Clinical Summary

In Patient Chart, the Clinical Summary for Snappy patients will have the categories of: Medications, COVID-19, Treatment, Vaccines, Allergies, Notes, and Patient History.  The data displayed is read-only.  To add, update, or remove any of the data under this tab, the patient’s DaVita care team must be contacted.  

Medications data for the patient is available.  The patient’s active medications list from Snappy and MedCheck is the default display.  The list will include both treatment and home medications.  To view all medications, active and inactive, select the All button.  The inactive medications will appear in a lighter grey color and will be in italics. 

NOTE: If a non-treatment medication was e-prescribed through OneView, you may see duplicate records for that medication in this list with varying dates. Please refer to the version designated as “Entered by Care Team Member” for accurate dates for the prescription.

COVID-19 status and event data that a DaVita care team member entered into the Risk Event Management system (REM) are accessible.  An initial form is completed by the care team with the patient’s status and symptom information.  As updates occur, follow-up records are entered.  The initial entry and up to three of the most recent follow-up records of the patient’s COVID-19 status and event details will display.

A message located above the patient’s COVID-19 event records will include when the information was last updated from the REM system and to contact the DaVita care team if there is new or different information about the patient’s COVID status.  A message stating that there is no information will appear for patients with no COVID-19 status information.  The status information is pulled from REM every hour.

Treatment data for the patient, such as primary diagnosis, modality, dialysis start date, first day of dialysis ever, height, weight, BMI, access information, dialysis schedule, target weight, and treatment time can be referenced in this section in order to provide quality care and make informed medical decisions.  If a patient is designated as being part of a clinical study, a link is available to obtain the study details.  

The Treatment Details section includes links to the last delivered treatment.  Treatment dates can be viewed by hovering over the days of the week on the treatment details link.  If more than one treatment type has been provided within the last 5 dates of service, then details from those various treatments are available as a separate treatment details link.

To view details regarding the patient’s dialysis prescription, click on the treatment details link.  All data is read-only and retrieved from Snappy.  To update a patient’s dialysis prescription, please contact the patient’s DaVita care team.

Allergies will be visible for the patient when entered in Snappy.  “No Allergies have been documented for this Patient” displays if no allergies are entered for the patient.  “Patient Has No Known Allergies” will display for the patient with no known allergies.  

Vaccines administered in a DaVita clinic will be provided to show the patient’s vaccination history within the last two years.  The vaccine name and date given will display with the most recent one listed first.

Notes contain OneView and Falcon Silver notes created for the patient.  The notes list will include all finalized and in progress notes that were created in OneView, but only the finalized notes from Falcon Silver.  The list defaults to the past 60 days of active notes but can be changed by selecting the dropdown to chose the past 6 months, year, or 2+ years or by selecting the Show Inactive checkbox.

The note detail will include the note type, date of the encounter, the physician who created the note, and note status.  Encounters marked as having a completed H&P will show the HP indicator next to the encounter note type.  Hover over the note to reveal the actions you can take on that note. 

NOTE: Only finalized Falcon Silver notes are visible within OneView.  These notes can be viewed by using the view PDF icon and cannot be modified or deactivated from OneView. 

The pencil icon is available to edit or amend the notes that are not older than 90 days from today's date.  Only the note creator can edit and finalize the note.

Patient History contains the patient’s medical, surgical, social, and family history along with the date it was last updated.  History types with no history information will be blank.

To edit history:

Step 1: Select the appropriate history

Step 2: Click the Edit History icon

Step 3: Enter Comments

Step 4: Click the Save button

NOTE: The history information entered will also pre-populate into the History section of the encounter note.


The provider can add or modify allergies for a CWOW patient in the Clinical Summary tab.  A list of the patient’s current allergies will be visible for each patient.  “No Allergies have been documented for this Patient” displays if no allergies are entered for the patient.  The “Document No Known Allergies” button can be used to document that the patient has no known allergies.  

To add an allergy, select Add Allergy

Enter the appropriate allergy information and then select Add Allergy.

The list of allergies are categorized between active and inactive allergies.  The list within either category will be sorted by severity, with the most severe allergies listed at the top.  The allergen is displayed followed by the class in parentheses. 

To view more details about the allergy, such as reactions, source and onset date, click the arrow located to the left of the allergy name.  If an allergy has been inactivated, the reason for inactivation (inactive or entered in error) will also be displayed when viewing the additional details.

To edit the allergy, select the appropriate allergy and then select Edit.  The allergy can be modified or removed.  To remove, select the Remove Allergy. Select your reason for removing the allergy and then click Remove.

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