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Attach a Copy of the Summary to the SOAPnote

Q: How do I attach a copy of the Summary to the SOAPnote?

1.  Open the Patient Chart

Open the patient's chart using the Chart Rack.

2. Open the Summary and SOAPnote

2. Open the Summary and SOAPnote
  1. Click the Summary tab to view the patient's Summary.
  2. Click the SOAP Notes tab to view the patient's encounters.

*Note: If the Summary or SOAP Notes tabs are not visible in the chart, open them using the Chart Navigator.

3. Send Copy to Encounter

3. Send Copy to Encounter

Right click on the Summary tab and select Send Copy to Encounter.

4. Add the Task Item

4. Add the Task Item

Customize the Task Info and Docutainer Info as desired, then click Add.

PDF Copy of Summary

PDF Copy of Summary

A PDF copy of the patient's summary has been created and attached to today's SOAPnote.