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This option shows you a high-level overview of the patient. This display is a composite of two, or possibly three other displays: Visits, Charges, and Clinical Notes, depending on the features your organization has implemented. The overview simply stacks these displays one above the other, to facilitate viewing different types of information all in one glance. At the bottom of the screen is a detail window, which displays the details of the currently selected item, whether it be a visit, charge, or clinical note. To display an overview, follow these steps:
1

Select a patient

Select a patient on the Patient List tab, or click on the Details icon from another option.
2

Select the timeframe

Select the amount of information you wish to display by clicking the Timeframe drop-down list.
3

Click Overview

Click on Overview from the display list.The patient data display area shows the Overview window. Each of the windows in the Overview functions in the same manner as it would when viewed individually. For information about how these display options function, please refer to the descriptions of these items in the preceding sections:
  • Viewing Visit Information for a Patient
  • Viewing Charges for a Patient
  • Viewing Clinical Notes for a Patient
4

(Optional) Print

You may print the Summary or Detail window by clicking Print . For details on printing in the display area, see the text describing Print icon in Understanding the Patient Data Display.