AI Assistant
The AI Assistant is a chat in Meddesk. Ask in plain language, for example “Show me today’s appointments”, “Find a patient by name”, “What’s our revenue this month?” or “Draft a follow-up appointment”, and it looks things up or gets things done for you.
Open it from Overview › AI Assistant in the sidebar. You need the Use AI assistant permission (on the Doctor and Manager roles by default).
It only does what you could do
Section titled “It only does what you could do”The assistant works as you: it can only see and do what your own permissions allow. If you can’t see a patient’s contact details in Meddesk, the assistant can’t either. If you can’t create appointments, it can’t create them for you.
What it can do
Section titled “What it can do”The assistant has a fixed set of abilities. Abilities of an optional module only exist while that module is on, and each one needs the same permission as doing it yourself.
| Area | Look up | Do (after your approval) |
|---|---|---|
| Patients | Search patients, open a patient. | Register a patient, update a patient. |
| Appointments | Your appointments today, list appointments, open one. | Book an appointment, reschedule one, book a follow-up. |
| Finance | Accounts and balances you can see, transactions, totals by period (for example income this month). | - |
| Invoices | List invoices, open one and its lines. | Create an invoice, update one, record a payment or refund. |
| Treatments | Catalog with each treatment’s clinical options, categories, plan templates, a patient’s treatments and plans (including details your modules add, such as teeth), treatments ready to schedule. | Record a patient treatment, with its teeth when it is done on specific teeth; create a treatment plan. |
| Recalls | Overdue, due-soon, booked or closed recalls, or one patient’s, with contact attempts. Phone numbers are never shown. | Add a recall, note a contact, send the reminder, dismiss a recall. |
| Dental chart | A patient’s whole chart tooth by tooth, or only some teeth: open and resolved findings with surfaces, notes and the treatment or visit they were found in, and the treatments on each tooth with their surfaces. Teeth are named in your clinic’s numbering, and you can ask about them the same way. | Record a finding on one or more teeth (optionally in a treatment or visit), resolve a finding. |
| Laboratory | Laboratories, tests, a patient’s lab orders, an order, the lab worklist, a test’s result history. | Place a lab order, cancel one. |
| Prescriptions | The medications list, a patient’s or visit’s prescriptions. | Issue a prescription, cancel one. |
| Medical history | Allergies, conditions, medications, complications. | Record an allergy, condition, medication, or a complication on a visit. |
| Notes | Notes on a record. | Add a note. |
| Forms | Templates, filled forms, one filled form. | Amend a filled form, void one. It can’t fill in a new form. |
It can also suggest a link to the right page in Meddesk, and ask you for missing details in a small form.
Finance answers only cover the accounts you can see: all accounts with Read accounts, otherwise only the accounts you have staff access to. With neither, it can’t answer finance questions.
It asks before changing anything
Section titled “It asks before changing anything”Looking things up happens straight away. But anything that changes your clinic’s data, such as booking an appointment or adding a record, is shown to you first as a pending action: “The assistant wants to do this - review the details and approve or reject it.”
- Check the details, then select Approve to do it, or Reject to cancel it.
- Nothing is changed until you approve.
Sometimes the assistant asks you for a few details in a small form. Fill them in and select Submit.
Conversations
Section titled “Conversations”- Select New chat to start fresh.
- Your past conversations are listed (Conversations), and you can reopen any of them. Each one is named after what you asked.
- Your conversations are your own: other staff in your clinic can’t see them. The Meddesk platform team can review conversations from their administration portal.
AI writing help
Section titled “AI writing help”The same module adds AI writing help to the editor for notes (in the panel next to the note) and note templates (the AI button in the toolbar). It cleans up, organises, shortens, simplifies or translates what you wrote. You see the suggestion highlighted and choose Use suggestion or Keep mine before anything is added. It needs its own permission, Use AI writing help (on the Doctor, Nurse and Manager roles by default), so staff can have it without the chat. It counts towards the same monthly budget.
Good to know
Section titled “Good to know”- AI answers can be wrong. Check important information, especially clinical details, before acting on it.
- Names your clinic has written in several languages, such as the clinic name, treatments, tests or medications, are shown in the language the assistant is replying in when they’ve been translated, otherwise in your clinic’s default language, then English. The same applies on WhatsApp.
- Your clinic has a monthly AI usage budget, set by the Meddesk platform team. When it’s used up, you see Monthly AI token budget exceeded until the next month.
- If something goes wrong, you see The AI assistant hit a problem processing that. Please try again in a moment.
- The AI assistant usage report data source lists every request, who made it and how much it used.