This Quick Reference Guide is intended for: Practices that want to provide their parents/patients information on how to access the Clinical Summary on the Patient Portal. The Clinical Summary includes a combination of Chart data as well as Encounter-specific data, such as diagnoses and Patient Instructions. This is especially useful for practices that either do not share Patient Exit Notes to the portal or who do share Patient Exit Notes but do not include Patient Instructions.
It contains: Steps a parent will take to access a patient's Clinical Summary in the portal.
Sharing of this Help Center article link with parents is strongly discouraged. Use the Sharing Instructions below to share the content with your parents.
Sharing Instructions: Start by clicking the Click here link below to open the PDF. Then, proceed with the sharing options.
The content in the PDF is subject to change. We recommend that you visit the Help Center article periodically to ensure that you are providing your parents with the most up-to-date resources.
This content was last updated on 3/19/2021.
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