◆ Acrobat · organize

Pre-Meeting Treatment Goals

We have a weekly care-team meeting and my client's goals have shifted; I must get everyone on the same page by [deadli…

1ready prompt
1real task
4roles

When to use it

real situations

AI prompts

1 way to ask · copy any one
CDecide — “help me choose”We have a weekly care-team meeting and my client's goals have shifted; I must get everyone on…+
We have a weekly care-team meeting and my client's goals have shifted; I must get everyone on the same page by [deadline=tomorrow morning]. I fear conflicting plans from the [roles=case manager and psychiatrist] will derail progress. Look at this client's current [notes=care notes] I attach, tell me the three sentences that capture the updated goals and the one-line instruction that directs each team member's immediate task.
when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid
  1. 1

    Open your PDF document in Adobe Acrobat (ensure you are signed in and have an active AI Assistant subscription if using AI features).

  2. 2

    If you want to extract highlights you made manually, use the Highlight tool or markup tools to mark the key points throughout your document.

  3. 3

    To use the AI Assistant, look for the AI Assistant option (usually accessible from the right sidebar or Tools menu) and open it.

    Best practiceIf you do not see the AI Assistant, check Preferences for a Generative AI section and ensure it is enabled.

  4. 4

    In the AI Assistant panel, type a prompt such as "Summarize the key points from this document" or "List the highlights from this PDF."

    Best practiceYou can ask the AI Assistant to focus on specific sections or topics by mentioning them in your prompt.

  5. 5

    Review the AI-generated summary or list of highlights that appears in the panel.

    NoteThe AI Assistant processes the visible document and generates a summary based on its content.

  6. 6

    To save or export the summary, use the copy function in the AI Assistant panel, then paste the content into a new document or note as needed.

    Best practiceFor sensitive documents, review Adobe's privacy and security settings to ensure compliance with your organization's policies.

  7. 7

    Alternatively, to extract only manually highlighted text, open the Comments pane, select the options menu (three dots or similar), and choose to export or copy highlighted text/comments.

    Best practiceExporting highlights is a reliable manual method if you want only your marked key points, not an AI-generated summary.

You can use either the AI Assistant for automatic summaries or export your manual highlights from the Comments pane for a custom list.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page
AI AssistantA tool in Acrobat that lets you ask questions about your PDF and get answers with source links.ExampleYou ask the AI Assistant, 'What are the main conclusions?' and it provides a summary with page numbers.
Source citationsNotes that show exactly where information came from in a document, so you can check it.
SummarizeTo make a shorter version of a document that still has all the main ideas.ExampleYou summarize a long meeting transcript to get the key discussion points quickly.

The real tasks

the one, listed here
I need to share treatment goals with the care team before tomorrow's meeting.

Who does this

4 roles
ResearcherStudentBusiness AnalystContent Reviewer

FAQ

about this task
  1. Open your PDF in Acrobat.
  2. Click the AI Assistant button.
  3. Choose 'Summarize a document'.
  4. AI Assistant will create an outline and key insights for you to review quickly.

The AI Assistant helps you understand and get information from PDFs faster. It can summarize documents or answer specific questions you have about the content. This saves time by quickly finding important details and giving you insights without reading everything yourself.

Yes, AI Assistant can definitely help. You would open the medical record PDF in Acrobat, then click the AI Assistant button. From there, you can choose 'Ask questions about a PDF' and type your question, such as 'What are the main treatment goals for this patient?' The AI Assistant will then give you answers directly from the document, often with links to where it found the information.

You should always check the source citations because AI Assistant is a tool to help you, not to make final decisions. While it summarizes and answers questions, complex choices still need a human. Checking the source links ensures that the information is accurate and directly from the document, giving you confidence in what you read and preventing mistakes in important matters.

FeaturePurposeOutput
Summarize a documentTo get a quick, general understanding of the whole document.An outline and key insights, with clickable links to parts of the document.
Ask questions about a PDFTo find specific answers to your particular questions within the document.Direct answers to your questions, with source citations showing where the information came from.

Sources

where this comes from
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