Using a Document Design to Print a Clinical Summary

This lesson will describe how to use a document design to print a clinical summary as required by meaningful use.

*REQUIRED FOR MEANINGFUL USE: CLICK HERE TO VIEW THE MEANINGFUL USE ROADMAP

- Clinical Summaries

Using a Document Design to Provide a Clinical Summary

Using a Document Design to Provide a Clinical Summary

The command to indicate the a Clinical Summary was provided to the patient, must be placed on the proper Document Design.

To do this:

1. Click on Tools

2. Click on Document Designer

File > Available Designs

File > Available Designs

1. Click on File

2. Click on Available Designs

 

Selecting the Desired Design

Selecting the Desired Design

1. Click to highlight the design that includes the Summary and SOAPnote information

2. Click Ok

Inserting the Command

Inserting the Command

1. Place the cursor on the design. The location of the cursor and subsequent command is not important as the command runs in the background and is not visible when the design is printed.

2. Click on Data Items

3. Click on Macros

4. Click on Clinical Summary Provided

The Command

The Command

The command will not appear on the design.

Saving the edit

Saving the edit

1. Click on Close

2. Click Yes

Clinical Summary

There are two ways to provide a Clinical Summary for a patient; CCR document and using a Document Design.

Both methods will be reflected in the MU Patient Dashboard and Meaningful Use Dashboard.

To view the CCR method, please see: Clinical Summaries for Each Office Visit.