The Patient Summary provides an overview of the patient's file. A common use for the Patient Summary document is patient check-in. The practice provides a printed copy of the Patient Summary and allows the patient to make changes to the document as needed. The document includes:
- Demographics
- Insurance
- Accounting
- Schedule information
The Patient Summary can be printed by:
- In the patient's file, click the print icon located in the patient's file header.
- In an opened encounter, click the print icon located in the encounter header.
- In the Schedule module, click the print icon and select Patient Information. This option will print Patient Summaries for all patients with an appointment displayed in the schedule being viewed.