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Progress Summary

  • Updated

Overview

A progress summary is a statistical summary of all the answers to the ReX Guide a patient has submitted in the last 30 or 90 days

Whether the patient sends their progress summary to you or you want to see a patient's progress summary, here are directions on how to view the progress summary

For further questions about the ReX Guide charts see "ReX Guide charts"

The patient sends their HCP a progress summary

If you are listed as a member of "a patients Health Care Practitioner team" and the patient sends you their progress summary, you will receive a notification, either through email or SMS (depending on how you have configured your account settings) with a link to view the progress summary

How to generate a progress summary as a care team member

  1. Sign in to the ReX Therapy Manager
  2. To the left, click on the dashboard option <Patients>
  3. Once you can view the "Patient" page, <Search> for your patient by name or phone number and select their patient profile
    1. Note: if the patient is not found after a search, make sure that <Patient Status> is set to <All>
  4. Once in the patient profile page, click on <Guide Summary>
  5. Then, along the horizontal navigation, select <Progress Summary>
  6. To the right, click on <Generate Summary>
  7. A panel will appear on the right side of the screen. You will be prompted to select the duration of time captured by the progress summary: the previous 30 or 90 days
  8. Select who the will receive the report 
    1. The patient's primary HCP will automatically appear under the search bar
    2. If the recipient who should receive the progress summary is not shown, including yourself, using the search bar will allow you to add different or multiple recipients
      1. Note: selecting another HCP will associate that HCP with the patient going forward. You can view (or add) all the HCPs associated with a patient by reading this article "Viewing a patients HCP care team"
      2. Note: you may need to add yourself as a recipient if you are not attached to the patient as an HCP
  9. Press <Generate and Send>
  10. The Therapy Manager will display "Progress summary sent" and, depending on how your notification settings are configured, you will receive an email or SMS with a link to the progress summary. The link expires in 72 hours

If you want to change how you receive notifications, see article Account Settings

If you want to view the patient's HCP team, see article Viewing a patient's care team

 

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