What the summary is
At the top of your dashboard, ClinyPal shows a short AI briefing — a couple of sentences that read your clinic's current health signals and today's work items, then tell you in plain language what stands out. Think of it as a colleague glancing at the dashboard and saying “here's what I'd look at first,” not as a new source of numbers.
- Know what the summary reads and what it doesn't
- Understand why it appears a moment after the page
- Use it to decide where to look first
- Keep working when it isn't available
What it draws on
The briefing is built from what's already on your dashboard: your clinic's current health signals and the feed of work items for the day. It doesn't reach into individual patient records or invent figures — it summarises the same picture you can see, so you can act on it faster.
- It reflects the state of the dashboard at the moment it loads.
- It points you toward what matters today, such as gaps, follow-ups, or numbers worth checking.
- It doesn't change any data and can't take action on your behalf.
Why it appears a moment later
Your dashboard loads first so you're never left waiting on the AI. The summary is prepared just after the page appears, and it shows its own brief loading state while it's being written. Once ready, the briefing replaces the placeholder line. This ordering keeps the dashboard fast even if the AI takes a second to respond.
How to use it well
- Read the summary as a starting point for your day, not a final answer.
- Follow it to the relevant part of the dashboard — the feed item, the KPI, the report — and check the real detail there.
- Act from the underlying record or report, never from the sentence alone.
When it isn't available
- AI help is optional and can occasionally be unavailable. Your dashboard, feed, and reports keep working exactly as normal.
- If the briefing doesn't appear, rely on the dashboard itself; nothing is hidden behind the summary.
- The summary never sends a message, changes a setting, or completes a task on its own.