Understanding the Summarize Feature

The Summarize feature allows you to condense information from a Patient's Intake Form, highlighting key aspects of their health history for you to review prior to their Initial Appointment. Please note that this feature is AI-based and may not always be perfect. You can summarize forms multiple times, with each summary costing five credits. Practitioners have the option to copy and add the summary to their clinical notes or delete it. Once copied and pasted, summaries can be edited as needed.

Locating the Summarize Feature in the Appointment

You can summarize any Form from the Patient's appointment using the following steps:

1. Go to Calendar.
2. Select the Appointment.
3. Once a Form is completed, the Summarize Button will appear beside the completed form.
4. After summarizing, a View Summary button will appear.

Locating the Summarized Feature in Your Clinical Note

Summarize forms in your Clinical Note as long as your notes include the form widget:

1. Go to Calendar.
2. Select the Appointment.
3. Click on Add Note to open the note.
4. Under the Form section, use the Summarize button or the Review button.
5. Once summarized, a View Summary button will appear. You can also access the summary through the Review Button.

Important Note: Use the Review Button or the View Summary button to copy the summarized form to your clinical notes. If using the View Summary button, click View Full Summary to copy it.

Locating the Summarize Feature in the Patient Profile

Summarize forms directly from the Patient Profile:

1. Search Patient.
2. Go to Forms (left sidebar).
3. Click Summarize (right side) on a completed form.
4. After completion, a View Summary button will appear.

Locating the Summarize Feature in Snapshots

Summarize forms in the Patient Snapshots view:

1. Search Patient.
2. Go to Snapshot (left sidebar).
3. Click Review Forms (top right).
4. Click Summarize Form.

Important Note: It is not possible to disable the Summarize button for forms. Users can simply choose not to use the feature if they prefer.