Use AI to prepare a structured prep sheet before your first session with a new patient referral.
When you receive a new patient referral, you often have limited information—maybe just a diagnosis, a brief physician note, and basic demographics. Before that first evaluation, use AI to create a structured prep sheet that helps you walk in organized and confident. Give AI the referral details (keeping it generic—no real names or identifying info), and ask it to generate a list of key assessment areas to consider, typical patient concerns for that condition, and questions you might want to ask during intake. This isn't about replacing your clinical judgment—it's about having a mental checklist so you don't miss important context during that crucial first conversation. Review and adjust the output based on your clinical expertise and facility protocols before your appointment.
Try this prompt today
“I'm a physical therapist preparing for a first evaluation with a new patient referred for chronic lower back pain, age 55, works a desk job. Create a structured prep sheet that includes: key assessment areas I should consider, typical patient concerns or goals for this condition, and 5-6 intake questions that will help me understand their functional limitations and daily impact. Keep it practical and patient-centered.”
February 22, 2026
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