Communication records that a clinical summary can show
A clinical summary can show only some types of communication records. Thus, it is important to know the types of communication records that you can use in a clinical summary.
The information that follows gives the communication record types that you can use in clinical summaries and the methods to use them.
Communication records of a clinical record
In a clinical record, you can add communication records of the Client
Communication section and Vet Communication
section to a clinical summary:
To add the records to the clinical summary, select Client
Communication and Vet Communication in the
Include box when you make the summary:
Note: You cannot add communication records that are in the
Communications tab of a clinical record to a clinical
summary.
Communication records of a patient record
A clinical summary can show the communication records that a patient record has. This table gives information about each record that you could want a clinical summary to show and what to do to make it show:
| I want to | Information |
|---|---|
| Show a communication record of an in-person message in a clinical summary | Make sure that you select the Is Client
Communication setting of the record: |
| Show communication records of other message types in a clinical summary | Make sure that the related contact record of the message has applicable information. For example, to show an SMS communication record in a clinical summary, the related contact record must have a mobile number. Or to show an email communication record in a clinical summary, the related contact record must have an email address. |
Note: Communication records in a patient record only show in a clinical summary that
you make from the patient record. They do not show in a clinical summary that
you make from a clinical record.