Patient Summary

The Patient Summary is the landing page for a patient’s essential information. It gives care and administrative teams a consolidated view of health status, upcoming work, and time-sensitive action items.

Unlike the Home application, which centers on the logged-in user, Patient Summary is dedicated to one patient.

User must have access to the Patient chart to view the Summary page.

Upcoming Appointments

The Upcoming appointments section displays the patient’s appointments.

• Select an appointment to open to view details of the appointment.
• Use the table link to open the patient’s full Appointments table.

Billing

The Billing section provides a read-only view of the patient’s outstanding balance.

Available actions and information can include:

• Review outstanding balance
• Pay invoices
• Review recent claims and invoices.

Available payment methods depend on configuration:

• Credit card: A payment modal will open when an integrated payment processesor is enabled.
• Cash: Record a cash payment.
• Check: Record the check number.

Chart snapshot

The Chart snapshot is intended to provide a concise view of clinically important patient information. The planned summary includes:

• Chronic conditions
• Surgical history
• Hospitalizations
• Allergies
• Current medications
• Immunizations
• The most recent set of vitals