Effortless Delivery of After-visit Summaries and Care Plans to Patients
Patients often leave appointments uncertain about what was discussed — forgetting dosage instructions, follow-up steps, or care plan details. Practices rely on paper printouts that can be lost or outdated, creating confusion for patients and more inbound calls for staff.
Visit Summary Distribution
Ensure every patient receives a digital copy of their visit summary automatically once the encounter is completed. The summary includes diagnoses, medications, follow-up instructions, and any patient education materials — delivered securely via portal or email.
By automating this process, CERTIFY Health closes the loop on each visit and helps patients stay engaged and informed long after they leave the clinic.
Key Features
Automatic Posting
When a visit is marked complete or notes are signed in the EHR, summaries are automatically shared to the patient portal or sent through CERTIFY Health.
Secure Access
Patients receive email or SMS alerts that their summary is ready to view or download — always encrypted and HIPAA-compliant.
Print or Email Options
For patients preferring hard copies, staff can print directly from the system; digital delivery ensures records aren’t lost.
Visit History Archive
Each summary is saved in the patient’s portal, creating a longitudinal record for ongoing care.
Auditable Delivery
Logs confirm when summaries are posted, delivered, and viewed — supporting compliance and patient follow-up.
Use Cases
Primary care, oncology, cardiology, and any specialty that relies on complex follow-up care or multi-provider collaboration. Especially valuable for telehealth visits where no paper handouts are available.
Integrations
Visit Summary Distribution connects seamlessly with your:
EHR or practice management system – Patient portal – Secure messaging provider – Document management system – Reporting and audit logs
Why 
Unlike systems that simply attach PDFs to a portal, CERTIFY Health automates the entire delivery and tracking process — ensuring summaries go out instantly, securely, and in compliance with regional standards. This reinforces patient trust, reduces administrative workload, and improves satisfaction scores by making follow-up care clear and accessible.
Outcomes
Patients leave every visit with clear next steps
Reduced post-visit call volume
Stronger continuity of care
Improved compliance and patient satisfaction
Deliver Clarity After Every Visit
Make every patient’s next step simple and secure with CERTIFY Health’s Visit Summary Distribution.
