Sumi, your History Companion: A New Way to Review and Summarize Patient Histories

September 26, 2025

We’re excited to announce the launch of History Companion, Scribenote’s first Companion tool. This powerful new Companion is named Sumi, and she's happy to help you quickly review and summarize a patient’s medical history! Whether you're seeing a new patient or just need a quick refresher before an upcoming appointment, History Companion will streamline the process, making it easier than ever to access and understand key details from patient records including previous labs, referral letters, and imaging reports. Sumi is available free for a limited time for Scribenote Pro users.

What is Scribenote Companion?

Scribenote Companion is a new range of tools for Scribenote Pro users that are designed to act as an assistant helping Veterinarians complete tasks more efficiently. Sumi is the first Companion to launch in Beta, with more companions to follow shortly. The Companion interface will appear on the left side of your Scribenote web app once you have enabled Companion Beta in your account preferences.

After enabling Companion Beta, the Companion interface will appear on the left side of your Scribenote web app.

What is History Companion?

History Companion (Sumi) allows you to upload a patient’s medical records (PDFs, images, and documents) to generate concise summaries and retrieve important details. Sumi can then answer questions about the uploaded patient history.

History Companion is perfect for:

  1. Getting an overview of a new patient: Upload new patient documents and quickly understand their medical history without needing to comb through pages of records.
  2. Refresh of an existing patient: Before an appointment, you can revisit critical aspects of a patient’s history in an instant.

Note: History Companion is currently in Beta, meaning it’s still in it’s development phase and we need feedback from YOU to make it better! Read on to find out how to opt-in to Companion beta.

Sumi In Action

The more specific you are with your questions, the more targeted Sumi can get with answers. Here are a few things you can ask her:

“@sumi what meds is the patient currently on?"

@sumi is the patient up-to-date on their vaccines?”

@sumi List all ear infections and treatments used and timeline”

@sumi List all skin concerns and treatments and outcomes”

@sumi List any current medications for ears or skin”

@sumi List cytology results and date of testing”

You can even ask Sumi to create case summaries for referral cases like the following:

@sumi Create a 300 word case summary for a referral dermatology appointment detailing all ear and skin concerns and medications used for Percy in his lifetime chronologically.”

Why We Made History Companion

Scribenote created History Companion to help vets quickly navigate complex, lengthy patient histories that often overwhelm and limit clinical effectiveness. With limited time between appointments and medical records often exceeding 50 pages from multiple sources, vets struggle to synthesize the information they need to provide informed care. This challenge affects clinical accuracy, workflow efficiency, and ultimately, patient outcomes.

With clear, concise summaries, History Companion improves decision-making, streamlines collaboration, and reduces stress. Sumi can help minimize the risk of error, and improve the Veterinarian-Client relationship. At its core, History Companion empowers veterinarians. Vets feel more confident, less overwhelmed, and better equipped to focus on what matters most: the health and wellbeing of their patients.

Why Use History Companion?

We believe History Companion (Sumi) will be a game changer for your practice. We hope you find Sumi to be helpful, and look forward to hearing your feedback on how she can improve!

Stay tuned for the launch of the remaining Companions that we hope will continue to make patient care easier and more efficient.

Questions?

Our Help Docs have everything you need to get started, or visit our YouTube.

Enabling Companion Beta: To enable History Companion (Sumi) Scribenote Pro users can go to their account preferences and enable “Companion Beta” by clicking the toggle on.

Please note: History Companion is intended as a reference aid only. It should not be used to create diagnoses or make clinical recommendations.