The Encounter Summary or Visit Summary is a simple way to share the Assessment and Plan from a visit with the patient. For practices that have an active Patient Portal, and have not disabled the My Visit Summaries tab, the easiest way to share the visit summary with the patient is by signing the SOAP note.

By default, signing the SOAP note automatically shares anything in the  Assessment  and  Plan  boxes at the right of the SOAP note with the patient on the Patient Portal, including any dosages, instructions, etc. associated with the prescriptions, orders, supplement recommendations, and any other recommendations that are in the Plan box. 

Note that you may opt not to share the Assessment as part of the automatic encounter summary - this is generally a configuration option set up by MD HQ upon request during the config/set up process.

By default, none of the text in the main text area is shared with the patient as part of the Visit Summary on the portal unless you specifically choose to share this text when signing your note by selecting for "Should the patient be able to view the full content of this SOAP note on their patient portal?" Yes to share ALL of the text in the main text area with the patient, or Custom to see an editable version of the text of your note. With Custom selected, you can DELETE anything you don't want to share, then click Sign This Note to sign and share the remainder. Any text you choose to share will appear above the Assessment and Plan summary. 

Printing an Encounter Summary

While patients can generally just access their encounter/ visit summaries on the Patient Portal under My Visit Summaries, you may want to generate a printed copy, either at the patient's request, or because you want to share the summary with them before you are ready to sign the note. You can do this from the SOAP note page under Reports > Generate Encounter Summary for Patient. Then use the Print button at the top to print.

Related Topics

  • In addition to the standard prescriptions, orders, supplement recommendations, etc., if you have other types of recommendations - for example, movement or nutritional recommendations - that you want to be able to quickly pull up and "prescribe" to a particular patient, you can do this using Alternate Plan Options
  • To create and share with the patient a summary of recommended treatments that spans multiple visits, you can use the Wellness Plan Manager.