Disclaimer: Please copy these templates to your practice's share drive and update these documents with your practice's specific procedures before using them within AI Assist.
To copy these documents to your share drive, click File > Make a copy
Use case: Instantly quote lab prices for any combination of lab tests
Prompt: price, total and itemized: Progesterone (004317) Estradiol (004515) DHEA-Sulfate (004020) FSH and LH (028480) Sex Horm Binding Glob, Serum (082016) Testosterone,Free and Total (140103)
Use case: Audit a patient's history & check if any Baseline items (e.g. annuals) are missing
Prompt: Review this patient against our Baseline Workflow Set and our clinic’s saved workflows. Identify anything outstanding, overdue, or not yet scheduled that should be addressed.
Use case: Draft message to patient with common educational material (e.g. OTC remedies)
Prompt: Draft a message to this patient recommending our common OTC remedies for a cold. Include any relevant context from their Elation chart or Spruce threads to personalize this message and make this patient feel seen.
Use case: Care plan and pre-visit summaries
Prompt: Using our practice's "standard template", draft a pre-visit summary for this patient.

