Ask the assistant about a patient

Before you start

• The patient needs at least one recording or document. The assistant bar appears once it has one.

Steps

1Ask

On the patient's page, type your question in the bar that says Ask the assistant about this patient …, for example "When was the last blood test and what came out?" or "Summarise the history for the referral". Press Enter.

The conversation opens on its own page. Keep asking follow-up questions there.

2Check where the answer comes from

The assistant answers from what is on the patient first. If your clinic has a knowledge base, it searches it too and marks each statement it took from it with a number, such as [1]. Select the number to see the passage it comes from. When neither the patient nor a knowledge base covers a veterinary question, it says so before it answers from general veterinary knowledge.

3Share it with the team, or keep it to yourself

A new conversation is private: only you see it. To show it to everyone on the patient, select Share with team at the top of the conversation. Stop sharing makes it private again.

4Come back to a conversation

On the patient's page, select History next to the assistant bar. It lists your private conversations and the ones shared with the team.

Which knowledge bases are searched

Three knowledge bases, all at once:

1. Your own: Settings, then My library.
2. Your clinic's: Company settings, then Knowledge Base. Your clinic's admins fill it.
3. Your group's, if your clinic belongs to a group. The group's admins fill it.

When two of them disagree, the more specific one wins: yours over the clinic's, the clinic's over the group's, and the assistant says which one it followed. A document in a knowledge base is only searched once it is published there.

Ask how to do something in Digital Clinic

You can also ask how to do something in Digital Clinic itself, for example "How do I invite a colleague?" or "How do I change our letterhead?". Ask in your own words and in the language you write in, even with words the help doesn't use, such as "case" for a patient. The assistant looks it up in this help and answers in that language, with the steps and the buttons as you see them on screen. If no article covers it, it says so rather than guess at buttons.

Under its answer it shows the article it used, with a picture when the article has one. Select Open in help to open the article in a new tab. If a feature isn't part of your role or your clinic, the assistant tells you instead of describing screens you won't see.

What you've got now

An answer with its sources, kept with the patient for later.