How to Use Echo AI in Letters

This article explains how you can use the Pabau AI tool to generate letters.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then, navigate to the search bar and type at least three letters to search for a client. Click on the client name to open their client card.

Step 2: Create a Letter

To locate the option to write a letter, click on the Create button, which is represented by a blue plus sign at the bottom right side of the screen. The action will appear under "Communication."

Step 3: Generate a Letter Using Pabau's AI Tool

Start creating the letter as usual. The option to generate a letter using Echo AI's assistance is located at the bottom of the text builder.

Select the treatment note from the client card in Pabau AI that you want to use as the foundation for the letter. The tool will then extract the data in the note to create the letter.

You can also choose whether to address the letter to the patient directly or to their GP or primary care physician.

Once you've selected the form and the message is generated, select the Save & Print button at the bottom of the text builder to finalize. 

By following these steps, you can use Echo AI to write letters.