Send your clients the key information from their appointments based on your Medical Record! Client summaries can be sent directly to their email or printed out before they leave the clinic.
Note: Client Summaries are currently only available on the default Medical Record note template, and are not yet accessible on notes recorded under Adaptive Templates.
Step 1: Click Client Summary
Scroll to the bottom of a Medical Record note, click the Client Summary section to expand it.
Step 2: Select Type
Select the Simple Client Summary type, we don't have the custom option yet.
Simple. Uses Scribenote's default template for your client summary.
Custom. [COMING SOON].
This is the AI at work generating the summary:
Step 3: Edit
Edit the Client Summary manually, apply the Writing Assistant formatting, or click Restart Client Summary to re-generate it.
Note: Re-generating the client summary will erase any edits you made!
Step 4: Send!
Send the client summary to your client by clicking Export Client Summary!
These are the different ways to send the note:
Copy plain text
Download PDF
Email
This is an example of the exported email:
and this an example of the exported PDF:
