Clinical Documentation Prompt Library

Tested starting points for AI scribe and EMR prompts, organized by platform. Copy one, make it yours, and review every note it produces.

Compare A&P Styles A&P Builder

Epic Art

Memories are Epic's name for the standing instructions you give Art, its ambient AI scribe. Instead of reformatting a finished note, they shape the draft as Art writes it.

Memories: coming soon

I'm writing up my first experience with Art and how Memories differ from the editor prompts in this library. Example Memories will be added here.

Read the Chart with Art notes →

Epic Text Assistant

Prompts for Epic's in-chart AI text generation. Run them on a section of a note, such as the A&P, after the scribe has drafted it.

Documentation

ETA: A&P System-Based (Inpatient / ED)

System-based A&P organized by organ system rather than by problem. Includes all systems with simple negative statements when stable or not relevant. Designed for inpatient admissions, hospital progress notes, and ED encounters where a systems-based approach is standard.

Platform: Epic Text Assistant
Specialty: Inpatient / ED / Any
Length: 4317 characters
Reformat the assessment and plan into a system-based format. Organize the output by organ system rather than by individual problem or diagnosis. Cover all of the following systems in every note in this exact order: Respiratory, Cardiovascular, FEN/GI, ID, HO, Neuro, Psych, Social, Dispo. For systems that are stable or not clinically relevant, write a simple one-line negative statement. For systems with active issues, write a brief assessment followed by concise bulleted plan items.

Begin with a brief summary statement (<2 sentences) stating the patient identifier, the primary reason for admission or visit, and hospital day if applicable.

---

## Output Structure

**[Patient Identifier, Primary Reason for Admission/Visit, HD#]**

**Respiratory**: [Assessment and plan, or simple negative statement]
**Cardiovascular**: [Assessment and plan, or simple negative statement]
**FEN/GI**: [Assessment and plan, or simple negative statement]
**ID**: [Assessment and plan, or simple negative statement]
**HO**: [Assessment and plan, or simple negative statement]
**Neuro**: [Assessment and plan, or simple negative statement]
**Psych**: [Assessment and plan, or simple negative statement]
**Social**: [Assessment and plan, or simple negative statement]
**Dispo**: [Assessment and plan, or simple negative statement]

---

## Formatting Rules

1. **Bold formatting** for the organ system names
2. Always include all 9 systems in the order listed above, even if stable
3. For stable/non-relevant systems, write one brief negative statement on the same line (e.g., "**Respiratory**: Stable on room air")
4. For active systems, put the assessment/plan on a new line or same line concisely
5. Use a hyphen (-) for all bulleted plan items
6. Write all bullet points in extremely brief, professional shorthand phrases
7. Keep bullets concise (ideally under 10 words per bullet)
8. Use standard medical abbreviations (BID, PRN, PO, IV, etc.)
9. The summary statement should be telegraphic and concise
10. Never fabricate or infer information not present in the source text
11. No references

---

## Few-Shot Examples

**8yo admitted for acute asthma exacerbation with hypoxia requiring supplemental O2; HD#2.**

**Respiratory**: Asthma exacerbation, improved on continuous albuterol, now spacing to q4h; weaning O2.
- Albuterol neb q4h
- Wean O2 to maintain SpO2 >92%
- Start fluticasone 44mcg 2 puffs BID once spacing to q6h
- Continue monitoring respiratory status

**Cardiovascular**: Hemodynamically stable, no concerns.

**FEN/GI**: Tolerating regular diet, adequate PO intake.

**ID**: Afebrile, no signs of infection.

**HO**: No hematologic or oncologic concerns.

**Neuro**: Alert, age-appropriate, no focal deficits.

**Psych**: Appropriate affect, coping well with hospitalization.

**Social**: Parents at bedside, family meeting completed. School notified of absence.

**Dispo**: Likely discharge tomorrow if tolerating albuterol q6h on room air.
- Discharge with fluticasone 44mcg 2 puffs BID, albuterol PRN
- Asthma action plan to family
- Follow-up with PCP in 1 week

**65yo presenting with fever, cough, and hypoxia; CXR with RLL consolidation consistent with community-acquired pneumonia.**

**Respiratory**: Right lower lobe pneumonia on CXR; requiring 2L NC to maintain SpO2 >94%.
- Supplemental O2 2L NC
- Chest PT and incentive spirometry
- Monitor respiratory status for clinical deterioration

**Cardiovascular**: Sinus tachycardia, likely demand; no acute cardiac concerns.

**FEN/GI**: Mild dehydration on presentation; tolerating sips.
- NS bolus 1L, then D5 1/2NS at 100mL/hr
- Advance diet as tolerated

**ID**: Febrile to 39.1C; WBC 15.2 with left shift. Blood cultures drawn.
- Ceftriaxone 1g IV daily + azithromycin 500mg IV daily
- Monitor fever curve and WBC trend
- Follow blood cultures

**HO**: No hematologic or oncologic concerns.

**Neuro**: Alert and oriented x4, no focal deficits.

**Psych**: Anxious about hospitalization; reassurance provided.

**Social**: Lives alone; daughter is emergency contact and updated. Will need to assess home safety prior to discharge.

**Dispo**: Admit to medicine for IV antibiotics and O2 monitoring.
- Anticipated 2-3 day stay
- Transition to PO antibiotics when afebrile x24h and tolerating PO
- Follow-up with PCP within 1 week of discharge

ETA: A/P Formatting ('Formal')

Transforms AI scribe paragraphs into more formal notes with Assessment, Plan, and Next Steps subsections. Very generalizable, could easily make your own subsections.

Platform: Epic Text Assistant
Specialty: Pediatrics (adaptable to all specialties)
Length: 4878 characters
Reformat the assessment and plan into a structured, problem-oriented format with clear visual hierarchy.

-----

## Output Structure for Each Problem/Diagnosis

**[Problem/Diagnosis Name]**

Assessment:
    · [Bullet points summarizing diagnostic reasoning and clinical context using formal medical terminology]
    · [Use "reassuring" rather than "normal" when appropriate]
    · [Avoid speculation beyond stated clinical findings]

Plan:
    · [Immediate interventions, medications, procedures, and orders]
    · [Each action item as separate bullet]

Next Steps:
    · [Conditional planning with scenario-based language: "If [symptom/test], then [action]"]
    · [Follow-up intervals and return precautions]
    · [Monitoring parameters]

-----

## Conditional Boilerplate Text

[Insert after the bulleted list when applicable. This text should be italicized.]

If well child check or health maintenance discussed:
"All forms, labs, immunizations, and patient concerns reviewed and addressed appropriately. Screening questions, past medical history, past social history, medications, and growth chart reviewed. Age-appropriate anticipatory guidance reviewed and printed in AVS. Parent questions addressed."

If any illness discussed:
"Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan."

If any injury discussed:
"Recommended supportive care with Tylenol, Motrin, rest, ice, compression, elevation, and gradual return to activity as appropriate. Return precautions given including increasing pain, swelling, or failure to improve."

If ear infection discussed:
"Risk of untreated otitis media includes persistent pain and fever, hearing loss, and mastoiditis."

If strep test discussed:
"Risk of untreated strep throat includes rheumatic fever and peritonsillar abscess. This problem is moderate risk due to pending lab results which may necessitate further pharmacologic management."

If dehydration, vomiting, diarrhea, or decreased urination discussed:
"Patient is at risk for dehydration, which would warrant emergency room care or admission for IV fluids."

If trouble breathing discussed:
"Patient is at risk for worsening respiratory distress and clinical deterioration, which would need emergency room care or hospital admission."

-----

## Formatting Rules

1. **Bold formatting** for problem names and **Italicized formatting** for section headers and boilerplate text
2. **Indent** section headers (Assessment, Plan, Next Steps) with 4 spaces
3. **Indent bullets** under each section with 8 spaces
4. Write all content in clear, short, professional phrases
5. Include only sections actually discussed; omit unused sections entirely
6. Never fabricate or infer information not present in the source text
7. No abbreviations except standard medical ones (BID, mcg, etc.)
8. Keep bullets concise (ideally under 15 words per bullet)
9. Insert blank line between problems when multiple diagnoses exist
10. No references

-----

## Few-Shot Examples

**Asthma**

Assessment:
    · Child with history of mild persistent asthma.
    · Recent exacerbation requiring albuterol use multiple times per week.
    · Exam reassuring with clear breath sounds today.

Plan:
    · Start fluticasone 44 mcg, 2 puffs BID with spacer.
    · Continue albuterol inhaler as rescue.
    · Provide asthma action plan to family.

Next Steps:
    · Follow up in 3 months for asthma control check.
    · Return sooner for increased rescue use, nighttime symptoms, or respiratory distress.
    · If control remains poor, consider montelukast or referral to Allergy.

-----

**ADHD**

Assessment:
    · Ongoing ADHD with good response to stimulant therapy.
    · Parent reports new mood instability since starting Adderall XR.
    · Growth and vitals reassuring today.

Plan:
    · Discontinue Adderall XR.
    · Start trial of Concerta.
    · Provide teacher Vanderbilt forms for monitoring.

Next Steps:
    · Follow up in 1 month for medication response.
    · Return sooner for significant appetite suppression, sleep disturbance, or mood changes.

-----

**Eczema**

Assessment:
    · Atopic dermatitis with mild flare on flexural surfaces.
    · Skin exam otherwise reassuring.

Plan:
    · Start triamcinolone 0.1% ointment BID for 2 weeks.
    · Continue daily emollient use.

Next Steps:
    · Follow up in 3 months, sooner if rash worsens or new infection develops.

-----

## Additional Guidance for Complex Cases

**When multiple related problems exist** (e.g., "Upper Respiratory Infection" and "Acute Otitis Media"):

- Keep as separate problem headers for billing support
- Avoid redundant boilerplate; include once at end if applicable to both

ETA: A/P Formatting ('Pithy')

Transforms AI scribe paragraphs into scannable, problem-oriented notes. Very generalizable.

Platform: Epic Text Assistant
Specialty: Pediatrics (adaptable to all specialties)
Length: 3281 characters
Reformat the assessment and plan into a structured, problem-oriented format. The output should be extremely concise for rapid scanning.

---

## Output Structure for Each Problem/Diagnosis

**[Problem/Diagnosis Name]**
- [A very brief bullet point summarizing a key finding, action, or follow-up plan]
- [Each point should be a separate bullet, written as a short clinical shorthand phrase]

---

## Conditional Boilerplate Text

[Insert after the bulleted list when applicable. This text should be italicized.]

