9.0 Record Summary

In the patient record is a summary of the main pages in the record called the Record Summary.
Each heading is a hyperlink to the relevant page but the data on Record Summary itself is read-only.
At the top of Record Summary are the patient's name, DOB, contact details, NOK and their Principal doctor:




If the patient is on a clinical trial, the name of the trial and patient's trial ID show at the top of Record Summary.
There is a link to edit the Principal Diagnosis and the Allergies/ADRs.
There is a link to create a summary of the patient's treatment history from 'Summary'

Visits
Below the top section is the Visits grid. This shows the full list of past visits with the most recent visit at the top of the list. The headings in Record Summary are links to the relevant page so 'Visits' takes you to the patient's Visits page.




Upcoming Appointments
Below Visits is Upcoming Appointments. All future appointments that haven't been attended will display here and can be attended from here by ticking the 'Attended' box for that visit. The blue header contains links to more details about the total, attended and cancelled visits.




Visit Notes
To the right of Upcoming Appointments are the Visit Notes. This will show the most recent progress notes from the last few visits. To see all and add to the notes, click on the heading to open the Visit Record.




Protocols
The section labelled Protocols list all the protocols the patient has received or been prescribed. The start date of the protocol and the end date of the last cycle display in columns as well as the cease date if relevant, reason for cease and the total number of cycles that have been administered for that protocol.
Click on the heading to open Protocol Cycles




Current Regular Medications
Below Protocols are the Current regular medications. Any medications listed in the Medication form will display here in a scrolling list including the date the last script was created and the number of repeats. If the drug has repeats and the logged in user is also the prescriber of that drug, the Rx icon will turn red and can be clicked to open a quick link to re-prescribe that medication.




Principal Diagnosis and Other Conditions
This section shows the patient's Principal Diagnosis including the date of symptom onset, diagnosis and duration of the illness.




Patient Timeline
At the bottom of the page can be seen the patient timeline which contains prescriptions created in EpiSoft, visit notes, letters, referrals, etc. as well as all uploaded documents. Each item can be opened to a pdf by clicking on the name of the document.




Icons at the top of Record Summary
At the top right of the page are a row of icons that are quick links to handy places in EpiSoft.

The first is dear Flo, which opens a read-only flow chart of previous visits with details pulled from several pages including drug administration and nursing assessment. It's a good place to start before treating the patient.

Next to Flo is Private Notes. This section is for entering information that is personal, private, but still part of the record.

It also has sections for adding up to two scrolling banner alerts to show on all pages as well as a Record Summary alert which is static and only shows in bold, red text on the Record Summary.

The graph icon is for viewing the observations graph and the weight graph.

The symbol with three test tubes contains all the patient's pathology and imaging results that have been received into EpiSoft electronically.

The page with a test tube is a quick link for ordering pathology and imaging tests.

The 'tree' symbol is the Patient Timeline which is a good way to view all the documents easily.

The last icon is the Tasks module which can be accessed from the patient's record or from the main menu.