Fact Sheet: Providing Patients in Ambulatory Care Settings a Clinical Summary of the Office Visit

The clinical summary provides an opportunity for the clinician to verbally review the information with the patient, reinforce the importance of the summary itself, and explain key pieces of information, such as special medication instructions or necessary follow-up care. Don’t underestimate the importance of reviewing the summary with patients, as they are more likely to see the value of the summary if it is acknowledged and addressed during the office visit.


The material in these guides and tools was developed from the experiences of Regional Extension Center staff in the performance of technical support and EHR implementation assistance to primary care providers. The information contained in this guide is not intended to serve as legal advice nor should it substitute for legal counsel. The guide is not exhaustive, and readers are encouraged to seek additional detailed technical guidance to supplement the information contained herein.

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Practice Role
Health Care Mgmt - Practice Mgrs Admin
Providers (MDs, DOs, NPs, PAs, RNs, LPNs)
PSR, Schedulers, Front Desk, Med Secretaries
Providers & Professionals
Setting/Practice Type
FQHC or Community Health Center
Large Practice 11 or more
Small Practice 1 - 10
Specialty Practice
Resource Topics
Evaluation and Meaningful Use
EHR Steps
Step 5: Achieve Meaningful Use

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