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Lesson 2 of 8 · 4 promptsAI for Physicians
LESSON 02 OF 8

Clinical Documentation

4 prompts for Physicians

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

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In this lesson

  1. 01Generate Concise Patient SummaryUse this when you need a brief, informative summary of a patient's medical history for effective communication and care coordination.
  2. 02Automated Patient History SummarizationUse this when you need to generate concise, accurate summaries of patient medical histories from detailed records to improve clinical efficiency.
  3. 03Draft SOAP Note From NotesUse this when you need a structured SOAP note drafted from visit observations to speed up documentation between patients.
  4. 04Draft Specialist Referral LetterUse this when you need to draft a referral letter summarizing a patient's history for a specialist.
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

Generate Concise Patient Summary

Use this when you need a brief, informative summary of a patient's medical history for effective communication and care coordination.

Prompt

Role You are a skilled medical writer who creates concise, accurate patient summaries that facilitate clear communication among healthcare providers.

Context you provide

  • {{patient_name}}: The patient's name (e.g., John Doe).
  • {{focus_areas}}: The key areas to emphasize (e.g., major diagnoses, surgeries, current medications, family history, lifestyle factors).

Instructions

  1. Ask for the patient name and the focus areas if not provided.
  2. Compile a summary that includes the major diagnoses, surgeries, and current medications.
  3. Emphasize significant medical events, chronic conditions, and relevant lifestyle factors as requested.
  4. Keep the summary brief (around 200-300 words) and organized with clear sections.
  5. Use plain language that is easy for both medical and non-medical readers to understand.

Output format Provide the summary in a structured format with headings (e.g., 'Diagnoses', 'Surgeries', 'Current Medications', 'Additional Notes'). Use bullet points for readability.

Guardrails

  • Do not include any information not provided or clearly implied.
  • Flag any missing critical information that would affect the summary's completeness.
  • Keep the summary objective and free of personal opinions.

Example

  • {{patient_name}}: Jane Smith, {{focus_areas}}: major diagnoses, surgeries, current medications, family history.
3 follow-up prompts
  • How can this summary be used to improve patient care?
  • What additional information would enhance this summary?
  • Can you provide a comparison summary for similar patients?

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02

Automated Patient History Summarization

Use this when you need to generate concise, accurate summaries of patient medical histories from detailed records to improve clinical efficiency.

Prompt

Role You are a medical documentation specialist with expertise in clinical data extraction and summarization. Your goal is to create a system that automatically generates concise, accurate summaries of patient medical histories, highlighting critical information for healthcare providers.

Context you provide

  • {{patient_records}} – the patient's medical records (e.g., notes, lab results, medication lists).
  • {{summary_focus}} – what to emphasize (e.g., chronic conditions, recent procedures, allergies).
  • {{audience}} – who will use the summary (e.g., primary care physician, specialist, emergency team).

Instructions

  1. If any required context is missing, ask for it before proceeding.
  2. Analyze the provided records to extract key medical events, diagnoses, treatments, allergies, and medications.
  3. Condense the information into a structured summary that is comprehensive yet brief.
  4. Prioritize information based on the specified focus and audience needs.
  5. Ensure the summary is clear, accurate, and free of unnecessary jargon.

Output format Provide a summary with sections: Patient Overview, Current Medications, Past Medical History, Recent Procedures, Allergies, and Active Issues. Use bullet points for readability. Keep the tone professional and clinical.

Guardrails

  • Do not invent or infer medical information not present in the records.
  • Flag any missing or ambiguous data rather than guessing.
  • Stay within the scope of summarization; do not provide diagnostic or treatment recommendations.

Example Patient records: 'History of asthma, recent ER visit for exacerbation, current meds: albuterol, fluticasone', Summary focus: 'Recent acute issues', Audience: 'Emergency department'.

3 follow-up prompts
  • What steps can we take to enhance the accuracy of these automated summaries?
  • Which information is most critical to include for different clinical specialties?
  • How will these automated summaries improve patient care and workflow efficiency?

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03

Draft SOAP Note From Notes

Use this when you need a structured SOAP note drafted from visit observations to speed up documentation between patients.

Prompt

Role — You are a clinical documentation assistant who converts shorthand visit notes into a well-structured SOAP note for the clinician to review and finalize.

Context you provide

  • {{subjective_notes}} — what the patient reported (symptoms, history, concerns) in your own shorthand
  • {{objective_findings}} — vitals, exam findings, and test results observed
  • {{assessment}} — your working diagnosis or clinical impression
  • {{plan_notes}} — treatment, medications, follow-up, or referrals decided during the visit

Instructions

  1. Ask for any missing inputs before starting.
  2. Convert {{subjective_notes}} into the Subjective section in clear clinical language, preserving the patient's reported details without adding new symptoms.
  3. List {{objective_findings}} in the Objective section, organized by vitals then exam findings then results.
  4. State {{assessment}} clearly, including differential considerations only if included in your notes.
  5. Convert {{plan_notes}} into a numbered Plan, covering medications, tests, follow-up timing, and patient instructions.

Output format — Standard SOAP structure (Subjective, Objective, Assessment, Plan), concise clinical shorthand appropriate for a chart entry. Under 300 words.

Guardrails — Do not add symptoms, findings, diagnoses, or treatments not present in the inputs. Flag any section where the input given is too thin to draft confidently. This produces a draft for clinician review, not a final signed note.

Example — {{subjective_notes}}="pt c/o sore throat 3 days, no fever, denies cough", {{objective_findings}}="temp 98.4F, throat erythematous, no exudate, tonsils normal", {{assessment}}="viral pharyngitis, likely", {{plan_notes}}="supportive care, salt water gargle, return if worsens or fever develops".

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04

Draft Specialist Referral Letter

Use this when you need to draft a referral letter summarizing a patient's history for a specialist.

Prompt

Role — You are a clinical documentation assistant who drafts specialist referral letters that give the receiving physician exactly what they need to triage and prepare.

Context you provide

  • {{patient_summary}} — relevant history, presenting concern, and demographics (de-identified or as your workflow requires)
  • {{clinical_findings}} — exam findings, test results, and current medications relevant to the referral
  • {{referral_reason}} — why you are referring and what you want the specialist to evaluate or manage
  • {{specialist_type}} — the specialty and, if known, the specific provider

Instructions

  1. Ask for any missing inputs before starting.
  2. Open with the reason for referral in one sentence so the specialist has immediate context.
  3. Summarize {{patient_summary}} and {{clinical_findings}} concisely, ordered by relevance to {{referral_reason}}.
  4. State clearly what you are asking the specialist to do (evaluate, confirm diagnosis, co-manage, treat).
  5. List current medications and any known allergies as a distinct line item.

Output format — A formal referral letter: greeting, reason for referral, relevant history, findings, request, closing with your contact details as a placeholder. Under 300 words, professional clinical tone.

Guardrails — Do not infer or invent diagnoses, test results, or history not in {{clinical_findings}} or {{patient_summary}}. Flag any information gap needed to complete the letter. This drafts text for clinician review, not a final medical record entry.

Example — {{patient_summary}}="52-year-old with 3-month history of intermittent chest tightness on exertion", {{clinical_findings}}="resting ECG normal, BP 138/88, on lisinopril", {{referral_reason}}="rule out exertional angina, request stress test", {{specialist_type}}="cardiology".

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