How to Enable and Use AI Assistant in My Best Practice

How to Enable and Use AI Assistant in My Best Practice

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:

  1. 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.


    • Related Articles

    • AI Notes

      Overview of the AI Notes Feature What AI Notes Can Do Best Practices for Getting Accurate AI‑Generated Notes Enrolling in AI Notes - Practice Level How to Enable AI Notes for Your Organization Managing User Access and Permissions Enrolling in AI ...
    • Configuring Practice Settings

      Navigate to the Account Settings section of your account. Click on the “Edit” button on the “Practice Settings” bucket within the General tab. DEFAULT TAB Include Group Appointment on the Scroll This will display group note(s) when scrolling through ...
    • Practice Time Zone Update

      Step 1: Go to Account Settings, and then click Edit on Practice Settings. Step 2: Choose your preferred time from the Time Zone dropdown box and then click Save Changes.
    • Default Rates - Practice Level

      Navigate to Settings - Account Settings. = Select the edit link under Practice Settings. Navigate to Default Rates. Now, choose the service(s) you want to default using the dropdown. Once completed, select Add. Then, add your default rate(s) and ...
    • Accessing your Business Associate Agreement (BAA) in My Best Practice

      My Best Practice includes a Business Associate Agreement (BAA) by default for all users. Every user automatically acknowledges and accepts the BAA when activating their MBP account, ensuring HIPAA compliance from the moment their subscription begins. ...