Working with ClinyPal AI

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

5 articles Last updated June 14, 2025

AI in ClinyPal: an overview

Where AI appears in ClinyPal, what each feature does and doesn't do, and the rule that nothing AI writes reaches a patient or a record without someone reading it.

The AI summary on your dashboard

What the sentence at the top of the dashboard is made from, what the six measures beneath it mean, and what to do when it says something needs attention.

AI-suggested filters and observations on reports

Where the suggestions on a report come from, how to apply one, and why they never change a figure.

Draft a message with AI

Have AI write the first draft of a broadcast or template for you, then edit and send it yourself.

Getting help from support chat

Ask the assistant a question about ClinyPal, continue a past conversation, and reach a person when 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