Use AI to prepare a clear agenda and talking points for your initial patient evaluation session.
Initial evaluations set the tone for the entire episode of care, but between reviewing referrals, preparing questions, and planning your exam flow, it's easy to walk in feeling scattered. Use this prompt to create a personalized evaluation agenda that helps you stay organized, cover all necessary areas, and build rapport from the first handshake. This is especially helpful when you're seeing a complex case or unfamiliar diagnosis and want to ensure you don't miss key history questions or functional assessments. Always review the AI output and adapt it to your clinical judgment and the patient's actual presentation.
Try this prompt today
“Act as an experienced physical therapist preparing for an initial evaluation. I'm seeing a new patient tomorrow with the following referral information: [briefly describe diagnosis, age, and chief complaint - use NO real names or identifiers]. Help me create a structured agenda for the 45-minute evaluation session that includes: 1) Key subjective history questions I should ask to understand their functional limitations and goals, 2) Objective tests and measures appropriate for this condition, 3) A logical flow that balances thoroughness with building patient rapport, and 4) Talking points to explain my initial impressions and proposed treatment approach in plain language the patient will understand. Format this as a simple checklist I can glance at during the session.”
March 19, 2026
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