Your first week · 6 of 6
Sending the patient home with something
A one-page summary the patient actually takes home. What is on it, where the numbers come from, and how to make it sound like you.
Patients forget most of a visit before they reach the car. The take-home summary is a single page, written in plain English, that they leave with.
What is on it
What happened, the trouble spots worth their attention, what you recommended, and how to look after it. Plus a tooth map showing where the problems are, which is the part patients actually look at.
It builds itself once the note exists. If you open it before it has been made, it generates then.
Where the numbers come from
This is the part that matters most, because a patient-facing document with an invented figure on it is a serious problem.
The tooth map and any costs are derived directly from the note and from the treatment plan you selected. They are read from what is already there, not written afresh. Mesio does not compose those numbers.
The prose is generated. The clinical marks and the money are not. Keeping those two apart is what makes the page safe to hand over. You can rewrite the wording freely without any risk of the figures drifting from the plan they came from.
Making it sound like you
Three ways, all with a live preview. Edit the fields, click into the page and type directly, or ask for a change in your own words, such as add a line about flossing, or translate this into Spanish.
Every version is kept, so experimenting costs nothing and you can always go back.
Getting it to the patient
Print it, save it as an image or a document, or file it straight into the patient's record on practice systems that support it. Your practice logo comes from your branding settings, so it goes home looking like it came from you rather than from software.