How to View Number of Components and Sorting in Summary of Care?

Patient > Provider Notes > Current Provider Note

The sorting and number of components selected from ‘SOC Component Sorting’ are displayed on Summary of Care document.

To view ‘Summary of Care’ document, follow the workflow above and open a signed provider note.

Hover over the ‘Send’ button to display a dropdown menu.

Hover over ‘Summary of Care’.

Click appropriate option from the following:

  • CCD
  • Referral Note
Summary of Care Dropdown

The ‘Summary of Care’ preview will be displayed.

Summary of Care

Scroll down to view ‘SOC Component Sorting’.

SOC Component Sorting