Trusted External Source Process Overview

Overview:

This video gives an overview of the trusted external source process, which allows practices to set rules that will determine which data can be added to a patient's chart without data reconciliation.

Key Takeaways:

  • First, go to AthenaNet and click on the gear icon → under the Admin section click “clinicals” and head to the navigation bar on the left side to click “other” and then, “trusted external sources”, and finally, “add new”
    • In the source type select “other”
    • In the external source select “patient portal”
  • You can configure each section, be sure to check off both “internal data is used if the external data is empty” and “external data is used if the patient chart has no data”

ADDITIONAL RESOURCES