AI Assistant
The assistant is signed in as the staff member. It searches patients, reads the schedule, drafts clinical and front-desk work, and stops. A write reaches the record only after that person approves the preview. Claim submission is out of scope on purpose.
What it can do
These are the real tools: search, schedule, insurance, drafts, navigation, billing questions, and team tasks. Each write has a preview step. The setting “Allow write actions” has to be on before a confirmed draft can be saved.
Search by name, date of birth, phone, or chart number and open a summary of problems, allergies, medications, and recent visits.
Ask who is roomed next. The assistant returns the visit reason and the chart facts a clinician actually needs before walking in.
Today’s schedule, no-shows, cancellations, and open slots. Front desk can book, reschedule, or cancel — after a preview.
Read insurance on the chart and draft an eligibility check. Verification is confirmed before it is saved.
Problems, allergies, medications, vitals, labs, imaging, and referrals are proposed as drafts. Nothing is filed until a person approves.
“Where is the fee sheet?” gets the real path in this EMR, including the shortcut, not a generic manual.
Billing snapshot, patient balance, aging, denials, and ERA summary. Coding suggestions stay suggestions. Claims are not auto-submitted.
Create and assign clinic tasks, comment, and complete them. Portal messages and SMS go out only after the draft is accepted.
The rule
Summaries, schedules, reports, balances, denials, lab lists, and “where is this screen?” do not change the chart. They answer from the data that login is allowed to see.
Registration, demographics, insurance, appointments, vitals, problems, allergies, medications, orders, referrals, tasks, messages, and payments are drafted first. Staff confirm a second time.
The assistant will not submit a claim. Coding is a suggestion. Appeal notes can be drafted. Billing Manager remains the place a person sends the claim.
Also in the room
The assistant is the daily tool. Two other agents sit beside it. The ambient scribe turns a recorded visit into proposed chart writes. The receptionist answers the phone lines you choose, usually after hours, and files the transcript on the chart.
If a follow-up was discussed, the scribe opens a slot while the patient is still in the room.
Problems, medications, and only the vitals that were spoken. One encounter. No invented numbers.
A referral can resolve an NPI. The patient gets a plain-language summary. The next roomed patient is one click away.