The following steps can be used to create a preliminary Visit Summary Report for a future patient visit. Doing so can be useful if you'd like to start compiling information for the patient in advance of the visit. This can only be used for future visits that the LMR detects for your practice.
1. If you haven't already, go to the Schedule module and select the date of the future visit.
2. Right-click the name of the patient to display a menu, and click Print Visit Summary Report. The LMR displays a preliminary visit summary report. Note that additional information will be associated with this future visit and included with the visit summary report when completed following the actual visit.
3. If desired, you can begin to include patient comments or educational materials you intend to provide. (You can preview educational materials by clicking the link.) You can later update this information, if appropriate.
4. To change the type size of displayed
and printed reports, click icons (
,
, or 
).
5. Click a button to save the report as Preliminary. To avoid having the report prematurely sent to Patient Gateway, do not click Send to PG or Send to PG, Print.
Important:
Information from LMR reports is confidential material and must be
handled and disposed of appropriately.