Skip to main content


Kareo Help Center

Export Summary of Care

One of the long term objectives of the HITECH Act is to improve patient care coordination; this requires all healthcare providers to communicate with one another and share patient records. More comprehensive than the CCD/CCR file, information included in the Summary of Care is:

  • Basic Demographics
  • Problems
  • Social History (specifically smoking status)
  • Instructions
  • Allergies
  • Encounter Diagnosis
  • Care Plans
  • Functional/Cognitive Status
  • Procedures
  • Vital Signs
  • Medications
  • Medications Administered During Visit
  • Results
  • Immunizations

Navigate to Patient Chart / Immunizations

  1. Enter the first 2–3 letters of the patient's name in the top search box.
  2. Click to select the patient from the auto-populated results. The patient's chart opens.
  3. Click Immunizations in the left menu. The Immunizations page displays.

Export Summary of Care

  1. Click the Exchange drop-down menu and select Export Summary of Care.
  2. A dialog box opens notifying you that the information will be stored on a local drive; after reviewing, click Continue.
  3. On the next dialog box, save the file to a desired location on your computer (or you can view it as an HTML file using a program such as XML Editor).




  • Was this article helpful?