Practice Intelligence iQ is an AI-powered chat tool designed to help users quickly access and request information related to client profiles while navigating the platform. It can be accessed from anywhere within the system and allows you to retrieve details such as contact information, client status, assigned provider, and more across all clients in your practice.

But that’s just the start. Practice Intelligence can also assist in creating new client profiles, drafting emails, and collecting specific information from clients, all in just a few clicks. Think of it as a smart, time-saving assistant that streamlines your workflow and minimizes the need for extra navigation.

This guide will walk you through how to use Practice Intelligence within your practice.

Once Practice Intelligence iQ has been enabled on a user’s profile, the feature will be accessible from the top toolbar, allowing users to open it from anywhere in the platform.

Click here for more information on enabling Practice Intelligence.

By selecting the Practice Intelligence button, the AI-powered chat tool will open, displaying a history of previous prompts and questions submitted by the user. 

Each entry includes the date and offers options to rename or delete prompts via the three-dot menu. The Practice Intelligence AI uses the context of your previous interactions to generate accurate and relevant responses.

To begin a new request, click + New Conversation.

This opens a fresh chat window where you can ask questions or request information as needed.

NOTE: Providing a clear and specific prompt helps ensure the most accurate response. If information is missing or unclear, the AI will notify you and guide you in refining your prompt.

Here are some good examples:

• “What’s the phone number for Ana Torres?”
• “Who is assigned to Benjamin Cruz?”
• “What’s the status of Mariana Salas?”
• “List all active clients created last week.”
• “What is the date of birth of Laura García?”

Click here to learn more about writing effective prompts.

You can ask as many questions as needed during the conversation. The AI will either deliver the requested details or let you know if further input is needed. Once you're done, you can close the chat or return to a previous one.

Based on your prompt, the AI will display the relevant information directly in the chat.

IMPORTANT: If the AI is asked to create a new client profile, it will confirm this in the chat, and the profile will automatically be created in Client iQ.