This guide will teach you how to generate a Medical Record Summary, which condenses all of patients’ medical records into a single document.

To do this, Metriport extracts FHIR resources across all available C-CDA documents for a patient and de-duplicates them, resulting in a set of unique medical records. These are then rendered as HTML or PDF files, making them extremely easy to navigate.

Here’s the title page of an example Medical Record Summary:

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Generate using the API

To generate a Medical Record Summary using Metriport API:

1. Start a Consolidated Data Query. This endpoint allows you to optionally choose FHIR resources, date range, and rendering (pdf or html) for your Medical Record Summary.
2. When the file is rendered, a webhook message with a downloadable URL will be sent to you.

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Generate using the Dashboard

To generate a Medical Record Summary from the dashboard:

1. Navigate to the patient’s page by selecting a patient from the list:

2. Click on the “Generate Medical Record” button to view the Medical Record Summary modal:

3. Select whether you want to download a new or a previously-generated (if such is available) Medical Record Summary.
4. (Optional) Choose the date range for the Medical Record Summary.
5. Click the button with the desired format to initiate the download.