Choose one of three approaches. The steps for that option appear below.
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You supply the facts. ChatGPT drafts; you check and decide.
Get materials ready
Draft table and questions
Check and order questions
Draft question sheet
Check sheet
Use: You
Symptom timeline, supplied medicine list, appointment purpose and your records for dates and medicine details.
Use: ChatGPT
Use supplied notes to draft symptom/start/duration/medicine table; correct wrong/missing rows in the same chat, retain unclear entries, and draft observations and priority questions.
What to paste into the tool
Task: Symptom/duration/medicine table with unclear entries marked. Columns: symptom, when it started, how long, what changes it, and medicines exactly as listed. Write "unclear" where the notes are unclear. Do not infer causes and do not add anything not written. Correct the table with these fixes: [patient lists them]. Change nothing else. Keep the same columns and keep unclear entries marked. Task: Concise observations and priority questions. A short summary of what the table says, then candidate questions for the clinician. Use only the table and the stated purpose. No diagnosis, no treatment suggestions, no interpretation. Do not resolve entries still to confirm.
Use: You
Check every date and medicine entry against your records; strike clinical-sounding wording and choose the final questions and order.
Check the draft contains no diagnosis or treatment suggestion. You check the dates and doses stay as supplied or marked unclear and the clinician makes medical decisions.
Use: ChatGPT
Use approved summary/questions only; draft one-page sheet with a blank clinician-answer field after each question.
What to paste into the tool
Task: Question sheet with blank clinician-answer fields. Put the summary at the top, then each question followed by a blank "clinician answer:" line. Add a footer saying the clinician decides diagnosis and treatment. Do not change the wording of the approved text.
Use: You
Check every date/dose stays supplied or unclear, compare the sheet against original notes.
The clinician makes medical decisions. Check the sheet contains no diagnosis or treatment suggestion and leaves diagnosis and treatment to the clinician.
You supply the facts. Claude drafts; you check and decide.
Get materials ready
Draft table and questions
Check facts and questions
Draft Word sheet
Check file, approve wording
Use: You
Symptom timeline, supplied medicine list, appointment purpose and the questions that matter most; keep uncertain points marked.
Check each line states only what you know or were told.
Use: Claude
Attach your notes; draft symptom/start/duration/medicine table and questions using only attached facts, with unclear entries marked as gaps.
What to paste into the tool
Task: From my attached notes only, build a symptom/duration/medicine table with columns: symptom, start, duration, better or worse, medicines exactly as written. Then draft a question list from my appointment purpose. If an entry does not fit, list it under "unclear" instead of guessing. Do not add, interpret or reword clinical content. Mark gaps as gaps; do not invent facts, dates or doses.
Use: You
Check against original notes; restore dropped facts, remove additions, and keep uncertain points uncertain.
Diagnosis and treatment stay with the clinician. You check the dates and doses stay as supplied or marked as gaps, make the final wording your own and leave medical decisions to the clinician.
Use: Claude
Use checked table and questions to draft downloadable Word document with a blank clinician-answer field after each question.
What to paste into the tool
Task: Downloadable question sheet with blank clinician-answer fields. Put the observations table first, then my questions, each followed by a blank "clinician answer:" line, and a footer saying the clinician decides diagnosis and treatment. Do not change my wording.
Use: You
Open the file, check dates/doses remain supplied or marked as gaps, edit into your own words and approve.
You check the sheet keeps the checked wording and leave diagnosis and treatment to the clinician.
You write source notes. Gemini Notebook drafts cited symptoms and questions. You choose the order and write the sheet.
Write source notes
Draft cited table
Check citations, save table
Draft candidate questions
Check and write sheet
Use: You
Have ready: symptoms, supplied medicines and appointment purpose. Write three separate plain-text notes, mark uncertainty and add them as notebook sources.
Use: Gemini Notebook
Use the three notes to draft symptom/start/duration/medicine table with a citation for each row.
What to paste into the tool
Task: Symptom/duration/medicine table with a citation per row. Use only these sources. Columns: symptom, start, duration, better or worse, medicines exactly as written. Write "not stated" for unclear entries and cite the note for every row. Do not infer causes.
Use: You
Open every citation, fix wrong entries, note unresolved questions and save the corrected table as a notebook note.
Use: Gemini Notebook
Use corrected table and appointment-purpose source to draft observations and candidate questions.
What to paste into the tool
Task: Observations summary and candidate questions grounded in the sources. Use only the corrected table note and the appointment purpose. No diagnosis and no treatment suggestions. If a question needs information not in the sources, mark it as mine to add. Do not resolve entries not stated.
Use: You
Save answers as notes; check supplied dates/doses or not-stated marks, strike diagnosis/treatment suggestions, choose question order and write blank clinician-answer fields.
Check the draft contains no diagnosis or treatment suggestion and the dates and doses stay as supplied or not stated.
Best when: You want one drafting partner while you decide every final line
What it does: ChatGPT drafts; you check and decide
Strong at: Drafts text and tables from supplied files
Limit: Diagnosis and treatment stay with the clinician
Free plan: Yes, limited (3 file uploads per day)
Best when: You want Claude drafting from your own notes; clinical facts stay yours
What it does: Claude drafts; you check and decide
Strong at: Drafts and edits documents from supplied text
Limit: Diagnosis and treatment stay with the clinician
Free plan: Yes, limited (5-hour and weekly windows)
Best when: You want each table row checkable against your own wording
What it does: AI drafts cited symptoms and questions; you write final sheet
Strong at: Keeps source passages beside cited answers
Limit: Diagnosis and treatment stay with the clinician
Free plan: Yes, limited (50 sources per notebook)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
Deciding between ChatGPT and Claude for this? See the comparison.
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Not medical advice: severe or urgent symptoms need appropriate immediate care rather than any of these paths.
Patient checks dates and medicine details without inferred causes.
Patient confirms no diagnosis or treatment recommendation was added.
Patient checks originals; the clinician decides diagnosis and treatment.
Dates and doses remain supplied or not stated.
Check the result against your original inputs. Approve it before sharing or acting.