Search all docs

Front Office Workflows

Last updated:

Aug 8, 2025

Getting Started with Athelas Assistant

Athelas Assistant

Provider Workflows

Athelas Assistant is a powerful tool to provide users with the familiar ChatGPT-like help along with powerful agentic tools. For v1, we have implemented a few key features, such as answering medical questions, syncing with the current chart note, and pulling up patient or appointment data.

Usage

Pro tip: Use dictation or voice mode in the Assistant input box!

To start:

  1. Click the blue button in the bottom-right corner of the screen to show the AI Widget

  1. Click “Athelas AI” to open the Athelas AI widget, and then click on the “Assistant” tab. You’ll see a chat history page with no current chats, click on the “Start New Chat” button to start chatting

  1. You can also create a chat linked to the scribe from the completed scribe view - to ask questions with the full transcript and note as context

  1. You’ll see some quick start suggestions, but also ask it directly what it can do!

  • You can always go back to your chat history to view older chats and create new chats

  • Start fresh by clicking the dropdown in the chat page to create a new chat



Table of Contents

Search all docs

Front Office Workflows

Search all docs

Front Office Workflows

Last updated:

Aug 8, 2025

Getting Started with Athelas Assistant

Athelas Assistant

Provider Workflows

Athelas Assistant is a powerful tool to provide users with the familiar ChatGPT-like help along with powerful agentic tools. For v1, we have implemented a few key features, such as answering medical questions, syncing with the current chart note, and pulling up patient or appointment data.

Usage

Pro tip: Use dictation or voice mode in the Assistant input box!

To start:

  1. Click the blue button in the bottom-right corner of the screen to show the AI Widget

  1. Click “Athelas AI” to open the Athelas AI widget, and then click on the “Assistant” tab. You’ll see a chat history page with no current chats, click on the “Start New Chat” button to start chatting

  1. You can also create a chat linked to the scribe from the completed scribe view - to ask questions with the full transcript and note as context

  1. You’ll see some quick start suggestions, but also ask it directly what it can do!

  • You can always go back to your chat history to view older chats and create new chats

  • Start fresh by clicking the dropdown in the chat page to create a new chat



Last updated:

Aug 8, 2025

Getting Started with Athelas Assistant

Athelas Assistant

Provider Workflows

Athelas Assistant is a powerful tool to provide users with the familiar ChatGPT-like help along with powerful agentic tools. For v1, we have implemented a few key features, such as answering medical questions, syncing with the current chart note, and pulling up patient or appointment data.

Usage

Pro tip: Use dictation or voice mode in the Assistant input box!

To start:

  1. Click the blue button in the bottom-right corner of the screen to show the AI Widget

  1. Click “Athelas AI” to open the Athelas AI widget, and then click on the “Assistant” tab. You’ll see a chat history page with no current chats, click on the “Start New Chat” button to start chatting

  1. You can also create a chat linked to the scribe from the completed scribe view - to ask questions with the full transcript and note as context

  1. You’ll see some quick start suggestions, but also ask it directly what it can do!

  • You can always go back to your chat history to view older chats and create new chats

  • Start fresh by clicking the dropdown in the chat page to create a new chat