1. If you haven't already, select the patient and go to the Visit Summary Report module. The LMR displays a summary report of the current day's visit. If the LMR does not detect a visit for your practice for that day, it displays a list of visits with your practice. Click a visit to continue.
Note: If there are no visits with your practice, the LMR allows you to create a new report. Use the Visit Date field to select the date, and select the provider from the Provider Seen drop-down list. Then, click Create New.
2. To create the Visit Summary Report with Spanish translations, click the "Include Spanish" check box. Doing so includes headings and medication details in both English and Spanish. If you are using a custom Visit Summary Report that includes introductory text in Spanish, that information is also included.
3. To suppress specific information from the report, click the check box to the left of the item to deselect it.
4. To include patient educational materials, click check boxes, as applicable. (You can preview materials by clicking the link.) If the topic you want is not shown, click View Entire List. To indicate that you provided educational material other than what is available from the LMR, click the associated check box.
5. To add comments to your report, type into the Provider Comments section.
6. To change the type size of displayed
and printed reports, click icons (
,
, or 
).
7. Click a button to save the report as Preliminary, Send to PG, Send to PG, Print, or Print, as appropriate.
Important:
Information from LMR reports is confidential material and must be
handled and disposed of appropriately.
Notes:
This report can also be created from the Schedule and EOV modules and by using the right-click shortcut menu.
The LMR automatically generates a corresponding Clinical Summary whenever you crete a Visit Summary Report.