Understanding your Clinical Summary
Written by Amelia Boyer
Updated at February 10th, 2025
Table of Contents
Understanding your Clinical Summary
This tutorial is to help you understand the view of the Clinical Summary. Remember that no two clinical summaries will be the same as they are independent of the patient, the information logged for the patient, and the information selected to be included.
Video Tutorial:
Step-By-Step Tutorial:
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Clinical Summary Header: This section will show you when and by whom the Clinical Summary was created. This will also show the organizations associated.
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Demographics: This section will show all information stored on the patient details tab. N/A will show for blank fields.
- Problems: Problems selected to be included will show in a start-to-finish order. Within each problem, if you've selected to include Incident Reports, Referrals, Encounters, and all associated notes, they will show grouped together. If you've included more than one problem, the next problem will be shown below.
Note: Background questions will not show unless you've included them in your notes. We suggest adding background questions to your note templates or inserting them via the token menu.
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Non-Problem Related Encounters: Encounters you've selected to include that are not associated with a problem.
- Documents: Lastly all documents will show