Pabau's AI Feature

This article summarizes all features that incorporate Pabau's AI and provides detailed instructions on how to utilize it.


How to Use the Pabau AI Tool for Service Descriptions


Step 1: Navigate to Setup 

Start by logging in to your Pabau account using your login credentials. Then, navigate to the Setup page. You will find the "Services" tab under the Services section. 

 

Step 2: Create/Edit a Service

Once you're on the Services page, you can generate a Pabau AI description when editing or creating a service. 

NOTE: For more information about creating a service in Pabau, please refer to this article.

Step 3: Generate a Pabau AI Description

When you create or edit a service, click the "Online Booking" tab at the top left of the page to add a description. 

This tab will reveal a button to generate a Pabau AI description based on the information you've added about the service in the other tabs. The button is located below the description field.

If you like the description, you can click the "Save" button at the top right corner to update the changes and display the description in your online booking portal. If not, you can click the back icon to return to the previous page without saving the generated description.

NOTE: To include the service descriptions in your Online Booking portal, ensure you have customized the portal properly. For more information, please refer to this article.

Step 4: Review the Service on Your Online Booking Portal

In your online booking portal, you can view the detailed description of services by clicking on the "Read More" button associated with each service.

Once clicked, the description you have saved will be displayed.

By following these steps, you can generate descriptions for your services using Pabau's AI Tool.


The Pabau AI Tool in Newsletters and Automations


Step 1: Navigate to Marketing

Start by logging in to your Pabau account using your login credentials. Then, expand the marketing tab in the left sidebar menu. This will reveal the "Automations" and "Broadcasts" tabs.

Step 2: Switch to the Design Tab

When creating a new automation or newsletter, you can use Pabau's AI tool while designing the template. 

The Pabau AI tool will appear once you drag and drop certain components into the design page. It is represented as a green "magic" button that offers numerous ideas and options for your automation and newsletter template.

NOTE: For more information on creating a new automation, please review this article.
For more information on creating a newsletter campaign, please refer to this article.


How to Add Smart Headings Using the Pabau AI Tool


Step 1: Drag and Drop the Heading Component

Start by locating "Heading" in the design tab under "Content" when creating a new email automation or newsletter. To utilize Pabau's AI tool for headings, drag and drop the Heading component into the design page.

Step 2: Generate a Smart Heading

Once the heading appears on the design page, click on it to reveal the "Magic Button" on the right side of the screen. Click "Get Suggestions," then type a heading. Click "Get Suggestions" again to generate alternative headings you can use.

Pabau AI suggestions will be listed below for you to choose from. If you're not satisfied with the results, click the "Refresh Results" button to generate other headings. To change the tone of the heading, use the "Select Tone" option.

Clicking on any of the suggestions will apply to the heading component on the design page.


How to Add Smart Buttons Using the Pabau AI Tool


Step 1: Drag and Drop the Button Component

Start by locating the "Button" component in the design tab under "Content" when creating a new email automation or newsletter. To utilize Pabau's AI tool for buttons, drag and drop the button component into the design page.

Step 2: Generate a Smart Button

Once the button appears on the design page, click on it to reveal the "Magic Button" on the right side of the screen. Click "Get Suggestions," then type a button text. Click "Get Suggestions" again to generate alternative button texts you can use.

Pabau AI suggestions will be listed below for you to choose from. If you're not satisfied with the results, click the "Refresh Results" button to generate other button texts. To change the tone of the heading, use the "Select Tone" option.

Clicking on any of the suggestions will apply to the button component on the design page.


How to Generate Smart Text Using the Pabau AI Tool


Step 1: Drag and Drop the Text Component 

Start by locating the "Text" component in the design tab under "Content" when creating a new email automation or newsletter. To utilize Pabau's AI tool for text, drag and drop the text component into the design page.

Step 2: Generate Smart Text

Once the text component appears on the design page, click on it to reveal the "Magic Button" above the component. After typing click the "Smart Text" button to enhance the quality of your text. 

You will be prompted to specify why you want to use Pabau AI for the text. Clicking on any of the options listed will update your text accordingly. 

By following these steps, you can improve the quality of your writing in email automations and newsletters with the help of Pabau's AI tool.


How to Generate a Magic Image Using the Pabau AI Tool


Step 1: Drag and Drop the Image Component

Start by locating the "Image" component in the design tab under "Content" when creating a new email automation or newsletter. To utilize Pabau's AI tool for images, drag and drop the image component into the design page.

Step 2: Generate a Magic Image

Once the image component appears on the design page, click on it to reveal the "Magic Button" on the right side of the screen. Click "Generate Image", then type an image description you want to generate. 

Provide a detailed description of the image you want to generate. As the description's accuracy improves, the percentage will increase and turn green. At this point, you can press the enter key to generate the images.

