patient visit summary

Patient visit summary written from your meeting

Patients forget much of what they hear in a consultation. Acta drafts a plain-language summary of what was discussed and what to do next, for the clinician to check and share.

Try this template free What's in the report

What the Patient visit summary contains

A plain-language summary for the patient: what was discussed and what to do next.

  1. 1

    Explains what was discussed in plain language.

  2. 2

    Lists next steps, medicines with the clinician's instructions, and the follow-up.

  3. 3

    Includes warning signs only when the clinician gave them.

Draft written by AI from the conversation. A clinician must check it before it is used in care or shared with the patient.

When to use it

  • After consultations
  • Telehealth follow-ups
  • Chronic care check-ins

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

More report templates

HealthcareClinical visit note (SOAP)Draft SOAP note from a patient visit, for the clinician to check.See the template HealthcareCare team huddleMultidisciplinary case discussion: issues by specialty, plan, handoffs and safety concerns.See the template HealthcareHospital operations meetingBed and staffing meeting: capacity, safety events, quality metrics and escalations.See the template SalesMEDDPICC deal reportMetrics, buyer, decision process, champion and competition, with objections and next steps.See the template SalesSPICED deal reportSituation, pain, impact, critical event and decision, with objections and next steps.See the template SalesSPIN deal reportSituation, problem, implication and need-payoff, with objections and next steps.See the template

All report templates

Frequently asked questions

Related:

What is the Patient visit summary template?

Patients forget much of what they hear in a consultation. Acta drafts a plain-language summary of what was discussed and what to do next, for the clinician to check and share.

Does the summary add warning signs?

Only when the clinician gave them during the visit.

Is it written for the patient?

Yes, in plain language, and a clinician checks it before it is shared.

Can AI write the Patient visit summary from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the Patient visit summary afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the Patient visit summary?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next Patient visit summary, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

Start for free