Provider Summary

Jennifer Eggerton

Sep 10, 2026

849

Purpose	Set up, update, and assign Provider Summaries.
Who should do this	Central Administration users who manage Custom Features.
Use this guide when you need to	Configure charts, recalculate results, or create and assign a summary.
Main warning	Only one Provider Summary can be assigned to a provider at a time.

Quick path Central Administration > Administrative Options > Custom Features > Provider Summary

About Provider Summary

Provider Summary provides a real-time quick view of performance measure status. The default summary uses bar graphs for two client groups: new clients and active clients. Each bar shows the percentage of clients who met the measure. The number under a bar is a link to the client list for that result. The numerator is the number of clients who met the measure. The denominator is the number of clients in the group. The Provider Summary can be customized for each provider domain in CAREWare.

View Summary Info provides details of the measures in the provider Summary, including when the measures were last run.

Configure Provider Summary Charts

Step 1. Log in to Central Administration.

Step 2. Select Administrative Options.

Step 3. Select Custom Features.

Step 4. Select Provider Summary.

Step 5. Select a Summary Name to highlight it.

Step 6. Select Configure Charts.

Provider Summary Menu Options

Button	What it does
Configure Charts	Choose the measures and chart settings shown in a summary.
Edit Name	Edit the name of the summary.
New Summary	Create a Provider Summary.
Delete	Delete the selected Provider Summary.
Assign Providers	Assign the summary to one or more provider domains.
Back	Return to the Custom Feature Setup menu.
Print or Export	Print or export the list of provider summaries.
Column Visibility	Hide or show columns in the list of provider summaries.

Step 7. Select a chart description to highlight it.

Step 8. Select Edit.

Chart Configuration Menu Options

Button	What it does
Edit	Edit a chart or graph included in the Provider Summary.
Add Pie Chart	Add a pie chart to the Provider Summary.
Add Bar Graph	Add a Bar Graph to the Provider Summary.
Delete	Remove the selected chart or graph from the Provider Summary.
Move Up	Move the selected graph or chart up in the Provider Summary. Changes the order of the charts and graphs.
Move Down	Move the selected graph or chart down in the Provider Summary. Changes the order of the charts and graphs.
Back	Return to the list of Provider Summaries.
Print or Export	Print or export the list of graphs and charts in the Provider Summary.
Column Visibility	Hide or show columns in the list of charts and graphs.

Step 9. Change the settings as needed.

Step 10. Select Save.

Recalculate a Provider Summary

Timing note Recalculation time depends on the number of clients and records, the number of measures, and whether another summary is already running. You can keep working in CAREWare while it runs. Results will not appear until the process finishes.

Step 1. Under Provider Summaries, select a Summary Name.

Step 2. Select Assign Providers.

Step 3. Use the search field to find the provider.

Step 4. Select the Provider Name to highlight it.

Step 5. Select Recalculate.

Create and Assign a Provider Summary

Step 1. Under Provider Summaries, select New Summary.

Step 2. Enter a Provider Summary Name.

Step 3. Select Save.

Step 4. Select Add Pie Chart or Add Bar Graph.

Important This choice controls how the measure results appear. To change the chart type later, remove the measure and add it again using the other chart type.

Step 5. Select a Performance Measure.

Step 6. Enter a Title.

Step 7. Complete the other properties as needed.

Step 8. Select Save.

Step 9. Select Back.

Step 10. Select the Summary Name to highlight it.

Step 11. Select Assign Providers.

Step 12. Select a Provider Name.

Step 13. Select Save.

Assignment warning A provider can have only one assigned summary. Assigning the new summary removes the Default Summary from that provider.

How to Confirm It Worked

• The chart list shows the measures and chart types you saved.

• The Assign Providers screen shows Yes for the assigned provider.

• After recalculation, Last Evaluated shows a new date and time.

Troubleshooting and Common Questions

Why is the As of Date old?

The summary has not been recalculated recently. Open Assign Providers, select the provider, and select Recalculate.

Why do I see three bars and three dates?

The measure is set to run more than once as an Aggregate Report. Number of Measurements controls the number of dates. Days Between Measurements controls the space between dates.

Why did the Default Summary disappear?

Only one summary can be assigned to a provider. Assigning a different summary removes the Default Summary from that provider.

Related References

Document	Use it for
Performance Measures	Understand how performance measures work in CAREWare.

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