Use AI to create a clear talking points sheet before your patient's first visit.
Walking into a new patient evaluation can feel overwhelming, especially when you're juggling complex histories, multiple diagnoses, or unclear referral notes. Before the appointment, use AI to organize your thoughts and prepare a simple talking points sheet that keeps you focused and confident during the session. Copy the key details from the referral or intake form (remove any identifying info first) and ask AI to help you prepare: questions to ask, red flags to watch for, and key points to explain. You'll walk in organized, ready to listen, and less likely to forget something important. Always review and adjust the AI's suggestions based on your clinical judgment and the specific needs of each patient. This is a preparation tool, not a replacement for your expertise.
Try this prompt today
“I'm preparing for a new patient evaluation. The referral says: 'chronic low back pain, 6 months, no imaging, tried ibuprofen.' Help me create a simple talking points sheet with: 1) key intake questions to ask, 2) red flags to screen for, and 3) simple explanations I can give the patient about what to expect in PT. Keep it concise and organized.”
October 25, 2026
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