Workflow example · Solo psychiatric practice
A follow-up note that starts with the visit.
Follow a medication-management visit from a short dictated summary to a draft the clinician can review, edit and place in the EHR.
An illustrative scenario to help you evaluate the workflow. No customer outcomes or time savings are claimed.
The starting point
What needs to happen after the visit?
The visit is finished. The clinician still needs to turn the interval history, medication discussion, MSE findings and follow-up plan into a coherent note.
- 01
Capture the encounter
Choose ambient transcription or dictate a summary after the visit. Include the details you actually assessed and the decisions you made.
- 02
Review a structured draft
Work through the interval history, MSE, medication changes and assessment and plan by diagnosis. Psychotherapy documentation, when included, appears at the bottom of the same encounter note.
- 03
Check what matters
Verify medication names, doses, schedules and changes. Check risk documentation and remove or correct anything the encounter does not support.
- 04
Finish in your EHR
Edit the draft, confirm the documentation and copy the finished text into your existing chart. The clinician retains responsibility for the signed note.
Make the test your own
What to pay attention to
Use the 5 free hours to test synthetic or de-identified examples. For patient information, choose a paid plan and have the BAA in place first.
- Time from completing the encounter to finishing the note, including review
- Number and type of edits needed in the first draft
- Whether medication changes and the follow-up plan remain faithful to the encounter
Try the workflow. Read the draft.
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Test with synthetic or de-identified examples · BAA on paid plans