If the text is not very descriptive, Pabau's AI will generate additional descriptions. You can then choose from these suggestions, which are more accurate to the image you want to generate. Or you can choose to proceed with the same description you've added by clicking the "Proceed Anyway" button on the bottom right corner. 

Step 3: Choose Image Style

You can select a theme for the generated image from the options provided or click the "Generate" button in the bottom right corner to create images in various styles rather than specific ones.

The generated images will appear, and you can select any of them to upload. If you are not satisfied with the generated images, you can click the "Regenerate" button to generate new ones.

The Image will be uploaded to the design page once you click on it.


How to Use the Pabau AI Tool for Prescriptions


The primary function of the Pabau AI in prescriptions is to offer recommended medications based on allergies and client problems, assisting you in creating a successful treatment plan.

In the case of prescriptions, the AI tool helps to combine several types of information:

  1. Suggestions for drugs suited to treat the client's problems, as recorded in their client card.
  2. Drugs that should be avoided based on the client's listed allergies.
  3. Drugs that should be avoided based on alerts present on the client card.
  4. Possible issues based on previous drugs prescribed for that client.

We can utilize the AI tool while creating a prescription. After selecting a drug, we can find the "Generate" option on the right side of the screen.


When you click on "Generate," it will provide comprehensive details about the drug, including its potential effects on the client, possible reactions, and benefits.

Screenshot 2024-04-12 162342

Using the Pabau AI tool for prescriptions can enhance the efficiency of your prescription process. By generating detailed information about drugs tailored to each client's specific needs, you can ensure that prescriptions are personalized.


How to Use Pabau's AI Tool in 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 in Pabau AI that you'd like to use as the basis for the letter. Once you've selected the form and the message is generated, select the Save & Print button at the bottom of the window to finalize. 

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


How to Use the AI Care Agent in Treatment Notes

 

The AI Care Agent in Pabau brings a suite of smart tools designed to simplify note-taking for clinics. Whether it's documenting treatment notes, summarizing consultations, or speeding up your workflow, the AI Care Agent has something for every healthcare professional.

In this guide, we'll break down how to use the AI Care Agent's core features and the benefits they bring to your clinic.



How to Include the AI Care Agent in a Treatment Note Template

 

Step 1: Navigate to Setup 

Start by logging into your Pabau account using your login credentials. Then, navigate to the Setup page by clicking the cogwheel icon on the left sidebar menu. In the Clinical section, find 'Medical Form Templates.'

Step 2: Create a New Form Template

Once you're on the Medical Forms page, click the 'Create Form' button at the top right corner of the screen to get started. You will be prompted to choose one of the many templates we offer or create the form yourself. In this case, select 'Blank Template' 

Step 3: Configure Form Settings 

To include the AI Care Agent in the treatment note template, you will need to follow these steps. Start by expanding the General tab on the top left side of the screen:

  • Name your form
  • Select 'Treatment Form' as a Form Type 

The next step is to expand the Components tab and include text boxes in your treatment form:

  • Drag and drop or click on the 'Long Answer' component to appear on the screen

Next, hover over the 'Long Answer' component on the screen; an edit icon will appear in the far right corner.

  • Click the icon to edit the component
  • Add a question
  • Click the save component button

Step 4: Save Changes

After you've configured the form, click the 'Save' button at the top right corner to save the treatment note. 

By following these steps, you can include the AI Care Agent in your treatment notes.


How to Use the Dictation Tool

The dictation tool allows you to convert voice notes into treatment notes. You can dictate your notes directly into Pabau during or after the consultation. Here's how you can use it: 

Step 1: Navigate to the Client Card

Start by logging into your Pabau account using your login credentials. Then, use the search bar located at the top of the page to find the client. Type at least three letters to show the client. 

Step 2: Write a Treatment Note

Once you're in the client card, navigate to the Create button, represented as a blue plus sign, at the bottom right corner of the screen. The option to write a treatment note will be revealed. 

Step 3: Select the Form Template

A list of all treatment note templates will be displayed once you click the 'Treatment Note' option. Select the form you created with the 'Long answer' text box.

Step 4: Select the Audio Input

To get started, go to one of the microphone icons located in the bottom right corner of the treatment note and click on it.

You’ll be prompted to choose your audio input and language. In the audio input section, select the microphone you want to use for recording. In the language section, you can choose whether you’d like the audio to be translated into another language.

Click 'Close' after you've completed the selection.

Step 5: Choose the Speech Mode

Once you've selected the audio input and language, proceed to click the first microphone icon listed in the bottom right corner of the note. 

Three actions will be revealed, in this case, proceed to click 'Dictation.'

Step 6: Start Recording

To start recording, click the red microphone icon on the bottom right corner and start with your consultation. The AI tool will record and convert your conversation to text. 

