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The Patient Summary Sheet replaces pulling the chart and shows all of the
recent patient notes, phone calls, prescriptions, tests, and identifies if
confidential or alert information exists. Initially, during the parallel
phase in period of the system it can be clipped to the chart. Later, as the
notes accumulate, the practice can make the decision to stop pulling the
physical chart. The savings become dramatic at that time.

This document, printed on both sides of the paper, REPLACES the chart that
is pulled for each visit within weeks of implementation. It shows a complete
picture of the patient and is a place for the doctor to write notes prior to
dictating them.
These can be printed for all patients due to arrive the next day. The whole
process takes only a couple of minutes. Compare that to the amount of time
most practices take to pull charts. Worse, if the charts aren’t properly
filed, it takes even longer.
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