Pre-Visit Insights give you an AI-generated briefing of a patient's history before you see them — a summary plus expandable insight cards, each linked back to the note it came from. This article covers Pre-Visit Insights in the web app (on the appointment page).
🧪 Beta feature. Web Pre-Visit Insights is rolling out gradually. If you don't see an Insights tab on your appointments, it isn't enabled for your account yet — contact support to request access.
Where to find it
In the web app, open an appointment that has a patient assigned.
In the appointment's side panel, you'll see two tabs: Details and Insights.
Click Insights.
What you'll see
A short summary of the patient's relevant history.
Expandable insight cards drawn from the patient's prior visits.
Citations on each insight — click one to open the source note it was drawn from.
Insights generate automatically when you open an appointment with a patient assigned, and they're saved, so returning to the appointment shows them instantly without regenerating.
Keeping insights current
Regenerate: use the regenerate button in the Insights tab to refresh the briefing on demand.
Patient changes: if you reassign the appointment to a different patient, insights regenerate for the new patient.
Before the visit: for upcoming appointments, Eluve can generate insights automatically shortly before the scheduled start time, so they're ready when you open the appointment.
When insights don't generate
Eluve won't automatically generate insights for appointments that are completed, cancelled, or marked as a no-show. Any insights already generated for those appointments still display — they simply won't refresh on their own.
What insights are based on
In the web app, insights are built from the patient's most recent signed Eluve notes for that patient. That means:
A patient with prior signed notes in Eluve will have a richer briefing.
A brand-new patient with no history in Eluve will have little or nothing to summarize yet.
💡Tip: If the Insights tab is empty, check that a patient is assigned to the appointment and that the patient has at least one prior signed note in Eluve.
Frequently asked questions
When do insights appear?
Automatically when you open an appointment with a patient assigned — and, for upcoming visits, shortly before the scheduled start.
Nothing shows up — why?
Make sure a patient is assigned and has prior signed notes in Eluve. New patients with no history won't have insights yet.