Creating a Custom Visit Summary

1.   If you haven't already, go to the Visit Forms option from the Custom menu.

2.   Click the Visit Summary filter.

3.   Click Add New to display the Custom Visit Summary builder screen. The LMR displays the layout of the LMR-supplied default Visit Summary report.

4.   Customize the form by doing any of the following:

• Enter a name in the associated field at the top of the screen.

• Enter a description (to display in the list of custom reports).

• Change the font size by clicking one of the associated icons ( ).

• To remove a section, click to deselect the check box to the left of the section name. Note that you cannot remove the following sections: Your Medication List, Your Allergy List, Your Conditions, or Your Test Results. These sections are required by Meaningful Use criteria.

• To customize the Introduction section, click the associated Customize link. For details, click here.

  a.   Edit the section name.

  b.   Select the number of blank lines before the Form title

  c.   Edit the form or title and practice introduction.

  Note: %CLINICNAME% is a coded entry. You can retype "%CLINICNAME%" to display the coded entry. Additionally, if you wish to include the patient address in a format that can be used with a window envelope, type "%PATIENTINFO%."

  d.   You can add introductory text in both English and Spanish. Spanish text is only included if the "Include Spanish" check box is selected and the Visit Summary Report (VSR) is individually printed or sent to Patient Gateway via:

  • Reports > Visit Summary Report

  • Popup > Visit Summary Report

  • Right-click > Print Visit Summary Report

  Spanish text is not included when the VSR is automatically sent to Patient Gateway or generated through background printing options, such as:

  • Desktop > Schedule > Print Reports

  • Desktop > EOV

  • Patient Chart > EOV

  Note: If you add English introductory text for any section, that text is included in the VSR regardless of how it is printed or sent to Patient Gateway.

  e.   Click the associated check box to insert a page break after the section.

  f.   When you are finished click Save.

• To customize any other section, click the associated Customize link. For details, click here.

  You can add introductory text in both English and Spanish. Spanish text is only included if the "Include Spanish" check box is selected and the Visit Summary Report (VSR) is individually printed or sent to Patient Gateway via:

  • Reports > Visit Summary Report

  • Popup > Visit Summary Report

  • Right-click > Print Visit Summary Report

  Spanish text is not included when the VSR is automatically sent to Patient Gateway or generated through background printing options, such as:

  • Desktop > Schedule > Print Reports

  • Desktop > EOV

  • Patient Chart > EOV

  Note: If you add English introductory text for any section, that text is included in the VSR regardless of how it is printed or sent to Patient Gateway.

• To customize the Patient Educational Materials section to display only the documents relevant to your practice, click Customize. Click the check boxes, as appropriate.

• To add a new section, click Add New Section. For details, click here.

  a.   Type the section name.

  b.   Select the section after which the new section will be placed.

  c    Add a new question by clicking the Add New Question link. For details, click here.

  1)  Select the type of question (fill-in-the-blank or yes/no).

  2)  Enter the label text (limited to 100 characters).

  3)  Select the number of additional blank lines to display.

  4)  When you are finished, click Done.

  d.   Do any of the following:

  • Edit a question by clicking the next to the question. For details, click here.

    1)  Select the type of question (fill-in-the-blank or yes/no).

    2)  Enter the label text (limited to 100 characters).

    3)  Select the number of additional blank lines to display.

    4)  When you are finished, click Done.

  • Reorder questions by clicking to highlight the section, and then clicking a navigation button.

  • Delete questions by clicking the icon next to the question.

  e.  When you are finished, click Save.

  Note: Once a section is saved, you can delete the section by clicking the icon for the section.

• To reorder sections, click to highlight the section, and then click a navigation button.

5.   When you are finished, click Save.

6.   The form name auto populates. Then select the practices or subsets to which you want it associated. Also, select the Default check box if you want this form to be used as the default for the entire practice.

7.   Click Save.

8.  To view the layout of the form, click  next to the desired form. To make any changes, see Editing a Custom Visit Summary.