You can obtain the patient summary on the Home Page template.
 
  - To open the Templates module on a patient encounter, do one of the following:
   
    - On the Categories or Encounter History tab, select Open Template.
 
    - On Top Toolbar, select Templates.
 
    - On the main menu, select File > New > Template.
 
   
   
    The Select Template window opens.
   
 
  - On the Medical Records tab, select All.
 
  - Select Home Page, and then select OK
   
    The Home Page template opens.
   
 
  - Select the specialty and visit type.