Practice Intelligence iQ is an AI-powered assistant within Therapy iQ designed to provide users with client-specific insights and information. PI maximizes the use of client profile and ledger data to answer queries, create new records, and summarize financial or insurance information.

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?"

You can also ask about financial details for specific clients or practice wide. 

TIP: Practice Intelligence works best with iterative discovery. Begin with general questions and progressively narrow your focus.

Here are some examples:

• "Show me all active clients with outstanding balances"

• "Find all payments collected this month"

• "Show me active clients with insurance who have outstanding balances over $300 and no sessions in 30 days"

• "Compare my revenue this month vs. last month"

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• “‍Provide a financial summary for [Client Name] including outstanding balances and insurance coverage”

‍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.