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AI Team

AI Receptionist, Clinical Assistant, Marketing Manager, Finance and Practice Manager — digital teammates for the whole practice.

CliniForm AI Team prepares practice work — briefings, message drafts, clinical drafts, finance summaries and campaign ideas. Nothing is sent, published or written to a record until a person approves it.

AI Team — approvals CliniForm

Runs today 14

Pending 2

Knowledge 24 articles

Receptionist — Draft 24h reminder — Approve

Finance — 3 overdue invoices — Review

Knowledge — Parking & late policy indexed

Walkthrough

1. Install AI Team from Pro Apps. Booking must already be installed.
2. Open CliniForm AI Team and choose Run first briefing. It looks at today’s appointments, incomplete forms, outstanding payments, diary space and items waiting for approval.
3. Open a role — Receptionist, Clinical, Marketing, Finance or Manager — and ask it a question, or use one of the suggested prompts.
4. Review Approvals. Ready for review is suggested work. Awaiting approval has not been sent or changed yet. Approve or reject each item.
5. Clinical drafts show practitioner review required. Only someone with the AI Clinical permission can approve them.
6. Open Practice knowledge and choose Add knowledge for facts the team should use, such as parking, late arrivals and prices. Review linked sources when they are missing or in conflict.
7. Open Settings (or Manage AI team) to pause a role, set the tone, review what the team is allowed to do, and choose notifications.