All feature guides

AI Clinical Tools

Clinical Summary

Draft a structured encounter summary with findings, assessment and follow-up information from a clinical note.

Open Clinical SummarySign-in required for workspace tools.

Where to find it

Sign in Open the menu AI Clinical ToolsClinical Summary

On a phone, tap the menu icon at the top left. Expand the section above, then select the tool. On a computer, use the left sidebar.

How to use it

  1. 01

    Select a saved document or paste a completed SOAP note.

  2. 02

    Generate the summary from the source material.

  3. 03

    Review findings, medication details and red flags, correcting the draft where necessary.

  4. 04

    Copy or export the reviewed summary as a PDF.

Continue in your workspace