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Use the AI patient summary

Get up to speed on a patient before they walk into the room.

Table of Contents

The summary saves you searching through tabs. It pulls allergies, medications, conditions and history into one view at a glance.

Open it

  • Open the patient card and find AI patient summary.

  • Generate the summary. It takes 1 AI credit.

  • Read Summary ready, and check the source before you act on it.

It becomes available once the patient has at least 3 forms on file.

Elsewhere

A short client summary is also available from the booking panel on the calendar, including appointment history, spending and preferences.