Pre-Visit Prompts

Abridge Lean Visit Prompts

The short set, for keeping a visit focused. Every prompt caps the answer, names the few things for today, and parks the rest with a date, so the main concern gets full attention and nothing is dropped.

For licensed cliniciansDrafted with AI assistanceNot formally reviewedUpdated Nov 10, 2026

Optional. Fills the highlighted blanks. No patient names. Nothing typed is saved or sent anywhere.

Start here

If you only use one prompt, use this one.

Lines for the room

Five sentences for setting the agenda together and closing clearly.

Opening
"What's the full list for today?" Then: "We can do two of these well. Which two matter most?"Get the whole list in the first minute, before starting on any of it.
Parking
"That one deserves its own visit so it gets real time. Let's book it before you leave."
Pulling back
"Let me make sure we finish the main thing first."
Closing
"Here's the plan." Say the plan, then stand up.You asked for the full list at the start, so the plan can be the last word.
Hand on the door
"Good thing to bring up. Is it urgent today? If not, it goes first next time."

The visit is done when

  1. The reason for the visit is handled.
  2. Anything on the "can't wait" list is handled or ordered.
  3. Everything else is on the park list in the note.
  4. The follow-up is booked.

Then stop. Parked is written down with a date. It is not dropped.

How this keeps it safe. Every prompt has a "can't wait" line for anything unsafe to leave for 4 weeks. Read that line every time. Everything else can go on the park list.

These prompts were drafted with AI assistance and have not had formal clinical review. They have not been tested across Abridge versions, and your organization's setup may differ. Abridge can miss scanned PDFs and some outside records. The lines for the room are common agenda-setting practice, not a tested script.

For licensed clinicians. Educational only. This is not medical advice and does not replace clinical judgment. Follow your organization's policies on AI tools and patient information.

Independent resource. Not affiliated with or endorsed by Abridge or Epic. Product names belong to their owners.

Need more detail for a hard case? Use the full prompt library.