Tips for Effective Questions

What you'll learn: Best practices for getting helpful answers from the AI assistant.

Be Specific

The more specific your question, the better the answer.

Instead of: "Show appointments"

Try: "Show my appointments for tomorrow afternoon"

Instead of: "Find patient"

Try: "Find patient named Sarah Johnson"

Use Natural Language

Ask questions the way you would ask a colleague:

• "How many patients do I have?"
• "When was the last time Mrs. Garcia visited?"
• "What's on my schedule this Friday?"

You don't need special commands or syntax.

Include Context

Help the assistant understand what you need:

• Mention specific dates
• Name the patient or provider
• Specify the type of information

Example: "Show appointments for Dr. Smith on Monday" is clearer than "Show Dr. Smith's schedule"

One Question at a Time

For best results:

• Ask one thing at a time
• Wait for the response
• Then ask follow-up questions

The assistant handles focused questions better than multiple questions at once.

Use Follow-Up Questions

Build on previous answers:

• "Tell me more about that"
• "What about tomorrow?"
• "Show me the details"

The assistant remembers the conversation context.

If You Don't Get the Right Answer

Try these approaches:

Rephrase the Question

Say the same thing differently:

• Change the wording
• Use synonyms
• Simplify the question

Be More Specific

Add details that might help:

• Include names
• Specify dates
• Mention the type of record

Break It Down

Split complex questions into steps:

1. First ask for one piece of information
2. Then ask for related information
3. Build toward what you need

Examples That Work Well

Appointments

• "Show today's appointments"
• "What appointments are scheduled for this week?"
• "Does Dr. Martinez have availability on Thursday?"

Patients

• "Find patients with last name Williams"
• "Show patients added this month"
• "Who hasn't had an appointment in 90 days?"

Activity

• "How many calls came in yesterday?"
• "Summarize this week's activity"
• "What are my busiest days?"

What to Avoid

Vague questions — "Help me" without specifics

Multiple unrelated questions — "Show patients and also calendar and tell me about calls"

Assumptions about access — The assistant can only access your practice data

Remember

The AI assistant is a tool to help you work faster. The better you communicate what you need, the more helpful it can be.

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