Understanding the Summarize Feature

A Summarize button will appear once your Patient has completed an Intake Form. The Summarize feature condenses the information in the Intake Form and highlights essential aspects of the Patient's health history for you to review before their Initial Appointment. It's important to understand that the summarize feature is AI-based and not always perfect, so you can summarize the forms as many times as you would like. Summarizing an intake form will take five credits. Practitioners can copy and add the summary to their clinical notes or delete it. If a Practitioner copies the summary and pastes it into their notes, they can edit it.

Locating the Summarize Feature in the Appointment

You can summarize any Form from the Patient's appointment. Here's how:

1. Go to Calendar.
2. Select the Appointment.
3. Once a Form is completed, the Summarize Button will appear beside the completed form.
4. Once summarized, a View Summary button will appear.

Locating the Summarized Feature in Your Clinical Note

You can summarize any form from your Clinical Note as long as your notes have the form widget.

1. Go to Calendar.
2. Select the Appointment.
3. Click on Add Note and open the note.
4. Under the Form section, you can summarize the form using the Summarize button or the Review button.
5. Once summarized, a View Summary button will appear. You can also see the summary through the Review Button.

Important Note: Click the Review Button or the View Summary button to copy your summarized form and add it to your clinical notes. However, if you click the View Summary button, you would also need to click View Full Summary to be able to copy it.

Locating the Summarize Feature in the Patient Profile

Here's how you can summarize any Form from the Patient Profile:

1. Search Patient.
2. Go to Forms (left sidebar).
3. Click Summarize (right side) on a completed form.
4. Once the summary has been completed, a View Summary button will appear.

Locating the Summarize Feature in Snapshots

Here's how you can summarize any Form from the Patient Snapshots view:

1. Search Patient.
2. Go to Snapshot (left sidebar).
3. Click Review Forms (top right).
4. Click Summarize Form.