Patient Summary in the Clinical Summary

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Providers and non-provider practice users with Clinical or Practice Super User access can generate a Patient Summary PDF.  

Generating a Patient Summary

To generate the patient summary, select PATIENT SUMMARY located in the top right corner of the patient’s chart. 

CS-PatientSummary.png
Please note

Up to four patient summaries can be requested at a time.

Opening the PDF

Once the Patient Summary is generated, a message that contains an “Open PDF” link will appear. 

To close the message, click the “X” in the top corner of the message.

CS-PatientSummary-Success.png

Click the “Open PDF” link and a separate browser will open.  View, download, or print the Patient Summary once opened.

CS-PatientSummary-PDF.png

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