Practice Intelligence iQ is a chat tool that helps you quickly find answers using information stored in a Client Profile — like their contact info, status, assigned provider, and more. Think of it as a shortcut to save clicks and time.

Click here to learn more about Practice Intelligence iQ

What kind of questions can I ask?

You can ask about anything visible in a client’s profile — just keep it simple and direct. The AI will respond using only that profile data.

Here are some good examples:

• “What’s the phone number for Fernando Ferrer?”
  

• “Who is assigned to Adrian Carrera?”

• “What’s the status of Fernando Ferrer?”

• “List all active clients created last week.”

• “What is the date of birth of Fernando Ferrer?"

Tips for writing good prompts

• Ask one question at a time
  The AI works best when your question is clear and specific.
  
• Use the client’s full name
  Include the full first and last name to avoid confusion between clients.
  
• Be direct and literal
  Use straightforward language like “What is,” “Who is,” or “When was.” This helps the AI understand exactly what you want.
  
• Stick to what’s in the Client Profile
  Ask about things like phone number, email, date of birth, status, assigned provider, or intake date.
  
• Avoid vague or open-ended questions
  Don’t ask things like “What can you tell me about…” or “Give me everything on…” — those are too broad.