Customise the Patient Summary Export

Customise the Patient Summary report to your precise requirements for a single export or by creating a new report option set.

Users with Report Administration system rights can save new customised reports for future use, or save modifications to existing customised reports.

You would typically modify the patient summary only for clinical reasons. You must start from an existing definition and change it to your requirements.

You can also export clinical documents related to the patient.

Tip:

Everyone at your health service shares the same patient summaries, so you can use those created by other users.

To create a custom patient summary:

Open the Patient Summary, either:
- In the main toolbar, click Patient Summary and in the patient search window, search for and select the patient for whom you want to print a summary.
- In a patient's clinical record, select Reports > Patient Summary.
In the Patient Summary window, from the Use list, select STANDARD which includes the maximum amount of information about a patient.
Click Customise.
On the Clinical Record tab:
1. To export clinical items for a selected period only, in the Items from and To fields, enter a date range in the format dd/mm/yyyy.
2. To export all documents from the Documents tab in the clinical record, regardless of the date range set for clinical items, set Export Documents.
  
  Tip:
  If you want all clinical documents to be exported as PDFs, also set Export RTF as PDF.
3. Deselect any information that you don't want to export.
On the Consultations tab, to export consultations for a selected period only, in the From and To fields, enter a date range in the format dd/mm/yyyy. Deselect any information you don't want to export.
Step through the Biographic and Practice tabs and select information to include in the summary.
To check the custom patient summary, click Preview.
To make further updates, click Close and repeat steps 3-6.
To print the patient summary and export the documents, click Print.

First select the location to which you want to save the Patient Summary, and then a folder for the patient's clinical documents.
When you are happy with the new summary, click Close:
1. In the Changed Patient Summary Parameters window, in the New parameter set name field, enter a name that identifies the summary's use. For example, Audiometrist for summaries appropriate for Audiometrists.
2. Click Save.
Click Close.

The Patient Summary is saved as a PDF to the location you selected with the name you specified and is opened in your default PDF reader.

Exported documents are saved using the following naming convention:

DOC-PATNNNN-YYYYMMDD-DISPLAY_DESC/REQUESTED_TESTS-N

where:

NNNN - Patient ID
YYYYMMDD - date the document was added to Communicare
DISPLAY_DESC/REQUESTED_TESTS - information to describe the document such as the document type or test and letter type and organisation or comment
Note:
Windows special characters added to comments that cannot be used in filenames are replaced with an underscore in the filename of the exported file. These characters are
```
\ / : * ? " < > |
```
N - a document count

Investigation results are exported using the following naming convention:

IX-PATNNNN-YYYYMMDD-TEST-N

Historical data that was imported into Communicare and attached to a clinical record is exported as an external file, which is saved using the following naming convention:

External-PATNNNN-YYYYMMDD-DISPLAY_DESC-N

For example, for Martin Brown:

DOC-PAT5384-20031204-Scanned document _Discharge summary_-1
DOC-PAT5384-20120308-Referral letter _Royal Perth Hospital Cardiology_-3
IX-PAT5384-20140622-COMPLETE BLOOD EXAM-1
External-PAT5384-20031101-old_record_-1

Note:

The complete name of the document, including the directory path, is limited by Microsoft Windows to 260 characters. Because the name of the document exported by Communicare may be up to 150 characters, limit where the documents are saved to a directory with a path of no more than 100 characters. For more information, see https://docs.microsoft.com/en-us/windows/win32/fileio/naming-a-file.