When a patient submits a form, a summary is automatically generated if a summary template is configured for that form. In the encounter details, scroll to the Summaries section to review it.
For details on setting up summary templates, see Creating Clinical Summaries.
Regenerating a Summary
If you've updated a summary template and want to see the new output:
- Open the encounter
- In the encounter details, scroll to the Summaries section
- Click Regenerate Summary
Important: Summaries are generated at the time the patient submits the form. They don't auto-update when you change a template, so you need to manually regenerate them.