There are several options for managing the patient's clinical summary. 


To print the patient's clinical summary report

  • Go to the Advanced Progress Note screen.
  • Press the Patient Summary button, located in the Side Bar section.


  • Or, click on the Search button located at the top left of the screen and select the Patient Notes option.
  • The following screen will be displayed:


  • Select all the sections, which you wish to include in the patient's clinical summary report, in the following section: (Items identified with an asterisk *, will display the patient's entire active history).


  • If you do not want to include all the options in the clinical summary report, uncheck the Select All option to select the options you do want to include and then press the Refresh button to update the report.
  • Select the date range for which you want the clinical report to be printed.


  • Once you have selected everything to include in the patient's clinical summary, press the Print button located at the top of the screen.


  • The clinical summary report will be printed and given to the patient.


To send the patient's clinical summary through your Direct address

  • Go to the Advanced Progress Note screen.
  • Press the Patient Summary button, located in the Side Bar area.


  • If the patient does not wish to have the clinical summary sent to their portal, press the button, located on the left side of the screen, called Patient Declined Summary.
  • Select all the sections, which you want to include in the patient's clinical summary report, in the next section:


  • If you do not want to include all the options in the clinical summary report, uncheck the Select All option to select the options you do want to include and then press the Refresh button to update the report.
  • Once you have selected everything to include in the patient's clinical summary, press the Send button at the top of the screen.
  • A confirmation message will be displayed at the top of the screen.


To export the patient's clinical summary

  • Go to the Advanced Progress Note screen.
  • Press the Patient Summary button, located in the Side Bar area.


  • Select all the sections, which you want to include in the patient's clinical summary report, in the next section:


  • Press the Export button, located at the top of the screen.
  • The following screen will be displayed:



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