Resource Center · Patients

Chart Review with the Patient Chat

Ask a question, get an answer grounded in this patient's actual history.

The patient chat answers questions about one specific patient using their record and session history as its only source. Ask when a medication changed or how sleep has evolved across sessions, and the answer comes from their chart, not from general medical knowledge. It turns a chart review that used to mean scrolling through past notes into a question you type in plain language.

What it draws on

The assistant is given the patient's full context: profile, medications, allergies, conditions, referrals, surgeries, hospitalizations, and the note sections from their recent visits. The most recent visits are included in full detail, and older ones are listed by date and type, so answers stay grounded in what actually happened without drowning in history.

When it earns its keep

  • Before the visit: a chart review in seconds instead of reading months of notes.
  • During the visit: ask from the Quick Bar without leaving your telehealth window or EHR.
  • Across sessions: patterns that span time, like a symptom trajectory or a medication history, surfaced in one answer.

How it stays grounded, and where the line is

The assistant is instructed to answer only from the patient's injected context, and it keeps the conversation history so you can ask follow-ups. It is a review and recall tool, not a decision maker: it helps you find and summarize what is in the chart faster, and clinical judgment stays with you.

Try asking: "What has changed in this patient's medications over the last year?" or "Summarize the last three visits in two lines."

Frequently asked questions

What is the patient chat in Clinic Scribe?

It is a chat that answers questions about one specific patient, using only their record and session history as the source: profile, medications, allergies, conditions, referrals, surgeries, hospitalizations, and notes from recent visits. It lets you do a chart review by asking in plain language.

Where does the patient chat get its answers?

From the patient's own chart. The assistant is given their full context, with recent visits in full detail and older ones listed by date and type, and it is instructed to answer only from that context, not from general knowledge.

Can I use the patient chat during a visit?

Yes. It is available from the Quick Bar, so you can ask a question about the patient's history without leaving your EHR or telehealth window.