Use AI to draft clear pre-visit planning notes before seeing complex patients with multiple conditions.
When you're reviewing your schedule and see a patient with five chronic conditions, three new symptoms, and a dozen medications, it takes time to organize your approach. Instead of mentally juggling everything or scribbling notes, use AI to create a structured pre-visit thinking document in seconds. Paste in the key details (using generic descriptions, never real patient data), and let AI organize it into a concise action plan you can glance at before walking into the room. This saves you 5-10 minutes per complex patient and helps you feel prepared and confident.
Try this prompt today
“Act as an experienced primary care physician preparing for a complex patient visit. I will describe a hypothetical patient scenario with multiple issues, and I need you to create a brief pre-visit planning note that includes: (1) prioritized problem list in order of urgency, (2) key clinical questions I should address today, (3) which issues can be deferred to follow-up, and (4) any coordination tasks I should initiate. Keep it under 200 words so I can quickly review it before the appointment. Here's the scenario: 68-year-old with poorly controlled diabetes (A1c 9.2), hypertension, new complaint of knee pain for 3 weeks limiting mobility, overdue for colon cancer screening, on 8 medications including recent addition of gabapentin, and requesting refill of oxycodone prescribed by orthopedics 6 months ago.”
March 22, 2026
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