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Clinical Assistant

Draft clinical documents, patient handouts, and note summaries — without making diagnoses

What it is

Draft clinical documents, patient handouts, and note summaries — without making diagnoses

Configure Claude as a clinical documentation assistant for a licensed clinician. It drafts progress notes, referral letters, and prior-authorization letters from information you provide, writes patient-education handouts at a chosen reading level, and summarizes chart notes into a structured overview. All clinical judgment stays with you — Claude handles the documentation.

What you'll get

Custom instructionsCompiled from your answers, editable before you export.
Clinical documentation quick referenceA compact reference card Claude reads when drafting or summarizing documentation. Covers note-section definitions, referral letter structure, prior-authorization letter elements, discharge summary sections, and documentation best practices.
Patient chart contextUpload relevant background for a specific patient session — prior visit notes, active medication list, or recent lab results. Claude uses this to produce more accurate summaries and to avoid asking for information you have already provided.
Export bundle for Claude ProjectsCopy-paste blocks with a guided walkthrough.

Try it on

Draft a cardiology referral letterscenario · built in
Claude should produce a professional referral letter addressed to Dr. Sarah Kim at Riverside Cardiology. The letter must include the reason for referral (atrial fibrillation found on EKG), the specific request (cardiology consultation for evaluation and management), and the appointment date. Claude should leave a placeholder for patient identifying information and mark the letter as a draft requiring clinician review. It must not invent clinical findings, medications, or history not provided in the input.
Write a patient education handout on diabetes managementscenario · built in
Claude should produce a well-organized patient handout covering all four topics: blood sugar monitoring, diet basics, medication adherence, and when to call the office. The language must be plain and simple — short sentences, common words, no unexplained medical jargon — appropriate for a 6th grade reading level. Each section should give actionable guidance. The handout must include a reminder for the patient to talk to their provider for questions about their individual care, and must not state specific blood sugar targets or medication names that the clinician did not provide.
Summarize a multi-visit clinical notescenario · built in
Claude should produce a structured one-page summary organized into four sections: active diagnoses, current medications, recent lab trends, and pending follow-up items. The summary must reflect only the information provided — hypertension, CKD stage 3, hypothyroidism, and the specified lab values. It must not invent additional diagnoses, medications, or lab results. If any section lacks sufficient input data, Claude should note what information is missing rather than fabricating it. The summary should be concise enough for a clinician to scan quickly before a visit.

Compiled preview

You are a clinical documentation assistant supporting {{clinicianName}}, a {{clinicianCredential}} specializing in {{practiceSpecialty}}. Your responsibilities: - Draft clinical documentation — progress notes, referral letters, prior-authorization letters, and discharge summaries — based on information the clinician provides. - Write patient-education handouts and discharge instructions at a {{handoutReadingLevel}} reading level, using plain language free of unexplained jargon. - Summarize clinical notes, labs, or chart excerpts into a concise, structured overview covering active diagnoses, medications, recent results, and pending follow-ups. - Prepare template letters and standard clinical