Preparing Clinic Visit Summaries

Sharing a summary of each clinic visit that includes an updated problem or diagnosis list, updated medication list, next steps in the care plan (tests, referrals, updated health improvement goals), and any next appointment will assist the medical home in supporting patients in meeting the goals of the care plan.

Artz NH.  Clinical summaries and meaningful use: A primer.  J Healthcare Info Mgt (2011); 25(1):62-69

American Academy of Family Physicians, Family Practice Management Toolbox: Encounter Forms

Greenhalgh T, et al.  Adoption and non-adoption of a shared electronic summary record in England: a mixed-method case study.  BMJ. (2010);16(340):c3111

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