Use Conversation Starters
Tap a preset prompt for your most common tasks—no typing needed.
Be specific and clear
The more context you give, the more relevant the output. Include the goal, not just the topic.
Provide examples if helpful
Paste in a sample format or structure if you want output to follow a template.
Refine if needed
If the response isn't quite right, follow up with a clarification or check your Chat Settings.
💡 Chat draws from your patient's signed notes by default.
If you want to include notes that haven't been signed yet, enable Unsigned Notes in Chat Settings → Knowledge.
For clinicians without EHR integration: always select the same patient name for follow-up visits so Chat can maintain an accurate history.
Use-Cases, Best Practices, & Example Prompts
Pre-Session Prep
Refresh your memory. Walk into every visit fully prepared.
Quick Recap | Deep Context |
What was the chief complaint? | Main story and reason for visit |
Where were we at the last visit? | What changed since the last visit |
What did we do or plan last time? | Working diagnosis and uncertainties |
What's abnormal, pending, or high risk? | Key objective data (labs, imaging, vitals) |
What's today's key decision point? | Medications, adherence, risk factors |
| Safety watch-outs and red flags |
| Pending items and today's decision |
Clinical Reasoning & Treatment Planning
Diagnosis Interpretation | Treatment Planning | Future Session Planning |
During the Visit | Structured & Intentional | Between Visits |
Clarify diagnoses, differentials, and key findings | Generate clear, structured treatment plans | Build a progression roadmap across sessions |
Interpret lab & imaging results, highlight abnormal values | Match interventions to readiness and stage of care | Track goals and checkpoints |
Surface must-not-miss issues and safety concerns | Maintain consistency across visits | Prepare adjustments before the next visit |
Generate targeted follow-up questions | Clearly communicate 'where we are and where we're going' | Avoid starting from scratch every time |
Patient Communication & Follow-Through
Patient Communication & Education | Patient Follow-Through & Home Plans |
Help patients truly understand their care | Make the plan actionable outside the clinic |
Explain diagnoses, labs, and imaging in plain language | Generate patient to-do lists and home exercise plans |
Rewrite complex medical explanations into patient-friendly terms | Clarify exercises: what to do, frequency, and duration |
Educate patients on causes, next steps, and warning signs | Set clear expectations and reminders |
Improve patient confidence, adherence, and satisfaction | Reduce confusion and missed steps between visits |
Documentation Support & Working with Files
Documentation & Admin | Working with Uploaded Files |
Medical summaries for referrals and handovers | Upload reports, labs, imaging results, or handwritten notes |
Discharge summaries for continuity of care | Summarize key findings and highlight clinical relevance |
ICD coding suggestions for billing and compliance | Generate patient-friendly overviews from complex files |
Letters of Medical Necessity | Create SOAP notes from uploaded handwritten notes |
Treatment or case reports | Avoid re-reading long PDFs—let Chat pull out what matters |
Referral letters |
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Doctor's notes for work or school |
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Example Prompts
Copy, Adapt, or Save as Conversation Starters
Pre-Session Prep
"Provide a recap of this patient's last session. Include 3 follow-up questions to ask today."
Diagnosis Interpretation
"Explain this patient's diagnosis and key clinical findings in detail."
Lab & Imaging Results
"Explain the lab and radiology results, highlighting any abnormal values."
Treatment Plan
"Based on the findings, generate a clear treatment plan including follow-up steps."
Medical Summary
"Create a structured, priority-based medical summary for documentation."
Patient Education
"Explain this patient's condition and treatment plan in simple, non-medical language."
Coding Support
"Suggest appropriate ICD codes based on this patient's diagnosis."
Referral Letter
"Write a referral letter including current status, clinical findings, and recommendations."
Discharge Summary
"Summarize this patient's case for safe discharge and continuity of care."
Home Plan
"Create a patient-friendly home treatment plan with instructions, frequency, and duration."