TODO: Medical Summary

The Medical Summary tab is the at-a-glance snapshot for one patient — active diagnoses, current medications and supplements, recent vitals, allergies, and any alerts you’ve flagged. It’s the page to open right before you see a patient: a 30-second read tells you what’s going on with them clinically.

The summary is composed automatically from data you’ve entered in past charts. You don’t fill in the Medical Summary directly — you fill in charts, and the relevant pieces surface here.

What the Medical Summary Shows

Section	What it pulls from
Active Diagnoses	Diagnoses marked Active or Improved across all charts; Resolved diagnoses drop off
Current Medications & Supplements	Product Recommendations and prescriptions from charts where the current status indicates the patient is still taking them
Recent Vitals	The most recent value for each measurement type from Measurements sections, with trend graphs available where multiple values exist
Allergies	Allergy entries flagged in charts or the patient’s profile
Alerts	Workspace Notes flagged with alert labels (Emergency Alert, Billing, Allergy, etc.)
Treatment Plans	Active Treatment Plans created from charts

What appears in each section depends on which PRO Charting features you use. If you don’t use structured Diagnoses or Measurements, those sections of the Medical Summary stay empty — and the snapshot is less useful than it could be.

Why It’s Useful Before a Visit

A practitioner walking into a follow-up visit doesn’t usually have time to read the patient’s last three charts. The Medical Summary distils those charts into a one-page read:

What conditions are we managing?
What is the patient currently taking?
What were the most recent vitals, and which direction are they trending?
Anything I need to know up front (allergies, billing notes, behavioural alerts)?

If you’re walking into a visit cold, the Medical Summary is the right starting point.

Quick Actions From the Medical Summary

Each item on the Medical Summary is interactive — most can be acted on without leaving the page:

Print a product label — for any current product on the summary, click the print icon next to it to generate a label
Print or fax a prescription — see Printing and Faxing Prescriptions
Open the chart that added a diagnosis or product — click the diagnosis or product to jump back to the source chart
Update an alert — click an alert note to open it for editing

Keeping the Medical Summary Useful

The Medical Summary is only as good as what’s structured in your charts. Practical habits that keep it accurate:

Use Diagnoses with statuses, not free-text impressions
Use the Measurements section for vitals you want to track, rather than typing them into the Objective section
Use Product Recommendations with statuses (active, discontinued) so the Medications list reflects what the patient is currently taking
Mark Resolved when a concern actually resolves — otherwise it stays on the summary forever

Client Workspace Overview — the workspace this tab lives in
Workspace Notes — notes that feed the alerts on the summary
Diagnoses — active vs resolved diagnoses on the summary
Product Recommendations — current medications and supplements on the summary
Measurements — vitals trends on the summary