View & print the Summary
- If you haven't already:
- Click Referrals Received on the main menu.
- Click the patient name to select a case.
- If you've moved off of the Referral Management view, click manage.
Viewing & printing the summary
- Click ⋮ in the upper right of the referral info card (insurance, hospital service,
need, Progress and Case Owner), and then click the
Summary option on the menu. -
The document opens in a popup window. Click
to print a copy. Click 
to save a copy. -
Click × to close the popup.
Summary information
- The Summary includes patient and referral information, including the face sheet information from Referral Details; the case status at the time the summary was generated; the checklist; all communications; electronically signed office notes and physician's review and admission determination notes. (Please do not confuse this Summary with the Referral Summary provided by the sender, which if sent is available in the Referral Details.)
-
Every page includes a footer with "Extracted from the Legal Health Record and printed on " and the date and time stamp, plus "Mass General Brigham Incorporated Clinical data printed from 4NEXT - Confidential" and the page number and page count.
- The Summary of the referral is included in the documents that are saved in the Mess General Brigham Home Care Condensed Referral and full referral saved to SFA, and the sweep for Spaulding Cape Cod.
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