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

There are two ways to start a patient-specific chat.

From the Patient Detail Page (Recommended)

Patient Chat is fully integrated into the patient's detail page via the Clinical Intelligence panel:

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 Chat workspace opens with the conversation pre-seeded with your chosen prompt and the patient's clinical context.

Tip: Because you are entering a focused patient conversation, the Conversation Sidebar will open collapsed in rail mode by default to maximize your screen space. You can easily expand it at any time to browse your history by pressing ⌘B (Mac) or Ctrl+B (Windows/Linux), or by clicking the expand [»] button.

From the Chat Workspace

You can also attach a patient to a new conversation directly from the Chat composer:

1. Click Chat in the main navigation.
2. In the composer, click Add patient or transcript, or type @ at the start of your message.
3. Search for the patient and select them to attach their context chip. Use ↑ / ↓ to navigate, Enter to select, or Escape to close.
4. Type your message and send. The conversation opens with that patient's context loaded.

You can attach one context chip per conversation — either a patient or a completed consultation transcript. Click the X on the chip to remove it and revert to a general chat.

Patient Context Coverage

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

Live Chart Access Indicator

When the AI accesses or retrieves data from the patient's records or connected Electronic Health Record (EHR) system (like Cerbo or Practice Better), a live activity indicator will appear in the chat stream:

• Reading the live chart... — A status box with a database icon and spinner indicates that the AI is actively fetching fresh datasets from the EHR in real-time. This ensures that the AI's clinical answers and suggestions are always based on the most up-to-date patient records.

Conversation Sidebar Integration

Because Patient Chat is hosted in the Chat workspace, you have full access to your conversation sidebar:

• Your patient-specific chats are listed with a blue badge and the patient's name.
• You can filter the list to show only patient chats by clicking the Patients filter chip.
• You can search past patient chats by patient name or topic using the search bar.

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.

Agent Memory

Patient Chat automatically learns and recalls your preferences, workflow styles, and practice facts to customize clinical assets and conversations. To learn more about how memories are saved, viewed, and managed, see Agent Memory.