Chart Summary Tab

The Chart Summary tab appears as the last tab in the patient chart. This tab provides an overview of the content added to the patient chart in reverse chronological order (newest to oldest based on creation date).  

Additionally, if your organization has enabled Chart✓, you'll be able to view upcoming and past-due documentation from the Chart✓ tab.

Summary Search

You can search for specific content by name, start date, end date, and by billable items.

Viewing Items

Click on any of the summary items to open the corresponding form, session, or order. 

Each item displays:

• Created Date/Time
• Service Date/Time
• Tab location in the chart
• Name of the form, session, or order
• Status
• Duration
• Staff Signature
• Review Signature 

Notes

• Any form that is open (blank) will not appear in the Chart Summary. Open forms appear on the dashboard and within their designated tab. In Progress forms will display in the Summary.
• Incomplete Group Sessions (In Progress, Pending Review) will only appear in the Chart Summary if the Show incomplete group sessions in chart feature has been enabled. Otherwise, a group session must be signed by all parties and be in the Complete status to be included in the summary.