Use AI to create a detailed prep document for your first session with a complex new patient referral.
When you get a referral for a new patient with multiple diagnoses, prior surgeries, or a complicated history, walking in cold can feel overwhelming. Instead of scrambling through the paperwork right before the eval, use AI to help you synthesize all the information into a clear, organized prep document the day before. Feed AI the key details from the referral (diagnosis, surgeries, precautions, physician notes—just the clinical facts, no names or identifiers), and ask it to create a structured prep guide that helps you anticipate needs, prepare questions, and plan your evaluation approach. This gives you a mental roadmap so you can focus on the patient, not your notes, during that critical first session. Always verify the clinical details yourself—AI is your organizer, not your clinical decision-maker.
Try this prompt today
“I have a new patient evaluation tomorrow. The referral shows: 68-year-old with total knee replacement 6 weeks ago, also has diabetes and previous lumbar fusion, physician notes show slower-than-expected progress and knee flexion only at 85 degrees. Create a structured preparation document for me that includes: likely evaluation priorities, key questions I should ask, functional tests to consider, potential red flags to watch for, and initial treatment considerations. Organize this so I can review it quickly before the session.”
February 22, 2026
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