The Patient Tab > The Patient Summary > Customizing the Patient Summary View

Customizing the Patient Summary View

The first time that you access the patient summary, all of the available summary views display based upon your organization’s level of service. See the tables below for a complete list of sections, including which column (left or right) the section is originally positioned in based upon the organization’s level of service.

Care360 Labs & Meds Organizations

Left Column	Right Column
Recent Requisitions/Recent Tests Displays a list of the most recent lab results for the patient, arranged either by requisition or test.	Patient Tasks Displays a list of all general tasks, patient contact reminders, and order tasks with a New, Pending, Completed, or Retracted status that contain a reference to the patient.
	Sent Messages/Received Messages/Sent Faxes Sent Messages displays a list of clinical messages that reference the patient and have been sent by the logged in user. Received Messages displays a list of clinical messages that reference the patient and have been received by the logged in user. Sent Faxes displays a list of clinical faxes that reference the patient and have been sent by any user in the organization. Direct messages are also displayed.
	Comments Displays any notes that have been recorded for the patient, such as specific patient needs.

Care360 ePrescribing Organizations

Left Column	Right Column
Allergies/Adverse Reactions (Active) Displays a list of active allergies/adverse reactions that have been recorded for the patient.	Patient Tasks Displays a list of all general tasks, patient contact reminders, and order tasks with a New, Pending, Completed, or Retracted status that contain a reference to the patient.
Medications (Active) /All Supplies Medications (Active) displays a list of the medications that have been prescribed for the patient and are still active, medications reported by the patient (and listed as active), or medications (including vaccinations) administered in office (and listed as active) and All Supplies displays a list of supplies that have been prescribed for the patient.	Sent Messages/Received Messages/Sent Faxes Sent Messages displays a list of clinical messages that reference the patient and have been sent by the logged in user. Received Messages displays a list of clinical messages that reference the patient and have been received by the logged in user. Sent Faxes displays a list of clinical faxes that reference the patient and have been sent by any user in the organization. Direct messages are also displayed.
Vaccinations (Recent) Displays vaccinations that have been administered to the patient or reported by the patient.	Comments Displays any notes that have been recorded for the patient, such as specific patient needs.
Recent Requisitions/Recent Tests Displays a list of the most recent lab results for the patient, arranged either by requisition or test.

Left Column

Right Column

Allergies/Adverse Reactions (Active)

Displays a list of active allergies/adverse reactions that have been recorded for the patient.

Patient Tasks

Displays a list of all general tasks, patient contact reminders, and order tasks with a New, Pending, Completed, or Retracted status that contain a reference to the patient.

Medications (Active) /All Supplies

Medications (Active) displays a list of the medications that have been prescribed for the patient and are still active, medications reported by the patient (and listed as active), or medications (including vaccinations) administered in office (and listed as active) and All Supplies displays a list of supplies that have been prescribed for the patient.

Sent Messages/Received Messages/Sent Faxes

Sent Messages displays a list of clinical messages that reference the patient and have been sent by the logged in user. Received Messages displays a list of clinical messages that reference the patient and have been received by the logged in user. Sent Faxes displays a list of clinical faxes that reference the patient and have been sent by any user in the organization. Direct messages are also displayed.

Vaccinations (Recent)

Displays vaccinations that have been administered to the patient or reported by the patient.

Comments

Displays any notes that have been recorded for the patient, such as specific patient needs.

Recent Requisitions/Recent Tests

Displays a list of the most recent lab results for the patient, arranged either by requisition or test.

