What can I edit on the patient summary?

The Patient Summary provides an overview of the patient's file and can be edited by:

• Including or excluding the patient's benefits information. Note: Access Patients > search for and open a patient > Insurance > open an insurance company > Patient Benefits.
• Including or excluding a section for Additional Information.
• See Example

Instructions

Changes made to the Admin settings affect the patient summary of all patients; they cannot be individually edited.

Patient Benefits

1. Access Admin > General > Practice Preferences > Additional Preferences > Patients > Patient Summary > Include patient benefits.
2. Click 'Yes or No' as appropriate.
3. Click 'Save.'
4. Log out and log in to see the changes associated to the setting.

Additional Information

1. Access Admin > General > Practice Preferences > Additional Preferences > Patients > Patient Summary >Additional message.
2. Input text for the message.
3. Click 'Save.'
4. Log out and log in to see the changes associated to the setting. 

    

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