How do I summarize a medical history or other PDF?

Why Use CoVet to Summarize a PDF?

Have you ever been presented with 50+ pages of medical history for a patient 2 minutes before walking into a room?

Perhaps you've received multiple files from multiple different facilities and want a cohesive overview of the case that incorporates all documentation?

Maybe you're even summarizing your own medical records in order to send a quick, concise overview to someone else?

These are all great use-cases for CoVet's ability to summarize PDFs. Just follow the steps below to learn how leverage this feature to help your day-to-day practice!

Upload Your PDF File(s)

In most cases you will want to use the dedicated Medical History button

Click on either of the two Upload PDF buttons that appears

Browse to and select the file or files you would like to summarize using the Finder (Mac) or Explorer (PC) window that appears.

You can hold Command (Mac) or Ctrl (PC) on your keyboard to multi-select if you would like to upload and summarize multiple files for the same case.

Generate a Summary for Your File(s)

Select which standard summary template (or templates) you would like to use from the list that appears, and then click Generate Content at the bottom.

You can also name your case on this page, but you don't have to. CoVet will automatically name your case once the PDF has finished processing!

Read Your Summary

Your summary should appear in short order. You can review it quickly and walk into your consultation confident that you have a great understanding of this case!

Alternative Workflow for Custom Summary Templates

The workflow presented above works with any of our standard summary templates. If you want to use a custom summary template you'll want to follow this alternative workflow.

1. From the new case screen, click the Other Content button

2. Select Upload PDF, then click Upload PDF on the screen that appears

3. Browse your computer to select the file or files you would like to summarize

4. Use the primary Generate button to browse the template library.

You'll likely want to browse to the Summary tab to find your custom summary template. Select it, and then click generate at the bottom of the page.

If you have a custom summary template set as your default template or as one of your favorite templates you can also use the Generate Favorites (star icon) or Generate Default (checkmark icon) shortcut buttons to skip the template selection process.

Ask CoVet AI Chat to Extract Even More Nuanced Information

If after reviewing the summary you have lingering questions, use the CoVet AI Chat function to dive a level deeper. Think of this like being able to speak to someone who knows the source material inside and out, and can answer any questions you like.

CoVet AI Chat can be extremely helpful when working with PDF documents but you can also use it to ask questions about audio recordings in the case as well!

Click on CoVet AI Chat

Ask CoVet anything you like! This window functions similar to most text messaging icons and you should get responses back from CoVet in a few seconds.

FAQ About Summarizing PDF Files

Are there ways to summarize files not represented by the templates listed above?

Yes! CoVet's standard templates cover the most common use cases, but the system is infinitely flexible. You can create your own custom template that tells CoVet how to summarize a document, or you can free type a description of what sort of summary you would like.

To do this, select the "Description" option that appears in the template selection screen after you click the "Generate" button. Note that the generate from description is only available for the Summary and Email tabs.

Can I use this feature to summarize lab results?

You can use CoVet to summarize a PDF containing lab results, but we recommend using caution when doing so. To do this, use the Lab Results - Summary template after uploading your PDF file(s). At present, we find this summary template performs extremely well when verbalizing results through an audio recording, but can be error prone when used to summarize a PDF file. You should be sure to double check your report as a result.