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
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
1. Click on File
2. Click on Available Designs
Selecting the Desired Design
1. Click to highlight the design that includes the Summary and SOAPnote information
2. Click Ok
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 will not appear on the design.
Saving the edit
1. Click on Close
2. Click Yes
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.