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πŸͺ„ Document Summaries

Transform lengthy documents and handwritten notes into concise, professional summaries

Adam @ Manta avatar
Written by Adam @ Manta
Updated over 2 weeks ago

Upload PDFs, scanned records, or handwritten notes, and Manta pulls out the essential details in a structured, easy-to-review format.


πŸ“‹ What Are Document Summaries?

Smart Document Analysis: Manta reads uploaded documents (PDFs, scans, images) and extracts the most important clinical information into structured summaries.

Supported Document Types:

  • PDF Records: Digital veterinary records from other clinics

  • Scanned Documents: Paper records converted to digital format

  • Handwritten Notes: Written clinical notes and observations

  • Lab Reports: Diagnostic results and laboratory findings


πŸ” How to Generate Summaries

Upload and Analyze:

  1. Upload your document (PDF, image, or scan) to any patient case

  2. Click "Generate Summary" from the document options

  3. Review the extracted information organized into key sections

  4. Edit or add details as needed before saving to the case

What Gets Extracted:

  • Key physical exam findings and vital signs

  • Diagnoses and differential diagnoses

  • Treatments and medications administered

  • Follow-up recommendations and next steps


⚑ Try It Yourself (2 minutes)

  1. Upload a PDF or scan of existing veterinary records to a patient case

  2. Click "Generate Summary" and watch Manta analyze the document

  3. Review the structured output - all key findings, treatments, and recommendations extracted

  4. Save to case file for easy reference and continuity of care

Essential clinical information extracted and organized in seconds!


🎯 What Gets Summarized

Automatically Extracted:

  • Key Findings: Abnormal physical exam findings, vital signs, and clinical observations

  • Diagnoses: Primary and differential diagnoses from the visit

  • Treatments: Medications administered, procedures performed, and therapies initiated

  • Client Communication: Important discussions with pet owners and home care instructions

  • Follow-up Plan: Recheck appointments, monitoring recommendations, and next steps

  • Emergency Signs: Warning signs and symptoms requiring immediate attention

Smart Organization: Information is automatically structured into logical sections for quick review and decision-making.


🎯 When to Use Document Summaries

Perfect For:

  • Referral Records: Quickly extract key information from specialist or ER visits

  • Transfer Cases: Process records from other veterinary clinics

  • Handwritten Notes: Digitize and organize paper-based clinical notes

  • Lab Results: Extract and organize diagnostic findings from uploaded reports

  • Continuity of Care: Rapidly review previous treatments and recommendations

  • Record Integration: Add external records to your existing case files

Time Savers:

  • Multi-page records β†’ structured clinical summary

  • Handwritten notes β†’ digital, searchable format

  • External lab reports β†’ organized findings

  • Referral documents β†’ actionable information


πŸ’‘ Best Practices

For Best Results:

  • Upload clear, high-resolution scans when possible

  • Ensure handwritten notes are legible

  • Include complete documents rather than partial pages

  • Review extracted information for accuracy before saving

Document Organization:

  • Use consistent naming for uploaded documents

  • Add extraction date and source clinic information

  • Keep original documents attached to case for reference

  • Flag any discrepancies between original and summary


⚠️ Important Notes

Accuracy Considerations:

  • Document summaries are only as accurate as the source material

  • Always review extracted information against the original document

  • Handwritten notes may require additional review for accuracy

  • Consult original documents for complete clinical context

Clinical Responsibility:

  • Use summaries for quick reference and case continuity

  • Always consult complete records for comprehensive care decisions

  • Verify critical information against original source documents

  • Maintain professional judgment when reviewing extracted data


πŸ’‘ Need Help?

Document Summaries work with most veterinary record formats. For questions about upload requirements, accuracy concerns, or optimizing extractions, ask the Assistant or contact us through the Help Center or at [email protected]

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