Consultation summary quality check(30 seconds)
This is a fast check you can use before any client message or summary is sent. It helps catch diagnosis, outcome statements, added advice, and tone drift.
The 6 checks
✓ 1) Does it match what was actually discussed?
✓ 2) No diagnosis or condition labels?
✓ 3) No outcomes, timelines, or certainty?
✓ 4) No causes suggested?
✓ 5) Does the tone sound like a clinic, not marketing?
✓ 6) Is there a clear next step only if it was mentioned?
If any check fails
Delete the sentence or rewrite it more neutrally. If the information was not discussed, it does not belong in the summary.
Want the full workflow and structure, not just a checklist?
The free starter gives the exact structure, notes template, and this quality check in one flow. The full system expands it across aftercare, follow-ups, and rebooking.
Built for qualified professionals • Calm tone • Clinic-safe boundaries
New UK compliance update: Download the free compliance checklist →