šØ Please Note: This feature is currently in Beta testing with a limited group and will be released to the entire customer base in the near future.
š Overview
Message Assist is a Daisy AI-powered capability that helps you improve, personalize, and shorten the client messages you already send by email and SMS. Instead of writing every message from scratch, you can generate a smarter draft right inside the same email, SMS, billing, and document windows you use today ā nothing is ever sent without your review.
š Authorizations: Message Assist requires an active Daisy add-on subscription. Accounts without the add-on won't see any Daisy buttons, and email/SMS windows will look and work exactly as they do today.
š”Click the associated button below to learn about additional Daisy features!
š„ Daisy Message Assist Tutorial
āØļø Using Daisy Message Assist
Message Assist buttons appear inside the communications windows you already use.
The following places are available for Email communications
Invoice and estimate emails
Payment receipt, return confirmation, and statement emails
Appointment confirmation, accept, reject, and checkout emails
Lab result, patient file export, certificate, and document emails
Checkout and SOAP export emails (follow-up drafting)
The following are available when using SMS communications
Appointment confirmation and reminder messages
The two-way SMS inbox messages
Sending an SMS from the Communications tab of a client profile
Available Actions
Improve with Daisy ā rewrites your message for clarity, tone, and professionalism.
Personalize with Daisy ā adds available patient, client, and appointment details to make the message specific to that visit.
Draft a Follow-Up: Staff can use the Draft Follow-Up action to generate an personalized follow-up message for clients after a visit, procedure, or lab result. This option is available in both the SOAP export email modal and the checkout email dialog, and drafts are shown for review before they can be sent.
Explain Shared Content: When emailing a patient file, SOAP or checkout documents to a client, click Explain Shared Content to have Daisy automatically draft a short, easy-to-understand summary of what's included ā just review and accept before sending.
Shorten for SMS: This option takes the default message and simply shortens it for a SMS message
š Reviewing a Draft
Choose an action you'd like Daisy to draft. Daisy generates a draft, shown separately from your original text.
ā ļø Important: Always review a Daisy-generated draft before sending. Daisy uses the patient, visit, and billing details available at the time, but it does not generate medical recommendations or diagnoses ā confirm accuracy before sending to a client.
Your options are:
Select Keep original to reject and keep your original message untouched
Click in the text box, and make manual edits then select Accept draft
Select Accept draft to replace your message. Manual edits can be made after the draft is accepted
ā Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Do I need a special subscription to use Message Assist?
Message Assist requires an active Daisy add-on subscription. Without it, no Daisy buttons will appear and your email and SMS windows will function as normal.
Will Daisy send a message automatically after generating a draft?
No. Every draft is displayed for your review before anything is sent. You can accept it as-is, make manual edits, or keep your original message entirely.
Can Daisy provide medical recommendations or diagnoses in its drafts?
No. Daisy uses available patient, visit, and billing details to generate drafts, but it does not produce medical recommendations or diagnoses. Always review drafts for accuracy before sending to a client.