@Katerina Philbrick You can ask the Assistant to save generated documents directly to Client’s Chart Files. Have you tried it?
Katerina Philbrick
•
May 7
I will try that next time and report back. FYI, the AI assistant generated a STELLAR 6-page clinical case report yesterday for a single case agreement for an insurance company! I couldn’t have been more pleased! (And they agreed to pay for 2 years of treatment today). 🥰 😍
Upheal Moderator
Team•
May 7
Awesome 👏
Thank you for sharing!
Jennifer Hodges
•
May 7
Same! It would be great for the letters, discharge summaries, and other documentation saved directly into the client’s chart without having to copy and paste or potentially losing it.
Upheal Moderator
Team•
May 7
@Emily Powell Hodges Have you tried asking the Assistant to save the document to Chart Files? The last time we tried it worked really well!
Jennifer Hodges
•
May 7
@Upheal Moderator, Yes, I’ve tried, and it tells me it can’t do it. It created a worksheet once and kept trying to save it, but never could. It eventually gave it to me to copy and paste into Word for me to upload
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Upheal Moderator
May 7
@Katerina Philbrick You can ask the Assistant to save generated documents directly to Client’s Chart Files. Have you tried it?
Katerina Philbrick
May 7
I will try that next time and report back. FYI, the AI assistant generated a STELLAR 6-page clinical case report yesterday for a single case agreement for an insurance company! I couldn’t have been more pleased! (And they agreed to pay for 2 years of treatment today). 🥰 😍
Upheal Moderator
May 7
Awesome 👏
Thank you for sharing!
Jennifer Hodges
May 7
Same! It would be great for the letters, discharge summaries, and other documentation saved directly into the client’s chart without having to copy and paste or potentially losing it.
Upheal Moderator
May 7
@Emily Powell Hodges Have you tried asking the Assistant to save the document to Chart Files? The last time we tried it worked really well!
Jennifer Hodges
May 7
@Upheal Moderator, Yes, I’ve tried, and it tells me it can’t do it. It created a worksheet once and kept trying to save it, but never could. It eventually gave it to me to copy and paste into Word for me to upload