Patient Summary Window Additional Features

Patient Summary Window Additional Features

Patient Summary Report

Within the Patient Summary window, you can access the Patient Summary Report. This report will provide you with statistics regarding submissions that have occurred within a certain date range. It can generate information for all clinic practitioners or for specific practitioners. This reporting feature can also be used to find submissions that have happened on end dated patients.




This report can also be accessed through Reports -> Client Lists -> Patient Summary Report.


View History

When a patient’s Patient Summary window is open, click the ‘View History’ button to view the submission history available for the patient. You can see what items were submitted, when and by which provider.



Use the ‘find submissions including:’ field to locate submissions that contain specific data. The open curation button will open and refresh the Patient Summary window.


    • Related Articles

    • Patient Summary introduction

      Introduction In collaboration with Canada Health Infoway and the Government of Alberta, Healthquest has integrated Patient Summary submissions right from your EMR. The Canadian Patient Summary (PS-CA) is a standardized collection of patient ...
    • How to upload Patient Summary information

      How to upload Patient Summary information Once charting is complete, save your chart note and click the Patient Summary button at the top of the charting window. The Patient Summary Submission window will now generate. In this window you can select ...
    • Patient Confidentiality

      Patient Confidentiality If a patient chooses not to disclose their health information there are a few different ways that you can block the data from being uploaded. If the patient chooses to not have any information uploaded to Netcare, click on the ...
    • Appointment detail window

      Appointment detail window Right click on an existing appointment to open the appointment detail window or drag and drop a client from the shuttle bay to the schedule, the detail window will open. Click here to learn how to book an appointment. Click ...
    • Credit Transfer Summary Report

      Track credit transfers that have taken place, use the Credit Transfer Summary report located under Reports > Statistics > Credit Transfer Summary on the menu bar. This report will display transfers that were processed through the Credit Transfer ...