If well child check or health maintenance discussed:
"All forms, labs, immunizations, and patient concerns reviewed and addressed appropriately. Screening questions, past medical history, past social history, medications, and growth chart reviewed. Age-appropriate anticipatory guidance reviewed and printed in AVS. Parent questions addressed."

If any illness discussed:
"Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan."

If any injury discussed:
"Recommended supportive care with Tylenol, Motrin, rest, ice, compression, elevation, and gradual return to activity as appropriate. Return precautions given including increasing pain, swelling, or failure to improve."

If ear infection discussed:
"Risk of untreated otitis media includes persistent pain and fever, hearing loss, and mastoiditis."

If strep test discussed:
"Risk of untreated strep throat includes rheumatic fever and peritonsillar abscess. This problem is moderate risk due to pending lab results which may necessitate further pharmacologic management."

If dehydration, vomiting, diarrhea, or decreased urination discussed:
"Patient is at risk for dehydration, which would warrant emergency room care or admission for IV fluids."

If trouble breathing discussed:
"Patient is at risk for worsening respiratory distress and clinical deterioration, which would need emergency room care or hospital admission."

If ADHD, obesity, or strep throat discussed:
"PCMH Reminder"

---

## Formatting Rules

1. Bold formatting for problem names
2. Italicized formatting for all boilerplate text
3. Do NOT use section headers like Assessment or Plan
4. Use a hyphen (-) for all bullets
5. Indent all bullets with 8 spaces
6. Write all bullet points in extremely brief, professional shorthand phrases
7. Keep bullets concise (ideally under 10 words per bullet)
8. Use standard medical abbreviations (RTC, PRN, BID, etc.)
9. Never fabricate or infer information not present in the source text
10. Insert a blank line between problems when multiple diagnoses exist
11. No references

---

## Few-Shot Examples

**Asthma**
- Fluticasone 44mcg 2 puff BID started
- Continue albuterol PRN
- Use spacer
- RTC 3mo/PRN

**Well Child Check**
- Growing and developing well
- Reviewed anticipatory guidance
- RTC 1yr/PRN

**Vomiting, mild dehydration**
- NDNT on exam with MMM
- Zofran PRN, pedialyte, Tylenol, Motrin
- RTC PRN

**ADHD**
- Concerta 27mg not effective
- Transition to Vyvanse 20mg PO daily
- RTC 1mo

**Viral URI**
- Supportive care, fluids
- Declined COVID test
- RTC PRN

ETA: After Visit Summary (AVS) Generation

Generates personalized sign-offs + actionable family to-do lists. Change few shot examples to match what you see and your voice.

Platform: Epic Text Assistant
Specialty: Pediatrics (Easy to change)
Length: 4566 characters
Sign-Off & Family To-Do Generator
Generate two components: 3 personalized sign-off options and a family to-do list.

PART 1: PERSONALIZED SIGN-OFFS
Create 3 brief, warm sign-off options matching visit context.
Structure: [Personal touch/acknowledgment], [well-wish or next step]. [Closing]
Guidelines:
·	Warm and genuine, never formulaic
·	Acknowledge something specific when possible
·	Match emotional tone to visit type
·	Keep <=25 words total
·	Balance professional with personable
·	Reference activities, interests, milestones if mentioned
·	For difficult visits: acknowledge courage, effort, or partnership
Visit-Specific Approaches:
Well visits/milestones: Celebrate growth, reference developmental milestones Sick visits: Empathize, offer comfort suggestion, reassure about calling Chronic conditions: Acknowledge effort, emphasize partnership Behavioral/mental health: Acknowledge courage, normalize seeking help Complex/concerning: Name plan clearly, offer availability Referrals: Acknowledge next step, reassure continuity
Examples:
5yo female well visit, starting kindergarten, plays soccer:
Great seeing y'all today! Good luck with soccer and kindergarten! Excited for you!
She is going to do great in kindergarten. Can't wait to hear about it next visit!
What an exciting year ahead! We're here if you need anything.
Male, Viral laryngitis, strep pending, difficult hydrating:
Drink lots of fluids! Popsicles are my favorite when sick. Call if not improving.
Hope he feels better soon. Those popsicles should help. We'll call with results tomorrow.
It is hard when they feel so crummy. Keep offering fluids and call if he's not gettting better. We're here!
Female, New ADHD diagnosis, parent emotional, starting medication:
It takes courage to have this conversation-thank you for advocating for her! We're here to support you.
You're doing the right thing getting her help. We'll partner with you every step. Call anytime.
A new diagnosis can feel overwhelming, but we'll take it step by step. We're here for you.
Male, Asthma exacerbation, previous PICU admission, pulmonology referral:
We'll get him to Pulmonology to help get on top of all of this. Call if anything changes-we're here.
It is scary navigating all of this after your experiences. The specialist will help us care for him. Please call with any concerns.
You're doing everything right seeking care early. Don't hesitate to reach out.
Key Elements to Extract: Patient name, activities/hobbies, school transitions, specific treatments, emotional tone, referrals, chronic conditions, parent effort, family context
Output: 
{Personalized sign off specific to visit}
{Personalizes sign off emphasizing relationship}
{Personalized sign off forward-looking/supportive}

PART 2: FAMILY TO-DO LIST
Extract actionable items into simple checklist. Include only concrete next steps with essential details.
Format:
Your To-Do List:
Prescriptions:
·	[If none: omit "No new prescriptions today."]
Tests/Results:
·	[Test]: Results pending, we will call [timeframe] [If none: omit section]
Appointments:
·	Schedule [specialty] appointment
·	Return to clinic in [timeframe] [If none: "No appointments to schedule today."]

Rules:
1.	Simple dashes for bullets
2.	One item per line, <=12 words
3.	Only items requiring family action
4.	Be specific about timeframes
5.	Bold section headers
6.	No explanations, just actions
7.	Extract from note only
8.  Indent all bullets with 8 spaces followed by simple dash
Examples:
Viral laryngitis, strep pending, acetaminophen, follow up 7 days if no improvement:
Your To-Do List:
Tests/Results:
·	Strep test: Results pending, we will call tomorrow
Appointments:
·	Return to clinic if no improvement in 7 days
Asthma exacerbation, fluticasone and albuterol started, pulmonology referral, 3-month follow-up:
Your To-Do List:
Prescriptions:
·	Fluticasone with spacer
·	Albuterol inhaler as needed for wheezing/coughing
Appointments:
·	Schedule Pulmonology appointment
·	Return to clinic in 3 months for asthma check
Include: All new/changed prescriptions, pending test results, referrals needing scheduling, specific return timeframes, concrete action items
Exclude: General advice (fluids, rest), warning signs, explanations, background info

COMPLETE OUTPUT
{Personalized sign off specific to visit}
{Personalizes sign off emphasizing relationship}
{Personalized sign off forward-looking/supportive}

To-Do List:
Prescriptions: [list or "No new prescriptions today."]
Tests/Results: [list or omit if none]
Appointments: [list or "No appointments to schedule today."]

ETA: Editor's Current Favorite A/P

This is the 'Pithy A/P' prompt with one liner assessment line to start and follow up statement to close. This is the editor's current favorite, and provides a good starting point for further customization if desired.

Platform: Epic Text Assistant
Specialty: All
Length: 3833 characters
Reformat the assessment and plan into a structured, problem-oriented format. The output should be extremely concise for rapid scanning.

---

## Output Structure for Each Problem/Diagnosis

**[Month Year]**:[Brief summary statement stating reason for visit in form of “Patient presents…” along with brief summary of plan]

**[Problem/Diagnosis Name]**
- [A very brief bullet point summarizing a key finding, action, or follow-up plan]
- [Each point should be a separate bullet, written as a short clinical shorthand phrase]

[Follow-Up: Brief description of follow up plan if discussed]

---

## Conditional Boilerplate Text

[Insert after the bulleted list when applicable. This text should be italicized.]

If trigger discussed:
"Your dot phrase here.  You may need to experiment some with different trigger words that will fire consistently for you but terms you know you say in the room or ICD-10 codes are both good places to start. Remember there is a balance to the convenience of automatically including your favorite dot phrases vs giving the model a wall of essentially unrelated text that it parses for instructions degrading performance.  Start with your top 3-5 and then include more if desired after testing."

If well child check or health maintenance discussed:
"All forms, labs, immunizations, and patient concerns reviewed and addressed appropriately. Screening questions, past medical history, past social history, medications, and growth chart reviewed. Age-appropriate anticipatory guidance reviewed and printed in AVS. All questions addressed."

If any illness discussed:
"Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan."

If any injury discussed:
"Recommended supportive care with Tylenol, Motrin, rest, ice, compression, elevation, and gradual return to activity as appropriate. Return precautions given including increasing pain, swelling, or failure to improve."

---

## Formatting Rules

1. Bold formatting for problem names and Month Year
2. Italicized formatting for all boilerplate text
3. Do NOT use section headers like Assessment or Plan
4. Use a hyphen (-) for all bullets
5. Indent all bullets with 8 spaces
6. Write all bullet points in extremely brief, professional shorthand phrases
7. Keep bullets concise (ideally under 10 words per bullet)
8. Use standard medical abbreviations (RTC, PRN, BID, etc.)
9. Never fabricate or infer information not present in the source text
10. Insert a blank line between problems when multiple diagnoses exist
11. No references

---

## Few-Shot Examples

Patient presents with acute asthma exacerbation; plan to start fluticasone.

**Asthma**
- Fluticasone 44mcg 2 puff BID started
- Continue albuterol PRN
- Use spacer

Return to clinic in 3 months or as needed.

Patient presents for well child check; growing and developing well.

**Well Child Check**
- Growing and developing well
- Reviewed anticipatory guidance

Return to clinic at next well child check or as needed.

Patient presents with vomiting and dehydration; plan to give supportive care with pedialyte and zofran.

**Vomiting, mild dehydration**
- NDNT on exam with MMM
- Zofran PRN, pedialyte, Tylenol, Motrin

Return to clinic as needed.

Patient presents for ongoing management of ADHD; plan to transition from Concerta to Vyvanse.

**ADHD**
- Concerta 27mg not effective
- Transition to Vyvanse 20mg PO daily
- RTC 1mo

Return to clinic on one month.

Patient presents with upper respiratory symptoms; plan to give supportive care with emphasis on hydration.

**Viral URI**
- Supportive care, fluids
- Declined COVID test

Return to clinic as needed.

Orders

Order Suggester

Analyzes diagnosis and creates suggestions for possible orders, prescriptions, referrals, and follow-up items that may be easy to forget. Remember: These are documentation efficiency tools, and this is not meant for clinical decision assistance. Do NOT use LLMs for clinical decision making. Requires expert human in the loop who is fully responsible for all documentation and decision making. See Disclaimer.

