Create a Patient Summary

The Patient Tab > The Patient Summary > Patient Communication > Create a Patient Summary

Create a Patient Summary

1 View a patient’s summary; for instructions, see Accessing a Patient Summary.

2 Verify that you can create a patient’s office visit summary. If a patient has not completed their MyQuest registration, then the Patient Portal Link: Requested status appears in the Patient Communication list.

If the patient’s status is Requested, continue to the next step to create an office visit summary; however, the patient’s office visit summary will remain queued until the patient finishes the registration process.

3 Click Patient Communication > Patient Portal Link > Create Summary.

4 In the Office Visit Date box, specify a date to identify the encounter note that is related to the office visit for which you are providing information to the patient.

5 Select the Meaningful Use Compliant Quick Select check box to automatically attach a portion of the patient’s data.

Attached data includes visit details for the specified office visit (reason for visit, vitals, in office procedures, plan of care, goals and instructions, patient clinical instructions, future scheduled appointments, education materials, referrals, pending diagnostics, and future scheduled tests), the most recent active smoking status, all active problems and allergies, all active medications, all active and refused vaccinations, and labs (tests, results and values) with a result date within seven days of the specified office visit.

Caution! The Visit Details tab allows you to select specific items in the encounter note that you want to disclose to the patient, but if you also select the encounter note for this visit from the Clinical Notes tab, you also provide the patient with all information in the PDF version of the encounter note.

6 If there is information that you do not want disclosed to the patient due to legal or medical reasons, do the following:

a Select the Information withheld due to potential harm to the patient check box.

b Type the reason why this information is not being disclosed in the Reason box.

c Clear the check box(es) next to the appropriate data on any of tabs (if you previously selected the Meaningful Use Compliant Quick Select or the Quick Select check box.

7 From the Visit Details, Labs, Problems, Allergies, Medications, Radiology Results, Patient History, Diagnostics, Clinical Notes, or Other Documents tabs, select the check box next to each data item that you want to print, or select the check box in the column heading to select all data items listed for the category. Some tabs support filtering, so you can browse only certain subsets of clinical data.

Caution! If you selected the Meaningful Use Compliant Quick Select check box, removing data items on any of these tabs can negatively impact your Meaningful Use metrics if you have not selected the Information withheld due to potential harm to the patient check box.

If you have selected problems which either have a missing SNOMED code or have not been reviewed (indicated by ), you will be reminded to review the problem and assign the appropriate SNOMED code. To do this, exit the Print Clinical Attachments dialog box, click Patient Visit > Problems, and then click the icon to review and verify the SNOMED codes and descriptions. When the Edit dialog box appears, make any necessary changes and then click Save.

8 From the OB tab (if it is visible), select the Include Antepartum Package check box to include OB data and/or additional clinical data in an antepartum report and then do the following:

a Enter a date range at Start and End.

The date range for an antepartum report cannot exceed one year.

b Select or clear the check boxes to indicate which clinical data to include in the report.

9 Click Create.