---
title: "Patient Summary - Day 1 Value "
url: "https://help.healthbridgeclinical.co.za/en/article/day-1-patient-summary"
language: "en"
last_updated: "2026-06-08T12:35:33.458Z"
---

# Patient Summary - Day 1 Value 

To solve the "Blank Screen Challenge", the Day 1 Patient Summary automatically aggregates claims and pathology records into a clinical overview. This reduces cognitive load by providing immediate patient insights at the first point of contact.

**Step 1: Patient Check-in** - The system automatically triggers and builds the summary as soon as a patient is **"checked -in"** for their appointment via the calendar(myMPS/Healthbridge NOVA) .

![](https://cdn-assets.productfruits.com/91fb6112-f715-4d5a-bdc6-b7fde91dcd80)

![](https://cdn-assets.productfruits.com/c264304c-7148-4790-aede-5e4921b1bc03)

**Step 2:** You are not locked into the initial AI-generated content. To refine the summary, click the **"Edit"** or **“Dictate Additional Notes”** button in the top right corner, which unlocks two methods for adding context:

-   **Dictation:** Click the microphone icon to speak your observations naturally. The system will process your audio and automatically insert a structured text version of your dictation into the field.
-   **Manual Editing:** You can directly type into the text field to correct errors, add manual edits, or supplement your dictation.

![](https://cdn-assets.productfruits.com/f94535a4-d9d7-4ee5-97ec-04f91d2ec6e1)

**Step 3:** Saving to the Patient's Record ,once you are satisfied with the summary, click **"Save to Timeline"**.This will permanently save the refined AI summary and any of your added or dictated notes to the patient's medical record.

![](https://cdn-assets.productfruits.com/7ef16c64-350c-49ee-8338-49bad0307c2e)

-   Note will also be saved to the Patient timeline.

![](https://cdn-assets.productfruits.com/0b8b6377-c0cd-44bb-850b-ec5716184814)

Watch a quick video here:

[Vimeo video](https://player.vimeo.com/video/1162542277)