Patient Chat

Patient Chat lets you have AI conversations with a specific patient's clinical context loaded, without needing to record a consultation first.

When to Use Patient Chat

• Between consultations — Review a patient's plan or generate documentation without a new recording
• Care plan updates — Ask the AI to create or revise a care plan based on existing data
• Meal plan generation — Create a meal plan using the patient's profile and health records
• Clinical questions — Ask the AI about the patient's history, medications, or treatment options

Starting a Patient Chat

Patient Chat is fully integrated into the patient's detail page via the Clinical Intelligence panel, making it the primary entry point for querying patient context:

1. Navigate to the patient's detail page.
2. Under the Clinical Intelligence section, you can start a chat in one of three ways:
   • Type a custom question into the freeform composer and click the arrow button (or press Enter).
   • Click a quick-start chip (e.g., Health Timeline, Protocol Recommendations, or Clinical Red Flags).
   • Click a document creation button (e.g., Clinical Note, Care Plan, Meal Plan, or Action List).
3. The Patient Chat interface will open instantly with your chosen prompt and the patient's entire history pre-loaded.

The AI has access to the patient's full history, including:

• Health records and demographics
• Past consultations and transcripts
• Existing care plans and meal plans
• Previous clinical notes

Web Search & Research

Patient Chat supports web search for clinical research and looking up current guidelines.

• Enable Web Search — Click the Globe icon (Search) in the chat input area to toggle web search on or off.
• Deep Search — When web search is enabled, click the arrow next to the Search button to toggle Deep Search for more comprehensive results.
• Citations — Numbered citations are provided for information sourced from the web. Click any citation to view the source details.

What You Can Ask

• "Create a meal plan for this patient's current goals"
• "Search for the latest interaction studies between [Supplement] and [Medication]"
• "Generate a care plan update based on their last consultation"
• "What medications is this patient currently taking?"
• "Draft a follow-up note for our last session"

Generated Artifacts

Any documents generated during a patient chat (care plans, meal plans, clinical notes) are saved to the patient's record, just like artifacts from a consultation. Access these from the respective tabs on the patient detail page.