Overview

Chartnote Copilot is an advanced AI-powered tool designed to assist healthcare professionals with various aspects of medical documentation, communication, and clinical workflows. Similar to ChatGPT in terms of its natural language processing capabilities, Chartnote Copilot stands out by operating in a secure, HIPAA-compliant environment, ensuring that all patient information remains confidential and protected in accordance with healthcare regulations. While ChatGPT excels at general knowledge tasks, it is not designed for secure medical applications. Chartnote Copilot, on the other hand, is specifically tailored for the healthcare industry, streamlining tasks like generating professional correspondence, charting, patient education, and clinical reference, all while prioritizing data security and compliance with healthcare standards.

General Tips for Effective Prompting

1. Be clear and specific: Clearly state your task or request at the beginning.

   • Example: Instead of asking, “Write a letter,” provide specific details such as, “Write a letter appealing the denial of continuous glucose monitor coverage for my patient with Type 1 diabetes.”

2. Use examples: When possible, provide examples of desired outputs or formats.

   • Example: “Here is a similar letter I’ve written for a denial appeal. Please follow this format but adjust for the current case of Mounjaro denial.”

3. Encourage reasoning: For complex tasks, ask Copilot to “think step-by-step” or “explain reasoning.”

   • Example: “Create a step-by-step clinical workflow for managing patients with uncontrolled hypertension.”

4. Iterative refinement: If the first response isn’t perfect, ask for adjustments.

   • Example: “That’s a good start, but can you make the tone more formal and include specific data from the patient’s last lab results?”

5. Leverage Copilot’s knowledge: Ask for additional information or background knowledge when needed.

   • Example: “Can you provide guidelines for pneumococcal vaccination in adults over 65 based on CDC recommendations?”

Task-Specific Tips and Examples

Professional Correspondence

Insurance Letters

• Prompt: “Write a letter of medical necessity for shower bars for a 75-year-old female with dementia, frequent falls, gait imbalance, and anxiety.”
• Why it works: The prompt is specific, providing the patient's details and medical conditions, ensuring a targeted response.

Denial Appeals

• Prompt: “Write a letter to appeal the denial of Mounjaro for a 45-year-old patient with Type 1 diabetes. Her A1C improved from 7.5 to 6.0 with the medication. Include details of lifestyle changes and failed prior treatments.”
• Why it works: The prompt includes relevant medical history and patient progress, making the appeal more compelling.

Patient Letters

• Prompt: “Write a letter to a patient explaining that they have been diagnosed with untreated melanoma. Advise them of the risks of leaving it untreated and explain treatment options.”
• Why it works: The prompt is empathetic, educational, and ensures that the patient is aware of the seriousness of the diagnosis.

Charting

Progress Notes

• Prompt: “Create a full note template for family medicine, focusing on hypertension. Include HPI, Objective findings, Assessment, and Plan.”
• Why it works: By specifying the specialty (family medicine) and condition (hypertension), Copilot can generate a relevant note template that saves time.

SOAP Notes

• Prompt: “Create a SOAP note for a patient with an ACL tear, including subjective complaints of knee pain, objective exam findings, and an initial plan for physical therapy.”
• Why it works: The structured format ensures Copilot delivers a well-organized and comprehensive note.

Procedure Notes

• Prompt: “Write a post-op note for a cataract surgery patient with uncomplicated recovery. Vision 20/25, intraocular pressure 15.”
• Why it works: The specific post-op details allow for a clear and concise note that meets clinical documentation standards.

Patient Education

Pre/Post-Procedure Instructions

• Prompt: “Write a patient-friendly guide on what to expect during a PET scan, including preparation and post-procedure care instructions.”
• Why it works: The prompt encourages Copilot to generate content that is both informative and easy to understand for patients.

Diagnosis Education

• Prompt: “Create a patient handout explaining anxiety to a teenager. Focus on self-identifying negative thought patterns and coping mechanisms.”
• Why it works: By specifying the audience (a teenager) and the content (coping with anxiety), Copilot can generate an age-appropriate and effective handout.

Treatment Instructions

• Prompt: “Write a simple explanation of the risks of long-term NSAID use for a patient with minimal medical literacy.”
• Why it works: By acknowledging the patient’s limited understanding of medical terms, Copilot can generate an accessible and clear explanation.

Clinical Reference

Case-Based Learning

• Prompt: “Design a case study of a patient requiring continuous inhalation therapy, including medication orders for albuterol and ipratropium.”
• Why it works: The prompt sets clear expectations for Copilot to develop a case study that’s relevant to respiratory care.

Guidelines

• Prompt: “Summarize the CDC recommendations for pneumococcal vaccines in unvaccinated adults over 65.”
• Why it works: Copilot can pull from clinical guidelines to offer a precise summary of vaccination protocols.

Examples of Well-Structured Prompts

1. Progress Note Template
   Prompt: “Write a family medicine note template focusing on hypertension, including sections for HPI, Physical Exam, Assessment, and Plan. Emphasize lifestyle changes in the plan.”
   Why it works: This is specific to the type of practice and condition, ensuring a well-targeted template.

2. Denial Appeal
   Prompt: “Write a letter to appeal the denial of an MRI for a patient with chronic back pain, specifying that previous conservative treatments have failed and imaging is necessary to rule out spinal stenosis.”
   Why it works: The prompt includes medical justification and prior treatment history, making the appeal stronger.

3. Patient Education
   Prompt: “Explain to a patient with elevated LDL cholesterol how to lower it with lifestyle changes, and mention that their other labs are normal.”
   Why it works: The focus on lifestyle changes provides practical advice while addressing lab results clearly.

4. Clinical Guidelines
   Prompt: “What are the latest recommendations for hyperkalemia management? Include both emergency and long-term treatment options.”
   Why it works: The prompt ensures Copilot retrieves the most up-to-date and relevant clinical guidelines.

By following these guidelines and providing clear, structured prompts, healthcare professionals can maximize the efficiency and accuracy of Chartnote Copilot in their daily practice.