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CliniForm AI Team

Run a practice briefing, ask a role for a draft, and approve it before anything is sent or saved.

CliniForm AI Team is a set of practice roles — Receptionist, Clinical, Marketing, Finance and Manager. They prepare work from your records. A person still approves anything that would message a client, change a booking, start a campaign, or touch a clinical record.

CliniForm AI Team CliniForm

Ready for review 3

Awaiting approval 2

Sent automatically None

Run first briefing — today’s appointments and forms

Receptionist — draft a reply — Approve

Clinical — SOAP draft — practitioner review

Walkthrough

1. Install AI Team from Pro Apps. You need Booking installed first.
2. Open CliniForm AI Team. Choose Run first briefing. It checks today’s appointments, incomplete forms, outstanding payments, diary space and items already waiting for approval.
3. Read What needs my attention? on the overview. Ready for review is suggested work that is not in the queue yet. Awaiting approval has not been sent or changed.
4. Open a role, such as Receptionist, and use Ask the AI Receptionist or a suggested prompt — for example, who still needs a form, or a draft reply. Clinical asks produce drafts marked practitioner review required.
5. Open Approvals (the approval centre). Approve or reject each item. Clinical drafts can only be approved by someone with the AI Clinical permission. Other drafts can be approved by anyone with AI Team access.
6. Rejected and waiting items stay put. They do not expire and they do not send themselves.
7. Open Practice knowledge and choose Add knowledge for facts the roles should use: parking, cancellation rules, prices, what to say when someone is late. Review linked sources when something is missing or conflicts.
8. Open Settings, or Manage AI team, to pause a role, set how it should sound, confirm what it is allowed to do, and choose which events notify you.