Clinical Summary

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This webcast will compare and contrast each of the available Clinical Summaries: RTF, CED, and Structure Note Output. We will demonstrate the available settings related to utilizing the clinical summary, as well as reviewing certain considerations during such setup.


Delivered 10/26/2012: Download slideshow

Q & A

Q: We are on 11.2.3 HF 4 and since that upgrade, the patient's pharmacy no longer prints on the CED which, by the way, is called Visit Summary, as well, since the change. IS there a way to force the pharmacy info to print again? Allscripts says no.

A: No, at this time there is no way to get this to print until Allscripts adds in a fix for it.

Q: Is it accurate that the RTF cannot be used with a patient portal?

A: Yes, that is accurate. Only the CED and the Structured notes can be sent to the patient portal at this time.

Q: If a patient declines the communication, would the people that print the CS know the pt doesn't want it? Would the icon show up?

A: Yes, once a patient is marked as declined in the patient profile the CS column will display NA to indicate that no clinical summary is wanted for that patient.

Q: We are not seeing the histories in our CED Clinical Summary (HPI, PMH, Soc Hx and Family Hx), is there a specific setup/configuration needed for these items to show?

A: Currently being researched.

Q: Can clinical summaries be invalidated?

A: Yes, follow the steps below:

  1. Create RTF/CED Clinical Summary.
  2. Select Clinical Summary from ChartViewer.
  3. Click New Task button.
  4. Send a Go To Note task to someone.
  5. Go to Current Pt – Active task list.
  6. Double-click Go TO Note task.
  7. Click Req Corr button.
  8. Click Invalidate Checkbox then click OK.
  9. Go back to Current Pt – Active Task List.
  10. Double-click the Req Note Admin task
  11. Click the Invalidate button.
  12. Click OK.
  13. Confirm duplicate Clinical Summary no longer displays in ChartViewer.

Q: Which Clinical Summary do you recommend and why?

A: The RTF is probably the most user friendly for both the clinics and the patients. The patients like this format as it is easy to read and follow and includes the encounter information. Where the CED includes information about the entire patient record, making it longer and in some cases confusing for the patients. The RTF is clean, simple with clearly defined sections.

Q: Who should give the clinical summary to the patient and why?

A: It is recommended that either the nurse of the physician give this to the patient. Reviewing it with the patient and pointing out the pertinent items such as testing that they needs to schedule or that you have scheduled for them as well as future appointments for follow up visits and medication changes, will make the document more valuable and meaningful to them. This is the same process that ER's and Hospitals have been using for years and it really helps the patients understand what is expected of them.