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Insights automatically generates an AI Appointment Summary at the top of each chart note section, so you can review a patient’s history without opening every prior note.

Where to find them

Open a patient’s chart note. At the top of each section, you’ll see a Previous Appointment Summary generated from the patient’s earlier encounters. AI-generated Previous Appointment Summary at the top of a chart note section

What they include

  • A concise, section-specific recap drawn from all previous patient encounters.
  • Context relevant to the current section, so each summary reflects what was documented before.
Smart Tip: Skim the summary before you start documenting so today’s note builds on the patient’s history.