• Press the Patient Summary button in the Advanced Progress Note screen. 
  • The following screen will be displayed:



  • If patient does not want to receive the clinical information, press the Patient Declined Summary located in the left side of screen. 
  • Select all the sections you wish to include in the patients health summary in the following area:

  • If you do not want to include all options in clinical summary report, un-check the Select All option and add all the options you wish to include and then press thebutton to update report. 
  • After selecting all options to be included, user can print summary, sent to patient or export patients summary report.



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