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Over about a decade a group of patients and providers colaborated to understand what patients and their family and friends wanted. While we did a lot of work with Microsoft Health Vault and Washington State Health Record Bank program, the remaining artifact is here (pages 5-24): Shared Care Plan PDF 
This can be printed and used. We created a real time electronically produced and printed one page summary (two sides) that precisely met the physicians needs during a visit. Maybe I can find one.
Since those days, the medical establishment has reframed this patient-created tool to diminish it dramatically and twist into a medical system tool, calling this distortion a Continuity of Care Document. It originated as a profoundly social tool centered on the person that the medical establishment insists on calling "the patient". Sort of like "the dog" or "the car".
In addition to the SCP and developed by the same people in parallel was the invention of the Navigator-Coach role, which later became transmuted into a different idea, again one at the mercy of the medical system--"The Community Health Worker." In fact the disjointed parts of the medical system are fighting to this day over the control of this pivotal role.
# WHEN Started in 2000 with Robert Wood Johnson Foundation's funding "Pursuing Perfection", a multisite, multi-year grant administered by the Institute of Healthcare Improvement to attempt to learn how to Redesign US Healthcare System. 2000-2015 Ongoing?
# WHERE The Shared Care Plan originated in Whatcom County, Washington.
# WHY People with chronic illnesses wanted a tool to help them manage their illness and their relationships with people and institutions of their choosing.
# WHO - People with chronic medical conditions that were too difficult for one doctor and one patient to manage by themselves. Typical relationships included: - Family Care Givers - Family and Friends - Community Health Workers - Doctors--primary and specialists - Pharmacists Later the State of Washington got involved creating the Washington State Health Record Bank project. Microsoft got involved and created MS HealthVault.
# HOW A small group of people with complex chronic conditions were paired with a computer interface designer, Dawn Gauthier, and the designer was paired with a HTML programmer. They moved from a white board to a text editor, six months later into web pages, and two years later Nik Ivancic lead the work to transform web pages into a computer program with the capability to allow patients to control access at the level of individual items and the ability for the PHR Server to communicate with other servers, e.g. Lab data servers, Medical record servers, Pharmacy servers and Microsoft's HealthVault (which was inspired from the Shared Care Plan and developed together, in synch.
# WHAT A user-created and user-managed document created in a text editor (MS Word), printable, shareable--that changed the collaborative conversations and the clinical outcomes. Saved lives. Decreased costs (read revenue to the system)--which resulted in a profound lack of support by Hospitals, Managers of physicians, Payers, and ultimately by Politicians.
# WHAT NEXT Neighborhoods must find ways to produce and sustain their own Navigator-Coaches who can be Lifeguards and Translators as well. They are the life saving connection between people and the complex and internally competitive Medical System. Navigator-Coaches must help people use Shared Care Plans.