IntelliMed AI
IntelliMed AI is an AI-assisted workspace on the chart for review and drafting help when the practice has IntelliMed turned on. Final clinical documentation that must be part of the legal chart still belongs in Clinical Notes and your signed note workflow.
What IntelliMed AI Is For
AI-assisted chart and note tools inside the patient chart, often with an appointment picker for upcoming or past visits. It helps staff draft or review—it does not replace locking a Clinical Note.
Where and When to Use It
Open chart → IntelliMed AI during chart review or visit prep when your practice uses IntelliMed. Use Clinical Notes when you need the official encounter note. Use main-menu Fax for the practice fax console—not this tab.
How It Works
The tab loads the IntelliMed workspace for the selected clinic/patient context. Choose the related appointment when prompted. Follow on-screen IntelliMed tools for assistance, then copy or complete documentation in Clinical Notes as your practice requires.
How to Get the Tab to Appear
All of these usually must be true: patient is saved (edit mode); your role includes the IntelliMed / patient dashboard permission; practice settings enable IntelliMed for that clinic. If any piece is missing, the tab stays hidden. Ask an administrator—staff cannot turn IntelliMed on from inside a random chart field.
Common Issues
Tab missing: IntelliMed off, wrong clinic selected, or missing permission. Treating AI text as a finished note: always complete Clinical Notes workflow. Confusing with chart Faxes or main Fax: different screens.