Navigating the patient summary

The patient summary of the patient chart summarizes important information about the patient. It is a great way for providers to navigate a patient chart. The patient summary remains visible when you are within an encounter. The summary appears when you open a patient chart and shows the following sections by default. You can personalize your summary view. Refer to Customizing the patient summary.

Section	Description
Encounters	Most recent encounter notes.
Files	Documents and files that were saved in the patient chart.
Messages	Messages related to the patient.
Patient Data	The patient's demographic data, vitals, and any custom patient data that you configured in your system. You can select which data to display in the summary.
Lab Results	The patient's most recent lab results. You can select which results to display in the summary.
Medical History	The patient's medical history.
Social History	The patient's social history.
Surgical History	The patient's surgical history.
Family History	Medical history of the patient's family.
Obstetrical Care	The patient's obstetrical history (GTPAL).
Active Medications	The patient's current medications.
Allergies	The patient's allergies.
Appointments	The patient's recent appointments.
Embedded views	You can see various embedded views here like lab results, Framingham scores, preventative care items.

The following sections are hidden by default. You can add them to your summary view. Refer to Customizing the patient summary.

Admin Notes	Any important notes added to the patient chart.
Care Team	People involved in delivering care to the patient.
Forms	Forms that were added to the patient chart.
Goals of Care	The patient's health goals.
Injections	The patient's immunizations.
Referrals	Referrals for the patient.
Risk Factors	The patient's risk factors.

Steps

1. Open the patient chart.

2. At the top of the chart, click the Summary icon.

3. To expand a section, click the section header. To collapse or fold the section, click the header again.

4. To view details about a section and add or edit items within the section, click the details arrow on the right side of the header.

5. To print what appears on the patient summary, at the bottom of the window, click Print.

Updated May 2, 2025