Medical Summary Component Reference

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  • Recent and Upcoming Appointments

    The Recent and Upcoming Appointments component, which can appear on the Medical Summary, Phone Notes, or any chart note, displays important information about a patient's appointments at your practice.
  • Reminders

    Use the Reminders box on the Medical Summary screen to note important patient issues that everyone who opens the chart should see.
  • Siblings Component

    The Siblings component includes a list of patient siblings and a button for opening their chart. It can appear on the Medical Summary, Phone Notes, or any chart note.
  • Confidential Notes and Other Confidential Fields

    Use the Confidential Information section on the Medical Summary screen to note private patient issues that should be hidden during casual chart review.
  • Family Medical History

    Use the Family Medical History component to chart medical history for family members.
  • History and Custom Note Fields

    The Medical, Family, and Social History components store and display relevant patient history. These chart-wide components can appear on the Medical Summary, Phone Notes, or any chart note protocol.
  • Medications

    The Medication History panel, on the Medical Summary screen, displays prescription information and medication history.
  • Problem List

    The patient Problem List is a list of patient issues. These items can be based on any diagnosis. On the Medical Summary screen, you can add or remove problems, and rearrange problems. The Problem List makes prominent patient issues clear to anyone who opens the chart.