Editing a Custom Visit Summary

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

2. Click the Visit Summary filter to display the list of Previsit forms.

3. Click the name link for the report you want to edit.

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

Edit the name in the associated field at the top of the screen.
Edit the description (to display in the list 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 sections required by Meaningful Use criteria. For a list, click here.
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 with 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 with 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 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.

7. Click Save.