> ## Documentation Index
> Fetch the complete documentation index at: https://developer.suki.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Patient Summary Overview

> Start here for Patient Summary: what it is, why to use it, key capabilities, how it fits your application, and where to go next

Patient Summary provides clinicians with a concise overview of a patient's recent medical history before an upcoming appointment. It helps providers review relevant clinical context quickly, reducing the time spent navigating charts before the visit.

To use Patient Summary features, you upload the patient's <Tooltip tip="Fast Healthcare Interoperability Resources. An HL7 standard for exchanging healthcare data as structured resources (for example Patient or Encounter)." cta="View in Glossary" href="/Glossary/f">FHIR</Tooltip> data to Suki's Clinical Knowledge Graph (CKG), generate a summary asynchronously, and retrieve the completed summary for display in your application.

Patient Summary is designed for pre-visit preparation. Unlike **Ambient**, which generates clinical notes during a patient encounter, or **Dictation**, which converts speech to text, Patient Summary gives clinicians relevant patient context before the appointment begins.

## Prerequisites

Before you begin, make sure you have:

* Partner credentials from [Partner onboarding](/documentation/get-started/partner-onboarding).
* A working authentication path for Patient Summary APIs.
* Ability to generate and sign the SDP JWT required for CKG ingestion.
* FHIR R4 patient, encounter, practitioner, schedule, and history data for the appointments you want to summarize.
* Stable identifiers such as `fhir_encounter_id` and `fhir_practitioner_id`.

## What Patient Summary includes

A completed summary contains the following sections:

| Section              | Description                                               | Source              |
| :------------------- | :-------------------------------------------------------- | :------------------ |
| **About this visit** | Appointment type and reason for the visit                 | Appointment context |
| **Summary**          | A brief overview of the patient's recent clinical history | CKG                 |
| **Previous visits**  | Short summaries of recent encounters                      | CKG                 |
| **Problems**         | Active problem list                                       | CKG                 |

<Note>
  * Patient Summaries are generated for patients with scheduled appointments on a provider's schedule. Before generating a summary, you must ingest the patient's FHIR data into CKG.

  * The content, historical lookback period, and summary length depend on your implementation and configured requirements.
</Note>

## Why use Patient Summary

Use Patient Summary to:

* Prepare clinicians before scheduled appointments.
* Display structured patient history in your schedule, chart, or patient profile.
* Generate summaries from FHIR data ingested into the Clinical Knowledge Graph (CKG).
* Reduce chart review time by providing a concise pre-visit overview.

## Common use cases

Use Patient Summary to support pre-visit workflows in your application.

<CardGroup cols={2}>
  <Card title="Schedule preview" icon="calendar">
    Generate summaries for scheduled appointments and display a pre-visit preview in your schedule or appointment list.
  </Card>

  <Card title="Patient chart review" icon="user">
    Retrieve the full Patient Summary when a clinician opens a patient chart to review recent history before the encounter.
  </Card>

  <Card title="Scheduled generation" icon="clock">
    Generate summaries for an entire provider schedule ahead of the clinic day so they are ready when clinicians need them.
  </Card>

  <Card title="On-demand generation" icon="rotate">
    Generate a summary for a single encounter when a patient is added to the schedule or when new clinical data becomes available.
  </Card>
</CardGroup>

## Typical integration flow

A typical Patient Summary integration consists of these steps:

<Steps>
  <Step title="Ingest FHIR Data">
    Ingest patient FHIR data into the Clinical Knowledge Graph (CKG).
  </Step>

  <Step title="Generate Summaries">
    Generate summaries for scheduled appointments or individual encounters.
  </Step>

  <Step title="Monitor the Job">
    Monitor the asynchronous generation job until it completes.
  </Step>

  <Step title="Retrieve the Summary">
    Retrieve the completed summary.
  </Step>

  <Step title="Present in Your App">
    Present the summary in your application's pre-visit experience, such as a schedule view, patient chart, or appointment details page.
  </Step>
</Steps>

<Note>
  Your application determines when summaries are generated, how often generation is triggered, and how the retrieved summary is presented to clinicians.
</Note>

## High-level architecture

```mermaid actions={false} theme={"theme":{"light":"github-dark","dark":"material-theme-darker"}}
flowchart LR
  subgraph PartnerAppIngest["Partner Application"]
    A["FHIR data"]
  end

  subgraph SukiPlatform["Suki Platform"]
    B["Clinical Knowledge Graph<br/>CKG"]
    C["Patient Summary generation"]
    D["Background job"]
    E["Patient Summary"]
  end

  subgraph PartnerAppDisplay["Partner Application"]
    F["Retrieve and display summary"]
  end

  A --> B
  B --> C
  C --> D
  D --> E
  E --> F

  style A fill:#FFF394,stroke:#333,color:#000
  style B fill:#FFF394,stroke:#333,color:#000
  style C fill:#FFF394,stroke:#333,color:#000
  style D fill:#FFF394,stroke:#333,color:#000
  style E fill:#FFF394,stroke:#333,color:#000
  style F fill:#FFF394,stroke:#333,color:#000
```

Patient Summary is generated using the clinical data available in the Clinical Knowledge Graph (CKG). The quality and completeness of the generated summary depend on the quality, completeness, and freshness of the data you ingest into CKG.

To learn more about the generation workflow, lifecycle, and limitations, see [How Patient Summary works](/documentation/concepts/patient-summary/architecture).

## Related guides

<CardGroup cols={2}>
  <Card title="Architecture" icon="sitemap" href="/documentation/concepts/patient-summary/architecture" arrow={true}>
    Lifecycle, data flow, background jobs, and summary section behavior.
  </Card>

  <Card title="Integrate CKG" icon="database" href="/documentation/concepts/patient-summary/integrate-ckg" arrow={true}>
    Why CKG is required and how daily FHIR ingestion works.
  </Card>

  <Card title="Generate Summaries" icon="waveform" href="/documentation/how-to/patient-summary/generate-patient-summaries" arrow={true}>
    Choose scheduled-appointment or single-encounter generation.
  </Card>

  <Card title="API Basic Usage" icon="code" href="/documentation/how-to/patient-summary/basic-usage" arrow={true}>
    Step-by-step Partner API workflow from CKG upload to summary retrieval.
  </Card>
</CardGroup>

## Resources

Refer to these references when you are ready to integrate:

<CardGroup cols={2}>
  <Card title="Patient Summary APIs Overview" icon="book-open" href="/patient-summary-api-reference/overview" arrow={true}>
    REST endpoints for ingestion, generation, jobs, and retrieval.
  </Card>

  <Card title="Patient Summary API Quickstart" icon="rocket" href="/patient-summary-api-reference/quickstart" arrow={true}>
    Staging scripts for one successful end-to-end Patient Summary path.
  </Card>
</CardGroup>

## Next steps

<Icon icon="file-lines" iconType="solid" /> Complete the [Partner onboarding](/documentation/get-started/partner-onboarding) process and get your credentials.

<Icon icon="file-lines" iconType="solid" /> Review [How Patient Summary works](/documentation/concepts/patient-summary/architecture), then [Integrate CKG](/documentation/concepts/patient-summary/integrate-ckg).

<Icon icon="file-lines" iconType="solid" /> Follow [Patient Summary basic usage](/documentation/how-to/patient-summary/basic-usage) for the API workflow.
