Main Summary
Use the 
Main Summary to get an overview of your patient's health. The
Main Summary is displayed when you open a patient's clinical
record.
The panes visible in the Main Summary depend on which System Parameters are set.
For any item included on the Main Summary tab, to go to the service in which the item was added, right-click the item and select Find Associated Service Details.
Active Problem/Significant History
The clinical items for which you set Display on Main Summary are listed in the Active Problem/Significant History pane together with additional information. Only one item is listed for each clinical item type, no matter how many times it is selected for display on the main summary.
- Consolidated:
- Times - a count of the number of times this clinical item type occurs in the patient's record, regardless of whether the other occurrences have been marked for Display on Main Summary.
- First - the date of the first occurrence of this type of clinical item.
- Last - the date of the most recent occurrence of this type of clinical item.
- Simple:
- Date
- Class
- Status
- Comment
For more information about Clinical Summary Style, see System Parameters - Clinical.
To display a clinical item on the Main Summary tab, set Display on Main Summary when you add the clinical item to the clinical record. To display a clinical item that already exists on the Main Summary tab, on the Progress Notes or Detail tabs, double-click the item and set Display on Main Summary.
To remove a clinical item type from the Main Summary tab, right-click the clinical item type and select Remove Item from Summary. The original entries are not affected.
Alert information
The Alerts and Other Information or Alerts pane shows important information that you need to be aware of when dealing with this patient.
- Free text alerts - add or update alerts by typing in the pane or deleting
the relevant parts of the information. To format, edit or print the text,
right-click in the pane and select the required option.If any text is added to the Alerts and Other Information pane, the banner shows Has Medical Alerts.
Set At risk if appointments are missed to filter patients with an upcoming or missed appointment in some appointments reports. If an appointment is missed, the header of this section is highlighted in red.
- Structured Alerts - if enabled, any clinical items of
class Alert added to the clinical record are displayed in the
Alerts pane.
Individual qualifiers can also be added as extra columns to structured alerts. For details on how to set qualifiers to be displayed in structured Alerts, see Qualifier - show on alert summary.
To enable structured alerts, in , enable Structured Alerts.
To add new structured alerts, click
New Alert or add a clinical item of class
Alert. To edit an item, double-click it
and edit as you would for any clinical item. If a patient record has a structured alert, a count of alerts is added to banner.
To change the status of a structured alert, right-click and select one of the following options:- Make Active - structure alerts are automatically active when you first add them. You can make an inactive alert active again.
- Make Inactive - if an alert is not currently relevant, set it to inactive. Inactive alerts can be activated again.
- Make Resolved - if an alert is has been resolved, set it to resolved. The alert is removed from the alert list.
To search for an alert, enter a search term in the search field. Restrict the results by selecting a status on which to filter.
Adverse Reaction Summary
The Adverse Reaction Summary shows information for the current patient.
To add an adverse reaction, click 
New Adverse Reaction. For more
information, see Adverse Reaction
Maintenance form.
When adding a reaction, any current prescriptions that conflict with the adverse reaction are presented. When adding any prescriptions in the future, any conflicts require acknowledgement before prescribing can continue.
To display the most recent date that the patient was assessed for adverse reactions in the Assessment Date field, select an adverse reaction.
To view the details of reaction, double-click it.
To edit a reaction, right-click the required reaction and select Edit Reaction.
To delete a reaction, right-click the required reaction and select Delete Reaction.
Qualifier Summary
The Qualifier Summary pane displays the most recent measurements taken for qualifiers marked for summary in .
The order in which the qualifiers are displayed is determined by the Summary Order value defined in . If no values are set, qualifiers are ordered alphabetically.
If the date is highlighted in red, the measurement has exceeded the Currency period defined in .
For details on how to set what qualifiers are displayed on the Qualifier Summary, the currency period and display order of a qualifier, see Create and Edit Qualifiers.
The date and value shown here may refer to data that is otherwise not visible to the user because it is attached to a clinical item type that the user is not allowed to view or may have been collected in a service associated with a program that the user is not allowed to see. However, if the user is not allowed to see any of the clinical item types that have this qualifier attached, that user will not see the qualifier listed in the qualifier summary at all.
To view a qualifier's history in the Previous Measurements window, double-click it. Only data that you're allowed to see is displayed.
To Do
The bottom right-hand pane displays a summary of all recalls and referrals overdue, due and scheduled. For more information, see To Do list.