Platform: Epic Text Assistant
Specialty: All
Length: 3376 characters
Based on the diagnoses in this note, generate a comprehensive checklist of commonly indicated orders, referrals, prescriptions, and follow-up items that may have been overlooked.

Output Structure
DIAGNOSIS: [Problem Name]
Consider ordering:

[Diagnostic test or imaging]
[Lab work]

Consider prescribing:

[Medication or supply]
[Durable medical equipment]

Consider referring:

[Specialist] for [specific reason]

Don't forget:

[Patient education materials]
[Follow-up scheduling]
[Other action items]

[Repeat for each diagnosis]

Rules

Only suggest items NOT explicitly mentioned in the note
Group by category: labs/imaging, medications/supplies, referrals, other
Be specific about indication (e.g., "Pulmonology for persistent control issues" not just "Pulmonology")
Prioritize common omissions over comprehensive lists
Use conditional language: "Consider" not "Must"
Keep each suggestion to one line
If everything was addressed appropriately, output: "All appropriate orders addressed in this visit."


Few-Shot Examples
Input: New asthma diagnosis, started albuterol
Output:
DIAGNOSIS: Asthma
Consider prescribing:

Spacer/aerochamber with mask (if age <4) or mouthpiece
Peak flow meter for home monitoring (if age ≥5)

Don't forget:

Asthma action plan (written copy for family)
Schedule follow-up in 2-4 weeks to assess control
Consider baseline spirometry if age ≥5 and cooperative


Input: ADHD, continued on Concerta 27mg, doing well
Output:
DIAGNOSIS: ADHD
Consider ordering:

Teacher Vanderbilt follow-up rating scale
Parent Vanderbilt follow-up rating scale

Don't forget:

Height and weight plotted on growth chart
Heart rate and blood pressure documented
Screen for mood changes, sleep issues, appetite changes
Follow-up in 3-6 months or PRN


Input: Type 1 diabetes, A1c 8.2%, increased basal insulin
Output:
DIAGNOSIS: Type 1 Diabetes
Consider ordering:

Celiac screen (tissue transglutaminase IgA + total IgA) if not done in past year
Thyroid screen (TSH) if not done in past year
Lipid panel if age >10 and not done in past year
Urine microalbumin if duration >5 years

Consider referring:

Ophthalmology for annual diabetic eye exam (if not seen in past year)
Endocrinology if not already established

Don't forget:

Review downloaded pump/CGM data
Assess for sick-day management plan understanding
Follow-up in 3 months


Input: Well child check, 15-month-old, vaccines given, growing well
Output:
DIAGNOSIS: 15-Month Well Child Visit
Consider ordering:

Hemoglobin/hematocrit (anemia screen)
Lead level (if not done at 12 months)

Don't forget:

Fluoride varnish application
Dental referral for first dental visit by age 1
M-CHAT screening tool for autism
Anticipatory guidance printed in AVS
Schedule 18-month well visit


Input: Strep throat, positive rapid test, started amoxicillin, RTC PRN
Output:
DIAGNOSIS: Streptococcal Pharyngitis
Don't forget:

Return to school after 24 hours of antibiotics
Emphasize completing full 10-day course even when feeling better
Replace toothbrush after 24 hours of antibiotics
Return precautions: worsening symptoms, persistent fever >48h, difficulty swallowing


Quality Checks
Before output:
✓ Only suggest items NOT already in the note
✓ Each suggestion is specific and actionable
✓ Grouped logically by category
✓ Uses conditional language ("Consider...")
✓ Focuses on common omissions, not exhaustive lists

Administrative

Billing Analysis

Assesses MDM components and suggests CPT E/M codes with detailed reasoning. Adapt examples to your common situations and iterate from there. See our tool also if you'd like an easy way to do this by hand instead. Like all prompts, requires expert human in loop taking full responsibility for use and output. See disclaimer.

Platform: Epic Text Assistant
Specialty: Pediatrics (adaptable but may need some work)
Length: 4856 characters
Analyze this note and determine the appropriate CPT E/M billing code using 2021 E/M guidelines for an ESTABLISHED patient.
MDM Component Assessment
A. PROBLEMS ADDRESSED
·   Straightforward: 1 self-limited/minor problem
·   Low: 2+ self-limited/minor problems OR 1 stable chronic illness OR 1 acute uncomplicated illness/injury
·   Moderate: Chronic illness with exacerbation/progression OR 2+ stable chronic illnesses OR undiagnosed new problem with uncertain prognosis OR acute illness with systemic symptoms OR acute complicated injury
·   High: Chronic illness with severe exacerbation OR illness posing threat to life/bodily function
B. DATA COMPLEXITY
Category 1 items: each unique test ordered, each unique test result reviewed (not already counted as ordered), each external note reviewed. Independent historian: history obtained from a parent/caregiver because the patient cannot give a reliable history.
·   Minimal: None or 1 Category 1 item
·   Low: 2 Category 1 items OR assessment requiring an independent historian
·   Moderate: any 3 of Category 1 items and independent historian combined OR independent interpretation of a test OR discussion of management with an external physician
·   High: 2 of the 3 Moderate options above
C. RISK LEVEL
·   Minimal: Minimal risk from testing/treatment
·   Low: OTC medications, rest, observation
·   Moderate: Prescription drug management (started, continued, adjusted, or explicitly considered and documented), Dx or Rx limited by social factors
·   High: Decision regarding hospitalization
2-of-3 Rule
Overall MDM = highest level met by at least 2 of 3 components.
·   Straightforward = 99212
·   Low = 99213
·   Moderate = 99214
·   High = 99215
Modifier 25 Check
Add modifier 25 for a separately identifiable E/M service during a Well Child Check/Routine child health examination.
Output Format
Problems: [Level] [Brief explanation]
Data: [Level] [What was reviewed/ordered]
Risk: [Level] [Treatment risk level and why]
MDM Score: Problems ([Level]) + Data ([Level]) + Risk ([Level]) = [Overall Level] (based on 2 of 3)
Final Code: 99XXX
Modifier 25 Format:
Modifier 25: Well visit with separate E/M for:
 - [Problem 1] ([brief intervention])
 - [Problem 2] ([brief intervention])
Rules
1. Count an independent historian when a parent or caregiver gave the history because the child could not.
2. Count prescription risk only when the note documents a prescription or a specific plan to prescribe (e.g., "amoxicillin if strep positive").
3. Ordering a test includes reviewing its result; do not count both.
Examples
Viral URI Toddler, runny nose, cough. Exam: clear. Plan: supportive care.
Problems: Low (1 acute uncomplicated) Data: Low (independent historian) Risk: Low (supportive care) MDM Score: Problems (Low) + Data (Low) + Risk (Low) = Low (based on 2 of 3) Final Code: 99213
Strep Throat 6yo, sore throat, fever 102F, body aches. Exam: exudates. Plan: strep test, amoxicillin if positive.
Problems: Moderate (acute illness with systemic symptoms) Data: Low (independent historian, 1 test) Risk: Moderate (prescription planned) MDM Score: Problems (Moderate) + Data (Low) + Risk (Moderate) = Moderate (based on 2 of 3) Final Code: 99214
UTI with Fever Toddler with fever 102.5, crying with urination. Exam: suprapubic tenderness. Plan: urine dipstick, urine culture, start cephalexin.
Problems: Moderate (acute illness with systemic symptoms) Data: Moderate (2 tests ordered + independent historian) Risk: Moderate (prescription) MDM Score: Problems (Moderate) + Data (Moderate) + Risk (Moderate) = Moderate (based on 2 of 3) Final Code: 99214
Well Visit + Ear Infection 5yo well child check. Parent reports ear pain, fever x2 days. Exam: acute otitis media. Plan: amoxicillin.
Problems: Low (1 acute uncomplicated) Data: Low (independent historian) Risk: Moderate (prescription) MDM Score: Problems (Low) + Data (Low) + Risk (Moderate) = Low (based on 2 of 3) Final Code: 99393 + 99213-25 Modifier 25: Well visit with separate E/M for: - Acute otitis media (amoxicillin)
Well Visit + Multiple Issues 18-month well child check. Also has URI and diaper rash. Plan: supportive care for URI, barrier cream for rash.
Problems: Low (2 self-limited) Data: Low (independent historian) Risk: Low (OTC/supportive care) MDM Score: Problems (Low) + Data (Low) + Risk (Low) = Low (based on 2 of 3) Final Code: 99392 + 99213-25 Modifier 25: Well visit with separate E/M for: - Viral URI (supportive care) - Diaper rash (barrier cream)
Asthma Exacerbation 15yo, albuterol 4-5x/day, night cough. Exam: mild wheezing. Plan: increase fluticasone.
Problems: Moderate (chronic with exacerbation) Data: Minimal Risk: Moderate (prescription adjustment) MDM Score: Problems (Moderate) + Data (Minimal) + Risk (Moderate) = Moderate (based on 2 of 3) Final Code: 99214
*Do not list any references that were used*

Concise Sign Out

Transforms text into concise handoff for sign out. Ideal input would be to use tool like Dragon or Doximity (make sure IT approved) to record transcript of yourself running the list and then run this prompt over it. This prompt is meant more to showcase a framework one could use to customize a similar prompt for your specialty and service. Each specialty cares about different details being in the forefront, and you can take this prompt and swap out the details for the things you care about. Remember that the few shot examples are what do most of the heavy lifting. Taking the time to make the examples exactly what you're hoping to see is what will make this feel like magic.

Platform: Epic Text Assistant
Specialty: All
Length: 3405 characters
Create a concise sign-out for covering providers focusing on patients who may require attention during your absence.

Output Format
PATIENTS FOR SIGN-OUT
Patient [#]: [Age range/gender], [Chief diagnosis] Illness severity: [Stable / Close monitoring needed / Concerning]What's pending: [Tests, callbacks, decisions] Call if: [Specific triggers for contacting covering provider] Background:[Minimal context - 1-2 sentences max]

Rules
1.	Triage by illness severity
2.	Be explicit about when covering provider should act
3.	Keep background minimal - just enough context
4.	Focus on actionable information

Few-Shot Examples
Input: Strep test pending, empiric amoxicillin started, mild illness, follow up PRN
Output:
PATIENTS FOR SIGN-OUT
Patient 1: School-age child, suspected strep pharyngitis Illness severity: Stable What's pending: Rapid strep test results (expected tomorrow AM) Call if: Test returns positive (confirm family aware patient should complete 10-day course). If negative, call family to stop amoxicillin. Background: Mild pharyngitis, no respiratory distress. Started empiric amoxicillin pending test result.

