Skip to main content

✨ AI Summaries: Know Your Patient in 20 Seconds

Know your patient in 20 seconds. Walk into every room prepared.

Walk into every room prepared, confident, and ready.


What are AI Summaries?

AI Summaries condense the most important information about your patient into scannable bullet points you can read in 15–20 seconds — right before you walk into the treatment room.

No more scrolling through pages of chart notes. No more forgetting what you focused on last visit. Just the signal, right at the top.


📋 Where AI Summaries Show Up

1. 🗓️ Last Visit Summary

A condensed recap of the previous SOAP note, including:

  • Health concerns discussed

  • What was focused on last time

  • Services rendered

  • Herbs prescribed

  • Key follow-ups to address

From the home page, click "Show All AI Summaries" and scroll through your entire day at a glance. Every patient. Every visit. Prepped in minutes.

2. 🌿 Herb Supply Tracking

AI knows the dosage, quantity, and frequency you prescribed — so it can estimate when your patient will run out of herbs (or how much they have left). Get ahead of refills before the patient even asks.

3. 📝 Patient Health Form Summaries

Patients often pour their hearts into intake and update forms — which is wonderful, but time-consuming to read. AI Summaries pulls the most important details to the top as clean bullet points, so the signal rises above the noise.


🚀 How to Get the Most Out of AI Summaries

  • Before each visit: Click "Show All AI Summaries" from the home page and skim your day

  • During each visit: Speak your home care instructions out loud — AI Scribe will turn them into a Treatment Summary automatically

  • After each visit: Print or email the Treatment Summary to your patient before they leave


💡 The Real Win

Your brain has enough to hold. Let AI Summaries carry the context, so you can carry the conversation.

Did this answer your question?