Claim Creation Window - Export Clinical Summary to the Patient Portal

This box is used if your office needs to export summaries for a Medicare Incentive or if you use the Portal and want this information relayed to the patient every time a claim is created. When checked, MacPractice will open a new dialogue box allowing you to choose what details to send. 

If you are not participating in any program requiring the summaries and your office does not need these, you can disable this feature. Uncheck the "Export Clinical Summary" box; this setting is remembered per computer. Once unchecked, it will remain that way on this computer until changed back. 

There are several other ways to print or export the Clinical Summary

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