Pre-visit brief
Every visit starts prepared.
Thirty to sixty minutes before a scheduled visit, the assist reads the chart and writes a short brief: what changed, and what is worth a look.
How it works
Four steps, and the last one is yours.
- 1A visit is scheduledThe brief is prepared 30 to 60 minutes ahead.
- 2It reads the chartRecent notes, results, medications and open problems.
- 3It writes the briefWhat changed since the last visit, and what is worth a look.
- 4You open itThe brief waits with the visit. Nothing in the chart is changed.
What it does
The details.
1Ready before the visitPrepared automatically, ahead of the appointment.
2Since the last visitNew results, requests and follow-ups in a few lines.
3Worth a lookTrends and gaps are set apart from the rest.
4Pulled from the chartBuilt from what is already recorded.
5Saved with the visitReady when you open the patient.
6Read onlyIt informs the visit. It never edits the chart.
You stay in charge
A draft is only a draft.
The same rule applies to all six assists, and it comes first.
Nothing is added to the chart on its own
Every suggestion shows its source
A clinician approves before anything is saved
Questions
About the pre-visit brief.
When is the brief written?
About 30 to 60 minutes before a scheduled appointment.
Can it change the chart?
No. The brief only summarizes what is already there.
Where do I find it?
With the visit, ready when you open the patient.
Book a demo
See the pre-visit brief on one of your visits.
A 30-minute walkthrough in a sandbox clinic with sample data.