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Ozni is your ClinikEHR assistant. Ask it in your own words how to do something, where something is, or what is in your workspace. When you want something changed, Ozni shows you exactly what it would do and waits for you to press Confirm.

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What Ozni does

Ozni replies in the language you write in. Screen names and buttons stay exactly as the app shows them.
Ozni is AI and can make mistakes. Check important details before you rely on them. Ozni does not give a diagnosis or a treatment decision as fact.

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Open Ozni

1

Select Ask Ozni in the header

On a computer the panel opens beside the page, on the right, and the page makes room for it instead of sitting underneath. Drag the divider between them to make the panel wider or narrower, or select the divider and use the left and right arrow keys. Ozni remembers the width you chose. The panel stays open, with your conversation and anything you have typed, as you move between screens, and under its name it shows On: with the screen you are looking at. On a tablet it opens over the right side of the page, and on a phone it opens as a full-height sheet.
2

Or use the keyboard

Press Ctrl+J on Windows and Linux, or ⌘J on a Mac. Press it again to close the panel.
3

Ask

Type in the box that says Ask how to do something… and send it. Select Stop to cancel a reply that is still being written.You can keep typing while Ozni works. Press the send button (or Enter) and your message waits under the reply with the note Ozni will read this next. Ozni reads it at its next step, in the order you sent it, answers it and carries on. Up to five messages can wait. If a message changes what you want, for example “stop, do this instead”, Ozni says what it is dropping and what it had already finished, closes the confirmation cards from the earlier request that are still waiting, and starts the new one. Anything you already confirmed stays done. A message never confirms a card: a change happens only when you press its Confirm button. Stop stops Ozni and drops every message still waiting.
Select Open full page at the top of the panel for a larger view with your list of past chats on the left. Select New chat to start a fresh conversation. Ozni also has its own entry, Ask Ozni, in the menu on the left (on a phone, in the menu behind the ☰ button). It opens the full page with your past chats. What Ozni remembers, and the documents it answers from, are in , with the switch that turns Ozni on or off for your workspace:
  • What Ozni remembers shows the preferences Ozni keeps for you, and for owners and managers, for the workspace.
  • Assistant documents is the workspace’s own documents Ozni answers from.
The Ask Ozni button is not shown on the point-of-sale till screen. The button and the Ask Ozni menu entry are both hidden if your owner has switched Ozni off for the workspace or for you.

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Show me where things are

When an answer names a screen, it comes with a button that starts with Show me, for example Show me: Data Export. Select it and ClinikEHR takes you to that screen. Show me never changes anything.

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Fast or Thorough

Next to the message box, a switch lets you choose Fast or Thorough. A Thorough question that needs many lookups can use more credits, and Ozni tells you before it does. See Credits and prices.

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Your chats

Your conversations are listed under Chats on the full page, and you can come back to one later. Your chats are private to you. See Privacy and Ozni.

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Managing your chats

A new chat is named automatically from your first question, a few words about the topic and never a client’s name. You can rename it any time, and a name you set yourself is never replaced. Select the ⋮ button beside a chat on the full page to see its options. Chats you do not delete are removed automatically after the retention period, 365 days by default. An owner or manager can change that in . See Privacy and Ozni.

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Continue in a new chat

After a long conversation, Ozni says This chat has got long, so my answers may get slower. I can carry on in a new chat with a summary of this one. Select Continue in a new chat. Ozni writes a summary of the chat so far, shows Writing the summary…, and opens a new chat that starts from it. The old chat stays in your list.

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Memory, documents and files

  • What Ozni remembers holds short notes about how you work. See What Ozni remembers.
  • Assistant documents lets Ozni answer from your clinic’s own policies. See Assistant documents.
  • Select Attach a file (the + button) to give Ozni a PDF, picture, CSV or a payer report (835, 999 or 277CA). See Attaching a file to a chat.
  • Ozni can draft a note, a referral letter or a message for you to review. See Drafts from Ozni.