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How to generate a Patient Summary or a Consultation Note

Create a patient-friendly summary or a consultation note from an existing letter's recording.

Last updated

Audience: Doctor

  1. Go to Letters and find a letter from the consultation (any tab).
  2. Click the More Options menu (the dots) on its row.
  3. Under Letter Generation, choose Generate Patient Summary or Generate Consultation Note.
  4. Wait while it's created. You'll see Generation Completed.
  5. Find the new letter in your Letters list, then check and approve it like any other letter.

[Screenshot: Letter Generation menu]

Good to know

  • You can create one of each per recording. Once created, the option shows Already Generated.
  • This uses your tokens.

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