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. 

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.

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.

---

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.

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. 

---