How to Enable and Use the AI Assistant

The AI Assistant allows professionals to ask questions and generate responses using information available in a client’s profile.

Enable the AI Assistant for Your Practice

1. Navigate to Settings → Account Settings → Edit Practice Settings.

2. Select the Clinical tab.

3. Check the Enable AI Assistant box.

4. Save your changes.

The AI Assistant is now enabled for your practice.

Who Can Access the AI Assistant?

The AI Assistant is available only to professionals.

Conversations are private to each professional. If multiple professionals have access to the same client, they will not be able to view one another’s AI Assistant conversations.

Use the AI Assistant

1. Open a client’s profile.

2. Select AI Assistant from the left-side menu.

3. Choose the information you want the AI Assistant to use as context.

Depending on the information available for that client and the features enabled for your practice, context may include:

• Client information, such as age and diagnosis

• Completed progress notes

• Telehealth transcripts created through MBP’s AI Notes and Transcription feature
  

4. Enter your question or request to begin the conversation.

To keep different topics organized, click the + button at the top of the page to start a new conversation.