Smarter Week

How to automate it

How to automate “review the chart before visits”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, every day
40%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Use the EHR's AI chart summary before the visit

Several EHRs and ambient tools can now summarize the chart, recent results and outside records into a short pre-visit brief, so you spend less time clicking through tabs.

Typically saves about 30% of the time15 min to set up
  1. 1Ask clinical informatics which AI summary features are available in your EHR or ambient tool.
  2. 2Try it on your next clinic day for each patient.
  3. 3Check key facts against the source before acting.
  4. 4Only use tools your organization has approved and covered by a HIPAA business associate agreement (BAA) for anything with patient information.

Tools: Epic Art (AI chart summaries) · Oracle Health Clinical AI Agent · Microsoft Dragon Copilot · Abridge

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Physician / clinician

HourLeak · the 8-minute work audit

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Other common tasks for Physicians / clinicians