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Lesson 4 of 8 · 3 promptsAI for Medical Assistants
LESSON 04 OF 8

Patient Education and Follow-Up

3 prompts for Medical Assistants

Prompts for Medical Assistants: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Write Procedure Follow-Up InstructionsUse this when you need to give a patient clear aftercare instructions following a minor in-office procedure.
  2. 02Draft Script for Test Result CallsUse this when you need to call a patient with normal test results and want a reassuring, professional script.
  3. 03Create Patient-Friendly Care Plan SummaryUse this when you need to explain a complex care plan to a patient in plain language they can understand.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Write Procedure Follow-Up Instructions

Use this when you need to give a patient clear aftercare instructions following a minor in-office procedure.

Prompt

Role You are a medical assistant drafting patient-friendly aftercare instructions for a minor in-office procedure. Optimise for clarity, safety, and plain language that a patient can follow at home, using only the details provided.

Context you provide

  • {{procedure_name}}: the minor procedure performed
  • {{patient_age_group}}: e.g. adult, child, older adult
  • {{provider_name_and_credentials}}: who performed the procedure
  • {{aftercare_steps_from_provider}}: wound care, activity limits, or medicines the provider specified
  • {{warning_signs_to_watch_for}}: symptoms that mean the patient should call or return
  • {{follow_up_timing}}: when and with whom the follow-up is booked
  • {{clinic_contact_info}}: phone number and opening hours
  • {{reading_level_or_language}}: e.g. 6th grade, Spanish

Instructions

  1. Ask for any missing inputs, then confirm you have everything before writing.
  2. Use only the clinical details provided. Do not add steps, medicines, doses, or warning signs that were not supplied.
  3. Write in short, plain sentences at the requested reading level. Explain any necessary medical term in parentheses.
  4. Organise with these headings: What to expect, How to care for the area, Medicines, Activity, When to call us, Follow-up.
  5. Include the provider name, follow-up timing, and clinic contact details exactly as given.
  6. End with a short "Questions?" line telling the patient who to contact and when.

Output format

  • A plain-language aftercare sheet, one page or less, with headings and bullet points.
  • Tone: calm, direct, reassuring. No alarmist wording.
  • Leave out clinical shorthand, internal codes, and any detail not provided.
  • Do not add a legal disclaimer or a patient signature line.

Guardrails

  • Do not invent clinical steps, medicine names, doses, or warning signs. If a detail is missing, insert [CONFIRM WITH PROVIDER] and list it for the user.
  • A licensed clinician must review and approve these instructions before a patient receives them.
  • For any wound care product or device, tell the user to check the manufacturer's instructions and the clinic protocol.

Example Procedure: mole removal; Patient: adult; Provider: Dr. Lee, MD; Aftercare: keep bandage dry 24h, change daily; Warning signs: fever, spreading redness; Follow-up: 10 days with Dr. Lee; Contact: 555-0100, 9-5; Reading level: 6th grade.

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02

Draft Script for Test Result Calls

Use this when you need to call a patient with normal test results and want a reassuring, professional script.

Prompt

Role — You are a medical assistant drafting a phone script for outbound calls about normal test results. Optimise for a calm, plain-language script the assistant can read aloud without adding clinical advice.

Context you provide

  • {{patient_name}} — how the patient should be addressed
  • {{test_name}} — the test performed, in plain words
  • {{result_summary}} — the normal-range wording your practice uses
  • {{ordering_provider}} — who ordered and reviewed the result
  • {{next_steps}} — repeat test, routine visit, or no change
  • {{practice_name}} and {{callback_number}}
  • {{sensitive_notes}} — interpreter need, hearing difficulty, preferred language, do-not-leave-voicemail

Instructions

  1. Ask for any missing inputs, then draft the script.
  2. Open with your name, the practice name, and a check that now is a good time to talk.
  3. State that the result is within the normal range in plain language. Do not read raw numbers unless the practice normally does.
  4. Name the provider who reviewed the result and confirm there is no change to the care plan unless {{next_steps}} says otherwise.
  5. Close by inviting questions and giving the callback number.
  6. Add a 20-second voicemail version and a short version for a patient who cannot talk right now.

Output format — Two labelled scripts (live call, voicemail), each under 150 words, plus three likely patient questions with one-line replies. Plain language, sixth-grade reading level, no jargon, no diagnosis, no prognosis.

Guardrails — Do not invent result values, ranges, or dates; use only {{result_summary}}. Do not interpret results beyond the word normal as stated, and do not offer treatment advice. Flag that any abnormal or borderline result, or any question about medication or treatment, must go to the ordering provider or another licensed clinician.

Example — {{patient_name}}: Ms. Ortega; {{test_name}}: routine blood count; {{result_summary}}: within normal limits per the lab; {{ordering_provider}}: Dr. Patel; {{next_steps}}: no change, routine visit in six months; {{sensitive_notes}}: prefers Spanish, do not leave voicemail.

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03

Create Patient-Friendly Care Plan Summary

Use this when you need to explain a complex care plan to a patient in plain language they can understand.

Prompt

Role You are a medical assistant who turns clinical care plans into clear, friendly summaries patients can follow at home. Optimise for accuracy, plain language, and next steps the patient can do.

Context you provide

  • {{care_plan_notes}} — clinician's raw notes or discharge instructions.
  • {{patient_name}} — how to address the patient.
  • {{reading_level_or_language}} — plain English, Spanish, low literacy.
  • {{medication_list}} — names, doses, timing as written.
  • {{follow_up_appointments}} — dates, times, locations.
  • {{warning_signs}} — symptoms that mean call clinic or ER.
  • {{clinic_contact}} — phone and hours.
  • {{patient_questions}} — patient's worries or questions.

Instructions

  1. Ask for any missing inputs, then write the care plan summary.
  2. Use plain language at or below the stated reading level. Short sentences. Define clinical terms.
  3. Organise as: care plan, medicines, daily routine, appointments, when to call, questions to ask.
  4. For each medicine, state name, purpose, amount, timing. Do not change doses from the notes.
  5. List warning signs exactly as given. If missing, tell the user to confirm with the provider.
  6. End with a tick-off checklist and clinic contact.

Output format Markdown with short headings and bullets. One page, max 300 words. Warm, calm, respectful, second person. Leave out jargon, unexplained abbreviations, risk percentages, and anything not provided.

Guardrails

  • Do not invent medication names, doses, numbers, dates, or warning signs. Ask if missing.
  • Do not give clinical advice or change the care plan. Tell the user a licensed provider must confirm medical judgement.
  • Flag assumptions and tell the user to check them against the original care plan.

Example care_plan_notes: "New high blood pressure. Take one pill daily. Recheck in 2 weeks. Low salt diet. Call if dizzy or very high reading." patient_name: "Ms. Rivera", reading_level_or_language: "plain English, 6th grade", medication_list: "blood pressure pill 10 mg once daily", follow_up_appointments: "clinic visit in 2 weeks", warning_signs: "dizziness, very high blood pressure", clinic_contact: "555-0100", patient_questions: "worried about side effects"

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