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Patient Summary Sheet


The patient summary worksheet is a one page document that contains a structured summary of a patient's longitudinal health information from the electronic medical record. Many EMR systems can create these summary sheets when properly implemented. The report is designed to display relevant clinical data and alerts about multiple chronic conditions. The core purpose is to display the right information and reminders without overwhelming the busy care manager, clinician, or patient; it is tied to a patient's known conditions. The worksheet displays patient demographic information, specific problems, allergies and conditions, the patient's current medication profile, and laboratory test results. It is thus consistent in content with the Continuity of Care Record (CCR). It also contains content directly related to a patient's problems, such as disease-specific laboratory results and advisories, and other preventive care advisories based on available patient information. The worksheet has data and disease management advisories for diabetes, heart failure, hypertension, and depression. For example, if a patient had diabetes, an instance of the patient worksheet for that patient would display glycosolated hemoglobin (HbA1c) values and lipid profiles, as well as the last recorded foot or dilated retinal exams. It would also list recommendations for treatment based on the data and accepted clinical guidelines; e.g., HbA1c testing recommendations for diabetic patients, or hypertension evaluation recommendations for patients with multiple high blood pressure measurements. Finally, it would list available preventive care data, such as the date of the most recent pap smear, and give reminders for what preventive care tests were due.

 

 

 

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