Module 2

Module 2: Structure & Specificity

Apply AI basics to clinical documentation: SOAP notes, formatting, and templates

⏱ 60 minutes Beginner
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Welcome to Module 2!

Now that you speak “AI”, let’s speak “Medicine”.

In this module, we will apply the concepts of Input -> Prompt -> Output to create clinical documentation. We will focus on Structure (SOAP notes) and Specificity (getting exactly what you want).

Learning Objectives

  • Generate a basic SOAP note from a transcript
  • Control formatting (lists, bullet points, order)
  • Use Templates to ensure consistency

Lesson 1: The Standard SOAP Note

The most common clinical document is the SOAP note. AI is very good at this if you tell it exactly how to organize the information.

Exercise 2.1: Your First SOAP Note

You have a transcript of a hypertension follow-up. Your goal is to turn this conversation into a structured note.

Exercise 2.1: Your First SOAP Note

Beginner ⏱ 15 minutes
Ready to start

Your Challenge

Write a prompt that generates a standard SOAP note from the transcript.

View Patient Transcript
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Tip: Explicitly list the sections you want: Subjective, Objective, Assessment, Plan.

Generated Output:

Attempts: 0 | Best Score: -/10

Lesson 2: Formatting & Lists

“Make it a SOAP note” is good. “Make it a SOAP note with a numbered plan and bulleted HPI” is better.

Specificity is the key to saving time. If you have to reformat the note manually, the AI hasn’t done its job.

Exercise 2.2: Formatting Control

Let’s try a new patient (Diabetes). This time, be very specific about the format.

Exercise 2.2: Formatting & Lists

Beginner ⏱ 15 minutes
Ready to start

Your Challenge

Create a SOAP note where the HPI uses bullet points and the Plan is a numbered list.

View Patient Transcript
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Tip: Tell the AI exactly how to format each section.

Generated Output:

Attempts: 0 | Best Score: -/10

Lesson 3: Using Templates

Remember “Few-Shot” prompting from Module 1? Templates are the ultimate form of Few-Shot prompting.

Instead of describing the format, you simply show the AI the empty shell you want it to fill.

Exercise 2.3: The Template Approach

Exercise 2.3: Using Templates

Intermediate ⏱ 15 minutes
Ready to start

Your Challenge

Provide a specific template for the AI to fill in. Include placeholders like [Patient Name] and [Diagnosis].

View Patient Transcript
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Tip: Copy-paste the structure you use in your EHR.

Generated Output:

Attempts: 0 | Best Score: -/10

Module 2 Complete! 🎉

You now have the tools to build solid, structured clinical notes.

Next, we’ll explore a completely different way to use AI: Refinement. Instead of generating notes from scratch, you’ll learn to fix and polish existing text.

Continue to Module 3 →

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