Download Clinical Summary

Updated by Niki Budd

Downloading a Clinical Summary - 2.0

Video Tutorial:

00:00: Hi this is Nikki from healthy roster and this tutorial is going to show you how to download a clinical summary for a patient 00:07: To begin navigate to your patient profile then select the waffle icon in the right hand corner 00:14: Now select send clinical summary 00:17: You will then need to select the destination for your clinical summary you will see here that I only am able to download this document via a PDF you might also see the ability to link this to your external EHR or send this via eFax those two components will be additional for your account you will see them listed here if they are enabled select select to move forward 00:41: Now you will begin to select the parameters for your clinical summary the first that we need to set is for documents you can select to include all of your documents 00:50: Or you can select to include independent documents by checking their boxes 00:55: Now select next to Advanced 00:58: Now you will need to select the problems that you'd like to include within your clinical summary you can select to include all in their notes 01:06: Or independent problems and their notes 01:09: Select next to continue to advance 01:12: Now you will select the encounters you'd like to include again you can select to include all encounters and all notes 01:19: Or you can select to include independent encounters and their notes here you will see in all eligible toggle let's review what that means toggled on like you see in the image here where it is orange we'll show you encounters that are both problem and non-problem related if you toggle this off it will turn to a gray color that will then show only encounters that are related to the selected problems that you've wished to include with your clinical summary 01:48: Select next to advance 01:51: Now select the referrals you'd like to include you can include all and their notes 01:56: Or you can choose to select independent referrals and their notes as well you will note that all eligible toggle is available here as well toggled on will mean that referrals that are both problem and non-problem related will be able to be selected toggled off will show referrals that are related to the selected problems that you've chosen to include on your export 02:17: Select next to Advanced 02:20: Now you can select if you'd like to include all sets updates 02:24: Or if you'd like to select independent status updates and include their notes as well 02:29: Again you will click next to advance 02:32: You will now be able to apply a secondary filter to the notes that you've selected to include here you will see the note types that I have within my account your account of course will only show the note types that your admin have set up for your account if you do wish to exclude a certain type of note uncheck its box those that remain checked will be the only ones that show on the clinical export 02:54: You will now click next to advance 02:57: The final page prior to the creation of your clinical summary will ask you to confirm your submission this page will give you a general snapshot of all the items that you have selected to include on your clinical summary if you'd like to go back and make edits you can always do so by selecting the appropriate tab when you're ready select submit 03:16: The clinical summary can house a lot of data because of that it needs some time to compile that data correctly we have created a running job notification in the upper right hand corner when a job is running like it is here for my clinical summary generation you will see the icon has an orange badge to it 03:34: Clicking that badge will open up the jobs description 03:38: Once you're running job is complete the badge will turn to Green you will also notice and the lower left hand side a notification that your clinical summary is complete 03:48: As a reminder you can always click the badge to open up to view the notification 03:53: Click on the complete job badge your clinical summary will now download you'll also be navigated to your notifications tab if you'd like to download this later you can always navigate to your notifications Tab and select the three dots to the right of the clinical summary and select download 04:08: If you have questions or need more help please visit the help tab on your left navigation or reach us directly at help@healthyroster.com

Step-By-Step Tutorial:
  1. From the patient profile, select the waffle icon
  2. Select Send Clinical Summary
  3. Select the delivery method by clicking SELECT for the correct method
    1. Download as a PDF: Generate a downloadable PDF that you can send or store however you see fit
    2. Send to your linked External Health Record: We can send a C-CDA (standard clinical summary document) to any external EHR. This is helpful for streamlining care communication between doctors and providers working remotely.
    3. Send via eFax: Send a clinical summary directly via fax message. This can be sent to any fax number including insurers, doctors, or any other entity who might need the information.
      * If you are interested is learning more about linking to External Health Records or utilizing eFax email customersuccess@healthyroster.com
  4. Once you have selected your delivery method, you will set the parameters for your clinical summary
  5. Select the documents you wish to attach by checking each box or selecting Include All.
  6. Select Next to advance
  7. Now, select the problems you'd like to include. Note: once you select the problem, you will need to determine if you'd like the associated notes included; this selects all associated notes for this problem, and another note filter will apply before export.
  8. Select Next to advance
  9. Select the Encounters you'd like to include by selecting Include All or selecting each independently, you will also decide if you'd like to include notes
    All Eligible:
    Toggled ON (Orange): Shows encounters that are both problem and non-problem-related
    Toggled OFF (Grey): Shows only those encounters that are related to the selected problems
  10. Select Next to advance
  11. Select the Referrals you'd like to include by selecting Include All or selecting each independently, you will also decide if you'd like to include notes
    All Eligible:
    Toggled ON (Orange): Shows Referrals that are both problem and non-problem-related
    Toggled OFF (Grey): Shows Referrals that are related to the selected problems
  12. Select Next to advance
  13. Select the Status Updates you'd like to include by selecting Include All or selecting each independently
  14. Select Next to advance
  15. Now, you can further filter the included notes. Uncheck the notes you'd like to EXCLUDE from your Clinical Summary
  16. Select Next to advance
  17. Review your selection and select Submit
  18. Your submission will now prepare its generation. You will see a new notification bell with an orange badge letting you know your action is processing
  19. Once your Clinical Summary Generation is complete, the badge will turn to Green, and a notification will show on your screen
  20. To download your Clinical Summary click on the Badge or navigate to your Notifications Tab, and Select Download

Downloading a Clinical Summary - Legacy

Step-By-Step Tutorial
  1. Select the athlete you wish to download the clinical summary for
  2. Select Send Clinical Summary
  1. Select the delivery method
    1. Download as a PDF: Generate a downloadable PDF that you can send or store however you see fit
    2. Send to your linked External Health Record: We can send a C-CDA (standard clinical summary document) to any external EHR. This is helpful for streamlining care communication between doctors and providers working remotely.
    3. Send via eFax: Send a clinical summary directly via fax message. This can be sent to any fax number including insurers, doctors, or any other entity who might need the information.
      * If you are interested is learning more about linking to External Health Records or utilizing eFax email customersuccess@healthyroster.com
  1. Once you have selected your delivery method a new box will appear below with three tabs to review, the first being Injuries. Select/Select All injuries you wish to be on the clinical summary. Once completed select Next.
    1. As a note for injuries/treatments/documents to populate to the clinical summary, you must have an incident report tied to the injury. Also, only injuries with a selected Snomed code are eligible to be sent.
    2. If you chose to "Select All" this will include the injury as well as the Notes: SOAP Notes and Other Notes. If you individually select the item's and still wish to include the SOAP Notes and Other Notes you will have to open the drop down and select what you'd like to include.
  2. Select/Select All treatments you wish to be included, once completed select Next
  1. Select all documents you would like to send. Complete selection by selecting Send Clinical Summary
The supported document types for clinical export as well as eFax are: PDF, JPG, JPEG, PNG, GIF. If using a different file form, you will need to convert these to a supported type in order to send.
  1. Based upon your "send to" method your Clinical summary will now populate.

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