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