• Navigate to the Appointments screen.

  • Please select the patient whose treatment summary you wish to review. Note that the summary can only be viewed if the provider has created and closed a progress note.

  • After making your selection, click the View Orders button located at the top of the screen.

  • Choose the View Orders option.


  • The following screen will be displayed: 


  • To view detailed information provided to the patient, click on the View button located in the Handouts section after making your selection.

  • The information will be shown in the Detail section.


  • To print the handouts provided to the patient, select them and click on the Print button located at the top of the screen.


  • The orders will be automatically displayed for printing.



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