Care360 EHR Organizations

Left Column	Right Column
Problems (Active) Displays any problems that have been recorded for the patient such as diseases, ailments, or chronic conditions.	Recent Vitals Displays the latest set of vitals for the patient.
Allergies/Adverse Reactions (Active) Displays a list of active allergies/adverse reactions that have been recorded for the patient	Notes in Progress Displays a list of encounter notes for the patient that are not yet finalized and signed.
Medications (Active)/All Supplies Medications (Active) displays a list of the medications that have been prescribed for the patient and are still active, medications reported by the patient (and listed as active), or medications (including vaccinations) administered in office (and listed as active) and All Supplies displays a list of supplies that have been prescribed for the patient.	Clinical Notes Displays a list of uploaded documents, electronic documents, and finalized encounter notes for a patient.
Vaccinations (Recent) Displays vaccinations that have been administered to the patient or reported by the patient.	Recent Radiology Results/Radiology Orders Radiology Results displays a list of the most recent uploaded or electronically received radiology results for the patient and Radiology Orders displays in progress, cancelled, and finalized radiology orders.
Recent Requisitions/Recent Tests Displays a list of the most recent lab results for the patient, arranged either by requisition or test.	Diagnostics Displays a list of the most recent uploaded or electronically received diagnostics results for the patient.
Past Medical History/Pregnancy History/Menstrual History Past Medical History displays active past medical history recorded for the patient. Pregnancy History displays a list of information in regards to a patient’s previous pregnancies. Menstrual History displays a list of information in regards to a patient’s menstrual history.	Other Documents Displays a list of uploaded documents or electronic documents for the patient.
Surgical History Displays active surgical history recorded for the patient.	Patient Tasks Displays a list of all general tasks, patient contact reminders, and order tasks with a New, Pending, Completed, or Retracted status that contain a reference to the patient.
Social History Displays active social history recorded for the patient.	Sent Messages/Received Messages/Sent Faxes Sent Messages displays a list of clinical messages that reference the patient and have been sent by the logged in user. Received Messages displays a list of clinical messages that reference the patient and have been received by the logged in user. Sent Faxes displays a list of clinical faxes that reference the patient and have been sent by any user in the organization. Direct messages are also displayed.
Family History Displays any family history recorded for the patient.	Comments Displays any notes that have been recorded for the patient, such as specific patient needs.
	Implantable Devices (Active) Displays a list of active implantable devices that have been recorded for the patient.

Left Column

Right Column

Problems (Active)

Displays any problems that have been recorded for the patient such as diseases, ailments, or chronic conditions.

Recent Vitals

Displays the latest set of vitals for the patient.

Allergies/Adverse Reactions (Active)

Displays a list of active allergies/adverse reactions that have been recorded for the patient

Notes in Progress

Displays a list of encounter notes for the patient that are not yet finalized and signed.

Medications (Active)/All Supplies

Clinical Notes

Displays a list of uploaded documents, electronic documents, and finalized encounter notes for a patient.

Vaccinations (Recent)

Displays vaccinations that have been administered to the patient or reported by the patient.

Recent Radiology Results/Radiology Orders

Radiology Results displays a list of the most recent uploaded or electronically received radiology results for the patient and Radiology Orders displays in progress, cancelled, and finalized radiology orders.

Recent Requisitions/Recent Tests

Displays a list of the most recent lab results for the patient, arranged either by requisition or test.

Diagnostics

Displays a list of the most recent uploaded or electronically received diagnostics results for the patient.

Past Medical History/Pregnancy History/Menstrual History

Past Medical History displays active past medical history recorded for the patient. Pregnancy History displays a list of information in regards to a patient’s previous pregnancies. Menstrual History displays a list of information in regards to a patient’s menstrual history.

Other Documents

Displays a list of uploaded documents or electronic documents for the patient.

Surgical History

Displays active surgical history recorded for the patient.

Patient Tasks

Displays a list of all general tasks, patient contact reminders, and order tasks with a New, Pending, Completed, or Retracted status that contain a reference to the patient.

Social History

Displays active social history recorded for the patient.

Sent Messages/Received Messages/Sent Faxes

Family History

Displays any family history recorded for the patient.

Comments

Displays any notes that have been recorded for the patient, such as specific patient needs.

Implantable Devices (Active)

Displays a list of active implantable devices that have been recorded for the patient.

If you do not want to regularly view all of the sections, or if you want to move sections from one side to another, you can customize the patient summary. Any customizations that you make can be changed at any time without impacting patient information that is available within those sections.

Note: Users assigned the Provider, Clinician, or Clinical Office Staff role can customize the patient summary.

Customize the Patient Summary View