Clinic Copilot
Ask Copilot anything about your practice — or tell it to take action, and it will propose a step you can confirm before anything changes.
On this page
How it works
Clinic Copilot is a chat-based AI assistant embedded in Chartling. You can type questions in plain English — "which patients are overdue for a dental cleaning?", "what's our revenue today?", "schedule a recheck for Luna in two weeks" — and Copilot responds with information or proposes an action.
For questions, Copilot pulls from your clinic's live data and responds directly in the chat. For actions, Copilot always shows you what it intends to do in a card before doing it. You confirm or cancel — nothing is committed until you say so.
Copilot cannot execute write actions without your confirmation. Every scheduling, reminder, task, or protocol action appears in a propose-and-confirm card first.
Chartling's tiers are not a strict ladder — Operations and Intelligence cover different halves of a clinic (business operations vs. clinical AI), and Practice is the only tier that unions both. Clinic Copilot lives on the operations side, so it's available on Operations and Practice. An Intelligence-only org (AI layer on top of an external PIMS) doesn't get the chat assistant — its AI surface is the ambient scribe and clinical decision support instead.
What Copilot can do
Within Operations and Practice, Copilot's capabilities depend on which features your org has purchased or unlocked. The table below shows what's available:
| Action type | Example | Tier |
|---|---|---|
| Look up patient info | "What's Luna's current weight?" / "When was Max's last visit?" | Operations, Practice |
| Schedule appointments | "Book a recheck for Luna in 2 weeks with Dr. Chen" | Operations, Practice |
| Create reminders | "Remind Sarah to bring Max's previous vaccine records" | Operations, Practice |
| Create tasks | "Add a task to call Mrs. Thompson about her estimate" | Practice only |
| Apply surgery protocols | "Apply the routine spay protocol to Bella's surgery" | Practice only |
| Reporting & analytics | "What's our total revenue for June?" / "Which services had the most charges last week?" | Operations, Practice |
| Clinical decision support | "Summarize Luna's renal values over the last 6 months" | Practice only (via Copilot) — Intelligence gets this in the Insights panel instead |
Copilot cannot create or modify SOAP notes, prescribe medications, or finalize visits. All clinical writing happens through the standard visit workflow — Copilot is for operational tasks and information retrieval.
Propose-and-confirm
When you ask Copilot to take an action, it responds with a proposed action card — a structured preview of exactly what will happen. The card shows the action type, target (patient or client), and the specific change that will be made.
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Ask Copilot to do something
Type your request naturally: "Book a follow-up for Luna with Dr. Chen on the 30th at 10 AM." Copilot interprets the request and maps it to a specific action in the system.
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Review the proposed action card
Copilot shows a card summarising what will happen — the appointment details, patient, provider, and time. Read it to confirm it matches your intent.
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Confirm or cancel
Click Confirm to execute the action, or Cancel to dismiss it. You can also type a correction — "make it the 31st instead" — and Copilot will update the card before you confirm.
Safety & permissions
Copilot actions run through exactly the same permission-checked server functions that clinic staff use when working through the regular UI. This means:
- Copilot can only take actions that your permission pack allows — if you can't book appointments manually, Copilot can't book them for you either.
- All Copilot actions are logged in the audit trail under your user account, with a note that the action was AI-assisted.
- Copilot never bypasses org isolation — it can only access data for your clinic.
- Copilot does not have a back-door privileged path. Every write goes through the same code and the same permission checks as the rest of the application.
Opening Copilot
The Copilot chat panel is available from any screen in Chartling. Click the Copilot button in the top navigation bar (the icon looks like a small chat bubble). The panel opens as a slide-in on the right side of the screen — you can continue using the rest of the app while the panel is open.
Copilot remembers context within a single chat session. If you ask about a specific patient and then ask a follow-up question, it understands the patient you were referring to. Each new session starts fresh.
FAQ
No. Clinical signing and prescribing are deliberate vet actions that always require the vet to engage the standard clinical workflow. Copilot is for scheduling, reminders, tasks, and information — it has no clinical write access.
Copilot always shows a propose-and-confirm card before acting. If the card doesn't match your intent, type a correction or click Cancel. Nothing changes until you click Confirm.
Yes. Most questions — "what's our appointment count today?", "is Luna's rabies vaccine current?", "which clients haven't been in for over a year?" — return a direct answer without any propose-and-confirm step. Copilot only proposes an action when you ask it to change or create something.
Copilot conversations are retained for 30 days for audit and support purposes, then deleted. The audit trail records actions taken (e.g., "appointment booked via Copilot") but not the full chat transcript.