Core 8: Clinical Summaries


Provide clinical summaries for patients for each office visit.


Clinical summaries provided to patient-authorized representatives within one business day for more than 50% of office visits. Please Note: 1 business day starts from the following morning. If you see the patient on Monday morning, you will have to have sent the clinical summary to the patient by Tuesday evening. 

  • DENOMINATOR: Number of office visits conducted by the eligible professional during the EHR reporting period. 
  • NUMERATOR: Number of office visits in the denominator where the patient or a patient-authorized representative is provided a clinical summary of their visit within 1 business day.
  • THRESHOLD: The resulting percentage must be more than 50% in order for an eligible professional to meet this measure. 


Any eligible professional who has no office visits during the EHR reporting period.   

For additional information from the CMS regarding Core 8: Clinical Summaries click here.


How to (Website)

Enable access to onpatient for all of your patients, and every patient with an email address recorded will automatically receive their health information. This is a very good reason to have an email address for all of your patients on record. 

Step 1.) To ensure this setting is defaulted, go to Account > Settings > General Tab

Step 2.) Scroll down to the Meaningful Use section and check the box that says "Automatically send emails to patients with link to Patient Portal after next visit. 

Please note:

This sends the onpatient link AFTER their next appointment. If you only see them once during the reporting period you will have to manually invite them to onpatient. 

The patient is not required to create an account and sign on to meet this measure. By sending the link after the visit you have met this measure. 

If onpatient is already enabled for the patient there are no additional steps to be taken. 

To learn how to invite all of your patients to onpatient at one time click here.

How to manually invite patients (Website)

Step 1.) Search for patient using the spotlight search, or through the Patient List


Step 2.) From the "Patient Access" section of the patents chart click on "Enable Patient Access"


Our meaningful use report will only count electronically sent clinical summaries, and health information. You are still able to meet this objective by printing out a hard copy and providing it to the patient. If you keep track if your paper clinical summaries, you can still mark MET on the report and attest to the CMS that you met this requirement. 

How to (Manual) 

Step 1.) Search for the patient using the spotlight search, or through the Patient List.

Step 2.) From the patients chart click on "Clinical Dashboard" > Click on the blue "Clinical Summary" button in the right hand corner > select "Download PDF" from the drop down list. Once downloaded you will be able to print that out and provide it to the patient. 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Powered by Zendesk