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Generate a consultation summary

Record the visit and get a short summary of what matters.

Table of Contents

Consultation summary listens to the conversation and pulls out symptoms, concerns and recommendations, so your note stays short and useful.

Create one

  • Click the microphone in the long answer field.

  • Choose Consultation summary.

  • Confirm The client agreed.

  • Hold the consultation as normal, then stop.

  • Check the summary and edit anything it missed.

The summary lands in the field. Save the form to keep it on the record.

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