Input: Asthma exacerbation, albuterol not helping at home, started oral steroid, close follow up
Output:
PATIENTS FOR SIGN-OUT
Patient 1: School-age child, asthma exacerbation Illness severity: Close monitoring needed What's pending: Clinical response to oral prednisone, family to update us tonight or tomorrow AM Call if: Family calls reporting worsening work of breathing, persistent cough despite treatment, or refusing to eat/drink. If so, advise ED evaluation. Background:Inadequate response to albuterol at home. Started prednisone 1mg/kg x 5 days in office. Sent home with strict return precautions. Consider admission if deterioration.

Input: Fever 103, irritable toddler, possible early meningitis, LP considered but deferred, close 12-hour recheck arranged
Output:
PATIENTS FOR SIGN-OUT
Patient 1: Toddler, fever without source - CONCERNING Illness severity: Concerning - requires close monitoringWhat's pending: 12-hour recheck scheduled tomorrow AM Call if: Family calls tonight reporting worsening irritability, lethargy, rash, seizure, poor responsiveness, or persistent inconsolability. If so, send directly to ED for evaluation including LP. Background: High fever, some irritability but consolable in office. Neuro exam reassuring. Urine dip negative. LP discussed but deferred due to clinical improvement in office after Tylenol. Close safety net and recheck arranged.

Input: New Type 1 diabetes, A1c 12%, DKA ruled out, endocrine referral placed
Output:
PATIENTS FOR SIGN-OUT
Patient 1: School-age child, new Type 1 diabetes diagnosis Illness severity: Stable (DKA ruled out) What's pending:Endocrine urgent referral placed - awaiting callback from their office Call if: Endocrine office hasn't called family by tomorrow AM (patient needs urgent subspecialist involvement). If family calls with vomiting, confusion, or difficulty breathing, send to ED for DKA evaluation. Background: New T1DM diagnosis made today. Labs showed glucose 350, pH 7.36 (no DKA). Started on basal-bolus insulin regimen. Family trained on blood sugar checks. Urgent endocrine referral for ongoing management.

Quality Checks
1. Triaged by urgency 2. Clear escalation triggers 3. Minimal background (only what's needed) 4. Action-oriented 5. Covering provider can act independently

Quality Improvement Prompt

Showcases potential for in the moment feedback personalized to the conversation for physician self-improvement QI projects. This example is designed to ask a thoughtful non-judgemental question about why a certain antibiotic regimen was prescribed including specific details from the case.

Platform: Epic Text Assistant
Specialty: Pediatrics - Quality Improvement - Antibiotic Stewardship
Length: 900 characters
If antibiotics are prescribed, analyze the prescription and output the name, dose, route, and duration followed by a non-judgemental question respectfully asking the clinician if this is the best choice in light of a detail from the patient's history:
 
Few shot examples:
1. Amoxicillin prescribed for ear infection in 4 year old
Amoxicillin 90 mg/kg/day PO divided BID for 10 days was prescribed for acute otitis media.  Is this duration optimal for a 4 year old without recent ear infections?
2. Keflex for cellulitis in 5 year old
Keflex 50mg/kg/day divided TID for 5 days was prescribed for cellulitis.  What factors would cause you to consider a different dose in this 5 year old?
3. Azithromycin for cat scratch disease in 8 year old
Azithromycin 10 mg/kg PO on day 1, then 5 mg/kg PO daily for 4 days was prescribed for cat scratch disease.  Why is this agent superior than its alternatives?

Teaching

Cram for Rounds

Run this on a note (or a one-line case summary) to turn the case into a quick study guide: case presentation, learning objectives, likely quiz questions with answers, and teaching pearls before rounds. Good luck! You've got this! Beware hallucinations; make sure you look things up and know what you know before you have to present. (Not for clinical decision making: using it that way would amplify anchoring and availability bias. This is essentially the Teaching Case Converter with answers included.)

Platform: Epic Text Assistant
Specialty: All
Length: 4551 characters
Convert this clinical note into a concise study guide designed to prepare a student to be quizzed on topics related to this case.

Output Structure
CASE PRESENTATION [Rewrite the case in standard presentation format: Demographics (age/gender only), Chief Complaint, HPI, Pertinent Physical Exam, Assessment and Plan]
LEARNING OBJECTIVES
1.	[Specific, measurable objective related to diagnosis]
2.	[Specific, measurable objective related to management]
3.	[Specific, measurable objective related to clinical reasoning]
DISCUSSION QUESTIONS
1.	[Open-ended question about differential diagnosis]
	- Answer
2.	[Question about diagnostic approach or testing]
	- Answer
3.	[Question about management decisions]
	- Answer
4.	[Question about when to escalate or refer]
	- Answer
KEY TEACHING POINTS
·	[Clinical pearl #1]
·	[Clinical pearl #2]
·	[Clinical pearl #3]

Few-Shot Examples
Input: 5yo male, fever 102.5 x 2 days, sore throat, + strep test, started amoxicillin
Output:
CASE PRESENTATION A preschool-age male presented with 2 days of fever (max 102.5°F) and sore throat. Physical exam revealed tonsillar exudates and anterior cervical lymphadenopathy. Rapid strep test was positive. The patient was started on amoxicillin 50mg/kg/day divided BID for 10 days.
LEARNING OBJECTIVES
1.	Apply Centor criteria to determine when strep testing is indicated in pediatric pharyngitis
2.	Prescribe appropriate antibiotic therapy for group A streptococcal pharyngitis
3.	Counsel families on complications of untreated strep throat
DISCUSSION QUESTIONS
1.	What clinical features increase the likelihood of bacterial vs viral pharyngitis in children?
	- Exudate on exam and lack of coughing
2.	When is empiric antibiotic therapy appropriate without testing?
	- Rarely in children; confirm with a rapid strep or culture first, because clinical features alone can't reliably distinguish strep from viral pharyngitis
3.	How would management change if the patient had a penicillin allergy?
	- Keflex if not anaphylactic, azithromycin if it was anaphylactic
4.	What are the potential complications of untreated streptococcal pharyngitis?
	- Rheumatic fever is the major concern, also Post-streptococcal glomerulonephritis (PSGN) is the one that treatment doesn't change the risk 
KEY TEACHING POINTS
·	Centor criteria have limited utility in children under age 3
·	Amoxicillin remains first-line therapy due to narrow spectrum and efficacy
·	Symptoms improve within 48-72 hours but full 10-day course prevents complications

Input: 16yo female with worsening asthma, using albuterol 5-6x/day, nighttime cough, exam with mild expiratory wheeze, not on controller, started fluticasone 88mcg BID
Output:
CASE PRESENTATION An adolescent female with known asthma presented with worsening symptoms over the past 2 weeks. She reported using her albuterol rescue inhaler 5-6 times daily and experiencing nighttime cough 3-4 times per week. She was not on controller medication. Physical exam revealed mild expiratory wheezing bilaterally. She was started on fluticasone 88mcg 2 puffs twice daily with spacer and counseled on proper inhaler technique.
LEARNING OBJECTIVES
1.	Classify asthma severity using NHLBI guidelines
2.	Recognize indications for initiating controller therapy in asthma
3.	Prescribe appropriate step therapy for persistent asthma
DISCUSSION QUESTIONS
1.	How do you differentiate mild intermittent from mild persistent asthma?
- For mild persistent asthma symptoms occur more than twice a week but less than once a day; Nighttime symptoms more than twice a month but less than once a week
2.	What factors indicate the need for controller medication vs rescue therapy alone?
	- Rescue use more than 2 days/week, nighttime awakenings, or exacerbations needing oral steroids
3.	What would prompt escalation to Step 3 or 4 therapy?
	- Poor control despite good adherence and inhaler technique on the current step
4.	How would you counsel this patient on proper inhaler technique and adherence?
	- Using a spacer is key
KEY TEACHING POINTS
·	Rescue inhaler use >2 days/week indicates inadequate control and need for controller
·	Nighttime symptoms are a key marker of persistent asthma
·	Spacers improve medication delivery and reduce oral thrush risk with ICS

Quality Checks
Before outputting, verify: 1. Clinical accuracy preserved 2. 3 learning objectives that are specific and measurable 3. 4 discussion questions that promote critical thinking with answers  4. teaching points that are concise and actionable 5. Case written in standard presentation format

Teaching - Case Presentation, Learning Objectives, Discussion Questions, and Pearls

Transforms clinical notes into de-identified teaching cases with learning objectives, discussion questions, and teaching points. Do not trust the prompt to fully de-identify patient information. Ensure HIPAA and fully regulatory compliance through appropriate channels as appropriate. For these reasons do not recommend exporting outputs from outside the chart. I recommend using this prompt to tee up in the moment chalk talks and then deleting. This may be my favorite of the entire library so far.

Platform: Epic Text Assistant
Specialty: All
Length: 4212 characters
Convert this clinical note into a structured teaching case. Remove all identifying information and create educational content suitable for medical students or residents.

Output Structure
CASE PRESENTATION [Rewrite the case in standard presentation format: Demographics (age/gender only), Chief Complaint, HPI, Pertinent Physical Exam, Assessment and Plan]
LEARNING OBJECTIVES
1.	[Specific, measurable objective related to diagnosis]
2.	[Specific, measurable objective related to management]
3.	[Specific, measurable objective related to clinical reasoning]
DISCUSSION QUESTIONS
1.	[Open-ended question about differential diagnosis]
2.	[Question about diagnostic approach or testing]
3.	[Question about management decisions]
4.	[Question about when to escalate or refer]
KEY TEACHING POINTS
·	[Clinical pearl #1]
·	[Clinical pearl #2]
·	[Clinical pearl #3]

De-identification Rules
1.	Replace specific ages with age ranges (e.g., "7-year-old" becomes "school-age child")
2.	Remove all names, use "the patient" or "the child"
3.	Remove specific dates, use relative timeframes ("presented 3 days after symptom onset")
4.	Keep clinical details intact - diagnosis, symptoms, exam findings, management
5.	Preserve medication names, doses, and clinical decision-making

Few-Shot Examples
Input: 5yo male, fever 102.5 x 2 days, sore throat, + strep test, started amoxicillin
Output:
CASE PRESENTATION A preschool-age male presented with 2 days of fever (max 102.5°F) and sore throat. Physical exam revealed tonsillar exudates and anterior cervical lymphadenopathy. Rapid strep test was positive. The patient was started on amoxicillin 50mg/kg/day divided BID for 10 days.
LEARNING OBJECTIVES
1.	Apply Centor criteria to determine when strep testing is indicated in pediatric pharyngitis
2.	Prescribe appropriate antibiotic therapy for group A streptococcal pharyngitis
3.	Counsel families on complications of untreated strep throat
DISCUSSION QUESTIONS
1.	What clinical features increase the likelihood of bacterial vs viral pharyngitis in children?
2.	When is empiric antibiotic therapy appropriate without testing?
3.	How would management change if the patient had a penicillin allergy?
4.	What are the potential complications of untreated streptococcal pharyngitis?
KEY TEACHING POINTS
·	Centor criteria have limited utility in children under age 3
·	Amoxicillin remains first-line therapy due to narrow spectrum and efficacy
·	Symptoms improve within 48-72 hours but full 10-day course prevents complications

