Patient visit summaries
in English and Spanish.
Prepare a plain-language summary of the recorded conversation in English or Spanish.
Clinical note and patient summary
Give your patient a plain-language account of the visit, with medications and next steps. Their summary has its own copy and PDF options.
Compare both sample documentsEnglish and Spanish patient summaries
Review and edit the English or Spanish version before sharing it.
Read the language and export questionsYour visit summary
Hello Jane, It was wonderful to see you today. Dr. Patel spoke with you about your diabetes, blood pressure and cholesterol. Your blood sugar and blood pressure are higher than the targets set for you.
Your medicines
Dr. Patel increased your lisinopril from 10 mg to 20 mg once a day to help lower your blood pressure. Continue metformin 1,000 mg twice a day for diabetes and atorvastatin 20 mg at night for cholesterol.
Follow-up
In one week, have a blood test to check your kidney function and potassium after the lisinopril dose change. Check your blood pressure at home and bring your readings to your follow-up in four weeks. Repeat your A1c, metabolic panel and cholesterol tests in three months. Call the practice if you feel dizzy or have low blood pressure readings.
Help patients remember
what comes next.
Give your patient the plan in plain language. Review their summary in English or Spanish, then copy it or save a PDF.
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