Fertility Advisor Summary Template

**CTA / Tasks** [insert tasks] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise write "None'.) **Doctor Preference** [doctor preference] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise write "None'.) **Desired Start Date / Timeline** [date range or timeline] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise write "None'.) **Patient Goal (Future-Focused)** [patient’s stated goal] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely. Write as a single line.) [what achieving this goal would mean personally] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [urgency or time sensitivity] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Patient’s Story (Narrative)** [summary of patient’s fertility journey in their own words] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [key frustrations, fears, or emotional experiences shared] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [relevant personal circumstances affecting their decision] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Reason They Believe Fertility May Be an Issue** [self-identified concern, diagnosis, test result, or lack of progress] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [details patient shared about any tests or opinions given elsewhere] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [level of certainty or confusion expressed by patient] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Basic Intake Data (Non-Clinical)** [BMI or height/weight reported by patient] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [tests or scans previously completed, as described by patient] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [dates/tests mentioned] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely. Do not add interpretation.) [where tests were performed] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Customised Pitch Used** [key angle used during the conversation] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [messaging that resonated strongly with the patient] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [patient reaction to the pitch] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Conversion Readiness** [likelihood to proceed] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [decision makers involved and their alignment] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [obstacles or concerns that may affect decision] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Next Step** [recommended next action] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [patient’s stated timeline for making a decision] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [preferred follow-up method] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) [specific date or timeframe for follow-up] (Only include if explicitly mentioned in the transcript, contextual notes or clinical note; otherwise omit completely.) **Closing Statement** If you require any further information or clarification, please do not hesitate to contact us. (For each section, only include if explicitly mentioned in the transcript or context; otherwise omit the section entirely. Never invent patient details, assessment, plan, interventions, evaluation, or next steps. Use only the transcript, contextual notes, or clinical note as reference. If information related to a placeholder is not explicitly mentioned, do not state this in the output; simply omit the placeholder or section entirely. Use as many lines or paragraphs as needed to capture all relevant information.)