Help / Getting started
The assistant: ask in plain language
The «Ask the assistant» button at the bottom of every page: your clinic's numbers and how the software works.
Available to: All
- 1
Tap «Ask the assistant» and type your question naturally, e.g. «How many appointments do we have today?» or «Who owes money?».
- 2
It answers from your clinic's data: today's and tomorrow's appointments, collections, receivables, unbilled visits, and alerts.
- 3
«Find a patient named …» lists the files so you can open them in one click.
- 4
If you ask «How do I …» it explains the steps from the help center and takes you to the page.
- 5
Everyone sees only what their role allows: reception, for example, won't see cash figures.
Tips
- The assistant runs inside the software itself and doesn't send any data to an outside service.
- The conversation is cleared when you close the page.