Write and publish the patient assistant's answers

The portal assistant answers from the patient's own record, from the answers you publish here, and from your published lessons. Symptom, dose-change and urgent questions go to your care team.

Steps

1. Open Automations, select the AI assistants tab, then Assistants → What your assistants know.
2. Scroll to Questions and answers and select Add a question.
3. Choose a Category, then type the Question and the Answer.
4. To start from a common portal question instead, select Add to draft on it under Ready-made answers (or Add all), and check each one matches how your clinic works.
5. Select Save draft. Patients do not see drafts.
6. A clinical provider opens the same page. Under Review and publish, they tick I reviewed every answer and they contain no clinical guidance.
7. They select Publish to patients.

Good to know

• Keep answers operational: orders, billing, appointments, the portal and the clinic. If an answer reads as clinical guidance, the page flags it in red. Reword it before saving.
• Earlier versions keeps every published set. A clinical provider can tick the review box on one and select Restore version with its number to publish it again.
• Use Patient assistant → Test to try your saved draft as a sample patient. Nothing is sent or recorded.
• Patient assistant → Activity counts the questions it answered or handed to your care team, and lists Questions it couldn't answer so you can turn one into an answer.
• The same page shows what your assistants already read live from your catalog, memberships, booking and payment settings and clinic profile, your policies, and What you added with Add knowledge. Each assistant's Knowledge tab can keep a topic from it.
• Show the assistant on every portal page on the Patient assistant's Overview tab turns the assistant on or off. Name patients see is on the Behavior tab.
• Only the clinic owner can turn on AI-assisted answers.