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The Patient Brief gives you a quick, readable summary of everything you need to know about a patient before you see them. Instead of clicking through multiple tabs to piece together a picture, you get a single paragraph that highlights the most clinically relevant details. All clinic staff can view patient briefs.

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Where to find it

The Patient Brief appears as a card in two locations:
  • Patient profile page — visible whenever you open a patient’s record
  • Appointment detail page — available when reviewing an upcoming appointment
Generate a patient brief for each patient on your schedule before the day starts. It takes about 15 seconds and gives you a heads-up on allergies, medications, and outstanding balances.

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What the brief includes

The AI pulls from the patient’s full record to assemble a summary covering:
Known allergies are listed prominently. For clinically significant allergies, the brief includes actionable notes — for example, if a patient has a penicillin allergy, the brief flags clindamycin as the recommended alternative.
Active medications are listed with flags for drugs that impact dental treatment. This includes anticoagulants (bleeding risk during procedures), bisphosphonates (osteonecrosis risk), steroids (healing and infection concerns), and calcium channel blockers (gingival overgrowth).
Conditions relevant to dental care are highlighted: diabetes (healing concerns), cardiac issues (antibiotic prophylaxis considerations), bleeding disorders, and others that affect your treatment decisions.
When the patient was last seen and what was done during that visit, giving you continuity context without digging through past notes.
Any proposed treatment plans that the patient hasn’t started yet, so you can follow up during the appointment.
The patient’s current balance, so you or your front desk can address it before or after the appointment if needed.

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Format

The brief is a single readable paragraph — not a table, not a bulleted list, not a data dump. It reads like a colleague giving you a quick verbal handoff before the patient walks in.
The brief only includes information that exists in the patient’s record. If no allergies are documented, the brief won’t mention allergies. This is a summary of what’s known, not a clinical assessment.

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Caching and refresh

Unlike the clinic-wide Ruby Insights, the Patient Brief caches briefly in your own browser (around 15 minutes) rather than being shared across the clinic. If you open the same patient’s brief within that window, you’ll see the cached version instantly without using a generation. If the patient’s record has been updated since the brief was generated — for example, you’ve added a new medication or created a treatment plan — use the refresh button to regenerate the brief with current data. Refreshing does count as a new generation.
Each generation counts toward your 15 per day rate limit, shared across all Ruby features. Routine page loads don’t count — only an explicit Refresh or Generate does, and cached briefs do not consume a generation.

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Practical workflows

Morning prep

Open each patient on today’s schedule and generate their brief. With caching, you can revisit them throughout the morning without extra generations.

Walk-in patients

For unscheduled patients, generate a brief from their profile page while they’re in the waiting room.

Treatment planning

Before proposing a new treatment plan, review the brief to check for medications or conditions that affect your approach.

Front desk use

Receptionists can view patient briefs to flag outstanding balances or pending plans during check-in.