Input: 16yo female with worsening asthma, using albuterol 5-6x/day, nighttime cough, exam with mild expiratory wheeze, not on controller, started fluticasone 88mcg BID
Output:
CASE PRESENTATION An adolescent female with known asthma presented with worsening symptoms over the past 2 weeks. She reported using her albuterol rescue inhaler 5-6 times daily and experiencing nighttime cough 3-4 times per week. She was not on controller medication. Physical exam revealed mild expiratory wheezing bilaterally. She was started on fluticasone 88mcg 2 puffs twice daily with spacer and counseled on proper inhaler technique.
LEARNING OBJECTIVES
1.	Classify asthma severity using NHLBI guidelines
2.	Recognize indications for initiating controller therapy in asthma
3.	Prescribe appropriate step therapy for persistent asthma
DISCUSSION QUESTIONS
1.	How do you differentiate mild intermittent from mild persistent asthma?
2.	What factors indicate the need for controller medication vs rescue therapy alone?
3.	What would prompt escalation to Step 3 or 4 therapy?
4.	How would you counsel this patient on proper inhaler technique and adherence?
KEY TEACHING POINTS
·	Rescue inhaler use >2 days/week indicates inadequate control and need for controller
·	Nighttime symptoms are a key marker of persistent asthma
·	Spacers improve medication delivery and reduce oral thrush risk with ICS

Quality Checks
Before outputting, verify: 1. All identifying information removed 2. Clinical accuracy preserved 3. 3 learning objectives that are specific and measurable 4. 4 discussion questions that promote critical thinking  5. teaching points that are concise and actionable 6. Case written in standard presentation format

Teaching - One Minute Preceptor Style

Use framework loosely based on the One Minute Preceptor (Neher et al, 1992) to ask questions based on the case.

Platform: Epic Text Assistant
Specialty: Any
Length: 4388 characters
One-Minute Preceptor Teaching Feedback Prompt
Purpose
Generate three targeted teaching questions based on the Assessment & Plan, using the One-Minute Preceptor microskills framework to provide in-the-moment feedback.

Prompt
You are an experienced clinical educator providing real-time feedback using the One-Minute Preceptor method. Your task is to generate three focused teaching questions based on the Assessment & Plan given to you.

Generate Three Teaching Questions
1. Probe for Evidence (Microskill 2)
Your task: Examine the A&P and identify the specific clinical data that led to the diagnosis or management decision. Look for exam findings, lab values, imaging results, or history elements mentioned. Then craft a question that asks the clinician to articulate how those elements played into their reasoning.
Question structure: Reference the specific findings from the A&P and ask the clinician to explain their reasoning process-how these findings informed their diagnostic or management decisions.
Example pattern: In this patient with [actual diagnosis from A&P], how did [specific finding mentioned] and [another specific finding mentioned] influence your decision to [actual decision made]?
Alternative pattern: Walk me through your reasoning: what aspects of [specific findings from A&P] made you most confident in [diagnosis/management decision]?
Output your question:

2. Reflect on the Decision (Microskill 4)
Your task: Identify a decision point in the A&P where the clinician made a choice-this could be ordering or NOT ordering a test, starting or withholding treatment, pursuing or deferring imaging, consulting or managing independently, choosing observation over intervention, etc. Frame a question that invites reflection on that decision without implying the decision was wrong.
Question structure: Identify the specific decision made (action taken OR action not taken) and ask what factors influenced that choice, or what would change their approach.
Example patterns:
·	What factors led you to [actual decision made/not made] in this case?
·	How did you decide between [option chosen] and [alternative approach] for this patient?
·	What would have changed your threshold for [ordering test/starting treatment/consulting] in this scenario?
·	If [specific variable] had been different, would that have changed your decision to [actual choice made]?
Output your question:

3. Extract the Clinical Pearl (Microskill 5)
Your task: Identify one generalizable clinical principle from this case that extends beyond this specific patient. This could be a decision-making framework, a diagnostic approach, a management principle, or practical clinical wisdom. State it concisely (<=20 words).
Format: State the pearl as a single sentence that captures the generalizable principle.
Example: Empiric antibiotics in clinically evident pneumonia reduce morbidity even before imaging confirmation.
Output your pearl:

Example
A&P Input: 38-year-old with fever, cough × 3 days. Exam: temperature 38.5°C, left basilar crackles, no tachycardia. CXR pending. Diagnosis: Community-acquired pneumonia. Plan: Azithromycin 500mg × 1, amoxicillin-clavulanate × 7 days, supportive care, recheck in 48 hours.
Generated Questions:
Question 1 - Probe for Evidence: Walk me through your reasoning: how did the combination of left basilar crackles, fever to 38.5°C, and the 3-day history of productive cough lead you to start antibiotics before the CXR returned?
Question 2 - Reflect on the Decision: What factors influenced your decision to start empiric antibiotics before getting the chest X-ray, rather than waiting for imaging confirmation?
Alternative Question 2 example (if labs were NOT ordered): How did you decide that labs weren't necessary in this case-what aspects of the presentation made you comfortable proceeding without a CBC or inflammatory markers?
Question 3 - Extract the Clinical Pearl: Clinical certainty from exam findings and history can justify empiric pneumonia treatment before imaging.

Quality Check
Each generated question should:
·	Reference specific content from the A&P (diagnoses, findings, medications, decisions)
·	Be conversational and respectful, not interrogatory
·	Invite reflection on reasoning, not imply right or wrong
·	Focus on decision-making process, not knowledge recall
·	Be neutral about whether action or inaction was the better choice

Teaching - Socratic Prompt

Extracts clinical pearl and then asks a follow up question to probe a student's understanding further.

Platform: Epic Text Assistant
Specialty: All
Length: 394 characters
From this case, extract one brief 'Clinical Pearl' for teaching (<=20 words). Focus on a practical pitfall, tip, or insight-not patient-specific.
Using that clinical pearl, then take it one step farther and ask the clinician a socratic style follow up question to cause them to think more deeply about this particular patient. Write each on a separate line below bolded header "Clinical Pearl:"

Prompt Tools

Automatic Dot Phrase Creator

Creates potential candidate dot phrases from the note that you can save for later. Great small addition to an A/P prompt if you want to round out your dot phrase library.

Platform: Epic Text Assistant
Specialty: All
Length: 191 characters
From the note, extract counseling, anticipatory guidance, and care instructions. Rewrite them as EMR Dot Phrase Snippets: short, reusable, professional sentences without patient identifiers.

DAX Custom Instructions

Custom instructions for DAX, applied when the scribe generates each section of the note.

Documentation

DAX: A&P Concise Assessment Statement and Bulleted Plan with Follow-Up Statement

Problem-oriented A&P optimized for chronic disease follow-up visits. Known chronic problems include trend language and current medication/dose in the assessment, followed by a bulleted plan. Acute or new problems use the same structure without trend language. No one-liner.

Platform: DAX Custom Instructions
Specialty: Any / Pediatrics
Length: 7278 characters
Reformat the assessment and plan into a structured, problem-oriented format. For each problem, write one concise telegraphic prose assessment statement followed by bulleted plan items beneath it. Do not label either section.

For known chronic or ongoing problems, the assessment statement must include: (1) the current status using trend language (improved, stable, worsening, or similar), and (2) the current medication and dose if applicable. For acute or new problems, write the same style of assessment statement but omit trend language and medication status — focus on key findings and clinical interpretation.

[Problem/Diagnosis Name]
[Assessment: telegraphic prose with trend language and current med/dose for chronic problems; key findings and interpretation for acute problems. Unlabeled.]
        - [Plan bullet: brief action, adjustment, or follow-up item]
        - [Additional plan bullets as needed]

[Follow-Up: Brief description of follow-up plan if discussed.]

---

## Conditional Boilerplate Text

[Insert after all problem blocks and before the follow-up line when applicable. Add a blank line before and after each boilerplate statement.]

If well child check or health maintenance discussed:
"All forms, labs, immunizations, and patient concerns reviewed and addressed appropriately. Screening questions, past medical history, past social history, medications, and growth chart reviewed. Age-appropriate anticipatory guidance reviewed and printed in AVS. Parent questions addressed."

If any illness discussed:
"Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan."

If any injury discussed:
"Recommended supportive care with Tylenol, Motrin, rest, ice, compression, elevation, and gradual return to activity as appropriate. Return precautions given including increasing pain, swelling, or failure to improve."

If ear infection discussed:
"Risk of untreated otitis media includes persistent pain and fever, hearing loss, and mastoiditis."

If strep test discussed:
"Risk of untreated strep throat includes rheumatic fever and peritonsillar abscess. This problem is moderate risk due to pending lab results which may necessitate further pharmacologic management."

If dehydration, vomiting, diarrhea, or decreased urination discussed:
"Patient is at risk for dehydration, which would warrant emergency room care or admission for IV fluids."

If trouble breathing discussed:
"Patient is at risk for worsening respiratory distress and clinical deterioration, which would need emergency room care or hospital admission."

If ADHD, weight, obesity, or strep throat discussed:
"PCMH Reminder"

---

## Formatting Rules

1. Write the problem/diagnosis name on its own line
2. Assessment: one unlabeled telegraphic prose statement
   - For chronic/ongoing problems: include trend language and current medication/dose
   - For acute/new problems: include key findings and clinical interpretation; omit trend language and medication status
3. Plan: unlabeled bullet points beneath the assessment, each a brief clinical shorthand phrase
4. Use a hyphen (-) for all bullets
5. Indent all bullets with 8 spaces
6. Keep bullets concise (ideally under 10 words per bullet)
7. Use standard medical abbreviations (BID, PRN, PO, RTC, etc.)
8. Add a blank line between each problem block
9. Add a blank line between the last problem block and any boilerplate text
10. Add a blank line between each boilerplate statement
11. Add a blank line before the follow-up line
12. Only include the follow-up statement once, at the end
13. If follow-up was not explicitly discussed, default to "Return to clinic as needed"

---

## Few-Shot Examples

Asthma
Stable on fluticasone 44mcg 2 puffs BID with spacer; albuterol use minimal.
        - Continue fluticasone 44mcg 2 puffs BID
        - Continue albuterol PRN
        - Reassess control at next visit

Follow-Up: Return to clinic in 3 months or as needed.

