Create 

Summary/DC 

Summary

 

ClinicSource averages the progress percentages for each date of service. The reported percentages are added together and divided by the number of visits. For example, a therapist creates three progress notes for three dates of service. The percentage reported for each date of service is as follows:


    • 33%


    • 65%


    • 77%


The average reported on the Summary document is 58% (33+65+77)/3=58.


Follow these instructions to create a Summary/Discharge Summary:


1.From the Documentation screen Patients section, click the patient you want.


2.Click the Summary/DC Summary button  on the toolbar. The Summary screen appears.


3.Select the type of summary at top right.


4.Complete the form. You can change the Referring Provider, Summary Date, and Svc. Per. (service performed) dates.


5.Click the Save button  to save the form and go back to the Documentation screen or click the Sign button to electronically sign the form.


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