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Use case: Generating pre-visit summaries & post-visit actions

Avoid tracking dozens of details down across systems and prepare for patients in seconds

Written by Adam Bragg

AI Assist is the best way to create pre-visit summaries that pull in context about a patient from across your software systems. Create a summary in seconds and after the visit create action items in seconds!

Creating Pre-Visit Summaries with AI Assist - Watch Video

AI Assist pulls in context about your patients from the EMR, text threads, and billing platform. Create a pre-visit summary with Assist and ask detailed follow up questions as you prepare for a patient. Watch as Assist also calls out administrative items you may not have top of mind like missed bills or outstanding membership fees.

To get started:

  • Ask Assist to create a pre-visit summary for a patient

  • Ask Assist to summarize factual trends from a patient's history (e.g. how have A1C levels changed in the past 6 months)

  • Ask Assist to identify anything that might be top of mind for the patient

  • Ask Assist to create any relevant follow up tasks for you and your team after the visit

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