Note: This is the Assistant your staff uses inside Prospyr. It’s separate from the patient-facing AI Assistant on your website and SMS, which has its own settings.
Open the Assistant
Sign in to Prospyr and select your workspace.
Click the Assistant button in the top header.
The Assistant panel opens with a few suggested prompts to get you started.
Don’t see the button? Reach out to our Support team, and we’ll check your workspace’s access.
Ask a question
Click into the Ask anything… field.
Type your request. Include details like the patient, date, provider, or location.
Press Enter or click the arrow to send.
As one example, you could ask the Assistant to look up a patient and their outstanding invoices. It replies with a list of the invoices, their due dates, and the total balance.
Ask follow-up questions
The Assistant remembers what you’ve already discussed in the conversation, so you can keep going without starting over. For example, after looking up a patient’s invoices, you could ask it to draft a text reminding them about their balance.
Review any draft for accuracy, tone, and the right recipient. A draft isn’t sent until you ask the Assistant to send it and approve the request.
Review and approve changes
Before the Assistant makes a change, like sending a message or updating a record, it shows you an approval card with the details.
Review the proposed action and its details.
Choose how you’d like to handle this type of action going forward:
Ask each time: You’ll review and approve each request.
Never allow: The Assistant won’t take this type of action.
Select Confirm to run the action, or Deny to cancel it.
These choices are saved in your browser, so they apply only to you on that browser and not to your whole practice.
Get more space and find past chats
Open in full page: Click the full-page icon at the top of the panel for a larger view.
Chat history: Your past conversations are saved, so you can come back to them anytime.
New chat: Start a fresh conversation.
Move or resize: Drag the floating panel wherever it works best for you.
Ideas to try
Looking up invoices is one example. Not sure where to start? Here are a few ideas on how to use the AI Assistant:
Prep for your next patient. “Prep me for my next patient: dosing history, whether consents and the GFE are current, wallet balance, and retail purchases.”
Text a patient. “Text [patient] a reminder about their open balance.”
Apply a wallet credit. “Add a wallet credit for [patient]’s overpayment.”
Fix or update records. “Change the expiration date on our fall coupon.”
Work on notes. “Draft a SOAP note for today’s visit with [patient]”
Every change waits for your approval before it runs.
Tips for better results
Start with one clear request, then ask follow-ups.
Be specific about the patient, date, provider, or location.
Check results before you act on them.
If the Assistant can’t complete a request, use the Prospyr Help Center or reach out to Support.