Medical Record Summary

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 document section as follows:

1. Select whether you want to download a new or a previously-generated (if such is available) Medical Record Summary.
2. Click the button with the desired format to initiate the download.