This article explains how you can use Echo AI 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.
NOTE: You can also 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.
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.
NOTE: Please note that using this functionality will deduct 5 credits from your Pabau credit balance.
By following these steps, you can use Echo AI 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.