Setting the Carry Forward Option

Selecting the Carry Forward option allows practices to specify that entries suppressed on a patient’s Visit Summary Report be also suppressed on future Visit Summary Reports for that patient, either manually created or auto-generated. A check box for “Carry Forward” is added to the Custom Visit Summary screen.

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

2.   Click the Visit Summary filter.

3.   Click the Carry Forward check box.