Help Center · Templates

Medical Appointment

Category: Personal & Family

Doctor visit: reason, findings, medications, tests, home-care instructions, warning signs, follow-up.

When to use this template

Use it for any clinical appointment you want to remember and act on - primary-care visits, specialist consultations, urgent care, telehealth visits, dental or vision appointments. The structure is built for what you need at the end of the visit: what was decided, what to take or do, what to watch for, and when to come back. For other family conversations, see Family Meeting.

Fields captured

• Provider / specialty - name and specialty of the clinician seen.
• Reason for visit - why the appointment happened.
• Symptoms or concerns discussed - what was raised.
• Examination / findings - what the exam or test showed.
• Diagnosis / assessment - the working diagnosis or assessment.
• Medications or treatments - what was prescribed, including name, instructions, and purpose.
• Tests ordered - anything ordered for later.
• Home-care instructions - what to do at home.
• Warning signs - red-flag symptoms to watch for.
• Follow-up - what to do and when (the next appointment or trigger).
• Patient questions - questions the patient asked (and answers if given).
• Key takeaways - the AI's prioritized summary points.

The standard summary, attendees, and per-section summaries also apply.

Sub-views, role views, and artifacts

• Sub-views: none.
• Role views: none.
• Artifacts: Email draft (recipient, tone, optional subject hint).
• Study mode: not available.

Exports

PDF, DOCX, and Markdown render the visit in the canonical clinical order: reason → symptoms → exam → diagnosis → medications → tests → home care → warning signs → follow-up. Warning signs get a dedicated block so they don't get lost in a long export. Medications are listed with name, instructions, and purpose per item.

See also: All templates, Family Meeting.