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Working with ClinyPal AI

Use ClinyPal's optional AI help while keeping a person responsible for every decision and message.

6 articles Last updated June 14, 2025
AI in ClinyPal: an overview
Where AI shows up across ClinyPal, what it can genuinely do, and the review it always expects from you.
Draft a message with AI
Let AI write a first draft of an email or text template, so you're editing rather than starting from a blank box.
AI-suggested filters and observations on reports
Let AI point out a filter worth trying and explain what's driving a figure, without changing the underlying data.
The AI summary on your dashboard
Understand the short AI briefing at the top of your dashboard, what it draws on, and why it never replaces the underlying numbers.
The AI visit summary in telehealth
How ClinyPal turns your telehealth conversation into a structured draft you can turn into a treatment note.
Getting help from support chat
Ask a question and get an instant answer, pick up a previous conversation, and reach a real person whenever you need one.

Other categories

First steps in ClinyPal Signing in and account safety The calendar and appointments Let patients book themselves Working with patients Invoices, payments and money Products and inventory Messaging and campaigns

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