Session Planner

The Session Planner helps you prepare for upcoming consultations by surfacing relevant patient context before the session begins.

Accessing the Planner

1. From the dashboard, click Session Planner in the sidebar
2. Select the date to view your schedule
3. Click on any appointment to see the preparation summary

What the Planner Shows

For each upcoming appointment, the Session Planner displays:

• Patient summary — key demographics and conditions
• Recent notes — highlights from the last 2–3 consultations
• Treatment plan status — current goals and progress
• Outstanding actions — follow-ups or referrals that are pending
• Suggested talking points — AI-generated topics based on the treatment plan

Using It Effectively

1. Review the planner before your first appointment of the day
2. Scan the suggested talking points for each patient
3. Note any outstanding actions that need follow-up
4. Enter the consultation prepared and focused

Customisation

You can configure the planner to show more or less detail:

• Compact view — patient name, last visit date, and key flags only
• Detailed view — full preparation summary with talking points
• Print view — generate a printable run sheet for the day