Clinical documentation can take time at the end of a full day. SummaryDocs helps turn the clinical information your practice has enabled, such as clinical notes, patient history and prior documentation, into a draft SOAP note. Your clinician reviews it, edits it as needed and approves it before it becomes part of the record.
Patient referred by general dentist for evaluation of a lower molar. Reports sensitivity to cold over the past two weeks.
Clinical and radiographic findings as recorded by the clinician during the visit.
Assessment as determined by the treating clinician.
Plan as discussed with the patient and documented by the clinician.
Conceptual view with demo data. Copperleaf Endodontics is a sample practice.
Notes are part of every visit, and they take care to get right.
Notes can pile up when the schedule is full.
Relevant clinical information may already be available to the practice when the draft is prepared.
Structured notes are easier to read when they follow the same format.
Three steps, with your clinician in control at every one.
SummaryDocs uses the clinical information your practice has enabled to prepare a draft in SOAP format: Subjective, Objective, Assessment and Plan.
The clinician reads the draft, checks it against what happened, and edits anything that needs changing.
Nothing is relied on, signed or added to the record until a qualified clinician approves it.
Every SummaryDocs note moves from draft to approved only through a qualified clinician.
Demo practice · sample data · conceptual view
SummaryDocs is an assistive drafting tool. It doesn’t diagnose, treat or make clinical decisions; those stay with your clinicians. Its role is to provide a structured draft for the clinician to review, edit and approve.
Subjective, Objective, Assessment and Plan, in a consistent structure.
Drafts draw on the clinical notes, patient history and prior documentation your practice has enabled.
Every draft is reviewed, edited as needed and approved by a qualified clinician.
SummaryDocs doesn’t diagnose, treat or make clinical decisions.
Included in SendVyte Specialty.
SendVyte is HIPAA compliant, and a BAA is included with every plan.
SummaryDocs works with protected health information your practice authorizes, inside SendVyte. SendVyte is HIPAA compliant — BAA included, and your practice decides whether SummaryDocs fits its clinical workflow.
SummaryDocs is one of the modules included in SendVyte Specialty, alongside the AI Receptionist, Dentist Referral Marketing, patient texting and more. See all features.
We’ll show a sample SummaryDocs draft and walk through the clinician review and approval concept using demo data.