---

Asthma
Worsening; persistent symptoms despite fluticasone 44mcg 2 puffs BID and albuterol PRN.
        - Step up to fluticasone 110mcg 2 puffs BID
        - Continue albuterol PRN
        - Return sooner if symptoms not improving

Follow-Up: Return to clinic in 6 weeks or as needed.

---

ADHD
Improved on Vyvanse 20mg PO daily per parent and teacher report; no side effects.
        - Continue Vyvanse 20mg PO daily
        - Reassess at next visit

PCMH Reminder

Follow-Up: Return to clinic in 3 months or as needed.

---

ADHD
Inadequate symptom control on Concerta 27mg PO daily per parent and teacher report.
        - Transition to Vyvanse 20mg PO daily
        - Reassess response at one-month follow-up

PCMH Reminder

Follow-Up: Return to clinic in one month or as needed.

---

Obesity
Stable; BMI unchanged since last visit, currently on dietary counseling and activity plan.
        - Continue dietary counseling
        - Encourage 60 min physical activity daily
        - Recheck BMI at next visit

PCMH Reminder

Follow-Up: Return to clinic in 3 months or as needed.

---

Asthma
Stable on fluticasone 44mcg 2 puffs BID; albuterol use minimal.
        - Continue current regimen

Viral URI
Mild rhinorrhea, no fever; consistent with viral URI.
        - Supportive care, fluids
        - Tylenol/Motrin PRN

Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan.

Follow-Up: Return to clinic in 3 months or as needed.

---

ADHD
Stable on Vyvanse 30mg PO daily; parent reports good focus and behavior at school.
        - Continue Vyvanse 30mg PO daily

Acute Otitis Media
Right TM bulging and erythematous; consistent with bacterial AOM.
        - Amoxicillin 400mg/5mL, 8mL PO BID x10d
        - Tylenol/Motrin for pain control

PCMH Reminder

Risk of untreated otitis media includes persistent pain and fever, hearing loss, and mastoiditis.

Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan.

Follow-Up: Return to clinic in 3 months or as needed.

---

Asthma
Improved on fluticasone 110mcg 2 puffs BID; symptoms well controlled, albuterol use rare.
        - Step down to fluticasone 44mcg 2 puffs BID
        - Continue albuterol PRN
        - Reassess control at next visit

Ankle Sprain
Left lateral ankle tender, no instability; consistent with mild lateral ankle sprain.
        - RICE protocol
        - Ibuprofen 400mg PO q6h PRN
        - Weight bearing as tolerated

Recommended supportive care with Tylenol, Motrin, rest, ice, compression, elevation, and gradual return to activity as appropriate. Return precautions given including increasing pain, swelling, or failure to improve.

Follow-Up: Return to clinic in 3 months or as needed.

DAX: A&P Formal (Assessment / Plan / Next Steps)

Problem-oriented A&P with labeled Assessment, Plan, and Next Steps subsections per problem. More detailed and structured than 'pithy' styles. Ideal for physicians who prefer explicit clinical reasoning, clear action items, and conditional planning separated into distinct sections.

Platform: DAX Custom Instructions
Specialty: Any / Pediatrics
Length: 8505 characters
Reformat the assessment and plan into a structured, problem-oriented format with clear visual hierarchy. For each problem, organize the content into labeled subsections: Assessment, Plan, and Next Steps. Include only sections for which content was discussed; omit unused sections entirely.

[Problem/Diagnosis Name]

Assessment:
- [Bullet points summarizing diagnostic reasoning and clinical context]
- [Use formal medical terminology]

Plan:
- [Immediate interventions, medications, procedures, and orders]
- [Each action item as a separate bullet]

Next Steps:
- [Conditional planning: "If [symptom/test], then [action]"]
- [Follow-up intervals and return precautions]
- [Monitoring parameters]

[Follow-Up: Brief description of follow-up plan if discussed.]

---

## Conditional Boilerplate Text

[Insert after all problem blocks and before the follow-up line when applicable.]

If well child check or health maintenance discussed:
"All forms, labs, immunizations, and patient concerns reviewed and addressed appropriately. Screening questions, past medical history, past social history, medications, and growth chart reviewed. Age-appropriate anticipatory guidance reviewed and printed in AVS. Parent questions addressed."

If any illness discussed:
"Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan."

If any injury discussed:
"Recommended supportive care with Tylenol, Motrin, rest, ice, compression, elevation, and gradual return to activity as appropriate. Return precautions given including increasing pain, swelling, or failure to improve."

If ear infection discussed:
"Risk of untreated otitis media includes persistent pain and fever, hearing loss, and mastoiditis."

If strep test discussed:
"Risk of untreated strep throat includes rheumatic fever and peritonsillar abscess. This problem is moderate risk due to pending lab results which may necessitate further pharmacologic management."

If dehydration, vomiting, diarrhea, or decreased urination discussed:
"Patient is at risk for dehydration, which would warrant emergency room care or admission for IV fluids."

If trouble breathing discussed:
"Patient is at risk for worsening respiratory distress and clinical deterioration, which would need emergency room care or hospital admission."

If ADHD, weight, obesity, or strep throat discussed:
"PCMH Reminder"

---

## Formatting Rules

1. Write the problem/diagnosis name on its own line
2. Label each subsection (Assessment, Plan, Next Steps) on its own line
3. Use a hyphen (-) for all bullets
4. Indent all bullets with 8 spaces
5. Write content in clear, professional phrases using formal medical terminology
6. Use "reassuring" rather than "normal" when appropriate
7. Keep bullets concise (ideally under 15 words per bullet)
8. No abbreviations except standard medical ones (BID, mcg, PRN, etc.)
9. Include only sections actually discussed; omit unused sections entirely
10. Insert a blank line between problems when multiple diagnoses exist
11. Only include the follow-up statement once, at the end
12. If follow-up was not explicitly discussed, default to "Return to clinic as needed"

---

## Few-Shot Examples

Asthma

Assessment:
        - Mild persistent asthma with current flare
        - Albuterol use multiple times per week
        - Exam reassuring with clear breath sounds today

Plan:
        - Fluticasone 44mcg 2 puffs BID with spacer started
        - Continue albuterol as rescue inhaler
        - Asthma action plan provided to family

Next Steps:
        - Return sooner for increased rescue use, nighttime symptoms, or respiratory distress
        - If control remains poor, consider montelukast or referral to Allergy

Follow-Up: Return to clinic in 3 months or as needed.

---

Well Child Check

Assessment:
        - Healthy 4yo with normal growth and development
        - No acute concerns raised today

Plan:
        - Vaccines administered per schedule
        - Age-appropriate anticipatory guidance reviewed

All forms, labs, immunizations, and patient concerns reviewed and addressed appropriately. Screening questions, past medical history, past social history, medications, and growth chart reviewed. Age-appropriate anticipatory guidance reviewed and printed in AVS. Parent questions addressed.

Follow-Up: Return to clinic at next well child check or as needed.

---

Vomiting, mild dehydration

Assessment:
        - Acute vomiting with mild dehydration
        - Tolerating small sips with moist mucous membranes
        - Abdomen non-distended, non-tender on exam

Plan:
        - Zofran PRN for nausea
        - Oral rehydration with Pedialyte
        - Tylenol and Motrin as needed for comfort

Next Steps:
        - Go to ED if unable to maintain oral hydration
        - Return for worsening vomiting, lethargy, or decreased urine output

Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan.

Patient is at risk for dehydration, which would warrant emergency room care or admission for IV fluids.

Follow-Up: Return to clinic as needed.

---

ADHD

Assessment:
        - Ongoing ADHD with inadequate symptom control on Concerta 27mg
        - Parent and teacher report persistent inattention and impulsivity
        - Growth and vitals reassuring today

Plan:
        - Discontinue Concerta 27mg
        - Start Vyvanse 20mg PO daily
        - Provide teacher Vanderbilt forms for monitoring

Next Steps:
        - Return sooner for significant appetite suppression, sleep disturbance, or mood changes

PCMH Reminder

Follow-Up: Return to clinic in one month.

---

Viral URI
 
Assessment:
        - Rhinorrhea and cough consistent with viral URI
        - No fever or red flags on exam today

Plan:
        - Supportive care with fluids and rest
        - Tylenol and Motrin PRN for comfort

Acute Otitis Media

Assessment:
        - Right tympanic membrane bulging and erythematous
        - Consistent with bacterial acute otitis media

Plan:
        - Amoxicillin 400mg/5mL, 8mL PO BID x10 days
        - Tylenol and Motrin for pain control

Next Steps:
        - Return if symptoms worsen or do not improve within 48-72 hours

Risk of untreated otitis media includes persistent pain and fever, hearing loss, and mastoiditis.

Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan.

Follow-Up: Return to clinic as needed.

---

Ankle Sprain

Assessment:
        - Left lateral ankle tenderness without instability
        - Consistent with mild lateral ankle sprain

Plan:
        - RICE protocol initiated
        - Ibuprofen 400mg PO q6h PRN for pain and swelling
        - Weight bearing as tolerated

Next Steps:
        - Return if pain worsens, swelling increases, or unable to bear weight
        - If not improving in one week, consider X-ray

Pharyngitis

Assessment:
        - Sore throat with rapid strep negative
        - Throat culture pending; cannot exclude strep at this time

Plan:
        - Symptomatic care with throat lozenges and OTC analgesics

Next Steps:
        - Will contact family if culture returns positive to initiate antibiotics

Risk of untreated strep throat includes rheumatic fever and peritonsillar abscess. This problem is moderate risk due to pending lab results which may necessitate further pharmacologic management.

Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan.

Recommended supportive care with Tylenol, Motrin, rest, ice, compression, elevation, and gradual return to activity as appropriate. Return precautions given including increasing pain, swelling, or failure to improve.

Follow-Up: Return to clinic as needed and pending strep culture results.

DAX: A&P SOAP-Within-Problems

Problem-oriented A&P with separated assessment and plan prose per problem. No one-liner. Two unlabeled prose lines per problem: the first captures key findings and clinical interpretation, the second describes management. Great for physicians who prefer full sentence structure over bullets.

Platform: DAX Custom Instructions
Specialty: Any / Pediatrics
Length: 8543 characters
Reformat the assessment and plan into a structured, problem-oriented format. For each problem, write two concise prose statements: first, a brief clinical assessment capturing the key findings and your interpretation; second, a brief plan statement describing what is being done. Do not label these lines. Keep each statement as short as possible without losing essential clinical meaning. Do not use bullet points.

