Use AI to draft clear post-evaluation reports that explain findings and next steps to patients and families.

After completing an initial evaluation, you often need to summarize your findings, answer patient questions, and explain the treatment plan in a way that feels clear and reassuring — not clinical or overwhelming. Instead of spending 20 minutes crafting the perfect explanation from scratch, you can use AI to draft a patient-friendly summary based on your clinical impressions. This workflow walks you through turning your evaluation notes into a polished written summary you can share via email or patient portal. 1. Start by jotting down the key findings from your evaluation in plain bullets: main problem areas, functional limitations, strength/mobility findings, and your recommended treatment plan. Keep it brief and use your own shorthand. 2. Paste those bullets into ChatGPT or Claude and ask it to draft a clear, conversational summary for the patient that explains what you found, what it means for their daily life, and what the next steps are. Specify the tone you want — reassuring, hopeful, straightforward. 3. Review the draft carefully. Make sure it accurately reflects your clinical findings, uses language your patient will understand, and doesn't overpromise or sound too technical. Adjust any medical terms or explanations that feel off. 4. Ask the AI to add a short closing section that answers common questions patients ask after an evaluation, like how long therapy might take or what they can do at home right away. 5. Copy the final version into your email or documentation system, personalize the greeting, and send it. Always double-check that no real patient data was entered into the AI tool and that your summary aligns with your clinical judgment.

March 23, 2026