This prompt generates a structured summary of a returning patient's history before you see them. In one prompt, AI Assist reads everything on file for that patient - notes, results, referrals, attachments - and presents it in a scannable format organised around what you actually need to walk into the consultation knowing.
To run it, click the AI Assist sparkle icon next to the patient's name - from a booking or from the client record directly, though most practitioners run it from the booking. Use it 5-10 minutes before the appointment. It covers who the patient is, what has happened recently, any patterns across visits, outstanding items you may have missed, and what they are presenting with today.
This prompt is designed for returning patients who have a record in Bookem. It is most useful when:
It is not designed for new patients - there will be no history to summarise.
The summary is divided into five sections. Each section starts with a short headline sentence - one line, 15–25 words - that tells you the most important thing. Supporting detail sits in a collapsed section beneath each headline; expand it if you need more.
Snapshot - age, sex, chronic conditions, current medication, allergies, and how long the patient has been at the practice.
Recent activity - the most recent visits and what was discussed, plus any active investigations, referrals, or treatment plans.
Patterns across visits - recurring complaints, trends over time (blood pressure, weight, symptom severity), anything that has come up more than once.
Outstanding items - follow-ups due or overdue, results pending, referrals in progress.
For today - what the patient is presenting with today, drawn from the booking reason or intake form, plus anything from their history that is directly relevant.
If a section has nothing to report, the headline says so and the detail section is omitted.
Patient overview - pre-consultation
Provide a concise overview of this patient's history and anything I
should be aware of for today's consultation. The goal is to help me
walk into the consultation knowing what matters, without having to
read every note on file.
Cover the following, in this order:
1. Snapshot
- Age, sex, relevant chronic conditions, current medication,
known allergies
- How long they have been a patient at this practice
2. Recent activity
- Most recent visits and what was discussed
- Any active investigations, referrals, or treatment plans
3. Patterns across visits
- Recurring complaints or symptoms across multiple visits
- Changes in trend over time (e.g. blood pressure, weight,
symptom severity)
- Anything that has been asked about more than once
4. Outstanding items
- Follow-ups due or overdue
- Test results pending
- Referrals in progress
5. For today
- What this patient is presenting with today (from the booking
reason or intake form)
- Anything from their history that is directly relevant to
today's visit
Output formatting:
- For each section, write the section name as a heading. The
heading should be clearly distinct from body text — readers
should be able to see at a glance where one section ends and
the next begins, even at small font sizes.
- After the section heading, write a single sentence that
captures the most important thing for me to know about that
section. This sentence is the headline — keep it short, around
15 to 25 words, no longer. It must be readable as a standalone
scan.
- After the headline sentence, place the supporting detail (lists,
dates, names of investigations, prior findings, etc.) inside a
collapsed section that I can expand if I want more. Label the
toggle for the collapsed section in a way that describes what is
inside it for that specific section — for example, "Show
medication and allergy detail" or "Show recent visits" — not a
generic word like "Details".
- Use standard, widely accepted clinical abbreviations sparingly
where they help density without losing clarity (e.g. Pt for
patient, Dx for diagnosis, Rx for medication, Abx for antibiotics,
FU for follow-up). Do not abbreviate drug names, lab tests, or
anatomical regions unless the abbreviation is unambiguous in
context. Spell things out the first time and use the abbreviation
thereafter if useful.
- If a section has nothing worth reporting, say so briefly in the
headline sentence and omit the collapsed detail entirely.
Use plain language. Do not include meta-commentary, instructions
to me, or source references.
---------------------------------------------------------------------
The output is a starting point, not a diagnosis. AI Assist summarises what is on file. It does not interpret clinical significance or flag things you should do - that is your job. Read the headlines, open the sections that matter, and go in.
Results and attachments need to be uploaded to be visible. AI Assist reads what is in the patient's Bookem record. If a result has not been uploaded or linked to an appointment, it will not appear in the summary.
The intake form feeds the "For today" section. If your patient completes an intake questionnaire before their appointment, that information is included automatically. No manual input needed.
Accuracy depends on note quality. If prior notes are brief or missing clinical detail, the summary will reflect that. The prompt will not fabricate information that is not on file.
The summary looks incomplete. Check that prior notes, results, and attachments are linked to the correct patient and appointments. AI Assist reads the full record, but only what is in Bookem.
A section I expected to see is missing. If a section has nothing to report, AI Assist omits the detail and says so in the headline. This is by design - a missing section means nothing relevant was found on file.
The output is in the wrong language. This prompt generates output in English. If you need the summary in another language, note that in the prompt text before generating.