Click the 'Save Form' button to save it in the client card. 

Step 7: Switch to the Treatment Notes Tab

To review the treatment note, expand the Chart/EMR section in the client card and switch to the Treatment notes tab. Your treatment note will show here.

By following these steps, you can use the Dictation tool to write treatment notes in your Pabau account. 


How to Use the Transcription Tool

The Transcription tool offers automatic transcriptions of conversations during consultations, capturing every word in real-time.

Step 1: Navigate to the Client Card

Start by logging into your Pabau account using your login credentials. Then, use the search bar located at the top of the page to find the client. Type at least three letters to show the client. 

Step 2: Write a Treatment Note

Once you're in the client card, navigate to the Create button, represented as a blue plus sign, at the bottom right corner of the screen. The option to write a treatment note will be revealed. 

Step 3: Select the Form Template

A list of all treatment note templates will be displayed once you click the 'Treatment Note' option. Select the form you created with the 'Long answer' text box.

Step 4: Select the Audio Input

To get started, go to one of the microphone icons located in the bottom right corner of the treatment note and click on it.

You’ll be prompted to choose your audio input and language. In the audio input section, select the microphone you want to use for recording. In the language section, you can choose whether you’d like the audio to be translated into another language.

Click 'Close' after you've completed the selection.

Step 5: Choose the Speech Mode

Once you've selected the audio input and language, proceed to click the first microphone icon listed in the bottom right corner of the note. 

Three actions will be revealed, in this case, proceed to click 'Transcription.'

Step 6: Start Recording

To start recording, click the red microphone icon on the bottom right corner and start with your consultation. The AI tool will record and convert your conversation to text. 

Click the 'Save Form' button to save it in the client card. 

Step 7: Switch to the Treatment Notes Tab

To review the treatment note, expand the Chart/EMR section in the client card and switch to the Treatment notes tab. Your treatment note will show here.

By following these steps, you can use the Transcription tool to create your treatment notes in Pabau.


 

How to Use the Consultation Summary Tool

 

The Consultation summary tool records the entire consultation, the AI then pulls out the most important details and generates a concise, well-organized treatment note. Taking the client records and medical history into consideration. This is how you can use it: 

Step 1: Navigate to the Client Card

Start by logging into your Pabau account using your login credentials. Then, use the search bar located at the top of the page to find the client. Type at least three letters to show the client. 

Step 2: Write a Treatment Note

Once you're in the client card, navigate to the Create button, represented as a blue plus sign, at the bottom right corner of the screen. The option to write a treatment note will be revealed. 

Step 3: Select the Form Template

A list of all treatment note templates will be displayed once you click the 'Treatment Note' option. Select the form you created with the 'Long answer' text box.

Step 4: Select the Audio Input

To get started, go to one of the microphone icons located in the bottom right corner of the treatment note and click on it.

You’ll be prompted to choose your audio input and language. In the audio input section, select the microphone you want to use for recording. In the language section, you can choose whether you’d like the audio to be translated into another language.

Click 'Close' after you've completed the selection.

Step 5: Choose the Speech Mode

Once you've selected the audio input and language, proceed to click the first microphone icon listed in the bottom right corner of the note. 

Three actions will be revealed, in this case, proceed to click 'Consultation.

Step 6: Start Recording

To start recording, click the red microphone icon on the bottom right corner and start with your consultation. The AI tool will record and convert your conversation to text. 

Click the 'Save Form' button to save it in the client card. 

Step 7: Switch to the Treatment Notes Tab

To review the treatment note, expand the Chart/EMR section in the client card and switch to the Treatment notes tab. Your treatment note will show here.

By following these steps, you can use the Consultation tool to write treatment notes in your Pabau account. 


How to Ask AI to Write a Treatment Note

 

Step 1: Navigate to the Client Card

Start by logging into your Pabau account using your login credentials. Then, use the search bar located at the top of the page to find the client. Type at least three letters to show the client. 

Step 2: Write a Treatment Note

Once you're in the client card, navigate to the Create button, represented as a blue plus sign, at the bottom right corner of the screen. The option to write a treatment note will be revealed. 

Step 3: Select the Form Template

A list of all treatment note templates will be displayed once you click the 'Treatment Note' option. Select the form you created with the 'Long answer' text box.

Step 4: Include Medical History & Client Records

To include your client's medical history and records, make sure to select the two greyed-out icons next to the microphone. Once selected, they will turn purple.

Step 5: Compose a Note

Write a brief description of how the consultation went, then simply press Enter on your keyboard to let the AI generate the text.

The AI tool will generate the text, taking into consideration any records or medical history added to the client card. To finalize, click the Save Form button at the bottom. 

By following these steps, you can use the AI tool to generate a treatment note. 


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.