Summit Guides
Step-by-step guides for using Summit in your practice.
Find the task you need, follow the steps, and get back to your patients.
Start with your role
Front Desk
Scheduling, check-in, patient records, and intake paperwork.
Providers
Pre-visit briefings, encounters, chart notes, and telehealth visits.
Administrators
Team, locations, templates, notifications, and practice defaults.
Patients
Booking, intake forms, the patient portal, and video visits.
Popular tasks
- Sign In to Summit
- Schedule a New Appointment
- Add a New Patient
- Assign Intake Packets
- Start a New Encounter
- Join a Telehealth Visit as a Provider
- Invite Team Members
Browse all sections
Start Here
Sign in, accept invites, switch workspaces, and set up your profile.
Schedule & Appointments
Book, reschedule, manage the waitlist, and configure visit types.
Patients & Records
Add patients, open charts, update records, and manage treatment plans.
Intake & Pre-Visit
Send intake packets, track responses, and review AI briefings.
Encounters & Telehealth
Run visits, capture notes, review charts, and host video visits.
Forms & Templates
Build forms, consent templates, intake packets, and note templates.
Feedback & Reputation
Send feedback requests and track your practice's reviews.
Practice Settings
Team, locations, availability, notifications, and practice defaults.
Patient Help
Guides you can share with patients: booking, intake, and the portal.
Can't find what you need? Use the search above, or contact your administrator for help.