Leslie,
I currently use the Summary Sheet on every patient visit.
I put the health maintenance items (Cholesterol with date and values, Bone Density Date, Colonoscopy Date, Pap Date, Mammogram Date, PSA Date and value, HgbA1c etc.) into the Directives on the Demographic page. This all shows up on the summary page. My receptionist shows the summary sheet to each patient on each visit and the patient then signs off that all is correct (diagnosis, meds, demographics and health maintenance).
Approximately half the time there is a change with something and it is corrected and a new Summary Sheet is printed and placed in the otherwise empty chart. This allows me to stay up to date on all of the above and reminds me to address the health maintenance with each and every vist. I love it.
Jim