🤖 AI Assistant That Takes Action Across Your Practice

We're expanding the AI Assistant from a Q&A tool into a practice companion that can take action on your behalf. Instead of clicking through menus to check a client's billing status, find an open appointment slot, or review unsigned notes, you can ask the assistant and it will handle it directly.

The assistant now has full awareness of your practice data, including your calendar, invoices, client profiles, session documentation, forms, and inbox. It connects information across your entire practice, so you can ask things like:

• "Find all clients who haven't been seen in 30 days, check if they have an outstanding balance, and draft a check-in message for each one."

• "I have a cancellation tomorrow at 2pm. Who on my waitlist could fill that slot based on their availability preferences?"

• "Pull together everything on Sarah M., her last three session notes, current treatment plan goals, and any forms she hasn't completed, so I'm prepped for our session tomorrow."

• "Which of my clients from last month still have uninvoiced sessions, and can you create and send those invoices?"

Each action the assistant takes shows up in your practice the same way it would if you did it yourself, so you stay in control while spending less time navigating settings and menus.