Using the Health First AI Assistant

the health first ai assistant helps staff quickly find information, understand workflows, and complete tasks the assistant can help with • finding training materials • explaining clinic systems • guiding workflows • creating sop drafts • answering operational questions when to use the ai assistant use the assistant when you need help with • how to complete a process • where to find training materials • how clinic systems work • understanding workflows • creating documentation example questions staff can ask training questions where is the training for front desk scheduling? workflow questions what is the process for verifying insurance? systems questions which system do we use for payroll? documentation help create an sop for patient intake what the assistant cannot do the ai assistant does not replace clinic systems it cannot • access patient records • change schedules • modify payroll • update patient charts those tasks must still be done inside the appropriate system systems used in the clinic patient care • chirotouch marketing / crm • gohighlevel (cnnectr) operations • trackbii • adp • google drive • google sheets knowledge system • health first documentation portal