Creating a Patient Face Sheet File

Adapting the Referral Tool for Face Sheet Creation

1. Initiating the Process:

To begin, click the Create referral icon at the top right of the patient chart. This opens the Create Referral page, where you compile patient information on a single screen.

2. Customizing Information:

In the Health Records card, select the pieces of patient information that are crucial for a face sheet. Customize the content by selecting from:

- Problems

- Allergies

- Medications

- Vitals

- All procedures

- All vaccinations

- ID document and Insurance information, when the patient has them

Everything starts at None or unchecked, so only what you choose is included.

3. Skipping the Cover Page:

Since the goal is to create a face sheet and not a referral, omit adding a cover page to your file. The cover page, typically used for referrals, includes details like the recipient name, referral reason, and a note, which may not be necessary for a face sheet.

4. Including Additional Data:

You may choose to include additional relevant information from the tabs below the cards, such as:

- Signed notes

- Lab results

Select these based on their relevance to the face sheet you are creating.

The Referral Summary on the right shows what you selected, with the total size and page count of the attachments. They must stay within 50 MB and 250 pages — above that, Generate file is disabled. The Files tab accepts JPEG, PNG and PDF.

5. Generating the Face Sheet File:

After customizing the information, select "Generate file". The platform will then create a PDF file, ready for download and use.