Customizing the patient summary

Configure your patient summary to display exactly what you want to see

Updated over a week ago

You can configure the patient Summary of the patient chart to see exactly what you need to see and in the order that matters most for you. For each section in the summary, you can choose how many records to see (for example, see only the last 3 encounters). Any customizations you make are specific to your view, and won't affect other users' view.

📌 Note: Administrators can customize the clinic-wide settings and the default sections that appear in the summary from Settings > Patient > Summary Setting.


1. Open the patient chart.

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

mouse over summary button at top of the patient chart

By default, the sections configured for your clinic appear.

3. To expand a section, click the section header.

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

5. To change the order of sections, click the section header and drag it to the desired location. We recommend first folding the section.

6. To add a new section:

a) At the bottom of the window, click Add.

b) Select the section from the alphabetically sorted list. Alternatively search for and select a section.

c) Specify the options for the section, as shown in the table below, and then click Add.

💡 Tip: To edit the options for the section after it is added, click the gear icon ⚙️in the section's header.



Latest Record Length

Specify the number of records to display.

All Records

Select to display all records.

Auto Expand

Select to automatically expand the section in the summary.

Lab Results

In Lab Results folder, specify which lab result to display.

Show All Lab Result Items

Only for Latest Lab Results, shows both the most recent and historic lab results.

📌 Note: Latest Lab Results in Summery view is being discontinued. You should use Lab Results folder outside of Patient Data instead.

Only my encounters

If you include encounters, select whether to only display your encounter notes.

Show entire encounter

If you include encounters, select whether to display the entire contents of the encounter. When cleared, only the assessment and plan are displayed.

The section is added to the summary.

7. To delete a section, click the trash can icon.

8. Once expanded each section can be further customized.

a) Click the arrow next to the section to expand it. The section opens in a new row.

b) Click the settings (gear) icon to choose which columns to display. The available options depend on the section.

c) Click and drag the bar between columns to adjust column widths.

d) To sort the contents of the list, click a column header. Click the header again to reverse the sort. If the list contains more items than will fit on the page, use the scroll bar at the right to move up and down the list.

Updated July 31, 2023

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