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 view before their Initial Appointment.

Locating the Summarize Feature in the Appointment

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

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

Important Note: Summarizing an intake form will take five credits. Practitioners can copy and add the summary to their clinical notes or delete it.

Locating the Summarize Feature in the Patient Profile

You can summarize any Form from the Patient Profile.

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

Important Note: Summarizing an intake form will take five credits. Practitioners can copy the summary and add it to their clinical notes or delete it.

Locating the Summarize Feature in the Appointment

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

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

Important Note: Summarizing an intake form will take five credits. Practitioners can copy and add the summary to their clinical notes or delete it.

Locating the Summarize Feature in the Patient Profile

You can summarize any Form from the Patient Profile.

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

Important Note: Summarizing an intake form will take five credits. Practitioners can copy the summary and add it to their clinical notes or delete it.

Enforcing Mandatory Intake Form for New Patients

Managing Form Automation

Adding Agreements to Patient Profiles

Creating Custom Question Types on Your Forms

Resending a Form to a Patient

Viewing Current Forms from an Appointment

Using a Sensitive Areas Consent Form

Adding a Guardian's or Parental Signature to an Agreement

Setting up an Additional Form

Mark as Required, Auto-Pin or Auto-Snapshot Custom Question

Locating the Summarize Feature in the Appointment

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

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

Important Note: Summarizing an intake form will take five credits. Practitioners can copy and add the summary to their clinical notes or delete it.

Locating the Summarize Feature in the Patient Profile

You can summarize any Form from the Patient Profile.

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

Important Note: Summarizing an intake form will take five credits. Practitioners can copy the summary and add it to their clinical notes or delete it.