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OFFCALL WORKSHOP

Slides and prompts
from the talk.

Slides and prompt cards from Hillary Lin, MD’s Offcall talk, plus a patient handout and setup checklist.

Cover of Hillary Lin’s talk: Agents do the work. I make the decisions.The workshop slides19 slides · PDF · 6.3 MB

FOR YOUR PRACTICE

The prompts from the talk.

From slide 6, expanded for use. Replace the brackets and review the result.

01Challenge your recommendation“What’s the strongest evidence against what I’m about to recommend?”

What’s the strongest evidence against what I’m about to recommend? Proposed plan and context: [use a made-up case, or your practice-approved workspace for patient information]. Show the best evidence against this choice, other options to consider, and missing facts that could change the decision. Use primary studies and relevant guidelines, with direct links and dates. Distinguish case facts from assumptions. Say when you cannot verify a claim or source. Return questions and evidence for clinician review. Do not treat a possible diagnosis as established, change the plan, or take action.

02Track guideline changes“What changed in the guidelines on [topic] since 2024? Link the primary sources.”

What changed in the guidelines on [topic] since [year, e.g., 2024]? Link the primary sources. For each change, name the guideline, issuing organization, publication date, and earlier recommendation it replaces. Separate guidelines from individual studies. Explain where recommendations disagree and what remains uncertain. Open and verify the sources. If you cannot check the current version, say so. Do not invent citations. End with what I should read before changing practice.

03Draft a Living Care Map“Rewrite this plan so my patient understands it in one read.”

Rewrite this clinician-approved plan so my patient understands it in one read. Use four sections: 1. Where you stand: findings stated in the plan. 2. Working on now: at most three priorities, next steps, and timing. 3. Waiting on: pending items, who follows up, and when. 4. Parked, on purpose: what we chose to defer and any review trigger stated in the plan. Use only the plan provided. Do not add diagnoses, doses, tests, treatments, dates, or promises. Flag missing or conflicting details. Keep it easy to read on a phone. Return a draft for clinician review; do not send it. Plan: [use a made-up example, or enter patient information only in your practice-approved workspace].

FOR YOUR PATIENTS

Help patients ask
better questions.

From slide 6. Copy one or download all three.

01Understand your results“Explain my results in plain language. Which could change a decision?”

Explain these example results in plain language. Which could change a decision? Example: [use made-up results or a general question; do not paste private health records]. Separate what each result shows from what it cannot tell us. Explain which results might matter for a decision and why, without assuming what applies to me. Say what context is missing. Link reliable sources and flag anything you cannot verify. Give me questions for my clinician. Do not diagnose me or suggest starting, stopping, or changing treatment.

02Questions for your doctor“What should I ask my doctor, and what would each answer change?”

What should I ask my doctor, and what would each answer change? Visit topic: [describe a general concern without names or personal details]. Ask what I most want to understand. Then give me a short agenda: must discuss, should discuss, and if there is time. For each question, explain how the answer could affect what we discuss or decide. Separate what I have noticed from possible explanations. Do not diagnose me or suggest treatment changes. Keep it to one page that I can bring to the visit.

03Check what’s missing“What don’t you know about me that could change your answer?”

What don’t you know about me that could change your answer? Health answer to review: [paste a general claim or example without personal information]. List the missing context that could change this answer. Explain why each detail matters and which assumptions you made. Do not guess my history or treat missing information as normal. Flag claims or sources you cannot verify. Give me the most useful questions to discuss with my clinician. Do not turn this into a diagnosis or treatment plan.

BEFORE YOU START

Check the setup
before you start.

Check the product, features, and settings as part of your practice’s risk assessment.

HHS privacy guidance
  1. 01

    Use public or made-up data

    Start with a paper review or an admin draft. Test the whole task before adding patient data or connecting an inbox.

  2. 02

    Check privacy before adding patient data

    Confirm your practice’s approval, signed business associate agreement (BAA), covered features, access, and retention settings. Removing a name alone does not make a record anonymous.

  3. 03

    Name the reviewer

    Decide who checks the result and completes the next step. Keep messages, clinical decisions, orders, and payments under your practice’s approval rules.

  4. 04

    Open the sources

    Compare the answer with the original source. Check missing facts, numbers, and dates. Ask the tool to flag gaps instead of filling them in.

  5. 05

    Count the review time, too

    Track drafting, corrections, and follow-up. Compare the total with doing the task yourself.

LINKS FROM THE TALK

Find the tools
we covered.

REASON & DRAFT

ChatGPT for Clinicians

For research and drafts. Free for eligible US clinicians, with an individual BAA available. Before entering patient data, sign the BAA and check which features it covers.

Check eligibility and setup

PATIENT VISIT PREP

My Doctor Friend

The patient-facing app shown in the talk, for understanding records and preparing questions for a visit.

mydoctorfriend.ai/r/linHillary may receive compensation for paid purchases through this link, at no added cost to you.

DOCUMENT & COORDINATE CARE

Ultralight

For notes, messages, orders, results, and follow-up. Ask vendors to demonstrate a full task from your practice. Ultralight was the workshop sponsor’s example.

See UltralightHillary is an advisor to Ultralight.

YOUR FIRST WEEK

Test one workflow
for a week.

  1. Day 1Choose a task and reviewer. Define a good result, then time yourself doing the task without AI.
  2. Days 2–5Try it with AI. Track mistakes, corrections, and total time, including review.
  3. Day 7Compare the results and time. Keep, change, or stop the workflow before adding another task.