

Face Sheet > Transition of Care tab > Patient CDA > Re-Add Section

 

## Example Task

Would you like to add the Re-Add Section.

 

## Instructions

1. Select the particular CDA file which you want to add the Re-Add Section.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC2-5-7.png)
2. Here you are able to add a new section with “Re-Add Section”.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC8.png)

 

# Expand All / Collapse All

Face Sheet > Transition of Care tab > Patient CDA

 

## Example Task

You want to see or hide contains with Expand All - Collapse All Button.

 

## Instructions

1. You want to see or hide contains with Expand All - Collapse All Button.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC9.png)

 

# Incoming CDA

Face Sheet > Transition of Care tab > Incoming CDA tab

 

## Example Task

Would you like to outside CDA file merge with an existing patient in the clinic.

 

## Instructions

1. Login into Records Manager Module. Select “Create Documents” link.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC10.png)
2. Find your .xml file in the INBOX section and move into the DOCUMENT section.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC11.png)
3. And Select the Information regarding instruction at bottom left hand corner in the page. Note:- Patient should be the same in .xml file and which you have selected patient for going to merge. Select Transition of Care link with “Yes” green tick mark.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC12.png)
4. Finally select the “Send to Physician” button.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC13.png)
5. Login into Docpad. Navigate to the Transition of Care tab at the right hand - bottom side of the Face Sheet page. Select Incoming CDA tab.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC14.png)

 Here your file will display which you have sent through the Records Manager Module.

 

# Reconcile

Face Sheet > Transition of Care tab > Incoming CDA tab

 

## Example Task

Would you like to merge this CDA file with an existing patient.

 

## Instructions

1. Select the “Incoming CDA tab”.  And select the particular file.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC15.png)
2. Here you can “Accept” or “Reject” this file at the right hand bottom corner in the page.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC16.png)
3. After selecting the “Accept”. Here you can see one check box will appear for selecting this file for reconciling.
    ![](https://docs.pertexa.net/wp-content/uploads/2021/03/TOC17.png)
4. After selecting file. Finally select the “Reconcile” button right hand bottom corner in the page.