How to Use the Pabau AI Tool 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 of the client's name so the client card appears.

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

When composing a letter, the option to generate a letter through Pabau AI is located at the bottom of the window.

You can select the treatment note from the client card that you'd like to use as the basis for the letter, and who the letter should be directed to - the patient or their GP. Once you've selected the form and the message is generated, select the Save & Print button at the bottom of the window to finalize.

NOTE: You can easily create letters by using our dictation tool to record voice notes and then convert them into written letters with AI. For more details, check out this article.

By following these steps, you can use Pabau's AI tool to write letters.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.