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Daisy AI

Learn about how Daisy AI can speed up your workflow, allowing you to spend more time on what matters, your patients!

Written by Blake Nadilo

šŸ“ Overview

Learn what Daisy AI is and how it can help you work more efficiently. Daisy AI is an optional add-on with AI tools for your daily workflow. It includes three features:

  • Daisy Voice: Speak naturally, and Daisy creates a condensed summary and sorts it into the matching sections of a medical note.

  • Ask Daisy: Ask questions in plain language about a patient’s record, such as recent visits, medications, and summaries.

  • Daisy AI Message Assist: Improve, personalize, or shorten client emails and text messages before you send them.

šŸ’” Each feature has its own article with full instructions. Links to each article are included in the sections below.


āœ… Enabling Daisy

Learn how Daisy AI is priced, who can turn it on, and how to enable it.

  • Pricing: Daisy AI is a paid add-on. Standard pricing is $99 per month, and this price covers all Daisy features.

  • Permissions: Only administrators can turn on Daisy AI.

Setup

  1. Go to Settings > Add-Ons

  2. Find Daisy in the list, then select Enable to the right


šŸ—£ļø Daisy Voice

Daisy Voice turns your recording into a clear, concise summary and maps the information to the matching sections of the medical note. You review the results and apply them to the note.

šŸ’” Click the button below to view the Daisy Voice help center article


ā“Ask Daisy - AI Assistant

Ask Daisy is an AI assistant in each patient’s profile and medical notes. Type a question in plain language, or select a suggested prompt such as Summarize or SOAP Summary. Ask Daisy answers using that patient’s information.

šŸ’” Click the button below to view the Ask Daisy help center article.


šŸ“§ į©šŸ“±Daisy AI Message Assist

Message Assist appears in the email and text message windows you already use. Select an action, and Daisy creates a draft that you can accept, edit, or set aside.

Available actions include:

  • Improve with Daisy: Rewrites your message for clarity, tone, and professionalism.

  • Personalize with Daisy: Adds relevant details from the current workflow, such as patient, client, appointment, or billing information.

  • Draft a Follow-Up: Creates a follow-up message after a visit, procedure, or lab result.

  • Explain Shared Content: Creates a short summary of the patient file, SOAP, or checkout documents you are sending.

  • Shorten for SMS: Makes your message more concise for text messages.

šŸ’” Click the button below to view the Daisy Message Assist help center article.


šŸ”‹ Managing Daisy AI Usage

You can manage your Daisy AI subscription from the Settings > Add-ons > Daisy. Click the Manage button on the far right of the add-on. This will bring you to an informational page about your Daisy subscription. You will find all of your Daisy usage here, broken out by each Daisy feature.

Below the usage section, your Daisy plan information will be displayed.

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