Navigating the patient summary

The patient summary or cumulative patient profile (CPP) summarizes important information about the patient. The summary appears when you open a patient chart and may show the following sections, depending on how you configured your summary. It is a great way for providers to navigate a patient chart. The patient summary remains visible when you are within an encounter.

Section	Description
Active Medications	The patient's current medications.
Admin Notes	Any important notes added to the patient chart.
Allergies	The patient's allergies.
Appointments	The patient's recent appointments.
Care Team	People involved in delivering care to the patient.
Encounters	Most recent encounter notes.
Family History	Medical history of the patient's family.
Files	Documents and files that were saved in the patient chart.
Forms	Forms that were added to the patient chart.
Goals of Care	The patient's health goals.
Injections	The patient's immunizations.
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.
Messages	Messages related to the patient.
Patient Data	The patient's demographic data, vitals, and any custom patient data that you configured in your sytem. You can select which data to display in the summary.
Referrals	Referrals for the patient.
Risk Factors	The patient's risk factors.
Surgical History	The patient's surgical history.

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 summary view, at the bottom of the window, click Print.

Updated April 8, 2021