Patient Education Explainer

Live Requires Basic plan or higher · Agent role

Industry: Medical — this app appears only on tenants provisioned for that vertical.

Plain-language explanations of conditions, meds, and follow-up care.

Workspace fields

These labels match the live EZ4Youtech workspace (sidebar provider + main panel):

• Topic (required) — text field in the workspace
• Clinical context (required) — textarea field in the workspace
• Reading level (required) — select field in the workspace

Primary action button: Generate summary

Workspace overview

Before you start

• Log in as a user on your company tenant (admins set up BYOK separately).
• Confirm your tenant admin has saved at least one AI provider key (OpenAI, Together, or Anyscale).
• Verify your plan includes Basic apps — disabled apps show the plan required to unlock them.

Step-by-step

1. Open the app — In the workspace sidebar, select Patient Education Explainer under Industry apps.
2. Choose your AI provider — In the sidebar, pick the BYOK provider your admin configured (OpenAI, Together, or Anyscale).
3. Optional file upload — Expand Optional file upload if you have a PDF or DOCX. Otherwise paste directly in Workspace.
4. Use run history — Under Run history, pick a prior run and click View run to restore inputs and output.
5. Complete additional inputs — In Workspace, fill Topic, Reading level before you run.
6. Enter Clinical context — In Workspace, add content to Clinical context (paste text or load from upload).
7. Run the app — Click Generate summary. Review the Result section and download if needed.
8. Review before client use — Confirm facts, dates, and compliance language. Do not paste full SSN or card numbers.

Example inputs

Paste similar data in the workspace — use only data you are allowed to process. Field names match the live product.

Topic

3BR suburban listing — open house 5/24

Product, property, service, or campaign focus.

Clinical context

Diagnosis label, med name, instructions from chart

Reading level

Standard

Simple for patient handouts; Clinical for chart notes.

Try these scenarios

Adapt these prompts to your client — do not paste payment card numbers, SSNs, or full IDs.

• Explain new blood pressure medication at grade-8 reading level.
• Post-procedure discharge instructions — when to call the clinic.

Expected result

Shape of the AI output in the Result panel — review before client use.

Example output (summary)

• Overview: 2–3 sentences on document type and parties
• Key terms: Coverage limits, dates, amounts you provided
• Risks / gaps: Exclusions or missing data called out explicitly
• Next steps: What a human should verify before client use

Tips

• Keep prompts specific: include dates, names, and constraints for better drafts.
• Do not paste full payment card or government ID numbers — use business-appropriate excerpts only.
• If the app is locked, ask your admin to upgrade the tenant plan or confirm BYOK setup.

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