[Problem/Diagnosis Name]
[Assessment: key findings and clinical interpretation, unlabeled.]
[Plan: what is being done, unlabeled. May include forward-directed thinking such as contingency plans or follow-up expectations where naturally applicable.]

[Follow-Up: Brief description of follow-up plan if discussed.]

---

## Conditional Boilerplate Text

[Insert after all problem blocks and before the follow-up line when applicable.]

If well child check or health maintenance discussed:
"All forms, labs, immunizations, and patient concerns reviewed and addressed appropriately. Screening questions, past medical history, past social history, medications, and growth chart reviewed. Age-appropriate anticipatory guidance reviewed and printed in AVS. Parent questions addressed."

If any illness discussed:
"Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan."

If any injury discussed:
"Recommended supportive care with Tylenol, Motrin, rest, ice, compression, elevation, and gradual return to activity as appropriate. Return precautions given including increasing pain, swelling, or failure to improve."

If ear infection discussed:
"Risk of untreated otitis media includes persistent pain and fever, hearing loss, and mastoiditis."

If strep test discussed:
"Risk of untreated strep throat includes rheumatic fever and peritonsillar abscess. This problem is moderate risk due to pending lab results which may necessitate further pharmacologic management."

If dehydration, vomiting, diarrhea, or decreased urination discussed:
"Patient is at risk for dehydration, which would warrant emergency room care or admission for IV fluids."

If trouble breathing discussed:
"Patient is at risk for worsening respiratory distress and clinical deterioration, which would need emergency room care or hospital admission."

If ADHD, weight, obesity, or strep throat discussed:
"PCMH Reminder"

---

## Formatting Rules

1. Write the problem/diagnosis name on its own line, followed by two unlabeled prose statements on separate lines
2. Assessment line first: key findings and clinical interpretation
3. Plan line second: management decisions and forward-directed thinking
4. No bullet points, no labels, no headers within the problem block
5. Keep each line as brief as possible; length should match complexity of the problem
6. Use standard medical abbreviations (BID, PRN, PO, etc.)
7. Only include the follow-up statement once, at the end
8. If follow-up was not explicitly discussed, default to "Return to clinic as needed"

---

## Few-Shot Examples

Asthma
Persistent symptoms despite albuterol consistent with inadequately controlled asthma.
Starting fluticasone 44mcg 2 puffs BID with spacer; continue albuterol PRN; will reassess control at follow-up.

Follow-Up: Return to clinic in 3 months or as needed.

---

Well Child Check
Healthy 4yo with normal growth, development, and exam; no concerns identified.
Anticipatory guidance reviewed, vaccines UTD, all parent questions addressed.

All forms, labs, immunizations, and patient concerns reviewed and addressed appropriately. Screening questions, past medical history, past social history, medications, and growth chart reviewed. Age-appropriate anticipatory guidance reviewed and printed in AVS. Parent questions addressed.

Follow-Up: Return to clinic at next well child check or as needed.

---

Vomiting, mild dehydration
Tolerating small sips with moist mucous membranes and non-distended abdomen, consistent with mild dehydration without need for IV fluids at this time.
Zofran and oral rehydration with Pedialyte recommended; Tylenol/Motrin PRN; family instructed to go to ED if unable to maintain hydration.

Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan.

Patient is at risk for dehydration, which would warrant emergency room care or admission for IV fluids.

Follow-Up: Return to clinic as needed.

---

ADHD
Inadequate symptom control on Concerta 27mg per parent and teacher report.
Transitioning to Vyvanse 20mg PO daily; will reassess response at one-month follow-up.

PCMH Reminder

Follow-Up: Return to clinic in one month or as needed.

---

Viral URI
Presentation consistent with viral upper respiratory infection; family declined COVID testing.
Supportive care with fluids and OTC medications recommended; return precautions reviewed.

Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan.

Follow-Up: Return to clinic as needed.

---

Viral URI
Mild rhinorrhea without fever consistent with viral URI.
Supportive care with fluids and Tylenol/Motrin as needed.

Acute Otitis Media
Right TM bulging and erythematous consistent with bacterial AOM.
Amoxicillin 400mg/5mL 8mL PO BID x10d started; Tylenol/Motrin for pain control; return precautions given for worsening or failure to improve.

Risk of untreated otitis media includes persistent pain and fever, hearing loss, and mastoiditis.

Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan.

Follow-Up: Return to clinic as needed.

---

Ankle Sprain
Left lateral ankle with tenderness but no instability, consistent with mild lateral ankle sprain.
RICE protocol initiated; ibuprofen 400mg PO q6h PRN; weight bearing as tolerated; return precautions given for increasing pain or swelling.

Pharyngitis
Rapid strep negative with throat culture pending; cannot exclude strep at this time.
Symptomatic care with lozenges and OTC analgesics for now; family to be contacted if culture returns positive to initiate antibiotics.

Risk of untreated strep throat includes rheumatic fever and peritonsillar abscess. This problem is moderate risk due to pending lab results which may necessitate further pharmacologic management.

Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan.

Recommended supportive care with Tylenol, Motrin, rest, ice, compression, elevation, and gradual return to activity as appropriate. Return precautions given including increasing pain, swelling, or failure to improve.

Follow-Up: Return to clinic as needed and pending strep culture results.

---

Well Child Check
Healthy 3yo with normal growth, development, and exam; no acute concerns.
Vaccines UTD; anticipatory guidance reviewed; all parent questions addressed.

Viral URI
Mild rhinorrhea without fever consistent with viral URI.
Supportive care with fluids and Tylenol/Motrin as needed; return precautions reviewed.

All forms, labs, immunizations, and patient concerns reviewed and addressed appropriately. Screening questions, past medical history, past social history, medications, and growth chart reviewed. Age-appropriate anticipatory guidance reviewed and printed in AVS. Parent questions addressed.

Recommended supportive care with OTC medications as needed. Return precautions given including increasing pain, worsening fever, dehydration, new symptoms, prolonged symptoms, worsening symptoms, and other concerns. Caregiver expressed understanding and agreement with treatment plan.

Follow-Up: Return to clinic at next well child check or as needed.

DAX: A&P System-Based (Inpatient / ED)

System-based A&P organized by organ system rather than by problem. Includes all systems with simple negative statements when stable or not relevant. Designed for inpatient admissions, hospital progress notes, and ED encounters where a systems-based approach is standard.

Platform: DAX Custom Instructions
Specialty: Inpatient / ED / Any
Length: 5452 characters
Reformat the assessment and plan into a system-based format. Organize the output by organ system rather than by individual problem or diagnosis. Cover all of the following systems in every note in this exact order: Respiratory, Cardiovascular, FEN/GI, ID, HO, Neuro, Psych, Social, Dispo. For systems that are stable or not clinically relevant, write a simple one-line negative statement. For systems with active issues, write a brief assessment followed by concise bulleted plan items.

Begin with a brief summary statement (<2 sentences) stating the patient identifier, the primary reason for admission or visit, and hospital day if applicable.

[Brief summary statement.]

Respiratory: [Assessment and plan, or simple negative statement]
Cardiovascular: [Assessment and plan, or simple negative statement]
FEN/GI: [Assessment and plan, or simple negative statement]
ID: [Assessment and plan, or simple negative statement]
HO: [Assessment and plan, or simple negative statement]
Neuro: [Assessment and plan, or simple negative statement]
Psych: [Assessment and plan, or simple negative statement]
Social: [Assessment and plan, or simple negative statement]
Dispo: [Assessment and plan, or simple negative statement]

---

## Formatting Rules

1. Always include all 9 systems in the order listed above, even if stable
2. For stable/non-relevant systems, write one brief negative statement on the same line (e.g., "Respiratory: Stable on room air")
3. For active systems, write the system name on its own line followed by a brief assessment statement, then bulleted plan items beneath
4. Use a hyphen (-) for all bullets
5. Indent all bullets with 8 spaces
6. Keep bullets concise (ideally under 10 words per bullet)
7. Use standard medical abbreviations (BID, PRN, PO, IV, etc.)
8. The summary statement should be telegraphic and concise
9. Never fabricate or infer information not present in the source text

---

## Few-Shot Examples

### Example 1: Pediatric admission for asthma exacerbation

8yo admitted for acute asthma exacerbation with hypoxia requiring supplemental O2; HD#2.

Respiratory:
Asthma exacerbation, improved on continuous albuterol, now spacing to q4h; weaning O2.
        - Albuterol neb q4h
        - Wean O2 to maintain SpO2 >92%
        - Start fluticasone 44mcg 2 puffs BID once spacing to q6h
        - Continue monitoring respiratory status

Cardiovascular: Hemodynamically stable, no concerns.

FEN/GI: Tolerating regular diet, adequate PO intake.

ID: Afebrile, no signs of infection.

HO: No hematologic or oncologic concerns.

Neuro: Alert, age-appropriate, no focal deficits.

Psych: Appropriate affect, coping well with hospitalization.

Social: Parents at bedside, family meeting completed. School notified of absence.

Dispo:
Likely discharge tomorrow if tolerating albuterol q6h on room air.
        - Discharge with fluticasone 44mcg 2 puffs BID, albuterol PRN
        - Asthma action plan to family
        - Follow-up with PCP in 1 week

---

### Example 2: Adult ED visit for pneumonia

65yo presenting with fever, cough, and hypoxia; CXR with RLL consolidation consistent with community-acquired pneumonia.

Respiratory:
Right lower lobe pneumonia on CXR; requiring 2L NC to maintain SpO2 >94%.
        - Supplemental O2 2L NC
        - Chest PT and incentive spirometry
        - Monitor respiratory status for clinical deterioration

Cardiovascular: Sinus tachycardia, likely demand; no acute cardiac concerns.

FEN/GI:
Mild dehydration on presentation; tolerating sips.
        - NS bolus 1L, then D5 1/2NS at 100mL/hr
        - Advance diet as tolerated

ID:
Febrile to 39.1C; WBC 15.2 with left shift. Blood cultures drawn.
        - Ceftriaxone 1g IV daily + azithromycin 500mg IV daily
        - Monitor fever curve and WBC trend
        - Follow blood cultures

HO: No hematologic or oncologic concerns.

Neuro: Alert and oriented x4, no focal deficits.

Psych: Anxious about hospitalization; reassurance provided.

Social: Lives alone; daughter is emergency contact and updated. Will need to assess home safety prior to discharge.

Dispo:
Admit to medicine for IV antibiotics and O2 monitoring.
        - Anticipated 2-3 day stay
        - Transition to PO antibiotics when afebrile x24h and tolerating PO
        - Follow-up with PCP within 1 week of discharge

---

### Example 3: Pediatric admission for dehydration with multiple active systems

2yo admitted for dehydration secondary to viral gastroenteritis; HD#1.

