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Patient Summary Emails with PostureScribe.AI

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How to Send Patient Summaries as an Outgoing Email

This article explains how to complete a patient’s assessments and history, review and approve the AI-generated patient summary, and automatically send the finalized report and posture analysis to the patient by email. It also helps ensure the note is compliant, detailed, and properly delivered to the EHR, Google Drive, and the patient’s inbox.

Video Tutorial Link: https://youtu.be/vrRhmSSY-Ms

Generate and Send Patient Summary Emails with PostureScreen AI Scribe

Key Steps

1. Complete the patient’s assessments and history 0:55

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  • Finish all required assessments and history for the new patient.
  • Confirm that the narrative report is populated with the patient’s data.
  • Verify that the AI scribe has captured the clinical details from the visit.

2. Review the generated patient summary before signing 1:09

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  • Open the patient summary and carefully proofread it.
  • Check that the note is accurate, complete, and clinically appropriate.
  • Make any needed corrections before finalizing.
  • Once everything looks correct, sign off on the patient summary.

3. Confirm the finalized report is sent to connected systems 1:19

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  • After signing, confirm the finalized report is pushed to the connected EHR if direct integration is enabled.
  • Verify that the report is also saved to Google Drive.
  • Confirm the output is available as both a text file and a PDF.

4. Send the posture analysis email to the patient 1:34

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  • Open the patient’s posture exam or posture photo workflow.
  • Select the option to email the posture analysis.
  • Review the email template that is automatically generated.
  • Ensure the email includes the patient’s examination summary and the posture screen report attachment.

5. Verify the outgoing email was delivered correctly 2:05

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  • Check the email account to confirm the message was sent.
  • Verify the patient received a summary of the examination.
  • Confirm the posture analysis/report attachment is included.
  • Use this step to ensure the outgoing email matches the signed patient report.

6. Understand report combination options and support resources 2:21

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  • Note that multiple reports can be combined if needed.
  • Treat this as an advanced workflow for a separate training process.
  • For questions or troubleshooting, contact support@posturescreen.com.

Cautionary Notes

  • Do not sign off on the patient summary until it has been fully reviewed for accuracy.
  • Once signed, the report becomes the finalized version and is used for outgoing delivery.
  • Ensure the patient’s email address and connected integrations are correct before sending.
  • If the EHR integration is not enabled, confirm where the finalized report is stored manually.
  • Be careful not to confuse the posture analysis email with other report types or workflows.

Tips for Efficiency

  • Complete all assessments and history in one session so the AI scribe can generate a fuller note.
  • Use the AI-generated narrative to reduce manual documentation time.
  • Proofread the summary immediately before signing to avoid rework.
  • Use the automatic email template to save time when sending posture analysis results.
  • Check the sent email once to confirm the workflow is functioning correctly, then repeat the same process for future patients.
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