AI

Overview

In the AI tab, you can interact with an intelligent assistant that helps you understand and work with your patient’s medical information.

This assistant is connected to the patient’s data.

It can use available medical history, visits, and documents to give you relevant answers.

You can use this section to:

  • Ask questions about the patient
  • Get quick explanations or insights based on patient data
  • Upload documents and ask questions about them
  • Continue a conversation in a chat format

The conversation works like a simple chat.

You type your question and the assistant responds in real time.

You also have the option to clear the conversation at any time and start fresh.

This feature is designed only for patient related medical guidance.

Only providers who have access to the patient can use this tab.

Access

Follow these steps to open the AI tab for a patient.

Steps

1. Go to EMR from the sidebar or Dashboard shortcut

2. Select a patient from the list and open the patient file

3. Navigate to the AI tab

The chat interface will load and you can start interacting with the assistant immediately

How to use the AI assistant

Open the AI tab

At the bottom of the screen, locate the message input box

Type your question or request related to the patient

For example, you can ask about symptoms, history, or uploaded documents

Click the Send button or press Enter

The assistant will respond in the chat area above

You will see your message on the right and the assistant response on the left

How to clear the conversation

Click the Clean Conversation button at the top right

A confirmation dialog appears. Click Clean to confirm

The chat will be cleared

This action only removes the conversation for you

It does not delete any patient data or uploaded documents

Fields (Field Descriptions)

Field / ControlDescription
Chat BoxInput field to type questions/requests for the AI assistant.
Send Button (▶)Sends the typed message to the AI assistant.
Conversation WindowDisplays chat history between provider and AI assistant.
Clean ConversationClears all chat history for the current session.

Behavior & Expected Outcome

  • The assistant responds immediately after you send a message
  • Responses are based on available patient data and uploaded documents
  • Clearing the conversation removes only the chat history for your session
  • Patient data is not affected by clearing the chat
  • Only providers with access to the patient can use this feature
  • The assistant focuses only on patient related medical topics

Common Errors + Fixes

IssueCauseFix
No response from assistantNetwork issue or temporary delayCheck your connection and try again
Message not sentInput field is empty or action not confirmedType your message and press Send or Enter
Conversation not clearedAction not confirmed or not triggeredClick Clean Conversation again
Response not relevantQuestion is unclear or too generalAsk a more specific question related to the patient