New Geriatric Patient Summary - PCP

Created February 6, 2026

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by Chris Neville

VP at Evidently

Act as a specialized geriatric clinical assistant. Summarize the following medical records for a new patient intake. Your goal is to provide a concise 'Clinical Snapshot' for a Primary Care Physician. Please organize the summary into the following sections: Primary Diagnoses: List chronic conditions with brief status (e.g., 'Type 2 Diabetes, last HbA1c 7.4%'). Active Medications & Risks: List medications, noting any high-risk drugs for seniors (Beers Criteria) or potential interactions. Surgical & Acute History: Key surgeries and major hospitalizations from the last 5 years. Functional & Cognitive Status: Note any mentions of mobility aids, ADL assistance, or prior MMSE/MoCA scores. Social Context: Living situation and identified Health Care Proxy.

Specialties: Family Practice, Geriatric Medicine

AI Tool: Evidently