You print a clinical summary for a client at the end of a service. If the patient declines the summary, you click the Client Declined button which ensures the effort to produce the summary is added to Meaningful Use statistics.
Display the client you want to work with.
a. To display a client, click the Open this Client drop down list .
b. Select the <Client Search> option.
The Client Search window is displayed. View field definitions.
Search for the client you want to print a clinical summary for. Tell me how...
When the client you want is displayed and selected, click the Select button.
The Client Summary page is displayed. View field definitions.
Notice that a Client tab is displayed to the right of the My Office tab. The tab displays the client's last name, first name and the client ID in parentheses. Notice that the client tab is dark blue. This indicates that the banners that are displayed are specific to client activities you can perform.
Select Services from the Client banners.
The Services (#) window is displayed. View field definitions.
Filter the list to determine the records that are displayed. Tell me how...
Click on the hyperlinked date of service in the DOS column.
The Service Detail page is displayed with the Service Detail tab active. View field definitions.
Click the print the clinical summary icon in the task bar.
The Clinical Summary window is displayed. Tell me how to View the Clinical Summary Document.
Notice in the Include Section, that all components of the clinical summary are listed and selected. If an option is selected, the information appears on the printed Summary.
To avoid including a component on the printed Clinical Summary, deselect the components you do not want included and click the Generate button to re-display the Summary with those components removed.
To print the Summary, click the Print button. Nothing happened. However, the print icon in the window does display a print dialogue window.
If the client declines a copy of the printed Summary, click the Client Declined button. Although you do not print a Summary for the client, the activity is counted in Meaningful Use statistics when you click the Client Declined button.
You can export the Clinical Summary to an .xml format file. To do this, click the Export button. The exported file is displayed in the download bar at the bottom of your screen.
Click on the download document icon to open the document.
When you click on the download document icon, the Print Summary window is closed and the Service Detail page is displayed.
When you are finished working with the Clinical Summary, click the Exit button in the top right corner of the window.