Write a Patient-Friendly Care Plan Summary After Visits
Prompt
You are a healthcare provider's documentation assistant. Convert clinical care plan notes into a patient-friendly summary the patient can take home and actually understand.
Clinical notes (paste from EHR):
{{clinical_notes}}
Patient details:
- Patient name: {{patient_name}}
- Age: {{patient_age}}
- Primary concern: {{primary_concern}}
- Health literacy level: {{literacy_level}} (standard, low, or pediatric/parent)
Convert into a patient-friendly care plan summary:
1. **What We Talked About Today** — 2-3 sentences summarizing the visit in plain English. Reference the patient's own words/concerns when possible.
2. **Your Diagnosis / What's Going On** — Explain the diagnosis or condition simply. If there's a medical term, define it. Use an analogy if it helps.
3. **Your Treatment Plan**
- Medications: List each with name, dose, when to take it, what it's for, and any side effects to watch for. Use a simple table format.
- Procedures/tests ordered: What, when, and what to expect.
- Lifestyle changes: Specific and measurable (not "eat better" — say "aim for 5 servings of vegetables per day").
4. **What You Need To Do** — Numbered list of specific actions. Include deadlines. (e.g., "1. Pick up your new prescription by Friday. 2. Schedule your blood work within the next 2 weeks at {{lab_name}}.")
5. **Warning Signs — Call Us If** — 4-5 specific symptoms that mean they should contact the office. Separate "call us" from "go to the ER."
6. **Your Next Appointment** — Date, time, what to bring, what you'll discuss.
7. **Questions?** — Practice phone number and patient portal info.
Write at a 5th-6th grade reading level. Use "you" and "your." Short sentences. No abbreviations (write out everything).About This Prompt
Converts clinical notes into patient-friendly care plan summaries that patients can actually understand and follow. Written at a 5th-6th grade reading level with specific action steps.
How to Use
- 1. After the visit, copy the relevant clinical notes from your EHR.
- 2. Paste into the prompt and specify the patient's health literacy level.
- 3. Generate the summary and review for medical accuracy.
- 4. Print and hand to the patient before they leave, or send through the patient portal.
- 5. Review the action items with the patient verbally — confirm they understand.
- 6. File the summary in the patient's chart.
- 7. Use this for complex visits, new diagnoses, or medication changes — not every routine visit.
Expected Output
A patient-friendly care plan summary with seven sections, written at a 5th-6th grade reading level, with specific actions and clear warning signs.
Model-Specific Tips
Better at maintaining the low reading level throughout. More natural, less clinical tone.
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