What takes time in your day? Choose a task to find a starting tool and a way to try it.
Documentation
Try a visit-note template with a made-up case before using patient records.
Start with: Heidi
Try it step by step — Draft a clinical noteClinical scribes structure the encounter into a visit note. Fathom can capture the conversation too; compare clinical formatting, omissions and correction time on the same fictional visit.
Compare the options →Research
Find the paper behind a recommendation and see what it actually supports.
Start with: OpenEvidence
Try it step by step — Check the evidenceA practical starting point for eligible clinicians asking clinical questions. Consensus searches general studies; Elicit supports screening and extraction. Read the cited papers.
Compare the options →Build & automate
Bring the history, goals and next steps together. Practice with Maya’s fictional case.
Start with: Codex
Try it step by step — Build a care mapGive the tool Maya’s fictional packet. Open the result and compare every factual statement with a source before adding new context.
Compare the options →Practice ops
Keep the decisions, who’s doing what and what needs follow-up.
Start with: Fathom
Choose a prompt — Summarize a meetingUse a meeting assistant for decisions, owners and action items. Fathom’s free account has recording and transcripts, with an incorporated BAA when HIPAA applies; check sharing and recording consent. Clinical-note review is a separate task.
Compare the options →Assistants
Make sense of a spreadsheet and spot missing or inconsistent entries.
Start with: Claude (personal / Team)
Try it step by step — Read a spreadsheetAsk a question about the file without writing a formula first. Check the answer against the rows it used.
Compare the options →Assistants
Work out what you can share and which agreements you need.
Start with: ChatGPT for Clinicians
Try it step by step — Check patient-data permissionsEligible US clinicians can sign a BAA for their individual workspace. OpenAI also lists a configured Codex path for eligible clinician accounts; Codex access, service scope and connected apps need separate checks.
Compare the options →Patient comms
Help a patient or client understand a plan without losing what matters.
Start with: Claude (personal / Team)
Choose a prompt — Explain in plain languageTry both on the same fictional explanation. Check factual accuracy, readability and tone with the intended audience.
Compare the options →Build & automate
Try a referral checklist, intake form or visit-prep tool with made-up information.
Start with: Codex
Try it step by step — Build a small toolHillary’s first choice: give Codex a brief for a referral checklist or visit-prep tool. Build with fictional inputs, inspect the output and test what happens when information is missing.
Compare the options →Build & automate
Tidy a spreadsheet or repeat a weekly admin task. Check a sample by hand first.
Start with: Codex
Choose a prompt — Automate a repeat taskAsk Codex to normalize a fictional CSV, flag missing fields and write a new output. Compare it with a hand-checked example before scheduling the task.
Compare the options →Assistants
Find a useful task for the tools your team already has.
Start with: Gemini in Workspace
Choose a prompt — Use your existing AI toolsAlready on Workspace? Your admin can accept its BAA, then review covered Gemini, Docs, Sheets, Forms and Apps Script features. Start with a structured intake or visit-prep workflow; check licensing and sharing.
Compare the options →