The reference column is for you to note where you got the information you are summarizing. Often, for a medical record made up of multiple PDF documents, a single-page numbering system such as Bates numbering may be used, allowing you to distinguish between pages of a medical record and reference the sources you used for your summary.
Medical Record Summary
Summarize the key points from your patient’s medical record in a concise, chronological, and easy-to-follow format using our handy Medical Record Summary Template.
Use Template
Medical Record Summary Template
Commonly asked questions
Do not worry. Our Medical Record Summary Template is flexible enough for medical summaries of any length. Copy the second page as many times as needed and continue filling out the table chronologically. Check out the medical summary example we've provided.
The medical record summary contains confidential patient information, which you have a legal obligation to store securely. It should be treated as part of your patient's medical record, with the same confidentiality and data privacy level. Additionally, as medical record summaries are often required by third-party organizations such as insurance companies or law firms, you should take extra care to ensure the patient authorizes you to share the document.
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