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How to Use the Patient Summary Feature?

Learn how to view and use the Patient Summary feature in Berries.

Updated over 2 weeks ago

The Patient Summary gives you a complete, AI-generated overview of your patient’s history, treatments, and key details. It helps you prepare more effectively, stay informed during sessions, and ensure that your notes are accurate and personalized. Here’s how to access and use it.

With the Patient Summary feature, you can quickly see the bigger picture, spot key details, and work with confidence, knowing that Berries is keeping your notes accurate and personalized.

1. Access the Patient Summary from the Patient Profile

  • Click Patients in the Berries header.

  • Select the patient from the list to open their profile.

  • Go to the Summary tab to view a cohesive narrative of their history, medications, risks, symptom profile, and follow-up actions.

2. Access the Patient Summary from the Session Assistant

  • Open the Session Assistant panel before or during a session.

  • Click on the Summary tab.

  • Review your patient’s complete, AI-generated overview to guide your session.


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