Respiratory: Stable on room air, no WOB.

Cardiovascular: Mild tachycardia consistent with dehydration, improving with fluids.

FEN/GI:
Moderate dehydration with vomiting and diarrhea x3 days; tolerating small sips, sunken eyes improving.
        - D5 1/2NS + 20mEq KCl/L at 1.5x maintenance
        - Zofran 2mg IV q6h PRN
        - Advance PO with Pedialyte as tolerated
        - Strict I&O, daily weights

ID: Afebrile, stool studies pending. No antibiotics indicated at this time.

HO: No concerns.

Neuro: Alert, interactive, crying with tears after fluid resuscitation.

Psych: Age-appropriate behavior, comforted by parents.

Social: Both parents at bedside, comfortable with plan. Social work not needed at this time.

Dispo:
Continue IV fluids until tolerating adequate PO to maintain hydration.
        - Likely discharge tomorrow if PO challenge successful
        - Discharge with Pedialyte and supportive care instructions
        - Follow-up with PCP in 2-3 days

DAX: Abnormal Exam First

List abnormal findings separately from boiler plate text to allow for quicker review

Platform: DAX Custom Instructions
Specialty: Any / Pediatrics
Length: 3458 characters
{List all abnormal findings first, organized by system. If no abnormal findings are mentioned for a system, skip it. Use concise formal clinical language.}

GENERAL APPEARANCE: [List abnormal findings if present]  
VITAL SIGNS: [List abnormal findings if present]  
HEENT: [List abnormal findings if present]  
RESPIRATORY: [List abnormal findings if present]  
CARDIOVASCULAR: [List abnormal findings if present]  
GASTROINTESTINAL: [List abnormal findings if present]  
GENITOURINARY: [List abnormal findings if present, prefixed Male or Female]  
LYMPHATIC: [List abnormal findings if present]  
BACK, MUSCULOSKELETAL: [List abnormal findings if present]  
EXTREMITIES: [List abnormal findings if present]  
SKIN: [List abnormal findings if present]  
NEUROLOGICAL: [List abnormal findings if present]  
PSYCHIATRIC: [List abnormal findings if present]  
OTHER OBSERVATIONS: [List abnormal findings if present]  

{Insert a single blank line between abnormal and normal sections}

GENERAL APPEARANCE: "Patient is in no acute distress, well-developed, well nourished, and not ill-appearing." {If GENERAL APPEARANCE mentioned above, then delete this line.}

VITAL SIGNS: "Vitals and nursing note reviewed." {If VITAL SIGNS mentioned above, then delete this line.}

HEENT:  
"Head: Normocephalic and atraumatic." {If HEAD mentioned above, then delete this line.}  
"Eyes: No discharge, EOMI, conjunctiva clear, and PERRL." {If EYES mentioned above, then delete this line.}  
"Ears: TM, canal, and external ears normal bilaterally." {If EARS mentioned above, then delete this line.}  
"Nose: No congestion or rhinorrhea." {If NOSE mentioned above, then delete this line.}  
"Mouth: Mucous membranes moist." {If MOUTH mentioned above, then delete this line.}  
"Pharynx: No erythema, exudate, or tonsillar enlargement." {If PHARYNX mentioned above, then delete this line.}

RESPIRATORY:  
"Effort: No respiratory distress." {If RESPIRATORY EFFORT mentioned above, then delete this line.}  
"Breath sounds: Clear bilaterally. No wheezing or rales." {If BREATH SOUNDS mentioned above, then delete this line.}

CARDIOVASCULAR: "Regular rate and rhythm. No murmurs, gallops, or rubs. Brisk cap refill." {If CARDIOVASCULAR mentioned above, then delete this line.}

GASTROINTESTINAL: "Soft, non-tender, non-distended. No guarding or rebound." {If GASTROINTESTINAL mentioned above, then delete this line.}

GENITOURINARY: [Insert findings (prefixed Male or Female). If no GU exam was verbally described or noted above, write “GU deferred.” Otherwise, include findings. If chaperone was mentioned, document below.]

LYMPHATIC: "No cervical, axillary, or inguinal lymphadenopathy." {If LYMPHATIC mentioned above, then delete this line.}

BACK, MUSCULOSKELETAL: "No abnormal or restricted ROM. No scoliosis or pain with movement." {Only include if BACK, MUSCULOSKELETAL mentioned above; otherwise delete this line.}

EXTREMITIES: "No deformities, cyanosis, or edema." {If EXTREMITIES mentioned above, then delete this line.}

SKIN: "Warm and dry. No rash or lesions." {If SKIN mentioned above, then delete this line.}

NEUROLOGICAL: "Alert and oriented for age. Normal tone and reflexes." {If NEUROLOGICAL mentioned above, then delete this line.}

PSYCHIATRIC: "Mood and affect appropriate. Behavior normal for age." {If PSYCHIATRIC mentioned above, then delete this line.}

OTHER OBSERVATIONS: [Insert any other relevant findings.] {If not mentioned, delete this line.}

DAX: Follow Up

Captures follow-up timeframes or instructions for the final section of a clinical note.

Platform: DAX Custom Instructions
Specialty: All
Length: 112 characters
Follow-up: [State follow-up timeframe or instructions] {If none specified, then delete this row and its header}

Orders

Orders to Place

Generates a consolidated checklist of all clinician orders grouped by category for rapid task management.

Platform: DAX Custom Instructions
Specialty: All
Length: 327 characters
ORDERS TO PLACE:  
[List a concise checklist of all labs, imaging, medications, referrals, or screenings mentioned above. Include each order even if already described under the problem list. Group by type (Labs, Imaging, Meds, Referrals, Other). This section is for provider task management and may repeat content from above.]

Any AI Assistant

Prompts for building and refining your own prompts. Use them with any current AI assistant your institution has approved. Start with the Quick Prompt Builder, then use the Refiner to tune what it gives you.

Prompt Tools

Meta-Prompt - Context

While not technically a prompt in itself, you can use this file as context to upload to any current AI assistant so it can help you make your own prompts. Start by giving it this file and then just describe what you're hoping to do. Next ask it to ask you if it has any clarifying questions before you begin and answer those too. Remember to never give a non-IT approved tool any patient data and follow HIPAA and other applicable guidelines.

Platform: Any AI Assistant
Specialty: Any
Length: 2943 characters
GUIDE: CREATING HIGH-PERFORMANCE CLINICAL FORMATTING PROMPTS


This guide synthesizes best practices for creating prompts that reformat
clinical text (like AI scribe output) into structured, physician-ready notes.
It is based on a "show, don't tell" philosophy.

CORE PRINCIPLES

1. EXAMPLES > INSTRUCTIONS (FEW-SHOT LEARNING)
   This is the most critical principle. Providing 3-5 high-quality examples
   of your desired output is far more effective than writing explicit
   instructions. The LLM excels at pattern recognition and will learn your
   implicit rules, tone, and structure from these examples.

2. BREVITY = QUALITY
   Concise prompts and concise outputs are better. Shorter notes are faster
   to scan, easier to edit, and reduce cognitive load.

3. ONE PROMPT, ONE PURPOSE (MODULAR)
   Specialized prompts outperform multi-function prompts. Trying to make one
   prompt do two things (e.g., write an A/P AND an after-visit summary)
   multiplies complexity and makes failure more likely.

ANATOMY OF A SUCCESSFUL PROMPT

A high-performance formatting prompt generally has five components, listed
in order of importance.

--- 1. THE FEW-SHOT EXAMPLES (MOST IMPORTANT) ---

This is the core of the prompt. Provide 3-5 complete examples of your exact
desired output. This is where the model learns your desired tone (e.g.,
formal vs. pithy), structure, and clinical shorthand.

--- 2. THE TASK STATEMENT ---

Begin the prompt with a clear, action-oriented instruction. Avoid "role-
prompting" (e.g., "You are a doctor"), as it adds length without improving
practical output.

Example: "Reformat the assessment and plan into a structured, problem-
oriented format."

--- 3. THE OUTPUT STRUCTURE ---

Explicitly show the SHAPE of your desired output. This can be a simple
bulleted list or a more formal structure with subheadings.

PITHY EXAMPLE:
**[Problem/Diagnosis Name]**
- [A very brief bullet point]
- [Another brief bullet point]

FORMAL EXAMPLE:
**[Problem/Diagnosis Name]**
Assessment:
· [Bullet summarizing diagnostic reasoning]
Plan:
· [Bullet for immediate interventions]
Next Steps:
· [Bullet for follow-up and return precautions]

--- 4. CONDITIONAL BOILERPLATE TEXT ---

This section automatically inserts your common "dot phrases" based on
triggers.

How it works: You define a trigger (e.g., "If well child check...") and the
text to add.

Pro-Tip: If you have trouble getting triggers to fire consistently, use
ICD-10 codes (e.g., "If diagnosis includes J06.9...") as they are very
reliable hooks.

Warning: Keep boilerplate text blocks short. Long blocks of text can confuse
the model and degrade output quality.

--- 5. THE FORMATTING RULES (Do this last) ---

This section is for minor, explicit rules that the examples don't perfectly
capture. This is the LAST place you should make edits.

Examples: "Bold formatting for problem names", "Omit unused sections
entirely", or "Indent all bullets with 8 spaces".

Quick Prompt Builder

Recommended starting point. Paste this into any current AI assistant and it will interview you for 3-5 examples of your ideal A&P, then write a personalized editor prompt you can paste into your EMR or scribe.

Platform: Any AI Assistant
Specialty: Any
Length: 514 characters
Help me write a reusable prompt that reformats an AI scribe's Assessment & Plan into my personal style.
Before writing anything, ask me for 3-5 examples of my ideal A&P, plus any rules or standard phrases I always want.
Infer my formatting, brevity, and abbreviation habits from the examples.
Write the prompt as plain text: a one-sentence task, the output structure, a short list of rules (including "never add information that isn't in the note"), and my examples copied exactly.
Keep it under 5,000 characters.

Quick Prompt Refiner

Recommended for tuning a prompt you already use. Paste this into any current AI assistant along with your prompt, examples of what you want, and examples of what you're getting.

Platform: Any AI Assistant
Specialty: Any
Length: 378 characters
Help me improve a clinical documentation prompt.
I'll paste my current prompt, 2-3 examples of the output I want, and 2-3 examples of what it actually produces.
Name the biggest differences and why they happen, then give me a revised prompt.
Fix the examples before adding rules, keep what already works, stay under 5,000 characters, and list what you changed in a few bullets.

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