Editing and Iterating Summaries

Iterative testing is encouraged. The goal is to find the prompts and content that generate the most useful summaries for your practice.

1. Go to the Summary tab in the form editor
2. Select your template from the dropdown
3. Modify the content or AI prompts
4. Save and test again

Version History

Every time you save a summary template, a new version is created automatically. You can view previous versions, compare changes, and restore an earlier version if needed.

Viewing Versions

1. Open the summary template in the form editor
2. Click Version history in the toolbar (clock icon)
3. A panel shows all versions with timestamps and version numbers (v1, v2, etc.)
4. The current version is marked as Latest

Comparing Versions

Click on any version in the list to see what changed compared to the previous version. Differences are highlighted so you can quickly identify what was added, removed, or modified.

Restoring a Previous Version

1. Select the version you want to restore
2. Click Restore v# at the bottom of the panel
3. Confirm the action

The restored content becomes the new current version. Your previous versions are still preserved in the history.

ℹ️ Note: Restoring a version creates a new entry in the history. Nothing is deleted, so you can always go back.

Including Clinical Scores 

If your form includes score and category expressions (see Configuring Clinical Scores), you can reference 
them directly in any summary template using the variable picker in the summary editor.

• Numeric score: insert using the variable picker, or type `{{ submission["data"]["yourScoreName"] }}`
• Category label: insert using the variable picker, or type `{{ submission["data"]["yourCategoryName"] }}`

Because the category label is already computed on the form, you don't need to re-define thresholds in the summary; just reference the category variable directly.

Writing conditional score sections

For richer summary output, such as showing score results conditionally inside a "High Risk Indicators" 
section with a fallback if the screen wasn't completed, use an AI assistant to write the template logic. 
Summary templates use Jinja2 syntax. Describe what you want to an AI tool and it will produce a ready-to-paste snippet.

"Here is my SurveyJS form JSON. I want to add two hidden expression questions: a score named [yourScoreName] and a category named [yourCategoryName]. Here are the scoring rules:"I'm writing a clinical summary template using Jinja2 syntax. Form submission variables are accessed like `submission["data"]["variableName"]`. I have a section called 'High Risk Indicators' where I want to show nutrition risk information. I have a CNST nutrition score (a number) and a category label (either 'High Risk' or 'Low Risk'). Write a snippet that: (1) only shows the content if the score was completed — account for it being empty or missing, (2) highlights the result if the category is 'High Risk', and (3) shows a fallback like 'Nutrition screen not completed' if the score is absent."

You'll need to supply your variable names (find them in the variable picker if you don't remember them).

⚠️ Always handle missing scores. If a patient skips a scored section or the form is partially completed, the score variable may be absent. An AI-generated snippet includes this check automatically if you ask for it as shown above.

How Summaries Are Generated

• Summaries are automatically generated when a patient submits a form
• They appear in the Summaries section of the patient's encounter
• The summary shows which template version was used (e.g., "v2") so you know exactly what generated it
• Summaries do not auto-update if you change the template after submission
• To update a summary with a revised template, click Regenerate Summary in the encounter view

Including Form Attachments

When files are attached to a form — by the patient, by your staff filling on their behalf, or by an external referrer submitting a referral form — those attachments surface in two places:
 

• In the summary: listed by filename so the clinician knows the additional materials exist
• On the encounter: in the Attachments section, where they can be opened and downloaded

To reference attachments in a summary template, use the variable picker to insert the attachments field for the relevant form field. The summary will list each attachment by name and include a link to view it.
 

💡Tip: Use this for intake forms that need supporting files (lab results from outside clinics, ID photos, referral letters, wound photos). The full file is preserved alongside the structured form response.

Reviewing a Summary Against the Form

A form's summary is available with the submission that produced it, so you can go from the form straight to its summary. When you open a completed summary, you can read it alongside those responses, so you can check a detail against the patient's own words without navigating away.

The summary view has two panels:

• Summary, the generated content
• Form, the submitted responses in read-only form, headed by the form's name

Drag the divider to give either panel more room, or rearrange the panels to suit how you work. Your layout is remembered the next time you open a summary. To open the submission on its own, click View full form at the top of the Form panel.

ℹ️ Note: The Form panel appears when the summary came from a form submission. A summary generated another way shows the Summary panel only.

Printing a Summary

Completed summaries have a Print Summary button. Click it to open a print-ready version of the summary, then use your browser's print dialog to print or save as PDF. The printed version includes patient details and the full summary content, without the editing controls.