AI Analyze is an AI-powered workflow that helps you spend less time on charting and follow-up after a visit. It reviews your free-text visit notes and automatically surfaces key findings so you can act on them faster.
Here's how it works:
Identifies diagnoses mentioned in your notes and lets you add them to the chart with a single click
Generates diagnosis summaries that pull from existing details and new findings, so you can update the patient's health summary without rewriting it yourself
Suggests follow-up tasks based on the visit, which you can assign to team members directly from the analyze window
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AI Analyze Task Preferences
AI Analyze can also be used to configure which task types AI Analyze suggests by configuring your task preferences in AI settings. Practice users have full control to select any subset of task types that fit their workflow or opt out of task suggestions entirely by unchecking all options.
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βTo customize your task preferences:
1. Navigate to 'Settings' on the main naviation menu
2. Click on 'Team'
3. Click on your user in the list
4. Select 'AI Settings' on the left panel
5. Select the task types you want AI Analyze to suggest
6. Click 'Save'
AI Analyze and task preferences are now available to all customers on the Growth+ tier or with the AI add-on.

