How to Set Up the Patient Summary Page

The Patient Summary Page is the first screen you’ll see when opening a patient chart. It can be customized, so each person with their own username can configure what information appears and in what order, according to their role and personal preferences.  

Follow the steps below to set up and adjust your Patient Summary Page.

Steps to Set Up the Patient Summary Page

1. Access Summary Page Settings

• Navigate to the Manage Office tab.

• Under the User Section, click on Patient Summary Page Settings.

2. Add Panels to the Summary Page

• The screen is divided into three sections:
   – Available Panels (far left)
   – Selected Panels (Left)
   – Selected Panels (Right)

• Click to highlight a panel from the Available Panels list.

• Click either Select (L) or Select (R) to add the panel to the left or right side of the summary page.

• To remove a panel, highlight it from the left or right section, then click Unselect.

• Use the arrow buttons between and below the Selected Panels sections to rearrange the panels as needed.

Individual Panel Settings (Demographics and Vital Signs Only)

To customize specific data shown in the Demographics or Vital Signs panels:

1. Select Demographics or Vital Signs from the Panel drop-down menu.  

2. In the Individual Panel Fields section, highlight one or more options:

• Click to highlight a single item.

• Click and drag your mouse over multiple options.

• Hold CTRL (Windows) or CMD (Mac) to select non-contiguous items.

3. Click Select to move the items to the Selected Fields section.

4. Use the arrow buttons below to rearrange the selected fields.

Note: Always click Update before switching between panels in the drop-down list to save your changes.

List of Available Panels

Below is a list of panels you can include on your Patient Summary Page:

• Progress Notes/Encounter – Displays all encounters for the patient

• Demographics – Customizable demographic details (see above)

• History of Present Illness – Shows HPI entries from each encounter

• Past Medical History – Displays the patient’s medical history

• Past Surgical History – Displays surgical history entered in past encounters

• Alerts – Includes Alerts and Health Maintenance Alerts

• Medications – Lists active medications

• Lab Orders – Lists all lab orders created for the patient

• Allergies – Displays current allergies

• Vital Signs – Customizable vitals (see above)

• Problem List – Displays diagnoses

• Plan History – Shows plan details entered during encounters

• Lab Results – Displays lab results added to the patient chart

• Appointments – Lists current and past appointments

‍