Overview

This guide provides a simple overview on sending a patient summary through Best Practice. You will need to have the Medical-Objects Referral Client (Trinity) Installed.

Creating a Patient Summary

1. In Best Practice, choose File/Open patient.
   
   
2. Choose the patient you wish to create the summary for and click Open.
   
   
3. When in the patient record, choose File, and Print Health Summary.
   
   
4. Tick the items you wish to include in the summary and then click the View button.
   
   
5. This creates and opens the summary in the letter writer window.
   
   

Sending the Patient Summary

1. Select the document by hitting CTRL+A on the keyboard.
    
2. Then copy the document by hitting CTRL+C. This will bring up a large M symbol like the following. 
    
   
   
   
3. Double click this symbol to open the summary within the Medical Objects Referral Client.
    
   
   
   
4. Make sure the Advanced button is checked to show to panel at the bottom. 
    
5. Under Report Title, Select Patient Summary.
    
6. Click the Magnifying Glass beside the Referral to box to select the recipient.
    
7. Enter the name of the recipient - surname first - and click OK.
    
   
   
   
8. You will be asked if you wish to Send Now. If you don't wish to make further changes, click Yes. 
    
   
   
   
9. The following window will appear, asking you for a PKI token. If you do not have one, Click Send without Signature.
    
   
   
   
10. The Patient Summary has now been sent.