Visit summaries capture the essential details of each telehealth consultation, providing clear documentation of findings, treatment plans, and follow-up recommendations.

Components of a Visit Summary

Each summary typically includes:

• Chief Complaint & History: A concise overview of the patient’s reported concerns and relevant background.
• Clinical Findings: Key observations, vital signs, and any assessments performed during the session.
• Diagnosis & Plan: Treatment recommendations, prescribed therapies or medications, and care objectives.
• Follow-Up Steps: Recommended next steps, such as scheduling additional tests or lifestyle modifications.

Downloading & Archiving

Visit summaries can be saved as PDFs for secure record-keeping. Simply choose the download option next to the summary you need, then store it in your practice’s electronic filing system for easy future reference.

Sharing with Patients & Teams

Summaries are designed for efficient sharing. Encrypted links allow you to send a secure copy to patients or collaborating clinicians, ensuring everyone stays informed without compromising privacy.

Best Practices

• Review summaries promptly after each visit to reinforce care plans
• Highlight action items for support staff and patients to follow
• Maintain a consistent archive structure—by date or patient name—for quick retrieval

By leveraging detailed visit summaries, you ensure continuity of care, enhance patient engagement, and streamline collaboration across your care team.