Module 2
intermediate

Clinical Note Writing with AI

Learn to effectively use AI for drafting H&Ps, progress notes, treatment summaries, and other clinical documentation.

45-60 min6 sections
Learning Objectives
  • Structure effective prompts for clinical documentation
  • Generate draft clinical notes efficiently
  • Establish a verification workflow
  • Adapt AI outputs to institutional templates
text
AI-Assisted Documentation

Clinical documentation is one of the most time-consuming aspects of medical practice. AI can help reduce documentation burden while maintaining quality—when used correctly.

The Role of AI in Documentation:

AI is best used as a drafting assistant, not an autonomous documentation system. The workflow is:

  • You provide context (scenario, template, requirements)
  • AI generates a draft
  • You review, verify, and edit
  • You finalize with patient-specific accuracy

Benefits:

  • Faster first drafts
  • Consistent structure and formatting
  • Reduced cognitive load on routine documentation
  • More time for complex clinical reasoning

Risks to Mitigate:

  • Over-reliance leading to errors
  • Propagating AI-generated inaccuracies
  • Privacy violations if PHI is included in prompts
text
Structuring Effective Prompts

The quality of AI output depends heavily on prompt quality. Follow this structure for clinical documentation:

The CRAFT Framework:

C - Context: Set the scene

  • "You are helping a radiation oncologist draft clinical documentation."
  • "This is for a [type of note] in [setting]."

R - Role & Requirements: Specify what you need

  • "Generate a treatment summary following this template..."
  • "The note should include: [specific sections]"

A - Audience: Who will read this?

  • "This will be sent to the referring physician."
  • "This is for the patient's permanent medical record."

F - Format: Structure and style

  • "Use bullet points for the assessment."
  • "Keep it concise, under 500 words."
  • "Follow standard SOAP format."

T - Task: The specific request

  • "Draft a note for a patient who completed..."
  • "Summarize the following treatment course..."

Example Prompt:

Context: You are assisting a radiation oncologist with documentation.

Task: Draft a brief end-of-treatment summary for documentation purposes.

Scenario: A 62-year-old male completed definitive chemoradiation for Stage IIIA NSCLC. Treatment: 60 Gy in 30 fractions via IMRT with concurrent weekly carboplatin/paclitaxel. Treatment was completed without breaks. He experienced Grade 2 esophagitis managed with viscous lidocaine and Grade 1 fatigue.

Format: Use standard summary format with sections for Diagnosis, Treatment Delivered, Tolerance, and Follow-up Plan. Keep it concise.
example
Example: Treatment Summary

Prompt Used:

"Draft an end-of-treatment summary for: 58-year-old female who completed adjuvant whole breast radiation following lumpectomy for T1N0 ER+/PR+/HER2- invasive ductal carcinoma. Treatment: 40 Gy in 15 fractions to whole breast via IMRT, followed by 10 Gy boost in 4 fractions to lumpectomy cavity. Completed without treatment breaks. Mild Grade 1 skin erythema in inframammary fold at completion. She will continue on adjuvant anastrozole."

AI-Generated Draft:

RADIATION ONCOLOGY END-OF-TREATMENT SUMMARY

Patient: [Name]

Date of Completion: [Date]

Diagnosis:

T1N0 ER+/PR+/HER2- invasive ductal carcinoma of the left breast, status post lumpectomy

Treatment Delivered:

The patient completed adjuvant whole breast radiation therapy as follows:

  • Whole breast: 40 Gy in 15 fractions via IMRT
  • Lumpectomy cavity boost: 10 Gy in 4 fractions
  • Total dose to tumor bed: 50 Gy
  • Treatment completed without unplanned breaks

Treatment Tolerance:

Treatment was well tolerated. At completion, the patient exhibited Grade 1 skin erythema localized to the inframammary fold, expected to resolve within 2-4 weeks with supportive care.

Current Medications:

Anastrozole 1 mg daily (adjuvant endocrine therapy, ongoing)

Follow-up Plan:

  • Radiation oncology follow-up in 4-6 weeks to assess skin healing
  • Continue care with medical oncology for endocrine therapy monitoring
  • Annual mammography per guidelines

Review Notes:

The physician would then:

  • Add actual patient name and dates
  • Verify the staging matches records
  • Confirm dose/fractionation from treatment records
  • Add any patient-specific details or concerns
  • Adjust follow-up plan to institutional practice
tip
Verification Workflow

Every AI-generated note requires verification before use.

Verification Checklist:

Doses and fractionation - Confirm against treatment records
Staging and diagnosis - Match to pathology and imaging reports
Dates - Verify treatment start, end, and any breaks
Toxicity grading - Ensure accurate CTCAE grades
Medications - Confirm current medication list
Follow-up plans - Align with institutional protocols
No PHI in prompt - Confirm you didn't include identifiers
Clinical accuracy - Does this reflect what actually happened?

Common AI Errors in Clinical Notes:

  • Inventing specific dates or timeframes
  • Adding plausible-sounding but incorrect details
  • Using different toxicity grading than intended
  • Including standard recommendations that don't apply to this patient
  • Formatting that doesn't match your EMR template

Time-Saving Tip:

Create verified base templates for common scenarios. Use AI to adapt these templates rather than generating from scratch each time. This reduces the verification burden.

exercise
Exercise: Improving a Prompt

Original Prompt:

"Write a note for a prostate cancer patient who finished radiation."

This prompt is too vague. Let's improve it using the CRAFT framework.

Improved Prompt:

Context: You are helping a radiation oncologist draft an end-of-treatment summary for the medical record.

Task: Create a treatment completion summary for a prostate cancer patient.

Scenario:
- 68-year-old male
- Diagnosis: Intermediate-risk prostate adenocarcinoma (Gleason 3+4=7, PSA 12, T2b)
- Treatment: Definitive IMRT, 78 Gy in 39 fractions to prostate and proximal seminal vesicles
- Concurrent ADT: Lupron, started 2 months prior, planned for total 6 months
- Tolerance: Grade 1 urinary frequency, no GI toxicity
- Completed without breaks

Format:
- Standard summary with sections: Diagnosis, Treatment, Tolerance, Recommendations
- Concise, suitable for EMR documentation
- Professional medical terminology

Why This Works Better:

  • Provides specific clinical details
  • Specifies the exact treatment parameters
  • Includes toxicity information with grading
  • Requests specific format and sections
  • Sets appropriate tone (professional, for medical record)

Try It: Practice rewriting vague prompts into structured ones using the CRAFT framework.

text
Module Summary

Key Takeaways:

  • Use the CRAFT framework for structured, effective prompts: Context, Role/Requirements, Audience, Format, Task.
  • AI generates drafts, not final notes. Always verify against source records.
  • Create reusable templates for common note types to reduce verification burden.
  • Establish a verification checklist and use it consistently.
  • Never include PHI in prompts. Use fictional scenarios or de-identified placeholders.

Practical Application:

Start with low-stakes documents (patient education materials, template structures) before using AI for clinical documentation. Build your verification habits on simple tasks first.

Next Module: Patient Communication - Learn to create patient-friendly materials explaining radiation therapy.